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Simon Property Group Inc (SPG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares11,521,370 from 11,335,910
Change+185,460 (+2%)
Value$2.3B (-$221.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares4,599,249 from 4,552,481
Change+46,768 (+1%)
Value$923.4M (-$94.8M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares2,269,819 from 2,290,431
Change-20,612 (-1%)
Value$455.7M (-$56.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares2,042,740 from 2,078,596
Change-35,856 (-2%)
Value$410.1M (-$54.8M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares1,815,250 from 2,061,411
Change-246,161 (-12%)
Value$364.4M (-$96.6M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares1,576,592 from 1,508,731
Change+67,861 (+5%)
Value$316.5M (-$20.9M)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,407,014 from 1,457,893
Change-50,879 (-3%)
Value$282.5M (-$43.6M)
Filed 2026-10-29
Smead Capital Management, Inc.
DECREASED
Shares1,255,022 from 1,399,725
Change-144,703 (-10%)
Value$252.0M (-$61.1M)
Filed 2026-10-16
Amundi
DECREASED
Shares1,224,737 from 1,335,838
Change-111,101 (-8%)
Value$245.9M (-$52.9M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,141,144 from 1,063,661
Change+77,483 (+7%)
Value$229.1M (-$8.8M)
Filed 2026-11-05
Duff & Phelps Investment Management Co
DECREASED
Shares954,577 from 975,188
Change-20,611 (-2%)
Value$191.6M (-$26.5M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares872,777 from 957,972
Change-85,195 (-9%)
Value$175.3M (-$39.2M)
Filed 2026-11-06
Hamlin Capital Management, LLC
DECREASED
Shares814,071 from 866,580
Change-52,509 (-6%)
Value$163.4M (-$30.4M)
Filed 2026-10-08
Bessemer Group Inc
DECREASED
Shares786,106 from 786,681
Change-575 (0%)
Value$157.8K (-$175.8M)
Filed 2026-11-09
Bank of Montreal
DECREASED
Shares749,366 from 942,135
Change-192,769 (-20%)
Value$150.4M (-$60.3M)
Filed 2026-11-09
KBC Group NV
DECREASED
Shares732,055 from 742,069
Change-10,014 (-1%)
Value$147.0K (-$165.8M)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares666,755 from 593,025
Change+73,730 (+12%)
Value$133.9M (+$1.2M)
Filed 2026-11-04
Asset Management One Co., Ltd.
INCREASED
Shares616,182 from 603,265
Change+12,917 (+2%)
Value$123.7M (-$11.2M)
Filed 2026-10-27
Barclays PLC
DECREASED
Shares540,316 from 648,594
Change-108,278 (-17%)
Value$108.5M (-$36.6M)
Filed 2026-11-06
Cardano Risk Management B.V.
INCREASED
Shares506,881 from 466,269
Change+40,612 (+9%)
Value$103.5K (-$736)
Filed 2026-10-20
AEW Capital Management Inc
NEW
Shares412,075
Change+412,075
Value$82.7M
Filed 2026-11-05
AEW Capital Management L P
DECREASED
Shares412,075 from 417,753
Change-5,678 (-1%)
Value$82.7M (-$10.7M)
Filed 2026-11-06
Virginia Retirement Systems ET Al
DECREASED
Shares362,156 from 375,156
Change-13,000 (-3%)
Value$72.7M (-$11.2M)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares346,602 from 349,259
Change-2,657 (-1%)
Value$69.6K (-$78.0M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares327,534 from 324,448
Change+3,086 (+1%)
Value$65.8M (-$6.8M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares308,954 from 310,277
Change-1,323 (0%)
Value$62.0M (-$7.4M)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares307,664 from 684,249
Change-376,585 (-55%)
Value$17.5M (-$135.5M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares279,795 from 280,396
Change-601 (0%)
Value$56.2M (-$6.5M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares266,988 from 269,338
Change-2,350 (-1%)
Value$53.6M (-$6.6M)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares257,604
Change+257,604
Value$51.8M
Filed 2026-10-30
State of New Jersey Common Pension Fund D
UNCHANGED
Shares252,860 from 252,860
Change0 (0%)
Value$50.8M (-$5.8M)
Filed 2026-11-05
Retirement Systems of Alabama
DECREASED
Shares245,028 from 249,488
Change-4,460 (-2%)
Value$49.2M (-$6.6M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
DECREASED
Shares237,591 from 253,389
Change-15,798 (-6%)
Value$48.4K (+$2.3K)
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares236,932 from 279,466
Change-42,534 (-15%)
Value$47.6K (-$62.5M)
Filed 2026-10-22
Strs Ohio
NEW
Shares214,524
Change+214,524
Value$43.1M
Filed 2026-10-30
Danske Bank A/S
INCREASED
Shares198,521 from 197,221
Change+1,300 (+1%)
Value$39.9M (-$4.3M)
Filed 2026-11-09
Corda Investment Management, Llc.
DECREASED
Shares195,075 from 198,216
Change-3,141 (-2%)
Value$39.2M (-$5.2M)
Filed 2026-10-22
Fort Washington Investment Advisors Inc
INCREASED
Shares191,387 from 189,577
Change+1,810 (+1%)
Value$38.4M (-$4.0M)
Filed 2026-10-15
State of Alaska, Department of Revenue
DECREASED
Shares190,997 from 191,265
Change-268 (0%)
Value$38.3K (-$42.7M)
Filed 2026-10-15
Handelsbanken Fonder AB
INCREASED
Shares183,641 from 177,714
Change+5,927 (+3%)
Value$36.9K (-$2.9K)
Filed 2026-11-09
Swedbank AB
INCREASED
Shares177,866 from 176,847
Change+1,019 (+1%)
Value$35.7M (-$3.8M)
Filed 2026-10-27
Minneapolis Portfolio Management Group, LLC
DECREASED
Shares161,517 from 166,752
Change-5,235 (-3%)
Value$32.4M (-$4.9M)
Filed 2026-11-09
IFM Investors Pty Ltd
INCREASED
Shares141,170 from 128,656
Change+12,514 (+10%)
Value$28.3M (-$432.6K)
Filed 2026-10-14
Pictet Asset Management Holding SA
DECREASED
Shares139,068 from 140,228
Change-1,160 (-1%)
Value$27.9M (-$3.4M)
Filed 2026-11-03
SEB Asset Management AB
DECREASED
Shares138,082 from 159,321
Change-21,239 (-13%)
Value$27.7M (-$7.9M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares129,734 from 123,259
Change+6,475 (+5%)
Value$26.0M (-$1.5M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares128,836 from 123,826
Change+5,010 (+4%)
Value$25.9M (-$1.8M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares128,078 from 118,677
Change+9,401 (+8%)
Value$25.7M (-$829.2K)
Filed 2026-11-04
Factory Mutual Insurance Co
DECREASED
Shares127,242 from 127,542
Change-300 (0%)
Value$25.5M (-$3.0M)
Filed 2026-10-30
Natixis
DECREASED
Shares125,227 from 222,710
Change-97,483 (-44%)
Value$25.1M (-$24.7M)
Filed 2026-11-06
Pacific Heights Asset Management LLC
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$25.1M (-$2.9M)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares123,587 from 112,614
Change+10,973 (+10%)
Value$24.8M (-$374.8K)
Filed 2026-11-06
Arbejdsmarkedets Tillaegspension
DECREASED
Shares123,300 from 135,200
Change-11,900 (-9%)
Value$24.8M (-$5.5M)
Filed 2026-10-30
Vert Asset Management LLC
DECREASED
Shares121,726 from 129,706
Change-7,980 (-6%)
Value$24.4M (-$4.6M)
Filed 2026-10-28
Douglas Lane & Associates, LLC
DECREASED
Shares121,722 from 175,267
Change-53,545 (-31%)
Value$24.4M (-$14.8M)
Filed 2026-10-09
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares120,682 from 192,360
Change-71,678 (-37%)
Value$24.2K (-$43.0M)
Filed 2026-11-05
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares116,633 from 101,349
Change+15,284 (+15%)
Value$23.4M (+$736.2K)
Filed 2026-10-20
Xponance LLC
INCREASED
Shares116,215 from 114,335
Change+1,880 (+2%)
Value$23.3M (-$2.2M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares115,587 from 127,723
Change-12,136 (-9%)
Value$23.2M (-$5.4M)
Filed 2026-10-20
Sapient Capital LLC
INCREASED
Shares110,277 from 110,061
Change+216 (+0%)
Value$22.1M (-$2.5M)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares107,715 from 100,720
Change+6,995 (+7%)
Value$20.8M (-$521.9K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares104,965 from 85,566
Change+19,399 (+23%)
Value$21.1M (+$1.9M)
Filed 2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares102,543 from 98,521
Change+4,022 (+4%)
Value$20.6M (-$1.4M)
Filed 2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares95,789 from 101,417
Change-5,628 (-6%)
Value$19.2M (-$3.5M)
Filed 2026-10-15
Czech National Bank
INCREASED
Shares92,964 from 92,303
Change+661 (+1%)
Value$18.7M (-$2.0M)
Filed 2026-10-13
Arizona State Retirement System
DECREASED
Shares89,775 from 90,137
Change-362 (0%)
Value$18.0M (-$2.1M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares89,045 from 80,965
Change+8,080 (+10%)
Value$17.9M (-$231.1K)
Filed 2026-10-28
State of Michigan Retirement System
DECREASED
Shares88,649 from 90,349
Change-1,700 (-2%)
Value$17.8M (-$2.4M)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares88,331 from 98,587
Change-10,256 (-10%)
Value$17.7M (-$4.3M)
Filed 2026-10-27
Wealthfront Advisers LLC
INCREASED
Shares87,442 from 85,468
Change+1,974 (+2%)
Value$17.6M (-$1.6M)
Filed 2026-11-09
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares83,900 from 83,900
Change0 (0%)
Value$16.8M (-$1.9M)
Filed 2026-10-21
Payden & Rygel
DECREASED
Shares82,820 from 83,110
Change-290 (0%)
Value$16.6K (-$18.6M)
Filed 2026-10-28
UniSuper Management Pty Ltd
INCREASED
Shares80,216 from 75,316
Change+4,900 (+7%)
Value$16.1M (-$740.3K)
Filed 2026-10-26
Hazelview Securities Inc.
DECREASED
Shares79,788 from 128,622
Change-48,834 (-38%)
Value$16.0M (-$13.1M)
Filed 2026-11-09
Knights of Columbus Asset Advisors LLC
DECREASED
Shares78,751 from 80,270
Change-1,519 (-2%)
Value$15.8M (-$2.1M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares76,615 from 77,081
Change-466 (-1%)
Value$15.4M (-$1.9M)
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
DECREASED
Shares69,058 from 69,083
Change-25 (0%)
Value$13.9M (-$1.6M)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares68,673 from 70,181
Change-1,508 (-2%)
Value$13.8K (-$15.7M)
Filed 2026-10-23
Swiss Life Asset Management Ltd
INCREASED
Shares68,261 from 45,651
Change+22,610 (+50%)
Value$13.7M (+$3.5M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares65,108 from 56,117
Change+8,991 (+16%)
Value$13.1M (+$520.5K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares64,871 from 65,416
Change-545 (-1%)
Value$13.0M (-$1.6M)
Filed 2026-10-29
LBP AM SA
DECREASED
Shares63,988 from 67,735
Change-3,747 (-6%)
Value$12.8M (-$2.3M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares63,909 from 93,271
Change-29,362 (-31%)
Value$12.8M (-$8.0M)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
INCREASED
Shares63,200 from 60,400
Change+2,800 (+5%)
Value$409 (-$13.7M)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares62,530 from 61,820
Change+710 (+1%)
Value$12.6M (-$1.3M)
Filed 2026-11-05
Vestor Capital, LLC
INCREASED
Shares62,004 from 187
Change+61,817 (+33057%)
Value$308 (+$128)
Filed 2026-11-04
Inspire Investing, LLC
INCREASED
Shares60,648 from 54,819
Change+5,829 (+11%)
Value$12.2M (-$84.5K)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares58,122 from 53,072
Change+5,050 (+10%)
Value$11.9M (-$203.9K)
Filed 2026-10-30
Staley Capital Advisers Inc
DECREASED
Shares55,675 from 58,800
Change-3,125 (-5%)
Value$11.2M (-$2.0M)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares55,335 from 51,964
Change+3,371 (+6%)
Value$11.1M (-$512.8K)
Filed 2026-10-23
Chilton Capital Management LLC
INCREASED
Shares51,821 from 46,999
Change+4,822 (+10%)
Value$10.4M (-$107.7K)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares49,800 from 43,912
Change+5,888 (+13%)
Value$10.0M (+$146.7K)
Filed 2026-10-29
Ethic Inc.
DECREASED
Shares49,570 from 51,724
Change-2,154 (-4%)
Value$10.0M (-$1.6M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares49,172 from 31,582
Change+17,590 (+56%)
Value$9.9M (+$2.8M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares48,198 from 45,013
Change+3,185 (+7%)
Value$9.7M (-$390.9K)
Filed 2026-11-02
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares47,322 from 48,285
Change-963 (-2%)
Value$9.5M (-$1.3M)
Filed 2026-11-09
MacKenzie Financial Corp
DECREASED
Shares47,162 from 50,404
Change-3,242 (-6%)
Value$9.5M (-$1.8M)
Filed 2026-11-02
Nordea Investment Management AB
INCREASED
Shares46,044 from 43,250
Change+2,794 (+6%)
Value$9.4M (-$346.6K)
Filed 2026-11-09
Yousif Capital Management, LLC
INCREASED
Shares45,871 from 45,515
Change+356 (+1%)
Value$9.2M (-$970.4K)
Filed 2026-10-22
New York Life Investment Management LLC
DECREASED
Shares45,026 from 45,202
Change-176 (0%)
Value$9.0M (-$1.1M)
Filed 2026-11-04
Triasima Portfolio Management inc.
INCREASED
Shares43,262 from 42,583
Change+679 (+2%)
Value$8.7M (-$838.4K)
Filed 2026-10-15
Waters Parkerson & Co., LLC
DECREASED
Shares42,180 from 42,965
Change-785 (-2%)
Value$8.5M (-$1.1M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares42,009 from 41,651
Change+358 (+1%)
Value$8.4M (-$881.6K)
Filed 2026-10-30
ASR Vermogensbeheer N.V.
INCREASED
Shares40,638 from 38,485
Change+2,153 (+6%)
Value$8.2M (-$449.2K)
Filed 2026-10-16
Pensionfund PDN
DECREASED
Shares40,208 from 42,508
Change-2,300 (-5%)
Value$8.1K (-$1.4K)
Filed 2026-10-05
Oregon Public Employees Retirement Fund
DECREASED
Shares39,814 from 39,879
Change-65 (0%)
Value$8.0M (-$925.9K)
Filed 2026-10-30
Greystone Financial Group, LLC
DECREASED
Shares39,674 from 40,276
Change-602 (-1%)
Value$8.0M (-$1.0M)
Filed 2026-10-26
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares39,250 from 44,038
Change-4,788 (-11%)
Value$7.9M (-$2.0M)
Filed 2026-10-19
Everett Harris & Co
INCREASED
Shares38,755 from 38,548
Change+207 (+1%)
Value$7.8M (-$840.8K)
Filed 2026-10-28
OP Asset Management Ltd
INCREASED
Shares36,132 from 35,092
Change+1,040 (+3%)
Value$7.3M (-$594.5K)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
DECREASED
Shares35,743 from 37,982
Change-2,239 (-6%)
Value$7.2M (-$1.3M)
Filed 2026-10-23
Jamison Private Wealth Management, Inc.
INCREASED
Shares35,004 from 32,788
Change+2,216 (+7%)
Value$7.0M (-$305.5K)
Filed 2026-10-14
Oliver Luxxe Assets LLC
DECREASED
Shares34,693 from 34,797
Change-104 (0%)
Value$7.0M (-$817.4K)
Filed 2026-10-14
Robeco Institutional Asset Management B.V.
DECREASED
Shares34,618 from 126,068
Change-91,450 (-73%)
Value$6.9M (-$21.2M)
Filed 2026-10-20
Mutual of America Capital Management LLC
DECREASED
Shares33,185 from 33,482
Change-297 (-1%)
Value$6.7M (-$826.0K)
Filed 2026-10-23
Sheets Smith Wealth Management
DECREASED
Shares31,854 from 33,264
Change-1,410 (-4%)
Value$6.4M (-$1.0M)
Filed 2026-10-16
Avanza Fonder AB
INCREASED
Shares31,646 from 28,440
Change+3,206 (+11%)
Value$6.4M (-$7.4K)
Filed 2026-10-13
Del-Sette Capital Management, LLC
DECREASED
Shares31,601 from 33,467
Change-1,866 (-6%)
Value$6.3M (-$1.1M)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares30,524 from 32,906
Change-2,382 (-7%)
Value$6.1M (-$1.2M)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares30,411 from 29,031
Change+1,380 (+5%)
Value$6.1M (-$366.2K)
Filed 2026-10-16
Legacy Financial Independent Advisors LLC
INCREASED
Shares29,727 from 29,621
Change+106 (+0%)
Value$6.0M (-$656.7K)
Filed 2026-11-02
Ibex Wealth Advisors
INCREASED
Shares28,960 from 27,525
Change+1,435 (+5%)
Value$5.8M (-$342.1K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares28,694 from 28,124
Change+570 (+2%)
Value$5.8M (-$529.3K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares27,812 from 28,811
Change-999 (-3%)
Value$5.6K (-$6.4M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares27,305 from 24,049
Change+3,256 (+14%)
Value$5.5M (+$103.1K)
Filed 2026-10-22
Mizuho Securities USA LLC
INCREASED
Shares26,415 from 25,388
Change+1,027 (+4%)
Value$5.6M (-$69.6K)
Filed 2026-11-09
Integrated Advisors Network LLC
DECREASED
Shares26,227 from 26,341
Change-114 (0%)
Value$5.3M (-$625.9K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares26,109 from 25,619
Change+490 (+2%)
Value$5.2M (-$488.1K)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares25,860 from 78,215
Change-52,355 (-67%)
Value$5.2K (-$17.5M)
Filed 2026-10-22
Eurizon Capital SGR S.p.A.
INCREASED
Shares24,958 from 23,172
Change+1,786 (+8%)
Value$5.0M (-$152.8K)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED
Shares24,793 from 24,793
Change0 (0%)
Value$5.0K (-$5.5M)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares24,103 from 23,393
Change+710 (+3%)
Value$4.8M (-$393.0K)
Filed 2026-10-07
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares24,102 from 24,102
Change0 (0%)
Value$5.4M ($0)
Filed 2026-10-15
Western Financial Corp
INCREASED
Shares23,772 from 3,397
Change+20,375 (+600%)
Value$4.8M (+$4.0M)
Filed 2026-10-14
Vanderbilt University
DECREASED
Shares23,757 from 28,808
Change-5,051 (-18%)
Value$4.8M (-$1.7M)
Filed 2026-11-02
Sterling Capital Management LLC
DECREASED
Shares23,675 from 45,605
Change-21,930 (-48%)
Value$4.8M (-$5.4M)
Filed 2026-10-22
ABN Amro Investment Solutions
INCREASED
Shares23,443 from 17,252
Change+6,191 (+36%)
Value$4.7M (+$848.0K)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
DECREASED
Shares23,242 from 29,299
Change-6,057 (-21%)
Value$4.7M (-$1.9M)
Filed 2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares22,442 from 19,456
Change+2,986 (+15%)
Value$4.5M (+$154.1K)
Filed 2026-10-30
Imc-Chicago, LLC
INCREASED
Shares22,189 from 9,477
Change+12,712 (+134%)
Value$4.5M (+$2.3M)
Filed 2026-11-05
Vertrix Wealth Management, LLC
INCREASED
Shares22,171 from 21,972
Change+199 (+1%)
Value$4.5M (-$463.0K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares22,149 from 19,537
Change+2,612 (+13%)
Value$4.8M (+$452.9K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares21,884 from 13,139
Change+8,745 (+67%)
Value$4.4M (+$1.7M)
Filed 2026-11-06
Yarbrough Capital, LLC
UNCHANGED
Shares21,500 from 21,500
Change0 (0%)
Value$4.3M (-$492.1K)
Filed 2026-10-19
McGinn Penninger Investment Management, Inc.
DECREASED
Shares20,537 from 21,012
Change-475 (-2%)
Value$4.1K (-$4.7M)
Filed 2026-11-09
Maryland State Retirement & Pension System
INCREASED
Shares19,799 from 17,242
Change+2,557 (+15%)
Value$4.0M (+$118.7K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares19,780 from 19,019
Change+761 (+4%)
Value$4.0M (-$282.6K)
Filed 2026-11-03
Pensionfund Sabic
DECREASED
Shares19,606 from 20,006
Change-400 (-2%)
Value$3.9K (-$538)
Filed 2026-10-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares19,384 from 20,489
Change-1,105 (-5%)
Value$3.9M (-$690.8K)
Filed 2026-11-03
LDR Capital Management LLC
INCREASED
Shares19,060 from 17,706
Change+1,354 (+8%)
Value$3.8M (-$133.5K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares18,729 from 18,256
Change+473 (+3%)
Value$4.2M (+$105.9K)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares18,259 from 18,165
Change+94 (+1%)
Value$3.7M (-$396.9K)
Filed 2026-11-03
iA Global Asset Management Inc.
INCREASED
Shares18,163 from 15,880
Change+2,283 (+14%)
Value$3.6K (-$3.5M)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares18,151 from 3,387
Change+14,764 (+436%)
Value$3.8M (+$3.1M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares18,140 from 18,161
Change-21 (0%)
Value$3.6M (-$419.9K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares17,415 from 19,324
Change-1,909 (-10%)
Value$3.5M (-$825.5K)
Filed 2026-10-15
Hartford Investment Management Co
DECREASED
Shares17,328 from 17,907
Change-579 (-3%)
Value$3.5M (-$526.1K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED
Shares16,778 from 17,156
Change-378 (-2%)
Value$3.4M (-$468.7K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares16,604 from 17,334
Change-730 (-4%)
Value$3.3M (-$543.6K)
Filed 2026-11-04
U S Wealth Group, Llc.
DECREASED
Shares16,354 from 16,406
Change-52 (0%)
Value$3.3M (-$385.9K)
Filed 2026-11-09
New Mexico Educational Retirement Board
UNCHANGED
Shares16,195 from 16,195
Change0 (0%)
Value$3.3K (-$3.6M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares15,900 from 16,600
Change-700 (-4%)
Value$3.2M (-$520.5K)
Filed 2026-10-20
Spirit of America Management Corp
DECREASED
Shares15,850 from 16,850
Change-1,000 (-6%)
Value$3.2M (-$586.5K)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares15,519 from 15,799
Change-280 (-2%)
Value$3.1M (-$417.8K)
Filed 2026-10-28
Braeburn Wealth Management LLC
UNCHANGED
Shares15,271 from 15,271
Change0 (0%)
Value$3.1M (-$349.5K)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares14,841 from 10,980
Change+3,861 (+35%)
Value$3.0M (+$524.0K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares14,811 from 12,566
Change+2,245 (+18%)
Value$3.0M (+$163.1K)
Filed 2026-10-21
Canada Post Corp Registered Pension Plan
DECREASED
Shares14,620 from 15,216
Change-596 (-4%)
Value$3.0M (-$416.5K)
Filed 2026-11-09
Stackstone Wealth, LLC
NEW
Shares14,477
Change+14,477
Value$2.9M
Filed 2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares14,145 from 14,000
Change+145 (+1%)
Value$2.8M (-$291.4K)
Filed 2026-10-21
Fortem Financial Group, LLC
INCREASED
Shares13,951 from 13,108
Change+843 (+6%)
Value$2.8M (-$130.8K)
Filed 2026-10-20
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares13,898 from 15,781
Change-1,883 (-12%)
Value$2.8M (-$739.3K)
Filed 2026-10-26
Financial Management Network Inc
DECREASED
Shares13,843 from 14,095
Change-252 (-2%)
Value$2.8M (-$441.7K)
Filed 2026-10-09
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares13,317 from 9,203
Change+4,114 (+45%)
Value$2.7M (+$615.3K)
Filed 2026-10-13
Lodestone Wealth Management LLC
DECREASED
Shares13,224 from 15,262
Change-2,038 (-13%)
Value$2.7M (-$758.7K)
Filed 2026-10-14
Merit Financial Group, LLC
DECREASED
Shares13,213 from 13,215
Change-2 (0%)
Value$2.7M (-$303.3K)
Filed 2026-11-06
Plato Investment Management Ltd
DECREASED
Shares13,086 from 13,239
Change-153 (-1%)
Value$2.6M (-$306.3K)
Filed 2026-11-05
Squarepoint Ops LLC
DECREASED
Shares12,970 from 15,419
Change-2,449 (-16%)
Value$2.6M (-$844.6K)
Filed 2026-11-09
Adell Harriman & Carpenter Inc
DECREASED
Shares12,770 from 12,948
Change-178 (-1%)
Value$2.6M (-$332.0K)
Filed 2026-11-02
RED Cedar Investment Management, LLC
UNCHANGED
Shares12,685 from 12,685
Change0 (0%)
Value$2.5M (-$290.4K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares12,601 from 14,024
Change-1,423 (-10%)
Value$2.5K (-$3.1M)
Filed 2026-10-26
Inspire Trust Co, N.A.
DECREASED
Shares12,500 from 14,500
Change-2,000 (-14%)
Value$2.5M (-$733.4K)
Filed 2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED
Shares12,431 from 11,393
Change+1,038 (+9%)
Value$2.5M (-$52.4K)
Filed 2026-10-26
Cascade Investment Group, Inc.
DECREASED
Shares12,367 from 12,527
Change-160 (-1%)
Value$2.5M (-$318.9K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares12,273 from 14,554
Change-2,281 (-16%)
Value$2.5M (-$791.1K)
Filed 2026-10-15
Hudson Canyon Capital Management
DECREASED
Shares12,247 from 12,985
Change-738 (-6%)
Value$2.5M (-$445.4K)
Filed 2026-11-04
Carret Asset Management, LLC
DECREASED
Shares12,003 from 12,203
Change-200 (-2%)
Value$2.4M (-$319.5K)
Filed 2026-11-04
Bdf-Gestion
DECREASED
Shares11,982 from 13,502
Change-1,520 (-11%)
Value$2.4M (-$2.0M)
Filed 2026-10-19
Old Port Advisors
INCREASED
Shares11,718 from 11,379
Change+339 (+3%)
Value$2.4M (-$192.4K)
Filed 2026-10-23
AGF Management LTD
DECREASED
Shares11,685 from 15,313
Change-3,628 (-24%)
Value$2.3M (-$1.1M)
Filed 2026-11-03
Norden Group LLC
INCREASED
Shares11,568 from 11,504
Change+64 (+1%)
Value$2.3M (-$250.6K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares11,096 from 11,311
Change-215 (-2%)
Value$2.2M (-$302.0K)
Filed 2026-10-28
Tema Etfs LLC
INCREASED
Shares11,041 from 10,838
Change+203 (+2%)
Value$2.2M (-$207.3K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares11,022 from 10,158
Change+864 (+9%)
Value$2.2M (-$59.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares10,981 from 12,686
Change-1,705 (-13%)
Value$2.2M (-$632.7K)
Filed 2026-11-06
Perpetual Ltd
DECREASED
Shares10,615 from 11,235
Change-620 (-6%)
Value$2.1M (-$381.6K)
Filed 2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares10,600 from 6,498
Change+4,102 (+63%)
Value$2.1M (+$674.8K)
Filed 2026-10-22
E. Ohman J:or Asset Management AB
UNCHANGED
Shares10,529 from 10,529
Change0 (0%)
Value$2.1M (-$241.0K)
Filed 2026-10-22
Howland Capital Management LLC
DECREASED
Shares10,462 from 10,786
Change-324 (-3%)
Value$2.1M (-$311.9K)
Filed 2026-10-22
Morangie Management LLC
INCREASED
Shares10,272 from 10,271
Change+1 (+0%)
Value$2.1M (-$235.1K)
Filed 2026-10-15
Jeppson Wealth Management, LLC
DECREASED
Shares10,093 from 10,153
Change-60 (-1%)
Value$2.0M (-$244.4K)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares10,035 from 9,990
Change+45 (+0%)
Value$2.0M (-$219.6K)
Filed 2026-10-15
Redmond Asset Management, LLC
DECREASED
Shares10,004 from 10,940
Change-936 (-9%)
Value$2.0M (-$438.3K)
Filed 2026-10-27
Cascade Investment Advisors, Inc.
DECREASED
Shares9,863 from 9,908
Change-45 (0%)
Value$2.0M (-$235.8K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares9,837 from 9,827
Change+10 (+0%)
Value$2.0M (-$222.9K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares9,817 from 10,056
Change-239 (-2%)
Value$2.0M (-$279.7K)
Filed 2026-10-08
North Dakota State Investment Board
INCREASED
Shares9,789 from 9,634
Change+155 (+2%)
Value$2.0M (-$189.4K)
Filed 2026-10-27
Diligent Investors, LLC
DECREASED
Shares9,685 from 10,234
Change-549 (-5%)
Value$1.9M (-$344.5K)
Filed 2026-10-21
Pine Valley Investments Ltd Liability Co
DECREASED
Shares9,520 from 9,537
Change-17 (0%)
Value$1.9M (-$221.7K)
Filed 2026-11-09
Ascentis Independent Advisors
INCREASED
Shares9,517 from 13
Change+9,504 (+73108%)
Value$1.9M (+$1.9M)
Filed 2026-11-03
Convergence Investment Partners, LLC
DECREASED
Shares9,514 from 9,541
Change-27 (0%)
Value$1.9M (-$223.8K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares9,503 from 10,357
Change-854 (-8%)
Value$1.9M (-$408.6K)
Filed 2026-10-23
Moran Wealth Management, LLC
INCREASED
Shares9,428 from 9,219
Change+209 (+2%)
Value$1.9M (-$169.1K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares9,389 from 8,816
Change+573 (+7%)
Value$1.9M (-$86.8K)
Filed 2026-10-08
Intech Investment Management LLC
INCREASED
Shares9,297 from 8,777
Change+520 (+6%)
Value$1.9M (-$96.5K)
Filed 2026-11-09
OmniStar Financial Group, Inc.
NEW
Shares9,095
Change+9,095
Value$1.8M
Filed 2026-10-26
Coldstream Capital Management Inc
INCREASED
Shares8,960 from 8,679
Change+281 (+3%)
Value$1.8M (-$142.2K)
Filed 2026-11-09
Wedmont Private Capital
INCREASED
Shares8,826 from 7,560
Change+1,266 (+17%)
Value$1.8M (+$107.8K)
Filed 2026-10-09
M&G Plc
DECREASED
Shares8,783 from 12,066
Change-3,283 (-27%)
Value$1.8M (-$937.4K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares8,739 from 9,569
Change-830 (-9%)
Value$1.8M (-$385.5K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares8,694 from 8,313
Change+381 (+5%)
Value$1.7M (-$114.0K)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares8,620 from 8,698
Change-78 (-1%)
Value$1.7M (-$216.1K)
Filed 2026-11-06
Raiffeisen Bank International AG
DECREASED
Shares8,616 from 9,865
Change-1,249 (-13%)
Value$1.8M (-$484.8K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
DECREASED
Shares8,522 from 9,418
Change-896 (-10%)
Value$1.6M (-$200.5K)
Filed 2026-10-26
Pinnacle Associates LTD
INCREASED
Shares8,470 from 8,036
Change+434 (+5%)
Value$1.7M (-$96.7K)
Filed 2026-10-20
Securian Asset Management, Inc
DECREASED
Shares8,363 from 8,564
Change-201 (-2%)
Value$1.7M (-$279.6K)
Filed 2026-11-06
Emergent Wealth Advisors, LLC
DECREASED
Shares8,307 from 8,473
Change-166 (-2%)
Value$1.7M (-$214.9K)
Filed 2026-10-09
Keybank National Association
INCREASED
Shares8,260 from 8,063
Change+197 (+2%)
Value$1.7M (-$145.0K)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares8,156 from 8,949
Change-793 (-9%)
Value$1.6M (-$364.0K)
Filed 2026-10-29
Wealth Preservation Advisors, LLC
INCREASED
Shares8,050 from 8,002
Change+48 (+1%)
Value$1.6M (-$173.6K)
Filed 2026-11-05
InTrack Investment Management Inc
DECREASED
Shares7,988 from 8,547
Change-559 (-7%)
Value$1.6M (-$307.9K)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares7,850 from 8,223
Change-373 (-5%)
Value$1.6M (-$263.0K)
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares7,846 from 7,306
Change+540 (+7%)
Value$1.6M (-$58.8K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares7,787 from 7,587
Change+200 (+3%)
Value$1.6M (-$133.5K)
Filed 2026-10-08
Sound Income Strategies, LLC
DECREASED
Shares7,773 from 128,026
Change-120,253 (-94%)
Value$1.6M (-$27.1M)
Filed 2026-10-09
Bedel Financial Consulting, Inc.
UNCHANGED
Shares7,718 from 7,718
Change0 (0%)
Value$1.5M (-$176.7K)
Filed 2026-11-06
LVW Advisors, LLC
NEW
Shares7,660
Change+7,660
Value$1.5M
Filed 2026-10-19
Mount Lucas Management LP
NEW
Shares7,627
Change+7,627
Value$1.5M
Filed 2026-11-09
Frank, Rimerman Advisors LLC
DECREASED
Shares7,513 from 7,531
Change-18 (0%)
Value$1.5M (-$176.0K)
Filed 2026-10-16
American Assets Investment Management, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$401.0K (-$11.2K)
Filed 2026-10-30
Assenagon Asset Management S.A.
UNCHANGED
Shares7,477 from 7,477
Change0 (0%)
Value$1.5M (-$171.1K)
Filed 2026-10-15
Davenport & Co LLC
INCREASED
Shares7,373 from 6,408
Change+965 (+15%)
Value$1.5M (+$47.1K)
Filed 2026-10-14
Bruni J V & Co
DECREASED
Shares7,335 from 24,746
Change-17,411 (-70%)
Value$1.5M (-$4.1M)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares7,321 from 7,322
Change-1 (0%)
Value$1.5M (-$167.8K)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares7,319 from 7,319
Change0 (0%)
Value$1.5K (-$1.6M)
Filed 2026-11-03
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares7,150 from 7,150
Change0 (0%)
Value$1.4M (-$163.7K)
Filed 2026-10-26
Cypress Capital Group
UNCHANGED
Shares7,012 from 7,012
Change0 (0%)
Value$1.4M (-$160.5K)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
INCREASED
Shares7,008 from 6,972
Change+36 (+1%)
Value$1.4M (-$152.5K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
INCREASED
Shares6,980 from 1,815
Change+5,165 (+285%)
Value$1.4M (+$995.4K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares6,780 from 6,424
Change+356 (+6%)
Value$1.4M (-$75.5K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares6,754 from 6,640
Change+114 (+2%)
Value$1.4M (-$129.1K)
Filed 2026-10-23
Kintegral Advisory, LLC
INCREASED
Shares6,742 from 6,704
Change+38 (+1%)
Value$1.4M (-$145.8K)
Filed 2026-10-16
First Pacific Financial
INCREASED
Shares6,726 from 6,578
Change+148 (+2%)
Value$1.4M (-$120.9K)
Filed 2026-10-14
Morguard Lincluden Global Investments Ltd
UNCHANGED
Shares6,537 from 6,537
Change0 (0%)
Value$1.3K (-$1.5M)
Filed 2026-10-28
Illinois Municipal Retirement Fund
NEW
Shares6,508
Change+6,508
Value$1.3M
Filed 2026-11-05
Novem Group
INCREASED
Shares6,453 from 6,339
Change+114 (+2%)
Value$1.3M (-$122.2K)
Filed 2026-10-19
Marino, Stram & Associates LLC
DECREASED
Shares6,374 from 6,401
Change-27 (0%)
Value$1.3M (-$151.8K)
Filed 2026-10-22
Solidarity Wealth, LLC
INCREASED
Shares6,231 from 6,210
Change+21 (+0%)
Value$1.3M (-$137.9K)
Filed 2026-10-15
Evergreen Capital Management LLC
INCREASED
Shares6,203 from 6,185
Change+18 (+0%)
Value$1.2M (-$138.0K)
Filed 2026-10-23
Chung Wu Investment Group, LLC
DECREASED
Shares6,160 from 6,200
Change-40 (-1%)
Value$1.2M (-$149.9K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares6,122 from 6,118
Change+4 (+0%)
Value$1.2M (-$139.1K)
Filed 2026-11-09
Picton Mahoney Asset Management
INCREASED
Shares6,064 from 2,104
Change+3,960 (+188%)
Value$1.2M (+$746.8K)
Filed 2026-11-09
Delphi Management Inc
NEW
Shares6,020
Change+6,020
Value$1.2K
Filed 2026-11-05
Legacy Wealth Asset Management, LLC
DECREASED
Shares6,017 from 7,070
Change-1,053 (-15%)
Value$1.2M (-$373.2K)
Filed 2026-10-09
Everhart Financial Group, Inc.
DECREASED
Shares5,987 from 5,990
Change-3 (0%)
Value$1.2M (-$137.7K)
Filed 2026-10-08
Adams Asset Advisors, LLC
UNCHANGED
Shares5,789 from 5,789
Change0 (0%)
Value$1.2M (-$132.5K)
Filed 2026-10-08
Independent Financial Group, LLC
INCREASED
Shares5,786 from 5,725
Change+61 (+1%)
Value$1.2M (-$118.8K)
Filed 2026-10-13
Simplex Trading, LLC
DECREASED
Shares5,721 from 18,677
Change-12,956 (-69%)
Value$1.1M (-$3.0M)
Filed 2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED
Shares5,699 from 5,809
Change-110 (-2%)
Value$1.1M (-$155.0K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares5,644 from 5,198
Change+446 (+9%)
Value$1.1M (-$29.4K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,644 from 5,297
Change+347 (+7%)
Value$1.1M (-$51.7K)
Filed 2026-10-23
White Pine Capital LLC
DECREASED
Shares5,624 from 5,659
Change-35 (-1%)
Value$1.1M (-$136.6K)
Filed 2026-11-09
Parallel Advisors, LLC
DECREASED
Shares5,591 from 5,702
Change-111 (-2%)
Value$1.1M (-$152.8K)
Filed 2026-11-03
Nwam LLC
DECREASED
Shares5,551 from 5,662
Change-111 (-2%)
Value$1.1M (-$151.9K)
Filed 2026-11-09
Diversify Advisory Services, LLC
INCREASED
Shares5,460 from 5,240
Change+220 (+4%)
Value$1.1M (-$103.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares5,460 from 5,240
Change+220 (+4%)
Value$1.1M (-$103.5K)
Filed 2026-10-20
GKV Capital Management Co., Inc.
INCREASED
Shares5,459 from 4,391
Change+1,068 (+24%)
Value$1.1M (+$113.9K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares5,414 from 5,445
Change-31 (-1%)
Value$1.1M (-$131.0K)
Filed 2026-11-05
Genesee Capital Advisors, LLC
INCREASED
Shares5,348 from 5,292
Change+56 (+1%)
Value$1.1M (-$110.0K)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED
Shares5,343 from 5,543
Change-200 (-4%)
Value$1.1M (-$167.0K)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares5,279 from 5,279
Change0 (0%)
Value$1.1M (-$120.8K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares5,232 from 3,677
Change+1,555 (+42%)
Value$1.1M (+$227.1K)
Filed 2026-10-15
Meadowbrook Wealth Management, LLC
DECREASED
Shares5,230 from 7,105
Change-1,875 (-26%)
Value$1.0M (-$534.4K)
Filed 2026-10-08
New England Research & Management, Inc.
INCREASED
Shares5,060 from 3,010
Change+2,050 (+68%)
Value$1.0M (+$342.7K)
Filed 2026-10-16
TrueWealth Advisors, LLC
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$1.0M (-$115.8K)
Filed 2026-10-09
KG Capital Management
DECREASED
Shares5,051 from 5,161
Change-110 (-2%)
Value$1.0M (-$140.2K)
Filed 2026-10-15
Procyon Advisors, LLC
INCREASED
Shares5,045 from 3,663
Change+1,382 (+38%)
Value$1.0M (+$193.6K)
Filed 2026-10-21
Paradigm Asset Management Co LLC
DECREASED
Shares5,000 from 7,400
Change-2,400 (-32%)
Value$1.0M (-$651.2K)
Filed 2026-11-05
American Assets Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.0M (-$114.5K)
Filed 2026-10-30
Oppenheimer Asset Management Inc.
DECREASED
Shares4,982 from 5,010
Change-28 (-1%)
Value$1.0M (-$120.3K)
Filed 2026-10-27
Integrity Alliance, Llc.
NEW
Shares4,924
Change+4,924
Value$988.5K
Filed 2026-10-29
Radnor Capital Management, LLC
DECREASED
Shares4,837 from 4,937
Change-100 (-2%)
Value$971.2K (-$133.1K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares4,828 from 4,971
Change-143 (-3%)
Value$969.3K (-$142.4K)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares4,815 from 4,865
Change-50 (-1%)
Value$966.7K (-$121.4K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares4,753 from 4,674
Change+79 (+2%)
Value$954.2K (-$91.1K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares4,753 from 4,723
Change+30 (+1%)
Value$954.2K (-$102.1K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,663 from 2,186
Change+2,477 (+113%)
Value$936.1K (+$438.7K)
Filed 2026-10-13
TBH Global Asset Management, LLC
INCREASED
Shares4,586 from 4,585
Change+1 (+0%)
Value$920.7K (-$104.8K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares4,534 from 1,479
Change+3,055 (+207%)
Value$910.2K (+$579.4K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
DECREASED
Shares4,501 from 6,216
Change-1,715 (-28%)
Value$954.4K (-$435.8K)
Filed 2026-10-30
GF Fund Management Co. Ltd.
INCREASED
Shares4,501 from 4,349
Change+152 (+4%)
Value$903.6K (-$69.0K)
Filed 2026-10-26
Belpointe Asset Management LLC
UNCHANGED
Shares4,451 from 4,451
Change0 (0%)
Value$893.8K (-$101.9K)
Filed 2026-11-09
Harrell Investment Partners, LLC
DECREASED
Shares4,446 from 5,084
Change-638 (-13%)
Value$892.6K (-$244.5K)
Filed 2026-10-15
Gateway Investment Advisers LLC
DECREASED
Shares4,440 from 4,531
Change-91 (-2%)
Value$891.3K (-$122.0K)
Filed 2026-10-13
Gilman Hill Asset Management, LLC
DECREASED
Shares4,427 from 4,447
Change-20 (0%)
Value$888.8K (-$105.8K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares4,371 from 4,371
Change0 (0%)
Value$877.5K (-$100.1K)
Filed 2026-11-02
Investors Research Corp
DECREASED
Shares4,306 from 4,431
Change-125 (-3%)
Value$864.5K (-$126.5K)
Filed 2026-10-07
Profund Advisors LLC
INCREASED
Shares4,292 from 3,358
Change+934 (+28%)
Value$861.7K (+$110.6K)
Filed 2026-10-29
VestGen Advisors, LLC
DECREASED
Shares4,195 from 4,232
Change-37 (-1%)
Value$842.1K (-$104.5K)
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares4,191 from 3,196
Change+995 (+31%)
Value$841.5K (+$126.6K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares4,119 from 4,492
Change-373 (-8%)
Value$827 (-$1.0M)
Filed 2026-10-22
Michels Family Financial, LLC
DECREASED
Shares4,086 from 4,215
Change-129 (-3%)
Value$820.3K (-$122.3K)
Filed 2026-11-02
Candriam S.C.A.
UNCHANGED
Shares4,066 from 4,066
Change0 (0%)
Value$819.3K (-$89.2K)
Filed 2026-11-03
Purkiss Capital Advisors LLC
INCREASED
Shares4,060 from 4,054
Change+6 (+0%)
Value$815.2K (-$91.5K)
Filed 2026-11-06
First Citizens Bank & Trust Co
NEW
Shares4,047
Change+4,047
Value$812.5K
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,038 from 3,624
Change+414 (+11%)
Value$810.7K (+$161)
Filed 2026-11-03
Future Financial Wealth Managment LLC
INCREASED
Shares4,029 from 4,023
Change+6 (+0%)
Value$808.9K (-$97.0K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
DECREASED
Shares4,022 from 4,201
Change-179 (-4%)
Value$807.5K (-$131.9K)
Filed 2026-10-16
Vontobel Holding Ltd.
DECREASED
Shares4,015 from 5,645
Change-1,630 (-29%)
Value$806.1K (-$456.5K)
Filed 2026-10-16
CFM Wealth Partners LLC
DECREASED
Shares4,002 from 4,069
Change-67 (-2%)
Value$803.5K (-$106.5K)
Filed 2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$803.0K (-$91.6K)
Filed 2026-10-16
Blue Capital, Inc.
NEW
Shares3,989
Change+3,989
Value$800.8K
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares3,961 from 3,970
Change-9 (0%)
Value$795.2K (-$92.7K)
Filed 2026-11-03
Generali Asset Management SPA SGR
INCREASED
Shares3,939 from 3,647
Change+292 (+8%)
Value$790.8K (-$24.9K)
Filed 2026-10-26
Manske Wealth Management
UNCHANGED
Shares3,911 from 3,911
Change0 (0%)
Value$785.2K (-$89.5K)
Filed 2026-10-26
Golden Reserve Retirement LLC
INCREASED
Shares3,847 from 3,296
Change+551 (+17%)
Value$772.4K (+$35.2K)
Filed 2026-11-02
Triad Wealth Partners, LLC
DECREASED
Shares3,836 from 4,239
Change-403 (-10%)
Value$770.1K (-$201.4K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares3,827 from 2,262
Change+1,565 (+69%)
Value$768.4K (+$262.4K)
Filed 2026-11-04
Applied Finance Capital Management, LLC
DECREASED
Shares3,792 from 5,150
Change-1,358 (-26%)
Value$761.3K (-$390.5K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares3,749 from 3,430
Change+319 (+9%)
Value$752.6K (-$14.4K)
Filed 2026-11-05
RS Crum Inc.
UNCHANGED
Shares3,726 from 3,726
Change0 (0%)
Value$748.0K (-$85.3K)
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares3,697 from 3,712
Change-15 (0%)
Value$742.3K (-$87.8K)
Filed 2026-10-14
Soltis Investment Advisors LLC
DECREASED
Shares3,696 from 27,851
Change-24,155 (-87%)
Value$742.0K (-$5.5M)
Filed 2026-10-28
Impact Partnership Wealth, LLC
INCREASED
Shares3,684 from 2,847
Change+837 (+29%)
Value$739.7K (+$102.9K)
Filed 2026-11-09
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares3,672 from 3,227
Change+445 (+14%)
Value$737.5K (+$15.7K)
Filed 2026-10-09
Strategy Asset Managers LLC
NEW
Shares3,644
Change+3,644
Value$731.6K
Filed 2026-10-14
Bernicke Wealth Management, Ltd.
DECREASED
Shares3,632 from 3,664
Change-32 (-1%)
Value$729.2K (-$90.3K)
Filed 2026-11-06
Aspiriant, LLC
INCREASED
Shares3,613 from 3,597
Change+16 (+0%)
Value$725.3K (-$79.1K)
Filed 2026-10-16
Autumn Glory Partners, LLC
UNCHANGED
Shares3,585 from 3,585
Change0 (0%)
Value$719.7K (-$82.1K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares3,583 from 3,308
Change+275 (+8%)
Value$715.1K (-$11.6K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares3,432 from 3,421
Change+11 (+0%)
Value$689.0K (-$76.1K)
Filed 2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED
Shares3,422 from 7,561
Change-4,139 (-55%)
Value$755.7K (-$869.3K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares3,415 from 3,400
Change+15 (+0%)
Value$685.6K (-$74.8K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares3,398 from 3,114
Change+284 (+9%)
Value$682.2K (-$14.2K)
Filed 2026-11-04
Strathmore Capital Advisors, Inc.
DECREASED
Shares3,396 from 3,808
Change-412 (-11%)
Value$775.7K (-$87.9K)
Filed 2026-11-09
Yoffe Investment Management, LLC
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$679.2K (-$77.4K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,378 from 3,692
Change-314 (-8%)
Value$678.1K (-$147.5K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
INCREASED
Shares3,341 from 3,316
Change+25 (+1%)
Value$670.8K (-$70.8K)
Filed 2026-11-05
James Investment Research, Inc.
NEW
Shares3,332
Change+3,332
Value$668.9K
Filed 2026-10-22
Krane Funds Advisors LLC
INCREASED
Shares3,318 from 2,871
Change+447 (+16%)
Value$666.1K (+$24.0K)
Filed 2026-11-09
Ascentis Wealth Management, LLC
INCREASED
Shares3,265 from 3,102
Change+163 (+5%)
Value$656.1K (-$38.2K)
Filed 2026-11-03
Fisher Asset Management, LLC
DECREASED
Shares3,253 from 3,641
Change-388 (-11%)
Value$653.1K (-$161.3K)
Filed 2026-11-06
CWA Asset Management Group, LLC
DECREASED
Shares3,247 from 3,314
Change-67 (-2%)
Value$651.9K (-$89.3K)
Filed 2026-10-19
Fourpath Capital Management, LLC
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$647.5K (-$73.8K)
Filed 2026-10-19
Welch Group, LLC
DECREASED
Shares3,160 from 3,215
Change-55 (-2%)
Value$634.3K (-$84.8K)
Filed 2026-10-29
Rossmore Private Capital
INCREASED
Shares3,125 from 2,300
Change+825 (+36%)
Value$627.4K (+$113.0K)
Filed 2026-10-27
Argentarii, LLC
DECREASED
Shares3,108 from 3,109
Change-1 (0%)
Value$624.0K (-$58.6K)
Filed 2026-10-28
Cohen Klingenstein LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$622.4K (-$71.0K)
Filed 2026-10-15
Nilsine Partners, LLC
INCREASED
Shares3,085 from 2,967
Change+118 (+4%)
Value$619.3K (-$44.2K)
Filed 2026-11-02
Cheviot Value Management, LLC
UNCHANGED
Shares3,065 from 3,065
Change0 (0%)
Value$615.3K (-$70.2K)
Filed 2026-11-09
WealthBridge Capital Management, LLC
INCREASED
Shares3,054 from 2,712
Change+342 (+13%)
Value$613.0K (+$6.4K)
Filed 2026-10-16
Cigna Investments Inc
UNCHANGED
Shares3,042 from 3,042
Change0 (0%)
Value$611 (-$680.4K)
Filed 2026-10-19
Finivi Inc.
DECREASED
Shares3,026 from 7,813
Change-4,787 (-61%)
Value$607.5K (-$1.1M)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares3,025 from 2,512
Change+513 (+20%)
Value$607.3K (+$45.5K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,013 from 1,898
Change+1,115 (+59%)
Value$604.9K (+$180.4K)
Filed 2026-10-13
Roble, Belko & Company, Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$602 (-$670.4K)
Filed 2026-11-09
Westover Capital Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$602.3K (-$68.7K)
Filed 2026-10-26
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,958 from 2,952
Change+6 (+0%)
Value$593.9K (-$66.2K)
Filed 2026-10-09
Ascent Group, LLC
DECREASED
Shares2,910 from 2,942
Change-32 (-1%)
Value$584.2K (-$73.8K)
Filed 2026-10-30
HBK Sorce Advisory LLC
INCREASED
Shares2,883 from 2,709
Change+174 (+6%)
Value$653.1K (+$44.2K)
Filed 2026-11-06
First National Bank Sioux Falls
DECREASED
Shares2,874 from 2,891
Change-17 (-1%)
Value$577.0K (-$5.1K)
Filed 2026-10-13
Grant Private Wealth Management Inc
NEW
Shares2,872
Change+2,872
Value$576.7K
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares2,872 from 3,512
Change-640 (-18%)
Value$576.6K (-$208.9K)
Filed 2026-10-16
111 Capital
NEW
Shares2,861
Change+2,861
Value$574.4K
Filed 2026-11-03
Crestwood Advisors Group, LLC
INCREASED
Shares2,821 from 2,629
Change+192 (+7%)
Value$566.3K (-$21.6K)
Filed 2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,819 from 1,680
Change+1,139 (+68%)
Value$566.0K (+$190.2K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares2,815 from 2,835
Change-20 (-1%)
Value$565.2K (-$68.7K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares2,776 from 2,775
Change+1 (+0%)
Value$557.3K (-$63.3K)
Filed 2026-10-22
MFA Wealth Advisors, LLC
DECREASED
Shares2,722 from 2,919
Change-197 (-7%)
Value$546.5K (-$106.4K)
Filed 2026-10-07
KCM Investment Advisors LLC
DECREASED
Shares2,715 from 2,846
Change-131 (-5%)
Value$545.1K (-$91.4K)
Filed 2026-10-27
Great Valley Advisor Group, Inc.
DECREASED
Shares2,682 from 3,094
Change-412 (-13%)
Value$538.3K (-$154.2K)
Filed 2026-11-09
Kestra Investment Management, LLC
DECREASED
Shares2,673 from 3,586
Change-913 (-25%)
Value$536.7K (-$265.4K)
Filed 2026-11-04
Focused Alpha, LLC
NEW
Shares2,586
Change+2,586
Value$519.2K
Filed 2026-10-20
Lazari Capital Management, Inc.
DECREASED
Shares2,585 from 2,638
Change-53 (-2%)
Value$519.0K (-$70.8K)
Filed 2026-10-20
Schnieders Capital Management, Llc.
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$517.4K (-$59.0K)
Filed 2026-11-09
Childress Capital Advisors, LLC
DECREASED
Shares2,571 from 2,610
Change-39 (-1%)
Value$516.1K (-$67.5K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares2,543 from 2,608
Change-65 (-2%)
Value$510.5K (-$72.9K)
Filed 2026-10-21
Asset Planning,Inc
UNCHANGED
Shares2,535 from 2,535
Change0 (0%)
Value$508.9K (-$58.0K)
Filed 2026-10-26
William Allan Corp
DECREASED
Shares2,525 from 2,707
Change-182 (-7%)
Value$506.9K (-$98.5K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,517 from 2,375
Change+142 (+6%)
Value$505.3K (-$25.9K)
Filed 2026-10-16
Manchester Financial Inc
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$504.1K (-$57.5K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares2,502 from 2,505
Change-3 (0%)
Value$502.3K (-$57.9K)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares2,501 from 2,501
Change0 (0%)
Value$502.1K (-$57.2K)
Filed 2026-10-14
Tritonpoint Wealth, LLC
DECREASED
Shares2,490 from 2,922
Change-432 (-15%)
Value$499.9K (-$153.6K)
Filed 2026-10-19
Wright Investors Service Inc
DECREASED
Shares2,487 from 2,588
Change-101 (-4%)
Value$499.3K (-$79.5K)
Filed 2026-11-02
Lederer & Associates Investment Counsel
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$499 (-$57)
Filed 2026-10-23
Vela Investment Management, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$497.9K (-$56.8K)
Filed 2026-11-09
Sage Investment Advisers LLC
DECREASED
Shares2,469 from 2,505
Change-36 (-1%)
Value$495.7K (-$64.4K)
Filed 2026-10-21
Gables Capital Management Inc.
DECREASED
Shares2,465 from 2,515
Change-50 (-2%)
Value$494.9K (-$67.6K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
DECREASED
Shares2,459 from 2,494
Change-35 (-1%)
Value$493.7K (-$64.1K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares2,446 from 2,700
Change-254 (-9%)
Value$491.2K (-$110.8K)
Filed 2026-11-02
Fulcrum Capital LLC
DECREASED
Shares2,439 from 2,512
Change-73 (-3%)
Value$489.7K (-$72.2K)
Filed 2026-10-15
Baker Avenue Asset Management, LP
INCREASED
Shares2,431 from 2,025
Change+406 (+20%)
Value$488.0K (+$35.0K)
Filed 2026-11-06
Silverleafe Capital Partners, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$481.8K (-$54.9K)
Filed 2026-10-02
Gibbs Wealth Management
INCREASED
Shares2,389 from 2,025
Change+364 (+18%)
Value$479.6K (+$26.6K)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares2,386 from 1,249
Change+1,137 (+91%)
Value$479.0K (+$199.7K)
Filed 2026-10-16
Montecito Bank & Trust
INCREASED
Shares2,378 from 2,239
Change+139 (+6%)
Value$477.4K (-$23.3K)
Filed 2026-10-01
Manchester Capital Management LLC
DECREASED
Shares2,353 from 2,401
Change-48 (-2%)
Value$472.4K (-$64.6K)
Filed 2026-10-22
V-Square Quantitative Management LLC
INCREASED
Shares2,351 from 2,194
Change+157 (+7%)
Value$472.0K (-$18.7K)
Filed 2026-10-15
Carmel Capital Partners, LLC
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$466.2K (-$53.2K)
Filed 2026-11-03
Monument Capital Management
INCREASED
Shares2,313 from 2,284
Change+29 (+1%)
Value$464.4K (-$46.5K)
Filed 2026-10-09
Home Federal Bank of Tennessee
DECREASED
Shares2,274 from 2,275
Change-1 (0%)
Value$456.5K (-$52.3K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,259 from 2,234
Change+25 (+1%)
Value$453.6K (-$46.1K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,254 from 2,261
Change-7 (0%)
Value$452.5K (-$53.2K)
Filed 2026-10-27
Kaizen Financial Strategies
INCREASED
Shares2,236 from 2,215
Change+21 (+1%)
Value$448.9K (-$44.9K)
Filed 2026-10-09
Summit Global Investments
DECREASED
Shares2,187 from 2,210
Change-23 (-1%)
Value$439 (-$493.6K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED
Shares2,186 from 2,162
Change+24 (+1%)
Value$438.9K (-$44.7K)
Filed 2026-10-23
Alta Advisers Ltd
INCREASED
Shares2,184 from 1,285
Change+899 (+70%)
Value$438.5K (+$151.1K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares2,140 from 8,188
Change-6,048 (-74%)
Value$429.7K (-$1.4M)
Filed 2026-10-30
S-Bank Fund Management Ltd
INCREASED
Shares2,138 from 2,034
Change+104 (+5%)
Value$429.2K (-$25.7K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,131 from 1,227
Change+904 (+74%)
Value$427.8K (+$153.4K)
Filed 2026-10-27
Nabity-Jensen Investment Management Inc
DECREASED
Shares2,128 from 2,141
Change-13 (-1%)
Value$427.2K (-$51.6K)
Filed 2026-10-23
Modera Wealth Management, LLC
INCREASED
Shares2,127 from 1,967
Change+160 (+8%)
Value$427.0K (-$12.9K)
Filed 2026-10-28
Optas, LLC
INCREASED
Shares2,123 from 2,036
Change+87 (+4%)
Value$426.2K (-$29.1K)
Filed 2026-11-09
Samalin Investment Counsel, LLC
INCREASED
Shares2,115 from 2,080
Change+35 (+2%)
Value$424.6K (-$40.7K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares2,099 from 2,217
Change-118 (-5%)
Value$421 (-$75)
Filed 2026-10-02
Rockland Trust Co
INCREASED
Shares2,099 from 2,078
Change+21 (+1%)
Value$421.4K (-$43.4K)
Filed 2026-10-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,085 from 2,077
Change+8 (+0%)
Value$418.6K (-$45.8K)
Filed 2026-10-14
Howard Capital Management, LLC
DECREASED
Shares2,076 from 2,098
Change-22 (-1%)
Value$416.8K (-$52.4K)
Filed 2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,047 from 2,080
Change-33 (-2%)
Value$411.0K (-$54.2K)
Filed 2026-11-02
Birch Financial Group, LLC
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$411.0K (-$46.8K)
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares2,031 from 1,878
Change+153 (+8%)
Value$407.7K (-$12.3K)
Filed 2026-10-20
Curated Wealth Partners LLC
NEW
Shares2,017
Change+2,017
Value$404.9K
Filed 2026-10-15
Providence First Trust Co
DECREASED
Shares2,014 from 2,076
Change-62 (-3%)
Value$404.3K (-$59.9K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares1,999 from 1,682
Change+317 (+19%)
Value$402.6K (+$24.1K)
Filed 2026-10-13
Titleist Asset Management, LLC
DECREASED
Shares1,978 from 2,132
Change-154 (-7%)
Value$397.2K (-$79.7K)
Filed 2026-10-08
Deseret Mutual Benefit Administrators
DECREASED
Shares1,967 from 2,144
Change-177 (-8%)
Value$394.9K (-$84.6K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED
Shares1,963 from 1,074
Change+889 (+83%)
Value$394.1K (+$153.9K)
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares1,953 from 1,928
Change+25 (+1%)
Value$392.1K (-$39.1K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
NEW
Shares1,937
Change+1,937
Value$388.9K
Filed 2026-10-13
OFI Invest Asset Management
DECREASED
Shares1,934 from 2,285
Change-351 (-15%)
Value$341.8K (-$105.2K)
Filed 2026-11-06
Stillwater Wealth Management Group
DECREASED
Shares1,927 from 2,442
Change-515 (-21%)
Value$386.8K (-$159.2K)
Filed 2026-10-21
Resonant Capital Advisors, LLC
INCREASED
Shares1,927 from 1,873
Change+54 (+3%)
Value$386.9K (-$32.0K)
Filed 2026-10-15
BAM Wealth Management, LLC
INCREASED
Shares1,906 from 1,607
Change+299 (+19%)
Value$382.6K (+$23.2K)
Filed 2026-10-15
Viewpoint Investment Partners Corp
INCREASED
Shares1,900 from 1,800
Change+100 (+6%)
Value$381.4K (-$21.2K)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$381.2K (-$43.5K)
Filed 2026-10-27
Ninety One UK Ltd
DECREASED
Shares1,898 from 3,566
Change-1,668 (-47%)
Value$381.0K (-$416.5K)
Filed 2026-10-15
First Bancorp, Inc
INCREASED
Shares1,887 from 1,878
Change+9 (+0%)
Value$378.8K (-$41.2K)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$376.4K (-$42.9K)
Filed 2026-10-13
Catalyst Financial Partners LLC
INCREASED
Shares1,859 from 1,807
Change+52 (+3%)
Value$373.2K (-$30.9K)
Filed 2026-11-06
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,854 from 2,554
Change-700 (-27%)
Value$372.2K (-$199.0K)
Filed 2026-10-21
Personal CFO Solutions, LLC
DECREASED
Shares1,843 from 2,065
Change-222 (-11%)
Value$370.0K (-$91.9K)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares1,839 from 1,792
Change+47 (+3%)
Value$369.2K (-$31.6K)
Filed 2026-11-03
180 Wealth Advisors, LLC
INCREASED
Shares1,835 from 1,834
Change+1 (+0%)
Value$368.4K (-$41.8K)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares1,813 from 1,371
Change+442 (+32%)
Value$364.0K (+$57.4K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares1,812 from 1,774
Change+38 (+2%)
Value$363.8K (-$33.0K)
Filed 2026-10-22
IFG Advisory, LLC
DECREASED
Shares1,798 from 1,800
Change-2 (0%)
Value$361.0K (-$41.6K)
Filed 2026-11-09
Intrua Financial, LLC
DECREASED
Shares1,794 from 2,606
Change-812 (-31%)
Value$360.2K (-$222.6K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
INCREASED
Shares1,788 from 1,758
Change+30 (+2%)
Value$359.0K (-$34.2K)
Filed 2026-11-04
Guardian Partners Inc.
DECREASED
Shares1,780 from 1,917
Change-137 (-7%)
Value$357.4K (-$71.4K)
Filed 2026-10-21
Swiss RE LTD
INCREASED
Shares1,753 from 1,066
Change+687 (+64%)
Value$351.9K (+$113.5K)
Filed 2026-11-06
Cabot Wealth Management Inc
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$350.3K (-$39.9K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares1,743 from 1,412
Change+331 (+23%)
Value$349.9K (+$34.1K)
Filed 2026-10-02
Marest Capital, LLC
INCREASED
Shares1,737 from 1,686
Change+51 (+3%)
Value$350.0K (-$27.2K)
Filed 2026-10-23
American State Bank (Iowa)
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$348.7K (-$39.8K)
Filed 2026-11-03
J. Team Financial, Inc.
INCREASED
Shares1,732 from 1,687
Change+45 (+3%)
Value$347.8K (-$29.8K)
Filed 2026-11-03
Independent Wealth Network Inc.
INCREASED
Shares1,721 from 962
Change+759 (+79%)
Value$345.4K (+$130.2K)
Filed 2026-10-19
Breakwater Capital Group
INCREASED
Shares1,715 from 1,703
Change+12 (+1%)
Value$344.3K (-$36.6K)
Filed 2026-10-09
Diversified Trust Co
DECREASED
Shares1,710 from 2,005
Change-295 (-15%)
Value$343.3K (-$105.1K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares1,701 from 1,331
Change+370 (+28%)
Value$341.5K (+$43.8K)
Filed 2026-11-06
Oak Grove Capital LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$341.3K (-$38.9K)
Filed 2026-10-09
Platform Technology Partners
INCREASED
Shares1,699 from 1,677
Change+22 (+1%)
Value$341.1K (-$34.0K)
Filed 2026-11-02
Opinicus Capital, Inc.
DECREASED
Shares1,692 from 1,725
Change-33 (-2%)
Value$339.7K (-$46.2K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
DECREASED
Shares1,684 from 1,719
Change-35 (-2%)
Value$338.1K (-$46.4K)
Filed 2026-10-07
JB Capital LLC
INCREASED
Shares1,656 from 1,531
Change+125 (+8%)
Value$332.5K (-$9.8K)
Filed 2026-10-19
Greenup Street Wealth Management LLC
INCREASED
Shares1,650 from 1,401
Change+249 (+18%)
Value$331.3K (+$18.0K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares1,643 from 1,546
Change+97 (+6%)
Value$329.8K (-$16.0K)
Filed 2026-11-04
TritonPoint Partners, LLC
DECREASED
Shares1,635 from 3,127
Change-1,492 (-48%)
Value$328.2K (-$371.1K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares1,626 from 1,656
Change-30 (-2%)
Value$326.5K (-$43.9K)
Filed 2026-10-28
Augustine Asset Management Inc
DECREASED
Shares1,620 from 1,711
Change-91 (-5%)
Value$325.2K (-$57.4K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
INCREASED
Shares1,614 from 1,383
Change+231 (+17%)
Value$324.0K (+$14.7K)
Filed 2026-10-28
Interchange Capital Partners, LLC
INCREASED
Shares1,605 from 1,534
Change+71 (+5%)
Value$322.3K (-$20.9K)
Filed 2026-10-28
Winthrop Capital Management, LLC
DECREASED
Shares1,600 from 1,735
Change-135 (-8%)
Value$321.2K (-$66.8K)
Filed 2026-11-05
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$319.8K (-$36.5K)
Filed 2026-11-04
Cetera Trust Company, N.a
DECREASED
Shares1,590 from 1,665
Change-75 (-4%)
Value$319.2K (-$53.2K)
Filed 2026-11-09
Meridian Wealth Management, LLC
INCREASED
Shares1,552 from 1,502
Change+50 (+3%)
Value$309.4K (-$20.2K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares1,551 from 1,436
Change+115 (+8%)
Value$311.4K (-$9.8K)
Filed 2026-10-27
Purus Wealth Management, LLC
INCREASED
Shares1,532 from 1,515
Change+17 (+1%)
Value$307.6K (-$31.3K)
Filed 2026-10-15
Jacobi Capital Management LLC
INCREASED
Shares1,526 from 1,525
Change+1 (+0%)
Value$306.2K (-$34.8K)
Filed 2026-11-05
Miller Global Investments, LLC
DECREASED
Shares1,525 from 1,540
Change-15 (-1%)
Value$306.2K (-$38.3K)
Filed 2026-10-02
Murphy Pohlad Asset Management LLC
INCREASED
Shares1,513 from 1,466
Change+47 (+3%)
Value$303.7K (-$24.1K)
Filed 2026-10-22
Calamos Wealth Management LLC
INCREASED
Shares1,497 from 1,375
Change+122 (+9%)
Value$300.5K (-$7.0K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares1,497 from 1,568
Change-71 (-5%)
Value$300.5K (-$50.1K)
Filed 2026-10-20
Howard Capital Management Group, LLC
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$299.1K (-$34.1K)
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,486 from 1,186
Change+300 (+25%)
Value$298.4K (+$33.1K)
Filed 2026-11-05
Conning Inc.
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$296.5K (-$33.8K)
Filed 2026-10-27
XXI Wealth, LLC
DECREASED
Shares1,469 from 1,473
Change-4 (0%)
Value$294.9K (-$34.5K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares1,467 from 1,463
Change+4 (+0%)
Value$294.5K (-$32.9K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
DECREASED
Shares1,461 from 1,877
Change-416 (-22%)
Value$294.7K (-$123.9K)
Filed 2026-10-09
AIA Group Ltd
DECREASED
Shares1,460 from 42,805
Change-41,345 (-97%)
Value$293.1K (-$9.3M)
Filed 2026-10-30
Washington Trust Co
UNCHANGED
Shares1,454 from 1,454
Change0 (0%)
Value$291.9K (-$33.3K)
Filed 2026-10-22
Advisors Preferred, LLC
DECREASED
Shares1,447 from 1,623
Change-176 (-11%)
Value$290.8K (-$76.1K)
Filed 2026-11-09
Hantz Financial Services, Inc.
INCREASED
Shares1,446 from 1,373
Change+73 (+5%)
Value$290 (-$306.7K)
Filed 2026-11-09
Promethium Advisors,llc
DECREASED
Shares1,434 from 1,449
Change-15 (-1%)
Value$287.9K (-$36.2K)
Filed 2026-10-19
Barry Investment Advisors, LLC
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$280.9K (-$32.0K)
Filed 2026-10-14
Abel Hall, LLC
INCREASED
Shares1,393 from 1,243
Change+150 (+12%)
Value$279.7K (+$1.7K)
Filed 2026-10-19
Great Lakes Advisors, LLC
INCREASED
Shares1,392 from 1,334
Change+58 (+4%)
Value$279.5K (-$18.9K)
Filed 2026-11-06
MinichMacGregor Wealth Management, LLC
DECREASED
Shares1,380 from 1,386
Change-6 (0%)
Value$277.0K (-$32.9K)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares1,377 from 1,434
Change-57 (-4%)
Value$277.3K (-$43.4K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares1,374 from 1,571
Change-197 (-13%)
Value$275.8K (-$75.5K)
Filed 2026-11-03
Cidel Asset Management Inc
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$275.0K (-$31.4K)
Filed 2026-10-29
LMG Wealth Partners, LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$274.2K (-$31.3K)
Filed 2026-11-05
Lowe Brockenbrough & Co Inc
NEW
Shares1,365
Change+1,365
Value$274.0K
Filed 2026-11-09
Koshinski Asset Management, Inc.
INCREASED
Shares1,365 from 1,319
Change+46 (+3%)
Value$274.1K (-$20.9K)
Filed 2026-10-29
SVB Wealth LLC
DECREASED
Shares1,359 from 2,037
Change-678 (-33%)
Value$272.8K (-$182.7K)
Filed 2026-11-06
Smithfield Trust Co
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$273 (-$267.8K)
Filed 2026-11-09
Vicus Capital
DECREASED
Shares1,354 from 1,387
Change-33 (-2%)
Value$271.8K (-$38.3K)
Filed 2026-11-05
MCF Advisors LLC
INCREASED
Shares1,348 from 1,227
Change+121 (+10%)
Value$270.7K (-$3.8K)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares1,344 from 1,339
Change+5 (+0%)
Value$269.8K (-$29.6K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,337 from 1,456
Change-119 (-8%)
Value$268.4K (-$57.2K)
Filed 2026-10-05
Cornerstone Advisory, LLC
INCREASED
Shares1,330 from 1,276
Change+54 (+4%)
Value$267.0K (-$18.4K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares1,321 from 1,039
Change+282 (+27%)
Value$266.7K (+$34.4K)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$263.0K (-$30.0K)
Filed 2026-11-03
LJI Wealth Management, LLC
NEW
Shares1,309
Change+1,309
Value$262.8K
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares1,308
Change+1,308
Value$262.6K
Filed 2026-10-26
Essex Bank
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$262.4K (-$29.9K)
Filed 2026-10-16
AlphaCentric Advisors LLC
NEW
Shares1,300
Change+1,300
Value$261.0K
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares1,291 from 927
Change+364 (+39%)
Value$259.2K (+$51.9K)
Filed 2026-10-30
FAI Advisors, Inc.
INCREASED
Shares1,282 from 1,276
Change+6 (+0%)
Value$257.4K (-$28.0K)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares1,274 from 1,231
Change+43 (+3%)
Value$255.8K (-$19.5K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares1,259
Change+1,259
Value$275
Filed 2026-11-03
EPG Wealth Management LLC
UNCHANGED
Shares1,254 from 1,254
Change0 (0%)
Value$251.8K (-$28.7K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares1,253 from 1,434
Change-181 (-13%)
Value$251.6K (-$69.2K)
Filed 2026-10-26
GW Henssler & Associates LTD
INCREASED
Shares1,252 from 1,215
Change+37 (+3%)
Value$251.4K (-$20.4K)
Filed 2026-10-26
Safe Harbor Family Capital, LLC
DECREASED
Shares1,239 from 1,246
Change-7 (-1%)
Value$248.7K (-$29.9K)
Filed 2026-11-09
Ridgewood Investments LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$248.5K (-$28.3K)
Filed 2026-10-05
Biltmore Wealth Management, LLC
INCREASED
Shares1,237 from 1,223
Change+14 (+1%)
Value$248.3K (-$25.3K)
Filed 2026-10-09
Regions Financial Corp
INCREASED
Shares1,236 from 1,193
Change+43 (+4%)
Value$248.1K (-$18.7K)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares1,232 from 1,204
Change+28 (+2%)
Value$247.4K (-$21.1K)
Filed 2026-10-09
Visionary Wealth Advisors
INCREASED
Shares1,229 from 1,218
Change+11 (+1%)
Value$246.8K (-$25.6K)
Filed 2026-11-04
Fortis Capital Advisors, LLC
INCREASED
Shares1,209 from 1,192
Change+17 (+1%)
Value$242.9K (-$23.9K)
Filed 2026-11-09
Certuity, LLC
INCREASED
Shares1,202 from 1,075
Change+127 (+12%)
Value$241.3K (+$896)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$240.7K (-$27.4K)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares1,193 from 1,193
Change0 (0%)
Value$239.5K (-$27.3K)
Filed 2026-10-14
Elyxium Wealth, LLC
DECREASED
Shares1,186 from 1,189
Change-3 (0%)
Value$238.1K (-$27.8K)
Filed 2026-10-27
Quad-Cities Investment Group, LLC
INCREASED
Shares1,182 from 1,169
Change+13 (+1%)
Value$237.3K (-$24.2K)
Filed 2026-10-16
Indivisible Partners
DECREASED
Shares1,180 from 1,449
Change-269 (-19%)
Value$236.9K (-$87.2K)
Filed 2026-10-26
Black Diamond Financial, LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$235.8K (-$26.9K)
Filed 2026-10-26
Skyline Advisors, Inc.
INCREASED
Shares1,163 from 1,151
Change+12 (+1%)
Value$233.6K (-$23.8K)
Filed 2026-11-03
Argyle Capital Partners, LLC
INCREASED
Shares1,157 from 1,107
Change+50 (+5%)
Value$232.3K (-$15.3K)
Filed 2026-10-23
Cromwell Holdings LLC
INCREASED
Shares1,147 from 1,119
Change+28 (+3%)
Value$230.3K (-$20.0K)
Filed 2026-10-28
Virtus Advisers, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$228.1K (-$26.0K)
Filed 2026-11-09
Plan A Wealth LLC
DECREASED
Shares1,135 from 1,149
Change-14 (-1%)
Value$228.0K (-$28.9K)
Filed 2026-10-08
Texas Bank & Trust Co
INCREASED
Shares1,134 from 1,034
Change+100 (+10%)
Value$227.7K (-$3.6K)
Filed 2026-11-04
Peachtree Investment Partners, LLC
INCREASED
Shares1,131 from 1,089
Change+42 (+4%)
Value$227.1K (-$16.5K)
Filed 2026-11-05
Northcape Wealth Management, LLC
INCREASED
Shares1,120 from 988
Change+132 (+13%)
Value$224.8K (+$3.9K)
Filed 2026-11-04
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$224.7K (-$25.6K)
Filed 2026-11-02
Prudent Man Advisors, LLC
NEW
Shares1,118
Change+1,118
Value$224.5K
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,106
Change+1,106
Value$222.1K
Filed 2026-10-21
WIN Advisors, Inc
INCREASED
Shares1,104 from 918
Change+186 (+20%)
Value$221.6K (+$16.3K)
Filed 2026-11-06
Argent Trust Co
INCREASED
Shares1,101 from 1,064
Change+37 (+3%)
Value$221.0K (-$16.9K)
Filed 2026-11-09
Ulrich Consultants & Investment Group, LLC
NEW
Shares1,100
Change+1,100
Value$220.8K
Filed 2026-10-13
Geneos Wealth Management Inc.
INCREASED
Shares1,099 from 358
Change+741 (+207%)
Value$220.6K (+$140.6K)
Filed 2026-11-09
Triumph Capital Management
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$216.2K (-$24.7K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
DECREASED
Shares1,076 from 1,347
Change-271 (-20%)
Value$216.1K (-$85.2K)
Filed 2026-10-26
Eurizon SLJ Capital Ltd
DECREASED
Shares1,070 from 1,202
Change-132 (-11%)
Value$214.8K (-$54.0K)
Filed 2026-11-06
TFC Financial Management, Inc.
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$213.0K (-$24.3K)
Filed 2026-10-26
Tctc Holdings, LLC
NEW
Shares1,051
Change+1,051
Value$211.0K
Filed 2026-11-02
Eclectic Associates Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$210.8K (-$24.0K)
Filed 2026-10-09
Motco
INCREASED
Shares1,049 from 924
Change+125 (+14%)
Value$210.6K (+$3.9K)
Filed 2026-11-09
UMB Bank, n.a.
INCREASED
Shares1,048 from 1,027
Change+21 (+2%)
Value$210.4K (-$19.3K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares1,041 from 3,007
Change-1,966 (-65%)
Value$209.0K (-$463.5K)
Filed 2026-10-15
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$206.4K (-$23.5K)
Filed 2026-11-09
Rhodes Investment Advisors Inc
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$204.9K (-$23.4K)
Filed 2026-10-07
Woodward Diversified Capital, LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$203.2K (-$23.2K)
Filed 2026-10-21
Ariadne Wealth Management, LP
NEW
Shares1,010
Change+1,010
Value$202.8K
Filed 2026-11-06
Canopy Partners, LLC
DECREASED
Shares1,005 from 1,126
Change-121 (-11%)
Value$201.8K (-$50.1K)
Filed 2026-10-28
Certified Advisory Corp
NEW
Shares1,001
Change+1,001
Value$200.9K
Filed 2026-10-29
Virtue Capital Management, LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$201.0K (-$22.9K)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$200.8K (-$22.9K)
Filed 2026-10-23
Atlas Private Wealth Advisors
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$200.8K (-$22.9K)
Filed 2026-10-23
Michael Brady & Co., LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$200.8K (-$22.9K)
Filed 2026-10-23
Herold Advisors, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$200.8K (-$22.2K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares999 from 972
Change+27 (+3%)
Value$200.6K (-$16.8K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$200.6K (-$22.9K)
Filed 2026-11-04
LeConte Wealth Management, LLC
NEW
Shares997
Change+997
Value$200.2K
Filed 2026-10-20
Plancorp, LLC
NEW
Shares975
Change+975
Value$212.3K
Filed 2026-11-03
Alpha Family Trust
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$205.8K ($0)
Filed 2026-11-04
Thompson Investment Management, Inc.
DECREASED
Shares888 from 902
Change-14 (-2%)
Value$178.3K (-$23.5K)
Filed 2026-10-14
Hoey Investments, Inc
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$175.7K (-$20.0K)
Filed 2026-10-29
Global X Japan Co., Ltd.
INCREASED
Shares869 from 709
Change+160 (+23%)
Value$174.5K (+$15.9K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares868 from 1,247
Change-379 (-30%)
Value$174.3K (-$104.5K)
Filed 2026-10-15
Harbour Investments, Inc.
DECREASED
Shares858 from 1,127
Change-269 (-24%)
Value$172.2K (-$79.9K)
Filed 2026-11-09
CoreCap Advisors, LLC
INCREASED
Shares850 from 657
Change+193 (+29%)
Value$170.7K (+$23.8K)
Filed 2026-10-08
Quent Capital, LLC
INCREASED
Shares835 from 686
Change+149 (+22%)
Value$190.8K (+$37.3K)
Filed 2026-11-09
Gen-Wealth Partners Inc
DECREASED
Shares826 from 1,714
Change-888 (-52%)
Value$165.8K (-$217.6K)
Filed 2026-11-04
Silvant Capital Management LLC
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$164.8K (-$18.8K)
Filed 2026-11-09
Rosenberg Matthew Hamilton
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$163.8K (-$18.7K)
Filed 2026-10-05
Fortitude Family Office, LLC
INCREASED
Shares742 from 717
Change+25 (+3%)
Value$149.0K (-$11.4K)
Filed 2026-10-14
Montag A & Associates Inc
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$140.9K (-$16.1K)
Filed 2026-10-29
Caldwell Sutter Capital, Inc.
INCREASED
Shares670 from 667
Change+3 (+0%)
Value$134.4K (-$14.7K)
Filed 2026-11-09
TD Private Client Wealth LLC
DECREASED
Shares657 from 662
Change-5 (-1%)
Value$131.9K (-$16.2K)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$126.9K (-$14.5K)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$123.5K (-$14.1K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares609 from 411
Change+198 (+48%)
Value$122.2K (+$30.2K)
Filed 2026-11-05
Zions Bancorporation, National Association
INCREASED
Shares608 from 577
Change+31 (+5%)
Value$122.1K (-$7.0K)
Filed 2026-11-06
PFS Partners, LLC
INCREASED
Shares572 from 571
Change+1 (+0%)
Value$114.8K (-$12.9K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$113.0K (-$12.9K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$110.6K (-$12.6K)
Filed 2026-10-06
Toth Financial Advisory Corp
INCREASED
Shares550 from 100
Change+450 (+450%)
Value$110.4K (+$88.1K)
Filed 2026-10-08
Farmers & Merchants Investments Inc
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$109.6K (-$12.5K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$107.8K (-$12.3K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$104.6K (-$12.0K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$100 (-$111.9K)
Filed 2026-11-02
Arlington Trust Co LLC
INCREASED
Shares478 from 154
Change+324 (+210%)
Value$96.0K (+$61.5K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$94.1K (-$10.7K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares446 from 416
Change+30 (+7%)
Value$90 (-$3)
Filed 2026-10-27
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$83 (-$91.9K)
Filed 2026-11-09
First Financial Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$80.3K (-$9.2K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
DECREASED
Shares386 from 461
Change-75 (-16%)
Value$77.4K (-$25.6K)
Filed 2026-10-15
Strive Financial Group,LLC
NEW
Shares382
Change+382
Value$76.8K
Filed 2026-11-09
Heritage Family Offices, LLP
NEW
Shares381
Change+381
Value$76.5K
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$75.3K (-$8.6K)
Filed 2026-10-20
Grove Bank & Trust
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$74.1K (-$8.4K)
Filed 2026-10-08
Acadian Asset Management LLC
NEW
Shares362
Change+362
Value$72
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$71.3K (-$8.1K)
Filed 2026-10-26
Compass Wealth Management LLC
NEW
Shares345
Change+345
Value$69.3K
Filed 2026-10-22
Eastern Bank
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$68.5K (-$7.8K)
Filed 2026-10-05
Golden State Wealth Management, LLC
DECREASED
Shares339 from 347
Change-8 (-2%)
Value$68.1K (-$9.6K)
Filed 2026-11-02
Kozak & Associates, Inc.
INCREASED
Shares332 from 328
Change+4 (+1%)
Value$70.1K (-$3.1K)
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$66.7K (-$7.6K)
Filed 2026-11-04
Richardson Financial Services Inc.
DECREASED
Shares331 from 337
Change-6 (-2%)
Value$66.5K (-$8.9K)
Filed 2026-10-30
Centerpoint Advisors, LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$66 (-$72.9K)
Filed 2026-11-05
Fairscale Capital, LLC
INCREASED
Shares326 from 324
Change+2 (+1%)
Value$71.0K (-$1.5K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares322 from 4
Change+318 (+7950%)
Value$64.6K (+$63.8K)
Filed 2026-10-30
United Community Bank
DECREASED
Shares322 from 326
Change-4 (-1%)
Value$64.6K (-$8.3K)
Filed 2026-10-28
Summit Securities Group LLC
DECREASED
Shares318 from 1,681
Change-1,363 (-81%)
Value$63.8K (-$312.1K)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$63.6K (-$7.3K)
Filed 2026-10-28
Financial Freedom, LLC
NEW
Shares316
Change+316
Value$63.5K
Filed 2026-11-06
IAG Wealth Partners, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$63.2K (-$7.2K)
Filed 2026-11-06
Sfam, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$61.6K (-$7.0K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares305
Change+305
Value$61.3K
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$60.2K (-$6.9K)
Filed 2026-11-02
Towne Trust Company, N.a
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$60.2K (-$6.9K)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares279 from 277
Change+2 (+1%)
Value$56.0K (-$5.9K)
Filed 2026-10-15
Rothwell Investment Advisors, LLC
NEW
Shares277
Change+277
Value$55.6K
Filed 2026-11-06
Blume Capital Management, Inc.
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$54.2K (-$6.2K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
DECREASED
Shares265 from 390
Change-125 (-32%)
Value$53.2K (-$34.0K)
Filed 2026-10-22
MV Capital Management, Inc.
DECREASED
Shares256 from 260
Change-4 (-2%)
Value$51.4K (-$6.8K)
Filed 2026-10-29
Bell Investment Advisors, Inc
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$47.6K (-$5.4K)
Filed 2026-10-29
Valley National Advisers Inc
INCREASED
Shares231 from 230
Change+1 (+0%)
Value$46.4K (-$5.1K)
Filed 2026-10-23
DT Investment Partners, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$45.8K (-$5.2K)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$45.2K (-$5.2K)
Filed 2026-10-05
Wilkerson Advisory Group LLC
DECREASED
Shares221 from 227
Change-6 (-3%)
Value$44.4K (-$6.4K)
Filed 2026-10-20
Salomon & Ludwin, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$42.2K (-$4.7K)
Filed 2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$42.2K (-$4.8K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
INCREASED
Shares188 from 186
Change+2 (+1%)
Value$37.7K (-$3.8K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$36.9K (-$4.2K)
Filed 2026-11-03
True Wealth Design, LLC
INCREASED
Shares179 from 156
Change+23 (+15%)
Value$35.9K (+$1.0K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares178 from 317
Change-139 (-44%)
Value$35.7K (-$35.2K)
Filed 2026-10-07
N.E.W. Advisory Services LLC
INCREASED
Shares177 from 174
Change+3 (+2%)
Value$35.5K (-$3.4K)
Filed 2026-11-09
WPG Advisers, LLC
DECREASED
Shares173 from 181
Change-8 (-4%)
Value$34.7K (-$5.8K)
Filed 2026-10-27
Dogwood Wealth Management LLC
DECREASED
Shares167 from 192
Change-25 (-13%)
Value$33.5K (-$9.4K)
Filed 2026-11-09
Essential Partners LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$32.3K (-$3.7K)
Filed 2026-10-14
West Paces Advisors Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$31.5K (-$3.6K)
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$31.1K (-$3.5K)
Filed 2026-10-08
Trust Co of Toledo NA
DECREASED
Shares153 from 207
Change-54 (-26%)
Value$30.7K (-$15.6K)
Filed 2026-10-16
Hughes Financial Services, LLC
INCREASED
Shares153 from 141
Change+12 (+9%)
Value$33.0K (+$1.5K)
Filed 2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$30.1K (-$3.4K)
Filed 2026-11-06
Mcdonald Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$30.1K (-$3.4K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares142 from 114
Change+28 (+25%)
Value$28.5K (+$3.0K)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares137
Change+137
Value$27.6K
Filed 2026-10-09
Avion Wealth
INCREASED
Shares137 from 129
Change+8 (+6%)
Value$27 (-$1)
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares133 from 147
Change-14 (-10%)
Value$26.7K (-$6.2K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$26.5K (-$3.0K)
Filed 2026-10-13
Fulcrum Asset Management LLP
NEW
Shares131
Change+131
Value$26.8K
Filed 2026-11-04
Leonteq Securities AG
INCREASED
Shares131 from 49
Change+82 (+167%)
Value$26.3K (+$15.3K)
Filed 2026-10-29
James T. Borello RIA
INCREASED
Shares128 from 97
Change+31 (+32%)
Value$25.7K (+$4.0K)
Filed 2026-10-16
High Note Wealth, LLC
INCREASED
Shares121 from 114
Change+7 (+6%)
Value$24.3K (-$1.2K)
Filed 2026-10-27
Strategic Advocates LLC
INCREASED
Shares120 from 57
Change+63 (+111%)
Value$24.1K (+$11.3K)
Filed 2026-11-03
Key Capital Management, Inc
DECREASED
Shares118 from 202
Change-84 (-42%)
Value$23.7K (-$21.5K)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares111
Change+111
Value$22.2K
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$21.9K (-$2.5K)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$21.5K (-$2.5K)
Filed 2026-10-19
Covestor Ltd
INCREASED
Shares106 from 83
Change+23 (+28%)
Value$21 (+$2)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$20.5K (-$2.3K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares101 from 38
Change+63 (+166%)
Value$20.2K (+$11.8K)
Filed 2026-10-29
Abound Wealth Management
INCREASED
Shares101 from 84
Change+17 (+20%)
Value$20.2K (+$1.5K)
Filed 2026-10-26
Financial Management Professionals, Inc.
INCREASED
Shares100 from 98
Change+2 (+2%)
Value$20.1K (-$1.8K)
Filed 2026-10-23
First United Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.1K (-$2.3K)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.1K (-$2.3K)
Filed 2026-10-16
Bayban
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.4K ($0)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$19.9K (-$2.3K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$16.1K (-$1.8K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$15.5K (-$1.8K)
Filed 2026-11-02
Center for Financial Planning, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$15.3K (-$1.7K)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$15.3K (-$1.7K)
Filed 2026-10-15
Horizon Financial Services, LLC
INCREASED
Shares75 from 54
Change+21 (+39%)
Value$15.1K (+$3.0K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$15.1K (-$1.7K)
Filed 2026-10-28
Atlas Capital Advisors Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$1.2M (+$1.2M)
Filed 2026-11-09
Rossby Financial, LCC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$14.5K (-$1.6K)
Filed 2026-11-05
Private Wealth Management Group, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$13.9K (-$1.6K)
Filed 2026-10-19
West Branch Capital LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$13.9K (-$1.6K)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares64 from 59
Change+5 (+8%)
Value$12.8K (-$346)
Filed 2026-11-04
Financial Consulate, Inc
INCREASED
Shares64 from 61
Change+3 (+5%)
Value$12.9K (-$801)
Filed 2026-10-23
Trust Co
DECREASED
Shares63 from 241
Change-178 (-74%)
Value$12.7K (-$41.3K)
Filed 2026-10-09
Burk Holdings LLC
INCREASED
Shares61 from 24
Change+37 (+154%)
Value$12.2K (+$6.9K)
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares56 from 54
Change+2 (+4%)
Value$11.2K (-$834)
Filed 2026-10-27
Noble Wealth Management PBC
DECREASED
Shares53 from 67
Change-14 (-21%)
Value$10.6K (-$4.3K)
Filed 2026-10-01
Kelleher Financial Advisors
DECREASED
Shares52 from 71
Change-19 (-27%)
Value$10.4K (-$5.4K)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$10.4K (-$1.2K)
Filed 2026-10-26
Pittenger & Anderson Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$10.4K (-$1.2K)
Filed 2026-11-02
Bangor Savings Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.0K (-$1.1K)
Filed 2026-10-06
Aspect Partners, LLC
DECREASED
Shares49 from 50
Change-1 (-2%)
Value$9.8K (-$1.3K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$9.8K (-$1.1K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares48 from 49
Change-1 (-2%)
Value$9.6K (-$1.3K)
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$9.2K (-$1.0K)
Filed 2026-11-03
SouthState Bank Corp
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$9.2K (-$1.1K)
Filed 2026-11-09
First Command Advisory Services, Inc.
DECREASED
Shares45 from 82
Change-37 (-45%)
Value$9.0K (-$9.3K)
Filed 2026-11-05
Gold Investment Management Ltd.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$9.0K (-$1.0K)
Filed 2026-10-19
Darwin Wealth Management, LLC
INCREASED
Shares42 from 17
Change+25 (+147%)
Value$8.5K (+$4.7K)
Filed 2026-11-09
Creative Capital Management Investments LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$8.2K (-$939)
Filed 2026-10-28
Adirondack Trust Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.0K (-$916)
Filed 2026-10-14
Addison Advisors LLC
INCREASED
Shares39 from 28
Change+11 (+39%)
Value$7.9K (+$1.6K)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares36 from 25
Change+11 (+44%)
Value$7.3K (+$1.6K)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.0K (-$801)
Filed 2026-10-07
UMB Private Wealth Management, LLC
NEW
Shares33
Change+33
Value$6.6K
Filed 2026-10-19
Clark Wealth Partners
INCREASED
Shares32 from 20
Change+12 (+60%)
Value$6.4K (+$2.0K)
Filed 2026-10-19
NBH Bank
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6.2K (-$709)
Filed 2026-11-05
Park Square Financial Group, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.0K (-$687)
Filed 2026-11-09
Maseco LLP
NEW
Shares28
Change+28
Value$5.6K
Filed 2026-10-27
Fairman Group, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.6K (-$641)
Filed 2026-10-26
Davis Capital Management
INCREASED
Shares27 from 25
Change+2 (+8%)
Value$5.4K (-$170)
Filed 2026-10-08
Balance Wealth Partners LLC
NEW
Shares26
Change+26
Value$5.2K
Filed 2026-10-27
KFG LLC
NEW
Shares25
Change+25
Value$5.0K
Filed 2026-11-02
Morse Asset Management, Inc
INCREASED
Shares25 from 23
Change+2 (+9%)
Value$5.0K (-$125)
Filed 2026-11-09
Cullen T Bankers, Inc.
INCREASED
Shares24 from 23
Change+1 (+4%)
Value$4.7K (-$534)
Filed 2026-10-28
Gilpin Wealth Management, LLC
INCREASED
Shares23 from 12
Change+11 (+92%)
Value$4.6K (+$1.9K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares23 from 22
Change+1 (+5%)
Value$4.5K (-$461)
Filed 2026-11-05
POM Investment Strategies, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$4.6K (-$527)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$4.4K (-$280)
Filed 2026-10-02
Tsfg, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$5 ($0)
Filed 2026-10-23
Clearstead Trust, LLC
NEW
Shares20
Change+20
Value$4.0K
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.0K (-$458)
Filed 2026-10-30
Groesbeck Investment Management Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4 ($0)
Filed 2026-10-26
Country Trust Bank
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.0K (-$458)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
NEW
Shares19
Change+19
Value$3.8K
Filed 2026-11-04
Bfsg, LLC
NEW
Shares19
Change+19
Value$3.8K
Filed 2026-10-30
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.8K (-$435)
Filed 2026-10-28
Retirement Wealth Solutions LLC
DECREASED
Shares17 from 23
Change-6 (-26%)
Value$3.4K (-$1.7K)
Filed 2026-10-07
Costello Asset Management, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.4K (-$389)
Filed 2026-10-30
Nvwm, LLC
INCREASED
Shares16 from 13
Change+3 (+23%)
Value$3.2K (+$305)
Filed 2026-10-14
American Capital Advisory, LLC
INCREASED
Shares16 from 15
Change+1 (+7%)
Value$3.2K (-$142)
Filed 2026-10-28
GoalVest Advisory LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.2K (-$366)
Filed 2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares15 from 597
Change-582 (-97%)
Value$3.0K (-$130.6K)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.0K (-$344)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.0K (-$344)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.0K (-$344)
Filed 2026-11-02
Main Street Group, LTD
NEW
Shares12
Change+12
Value$2.5K
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED
Shares12 from 27
Change-15 (-56%)
Value$2.4K (-$3.6K)
Filed 2026-11-04
Alerus Financial NA
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.4K (-$275)
Filed 2026-11-09
RMG Wealth Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.3K (-$100)
Filed 2026-10-26
Mascoma Wealth Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.2K (-$252)
Filed 2026-10-23
American National Bank & Trust
DECREASED
Shares10 from 104
Change-94 (-90%)
Value$2.0K (-$21.2K)
Filed 2026-10-07
Quaker Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.0K (-$229)
Filed 2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.8K (-$206)
Filed 2026-10-22
Global Trust Asset Management, LLC
NEW
Shares8
Change+8
Value$1.6K
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
NEW
Shares8
Change+8
Value$1.6K
Filed 2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.6K (-$183)
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$1.4K (+$1.2K)
Filed 2026-11-04
Tidemark, LLC
INCREASED
Shares7 from 3
Change+4 (+133%)
Value$1.4K (+$734)
Filed 2026-11-09
Northstar Asset Management Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.4K (-$170)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
NEW
Shares6
Change+6
Value$1.2K
Filed 2026-11-05
Security National Bank
NEW
Shares6
Change+6
Value$1.2K
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares6
Change+6
Value$1.2K
Filed 2026-10-15
William Mack & Associates, Inc.
NEW
Shares5
Change+5
Value$1.0K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.0K (-$114)
Filed 2026-10-16
Albion Financial Group
NEW
Shares4
Change+4
Value$858
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW
Shares4
Change+4
Value$803
Filed 2026-10-16
Align Financial, LLC
NEW
Shares4
Change+4
Value$803
Filed 2026-10-16
Asset Dedication, LLC
DECREASED
Shares3 from 6
Change-3 (-50%)
Value$603 (-$739)
Filed 2026-11-03
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$610 (-$61)
Filed 2026-10-16
Breakwater Investment Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$603 (-$68)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$402
Filed 2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$402 (-$45)
Filed 2026-10-28
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$402 (-$46)
Filed 2026-10-15
Highland Investment Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$201 (-$23)
Filed 2026-11-09
Redwood Park Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$201 (-$23)
Filed 2026-11-02
Artemis Investment Management LLP
CLOSED
Shares0 from 322,889
Change-322,889 (-100%)
Value$0 (-$72.2M)
Filed 2026-10-08
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 13,465
Change-13,465 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Arbor Capital Management Inc
CLOSED
Shares0 from 9,140
Change-9,140 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-21
IPG Investment Advisors LLC
CLOSED
Shares0 from 8,509
Change-8,509 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 6,224
Change-6,224 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 6,216
Change-6,216 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Wesbanco Bank Inc
CLOSED
Shares0 from 2,076
Change-2,076 (-100%)
Value$0 (-$464.3K)
Filed 2026-11-04
Phocas Financial Corp.
CLOSED
Shares0 from 1,891
Change-1,891 (-100%)
Value$0 (-$422.9K)
Filed 2026-11-09
Convergence Financial, LLC
CLOSED
Shares0 from 1,442
Change-1,442 (-100%)
Value$0 (-$322.5K)
Filed 2026-10-27
4Wealth Advisors, Inc.
CLOSED
Shares0 from 1,411
Change-1,411 (-100%)
Value$0 (-$321.1K)
Filed 2026-10-13
Accuvest Global Advisors
CLOSED
Shares0 from 1,352
Change-1,352 (-100%)
Value$0 (-$302.0K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 1,236
Change-1,236 (-100%)
Value$0 (-$276.4K)
Filed 2026-10-19
Morningstar Investment Management LLC
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$224.8K)
Filed 2026-11-09
Rasp Wealth Solutions, LLC
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$266.6K)
Filed 2026-11-06
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 1,190
Change-1,190 (-100%)
Value$0 (-$266.1K)
Filed 2026-11-03
Angeles Wealth Management, LLC
CLOSED
Shares0 from 1,064
Change-1,064 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-26
Balboa Wealth Partners
CLOSED
Shares0 from 1,059
Change-1,059 (-100%)
Value$0 (-$236.8K)
Filed 2026-10-20
Ejmk Ventures LLC
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-21
Avior Wealth Management, LLC
CLOSED
Shares0 from 1,028
Change-1,028 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-13
Barings LLC
CLOSED
Shares0 from 1,007
Change-1,007 (-100%)
Value$0 (-$225.2K)
Filed 2026-10-22
Traynor Capital Management, Inc.
CLOSED
Shares0 from 1,003
Change-1,003 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-29
Whitener Capital Management, Inc.
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-15
Carnegie Investment Counsel
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-20
Aerodigm Wealth, LLC
CLOSED
Shares0 from 966
Change-966 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 966
Change-966 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-05
Income Insurance Ltd
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-21
Americana Partners, LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
CLOSED
Shares0 from 954
Change-954 (-100%)
Value$0 (-$213.4K)
Filed 2026-11-05
Northwest Wealth Management, LLC
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-30
Storen Legacy Partners, LLC
CLOSED
Shares0 from 942
Change-942 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-09
Sanchez Wealth Management Group
CLOSED
Shares0 from 933
Change-933 (-100%)
Value$0 (-$208.7K)
Filed 2026-11-02
First Business Financial Services, Inc.
CLOSED
Shares0 from 931
Change-931 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-22
Annis Gardner Whiting Capital Advisors, LLC
CLOSED
Shares0 from 923
Change-923 (-100%)
Value$0 (-$206.4K)
Filed 2026-11-09
Level Four Advisory Services, LLC
CLOSED
Shares0 from 922
Change-922 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-06
Citizens Financial Group Inc
CLOSED
Shares0 from 921
Change-921 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-23
Foster Group, Inc.
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-13
Enterprise Financial Services Corp
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-03
Aviance Capital Partners, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-29
Muzinich & Co., Inc.
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$188.5K)
Filed 2026-10-22
NBT Bank, N.A.
CLOSED
Shares0 from 544
Change-544 (-100%)
Value$0 (-$121.7K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$38.7K)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$31.3K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$28.8K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$24.8K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-29
Park Place Capital Corp
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$17.7K)
Filed 2026-11-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$13.4K)
Filed 2026-11-06
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$895)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$671)
Filed 2026-10-27
Evolution Advisers, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-06
Downshift Financial, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$447)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$447)
Filed 2026-10-23
Oslo Pensjonsforsikring AS
DECREASED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$119.9K)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 37,269,192
Change-37,269,192 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 27,878,674
Change-27,878,674 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 20,632,222
Change-20,632,222 (-100%)
Value—
State Street Corp
N/A
Shares— from 20,356,570
Change-20,356,570 (-100%)
Value—
Capital World Investors
N/A
Shares— from 10,524,034
Change-10,524,034 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 9,390,325
Change-9,390,325 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,248,498
Change-8,248,498 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 5,870,615
Change-5,870,615 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,566,600
Change-5,566,600 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,561,360
Change-5,561,360 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,073,232
Change-5,073,232 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,525,891
Change-4,525,891 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,293,287
Change-4,293,287 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,276,720
Change-4,276,720 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,114,943
Change-4,114,943 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,604,590
Change-3,604,590 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,544,285
Change-3,544,285 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,505,359
Change-3,505,359 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,087,753
Change-3,087,753 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,864,885
Change-2,864,885 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,372,645
Change-2,372,645 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,189,345
Change-2,189,345 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,090,957
Change-2,090,957 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,848,903
Change-1,848,903 (-100%)
Value—
Centersquare Investment Management LLC
N/A
Shares— from 1,606,504
Change-1,606,504 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,436,745
Change-1,436,745 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,393,927
Change-1,393,927 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,380,583
Change-1,380,583 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,364,286
Change-1,364,286 (-100%)
Value—
Resolution Capital Ltd
N/A
Shares— from 1,310,049
Change-1,310,049 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,223,015
Change-1,223,015 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,176,483
Change-1,176,483 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,021,493
Change-1,021,493 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 989,525
Change-989,525 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 948,914
Change-948,914 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 929,555
Change-929,555 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 923,713
Change-923,713 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 916,227
Change-916,227 (-100%)
Value—
APG Asset Management US Inc.
N/A
Shares— from 892,987
Change-892,987 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 777,870
Change-777,870 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 737,685
Change-737,685 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 698,331
Change-698,331 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 681,441
Change-681,441 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 671,618
Change-671,618 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 643,630
Change-643,630 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 642,294
Change-642,294 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 634,837
Change-634,837 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 633,667
Change-633,667 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 622,818
Change-622,818 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 616,642
Change-616,642 (-100%)
Value—
Lasalle Investment Management Securities LLC
N/A
Shares— from 557,363
Change-557,363 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 554,973
Change-554,973 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 550,246
Change-550,246 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 546,521
Change-546,521 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 531,784
Change-531,784 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 494,362
Change-494,362 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 491,044
Change-491,044 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 481,999
Change-481,999 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 476,989
Change-476,989 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 470,733
Change-470,733 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 462,314
Change-462,314 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 446,547
Change-446,547 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 438,173
Change-438,173 (-100%)
Value—
Bbfit Investments PTE LTD
N/A
Shares— from 432,500
Change-432,500 (-100%)
Value—
Adelante Capital Management LLC
N/A
Shares— from 417,092
Change-417,092 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 412,689
Change-412,689 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 399,615
Change-399,615 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 393,451
Change-393,451 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 392,050
Change-392,050 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 381,645
Change-381,645 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 377,431
Change-377,431 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 357,013
Change-357,013 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 350,916
Change-350,916 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 350,233
Change-350,233 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 342,012
Change-342,012 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 337,371
Change-337,371 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 335,344
Change-335,344 (-100%)
Value—
FIL Ltd
N/A
Shares— from 332,994
Change-332,994 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 329,438
Change-329,438 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 326,215
Change-326,215 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 322,010
Change-322,010 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 311,688
Change-311,688 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 298,941
Change-298,941 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 283,518
Change-283,518 (-100%)
Value—
Heitman Real Estate Securities LLC
N/A
Shares— from 282,610
Change-282,610 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 278,514
Change-278,514 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 272,803
Change-272,803 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 272,375
Change-272,375 (-100%)
Value—
Aviva PLC
N/A
Shares— from 270,564
Change-270,564 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 256,476
Change-256,476 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 248,541
Change-248,541 (-100%)
Value—
Pggm Investments
N/A
Shares— from 234,295
Change-234,295 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 230,035
Change-230,035 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 219,063
Change-219,063 (-100%)
Value—
Land & Buildings Investment Management, LLCA
N/A
Shares— from 216,348
Change-216,348 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 211,096
Change-211,096 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 208,839
Change-208,839 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 204,842
Change-204,842 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 201,842
Change-201,842 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 200,363
Change-200,363 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 197,204
Change-197,204 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 195,278
Change-195,278 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 194,205
Change-194,205 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 191,723
Change-191,723 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 180,592
Change-180,592 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 172,954
Change-172,954 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 169,000
Change-169,000 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 165,555
Change-165,555 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 165,057
Change-165,057 (-100%)
Value—
Bamco Inc
N/A
Shares— from 163,566
Change-163,566 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 161,748
Change-161,748 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 156,781
Change-156,781 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 156,362
Change-156,362 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 149,386
Change-149,386 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 149,374
Change-149,374 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 139,859
Change-139,859 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 136,475
Change-136,475 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 135,636
Change-135,636 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 127,350
Change-127,350 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 123,692
Change-123,692 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 122,822
Change-122,822 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 120,192
Change-120,192 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 116,836
Change-116,836 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 115,456
Change-115,456 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 109,192
Change-109,192 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 108,355
Change-108,355 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 104,674
Change-104,674 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 95,802
Change-95,802 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 94,522
Change-94,522 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 93,697
Change-93,697 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 92,588
Change-92,588 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 89,562
Change-89,562 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 88,924
Change-88,924 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 88,615
Change-88,615 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 85,095
Change-85,095 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 83,657
Change-83,657 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 83,220
Change-83,220 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 82,243
Change-82,243 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 81,662
Change-81,662 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 81,349
Change-81,349 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 76,322
Change-76,322 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 75,844
Change-75,844 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 74,943
Change-74,943 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 74,435
Change-74,435 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 71,751
Change-71,751 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 71,444
Change-71,444 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 70,107
Change-70,107 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 70,055
Change-70,055 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 69,733
Change-69,733 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 69,035
Change-69,035 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 68,672
Change-68,672 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 66,136
Change-66,136 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 58,274
Change-58,274 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 57,597
Change-57,597 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 56,724
Change-56,724 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 55,897
Change-55,897 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 54,950
Change-54,950 (-100%)
Value—
&partners
N/A
Shares— from 53,446
Change-53,446 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 52,528
Change-52,528 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 50,487
Change-50,487 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 50,462
Change-50,462 (-100%)
Value—
Allianz SE
N/A
Shares— from 50,289
Change-50,289 (-100%)
Value—
GSI Capital Advisors LLC
N/A
Shares— from 50,181
Change-50,181 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 49,318
Change-49,318 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 49,290
Change-49,290 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 48,722
Change-48,722 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 48,526
Change-48,526 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 47,489
Change-47,489 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,135
Change-46,135 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 45,942
Change-45,942 (-100%)
Value—
Allstate Corp
N/A
Shares— from 45,410
Change-45,410 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 44,750
Change-44,750 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 44,563
Change-44,563 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 43,863
Change-43,863 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 43,268
Change-43,268 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 42,831
Change-42,831 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 42,639
Change-42,639 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 42,586
Change-42,586 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 42,578
Change-42,578 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 39,978
Change-39,978 (-100%)
Value—
Prudential PLC
N/A
Shares— from 39,161
Change-39,161 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 37,883
Change-37,883 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 37,634
Change-37,634 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,812
Change-36,812 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 36,671
Change-36,671 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 36,666
Change-36,666 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 36,523
Change-36,523 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 36,216
Change-36,216 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 36,103
Change-36,103 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 34,761
Change-34,761 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 34,503
Change-34,503 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 34,270
Change-34,270 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 34,013
Change-34,013 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 33,283
Change-33,283 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 33,013
Change-33,013 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 32,948
Change-32,948 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 31,614
Change-31,614 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 31,195
Change-31,195 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 30,885
Change-30,885 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 30,369
Change-30,369 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 30,303
Change-30,303 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 30,265
Change-30,265 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 30,096
Change-30,096 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 29,688
Change-29,688 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 29,339
Change-29,339 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 28,555
Change-28,555 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,430
Change-28,430 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 27,655
Change-27,655 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,383
Change-27,383 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 27,311
Change-27,311 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 27,122
Change-27,122 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 26,893
Change-26,893 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 26,823
Change-26,823 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 26,663
Change-26,663 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 25,557
Change-25,557 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 25,144
Change-25,144 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,932
Change-24,932 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 24,731
Change-24,731 (-100%)
Value—
Commerce Bank
N/A
Shares— from 24,420
Change-24,420 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 24,010
Change-24,010 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 23,699
Change-23,699 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 23,228
Change-23,228 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 22,977
Change-22,977 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 22,739
Change-22,739 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 22,686
Change-22,686 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 22,371
Change-22,371 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,963
Change-21,963 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 20,529
Change-20,529 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 20,453
Change-20,453 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 20,448
Change-20,448 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 19,727
Change-19,727 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 19,217
Change-19,217 (-100%)
Value—
Blair William & Co
N/A
Shares— from 18,882
Change-18,882 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 18,640
Change-18,640 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 18,496
Change-18,496 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,874
Change-17,874 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 16,025
Change-16,025 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 15,690
Change-15,690 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,554
Change-15,554 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 15,515
Change-15,515 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 15,401
Change-15,401 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,222
Change-15,222 (-100%)
Value—
Man Group plc
N/A
Shares— from 15,116
Change-15,116 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 15,038
Change-15,038 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,809
Change-14,809 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,559
Change-14,559 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 14,506
Change-14,506 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,271
Change-14,271 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 14,225
Change-14,225 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 13,868
Change-13,868 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,745
Change-13,745 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 13,659
Change-13,659 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 13,189
Change-13,189 (-100%)
Value—
CIM, LLC
N/A
Shares— from 12,949
Change-12,949 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 12,693
Change-12,693 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 12,676
Change-12,676 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 12,670
Change-12,670 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 12,082
Change-12,082 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 11,952
Change-11,952 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 11,889
Change-11,889 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,752
Change-11,752 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,434
Change-11,434 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 10,079
Change-10,079 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 9,821
Change-9,821 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
B&I Capital AG
N/A
Shares— from 9,445
Change-9,445 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,336
Change-9,336 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Ossiam
N/A
Shares— from 9,184
Change-9,184 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,728
Change-8,728 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,010
Change-8,010 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,341
Change-6,341 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,789
Change-4,789 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,558
Change-4,558 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,562
Change-3,562 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,195
Change-3,195 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
GHE, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Silver Lake Group, L.L.C.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
BNP Paribas
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 975
Change-975 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 959
Change-959 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 928
Change-928 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 777
Change-777 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 594
Change-594 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 330
Change-330 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 266
Change-266 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 232
Change-232 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 156
Change-156 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 120
Change-120 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 111
Change-111 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 72
Change-72 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 62
Change-62 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 55
Change-55 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 48
Change-48 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 25
Change-25 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 22
Change-22 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
S&T Bank
N/A
Shares— from 16
Change-16 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 14
Change-14 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 10
Change-10 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED11,521,37011,335,910+185,460+2%$2.5B$2.3B-$221.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED4,599,2494,552,481+46,768+1%$1.0B$923.4M-$94.8M2026-11-04
Deutsche Bank Ag\
DECREASED2,269,8192,290,431-20,612-1%$512.3M$455.7M-$56.6M2026-11-06
Bank of New York Mellon Corp
DECREASED2,042,7402,078,596-35,856-2%$464.9M$410.1M-$54.8M2026-11-05
Principal Financial Group Inc
DECREASED1,815,2502,061,411-246,161-12%$461.0M$364.4M-$96.6M2026-11-02
Daiwa Securities Group Inc.
INCREASED1,576,5921,508,731+67,861+5%$337.4M$316.5M-$20.9M2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,407,0141,457,893-50,879-3%$326.1M$282.5M-$43.6M2026-10-29
Smead Capital Management, Inc.
DECREASED1,255,0221,399,725-144,703-10%$313.0M$252.0M-$61.1M2026-10-16
Amundi
DECREASED1,224,7371,335,838-111,101-8%$298.8M$245.9M-$52.9M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,141,1441,063,661+77,483+7%$237.9M$229.1M-$8.8M2026-11-05
Duff & Phelps Investment Management Co
DECREASED954,577975,188-20,611-2%$218.1M$191.6M-$26.5M2026-11-06
Russell Investments Group, Ltd.
DECREASED872,777957,972-85,195-9%$214.5M$175.3M-$39.2M2026-11-06
Hamlin Capital Management, LLC
DECREASED814,071866,580-52,509-6%$193.8M$163.4M-$30.4M2026-10-08
Bessemer Group Inc
DECREASED786,106786,681-5750%$175.9M$157.8K-$175.8M2026-11-09
Bank of Montreal
DECREASED749,366942,135-192,769-20%$210.7M$150.4M-$60.3M2026-11-09
KBC Group NV
DECREASED732,055742,069-10,014-1%$166.0M$147.0K-$165.8M2026-10-22
Citigroup Inc
INCREASED666,755593,025+73,730+12%$132.6M$133.9M+$1.2M2026-11-04
Asset Management One Co., Ltd.
INCREASED616,182603,265+12,917+2%$134.9M$123.7M-$11.2M2026-10-27
Barclays PLC
DECREASED540,316648,594-108,278-17%$145.1M$108.5M-$36.6M2026-11-06
Cardano Risk Management B.V.
INCREASED506,881466,269+40,612+9%$104.3K$103.5K-$7362026-10-20
AEW Capital Management Inc
NEW412,075—+412,075——$82.7M—2026-11-05
AEW Capital Management L P
DECREASED412,075417,753-5,678-1%$93.4M$82.7M-$10.7M2026-11-06
Virginia Retirement Systems ET Al
DECREASED362,156375,156-13,000-3%$83.9M$72.7M-$11.2M2026-10-28
Thrivent Financial for Lutherans
DECREASED346,602349,259-2,657-1%$78.1M$69.6K-$78.0M2026-11-05
LPL Financial LLC
INCREASED327,534324,448+3,086+1%$72.6M$65.8M-$6.8M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED308,954310,277-1,3230%$69.4M$62.0M-$7.4M2026-11-03
Aberdeen Group plc
DECREASED307,664684,249-376,585-55%$153.0M$17.5M-$135.5M2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED279,795280,396-6010%$62.7M$56.2M-$6.5M2026-11-06
PNC Financial Services Group, Inc.
DECREASED266,988269,338-2,350-1%$60.2M$53.6M-$6.6M2026-11-06
Achmea Investment Management B.V.
NEW257,604—+257,604——$51.8M—2026-10-30
State of New Jersey Common Pension Fund D
UNCHANGED252,860252,86000%$56.6M$50.8M-$5.8M2026-11-05
Retirement Systems of Alabama
DECREASED245,028249,488-4,460-2%$55.8M$49.2M-$6.6M2026-11-04
DekaBank Deutsche Girozentrale
DECREASED237,591253,389-15,798-6%$46.0K$48.4K+$2.3K2026-10-27
New York State Teachers Retirement System
DECREASED236,932279,466-42,534-15%$62.5M$47.6K-$62.5M2026-10-22
Strs Ohio
NEW214,524—+214,524——$43.1M—2026-10-30
Danske Bank A/S
INCREASED198,521197,221+1,300+1%$44.1M$39.9M-$4.3M2026-11-09
Corda Investment Management, Llc.
DECREASED195,075198,216-3,141-2%$44.3M$39.2M-$5.2M2026-10-22
Fort Washington Investment Advisors Inc
INCREASED191,387189,577+1,810+1%$42.4M$38.4M-$4.0M2026-10-15
State of Alaska, Department of Revenue
DECREASED190,997191,265-2680%$42.8M$38.3K-$42.7M2026-10-15
Handelsbanken Fonder AB
INCREASED183,641177,714+5,927+3%$39.7K$36.9K-$2.9K2026-11-09
Swedbank AB
INCREASED177,866176,847+1,019+1%$39.6M$35.7M-$3.8M2026-10-27
Minneapolis Portfolio Management Group, LLC
DECREASED161,517166,752-5,235-3%$37.3M$32.4M-$4.9M2026-11-09
IFM Investors Pty Ltd
INCREASED141,170128,656+12,514+10%$28.8M$28.3M-$432.6K2026-10-14
Pictet Asset Management Holding SA
DECREASED139,068140,228-1,160-1%$31.4M$27.9M-$3.4M2026-11-03
SEB Asset Management AB
DECREASED138,082159,321-21,239-13%$35.6M$27.7M-$7.9M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED129,734123,259+6,475+5%$27.6M$26.0M-$1.5M2026-10-20
Creative Planning
INCREASED128,836123,826+5,010+4%$27.7M$25.9M-$1.8M2026-11-02
Neos Investment Management LLC
INCREASED128,078118,677+9,401+8%$26.5M$25.7M-$829.2K2026-11-04
Factory Mutual Insurance Co
DECREASED127,242127,542-3000%$28.5M$25.5M-$3.0M2026-10-30
Natixis
DECREASED125,227222,710-97,483-44%$49.8M$25.1M-$24.7M2026-11-06
Pacific Heights Asset Management LLC
UNCHANGED125,000125,00000%$28.0M$25.1M-$2.9M2026-11-03
Nykredit A/S
INCREASED123,587112,614+10,973+10%$25.2M$24.8M-$374.8K2026-11-06
Arbejdsmarkedets Tillaegspension
DECREASED123,300135,200-11,900-9%$30.2M$24.8M-$5.5M2026-10-30
Vert Asset Management LLC
DECREASED121,726129,706-7,980-6%$29.0M$24.4M-$4.6M2026-10-28
Douglas Lane & Associates, LLC
DECREASED121,722175,267-53,545-31%$39.2M$24.4M-$14.8M2026-10-09
Analyst IMS Investment Management Services Ltd.
DECREASED120,682192,360-71,678-37%$43.0M$24.2K-$43.0M2026-11-05
Kepler Cheuvreux (Suisse) SA
INCREASED116,633101,349+15,284+15%$22.7M$23.4M+$736.2K2026-10-20
Xponance LLC
INCREASED116,215114,335+1,880+2%$25.6M$23.3M-$2.2M2026-11-03
Nisa Investment Advisors, LLC
DECREASED115,587127,723-12,136-9%$28.6M$23.2M-$5.4M2026-10-20
Sapient Capital LLC
INCREASED110,277110,061+216+0%$24.6M$22.1M-$2.5M2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED107,715100,720+6,995+7%$21.3M$20.8M-$521.9K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED104,96585,566+19,399+23%$19.1M$21.1M+$1.9M2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED102,54398,521+4,022+4%$22.0M$20.6M-$1.4M2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED95,789101,417-5,628-6%$22.7M$19.2M-$3.5M2026-10-15
Czech National Bank
INCREASED92,96492,303+661+1%$20.6M$18.7M-$2.0M2026-10-13
Arizona State Retirement System
DECREASED89,77590,137-3620%$20.2M$18.0M-$2.1M2026-11-03
Exchange Traded Concepts, LLC
INCREASED89,04580,965+8,080+10%$18.1M$17.9M-$231.1K2026-10-28
State of Michigan Retirement System
DECREASED88,64990,349-1,700-2%$20.2M$17.8M-$2.4M2026-10-27
Bokf, NA
DECREASED88,33198,587-10,256-10%$22.0M$17.7M-$4.3M2026-10-27
Wealthfront Advisers LLC
INCREASED87,44285,468+1,974+2%$19.1M$17.6M-$1.6M2026-11-09
Adams Diversified Equity Fund, Inc.
UNCHANGED83,90083,90000%$18.8M$16.8M-$1.9M2026-10-21
Payden & Rygel
DECREASED82,82083,110-2900%$18.6M$16.6K-$18.6M2026-10-28
UniSuper Management Pty Ltd
INCREASED80,21675,316+4,900+7%$16.8M$16.1M-$740.3K2026-10-26
Hazelview Securities Inc.
DECREASED79,788128,622-48,834-38%$29.1M$16.0M-$13.1M2026-11-09
Knights of Columbus Asset Advisors LLC
DECREASED78,75180,270-1,519-2%$18.0M$15.8M-$2.1M2026-11-05
CIBC Asset Management Inc
DECREASED76,61577,081-466-1%$17.2M$15.4M-$1.9M2026-11-05
Edgemoor Investment Advisors, Inc.
DECREASED69,05869,083-250%$15.5M$13.9M-$1.6M2026-11-03
Amalgamated Bank
DECREASED68,67370,181-1,508-2%$15.7M$13.8K-$15.7M2026-10-23
Swiss Life Asset Management Ltd
INCREASED68,26145,651+22,610+50%$10.2M$13.7M+$3.5M2026-11-03
Commonwealth Equity Services, LLC
INCREASED65,10856,117+8,991+16%$12.6M$13.1M+$520.5K2026-11-02
ProShare Advisors LLC
DECREASED64,87165,416-545-1%$14.6M$13.0M-$1.6M2026-10-29
LBP AM SA
DECREASED63,98867,735-3,747-6%$15.1M$12.8M-$2.3M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED63,90993,271-29,362-31%$20.8M$12.8M-$8.0M2026-11-04
Union Bancaire Privee, UBP SA
INCREASED63,20060,400+2,800+5%$13.7M$409-$13.7M2026-11-04
US Bancorp \de\
INCREASED62,53061,820+710+1%$13.8M$12.6M-$1.3M2026-11-05
Vestor Capital, LLC
INCREASED62,004187+61,817+33057%$180$308+$1282026-11-04
Inspire Investing, LLC
INCREASED60,64854,819+5,829+11%$12.3M$12.2M-$84.5K2026-10-22
Rakuten Investment Management, Inc.
INCREASED58,12253,072+5,050+10%$12.1M$11.9M-$203.9K2026-10-30
Staley Capital Advisers Inc
DECREASED55,67558,800-3,125-5%$13.2M$11.2M-$2.0M2026-11-06
Simplicity Wealth,LLC
INCREASED55,33551,964+3,371+6%$11.6M$11.1M-$512.8K2026-10-23
Chilton Capital Management LLC
INCREASED51,82146,999+4,822+10%$10.5M$10.4M-$107.7K2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED49,80043,912+5,888+13%$9.9M$10.0M+$146.7K2026-10-29
Ethic Inc.
DECREASED49,57051,724-2,154-4%$11.6M$10.0M-$1.6M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED49,17231,582+17,590+56%$7.1M$9.9M+$2.8M2026-10-16
Kestra Advisory Services, LLC
INCREASED48,19845,013+3,185+7%$10.1M$9.7M-$390.9K2026-11-02
Police & Firemen's Retirement System of New Jersey
DECREASED47,32248,285-963-2%$10.8M$9.5M-$1.3M2026-11-09
MacKenzie Financial Corp
DECREASED47,16250,404-3,242-6%$11.3M$9.5M-$1.8M2026-11-02
Nordea Investment Management AB
INCREASED46,04443,250+2,794+6%$9.7M$9.4M-$346.6K2026-11-09
Yousif Capital Management, LLC
INCREASED45,87145,515+356+1%$10.2M$9.2M-$970.4K2026-10-22
New York Life Investment Management LLC
DECREASED45,02645,202-1760%$10.1M$9.0M-$1.1M2026-11-04
Triasima Portfolio Management inc.
INCREASED43,26242,583+679+2%$9.5M$8.7M-$838.4K2026-10-15
Waters Parkerson & Co., LLC
DECREASED42,18042,965-785-2%$9.6M$8.5M-$1.1M2026-11-04
Truist Financial Corp
INCREASED42,00941,651+358+1%$9.3M$8.4M-$881.6K2026-10-30
ASR Vermogensbeheer N.V.
INCREASED40,63838,485+2,153+6%$8.6M$8.2M-$449.2K2026-10-16
Pensionfund PDN
DECREASED40,20842,508-2,300-5%$9.5K$8.1K-$1.4K2026-10-05
Oregon Public Employees Retirement Fund
DECREASED39,81439,879-650%$8.9M$8.0M-$925.9K2026-10-30
Greystone Financial Group, LLC
DECREASED39,67440,276-602-1%$9.0M$8.0M-$1.0M2026-10-26
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED39,25044,038-4,788-11%$9.8M$7.9M-$2.0M2026-10-19
Everett Harris & Co
INCREASED38,75538,548+207+1%$8.6M$7.8M-$840.8K2026-10-28
OP Asset Management Ltd
INCREASED36,13235,092+1,040+3%$7.8M$7.3M-$594.5K2026-11-05
Alpha Omega Wealth Management LLC
DECREASED35,74337,982-2,239-6%$8.5M$7.2M-$1.3M2026-10-23
Jamison Private Wealth Management, Inc.
INCREASED35,00432,788+2,216+7%$7.3M$7.0M-$305.5K2026-10-14
Oliver Luxxe Assets LLC
DECREASED34,69334,797-1040%$7.8M$7.0M-$817.4K2026-10-14
Robeco Institutional Asset Management B.V.
DECREASED34,618126,068-91,450-73%$28.2M$6.9M-$21.2M2026-10-20
Mutual of America Capital Management LLC
DECREASED33,18533,482-297-1%$7.5M$6.7M-$826.0K2026-10-23
Sheets Smith Wealth Management
DECREASED31,85433,264-1,410-4%$7.4M$6.4M-$1.0M2026-10-16
Avanza Fonder AB
INCREASED31,64628,440+3,206+11%$6.4M$6.4M-$7.4K2026-10-13
Del-Sette Capital Management, LLC
DECREASED31,60133,467-1,866-6%$7.5M$6.3M-$1.1M2026-10-23
D.A. Davidson & Co.
DECREASED30,52432,906-2,382-7%$7.4M$6.1M-$1.2M2026-10-28
TD Waterhouse Canada Inc.
INCREASED30,41129,031+1,380+5%$6.5M$6.1M-$366.2K2026-10-16
Legacy Financial Independent Advisors LLC
INCREASED29,72729,621+106+0%$6.6M$6.0M-$656.7K2026-11-02
Ibex Wealth Advisors
INCREASED28,96027,525+1,435+5%$6.2M$5.8M-$342.1K2026-11-06
Oppenheimer & Co Inc
INCREASED28,69428,124+570+2%$6.3M$5.8M-$529.3K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED27,81228,811-999-3%$6.4M$5.6K-$6.4M2026-11-02
Brookstone Capital Management
INCREASED27,30524,049+3,256+14%$5.4M$5.5M+$103.1K2026-10-22
Mizuho Securities USA LLC
INCREASED26,41525,388+1,027+4%$5.7M$5.6M-$69.6K2026-11-09
Integrated Advisors Network LLC
DECREASED26,22726,341-1140%$5.9M$5.3M-$625.9K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED26,10925,619+490+2%$5.7M$5.2M-$488.1K2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED25,86078,215-52,355-67%$17.5M$5.2K-$17.5M2026-10-22
Eurizon Capital SGR S.p.A.
INCREASED24,95823,172+1,786+8%$5.2M$5.0M-$152.8K2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED24,79324,79300%$5.5M$5.0K-$5.5M2026-10-20
Venture Visionary Partners LLC
INCREASED24,10323,393+710+3%$5.2M$4.8M-$393.0K2026-10-07
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED24,10224,10200%$5.4M$5.4M$02026-10-15
Western Financial Corp
INCREASED23,7723,397+20,375+600%$759.7K$4.8M+$4.0M2026-10-14
Vanderbilt University
DECREASED23,75728,808-5,051-18%$6.4M$4.8M-$1.7M2026-11-02
Sterling Capital Management LLC
DECREASED23,67545,605-21,930-48%$10.2M$4.8M-$5.4M2026-10-22
ABN Amro Investment Solutions
INCREASED23,44317,252+6,191+36%$3.9M$4.7M+$848.0K2026-10-21
Crossmark Global Holdings, Inc.
DECREASED23,24229,299-6,057-21%$6.6M$4.7M-$1.9M2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED22,44219,456+2,986+15%$4.4M$4.5M+$154.1K2026-10-30
Imc-Chicago, LLC
INCREASED22,1899,477+12,712+134%$2.1M$4.5M+$2.3M2026-11-05
Vertrix Wealth Management, LLC
INCREASED22,17121,972+199+1%$4.9M$4.5M-$463.0K2026-10-13
Prospera Financial Services Inc
INCREASED22,14919,537+2,612+13%$4.4M$4.8M+$452.9K2026-11-04
Savant Capital, LLC
INCREASED21,88413,139+8,745+67%$2.7M$4.4M+$1.7M2026-11-06
Yarbrough Capital, LLC
UNCHANGED21,50021,50000%$4.8M$4.3M-$492.1K2026-10-19
McGinn Penninger Investment Management, Inc.
DECREASED20,53721,012-475-2%$4.7M$4.1K-$4.7M2026-11-09
Maryland State Retirement & Pension System
INCREASED19,79917,242+2,557+15%$3.9M$4.0M+$118.7K2026-11-05
Alps Advisors Inc
INCREASED19,78019,019+761+4%$4.3M$4.0M-$282.6K2026-11-03
Pensionfund Sabic
DECREASED19,60620,006-400-2%$4.5K$3.9K-$5382026-10-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED19,38420,489-1,105-5%$4.6M$3.9M-$690.8K2026-11-03
LDR Capital Management LLC
INCREASED19,06017,706+1,354+8%$4.0M$3.8M-$133.5K2026-10-14
Allworth Financial LP
INCREASED18,72918,256+473+3%$4.1M$4.2M+$105.9K2026-11-06
HUB Investment Partners, LLC
INCREASED18,25918,165+94+1%$4.1M$3.7M-$396.9K2026-11-03
iA Global Asset Management Inc.
INCREASED18,16315,880+2,283+14%$3.6M$3.6K-$3.5M2026-10-29
Chicago Partners Investment Group LLC
INCREASED18,1513,387+14,764+436%$762.7K$3.8M+$3.1M2026-10-27
Fifth Third Bancorp
DECREASED18,14018,161-210%$4.1M$3.6M-$419.9K2026-11-05
Atria Investments, Inc
DECREASED17,41519,324-1,909-10%$4.3M$3.5M-$825.5K2026-10-15
Hartford Investment Management Co
DECREASED17,32817,907-579-3%$4.0M$3.5M-$526.1K2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED16,77817,156-378-2%$3.8M$3.4M-$468.7K2026-10-21
Lido Advisors, LLC
DECREASED16,60417,334-730-4%$3.9M$3.3M-$543.6K2026-11-04
U S Wealth Group, Llc.
DECREASED16,35416,406-520%$3.7M$3.3M-$385.9K2026-11-09
New Mexico Educational Retirement Board
UNCHANGED16,19516,19500%$3.6M$3.3K-$3.6M2026-11-05
Louisiana State Employees Retirement System
DECREASED15,90016,600-700-4%$3.7M$3.2M-$520.5K2026-10-20
Spirit of America Management Corp
DECREASED15,85016,850-1,000-6%$3.8M$3.2M-$586.5K2026-10-14
Choreo, LLC
DECREASED15,51915,799-280-2%$3.5M$3.1M-$417.8K2026-10-28
Braeburn Wealth Management LLC
UNCHANGED15,27115,27100%$3.4M$3.1M-$349.5K2026-10-15
Vise Technologies, Inc.
INCREASED14,84110,980+3,861+35%$2.5M$3.0M+$524.0K2026-10-29
Assetmark, Inc
INCREASED14,81112,566+2,245+18%$2.8M$3.0M+$163.1K2026-10-21
Canada Post Corp Registered Pension Plan
DECREASED14,62015,216-596-4%$3.4M$3.0M-$416.5K2026-11-09
Stackstone Wealth, LLC
NEW14,477—+14,477——$2.9M—2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED14,14514,000+145+1%$3.1M$2.8M-$291.4K2026-10-21
Fortem Financial Group, LLC
INCREASED13,95113,108+843+6%$2.9M$2.8M-$130.8K2026-10-20
Ag2r LA Mondiale Gestion D'actifs
DECREASED13,89815,781-1,883-12%$3.5M$2.8M-$739.3K2026-10-26
Financial Management Network Inc
DECREASED13,84314,095-252-2%$3.2M$2.8M-$441.7K2026-10-09
Hennion & Walsh Asset Management, Inc.
INCREASED13,3179,203+4,114+45%$2.1M$2.7M+$615.3K2026-10-13
Lodestone Wealth Management LLC
DECREASED13,22415,262-2,038-13%$3.4M$2.7M-$758.7K2026-10-14
Merit Financial Group, LLC
DECREASED13,21313,215-20%$3.0M$2.7M-$303.3K2026-11-06
Plato Investment Management Ltd
DECREASED13,08613,239-153-1%$2.9M$2.6M-$306.3K2026-11-05
Squarepoint Ops LLC
DECREASED12,97015,419-2,449-16%$3.4M$2.6M-$844.6K2026-11-09
Adell Harriman & Carpenter Inc
DECREASED12,77012,948-178-1%$2.9M$2.6M-$332.0K2026-11-02
RED Cedar Investment Management, LLC
UNCHANGED12,68512,68500%$2.8M$2.5M-$290.4K2026-11-04
Park Avenue Securities LLC
DECREASED12,60114,024-1,423-10%$3.1M$2.5K-$3.1M2026-10-26
Inspire Trust Co, N.A.
DECREASED12,50014,500-2,000-14%$3.2M$2.5M-$733.4K2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED12,43111,393+1,038+9%$2.5M$2.5M-$52.4K2026-10-26
Cascade Investment Group, Inc.
DECREASED12,36712,527-160-1%$2.8M$2.5M-$318.9K2026-10-13
Burney Co/
DECREASED12,27314,554-2,281-16%$3.3M$2.5M-$791.1K2026-10-15
Hudson Canyon Capital Management
DECREASED12,24712,985-738-6%$2.9M$2.5M-$445.4K2026-11-04
Carret Asset Management, LLC
DECREASED12,00312,203-200-2%$2.7M$2.4M-$319.5K2026-11-04
Bdf-Gestion
DECREASED11,98213,502-1,520-11%$4.4M$2.4M-$2.0M2026-10-19
Old Port Advisors
INCREASED11,71811,379+339+3%$2.5M$2.4M-$192.4K2026-10-23
AGF Management LTD
DECREASED11,68515,313-3,628-24%$3.4M$2.3M-$1.1M2026-11-03
Norden Group LLC
INCREASED11,56811,504+64+1%$2.6M$2.3M-$250.6K2026-10-20
MGO One Seven LLC
DECREASED11,09611,311-215-2%$2.5M$2.2M-$302.0K2026-10-28
Tema Etfs LLC
INCREASED11,04110,838+203+2%$2.4M$2.2M-$207.3K2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED11,02210,158+864+9%$2.3M$2.2M-$59.0K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED10,98112,686-1,705-13%$2.8M$2.2M-$632.7K2026-11-06
Perpetual Ltd
DECREASED10,61511,235-620-6%$2.5M$2.1M-$381.6K2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED10,6006,498+4,102+63%$1.5M$2.1M+$674.8K2026-10-22
E. Ohman J:or Asset Management AB
UNCHANGED10,52910,52900%$2.4M$2.1M-$241.0K2026-10-22
Howland Capital Management LLC
DECREASED10,46210,786-324-3%$2.4M$2.1M-$311.9K2026-10-22
Morangie Management LLC
INCREASED10,27210,271+1+0%$2.3M$2.1M-$235.1K2026-10-15
Jeppson Wealth Management, LLC
DECREASED10,09310,153-60-1%$2.3M$2.0M-$244.4K2026-10-20
Mystic Asset Management, Inc.
INCREASED10,0359,990+45+0%$2.2M$2.0M-$219.6K2026-10-15
Redmond Asset Management, LLC
DECREASED10,00410,940-936-9%$2.4M$2.0M-$438.3K2026-10-27
Cascade Investment Advisors, Inc.
DECREASED9,8639,908-450%$2.2M$2.0M-$235.8K2026-11-02
Sigma Planning Corp
INCREASED9,8379,827+10+0%$2.2M$2.0M-$222.9K2026-10-23
Farther Finance Advisors, LLC
DECREASED9,81710,056-239-2%$2.3M$2.0M-$279.7K2026-10-08
North Dakota State Investment Board
INCREASED9,7899,634+155+2%$2.2M$2.0M-$189.4K2026-10-27
Diligent Investors, LLC
DECREASED9,68510,234-549-5%$2.3M$1.9M-$344.5K2026-10-21
Pine Valley Investments Ltd Liability Co
DECREASED9,5209,537-170%$2.1M$1.9M-$221.7K2026-11-09
Ascentis Independent Advisors
INCREASED9,51713+9,504+73108%$2.9K$1.9M+$1.9M2026-11-03
Convergence Investment Partners, LLC
DECREASED9,5149,541-270%$2.1M$1.9M-$223.8K2026-10-28
Apollon Wealth Management, LLC
DECREASED9,50310,357-854-8%$2.3M$1.9M-$408.6K2026-10-23
Moran Wealth Management, LLC
INCREASED9,4289,219+209+2%$2.1M$1.9M-$169.1K2026-10-22
Gamma Investing LLC
INCREASED9,3898,816+573+7%$2.0M$1.9M-$86.8K2026-10-08
Intech Investment Management LLC
INCREASED9,2978,777+520+6%$2.0M$1.9M-$96.5K2026-11-09
OmniStar Financial Group, Inc.
NEW9,095—+9,095——$1.8M—2026-10-26
Coldstream Capital Management Inc
INCREASED8,9608,679+281+3%$1.9M$1.8M-$142.2K2026-11-09
Wedmont Private Capital
INCREASED8,8267,560+1,266+17%$1.7M$1.8M+$107.8K2026-10-09
M&G Plc
DECREASED8,78312,066-3,283-27%$2.7M$1.8M-$937.4K2026-11-04
Sowell Financial Services LLC
DECREASED8,7399,569-830-9%$2.1M$1.8M-$385.5K2026-10-23
HB Wealth Management, LLC
INCREASED8,6948,313+381+5%$1.9M$1.7M-$114.0K2026-10-23
Clearstead Advisors, LLC
DECREASED8,6208,698-78-1%$1.9M$1.7M-$216.1K2026-11-06
Raiffeisen Bank International AG
DECREASED8,6169,865-1,249-13%$2.2M$1.8M-$484.8K2026-10-28
J. Safra Sarasin Holding AG
DECREASED8,5229,418-896-10%$1.8M$1.6M-$200.5K2026-10-26
Pinnacle Associates LTD
INCREASED8,4708,036+434+5%$1.8M$1.7M-$96.7K2026-10-20
Securian Asset Management, Inc
DECREASED8,3638,564-201-2%$2.0M$1.7M-$279.6K2026-11-06
Emergent Wealth Advisors, LLC
DECREASED8,3078,473-166-2%$1.9M$1.7M-$214.9K2026-10-09
Keybank National Association
INCREASED8,2608,063+197+2%$1.8M$1.7M-$145.0K2026-11-04
Greenleaf Trust
DECREASED8,1568,949-793-9%$2.0M$1.6M-$364.0K2026-10-29
Wealth Preservation Advisors, LLC
INCREASED8,0508,002+48+1%$1.8M$1.6M-$173.6K2026-11-05
InTrack Investment Management Inc
DECREASED7,9888,547-559-7%$1.9M$1.6M-$307.9K2026-10-15
Perigon Wealth Management, LLC
DECREASED7,8508,223-373-5%$1.8M$1.6M-$263.0K2026-10-22
Portside Wealth Group, LLC
INCREASED7,8467,306+540+7%$1.6M$1.6M-$58.8K2026-10-20
Valeo Financial Advisors, LLC
INCREASED7,7877,587+200+3%$1.7M$1.6M-$133.5K2026-10-08
Sound Income Strategies, LLC
DECREASED7,773128,026-120,253-94%$28.6M$1.6M-$27.1M2026-10-09
Bedel Financial Consulting, Inc.
UNCHANGED7,7187,71800%$1.7M$1.5M-$176.7K2026-11-06
LVW Advisors, LLC
NEW7,660—+7,660——$1.5M—2026-10-19
Mount Lucas Management LP
NEW7,627—+7,627——$1.5M—2026-11-09
Frank, Rimerman Advisors LLC
DECREASED7,5137,531-180%$1.7M$1.5M-$176.0K2026-10-16
American Assets Investment Management, LLC
UNCHANGED7,5007,50000%$412.1K$401.0K-$11.2K2026-10-30
Assenagon Asset Management S.A.
UNCHANGED7,4777,47700%$1.7M$1.5M-$171.1K2026-10-15
Davenport & Co LLC
INCREASED7,3736,408+965+15%$1.4M$1.5M+$47.1K2026-10-14
Bruni J V & Co
DECREASED7,33524,746-17,411-70%$5.5M$1.5M-$4.1M2026-11-05
Moneco Advisors, LLC
DECREASED7,3217,322-10%$1.6M$1.5M-$167.8K2026-11-05
Praxis Investment Management Inc
UNCHANGED7,3197,31900%$1.6M$1.5K-$1.6M2026-11-03
Yelin Lapidot Holdings Management Ltd.
UNCHANGED7,1507,15000%$1.6M$1.4M-$163.7K2026-10-26
Cypress Capital Group
UNCHANGED7,0127,01200%$1.6M$1.4M-$160.5K2026-11-03
KMG Fiduciary Partners, LLC
INCREASED7,0086,972+36+1%$1.6M$1.4M-$152.5K2026-10-14
Huntleigh Advisors, Inc.
INCREASED6,9801,815+5,165+285%$405.9K$1.4M+$995.4K2026-11-03
Ritholtz Wealth Management
INCREASED6,7806,424+356+6%$1.4M$1.4M-$75.5K2026-11-05
Signaturefd, LLC
INCREASED6,7546,640+114+2%$1.5M$1.4M-$129.1K2026-10-23
Kintegral Advisory, LLC
INCREASED6,7426,704+38+1%$1.5M$1.4M-$145.8K2026-10-16
First Pacific Financial
INCREASED6,7266,578+148+2%$1.5M$1.4M-$120.9K2026-10-14
Morguard Lincluden Global Investments Ltd
UNCHANGED6,5376,53700%$1.5M$1.3K-$1.5M2026-10-28
Illinois Municipal Retirement Fund
NEW6,508—+6,508——$1.3M—2026-11-05
Novem Group
INCREASED6,4536,339+114+2%$1.4M$1.3M-$122.2K2026-10-19
Marino, Stram & Associates LLC
DECREASED6,3746,401-270%$1.4M$1.3M-$151.8K2026-10-22
Solidarity Wealth, LLC
INCREASED6,2316,210+21+0%$1.4M$1.3M-$137.9K2026-10-15
Evergreen Capital Management LLC
INCREASED6,2036,185+18+0%$1.4M$1.2M-$138.0K2026-10-23
Chung Wu Investment Group, LLC
DECREASED6,1606,200-40-1%$1.4M$1.2M-$149.9K2026-11-03
Compound Planning, Inc.
INCREASED6,1226,118+4+0%$1.4M$1.2M-$139.1K2026-11-09
Picton Mahoney Asset Management
INCREASED6,0642,104+3,960+188%$470.6K$1.2M+$746.8K2026-11-09
Delphi Management Inc
NEW6,020—+6,020——$1.2K—2026-11-05
Legacy Wealth Asset Management, LLC
DECREASED6,0177,070-1,053-15%$1.6M$1.2M-$373.2K2026-10-09
Everhart Financial Group, Inc.
DECREASED5,9875,990-30%$1.3M$1.2M-$137.7K2026-10-08
Adams Asset Advisors, LLC
UNCHANGED5,7895,78900%$1.3M$1.2M-$132.5K2026-10-08
Independent Financial Group, LLC
INCREASED5,7865,725+61+1%$1.3M$1.2M-$118.8K2026-10-13
Simplex Trading, LLC
DECREASED5,72118,677-12,956-69%$4.2M$1.1M-$3.0M2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED5,6995,809-110-2%$1.3M$1.1M-$155.0K2026-10-15
Money Concepts Capital Corp
INCREASED5,6445,198+446+9%$1.2M$1.1M-$29.4K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,6445,297+347+7%$1.2M$1.1M-$51.7K2026-10-23
White Pine Capital LLC
DECREASED5,6245,659-35-1%$1.3M$1.1M-$136.6K2026-11-09
Parallel Advisors, LLC
DECREASED5,5915,702-111-2%$1.3M$1.1M-$152.8K2026-11-03
Nwam LLC
DECREASED5,5515,662-111-2%$1.3M$1.1M-$151.9K2026-11-09
Diversify Advisory Services, LLC
INCREASED5,4605,240+220+4%$1.2M$1.1M-$103.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED5,4605,240+220+4%$1.2M$1.1M-$103.5K2026-10-20
GKV Capital Management Co., Inc.
INCREASED5,4594,391+1,068+24%$982.0K$1.1M+$113.9K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED5,4145,445-31-1%$1.2M$1.1M-$131.0K2026-11-05
Genesee Capital Advisors, LLC
INCREASED5,3485,292+56+1%$1.2M$1.1M-$110.0K2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED5,3435,543-200-4%$1.2M$1.1M-$167.0K2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED5,2795,27900%$1.2M$1.1M-$120.8K2026-10-23
Turtle Creek Wealth Advisors, LLC
INCREASED5,2323,677+1,555+42%$823.3K$1.1M+$227.1K2026-10-15
Meadowbrook Wealth Management, LLC
DECREASED5,2307,105-1,875-26%$1.6M$1.0M-$534.4K2026-10-08
New England Research & Management, Inc.
INCREASED5,0603,010+2,050+68%$673.2K$1.0M+$342.7K2026-10-16
TrueWealth Advisors, LLC
UNCHANGED5,0605,06000%$1.1M$1.0M-$115.8K2026-10-09
KG Capital Management
DECREASED5,0515,161-110-2%$1.2M$1.0M-$140.2K2026-10-15
Procyon Advisors, LLC
INCREASED5,0453,663+1,382+38%$819.2K$1.0M+$193.6K2026-10-21
Paradigm Asset Management Co LLC
DECREASED5,0007,400-2,400-32%$1.7M$1.0M-$651.2K2026-11-05
American Assets Inc
UNCHANGED5,0005,00000%$1.1M$1.0M-$114.5K2026-10-30
Oppenheimer Asset Management Inc.
DECREASED4,9825,010-28-1%$1.1M$1.0M-$120.3K2026-10-27
Integrity Alliance, Llc.
NEW4,924—+4,924——$988.5K—2026-10-29
Radnor Capital Management, LLC
DECREASED4,8374,937-100-2%$1.1M$971.2K-$133.1K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED4,8284,971-143-3%$1.1M$969.3K-$142.4K2026-10-22
Chesley Taft & Associates LLC
DECREASED4,8154,865-50-1%$1.1M$966.7K-$121.4K2026-10-13
Trust Co of Vermont
INCREASED4,7534,674+79+2%$1.0M$954.2K-$91.1K2026-10-21
Strategic Blueprint, LLC
INCREASED4,7534,723+30+1%$1.1M$954.2K-$102.1K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED4,6632,186+2,477+113%$497.5K$936.1K+$438.7K2026-10-13
TBH Global Asset Management, LLC
INCREASED4,5864,585+1+0%$1.0M$920.7K-$104.8K2026-11-03
Simon Quick Advisors, LLC
INCREASED4,5341,479+3,055+207%$330.8K$910.2K+$579.4K2026-10-26
Capital Asset Advisory Services LLC
DECREASED4,5016,216-1,715-28%$1.4M$954.4K-$435.8K2026-10-30
GF Fund Management Co. Ltd.
INCREASED4,5014,349+152+4%$972.7K$903.6K-$69.0K2026-10-26
Belpointe Asset Management LLC
UNCHANGED4,4514,45100%$995.7K$893.8K-$101.9K2026-11-09
Harrell Investment Partners, LLC
DECREASED4,4465,084-638-13%$1.1M$892.6K-$244.5K2026-10-15
Gateway Investment Advisers LLC
DECREASED4,4404,531-91-2%$1.0M$891.3K-$122.0K2026-10-13
Gilman Hill Asset Management, LLC
DECREASED4,4274,447-200%$994.6K$888.8K-$105.8K2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED4,3714,37100%$977.6K$877.5K-$100.1K2026-11-02
Investors Research Corp
DECREASED4,3064,431-125-3%$991.0K$864.5K-$126.5K2026-10-07
Profund Advisors LLC
INCREASED4,2923,358+934+28%$751.0K$861.7K+$110.6K2026-10-29
VestGen Advisors, LLC
DECREASED4,1954,232-37-1%$946.6K$842.1K-$104.5K2026-10-27
Nfsg Corp
INCREASED4,1913,196+995+31%$714.8K$841.5K+$126.6K2026-10-15
Wedbush Securities Inc
DECREASED4,1194,492-373-8%$1.0M$827-$1.0M2026-10-22
Michels Family Financial, LLC
DECREASED4,0864,215-129-3%$942.6K$820.3K-$122.3K2026-11-02
Candriam S.C.A.
UNCHANGED4,0664,06600%$908.5K$819.3K-$89.2K2026-11-03
Purkiss Capital Advisors LLC
INCREASED4,0604,054+6+0%$906.7K$815.2K-$91.5K2026-11-06
First Citizens Bank & Trust Co
NEW4,047—+4,047——$812.5K—2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED4,0383,624+414+11%$810.5K$810.7K+$1612026-11-03
Future Financial Wealth Managment LLC
INCREASED4,0294,023+6+0%$905.9K$808.9K-$97.0K2026-10-15
Premier Path Wealth Partners, LLC
DECREASED4,0224,201-179-4%$939.5K$807.5K-$131.9K2026-10-16
Vontobel Holding Ltd.
DECREASED4,0155,645-1,630-29%$1.3M$806.1K-$456.5K2026-10-16
CFM Wealth Partners LLC
DECREASED4,0024,069-67-2%$910.0K$803.5K-$106.5K2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED4,0004,00000%$894.6K$803.0K-$91.6K2026-10-16
Blue Capital, Inc.
NEW3,989—+3,989——$800.8K—2026-10-13
Brighton Jones LLC
DECREASED3,9613,970-90%$887.9K$795.2K-$92.7K2026-11-03
Generali Asset Management SPA SGR
INCREASED3,9393,647+292+8%$815.7K$790.8K-$24.9K2026-10-26
Manske Wealth Management
UNCHANGED3,9113,91100%$874.8K$785.2K-$89.5K2026-10-26
Golden Reserve Retirement LLC
INCREASED3,8473,296+551+17%$737.2K$772.4K+$35.2K2026-11-02
Triad Wealth Partners, LLC
DECREASED3,8364,239-403-10%$971.5K$770.1K-$201.4K2026-10-26
AlphaCore Capital LLC
INCREASED3,8272,262+1,565+69%$506.0K$768.4K+$262.4K2026-11-04
Applied Finance Capital Management, LLC
DECREASED3,7925,150-1,358-26%$1.2M$761.3K-$390.5K2026-11-03
Larson Financial Group LLC
INCREASED3,7493,430+319+9%$767.0K$752.6K-$14.4K2026-11-05
RS Crum Inc.
UNCHANGED3,7263,72600%$833.3K$748.0K-$85.3K2026-10-19
Mather Group, Llc.
DECREASED3,6973,712-150%$830.1K$742.3K-$87.8K2026-10-14
Soltis Investment Advisors LLC
DECREASED3,69627,851-24,155-87%$6.2M$742.0K-$5.5M2026-10-28
Impact Partnership Wealth, LLC
INCREASED3,6842,847+837+29%$636.8K$739.7K+$102.9K2026-11-09
Journey Retirement Planning & Investment Management LLC
INCREASED3,6723,227+445+14%$721.8K$737.5K+$15.7K2026-10-09
Strategy Asset Managers LLC
NEW3,644—+3,644——$731.6K—2026-10-14
Bernicke Wealth Management, Ltd.
DECREASED3,6323,664-32-1%$819.5K$729.2K-$90.3K2026-11-06
Aspiriant, LLC
INCREASED3,6133,597+16+0%$804.5K$725.3K-$79.1K2026-10-16
Autumn Glory Partners, LLC
UNCHANGED3,5853,58500%$801.8K$719.7K-$82.1K2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED3,5833,308+275+8%$726.7K$715.1K-$11.6K2026-10-13
Capital Investment Advisors, LLC
INCREASED3,4323,421+11+0%$765.1K$689.0K-$76.1K2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED3,4227,561-4,139-55%$1.6M$755.7K-$869.3K2026-10-29
United Advisor Group, LLC
INCREASED3,4153,400+15+0%$760.4K$685.6K-$74.8K2026-11-03
Gryphon Financial Partners LLC
INCREASED3,3983,114+284+9%$696.4K$682.2K-$14.2K2026-11-04
Strathmore Capital Advisors, Inc.
DECREASED3,3963,808-412-11%$863.6K$775.7K-$87.9K2026-11-09
Yoffe Investment Management, LLC
UNCHANGED3,3833,38300%$756.6K$679.2K-$77.4K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED3,3783,692-314-8%$825.6K$678.1K-$147.5K2026-10-20
Joel Isaacson & Co., LLC
INCREASED3,3413,316+25+1%$741.6K$670.8K-$70.8K2026-11-05
James Investment Research, Inc.
NEW3,332—+3,332——$668.9K—2026-10-22
Krane Funds Advisors LLC
INCREASED3,3182,871+447+16%$642.1K$666.1K+$24.0K2026-11-09
Ascentis Wealth Management, LLC
INCREASED3,2653,102+163+5%$694.3K$656.1K-$38.2K2026-11-03
Fisher Asset Management, LLC
DECREASED3,2533,641-388-11%$814.4K$653.1K-$161.3K2026-11-06
CWA Asset Management Group, LLC
DECREASED3,2473,314-67-2%$741.2K$651.9K-$89.3K2026-10-19
Fourpath Capital Management, LLC
UNCHANGED3,2253,22500%$721.3K$647.5K-$73.8K2026-10-19
Welch Group, LLC
DECREASED3,1603,215-55-2%$719.1K$634.3K-$84.8K2026-10-29
Rossmore Private Capital
INCREASED3,1252,300+825+36%$514.4K$627.4K+$113.0K2026-10-27
Argentarii, LLC
DECREASED3,1083,109-10%$682.6K$624.0K-$58.6K2026-10-28
Cohen Klingenstein LLC
UNCHANGED3,1003,10000%$693.3K$622.4K-$71.0K2026-10-15
Nilsine Partners, LLC
INCREASED3,0852,967+118+4%$663.6K$619.3K-$44.2K2026-11-02
Cheviot Value Management, LLC
UNCHANGED3,0653,06500%$685.5K$615.3K-$70.2K2026-11-09
WealthBridge Capital Management, LLC
INCREASED3,0542,712+342+13%$606.6K$613.0K+$6.4K2026-10-16
Cigna Investments Inc
UNCHANGED3,0423,04200%$681.0K$611-$680.4K2026-10-19
Finivi Inc.
DECREASED3,0267,813-4,787-61%$1.7M$607.5K-$1.1M2026-10-13
Aprio Wealth Management, LLC
INCREASED3,0252,512+513+20%$561.8K$607.3K+$45.5K2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED3,0131,898+1,115+59%$424.5K$604.9K+$180.4K2026-10-13
Roble, Belko & Company, Inc
UNCHANGED3,0003,00000%$671.0K$602-$670.4K2026-11-09
Westover Capital Advisors, LLC
UNCHANGED3,0003,00000%$671.0K$602.3K-$68.7K2026-10-26
Market Street Wealth Management Advisors LLC
INCREASED2,9582,952+6+0%$660.2K$593.9K-$66.2K2026-10-09
Ascent Group, LLC
DECREASED2,9102,942-32-1%$658.0K$584.2K-$73.8K2026-10-30
HBK Sorce Advisory LLC
INCREASED2,8832,709+174+6%$608.9K$653.1K+$44.2K2026-11-06
First National Bank Sioux Falls
DECREASED2,8742,891-17-1%$582.1K$577.0K-$5.1K2026-10-13
Grant Private Wealth Management Inc
NEW2,872—+2,872——$576.7K—2026-10-19
IFP Advisors, Inc
DECREASED2,8723,512-640-18%$785.5K$576.6K-$208.9K2026-10-16
111 Capital
NEW2,861—+2,861——$574.4K—2026-11-03
Crestwood Advisors Group, LLC
INCREASED2,8212,629+192+7%$587.9K$566.3K-$21.6K2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED2,8191,680+1,139+68%$375.8K$566.0K+$190.2K2026-11-05
Daymark Wealth Partners, LLC
DECREASED2,8152,835-20-1%$634.0K$565.2K-$68.7K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED2,7762,775+1+0%$620.6K$557.3K-$63.3K2026-10-22
MFA Wealth Advisors, LLC
DECREASED2,7222,919-197-7%$652.8K$546.5K-$106.4K2026-10-07
KCM Investment Advisors LLC
DECREASED2,7152,846-131-5%$636.5K$545.1K-$91.4K2026-10-27
Great Valley Advisor Group, Inc.
DECREASED2,6823,094-412-13%$692.4K$538.3K-$154.2K2026-11-09
Kestra Investment Management, LLC
DECREASED2,6733,586-913-25%$802.0K$536.7K-$265.4K2026-11-04
Focused Alpha, LLC
NEW2,586—+2,586——$519.2K—2026-10-20
Lazari Capital Management, Inc.
DECREASED2,5852,638-53-2%$589.9K$519.0K-$70.8K2026-10-20
Schnieders Capital Management, Llc.
UNCHANGED2,5772,57700%$576.3K$517.4K-$59.0K2026-11-09
Childress Capital Advisors, LLC
DECREASED2,5712,610-39-1%$583.6K$516.1K-$67.5K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED2,5432,608-65-2%$583.3K$510.5K-$72.9K2026-10-21
Asset Planning,Inc
UNCHANGED2,5352,53500%$567.0K$508.9K-$58.0K2026-10-26
William Allan Corp
DECREASED2,5252,707-182-7%$605.4K$506.9K-$98.5K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED2,5172,375+142+6%$531.1K$505.3K-$25.9K2026-10-16
Manchester Financial Inc
UNCHANGED2,5112,51100%$561.6K$504.1K-$57.5K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED2,5022,505-30%$560.2K$502.3K-$57.9K2026-11-04
Moody Lynn Lieberson & Walker, LLC
UNCHANGED2,5012,50100%$559.3K$502.1K-$57.2K2026-10-14
Tritonpoint Wealth, LLC
DECREASED2,4902,922-432-15%$653.5K$499.9K-$153.6K2026-10-19
Wright Investors Service Inc
DECREASED2,4872,588-101-4%$578.8K$499.3K-$79.5K2026-11-02
Lederer & Associates Investment Counsel
UNCHANGED2,4872,48700%$556$499-$572026-10-23
Vela Investment Management, LLC
UNCHANGED2,4802,48000%$554.7K$497.9K-$56.8K2026-11-09
Sage Investment Advisers LLC
DECREASED2,4692,505-36-1%$560.2K$495.7K-$64.4K2026-10-21
Gables Capital Management Inc.
DECREASED2,4652,515-50-2%$562.5K$494.9K-$67.6K2026-11-04
Brown, Lisle Ings, Inc.
DECREASED2,4592,494-35-1%$557.8K$493.7K-$64.1K2026-10-16
International Assets Investment Management, LLC
DECREASED2,4462,700-254-9%$602.1K$491.2K-$110.8K2026-11-02
Fulcrum Capital LLC
DECREASED2,4392,512-73-3%$561.8K$489.7K-$72.2K2026-10-15
Baker Avenue Asset Management, LP
INCREASED2,4312,025+406+20%$453.0K$488.0K+$35.0K2026-11-06
Silverleafe Capital Partners, LLC
UNCHANGED2,4002,40000%$536.8K$481.8K-$54.9K2026-10-02
Gibbs Wealth Management
INCREASED2,3892,025+364+18%$453.0K$479.6K+$26.6K2026-10-22
SteelPeak Wealth, LLC
INCREASED2,3861,249+1,137+91%$279.3K$479.0K+$199.7K2026-10-16
Montecito Bank & Trust
INCREASED2,3782,239+139+6%$500.8K$477.4K-$23.3K2026-10-01
Manchester Capital Management LLC
DECREASED2,3532,401-48-2%$537.0K$472.4K-$64.6K2026-10-22
V-Square Quantitative Management LLC
INCREASED2,3512,194+157+7%$490.7K$472.0K-$18.7K2026-10-15
Carmel Capital Partners, LLC
UNCHANGED2,3222,32200%$519.3K$466.2K-$53.2K2026-11-03
Monument Capital Management
INCREASED2,3132,284+29+1%$510.9K$464.4K-$46.5K2026-10-09
Home Federal Bank of Tennessee
DECREASED2,2742,275-10%$508.8K$456.5K-$52.3K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED2,2592,234+25+1%$499.6K$453.6K-$46.1K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED2,2542,261-70%$505.7K$452.5K-$53.2K2026-10-27
Kaizen Financial Strategies
INCREASED2,2362,215+21+1%$493.8K$448.9K-$44.9K2026-10-09
Summit Global Investments
DECREASED2,1872,210-23-1%$494.0K$439-$493.6K2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED2,1862,162+24+1%$483.5K$438.9K-$44.7K2026-10-23
Alta Advisers Ltd
INCREASED2,1841,285+899+70%$287.4K$438.5K+$151.1K2026-11-02
Spire Wealth Management
DECREASED2,1408,188-6,048-74%$1.8M$429.7K-$1.4M2026-10-30
S-Bank Fund Management Ltd
INCREASED2,1382,034+104+5%$454.9K$429.2K-$25.7K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,1311,227+904+74%$274.4K$427.8K+$153.4K2026-10-27
Nabity-Jensen Investment Management Inc
DECREASED2,1282,141-13-1%$478.8K$427.2K-$51.6K2026-10-23
Modera Wealth Management, LLC
INCREASED2,1271,967+160+8%$439.9K$427.0K-$12.9K2026-10-28
Optas, LLC
INCREASED2,1232,036+87+4%$455.4K$426.2K-$29.1K2026-11-09
Samalin Investment Counsel, LLC
INCREASED2,1152,080+35+2%$465.3K$424.6K-$40.7K2026-10-23
CX Institutional
DECREASED2,0992,217-118-5%$496$421-$752026-10-02
Rockland Trust Co
INCREASED2,0992,078+21+1%$464.7K$421.4K-$43.4K2026-10-05
Redhawk Wealth Advisors, Inc.
INCREASED2,0852,077+8+0%$464.4K$418.6K-$45.8K2026-10-14
Howard Capital Management, LLC
DECREASED2,0762,098-22-1%$469.2K$416.8K-$52.4K2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED2,0472,080-33-2%$465.2K$411.0K-$54.2K2026-11-02
Birch Financial Group, LLC
UNCHANGED2,0472,04700%$457.8K$411.0K-$46.8K2026-10-27
Kathmere Capital Management, LLC
INCREASED2,0311,878+153+8%$420.0K$407.7K-$12.3K2026-10-20
Curated Wealth Partners LLC
NEW2,017—+2,017——$404.9K—2026-10-15
Providence First Trust Co
DECREASED2,0142,076-62-3%$464.2K$404.3K-$59.9K2026-11-02
Bison Wealth, LLC
INCREASED1,9991,682+317+19%$378.4K$402.6K+$24.1K2026-10-13
Titleist Asset Management, LLC
DECREASED1,9782,132-154-7%$476.9K$397.2K-$79.7K2026-10-08
Deseret Mutual Benefit Administrators
DECREASED1,9672,144-177-8%$479.5K$394.9K-$84.6K2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED1,9631,074+889+83%$240.1K$394.1K+$153.9K2026-10-28
Fulton Bank, N.A.
INCREASED1,9531,928+25+1%$431.2K$392.1K-$39.1K2026-10-14
SAX Wealth Advisors, LLC
NEW1,937—+1,937——$388.9K—2026-10-13
OFI Invest Asset Management
DECREASED1,9342,285-351-15%$447.0K$341.8K-$105.2K2026-11-06
Stillwater Wealth Management Group
DECREASED1,9272,442-515-21%$546.1K$386.8K-$159.2K2026-10-21
Resonant Capital Advisors, LLC
INCREASED1,9271,873+54+3%$418.9K$386.9K-$32.0K2026-10-15
BAM Wealth Management, LLC
INCREASED1,9061,607+299+19%$359.4K$382.6K+$23.2K2026-10-15
Viewpoint Investment Partners Corp
INCREASED1,9001,800+100+6%$402.6K$381.4K-$21.2K2026-10-26
North Star Investment Management Corp.
UNCHANGED1,8991,89900%$424.7K$381.2K-$43.5K2026-10-27
Ninety One UK Ltd
DECREASED1,8983,566-1,668-47%$797.5K$381.0K-$416.5K2026-10-15
First Bancorp, Inc
INCREASED1,8871,878+9+0%$420.0K$378.8K-$41.2K2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED1,8751,87500%$419.3K$376.4K-$42.9K2026-10-13
Catalyst Financial Partners LLC
INCREASED1,8591,807+52+3%$404.1K$373.2K-$30.9K2026-11-06
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,8542,554-700-27%$571.2K$372.2K-$199.0K2026-10-21
Personal CFO Solutions, LLC
DECREASED1,8432,065-222-11%$461.9K$370.0K-$91.9K2026-11-06
PDS Planning, Inc
INCREASED1,8391,792+47+3%$400.8K$369.2K-$31.6K2026-11-03
180 Wealth Advisors, LLC
INCREASED1,8351,834+1+0%$410.2K$368.4K-$41.8K2026-11-03
Facet Wealth, Inc.
INCREASED1,8131,371+442+32%$306.6K$364.0K+$57.4K2026-11-04
Embree Financial Group
INCREASED1,8121,774+38+2%$396.8K$363.8K-$33.0K2026-10-22
IFG Advisory, LLC
DECREASED1,7981,800-20%$402.7K$361.0K-$41.6K2026-11-09
Intrua Financial, LLC
DECREASED1,7942,606-812-31%$582.8K$360.2K-$222.6K2026-10-28
1620 Investment Advisors, Inc.
INCREASED1,7881,758+30+2%$393.2K$359.0K-$34.2K2026-11-04
Guardian Partners Inc.
DECREASED1,7801,917-137-7%$428.7K$357.4K-$71.4K2026-10-21
Swiss RE LTD
INCREASED1,7531,066+687+64%$238.4K$351.9K+$113.5K2026-11-06
Cabot Wealth Management Inc
UNCHANGED1,7451,74500%$390.3K$350.3K-$39.9K2026-11-05
Versant Capital Management, Inc
INCREASED1,7431,412+331+23%$315.8K$349.9K+$34.1K2026-10-02
Marest Capital, LLC
INCREASED1,7371,686+51+3%$377.1K$350.0K-$27.2K2026-10-23
American State Bank (Iowa)
UNCHANGED1,7371,73700%$388.5K$348.7K-$39.8K2026-11-03
J. Team Financial, Inc.
INCREASED1,7321,687+45+3%$377.5K$347.8K-$29.8K2026-11-03
Independent Wealth Network Inc.
INCREASED1,721962+759+79%$215.3K$345.4K+$130.2K2026-10-19
Breakwater Capital Group
INCREASED1,7151,703+12+1%$380.9K$344.3K-$36.6K2026-10-09
Diversified Trust Co
DECREASED1,7102,005-295-15%$448.4K$343.3K-$105.1K2026-11-06
Moors & Cabot, Inc.
INCREASED1,7011,331+370+28%$297.8K$341.5K+$43.8K2026-11-06
Oak Grove Capital LLC
UNCHANGED1,7001,70000%$380.2K$341.3K-$38.9K2026-10-09
Platform Technology Partners
INCREASED1,6991,677+22+1%$375.1K$341.1K-$34.0K2026-11-02
Opinicus Capital, Inc.
DECREASED1,6921,725-33-2%$385.9K$339.7K-$46.2K2026-10-28
Elevation Wealth Partners, LLC
DECREASED1,6841,719-35-2%$384.5K$338.1K-$46.4K2026-10-07
JB Capital LLC
INCREASED1,6561,531+125+8%$342.4K$332.5K-$9.8K2026-10-19
Greenup Street Wealth Management LLC
INCREASED1,6501,401+249+18%$313.3K$331.3K+$18.0K2026-10-28
Csenge Advisory Group
INCREASED1,6431,546+97+6%$345.8K$329.8K-$16.0K2026-11-04
TritonPoint Partners, LLC
DECREASED1,6353,127-1,492-48%$699.4K$328.2K-$371.1K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED1,6261,656-30-2%$370.4K$326.5K-$43.9K2026-10-28
Augustine Asset Management Inc
DECREASED1,6201,711-91-5%$382.7K$325.2K-$57.4K2026-10-13
Alliance Wealth Advisors, LLC
INCREASED1,6141,383+231+17%$309.3K$324.0K+$14.7K2026-10-28
Interchange Capital Partners, LLC
INCREASED1,6051,534+71+5%$343.1K$322.3K-$20.9K2026-10-28
Winthrop Capital Management, LLC
DECREASED1,6001,735-135-8%$388.0K$321.2K-$66.8K2026-11-05
Clientfirst Wealth Management, LLC
UNCHANGED1,5931,59300%$356.3K$319.8K-$36.5K2026-11-04
Cetera Trust Company, N.a
DECREASED1,5901,665-75-4%$372.4K$319.2K-$53.2K2026-11-09
Meridian Wealth Management, LLC
INCREASED1,5521,502+50+3%$329.6K$309.4K-$20.2K2026-11-05
Parkside Financial Bank & Trust
INCREASED1,5511,436+115+8%$321.2K$311.4K-$9.8K2026-10-27
Purus Wealth Management, LLC
INCREASED1,5321,515+17+1%$338.9K$307.6K-$31.3K2026-10-15
Jacobi Capital Management LLC
INCREASED1,5261,525+1+0%$341.1K$306.2K-$34.8K2026-11-05
Miller Global Investments, LLC
DECREASED1,5251,540-15-1%$344.4K$306.2K-$38.3K2026-10-02
Murphy Pohlad Asset Management LLC
INCREASED1,5131,466+47+3%$327.9K$303.7K-$24.1K2026-10-22
Calamos Wealth Management LLC
INCREASED1,4971,375+122+9%$307.5K$300.5K-$7.0K2026-11-02
Private Trust Co NA
DECREASED1,4971,568-71-5%$350.7K$300.5K-$50.1K2026-10-20
Howard Capital Management Group, LLC
UNCHANGED1,4901,49000%$333.2K$299.1K-$34.1K2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED1,4861,186+300+25%$265.3K$298.4K+$33.1K2026-11-05
Conning Inc.
UNCHANGED1,4771,47700%$330.3K$296.5K-$33.8K2026-10-27
XXI Wealth, LLC
DECREASED1,4691,473-40%$329.4K$294.9K-$34.5K2026-10-22
Cornerstone Wealth Management, LLC
INCREASED1,4671,463+4+0%$327.3K$294.5K-$32.9K2026-11-04
Castle Rock Wealth Management, LLC
DECREASED1,4611,877-416-22%$418.6K$294.7K-$123.9K2026-10-09
AIA Group Ltd
DECREASED1,46042,805-41,345-97%$9.6M$293.1K-$9.3M2026-10-30
Washington Trust Co
UNCHANGED1,4541,45400%$325.2K$291.9K-$33.3K2026-10-22
Advisors Preferred, LLC
DECREASED1,4471,623-176-11%$366.9K$290.8K-$76.1K2026-11-09
Hantz Financial Services, Inc.
INCREASED1,4461,373+73+5%$307.0K$290-$306.7K2026-11-09
Promethium Advisors,llc
DECREASED1,4341,449-15-1%$324.1K$287.9K-$36.2K2026-10-19
Barry Investment Advisors, LLC
UNCHANGED1,3991,39900%$312.9K$280.9K-$32.0K2026-10-14
Abel Hall, LLC
INCREASED1,3931,243+150+12%$278.0K$279.7K+$1.7K2026-10-19
Great Lakes Advisors, LLC
INCREASED1,3921,334+58+4%$298.4K$279.5K-$18.9K2026-11-06
MinichMacGregor Wealth Management, LLC
DECREASED1,3801,386-60%$310.0K$277.0K-$32.9K2026-10-14
Krilogy Financial LLC
DECREASED1,3771,434-57-4%$320.7K$277.3K-$43.4K2026-10-13
Washington Trust Bank
DECREASED1,3741,571-197-13%$351.4K$275.8K-$75.5K2026-11-03
Cidel Asset Management Inc
UNCHANGED1,3701,37000%$306.4K$275.0K-$31.4K2026-10-29
LMG Wealth Partners, LLC
UNCHANGED1,3661,36600%$305.5K$274.2K-$31.3K2026-11-05
Lowe Brockenbrough & Co Inc
NEW1,365—+1,365——$274.0K—2026-11-09
Koshinski Asset Management, Inc.
INCREASED1,3651,319+46+3%$295.0K$274.1K-$20.9K2026-10-29
SVB Wealth LLC
DECREASED1,3592,037-678-33%$455.5K$272.8K-$182.7K2026-11-06
Smithfield Trust Co
UNCHANGED1,3581,35800%$268.0K$273-$267.8K2026-11-09
Vicus Capital
DECREASED1,3541,387-33-2%$310.1K$271.8K-$38.3K2026-11-05
MCF Advisors LLC
INCREASED1,3481,227+121+10%$274.5K$270.7K-$3.8K2026-10-28
Salem Investment Counselors Inc
INCREASED1,3441,339+5+0%$299.5K$269.8K-$29.6K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED1,3371,456-119-8%$325.6K$268.4K-$57.2K2026-10-05
Cornerstone Advisory, LLC
INCREASED1,3301,276+54+4%$285.4K$267.0K-$18.4K2026-11-06
StoneX Group Inc.
INCREASED1,3211,039+282+27%$232.3K$266.7K+$34.4K2026-11-03
Masterinvest Kapitalanlage GmbH
UNCHANGED1,3101,31000%$293.0K$263.0K-$30.0K2026-11-03
LJI Wealth Management, LLC
NEW1,309—+1,309——$262.8K—2026-10-28
Leo Wealth, LLC
NEW1,308—+1,308——$262.6K—2026-10-26
Essex Bank
UNCHANGED1,3071,30700%$292.3K$262.4K-$29.9K2026-10-16
AlphaCentric Advisors LLC
NEW1,300—+1,300——$261.0K—2026-11-03
3Chopt Investment Partners, LLC
INCREASED1,291927+364+39%$207.3K$259.2K+$51.9K2026-10-30
FAI Advisors, Inc.
INCREASED1,2821,276+6+0%$285.4K$257.4K-$28.0K2026-10-27
Central Trust Co
INCREASED1,2741,231+43+3%$275.3K$255.8K-$19.5K2026-11-05
M Holdings Securities, Inc.
NEW1,259—+1,259——$275—2026-11-03
EPG Wealth Management LLC
UNCHANGED1,2541,25400%$280.5K$251.8K-$28.7K2026-11-03
Lanark Financial, Inc.
DECREASED1,2531,434-181-13%$320.7K$251.6K-$69.2K2026-10-26
GW Henssler & Associates LTD
INCREASED1,2521,215+37+3%$271.7K$251.4K-$20.4K2026-10-26
Safe Harbor Family Capital, LLC
DECREASED1,2391,246-7-1%$278.7K$248.7K-$29.9K2026-11-09
Ridgewood Investments LLC
UNCHANGED1,2381,23800%$276.9K$248.5K-$28.3K2026-10-05
Biltmore Wealth Management, LLC
INCREASED1,2371,223+14+1%$273.6K$248.3K-$25.3K2026-10-09
Regions Financial Corp
INCREASED1,2361,193+43+4%$266.8K$248.1K-$18.7K2026-11-05
Bullock Wealth Management Group
INCREASED1,2321,204+28+2%$268.5K$247.4K-$21.1K2026-10-09
Visionary Wealth Advisors
INCREASED1,2291,218+11+1%$272.4K$246.8K-$25.6K2026-11-04
Fortis Capital Advisors, LLC
INCREASED1,2091,192+17+1%$266.8K$242.9K-$23.9K2026-11-09
Certuity, LLC
INCREASED1,2021,075+127+12%$240.4K$241.3K+$8962026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED1,1991,19900%$268.2K$240.7K-$27.4K2026-10-23
Hilltop National Bank
UNCHANGED1,1931,19300%$266.8K$239.5K-$27.3K2026-10-14
Elyxium Wealth, LLC
DECREASED1,1861,189-30%$265.9K$238.1K-$27.8K2026-10-27
Quad-Cities Investment Group, LLC
INCREASED1,1821,169+13+1%$261.5K$237.3K-$24.2K2026-10-16
Indivisible Partners
DECREASED1,1801,449-269-19%$324.0K$236.9K-$87.2K2026-10-26
Black Diamond Financial, LLC
UNCHANGED1,1751,17500%$262.7K$235.8K-$26.9K2026-10-26
Skyline Advisors, Inc.
INCREASED1,1631,151+12+1%$257.3K$233.6K-$23.8K2026-11-03
Argyle Capital Partners, LLC
INCREASED1,1571,107+50+5%$247.6K$232.3K-$15.3K2026-10-23
Cromwell Holdings LLC
INCREASED1,1471,119+28+3%$250.3K$230.3K-$20.0K2026-10-28
Virtus Advisers, LLC
UNCHANGED1,1361,13600%$254.1K$228.1K-$26.0K2026-11-09
Plan A Wealth LLC
DECREASED1,1351,149-14-1%$256.9K$228.0K-$28.9K2026-10-08
Texas Bank & Trust Co
INCREASED1,1341,034+100+10%$231.3K$227.7K-$3.6K2026-11-04
Peachtree Investment Partners, LLC
INCREASED1,1311,089+42+4%$243.6K$227.1K-$16.5K2026-11-05
Northcape Wealth Management, LLC
INCREASED1,120988+132+13%$220.9K$224.8K+$3.9K2026-11-04
Argonautica Private Wealth Management, Inc
UNCHANGED1,1191,11900%$250.3K$224.7K-$25.6K2026-11-02
Prudent Man Advisors, LLC
NEW1,118—+1,118——$224.5K—2026-11-03
Root Financial Partners, LLC
NEW1,106—+1,106——$222.1K—2026-10-21
WIN Advisors, Inc
INCREASED1,104918+186+20%$205.3K$221.6K+$16.3K2026-11-06
Argent Trust Co
INCREASED1,1011,064+37+3%$238.0K$221.0K-$16.9K2026-11-09
Ulrich Consultants & Investment Group, LLC
NEW1,100—+1,100——$220.8K—2026-10-13
Geneos Wealth Management Inc.
INCREASED1,099358+741+207%$80.1K$220.6K+$140.6K2026-11-09
Triumph Capital Management
UNCHANGED1,0771,07700%$240.9K$216.2K-$24.7K2026-10-14
SmartHarvest Portfolios, LLC
DECREASED1,0761,347-271-20%$301.3K$216.1K-$85.2K2026-10-26
Eurizon SLJ Capital Ltd
DECREASED1,0701,202-132-11%$268.8K$214.8K-$54.0K2026-11-06
TFC Financial Management, Inc.
UNCHANGED1,0611,06100%$237.3K$213.0K-$24.3K2026-10-26
Tctc Holdings, LLC
NEW1,051—+1,051——$211.0K—2026-11-02
Eclectic Associates Inc
UNCHANGED1,0501,05000%$234.8K$210.8K-$24.0K2026-10-09
Motco
INCREASED1,049924+125+14%$206.7K$210.6K+$3.9K2026-11-09
UMB Bank, n.a.
INCREASED1,0481,027+21+2%$229.7K$210.4K-$19.3K2026-11-06
Mission Wealth Management, LP
DECREASED1,0413,007-1,966-65%$672.5K$209.0K-$463.5K2026-10-15
Greykasell Wealth Strategies, Inc.
UNCHANGED1,0281,02800%$229.9K$206.4K-$23.5K2026-11-09
Rhodes Investment Advisors Inc
UNCHANGED1,0211,02100%$228.3K$204.9K-$23.4K2026-10-07
Woodward Diversified Capital, LLC
UNCHANGED1,0121,01200%$226.3K$203.2K-$23.2K2026-10-21
Ariadne Wealth Management, LP
NEW1,010—+1,010——$202.8K—2026-11-06
Canopy Partners, LLC
DECREASED1,0051,126-121-11%$251.8K$201.8K-$50.1K2026-10-28
Certified Advisory Corp
NEW1,001—+1,001——$200.9K—2026-10-29
Virtue Capital Management, LLC
UNCHANGED1,0011,00100%$223.9K$201.0K-$22.9K2026-10-29
Brandywine OAK Private Wealth LLC
UNCHANGED1,0001,00000%$223.7K$200.8K-$22.9K2026-10-23
Atlas Private Wealth Advisors
UNCHANGED1,0001,00000%$223.7K$200.8K-$22.9K2026-10-23
Michael Brady & Co., LLC
UNCHANGED1,0001,00000%$223.7K$200.8K-$22.9K2026-10-23
Herold Advisors, Inc.
UNCHANGED1,0001,00000%$223.0K$200.8K-$22.2K2026-10-19
Harbor Investment Advisory, LLC
INCREASED999972+27+3%$217.5K$200.6K-$16.8K2026-10-13
D'Orazio & Associates, Inc.
UNCHANGED99999900%$223.4K$200.6K-$22.9K2026-11-04
LeConte Wealth Management, LLC
NEW997—+997——$200.2K—2026-10-20
Plancorp, LLC
NEW975—+975——$212.3K—2026-11-03
Alpha Family Trust
UNCHANGED92092000%$205.8K$205.8K$02026-11-04
Thompson Investment Management, Inc.
DECREASED888902-14-2%$201.7K$178.3K-$23.5K2026-10-14
Hoey Investments, Inc
UNCHANGED87587500%$195.7K$175.7K-$20.0K2026-10-29
Global X Japan Co., Ltd.
INCREASED869709+160+23%$158.6K$174.5K+$15.9K2026-10-21
Blue Trust, Inc.
DECREASED8681,247-379-30%$278.9K$174.3K-$104.5K2026-10-15
Harbour Investments, Inc.
DECREASED8581,127-269-24%$252.1K$172.2K-$79.9K2026-11-09
CoreCap Advisors, LLC
INCREASED850657+193+29%$146.9K$170.7K+$23.8K2026-10-08
Quent Capital, LLC
INCREASED835686+149+22%$153.5K$190.8K+$37.3K2026-11-09
Gen-Wealth Partners Inc
DECREASED8261,714-888-52%$383.4K$165.8K-$217.6K2026-11-04
Silvant Capital Management LLC
UNCHANGED82182100%$183.6K$164.8K-$18.8K2026-11-09
Rosenberg Matthew Hamilton
UNCHANGED81681600%$182.5K$163.8K-$18.7K2026-10-05
Fortitude Family Office, LLC
INCREASED742717+25+3%$160.4K$149.0K-$11.4K2026-10-14
Montag A & Associates Inc
UNCHANGED70270200%$157.0K$140.9K-$16.1K2026-10-29
Caldwell Sutter Capital, Inc.
INCREASED670667+3+0%$149.2K$134.4K-$14.7K2026-11-09
TD Private Client Wealth LLC
DECREASED657662-5-1%$148.1K$131.9K-$16.2K2026-10-28
Concord Wealth Partners
UNCHANGED63263200%$141.3K$126.9K-$14.5K2026-11-02
Caldwell Trust Co
UNCHANGED61561500%$137.5K$123.5K-$14.1K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED609411+198+48%$92.0K$122.2K+$30.2K2026-11-05
Zions Bancorporation, National Association
INCREASED608577+31+5%$129.0K$122.1K-$7.0K2026-11-06
PFS Partners, LLC
INCREASED572571+1+0%$127.7K$114.8K-$12.9K2026-10-21
First Horizon Corp
UNCHANGED56356300%$125.9K$113.0K-$12.9K2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED55155100%$123.2K$110.6K-$12.6K2026-10-06
Toth Financial Advisory Corp
INCREASED550100+450+450%$22.4K$110.4K+$88.1K2026-10-08
Farmers & Merchants Investments Inc
UNCHANGED54654600%$122.1K$109.6K-$12.5K2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED53753700%$120.1K$107.8K-$12.3K2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED52152100%$116.6K$104.6K-$12.0K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED50050000%$112.0K$100-$111.9K2026-11-02
Arlington Trust Co LLC
INCREASED478154+324+210%$34.4K$96.0K+$61.5K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED46946900%$104.9K$94.1K-$10.7K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED446416+30+7%$93$90-$32026-10-27
JTC Employer Solutions Trustee Ltd
UNCHANGED41241200%$92.0K$83-$91.9K2026-11-09
First Financial Corp
UNCHANGED40040000%$89.5K$80.3K-$9.2K2026-10-13
GHP Investment Advisors, Inc.
DECREASED386461-75-16%$103.0K$77.4K-$25.6K2026-10-15
Strive Financial Group,LLC
NEW382—+382——$76.8K—2026-11-09
Heritage Family Offices, LLP
NEW381—+381——$76.5K—2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED37537500%$83.9K$75.3K-$8.6K2026-10-20
Grove Bank & Trust
UNCHANGED36936900%$82.5K$74.1K-$8.4K2026-10-08
Acadian Asset Management LLC
NEW362—+362——$72—2026-11-09
Glass Jacobson Investment Advisors llc
UNCHANGED35535500%$79.4K$71.3K-$8.1K2026-10-26
Compass Wealth Management LLC
NEW345—+345——$69.3K—2026-10-22
Eastern Bank
UNCHANGED34134100%$76.3K$68.5K-$7.8K2026-10-05
Golden State Wealth Management, LLC
DECREASED339347-8-2%$77.6K$68.1K-$9.6K2026-11-02
Kozak & Associates, Inc.
INCREASED332328+4+1%$73.2K$70.1K-$3.1K2026-10-29
Creative Financial Designs Inc
UNCHANGED33233200%$74.3K$66.7K-$7.6K2026-11-04
Richardson Financial Services Inc.
DECREASED331337-6-2%$75.4K$66.5K-$8.9K2026-10-30
Centerpoint Advisors, LLC
UNCHANGED32732700%$73.0K$66-$72.9K2026-11-05
Fairscale Capital, LLC
INCREASED326324+2+1%$72.5K$71.0K-$1.5K2026-11-04
Provenance Wealth Advisors, LLC
INCREASED3224+318+7950%$895$64.6K+$63.8K2026-10-30
United Community Bank
DECREASED322326-4-1%$72.9K$64.6K-$8.3K2026-10-28
Summit Securities Group LLC
DECREASED3181,681-1,363-81%$376.0K$63.8K-$312.1K2026-11-05
Evolution Wealth Management Inc.
UNCHANGED31731700%$70.9K$63.6K-$7.3K2026-10-28
Financial Freedom, LLC
NEW316—+316——$63.5K—2026-11-06
IAG Wealth Partners, LLC
UNCHANGED31531500%$70.5K$63.2K-$7.2K2026-11-06
Sfam, LLC
UNCHANGED30730700%$68.7K$61.6K-$7.0K2026-11-03
Latitude Advisors, LLC
NEW305—+305——$61.3K—2026-10-27
Key FInancial Inc
UNCHANGED30030000%$67.1K$60.2K-$6.9K2026-11-02
Towne Trust Company, N.a
UNCHANGED30030000%$67.1K$60.2K-$6.9K2026-10-28
Activest Wealth Management
INCREASED279277+2+1%$62.0K$56.0K-$5.9K2026-10-15
Rothwell Investment Advisors, LLC
NEW277—+277——$55.6K—2026-11-06
Blume Capital Management, Inc.
UNCHANGED27027000%$60.4K$54.2K-$6.2K2026-10-26
Indiana Trust & Investment Management Co
DECREASED265390-125-32%$87.2K$53.2K-$34.0K2026-10-22
MV Capital Management, Inc.
DECREASED256260-4-2%$58.1K$51.4K-$6.8K2026-10-29
Bell Investment Advisors, Inc
UNCHANGED23723700%$53.0K$47.6K-$5.4K2026-10-29
Valley National Advisers Inc
INCREASED231230+1+0%$51.4K$46.4K-$5.1K2026-10-23
DT Investment Partners, LLC
UNCHANGED22822800%$51.0K$45.8K-$5.2K2026-10-27
Tompkins Financial Corp
UNCHANGED22522500%$50.3K$45.2K-$5.2K2026-10-05
Wilkerson Advisory Group LLC
DECREASED221227-6-3%$50.8K$44.4K-$6.4K2026-10-20
Salomon & Ludwin, LLC
UNCHANGED21021000%$46.8K$42.2K-$4.7K2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED21021000%$47.0K$42.2K-$4.8K2026-10-16
New England Capital Financial Advisors LLC
INCREASED188186+2+1%$41.5K$37.7K-$3.8K2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED18418400%$41.2K$36.9K-$4.2K2026-11-03
True Wealth Design, LLC
INCREASED179156+23+15%$34.9K$35.9K+$1.0K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED178317-139-44%$70.9K$35.7K-$35.2K2026-10-07
N.E.W. Advisory Services LLC
INCREASED177174+3+2%$38.9K$35.5K-$3.4K2026-11-09
WPG Advisers, LLC
DECREASED173181-8-4%$40.5K$34.7K-$5.8K2026-10-27
Dogwood Wealth Management LLC
DECREASED167192-25-13%$42.9K$33.5K-$9.4K2026-11-09
Essential Partners LLC
UNCHANGED16116100%$36.0K$32.3K-$3.7K2026-10-14
West Paces Advisors Inc.
UNCHANGED15715700%$35.1K$31.5K-$3.6K2026-10-13
Atwood & Palmer Inc
UNCHANGED15515500%$34.7K$31.1K-$3.5K2026-10-08
Trust Co of Toledo NA
DECREASED153207-54-26%$46.3K$30.7K-$15.6K2026-10-16
Hughes Financial Services, LLC
INCREASED153141+12+9%$31.5K$33.0K+$1.5K2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED15015000%$33.5K$30.1K-$3.4K2026-11-06
Mcdonald Partners LLC
UNCHANGED15015000%$33.5K$30.1K-$3.4K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED142114+28+25%$25.5K$28.5K+$3.0K2026-10-20
GK Wealth Management LLC
NEW137—+137——$27.6K—2026-10-09
Avion Wealth
INCREASED137129+8+6%$28$27-$12026-11-04
Highline Wealth Partners LLC
DECREASED133147-14-10%$32.8K$26.7K-$6.2K2026-10-19
Cape Investment Advisory, Inc.
UNCHANGED13213200%$29.6K$26.5K-$3.0K2026-10-13
Fulcrum Asset Management LLP
NEW131—+131——$26.8K—2026-11-04
Leonteq Securities AG
INCREASED13149+82+167%$11.0K$26.3K+$15.3K2026-10-29
James T. Borello RIA
INCREASED12897+31+32%$21.7K$25.7K+$4.0K2026-10-16
High Note Wealth, LLC
INCREASED121114+7+6%$25.5K$24.3K-$1.2K2026-10-27
Strategic Advocates LLC
INCREASED12057+63+111%$12.7K$24.1K+$11.3K2026-11-03
Key Capital Management, Inc
DECREASED118202-84-42%$45.2K$23.7K-$21.5K2026-11-03
Pathway Financial Advisers, LLC
NEW111—+111——$22.2K—2026-10-27
Duncker Streett & Co Inc
UNCHANGED10910900%$24.4K$21.9K-$2.5K2026-10-27
Ares Financial Consulting, LLC
UNCHANGED10710700%$23.9K$21.5K-$2.5K2026-10-19
Covestor Ltd
INCREASED10683+23+28%$19$21+$22026-10-30
Westside Investment Management, Inc.
UNCHANGED10210200%$22.8K$20.5K-$2.3K2026-11-02
Signature Equity Partners, LLC
INCREASED10138+63+166%$8.4K$20.2K+$11.8K2026-10-29
Abound Wealth Management
INCREASED10184+17+20%$18.7K$20.2K+$1.5K2026-10-26
Financial Management Professionals, Inc.
INCREASED10098+2+2%$21.9K$20.1K-$1.8K2026-10-23
First United Bank & Trust
UNCHANGED10010000%$22.4K$20.1K-$2.3K2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED10010000%$22.4K$20.1K-$2.3K2026-10-16
Bayban
UNCHANGED10010000%$22.4K$22.4K$02026-11-05
Pacific Center for Financial Services
UNCHANGED999900%$22.1K$19.9K-$2.3K2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED808000%$17.9K$16.1K-$1.8K2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED777700%$17.2K$15.5K-$1.8K2026-11-02
Center for Financial Planning, Inc.
UNCHANGED767600%$17.0K$15.3K-$1.7K2026-10-26
Wolff Wiese Magana LLC
UNCHANGED767600%$17.0K$15.3K-$1.7K2026-10-15
Horizon Financial Services, LLC
INCREASED7554+21+39%$12.1K$15.1K+$3.0K2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED757500%$16.8K$15.1K-$1.7K2026-10-28
Atlas Capital Advisors Inc.
UNCHANGED737300%$16.3K$1.2M+$1.2M2026-11-09
Rossby Financial, LCC
UNCHANGED727200%$16.1K$14.5K-$1.6K2026-11-05
Private Wealth Management Group, LLC
UNCHANGED696900%$15.4K$13.9K-$1.6K2026-10-19
West Branch Capital LLC
UNCHANGED696900%$15.4K$13.9K-$1.6K2026-10-20
Bare Financial Services, Inc
INCREASED6459+5+8%$13.2K$12.8K-$3462026-11-04
Financial Consulate, Inc
INCREASED6461+3+5%$13.7K$12.9K-$8012026-10-23
Trust Co
DECREASED63241-178-74%$53.9K$12.7K-$41.3K2026-10-09
Burk Holdings LLC
INCREASED6124+37+154%$5.4K$12.2K+$6.9K2026-11-05
IMG Wealth Management, Inc.
INCREASED5654+2+4%$12.1K$11.2K-$8342026-10-27
Noble Wealth Management PBC
DECREASED5367-14-21%$15.0K$10.6K-$4.3K2026-10-01
Kelleher Financial Advisors
DECREASED5271-19-27%$15.9K$10.4K-$5.4K2026-10-30
Oakworth Capital, Inc.
UNCHANGED525200%$11.6K$10.4K-$1.2K2026-10-26
Pittenger & Anderson Inc
UNCHANGED525200%$11.6K$10.4K-$1.2K2026-11-02
Bangor Savings Bank
UNCHANGED505000%$11.2K$10.0K-$1.1K2026-10-06
Aspect Partners, LLC
DECREASED4950-1-2%$11.2K$9.8K-$1.3K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED494900%$11.0K$9.8K-$1.1K2026-11-03
Compass Financial Management LLC
DECREASED4849-1-2%$11.0K$9.6K-$1.3K2026-10-30
Financial Perspectives, Inc
UNCHANGED464600%$10.2K$9.2K-$1.0K2026-11-03
SouthState Bank Corp
UNCHANGED464600%$10.3K$9.2K-$1.1K2026-11-09
First Command Advisory Services, Inc.
DECREASED4582-37-45%$18.3K$9.0K-$9.3K2026-11-05
Gold Investment Management Ltd.
UNCHANGED454500%$10.1K$9.0K-$1.0K2026-10-19
Darwin Wealth Management, LLC
INCREASED4217+25+147%$3.8K$8.5K+$4.7K2026-11-09
Creative Capital Management Investments LLC
UNCHANGED414100%$9.2K$8.2K-$9392026-10-28
Adirondack Trust Co
UNCHANGED404000%$8.9K$8.0K-$9162026-10-14
Addison Advisors LLC
INCREASED3928+11+39%$6.3K$7.9K+$1.6K2026-11-06
SJS Investment Consulting Inc.
INCREASED3625+11+44%$5.6K$7.3K+$1.6K2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED353500%$7.8K$7.0K-$8012026-10-07
UMB Private Wealth Management, LLC
NEW33—+33——$6.6K—2026-10-19
Clark Wealth Partners
INCREASED3220+12+60%$4.5K$6.4K+$2.0K2026-10-19
NBH Bank
UNCHANGED313100%$6.9K$6.2K-$7092026-11-05
Park Square Financial Group, LLC
UNCHANGED303000%$6.7K$6.0K-$6872026-11-09
Maseco LLP
NEW28—+28——$5.6K—2026-10-27
Fairman Group, LLC
UNCHANGED282800%$6.3K$5.6K-$6412026-10-26
Davis Capital Management
INCREASED2725+2+8%$5.6K$5.4K-$1702026-10-08
Balance Wealth Partners LLC
NEW26—+26——$5.2K—2026-10-27
KFG LLC
NEW25—+25——$5.0K—2026-11-02
Morse Asset Management, Inc
INCREASED2523+2+9%$5.1K$5.0K-$1252026-11-09
Cullen T Bankers, Inc.
INCREASED2423+1+4%$5.3K$4.7K-$5342026-10-28
Gilpin Wealth Management, LLC
INCREASED2312+11+92%$2.7K$4.6K+$1.9K2026-10-09
Archer Investment Corp
INCREASED2322+1+5%$5.0K$4.5K-$4612026-11-05
POM Investment Strategies, LLC
UNCHANGED232300%$5.1K$4.6K-$5272026-10-20
Planning Strategies Inc.
INCREASED2221+1+5%$4.7K$4.4K-$2802026-10-02
Tsfg, LLC
UNCHANGED222200%$5$5$02026-10-23
Clearstead Trust, LLC
NEW20—+20——$4.0K—2026-11-06
Smallwood Wealth Investment Management, LLC
UNCHANGED202000%$4.5K$4.0K-$4582026-10-30
Groesbeck Investment Management Corp
UNCHANGED202000%$4$4$02026-10-26
Country Trust Bank
UNCHANGED202000%$4.5K$4.0K-$4582026-10-30
Tounjian Advisory Partners, LLC
NEW19—+19——$3.8K—2026-11-04
Bfsg, LLC
NEW19—+19——$3.8K—2026-10-30
Hudson Edge Investment Partners Inc.
UNCHANGED191900%$4.2K$3.8K-$4352026-10-28
Retirement Wealth Solutions LLC
DECREASED1723-6-26%$5.1K$3.4K-$1.7K2026-10-07
Costello Asset Management, Inc
UNCHANGED171700%$3.8K$3.4K-$3892026-10-30
Nvwm, LLC
INCREASED1613+3+23%$2.9K$3.2K+$3052026-10-14
American Capital Advisory, LLC
INCREASED1615+1+7%$3.4K$3.2K-$1422026-10-28
GoalVest Advisory LLC
UNCHANGED161600%$3.6K$3.2K-$3662026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED15597-582-97%$133.6K$3.0K-$130.6K2026-10-14
Nemes Rush Group LLC
UNCHANGED151500%$3.4K$3.0K-$3442026-11-04
Independence Bank of Kentucky
UNCHANGED151500%$3.4K$3.0K-$3442026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED151500%$3.4K$3.0K-$3442026-11-02
Main Street Group, LTD
NEW12—+12——$2.5K—2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED1227-15-56%$6.0K$2.4K-$3.6K2026-11-04
Alerus Financial NA
UNCHANGED121200%$2.7K$2.4K-$2752026-11-09
RMG Wealth Management LLC
UNCHANGED111100%$2.4K$2.3K-$1002026-10-26
Mascoma Wealth Management LLC
UNCHANGED111100%$2.5K$2.2K-$2522026-10-23
American National Bank & Trust
DECREASED10104-94-90%$23.3K$2.0K-$21.2K2026-10-07
Quaker Wealth Management, LLC
UNCHANGED101000%$2.2K$2.0K-$2292026-10-22
Washington Trust Advisors, Inc.
UNCHANGED9900%$2.0K$1.8K-$2062026-10-22
Global Trust Asset Management, LLC
NEW8—+8——$1.6K—2026-10-19
Ashurst Perkins Coie Trust Co
NEW8—+8——$1.6K—2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED8800%$1.8K$1.6K-$1832026-11-04
Kingdom Financial Group Llc.
INCREASED71+6+600%$202$1.4K+$1.2K2026-11-04
Tidemark, LLC
INCREASED73+4+133%$671$1.4K+$7342026-11-09
Northstar Asset Management Co
UNCHANGED7700%$1.6K$1.4K-$1702026-10-22
Three Bridge Wealth Advisors, LLC
NEW6—+6——$1.2K—2026-11-05
Security National Bank
NEW6—+6——$1.2K—2026-10-26
Proathlete Wealth Management LLC
NEW6—+6——$1.2K—2026-10-15
William Mack & Associates, Inc.
NEW5—+5——$1.0K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED5500%$1.1K$1.0K-$1142026-10-16
Albion Financial Group
NEW4—+4——$858—2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW4—+4——$803—2026-10-16
Align Financial, LLC
NEW4—+4——$803—2026-10-16
Asset Dedication, LLC
DECREASED36-3-50%$1.3K$603-$7392026-11-03
Mosley Wealth Management
UNCHANGED3300%$671$610-$612026-10-16
Breakwater Investment Management
UNCHANGED3300%$671$603-$682026-10-20
Acumen Wealth Advisors, LLC
NEW2—+2——$402—2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED2200%$447$402-$452026-10-28
3 Factor Indexing, LLC
UNCHANGED2200%$448$402-$462026-10-15
Highland Investment Advisors LLC
UNCHANGED1100%$224$201-$232026-11-09
Redwood Park Advisors LLC
UNCHANGED1100%$224$201-$232026-11-02
Artemis Investment Management LLP
CLOSED0322,889-322,889-100%$72.2M$0-$72.2M2026-10-08
Wellington Shields Capital Management, LLC
CLOSED013,465-13,465-100%$3.0M$0-$3.0M2026-11-03
Arbor Capital Management Inc
CLOSED09,140-9,140-100%$2.1M$0-$2.1M2026-10-21
IPG Investment Advisors LLC
CLOSED08,509-8,509-100%$1.9M$0-$1.9M2026-10-30
Wellington Shields & Co., LLC
CLOSED06,224-6,224-100%$1.4M$0-$1.4M2026-11-03
Axxcess Wealth Management, LLC
CLOSED06,216-6,216-100%$1.4M$0-$1.4M2026-10-21
Wesbanco Bank Inc
CLOSED02,076-2,076-100%$464.3K$0-$464.3K2026-11-04
Phocas Financial Corp.
CLOSED01,891-1,891-100%$422.9K$0-$422.9K2026-11-09
Convergence Financial, LLC
CLOSED01,442-1,442-100%$322.5K$0-$322.5K2026-10-27
4Wealth Advisors, Inc.
CLOSED01,411-1,411-100%$321.1K$0-$321.1K2026-10-13
Accuvest Global Advisors
CLOSED01,352-1,352-100%$302.0K$0-$302.0K2026-11-04
Laurel OAK Wealth Management, LLC
CLOSED01,236-1,236-100%$276.4K$0-$276.4K2026-10-19
Morningstar Investment Management LLC
CLOSED01,205-1,205-100%$224.8K$0-$224.8K2026-11-09
Rasp Wealth Solutions, LLC
CLOSED01,192-1,192-100%$266.6K$0-$266.6K2026-11-06
Cypress Point Wealth Management, LLC
CLOSED01,190-1,190-100%$266.1K$0-$266.1K2026-11-03
Angeles Wealth Management, LLC
CLOSED01,064-1,064-100%$238.0K$0-$238.0K2026-10-26
Balboa Wealth Partners
CLOSED01,059-1,059-100%$236.8K$0-$236.8K2026-10-20
Ejmk Ventures LLC
CLOSED01,040-1,040-100%$232.6K$0-$232.6K2026-10-21
Avior Wealth Management, LLC
CLOSED01,028-1,028-100%$229.9K$0-$229.9K2026-10-13
Barings LLC
CLOSED01,007-1,007-100%$225.2K$0-$225.2K2026-10-22
Traynor Capital Management, Inc.
CLOSED01,003-1,003-100%$224.4K$0-$224.4K2026-10-29
Whitener Capital Management, Inc.
CLOSED0975-975-100%$218.1K$0-$218.1K2026-10-15
Carnegie Investment Counsel
CLOSED0969-969-100%$216.7K$0-$216.7K2026-10-20
Aerodigm Wealth, LLC
CLOSED0966-966-100%$216.1K$0-$216.1K2026-10-16
Ferguson Wellman Capital Management, Inc
CLOSED0966-966-100%$216.0K$0-$216.0K2026-10-05
Income Insurance Ltd
CLOSED0960-960-100%$214.7K$0-$214.7K2026-10-21
Americana Partners, LLC
CLOSED0957-957-100%$214.0K$0-$214.0K2026-10-28
Clifford Swan Investment Counsel LLC
CLOSED0954-954-100%$213.4K$0-$213.4K2026-11-05
Northwest Wealth Management, LLC
CLOSED0946-946-100%$211.6K$0-$211.6K2026-10-30
Storen Legacy Partners, LLC
CLOSED0942-942-100%$210.6K$0-$210.6K2026-11-09
Sanchez Wealth Management Group
CLOSED0933-933-100%$208.7K$0-$208.7K2026-11-02
First Business Financial Services, Inc.
CLOSED0931-931-100%$208.2K$0-$208.2K2026-10-29
Symphony Financial, Ltd. Co.
CLOSED0925-925-100%$207.0K$0-$207.0K2026-10-22
Annis Gardner Whiting Capital Advisors, LLC
CLOSED0923-923-100%$206.4K$0-$206.4K2026-11-09
Level Four Advisory Services, LLC
CLOSED0922-922-100%$206.2K$0-$206.2K2026-11-06
Citizens Financial Group Inc
CLOSED0921-921-100%$205.9K$0-$205.9K2026-10-23
Foster Group, Inc.
CLOSED0919-919-100%$205.5K$0-$205.5K2026-10-13
Enterprise Financial Services Corp
CLOSED0905-905-100%$202.4K$0-$202.4K2026-11-03
Aviance Capital Partners, LLC
CLOSED0900-900-100%$201.3K$0-$201.3K2026-10-29
Muzinich & Co., Inc.
CLOSED0843-843-100%$188.5K$0-$188.5K2026-10-22
NBT Bank, N.A.
CLOSED0544-544-100%$121.7K$0-$121.7K2026-10-21
AdvisorNet Financial, Inc
CLOSED0173-173-100%$38.7K$0-$38.7K2026-10-15
Barnes Dennig Private Wealth Management LLC
CLOSED0140-140-100%$31.3K$0-$31.3K2026-10-30
Cornerstone Planning Group LLC
CLOSED0127-127-100%$28.8K$0-$28.8K2026-10-16
LifeSteps Financial, Inc.
CLOSED0111-111-100%$24.8K$0-$24.8K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED080-80-100%$17.8K$0-$17.8K2026-10-29
Park Place Capital Corp
CLOSED079-79-100%$17.7K$0-$17.7K2026-11-09
Institute for Wealth Management, Llc.
CLOSED060-60-100%$13.4K$0-$13.4K2026-11-06
Trifecta Capital Advisors, LLC
CLOSED011-11-100%$2.5K$0-$2.5K2026-10-21
Strengthening Families & Communities, LLC
CLOSED04-4-100%$895$0-$8952026-10-21
Cassaday & Co Wealth Management LLC
CLOSED03-3-100%$671$0-$6712026-10-27
Evolution Advisers, Inc.
CLOSED03-3-100%$0$0$02026-11-06
Downshift Financial, LLC
CLOSED02-2-100%$447$0-$4472026-10-13
Stone House Investment Management, LLC
CLOSED02-2-100%$447$0-$4472026-10-23
Oslo Pensjonsforsikring AS
DECREASED0536-536-100%$119.9K$0-$119.9K2026-10-15
BlackRock, Inc.
N/A—37,269,192-37,269,192-100%$8.3B———
Vanguard Portfolio Management LLC
N/A—27,878,674-27,878,674-100%$6.2B———
Vanguard Capital Management LLC
N/A—20,632,222-20,632,222-100%$4.6B———
State Street Corp
N/A—20,356,570-20,356,570-100%$4.6B———
Capital World Investors
N/A—10,524,034-10,524,034-100%$2.4B———
Wellington Management Group LLP
N/A—9,390,325-9,390,325-100%$2.1B———
Bank of America Corp
N/A—8,248,498-8,248,498-100%$1.8B———
Cohen & Steers, Inc.
N/A—5,870,615-5,870,615-100%$1.3B———
Morgan Stanley
N/A—5,566,600-5,566,600-100%$1.2B———
FMR LLC
N/A—5,561,360-5,561,360-100%$1.2B———
Northern Trust Corp
N/A—5,073,232-5,073,232-100%$1.1B———
Charles Schwab Investment Management Inc
N/A—4,525,891-4,525,891-100%$1.0B———
Norges Bank
N/A—4,293,287-4,293,287-100%$960.2M———
JPMorgan Chase & Co
N/A—4,276,720-4,276,720-100%$973.2M———
Price T Rowe Associates Inc
N/A—4,114,943-4,114,943-100%$920.3M———
UBS Asset Management Americas LLC
N/A—3,604,590-3,604,590-100%$806.2M———
Invesco Ltd.
N/A—3,544,285-3,544,285-100%$792.7M———
Legal & General Group Plc
N/A—3,505,359-3,505,359-100%$784.0M———
Goldman Sachs Group Inc
N/A—3,087,753-3,087,753-100%$690.6M———
Nuveen, LLC
N/A—2,864,885-2,864,885-100%$640.7M———
Boston Partners
N/A—2,372,645-2,372,645-100%$530.6M———
Canada Pension Plan Investment Board
N/A—2,189,345-2,189,345-100%$489.6M———
Royal Bank of Canada
N/A—2,090,957-2,090,957-100%$467.6M———
Vanguard Fiduciary Trust Co
N/A—1,848,903-1,848,903-100%$413.5M———
Centersquare Investment Management LLC
N/A—1,606,504-1,606,504-100%$359.3M———
Prudential Financial Inc
N/A—1,436,745-1,436,745-100%$321.3M———
HSBC Holdings PLC
N/A—1,393,927-1,393,927-100%$312.0M———
UBS Group AG
N/A—1,380,583-1,380,583-100%$308.8M———
Ameriprise Financial Inc
N/A—1,364,286-1,364,286-100%$304.7M———
Resolution Capital Ltd
N/A—1,310,049-1,310,049-100%$293.0M———
National Pension Service
N/A—1,223,015-1,223,015-100%$273.5M———
Allianz Asset Management GmbH
N/A—1,176,483-1,176,483-100%$263.1M———
HighTower Advisors, LLC
N/A—1,021,493-1,021,493-100%$228.5M———
Capital Research Global Investors
N/A—989,525-989,525-100%$221.3M———
Canada Life Assurance Co
N/A—948,914-948,914-100%$212.1M———
California Public Employees Retirement System
N/A—929,555-929,555-100%$207.9M———
Massachusetts Financial Services Co
N/A—923,713-923,713-100%$221.0M———
Swiss National Bank
N/A—916,227-916,227-100%$204.9M———
APG Asset Management US Inc.
N/A—892,987-892,987-100%$199.1M———
Schroder Investment Management Group
N/A—777,870-777,870-100%$174.0M———
Alliancebernstein L.P.
N/A—737,685-737,685-100%$137.6M———
Vanguard Global Advisers, LLC
N/A—698,331-698,331-100%$156.2M———
Rhumbline Advisers
N/A—681,441-681,441-100%$152.4M———
Wells Fargo & Company
N/A—671,618-671,618-100%$150.2M———
Caisse de Depot ET Placement DU Quebec
N/A—643,630-643,630-100%$143.9M———
Nomura Asset Management Co LTD
N/A—642,294-642,294-100%$143.6M———
Panagora Asset Management Inc
N/A—634,837-634,837-100%$142.0M———
Vanguard Asset Management, Ltd
N/A—633,667-633,667-100%$141.7M———
Raymond James Financial Inc
N/A—622,818-622,818-100%$139.3M———
SEI Investments Co
N/A—616,642-616,642-100%$137.9M———
Lasalle Investment Management Securities LLC
N/A—557,363-557,363-100%$124.7M———
BNP Paribas Financial Markets
N/A—554,973-554,973-100%$124.1M———
Victory Capital Management Inc
N/A—550,246-550,246-100%$123.1M———
Cbre Investment Management Listed Real Assets LLC
N/A—546,521-546,521-100%$122.2M———
American Century Companies Inc
N/A—531,784-531,784-100%$118.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—494,362-494,362-100%$110.4M———
Arrowstreet Capital, Limited Partnership
N/A—491,044-491,044-100%$109.8M———
Franklin Resources Inc
N/A—481,999-481,999-100%$107.8M———
Public Employees Retirement System of Ohio
N/A—476,989-476,989-100%$106.7M———
California State Teachers Retirement System
N/A—470,733-470,733-100%$105.3M———
Jupiter Topco LLC
N/A—462,314-462,314-100%$103.4M———
1832 Asset Management L.P.
N/A—446,547-446,547-100%$99.9M———
Nomura Asset Management International Inc.
N/A—438,173-438,173-100%$98.0M———
Bbfit Investments PTE LTD
N/A—432,500-432,500-100%$96.7M———
Adelante Capital Management LLC
N/A—417,092-417,092-100%$93.3M———
Capital Advisors Inc
N/A—412,689-412,689-100%$92.3M———
Marshall Wace, LLP
N/A—399,615-399,615-100%$89.4M———
Two Sigma Investments, LP
N/A—393,451-393,451-100%$88.0M———
Neuberger Berman Group LLC
N/A—392,050-392,050-100%$87.7M———
AQR Capital Management LLC
N/A—381,645-381,645-100%$85.4M———
Vanguard Investments Australia, Ltd.
N/A—377,431-377,431-100%$84.4M———
BNP Paribas Asset Management Holding S.A.
N/A—357,013-357,013-100%$79.8M———
Stifel Financial Corp
N/A—350,916-350,916-100%$78.5M———
Treasurer of the State of North Carolina
N/A—350,233-350,233-100%$78.3M———
Ensign Peak Advisors, Inc
N/A—342,012-342,012-100%$76.5M———
Envestnet Asset Management Inc
N/A—337,371-337,371-100%$75.5M———
Worldquant Millennium Advisors LLC
N/A—335,344-335,344-100%$75.0M———
FIL Ltd
N/A—332,994-332,994-100%$74.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—329,438-329,438-100%$73.7M———
Credit Agricole S A
N/A—326,215-326,215-100%$73.0M———
Storebrand Asset Management AS
N/A—322,010-322,010-100%$72.0M———
Macquarie Group LTD
N/A—311,688-311,688-100%$69.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—298,941-298,941-100%$66.9M———
Quantinno Capital Management LP
N/A—283,518-283,518-100%$63.4M———
Heitman Real Estate Securities LLC
N/A—282,610-282,610-100%$63.2M———
State of Tennessee, Department of Treasury
N/A—278,514-278,514-100%$62.3M———
State Board of Administration of Florida Retirement System
N/A—272,803-272,803-100%$61.0M———
Natixis Advisors, LLC
N/A—272,375-272,375-100%$60.9M———
Aviva PLC
N/A—270,564-270,564-100%$60.5M———
Clark Capital Management Group, Inc.
N/A—256,476-256,476-100%$57.4M———
Manufacturers Life Insurance Company, the
N/A—248,541-248,541-100%$55.6M———
Pggm Investments
N/A—234,295-234,295-100%$52.4M———
APG Asset Management N.V.
N/A—230,035-230,035-100%$45.0M———
Adage Capital Partners GP, L.L.C.
N/A—219,063-219,063-100%$49.0M———
Land & Buildings Investment Management, LLCA
N/A—216,348-216,348-100%$48.4M———
Royal London Asset Management LTD
N/A—211,096-211,096-100%$47.2M———
Janney Montgomery Scott LLC
N/A—208,839-208,839-100%$46.7M———
Van Eck Associates Corp
N/A—204,842-204,842-100%$45.8M———
KLP Kapitalforvaltning AS
N/A—201,842-201,842-100%$45.1M———
New York State Common Retirement Fund
N/A—200,363-200,363-100%$44.8M———
Voya Investment Management LLC
N/A—197,204-197,204-100%$44.1M———
Teacher Retirement System of Texas
N/A—195,278-195,278-100%$43.7M———
First Trust Advisors LP
N/A—194,205-194,205-100%$43.4M———
Resona Asset Management Co.,Ltd.
N/A—191,723-191,723-100%$43.5M———
Millennium Management LLC
N/A—180,592-180,592-100%$40.4M———
State of Wisconsin Investment Board
N/A—172,954-172,954-100%$38.7M———
Apollo Management Holdings, L.P.
N/A—169,000-169,000-100%$37.8M———
Uniplan Investment Counsel, Inc.
N/A—165,555-165,555-100%$37.0M———
TD Asset Management Inc
N/A—165,057-165,057-100%$36.9M———
Bamco Inc
N/A—163,566-163,566-100%$36.6M———
Focus Partners Wealth
N/A—161,748-161,748-100%$36.2M———
Chevy Chase Trust Holdings, LLC
N/A—156,781-156,781-100%$35.1M———
Toronto Dominion Bank
N/A—156,362-156,362-100%$35.0M———
Meeder Asset Management Inc
N/A—149,386-149,386-100%$33.4M———
Citadel Advisors LLC
N/A—149,374-149,374-100%$33.4M———
Tredje Ap-fonden
N/A—139,859-139,859-100%$31.3M———
Rockefeller Capital Management L.P.
N/A—136,475-136,475-100%$30.5M———
Korea Investment Corp
N/A—135,636-135,636-100%$30.3M———
CIBC World Market Inc.
N/A—127,350-127,350-100%$28.5M———
Metis Global Partners, LLC
N/A—123,692-123,692-100%$27.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—122,822-122,822-100%$27.5M———
CIBC Bancorp USA Inc.
N/A—120,192-120,192-100%$26.9M———
SG Americas Securities, LLC
N/A—116,836-116,836-100%$26.1M———
Jones Financial Companies Lllp
N/A—115,456-115,456-100%$26.1M———
CSM Advisors, LLC
N/A—109,192-109,192-100%$24.4M———
Gotham Asset Management, LLC
N/A—108,355-108,355-100%$24.2M———
Mercer Global Advisors Inc
N/A—104,674-104,674-100%$23.4M———
MetLife Investment Management, LLC
N/A—95,802-95,802-100%$21.4M———
Nissay Asset Management Corp N
N/A—94,522-94,522-100%$21.1M———
National Bank of Canada
N/A—93,697-93,697-100%$21.0M———
Public Sector Pension Investment Board
N/A—92,588-92,588-100%$20.7M———
LGT Group Foundation
N/A—89,562-89,562-100%$20.0M———
O'shaughnessy Asset Management, LLC
N/A—88,924-88,924-100%$19.9M———
Empowered Funds, LLC
N/A—88,615-88,615-100%$19.8M———
MML Investors Services, LLC
N/A—85,095-85,095-100%$19.0M———
Glenmede Trust Co NA
N/A—83,657-83,657-100%$18.7M———
D. E. Shaw & Co., Inc.
N/A—83,220-83,220-100%$18.6M———
Capital International, Inc.
N/A—82,243-82,243-100%$18.4M———
Andra Ap-fonden
N/A—81,662-81,662-100%$18.3M———
Varma Mutual Pension Insurance Co
N/A—81,349-81,349-100%$18.2M———
Zurich Insurance Group Ltd
N/A—76,322-76,322-100%$17.1M———
Pinebridge Investments LLC
N/A—75,844-75,844-100%$17.0M———
Federation des caisses Desjardins du Quebec
N/A—74,943-74,943-100%$16.8M———
DnB Asset Management AS
N/A—74,435-74,435-100%$16.6M———
USS Investment Management Ltd
N/A—71,751-71,751-100%$16.1M———
Cetera Investment Advisers
N/A—71,444-71,444-100%$16.0M———
Vestcor Inc
N/A—70,107-70,107-100%$15.7M———
Biondo Investment Advisors, LLC
N/A—70,055-70,055-100%$15.7M———
Huntington National Bank
N/A—69,733-69,733-100%$15.6M———
Banco Santander, S.A.
N/A—69,035-69,035-100%$15.4M———
Independent Advisor Alliance
N/A—68,672-68,672-100%$15.4M———
Osaic Holdings, Inc.
N/A—66,136-66,136-100%$14.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—58,274-58,274-100%$13.0M———
Oversea-Chinese Banking Corp Ltd
N/A—57,597-57,597-100%$12.9M———
Edgestream Partners, L.P.
N/A—56,724-56,724-100%$12.7M———
M&T Bank Corp
N/A—55,897-55,897-100%$12.5M———
Vanguard Personalized Indexing Management, LLC
N/A—54,950-54,950-100%$12.3M———
&partners
N/A—53,446-53,446-100%$12.0M———
New Age Alpha Advisors, LLC
N/A—52,528-52,528-100%$11.7M———
Erste Asset Management GmbH
N/A—50,487-50,487-100%$11.5M———
QRG Capital Management, Inc.
N/A—50,462-50,462-100%$11.3M———
Allianz SE
N/A—50,289-50,289-100%$11.2M———
GSI Capital Advisors LLC
N/A—50,181-50,181-100%$11.2M———
Davis Selected Advisers
N/A—49,318-49,318-100%$11.0M———
Nicholas Investment Partners, LP
N/A—49,290-49,290-100%$11.0M———
British Columbia Investment Management Corp
N/A—48,722-48,722-100%$10.9M———
Utah Retirement Systems
N/A—48,526-48,526-100%$10.9M———
Bogart Wealth, LLC
N/A—47,489-47,489-100%$10.6M———
Cerity Partners LLC
N/A—46,135-46,135-100%$10.3M———
Pathstone Holdings, LLC
N/A—45,942-45,942-100%$10.3M———
Allstate Corp
N/A—45,410-45,410-100%$10.2M———
Nomura Holdings Inc
N/A—44,750-44,750-100%$10.0M———
Tidal Investments LLC
N/A—44,563-44,563-100%$10.0M———
LGT Fund Management Co Ltd.
N/A—43,863-43,863-100%$9.8M———
L & S Advisors Inc
N/A—43,268-43,268-100%$9.7M———
Loomis Sayles & Co L P
N/A—42,831-42,831-100%$9.6M———
Beacon Pointe Advisors, LLC
N/A—42,639-42,639-100%$9.5M———
Bank of Nova Scotia
N/A—42,586-42,586-100%$9.5M———
Verition Fund Management LLC
N/A—42,578-42,578-100%$9.5M———
Public Employees Retirement Association of Colorado
N/A—39,978-39,978-100%$8.9M———
Prudential PLC
N/A—39,161-39,161-100%$8.8M———
CreativeOne Wealth, LLC
N/A—37,883-37,883-100%$8.5M———
Winslow Asset Management Inc
N/A—37,634-37,634-100%$8.4M———
NewEdge Advisors, LLC
N/A—36,812-36,812-100%$8.2M———
Northwestern Mutual Wealth Management Co
N/A—36,671-36,671-100%$8.2M———
Westpac Banking Corp
N/A—36,666-36,666-100%$8.2M———
Rafferty Asset Management, LLC
N/A—36,523-36,523-100%$8.2M———
Elo Mutual Pension Insurance Co
N/A—36,216-36,216-100%$8.1M———
MAI Capital Management
N/A—36,103-36,103-100%$8.1M———
Sanctuary Advisors, LLC
N/A—34,761-34,761-100%$7.8M———
Norinchukin Bank, The
N/A—34,503-34,503-100%$7.7M———
Prana Capital Management, LP
N/A—34,270-34,270-100%$7.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—34,013-34,013-100%$7.6M———
Naviter Wealth, LLC
N/A—33,283-33,283-100%$7.4M———
Fred Alger Management, LLC
N/A—33,013-33,013-100%$7.6M———
Investment Management Corp of Ontario
N/A—32,948-32,948-100%$7.4M———
Brown Advisory Inc
N/A—31,614-31,614-100%$7.1M———
Lighthouse Investment Partners, LLC
N/A—31,195-31,195-100%$7.0M———
Waterloo Capital, L.P.
N/A—30,885-30,885-100%$6.9M———
LOS Angeles Capital Management LLC
N/A—30,369-30,369-100%$6.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—30,303-30,303-100%$6.8M———
Edgar Lomax Co
N/A—30,265-30,265-100%$6.8M———
Baird Financial Group, Inc.
N/A—30,096-30,096-100%$6.7M———
Susquehanna Portfolio Strategies, LLC
N/A—29,688-29,688-100%$6.6M———
Summit Trail Advisors, LLC
N/A—29,339-29,339-100%$6.6M———
Riverview Capital Advisers, LLC
N/A—28,555-28,555-100%$6.4M———
Susquehanna International Group, LLP
N/A—28,430-28,430-100%$6.4M———
Truvestments Capital LLC
N/A—27,655-27,655-100%$6.2M———
Advisory Services Network, LLC
N/A—27,383-27,383-100%$6.1M———
Groupe la Francaise
N/A—27,311-27,311-100%$6.1M———
CI Investments Inc.
N/A—27,122-27,122-100%$6.1M———
Hamilton Capital Partners Inc.
N/A—26,893-26,893-100%$6.0M———
Lazard Asset Management LLC
N/A—26,823-26,823-100%$6.0M———
Captrust Financial Advisors
N/A—26,663-26,663-100%$6.0M———
Pacer Advisors, Inc.
N/A—25,557-25,557-100%$5.7M———
Easterly Investment Partners LLC
N/A—25,144-25,144-100%$5.6M———
Private Advisor Group, LLC
N/A—24,932-24,932-100%$5.6M———
Horizon Investments, LLC
N/A—24,731-24,731-100%$5.5M———
Commerce Bank
N/A—24,420-24,420-100%$5.5M———
Teachers Retirement System of the State of Kentucky
N/A—24,010-24,010-100%$5.4M———
Vident Advisory, LLC
N/A—23,699-23,699-100%$5.3M———
RWA Wealth Partners, LLC
N/A—23,228-23,228-100%$5.2M———
Fiduciary Group, LLC
N/A—22,977-22,977-100%$5.1M———
Saudi Central Bank
N/A—22,739-22,739-100%$5.1M———
Omers Administration Corp
N/A—22,686-22,686-100%$5.1M———
SAM Advisors, LLC
N/A—22,371-22,371-100%$5.0M———
Steward Partners Investment Advisory, LLC
N/A—21,963-21,963-100%$4.9M———
MidFirst Bank
N/A—20,529-20,529-100%$4.6M———
Kentucky Retirement Systems
N/A—20,453-20,453-100%$4.6M———
Benson Wealth Management Inc
N/A—20,448-20,448-100%$4.6M———
Peapack Gladstone Financial Corp
N/A—19,727-19,727-100%$4.4M———
Federated Hermes, Inc.
N/A—19,217-19,217-100%$4.3M———
Blair William & Co
N/A—18,882-18,882-100%$4.2M———
Modern Wealth Management, LLC
N/A—18,640-18,640-100%$4.2M———
Quadrature Capital Ltd
N/A—18,601-18,601-100%$4.2M———
Woodline Partners LP
N/A—18,496-18,496-100%$4.1M———
Equitable Holdings, Inc.
N/A—17,874-17,874-100%$4.0M———
New Insight Wealth Advisors
N/A—16,025-16,025-100%$3.6M———
Slagle Financial, LLC
N/A—15,690-15,690-100%$3.5M———
Summit Financial, LLC
N/A—15,554-15,554-100%$3.5M———
Alpine Woods Capital Investors, LLC
N/A—15,515-15,515-100%$3.5M———
Daiichi Life Insurance Co., Ltd.
N/A—15,401-15,401-100%$3.4M———
GeoWealth Management, LLC
N/A—15,222-15,222-100%$3.4M———
Man Group plc
N/A—15,116-15,116-100%$3.4M———
Whittier Trust Co
N/A—15,038-15,038-100%$3.4M———
Cresset Asset Management, LLC
N/A—14,867-14,867-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—14,835-14,835-100%$3.3M———
United Capital Financial Advisors, LLC
N/A—14,809-14,809-100%$3.3M———
Caprock Group, LLC
N/A—14,559-14,559-100%$3.3M———
Guggenheim Capital LLC
N/A—14,506-14,506-100%$3.2M———
Stamos Capital Partners, L.P.
N/A—14,332-14,332-100%$3.2M———
Tocqueville Asset Management L.P.
N/A—14,314-14,314-100%$3.2M———
Composition Wealth, LLC
N/A—14,271-14,271-100%$3.2M———
Vestmark Advisory Solutions, Inc.
N/A—14,225-14,225-100%$3.2M———
Walleye Trading LLC
N/A—13,868-13,868-100%$3.1M———
Foundations Investment Advisors, LLC
N/A—13,745-13,745-100%$3.1M———
DoubleLine ETF Adviser LP
N/A—13,659-13,659-100%$3.1M———
Cunning Capital Partners, LP
N/A—13,189-13,189-100%$3.0M———
CIM, LLC
N/A—12,949-12,949-100%$2.9M———
Evolve Private Wealth, LLC
N/A—12,750-12,750-100%$2.9M———
Mufg Securities Emea plc
N/A—12,693-12,693-100%$2.8M———
Landscape Capital Management, L.L.C.
N/A—12,676-12,676-100%$2.8M———
Tower Bridge Advisors
N/A—12,670-12,670-100%$2.8M———
CCM Investment Advisers LLC
N/A—12,120-12,120-100%$2.7M———
Pasadena Private Wealth, LLC
N/A—12,082-12,082-100%$2.7M———
TCW Group Inc
N/A—11,952-11,952-100%$2.7M———
Bcgm Wealth Management, LLC
N/A—11,889-11,889-100%$2.7M———
Sequoia Financial Advisors, LLC
N/A—11,752-11,752-100%$2.6M———
Callan Family Office, LLC
N/A—11,434-11,434-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—11,148-11,148-100%$2.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—10,398-10,398-100%$2.3M———
Brown Brothers Harriman & Co
N/A—10,346-10,346-100%$2.3M———
Meeder Advisory Services, Inc.
N/A—10,296-10,296-100%$2.3M———
DRW Securities, LLC
N/A—10,240-10,240-100%$2.3M———
Cascade Financial Partners, LLC
N/A—10,079-10,079-100%$2.3M———
Cullen Capital Management, LLC
N/A—9,821-9,821-100%$2.2M———
Mufg Securities Americas Inc.
N/A—9,767-9,767-100%$2.2M———
B&I Capital AG
N/A—9,445-9,445-100%$2.1M———
Syon Capital LLC
N/A—9,336-9,336-100%$2.1M———
Jaffetilchin Investment Partners, LLC
N/A—9,202-9,202-100%$2.1M———
Ossiam
N/A—9,184-9,184-100%$2.1M———
Virtus Investment Advisers, LLC
N/A—8,956-8,956-100%$2.0M———
Cary Street Partners Financial LLC
N/A—8,743-8,743-100%$2.0M———
Global Retirement Partners, LLC
N/A—8,728-8,728-100%$2.0M———
Affinity Investment Advisors, LLC
N/A—8,719-8,719-100%$2.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—8,488-8,488-100%$1.9M———
Stance Capital LLC
N/A—8,248-8,248-100%$1.8M———
Family Manage LLC
N/A—8,215-8,215-100%$1.8M———
Parallax Volatility Advisers, L.P.
N/A—8,150-8,150-100%$1.8M———
Frec Markets, Inc.
N/A—8,031-8,031-100%$1.8M———
Siemens Fonds Invest GmbH
N/A—8,022-8,022-100%$1.8M———
Arax Advisory Partners
N/A—8,010-8,010-100%$1.8M———
Bramshill Investments, LLC
N/A—7,631-7,631-100%$1.7M———
Capital International Sarl
N/A—7,431-7,431-100%$1.7M———
Balyasny Asset Management L.P.
N/A—7,356-7,356-100%$1.6M———
Chesapeake Asset Management LLC
N/A—7,200-7,200-100%$504.0K———
CacheTech Inc.
N/A—7,178-7,178-100%$1.6M———
Waverly Advisors, LLC
N/A—7,132-7,132-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—6,970-6,970-100%$1.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—6,815-6,815-100%$1.5M———
Knollwood Investment Advisory, LLC
N/A—6,650-6,650-100%$1.5M———
Principal Securities, Inc.
N/A—6,642-6,642-100%$1.5M———
Commerzbank Aktiengesellschaft
N/A—6,601-6,601-100%$1.5M———
NewEdge Wealth, LLC
N/A—6,562-6,562-100%$1.5M———
SUN Life Financial Inc
N/A—6,535-6,535-100%$1.5M———
Arkadios Wealth Advisors
N/A—6,341-6,341-100%$1.4M———
Qtron Investments LLC
N/A—6,296-6,296-100%$1.4M———
Renaissance Group LLC
N/A—6,262-6,262-100%$1.4M———
one8zero8, LLC
N/A—6,224-6,224-100%$1.4M———
Secured Retirement Advisors, LLC
N/A—6,084-6,084-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—5,995-5,995-100%$1.3M———
Stevens Capital Management LP
N/A—5,877-5,877-100%$1.3M———
Marshall Financial Group, LLC
N/A—5,769-5,769-100%$1.3M———
AE Wealth Management LLC
N/A—5,670-5,670-100%$1.3M———
Coppell Advisory Solutions LLC
N/A—5,603-5,603-100%$677.6K———
Lombard Odier Asset Management (Switzerland) SA
N/A—5,596-5,596-100%$1.3M———
Benjamin Edwards Inc
N/A—5,579-5,579-100%$1.2M———
Gabelli Funds LLC
N/A—5,250-5,250-100%$1.2M———
Quantum Portfolio Management LLC
N/A—5,120-5,120-100%$1.1M———
Schonfeld Strategic Advisors LLC
N/A—5,015-5,015-100%$1.1M———
Snowden Capital Advisors LLC
N/A—5,009-5,009-100%$1.1M———
Ballentine Partners, LLC
N/A—4,986-4,986-100%$1.1M———
Smartleaf Asset Management LLC
N/A—4,974-4,974-100%$1.1M———
Harvest Portfolios Group Inc.
N/A—4,811-4,811-100%$1.1M———
Clough Capital Partners L P
N/A—4,800-4,800-100%$1.1M———
World Investment Advisors
N/A—4,789-4,789-100%$906.3K———
Checchi Capital Advisers, LLC
N/A—4,720-4,720-100%$1.1M———
Ellevest, Inc.
N/A—4,686-4,686-100%$1.0M———
Veridan Wealth LLC
N/A—4,664-4,664-100%$1.0M———
Sargent Investment Group, LLC
N/A—4,628-4,628-100%$1.0M———
Bradley Foster & Sargent Inc
N/A—4,579-4,579-100%$1.0M———
Savvy Advisors, Inc.
N/A—4,558-4,558-100%$1.0M———
Regal Investment Advisors LLC
N/A—4,531-4,531-100%$1.0M———
BTG Pactual Asset Management US LLC
N/A—4,370-4,370-100%$977.4K———
Monetary Management Group Inc
N/A—4,325-4,325-100%$967.3K———
FOX RUN Management, L.L.C.
N/A—4,252-4,252-100%$951.0K———
Inspire Advisors, LLC
N/A—4,211-4,211-100%$941.2K———
Insigneo Advisory Services, LLC
N/A—4,207-4,207-100%$941.0K———
Advisors Capital Management, LLC
N/A—4,201-4,201-100%$939.8K———
Fairtree Asset Management (Pty) Ltd
N/A—4,134-4,134-100%$924.6K———
Dorsey & Whitney Trust Co LLC
N/A—4,086-4,086-100%$913.8K———
Alteri Wealth LLC
N/A—4,001-4,001-100%$894.9K———
Sumitomo Life Insurance Co
N/A—3,997-3,997-100%$893.9K———
Beacon Investment Advisors LLC
N/A—3,976-3,976-100%$889.2K———
Adams Wealth Management
N/A—3,811-3,811-100%$852.3K———
Tobias Financial Advisors, Inc.
N/A—3,811-3,811-100%$852.3K———
Two Sigma Securities, LLC
N/A—3,756-3,756-100%$840.0K———
Meiji Yasuda Asset Management Co Ltd.
N/A—3,728-3,728-100%$833.8K———
GTS Securities LLC
N/A—3,726-3,726-100%$833.3K———
Sound View Wealth Advisors Group, LLC
N/A—3,694-3,694-100%$826.2K———
Employees Retirement System of Texas
N/A—3,657-3,657-100%$818.0K———
GWN Securities Inc.
N/A—3,628-3,628-100%$811.5K———
Bearing Point Capital, LLC
N/A—3,622-3,622-100%$810.1K———
Advisors Asset Management, Inc.
N/A—3,610-3,610-100%$807.4K———
Rothschild Investment LLC
N/A—3,562-3,562-100%$796.7K———
Schulhoff & Co Inc
N/A—3,531-3,531-100%$789.7K———
L2 Asset Management, LLC
N/A—3,508-3,508-100%$784.7K———
PCM Encore, LLC
N/A—3,500-3,500-100%$782.7K———
Proficio Capital Partners LLC
N/A—3,483-3,483-100%$779.0K———
JDM Financial Group LLC
N/A—3,370-3,370-100%$753.6K———
BFC Planning, Inc.
N/A—3,333-3,333-100%$745.4K———
Rexford Capital Inc
N/A—3,280-3,280-100%$733.6K———
Saturna Capital Corp
N/A—3,250-3,250-100%$745.5K———
WealthTrust Axiom LLC
N/A—3,200-3,200-100%$715.7K———
Ameritas Investment Partners, Inc.
N/A—3,195-3,195-100%$714.6K———
Townsquare Capital LLC
N/A—3,152-3,152-100%$704.9K———
Mutual Advisors, LLC
N/A—3,130-3,130-100%$700.0K———
First Dallas Securities Inc.
N/A—3,100-3,100-100%$693.3K———
Index Technologies Group LLC
N/A—3,081-3,081-100%$689.1K———
Stratos Wealth Partners, Ltd.
N/A—3,023-3,023-100%$676.2K———
Brookfield Corp
N/A—3,002-3,002-100%$671.4K———
Pallas Capital Advisors LLC
N/A—2,960-2,960-100%$661.9K———
Rehmann Capital Advisory Group
N/A—2,940-2,940-100%$657.6K———
IHT Wealth Management, LLC
N/A—2,857-2,857-100%$638.9K———
Element Wealth, LLC
N/A—2,839-2,839-100%$635.1K———
Oxford Financial Group, Ltd. LLC
N/A—2,838-2,838-100%$634.6K———
Magnolia Capital Advisors LLC
N/A—2,813-2,813-100%$629.2K———
Pinnacle Financial Partners, Inc.
N/A—2,770-2,770-100%$619.7K———
OneDigital Investment Advisors LLC
N/A—2,710-2,710-100%$606.1K———
American Investment Services, Inc.
N/A—2,656-2,656-100%$594.0K———
Xcelsior Advisor Partners LLC
N/A—2,606-2,606-100%$582.7K———
Kovack Advisors, Inc.
N/A—2,563-2,563-100%$571.8K———
Weiss Asset Management LP
N/A—2,554-2,554-100%$571.2K———
Financial Sense Advisors, Inc.
N/A—2,525-2,525-100%$564.7K———
Fidelis Capital Partners, LLC
N/A—2,525-2,525-100%$564.7K———
Tradition Wealth Management, LLC
N/A—2,419-2,419-100%$541.0K———
Stephens Inc
N/A—2,415-2,415-100%$540.2K———
EP Wealth Advisors, LLC
N/A—2,381-2,381-100%$532.6K———
Affinity Wealth Management LLC
N/A—2,357-2,357-100%$527.1K———
Blueshift Asset Management, LLC
N/A—2,347-2,347-100%$524.9K———
Prestige Wealth Management Group LLC
N/A—2,272-2,272-100%$508.1K———
PFG Investments, LLC
N/A—2,271-2,271-100%$507.9K———
Advisory Alpha, LLC
N/A—2,254-2,254-100%$504.7K———
LMR Partners LLP
N/A—2,237-2,237-100%$500.3K———
GHE, LLC
N/A—2,226-2,226-100%$497.8K———
Inceptionr LLC
N/A—2,171-2,171-100%$485.5K———
Mariner, LLC
N/A—2,119-2,119-100%$472.3K———
Stratos Wealth Advisors, LLC
N/A—2,079-2,079-100%$465.2K———
Banque Cantonale Vaudoise
N/A—2,069-2,069-100%$462.0K———
Sompo Asset Management Co., Ltd.
N/A—2,040-2,040-100%$456.2K———
Aster Capital Management (Difc) Ltd
N/A—2,017-2,017-100%$451.1K———
Hilltop Holdings Inc.
N/A—2,014-2,014-100%$450.4K———
Gallagher Fiduciary Advisors, LLC
N/A—2,003-2,003-100%$447.9K———
Whittier Trust Co of Nevada Inc
N/A—1,971-1,971-100%$447.8K———
Bragg Financial Advisors, Inc
N/A—1,943-1,943-100%$434.6K———
O'rourke & Company, Inc
N/A—1,937-1,937-100%$433.4K———
Quotient Wealth Partners, LLC
N/A—1,929-1,929-100%$431.4K———
Prosperity Consulting Group, LLC
N/A—1,896-1,896-100%$424.0K———
Sagewood Asset Management LP
N/A—1,894-1,894-100%$423.6K———
Groupama Asset Managment
N/A—1,894-1,894-100%$423.6K———
Penserra Capital Management LLC
N/A—1,891-1,891-100%$422.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,890-1,890-100%$422.7K———
Pure Financial Advisors, LLC
N/A—1,864-1,864-100%$417.0K———
LRI Investments, LLC
N/A—1,835-1,835-100%$410.5K———
AlphaGrep UK Ltd
N/A—1,819-1,819-100%$406.8K———
Envestnet Portfolio Solutions, Inc.
N/A—1,818-1,818-100%$406.6K———
Intrust Bank NA
N/A—1,805-1,805-100%$403.7K———
Piedmont Capital Management, LLC
N/A—1,802-1,802-100%$399.9K———
Fort Sheridan Advisors LLC
N/A—1,789-1,789-100%$400.1K———
Whalerock Point Partners, LLC
N/A—1,776-1,776-100%$397.2K———
Knightsbridge Asset Management, LLC
N/A—1,769-1,769-100%$395.5K———
Gateway Wealth Partners, LLC
N/A—1,733-1,733-100%$387.6K———
Novare Capital Management LLC
N/A—1,693-1,693-100%$378.6K———
IEQ Capital, LLC
N/A—1,689-1,689-100%$377.8K———
Keebeck Wealth Management
N/A—1,683-1,683-100%$376.4K———
Shelton Capital Management
N/A—1,662-1,662-100%$371.7K———
Icon Wealth Advisors, LLC
N/A—1,627-1,627-100%$363.8K———
Fiduciary Trust Co
N/A—1,626-1,626-100%$363.6K———
Strategic Financial Concepts, LLC
N/A—1,601-1,601-100%$358.0K———
SageView Advisory Group, LLC
N/A—1,595-1,595-100%$356.7K———
New Republic Capital, LLC
N/A—1,556-1,556-100%$347.9K———
Heartland Bank & Trust Co
N/A—1,553-1,553-100%$347.3K———
Cambient Family Office, LLC
N/A—1,545-1,545-100%$345.5K———
Readystate Asset Management LP
N/A—1,520-1,520-100%$339.9K———
Dover Advisors, LLC
N/A—1,500-1,500-100%$277.7K———
Lavaca Capital LLC
N/A—1,500-1,500-100%$335.5K———
Cladis Investment Advisory, LLC
N/A—1,500-1,500-100%$335.5K———
Ostrum Asset Management
N/A—1,483-1,483-100%$331.7K———
Tiaa Wealth Investment Management LLC
N/A—1,482-1,482-100%$331.7K———
MRP Capital Investments, LLC
N/A—1,475-1,475-100%$329.9K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,467-1,467-100%$328.1K———
Martingale Asset Management L P
N/A—1,457-1,457-100%$325.9K———
Alta Wealth Advisors LLC
N/A—1,433-1,433-100%$320.5K———
Militia Capital Management LLC
N/A—1,390-1,390-100%$310.9K———
Silvercrest Asset Management Group LLC
N/A—1,382-1,382-100%$309.1K———
Ausdal Financial Partners, Inc.
N/A—1,379-1,379-100%$308.5K———
Silver Lake Group, L.L.C.
N/A—1,350-1,350-100%$301.9K———
Kera Capital Partners, Inc.
N/A—1,343-1,343-100%$300.4K———
NorthRock Partners, LLC
N/A—1,338-1,338-100%$299.3K———
Chancellor Financial Group WB LP
N/A—1,300-1,300-100%$290.7K———
DV Trading LLC
N/A—1,300-1,300-100%$290.7K———
Bridgewater Advisors Inc.
N/A—1,296-1,296-100%$222.7K———
Defiance ETFs, LLC
N/A—1,273-1,273-100%$283.9K———
Logan Capital Management Inc
N/A—1,272-1,272-100%$284.5K———
SlateStone Wealth, LLC
N/A—1,259-1,259-100%$282.0K———
Sittner & Nelson, LLC
N/A—1,250-1,250-100%$279.6K———
Gross & Hartman Investments LLC
N/A—1,246-1,246-100%$278.7K———
OneAscent Family Office, LLC
N/A—1,239-1,239-100%$277.1K———
Basecamp Wealth Advisors LLC
N/A—1,236-1,236-100%$276.3K———
Evernest Financial Advisors, LLC
N/A—1,235-1,235-100%$276.1K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,223-1,223-100%$273.5K———
Flputnam Investment Management Co
N/A—1,219-1,219-100%$272.7K———
Westbourne Investments, Inc.
N/A—1,200-1,200-100%$268.4K———
E Fund Management Co., Ltd.
N/A—1,185-1,185-100%$265.0K———
Osmosis Investment Management UK Ltd
N/A—1,174-1,174-100%$262.6K———
Synergy Financial Group, LTD
N/A—1,169-1,169-100%$261.4K———
BSW Wealth Partners
N/A—1,167-1,167-100%$261.0K———
Keel Point, LLC
N/A—1,164-1,164-100%$260.3K———
Cofg Advisors, LLC
N/A—1,158-1,158-100%$258.9K———
Stock Yards Bank & Trust Co
N/A—1,154-1,154-100%$258.1K———
Laffer Tengler Investments, Inc.
N/A—1,140-1,140-100%$255.0K———
NCM Capital Management, LLC
N/A—1,136-1,136-100%$254.0K———
Ameritas Advisory Services, LLC
N/A—1,127-1,127-100%$252.1K———
Godshalk Welsh Capital Management, Inc.
N/A—1,125-1,125-100%$251.6K———
Wealthspire Advisors, LLC
N/A—1,117-1,117-100%$249.8K———
First Foundation Advisors
N/A—1,108-1,108-100%$247.8K———
AXQ Capital, LP
N/A—1,107-1,107-100%$247.6K———
Haverford Trust Co
N/A—1,087-1,087-100%$243.1K———
BNP Paribas
N/A—1,082-1,082-100%$242.1K———
Centaurus Financial, Inc.
N/A—1,068-1,068-100%$239.0K———
Harvest Fund Management Co., Ltd
N/A—1,066-1,066-100%$238.0K———
Empirical Asset Management, LLC
N/A—1,063-1,063-100%$237.6K———
Everpar Advisors LLC
N/A—1,050-1,050-100%$234.8K———
Johnson Investment Counsel Inc
N/A—1,050-1,050-100%$234.8K———
Trivium Point Advisory, LLC
N/A—1,047-1,047-100%$234.1K———
Nicolet Bankshares Inc
N/A—1,046-1,046-100%$233.9K———
Twin Peaks Wealth Advisors, LLC
N/A—1,037-1,037-100%$231.8K———
Bannerstone Capital Management, LLC
N/A—1,035-1,035-100%$231.5K———
Gamco Investors, Inc. ET AL
N/A—1,032-1,032-100%$230.8K———
Simmons Bank
N/A—1,030-1,030-100%$230.4K———
Sivia Capital Partners, LLC
N/A—1,030-1,030-100%$230.4K———
Essex Financial Services, Inc.
N/A—1,022-1,022-100%$228.5K———
Waddell & Associates, LLC
N/A—1,011-1,011-100%$226.1K———
Advyzon Investment Management, LLC
N/A—1,006-1,006-100%$224.9K———
Summitry LLC
N/A—1,004-1,004-100%$224.5K———
Hodges Capital Management Inc.
N/A—1,001-1,001-100%$224.0K———
Fukoku Mutual Life Insurance Co
N/A—975-975-100%$218.1K———
TRB Wealth Management, LLC
N/A—968-968-100%$216.5K———
Mission Creek Capital Partners, Inc.
N/A—959-959-100%$214.6K———
S Harris Financial Group, LLC
N/A—954-954-100%$213.3K———
Spirepoint Private Client, LLC
N/A—933-933-100%$208.7K———
Choate Investment Advisors
N/A—928-928-100%$207.5K———
Fairview Capital Investment Management, LLC
N/A—915-915-100%$204.6K———
Callahan Advisors, LLC
N/A—900-900-100%$201.3K———
Cyber Hornet ETFs LLC
N/A—884-884-100%$197.7K———
Stelac Advisory Services LLC
N/A—833-833-100%$186.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—816-816-100%$182.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—777-777-100%$173.8K———
CVA Family Office, LLC
N/A—773-773-100%$172.9K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—594-594-100%$132.8K———
Johnson Financial Group, Inc.
N/A—589-589-100%$131.7K———
Cary Street Partners Investment Advisory LLC
N/A—578-578-100%$129.3K———
Capital Analysts, LLC
N/A—568-568-100%$127.0K———
Basepoint Wealth LLC
N/A—502-502-100%$112.3K———
Vision Retirement, LLC
N/A—453-453-100%$101.4K———
Delta Asset Management LLC
N/A—345-345-100%$77.2K———
Anchor Investment Management, LLC
N/A—334-334-100%$74.7K———
Atlantic Union Bankshares Corp
N/A—330-330-100%$73.8K———
Keating Financial Advisory Services, Inc.
N/A—330-330-100%$73.8K———
Colonial Trust Co / SC
N/A—301-301-100%$68.0K———
Continuum Advisory, LLC
N/A—269-269-100%$60.2K———
Steigerwald, Gordon & Koch Inc.
N/A—266-266-100%$59.5K———
BOK Financial Private Wealth, Inc.
N/A—245-245-100%$54.8K———
SHP Wealth Management
N/A—232-232-100%$51.8K———
Aventura Private Wealth, LLC
N/A—213-213-100%$47.6K———
Synergy Investment Management, LLC
N/A—210-210-100%$47.4K———
Burnham & Co LLC
N/A—200-200-100%$44.7K———
Avalon Trust Co
N/A—200-200-100%$44.7K———
Bruce G. Allen Investments, LLC
N/A—193-193-100%$43.2K———
GW&K Investment Management, LLC
N/A—182-182-100%$41.0K———
Fiduciary Financial Advisors
N/A—156-156-100%$34.4K———
Osbon Capital Management LLC
N/A—145-145-100%$32.4K———
Anchor Bay Capital, Inc.
N/A—137-137-100%$30.2K———
Kemnay Advisory Services Inc.
N/A—131-131-100%$29.3K———
Napier Financial, LLC
N/A—125-125-100%$28.0K———
Ancora Advisors LLCA
N/A—120-120-100%$26.8K———
JPL Wealth Management, LLC
N/A—117-117-100%$26.2K———
Prosperity Bancshares Inc
N/A—111-111-100%$24.8K———
Transamerica Financial Advisors, LLC
N/A—103-103-100%$23.2K———
McMillan Office, Inc.
N/A—102-102-100%$22.8K———
Webster Bank, N. A.
N/A—100-100-100%$22.4K———
Westend Capital Management, LLC
N/A—87-87-100%$19.5K———
Glen Eagle Advisors, LLC
N/A—80-80-100%$17.9K———
Westfuller Advisors, LLC
N/A—78-78-100%$17.4K———
Hollencrest Capital Management
N/A—72-72-100%$16.1K———
Orion Capital Management LLC
N/A—69-69-100%$15.4K———
1 North Wealth Services LLC
N/A—69-69-100%$15.4K———
Sachetta, LLC
N/A—69-69-100%$15.4K———
Cornerstone Financial Management LLC
N/A—66-66-100%$14.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—64-64-100%$14.3K———
Financial Life Planners
N/A—62-62-100%$13.9K———
Frazier Financial Advisors, LLC
N/A—58-58-100%$13.0K———
LOM Asset Management Ltd
N/A—55-55-100%$12.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—55-55-100%$12.4K———
Allied Private Wealth LLC
N/A—51-51-100%$11.2K———
Bartlett & Co. Wealth Management LLC
N/A—51-51-100%$11.4K———
Colonial Trust Advisors
N/A—50-50-100%$11.2K———
Kilter Group LLC
N/A—50-50-100%$11.2K———
Raffa Wealth Management, LLC
N/A—48-48-100%$10.7K———
Dunhill Financial, LLC
N/A—48-48-100%$10.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—48-48-100%$10.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—38-38-100%$8.5K———
Crewe Advisors LLC
N/A—35-35-100%$7.8K———
Nova Wealth Management, Inc.
N/A—31-31-100%$6.9K———
Rialto Wealth Management, LLC
N/A—31-31-100%$6.9K———
Ameriflex Group, Inc.
N/A—31-31-100%$6.9K———
Mark Sheptoff Financial Planning, LLC
N/A—31-31-100%$6.9K———
Imprint Wealth LLC
N/A—28-28-100%$6.3K———
IMA Advisory Services, Inc.
N/A—28-28-100%$6.3K———
Strategic Investment Solutions, Inc.
N/A—28-28-100%$6.2K———
Crews Bank & Trust
N/A—25-25-100%$5.6K———
Marshall Investment Management, LLC
N/A—24-24-100%$5.4K———
HM Payson & Co
N/A—22-22-100%$4.9K———
Strategic Wealth Partners, Ltd.
N/A—20-20-100%$4.5K———
Medallion Wealth Advisors, LLC
N/A—18-18-100%$4.1K———
S&T Bank
N/A—16-16-100%$3.6K———
Private Wealth Asset Management, LLC
N/A—16-16-100%$3.6K———
Ogorek Anthony Joseph
N/A—14-14-100%$3———
Cbiz Investment Advisory Services, LLC
N/A—14-14-100%$2.6K———
Silicon Valley Capital Partners
N/A—10-10-100%$2.3K———
FWL Investment Management, LLC
N/A—8-8-100%$1.8K———
PIN OAK Investment Advisors Inc
N/A—6-6-100%$1———
Three Bearings Fiduciary Advisors, Inc.
N/A—5-5-100%$1.1K———
Ross\johnson & Associates LLC
N/A—2-2-100%$447———
Godfrey Financial Associates, Inc.
N/A—2-2-100%$447———
Measured Wealth Private Client Group, LLC
N/A—00—$56———
Showing 1429 of 1429 institutions