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Sony Group Corp (SONY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares113,614,725 from 112,216,813
Change+1,397,912 (+1%)
Value$2.7B (+$422.3M)
Filed 2026-11-06
Mondrian Investment Partners LTD
DECREASED
Shares12,270,191 from 12,272,937
Change-2,746 (0%)
Value$294.5M (+$49.0M)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares3,455,765 from 3,467,948
Change-12,183 (0%)
Value$81.3K (-$69.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares2,391,076 from 2,250,435
Change+140,641 (+6%)
Value$56.3M (+$11.1M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares1,965,521 from 1,835,524
Change+129,997 (+7%)
Value$46.2M (+$9.4M)
Filed 2026-11-02
Pictet North America Advisors SA
INCREASED
Shares1,708,561 from 1,684,567
Change+23,994 (+1%)
Value$40.2M (+$6.4M)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares1,585,721 from 1,738,714
Change-152,993 (-9%)
Value$37.3M (+$2.4M)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares1,205,228 from 943,947
Change+261,281 (+28%)
Value$28.4M (+$9.4M)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,163,910 from 1,153,323
Change+10,587 (+1%)
Value$27.4M (+$4.3M)
Filed 2026-10-05
LPL Financial LLC
INCREASED
Shares947,246 from 944,919
Change+2,327 (+0%)
Value$22.3M (+$3.3M)
Filed 2026-11-06
Cabot Wealth Management Inc
DECREASED
Shares831,569 from 854,132
Change-22,563 (-3%)
Value$19.6M (+$2.4M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares785,629 from 725,665
Change+59,964 (+8%)
Value$18.5M (+$3.9M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares764,455 from 777,554
Change-13,099 (-2%)
Value$18.0M (+$2.4M)
Filed 2026-11-05
Arnhold LLC
DECREASED
Shares710,915 from 835,356
Change-124,441 (-15%)
Value$16.7M (-$29.4K)
Filed 2026-10-26
CapWealth Advisors, LLC
INCREASED
Shares683,884 from 662,154
Change+21,730 (+3%)
Value$16.1M (+$2.8M)
Filed 2026-10-05
Ethic Inc.
INCREASED
Shares582,146 from 516,600
Change+65,546 (+13%)
Value$13.7M (+$3.3M)
Filed 2026-11-03
Cambiar Investors LLC
DECREASED
Shares578,078 from 606,184
Change-28,106 (-5%)
Value$13.6M (+$1.4M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares530,320 from 471,304
Change+59,016 (+13%)
Value$12.5M (+$2.9M)
Filed 2026-10-16
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares490,950 from 618,437
Change-127,487 (-21%)
Value$11.6M (-$853.8K)
Filed 2026-10-29
MacKenzie Financial Corp
INCREASED
Shares480,956 from 478,894
Change+2,062 (+0%)
Value$11.3M (+$1.7M)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares455,476 from 484,865
Change-29,389 (-6%)
Value$10.7M (+$991.0K)
Filed 2026-10-21
Live Oak Private Wealth LLC
DECREASED
Shares430,762 from 431,463
Change-701 (0%)
Value$10.1M (+$1.5M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares357,544 from 326,195
Change+31,349 (+10%)
Value$8.4M (+$1.9M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares346,024 from 332,444
Change+13,580 (+4%)
Value$8.1M (+$1.5M)
Filed 2026-11-06
ABC Arbitrage SA
INCREASED
Shares346,006 from 177,908
Change+168,098 (+94%)
Value$8.1M (+$4.6M)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares343,583 from 352,545
Change-8,962 (-3%)
Value$8.1M (+$1.0M)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares335,521 from 341,865
Change-6,344 (-2%)
Value$7.9M (+$1.0M)
Filed 2026-10-30
Markel Group Inc.
UNCHANGED
Shares335,000 from 335,000
Change0 (0%)
Value$7.9M (+$1.2M)
Filed 2026-10-30
Boston Common Asset Management, LLC
INCREASED
Shares307,055 from 304,673
Change+2,382 (+1%)
Value$7.2M (+$1.1M)
Filed 2026-10-13
Henry James International Management Inc.
DECREASED
Shares306,884 from 306,928
Change-44 (0%)
Value$7.2M (+$1.1M)
Filed 2026-10-14
Inlet Private Wealth, LLC
INCREASED
Shares268,600 from 267,799
Change+801 (+0%)
Value$6.3M (+$948.1K)
Filed 2026-10-21
Eagle Global Advisors LLC
DECREASED
Shares260,606 from 261,841
Change-1,235 (0%)
Value$6.1M (+$879.5K)
Filed 2026-11-02
O'Brien Greene & Co. Inc
INCREASED
Shares260,158 from 254,368
Change+5,790 (+2%)
Value$6.1M (+$1.0M)
Filed 2026-11-05
Imc-Chicago, LLC
INCREASED
Shares260,150 from 46,949
Change+213,201 (+454%)
Value$6.1M (+$5.2M)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares243,128 from 243,128
Change0 (0%)
Value$4.9M ($0)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares219,870 from 171,162
Change+48,708 (+28%)
Value$5.2M (+$1.7M)
Filed 2026-10-29
Quadrant Capital Group LLC
DECREASED
Shares213,460 from 305,391
Change-91,931 (-30%)
Value$5.2M (-$932.7K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares212,586 from 196,549
Change+16,037 (+8%)
Value$5.0M (+$1.1M)
Filed 2026-10-15
Princeton Global Asset Management LLC
DECREASED
Shares205,429 from 208,339
Change-2,910 (-1%)
Value$4.8M (+$654.5K)
Filed 2026-10-21
Ritholtz Wealth Management
DECREASED
Shares188,044 from 193,625
Change-5,581 (-3%)
Value$4.4M (+$540.6K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares187,786 from 69,407
Change+118,379 (+171%)
Value$4.4M (+$3.0M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares186,780 from 96,489
Change+90,291 (+94%)
Value$4.4M (+$2.3M)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares180,065 from 177,046
Change+3,019 (+2%)
Value$4.2M (+$685.4K)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares162,030 from 151,501
Change+10,529 (+7%)
Value$3.8M (+$773.4K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares161,726 from 173,670
Change-11,944 (-7%)
Value$3.8K (-$3.5M)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares156,398 from 146,572
Change+9,826 (+7%)
Value$3.7M (+$739.8K)
Filed 2026-10-23
Delta Capital Management LLC
DECREASED
Shares151,830 from 156,160
Change-4,330 (-3%)
Value$3.6K (+$440)
Filed 2026-10-16
Blue Square Asset Management, LLC
DECREASED
Shares146,864 from 153,736
Change-6,872 (-4%)
Value$3.5M (+$371.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares145,248 from 146,171
Change-923 (-1%)
Value$3.4M (+$485.5K)
Filed 2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares137,400
Change+137,400
Value$3.2M
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares128,442 from 106,076
Change+22,366 (+21%)
Value$3.0M (+$894.4K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares122,805 from 26,405
Change+96,400 (+365%)
Value$2.9M (+$2.4M)
Filed 2026-11-06
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares114,937 from 106,737
Change+8,200 (+8%)
Value$2.7M (+$563.3K)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares112,851 from 107,403
Change+5,448 (+5%)
Value$2.7M (+$500.9K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares111,733 from 112,501
Change-768 (-1%)
Value$2.6M (+$372.3K)
Filed 2026-10-28
Ellsworth Advisors, LLC
INCREASED
Shares110,327 from 108,491
Change+1,836 (+2%)
Value$2.6M (+$349.1K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares108,819 from 107,991
Change+828 (+1%)
Value$2.6K (-$2.2M)
Filed 2026-11-02
Factory Mutual Insurance Co
UNCHANGED
Shares107,434 from 107,434
Change0 (0%)
Value$2.5M (+$372.8K)
Filed 2026-10-30
J. Safra Sarasin Holding AG
DECREASED
Shares101,110 from 102,677
Change-1,567 (-2%)
Value$2.3M (+$181.1K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares100,149 from 101,177
Change-1,028 (-1%)
Value$2.4M (+$326.9K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$2.4M (+$347.0K)
Filed 2026-10-06
Columbia Asset Management
UNCHANGED
Shares97,775 from 97,775
Change0 (0%)
Value$2.3M (+$339.3K)
Filed 2026-10-19
Waldron Private Wealth LLC
DECREASED
Shares95,604 from 96,058
Change-454 (0%)
Value$2.2M (+$322.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares95,245 from 72,075
Change+23,170 (+32%)
Value$2.2M (+$795.3K)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares93,500 from 95,200
Change-1,700 (-2%)
Value$2.2M (+$290.3K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares91,868 from 75,748
Change+16,120 (+21%)
Value$2.2M (+$620.9K)
Filed 2026-10-13
Successful Portfolios LLC
UNCHANGED
Shares91,543 from 91,543
Change0 (0%)
Value$2.2M (+$263.9K)
Filed 2026-10-09
Catalyst Capital Advisors LLC
NEW
Shares88,250
Change+88,250
Value$2.1M
Filed 2026-11-02
Aaron Wealth Advisors LLC
INCREASED
Shares85,325 from 84,218
Change+1,107 (+1%)
Value$2.0M (+$318.3K)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
INCREASED
Shares85,272 from 83,965
Change+1,307 (+2%)
Value$2.0M (+$322.1K)
Filed 2026-10-16
Vontobel Holding Ltd.
DECREASED
Shares80,766 from 87,609
Change-6,843 (-8%)
Value$1.9M (+$143.0K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED
Shares79,907 from 80,475
Change-568 (-1%)
Value$1.9M (+$250.6K)
Filed 2026-11-04
Foyston, Gordon & Payne Inc
INCREASED
Shares79,312 from 77,923
Change+1,389 (+2%)
Value$1.9M (+$261.3K)
Filed 2026-11-02
CIBC Asset Management Inc
DECREASED
Shares77,537 from 79,466
Change-1,929 (-2%)
Value$1.8M (+$247.1K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares74,645 from 73,637
Change+1,008 (+1%)
Value$1.8M (+$201.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares74,645 from 73,637
Change+1,008 (+1%)
Value$1.8M (+$201.6K)
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares71,724 from 72,922
Change-1,198 (-2%)
Value$1.7M (+$224.9K)
Filed 2026-10-01
Penbrook Management LLC
INCREASED
Shares69,500 from 68,500
Change+1,000 (+1%)
Value$1.6M (+$261.2K)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares69,226 from 69,064
Change+162 (+0%)
Value$1.6M (+$243.4K)
Filed 2026-11-06
Advisory Resource Group
INCREASED
Shares66,600 from 63,190
Change+3,410 (+5%)
Value$1.6M (+$299.5K)
Filed 2026-10-26
FNY Investment Advisers, LLC
INCREASED
Shares60,000 from 40,000
Change+20,000 (+50%)
Value$1.4K (+$609)
Filed 2026-10-16
Wincap Financial LLC
INCREASED
Shares59,838 from 54,110
Change+5,728 (+11%)
Value$1.4M (+$322.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares57,134 from 50,848
Change+6,286 (+12%)
Value$1.3M (+$323.6K)
Filed 2026-10-08
Hanson & Doremus Investment Management
DECREASED
Shares55,282 from 55,410
Change-128 (0%)
Value$1.3K (-$1.1M)
Filed 2026-10-16
Confluence Investment Management LLC
DECREASED
Shares53,508 from 58,461
Change-4,953 (-8%)
Value$1.3M (+$86.3K)
Filed 2026-10-01
Bailard, Inc.
DECREASED
Shares53,279 from 53,796
Change-517 (-1%)
Value$1.3M (+$174.5K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares51,722 from 49,349
Change+2,373 (+5%)
Value$1.2M (+$227.1K)
Filed 2026-10-21
ABN Amro Investment Solutions
DECREASED
Shares50,410 from 60,470
Change-10,060 (-17%)
Value$1.2M (-$26.9K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares50,036 from 43,624
Change+6,412 (+15%)
Value$1.2M (+$302.3K)
Filed 2026-10-08
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares45,605 from 42,871
Change+2,734 (+6%)
Value$1.1M (+$213.1K)
Filed 2026-10-14
Stiles Financial Services Inc
DECREASED
Shares45,191 from 48,794
Change-3,603 (-7%)
Value$1.1M (+$84.5K)
Filed 2026-10-30
Alhambra Investment Management LLC
INCREASED
Shares45,027 from 44,803
Change+224 (+1%)
Value$1.1M (+$160.7K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares44,944 from 38,150
Change+6,794 (+18%)
Value$1.1M (+$292.2K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares44,187 from 38,635
Change+5,552 (+14%)
Value$1.0M (+$264.7K)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares43,780 from 51,720
Change-7,940 (-15%)
Value$1.0M (-$7.4K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares42,931 from 31,664
Change+11,267 (+36%)
Value$1.0M (+$375.0K)
Filed 2026-10-27
Fiera Capital Corp
INCREASED
Shares40,564 from 36,519
Change+4,045 (+11%)
Value$954.5K (+$222.3K)
Filed 2026-11-06
Regions Financial Corp
DECREASED
Shares39,191 from 40,794
Change-1,603 (-4%)
Value$922.2K (+$103.8K)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares37,057 from 35,734
Change+1,323 (+4%)
Value$872.0K (+$155.1K)
Filed 2026-10-22
Henshaw Capital LLC
UNCHANGED
Shares36,555 from 36,555
Change0 (0%)
Value$860.1K (+$126.8K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares36,378 from 35,303
Change+1,075 (+3%)
Value$856.0K (+$147.8K)
Filed 2026-11-03
DMC Group, LLC
DECREASED
Shares36,368 from 36,747
Change-379 (-1%)
Value$855.7K (+$118.6K)
Filed 2026-10-26
PDS Planning, Inc
DECREASED
Shares36,215 from 37,392
Change-1,177 (-3%)
Value$852.1K (+$102.1K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares35,033 from 36,617
Change-1,584 (-4%)
Value$824.3K (+$89.8K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares34,698 from 33,332
Change+1,366 (+4%)
Value$816.5K (+$147.8K)
Filed 2026-10-23
Five Oceans Advisors
UNCHANGED
Shares34,669 from 34,669
Change0 (0%)
Value$815.8K (+$120.3K)
Filed 2026-10-22
Hohimer Wealth Management, LLC
INCREASED
Shares34,586 from 32,401
Change+2,185 (+7%)
Value$813.8K (+$163.8K)
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares33,807 from 26,059
Change+7,748 (+30%)
Value$795.5K (+$272.7K)
Filed 2026-10-02
BKM Wealth Management, LLC
INCREASED
Shares33,483 from 28,433
Change+5,050 (+18%)
Value$787.9K (+$217.5K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares32,248 from 29,848
Change+2,400 (+8%)
Value$758.8K (+$160.0K)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares31,895 from 32,946
Change-1,051 (-3%)
Value$750.5K (+$89.6K)
Filed 2026-10-28
May Hill Capital, LLC
INCREASED
Shares31,797 from 25,419
Change+6,378 (+25%)
Value$748.2K (+$238.3K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares30,731 from 21,357
Change+9,374 (+44%)
Value$723.1K (+$294.7K)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares30,431 from 29,673
Change+758 (+3%)
Value$716.0K (+$120.8K)
Filed 2026-11-06
Ping Capital Management, Inc.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$705.9K (+$104.1K)
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares29,025 from 23,626
Change+5,399 (+23%)
Value$683.0K (+$209.0K)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED
Shares28,976 from 27,335
Change+1,641 (+6%)
Value$681.8K (+$133.5K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares28,848
Change+28,848
Value$678.8K
Filed 2026-10-30
Lido Advisors, LLC
DECREASED
Shares28,827 from 30,707
Change-1,880 (-6%)
Value$678.3K (+$62.3K)
Filed 2026-11-04
Tctc Holdings, LLC
INCREASED
Shares28,685 from 26,813
Change+1,872 (+7%)
Value$675.0K (+$137.1K)
Filed 2026-11-02
Dorato Capital Management
INCREASED
Shares28,466 from 23,974
Change+4,492 (+19%)
Value$669.5K (+$169.7K)
Filed 2026-10-08
Marks Group Wealth Management, Inc
DECREASED
Shares28,361 from 31,163
Change-2,802 (-9%)
Value$667.3K (+$42.2K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares28,354 from 27,014
Change+1,340 (+5%)
Value$667.2K (+$125.3K)
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares28,271 from 21,440
Change+6,831 (+32%)
Value$665.2K (+$235.1K)
Filed 2026-10-19
Y.D. More Investments Ltd
UNCHANGED
Shares27,900 from 27,900
Change0 (0%)
Value$656.5K (+$96.8K)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares27,899 from 27,842
Change+57 (+0%)
Value$656.5K (+$98.0K)
Filed 2026-11-04
Lester Murray Antman dba SimplyRich
NEW
Shares27,092
Change+27,092
Value$637.5K
Filed 2026-11-06
Personal CFO Solutions, LLC
DECREASED
Shares26,647 from 30,042
Change-3,395 (-11%)
Value$627.0K (+$24.4K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares26,494 from 23,715
Change+2,779 (+12%)
Value$623.4K (+$147.7K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares26,120 from 20,193
Change+5,927 (+29%)
Value$614.6K (+$209.5K)
Filed 2026-10-28
BigSur Wealth Management LLC
UNCHANGED
Shares25,925 from 25,925
Change0 (0%)
Value$610.0K (+$90.0K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares25,254 from 25,254
Change0 (0%)
Value$594.2K (+$87.6K)
Filed 2026-10-30
Welch Group, LLC
UNCHANGED
Shares25,156 from 25,156
Change0 (0%)
Value$591.9K (+$87.3K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares25,120 from 33,446
Change-8,326 (-25%)
Value$591.1K (-$79.9K)
Filed 2026-10-15
LVW Advisors, LLC
INCREASED
Shares25,021 from 19,677
Change+5,344 (+27%)
Value$588.7K (+$194.0K)
Filed 2026-10-19
Portside Wealth Group, LLC
DECREASED
Shares24,759 from 26,025
Change-1,266 (-5%)
Value$582.6K (+$60.5K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares24,497 from 19,719
Change+4,778 (+24%)
Value$576.4K (+$180.8K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares24,265 from 24,265
Change0 (0%)
Value$571.0K (+$84.2K)
Filed 2026-11-02
First Horizon Corp
INCREASED
Shares24,129 from 18,521
Change+5,608 (+30%)
Value$567.8K (+$196.2K)
Filed 2026-10-26
Sage Rhino Capital LLC
INCREASED
Shares23,926 from 23,617
Change+309 (+1%)
Value$563.0K (+$89.2K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
NEW
Shares22,979
Change+22,979
Value$540.7K
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares22,715 from 22,965
Change-250 (-1%)
Value$625.6K (+$110.2K)
Filed 2026-11-06
Opal Wealth Advisors, LLC
NEW
Shares22,620
Change+22,620
Value$532.2K
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares22,405 from 27,080
Change-4,675 (-17%)
Value$527.2K (-$16.0K)
Filed 2026-11-05
Somerset Trust Co
INCREASED
Shares22,031 from 21,706
Change+325 (+2%)
Value$518.4K (+$83.0K)
Filed 2026-10-13
Trust Point Inc.
INCREASED
Shares21,643 from 17,367
Change+4,276 (+25%)
Value$509.3K (+$160.9K)
Filed 2026-10-27
Third View Private Wealth, LLC
DECREASED
Shares21,475 from 23,738
Change-2,263 (-10%)
Value$505.3K (+$29.1K)
Filed 2026-10-30
Abacus Wealth Partners, LLC
INCREASED
Shares21,381 from 20,579
Change+802 (+4%)
Value$503.1K (+$90.3K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares21,249 from 21,289
Change-40 (0%)
Value$500.0K (+$72.9K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares21,236 from 21,323
Change-87 (0%)
Value$499.7K (+$72.0K)
Filed 2026-11-06
Twelve Points Wealth Management LLC
DECREASED
Shares20,693 from 21,063
Change-370 (-2%)
Value$523.5K (+$101.0K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares20,644 from 18,183
Change+2,461 (+14%)
Value$485.8K (+$121.0K)
Filed 2026-10-08
Rossby Financial, LCC
DECREASED
Shares20,634 from 20,954
Change-320 (-2%)
Value$485.5K (+$65.2K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares20,543 from 28,286
Change-7,743 (-27%)
Value$483.4K (-$84.1K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
INCREASED
Shares19,856 from 19,668
Change+188 (+1%)
Value$467.2K (+$72.7K)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares19,472 from 18,077
Change+1,395 (+8%)
Value$458.2K (+$95.6K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares19,448 from 16,170
Change+3,278 (+20%)
Value$390.1K (+$65.8K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares19,416 from 15,817
Change+3,599 (+23%)
Value$456.8K (+$139.6K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares19,387
Change+19,387
Value$456.2K
Filed 2026-10-21
Philip James Wealth Mangement, LLC
INCREASED
Shares19,089 from 15,752
Change+3,337 (+21%)
Value$449.2K (+$133.2K)
Filed 2026-10-27
Riversedge Advisors, LLC
INCREASED
Shares18,902 from 14,759
Change+4,143 (+28%)
Value$444.8K (+$148.7K)
Filed 2026-10-09
Xponance LLC
INCREASED
Shares18,899 from 16,336
Change+2,563 (+16%)
Value$444.7K (+$117.0K)
Filed 2026-11-03
Hardy Reed LLC
INCREASED
Shares18,210 from 16,716
Change+1,494 (+9%)
Value$428.5K (+$93.2K)
Filed 2026-11-06
Traveka Wealth, LLC
INCREASED
Shares18,182 from 14,178
Change+4,004 (+28%)
Value$427.8K (+$143.4K)
Filed 2026-10-19
Bahl & Gaynor LLC
NEW
Shares18,000
Change+18,000
Value$423.5K
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares17,719 from 17,426
Change+293 (+2%)
Value$416.9K (+$67.4K)
Filed 2026-10-20
Visionary Wealth Advisors
NEW
Shares17,600
Change+17,600
Value$414.1K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares17,096 from 17,216
Change-120 (-1%)
Value$402.3K (+$56.9K)
Filed 2026-10-27
Integrated Advisors Network LLC
DECREASED
Shares16,854 from 19,561
Change-2,707 (-14%)
Value$396.6K (+$4.2K)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares16,850 from 15,323
Change+1,527 (+10%)
Value$396.5K (+$89.1K)
Filed 2026-10-22
SYM Financial Corp
INCREASED
Shares16,611 from 14,311
Change+2,300 (+16%)
Value$390.9K (+$103.8K)
Filed 2026-10-26
Searle & Co.
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$388.2K (+$57.3K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares16,045
Change+16,045
Value$376.1K
Filed 2026-11-03
55 North Private Wealth, LLC
INCREASED
Shares15,709 from 12,888
Change+2,821 (+22%)
Value$369.6K (+$111.1K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares15,578 from 13,919
Change+1,659 (+12%)
Value$366.6K (+$87.3K)
Filed 2026-10-27
Certior Financial Group, LLC
INCREASED
Shares15,547 from 15,313
Change+234 (+2%)
Value$365.8K (+$58.6K)
Filed 2026-10-19
Leonteq Securities AG
DECREASED
Shares15,395 from 21,298
Change-5,903 (-28%)
Value$362.2K (-$65.0K)
Filed 2026-10-29
Chicago Capital, LLC
INCREASED
Shares15,315 from 12,615
Change+2,700 (+21%)
Value$360.4K (+$107.3K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares14,216 from 11,007
Change+3,209 (+29%)
Value$334.5K (+$113.7K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED
Shares14,122 from 14,222
Change-100 (-1%)
Value$332.3K (+$47.0K)
Filed 2026-11-02
Aljian Capital Management, LLC
UNCHANGED
Shares14,085 from 14,085
Change0 (0%)
Value$331.4K (+$48.9K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares13,630 from 13,203
Change+427 (+3%)
Value$326.4K (+$51.2K)
Filed 2026-10-09
Angeles Wealth Management, LLC
INCREASED
Shares13,009 from 12,397
Change+612 (+5%)
Value$306.1K (+$57.4K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares12,996 from 12,996
Change0 (0%)
Value$305.8K (+$45.1K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,842 from 12,838
Change+4 (+0%)
Value$302.2K (+$39.9K)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares12,689 from 13,156
Change-467 (-4%)
Value$298.6K (+$34.7K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
NEW
Shares12,572
Change+12,572
Value$295.8K
Filed 2026-10-21
Rosenberg Matthew Hamilton
INCREASED
Shares12,534 from 10,883
Change+1,651 (+15%)
Value$294.9K (+$76.6K)
Filed 2026-10-05
Gryphon Financial Partners LLC
DECREASED
Shares12,506 from 12,632
Change-126 (-1%)
Value$294.3K (+$40.9K)
Filed 2026-11-04
Florida Trust Wealth Management Co
INCREASED
Shares11,974 from 11,951
Change+23 (+0%)
Value$281.7K (+$42.0K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares11,901 from 15,213
Change-3,312 (-22%)
Value$280.0K (-$25.1K)
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED
Shares11,837 from 11,493
Change+344 (+3%)
Value$278.5K (+$48.0K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares11,754 from 11,245
Change+509 (+5%)
Value$276.6K (+$51.0K)
Filed 2026-11-04
Gallacher Capital Management LLC
DECREASED
Shares11,552 from 18,503
Change-6,951 (-38%)
Value$271.8K (-$99.3K)
Filed 2026-10-30
Cromwell Holdings LLC
UNCHANGED
Shares11,455 from 11,455
Change0 (0%)
Value$269.5K (+$39.7K)
Filed 2026-10-28
Delta Financial Advisors LLC
DECREASED
Shares11,450 from 11,800
Change-350 (-3%)
Value$269.4K (+$32.7K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED
Shares11,380 from 12,758
Change-1,378 (-11%)
Value$267.8K (+$11.8K)
Filed 2026-10-19
Canopy Partners, LLC
DECREASED
Shares11,361 from 11,534
Change-173 (-1%)
Value$267.3K (+$36.0K)
Filed 2026-10-28
Facet Wealth, Inc.
DECREASED
Shares11,267 from 12,229
Change-962 (-8%)
Value$265.1K (+$19.8K)
Filed 2026-11-04
Certuity, LLC
INCREASED
Shares10,946 from 10,189
Change+757 (+7%)
Value$257.6K (+$53.2K)
Filed 2026-11-02
Abundance Wealth Counselors
INCREASED
Shares10,861 from 10,531
Change+330 (+3%)
Value$255.6K (+$44.3K)
Filed 2026-10-26
Diversified Trust Co
INCREASED
Shares10,756 from 10,331
Change+425 (+4%)
Value$253.1K (+$45.9K)
Filed 2026-11-06
180 Wealth Advisors, LLC
DECREASED
Shares10,713 from 11,091
Change-378 (-3%)
Value$252.1K (+$29.6K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares10,675 from 10,675
Change0 (0%)
Value$251.2K (+$37.0K)
Filed 2026-10-14
Natixis
INCREASED
Shares10,563 from 10,397
Change+166 (+2%)
Value$248.5K (+$40.0K)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares10,488 from 10,471
Change+17 (+0%)
Value$246.8K (+$36.7K)
Filed 2026-11-05
Meyer Handelman Co
UNCHANGED
Shares10,435 from 10,435
Change0 (0%)
Value$245.5K (+$36.2K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares10,411
Change+10,411
Value$245.0K
Filed 2026-11-06
Eagle Bay Advisors LLC
NEW
Shares10,254
Change+10,254
Value$241.3K
Filed 2026-10-16
Yousif Capital Management, LLC
UNCHANGED
Shares10,231 from 10,231
Change0 (0%)
Value$240.7K (+$35.5K)
Filed 2026-10-22
Cypress Capital Group
NEW
Shares10,005
Change+10,005
Value$235.4K
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
NEW
Shares9,581
Change+9,581
Value$225.4K
Filed 2026-10-29
Trek Financial, LLC
NEW
Shares9,544
Change+9,544
Value$224.6K
Filed 2026-10-29
Balefire, LLC
NEW
Shares9,421
Change+9,421
Value$221.7K
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
NEW
Shares9,301
Change+9,301
Value$218.8K
Filed 2026-10-08
D.A. Davidson & Co.
NEW
Shares9,008
Change+9,008
Value$212.0K
Filed 2026-10-28
Daymark Wealth Partners, LLC
NEW
Shares8,737
Change+8,737
Value$205.6K
Filed 2026-11-04
Heritage Family Offices, LLP
DECREASED
Shares8,436 from 13,563
Change-5,127 (-38%)
Value$198.5K (-$73.6K)
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares8,316 from 8,437
Change-121 (-1%)
Value$195.7K (+$26.4K)
Filed 2026-11-06
TD Private Client Wealth LLC
DECREASED
Shares7,893 from 10,507
Change-2,614 (-25%)
Value$185.7K (-$25.0K)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares7,316 from 7,316
Change0 (0%)
Value$172.1K (+$25.4K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares7,075 from 7,266
Change-191 (-3%)
Value$166.5K (+$20.7K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares6,082 from 5,828
Change+254 (+4%)
Value$143.1K (+$26.2K)
Filed 2026-10-14
American National Bank & Trust
DECREASED
Shares5,860 from 6,640
Change-780 (-12%)
Value$137.9K (+$4.7K)
Filed 2026-10-07
Maj Invest Holding A/S
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$129 (+$19)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares4,915
Change+4,915
Value$115.7K
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares4,911 from 4,661
Change+250 (+5%)
Value$115.6K (+$22.1K)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares4,776 from 3,447
Change+1,329 (+39%)
Value$112.4K (+$43.2K)
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares4,776 from 4,776
Change0 (0%)
Value$112.4K (+$16.6K)
Filed 2026-10-14
V-Square Quantitative Management LLC
UNCHANGED
Shares4,726 from 4,726
Change0 (0%)
Value$111.2K (+$16.4K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares4,605 from 6,720
Change-2,115 (-31%)
Value$108.4K (-$26.4K)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$105.9K (+$15.6K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
INCREASED
Shares4,379 from 3,589
Change+790 (+22%)
Value$103.0K (+$31.0K)
Filed 2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$94.1K (+$13.9K)
Filed 2026-10-22
Salomon & Ludwin, LLC
INCREASED
Shares3,994 from 2,451
Change+1,543 (+63%)
Value$94.0K (+$44.4K)
Filed 2026-10-29
Bayforest Capital Ltd
NEW
Shares3,880
Change+3,880
Value$91.3K
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares3,819 from 3,387
Change+432 (+13%)
Value$89.9K (+$21.9K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
DECREASED
Shares3,787 from 4,051
Change-264 (-7%)
Value$89.1K (+$7.8K)
Filed 2026-10-13
Grove Bank & Trust
DECREASED
Shares3,780 from 4,488
Change-708 (-16%)
Value$88.9K (-$1.1K)
Filed 2026-10-08
Ares Financial Consulting, LLC
UNCHANGED
Shares3,485 from 3,485
Change0 (0%)
Value$82.0K (+$12.1K)
Filed 2026-10-19
MTM Investment Management, LLC
INCREASED
Shares3,460 from 460
Change+3,000 (+652%)
Value$81.4K (+$72.2K)
Filed 2026-10-30
Manchester Capital Management LLC
DECREASED
Shares3,416 from 3,430
Change-14 (0%)
Value$80.4K (+$11.6K)
Filed 2026-10-22
James T. Borello RIA
INCREASED
Shares3,357 from 3,077
Change+280 (+9%)
Value$79.0K (+$17.3K)
Filed 2026-10-16
SJS Investment Consulting Inc.
INCREASED
Shares2,958 from 2,328
Change+630 (+27%)
Value$69.6K (+$22.9K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$68.1K (+$10.8K)
Filed 2026-11-02
True Wealth Design, LLC
DECREASED
Shares2,742 from 2,867
Change-125 (-4%)
Value$64.5K (+$7.0K)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares2,614 from 626
Change+1,988 (+318%)
Value$61.5K (+$48.9K)
Filed 2026-11-05
Community Bank, N.A.
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$60.9K (+$9.0K)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares2,371 from 2,421
Change-50 (-2%)
Value$55.8K (+$7.2K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,340 from 6,272
Change-3,932 (-63%)
Value$55.1K (-$70.7K)
Filed 2026-10-14
Nisa Investment Advisors, LLC
INCREASED
Shares2,306 from 1,982
Change+324 (+16%)
Value$54.3K (+$14.5K)
Filed 2026-10-20
Ameliora Wealth Management Ltd.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$51.8K (+$7.6K)
Filed 2026-10-23
Eastern Bank
DECREASED
Shares2,102 from 2,104
Change-2 (0%)
Value$49.5K (+$7.3K)
Filed 2026-10-05
Larson Financial Group LLC
INCREASED
Shares2,063 from 1,207
Change+856 (+71%)
Value$48.5K (+$24.3K)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$50.3K (+$10.4K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares1,912 from 1,810
Change+102 (+6%)
Value$45.0K (+$8.7K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares1,910
Change+1,910
Value$44.9K
Filed 2026-10-09
Financial Consulate, Inc
INCREASED
Shares1,842 from 1,331
Change+511 (+38%)
Value$43.3K (+$16.6K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares1,811 from 1,397
Change+414 (+30%)
Value$42.6K (+$14.6K)
Filed 2026-10-20
Central Trust Co
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$39.4K (+$5.8K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares1,667 from 1,167
Change+500 (+43%)
Value$39.2K (+$15.8K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$36.8K (+$5.4K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares1,530
Change+1,530
Value$36.0K
Filed 2026-10-27
JFS Wealth Advisors, LLC
INCREASED
Shares1,522 from 1,510
Change+12 (+1%)
Value$35.8K (+$5.5K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$35.4K (+$5.2K)
Filed 2026-10-16
Zions Bancorporation, National Association
DECREASED
Shares1,485 from 1,623
Change-138 (-8%)
Value$34.9K (+$2.4K)
Filed 2026-11-06
Proathlete Wealth Management LLC
NEW
Shares1,434
Change+1,434
Value$33.7K
Filed 2026-10-15
West Paces Advisors Inc.
INCREASED
Shares1,394 from 159
Change+1,235 (+777%)
Value$32.8K (+$29.6K)
Filed 2026-10-13
West Financial Advisors, LLC
NEW
Shares1,379
Change+1,379
Value$32.4K
Filed 2026-10-22
Country Trust Bank
INCREASED
Shares1,379 from 1,171
Change+208 (+18%)
Value$32.4K (+$9.0K)
Filed 2026-10-30
University of Texas S AM Investment Management Co
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$32.5K (+$4.9K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$31.6K (+$4.7K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares1,316 from 482
Change+834 (+173%)
Value$31.0K (+$21.3K)
Filed 2026-10-07
General Partner, Inc.
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$29.3K (+$4.3K)
Filed 2026-10-05
Financial Management Professionals, Inc.
DECREASED
Shares1,242 from 1,908
Change-666 (-35%)
Value$29.2K (-$9.1K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares1,200 from 1,032
Change+168 (+16%)
Value$28.2K (+$7.5K)
Filed 2026-10-29
Essential Partners LLC
INCREASED
Shares1,133 from 268
Change+865 (+323%)
Value$26.7K (+$21.3K)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares1,095 from 911
Change+184 (+20%)
Value$25.8K (+$7.5K)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares1,018
Change+1,018
Value$24.0K
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares1,000 from 15
Change+985 (+6567%)
Value$23.5K (+$23.2K)
Filed 2026-10-08
Addison Advisors LLC
INCREASED
Shares994 from 905
Change+89 (+10%)
Value$23.4K (+$5.2K)
Filed 2026-11-06
Asset Dedication, LLC
DECREASED
Shares985 from 995
Change-10 (-1%)
Value$23.2K (+$3.2K)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$22.0K (+$3.2K)
Filed 2026-10-30
North Star Investment Management Corp.
INCREASED
Shares919 from 918
Change+1 (+0%)
Value$21.6K (+$3.2K)
Filed 2026-10-27
Advocate Investing Services LLC
INCREASED
Shares883 from 845
Change+38 (+5%)
Value$20.8K (+$3.8K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
NEW
Shares847
Change+847
Value$19.9K
Filed 2026-10-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$19.4K (+$2.9K)
Filed 2026-10-15
Maseco LLP
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$19.2K (+$2.8K)
Filed 2026-10-27
High Note Wealth, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$18.5K (+$2.7K)
Filed 2026-10-27
Oakworth Capital, Inc.
INCREASED
Shares766 from 650
Change+116 (+18%)
Value$18.0K (+$5.0K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$18.0K (+$2.7K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$17.9K (+$2.6K)
Filed 2026-10-22
Bell Investment Advisors, Inc
DECREASED
Shares752 from 791
Change-39 (-5%)
Value$17.7K (+$1.8K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares735 from 724
Change+11 (+2%)
Value$17.3K (+$2.8K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED
Shares717 from 5,420
Change-4,703 (-87%)
Value$16.9K (-$91.9K)
Filed 2026-10-29
Ascentis Wealth Management, LLC
INCREASED
Shares705 from 382
Change+323 (+85%)
Value$16.6K (+$8.9K)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$15.9K (+$2.3K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares651 from 828
Change-177 (-21%)
Value$15.3K (-$1.3K)
Filed 2026-11-05
City State Bank
NEW
Shares649
Change+649
Value$15.3K
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$14.1K (+$2.1K)
Filed 2026-10-16
IFS Advisors, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$13.9K (+$2.0K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED
Shares575 from 557
Change+18 (+3%)
Value$13.5K (+$2.4K)
Filed 2026-10-27
Valued Wealth Advisors LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$13.5K (+$2.0K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$13.2K (+$1.9K)
Filed 2026-10-07
Acumen Wealth Advisors, LLC
INCREASED
Shares541 from 304
Change+237 (+78%)
Value$12.7K (+$6.6K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares534 from 310
Change+224 (+72%)
Value$12.6K (+$6.3K)
Filed 2026-10-29
CKW Financial Group
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12 (-$10.0K)
Filed 2026-10-29
Triumph Capital Management
INCREASED
Shares485 from 378
Change+107 (+28%)
Value$11.4K (+$3.8K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$10.8K (+$1.6K)
Filed 2026-10-22
Albion Financial Group
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$10.6K (+$1.6K)
Filed 2026-10-21
Winch Advisory Services, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$10.5K (+$1.6K)
Filed 2026-11-06
Fairman Group, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$8.3K (+$1.2K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares350
Change+350
Value$8.2K
Filed 2026-10-19
Livelsberger Financial Advisory
NEW
Shares343
Change+343
Value$8.1K
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$6.7K (+$989)
Filed 2026-11-05
Planning Strategies Inc.
NEW
Shares265
Change+265
Value$6.2K
Filed 2026-10-02
Moisand Fitzgerald Tamayo, LLC
NEW
Shares263
Change+263
Value$6.2K
Filed 2026-10-15
Tompkins Financial Corp
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$5.9K (+$868)
Filed 2026-10-05
American Capital Advisory, LLC
INCREASED
Shares247 from 122
Change+125 (+102%)
Value$5.8K (+$3.4K)
Filed 2026-10-28
Jcic Asset Management Inc.
DECREASED
Shares235 from 131,273
Change-131,038 (-100%)
Value$5.5K (-$2.7M)
Filed 2026-10-30
CX Institutional
DECREASED
Shares234 from 473
Change-239 (-51%)
Value$6 (-$3)
Filed 2026-10-02
Brown, Lisle Ings, Inc.
DECREASED
Shares233 from 264
Change-31 (-12%)
Value$5.5K (+$186)
Filed 2026-10-16
Markowski Investments
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$5.4K (+$801)
Filed 2026-10-30
MV Capital Management, Inc.
INCREASED
Shares216 from 95
Change+121 (+127%)
Value$5.1K (+$3.2K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares216 from 284
Change-68 (-24%)
Value$5.1K (-$615)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$4.6K (+$681)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$4.5K (+$659)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$4.5K (+$4.5K)
Filed 2026-11-06
Birch Financial Group, LLC
NEW
Shares182
Change+182
Value$4.3K
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$3.9K (+$572)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$3.8K (+$555)
Filed 2026-10-13
DecisionPoint Financial, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$3.8K (+$525)
Filed 2026-10-27
Granite FO LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$3.8K (+$555)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares135
Change+135
Value$3.2K
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares133
Change+133
Value$3.1K
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$2.7K (+$399)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$2.7K (+$399)
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares109 from 42
Change+67 (+160%)
Value$2.6K (+$1.7K)
Filed 2026-10-20
Toth Financial Advisory Corp
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$2.5K (+$371)
Filed 2026-10-08
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (+$347)
Filed 2026-10-29
Wolff Wiese Magana LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (+$347)
Filed 2026-10-15
Godsey & Gibb, Inc
INCREASED
Shares98 from 75
Change+23 (+31%)
Value$2.3K (+$801)
Filed 2026-10-14
Horizon Financial Services, LLC
DECREASED
Shares81 from 285
Change-204 (-72%)
Value$1.9K (-$3.8K)
Filed 2026-11-04
Byrne Asset Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$1.9K (+$274)
Filed 2026-10-06
Monetary Solutions, Ltd
INCREASED
Shares77 from 49
Change+28 (+57%)
Value$1.8K (+$829)
Filed 2026-10-22
Nfsg Corp
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$1.7K (+$245)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares70
Change+70
Value$1.8K
Filed 2026-10-26
Carolina Wealth Advisors, LLC
NEW
Shares68
Change+68
Value$1.6K
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
NEW
Shares57
Change+57
Value$1.3K
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.3K (+$194)
Filed 2026-10-15
Boyd Watterson Asset Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.2K (+$173)
Filed 2026-11-06
Noble Wealth Management PBC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.1K (+$163)
Filed 2026-10-01
Downshift Financial, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$894 (+$132)
Filed 2026-10-13
Entrust Financial LLC
NEW
Shares36
Change+36
Value$848
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
INCREASED
Shares34 from 17
Change+17 (+100%)
Value$802 (+$460)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$839 (+$157)
Filed 2026-10-16
Contravisory Investment Management, Inc.
NEW
Shares30
Change+30
Value$706
Filed 2026-10-13
Trust Co
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$635 (+$93)
Filed 2026-10-09
Kingdom Financial Group Llc.
DECREASED
Shares26 from 30
Change-4 (-13%)
Value$617 (+$11)
Filed 2026-11-04
Davis Capital Management
NEW
Shares25
Change+25
Value$588
Filed 2026-10-08
Blume Capital Management, Inc.
NEW
Shares21
Change+21
Value$495
Filed 2026-10-26
Nvwm, LLC
INCREASED
Shares21 from 9
Change+12 (+133%)
Value$494 (+$313)
Filed 2026-10-14
Richardson Financial Services Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$471 (+$70)
Filed 2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$238 (+$35)
Filed 2026-10-21
Valley National Advisers Inc
NEW
Shares6
Change+6
Value$142
Filed 2026-10-23
Decker Retirement Planning Inc.
NEW
Shares2
Change+2
Value$47
Filed 2026-10-19
Assenagon Asset Management S.A.
CLOSED
Shares0 from 216,802
Change-216,802 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-15
One Wealth Capital Management, LLC
CLOSED
Shares0 from 23,855
Change-23,855 (-100%)
Value$0 (-$478.5K)
Filed 2026-10-23
Seed Wealth Management, Inc.
CLOSED
Shares0 from 19,625
Change-19,625 (-100%)
Value$0 (-$393.7K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 13,563
Change-13,563 (-100%)
Value$0 (-$272.1K)
Filed 2026-10-27
South Shore Capital Advisors
CLOSED
Shares0 from 12,998
Change-12,998 (-100%)
Value$0 (-$260.7K)
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 12,660
Change-12,660 (-100%)
Value$0 (-$254.0K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 11,975
Change-11,975 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-23
Center For Asset Management LLC
CLOSED
Shares0 from 10,327
Change-10,327 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 4,212
Change-4,212 (-100%)
Value$0 (-$84.5K)
Filed 2026-11-06
Pittenger & Anderson Inc
CLOSED
Shares0 from 2,265
Change-2,265 (-100%)
Value$0 (-$45.4K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 2,005
Change-2,005 (-100%)
Value$0 (-$40.2K)
Filed 2026-10-13
Wellington Grp LLC
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$27.9K)
Filed 2026-11-06
Tsfg, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 835
Change-835 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-20
Vestor Capital, LLC
CLOSED
Shares0 from 824
Change-824 (-100%)
Value$0 (-$97)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 571
Change-571 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-21
J.Safra Asset Management Corp
CLOSED
Shares0 from 559
Change-559 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-03
City Holding Co
CLOSED
Shares0 from 458
Change-458 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-19
Cornerstone Planning Group LLC
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-13
Whipplewood Advisors, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-20
Deutsche Bank Ag\
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-06
Yankcom Partnership
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-23
Southern Michigan Bank & Trust
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-19
Mascoma Wealth Management LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$753)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$200)
Filed 2026-10-30
Atwood & Palmer Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$101)
Filed 2026-10-08
Concord Wealth Partners
UNCHANGED
Shares0 from 0
Change0
Value$4 ($0)
Filed 2026-11-02
Primecap Management Co
N/A
Shares— from 59,603,230
Change-59,603,230 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 41,272,268
Change-41,272,268 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,462,087
Change-23,462,087 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,461,700
Change-14,461,700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,409,536
Change-9,409,536 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,780,562
Change-8,780,562 (-100%)
Value—
Capital International Investors
N/A
Shares— from 7,654,498
Change-7,654,498 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 6,899,554
Change-6,899,554 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,861,067
Change-6,861,067 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,633,573
Change-6,633,573 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 6,468,686
Change-6,468,686 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 5,530,551
Change-5,530,551 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 5,030,691
Change-5,030,691 (-100%)
Value—
Capital World Investors
N/A
Shares— from 4,989,355
Change-4,989,355 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,969,375
Change-4,969,375 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,863,244
Change-4,863,244 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,762,172
Change-4,762,172 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 4,556,802
Change-4,556,802 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 4,498,717
Change-4,498,717 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 4,329,142
Change-4,329,142 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,974,727
Change-3,974,727 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,324,015
Change-3,324,015 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,099,508
Change-3,099,508 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,964,116
Change-2,964,116 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,790,486
Change-2,790,486 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,669,605
Change-2,669,605 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,552,757
Change-2,552,757 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 2,529,344
Change-2,529,344 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,339,022
Change-2,339,022 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 1,993,000
Change-1,993,000 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,905,322
Change-1,905,322 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,885,236
Change-1,885,236 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,572,706
Change-1,572,706 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,358,175
Change-1,358,175 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,213,565
Change-1,213,565 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,189,648
Change-1,189,648 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,079,818
Change-1,079,818 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,077,334
Change-1,077,334 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,052,300
Change-1,052,300 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,034,437
Change-1,034,437 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 960,000
Change-960,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 945,811
Change-945,811 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 869,290
Change-869,290 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 825,000
Change-825,000 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 821,700
Change-821,700 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 795,617
Change-795,617 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 795,130
Change-795,130 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 759,221
Change-759,221 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 758,249
Change-758,249 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 749,018
Change-749,018 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 740,300
Change-740,300 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 739,737
Change-739,737 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 608,661
Change-608,661 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 588,459
Change-588,459 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 576,957
Change-576,957 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 568,503
Change-568,503 (-100%)
Value—
Norges Bank
N/A
Shares— from 538,250
Change-538,250 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 516,432
Change-516,432 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 510,791
Change-510,791 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 510,066
Change-510,066 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 505,405
Change-505,405 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 500,469
Change-500,469 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 487,650
Change-487,650 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 485,381
Change-485,381 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 451,116
Change-451,116 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 449,697
Change-449,697 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 430,000
Change-430,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 429,825
Change-429,825 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 418,018
Change-418,018 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 413,043
Change-413,043 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 404,325
Change-404,325 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 404,200
Change-404,200 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 380,427
Change-380,427 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 376,923
Change-376,923 (-100%)
Value—
Boston Partners
N/A
Shares— from 371,412
Change-371,412 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 343,081
Change-343,081 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 336,423
Change-336,423 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 329,098
Change-329,098 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 322,802
Change-322,802 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 307,691
Change-307,691 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 305,534
Change-305,534 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 303,862
Change-303,862 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 303,134
Change-303,134 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 294,879
Change-294,879 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 292,868
Change-292,868 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 283,531
Change-283,531 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 281,481
Change-281,481 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 267,579
Change-267,579 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 264,233
Change-264,233 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 263,844
Change-263,844 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 263,110
Change-263,110 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 261,648
Change-261,648 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 259,600
Change-259,600 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 256,015
Change-256,015 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 254,800
Change-254,800 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 251,777
Change-251,777 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 248,316
Change-248,316 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 247,771
Change-247,771 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 238,414
Change-238,414 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 238,070
Change-238,070 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 236,196
Change-236,196 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 235,064
Change-235,064 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 227,337
Change-227,337 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 224,095
Change-224,095 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 221,058
Change-221,058 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 208,687
Change-208,687 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 202,497
Change-202,497 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 202,195
Change-202,195 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 194,300
Change-194,300 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 193,607
Change-193,607 (-100%)
Value—
&partners
N/A
Shares— from 186,365
Change-186,365 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 179,731
Change-179,731 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 178,758
Change-178,758 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 176,795
Change-176,795 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 171,282
Change-171,282 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 162,060
Change-162,060 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 159,597
Change-159,597 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 157,357
Change-157,357 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 147,977
Change-147,977 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 146,416
Change-146,416 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 144,899
Change-144,899 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 141,324
Change-141,324 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 133,948
Change-133,948 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 133,153
Change-133,153 (-100%)
Value—
State Street Corp
N/A
Shares— from 130,517
Change-130,517 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 126,457
Change-126,457 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 124,682
Change-124,682 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 123,969
Change-123,969 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 123,804
Change-123,804 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 120,403
Change-120,403 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 118,174
Change-118,174 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 115,458
Change-115,458 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 111,332
Change-111,332 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 107,619
Change-107,619 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 105,623
Change-105,623 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 102,476
Change-102,476 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 100,230
Change-100,230 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 97,559
Change-97,559 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 92,780
Change-92,780 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 92,404
Change-92,404 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 85,175
Change-85,175 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 82,516
Change-82,516 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 81,293
Change-81,293 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 81,030
Change-81,030 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 79,595
Change-79,595 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 79,324
Change-79,324 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 76,293
Change-76,293 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 75,978
Change-75,978 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 75,118
Change-75,118 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 73,882
Change-73,882 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 72,913
Change-72,913 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 72,240
Change-72,240 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 72,197
Change-72,197 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 70,563
Change-70,563 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 69,231
Change-69,231 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 68,827
Change-68,827 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 66,110
Change-66,110 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 64,330
Change-64,330 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 61,738
Change-61,738 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 60,614
Change-60,614 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 59,857
Change-59,857 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 59,806
Change-59,806 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 59,471
Change-59,471 (-100%)
Value—
S&CO Inc
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 53,746
Change-53,746 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 53,512
Change-53,512 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 52,779
Change-52,779 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 52,532
Change-52,532 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 52,503
Change-52,503 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 52,074
Change-52,074 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 51,655
Change-51,655 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 51,475
Change-51,475 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 50,982
Change-50,982 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 49,626
Change-49,626 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 48,659
Change-48,659 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 45,476
Change-45,476 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 45,467
Change-45,467 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 44,928
Change-44,928 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 44,001
Change-44,001 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 40,864
Change-40,864 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 40,610
Change-40,610 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 39,783
Change-39,783 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 38,627
Change-38,627 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 37,400
Change-37,400 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 37,065
Change-37,065 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 34,914
Change-34,914 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 34,627
Change-34,627 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,607
Change-34,607 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 33,016
Change-33,016 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 32,739
Change-32,739 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 32,620
Change-32,620 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 32,350
Change-32,350 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,742
Change-31,742 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 30,749
Change-30,749 (-100%)
Value—
Allianz SE
N/A
Shares— from 30,650
Change-30,650 (-100%)
Value—
Blair William & Co
N/A
Shares— from 30,266
Change-30,266 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 29,974
Change-29,974 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 29,251
Change-29,251 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,949
Change-28,949 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 28,924
Change-28,924 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 28,666
Change-28,666 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 28,620
Change-28,620 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 28,514
Change-28,514 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 28,151
Change-28,151 (-100%)
Value—
Lyrical Asset Management LP
N/A
Shares— from 28,045
Change-28,045 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 27,891
Change-27,891 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 27,480
Change-27,480 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 27,359
Change-27,359 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 27,218
Change-27,218 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 27,115
Change-27,115 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 26,455
Change-26,455 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 26,218
Change-26,218 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,108
Change-26,108 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,033
Change-26,033 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 25,357
Change-25,357 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 25,213
Change-25,213 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 25,030
Change-25,030 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 24,409
Change-24,409 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 23,092
Change-23,092 (-100%)
Value—
Summitry LLC
N/A
Shares— from 23,035
Change-23,035 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 22,918
Change-22,918 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 22,709
Change-22,709 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 22,552
Change-22,552 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 22,459
Change-22,459 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 22,409
Change-22,409 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 21,755
Change-21,755 (-100%)
Value—
Commerce Bank
N/A
Shares— from 21,655
Change-21,655 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 21,550
Change-21,550 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 21,217
Change-21,217 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 21,089
Change-21,089 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 20,250
Change-20,250 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 19,531
Change-19,531 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,185
Change-19,185 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 18,025
Change-18,025 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Optas, LLC
N/A
Shares— from 17,687
Change-17,687 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 17,656
Change-17,656 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 17,652
Change-17,652 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 17,490
Change-17,490 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 17,246
Change-17,246 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 16,869
Change-16,869 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 16,514
Change-16,514 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 16,314
Change-16,314 (-100%)
Value—
FCA Corp
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 15,665
Change-15,665 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,616
Change-14,616 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 14,509
Change-14,509 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 14,186
Change-14,186 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,076
Change-14,076 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 13,811
Change-13,811 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 13,471
Change-13,471 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,125
Change-13,125 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,904
Change-12,904 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,311
Change-12,311 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 12,257
Change-12,257 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,897
Change-11,897 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 11,746
Change-11,746 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 11,705
Change-11,705 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,299
Change-11,299 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,132
Change-11,132 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 10,815
Change-10,815 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,758
Change-10,758 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 10,629
Change-10,629 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 10,230
Change-10,230 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 9,526
Change-9,526 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 9,170
Change-9,170 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Corient IA LP
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 811
Change-811 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
EFG International AG
N/A
Shares— from 796
Change-796 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 786
Change-786 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 762
Change-762 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 622
Change-622 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 517
Change-517 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 401
Change-401 (-100%)
Value—
CNB Bank
N/A
Shares— from 400
Change-400 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 378
Change-378 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 354
Change-354 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 342
Change-342 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 334
Change-334 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 301
Change-301 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Motco
N/A
Shares— from 221
Change-221 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 220
Change-220 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 129
Change-129 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 90
Change-90 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 90
Change-90 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED113,614,725112,216,813+1,397,912+1%$2.3B$2.7B+$422.3M2026-11-06
Mondrian Investment Partners LTD
DECREASED12,270,19112,272,937-2,7460%$245.5M$294.5M+$49.0M2026-10-23
Thrivent Financial for Lutherans
DECREASED3,455,7653,467,948-12,1830%$69.6M$81.3K-$69.5M2026-11-05
Dimensional Fund Advisors LP
INCREASED2,391,0762,250,435+140,641+6%$45.1M$56.3M+$11.1M2026-11-04
Creative Planning
INCREASED1,965,5211,835,524+129,997+7%$36.8M$46.2M+$9.4M2026-11-02
Pictet North America Advisors SA
INCREASED1,708,5611,684,567+23,994+1%$33.8M$40.2M+$6.4M2026-10-21
Assetmark, Inc
DECREASED1,585,7211,738,714-152,993-9%$34.9M$37.3M+$2.4M2026-10-21
Davenport & Co LLC
INCREASED1,205,228943,947+261,281+28%$18.9M$28.4M+$9.4M2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED1,163,9101,153,323+10,587+1%$23.1M$27.4M+$4.3M2026-10-05
LPL Financial LLC
INCREASED947,246944,919+2,327+0%$19.0M$22.3M+$3.3M2026-11-06
Cabot Wealth Management Inc
DECREASED831,569854,132-22,563-3%$17.1M$19.6M+$2.4M2026-11-05
Bank of New York Mellon Corp
INCREASED785,629725,665+59,964+8%$14.6M$18.5M+$3.9M2026-11-05
US Bancorp \de\
DECREASED764,455777,554-13,099-2%$15.6M$18.0M+$2.4M2026-11-05
Arnhold LLC
DECREASED710,915835,356-124,441-15%$16.8M$16.7M-$29.4K2026-10-26
CapWealth Advisors, LLC
INCREASED683,884662,154+21,730+3%$13.3M$16.1M+$2.8M2026-10-05
Ethic Inc.
INCREASED582,146516,600+65,546+13%$10.4M$13.7M+$3.3M2026-11-03
Cambiar Investors LLC
DECREASED578,078606,184-28,106-5%$12.2M$13.6M+$1.4M2026-11-04
TD Waterhouse Canada Inc.
INCREASED530,320471,304+59,016+13%$9.5M$12.5M+$2.9M2026-10-16
Sumitomo Mitsui Trust Group, Inc.
DECREASED490,950618,437-127,487-21%$12.4M$11.6M-$853.8K2026-10-29
MacKenzie Financial Corp
INCREASED480,956478,894+2,062+0%$9.6M$11.3M+$1.7M2026-11-02
Crossmark Global Holdings, Inc.
DECREASED455,476484,865-29,389-6%$9.7M$10.7M+$991.0K2026-10-21
Live Oak Private Wealth LLC
DECREASED430,762431,463-7010%$8.7M$10.1M+$1.5M2026-11-02
Citigroup Inc
INCREASED357,544326,195+31,349+10%$6.5M$8.4M+$1.9M2026-11-04
PNC Financial Services Group, Inc.
INCREASED346,024332,444+13,580+4%$6.7M$8.1M+$1.5M2026-11-06
ABC Arbitrage SA
INCREASED346,006177,908+168,098+94%$3.6M$8.1M+$4.6M2026-10-23
Oppenheimer Asset Management Inc.
DECREASED343,583352,545-8,962-3%$7.1M$8.1M+$1.0M2026-10-27
Truist Financial Corp
DECREASED335,521341,865-6,344-2%$6.9M$7.9M+$1.0M2026-10-30
Markel Group Inc.
UNCHANGED335,000335,00000%$6.7M$7.9M+$1.2M2026-10-30
Boston Common Asset Management, LLC
INCREASED307,055304,673+2,382+1%$6.1M$7.2M+$1.1M2026-10-13
Henry James International Management Inc.
DECREASED306,884306,928-440%$6.2M$7.2M+$1.1M2026-10-14
Inlet Private Wealth, LLC
INCREASED268,600267,799+801+0%$5.4M$6.3M+$948.1K2026-10-21
Eagle Global Advisors LLC
DECREASED260,606261,841-1,2350%$5.3M$6.1M+$879.5K2026-11-02
O'Brien Greene & Co. Inc
INCREASED260,158254,368+5,790+2%$5.1M$6.1M+$1.0M2026-11-05
Imc-Chicago, LLC
INCREASED260,15046,949+213,201+454%$941.8K$6.1M+$5.2M2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED243,128243,12800%$4.9M$4.9M$02026-10-15
Vise Technologies, Inc.
INCREASED219,870171,162+48,708+28%$3.4M$5.2M+$1.7M2026-10-29
Quadrant Capital Group LLC
DECREASED213,460305,391-91,931-30%$6.1M$5.2M-$932.7K2026-10-20
Atria Investments, Inc
INCREASED212,586196,549+16,037+8%$3.9M$5.0M+$1.1M2026-10-15
Princeton Global Asset Management LLC
DECREASED205,429208,339-2,910-1%$4.2M$4.8M+$654.5K2026-10-21
Ritholtz Wealth Management
DECREASED188,044193,625-5,581-3%$3.9M$4.4M+$540.6K2026-11-05
Barclays PLC
INCREASED187,78669,407+118,379+171%$1.4M$4.4M+$3.0M2026-11-06
Savant Capital, LLC
INCREASED186,78096,489+90,291+94%$2.1M$4.4M+$2.3M2026-11-06
Oppenheimer & Co Inc
INCREASED180,065177,046+3,019+2%$3.6M$4.2M+$685.4K2026-10-26
Keybank National Association
INCREASED162,030151,501+10,529+7%$3.0M$3.8M+$773.4K2026-11-04
Park Avenue Securities LLC
DECREASED161,726173,670-11,944-7%$3.5M$3.8K-$3.5M2026-10-26
Signaturefd, LLC
INCREASED156,398146,572+9,826+7%$2.9M$3.7M+$739.8K2026-10-23
Delta Capital Management LLC
DECREASED151,830156,160-4,330-3%$3.1K$3.6K+$4402026-10-16
Blue Square Asset Management, LLC
DECREASED146,864153,736-6,872-4%$3.1M$3.5M+$371.8K2026-11-02
Commonwealth Equity Services, LLC
DECREASED145,248146,171-923-1%$2.9M$3.4M+$485.5K2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW137,400—+137,400——$3.2M—2026-11-04
Compound Planning, Inc.
INCREASED128,442106,076+22,366+21%$2.1M$3.0M+$894.4K2026-11-05
Russell Investments Group, Ltd.
INCREASED122,80526,405+96,400+365%$529.7K$2.9M+$2.4M2026-11-06
Klein Pavlis & Peasley Financial, Inc.
INCREASED114,937106,737+8,200+8%$2.1M$2.7M+$563.3K2026-10-13
Evergreen Capital Management LLC
INCREASED112,851107,403+5,448+5%$2.2M$2.7M+$500.9K2026-10-23
Choreo, LLC
DECREASED111,733112,501-768-1%$2.3M$2.6M+$372.3K2026-10-28
Ellsworth Advisors, LLC
INCREASED110,327108,491+1,836+2%$2.2M$2.6M+$349.1K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED108,819107,991+828+1%$2.2M$2.6K-$2.2M2026-11-02
Factory Mutual Insurance Co
UNCHANGED107,434107,43400%$2.2M$2.5M+$372.8K2026-10-30
J. Safra Sarasin Holding AG
DECREASED101,110102,677-1,567-2%$2.1M$2.3M+$181.1K2026-10-26
Fifth Third Bancorp
DECREASED100,149101,177-1,028-1%$2.0M$2.4M+$326.9K2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED100,000100,00000%$2.0M$2.4M+$347.0K2026-10-06
Columbia Asset Management
UNCHANGED97,77597,77500%$2.0M$2.3M+$339.3K2026-10-19
Waldron Private Wealth LLC
DECREASED95,60496,058-4540%$1.9M$2.2M+$322.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED95,24572,075+23,170+32%$1.4M$2.2M+$795.3K2026-11-02
Highland Capital Management, LLC
DECREASED93,50095,200-1,700-2%$1.9M$2.2M+$290.3K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED91,86875,748+16,120+21%$1.6M$2.2M+$620.9K2026-10-13
Successful Portfolios LLC
UNCHANGED91,54391,54300%$1.9M$2.2M+$263.9K2026-10-09
Catalyst Capital Advisors LLC
NEW88,250—+88,250——$2.1M—2026-11-02
Aaron Wealth Advisors LLC
INCREASED85,32584,218+1,107+1%$1.7M$2.0M+$318.3K2026-10-13
Frank, Rimerman Advisors LLC
INCREASED85,27283,965+1,307+2%$1.7M$2.0M+$322.1K2026-10-16
Vontobel Holding Ltd.
DECREASED80,76687,609-6,843-8%$1.8M$1.9M+$143.0K2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED79,90780,475-568-1%$1.6M$1.9M+$250.6K2026-11-04
Foyston, Gordon & Payne Inc
INCREASED79,31277,923+1,389+2%$1.6M$1.9M+$261.3K2026-11-02
CIBC Asset Management Inc
DECREASED77,53779,466-1,929-2%$1.6M$1.8M+$247.1K2026-11-05
Diversify Wealth Management, LLC
INCREASED74,64573,637+1,008+1%$1.6M$1.8M+$201.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED74,64573,637+1,008+1%$1.6M$1.8M+$201.6K2026-10-20
Doliver Advisors, LP
DECREASED71,72472,922-1,198-2%$1.5M$1.7M+$224.9K2026-10-01
Penbrook Management LLC
INCREASED69,50068,500+1,000+1%$1.4M$1.6M+$261.2K2026-10-16
Clearstead Advisors, LLC
INCREASED69,22669,064+162+0%$1.4M$1.6M+$243.4K2026-11-06
Advisory Resource Group
INCREASED66,60063,190+3,410+5%$1.3M$1.6M+$299.5K2026-10-26
FNY Investment Advisers, LLC
INCREASED60,00040,000+20,000+50%$802$1.4K+$6092026-10-16
Wincap Financial LLC
INCREASED59,83854,110+5,728+11%$1.1M$1.4M+$322.5K2026-10-20
Farther Finance Advisors, LLC
INCREASED57,13450,848+6,286+12%$1.0M$1.3M+$323.6K2026-10-08
Hanson & Doremus Investment Management
DECREASED55,28255,410-1280%$1.1M$1.3K-$1.1M2026-10-16
Confluence Investment Management LLC
DECREASED53,50858,461-4,953-8%$1.2M$1.3M+$86.3K2026-10-01
Bailard, Inc.
DECREASED53,27953,796-517-1%$1.1M$1.3M+$174.5K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED51,72249,349+2,373+5%$989.9K$1.2M+$227.1K2026-10-21
ABN Amro Investment Solutions
DECREASED50,41060,470-10,060-17%$1.2M$1.2M-$26.9K2026-10-21
Gamma Investing LLC
INCREASED50,03643,624+6,412+15%$875.1K$1.2M+$302.3K2026-10-08
Mitchell & Pahl Private Wealth, LLC
INCREASED45,60542,871+2,734+6%$860.0K$1.1M+$213.1K2026-10-14
Stiles Financial Services Inc
DECREASED45,19148,794-3,603-7%$978.8K$1.1M+$84.5K2026-10-30
Alhambra Investment Management LLC
INCREASED45,02744,803+224+1%$898.7K$1.1M+$160.7K2026-10-15
HB Wealth Management, LLC
INCREASED44,94438,150+6,794+18%$765.3K$1.1M+$292.2K2026-10-23
Parallel Advisors, LLC
INCREASED44,18738,635+5,552+14%$775.0K$1.0M+$264.7K2026-11-03
Greenleaf Trust
DECREASED43,78051,720-7,940-15%$1.0M$1.0M-$7.4K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED42,93131,664+11,267+36%$635.2K$1.0M+$375.0K2026-10-27
Fiera Capital Corp
INCREASED40,56436,519+4,045+11%$732.2K$954.5K+$222.3K2026-11-06
Regions Financial Corp
DECREASED39,19140,794-1,603-4%$818.3K$922.2K+$103.8K2026-11-05
Sterling Capital Management LLC
INCREASED37,05735,734+1,323+4%$716.8K$872.0K+$155.1K2026-10-22
Henshaw Capital LLC
UNCHANGED36,55536,55500%$733.3K$860.1K+$126.8K2026-11-03
HUB Investment Partners, LLC
INCREASED36,37835,303+1,075+3%$708.2K$856.0K+$147.8K2026-11-03
DMC Group, LLC
DECREASED36,36836,747-379-1%$737.1K$855.7K+$118.6K2026-10-26
PDS Planning, Inc
DECREASED36,21537,392-1,177-3%$750.1K$852.1K+$102.1K2026-11-03
GC Wealth Management RIA, LLC
DECREASED35,03336,617-1,584-4%$734.5K$824.3K+$89.8K2026-11-02
Apollon Wealth Management, LLC
INCREASED34,69833,332+1,366+4%$668.6K$816.5K+$147.8K2026-10-23
Five Oceans Advisors
UNCHANGED34,66934,66900%$695.5K$815.8K+$120.3K2026-10-22
Hohimer Wealth Management, LLC
INCREASED34,58632,401+2,185+7%$650.0K$813.8K+$163.8K2026-11-04
Versant Capital Management, Inc
INCREASED33,80726,059+7,748+30%$522.7K$795.5K+$272.7K2026-10-02
BKM Wealth Management, LLC
INCREASED33,48328,433+5,050+18%$570.4K$787.9K+$217.5K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED32,24829,848+2,400+8%$598.8K$758.8K+$160.0K2026-10-16
Cullen T Bankers, Inc.
DECREASED31,89532,946-1,051-3%$660.9K$750.5K+$89.6K2026-10-28
May Hill Capital, LLC
INCREASED31,79725,419+6,378+25%$509.9K$748.2K+$238.3K2026-11-03
Kathmere Capital Management, LLC
INCREASED30,73121,357+9,374+44%$428.4K$723.1K+$294.7K2026-10-20
Moors & Cabot, Inc.
INCREASED30,43129,673+758+3%$595.2K$716.0K+$120.8K2026-11-06
Ping Capital Management, Inc.
UNCHANGED30,00030,00000%$601.8K$705.9K+$104.1K2026-10-13
Anchyra Partners LLC
INCREASED29,02523,626+5,399+23%$473.9K$683.0K+$209.0K2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED28,97627,335+1,641+6%$548.3K$681.8K+$133.5K2026-11-02
Provenance Wealth Advisors, LLC
NEW28,848—+28,848——$678.8K—2026-10-30
Lido Advisors, LLC
DECREASED28,82730,707-1,880-6%$616.0K$678.3K+$62.3K2026-11-04
Tctc Holdings, LLC
INCREASED28,68526,813+1,872+7%$537.9K$675.0K+$137.1K2026-11-02
Dorato Capital Management
INCREASED28,46623,974+4,492+19%$499.9K$669.5K+$169.7K2026-10-08
Marks Group Wealth Management, Inc
DECREASED28,36131,163-2,802-9%$625.1K$667.3K+$42.2K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED28,35427,014+1,340+5%$541.9K$667.2K+$125.3K2026-10-22
Abel Hall, LLC
INCREASED28,27121,440+6,831+32%$430.1K$665.2K+$235.1K2026-10-19
Y.D. More Investments Ltd
UNCHANGED27,90027,90000%$559.7K$656.5K+$96.8K2026-11-02
AlphaCore Capital LLC
INCREASED27,89927,842+57+0%$558.5K$656.5K+$98.0K2026-11-04
Lester Murray Antman dba SimplyRich
NEW27,092—+27,092——$637.5K—2026-11-06
Personal CFO Solutions, LLC
DECREASED26,64730,042-3,395-11%$602.7K$627.0K+$24.4K2026-11-06
Brighton Jones LLC
INCREASED26,49423,715+2,779+12%$475.7K$623.4K+$147.7K2026-11-03
Aprio Wealth Management, LLC
INCREASED26,12020,193+5,927+29%$405.1K$614.6K+$209.5K2026-10-28
BigSur Wealth Management LLC
UNCHANGED25,92525,92500%$520.1K$610.0K+$90.0K2026-10-13
Parr Mcknight Wealth Management Group, LLC
UNCHANGED25,25425,25400%$506.6K$594.2K+$87.6K2026-10-30
Welch Group, LLC
UNCHANGED25,15625,15600%$504.6K$591.9K+$87.3K2026-10-29
Blue Trust, Inc.
DECREASED25,12033,446-8,326-25%$670.9K$591.1K-$79.9K2026-10-15
LVW Advisors, LLC
INCREASED25,02119,677+5,344+27%$394.7K$588.7K+$194.0K2026-10-19
Portside Wealth Group, LLC
DECREASED24,75926,025-1,266-5%$522.1K$582.6K+$60.5K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED24,49719,719+4,778+24%$395.5K$576.4K+$180.8K2026-11-04
Key FInancial Inc
UNCHANGED24,26524,26500%$486.8K$571.0K+$84.2K2026-11-02
First Horizon Corp
INCREASED24,12918,521+5,608+30%$371.5K$567.8K+$196.2K2026-10-26
Sage Rhino Capital LLC
INCREASED23,92623,617+309+1%$473.8K$563.0K+$89.2K2026-10-28
Dynamic Advisor Solutions LLC
NEW22,979—+22,979——$540.7K—2026-10-13
HBK Sorce Advisory LLC
DECREASED22,71522,965-250-1%$515.3K$625.6K+$110.2K2026-11-06
Opal Wealth Advisors, LLC
NEW22,620—+22,620——$532.2K—2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED22,40527,080-4,675-17%$543.2K$527.2K-$16.0K2026-11-05
Somerset Trust Co
INCREASED22,03121,706+325+2%$435.4K$518.4K+$83.0K2026-10-13
Trust Point Inc.
INCREASED21,64317,367+4,276+25%$348.4K$509.3K+$160.9K2026-10-27
Third View Private Wealth, LLC
DECREASED21,47523,738-2,263-10%$476.2K$505.3K+$29.1K2026-10-30
Abacus Wealth Partners, LLC
INCREASED21,38120,579+802+4%$412.8K$503.1K+$90.3K2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED21,24921,289-400%$427.1K$500.0K+$72.9K2026-11-05
Merit Financial Group, LLC
DECREASED21,23621,323-870%$427.7K$499.7K+$72.0K2026-11-06
Twelve Points Wealth Management LLC
DECREASED20,69321,063-370-2%$422.5K$523.5K+$101.0K2026-11-03
Valeo Financial Advisors, LLC
INCREASED20,64418,183+2,461+14%$364.8K$485.8K+$121.0K2026-10-08
Rossby Financial, LCC
DECREASED20,63420,954-320-2%$420.3K$485.5K+$65.2K2026-11-05
Mission Wealth Management, LP
DECREASED20,54328,286-7,743-27%$567.4K$483.4K-$84.1K2026-10-15
Resonant Capital Advisors, LLC
INCREASED19,85619,668+188+1%$394.5K$467.2K+$72.7K2026-10-15
Gibbs Wealth Management
INCREASED19,47218,077+1,395+8%$362.6K$458.2K+$95.6K2026-10-22
Allworth Financial LP
INCREASED19,44816,170+3,278+20%$324.4K$390.1K+$65.8K2026-11-06
MGO One Seven LLC
INCREASED19,41615,817+3,599+23%$317.3K$456.8K+$139.6K2026-10-28
First Affirmative Financial Network
NEW19,387—+19,387——$456.2K—2026-10-21
Philip James Wealth Mangement, LLC
INCREASED19,08915,752+3,337+21%$316.0K$449.2K+$133.2K2026-10-27
Riversedge Advisors, LLC
INCREASED18,90214,759+4,143+28%$296.1K$444.8K+$148.7K2026-10-09
Xponance LLC
INCREASED18,89916,336+2,563+16%$327.7K$444.7K+$117.0K2026-11-03
Hardy Reed LLC
INCREASED18,21016,716+1,494+9%$335.3K$428.5K+$93.2K2026-11-06
Traveka Wealth, LLC
INCREASED18,18214,178+4,004+28%$284.4K$427.8K+$143.4K2026-10-19
Bahl & Gaynor LLC
NEW18,000—+18,000——$423.5K—2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED17,71917,426+293+2%$349.6K$416.9K+$67.4K2026-10-20
Visionary Wealth Advisors
NEW17,600—+17,600——$414.1K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED17,09617,216-120-1%$345.4K$402.3K+$56.9K2026-10-27
Integrated Advisors Network LLC
DECREASED16,85419,561-2,707-14%$392.4K$396.6K+$4.2K2026-10-20
Perigon Wealth Management, LLC
INCREASED16,85015,323+1,527+10%$307.4K$396.5K+$89.1K2026-10-22
SYM Financial Corp
INCREASED16,61114,311+2,300+16%$287.1K$390.9K+$103.8K2026-10-26
Searle & Co.
UNCHANGED16,50016,50000%$331.0K$388.2K+$57.3K2026-11-04
StoneX Group Inc.
NEW16,045—+16,045——$376.1K—2026-11-03
55 North Private Wealth, LLC
INCREASED15,70912,888+2,821+22%$258.5K$369.6K+$111.1K2026-10-20
Crestwood Advisors Group, LLC
INCREASED15,57813,919+1,659+12%$279.2K$366.6K+$87.3K2026-10-27
Certior Financial Group, LLC
INCREASED15,54715,313+234+2%$307.2K$365.8K+$58.6K2026-10-19
Leonteq Securities AG
DECREASED15,39521,298-5,903-28%$427.2K$362.2K-$65.0K2026-10-29
Chicago Capital, LLC
INCREASED15,31512,615+2,700+21%$253.1K$360.4K+$107.3K2026-10-13
Sowell Financial Services LLC
INCREASED14,21611,007+3,209+29%$220.8K$334.5K+$113.7K2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED14,12214,222-100-1%$285.3K$332.3K+$47.0K2026-11-02
Aljian Capital Management, LLC
UNCHANGED14,08514,08500%$282.5K$331.4K+$48.9K2026-10-28
Wedmont Private Capital
INCREASED13,63013,203+427+3%$275.3K$326.4K+$51.2K2026-10-09
Angeles Wealth Management, LLC
INCREASED13,00912,397+612+5%$248.7K$306.1K+$57.4K2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED12,99612,99600%$260.7K$305.8K+$45.1K2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED12,84212,838+4+0%$262.3K$302.2K+$39.9K2026-10-13
Norden Group LLC
DECREASED12,68913,156-467-4%$263.9K$298.6K+$34.7K2026-10-20
Axxcess Wealth Management, LLC
NEW12,572—+12,572——$295.8K—2026-10-21
Rosenberg Matthew Hamilton
INCREASED12,53410,883+1,651+15%$218.3K$294.9K+$76.6K2026-10-05
Gryphon Financial Partners LLC
DECREASED12,50612,632-126-1%$253.4K$294.3K+$40.9K2026-11-04
Florida Trust Wealth Management Co
INCREASED11,97411,951+23+0%$239.7K$281.7K+$42.0K2026-11-05
Ascent Group, LLC
DECREASED11,90115,213-3,312-22%$305.2K$280.0K-$25.1K2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED11,83711,493+344+3%$230.6K$278.5K+$48.0K2026-10-22
71 West Capital Partners
INCREASED11,75411,245+509+5%$225.6K$276.6K+$51.0K2026-11-04
Gallacher Capital Management LLC
DECREASED11,55218,503-6,951-38%$371.2K$271.8K-$99.3K2026-10-30
Cromwell Holdings LLC
UNCHANGED11,45511,45500%$229.8K$269.5K+$39.7K2026-10-28
Delta Financial Advisors LLC
DECREASED11,45011,800-350-3%$236.7K$269.4K+$32.7K2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED11,38012,758-1,378-11%$255.9K$267.8K+$11.8K2026-10-19
Canopy Partners, LLC
DECREASED11,36111,534-173-1%$231.4K$267.3K+$36.0K2026-10-28
Facet Wealth, Inc.
DECREASED11,26712,229-962-8%$245.3K$265.1K+$19.8K2026-11-04
Certuity, LLC
INCREASED10,94610,189+757+7%$204.4K$257.6K+$53.2K2026-11-02
Abundance Wealth Counselors
INCREASED10,86110,531+330+3%$211.3K$255.6K+$44.3K2026-10-26
Diversified Trust Co
INCREASED10,75610,331+425+4%$207.2K$253.1K+$45.9K2026-11-06
180 Wealth Advisors, LLC
DECREASED10,71311,091-378-3%$222.5K$252.1K+$29.6K2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED10,67510,67500%$214.1K$251.2K+$37.0K2026-10-14
Natixis
INCREASED10,56310,397+166+2%$208.6K$248.5K+$40.0K2026-11-06
Jacobi Capital Management LLC
INCREASED10,48810,471+17+0%$210.0K$246.8K+$36.7K2026-11-05
Meyer Handelman Co
UNCHANGED10,43510,43500%$209.3K$245.5K+$36.2K2026-10-28
Rothwell Investment Advisors, LLC
NEW10,411—+10,411——$245.0K—2026-11-06
Eagle Bay Advisors LLC
NEW10,254—+10,254——$241.3K—2026-10-16
Yousif Capital Management, LLC
UNCHANGED10,23110,23100%$205.2K$240.7K+$35.5K2026-10-22
Cypress Capital Group
NEW10,005—+10,005——$235.4K—2026-11-03
Gerber Kawasaki Wealth & Investment Management
NEW9,581—+9,581——$225.4K—2026-10-29
Trek Financial, LLC
NEW9,544—+9,544——$224.6K—2026-10-29
Balefire, LLC
NEW9,421—+9,421——$221.7K—2026-10-09
Avidian Wealth Enterprises, LLC
NEW9,301—+9,301——$218.8K—2026-10-08
D.A. Davidson & Co.
NEW9,008—+9,008——$212.0K—2026-10-28
Daymark Wealth Partners, LLC
NEW8,737—+8,737——$205.6K—2026-11-04
Heritage Family Offices, LLP
DECREASED8,43613,563-5,127-38%$272.1K$198.5K-$73.6K2026-11-02
UMB Bank, n.a.
DECREASED8,3168,437-121-1%$169.2K$195.7K+$26.4K2026-11-06
TD Private Client Wealth LLC
DECREASED7,89310,507-2,614-25%$210.8K$185.7K-$25.0K2026-10-28
Arlington Trust Co LLC
UNCHANGED7,3167,31600%$146.8K$172.1K+$25.4K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED7,0757,266-191-3%$145.8K$166.5K+$20.7K2026-11-04
Mather Group, Llc.
INCREASED6,0825,828+254+4%$116.9K$143.1K+$26.2K2026-10-14
American National Bank & Trust
DECREASED5,8606,640-780-12%$133.2K$137.9K+$4.7K2026-10-07
Maj Invest Holding A/S
UNCHANGED5,5005,50000%$110$129+$192026-10-27
Root Financial Partners, LLC
NEW4,915—+4,915——$115.7K—2026-10-21
Lanark Financial, Inc.
INCREASED4,9114,661+250+5%$93.5K$115.6K+$22.1K2026-10-26
Parkside Financial Bank & Trust
INCREASED4,7763,447+1,329+39%$69.1K$112.4K+$43.2K2026-10-27
Hilltop National Bank
UNCHANGED4,7764,77600%$95.8K$112.4K+$16.6K2026-10-14
V-Square Quantitative Management LLC
UNCHANGED4,7264,72600%$94.8K$111.2K+$16.4K2026-10-15
IFP Advisors, Inc
DECREASED4,6056,720-2,115-31%$134.8K$108.4K-$26.4K2026-10-16
Trust Co of Vermont
UNCHANGED4,5004,50000%$90.3K$105.9K+$15.6K2026-10-21
Owl Creek Wealth Partners LLC
INCREASED4,3793,589+790+22%$72.0K$103.0K+$31.0K2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED4,0014,00100%$80.3K$94.1K+$13.9K2026-10-22
Salomon & Ludwin, LLC
INCREASED3,9942,451+1,543+63%$49.5K$94.0K+$44.4K2026-10-29
Bayforest Capital Ltd
NEW3,880—+3,880——$91.3K—2026-11-03
Private Trust Co NA
INCREASED3,8193,387+432+13%$67.9K$89.9K+$21.9K2026-10-20
Cape Investment Advisory, Inc.
DECREASED3,7874,051-264-7%$81.3K$89.1K+$7.8K2026-10-13
Grove Bank & Trust
DECREASED3,7804,488-708-16%$90.0K$88.9K-$1.1K2026-10-08
Ares Financial Consulting, LLC
UNCHANGED3,4853,48500%$69.9K$82.0K+$12.1K2026-10-19
MTM Investment Management, LLC
INCREASED3,460460+3,000+652%$9.2K$81.4K+$72.2K2026-10-30
Manchester Capital Management LLC
DECREASED3,4163,430-140%$68.8K$80.4K+$11.6K2026-10-22
James T. Borello RIA
INCREASED3,3573,077+280+9%$61.7K$79.0K+$17.3K2026-10-16
SJS Investment Consulting Inc.
INCREASED2,9582,328+630+27%$46.7K$69.6K+$22.9K2026-10-26
Westside Investment Management, Inc.
UNCHANGED2,8602,86000%$57.4K$68.1K+$10.8K2026-11-02
True Wealth Design, LLC
DECREASED2,7422,867-125-4%$57.5K$64.5K+$7.0K2026-10-13
First Command Advisory Services, Inc.
INCREASED2,614626+1,988+318%$12.6K$61.5K+$48.9K2026-11-05
Community Bank, N.A.
UNCHANGED2,5902,59000%$51.9K$60.9K+$9.0K2026-11-06
Golden State Wealth Management, LLC
DECREASED2,3712,421-50-2%$48.6K$55.8K+$7.2K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,3406,272-3,932-63%$125.8K$55.1K-$70.7K2026-10-14
Nisa Investment Advisors, LLC
INCREASED2,3061,982+324+16%$39.8K$54.3K+$14.5K2026-10-20
Ameliora Wealth Management Ltd.
UNCHANGED2,2002,20000%$44.1K$51.8K+$7.6K2026-10-23
Eastern Bank
DECREASED2,1022,104-20%$42.2K$49.5K+$7.3K2026-10-05
Larson Financial Group LLC
INCREASED2,0631,207+856+71%$24.2K$48.5K+$24.3K2026-11-05
Fairscale Capital, LLC
UNCHANGED1,9881,98800%$39.9K$50.3K+$10.4K2026-11-04
Fortitude Family Office, LLC
INCREASED1,9121,810+102+6%$36.3K$45.0K+$8.7K2026-10-14
GK Wealth Management LLC
NEW1,910—+1,910——$44.9K—2026-10-09
Financial Consulate, Inc
INCREASED1,8421,331+511+38%$26.7K$43.3K+$16.6K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED1,8111,397+414+30%$28.0K$42.6K+$14.6K2026-10-20
Central Trust Co
UNCHANGED1,6761,67600%$33.6K$39.4K+$5.8K2026-11-05
Highline Wealth Partners LLC
INCREASED1,6671,167+500+43%$23.4K$39.2K+$15.8K2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED1,5641,56400%$31.4K$36.8K+$5.4K2026-10-21
Latitude Advisors, LLC
NEW1,530—+1,530——$36.0K—2026-10-27
JFS Wealth Advisors, LLC
INCREASED1,5221,510+12+1%$30.3K$35.8K+$5.5K2026-11-03
Trust Co of Toledo NA
UNCHANGED1,5061,50600%$30.2K$35.4K+$5.2K2026-10-16
Zions Bancorporation, National Association
DECREASED1,4851,623-138-8%$32.6K$34.9K+$2.4K2026-11-06
Proathlete Wealth Management LLC
NEW1,434—+1,434——$33.7K—2026-10-15
West Paces Advisors Inc.
INCREASED1,394159+1,235+777%$3.2K$32.8K+$29.6K2026-10-13
West Financial Advisors, LLC
NEW1,379—+1,379——$32.4K—2026-10-22
Country Trust Bank
INCREASED1,3791,171+208+18%$23.5K$32.4K+$9.0K2026-10-30
University of Texas S AM Investment Management Co
UNCHANGED1,3751,37500%$27.6K$32.5K+$4.9K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED1,3451,34500%$27.0K$31.6K+$4.7K2026-10-13
Retirement Wealth Solutions LLC
INCREASED1,316482+834+173%$9.7K$31.0K+$21.3K2026-10-07
General Partner, Inc.
UNCHANGED1,2451,24500%$25.0K$29.3K+$4.3K2026-10-05
Financial Management Professionals, Inc.
DECREASED1,2421,908-666-35%$38.3K$29.2K-$9.1K2026-10-23
Signature Equity Partners, LLC
INCREASED1,2001,032+168+16%$20.7K$28.2K+$7.5K2026-10-29
Essential Partners LLC
INCREASED1,133268+865+323%$5.4K$26.7K+$21.3K2026-10-14
Bare Financial Services, Inc
INCREASED1,095911+184+20%$18.3K$25.8K+$7.5K2026-11-04
Elyxium Wealth, LLC
NEW1,018—+1,018——$24.0K—2026-10-27
CoreCap Advisors, LLC
INCREASED1,00015+985+6567%$301$23.5K+$23.2K2026-10-08
Addison Advisors LLC
INCREASED994905+89+10%$18.2K$23.4K+$5.2K2026-11-06
Asset Dedication, LLC
DECREASED985995-10-1%$20.0K$23.2K+$3.2K2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED93593500%$18.8K$22.0K+$3.2K2026-10-30
North Star Investment Management Corp.
INCREASED919918+1+0%$18.4K$21.6K+$3.2K2026-10-27
Advocate Investing Services LLC
INCREASED883845+38+5%$17.0K$20.8K+$3.8K2026-10-26
Gilpin Wealth Management, LLC
NEW847—+847——$19.9K—2026-10-09
Cherry Tree Wealth Management, LLC
UNCHANGED82582500%$16.6K$19.4K+$2.9K2026-10-15
Maseco LLP
UNCHANGED81581500%$16.3K$19.2K+$2.8K2026-10-27
High Note Wealth, LLC
UNCHANGED78878800%$15.8K$18.5K+$2.7K2026-10-27
Oakworth Capital, Inc.
INCREASED766650+116+18%$13.0K$18.0K+$5.0K2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED76576500%$15.3K$18.0K+$2.7K2026-11-02
Farmers & Merchants Investments Inc
UNCHANGED76076000%$15.2K$17.9K+$2.6K2026-10-22
Bell Investment Advisors, Inc
DECREASED752791-39-5%$15.9K$17.7K+$1.8K2026-10-29
Creative Financial Designs Inc
INCREASED735724+11+2%$14.5K$17.3K+$2.8K2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED7175,420-4,703-87%$108.7K$16.9K-$91.9K2026-10-29
Ascentis Wealth Management, LLC
INCREASED705382+323+85%$7.7K$16.6K+$8.9K2026-11-03
Spire Wealth Management
UNCHANGED67567500%$13.5K$15.9K+$2.3K2026-10-30
Silver Grove Financial Group, Inc.
DECREASED651828-177-21%$16.6K$15.3K-$1.3K2026-11-05
City State Bank
NEW649—+649——$15.3K—2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED60060000%$12.0K$14.1K+$2.1K2026-10-16
IFS Advisors, LLC
UNCHANGED59059000%$11.8K$13.9K+$2.0K2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED575557+18+3%$11.2K$13.5K+$2.4K2026-10-27
Valued Wealth Advisors LLC
UNCHANGED57557500%$11.5K$13.5K+$2.0K2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED56056000%$11.2K$13.2K+$1.9K2026-10-07
Acumen Wealth Advisors, LLC
INCREASED541304+237+78%$6.1K$12.7K+$6.6K2026-11-05
Montag A & Associates Inc
INCREASED534310+224+72%$6.2K$12.6K+$6.3K2026-10-29
CKW Financial Group
UNCHANGED50050000%$10.0K$12-$10.0K2026-10-29
Triumph Capital Management
INCREASED485378+107+28%$7.6K$11.4K+$3.8K2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED45845800%$9.2K$10.8K+$1.6K2026-10-22
Albion Financial Group
UNCHANGED45045000%$9.0K$10.6K+$1.6K2026-10-21
Winch Advisory Services, LLC
UNCHANGED44844800%$9.0K$10.5K+$1.6K2026-11-06
Fairman Group, LLC
UNCHANGED35235200%$7.1K$8.3K+$1.2K2026-10-26
UMB Private Wealth Management, LLC
NEW350—+350——$8.2K—2026-10-19
Livelsberger Financial Advisory
NEW343—+343——$8.1K—2026-10-28
Archer Investment Corp
UNCHANGED28528500%$5.7K$6.7K+$9892026-11-05
Planning Strategies Inc.
NEW265—+265——$6.2K—2026-10-02
Moisand Fitzgerald Tamayo, LLC
NEW263—+263——$6.2K—2026-10-15
Tompkins Financial Corp
UNCHANGED25025000%$5.0K$5.9K+$8682026-10-05
American Capital Advisory, LLC
INCREASED247122+125+102%$2.4K$5.8K+$3.4K2026-10-28
Jcic Asset Management Inc.
DECREASED235131,273-131,038-100%$2.7M$5.5K-$2.7M2026-10-30
CX Institutional
DECREASED234473-239-51%$9$6-$32026-10-02
Brown, Lisle Ings, Inc.
DECREASED233264-31-12%$5.3K$5.5K+$1862026-10-16
Markowski Investments
UNCHANGED23123100%$4.6K$5.4K+$8012026-10-30
MV Capital Management, Inc.
INCREASED21695+121+127%$1.9K$5.1K+$3.2K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED216284-68-24%$5.7K$5.1K-$6152026-10-28
Tounjian Advisory Partners, LLC
UNCHANGED19619600%$3.9K$4.6K+$6812026-11-04
Abound Wealth Management
UNCHANGED19019000%$3.8K$4.5K+$6592026-10-26
Coston, McIsaac & Partners
UNCHANGED19019000%$3$4.5K+$4.5K2026-11-06
Birch Financial Group, LLC
NEW182—+182——$4.3K—2026-10-27
Nemes Rush Group LLC
UNCHANGED16516500%$3.3K$3.9K+$5722026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED16016000%$3.2K$3.8K+$5552026-10-13
DecisionPoint Financial, LLC
UNCHANGED16016000%$3.2K$3.8K+$5252026-10-27
Granite FO LLC
UNCHANGED16016000%$3.2K$3.8K+$5552026-10-14
Ascentis Independent Advisors
NEW135—+135——$3.2K—2026-11-03
Balance Wealth Partners LLC
NEW133—+133——$3.1K—2026-10-27
Avion Wealth
UNCHANGED13113100%$2$3+$12026-11-04
Elevated Capital Advisors, LLC
UNCHANGED11511500%$2.3K$2.7K+$3992026-11-04
WPG Advisers, LLC
UNCHANGED11511500%$2.3K$2.7K+$3992026-10-27
Breakwater Investment Management
INCREASED10942+67+160%$843$2.6K+$1.7K2026-10-20
Toth Financial Advisory Corp
UNCHANGED10710700%$2.1K$2.5K+$3712026-10-08
Rachor Investment Advisory Services, LLC
UNCHANGED10010000%$2.0K$2.4K+$3472026-10-29
Wolff Wiese Magana LLC
UNCHANGED10010000%$2.0K$2.4K+$3472026-10-15
Godsey & Gibb, Inc
INCREASED9875+23+31%$1.5K$2.3K+$8012026-10-14
Horizon Financial Services, LLC
DECREASED81285-204-72%$5.7K$1.9K-$3.8K2026-11-04
Byrne Asset Management LLC
UNCHANGED808000%$1.6K$1.9K+$2742026-10-06
Monetary Solutions, Ltd
INCREASED7749+28+57%$983$1.8K+$8292026-10-22
Nfsg Corp
UNCHANGED717100%$1.4K$1.7K+$2452026-10-15
Transce3nd, LLC
NEW70—+70——$1.8K—2026-10-26
Carolina Wealth Advisors, LLC
NEW68—+68——$1.6K—2026-10-23
Wilmington Savings Fund Society, FSB
NEW57—+57——$1.3K—2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED565600%$1.1K$1.3K+$1942026-10-15
Boyd Watterson Asset Management LLC
UNCHANGED505000%$1.0K$1.2K+$1732026-11-06
Noble Wealth Management PBC
UNCHANGED474700%$943$1.1K+$1632026-10-01
Downshift Financial, LLC
UNCHANGED383800%$762$894+$1322026-10-13
Entrust Financial LLC
NEW36—+36——$848—2026-11-04
Nvest Wealth Strategies, Inc.
INCREASED3417+17+100%$342$802+$4602026-10-14
Mosley Wealth Management
UNCHANGED343400%$682$839+$1572026-10-16
Contravisory Investment Management, Inc.
NEW30—+30——$706—2026-10-13
Trust Co
UNCHANGED272700%$542$635+$932026-10-09
Kingdom Financial Group Llc.
DECREASED2630-4-13%$606$617+$112026-11-04
Davis Capital Management
NEW25—+25——$588—2026-10-08
Blume Capital Management, Inc.
NEW21—+21——$495—2026-10-26
Nvwm, LLC
INCREASED219+12+133%$181$494+$3132026-10-14
Richardson Financial Services Inc.
UNCHANGED202000%$401$471+$702026-10-30
Strengthening Families & Communities, LLC
UNCHANGED101000%$203$238+$352026-10-21
Valley National Advisers Inc
NEW6—+6——$142—2026-10-23
Decker Retirement Planning Inc.
NEW2—+2——$47—2026-10-19
Assenagon Asset Management S.A.
CLOSED0216,802-216,802-100%$4.3M$0-$4.3M2026-10-15
One Wealth Capital Management, LLC
CLOSED023,855-23,855-100%$478.5K$0-$478.5K2026-10-23
Seed Wealth Management, Inc.
CLOSED019,625-19,625-100%$393.7K$0-$393.7K2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED013,563-13,563-100%$272.1K$0-$272.1K2026-10-27
South Shore Capital Advisors
CLOSED012,998-12,998-100%$260.7K$0-$260.7K2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED012,660-12,660-100%$254.0K$0-$254.0K2026-10-09
Kingswood Wealth Advisors, LLC
CLOSED011,975-11,975-100%$240.2K$0-$240.2K2026-10-23
Center For Asset Management LLC
CLOSED010,327-10,327-100%$207.2K$0-$207.2K2026-10-16
Institute for Wealth Management, Llc.
CLOSED04,212-4,212-100%$84.5K$0-$84.5K2026-11-06
Pittenger & Anderson Inc
CLOSED02,265-2,265-100%$45.4K$0-$45.4K2026-11-02
Founders Capital Management
CLOSED02,005-2,005-100%$40.2K$0-$40.2K2026-10-13
Wellington Grp LLC
CLOSED01,350-1,350-100%$27.9K$0-$27.9K2026-11-06
Tsfg, LLC
CLOSED01,100-1,100-100%$22.0K$0-$22.0K2026-10-23
Robinswood Financial LLC
CLOSED0835-835-100%$16.8K$0-$16.8K2026-10-20
Vestor Capital, LLC
CLOSED0824-824-100%$97$0-$972026-11-04
AdvisorNet Financial, Inc
CLOSED0573-573-100%$11.5K$0-$11.5K2026-10-15
NBT Bank, N.A.
CLOSED0571-571-100%$11.5K$0-$11.5K2026-10-21
J.Safra Asset Management Corp
CLOSED0559-559-100%$11.2K$0-$11.2K2026-11-03
City Holding Co
CLOSED0458-458-100%$9.2K$0-$9.2K2026-10-19
Cornerstone Planning Group LLC
CLOSED0454-454-100%$9.5K$0-$9.5K2026-10-16
Salem Investment Counselors Inc
CLOSED0345-345-100%$6.9K$0-$6.9K2026-10-13
Whipplewood Advisors, LLC
CLOSED0250-250-100%$5.0K$0-$5.0K2026-10-20
Deutsche Bank Ag\
CLOSED0234-234-100%$4.7K$0-$4.7K2026-11-06
Yankcom Partnership
CLOSED0115-115-100%$2.3K$0-$2.3K2026-10-15
Stone House Investment Management, LLC
CLOSED080-80-100%$1.6K$0-$1.6K2026-10-23
Southern Michigan Bank & Trust
CLOSED068-68-100%$1.5K$0-$1.5K2026-10-19
Mascoma Wealth Management LLC
CLOSED055-55-100%$1.1K$0-$1.1K2026-10-23
Trifecta Capital Advisors, LLC
CLOSED050-50-100%$1.0K$0-$1.0K2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED037-37-100%$753$0-$7532026-10-16
Smallwood Wealth Investment Management, LLC
CLOSED010-10-100%$200$0-$2002026-10-30
Atwood & Palmer Inc
CLOSED05-5-100%$101$0-$1012026-10-08
Concord Wealth Partners
UNCHANGED000—$4$4$02026-11-02
Primecap Management Co
N/A—59,603,230-59,603,230-100%$1.2B———
Aristotle Capital Management, LLC
N/A—41,272,268-41,272,268-100%$827.9M———
Morgan Stanley
N/A—23,462,087-23,462,087-100%$470.6M———
Bank of America Corp
N/A—14,461,700-14,461,700-100%$290.1M———
BlackRock, Inc.
N/A—9,409,536-9,409,536-100%$188.8M———
Goldman Sachs Group Inc
N/A—8,780,562-8,780,562-100%$176.1M———
Capital International Investors
N/A—7,654,498-7,654,498-100%$156.4M———
Contrarius Group Holdings Ltd
N/A—6,899,554-6,899,554-100%$138.4M———
Northern Trust Corp
N/A—6,861,067-6,861,067-100%$137.6M———
Royal Bank of Canada
N/A—6,633,573-6,633,573-100%$133.1M———
Harding Loevner LP
N/A—6,468,686-6,468,686-100%$139.5M———
Natixis Advisors, LLC
N/A—5,530,551-5,530,551-100%$110.9M———
Gabelli Funds LLC
N/A—5,030,691-5,030,691-100%$100.9M———
Capital World Investors
N/A—4,989,355-4,989,355-100%$100.1M———
Envestnet Asset Management Inc
N/A—4,969,375-4,969,375-100%$99.7M———
FMR LLC
N/A—4,863,244-4,863,244-100%$97.6M———
Jones Financial Companies Lllp
N/A—4,762,172-4,762,172-100%$93.9M———
Arrowstreet Capital, Limited Partnership
N/A—4,556,802-4,556,802-100%$91.4M———
Gamco Investors, Inc. ET AL
N/A—4,498,717-4,498,717-100%$90.2M———
WCM Investment Management, LLC
N/A—4,329,142-4,329,142-100%$88.4M———
UBS Group AG
N/A—3,974,727-3,974,727-100%$79.7M———
Ameriprise Financial Inc
N/A—3,324,015-3,324,015-100%$66.9M———
Clearbridge Investments, LLC
N/A—3,099,508-3,099,508-100%$62.2M———
Wells Fargo & Company
N/A—2,964,116-2,964,116-100%$59.5M———
SEI Investments Co
N/A—2,790,486-2,790,486-100%$56.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,669,605-2,669,605-100%$53.6M———
Citadel Advisors LLC
N/A—2,552,757-2,552,757-100%$51.2M———
DV Equities, LLC
N/A—2,529,344-2,529,344-100%$50.7M———
JPMorgan Chase & Co
N/A—2,339,022-2,339,022-100%$47.8M———
Alberta Investment Management Corp
N/A—1,993,000-1,993,000-100%$40.0M———
CIBC Bancorp USA Inc.
N/A—1,905,322-1,905,322-100%$38.2M———
Raymond James Financial Inc
N/A—1,885,236-1,885,236-100%$37.8M———
Balyasny Asset Management L.P.
N/A—1,572,706-1,572,706-100%$31.5M———
UBS Asset Management Americas LLC
N/A—1,358,175-1,358,175-100%$27.2M———
American Century Companies Inc
N/A—1,213,565-1,213,565-100%$24.3M———
AQR Capital Management LLC
N/A—1,189,648-1,189,648-100%$23.9M———
Quantinno Capital Management LP
N/A—1,079,818-1,079,818-100%$21.7M———
Massachusetts Financial Services Co
N/A—1,077,334-1,077,334-100%$21.6M———
Charles Schwab Investment Management Inc
N/A—1,052,300-1,052,300-100%$21.1M———
Stifel Financial Corp
N/A—1,034,437-1,034,437-100%$20.8M———
Long Focus Capital Management, LLC
N/A—960,000-960,000-100%$19.3M———
Susquehanna International Group, LLP
N/A—945,811-945,811-100%$19.0M———
Martin Investment Management, LLC
N/A—869,290-869,290-100%$17.4M———
Clark Estates Inc
N/A—825,000-825,000-100%$16.5M———
LMR Partners LLP
N/A—821,700-821,700-100%$16.5M———
Cerity Partners LLC
N/A—795,617-795,617-100%$16.0M———
Invesco Ltd.
N/A—795,130-795,130-100%$16.0M———
Public Employees Retirement System of Ohio
N/A—759,221-759,221-100%$15.2M———
Rockefeller Capital Management L.P.
N/A—758,249-758,249-100%$15.2M———
Thornburg Investment Management Inc
N/A—749,018-749,018-100%$15.0M———
Foresight Global Investors, Inc.
N/A—740,300-740,300-100%$14.9M———
O'shaughnessy Asset Management, LLC
N/A—739,737-739,737-100%$14.8M———
Lathrop Investment Management Co
N/A—608,661-608,661-100%$12.2M———
Bank of Montreal
N/A—588,459-588,459-100%$11.8M———
Rock Point Advisors, LLC
N/A—576,957-576,957-100%$11.6M———
BNP Paribas Financial Markets
N/A—568,503-568,503-100%$11.4M———
Norges Bank
N/A—538,250-538,250-100%$10.8M———
Alight Capital Management LP
N/A—516,432-516,432-100%$10.4M———
XY Capital Ltd
N/A—510,791-510,791-100%$10.2M———
Wellington Management Group LLP
N/A—510,066-510,066-100%$10.2M———
Silvercrest Asset Management Group LLC
N/A—505,405-505,405-100%$10.1M———
Bcwm, LLC
N/A—500,469-500,469-100%$10.0M———
New York State Common Retirement Fund
N/A—487,650-487,650-100%$9.8M———
Old Mission Capital LLC
N/A—485,381-485,381-100%$9.7M———
D. E. Shaw & Co., Inc.
N/A—451,116-451,116-100%$9.0M———
Rathbones Group PLC
N/A—449,697-449,697-100%$9.0M———
Quinn Opportunity Partners LLC
N/A—430,000-430,000-100%$8.6M———
Millennium Management LLC
N/A—429,825-429,825-100%$8.6M———
Walleye Capital LLC
N/A—418,018-418,018-100%$8.4M———
Pathstone Holdings, LLC
N/A—413,043-413,043-100%$8.3M———
Ramirez Asset Management, Inc.
N/A—404,325-404,325-100%$8.1M———
Qube Research & Technologies Ltd
N/A—404,200-404,200-100%$8.1M———
Mariner, LLC
N/A—380,427-380,427-100%$7.6M———
QRG Capital Management, Inc.
N/A—376,923-376,923-100%$7.6M———
Boston Partners
N/A—371,412-371,412-100%$7.5M———
Pinnacle Financial Partners, Inc.
N/A—343,081-343,081-100%$6.9M———
Cetera Investment Advisers
N/A—336,423-336,423-100%$6.7M———
Focus Partners Wealth
N/A—329,098-329,098-100%$6.6M———
Captrust Financial Advisors
N/A—322,802-322,802-100%$6.5M———
Vanguard Personalized Indexing Management, LLC
N/A—307,691-307,691-100%$6.2M———
HRT Financial LP
N/A—305,534-305,534-100%$6.1M———
SouthState Bank Corp
N/A—303,862-303,862-100%$6.1M———
MML Investors Services, LLC
N/A—303,134-303,134-100%$6.1M———
Nuveen, LLC
N/A—294,879-294,879-100%$5.9M———
1832 Asset Management L.P.
N/A—292,868-292,868-100%$5.9M———
Renaissance Group LLC
N/A—283,531-283,531-100%$5.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—281,481-281,481-100%$5.6M———
American Trust Investment Advisors, LLC
N/A—267,579-267,579-100%$5.4M———
Vestmark Advisory Solutions, Inc.
N/A—264,233-264,233-100%$5.3M———
Scotia Capital Inc.
N/A—263,844-263,844-100%$5.3M———
SIT Investment Associates Inc
N/A—263,110-263,110-100%$5.3M———
Neuberger Berman Group LLC
N/A—261,648-261,648-100%$5.2M———
Osaic Holdings, Inc.
N/A—259,600-259,600-100%$5.2M———
Stamos Capital Partners, L.P.
N/A—256,015-256,015-100%$5.1M———
Tocqueville Asset Management L.P.
N/A—254,800-254,800-100%$5.1M———
SIH Partners, Lllp
N/A—251,777-251,777-100%$5.1M———
Callan Family Office, LLC
N/A—248,316-248,316-100%$5.0M———
Longaeva Partners L.P.
N/A—247,771-247,771-100%$5.0M———
Orion Porfolio Solutions, LLC
N/A—238,414-238,414-100%$4.8M———
Price T Rowe Associates Inc
N/A—238,070-238,070-100%$4.8M———
Hantz Financial Services, Inc.
N/A—236,196-236,196-100%$4.7M———
Waverly Advisors, LLC
N/A—235,064-235,064-100%$4.7M———
Two Sigma Investments, LP
N/A—227,337-227,337-100%$4.6M———
Sanctuary Advisors, LLC
N/A—224,095-224,095-100%$4.5M———
HighTower Advisors, LLC
N/A—221,058-221,058-100%$4.4M———
Timber Creek Capital Management LLC
N/A—208,687-208,687-100%$4.2M———
Mercer Global Advisors Inc
N/A—202,497-202,497-100%$4.1M———
Humankind Investments LLC
N/A—202,195-202,195-100%$4.1M———
Partners Group Holding AG
N/A—194,300-194,300-100%$3.9M———
NewEdge Wealth, LLC
N/A—193,607-193,607-100%$3.9M———
&partners
N/A—186,365-186,365-100%$3.7M———
Aperture Investors, LLC
N/A—179,731-179,731-100%$3.6M———
M&T Bank Corp
N/A—178,758-178,758-100%$3.6M———
Vident Advisory, LLC
N/A—176,795-176,795-100%$3.5M———
CIBC World Market Inc.
N/A—171,282-171,282-100%$3.4M———
Naviter Wealth, LLC
N/A—162,060-162,060-100%$3.3M———
Lazard Asset Management LLC
N/A—159,597-159,597-100%$3.2M———
BTC Capital Management, Inc.
N/A—157,357-157,357-100%$3.2M———
Oxbow Advisors, LLC
N/A—147,977-147,977-100%$3.0M———
SG Americas Securities, LLC
N/A—146,416-146,416-100%$2.9M———
First Trust Advisors LP
N/A—144,899-144,899-100%$2.9M———
Bessemer Group Inc
N/A—141,324-141,324-100%$2.8M———
Janney Montgomery Scott LLC
N/A—133,948-133,948-100%$2.7M———
Capital International, Inc.
N/A—133,153-133,153-100%$2.7M———
State Street Corp
N/A—130,517-130,517-100%$2.6M———
DRW Securities, LLC
N/A—126,457-126,457-100%$2.5M———
Federation des caisses Desjardins du Quebec
N/A—124,682-124,682-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—123,969-123,969-100%$2.5M———
Capital Fund Management S.A.
N/A—123,804-123,804-100%$2.5M———
Rhumbline Advisers
N/A—120,403-120,403-100%$2.4M———
Benjamin Edwards Inc
N/A—118,174-118,174-100%$2.4M———
Franklin Resources Inc
N/A—115,458-115,458-100%$2.3M———
Virtu Financial LLC
N/A—111,332-111,332-100%$2.2M———
J. Goldman & Co LP
N/A—107,619-107,619-100%$2.2M———
IEQ Capital, LLC
N/A—105,623-105,623-100%$2.1M———
Northwestern Mutual Wealth Management Co
N/A—102,476-102,476-100%$2.1M———
Caprock Group, LLC
N/A—100,230-100,230-100%$2.0M———
Ravenswood Partners LP
N/A—97,559-97,559-100%$2.0M———
Summit Trail Advisors, LLC
N/A—92,780-92,780-100%$1.9M———
Walleye Trading LLC
N/A—92,404-92,404-100%$1.9M———
First Manhattan Co. Llc.
N/A—85,175-85,175-100%$1.7M———
NewEdge Advisors, LLC
N/A—82,516-82,516-100%$1.7M———
United Capital Financial Advisors, LLC
N/A—81,293-81,293-100%$1.6M———
Blueshift Asset Management, LLC
N/A—81,030-81,030-100%$1.6M———
Bleakley Financial Group, LLC
N/A—79,595-79,595-100%$1.6M———
Madison Asset Management, LLC
N/A—79,324-79,324-100%$1.6M———
Glenmede Trust Co NA
N/A—76,293-76,293-100%$1.5M———
Ballentine Partners, LLC
N/A—75,978-75,978-100%$1.5M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—75,118-75,118-100%$1.5M———
Limestone Investment Advisors LP
N/A—75,000-75,000-100%$1.5M———
Peak6 LLC
N/A—73,882-73,882-100%$1.5M———
Squarepoint Ops LLC
N/A—72,913-72,913-100%$1.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—72,240-72,240-100%$1.4M———
MAI Capital Management
N/A—72,197-72,197-100%$1.4M———
Figure 8 Investment Strategies LLC
N/A—70,563-70,563-100%$1.4M———
LHM, Inc.
N/A—69,231-69,231-100%$1.4M———
Alliancebernstein L.P.
N/A—68,827-68,827-100%$1.4M———
17 Capital Partners, LLC
N/A—66,110-66,110-100%$1.3M———
Arax Advisory Partners
N/A—64,330-64,330-100%$1.3M———
Raelipskie Partnership
N/A—61,738-61,738-100%$1.2M———
DLD Asset Management, LP
N/A—60,614-60,614-100%$1.2M———
XTX Topco Ltd
N/A—59,857-59,857-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—59,806-59,806-100%$1.2M———
Qtron Investments LLC
N/A—59,471-59,471-100%$1.2M———
S&CO Inc
N/A—55,000-55,000-100%$1.1M———
Havemeyer Place LP
N/A—53,746-53,746-100%$1.1M———
Smartleaf Asset Management LLC
N/A—53,512-53,512-100%$1.1M———
EP Wealth Advisors, LLC
N/A—52,779-52,779-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—52,532-52,532-100%$1.1M———
Syon Capital LLC
N/A—52,503-52,503-100%$1.1M———
Intrust Bank NA
N/A—52,074-52,074-100%$1.0M———
Prosperity Consulting Group, LLC
N/A—51,655-51,655-100%$1.0M———
Snowden Capital Advisors LLC
N/A—51,475-51,475-100%$1.0M———
Ellevest, Inc.
N/A—50,982-50,982-100%$1.1M———
Centiva Capital, LP
N/A—50,000-50,000-100%$1.0M———
Sunstone Asset Management, LP
N/A—49,626-49,626-100%$995.5K———
Twin Tree Management, LP
N/A—48,659-48,659-100%$976.1K———
Global Retirement Partners, LLC
N/A—45,476-45,476-100%$912.2K———
Future Fund LLC
N/A—45,467-45,467-100%$912.1K———
Hancock Whitney Corp
N/A—44,928-44,928-100%$901.3K———
Composition Wealth, LLC
N/A—44,001-44,001-100%$882.7K———
ESL Trust Services, LLC
N/A—43,000-43,000-100%$862.6K———
Earnest Partners LLC
N/A—40,864-40,864-100%$819.7K———
Marex Group Ltd
N/A—40,610-40,610-100%$814.6K———
Caption Management, LLC
N/A—40,500-40,500-100%$812.4K———
Trustmark Bank Trust Department
N/A—39,783-39,783-100%$798.0K———
Venturi Wealth Management, LLC
N/A—38,627-38,627-100%$774.9K———
Altshuler Shaham Ltd
N/A—37,400-37,400-100%$750.2K———
Gabelli & Co Investment Advisers, Inc.
N/A—37,065-37,065-100%$743.5K———
Wealth Alliance, LLC
N/A—34,914-34,914-100%$700.4K———
Advisors Asset Management, Inc.
N/A—34,627-34,627-100%$694.6K———
Jane Street Group, LLC
N/A—34,607-34,607-100%$694.2K———
Wealthspire Advisors, LLC
N/A—33,016-33,016-100%$662.3K———
PCM Encore, LLC
N/A—32,739-32,739-100%$656.7K———
Fiduciary Trust Co
N/A—32,620-32,620-100%$654.4K———
Farley Capital L.P.
N/A—32,350-32,350-100%$648.9K———
Steward Partners Investment Advisory, LLC
N/A—31,742-31,742-100%$636.7K———
Brasada Capital Management, LP
N/A—30,749-30,749-100%$616.8K———
Allianz SE
N/A—30,650-30,650-100%$614.8K———
Blair William & Co
N/A—30,266-30,266-100%$607.1K———
Menora Mivtachim Holdings Ltd.
N/A—30,000-30,000-100%$601.8K———
Strategic Investment Advisors / MI
N/A—29,974-29,974-100%$601.3K———
Sivia Capital Partners, LLC
N/A—29,251-29,251-100%$586.8K———
Itau Unibanco Holding S.A.
N/A—29,000-29,000-100%$581.7K———
Private Advisor Group, LLC
N/A—28,949-28,949-100%$580.7K———
Focus Partners Advisor Solutions, LLC
N/A—28,924-28,924-100%$580.3K———
Checchi Capital Advisers, LLC
N/A—28,666-28,666-100%$575.0K———
Guggenheim Capital LLC
N/A—28,620-28,620-100%$574.1K———
Brown Advisory Inc
N/A—28,514-28,514-100%$572.0K———
FOX RUN Management, L.L.C.
N/A—28,151-28,151-100%$564.7K———
Lyrical Asset Management LP
N/A—28,045-28,045-100%$562.6K———
One Wealth Advisors, LLC
N/A—27,891-27,891-100%$559.5K———
Minneapolis Portfolio Management Group, LLC
N/A—27,480-27,480-100%$551.2K———
Evolve Private Wealth, LLC
N/A—27,359-27,359-100%$548.8K———
World Investment Advisors
N/A—27,218-27,218-100%$558.9K———
Bridgewater Advisors Inc.
N/A—27,115-27,115-100%$613.6K———
Basecamp Wealth Advisors LLC
N/A—26,455-26,455-100%$530.7K———
Jupiter Topco LLC
N/A—26,218-26,218-100%$525.8K———
Savvy Advisors, Inc.
N/A—26,108-26,108-100%$523.7K———
Integrated Wealth Concepts LLC
N/A—26,033-26,033-100%$522.2K———
Independent Advisor Alliance
N/A—25,357-25,357-100%$508.7K———
Pitcairn Wealth Advisors LLC
N/A—25,213-25,213-100%$505.8K———
BSW Wealth Partners
N/A—25,030-25,030-100%$502.1K———
Massar Capital Management, LP
N/A—24,409-24,409-100%$489.6K———
Envestnet Portfolio Solutions, Inc.
N/A—24,092-24,092-100%$483.3K———
Rehmann Capital Advisory Group
N/A—23,092-23,092-100%$466.1K———
Summitry LLC
N/A—23,035-23,035-100%$462.1K———
West Family Investments, Inc.
N/A—22,918-22,918-100%$459.7K———
IHT Wealth Management, LLC
N/A—22,709-22,709-100%$455.5K———
Coldstream Capital Management Inc
N/A—22,552-22,552-100%$452.4K———
Flputnam Investment Management Co
N/A—22,459-22,459-100%$450.5K———
Intesa Sanpaolo S.p.A.
N/A—22,409-22,409-100%$449.5K———
London Co of Virginia
N/A—22,000-22,000-100%$441.3K———
Strategic Global Advisors, LLC
N/A—21,755-21,755-100%$436.4K———
Commerce Bank
N/A—21,655-21,655-100%$434.4K———
Cresset Asset Management, LLC
N/A—21,550-21,550-100%$432.3K———
Principal Securities, Inc.
N/A—21,217-21,217-100%$425.6K———
Hilltop Holdings Inc.
N/A—21,089-21,089-100%$423.0K———
Steadtrust LLC
N/A—20,250-20,250-100%$406.2K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—19,531-19,531-100%$392.7K———
OneDigital Investment Advisors LLC
N/A—19,185-19,185-100%$384.9K———
Cetera Trust Company, N.a
N/A—18,025-18,025-100%$361.6K———
Stratos Wealth Advisors, LLC
N/A—17,900-17,900-100%$359.1K———
Optas, LLC
N/A—17,687-17,687-100%$354.8K———
Frec Markets, Inc.
N/A—17,656-17,656-100%$354.2K———
Credit Agricole S A
N/A—17,652-17,652-100%$354.1K———
Jackson Thornton Wealth Management, LLC
N/A—17,490-17,490-100%$350.9K———
Shufro Rose & Co LLC
N/A—17,246-17,246-100%$346.0K———
Atom Investors LP
N/A—16,869-16,869-100%$338.4K———
GTS Securities LLC
N/A—16,514-16,514-100%$331.3K———
Shelton Capital Management
N/A—16,314-16,314-100%$327.3K———
FCA Corp
N/A—16,000-16,000-100%$321.0K———
Atlas Capital Advisors Inc.
N/A—15,665-15,665-100%$314.2K———
Intercapital, LLC
N/A—15,000-15,000-100%$300.9K———
Peapack Gladstone Financial Corp
N/A—14,616-14,616-100%$293.0K———
Anchor Investment Management, LLC
N/A—14,565-14,565-100%$292.2K———
Seeds Investor LLC
N/A—14,509-14,509-100%$291.0K———
Phoenix Financial Ltd.
N/A—14,300-14,300-100%$286.0K———
Nicolet Bankshares Inc
N/A—14,186-14,186-100%$300.2K———
Advisory Services Network, LLC
N/A—14,076-14,076-100%$282.4K———
Dearborn Partners LLC
N/A—13,811-13,811-100%$277.0K———
Stonebrook Private Inc.
N/A—13,770-13,770-100%$276.2K———
Wilkinson Global Asset Management LLC
N/A—13,730-13,730-100%$275.4K———
Brown Brothers Harriman & Co
N/A—13,471-13,471-100%$270.2K———
Two Sigma Securities, LLC
N/A—13,125-13,125-100%$263.3K———
Johnson Investment Counsel Inc
N/A—13,020-13,020-100%$261.2K———
Flow Traders U.S. LLC
N/A—12,904-12,904-100%$259.0K———
Capital Group Private Client Services, Inc.
N/A—12,784-12,784-100%$256.4K———
AE Wealth Management LLC
N/A—12,522-12,522-100%$251.2K———
Diamant Asset Management, Inc.
N/A—12,500-12,500-100%$250.8K———
Fidelis Capital Partners, LLC
N/A—12,474-12,474-100%$250.2K———
White Knight Strategic Wealth Advisors, LLC
N/A—12,325-12,325-100%$247.2K———
Insigneo Advisory Services, LLC
N/A—12,311-12,311-100%$247.0K———
SageView Advisory Group, LLC
N/A—12,257-12,257-100%$245.9K———
Pallas Capital Advisors LLC
N/A—11,905-11,905-100%$238.8K———
Stonebridge Financial Group, LLC
N/A—11,897-11,897-100%$238.0K———
Berkshire Asset Management LLC
N/A—11,746-11,746-100%$235.6K———
Schonfeld Strategic Advisors LLC
N/A—11,705-11,705-100%$234.8K———
Mutual Advisors, LLC
N/A—11,600-11,600-100%$232.7K———
OneAscent Financial Services LLC
N/A—11,510-11,510-100%$230.9K———
PFG Investments, LLC
N/A—11,299-11,299-100%$226.7K———
GeoWealth Management, LLC
N/A—11,257-11,257-100%$225.8K———
Park Place Capital Corp
N/A—11,212-11,212-100%$224.9K———
Drive Wealth Management, LLC
N/A—11,181-11,181-100%$224.3K———
Keel Point, LLC
N/A—11,132-11,132-100%$223.3K———
Summit Financial, LLC
N/A—11,005-11,005-100%$220.8K———
Portland Global Advisors LLC
N/A—10,815-10,815-100%$216.9K———
HSBC Holdings PLC
N/A—10,758-10,758-100%$215.8K———
Crewe Advisors LLC
N/A—10,629-10,629-100%$213.2K———
Choate Investment Advisors
N/A—10,230-10,230-100%$205.2K———
Acadian Asset Management LLC
N/A—9,526-9,526-100%$191.0K———
LRI Investments, LLC
N/A—9,170-9,170-100%$184.0K———
RD Lewis Holdings, Inc.
N/A—8,531-8,531-100%$202.7K———
Harbour Investments, Inc.
N/A—7,816-7,816-100%$156.8K———
Rothschild Investment LLC
N/A—7,320-7,320-100%$146.8K———
BFC Planning, Inc.
N/A—7,146-7,146-100%$143.3K———
Toronto Dominion Bank
N/A—6,981-6,981-100%$140.0K———
Palladiem, LLC
N/A—6,825-6,825-100%$136.9K———
Geneos Wealth Management Inc.
N/A—6,344-6,344-100%$127.3K———
SOA Wealth Advisors, Llc.
N/A—6,147-6,147-100%$6.1K———
Continuum Advisory, LLC
N/A—5,842-5,842-100%$117.2K———
Huntington National Bank
N/A—5,488-5,488-100%$110.1K———
Quent Capital, LLC
N/A—4,948-4,948-100%$99.3K———
Bruce G. Allen Investments, LLC
N/A—4,074-4,074-100%$81.7K———
JTC Employer Solutions Trustee Ltd
N/A—4,000-4,000-100%$80.0K———
Accent Capital Management, LLC
N/A—3,896-3,896-100%$78.2K———
Federated Hermes, Inc.
N/A—3,498-3,498-100%$70.2K———
Corient IA LP
N/A—3,460-3,460-100%$69.4K———
Elequin Capital, LP
N/A—2,914-2,914-100%$58.5K———
Rexford Capital Inc
N/A—2,815-2,815-100%$56.5K———
Horizon Investments, LLC
N/A—2,703-2,703-100%$54.2K———
Colonial Trust Co / SC
N/A—2,677-2,677-100%$53.7K———
PIN OAK Investment Advisors Inc
N/A—2,512-2,512-100%$50.0K———
Ogorek Anthony Joseph
N/A—2,395-2,395-100%$48.0K———
Atlantic Union Bankshares Corp
N/A—2,202-2,202-100%$44.2K———
Hollencrest Capital Management
N/A—1,720-1,720-100%$34.5K———
Evelyn Partners Group Ltd
N/A—1,600-1,600-100%$32.1K———
Operose Advisors LLC
N/A—1,520-1,520-100%$30.5K———
Quantum Portfolio Management LLC
N/A—1,509-1,509-100%$30.3K———
Baillie Gifford & Co
N/A—1,488-1,488-100%$29.9K———
CVA Family Office, LLC
N/A—1,431-1,431-100%$28.7K———
Tower Research Capital LLC (TRC)
N/A—1,405-1,405-100%$28.2K———
Ameriflex Group, Inc.
N/A—1,316-1,316-100%$26.4K———
Tacita Capital Inc
N/A—1,275-1,275-100%$25.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,195-1,195-100%$24.0K———
GW&K Investment Management, LLC
N/A—1,185-1,185-100%$24.0K———
Raffa Wealth Management, LLC
N/A—1,184-1,184-100%$23.8K———
Capital Analysts, LLC
N/A—1,168-1,168-100%$17.0K———
TD Capital Management LLC
N/A—1,162-1,162-100%$23.3K———
Vision Retirement, LLC
N/A—1,160-1,160-100%$23.3K———
Measured Wealth Private Client Group, LLC
N/A—1,135-1,135-100%$22.8K———
Steigerwald, Gordon & Koch Inc.
N/A—1,000-1,000-100%$20.1K———
Bartlett & Co. Wealth Management LLC
N/A—995-995-100%$20.0K———
Strategic Wealth Partners, Ltd.
N/A—811-811-100%$16.3K———
Bogart Wealth, LLC
N/A—810-810-100%$16.2K———
EFG International AG
N/A—796-796-100%$16.0K———
National Bank of Canada
N/A—786-786-100%$16.6K———
Ancora Advisors LLCA
N/A—762-762-100%$15.3K———
Kilter Group LLC
N/A—727-727-100%$14.6K———
Transamerica Financial Advisors, LLC
N/A—680-680-100%$13.7K———
Cornerstone Financial Management LLC
N/A—668-668-100%$13.4K———
Fiduciary Financial Advisors
N/A—622-622-100%$12.4K———
FWL Investment Management, LLC
N/A—571-571-100%$11.5K———
Frazier Financial Advisors, LLC
N/A—546-546-100%$11.0K———
Altrinsic Global Advisors LLC
N/A—527-527-100%$10.6K———
SHP Wealth Management
N/A—517-517-100%$10.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—505-505-100%$10.1K———
HM Payson & Co
N/A—500-500-100%$10.0K———
Mpwm Advisory Solutions, LLC
N/A—500-500-100%$10.0K———
Napier Financial, LLC
N/A—490-490-100%$9.8K———
HHM Wealth Advisors, LLC
N/A—466-466-100%$9.3K———
BOK Financial Private Wealth, Inc.
N/A—460-460-100%$9.2K———
Proffitt & Goodson Inc
N/A—401-401-100%$8.0K———
CNB Bank
N/A—400-400-100%$8.0K———
ST Germain D J Co Inc
N/A—378-378-100%$7.6K———
Manning & Napier Advisors LLC
N/A—372-372-100%$7.6K———
JPL Wealth Management, LLC
N/A—372-372-100%$7.5K———
Turim 21 Investimentos Ltda.
N/A—354-354-100%$7.1K———
IMA Advisory Services, Inc.
N/A—342-342-100%$6.9K———
Silicon Valley Capital Partners
N/A—334-334-100%$6.7K———
MidFirst Bank
N/A—301-301-100%$6.0K———
Prestige Wealth Management Group LLC
N/A—280-280-100%$5.6K———
Wellington-Altus USA Inc.
N/A—260-260-100%$5.4K———
Beaird Harris Wealth Management, LLC
N/A—229-229-100%$4.6K———
Motco
N/A—221-221-100%$4.4K———
Smithfield Trust Co
N/A—220-220-100%$4———
Sittner & Nelson, LLC
N/A—218-218-100%$4.4K———
JDM Financial Group LLC
N/A—205-205-100%$4.1K———
Godfrey Financial Associates, Inc.
N/A—159-159-100%$3.2K———
Wiser Advisor Group LLC
N/A—151-151-100%$3.0K———
Synergy Investment Management, LLC
N/A—135-135-100%$3.1K———
Benson Wealth Management Inc
N/A—129-129-100%$2.6K———
Gould Capital, LLC
N/A—125-125-100%$2.5K———
Dunhill Financial, LLC
N/A—123-123-100%$2.5K———
Tidemark, LLC
N/A—121-121-100%$2.4K———
Ameritas Investment Partners, Inc.
N/A—101-101-100%$2.0K———
Colonial Trust Advisors
N/A—100-100-100%$2.0K———
Private Wealth Asset Management, LLC
N/A—100-100-100%$2.0K———
Nova Wealth Management, Inc.
N/A—98-98-100%$2.0K———
Heritage Wealth Advisors
N/A—90-90-100%$1.8K———
Kerr Financial Planning Corp
N/A—90-90-100%$1.8K———
Marshall Investment Management, LLC
N/A—88-88-100%$1.8K———
Allied Private Wealth LLC
N/A—80-80-100%$1.7K———
Darwin Wealth Management, LLC
N/A—80-80-100%$1.6K———
Dogwood Wealth Management LLC
N/A—80-80-100%$1.6K———
Highland Investment Advisors LLC
N/A—77-77-100%$1.5K———
IFG Advisory, LLC
N/A—45-45-100%$903———
Webster Bank, N. A.
N/A—43-43-100%$863———
Keating Financial Advisory Services, Inc.
N/A—40-40-100%$802———
Copia Wealth Management
N/A—36-36-100%$722———
N.E.W. Advisory Services LLC
N/A—25-25-100%$502———
Roble, Belko & Company, Inc
N/A—5-5-100%$0———
Financial Gravity Companies, Inc.
N/A—1-1-100%$20———
Showing 792 of 792 institutions