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Space Exploration Techn (SPCX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alphabet Inc.
INCREASED
Shares555,043,560 from 551,189,500
Change+3,854,060 (+1%)
Value$83.7B (-$10.4B)
Filed 2026-11-06
Gigafund Management Company, LLC
DECREASED
Shares125,922,259 from 171,826,745
Change-45,904,486 (-27%)
Value$19.0B (-$10.4B)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares28,000,419 from 26,056,048
Change+1,944,371 (+7%)
Value$4.2B (-$227.8M)
Filed 2026-11-03
K5 Global Advisor LLC
DECREASED
Shares26,673,191 from 38,595,800
Change-11,922,609 (-31%)
Value$4.0B (-$2.6B)
Filed 2026-10-20
Geode Capital Management, LLC
INCREASED
Shares22,266,495 from 13,529,026
Change+8,737,469 (+65%)
Value$3.4B (+$1.0B)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
DECREASED
Shares7,686,339 from 9,831,945
Change-2,145,606 (-22%)
Value$1.2B (-$520.3M)
Filed 2026-10-28
Regents of the University of California
INCREASED
Shares6,189,218 from 6,000,000
Change+189,218 (+3%)
Value$933.7M (-$91.5M)
Filed 2026-10-26
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares4,352,660 from 2,273,875
Change+2,078,785 (+91%)
Value$656.6M (+$268.1M)
Filed 2026-10-29
ProShare Advisors LLC
NEW
Shares4,144,774
Change+4,144,774
Value$625.3M
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares4,143,635 from 1,185,114
Change+2,958,521 (+250%)
Value$625.1M (+$422.6M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares4,052,714 from 871,597
Change+3,181,117 (+365%)
Value$611.4M (+$462.5M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares3,806,982 from 3,561,427
Change+245,555 (+7%)
Value$574.3M (-$34.2M)
Filed 2026-10-27
Amundi
INCREASED
Shares3,597,282 from 451,771
Change+3,145,511 (+696%)
Value$542.7M (+$465.5M)
Filed 2026-11-06
First Trust Capital Management L.P.
NEW
Shares3,533,950
Change+3,533,950
Value$533.1M
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares3,338,011 from 1,749,218
Change+1,588,793 (+91%)
Value$503.6M (+$204.7M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares2,976,470 from 265,214
Change+2,711,256 (+1022%)
Value$449.0M (+$403.7M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares2,725,398 from 1,331,910
Change+1,393,488 (+105%)
Value$411.2M (+$183.6M)
Filed 2026-11-06
Liberty Street Advisors, Inc.
INCREASED
Shares2,451,669 from 2,451,220
Change+449 (+0%)
Value$369.9M (-$49.0M)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
NEW
Shares2,419,547
Change+2,419,547
Value$365.0M
Filed 2026-11-03
Pinegrove Venture Partners, LLC
NEW
Shares2,208,845
Change+2,208,845
Value$333.2M
Filed 2026-11-06
Hyperion Asset Management Ltd
INCREASED
Shares1,798,919 from 1,177,203
Change+621,716 (+53%)
Value$271.4M (+$70.2M)
Filed 2026-10-20
Daiwa Securities Group Inc.
INCREASED
Shares1,468,817 from 600,670
Change+868,147 (+145%)
Value$221.6M (+$119.0M)
Filed 2026-10-29
RIT Capital Partners PLC
DECREASED
Shares1,326,003 from 1,634,820
Change-308,817 (-19%)
Value$200.1M (-$78.9M)
Filed 2026-11-05
Neos Investment Management LLC
NEW
Shares1,280,566
Change+1,280,566
Value$193.2M
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,241,642 from 670,324
Change+571,318 (+85%)
Value$187.3M (+$72.8M)
Filed 2026-11-05
WT Asset Management Ltd
INCREASED
Shares1,048,355 from 761,964
Change+286,391 (+38%)
Value$158.2M (+$28.0M)
Filed 2026-10-28
Laurion Capital Management LP
INCREASED
Shares1,015,989 from 4,677
Change+1,011,312 (+21623%)
Value$153.3M (+$152.5M)
Filed 2026-10-30
AGF Management LTD
NEW
Shares953,681
Change+953,681
Value$143.9M
Filed 2026-11-03
Creative Planning
INCREASED
Shares946,151 from 156,696
Change+789,455 (+504%)
Value$142.7M (+$116.0M)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares914,891 from 11,724
Change+903,167 (+7704%)
Value$138.0M (+$136.0M)
Filed 2026-10-28
GF Fund Management Co. Ltd.
INCREASED
Shares901,279 from 76,009
Change+825,270 (+1086%)
Value$136.0M (+$123.0M)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares800,999 from 6,117
Change+794,882 (+12995%)
Value$130.9M (+$129.9M)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares791,492 from 517,923
Change+273,569 (+53%)
Value$119.4M (+$31.0M)
Filed 2026-11-06
Schear Investment Advisers, LLC
NEW
Shares765,649
Change+765,649
Value$115.5M
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares765,649
Change+765,649
Value$115.5M
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares753,000
Change+753,000
Value$113.6K
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares738,987 from 8,634
Change+730,353 (+8459%)
Value$111.5M (+$110.0M)
Filed 2026-11-05
Chicago Capital, LLC
INCREASED
Shares726,761 from 4,194
Change+722,567 (+17229%)
Value$109.6M (+$108.9M)
Filed 2026-10-13
State of Michigan Retirement System
NEW
Shares689,800
Change+689,800
Value$104.1M
Filed 2026-10-27
Halter Ferguson Financial Inc.
INCREASED
Shares658,587 from 2,047
Change+656,540 (+32073%)
Value$99.4M (+$99.0M)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares644,402 from 19,875
Change+624,527 (+3142%)
Value$97.2K (+$93.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares618,257 from 238,120
Change+380,137 (+160%)
Value$93.3M (+$52.6M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares569,201 from 260,155
Change+309,046 (+119%)
Value$85.9K (+$41.4K)
Filed 2026-11-02
William Blair Investment Management, LLC
INCREASED
Shares566,406 from 349,477
Change+216,929 (+62%)
Value$85.4M (+$25.7M)
Filed 2026-11-06
Tema Etfs LLC
INCREASED
Shares563,977 from 187,502
Change+376,475 (+201%)
Value$85.1M (+$53.0M)
Filed 2026-10-16
iA Global Asset Management Inc.
INCREASED
Shares525,330 from 24,355
Change+500,975 (+2057%)
Value$79.3K (+$75.1K)
Filed 2026-10-29
Zevenbergen Capital Investments LLC
INCREASED
Shares516,016 from 97,664
Change+418,352 (+428%)
Value$77.8M (+$61.2M)
Filed 2026-10-08
Lunate Capital Ltd
NEW
Shares488,938
Change+488,938
Value$73.8M
Filed 2026-11-05
Steadview Capital Management LLC
INCREASED
Shares467,790 from 47,665
Change+420,125 (+881%)
Value$70.6M (+$62.4M)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
NEW
Shares453,659
Change+453,659
Value$68.4M
Filed 2026-10-20
Pictet Asset Management Holding SA
INCREASED
Shares436,484 from 159,115
Change+277,369 (+174%)
Value$65.8M (+$38.7M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares418,672 from 31,120
Change+387,552 (+1245%)
Value$62.5M (+$57.4M)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares382,509 from 5,153
Change+377,356 (+7323%)
Value$57.7M (+$56.8M)
Filed 2026-10-23
Locust Wood Capital Advisers, LLC
NEW
Shares341,150
Change+341,150
Value$51.5M
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares339,551 from 28,007
Change+311,544 (+1112%)
Value$45.7M (+$41.0M)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares332,287
Change+332,287
Value$50.1M
Filed 2026-11-05
Artemis Wealth Advisors, LLC
NEW
Shares324,520
Change+324,520
Value$49.0M
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares316,007 from 20,790
Change+295,217 (+1420%)
Value$47.7M (+$44.1M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares293,508 from 117,442
Change+176,066 (+150%)
Value$46.4M (+$29.6M)
Filed 2026-10-13
Robeco Institutional Asset Management B.V.
INCREASED
Shares292,557 from 175,892
Change+116,665 (+66%)
Value$44.1M (+$14.1M)
Filed 2026-10-20
Profund Advisors LLC
NEW
Shares273,453
Change+273,453
Value$41.3M
Filed 2026-10-29
Yarbrough Capital, LLC
NEW
Shares271,832
Change+271,832
Value$41.0M
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares271,796 from 104,827
Change+166,969 (+159%)
Value$41.0M (+$23.1M)
Filed 2026-11-06
Louisiana State Employees Retirement System
NEW
Shares270,400
Change+270,400
Value$40.8M
Filed 2026-10-20
Baker Avenue Asset Management, LP
INCREASED
Shares269,194 from 9,121
Change+260,073 (+2851%)
Value$40.6M (+$39.1M)
Filed 2026-11-06
LBP AM SA
DECREASED
Shares257,550 from 288,381
Change-30,831 (-11%)
Value$38.9M (-$10.4M)
Filed 2026-11-06
APS Management Group, Inc.
NEW
Shares253,706
Change+253,706
Value$38.3M
Filed 2026-10-14
Privium Fund Management B.V.
INCREASED
Shares250,000 from 40,000
Change+210,000 (+525%)
Value$37.7M (+$30.9M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares237,768 from 194,995
Change+42,773 (+22%)
Value$35.9M (+$2.6M)
Filed 2026-10-27
Cisco Systems, Inc.
UNCHANGED
Shares237,375 from 237,375
Change0 (0%)
Value$35.8M (-$4.7M)
Filed 2026-10-15
Mass General Brigham, Inc
NEW
Shares234,140
Change+234,140
Value$35.3M
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED
Shares231,820 from 2,263
Change+229,557 (+10144%)
Value$35.0M (+$34.6M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares224,520 from 101,747
Change+122,773 (+121%)
Value$33.9M (+$16.5M)
Filed 2026-11-02
Parcion Private Wealth LLC
NEW
Shares218,942
Change+218,942
Value$33.0M
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares217,912 from 107,184
Change+110,728 (+103%)
Value$32.9M (+$14.6M)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares212,684 from 153,569
Change+59,115 (+38%)
Value$32.1M (+$5.8M)
Filed 2026-10-22
Two Seas Capital LP
UNCHANGED
Shares208,890 from 208,890
Change0 (0%)
Value$31.5M (-$4.2M)
Filed 2026-10-06
Southern Farm Bureau Life Insurance
NEW
Shares200,910
Change+200,910
Value$30.3K
Filed 2026-10-15
State of New Jersey Common Pension Fund D
INCREASED
Shares196,698 from 169,250
Change+27,448 (+16%)
Value$29.7M (+$755.8K)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares194,225 from 43,663
Change+150,562 (+345%)
Value$29.3M (+$21.8M)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
NEW
Shares190,265
Change+190,265
Value$28.7M
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares186,298 from 36,560
Change+149,738 (+410%)
Value$28.1M (+$21.9M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares184,373 from 10,250
Change+174,123 (+1699%)
Value$27.8M (+$26.1M)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares175,977 from 52,529
Change+123,448 (+235%)
Value$26.5M (+$17.6M)
Filed 2026-10-26
Private Capital Advisors, Inc.
INCREASED
Shares175,210 from 130,673
Change+44,537 (+34%)
Value$26.4M (+$4.1M)
Filed 2026-10-06
Arizona State Retirement System
INCREASED
Shares168,161 from 141,570
Change+26,591 (+19%)
Value$25.4M (+$1.2M)
Filed 2026-11-03
SEB Asset Management AB
INCREASED
Shares166,189 from 65,609
Change+100,580 (+153%)
Value$25.1M (+$13.9M)
Filed 2026-11-04
Root Financial Partners, LLC
INCREASED
Shares164,519 from 3,307
Change+161,212 (+4875%)
Value$24.8M (+$24.3M)
Filed 2026-10-21
D'Orazio & Associates, Inc.
NEW
Shares163,740
Change+163,740
Value$24.7M
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares162,449 from 248,379
Change-85,930 (-35%)
Value$24.5M (-$17.9M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares160,081 from 50,410
Change+109,671 (+218%)
Value$24.1M (+$15.5M)
Filed 2026-10-16
Nykredit A/S
INCREASED
Shares159,750 from 5,867
Change+153,883 (+2623%)
Value$24.1M (+$23.1M)
Filed 2026-11-06
Div Capital Phoenix Assets Ltd
NEW
Shares157,469
Change+157,469
Value$23.8M
Filed 2026-10-20
DE Burlo Group Inc
NEW
Shares153,610
Change+153,610
Value$23.2M
Filed 2026-11-05
AMI Investment Management Inc
NEW
Shares151,194
Change+151,194
Value$22.8M
Filed 2026-10-27
SteelPeak Wealth, LLC
INCREASED
Shares149,700 from 3,738
Change+145,962 (+3905%)
Value$22.6M (+$21.9M)
Filed 2026-10-16
China Universal Asset Management Co., Ltd.
NEW
Shares146,457
Change+146,457
Value$21.9M
Filed 2026-10-28
Indivisible Partners
NEW
Shares142,107
Change+142,107
Value$21.4M
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares140,671 from 21,029
Change+119,642 (+569%)
Value$21.2M (+$17.6M)
Filed 2026-10-23
IFM Investors Pty Ltd
INCREASED
Shares139,838 from 113,539
Change+26,299 (+23%)
Value$21.1M (+$1.7M)
Filed 2026-10-14
GC Wealth Management RIA, LLC
NEW
Shares136,923
Change+136,923
Value$20.7M
Filed 2026-11-02
Rubicon Global Capital Ltd
UNCHANGED
Shares135,135 from 135,135
Change0 (0%)
Value$20.4M (-$2.7M)
Filed 2026-10-28
Strategic Planning Group, LLC
INCREASED
Shares134,500 from 104,759
Change+29,741 (+28%)
Value$20.3M (+$2.4M)
Filed 2026-10-22
Xponance LLC
INCREASED
Shares133,141 from 114,259
Change+18,882 (+17%)
Value$20.1M (+$563.4K)
Filed 2026-11-03
PKO Investment Management Joint-Stock Co
INCREASED
Shares130,000 from 10,000
Change+120,000 (+1200%)
Value$19.6M (+$17.9M)
Filed 2026-10-19
Artemis Investment Management LLP
NEW
Shares128,494
Change+128,494
Value$19.4M
Filed 2026-10-08
Wedmont Private Capital
NEW
Shares128,368
Change+128,368
Value$20.6M
Filed 2026-10-09
HUB Investment Partners, LLC
INCREASED
Shares126,305 from 8,083
Change+118,222 (+1463%)
Value$19.1M (+$17.7M)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares123,738 from 1,890
Change+121,848 (+6447%)
Value$18.7M (+$18.3M)
Filed 2026-11-02
Cache Advisors, LLC
NEW
Shares123,069
Change+123,069
Value$18.6M
Filed 2026-10-16
Titleist Asset Management, LLC
NEW
Shares120,959
Change+120,959
Value$18.2M
Filed 2026-10-08
KTF Investments, LLC
INCREASED
Shares119,579 from 37,420
Change+82,159 (+220%)
Value$18.0M (+$11.6M)
Filed 2026-10-23
Exchange Traded Concepts, LLC
INCREASED
Shares119,262 from 112,354
Change+6,908 (+6%)
Value$18.0M (-$1.2M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares116,474 from 61,973
Change+54,501 (+88%)
Value$17.6M (+$7.0M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares113,372 from 29,120
Change+84,252 (+289%)
Value$17.1M (+$12.1M)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares112,458 from 5,843
Change+106,615 (+1825%)
Value$17.0M (+$16.0M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares112,196 from 48,233
Change+63,963 (+133%)
Value$16.9M (+$8.7M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares110,745 from 14,643
Change+96,102 (+656%)
Value$16.7M (+$14.2M)
Filed 2026-10-15
Vanderbilt University
NEW
Shares110,538
Change+110,538
Value$16.7M
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares110,301 from 65,167
Change+45,134 (+69%)
Value$16.6M (+$5.5M)
Filed 2026-10-28
CenterBook Partners LP
DECREASED
Shares109,105 from 120,871
Change-11,766 (-10%)
Value$16.5M (-$4.2M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares107,631 from 10,280
Change+97,351 (+947%)
Value$15.9M (+$14.7M)
Filed 2026-10-27
Nightview Capital, LLC
INCREASED
Shares106,069 from 35,298
Change+70,771 (+201%)
Value$16.0M (+$10.0M)
Filed 2026-10-20
Oriental Harbor Investment Master Fund
NEW
Shares105,488
Change+105,488
Value$15.9M
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares103,625 from 51,494
Change+52,131 (+101%)
Value$15.6M (+$6.8M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares101,349 from 45,101
Change+56,248 (+125%)
Value$15.0M (+$7.9M)
Filed 2026-10-16
Strs Ohio
INCREASED
Shares101,121 from 97,137
Change+3,984 (+4%)
Value$15.3M (-$1.3M)
Filed 2026-10-30
Generate Investment Management Ltd
INCREASED
Shares100,129 from 9,107
Change+91,022 (+999%)
Value$15.1M (+$13.6M)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares98,601 from 5,563
Change+93,038 (+1672%)
Value$14.9M (+$13.9M)
Filed 2026-10-23
Private Advisory Group LLC
INCREASED
Shares95,292 from 5,810
Change+89,482 (+1540%)
Value$14.4M (+$13.4M)
Filed 2026-11-06
Destiny Wealth Partners, LLC
INCREASED
Shares94,940 from 4,282
Change+90,658 (+2117%)
Value$12.9M (+$12.5M)
Filed 2026-11-05
Renaissance Capital LLC
NEW
Shares94,699
Change+94,699
Value$14.3M
Filed 2026-10-23
Cordoba Advisory Partners LLC
INCREASED
Shares93,005 from 92,985
Change+20 (+0%)
Value$14.0M (-$1.9M)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares92,131 from 81,472
Change+10,659 (+13%)
Value$13.9M (-$21.5K)
Filed 2026-10-22
OP Asset Management Ltd
NEW
Shares92,055
Change+92,055
Value$13.9M
Filed 2026-11-05
Menlo Ventures Management, L.P.
NEW
Shares91,515
Change+91,515
Value$13.8M
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares90,616 from 33,710
Change+56,906 (+169%)
Value$13.7M (+$7.9M)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares90,577 from 49,855
Change+40,722 (+82%)
Value$13.7M (+$5.1M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares88,120 from 12,162
Change+75,958 (+625%)
Value$13.3M (+$11.4M)
Filed 2026-11-06
LaFleur & Godfrey LLC
NEW
Shares87,488
Change+87,488
Value$13.2M
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares86,557 from 56,107
Change+30,450 (+54%)
Value$13.1M (+$3.5M)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares86,188 from 39,122
Change+47,066 (+120%)
Value$13.0M (+$6.3M)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares84,890 from 52,736
Change+32,154 (+61%)
Value$12.8M (+$3.8M)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares84,579 from 41,869
Change+42,710 (+102%)
Value$12.8M (+$5.6M)
Filed 2026-10-23
Teamwork Financial Advisors, LLC
INCREASED
Shares84,507 from 46,982
Change+37,525 (+80%)
Value$12.7M (+$4.7M)
Filed 2026-10-19
Royal Fund Management, LLC
INCREASED
Shares84,464 from 28,142
Change+56,322 (+200%)
Value$12.7M (+$7.9M)
Filed 2026-10-22
Inscription Capital, LLC
INCREASED
Shares84,459 from 8,387
Change+76,072 (+907%)
Value$12.7M (+$11.3M)
Filed 2026-11-02
Williams & Novak Wealth Management, LLC
NEW
Shares81,700
Change+81,700
Value$12.3M
Filed 2026-10-09
Wedbush Securities Inc
INCREASED
Shares81,557 from 29,813
Change+51,744 (+174%)
Value$12.3K (+$7.2K)
Filed 2026-10-22
AMI Asset Management Corp
DECREASED
Shares81,518 from 93,435
Change-11,917 (-13%)
Value$12.3M (-$3.7M)
Filed 2026-10-20
RIA Advisory Group LLC
INCREASED
Shares77,832 from 48,416
Change+29,416 (+61%)
Value$11.7M (+$3.5M)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares73,413 from 44,972
Change+28,441 (+63%)
Value$11.1M (+$3.4M)
Filed 2026-10-21
Moody Lynn Lieberson & Walker, LLC
NEW
Shares72,576
Change+72,576
Value$10.9M
Filed 2026-10-14
King Luther Capital Management Corp
INCREASED
Shares72,384 from 50,584
Change+21,800 (+43%)
Value$10.9M (+$2.3M)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares71,541 from 35,118
Change+36,423 (+104%)
Value$10.8M (+$4.8M)
Filed 2026-10-16
HB Wealth Management, LLC
NEW
Shares70,889
Change+70,889
Value$10.7M
Filed 2026-10-23
Icici Prudential Asset Management Co Ltd
NEW
Shares70,008
Change+70,008
Value$10.6M
Filed 2026-11-06
Sageworth Trust Co
INCREASED
Shares69,792 from 3,086
Change+66,706 (+2162%)
Value$10.5M (+$10.0M)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares69,738 from 42,929
Change+26,809 (+62%)
Value$9.0M (+$1.7M)
Filed 2026-11-03
TB Alternative Assets Ltd.
NEW
Shares69,100
Change+69,100
Value$10.4M
Filed 2026-10-16
Spear Advisors LLC
NEW
Shares68,920
Change+68,920
Value$10.4M
Filed 2026-10-27
Swiss Life Asset Management Ltd
INCREASED
Shares67,981 from 58,113
Change+9,868 (+17%)
Value$10.3M (+$326.4K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares65,836 from 29,992
Change+35,844 (+120%)
Value$9.9M (+$4.8M)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares63,308 from 54,212
Change+9,096 (+17%)
Value$9.6M (+$288.0K)
Filed 2026-10-20
Xcel Wealth Management, LLC
INCREASED
Shares63,306 from 29,302
Change+34,004 (+116%)
Value$9.6M (+$4.5M)
Filed 2026-10-26
Gradient Investments LLC
NEW
Shares63,267
Change+63,267
Value$9.5M
Filed 2026-10-08
Munich Reinsurance Co Stock Corp in Munich
NEW
Shares63,178
Change+63,178
Value$9.5M
Filed 2026-10-30
Fideuram Asset Management (Ireland) dac
NEW
Shares62,705
Change+62,705
Value$8.9M
Filed 2026-10-29
Deltec Asset Management LLC
NEW
Shares62,487
Change+62,487
Value$9.4M
Filed 2026-10-26
Farther Finance Advisors, LLC
NEW
Shares61,977
Change+61,977
Value$9.3M
Filed 2026-10-08
San Luis Wealth Advisors LLC
INCREASED
Shares60,226 from 7,303
Change+52,923 (+725%)
Value$9.1M (+$7.8M)
Filed 2026-10-27
Sage Rhino Capital LLC
NEW
Shares59,954
Change+59,954
Value$9.0M
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares59,167 from 24,553
Change+34,614 (+141%)
Value$8.9M (+$4.9M)
Filed 2026-10-22
Nadler Financial Group, Inc.
INCREASED
Shares58,759 from 2,319
Change+56,440 (+2434%)
Value$8.9M (+$8.5M)
Filed 2026-10-23
Canvas Wealth Advisors, LLC
INCREASED
Shares58,699 from 15,204
Change+43,495 (+286%)
Value$8.4M (+$5.8M)
Filed 2026-11-02
JAG Capital Management, LLC
INCREASED
Shares58,589 from 51,974
Change+6,615 (+13%)
Value$8.8M (-$41.5K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED
Shares57,759 from 8,904
Change+48,855 (+549%)
Value$8.7M (+$7.2M)
Filed 2026-10-16
Glynn Capital Management LLC
NEW
Shares57,600
Change+57,600
Value$8.7M
Filed 2026-10-07
CWA Asset Management Group, LLC
INCREASED
Shares56,585 from 18,944
Change+37,641 (+199%)
Value$8.5M (+$5.3M)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares56,546 from 27,785
Change+28,761 (+104%)
Value$8.5M (+$3.8M)
Filed 2026-10-28
Mezzasalma Advisors, LLC
INCREASED
Shares56,104 from 18,314
Change+37,790 (+206%)
Value$8.5M (+$5.3M)
Filed 2026-10-14
Oppenheimer Asset Management Inc.
INCREASED
Shares55,715 from 50,749
Change+4,966 (+10%)
Value$8.4M (-$265.8K)
Filed 2026-10-27
UMB Bank, n.a.
NEW
Shares55,185
Change+55,185
Value$8.3M
Filed 2026-11-06
KBC Group NV
INCREASED
Shares55,094 from 42,893
Change+12,201 (+28%)
Value$8.3K (+$982)
Filed 2026-10-22
Activest Wealth Management
INCREASED
Shares54,761 from 1,640
Change+53,121 (+3239%)
Value$8.3M (+$8.0M)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares54,644 from 27,475
Change+27,169 (+99%)
Value$8.2M (+$3.5M)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares54,170 from 8,185
Change+45,985 (+562%)
Value$8.2M (+$6.8M)
Filed 2026-10-08
Sovran Advisors, LLC
INCREASED
Shares53,954 from 5,411
Change+48,543 (+897%)
Value$7.8M (+$7.1M)
Filed 2026-11-02
Endowment Wealth Management, Inc.
NEW
Shares52,490
Change+52,490
Value$7.9M
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares52,098 from 103,526
Change-51,428 (-50%)
Value$7.7M (-$8.6M)
Filed 2026-11-04
Sage Mountain Advisors LLC
NEW
Shares51,351
Change+51,351
Value$7.7M
Filed 2026-11-02
Chickasaw Capital Management LLC
NEW
Shares50,351
Change+50,351
Value$7.6M
Filed 2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares50,337 from 2,852
Change+47,485 (+1665%)
Value$7.6M (+$7.1M)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares50,265 from 1,578
Change+48,687 (+3085%)
Value$7.6M (+$7.3M)
Filed 2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares49,634 from 57,241
Change-7,607 (-13%)
Value$7.5M (-$2.3M)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares48,634 from 28,478
Change+20,156 (+71%)
Value$7.3M (+$2.5M)
Filed 2026-11-04
Lavelle Capital LP
NEW
Shares48,607
Change+48,607
Value$7.3M
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares48,477 from 36,185
Change+12,292 (+34%)
Value$7.2M (+$3.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares48,477 from 36,185
Change+12,292 (+34%)
Value$7.2M (+$3.1M)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares47,729 from 15,467
Change+32,262 (+209%)
Value$7.2K (+$4.6K)
Filed 2026-10-26
Heck Capital Advisors, LLC
INCREASED
Shares47,129 from 22,051
Change+25,078 (+114%)
Value$7.1M (+$3.3M)
Filed 2026-10-14
North Capital, Inc.
NEW
Shares46,830
Change+46,830
Value$7.3M
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares46,333 from 21,319
Change+25,014 (+117%)
Value$7.0M (+$3.3M)
Filed 2026-11-04
Forbes J M & Co LLP
INCREASED
Shares46,030 from 16,405
Change+29,625 (+181%)
Value$6.9M (+$4.1M)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares45,941 from 16,258
Change+29,683 (+183%)
Value$6.9M (+$4.2M)
Filed 2026-10-15
Cornerstone Partners Capital Management, LLC
NEW
Shares45,623
Change+45,623
Value$6.9M
Filed 2026-11-04
Kimelman & Baird, LLC
INCREASED
Shares45,380 from 100
Change+45,280 (+45280%)
Value$6.8M (+$6.8M)
Filed 2026-11-03
CoreCap Advisors, LLC
NEW
Shares45,369
Change+45,369
Value$6.8M
Filed 2026-10-08
J. Safra Sarasin Holding AG
DECREASED
Shares44,851 from 60,125
Change-15,274 (-25%)
Value$6.8M (-$3.5M)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares44,622 from 6,065
Change+38,557 (+636%)
Value$6.7M (+$5.7M)
Filed 2026-10-28
Woodward Diversified Capital, LLC
INCREASED
Shares44,424 from 4,175
Change+40,249 (+964%)
Value$6.7M (+$6.0M)
Filed 2026-10-21
Legacy Wealth Management, LLC / MS
NEW
Shares44,137
Change+44,137
Value$6.7M
Filed 2026-10-30
Almanack Investment Partners, Llc.
INCREASED
Shares43,167 from 9,972
Change+33,195 (+333%)
Value$6.5M (+$4.8M)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares42,816 from 4,982
Change+37,834 (+759%)
Value$6.5M (+$5.6M)
Filed 2026-10-07
Principle Wealth Partners LLC
INCREASED
Shares42,499 from 22,016
Change+20,483 (+93%)
Value$6.4M (+$2.6M)
Filed 2026-11-02
Amalgamated Bank
INCREASED
Shares42,424 from 36,876
Change+5,548 (+15%)
Value$6.4K (+$99)
Filed 2026-10-23
Global X Japan Co., Ltd.
INCREASED
Shares42,290 from 20,864
Change+21,426 (+103%)
Value$6.4M (+$2.8M)
Filed 2026-10-21
International Assets Investment Management, LLC
INCREASED
Shares42,054 from 10,177
Change+31,877 (+313%)
Value$6.2M (+$4.6M)
Filed 2026-11-02
Archon Partners LLC
NEW
Shares42,000
Change+42,000
Value$6.3M
Filed 2026-10-26
Compagnie Lombard Odier SCmA
INCREASED
Shares41,812 from 705
Change+41,107 (+5831%)
Value$6.3M (+$6.2M)
Filed 2026-11-04
Lexington Hill Partners, LLC
NEW
Shares41,741
Change+41,741
Value$6.3M
Filed 2026-10-13
ICG Advisors, LLC
NEW
Shares41,512
Change+41,512
Value$6.3M
Filed 2026-10-20
Kessler Investment Group, LLC
NEW
Shares41,165
Change+41,165
Value$6.2M
Filed 2026-10-08
BNC Wealth Management, LLC
INCREASED
Shares40,698 from 5,282
Change+35,416 (+671%)
Value$6.1M (+$5.2M)
Filed 2026-10-19
Foundry Financial LLC
NEW
Shares40,521
Change+40,521
Value$6.1M
Filed 2026-10-16
Level Four Advisory Services, LLC
INCREASED
Shares40,325 from 10,086
Change+30,239 (+300%)
Value$6.1M (+$4.4M)
Filed 2026-11-06
Fund Resources Investment Holding Group Co Ltd
INCREASED
Shares40,000 from 20,000
Change+20,000 (+100%)
Value$6.0M (+$2.6M)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares39,914 from 19,802
Change+20,112 (+102%)
Value$6.0M (+$2.6M)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares39,859 from 7,121
Change+32,738 (+460%)
Value$6.0M (+$4.8M)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares39,546 from 4,311
Change+35,235 (+817%)
Value$6.0M (+$5.2M)
Filed 2026-11-04
Sowell Financial Services LLC
NEW
Shares39,480
Change+39,480
Value$6.0M
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares39,373 from 10,404
Change+28,969 (+278%)
Value$5.9M (+$4.2M)
Filed 2026-10-08
Axxcess Wealth Management, LLC
INCREASED
Shares39,339 from 22,012
Change+17,327 (+79%)
Value$5.9M (+$2.5M)
Filed 2026-10-21
Falcon Wealth Planning
INCREASED
Shares38,820 from 2,935
Change+35,885 (+1223%)
Value$5.9M (+$5.4M)
Filed 2026-11-06
Udine Wealth Management, Inc.
INCREASED
Shares38,505 from 16,743
Change+21,762 (+130%)
Value$5.8M (+$2.9M)
Filed 2026-10-23
Summit Securities Group LLC
NEW
Shares38,356
Change+38,356
Value$5.8M
Filed 2026-11-05
Madden Securities Corp
INCREASED
Shares38,353 from 22,836
Change+15,517 (+68%)
Value$5.8M (+$1.9M)
Filed 2026-10-27
Hourglass Capital, LLC
NEW
Shares38,307
Change+38,307
Value$5.8M
Filed 2026-10-26
Candriam S.C.A.
INCREASED
Shares38,016 from 33,403
Change+4,613 (+14%)
Value$5.8M (+$54.3K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares37,855 from 9,820
Change+28,035 (+285%)
Value$5.7M (+$4.0M)
Filed 2026-10-27
Maryland State Retirement & Pension System
INCREASED
Shares37,389 from 28,782
Change+8,607 (+30%)
Value$5.6M (+$722.8K)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares37,327
Change+37,327
Value$5.6M
Filed 2026-10-29
Straight Path Wealth Management
NEW
Shares37,013
Change+37,013
Value$5.6M
Filed 2026-10-23
Laurel Wealth Advisors LLC
INCREASED
Shares36,995 from 2,074
Change+34,921 (+1684%)
Value$5.6M (+$5.2M)
Filed 2026-10-27
Channing Capital Management, LLC
NEW
Shares36,943
Change+36,943
Value$5.6M
Filed 2026-11-02
Sierra Summit Advisors LLC
INCREASED
Shares36,852 from 36,450
Change+402 (+1%)
Value$5.6M (-$668.4K)
Filed 2026-10-28
Davenport & Co LLC
NEW
Shares36,546
Change+36,546
Value$5.5M
Filed 2026-10-14
Archer Investment Management, LLC
NEW
Shares36,445
Change+36,445
Value$5.5M
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares35,692
Change+35,692
Value$5.4M
Filed 2026-11-04
RWQ Financial Management Services, Inc.
INCREASED
Shares35,100 from 9,375
Change+25,725 (+274%)
Value$5.3M (+$3.7M)
Filed 2026-10-19
Gallagher Capital Advisors, LLC
INCREASED
Shares34,823 from 1,646
Change+33,177 (+2016%)
Value$5.3M (+$5.0M)
Filed 2026-10-09
Sigma Planning Corp
INCREASED
Shares34,670 from 21,255
Change+13,415 (+63%)
Value$5.2M (+$1.6M)
Filed 2026-10-23
BigSur Wealth Management LLC
INCREASED
Shares34,400 from 2,100
Change+32,300 (+1538%)
Value$5.2M (+$4.8M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares34,332 from 4,565
Change+29,767 (+652%)
Value$5.2M (+$4.4M)
Filed 2026-11-04
Sage Capital Management, LLC
NEW
Shares33,502
Change+33,502
Value$5.1M
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares33,500 from 16,390
Change+17,110 (+104%)
Value$5.1M (+$2.3M)
Filed 2026-10-15
Fisher Asset Management, LLC
INCREASED
Shares33,278 from 1,308
Change+31,970 (+2444%)
Value$5.0M (+$4.8M)
Filed 2026-11-06
CX Institutional
NEW
Shares33,155
Change+33,155
Value$5.0K
Filed 2026-10-02
Rakuten Securities, Inc.
NEW
Shares32,951
Change+32,951
Value$5.0M
Filed 2026-11-02
Draper Asset Management, LLC
INCREASED
Shares32,795 from 30,495
Change+2,300 (+8%)
Value$4.9M (-$263.0K)
Filed 2026-10-09
OAK Ridge Investments LLC
DECREASED
Shares32,764 from 34,518
Change-1,754 (-5%)
Value$4.9M (-$955.0K)
Filed 2026-10-30
KPP Advisory Services LLC
INCREASED
Shares32,284 from 31,860
Change+424 (+1%)
Value$4.9M (-$573.2K)
Filed 2026-10-26
GFS Advisors, LLC
INCREASED
Shares31,343 from 28,965
Change+2,378 (+8%)
Value$4.7M (+$4.7M)
Filed 2026-11-03
Parkshore Wealth Management, Inc.
NEW
Shares30,660
Change+30,660
Value$4.6M
Filed 2026-10-13
Convergence Financial, LLC
INCREASED
Shares30,285 from 26,740
Change+3,545 (+13%)
Value$4.6M (+$14)
Filed 2026-10-27
Ag2r LA Mondiale Gestion D'actifs
NEW
Shares30,213
Change+30,213
Value$4.6M
Filed 2026-10-26
Mainsail Asset Management, LLC
NEW
Shares30,120
Change+30,120
Value$5.2M
Filed 2026-10-14
Regions Financial Corp
NEW
Shares29,832
Change+29,832
Value$4.5M
Filed 2026-11-05
Signature Resources Capital Management, LLC
INCREASED
Shares29,827 from 438
Change+29,389 (+6710%)
Value$4.5M (+$4.4M)
Filed 2026-10-16
NTV Asset Management LLC
NEW
Shares29,772
Change+29,772
Value$4.5M
Filed 2026-10-23
J. Derek Lewis & Associates Inc.
NEW
Shares29,046
Change+29,046
Value$4.4M
Filed 2026-11-03
Segment Wealth Management, LLC
NEW
Shares29,025
Change+29,025
Value$4.4M
Filed 2026-10-26
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares28,848 from 30,456
Change-1,608 (-5%)
Value$4.4M (-$851.7K)
Filed 2026-10-13
Stevens Capital Partners
INCREASED
Shares28,821 from 15,347
Change+13,474 (+88%)
Value$4.3M (+$1.7M)
Filed 2026-10-29
Purewater Capital LLC
NEW
Shares28,594
Change+28,594
Value$4.3M
Filed 2026-10-23
Moors & Cabot, Inc.
INCREASED
Shares28,432 from 18,993
Change+9,439 (+50%)
Value$4.3M (+$1.0M)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares28,319 from 13,218
Change+15,101 (+114%)
Value$4.3M (+$2.0M)
Filed 2026-11-04
Security National Bank
NEW
Shares28,141
Change+28,141
Value$4.2M
Filed 2026-10-26
Empire Life Investments Inc.
NEW
Shares28,024
Change+28,024
Value$4.2M
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares27,622 from 9,721
Change+17,901 (+184%)
Value$4.2M (+$2.5M)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares27,615 from 4,913
Change+22,702 (+462%)
Value$4.2M (+$3.4M)
Filed 2026-10-13
Mountain Hill Investment Partners Corp.
INCREASED
Shares27,465 from 600
Change+26,865 (+4478%)
Value$4.1M (+$4.0M)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
NEW
Shares27,174
Change+27,174
Value$4.1M
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares27,095 from 682
Change+26,413 (+3873%)
Value$4.1M (+$4.0M)
Filed 2026-10-20
Wealth Management Partners, LLC
INCREASED
Shares26,962 from 11,407
Change+15,555 (+136%)
Value$4.1M (+$2.1M)
Filed 2026-10-21
Third View Private Wealth, LLC
INCREASED
Shares26,760 from 12,931
Change+13,829 (+107%)
Value$4.0M (+$1.8M)
Filed 2026-10-30
Crumly & Associates Inc.
INCREASED
Shares26,669 from 3,541
Change+23,128 (+653%)
Value$4.0M (+$3.4M)
Filed 2026-10-07
Advisor OS, LLC
INCREASED
Shares26,401 from 1,482
Change+24,919 (+1681%)
Value$4.0M (+$3.7M)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares26,070 from 18,359
Change+7,711 (+42%)
Value$3.9M (+$796.0K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares25,914 from 6,191
Change+19,723 (+319%)
Value$3.9M (+$2.9M)
Filed 2026-11-03
Serenity Investment Advisors
DECREASED
Shares25,662 from 28,807
Change-3,145 (-11%)
Value$3.9M (+$11.2K)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares25,622 from 5,171
Change+20,451 (+395%)
Value$3.9M (+$3.0M)
Filed 2026-11-05
Dutch Asset Corp
NEW
Shares25,601
Change+25,601
Value$3.9M
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares25,413 from 3,237
Change+22,176 (+685%)
Value$3.8M (+$3.3M)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares25,357 from 17,578
Change+7,779 (+44%)
Value$3.8M (+$822.0K)
Filed 2026-10-15
Anderson Hoagland & Co
NEW
Shares25,128
Change+25,128
Value$3.6M
Filed 2026-10-23
Covenant Asset Management, LLC
NEW
Shares24,851
Change+24,851
Value$3.7M
Filed 2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED
Shares24,812 from 17,000
Change+7,812 (+46%)
Value$3.7M (+$838.5K)
Filed 2026-10-26
Investment House LLC
NEW
Shares24,777
Change+24,777
Value$3.7M
Filed 2026-10-21
AM Investment Strategies LLC
INCREASED
Shares24,583 from 2,180
Change+22,403 (+1028%)
Value$3.7K (+$3.3K)
Filed 2026-11-05
Rebalance, LLC
NEW
Shares24,271
Change+24,271
Value$3.7M
Filed 2026-10-22
Triad Wealth Partners, LLC
INCREASED
Shares24,200 from 18,603
Change+5,597 (+30%)
Value$3.7M (+$1.5M)
Filed 2026-10-26
J.Safra Asset Management Corp
INCREASED
Shares23,947 from 22,107
Change+1,840 (+8%)
Value$3.6M (-$164.6K)
Filed 2026-11-03
Synergy Asset Management, LLC
INCREASED
Shares23,853 from 5,083
Change+18,770 (+369%)
Value$3.6M (+$2.7M)
Filed 2026-11-05
Ariston Services Group
INCREASED
Shares23,696 from 13,075
Change+10,621 (+81%)
Value$3.6M (+$1.3M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares23,622 from 9,577
Change+14,045 (+147%)
Value$3.6M (+$1.9M)
Filed 2026-10-21
Sapient Capital LLC
NEW
Shares23,473
Change+23,473
Value$3.5M
Filed 2026-10-08
Miramontes Capital, LLC
INCREASED
Shares23,380 from 4,602
Change+18,778 (+408%)
Value$3.5M (+$2.7M)
Filed 2026-10-19
GSG Advisors LLC
NEW
Shares23,267
Change+23,267
Value$3.5M
Filed 2026-11-03
KFG Wealth Management, LLC
INCREASED
Shares23,181 from 2,091
Change+21,090 (+1009%)
Value$3.5M (+$3.1M)
Filed 2026-10-16
Kercheville Advisors, LLC
INCREASED
Shares23,010 from 8,890
Change+14,120 (+159%)
Value$3.5M (+$2.0M)
Filed 2026-10-19
Clearwater Capital Advisors, LLC
NEW
Shares22,841
Change+22,841
Value$3.4M
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares22,785
Change+22,785
Value$3.4M
Filed 2026-10-30
Americana Partners, LLC
INCREASED
Shares22,655 from 4,309
Change+18,346 (+426%)
Value$3.4M (+$2.7M)
Filed 2026-10-28
Aljian Capital Management, LLC
INCREASED
Shares22,598 from 8,207
Change+14,391 (+175%)
Value$3.4M (+$2.0M)
Filed 2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares22,559 from 15,520
Change+7,039 (+45%)
Value$3.4K (+$751)
Filed 2026-10-22
Interchange Capital Partners, LLC
NEW
Shares22,557
Change+22,557
Value$3.4M
Filed 2026-10-28
Altiora Financial Group, LLC
INCREASED
Shares22,537 from 2,594
Change+19,943 (+769%)
Value$3.4M (+$3.0M)
Filed 2026-11-04
Werba Rubin Papier Wealth Management
INCREASED
Shares22,532 from 1,257
Change+21,275 (+1693%)
Value$3.4M (+$3.2M)
Filed 2026-11-06
Cornerstone Advisory, LLC
INCREASED
Shares22,493 from 2,777
Change+19,716 (+710%)
Value$3.4M (+$2.9M)
Filed 2026-11-06
Sanders Morris Harris LLC
NEW
Shares22,448
Change+22,448
Value$3.3M
Filed 2026-10-14
Truxt Investmentos Ltda.
NEW
Shares22,400
Change+22,400
Value$3.4M
Filed 2026-11-03
Castle Rock Wealth Management, LLC
INCREASED
Shares22,357 from 14,661
Change+7,696 (+52%)
Value$3.8M (+$1.5M)
Filed 2026-10-09
Sloy Dahl & Holst, LLC
INCREASED
Shares22,241 from 6,868
Change+15,373 (+224%)
Value$3.4M (+$2.2M)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares22,087 from 7,335
Change+14,752 (+201%)
Value$3.3M (+$2.1M)
Filed 2026-10-16
Shah Wealth Advisors, LLC
NEW
Shares22,025
Change+22,025
Value$3.3M
Filed 2026-11-06
McAlister, Sweet & Associates, Inc.
INCREASED
Shares22,011 from 21,419
Change+592 (+3%)
Value$3.3M (-$339.1K)
Filed 2026-10-07
Focus Financial Network, Inc.
INCREASED
Shares21,942 from 7,830
Change+14,112 (+180%)
Value$3.3M (+$2.0M)
Filed 2026-10-14
HBK Sorce Advisory LLC
INCREASED
Shares21,804 from 12,319
Change+9,485 (+77%)
Value$2.7M (+$1.4M)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares21,798 from 10,093
Change+11,705 (+116%)
Value$3.3M (+$1.6M)
Filed 2026-10-29
Carolina Wealth Management Inc
NEW
Shares21,791
Change+21,791
Value$3.3M
Filed 2026-10-29
Meitav Investment House LTD
NEW
Shares21,737
Change+21,737
Value$3.3M
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares21,737 from 6,281
Change+15,456 (+246%)
Value$3.3M (+$2.2M)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares21,540 from 12,302
Change+9,238 (+75%)
Value$3.2M (+$1.1M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares21,385 from 7,496
Change+13,889 (+185%)
Value$3.2M (+$1.9M)
Filed 2026-11-04
Weaver Consulting Group
NEW
Shares21,295
Change+21,295
Value$3.2M
Filed 2026-10-07
Asset Planning Services Inc
DECREASED
Shares21,240 from 21,430
Change-190 (-1%)
Value$3.2K (-$458)
Filed 2026-10-15
Mission Wealth Management, LP
INCREASED
Shares21,049 from 11,672
Change+9,377 (+80%)
Value$3.2M (+$1.2M)
Filed 2026-10-15
Simon Quick Advisors, LLC
INCREASED
Shares21,006 from 5,247
Change+15,759 (+300%)
Value$3.2M (+$2.3M)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares20,591 from 15,567
Change+5,024 (+32%)
Value$3.1M (+$446.6K)
Filed 2026-10-26
O'Domhnaill Enterprises, Inc.
INCREASED
Shares20,440 from 9,574
Change+10,866 (+113%)
Value$3.1M (+$1.4M)
Filed 2026-10-29
Westwood Wealth Management
INCREASED
Shares20,435 from 12,040
Change+8,395 (+70%)
Value$3.1M (+$1.0M)
Filed 2026-10-29
Cromwell Holdings LLC
NEW
Shares20,144
Change+20,144
Value$3.0M
Filed 2026-10-28
Guardian Partners Inc.
INCREASED
Shares20,118 from 11,075
Change+9,043 (+82%)
Value$3.0M (+$1.1M)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares20,007 from 17,637
Change+2,370 (+13%)
Value$3.0M (+$4.7K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares20,005 from 5,404
Change+14,601 (+270%)
Value$3.0M (+$2.1M)
Filed 2026-10-21
Canal Insurance Co
NEW
Shares20,000
Change+20,000
Value$3.0K
Filed 2026-10-20
Arrow Capital Pty Ltd
DECREASED
Shares20,000 from 25,000
Change-5,000 (-20%)
Value$3.0M (-$1.3M)
Filed 2026-11-06
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$3.0M (-$400.0K)
Filed 2026-10-30
Adamsbrown Wealth Consultants LLC
INCREASED
Shares19,836 from 2,651
Change+17,185 (+648%)
Value$3.0M (+$2.5M)
Filed 2026-10-20
Mandatum Life Insurance Co Ltd
NEW
Shares19,631
Change+19,631
Value$3.0M
Filed 2026-11-06
Hohimer Wealth Management, LLC
INCREASED
Shares19,596 from 13,429
Change+6,167 (+46%)
Value$3.0M (+$661.8K)
Filed 2026-11-04
Avior Wealth Management, LLC
NEW
Shares19,452
Change+19,452
Value$2.9M
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares19,350 from 6,411
Change+12,939 (+202%)
Value$2.9M (+$1.8M)
Filed 2026-10-23
TigerOak Management, L.L.C.
INCREASED
Shares19,261 from 9,511
Change+9,750 (+103%)
Value$2.9M (+$1.3M)
Filed 2026-10-23
CPC Advisors, LLC
INCREASED
Shares19,032 from 15,388
Change+3,644 (+24%)
Value$2.9M (+$242.0K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares18,836 from 2,499
Change+16,337 (+654%)
Value$2.8M (+$2.4M)
Filed 2026-10-21
Sage Capital Advisors,llc
DECREASED
Shares18,803 from 19,043
Change-240 (-1%)
Value$2.8M (-$417.1K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
NEW
Shares18,576
Change+18,576
Value$2.8M
Filed 2026-10-16
KMG Fiduciary Partners, LLC
NEW
Shares18,564
Change+18,564
Value$2.8M
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares18,519 from 15,000
Change+3,519 (+23%)
Value$3.2M (+$601.3K)
Filed 2026-11-06
CMG Global Holdings, LLC
NEW
Shares18,517
Change+18,517
Value$2.8M
Filed 2026-10-14
Connecticut Wealth Management, LLC
INCREASED
Shares18,472 from 18,159
Change+313 (+2%)
Value$2.8M (-$316.0K)
Filed 2026-10-13
Procyon Advisors, LLC
NEW
Shares18,459
Change+18,459
Value$2.8M
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares18,378
Change+18,378
Value$2.8M
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares18,202 from 168
Change+18,034 (+10735%)
Value$2.7M (+$2.7M)
Filed 2026-11-03
WT Wealth Management
INCREASED
Shares17,681 from 1,381
Change+16,300 (+1180%)
Value$2.7M (+$2.4M)
Filed 2026-10-13
Mirabaud & Cie SA
NEW
Shares17,546
Change+17,546
Value$2.6M
Filed 2026-10-27
GenTrust, LLC
INCREASED
Shares17,526 from 1,659
Change+15,867 (+956%)
Value$2.6M (+$2.4M)
Filed 2026-11-06
Del-Sette Capital Management, LLC
NEW
Shares17,509
Change+17,509
Value$2.6M
Filed 2026-10-23
Jeppson Wealth Management, LLC
NEW
Shares17,277
Change+17,277
Value$2.6M
Filed 2026-10-20
Jackson Square Capital, LLC
NEW
Shares17,268
Change+17,268
Value$2.6M
Filed 2026-10-19
Nfsg Corp
INCREASED
Shares17,189 from 9,747
Change+7,442 (+76%)
Value$2.6M (+$927.8K)
Filed 2026-10-15
North Dakota State Investment Board
NEW
Shares17,052
Change+17,052
Value$2.6M
Filed 2026-10-27
MSH Capital Advisors LLC
INCREASED
Shares16,888 from 3,890
Change+12,998 (+334%)
Value$2.5M (+$1.9M)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
NEW
Shares16,843
Change+16,843
Value$2.5M
Filed 2026-10-08
Verity Asset Management, Inc.
INCREASED
Shares16,736 from 8,391
Change+8,345 (+99%)
Value$2.5M (+$1.1M)
Filed 2026-10-30
M Holdings Securities, Inc.
NEW
Shares16,514
Change+16,514
Value$2.4K
Filed 2026-11-03
RHL Group, LLC
NEW
Shares16,334
Change+16,334
Value$2.5M
Filed 2026-11-04
Harbor Investment Advisory, LLC
NEW
Shares16,330
Change+16,330
Value$2.5M
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares16,328 from 10,187
Change+6,141 (+60%)
Value$2.5M (+$722.7K)
Filed 2026-10-20
Juncture Wealth Strategies, LLC
INCREASED
Shares16,300 from 2,671
Change+13,629 (+510%)
Value$2.5M (+$2.0M)
Filed 2026-10-06
Colonial River Investments, LLC
INCREASED
Shares16,277 from 5,061
Change+11,216 (+222%)
Value$2.5M (+$1.6M)
Filed 2026-10-19
Valen Private Capital, LLC
NEW
Shares16,269
Change+16,269
Value$2.5M
Filed 2026-10-23
Shariaportfolio, Inc.
NEW
Shares16,208
Change+16,208
Value$2.4M
Filed 2026-10-20
First Citizens Bank & Trust Co
INCREASED
Shares15,985 from 1,670
Change+14,315 (+857%)
Value$2.4M (+$2.1M)
Filed 2026-10-14
Clear Wave Wealth Management LLC
INCREASED
Shares15,905 from 10,393
Change+5,512 (+53%)
Value$2.4M (+$623.7K)
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares15,716 from 6,002
Change+9,714 (+162%)
Value$2.4M (+$1.3M)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED
Shares15,687 from 10,823
Change+4,864 (+45%)
Value$2.3M (+$848.3K)
Filed 2026-10-21
25 LLC
INCREASED
Shares15,667 from 6,026
Change+9,641 (+160%)
Value$2.4M (+$1.3M)
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares15,654 from 8,467
Change+7,187 (+85%)
Value$2.4M (+$914.9K)
Filed 2026-11-03
Cullen Investment Group, Ltd.
NEW
Shares15,611
Change+15,611
Value$2.6M
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares15,576 from 2,100
Change+13,476 (+642%)
Value$2.3M (+$2.0M)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED
Shares15,545 from 1,330
Change+14,215 (+1069%)
Value$2.3M (+$2.1M)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares15,528 from 6,930
Change+8,598 (+124%)
Value$2.3M (+$1.2M)
Filed 2026-10-28
Balboa Wealth Partners
INCREASED
Shares15,420 from 3,232
Change+12,188 (+377%)
Value$2.3M (+$1.8M)
Filed 2026-10-20
SAX Wealth Advisors, LLC
NEW
Shares15,368
Change+15,368
Value$2.3M
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
NEW
Shares15,331
Change+15,331
Value$2.3M
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares15,328 from 1,645
Change+13,683 (+832%)
Value$2.3M (+$2.1M)
Filed 2026-10-15
Horizon Wealth Management, LLC
INCREASED
Shares15,286 from 14,950
Change+336 (+2%)
Value$2.3M (-$248.3K)
Filed 2026-11-02
First American Bank
NEW
Shares15,129
Change+15,129
Value$2.3M
Filed 2026-10-27
Evergreen Capital Management LLC
INCREASED
Shares15,129 from 4,565
Change+10,564 (+231%)
Value$2.3M (+$1.5M)
Filed 2026-10-23
Keeler Thomas Management LLC
NEW
Shares14,989
Change+14,989
Value$2.3M
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares14,889 from 9,552
Change+5,337 (+56%)
Value$2.2M (+$1.0M)
Filed 2026-10-30
Traynor Capital Management, Inc.
INCREASED
Shares14,886 from 5,440
Change+9,446 (+174%)
Value$2.2M (+$1.3M)
Filed 2026-10-29
MFG Wealth Management, Inc.
NEW
Shares14,870
Change+14,870
Value$2.2M
Filed 2026-10-09
Abound Wealth Management
INCREASED
Shares14,845 from 2,049
Change+12,796 (+625%)
Value$2.2M (+$1.9M)
Filed 2026-10-26
Claro Advisors Inc.
INCREASED
Shares14,734 from 6,274
Change+8,460 (+135%)
Value$2.2M (+$1.2M)
Filed 2026-11-02
Watershed Private Wealth LLC
NEW
Shares14,698
Change+14,698
Value$2.2M
Filed 2026-10-30
Financial Management Network Inc
INCREASED
Shares14,679 from 7,869
Change+6,810 (+87%)
Value$2.3M (+$1.4M)
Filed 2026-10-09
Sherry Group, Inc.
INCREASED
Shares14,649 from 13,844
Change+805 (+6%)
Value$2.2M (-$63.1K)
Filed 2026-10-09
Elyxium Wealth, LLC
DECREASED
Shares14,610 from 202,910
Change-188,300 (-93%)
Value$2.2M (-$32.5M)
Filed 2026-10-27
Cordatus Wealth Management LLC
NEW
Shares14,513
Change+14,513
Value$2.2M
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares14,445 from 8,278
Change+6,167 (+75%)
Value$2.2M (+$764.8K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares14,402 from 2,672
Change+11,730 (+439%)
Value$2.2M (+$1.7M)
Filed 2026-11-03
IPG Investment Advisors LLC
INCREASED
Shares14,313 from 11,561
Change+2,752 (+24%)
Value$2.2M (+$183.9K)
Filed 2026-10-30
Surience Private Wealth LLC
NEW
Shares14,244
Change+14,244
Value$2.1M
Filed 2026-10-16
Private Wealth Partners, LLC
NEW
Shares14,084
Change+14,084
Value$2.1M
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares14,082 from 8,325
Change+5,757 (+69%)
Value$2.1M (+$702.0K)
Filed 2026-11-05
Bernicke Wealth Management, Ltd.
NEW
Shares14,060
Change+14,060
Value$2.1M
Filed 2026-11-06
Catalyst Private Wealth, LLC
NEW
Shares14,040
Change+14,040
Value$2.1M
Filed 2026-10-13
Cherry Creek Investment Advisors, Inc.
NEW
Shares14,016
Change+14,016
Value$2.1M
Filed 2026-10-14
Iowa State Bank
NEW
Shares14,013
Change+14,013
Value$2.1M
Filed 2026-10-06
Signal Advisors Wealth, LLC
INCREASED
Shares14,006 from 9,422
Change+4,584 (+49%)
Value$2.1M (+$503.0K)
Filed 2026-10-13
Crystal Rock Capital Management
INCREASED
Shares14,000 from 9,000
Change+5,000 (+56%)
Value$2.1M (+$574.3K)
Filed 2026-10-28
Sterling Capital Management LLC
INCREASED
Shares13,939 from 12,943
Change+996 (+8%)
Value$2.1M (-$108.6K)
Filed 2026-10-22
Hartmann Taylor Wealth Management, LLC
NEW
Shares13,886
Change+13,886
Value$2.1M
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares13,886 from 6,632
Change+7,254 (+109%)
Value$2.1M (+$961.7K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares13,852 from 28
Change+13,824 (+49371%)
Value$2.1M (+$2.1M)
Filed 2026-10-30
Nikulski Financial, Inc.
NEW
Shares13,811
Change+13,811
Value$2.1M
Filed 2026-11-06
Washington Trust Advisors, Inc.
INCREASED
Shares13,788 from 252
Change+13,536 (+5371%)
Value$2.1M (+$2.0M)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED
Shares13,750 from 8,287
Change+5,463 (+66%)
Value$2.1M (+$658.4K)
Filed 2026-10-19
Nicholas Wealth, Llc.
INCREASED
Shares13,734 from 2,972
Change+10,762 (+362%)
Value$2.1M (+$1.6M)
Filed 2026-10-26
LEE Danner & Bass Inc
DECREASED
Shares13,723 from 13,868
Change-145 (-1%)
Value$2.1M (-$299.2K)
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
INCREASED
Shares13,691 from 12,249
Change+1,442 (+12%)
Value$2.1M (-$27.5K)
Filed 2026-11-03
Maia Wealth LLC
NEW
Shares13,503
Change+13,503
Value$2.0M
Filed 2026-10-19
Versant Capital Management, Inc
NEW
Shares13,397
Change+13,397
Value$2.0M
Filed 2026-10-02
Howard Capital Management, LLC
INCREASED
Shares13,244 from 13,188
Change+56 (+0%)
Value$2.0M (-$255.3K)
Filed 2026-10-16
Wealth Effects LLC
INCREASED
Shares13,191 from 7,166
Change+6,025 (+84%)
Value$2.0M (+$765.6K)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares13,168 from 9,300
Change+3,868 (+42%)
Value$2.0M (+$397.5K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares13,088 from 4,493
Change+8,595 (+191%)
Value$2.0M (+$1.2M)
Filed 2026-10-29
Banta Asset Management LP
NEW
Shares13,015
Change+13,015
Value$2.0M
Filed 2026-11-02
Cooper Financial Group
INCREASED
Shares12,964 from 5,561
Change+7,403 (+133%)
Value$2.0M (+$1.0M)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares12,924 from 2,822
Change+10,102 (+358%)
Value$1.9M (+$1.5M)
Filed 2026-11-03
Diversified Trust Co
INCREASED
Shares12,846 from 3,569
Change+9,277 (+260%)
Value$1.9M (+$1.3M)
Filed 2026-11-06
Ethos Capital Management, Inc.
NEW
Shares12,709
Change+12,709
Value$1.9M
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares12,647 from 3,051
Change+9,596 (+315%)
Value$1.9M (+$1.4M)
Filed 2026-10-20
Floyd Financial Group LLC
INCREASED
Shares12,631 from 10,900
Change+1,731 (+16%)
Value$2.0M (+$494.0K)
Filed 2026-10-28
AA Financial Advisors, LLC
INCREASED
Shares12,590 from 12,185
Change+405 (+3%)
Value$1.9M (-$182.6K)
Filed 2026-10-19
Leonteq Securities AG
DECREASED
Shares12,571 from 29,790
Change-17,219 (-58%)
Value$1.9M (-$3.2M)
Filed 2026-10-29
T3 Companies, LLC
NEW
Shares12,542
Change+12,542
Value$1.9M
Filed 2026-10-22
Parisi Gray Wealth Management
INCREASED
Shares12,500 from 7,321
Change+5,179 (+71%)
Value$1.9M (+$634.9K)
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares12,464 from 8,023
Change+4,441 (+55%)
Value$1.9M (+$509.6K)
Filed 2026-10-15
Johnson Financial Group, LLC
NEW
Shares12,412
Change+12,412
Value$1.9M
Filed 2026-11-03
Rye Brook Capital LLC
NEW
Shares12,400
Change+12,400
Value$1.9K
Filed 2026-10-07
Arcadia Wealth Management, LLC
NEW
Shares12,336
Change+12,336
Value$1.9M
Filed 2026-10-22
Gables Capital Management Inc.
INCREASED
Shares12,328 from 6,920
Change+5,408 (+78%)
Value$1.9M (+$677.5K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
NEW
Shares12,273
Change+12,273
Value$1.9M
Filed 2026-10-16
Warren Street Wealth Advisors, LLC
NEW
Shares12,262
Change+12,262
Value$1.8M
Filed 2026-11-04
Clarus Wealth Advisors
NEW
Shares12,261
Change+12,261
Value$2.0M
Filed 2026-10-13
Principal Financial Group Inc
DECREASED
Shares12,240 from 17,459
Change-5,219 (-30%)
Value$1.8M (-$1.1M)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares12,231 from 10,984
Change+1,247 (+11%)
Value$1.8M (-$31.6K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
INCREASED
Shares12,230 from 20
Change+12,210 (+61050%)
Value$1.8M (+$1.8M)
Filed 2026-10-28
Smith Salley Wealth Management
NEW
Shares12,228
Change+12,228
Value$1.8M
Filed 2026-11-03
Bayshore Capital Advisors, LLC
NEW
Shares12,215
Change+12,215
Value$1.8M
Filed 2026-11-02
BIP Wealth, LLC
INCREASED
Shares12,197 from 2,106
Change+10,091 (+479%)
Value$1.8M (+$1.5M)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED
Shares12,050 from 6,496
Change+5,554 (+86%)
Value$1.8M (+$708.0K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares11,878 from 5,197
Change+6,681 (+129%)
Value$1.8M (+$903.9K)
Filed 2026-11-03
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares11,875 from 3,138
Change+8,737 (+278%)
Value$1.8M (+$1.3M)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares11,850 from 1,378
Change+10,472 (+760%)
Value$1.8M (+$1.6M)
Filed 2026-11-04
Spinnaker Investment Group, LLC
NEW
Shares11,829
Change+11,829
Value$1.8M
Filed 2026-10-13
QTR Family Wealth, LLC
NEW
Shares11,806
Change+11,806
Value$1.8M
Filed 2026-11-02
Hatch Cove Capital, LLC
NEW
Shares11,800
Change+11,800
Value$1.8M
Filed 2026-10-21
Bokf, NA
INCREASED
Shares11,761 from 698
Change+11,063 (+1585%)
Value$1.8M (+$1.7M)
Filed 2026-10-27
Pinnacle Associates LTD
INCREASED
Shares11,741 from 3,181
Change+8,560 (+269%)
Value$1.8M (+$1.2M)
Filed 2026-10-20
Riversedge Advisors, LLC
NEW
Shares11,712
Change+11,712
Value$1.8M
Filed 2026-10-09
71 West Capital Partners
NEW
Shares11,701
Change+11,701
Value$1.8M
Filed 2026-11-04
Quantum Private Wealth, LLC
INCREASED
Shares11,685 from 3,214
Change+8,471 (+264%)
Value$1.8M (+$1.2M)
Filed 2026-10-20
Crescent Grove Advisors, LLC
NEW
Shares11,653
Change+11,653
Value$1.8M
Filed 2026-10-21
Elevation Wealth Management LLC
NEW
Shares11,635
Change+11,635
Value$1.8M
Filed 2026-11-02
Andina Capital Management, LLC
NEW
Shares11,537
Change+11,537
Value$1.7M
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares11,434 from 10,973
Change+461 (+4%)
Value$1.7M (-$149.9K)
Filed 2026-10-28
Greenbush Financial Group, LLC
INCREASED
Shares11,339 from 2,365
Change+8,974 (+379%)
Value$1.7M (+$1.3M)
Filed 2026-10-15
Matauro, LLC
NEW
Shares11,320
Change+11,320
Value$1.7M
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares11,190 from 3,490
Change+7,700 (+221%)
Value$1.7M (+$1.1M)
Filed 2026-11-03
Clarus Group, Inc.
NEW
Shares11,044
Change+11,044
Value$1.7M
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares11,029 from 5,815
Change+5,214 (+90%)
Value$1.7M (+$881.5K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares10,978 from 2,000
Change+8,978 (+449%)
Value$1.7M (+$1.3M)
Filed 2026-10-30
Tucker Asset Management LLC
DECREASED
Shares10,904 from 11,591
Change-687 (-6%)
Value$1.6M (-$335.5K)
Filed 2026-10-29
William John Sempolinski
INCREASED
Shares10,902 from 4,070
Change+6,832 (+168%)
Value$1.6M (+$949.3K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares10,883 from 2,381
Change+8,502 (+357%)
Value$1.6M (+$1.2M)
Filed 2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares10,882 from 2,485
Change+8,397 (+338%)
Value$1.6M (+$1.2M)
Filed 2026-10-22
1888 Investments, LLC
NEW
Shares10,861
Change+10,861
Value$1.6M
Filed 2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED
Shares10,701 from 2,765
Change+7,936 (+287%)
Value$1.6M (+$1.1M)
Filed 2026-10-14
Puff Wealth Management, LLC
NEW
Shares10,693
Change+10,693
Value$1.6M
Filed 2026-10-07
Lineweaver Wealth Advisors, LLC
NEW
Shares10,583
Change+10,583
Value$1.6M
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
NEW
Shares10,577
Change+10,577
Value$1.6M
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares10,560 from 4,782
Change+5,778 (+121%)
Value$1.6M (+$776.0K)
Filed 2026-11-05
Elmwood Wealth Management, Inc.
NEW
Shares10,541
Change+10,541
Value$1.6M
Filed 2026-10-14
True Private Wealth Advisors
INCREASED
Shares10,519 from 7,104
Change+3,415 (+48%)
Value$1.6M (+$373.2K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares10,504 from 9,949
Change+555 (+6%)
Value$1.6M (-$115.7K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares10,450 from 3,057
Change+7,393 (+242%)
Value$1.6M (+$1.1M)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares10,447 from 7,677
Change+2,770 (+36%)
Value$1.6M (+$264.4K)
Filed 2026-10-19
Quintet Private Bank (Europe) S.A.
INCREASED
Shares10,416 from 6,217
Change+4,199 (+68%)
Value$1.6M (+$509.1K)
Filed 2026-10-08
Roman Butler Fullerton & Co
INCREASED
Shares10,376 from 9,068
Change+1,308 (+14%)
Value$1.5M (+$273.6K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED
Shares10,259 from 122
Change+10,137 (+8309%)
Value$1.5M (+$1.5M)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
INCREASED
Shares10,083 from 5,726
Change+4,357 (+76%)
Value$1.5M (+$542.8K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares10,069
Change+10,069
Value$1.5M
Filed 2026-10-28
Tempus Wealth Planning, LLC
NEW
Shares10,060
Change+10,060
Value$1.5M
Filed 2026-10-14
R2 Capital Strategies, LLC
INCREASED
Shares10,053 from 8,955
Change+1,098 (+12%)
Value$1.5M (-$13.5K)
Filed 2026-10-15
MinichMacGregor Wealth Management, LLC
NEW
Shares10,017
Change+10,017
Value$1.5M
Filed 2026-10-14
Connective Portfolio Management, LLC
DECREASED
Shares10,000 from 11,000
Change-1,000 (-9%)
Value$1.5M (-$370.9K)
Filed 2026-10-22
Freemont Management S.A.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.5M (-$200.0K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
INCREASED
Shares9,929 from 7,847
Change+2,082 (+27%)
Value$1.5M (+$157.1K)
Filed 2026-11-02
Windmill Hill Asset Management Ltd
NEW
Shares9,904
Change+9,904
Value$1.5M
Filed 2026-10-28
UG Investment Advisers Ltd.
DECREASED
Shares9,826 from 75,712
Change-65,886 (-87%)
Value$1.5M (-$11.5M)
Filed 2026-11-06
Sepio Capital, LP
INCREASED
Shares9,811 from 5,242
Change+4,569 (+87%)
Value$1.5M (+$584.6K)
Filed 2026-10-22
Capital Planning LLC
NEW
Shares9,806
Change+9,806
Value$1.5M
Filed 2026-10-09
Brown, Lisle Ings, Inc.
INCREASED
Shares9,710 from 6,670
Change+3,040 (+46%)
Value$1.5M (+$325.2K)
Filed 2026-10-16
Quattro Financial Advisors LLC
NEW
Shares9,700
Change+9,700
Value$1.5M
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
NEW
Shares9,681
Change+9,681
Value$1.5M
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares9,633 from 1,836
Change+7,797 (+425%)
Value$1.6M (+$1.3M)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares9,584 from 8,938
Change+646 (+7%)
Value$1.4M (-$81.3K)
Filed 2026-10-16
Angeles Wealth Management, LLC
NEW
Shares9,562
Change+9,562
Value$1.4M
Filed 2026-10-26
United Asset Strategies, Inc.
NEW
Shares9,498
Change+9,498
Value$1.4M
Filed 2026-10-28
Wynn Capital, LLC
INCREASED
Shares9,416 from 1,202
Change+8,214 (+683%)
Value$1.4M (+$1.2M)
Filed 2026-10-13
Nemes Rush Group LLC
INCREASED
Shares9,409 from 2,501
Change+6,908 (+276%)
Value$1.4M (+$992.1K)
Filed 2026-11-04
Encompass More Asset Management
INCREASED
Shares9,301 from 2,869
Change+6,432 (+224%)
Value$1.4M (+$912.8K)
Filed 2026-10-16
Nautilus Advisors LLC
INCREASED
Shares9,297 from 3,669
Change+5,628 (+153%)
Value$1.4M (+$869.4K)
Filed 2026-10-07
Evolution Wealth Advisors, LLC
INCREASED
Shares9,259 from 1,265
Change+7,994 (+632%)
Value$1.4M (+$1.2M)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares9,256 from 2,897
Change+6,359 (+220%)
Value$1.4M (+$901.4K)
Filed 2026-10-29
Finivi Inc.
INCREASED
Shares9,214 from 5,898
Change+3,316 (+56%)
Value$1.4M (+$382.3K)
Filed 2026-10-13
FFG Partners, LLC
NEW
Shares9,199
Change+9,199
Value$1.4M
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares9,176 from 2,612
Change+6,564 (+251%)
Value$1.4M (+$938.1K)
Filed 2026-10-08
Kingsman Wealth Management, Inc.
INCREASED
Shares9,140 from 2,220
Change+6,920 (+312%)
Value$1.4M (+$999.6K)
Filed 2026-10-13
Alta Advisers Ltd
NEW
Shares9,093
Change+9,093
Value$1.4M
Filed 2026-11-02
Viking Fund Management LLC
NEW
Shares9,000
Change+9,000
Value$1.4M
Filed 2026-10-14
Aubrey Capital Management Ltd
NEW
Shares9,000
Change+9,000
Value$1.4M
Filed 2026-10-19
Herbst Group, LLC
NEW
Shares8,988
Change+8,988
Value$1.4M
Filed 2026-10-20
Fortem Financial Group, LLC
INCREASED
Shares8,916 from 5,089
Change+3,827 (+75%)
Value$1.3M (+$475.6K)
Filed 2026-10-20
Rockline Wealth Management, LLC
INCREASED
Shares8,916 from 7,110
Change+1,806 (+25%)
Value$1.3M (+$130.3K)
Filed 2026-10-26
Account Management LLC
NEW
Shares8,900
Change+8,900
Value$1.3M
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares8,895 from 2,345
Change+6,550 (+279%)
Value$1.3M (+$941.2K)
Filed 2026-10-14
Aire Advisors, LLC
INCREASED
Shares8,809 from 2,217
Change+6,592 (+297%)
Value$1.3M (+$950.1K)
Filed 2026-10-22
Meadowbrook Wealth Management, LLC
NEW
Shares8,802
Change+8,802
Value$1.3M
Filed 2026-10-08
Carlson Financial, Inc.
INCREASED
Shares8,791 from 6,022
Change+2,769 (+46%)
Value$1.3M (+$297.3K)
Filed 2026-11-05
Kanawha Capital Management LLC
NEW
Shares8,745
Change+8,745
Value$1.3M
Filed 2026-10-19
Boyer Financial Services, Inc.
NEW
Shares8,730
Change+8,730
Value$1.3M
Filed 2026-10-23
Carter Financial Group, Inc.
INCREASED
Shares8,708 from 7,809
Change+899 (+12%)
Value$1.3M (-$20.6K)
Filed 2026-10-21
Crestwood Advisors Group, LLC
INCREASED
Shares8,680 from 1,539
Change+7,141 (+464%)
Value$1.3M (+$1.0M)
Filed 2026-10-27
Chilton Capital Management LLC
INCREASED
Shares8,583 from 269
Change+8,314 (+3091%)
Value$1.3M (+$1.2M)
Filed 2026-10-28
Braeburn Wealth Management LLC
NEW
Shares8,557
Change+8,557
Value$1.3M
Filed 2026-10-15
Mount Vernon Associates Inc
NEW
Shares8,550
Change+8,550
Value$1.3K
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares8,528 from 6,489
Change+2,039 (+31%)
Value$1.3M (+$177.6K)
Filed 2026-10-30
Lazari Capital Management, Inc.
INCREASED
Shares8,511 from 3,428
Change+5,083 (+148%)
Value$1.3M (+$698.3K)
Filed 2026-10-20
Tamar Securities, LLC
INCREASED
Shares8,505 from 5,701
Change+2,804 (+49%)
Value$1.3M (+$309.0K)
Filed 2026-11-03
Chung Wu Investment Group, LLC
DECREASED
Shares8,425 from 15,480
Change-7,055 (-46%)
Value$1.3M (-$1.4M)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares8,424 from 2,647
Change+5,777 (+218%)
Value$1.4M (+$1.0M)
Filed 2026-10-08
Howard Capital Management Group, LLC
NEW
Shares8,405
Change+8,405
Value$1.3M
Filed 2026-10-16
Strong Retirement Solutions LLC
INCREASED
Shares8,341 from 6,082
Change+2,259 (+37%)
Value$1.3M (+$219.2K)
Filed 2026-10-07
Uniting Wealth Partners, LLC
NEW
Shares8,323
Change+8,323
Value$1.3M
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares8,295 from 4,966
Change+3,329 (+67%)
Value$1.4M (+$577.6K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares8,277 from 4,650
Change+3,627 (+78%)
Value$1.2M (+$454.1K)
Filed 2026-10-16
Gemmer Asset Management LLC
INCREASED
Shares8,272 from 1,355
Change+6,917 (+510%)
Value$1.2M (+$1.0M)
Filed 2026-10-16
Plato Investment Management Ltd
NEW
Shares8,265
Change+8,265
Value$1.3M
Filed 2026-11-05
Grantvest Financial Group LLC
INCREASED
Shares8,221 from 1,733
Change+6,488 (+374%)
Value$1.2M (+$944.0K)
Filed 2026-10-21
Gilliland Jeter Wealth Management LLC
INCREASED
Shares8,172 from 1,505
Change+6,667 (+443%)
Value$1.2M (+$975.7K)
Filed 2026-10-28
Elevatus Welath Management
INCREASED
Shares8,145 from 6,184
Change+1,961 (+32%)
Value$1.2M (+$172.2K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
NEW
Shares8,133
Change+8,133
Value$1.2M
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares8,111 from 2,084
Change+6,027 (+289%)
Value$1.2M (+$867.6K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares8,096 from 3,753
Change+4,343 (+116%)
Value$1.2M (+$580.1K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares8,071 from 5,138
Change+2,933 (+57%)
Value$1.2M (+$339.7K)
Filed 2026-10-21
Intrua Financial, LLC
INCREASED
Shares8,067 from 2,750
Change+5,317 (+193%)
Value$1.2M (+$747.1K)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares8,065 from 4,667
Change+3,398 (+73%)
Value$1.2M (+$419.2K)
Filed 2026-11-05
Diligent Investors, LLC
INCREASED
Shares7,984 from 4,592
Change+3,392 (+74%)
Value$1.2M (+$419.9K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,970 from 3,055
Change+4,915 (+161%)
Value$1.2M (+$682.7K)
Filed 2026-10-13
VVR Holdings LLC
NEW
Shares7,967
Change+7,967
Value$1.2M
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares7,950 from 4,461
Change+3,489 (+78%)
Value$1.2M (+$437.2K)
Filed 2026-10-26
Wright Investors Service Inc
NEW
Shares7,901
Change+7,901
Value$1.2M
Filed 2026-11-02
Highland Capital Management, LLC
NEW
Shares7,870
Change+7,870
Value$1.2M
Filed 2026-10-26
Wealth Analytics Partners, LLC
INCREASED
Shares7,839 from 2,785
Change+5,054 (+181%)
Value$1.2M (+$803.6K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares7,739 from 3,644
Change+4,095 (+112%)
Value$1.2M (+$544.9K)
Filed 2026-10-29
DB&C Advisors, LLC
NEW
Shares7,733
Change+7,733
Value$1.2M
Filed 2026-10-26
Granite Investment Partners, LLC
NEW
Shares7,710
Change+7,710
Value$1.2M
Filed 2026-11-04
Northside Capital Management, LLC
NEW
Shares7,677
Change+7,677
Value$1.2M
Filed 2026-10-13
Fagan Associates, Inc.
NEW
Shares7,673
Change+7,673
Value$1.2M
Filed 2026-10-13
Chiron Capital Management, LLC
INCREASED
Shares7,639 from 1,359
Change+6,280 (+462%)
Value$1.2M (+$920.2K)
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares7,624 from 4,995
Change+2,629 (+53%)
Value$1.2M (+$296.8K)
Filed 2026-10-16
Personal CFO Solutions, LLC
INCREASED
Shares7,616 from 3,361
Change+4,255 (+127%)
Value$1.1M (+$574.6K)
Filed 2026-11-06
Kornitzer Capital Management Inc
INCREASED
Shares7,602 from 3,337
Change+4,265 (+128%)
Value$1.1M (+$576.7K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares7,581 from 3,246
Change+4,335 (+134%)
Value$1.1M (+$589.1K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares7,566 from 2,538
Change+5,028 (+198%)
Value$1.1M (+$707.8K)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares7,566 from 4,652
Change+2,914 (+63%)
Value$1.0M (+$227.3K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares7,528 from 4,432
Change+3,096 (+70%)
Value$1.1M (+$378.3K)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
NEW
Shares7,515
Change+7,515
Value$1.1M
Filed 2026-10-20
Fairvoy Private Wealth, LLC
NEW
Shares7,507
Change+7,507
Value$1.1M
Filed 2026-10-19
Variant Private Wealth, LLC
INCREASED
Shares7,477 from 7,141
Change+336 (+5%)
Value$1.1M (-$92.1K)
Filed 2026-10-21
Cane Capital Partners, LLC
INCREASED
Shares7,425 from 1,776
Change+5,649 (+318%)
Value$1.1M (+$816.7K)
Filed 2026-10-23
Ayrshire Capital Management LLC
INCREASED
Shares7,418 from 7,129
Change+289 (+4%)
Value$1.1M (-$99.0K)
Filed 2026-10-20
Yousif Capital Management, LLC
INCREASED
Shares7,383 from 6,220
Change+1,163 (+19%)
Value$1.1M (+$51.1K)
Filed 2026-10-22
Lederer & Associates Investment Counsel
NEW
Shares7,362
Change+7,362
Value$1.1K
Filed 2026-10-23
Cypress Asset Management Inc
NEW
Shares7,360
Change+7,360
Value$1.1M
Filed 2026-10-09
Greenup Street Wealth Management LLC
INCREASED
Shares7,358 from 3,820
Change+3,538 (+93%)
Value$1.1M (+$457.4K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares7,339 from 2,505
Change+4,834 (+193%)
Value$1.1M (+$679.2K)
Filed 2026-10-20
Register Financial Advisors LLC
NEW
Shares7,318
Change+7,318
Value$1.1M
Filed 2026-10-23
Capital Management Associates
NEW
Shares7,300
Change+7,300
Value$1.1M
Filed 2026-11-03
Wellington Shields Capital Management, LLC
INCREASED
Shares7,300 from 428
Change+6,872 (+1606%)
Value$1.1M (+$1.0M)
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares7,300 from 793
Change+6,507 (+821%)
Value$1.1M (+$965.8K)
Filed 2026-11-03
Accel Wealth Management
INCREASED
Shares7,294 from 1,186
Change+6,108 (+515%)
Value$1.1M (+$897.7K)
Filed 2026-10-13
Family Office Research LLC
INCREASED
Shares7,276 from 5,154
Change+2,122 (+41%)
Value$1.1M (+$217.0K)
Filed 2026-10-14
Waters Parkerson & Co., LLC
INCREASED
Shares7,252 from 2,578
Change+4,674 (+181%)
Value$1.1M (+$653.6K)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares7,227 from 1,303
Change+5,924 (+455%)
Value$1.1M (+$867.6K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares7,190 from 3,951
Change+3,239 (+82%)
Value$1.1M (+$409.7K)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares7,182 from 4,449
Change+2,733 (+61%)
Value$1.1M (+$323.3K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares7,167 from 4,117
Change+3,050 (+74%)
Value$1.1M (+$377.8K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares7,135 from 3,866
Change+3,269 (+85%)
Value$1.1M (+$415.8K)
Filed 2026-10-28
Coquina Private Wealth LLC
NEW
Shares7,012
Change+7,012
Value$1.1M
Filed 2026-10-27
Cypress Wealth Services, LLC
INCREASED
Shares6,999 from 2,320
Change+4,679 (+202%)
Value$1.2M (+$806.8K)
Filed 2026-10-21
Langley Wealth Management, LLC
NEW
Shares6,980
Change+6,980
Value$1.1M
Filed 2026-11-04
Snider Financial Group
INCREASED
Shares6,976 from 3,176
Change+3,800 (+120%)
Value$1.1M (+$509.7K)
Filed 2026-10-16
Powell Investment Advisors, LLC
INCREASED
Shares6,971 from 1,408
Change+5,563 (+395%)
Value$1.1M (+$811.1K)
Filed 2026-10-22
Narus Financial Partners, LLC
NEW
Shares6,958
Change+6,958
Value$1.0M
Filed 2026-10-19
Quad-Cities Investment Group, LLC
NEW
Shares6,943
Change+6,943
Value$1.0M
Filed 2026-10-16
RMR Wealth Builders
INCREASED
Shares6,919 from 5,337
Change+1,582 (+30%)
Value$1.0M (+$131.8K)
Filed 2026-10-22
Allen Operations LLC
INCREASED
Shares6,882 from 6,620
Change+262 (+4%)
Value$1.0M (-$92.9K)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED
Shares6,864 from 2,951
Change+3,913 (+133%)
Value$1.0M (+$531.3K)
Filed 2026-10-15
Eurizon Capital SGR S.p.A.
INCREASED
Shares6,821 from 5,464
Change+1,357 (+25%)
Value$1.0M (+$95.4K)
Filed 2026-11-06
Southland Equity Partners LLC
INCREASED
Shares6,780 from 1,418
Change+5,362 (+378%)
Value$1.0M (+$780.6K)
Filed 2026-10-14
NBZ Investment Advisors LLC
INCREASED
Shares6,678 from 1,561
Change+5,117 (+328%)
Value$1.0M (+$740.7K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
INCREASED
Shares6,673 from 4,785
Change+1,888 (+39%)
Value$1.0M (+$189.0K)
Filed 2026-10-21
LFG Wealth Partners, LLC
DECREASED
Shares6,665 from 6,738
Change-73 (-1%)
Value$1.0M (-$145.6K)
Filed 2026-10-28
Archford Capital Strategies, LLC
INCREASED
Shares6,650 from 3,235
Change+3,415 (+106%)
Value$1.0M (+$450.5K)
Filed 2026-10-19
Atlatl Advisers LLC
INCREASED
Shares6,633 from 2,195
Change+4,438 (+202%)
Value$1.0M (+$625.6K)
Filed 2026-10-22
Thompson Davis & Co., Inc.
INCREASED
Shares6,604 from 2,085
Change+4,519 (+217%)
Value$996.3K (+$640.0K)
Filed 2026-11-05
Aspiriant, LLC
NEW
Shares6,590
Change+6,590
Value$994.2K
Filed 2026-10-16
Vista Investment Partners LLC
NEW
Shares6,578
Change+6,578
Value$992.4K
Filed 2026-10-08
Proathlete Wealth Management LLC
INCREASED
Shares6,556 from 6,481
Change+75 (+1%)
Value$989.0K (-$118.3K)
Filed 2026-10-15
Lebenthal Global Advisors, LLC
INCREASED
Shares6,537 from 6,288
Change+249 (+4%)
Value$986.2K (-$88.2K)
Filed 2026-10-28
Strengthening Families & Communities, LLC
INCREASED
Shares6,533 from 5,865
Change+668 (+11%)
Value$985.6K (-$16.5K)
Filed 2026-10-21
GW Henssler & Associates LTD
INCREASED
Shares6,505 from 1,242
Change+5,263 (+424%)
Value$981.3K (+$769.1K)
Filed 2026-10-26
MN Wealth Advisors, LLC
NEW
Shares6,500
Change+6,500
Value$980.6K
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares6,463 from 5,755
Change+708 (+12%)
Value$975.1K (-$8.2K)
Filed 2026-11-06
True Freedom Investing, LLC
NEW
Shares6,442
Change+6,442
Value$971.9K
Filed 2026-10-29
Gibbs Wealth Management
INCREASED
Shares6,428 from 2,490
Change+3,938 (+158%)
Value$969.7K (+$544.2K)
Filed 2026-10-22
Carnegie Investment Counsel
INCREASED
Shares6,419 from 1,217
Change+5,202 (+427%)
Value$968.4K (+$760.4K)
Filed 2026-10-20
Total Investment Management Inc
INCREASED
Shares6,418 from 3,154
Change+3,264 (+103%)
Value$968.2K (+$626.4K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
INCREASED
Shares6,391 from 2,400
Change+3,991 (+166%)
Value$964.1K (+$554.1K)
Filed 2026-11-02
CV Advisors LLC
NEW
Shares6,382
Change+6,382
Value$962.8K
Filed 2026-10-13
Noble Wealth Management PBC
NEW
Shares6,355
Change+6,355
Value$958.7K
Filed 2026-10-01
Cigna Investments Inc
NEW
Shares6,347
Change+6,347
Value$958
Filed 2026-10-19
Mutual of America Capital Management LLC
INCREASED
Shares6,335 from 5,369
Change+966 (+18%)
Value$955.7K (+$38.4K)
Filed 2026-10-23
Pegasus Asset Management, Inc.
INCREASED
Shares6,286 from 3,403
Change+2,883 (+85%)
Value$948.3K (+$366.9K)
Filed 2026-11-03
Foguth Wealth Management, Llc.
INCREASED
Shares6,278 from 2,794
Change+3,484 (+125%)
Value$916.7K (+$581.9K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares6,261
Change+6,261
Value$944.5K
Filed 2026-10-26
ARS Investment Partners, LLC
INCREASED
Shares6,253 from 3,063
Change+3,190 (+104%)
Value$943.3K (+$420.0K)
Filed 2026-11-05
Gibraltar Capital Management, Inc.
NEW
Shares6,229
Change+6,229
Value$939.7K
Filed 2026-10-27
First National Trust Co
INCREASED
Shares6,225 from 2,547
Change+3,678 (+144%)
Value$939.1K (+$503.9K)
Filed 2026-10-28
Aspetuck Financial Management LLC
NEW
Shares6,196
Change+6,196
Value$934.7K
Filed 2026-11-04
Forum Financial Management, LP
NEW
Shares6,179
Change+6,179
Value$932.2K
Filed 2026-10-16
Financial Security Advisor, Inc.
INCREASED
Shares6,170 from 3,304
Change+2,866 (+87%)
Value$930.8K (+$366.2K)
Filed 2026-11-03
Wisconsin Wealth Advisors, LLC
NEW
Shares6,161
Change+6,161
Value$929.4K
Filed 2026-10-08
WealthPLAN Partners, LLC
NEW
Shares6,100
Change+6,100
Value$920.2K
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,096 from 1,410
Change+4,686 (+332%)
Value$919.7K (+$678.8K)
Filed 2026-10-14
RVW Wealth, LLC
INCREASED
Shares6,051 from 4,846
Change+1,205 (+25%)
Value$912.9K (+$84.9K)
Filed 2026-10-06
Wealth Alliance Advisory Group, LLC
INCREASED
Shares6,026 from 1,852
Change+4,174 (+225%)
Value$909.1K (+$592.6K)
Filed 2026-10-14
Cap Partners, LLC
INCREASED
Shares6,021 from 1,753
Change+4,268 (+243%)
Value$908.3K (+$608.8K)
Filed 2026-10-19
Zions Bancorporation, National Association
INCREASED
Shares6,014 from 4,402
Change+1,612 (+37%)
Value$907.3K (+$155.1K)
Filed 2026-11-06
Objective Capital Management, LLC
NEW
Shares6,001
Change+6,001
Value$905.3K
Filed 2026-10-13
Fulcrum Wealth Advisors, LLC
DECREASED
Shares6,000 from 6,070
Change-70 (-1%)
Value$905.2K (-$132.0K)
Filed 2026-10-16
Navigation Group, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$905.2K (-$120.0K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
NEW
Shares5,986
Change+5,986
Value$903.0K
Filed 2026-10-26
Rubicon Advisors, GP
INCREASED
Shares5,974 from 4,680
Change+1,294 (+28%)
Value$901.3K (+$101.6K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
INCREASED
Shares5,964 from 1,953
Change+4,011 (+205%)
Value$899.8K (+$566.0K)
Filed 2026-11-03
Westover Capital Advisors, LLC
NEW
Shares5,938
Change+5,938
Value$895.8K
Filed 2026-10-26
Novem Group
NEW
Shares5,936
Change+5,936
Value$895.5K
Filed 2026-10-19
Harbor Capital Advisors, Inc.
NEW
Shares5,880
Change+5,880
Value$887
Filed 2026-10-22
Capital Asset Advisory Services LLC
INCREASED
Shares5,832 from 2,808
Change+3,024 (+108%)
Value$847.6K (+$367.8K)
Filed 2026-10-30
Tuttle Capital Management, LLC
NEW
Shares5,831
Change+5,831
Value$879.7K
Filed 2026-10-21
JSF Financial, LLC
NEW
Shares5,827
Change+5,827
Value$879.1K
Filed 2026-10-22
Summit Asset Management, LLC
NEW
Shares5,826
Change+5,826
Value$878.9K
Filed 2026-11-05
Capital Square, LLC
NEW
Shares5,813
Change+5,813
Value$876.9K
Filed 2026-10-19
Ring Mountain Capital, LLC
INCREASED
Shares5,803 from 4,561
Change+1,242 (+27%)
Value$875.4K (+$96.1K)
Filed 2026-10-13
Beacon Financial Group
INCREASED
Shares5,792 from 2,111
Change+3,681 (+174%)
Value$873.8K (+$513.1K)
Filed 2026-10-19
Curran Financial Partners, LLC
INCREASED
Shares5,780 from 4,039
Change+1,741 (+43%)
Value$872.0K (+$181.9K)
Filed 2026-11-04
Rational Advisors, Inc.
INCREASED
Shares5,760 from 4,835
Change+925 (+19%)
Value$869.0K (+$42.8K)
Filed 2026-11-02
Mattern Wealth Management LLC
INCREASED
Shares5,734 from 1,968
Change+3,766 (+191%)
Value$865.0K (+$528.8K)
Filed 2026-11-04
AIA Group Ltd
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$859.9K (-$114.0K)
Filed 2026-10-30
Arsenal Capital Advisors LLC
INCREASED
Shares5,688 from 2,787
Change+2,901 (+104%)
Value$858.2K (+$382.0K)
Filed 2026-11-02
Manchester Capital Management LLC
INCREASED
Shares5,641 from 6
Change+5,635 (+93917%)
Value$851.0K (+$850.0K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares5,575 from 1,251
Change+4,324 (+346%)
Value$841.1K (+$627.3K)
Filed 2026-10-22
Legacy Advisors, LLC
INCREASED
Shares5,558 from 2,627
Change+2,931 (+112%)
Value$838.5K (+$389.6K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
INCREASED
Shares5,523 from 5,503
Change+20 (+0%)
Value$833.2K (-$107.0K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
NEW
Shares5,501
Change+5,501
Value$829.9K
Filed 2026-11-02
Parkside Investments, LLC
NEW
Shares5,482
Change+5,482
Value$827.0K
Filed 2026-10-20
QP Wealth Management, LLC
INCREASED
Shares5,465 from 4,865
Change+600 (+12%)
Value$824.5K (-$6.8K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares5,461 from 3,125
Change+2,336 (+75%)
Value$823.8K (+$289.9K)
Filed 2026-11-03
Bochk Asset Management Ltd
INCREASED
Shares5,416 from 1,116
Change+4,300 (+385%)
Value$817.1K (+$626.4K)
Filed 2026-10-29
Earned Wealth Advisors, LLC
INCREASED
Shares5,403 from 2,141
Change+3,262 (+152%)
Value$815.2K (+$449.3K)
Filed 2026-11-06
Fiduciary Alliance LLC
NEW
Shares5,371
Change+5,371
Value$810.3K
Filed 2026-10-13
Tcfg Investment Advisors, LLC
INCREASED
Shares5,356 from 1,471
Change+3,885 (+264%)
Value$808.0K (+$556.7K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares5,296 from 3,386
Change+1,910 (+56%)
Value$799.0K (+$220.4K)
Filed 2026-10-19
Vest Financial, LLC
NEW
Shares5,286
Change+5,286
Value$797.4K
Filed 2026-10-21
Mullaney, Keating & Wright, Inc.
NEW
Shares5,279
Change+5,279
Value$796.4K
Filed 2026-10-19
Zullo Investment Group, Inc.
INCREASED
Shares5,272 from 3,253
Change+2,019 (+62%)
Value$795.3K (+$239.5K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares5,262 from 3,760
Change+1,502 (+40%)
Value$793.9K (+$151.3K)
Filed 2026-10-29
Schorn Wealth LLC
NEW
Shares5,259
Change+5,259
Value$793.3K
Filed 2026-10-14
Wesbanco Bank Inc
INCREASED
Shares5,255 from 4,166
Change+1,089 (+26%)
Value$792.8K (+$81.0K)
Filed 2026-11-04
Opinicus Capital, Inc.
INCREASED
Shares5,244 from 2,102
Change+3,142 (+149%)
Value$791.1K (+$432.0K)
Filed 2026-10-28
Grandview Asset Management LLC
DECREASED
Shares5,232 from 5,528
Change-296 (-5%)
Value$789.3K (-$163.4K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
NEW
Shares5,214
Change+5,214
Value$786.6K
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,212 from 2,186
Change+3,026 (+138%)
Value$786.3K (+$412.8K)
Filed 2026-10-23
New York Life Insurance Co
NEW
Shares5,203
Change+5,203
Value$784.9K
Filed 2026-11-03
Platform Technology Partners
NEW
Shares5,178
Change+5,178
Value$781.2K
Filed 2026-11-02
DDD Partners, LLC
INCREASED
Shares5,172 from 2,294
Change+2,878 (+125%)
Value$780.2K (+$388.3K)
Filed 2026-11-02
Eagle Wealth Strategies LLC
INCREASED
Shares5,168 from 4,494
Change+674 (+15%)
Value$779.6K (+$11.8K)
Filed 2026-10-20
Tlwm
NEW
Shares5,167
Change+5,167
Value$779.5K
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,160 from 3,332
Change+1,828 (+55%)
Value$778.4K (+$209.1K)
Filed 2026-10-29
Dagco, Inc.
INCREASED
Shares5,160 from 4,290
Change+870 (+20%)
Value$778.4K (+$45.4K)
Filed 2026-10-20
WMG Financial Advisors, LLC
UNCHANGED
Shares5,157 from 5,157
Change0 (0%)
Value$881.1K ($0)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,137 from 4,280
Change+857 (+20%)
Value$775.0K (+$43.7K)
Filed 2026-10-19
Central Trust Co
INCREASED
Shares5,121 from 3,453
Change+1,668 (+48%)
Value$772.5K (+$182.5K)
Filed 2026-11-05
Vista Finance, LLC
INCREASED
Shares5,107 from 1,235
Change+3,872 (+314%)
Value$770.4K (+$559.4K)
Filed 2026-10-23
55 North Private Wealth, LLC
NEW
Shares5,101
Change+5,101
Value$769.5K
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares5,060 from 3,290
Change+1,770 (+54%)
Value$763.3K (+$201.2K)
Filed 2026-11-06
KCM Investment Advisors LLC
INCREASED
Shares5,028 from 2,332
Change+2,696 (+116%)
Value$758.5K (+$360.1K)
Filed 2026-10-27
Empirical Capital Management, LLC
NEW
Shares5,000
Change+5,000
Value$754
Filed 2026-10-27
Cherokee Insurance Co
INCREASED
Shares5,000 from 2,500
Change+2,500 (+100%)
Value$754.3K (+$327.2K)
Filed 2026-11-05
Burford Brothers, Inc.
INCREASED
Shares4,994 from 4,407
Change+587 (+13%)
Value$753.4K (+$455)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
INCREASED
Shares4,986 from 2,950
Change+2,036 (+69%)
Value$752.2K (+$248.1K)
Filed 2026-10-23
Element Pointe Advisors, LLC
NEW
Shares4,973
Change+4,973
Value$750.2K
Filed 2026-10-21
Northwest Wealth Management, LLC
NEW
Shares4,972
Change+4,972
Value$750.1K
Filed 2026-10-30
Gruss & Co., LLC
NEW
Shares4,964
Change+4,964
Value$748.9K
Filed 2026-11-02
Palatine Hill Wealth Management, LLC
INCREASED
Shares4,943 from 2,390
Change+2,553 (+107%)
Value$745.7K (+$337.4K)
Filed 2026-11-03
Sugar Maple Asset Management, LLC
INCREASED
Shares4,920 from 2,800
Change+2,120 (+76%)
Value$742.2K (+$263.8K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
NEW
Shares4,919
Change+4,919
Value$742.1K
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares4,907 from 3,570
Change+1,337 (+37%)
Value$740.3K (+$130.3K)
Filed 2026-10-13
Aries Wealth Management
NEW
Shares4,906
Change+4,906
Value$740.1K
Filed 2026-10-23
Wealth Preservation Advisors, LLC
NEW
Shares4,884
Change+4,884
Value$736.8K
Filed 2026-11-05
Everest Financial Group LLC
INCREASED
Shares4,884 from 2,876
Change+2,008 (+70%)
Value$736.7K (+$245.3K)
Filed 2026-11-06
Worthington Financial Partners, LLC
INCREASED
Shares4,883 from 4,741
Change+142 (+3%)
Value$736.7K (-$73.3K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares4,855 from 3,529
Change+1,326 (+38%)
Value$732.4K (+$129.5K)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
INCREASED
Shares4,843 from 2,348
Change+2,495 (+106%)
Value$730.6K (+$329.4K)
Filed 2026-10-22
Keystone Wealth Services, LLC
INCREASED
Shares4,841 from 3,931
Change+910 (+23%)
Value$722.5K (+$50.8K)
Filed 2026-11-03
Family Legacy Financial Solutions, LLC
NEW
Shares4,792
Change+4,792
Value$722.9K
Filed 2026-10-07
Smith Chas P & Associates PA Cpas
INCREASED
Shares4,786 from 1,797
Change+2,989 (+166%)
Value$698.9K (+$391.9K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares4,744 from 4,065
Change+679 (+17%)
Value$715.6K (+$21.1K)
Filed 2026-10-14
YHB Investment Advisors, Inc.
NEW
Shares4,737
Change+4,737
Value$714.6K
Filed 2026-10-08
Busey Bank
INCREASED
Shares4,735 from 2,155
Change+2,580 (+120%)
Value$714.3K (+$346.1K)
Filed 2026-10-26
Chesley Taft & Associates LLC
NEW
Shares4,716
Change+4,716
Value$711.5K
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares4,714 from 3,128
Change+1,586 (+51%)
Value$757.0K (+$222.5K)
Filed 2026-10-09
Parkside Financial Bank & Trust
INCREASED
Shares4,687 from 3,567
Change+1,120 (+31%)
Value$707.1K (+$97.6K)
Filed 2026-10-27
Modera Wealth Management, LLC
NEW
Shares4,683
Change+4,683
Value$706.4K
Filed 2026-10-28
Centennial Wealth Advisory LLC
INCREASED
Shares4,678 from 1,382
Change+3,296 (+238%)
Value$705.8K (+$469.8K)
Filed 2026-10-16
FCG Investment Co
INCREASED
Shares4,670 from 2,348
Change+2,322 (+99%)
Value$704.5K (+$303.3K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
NEW
Shares4,638
Change+4,638
Value$699.7K
Filed 2026-10-13
Ticino Wealth
INCREASED
Shares4,636 from 2,433
Change+2,203 (+91%)
Value$699.4K (+$283.7K)
Filed 2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED
Shares4,635 from 475
Change+4,160 (+876%)
Value$699.2K (+$618.1K)
Filed 2026-10-28
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares4,634 from 3,710
Change+924 (+25%)
Value$699.1K (+$65.2K)
Filed 2026-10-26
Pittenger & Anderson Inc
INCREASED
Shares4,617 from 405
Change+4,212 (+1040%)
Value$696.5K (+$627.3K)
Filed 2026-11-02
Outfitters Financial LLC
INCREASED
Shares4,615 from 3,210
Change+1,405 (+44%)
Value$696.2K (+$147.8K)
Filed 2026-10-23
Westside Investment Management, Inc.
INCREASED
Shares4,606 from 2,235
Change+2,371 (+106%)
Value$708.2K (+$326.3K)
Filed 2026-11-02
Core Wealth Partners LLC
INCREASED
Shares4,604 from 1,365
Change+3,239 (+237%)
Value$694.6K (+$461.3K)
Filed 2026-11-02
Ebert Capital Management Inc.
INCREASED
Shares4,600 from 3,784
Change+816 (+22%)
Value$694.0K (+$47.4K)
Filed 2026-10-08
Aviance Capital Partners, LLC
NEW
Shares4,598
Change+4,598
Value$693.7K
Filed 2026-10-29
Sunpointe, LLC
INCREASED
Shares4,595 from 1,395
Change+3,200 (+229%)
Value$693.2K (+$454.8K)
Filed 2026-10-22
Summit Investment Advisors, Inc.\KS
NEW
Shares4,591
Change+4,591
Value$692.6K
Filed 2026-11-05
Quantum Financial Partners LLC
NEW
Shares4,580
Change+4,580
Value$690.9K
Filed 2026-10-19
Villere ST Denis J & Co LLC
NEW
Shares4,580
Change+4,580
Value$690.9K
Filed 2026-11-04
Bluesphere Advisors LLC
DECREASED
Shares4,578 from 4,580
Change-2 (0%)
Value$690.6K (-$91.9K)
Filed 2026-10-19
Douglas Lane & Associates, LLC
NEW
Shares4,568
Change+4,568
Value$689.1K
Filed 2026-10-09
Wealth Quarterback LLC
NEW
Shares4,541
Change+4,541
Value$685.0K
Filed 2026-10-20
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares4,522 from 4,000
Change+522 (+13%)
Value$682.2K (-$1.3K)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares4,516 from 81
Change+4,435 (+5475%)
Value$706.9K (+$693.1K)
Filed 2026-10-20
SkyOak Wealth, LLC
INCREASED
Shares4,516 from 1,774
Change+2,742 (+155%)
Value$681.3K (+$378.2K)
Filed 2026-10-28
Avestar Capital, LLC
INCREASED
Shares4,491 from 2,932
Change+1,559 (+53%)
Value$677.5K (+$176.6K)
Filed 2026-10-28
Apex Wealth Management, LLC
INCREASED
Shares4,466 from 1,837
Change+2,629 (+143%)
Value$673.8K (+$359.9K)
Filed 2026-10-20
Bell Bank
NEW
Shares4,457
Change+4,457
Value$672.4K
Filed 2026-10-21
JGP Wealth Management, LLC
NEW
Shares4,431
Change+4,431
Value$668.4K
Filed 2026-10-13
Waldron Private Wealth LLC
NEW
Shares4,431
Change+4,431
Value$668.5K
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
NEW
Shares4,413
Change+4,413
Value$665.7K
Filed 2026-11-02
Harbor Group, Inc.
INCREASED
Shares4,406 from 3,846
Change+560 (+15%)
Value$664.7K (+$7.6K)
Filed 2026-10-14
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares4,400 from 375
Change+4,025 (+1073%)
Value$663.8K (+$599.7K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
NEW
Shares4,394
Change+4,394
Value$662.9K
Filed 2026-10-15
Graham Capital Wealth Management, LLC
INCREASED
Shares4,386 from 4,250
Change+136 (+3%)
Value$661.7K (-$64.5K)
Filed 2026-10-26
M.E. Allison & Co., Inc.
NEW
Shares4,382
Change+4,382
Value$661.1K
Filed 2026-10-09
Howland Capital Management LLC
NEW
Shares4,380
Change+4,380
Value$660.8K
Filed 2026-10-22
Armstrong, Fleming & Moore, Inc
INCREASED
Shares4,379 from 1,307
Change+3,072 (+235%)
Value$660.6K (+$437.3K)
Filed 2026-10-28
RMG Wealth Management LLC
NEW
Shares4,347
Change+4,347
Value$632.3K
Filed 2026-10-26
Advisory Resource Group
INCREASED
Shares4,342 from 2,355
Change+1,987 (+84%)
Value$655.0K (+$252.6K)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
NEW
Shares4,336
Change+4,336
Value$654.1K
Filed 2026-10-16
Occidental Asset Management, LLC
INCREASED
Shares4,330 from 2,486
Change+1,844 (+74%)
Value$653.2K (+$228.5K)
Filed 2026-11-05
Fortress Financial Group, LLC
INCREASED
Shares4,329 from 1,640
Change+2,689 (+164%)
Value$653.1K (+$372.9K)
Filed 2026-10-21
Cornerstone Planning Group LLC
INCREASED
Shares4,329 from 3,837
Change+492 (+13%)
Value$703.7K (+$261.5K)
Filed 2026-10-16
Means Investment Co., Inc.
NEW
Shares4,327
Change+4,327
Value$652.8K
Filed 2026-11-03
626 Financial, LLC
NEW
Shares4,303
Change+4,303
Value$649.2K
Filed 2026-11-04
Blume Capital Management, Inc.
INCREASED
Shares4,300 from 300
Change+4,000 (+1333%)
Value$648.8K (+$597.5K)
Filed 2026-10-26
DLK Investment Management, LLC
NEW
Shares4,263
Change+4,263
Value$643.1K
Filed 2026-10-09
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,244 from 1,516
Change+2,728 (+180%)
Value$681.4K (+$450.8K)
Filed 2026-10-13
Eclectic Associates Inc
NEW
Shares4,217
Change+4,217
Value$636.2K
Filed 2026-10-09
Central Pacific Bank - Trust Division
NEW
Shares4,215
Change+4,215
Value$635.9K
Filed 2026-10-06
Gryphon Financial Partners LLC
NEW
Shares4,213
Change+4,213
Value$635.6K
Filed 2026-11-04
Well Done, LLC
NEW
Shares4,203
Change+4,203
Value$634.1K
Filed 2026-10-20
Marietta Wealth Management, LLC
NEW
Shares4,173
Change+4,173
Value$634.9K
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares4,136
Change+4,136
Value$624.0K
Filed 2026-10-15
Stiles Financial Services Inc
NEW
Shares4,136
Change+4,136
Value$624.0K
Filed 2026-10-30
Brown Miller Wealth Management, LLC
INCREASED
Shares4,131 from 2,322
Change+1,809 (+78%)
Value$623.2K (+$226.5K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
INCREASED
Shares4,120 from 375
Change+3,745 (+999%)
Value$621.5K (+$557.5K)
Filed 2026-10-22
Tsfg, LLC
INCREASED
Shares4,094 from 758
Change+3,336 (+440%)
Value$618 (+$488)
Filed 2026-10-23
Welch & Forbes LLC
INCREASED
Shares4,090 from 1,489
Change+2,601 (+175%)
Value$617.0K (+$362.6K)
Filed 2026-11-04
Trilogy Capital Inc.
NEW
Shares4,069
Change+4,069
Value$613.8K
Filed 2026-10-20
Fulton Bank, N.A.
INCREASED
Shares4,048 from 2,857
Change+1,191 (+42%)
Value$610.7K (+$122.5K)
Filed 2026-10-14
Lake Street Private Wealth, LLC
NEW
Shares4,033
Change+4,033
Value$608.4K
Filed 2026-10-22
Perpetual Ltd
INCREASED
Shares4,020 from 3,861
Change+159 (+4%)
Value$606.5K (-$53.2K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares4,009 from 1,945
Change+2,064 (+106%)
Value$604.8K (+$272.5K)
Filed 2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED
Shares4,004 from 1,421
Change+2,583 (+182%)
Value$604.0K (+$361.3K)
Filed 2026-10-16
WBI Investments, LLC
NEW
Shares3,999
Change+3,999
Value$603.3K
Filed 2026-11-05
National Wealth Management Group, LLC
INCREASED
Shares3,986 from 1,200
Change+2,786 (+232%)
Value$601.3K (+$396.3K)
Filed 2026-10-26
Allen Capital Group, LLC
INCREASED
Shares3,976 from 1,636
Change+2,340 (+143%)
Value$599.8K (+$320.3K)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares3,972 from 11,202
Change-7,230 (-65%)
Value$599.2K (-$1.3M)
Filed 2026-10-30
Greenfield Seitz Capital Management, LLC
NEW
Shares3,952
Change+3,952
Value$596.2K
Filed 2026-10-29
Milestone Asset Management, LLC
INCREASED
Shares3,947 from 1,250
Change+2,697 (+216%)
Value$595.6K (+$382.0K)
Filed 2026-10-15
WoodTrust Financial Corp
NEW
Shares3,943
Change+3,943
Value$595
Filed 2026-10-09
Pennsylvania Capital Management Inc
INCREASED
Shares3,943 from 3,439
Change+504 (+15%)
Value$594.8K (+$7.3K)
Filed 2026-11-05
Oakmont Investment Advisors, Inc.
NEW
Shares3,930
Change+3,930
Value$592.9K
Filed 2026-10-21
MMA Asset Management LLC
NEW
Shares3,923
Change+3,923
Value$591.8K
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
NEW
Shares3,913
Change+3,913
Value$590.4K
Filed 2026-10-19
Huntleigh Advisors, Inc.
INCREASED
Shares3,899 from 2,979
Change+920 (+31%)
Value$588.2K (+$79.2K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
NEW
Shares3,876
Change+3,876
Value$622.4K
Filed 2026-10-27
Allied Investment Advisors, LLC
INCREASED
Shares3,869 from 1,302
Change+2,567 (+197%)
Value$583.7K (+$361.2K)
Filed 2026-10-13
Integrity Wealth Partners, LLC
NEW
Shares3,857
Change+3,857
Value$581.8K
Filed 2026-10-14
G&S Capital LLC
NEW
Shares3,815
Change+3,815
Value$575.5K
Filed 2026-10-23
Realta Investment Advisors
NEW
Shares3,803
Change+3,803
Value$573.7K
Filed 2026-10-14
Goldstein Advisors, LLC
DECREASED
Shares3,797 from 4,615
Change-818 (-18%)
Value$572.8K (-$215.7K)
Filed 2026-10-15
Avity Investment Management Inc.
NEW
Shares3,785
Change+3,785
Value$571.0K
Filed 2026-10-09
West Wealth Group, LLC
INCREASED
Shares3,778 from 2,724
Change+1,054 (+39%)
Value$569.9K (+$104.5K)
Filed 2026-10-14
MBL Wealth, LLC
NEW
Shares3,761
Change+3,761
Value$567.4K
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares3,747 from 3,309
Change+438 (+13%)
Value$565.3K (-$56)
Filed 2026-10-19
Calamos Wealth Management LLC
NEW
Shares3,720
Change+3,720
Value$561.2K
Filed 2026-11-02
SFE Investment Counsel
INCREASED
Shares3,719 from 1,535
Change+2,184 (+142%)
Value$561.0K (+$298.8K)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares3,709 from 4,544
Change-835 (-18%)
Value$567.1K (-$209.3K)
Filed 2026-10-14
Integrity Wealth Advisors, Inc.
NEW
Shares3,704
Change+3,704
Value$558.8K
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares3,704 from 947
Change+2,757 (+291%)
Value$558.8K (+$397.0K)
Filed 2026-10-08
Annex Advisory Services, LLC
NEW
Shares3,691
Change+3,691
Value$556.8K
Filed 2026-10-16
Accuvest Global Advisors
NEW
Shares3,690
Change+3,690
Value$557.0K
Filed 2026-11-04
Headland Capital, LLC
NEW
Shares3,685
Change+3,685
Value$555.9K
Filed 2026-11-06
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$555.2K (-$73.6K)
Filed 2026-10-26
Strategic Advisors LLC
INCREASED
Shares3,664 from 1,964
Change+1,700 (+87%)
Value$552.8K (+$217.2K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares3,656 from 3,093
Change+563 (+18%)
Value$551.6K (+$23.1K)
Filed 2026-10-19
RFG - Bristol Wealth Advisors, LLC
NEW
Shares3,645
Change+3,645
Value$549.9K
Filed 2026-10-09
Challenger Wealth Management
INCREASED
Shares3,628 from 1,230
Change+2,398 (+195%)
Value$547.3K (+$337.2K)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares3,627
Change+3,627
Value$547.2K
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares3,624 from 2,021
Change+1,603 (+79%)
Value$546.7K (+$201.4K)
Filed 2026-10-29
Asset One Wealth Management LLC
NEW
Shares3,621
Change+3,621
Value$546.3K
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares3,621 from 1,818
Change+1,803 (+99%)
Value$546.3K (+$235.6K)
Filed 2026-10-14
Veratis Advisors, Inc.
INCREASED
Shares3,621 from 1,850
Change+1,771 (+96%)
Value$546.3K (+$230.2K)
Filed 2026-11-03
Napean Trading & Investment Co (Singapore) PTE Ltd
NEW
Shares3,615
Change+3,615
Value$545.4K
Filed 2026-11-06
Joseph P. Lucia & Associates, LLC
NEW
Shares3,615
Change+3,615
Value$545.4K
Filed 2026-10-30
Corps Capital Advisors, LLC
INCREASED
Shares3,609 from 3,104
Change+505 (+16%)
Value$544.5K (+$14.1K)
Filed 2026-11-05
Prodigy Asset Management LLC
NEW
Shares3,599
Change+3,599
Value$542.9K
Filed 2026-10-28
Moran Wealth Management, LLC
DECREASED
Shares3,597 from 8,879
Change-5,282 (-59%)
Value$542.6K (-$974.4K)
Filed 2026-10-22
Firethorn Wealth Partners, LLC
INCREASED
Shares3,588 from 1,502
Change+2,086 (+139%)
Value$541.3K (+$284.6K)
Filed 2026-10-14
GGM Financial LLC
NEW
Shares3,577
Change+3,577
Value$539.6K
Filed 2026-11-05
Vigilare Wealth Management
NEW
Shares3,577
Change+3,577
Value$539.6K
Filed 2026-10-29
Bill Few Associates, Inc.
NEW
Shares3,566
Change+3,566
Value$538.0K
Filed 2026-10-09
Secure Asset Management, LLC
NEW
Shares3,566
Change+3,566
Value$537.9K
Filed 2026-10-19
Kaizen Financial Strategies
INCREASED
Shares3,559 from 800
Change+2,759 (+345%)
Value$536.9K (+$410.9K)
Filed 2026-10-09
TKG Advisors, LLC
NEW
Shares3,555
Change+3,555
Value$536.3K
Filed 2026-11-02
Wealth Architects, LLC
INCREASED
Shares3,553 from 1,355
Change+2,198 (+162%)
Value$536.1K (+$304.6K)
Filed 2026-11-03
BayBridge Capital Group, LLC
NEW
Shares3,548
Change+3,548
Value$535.3K
Filed 2026-10-13
Vanguard Capital Wealth Advisors
INCREASED
Shares3,547 from 1,401
Change+2,146 (+153%)
Value$535.1K (+$295.7K)
Filed 2026-10-16
FDx Advisors, Inc.
DECREASED
Shares3,526 from 4,480
Change-954 (-21%)
Value$532 (-$233)
Filed 2026-11-05
Winch Advisory Services, LLC
INCREASED
Shares3,519 from 1,747
Change+1,772 (+101%)
Value$530.9K (+$232.4K)
Filed 2026-11-06
Foster Group, Inc.
NEW
Shares3,509
Change+3,509
Value$529.4K
Filed 2026-10-13
Milestone Asset Management Group, LLC
NEW
Shares3,506
Change+3,506
Value$528.9K
Filed 2026-10-20
Legacy Financial Strategies, LLC
INCREASED
Shares3,501 from 1,858
Change+1,643 (+88%)
Value$528.2K (+$210.7K)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares3,499 from 3,125
Change+374 (+12%)
Value$527.9K (-$6.1K)
Filed 2026-10-15
Tower View Wealth Management LLC
INCREASED
Shares3,495 from 3,326
Change+169 (+5%)
Value$527.3K (-$41.0K)
Filed 2026-10-23
Everhart Financial Group, Inc.
NEW
Shares3,493
Change+3,493
Value$527.0K
Filed 2026-10-08
Patten & Patten Inc
NEW
Shares3,483
Change+3,483
Value$525.4K
Filed 2026-10-26
Carroll Advisory Group, LLC
NEW
Shares3,475
Change+3,475
Value$524.2K
Filed 2026-10-16
BlueChip Wealth Advisors LLC
INCREASED
Shares3,458 from 1,675
Change+1,783 (+106%)
Value$521.7K (+$235.5K)
Filed 2026-11-03
Perryman Financial Advisory Inc
INCREASED
Shares3,454 from 1,322
Change+2,132 (+161%)
Value$521.1K (+$295.2K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares3,454 from 2,467
Change+987 (+40%)
Value$521.1K (+$99.6K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
DECREASED
Shares3,453 from 6,149
Change-2,696 (-44%)
Value$520.9K (-$529.6K)
Filed 2026-10-22
Tactive Advisors, LLC
NEW
Shares3,446
Change+3,446
Value$519.9K
Filed 2026-10-08
Congress Park Capital LLC
NEW
Shares3,410
Change+3,410
Value$514.4K
Filed 2026-10-13
Trust Point Inc.
NEW
Shares3,408
Change+3,408
Value$514.1K
Filed 2026-10-27
Sterling Investment Counsel, LLC
NEW
Shares3,403
Change+3,403
Value$513.4K
Filed 2026-10-19
Arcataur Capital Management LLC
NEW
Shares3,396
Change+3,396
Value$512.3K
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED
Shares3,390 from 2,814
Change+576 (+20%)
Value$511.4K (+$30.6K)
Filed 2026-11-05
Nilsine Partners, LLC
NEW
Shares3,361
Change+3,361
Value$507.0K
Filed 2026-11-02
Ballew Advisors, Inc
NEW
Shares3,359
Change+3,359
Value$534.0K
Filed 2026-10-05
CrossGen Wealth, LLC
INCREASED
Shares3,350 from 3,150
Change+200 (+6%)
Value$505.4K (-$32.8K)
Filed 2026-10-30
Barr E S & Co
INCREASED
Shares3,350 from 3,180
Change+170 (+5%)
Value$505.4K (-$38.0K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares3,341 from 1,307
Change+2,034 (+156%)
Value$504.0K (+$280.7K)
Filed 2026-10-26
KDK Private Wealth Management, LLC
INCREASED
Shares3,340 from 2,300
Change+1,040 (+45%)
Value$503.9K (+$110.9K)
Filed 2026-11-03
Eagle Strategies LLC
NEW
Shares3,337
Change+3,337
Value$503.4K
Filed 2026-10-16
Greystone Financial Group, LLC
INCREASED
Shares3,320 from 1,698
Change+1,622 (+96%)
Value$500.9K (+$210.7K)
Filed 2026-10-26
Gerald Baker Financial Group LLC
NEW
Shares3,317
Change+3,317
Value$500.5K
Filed 2026-10-09
Confluence Wealth Services, Inc.
INCREASED
Shares3,314 from 1,193
Change+2,121 (+178%)
Value$500.0K (+$296.1K)
Filed 2026-11-05
Notable Capital Management, L.L.C.
UNCHANGED
Shares3,310 from 3,310
Change0 (0%)
Value$499.3K (-$66.2K)
Filed 2026-11-03
Balefire, LLC
NEW
Shares3,296
Change+3,296
Value$497.3K
Filed 2026-10-09
Valley National Advisers Inc
INCREASED
Shares3,296 from 732
Change+2,564 (+350%)
Value$497.3K (+$372.2K)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares3,293 from 2,292
Change+1,001 (+44%)
Value$496 (+$105)
Filed 2026-11-04
Altus Wealth Group LLC
NEW
Shares3,283
Change+3,283
Value$495.3K
Filed 2026-10-20
Quantum Financial Advisors, LLC
NEW
Shares3,280
Change+3,280
Value$494.8K
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares3,279 from 3,123
Change+156 (+5%)
Value$494.6K (-$38.9K)
Filed 2026-10-15
Leelyn Smith, LLC
NEW
Shares3,268
Change+3,268
Value$493.0K
Filed 2026-11-03
Lincoln Capital LLC
NEW
Shares3,266
Change+3,266
Value$492.7K
Filed 2026-10-09
Compass Financial Group, Inc
NEW
Shares3,264
Change+3,264
Value$492.4K
Filed 2026-10-13
Alta Capital Management LLC/
NEW
Shares3,254
Change+3,254
Value$490.9K
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
NEW
Shares3,248
Change+3,248
Value$490.0K
Filed 2026-10-09
Carret Asset Management, LLC
INCREASED
Shares3,241 from 2,662
Change+579 (+22%)
Value$488.9K (+$34.1K)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
NEW
Shares3,238
Change+3,238
Value$488.5K
Filed 2026-10-26
Asahi Life Asset Management Co., Ltd.
NEW
Shares3,236
Change+3,236
Value$488.2K
Filed 2026-11-06
Integrated Financial Solutions, Inc.
INCREASED
Shares3,230 from 1,750
Change+1,480 (+85%)
Value$487.3K (+$188.3K)
Filed 2026-10-09
Alliance Wealth Advisors, LLC
INCREASED
Shares3,224 from 1,393
Change+1,831 (+131%)
Value$486.4K (+$248.4K)
Filed 2026-10-28
Trueblood Wealth Management, LLC
NEW
Shares3,222
Change+3,222
Value$486.1K
Filed 2026-10-23
Columbia Advisory Partners LLC
NEW
Shares3,215
Change+3,215
Value$485.0K
Filed 2026-10-15
PW Nova Financial Services LLC
INCREASED
Shares3,215 from 2,462
Change+753 (+31%)
Value$485.0K (+$64.4K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
INCREASED
Shares3,203 from 2,174
Change+1,029 (+47%)
Value$483.2K (+$111.8K)
Filed 2026-10-22
Visionary Horizons, LLC
INCREASED
Shares3,185 from 2,407
Change+778 (+32%)
Value$480.6K (+$69.2K)
Filed 2026-10-22
TrueWealth Advisors, LLC
NEW
Shares3,184
Change+3,184
Value$480.3K
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,174 from 2,006
Change+1,168 (+58%)
Value$478.8K (+$136.1K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares3,171 from 1,288
Change+1,883 (+146%)
Value$478.4K (+$258.3K)
Filed 2026-10-19
Valley Brook Capital Group, Inc.
INCREASED
Shares3,171 from 3,022
Change+149 (+5%)
Value$478.4K (-$38.0K)
Filed 2026-10-26
Howard Financial Services, Ltd.
NEW
Shares3,161
Change+3,161
Value$476.9K
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares3,112 from 706
Change+2,406 (+341%)
Value$469.5K (+$348.8K)
Filed 2026-10-27
Kachkovsky & Fisher, Inc.
NEW
Shares3,109
Change+3,109
Value$469.0K
Filed 2026-10-21
Oarsman Capital, Inc.
NEW
Shares3,096
Change+3,096
Value$467.1K
Filed 2026-11-05
Sagace Wealth Management LLC
NEW
Shares3,072
Change+3,072
Value$463.4K
Filed 2026-10-28
Markowski Investments
NEW
Shares3,064
Change+3,064
Value$462.2K
Filed 2026-10-30
MCF Advisors LLC
INCREASED
Shares3,063 from 2,506
Change+557 (+22%)
Value$462.1K (+$34.0K)
Filed 2026-10-28
Advisor Resource Council
NEW
Shares3,058
Change+3,058
Value$523.2K
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
NEW
Shares3,057
Change+3,057
Value$461.2K
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares3,057 from 1,428
Change+1,629 (+114%)
Value$461.2K (+$217.2K)
Filed 2026-11-03
Purus Wealth Management, LLC
NEW
Shares3,052
Change+3,052
Value$460.4K
Filed 2026-10-15
Advisory Solutions Group, LLC
NEW
Shares3,031
Change+3,031
Value$457.2K
Filed 2026-10-14
CFS Investment Advisory Services, LLC
NEW
Shares3,030
Change+3,030
Value$520.9K
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares3,029 from 29
Change+3,000 (+10345%)
Value$456.9K (+$452.0K)
Filed 2026-10-16
Glenview Trust Co
INCREASED
Shares3,029 from 1,411
Change+1,618 (+115%)
Value$457.0K (+$215.9K)
Filed 2026-10-28
Investment Management Corp
NEW
Shares3,027
Change+3,027
Value$456.7K
Filed 2026-11-03
BostonPremier Wealth LLC
NEW
Shares3,021
Change+3,021
Value$455.7K
Filed 2026-10-16
BXM Wealth LLC
NEW
Shares3,020
Change+3,020
Value$455.6K
Filed 2026-11-03
Sutton Place Investors LLC
NEW
Shares3,011
Change+3,011
Value$454.2K
Filed 2026-10-20
Mountain Capital Investment Advisors Inc.
INCREASED
Shares3,008 from 1,941
Change+1,067 (+55%)
Value$453.7K (+$122.1K)
Filed 2026-11-06
CFM Wealth Partners LLC
NEW
Shares2,999
Change+2,999
Value$452.4K
Filed 2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED
Shares2,983 from 1,605
Change+1,378 (+86%)
Value$450.0K (+$175.8K)
Filed 2026-10-28
Allegheny Financial Group
NEW
Shares2,978
Change+2,978
Value$449.4K
Filed 2026-11-05
Masterinvest Kapitalanlage GmbH
NEW
Shares2,974
Change+2,974
Value$448.7K
Filed 2026-11-03
Accelerate Investment Advisors LLC
INCREASED
Shares2,972 from 1,516
Change+1,456 (+96%)
Value$448.4K (+$189.4K)
Filed 2026-11-02
Vicus Capital
NEW
Shares2,971
Change+2,971
Value$448.2K
Filed 2026-11-05
North Star Investment Management Corp.
INCREASED
Shares2,969 from 819
Change+2,150 (+263%)
Value$447.8K (+$307.9K)
Filed 2026-10-27
Ascent Wealth Partners, LLC
INCREASED
Shares2,968 from 1,726
Change+1,242 (+72%)
Value$447.8K (+$152.8K)
Filed 2026-10-23
Formuepleje A/S
NEW
Shares2,967
Change+2,967
Value$447.6K
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares2,965 from 18
Change+2,947 (+16372%)
Value$447.3K (+$444.2K)
Filed 2026-11-05
Trek Financial, LLC
INCREASED
Shares2,952 from 2,346
Change+606 (+26%)
Value$445.3K (+$44.5K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
INCREASED
Shares2,949 from 2,298
Change+651 (+28%)
Value$444.9K (+$52.3K)
Filed 2026-10-29
James J. Burns & Company, LLC
NEW
Shares2,942
Change+2,942
Value$443.8K
Filed 2026-10-22
Winthrop Advisory Group LLC
INCREASED
Shares2,935 from 1,977
Change+958 (+48%)
Value$442.8K (+$105.0K)
Filed 2026-10-22
Finer Wealth Management, Inc.
INCREASED
Shares2,927 from 2,388
Change+539 (+23%)
Value$441.6K (+$33.6K)
Filed 2026-10-16
New Wave Wealth Advisors LLC
NEW
Shares2,911
Change+2,911
Value$455.6K
Filed 2026-10-19
Olistico Wealth, LLC
NEW
Shares2,906
Change+2,906
Value$438.4K
Filed 2026-10-05
Kathmere Capital Management, LLC
NEW
Shares2,905
Change+2,905
Value$438.2K
Filed 2026-10-20
TCI Wealth Advisors, Inc.
NEW
Shares2,904
Change+2,904
Value$438.2K
Filed 2026-10-30
Dale Q Rice Investment Management Ltd
NEW
Shares2,900
Change+2,900
Value$437.5K
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
NEW
Shares2,892
Change+2,892
Value$436.3K
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares2,887 from 503
Change+2,384 (+474%)
Value$435.5K (+$349.7K)
Filed 2026-11-02
Kesler, Norman & Wride, LLC
NEW
Shares2,865
Change+2,865
Value$432.2K
Filed 2026-11-06
Traphagen Investment Advisors LLC
NEW
Shares2,857
Change+2,857
Value$431.0K
Filed 2026-10-14
Fermata Advisors, LLC
NEW
Shares2,852
Change+2,852
Value$430.3K
Filed 2026-10-13
Toth Financial Advisory Corp
INCREASED
Shares2,847 from 1,011
Change+1,836 (+182%)
Value$429.5K (+$256.8K)
Filed 2026-10-08
Collaborative Fund Advisors, LLC
INCREASED
Shares2,842 from 1,400
Change+1,442 (+103%)
Value$428.7K (+$189.5K)
Filed 2026-11-02
Philadelphia Trust Co
NEW
Shares2,839
Change+2,839
Value$428
Filed 2026-11-05
Ridgecrest Wealth Partners, LLC
INCREASED
Shares2,838 from 1,185
Change+1,653 (+139%)
Value$428.1K (+$225.7K)
Filed 2026-10-19
Capital Management Associates, Inc
INCREASED
Shares2,837 from 1,445
Change+1,392 (+96%)
Value$428.1K (+$181.2K)
Filed 2026-10-20
Seros Financial, LLC
NEW
Shares2,831
Change+2,831
Value$427.1K
Filed 2026-10-21
Goldenstone Wealth Management LLC
NEW
Shares2,822
Change+2,822
Value$425.7K
Filed 2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares2,811 from 2,195
Change+616 (+28%)
Value$424.1K (+$49.0K)
Filed 2026-10-08
Ellis Investment Partners, LLC
INCREASED
Shares2,802 from 2,488
Change+314 (+13%)
Value$422.8K (-$2.3K)
Filed 2026-10-21
BOS Asset Management, LLC
DECREASED
Shares2,798 from 3,250
Change-452 (-14%)
Value$422.1K (-$133.2K)
Filed 2026-10-09
William Mack & Associates, Inc.
NEW
Shares2,795
Change+2,795
Value$421.7K
Filed 2026-10-27
Tannin Capital LLC
INCREASED
Shares2,792 from 2,771
Change+21 (+1%)
Value$421.2K (-$52.3K)
Filed 2026-11-05
Appalachian Capital Management Ltd
NEW
Shares2,791
Change+2,791
Value$421.1K
Filed 2026-10-14
Zega Investments, LLC
NEW
Shares2,784
Change+2,784
Value$420.0K
Filed 2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED
Shares2,781 from 2,263
Change+518 (+23%)
Value$419.5K (+$32.9K)
Filed 2026-10-28
Lynx Investment Advisory
NEW
Shares2,775
Change+2,775
Value$418.6K
Filed 2026-10-27
Woodward Financial Advisors, Inc.
NEW
Shares2,756
Change+2,756
Value$415.8K
Filed 2026-10-19
Sentinel Trust Co LBA
NEW
Shares2,736
Change+2,736
Value$413
Filed 2026-11-03
Warm Springs Advisors Inc.
NEW
Shares2,728
Change+2,728
Value$411.5K
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares2,719 from 2,620
Change+99 (+4%)
Value$410.2K (-$37.5K)
Filed 2026-10-28
Hudock, Inc.
NEW
Shares2,714
Change+2,714
Value$409.5K
Filed 2026-10-14
Pachira Investments Inc.
NEW
Shares2,701
Change+2,701
Value$407.5K
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares2,701 from 2,289
Change+412 (+18%)
Value$363.8K (+$45.3K)
Filed 2026-11-03
Center for Financial Planning, Inc.
INCREASED
Shares2,688 from 530
Change+2,158 (+407%)
Value$405.5K (+$315.0K)
Filed 2026-10-26
Kraft, Davis & Associates, LLC
NEW
Shares2,658
Change+2,658
Value$392.0K
Filed 2026-10-21
Torray Investment Partners LLC
NEW
Shares2,650
Change+2,650
Value$399.8K
Filed 2026-10-30
Smith Shellnut Wilson LLC
NEW
Shares2,640
Change+2,640
Value$398.3K
Filed 2026-10-21
XXI Wealth, LLC
NEW
Shares2,632
Change+2,632
Value$397.1K
Filed 2026-10-22
Birch Financial Group, LLC
INCREASED
Shares2,615 from 2,379
Change+236 (+10%)
Value$394.3K (-$12.2K)
Filed 2026-10-27
Manchester Financial Inc
INCREASED
Shares2,607 from 2,439
Change+168 (+7%)
Value$393.2K (-$23.5K)
Filed 2026-10-15
S.A. Mason LLC
INCREASED
Shares2,603 from 1,308
Change+1,295 (+99%)
Value$392.7K (+$169.2K)
Filed 2026-10-13
PFG Private Wealth Management, LLC
INCREASED
Shares2,602 from 1,968
Change+634 (+32%)
Value$392.5K (+$56.3K)
Filed 2026-10-15
AtlasMark Financial, Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$392.2K (-$52.0K)
Filed 2026-10-13
Stone House Investment Management, LLC
INCREASED
Shares2,589 from 2,250
Change+339 (+15%)
Value$390.6K (+$6.2K)
Filed 2026-10-23
Focused Wealth Management, Inc
NEW
Shares2,586
Change+2,586
Value$390.1K
Filed 2026-10-30
NovaPoint Capital, LLC
NEW
Shares2,586
Change+2,586
Value$390.1K
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares2,586 from 160
Change+2,426 (+1516%)
Value$390.1K (+$362.8K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares2,576
Change+2,576
Value$388.6K
Filed 2026-10-09
Joel Isaacson & Co., LLC
NEW
Shares2,571
Change+2,571
Value$387.9K
Filed 2026-11-05
Rossmore Private Capital
NEW
Shares2,558
Change+2,558
Value$385.9K
Filed 2026-10-27
Box Hill Private Wealth LLC
NEW
Shares2,553
Change+2,553
Value$385.1K
Filed 2026-10-05
Bernzott Capital Advisors
NEW
Shares2,550
Change+2,550
Value$384.7K
Filed 2026-10-29
Burns J W & Co Inc
NEW
Shares2,543
Change+2,543
Value$383.6K
Filed 2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
NEW
Shares2,543
Change+2,543
Value$375.8K
Filed 2026-10-21
Arch Global Advisors, LLC
NEW
Shares2,541
Change+2,541
Value$383.3K
Filed 2026-10-23
Oslo Pensjonsforsikring AS
NEW
Shares2,518
Change+2,518
Value$379.9K
Filed 2026-10-15
Whitener Capital Management, Inc.
NEW
Shares2,515
Change+2,515
Value$379.4K
Filed 2026-10-15
Atticus Wealth Management, LLC
NEW
Shares2,508
Change+2,508
Value$378.4K
Filed 2026-10-20
Towerpoint Wealth, LLC
NEW
Shares2,507
Change+2,507
Value$378.2K
Filed 2026-10-13
Patten Group, Inc.
NEW
Shares2,506
Change+2,506
Value$378.1K
Filed 2026-10-26
TT International Asset Management LTD
NEW
Shares2,500
Change+2,500
Value$377.2K
Filed 2026-10-30
Tiller Private Wealth, Inc.
NEW
Shares2,493
Change+2,493
Value$376.1K
Filed 2026-10-26
ADE, LLC
INCREASED
Shares2,489 from 1,832
Change+657 (+36%)
Value$375.5K (+$62.5K)
Filed 2026-10-29
Costello Asset Management, Inc
INCREASED
Shares2,486 from 1,723
Change+763 (+44%)
Value$375.0K (+$80.6K)
Filed 2026-10-30
Shepherd Financial Partners LLC
NEW
Shares2,475
Change+2,475
Value$373.4K
Filed 2026-11-03
Fourpath Capital Management, LLC
INCREASED
Shares2,474 from 2,388
Change+86 (+4%)
Value$373.2K (-$34.8K)
Filed 2026-10-19
Family Capital Management, Inc.
NEW
Shares2,468
Change+2,468
Value$372.4K
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
NEW
Shares2,459
Change+2,459
Value$371.0K
Filed 2026-10-30
XML Financial, LLC
INCREASED
Shares2,432 from 1,195
Change+1,237 (+104%)
Value$366.9K (+$162.7K)
Filed 2026-10-29
Salem Investment Counselors Inc
INCREASED
Shares2,425 from 2,210
Change+215 (+10%)
Value$365.8K (-$11.8K)
Filed 2026-10-13
N10 Wealth, LLC
INCREASED
Shares2,402 from 1,228
Change+1,174 (+96%)
Value$362.4K (+$152.6K)
Filed 2026-10-14
First Premier Bank
NEW
Shares2,400
Change+2,400
Value$362
Filed 2026-10-13
Financial Solutions Advisory Group, Inc.
NEW
Shares2,400
Change+2,400
Value$350.5K
Filed 2026-10-28
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares2,390 from 2,208
Change+182 (+8%)
Value$360.6K (-$16.7K)
Filed 2026-10-07
Legacy Capital Wealth Partners, LLC
INCREASED
Shares2,389 from 1,918
Change+471 (+25%)
Value$360.4K (+$32.7K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
NEW
Shares2,386
Change+2,386
Value$359.9K
Filed 2026-11-04
WMS Group LLC
NEW
Shares2,381
Change+2,381
Value$359.2K
Filed 2026-11-06
Lauer Wealth, LLC
INCREASED
Shares2,381 from 2,060
Change+321 (+16%)
Value$382.3K (+$102.0K)
Filed 2026-10-13
Facet Wealth, Inc.
NEW
Shares2,380
Change+2,380
Value$359.0K
Filed 2026-11-04
Aletheian Wealth Advisors LLC
NEW
Shares2,378
Change+2,378
Value$358.7K
Filed 2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares2,371 from 520
Change+1,851 (+356%)
Value$357.7K (+$268.8K)
Filed 2026-10-14
MW Advisory, LLC
INCREASED
Shares2,369 from 2,293
Change+76 (+3%)
Value$357.4K (-$34.4K)
Filed 2026-10-19
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares2,346 from 1,345
Change+1,001 (+74%)
Value$353.9K (+$124.1K)
Filed 2026-10-20
Apeiron RIA LLC
NEW
Shares2,329
Change+2,329
Value$344.9K
Filed 2026-10-08
Summit Financial Strategies, Inc.
NEW
Shares2,327
Change+2,327
Value$351.1K
Filed 2026-10-14
Avant Financial Advisors LLC
NEW
Shares2,299
Change+2,299
Value$346.8K
Filed 2026-11-02
Dimensional Fund Advisors LP
NEW
Shares2,293
Change+2,293
Value$345.9K
Filed 2026-11-04
Hoey Investments, Inc
INCREASED
Shares2,292 from 200
Change+2,092 (+1046%)
Value$345.8K (+$311.6K)
Filed 2026-10-29
McGuire Investment Group, LLC
INCREASED
Shares2,290 from 1,538
Change+752 (+49%)
Value$345.5K (+$82.7K)
Filed 2026-10-23
Retirement Guys Formula LLC
NEW
Shares2,289
Change+2,289
Value$345.3K
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,289 from 1,786
Change+503 (+28%)
Value$345.3K (+$40.2K)
Filed 2026-10-15
Darden Wealth Group Inc
NEW
Shares2,287
Change+2,287
Value$345.0K
Filed 2026-11-06
Trust Co of Toledo NA
INCREASED
Shares2,284 from 252
Change+2,032 (+806%)
Value$344.6K (+$301.5K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
NEW
Shares2,282
Change+2,282
Value$344.3K
Filed 2026-11-05
Catalyst Capital Advisors LLC
DECREASED
Shares2,280 from 13,550
Change-11,270 (-83%)
Value$344.0K (-$2.0M)
Filed 2026-11-02
Grove Bank & Trust
NEW
Shares2,277
Change+2,277
Value$343.5K
Filed 2026-10-08
August Group Capital Ltd
NEW
Shares2,274
Change+2,274
Value$342.9K
Filed 2026-10-14
Legacy Wealth Partners, LLC
INCREASED
Shares2,273 from 1,469
Change+804 (+55%)
Value$342.9K (+$91.9K)
Filed 2026-10-15
Blodgett Wealth Advisors, LLC
INCREASED
Shares2,272 from 1,795
Change+477 (+27%)
Value$342.8K (+$36.1K)
Filed 2026-10-23
SevenBridge Financial Group, LLC
NEW
Shares2,271
Change+2,271
Value$335.6K
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
NEW
Shares2,270
Change+2,270
Value$342.5K
Filed 2026-10-29
E&G Advisors, LLC
INCREASED
Shares2,265 from 1,751
Change+514 (+29%)
Value$341.7K (+$42.5K)
Filed 2026-10-13
SLT Holdings LLC
INCREASED
Shares2,265 from 1,825
Change+440 (+24%)
Value$341.7K (+$29.9K)
Filed 2026-10-15
Balance Wealth Partners LLC
INCREASED
Shares2,261 from 2,140
Change+121 (+6%)
Value$341.1K (-$24.6K)
Filed 2026-10-27
Gilpin Wealth Management, LLC
INCREASED
Shares2,258 from 2,216
Change+42 (+2%)
Value$340.6K (-$38.0K)
Filed 2026-10-09
Southern Financial Group, LLC
INCREASED
Shares2,248 from 1,678
Change+570 (+34%)
Value$339.2K (+$52.4K)
Filed 2026-10-30
Unique Wealth, LLC
NEW
Shares2,247
Change+2,247
Value$339.0K
Filed 2026-10-16
Souders Financial Advisors
INCREASED
Shares2,241 from 1,302
Change+939 (+72%)
Value$338.1K (+$115.6K)
Filed 2026-11-03
Q Fund Management (Hong Kong) Ltd
NEW
Shares2,230
Change+2,230
Value$336.4K
Filed 2026-10-14
Mcdonald Partners LLC
NEW
Shares2,220
Change+2,220
Value$334.9K
Filed 2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares2,213
Change+2,213
Value$333.9K
Filed 2026-10-09
Revisor Wealth Management LLC
NEW
Shares2,213
Change+2,213
Value$327.2K
Filed 2026-10-20
Paragon Capital Management Ltd
NEW
Shares2,213
Change+2,213
Value$333.9K
Filed 2026-10-09
First Horizon Corp
DECREASED
Shares2,212 from 5,090
Change-2,878 (-57%)
Value$333.7K (-$536.0K)
Filed 2026-10-26
Independence Wealth Advisors, LLC
NEW
Shares2,209
Change+2,209
Value$333.2K
Filed 2026-10-29
Naples Global Advisors, LLC
NEW
Shares2,209
Change+2,209
Value$333.3K
Filed 2026-11-05
LVZ, Inc.
NEW
Shares2,206
Change+2,206
Value$332.8K
Filed 2026-10-20
Premier Path Wealth Partners, LLC
INCREASED
Shares2,203 from 1,481
Change+722 (+49%)
Value$332.3K (+$79.3K)
Filed 2026-10-16
SVB Wealth LLC
NEW
Shares2,195
Change+2,195
Value$331.1K
Filed 2026-11-06
Stackstone Wealth, LLC
NEW
Shares2,192
Change+2,192
Value$330.7K
Filed 2026-10-19
Friday Financial
NEW
Shares2,191
Change+2,191
Value$324.4K
Filed 2026-10-09
Benin Management Corp
DECREASED
Shares2,190 from 2,209
Change-19 (-1%)
Value$330.4K (-$47.0K)
Filed 2026-10-22
bLong Financial, LLC
NEW
Shares2,178
Change+2,178
Value$328.6K
Filed 2026-10-29
Enclave Advisors LLC
NEW
Shares2,176
Change+2,176
Value$328.3K
Filed 2026-10-14
Rockland Trust Co
NEW
Shares2,165
Change+2,165
Value$326.6K
Filed 2026-10-05
RFG Holdings, Inc.
INCREASED
Shares2,153 from 2,020
Change+133 (+7%)
Value$324.8K (-$20.3K)
Filed 2026-10-30
Northwest Wealth Advisors, LLC
INCREASED
Shares2,136 from 1,904
Change+232 (+12%)
Value$322.2K (-$3.1K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
NEW
Shares2,135
Change+2,135
Value$322.1K
Filed 2026-10-14
LifeSteps Financial, Inc.
INCREASED
Shares2,135 from 645
Change+1,490 (+231%)
Value$322.0K (+$211.8K)
Filed 2026-10-15
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares2,135 from 2,365
Change-230 (-10%)
Value$322.1K (-$82.0K)
Filed 2026-11-06
Vaquero Private Wealth, LTD
NEW
Shares2,129
Change+2,129
Value$321.2K
Filed 2026-10-27
CLG LLC
NEW
Shares2,128
Change+2,128
Value$321.0K
Filed 2026-10-13
jvl associates llc
NEW
Shares2,127
Change+2,127
Value$320.9K
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,127 from 65
Change+2,062 (+3172%)
Value$320.9K (+$309.8K)
Filed 2026-10-26
First Financial Bank - Trust Division
NEW
Shares2,118
Change+2,118
Value$319.5K
Filed 2026-10-01
Jacobs & Co
INCREASED
Shares2,117 from 1,906
Change+211 (+11%)
Value$319 (-$6)
Filed 2026-10-09
Smith Thornton Advisors LLC
NEW
Shares2,114
Change+2,114
Value$319.0K
Filed 2026-10-16
Sun Group Wealth Partners
INCREASED
Shares2,112 from 2,097
Change+15 (+1%)
Value$318.6K (-$39.7K)
Filed 2026-10-26
Fishman JAY A LTD
NEW
Shares2,104
Change+2,104
Value$317.4K
Filed 2026-10-26
Kestra Investment Management, LLC
NEW
Shares2,093
Change+2,093
Value$315.8K
Filed 2026-11-04
Belvedere Trading LLC
NEW
Shares2,092
Change+2,092
Value$315.6K
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
NEW
Shares2,091
Change+2,091
Value$315.4K
Filed 2026-10-06
Town Capital LLC
NEW
Shares2,082
Change+2,082
Value$314.1K
Filed 2026-11-03
Philip James Wealth Mangement, LLC
INCREASED
Shares2,082 from 1,324
Change+758 (+57%)
Value$314.1K (+$87.9K)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
NEW
Shares2,081
Change+2,081
Value$313.9K
Filed 2026-10-30
Davidson Kahn Capital Management, LLC
NEW
Shares2,081
Change+2,081
Value$313.9K
Filed 2026-10-26
Aprio Wealth Management, LLC
NEW
Shares2,068
Change+2,068
Value$312.0K
Filed 2026-10-28
Samalin Investment Counsel, LLC
NEW
Shares2,063
Change+2,063
Value$311.2K
Filed 2026-10-23
Birch Hill Investment Advisors LLC
NEW
Shares2,050
Change+2,050
Value$309.3K
Filed 2026-10-16
Cahaba Wealth Management, Inc.
NEW
Shares2,045
Change+2,045
Value$308.5K
Filed 2026-10-26
WealthTrust Asset Management, LLC
NEW
Shares2,041
Change+2,041
Value$307.9K
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
NEW
Shares2,040
Change+2,040
Value$307.8K
Filed 2026-10-09
Waterway Wealth Management, LLC
NEW
Shares2,039
Change+2,039
Value$307.6K
Filed 2026-10-28
Providence First Trust Co
NEW
Shares2,038
Change+2,038
Value$307.5K
Filed 2026-11-02
Athena Wealth Management, LLC
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$307.0K (-$40.7K)
Filed 2026-10-09
Point Windward Advisors Inc.
NEW
Shares2,033
Change+2,033
Value$306.7K
Filed 2026-11-06
Financial Management Professionals, Inc.
INCREASED
Shares2,020 from 585
Change+1,435 (+245%)
Value$304.7K (+$204.7K)
Filed 2026-10-23
Fortitude Financial, LLC
INCREASED
Shares2,016 from 1,295
Change+721 (+56%)
Value$304.1K (+$82.9K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
INCREASED
Shares2,016 from 1,425
Change+591 (+41%)
Value$304.1K (+$60.7K)
Filed 2026-11-02
TBH Global Asset Management, LLC
DECREASED
Shares2,013 from 2,607
Change-594 (-23%)
Value$303.6K (-$141.8K)
Filed 2026-11-03
Artesa Financial Group, LLC
NEW
Shares2,006
Change+2,006
Value$302.6K
Filed 2026-10-29
Private Client Services, LLC
NEW
Shares2,005
Change+2,005
Value$302.5K
Filed 2026-10-02
Noesis Capital Mangement Corp
NEW
Shares2,001
Change+2,001
Value$301.9K
Filed 2026-10-26
Cohen Investment Advisors LLC
NEW
Shares2,001
Change+2,001
Value$301.9K
Filed 2026-10-20
DB Fitzpatrick & Co, Inc
NEW
Shares2,000
Change+2,000
Value$301.7K
Filed 2026-10-19
Cross Staff Investments Inc
NEW
Shares2,000
Change+2,000
Value$301.7K
Filed 2026-10-22
NBT Bank, N.A.
INCREASED
Shares2,000 from 100
Change+1,900 (+1900%)
Value$301.7K (+$284.6K)
Filed 2026-10-21
Evolution Wealth Management Inc.
INCREASED
Shares1,998 from 443
Change+1,555 (+351%)
Value$301.4K (+$225.7K)
Filed 2026-10-28
Clay Northam Wealth Management, LLC
NEW
Shares1,989
Change+1,989
Value$300.1K
Filed 2026-10-13
Pacific Sage Partners, LLC
NEW
Shares1,989
Change+1,989
Value$300.1K
Filed 2026-10-21
J. Team Financial, Inc.
NEW
Shares1,986
Change+1,986
Value$299.6K
Filed 2026-11-03
Cedar Mountain Advisors, LLC
NEW
Shares1,977
Change+1,977
Value$298.3K
Filed 2026-10-15
Weaver Capital Management LLC
NEW
Shares1,976
Change+1,976
Value$298.1K
Filed 2026-10-15
BCS Wealth Management
INCREASED
Shares1,976 from 1,416
Change+560 (+40%)
Value$298.1K (+$56.2K)
Filed 2026-11-03
Sims Investment Management, LLC
INCREASED
Shares1,966 from 13
Change+1,953 (+15023%)
Value$296.6K (+$294.4K)
Filed 2026-10-13
GAM Holding AG
NEW
Shares1,964
Change+1,964
Value$296.3K
Filed 2026-11-03
Avaii Wealth Management, LLC
NEW
Shares1,964
Change+1,964
Value$312.3K
Filed 2026-10-09
Kennedy Investment Group, Inc.
NEW
Shares1,961
Change+1,961
Value$295.8K
Filed 2026-10-21
Split Rock Private Trading & Wealth Management, LLC
NEW
Shares1,957
Change+1,957
Value$295.3K
Filed 2026-10-15
United Capital Management of KS, Inc.
INCREASED
Shares1,957 from 1,379
Change+578 (+42%)
Value$295.2K (+$59.6K)
Filed 2026-11-04
Richard P Slaughter Associates Inc
INCREASED
Shares1,954 from 1,234
Change+720 (+58%)
Value$294.7K (+$83.9K)
Filed 2026-10-13
LCM Capital Management Inc
INCREASED
Shares1,943 from 1,626
Change+317 (+20%)
Value$293.1K (+$15.3K)
Filed 2026-10-20
True North Advisors, LLC
NEW
Shares1,942
Change+1,942
Value$293.0K
Filed 2026-10-22
Melfa Wealth Management, Inc.
INCREASED
Shares1,935 from 1,750
Change+185 (+11%)
Value$291.9K (-$7.1K)
Filed 2026-11-06
Cooper Capital Advisors LLC
INCREASED
Shares1,934 from 1,204
Change+730 (+61%)
Value$291.8K (+$86.1K)
Filed 2026-10-29
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares1,930 from 2,939
Change-1,009 (-34%)
Value$291.1K (-$211.0K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares1,929 from 1,072
Change+857 (+80%)
Value$291.0K (+$107.8K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,922 from 1,534
Change+388 (+25%)
Value$290.0K (+$27.9K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares1,914
Change+1,914
Value$288.7K
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares1,908 from 2,526
Change-618 (-24%)
Value$287.8K (-$143.8K)
Filed 2026-10-30
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,906 from 3,689
Change-1,783 (-48%)
Value$287.5K (-$342.8K)
Filed 2026-10-20
Income Insurance Ltd
INCREASED
Shares1,900 from 1,600
Change+300 (+19%)
Value$286.6K (+$13.3K)
Filed 2026-10-21
Viewpoint Capital Management LLC
NEW
Shares1,899
Change+1,899
Value$286.5K
Filed 2026-10-27
Factory Mutual Insurance Co
NEW
Shares1,896
Change+1,896
Value$286.0K
Filed 2026-10-30
truNorth Financial Services, Inc.
NEW
Shares1,892
Change+1,892
Value$285.4K
Filed 2026-11-06
Ledyard National Bank
NEW
Shares1,879
Change+1,879
Value$283.5K
Filed 2026-10-21
Chapin Davis, Inc.
NEW
Shares1,875
Change+1,875
Value$282.9K
Filed 2026-10-09
Legacy Financial Group, Inc.
NEW
Shares1,875
Change+1,875
Value$282.9K
Filed 2026-10-21
Cannon Financial Strategists, Inc.
INCREASED
Shares1,872 from 1,851
Change+21 (+1%)
Value$282.4K (-$33.9K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares1,862 from 1,675
Change+187 (+11%)
Value$280.9K (-$5.3K)
Filed 2026-10-26
HCR Wealth Advisors
NEW
Shares1,853
Change+1,853
Value$279.5K
Filed 2026-10-15
Silverlake Wealth Management LLC
NEW
Shares1,844
Change+1,844
Value$278.2K
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares1,843 from 1,269
Change+574 (+45%)
Value$278 (+$61)
Filed 2026-10-20
Waterfront Wealth Inc.
NEW
Shares1,841
Change+1,841
Value$269.4K
Filed 2026-11-03
Burney Co/
INCREASED
Shares1,835 from 1,393
Change+442 (+32%)
Value$276.8K (+$38.8K)
Filed 2026-10-15
Financial Guidance Group, Inc.
NEW
Shares1,832
Change+1,832
Value$276.4K
Filed 2026-10-21
Semus Wealth Partners LLC
NEW
Shares1,831
Change+1,831
Value$276.2K
Filed 2026-10-22
Tortuga Wealth Management, Inc
NEW
Shares1,827
Change+1,827
Value$275.6K
Filed 2026-10-27
Blackston Financial Advisory Group, LLC
INCREASED
Shares1,817 from 1,458
Change+359 (+25%)
Value$274.1K (+$25.0K)
Filed 2026-11-04
Zinnia Wealth Advisory, LLC
NEW
Shares1,810
Change+1,810
Value$273.1K
Filed 2026-11-06
B&D White Capital Company, LLC
DECREASED
Shares1,800 from 7,700
Change-5,900 (-77%)
Value$271.5K (-$1.0M)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
NEW
Shares1,798
Change+1,798
Value$271.2K
Filed 2026-10-22
Petros Family Wealth, LLC
NEW
Shares1,797
Change+1,797
Value$271.1K
Filed 2026-10-28
Garde Capital, Inc.
NEW
Shares1,795
Change+1,795
Value$270.8K
Filed 2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,792 from 2,692
Change-900 (-33%)
Value$270.3K (-$189.1K)
Filed 2026-10-21
Grant Street Asset Management, Inc.
NEW
Shares1,788
Change+1,788
Value$269.7K
Filed 2026-10-26
Dillon & Associates Inc
NEW
Shares1,781
Change+1,781
Value$269
Filed 2026-10-22
Lighthouse Wealth Management Inc.
NEW
Shares1,780
Change+1,780
Value$268.5K
Filed 2026-10-13
Acropolis Investment Management, LLC
NEW
Shares1,776
Change+1,776
Value$267.9K
Filed 2026-10-08
Fairscale Capital, LLC
INCREASED
Shares1,776 from 14
Change+1,762 (+12586%)
Value$239.3K (+$236.9K)
Filed 2026-11-04
Collaborative Wealth Managment Inc.
NEW
Shares1,757
Change+1,757
Value$265.1K
Filed 2026-11-06
Woodley Farra Manion Portfolio Management Inc
NEW
Shares1,753
Change+1,753
Value$264.5K
Filed 2026-11-05
Pacific Capital Wealth Advisors, Inc.
NEW
Shares1,745
Change+1,745
Value$263.2K
Filed 2026-10-22
PPS&V Asset Management Consultants, Inc.
NEW
Shares1,743
Change+1,743
Value$262.9K
Filed 2026-10-06
Ridgeline Wealth Planning, LLC
NEW
Shares1,739
Change+1,739
Value$262.3K
Filed 2026-10-29
Alessandra Capital Management, LLC
NEW
Shares1,738
Change+1,738
Value$262.2K
Filed 2026-10-30
Bensler, LLC
NEW
Shares1,730
Change+1,730
Value$261.0K
Filed 2026-11-05
Tortoise Investment Management, LLC
NEW
Shares1,726
Change+1,726
Value$260.4K
Filed 2026-11-06
Formidable Asset Management, LLC
NEW
Shares1,725
Change+1,725
Value$294.7K
Filed 2026-11-03
FAI Advisors, Inc.
NEW
Shares1,714
Change+1,714
Value$258.6K
Filed 2026-10-27
Keyes, Stange & Wooten Wealth Management, LLC
NEW
Shares1,711
Change+1,711
Value$258.1K
Filed 2026-11-03
Blue Capital, Inc.
NEW
Shares1,708
Change+1,708
Value$257.7K
Filed 2026-10-13
Childress Capital Advisors, LLC
NEW
Shares1,707
Change+1,707
Value$257.5K
Filed 2026-10-28
Armstrong Advisory Group, Inc
INCREASED
Shares1,698 from 1,129
Change+569 (+50%)
Value$256.2K (+$63.3K)
Filed 2026-10-09
Dedeker Financial LLC
INCREASED
Shares1,697 from 1,572
Change+125 (+8%)
Value$256.0K (-$12.6K)
Filed 2026-10-23
1900 Wealth Management LLC
NEW
Shares1,696
Change+1,696
Value$255.9K
Filed 2026-10-13
Purkiss Capital Advisors LLC
NEW
Shares1,692
Change+1,692
Value$255.3K
Filed 2026-11-06
Guardian Asset Advisors, LLC
INCREASED
Shares1,691 from 1,630
Change+61 (+4%)
Value$255.1K (-$23.4K)
Filed 2026-10-16
Telos Capital Management, Inc.
NEW
Shares1,683
Change+1,683
Value$253.8K
Filed 2026-11-02
Wealthcare Capital Partners, LLC
INCREASED
Shares1,683 from 1,250
Change+433 (+35%)
Value$253.9K (+$40.3K)
Filed 2026-10-21
Targeted Financial Services LLC
NEW
Shares1,680
Change+1,680
Value$253.4K
Filed 2026-10-19
Fragasso Financial Advisors Inc
NEW
Shares1,676
Change+1,676
Value$272.5K
Filed 2026-10-13
Phraction Management LLC
NEW
Shares1,675
Change+1,675
Value$252.7K
Filed 2026-10-14
Harrell Investment Partners, LLC
NEW
Shares1,674
Change+1,674
Value$252.5K
Filed 2026-10-15
Equitable Trust Co
NEW
Shares1,674
Change+1,674
Value$252.5K
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares1,669 from 1,710
Change-41 (-2%)
Value$251.8K (-$40.4K)
Filed 2026-10-29
CapWealth Advisors, LLC
NEW
Shares1,665
Change+1,665
Value$251.2K
Filed 2026-10-05
Clearwave Capital, LLC
NEW
Shares1,662
Change+1,662
Value$250.7K
Filed 2026-10-27
Demars Financial Group, LLC
NEW
Shares1,656
Change+1,656
Value$249.8K
Filed 2026-10-22
Curated Wealth Partners LLC
NEW
Shares1,651
Change+1,651
Value$249.1K
Filed 2026-10-15
Northeast Investment Management
NEW
Shares1,650
Change+1,650
Value$248.9K
Filed 2026-10-30
GFG Capital, LLC
NEW
Shares1,645
Change+1,645
Value$248.2K
Filed 2026-10-16
Crown Wealth Group, LLC
NEW
Shares1,643
Change+1,643
Value$247.9K
Filed 2026-10-19
Oxler Private Wealth LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$247.4K (-$32.8K)
Filed 2026-10-21
Fortress Financial Solutions, LLC
NEW
Shares1,639
Change+1,639
Value$247.3K
Filed 2026-10-14
Financial Partners Group, Inc
NEW
Shares1,639
Change+1,639
Value$247.2K
Filed 2026-10-19
Mengis Capital Management, Inc.
NEW
Shares1,628
Change+1,628
Value$245.6K
Filed 2026-10-13
Fiduciary Financial Group, LLC
NEW
Shares1,624
Change+1,624
Value$245.0K
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares1,624 from 245
Change+1,379 (+563%)
Value$244.9K (+$203.1K)
Filed 2026-11-05
Retirement Solution LLC
NEW
Shares1,620
Change+1,620
Value$244.3K
Filed 2026-10-27
Herold Advisors, Inc.
INCREASED
Shares1,608 from 1,205
Change+403 (+33%)
Value$242.6K (+$34.6K)
Filed 2026-10-19
Park Capital Management, LLC / WI
NEW
Shares1,599
Change+1,599
Value$241.3K
Filed 2026-10-13
Optima Capital LLC
NEW
Shares1,599
Change+1,599
Value$241.2K
Filed 2026-10-29
Stablepoint Partners, LLC
NEW
Shares1,595
Change+1,595
Value$240.6K
Filed 2026-11-03
Clark Financial Services Group Inc
INCREASED
Shares1,589 from 1,416
Change+173 (+12%)
Value$239.6K (-$2.4K)
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares1,585 from 1,215
Change+370 (+30%)
Value$239.1K (+$31.5K)
Filed 2026-10-20
Genesee Capital Advisors, LLC
NEW
Shares1,584
Change+1,584
Value$239.0K
Filed 2026-10-20
Weinberger Asset Management, Inc
NEW
Shares1,578
Change+1,578
Value$238.1K
Filed 2026-10-28
Sunburst Financial Group, LLC
NEW
Shares1,575
Change+1,575
Value$237.6K
Filed 2026-10-09
International Private Wealth Advisors LLC
NEW
Shares1,571
Change+1,571
Value$237.2K
Filed 2026-11-05
Wedge Capital Management L L P
INCREASED
Shares1,558 from 1,422
Change+136 (+10%)
Value$235.0K (-$7.9K)
Filed 2026-10-13
AAF Wealth Management, LLC
NEW
Shares1,555
Change+1,555
Value$234.6K
Filed 2026-10-28
Global Wealth Strategies & Associates
NEW
Shares1,554
Change+1,554
Value$234.5K
Filed 2026-10-02
Droms Strauss Advisors Inc
NEW
Shares1,554
Change+1,554
Value$234.4K
Filed 2026-11-03
Ethic Inc.
NEW
Shares1,549
Change+1,549
Value$233.7K
Filed 2026-11-03
First Financial Group Corp
NEW
Shares1,538
Change+1,538
Value$232.0K
Filed 2026-10-22
Stone Wealth Partners
NEW
Shares1,536
Change+1,536
Value$230.5K
Filed 2026-11-05
Miller Wealth Advisors, LLC
DECREASED
Shares1,535 from 1,546
Change-11 (-1%)
Value$231.6K (-$32.6K)
Filed 2026-11-02
Marathon Wealth Advisors LLC
NEW
Shares1,533
Change+1,533
Value$231.3K
Filed 2026-11-04
Great Waters Wealth Management
NEW
Shares1,522
Change+1,522
Value$229.6K
Filed 2026-10-07
Thrive Capital Management, LLC
NEW
Shares1,521
Change+1,521
Value$229.5K
Filed 2026-10-28
BankPlus Trust Department
INCREASED
Shares1,517 from 1,220
Change+297 (+24%)
Value$228.9K (+$20.4K)
Filed 2026-11-06
Maltin Wealth Management, Inc.
NEW
Shares1,512
Change+1,512
Value$228.1K
Filed 2026-10-13
WealthBridge Capital Management, LLC
NEW
Shares1,504
Change+1,504
Value$226.9K
Filed 2026-10-16
Sky Investment Group LLC
NEW
Shares1,502
Change+1,502
Value$226.6K
Filed 2026-10-30
Liberty Capital Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$226.3K (-$30.0K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
NEW
Shares1,496
Change+1,496
Value$225.7K
Filed 2026-10-16
Sather Financial Group Inc
NEW
Shares1,490
Change+1,490
Value$224.9K
Filed 2026-10-30
PKS Advisory Services, LLC
UNCHANGED
Shares1,489 from 1,489
Change0 (0%)
Value$254.2K ($0)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
NEW
Shares1,488
Change+1,488
Value$224.5K
Filed 2026-10-28
Meridian Financial Partners LLC
NEW
Shares1,487
Change+1,487
Value$221.1K
Filed 2026-10-23
Stonebridge Financial Group, LLC
NEW
Shares1,487
Change+1,487
Value$224.3K
Filed 2026-10-01
Black Diamond Financial, LLC
NEW
Shares1,483
Change+1,483
Value$223.7K
Filed 2026-10-26
Evansbrook LLC
NEW
Shares1,482
Change+1,482
Value$223.6K
Filed 2026-10-16
Arthur M. Cohen & Associates, LLC
NEW
Shares1,480
Change+1,480
Value$223.3K
Filed 2026-10-26
Cutler Investment Counsel LLC
NEW
Shares1,477
Change+1,477
Value$222.8K
Filed 2026-10-28
Cora Capital Advisors LLC
INCREASED
Shares1,477 from 1,198
Change+279 (+23%)
Value$222.8K (+$18.1K)
Filed 2026-11-02
Landmark Wealth Management, LLC
NEW
Shares1,475
Change+1,475
Value$222.5K
Filed 2026-11-03
Aldebaran Financial Inc.
NEW
Shares1,474
Change+1,474
Value$222.4K
Filed 2026-11-06
SP Asset Management LLC
DECREASED
Shares1,474 from 1,497
Change-23 (-2%)
Value$222.4K (-$33.5K)
Filed 2026-11-05
Peak Financial Management, Inc.
NEW
Shares1,473
Change+1,473
Value$222.2K
Filed 2026-10-16
Baker Tilly Wealth Management, LLC
NEW
Shares1,468
Change+1,468
Value$221.4K
Filed 2026-10-05
Commerce Advisors, LLC
NEW
Shares1,466
Change+1,466
Value$221.2K
Filed 2026-10-19
ARK & TLK Investments, LLC
NEW
Shares1,466
Change+1,466
Value$221.2K
Filed 2026-10-20
Old Port Advisors
NEW
Shares1,462
Change+1,462
Value$220.6K
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares1,461 from 1,900
Change-439 (-23%)
Value$220.4K (-$104.2K)
Filed 2026-11-03
Ferguson Shapiro LLC
NEW
Shares1,457
Change+1,457
Value$219.8K
Filed 2026-10-16
Lantz Financial LLC
NEW
Shares1,454
Change+1,454
Value$219.4K
Filed 2026-10-15
City State Bank
INCREASED
Shares1,454 from 1,219
Change+235 (+19%)
Value$219.4K (+$11.1K)
Filed 2026-10-20
TTP Investments, Inc.
NEW
Shares1,446
Change+1,446
Value$218.1K
Filed 2026-10-30
GR Financial Group, LLC
NEW
Shares1,446
Change+1,446
Value$218.1K
Filed 2026-10-27
Decision Investments, Inc
INCREASED
Shares1,443 from 1,304
Change+139 (+11%)
Value$217.7K (-$5.1K)
Filed 2026-10-07
Alterna Wealth Management, Inc
NEW
Shares1,438
Change+1,438
Value$216.9K
Filed 2026-10-27
Instrumental Wealth, LLC
INCREASED
Shares1,436 from 1,359
Change+77 (+6%)
Value$216.6K (-$15.5K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
NEW
Shares1,435
Change+1,435
Value$216.5K
Filed 2026-10-23
Thrive Wealth Management, LLC
NEW
Shares1,433
Change+1,433
Value$216.2K
Filed 2026-10-13
Cypress Financial Planning LLC
NEW
Shares1,423
Change+1,423
Value$214.7K
Filed 2026-10-09
Summit Global Investments
NEW
Shares1,423
Change+1,423
Value$215
Filed 2026-10-28
Gimbal Financial
NEW
Shares1,415
Change+1,415
Value$213.5K
Filed 2026-10-19
Atlas Private Wealth Advisors
NEW
Shares1,414
Change+1,414
Value$213.3K
Filed 2026-10-23
Elevated Capital Advisors, LLC
INCREASED
Shares1,414 from 529
Change+885 (+167%)
Value$213.3K (+$122.9K)
Filed 2026-11-04
TCP Asset Management, LLC
NEW
Shares1,407
Change+1,407
Value$223.7K
Filed 2026-10-14
One Wealth Capital Management, LLC
DECREASED
Shares1,404 from 2,811
Change-1,407 (-50%)
Value$211.8K (-$268.5K)
Filed 2026-10-23
Vertrix Wealth Management, LLC
NEW
Shares1,401
Change+1,401
Value$211.4K
Filed 2026-10-13
PUREfi Wealth, LLC
NEW
Shares1,393
Change+1,393
Value$210.1K
Filed 2026-10-19
Hengehold Capital Management LLC
NEW
Shares1,389
Change+1,389
Value$209.6K
Filed 2026-10-16
Center for Wealth Management Advisory
NEW
Shares1,385
Change+1,385
Value$208.9K
Filed 2026-10-23
Forthright Family Wealth Advisory LLC
NEW
Shares1,381
Change+1,381
Value$208.3K
Filed 2026-11-03
Clark Asset Management, LLC
NEW
Shares1,380
Change+1,380
Value$208.2K
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares1,368
Change+1,368
Value$206.4K
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
NEW
Shares1,363
Change+1,363
Value$205.6K
Filed 2026-10-30
LJI Wealth Management, LLC
NEW
Shares1,357
Change+1,357
Value$204.7K
Filed 2026-10-28
Crane Advisory, LLC
NEW
Shares1,352
Change+1,352
Value$231.3K
Filed 2026-10-13
Pioneer Family Office, LLC
INCREASED
Shares1,349 from 70
Change+1,279 (+1827%)
Value$203.6K (+$191.6K)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares1,344
Change+1,344
Value$225.3K
Filed 2026-10-13
Succession Financial, Inc.
INCREASED
Shares1,339 from 1,320
Change+19 (+1%)
Value$201.9K (-$23.6K)
Filed 2026-10-14
Alpha Wealth Funds, LLC
DECREASED
Shares1,337 from 1,385
Change-48 (-3%)
Value$201.6K (-$34.9K)
Filed 2026-11-05
Boston Standard Wealth Management, LLC
NEW
Shares1,334
Change+1,334
Value$201.2K
Filed 2026-10-07
Edge Wealth Management LLC
NEW
Shares1,333
Change+1,333
Value$201.9K
Filed 2026-10-13
Lpwm LLC
NEW
Shares1,329
Change+1,329
Value$200.5K
Filed 2026-10-20
Omnitrust Wealth Management, Inc
NEW
Shares1,328
Change+1,328
Value$200.3K
Filed 2026-11-02
Financial Advisory Corp
INCREASED
Shares1,328 from 1,277
Change+51 (+4%)
Value$200.3K (-$17.8K)
Filed 2026-10-14
Kellett Wealth Advisors, LLC
NEW
Shares1,326
Change+1,326
Value$200.1K
Filed 2026-10-15
Cooper S Advisors, LLC
NEW
Shares1,326
Change+1,326
Value$200.0K
Filed 2026-11-03
Capital Advisors, Ltd. LLC
INCREASED
Shares1,300 from 1,212
Change+88 (+7%)
Value$196 (-$11)
Filed 2026-10-27
IMG Wealth Management, Inc.
INCREASED
Shares1,286 from 212
Change+1,074 (+507%)
Value$194.0K (+$157.8K)
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares1,285 from 8,037
Change-6,752 (-84%)
Value$193.9K (-$1.2M)
Filed 2026-11-04
Berbice Capital Management LLC
INCREASED
Shares1,285 from 70
Change+1,215 (+1736%)
Value$193.9K (+$181.9K)
Filed 2026-10-13
Eastern Bank
NEW
Shares1,284
Change+1,284
Value$193.7K
Filed 2026-10-05
GHP Investment Advisors, Inc.
INCREASED
Shares1,251 from 943
Change+308 (+33%)
Value$188.7K (+$27.6K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,246 from 1,018
Change+228 (+22%)
Value$188.0K (+$14.0K)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares1,234 from 355
Change+879 (+248%)
Value$183.4K (+$122.7K)
Filed 2026-10-16
First United Bank & Trust
INCREASED
Shares1,195 from 60
Change+1,135 (+1892%)
Value$180.3K (+$170.0K)
Filed 2026-10-22
Burkett Financial Services, LLC
INCREASED
Shares1,171 from 411
Change+760 (+185%)
Value$176.7K (+$106.4K)
Filed 2026-10-01
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,169 from 361
Change+808 (+224%)
Value$176.4K (+$114.7K)
Filed 2026-10-30
Canton Hathaway, LLC
INCREASED
Shares1,150 from 1,010
Change+140 (+14%)
Value$173.5K (+$920)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares1,145 from 895
Change+250 (+28%)
Value$172.7K (+$19.8K)
Filed 2026-10-07
Albion Financial Group
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$165.2K (-$21.9K)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares1,048
Change+1,048
Value$158.2K
Filed 2026-11-02
Lodestone Wealth Management LLC
INCREASED
Shares1,046 from 183
Change+863 (+472%)
Value$157.9K (+$126.5K)
Filed 2026-10-14
NBH Bank
INCREASED
Shares1,034 from 356
Change+678 (+190%)
Value$156.0K (+$95.2K)
Filed 2026-11-05
Gen-Wealth Partners Inc
INCREASED
Shares1,026 from 567
Change+459 (+81%)
Value$154.8K (+$57.9K)
Filed 2026-11-04
Main Street Group, LTD
INCREASED
Shares1,025 from 380
Change+645 (+170%)
Value$154.6K (+$89.7K)
Filed 2026-10-28
GoalVest Advisory LLC
INCREASED
Shares1,018 from 87
Change+931 (+1070%)
Value$153.6K (+$138.7K)
Filed 2026-10-02
Axxion S.A.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$150.9K (-$20.0K)
Filed 2026-10-22
WPG Advisers, LLC
DECREASED
Shares966 from 1,046
Change-80 (-8%)
Value$145.7K (-$33.0K)
Filed 2026-10-27
American Capital Advisory, LLC
INCREASED
Shares964 from 381
Change+583 (+153%)
Value$145.4K (+$80.3K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares958 from 545
Change+413 (+76%)
Value$144.5K (+$51.4K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares939
Change+939
Value$141.7K
Filed 2026-10-27
Arlington Trust Co LLC
INCREASED
Shares922 from 190
Change+732 (+385%)
Value$139.1K (+$106.6K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares888 from 641
Change+247 (+39%)
Value$134.0K (+$24.4K)
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
DECREASED
Shares888 from 896
Change-8 (-1%)
Value$134.0K (-$19.1K)
Filed 2026-10-27
Wilkerson Advisory Group LLC
INCREASED
Shares872 from 682
Change+190 (+28%)
Value$131.6K (+$15.1K)
Filed 2026-10-20
Clearstead Trust, LLC
INCREASED
Shares860 from 594
Change+266 (+45%)
Value$129.7K (+$28.2K)
Filed 2026-11-06
Mizuho Securities Co. Ltd.
NEW
Shares840
Change+840
Value$126.7K
Filed 2026-11-04
Trust Co
INCREASED
Shares824 from 455
Change+369 (+81%)
Value$124.3K (+$46.6K)
Filed 2026-10-09
Hurley Capital, LLC
INCREASED
Shares824 from 718
Change+106 (+15%)
Value$124.3K (+$1.6K)
Filed 2026-11-05
Axiom Investment Management LLC
INCREASED
Shares819 from 19
Change+800 (+4211%)
Value$123.6K (+$120.3K)
Filed 2026-11-03
Adirondack Trust Co
INCREASED
Shares801 from 465
Change+336 (+72%)
Value$120.8K (+$41.4K)
Filed 2026-10-14
ACT Capital Partners, L.P.
NEW
Shares800
Change+800
Value$120.7K
Filed 2026-11-06
Reap Financial Group, LLC
INCREASED
Shares795 from 741
Change+54 (+7%)
Value$119.9K (-$6.7K)
Filed 2026-11-02
Richardson Capital Management LLC
INCREASED
Shares793 from 620
Change+173 (+28%)
Value$119.6K (+$13.7K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
INCREASED
Shares783 from 90
Change+693 (+770%)
Value$118.1K (+$102.7K)
Filed 2026-10-23
Columbia Asset Management
NEW
Shares776
Change+776
Value$117.1K
Filed 2026-10-19
Kings Path Partners LLC
NEW
Shares770
Change+770
Value$116.2K
Filed 2026-10-21
Peck Wealth Management, LLC
INCREASED
Shares755 from 455
Change+300 (+66%)
Value$113.9K (+$36.2K)
Filed 2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares750 from 700
Change+50 (+7%)
Value$113 (-$7)
Filed 2026-10-14
Capital CS Group, LLC
NEW
Shares740
Change+740
Value$111.6K
Filed 2026-10-29
Godsey & Gibb, Inc
INCREASED
Shares740 from 349
Change+391 (+112%)
Value$111.6K (+$52.0K)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares719 from 31
Change+688 (+2219%)
Value$108.5K (+$103.2K)
Filed 2026-10-02
Wolff Wiese Magana LLC
DECREASED
Shares714 from 785
Change-71 (-9%)
Value$107.7K (-$26.4K)
Filed 2026-10-15
West Paces Advisors Inc.
INCREASED
Shares711 from 56
Change+655 (+1170%)
Value$107.3K (+$97.7K)
Filed 2026-10-13
Pathway Financial Advisers, LLC
NEW
Shares708
Change+708
Value$106.8K
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares698 from 621
Change+77 (+12%)
Value$105.3K (-$804)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
INCREASED
Shares698 from 635
Change+63 (+10%)
Value$105.2K (-$3.2K)
Filed 2026-11-02
Asset Planning,Inc
INCREASED
Shares671 from 388
Change+283 (+73%)
Value$101.2K (+$34.9K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
INCREASED
Shares667 from 392
Change+275 (+70%)
Value$100.6K (+$33.6K)
Filed 2026-10-05
Asset Dedication, LLC
INCREASED
Shares647 from 301
Change+346 (+115%)
Value$97.7K (+$46.2K)
Filed 2026-11-03
Old Second National Bank of Aurora
NEW
Shares632
Change+632
Value$95.3K
Filed 2026-10-22
Tradewinds Capital Management, LLC
INCREASED
Shares630 from 67
Change+563 (+840%)
Value$95.0K (+$83.6K)
Filed 2026-10-23
Piscataqua Savings Bank
NEW
Shares625
Change+625
Value$94.3K
Filed 2026-10-21
Adkins Seale Capital Management LLC
INCREASED
Shares625 from 235
Change+390 (+166%)
Value$94.3K (+$54.1K)
Filed 2026-10-27
Raiffeisen Bank International AG
NEW
Shares622
Change+622
Value$92.8K
Filed 2026-10-28
Trellis Wealth Advisors LLC
NEW
Shares619
Change+619
Value$93.4K
Filed 2026-10-19
Bfsg, LLC
INCREASED
Shares616 from 271
Change+345 (+127%)
Value$92.9K (+$46.6K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
NEW
Shares613
Change+613
Value$92.5K
Filed 2026-10-07
Essential Partners LLC
NEW
Shares609
Change+609
Value$91.9K
Filed 2026-10-14
Vestor Capital, LLC
DECREASED
Shares600 from 1,000
Change-400 (-40%)
Value$299 (+$75)
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares598 from 69
Change+529 (+767%)
Value$86.0K (+$74.3K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
INCREASED
Shares594 from 385
Change+209 (+54%)
Value$89.6K (+$23.8K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$89.0K (-$11.8K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
INCREASED
Shares571 from 70
Change+501 (+716%)
Value$86.1K (+$74.2K)
Filed 2026-10-23
Atwood & Palmer Inc
INCREASED
Shares567 from 167
Change+400 (+240%)
Value$85.5K (+$57.0K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares557 from 367
Change+190 (+52%)
Value$84.0K (+$21.3K)
Filed 2026-10-05
Downshift Financial, LLC
INCREASED
Shares553 from 440
Change+113 (+26%)
Value$83.4K (+$8.3K)
Filed 2026-10-13
Mechanics Financial Corp
INCREASED
Shares550 from 50
Change+500 (+1000%)
Value$83.0K (+$74.4K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED
Shares550 from 410
Change+140 (+34%)
Value$83.0K (+$12.9K)
Filed 2026-11-02
Tompkins Financial Corp
NEW
Shares549
Change+549
Value$82.8K
Filed 2026-10-05
Coston, McIsaac & Partners
DECREASED
Shares543 from 1,522
Change-979 (-64%)
Value$81.9K (+$81.7K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares520 from 472
Change+48 (+10%)
Value$77.0K (+$2.6K)
Filed 2026-10-09
Monetary Solutions, Ltd
INCREASED
Shares512 from 511
Change+1 (+0%)
Value$77.2K (-$10.1K)
Filed 2026-10-22
Princeton Global Asset Management LLC
INCREASED
Shares511 from 79
Change+432 (+547%)
Value$77.1K (+$63.6K)
Filed 2026-10-21
Kentucky Trust Co
INCREASED
Shares510 from 20
Change+490 (+2450%)
Value$76.9K (+$73.5K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares507 from 467
Change+40 (+9%)
Value$76.5K (-$3.3K)
Filed 2026-11-02
Financial Perspectives, Inc
INCREASED
Shares506 from 200
Change+306 (+153%)
Value$76.3K (+$42.2K)
Filed 2026-11-03
Blueline Advisors LLC
INCREASED
Shares502 from 11
Change+491 (+4464%)
Value$75.7K (+$73.9K)
Filed 2026-10-15
First Bancorp, Inc
INCREASED
Shares496 from 94
Change+402 (+428%)
Value$74.8K (+$58.8K)
Filed 2026-10-26
IFS Advisors, LLC
DECREASED
Shares495 from 550
Change-55 (-10%)
Value$74.7K (-$19.3K)
Filed 2026-10-14
Oakworth Capital, Inc.
INCREASED
Shares483 from 410
Change+73 (+18%)
Value$72.9K (+$5.2K)
Filed 2026-10-26
Montag A & Associates Inc
INCREASED
Shares480 from 256
Change+224 (+88%)
Value$72.5K (+$28.7K)
Filed 2026-10-29
Western Pacific Wealth Management, LP
INCREASED
Shares464 from 230
Change+234 (+102%)
Value$70.0K (+$30.7K)
Filed 2026-10-16
Bank of New Hampshire
INCREASED
Shares450 from 400
Change+50 (+13%)
Value$67.9K (-$457)
Filed 2026-10-06
Southern Michigan Bank & Trust
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$67.9K (-$9.0K)
Filed 2026-10-19
New England Capital Financial Advisors LLC
INCREASED
Shares446 from 330
Change+116 (+35%)
Value$67.3K (+$10.9K)
Filed 2026-11-03
Clean Yield Group
NEW
Shares445
Change+445
Value$67.1K
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares440
Change+440
Value$66.4K
Filed 2026-10-13
High Point Wealth Management, LLC
NEW
Shares435
Change+435
Value$65.6K
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares435
Change+435
Value$66
Filed 2026-10-02
St. Johns Investment Management Company, LLC
INCREASED
Shares435 from 295
Change+140 (+47%)
Value$65.6K (+$15.2K)
Filed 2026-10-30
Spire Wealth Management
NEW
Shares432
Change+432
Value$65.2K
Filed 2026-10-30
Ares Financial Consulting, LLC
INCREASED
Shares431 from 410
Change+21 (+5%)
Value$65.0K (-$5.0K)
Filed 2026-10-19
Contravisory Investment Management, Inc.
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$64.6K (-$8.6K)
Filed 2026-10-13
PFS Partners, LLC
INCREASED
Shares418 from 235
Change+183 (+78%)
Value$63.1K (+$22.9K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares416 from 333
Change+83 (+25%)
Value$62.8K (+$5.9K)
Filed 2026-11-05
Hilltop National Bank
NEW
Shares413
Change+413
Value$62.3K
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares406 from 187
Change+219 (+117%)
Value$61.2K (+$29.3K)
Filed 2026-11-02
Putney Financial Group LLC
NEW
Shares400
Change+400
Value$60.3K
Filed 2026-10-30
Roxbury Financial LLC
NEW
Shares394
Change+394
Value$59.4K
Filed 2026-10-01
Holos Integrated Wealth LLC
INCREASED
Shares394 from 200
Change+194 (+97%)
Value$58.3K (+$28.4K)
Filed 2026-10-23
West Financial Advisors, LLC
INCREASED
Shares389 from 59
Change+330 (+559%)
Value$58.7K (+$48.6K)
Filed 2026-10-22
Financial Consulate, Inc
INCREASED
Shares384 from 206
Change+178 (+86%)
Value$57.9K (+$22.7K)
Filed 2026-10-23
MTM Investment Management, LLC
INCREASED
Shares369 from 69
Change+300 (+435%)
Value$55.7K (+$43.9K)
Filed 2026-10-30
United Financial Planning Group LLC
INCREASED
Shares369 from 297
Change+72 (+24%)
Value$55.6K (+$4.9K)
Filed 2026-11-04
KFG LLC
NEW
Shares366
Change+366
Value$55.2K
Filed 2026-11-02
City Holding Co
INCREASED
Shares362 from 277
Change+85 (+31%)
Value$54.6K (+$7.3K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares349 from 303
Change+46 (+15%)
Value$52.7K (+$955)
Filed 2026-10-20
Strategic Advocates LLC
INCREASED
Shares345 from 115
Change+230 (+200%)
Value$52.0K (+$32.4K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares340
Change+340
Value$51.3K
Filed 2026-11-06
Pilgrim Partners Asia Pte Ltd
NEW
Shares330
Change+330
Value$49.8K
Filed 2026-10-29
Barrett & Company, Inc.
INCREASED
Shares325 from 200
Change+125 (+63%)
Value$49.0K (+$14.9K)
Filed 2026-10-22
Legacy Bridge, LLC
NEW
Shares313
Change+313
Value$47.2K
Filed 2026-10-28
Centerpoint Advisors, LLC
NEW
Shares310
Change+310
Value$47
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares305 from 57
Change+248 (+435%)
Value$46 (+$37)
Filed 2026-11-04
Sfam, LLC
INCREASED
Shares305 from 266
Change+39 (+15%)
Value$46.0K (+$563)
Filed 2026-11-03
Hartford Financial Management Inc.
NEW
Shares300
Change+300
Value$45.3K
Filed 2026-10-21
Evermay Wealth Management LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$45.0K (-$6.0K)
Filed 2026-11-05
Byrne Asset Management LLC
INCREASED
Shares287 from 32
Change+255 (+797%)
Value$42.5K (+$37.0K)
Filed 2026-10-06
Legacies Wealth LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$43.3K (-$5.7K)
Filed 2026-11-02
John Boyer, Inc.
NEW
Shares285
Change+285
Value$43.0K
Filed 2026-10-27
Winthrop Capital Management, LLC
INCREASED
Shares274 from 50
Change+224 (+448%)
Value$41.3K (+$41.3K)
Filed 2026-11-05
Compass Wealth Management LLC
NEW
Shares272
Change+272
Value$41.0K
Filed 2026-10-22
Vima LLC
INCREASED
Shares271 from 147
Change+124 (+84%)
Value$40.9K (+$15.8K)
Filed 2026-10-23
First Pacific Financial
INCREASED
Shares265 from 58
Change+207 (+357%)
Value$40.0K (+$30.1K)
Filed 2026-10-14
Hara Capital LLC
NEW
Shares263
Change+263
Value$39.7K
Filed 2026-10-30
Vermillion Wealth Management, Inc.
DECREASED
Shares262 from 800
Change-538 (-67%)
Value$39.5K (-$97.2K)
Filed 2026-10-26
SRH Advisors, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$39.2K (-$5.2K)
Filed 2026-10-22
North Point Portfolio Managers Corp
NEW
Shares259
Change+259
Value$39.1K
Filed 2026-10-07
POM Investment Strategies, LLC
INCREASED
Shares257 from 230
Change+27 (+12%)
Value$38.8K (-$527)
Filed 2026-10-20
Prudent Man Investment Management, Inc.
NEW
Shares256
Change+256
Value$38.6K
Filed 2026-11-03
James T. Borello RIA
INCREASED
Shares246 from 174
Change+72 (+41%)
Value$37.1K (+$7.4K)
Filed 2026-10-16
Quaker Wealth Management, LLC
INCREASED
Shares242 from 8
Change+234 (+2925%)
Value$36.5K (+$35.1K)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
INCREASED
Shares238 from 112
Change+126 (+113%)
Value$35.9K (+$16.8K)
Filed 2026-10-21
Clark Wealth Partners
INCREASED
Shares234 from 77
Change+157 (+204%)
Value$35.3K (+$22.1K)
Filed 2026-10-19
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares224
Change+224
Value$33.8K
Filed 2026-10-07
Key Capital Management, Inc
INCREASED
Shares220 from 213
Change+7 (+3%)
Value$33.1K (-$3.2K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares217 from 145
Change+72 (+50%)
Value$32.7K (+$8.0K)
Filed 2026-10-26
Syntax Research, Inc.
INCREASED
Shares216 from 155
Change+61 (+39%)
Value$32.6K (+$6.1K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares214 from 64
Change+150 (+234%)
Value$32.3K (+$21.3K)
Filed 2026-11-05
Financially Speaking Inc
NEW
Shares207
Change+207
Value$31.2K
Filed 2026-11-05
Community Bank, N.A.
DECREASED
Shares205 from 225
Change-20 (-9%)
Value$30.9K (-$7.5K)
Filed 2026-11-06
Ameliora Wealth Management Ltd.
NEW
Shares202
Change+202
Value$30.5K
Filed 2026-10-23
Carota Wealth Management
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-10-14
Hickory Point Bank & Trust
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-10-01
Maryland Capital Advisors Inc.
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-10-15
Zeit Capital LLC
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-10-19
Global Trust Asset Management, LLC
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-10-19
Vision Financial Markets LLC
NEW
Shares200
Change+200
Value$30.2K
Filed 2026-10-22
NorthAvenue LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.2K (-$4.0K)
Filed 2026-10-29
Cdkv Holdings LLC
INCREASED
Shares199 from 179
Change+20 (+11%)
Value$30.0K (-$562)
Filed 2026-10-28
MV Capital Management, Inc.
INCREASED
Shares191 from 189
Change+2 (+1%)
Value$28.8K (-$3.5K)
Filed 2026-10-29
Marquette Asset Management, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$28.7K (-$3.8K)
Filed 2026-10-09
Morton Brown Family Wealth, LLC
DECREASED
Shares188 from 287
Change-99 (-34%)
Value$28.4K (-$20.7K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares170 from 20
Change+150 (+750%)
Value$25.6K (+$22.2K)
Filed 2026-10-28
Peterson Wealth Management
INCREASED
Shares169 from 111
Change+58 (+52%)
Value$25.5K (+$6.5K)
Filed 2026-11-06
Friedenthal Financial
INCREASED
Shares167 from 100
Change+67 (+67%)
Value$25.1K (+$8.1K)
Filed 2026-10-27
Decker Retirement Planning Inc.
INCREASED
Shares163 from 24
Change+139 (+579%)
Value$24.6K (+$20.5K)
Filed 2026-10-19
Country Trust Bank
NEW
Shares160
Change+160
Value$24.1K
Filed 2026-10-30
True Wealth Design, LLC
NEW
Shares158
Change+158
Value$23.8K
Filed 2026-10-13
DecisionPoint Financial, LLC
INCREASED
Shares157 from 151
Change+6 (+4%)
Value$23.2K (-$542)
Filed 2026-10-27
1620 Investment Advisors, Inc.
INCREASED
Shares155 from 115
Change+40 (+35%)
Value$23.4K (+$3.7K)
Filed 2026-11-04
Your Advocates Ltd., LLP
NEW
Shares154
Change+154
Value$23.2K
Filed 2026-11-03
Mascoma Wealth Management LLC
DECREASED
Shares150 from 175
Change-25 (-14%)
Value$22.6K (-$7.3K)
Filed 2026-10-23
Fairway Wealth LLC
INCREASED
Shares141 from 35
Change+106 (+303%)
Value$21.3K (+$15.3K)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$21.3K (-$2.8K)
Filed 2026-10-16
Davis Capital Management
INCREASED
Shares132 from 96
Change+36 (+38%)
Value$19.9K (+$3.5K)
Filed 2026-10-08
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$19.8K (-$2.6K)
Filed 2026-10-29
10Elms LLP
INCREASED
Shares128 from 103
Change+25 (+24%)
Value$19.3K (+$1.7K)
Filed 2026-11-06
First Community Trust NA
INCREASED
Shares126 from 34
Change+92 (+271%)
Value$19.0K (+$13.2K)
Filed 2026-10-07
IAG Wealth Partners, LLC
INCREASED
Shares115 from 92
Change+23 (+25%)
Value$17.3K (+$1.6K)
Filed 2026-11-06
Bear Mountain Capital, Inc.
NEW
Shares110
Change+110
Value$16.1K
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares109
Change+109
Value$16.4K
Filed 2026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$16.3K (-$2.2K)
Filed 2026-10-09
West Branch Capital LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$16.3K (-$2.2K)
Filed 2026-10-20
MH & Associates Securities Management Corp
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$16.3K (-$2.2K)
Filed 2026-10-30
Networth Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$15.9K (-$2.1K)
Filed 2026-11-03
Kozak & Associates, Inc.
NEW
Shares103
Change+103
Value$15.0K
Filed 2026-10-29
Farmers & Merchants Investments Inc
DECREASED
Shares102 from 200
Change-98 (-49%)
Value$15.4K (-$18.8K)
Filed 2026-10-22
McCarley & Cook Financial Planners
INCREASED
Shares101 from 1
Change+100 (+10000%)
Value$15.2K (+$15.1K)
Filed 2026-10-21
Cornerstone National Bank & Trust Co
NEW
Shares100
Change+100
Value$14.8K
Filed 2026-10-20
Tower Trust & Investment Co
NEW
Shares100
Change+100
Value$15.1K
Filed 2026-10-28
Community Financial Services Group, LLC
NEW
Shares100
Change+100
Value$14.8K
Filed 2026-10-15
Retirement Wealth Solutions LLC
INCREASED
Shares100 from 13
Change+87 (+669%)
Value$15.1K (+$12.9K)
Filed 2026-10-07
Caldwell Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.1K (-$2.0K)
Filed 2026-10-30
CGC Financial Services, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$14.5K (-$1.9K)
Filed 2026-10-13
Clayton Financial Group LLC
NEW
Shares94
Change+94
Value$14.2K
Filed 2026-10-13
Investors Research Corp
INCREASED
Shares94 from 35
Change+59 (+169%)
Value$14.2K (+$8.2K)
Filed 2026-10-07
Montgomery Financial Services LLC
INCREASED
Shares92 from 60
Change+32 (+53%)
Value$13.9K (+$3.6K)
Filed 2026-11-03
Beacon Capital Management, Inc.
INCREASED
Shares92 from 72
Change+20 (+28%)
Value$13.8K (+$1.6K)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
NEW
Shares90
Change+90
Value$13.6K
Filed 2026-11-02
Private Wealth Management Group, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$12.8K (-$1.7K)
Filed 2026-10-19
Reyes Financial Architecture, Inc.
INCREASED
Shares82 from 50
Change+32 (+64%)
Value$12.4K (+$3.8K)
Filed 2026-10-22
Advocate Investing Services LLC
INCREASED
Shares75 from 50
Change+25 (+50%)
Value$11.3K (+$2.8K)
Filed 2026-10-26
Essential Investment Partners LLC
INCREASED
Shares75 from 62
Change+13 (+21%)
Value$11.3K (+$722)
Filed 2026-10-27
Birchbrook, Inc.
INCREASED
Shares72 from 10
Change+62 (+620%)
Value$10.9K (+$9.2K)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares70 from 30
Change+40 (+133%)
Value$10.6K (+$5.4K)
Filed 2026-10-23
MB, Levis & Associates, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$10.6K (-$1.4K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares69 from 2,034
Change-1,965 (-97%)
Value$10 (-$338)
Filed 2026-10-30
Brown Shipley& Co Ltd
NEW
Shares67
Change+67
Value$10.1K
Filed 2026-10-09
Salomon & Ludwin, LLC
NEW
Shares64
Change+64
Value$9.7K
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares64
Change+64
Value$9.7K
Filed 2026-10-19
PayPay Securities Corp
DECREASED
Shares62 from 178
Change-116 (-65%)
Value$9.4K (-$21.1K)
Filed 2026-10-27
Fairman Group, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$9.4K (-$1.2K)
Filed 2026-10-26
Bangor Savings Bank
NEW
Shares60
Change+60
Value$9.1K
Filed 2026-10-06
Horizons Wealth Management
NEW
Shares55
Change+55
Value$8.3K
Filed 2026-10-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$8.3K (-$1.1K)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares52
Change+52
Value$8.3K
Filed 2026-10-26
First Financial Corp
NEW
Shares50
Change+50
Value$7.5K
Filed 2026-10-13
Northstar Asset Management Co
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$7.6K (+$2.1K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
NEW
Shares47
Change+47
Value$7.1K
Filed 2026-10-21
Horizon Financial Services, LLC
NEW
Shares45
Change+45
Value$6.8K
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares44
Change+44
Value$6.6K
Filed 2026-10-27
Duncker Streett & Co Inc
NEW
Shares36
Change+36
Value$5.4K
Filed 2026-10-27
Louisbourg Investments Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.3K (-$700)
Filed 2026-10-20
Redwood Park Advisors LLC
INCREASED
Shares34 from 20
Change+14 (+70%)
Value$5.1K (+$1.7K)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.7K (-$620)
Filed 2026-10-16
Thompson Investment Management, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.6K (-$480)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.6K (-$480)
Filed 2026-10-15
Access Investment Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.5K (-$460)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED
Shares21 from 2
Change+19 (+950%)
Value$6.2K (+$5.8K)
Filed 2026-10-19
Bank & Trust Co
NEW
Shares20
Change+20
Value$3.0K
Filed 2026-10-07
CFG Wealth Management Services, Inc.
NEW
Shares20
Change+20
Value$3.0K
Filed 2026-10-21
Schuylkill Financial LLC
NEW
Shares20
Change+20
Value$3.0K
Filed 2026-10-21
Sunrise Financial Services, LLC
NEW
Shares20
Change+20
Value$3.0K
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
DECREASED
Shares20 from 25
Change-5 (-20%)
Value$3.0K (-$1.3K)
Filed 2026-11-03
Horrell Capital Management, Inc.
DECREASED
Shares20 from 21
Change-1 (-5%)
Value$3.0K (-$571)
Filed 2026-10-08
Valued Wealth Advisors LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.0K (-$400)
Filed 2026-11-05
CKW Financial Group
INCREASED
Shares19 from 15
Change+4 (+27%)
Value$3 (+$1)
Filed 2026-10-29
Sawyer & Company, Inc
NEW
Shares18
Change+18
Value$2.7K
Filed 2026-10-21
Maseco LLP
NEW
Shares17
Change+17
Value$2.6K
Filed 2026-10-27
Chapman Financial Group, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.6K (-$340)
Filed 2026-10-26
Bare Financial Services, Inc
NEW
Shares15
Change+15
Value$2.3K
Filed 2026-11-04
Creative Capital Management Investments LLC
NEW
Shares15
Change+15
Value$2.3K
Filed 2026-10-28
Ulland Investment Advisors, LLC
NEW
Shares14
Change+14
Value$2
Filed 2026-10-13
Miller Global Investments, LLC
NEW
Shares14
Change+14
Value$2.1K
Filed 2026-10-02
Richardson Financial Services Inc.
DECREASED
Shares13 from 26
Change-13 (-50%)
Value$2.0K (-$2.5K)
Filed 2026-10-30
Navigoe, LLC
NEW
Shares11
Change+11
Value$1
Filed 2026-11-04
Union Savings Bank
NEW
Shares11
Change+11
Value$1.7K
Filed 2026-10-14
Birch Capital Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.7K (-$220)
Filed 2026-10-27
Robbins Farley
NEW
Shares10
Change+10
Value$1.5K
Filed 2026-10-21
Torren Management, LLC
NEW
Shares10
Change+10
Value$1.5K
Filed 2026-10-29
Peterson Wealth Services
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (-$200)
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (-$200)
Filed 2026-10-20
WestEnd Advisors, LLC
NEW
Shares9
Change+9
Value$1.4K
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares9 from 3
Change+6 (+200%)
Value$1.4K (+$845)
Filed 2026-10-29
Mainstream Capital Management LLC
NEW
Shares6
Change+6
Value$905
Filed 2026-10-23
Catherine Avery Investment Management LLC
NEW
Shares5
Change+5
Value$754
Filed 2026-10-14
University of Texas S AM Investment Management Co
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$754 (-$100)
Filed 2026-11-03
Luken Investment Analytics, LLC
NEW
Shares3
Change+3
Value$453
Filed 2026-11-06
Breakwater Investment Management
NEW
Shares3
Change+3
Value$453
Filed 2026-10-20
TLW Wealth Management, LLC
NEW
Shares1
Change+1
Value$151
Filed 2026-10-27
4Thought Financial Group Inc.
NEW
Shares1
Change+1
Value$91
Filed 2026-11-02
Eukles Asset Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$151 (-$20)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
CLOSED
Shares0 from 347,770
Change-347,770 (-100%)
Value$0 ($0)
Filed 2026-10-27
Virginia Retirement Systems ET Al
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-28
Jefferies Financial Group Inc.
CLOSED
Shares0 from 47,042
Change-47,042 (-100%)
Value$0 (-$8.0M)
Filed 2026-11-05
Nippon Life Global Investors Americas, Inc.
CLOSED
Shares0 from 44,360
Change-44,360 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-29
Dilation Capital Management LP
CLOSED
Shares0 from 41,100
Change-41,100 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-13
M & L Capital Management Ltd
CLOSED
Shares0 from 34,500
Change-34,500 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-26
Aberdeen Group plc
CLOSED
Shares0 from 25,308
Change-25,308 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-06
Consolidated Investment Group LLC
CLOSED
Shares0 from 23,901
Change-23,901 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 14,159
Change-14,159 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-04
REX Advisers, LLC
CLOSED
Shares0 from 11,800
Change-11,800 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-08
Natixis
CLOSED
Shares0 from 8,623
Change-8,623 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
CLOSED
Shares0 from 8,196
Change-8,196 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
October Effect Ltd
CLOSED
Shares0 from 6,475
Change-6,475 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
ABN Amro Investment Solutions
CLOSED
Shares0 from 4,165
Change-4,165 (-100%)
Value$0 (-$711.6K)
Filed 2026-10-21
FNY Investment Advisers, LLC
CLOSED
Shares0 from 4,161
Change-4,161 (-100%)
Value$0 (-$710)
Filed 2026-10-16
M&G Plc
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$697.7K)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3,942
Change-3,942 (-100%)
Value$0 (-$673.5K)
Filed 2026-10-29
Cannon Global Investment Management, LLC
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$444.2K)
Filed 2026-10-20
Mission Financial Group, LLC
CLOSED
Shares0 from 2,119
Change-2,119 (-100%)
Value$0 (-$362.1K)
Filed 2026-10-21
Cottage Street Advisors LLC
CLOSED
Shares0 from 1,865
Change-1,865 (-100%)
Value$0 (-$318.7K)
Filed 2026-10-19
Keystone Global Partners, LLC
CLOSED
Shares0 from 1,809
Change-1,809 (-100%)
Value$0 (-$309.1K)
Filed 2026-10-13
RAM Investment Partners, LLC
CLOSED
Shares0 from 1,646
Change-1,646 (-100%)
Value$0 (-$281.2K)
Filed 2026-10-21
CenterStar Asset Management, LLC
CLOSED
Shares0 from 1,525
Change-1,525 (-100%)
Value$0 (-$260.7K)
Filed 2026-10-09
Whalen Wealth Management Inc.
CLOSED
Shares0 from 1,498
Change-1,498 (-100%)
Value$0 (-$255.9K)
Filed 2026-10-08
Optivise Advisory Services LLC
CLOSED
Shares0 from 1,297
Change-1,297 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-19
Parsons Capital Management Inc
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-13
Fullerton Advisors, LLC
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-14
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,213
Change-1,213 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-30
D.B. Root & Company, LLC
CLOSED
Shares0 from 1,207
Change-1,207 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-04
Grey Ledge Advisors, LLC
CLOSED
Shares0 from 1,185
Change-1,185 (-100%)
Value$0 (-$202.5K)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$39.3K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-13
Levin Capital Strategies, L.P.
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$21.2K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$20.8K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-28
Islay Capital Management, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-02
Uptown Financial Advisors LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.9M (+$2.1M)
Filed 2026-10-29
Valor Management LLC
N/A
Shares— from 503,414,530
Change-503,414,530 (-100%)
Value—
FMR LLC
N/A
Shares— from 302,555,831
Change-302,555,831 (-100%)
Value—
VY Capital Management Co. Ltd.
N/A
Shares— from 271,811,500
Change-271,811,500 (-100%)
Value—
Public Investment Fund
N/A
Shares— from 154,146,835
Change-154,146,835 (-100%)
Value—
Bamco Inc
N/A
Shares— from 145,775,147
Change-145,775,147 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 126,042,232
Change-126,042,232 (-100%)
Value—
Nvidia Corp
N/A
Shares— from 122,764,805
Change-122,764,805 (-100%)
Value—
SC US (Ttgp), Ltd.
N/A
Shares— from 122,519,145
Change-122,519,145 (-100%)
Value—
Capricorn Investment Group LLC
N/A
Shares— from 120,801,820
Change-120,801,820 (-100%)
Value—
Darsana Capital Partners LP
N/A
Shares— from 101,461,915
Change-101,461,915 (-100%)
Value—
a16z Capital Management, L.L.C.
N/A
Shares— from 74,855,020
Change-74,855,020 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 51,397,806
Change-51,397,806 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 51,037,137
Change-51,037,137 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 50,676,250
Change-50,676,250 (-100%)
Value—
Alpha Wave Global, LP
N/A
Shares— from 31,246,965
Change-31,246,965 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 27,332,943
Change-27,332,943 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 26,556,713
Change-26,556,713 (-100%)
Value—
Founders Fund Growth II Management, LP
N/A
Shares— from 22,839,450
Change-22,839,450 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 19,167,305
Change-19,167,305 (-100%)
Value—
Thrive Capital Management, LLC
N/A
Shares— from 18,914,205
Change-18,914,205 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 18,561,780
Change-18,561,780 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 17,604,863
Change-17,604,863 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 16,981,350
Change-16,981,350 (-100%)
Value—
Glade Brook Capital Partners LLC
N/A
Shares— from 15,812,270
Change-15,812,270 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,563,576
Change-15,563,576 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 15,532,870
Change-15,532,870 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 14,957,447
Change-14,957,447 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,532,773
Change-13,532,773 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 12,935,100
Change-12,935,100 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 11,565,429
Change-11,565,429 (-100%)
Value—
StepStone Group LP
N/A
Shares— from 10,940,730
Change-10,940,730 (-100%)
Value—
State Street Corp
N/A
Shares— from 10,876,324
Change-10,876,324 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 10,709,016
Change-10,709,016 (-100%)
Value—
Tao Capital Management LP
N/A
Shares— from 10,644,340
Change-10,644,340 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 10,438,223
Change-10,438,223 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 10,225,389
Change-10,225,389 (-100%)
Value—
GCM Grosvenor Holdings, LLC
N/A
Shares— from 8,606,650
Change-8,606,650 (-100%)
Value—
Rizvi Traverse Management, LLC
N/A
Shares— from 8,036,060
Change-8,036,060 (-100%)
Value—
Dragoneer Investment Group, LLC
N/A
Shares— from 8,000,000
Change-8,000,000 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 8,000,000
Change-8,000,000 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 7,448,891
Change-7,448,891 (-100%)
Value—
Lightspeed Management Company, L.L.C.
N/A
Shares— from 7,300,055
Change-7,300,055 (-100%)
Value—
Norges Bank
N/A
Shares— from 7,277,285
Change-7,277,285 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 7,125,795
Change-7,125,795 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 7,062,255
Change-7,062,255 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,154,854
Change-6,154,854 (-100%)
Value—
Hrtg GPE, LLC
N/A
Shares— from 6,013,565
Change-6,013,565 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 5,779,419
Change-5,779,419 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 5,678,145
Change-5,678,145 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 5,656,200
Change-5,656,200 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,340,000
Change-5,340,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,129,884
Change-5,129,884 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 4,478,013
Change-4,478,013 (-100%)
Value—
8VC Opportunities GP II, LLC
N/A
Shares— from 4,473,655
Change-4,473,655 (-100%)
Value—
TPG GP A, LLC
N/A
Shares— from 4,300,035
Change-4,300,035 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,195,791
Change-4,195,791 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,859,467
Change-3,859,467 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,791,999
Change-3,791,999 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 3,750,000
Change-3,750,000 (-100%)
Value—
Capital World Investors
N/A
Shares— from 3,694,511
Change-3,694,511 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,643,266
Change-3,643,266 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,500,000
Change-3,500,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,444,426
Change-3,444,426 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,397,642
Change-3,397,642 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,337,684
Change-3,337,684 (-100%)
Value—
Advanced Micro Devices Inc
N/A
Shares— from 3,309,470
Change-3,309,470 (-100%)
Value—
XN LP
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,782,782
Change-2,782,782 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 2,276,744
Change-2,276,744 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,163,897
Change-2,163,897 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,127,228
Change-2,127,228 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 2,023,307
Change-2,023,307 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,988,875
Change-1,988,875 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 1,938,935
Change-1,938,935 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 1,776,485
Change-1,776,485 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,775,121
Change-1,775,121 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 1,770,000
Change-1,770,000 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,739,766
Change-1,739,766 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,697,909
Change-1,697,909 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,564,348
Change-1,564,348 (-100%)
Value—
M37 Management LP
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 1,496,980
Change-1,496,980 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,481,800
Change-1,481,800 (-100%)
Value—
8VC AI Fund I MM, LLC
N/A
Shares— from 1,429,300
Change-1,429,300 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,427,816
Change-1,427,816 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 1,417,000
Change-1,417,000 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,407,762
Change-1,407,762 (-100%)
Value—
Blue Owl Capital Holdings LP
N/A
Shares— from 1,398,815
Change-1,398,815 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,345,148
Change-1,345,148 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,338,368
Change-1,338,368 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,320,559
Change-1,320,559 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,319,021
Change-1,319,021 (-100%)
Value—
Goanna Capital Management LLC
N/A
Shares— from 1,273,870
Change-1,273,870 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,270,022
Change-1,270,022 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,226,693
Change-1,226,693 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 1,200,000
Change-1,200,000 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 1,173,925
Change-1,173,925 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,166,845
Change-1,166,845 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,162,768
Change-1,162,768 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,144,312
Change-1,144,312 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,110,000
Change-1,110,000 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,104,709
Change-1,104,709 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,085,386
Change-1,085,386 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,081,289
Change-1,081,289 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 1,078,800
Change-1,078,800 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,071,081
Change-1,071,081 (-100%)
Value—
Bond Capital Management, LP
N/A
Shares— from 1,057,120
Change-1,057,120 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,055,380
Change-1,055,380 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,053,331
Change-1,053,331 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,025,276
Change-1,025,276 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 965,705
Change-965,705 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 942,824
Change-942,824 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 923,727
Change-923,727 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 906,319
Change-906,319 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 874,732
Change-874,732 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 860,709
Change-860,709 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 847,514
Change-847,514 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 812,500
Change-812,500 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 802,182
Change-802,182 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 707,796
Change-707,796 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 691,638
Change-691,638 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 680,622
Change-680,622 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 661,570
Change-661,570 (-100%)
Value—
Cannae Holdings, Inc.
N/A
Shares— from 649,350
Change-649,350 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 614,962
Change-614,962 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 609,382
Change-609,382 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 597,711
Change-597,711 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 596,829
Change-596,829 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 591,289
Change-591,289 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 590,999
Change-590,999 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 589,723
Change-589,723 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 587,335
Change-587,335 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 584,662
Change-584,662 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 584,615
Change-584,615 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 545,821
Change-545,821 (-100%)
Value—
Cosmic Management, LLC
N/A
Shares— from 540,520
Change-540,520 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 536,040
Change-536,040 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 508,235
Change-508,235 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 506,250
Change-506,250 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 503,225
Change-503,225 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 472,717
Change-472,717 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 470,977
Change-470,977 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 470,422
Change-470,422 (-100%)
Value—
Aviva PLC
N/A
Shares— from 459,014
Change-459,014 (-100%)
Value—
Dnca Finance
N/A
Shares— from 429,031
Change-429,031 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 422,234
Change-422,234 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 418,239
Change-418,239 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 410,366
Change-410,366 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 404,138
Change-404,138 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 385,673
Change-385,673 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 375,000
Change-375,000 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 365,089
Change-365,089 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 365,088
Change-365,088 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 356,711
Change-356,711 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 353,764
Change-353,764 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 350,288
Change-350,288 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 333,112
Change-333,112 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 328,595
Change-328,595 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 306,924
Change-306,924 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 306,045
Change-306,045 (-100%)
Value—
Lykos Global Management, LP
N/A
Shares— from 301,373
Change-301,373 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 292,624
Change-292,624 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 275,231
Change-275,231 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 269,100
Change-269,100 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 265,841
Change-265,841 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 259,246
Change-259,246 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 258,235
Change-258,235 (-100%)
Value—
Greenoaks LLC
N/A
Shares— from 257,730
Change-257,730 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 254,222
Change-254,222 (-100%)
Value—
Diameter Capital Partners LP
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 247,676
Change-247,676 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 244,028
Change-244,028 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 237,874
Change-237,874 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 237,500
Change-237,500 (-100%)
Value—
CPV Partners, LLC
N/A
Shares— from 237,380
Change-237,380 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 235,260
Change-235,260 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 225,370
Change-225,370 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 217,077
Change-217,077 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 210,628
Change-210,628 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 208,700
Change-208,700 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 207,500
Change-207,500 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 207,477
Change-207,477 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 206,757
Change-206,757 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 202,677
Change-202,677 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 202,295
Change-202,295 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 201,942
Change-201,942 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 200,049
Change-200,049 (-100%)
Value—
Avala Global LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Bandera Partners LLC
N/A
Shares— from 198,920
Change-198,920 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 197,171
Change-197,171 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 195,316
Change-195,316 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 194,387
Change-194,387 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 185,000
Change-185,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 184,679
Change-184,679 (-100%)
Value—
Third Point LLCA
N/A
Shares— from 180,415
Change-180,415 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 172,311
Change-172,311 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 168,723
Change-168,723 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 159,470
Change-159,470 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 158,780
Change-158,780 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 152,517
Change-152,517 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 150,495
Change-150,495 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
PJT Investments Corp.
N/A
Shares— from 149,076
Change-149,076 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 146,600
Change-146,600 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 140,952
Change-140,952 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 140,014
Change-140,014 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 139,387
Change-139,387 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 136,900
Change-136,900 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 135,923
Change-135,923 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 132,926
Change-132,926 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 126,909
Change-126,909 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 126,807
Change-126,807 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 119,039
Change-119,039 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 115,085
Change-115,085 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 111,643
Change-111,643 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 101,200
Change-101,200 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,886
Change-99,886 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 98,311
Change-98,311 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 96,500
Change-96,500 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 92,222
Change-92,222 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 91,859
Change-91,859 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 87,833
Change-87,833 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 81,648
Change-81,648 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 79,637
Change-79,637 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 79,556
Change-79,556 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 79,403
Change-79,403 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 78,590
Change-78,590 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 78,582
Change-78,582 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 78,403
Change-78,403 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 76,201
Change-76,201 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 73,734
Change-73,734 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 73,503
Change-73,503 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 72,874
Change-72,874 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 72,864
Change-72,864 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 70,056
Change-70,056 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 69,470
Change-69,470 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 65,484
Change-65,484 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 63,862
Change-63,862 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 63,230
Change-63,230 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 62,455
Change-62,455 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 62,400
Change-62,400 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 59,525
Change-59,525 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 58,257
Change-58,257 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 58,114
Change-58,114 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 57,449
Change-57,449 (-100%)
Value—
Akuna Securities LLC
N/A
Shares— from 56,395
Change-56,395 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 53,865
Change-53,865 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 51,707
Change-51,707 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,198
Change-51,198 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 50,926
Change-50,926 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 50,586
Change-50,586 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 50,520
Change-50,520 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 49,863
Change-49,863 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 49,837
Change-49,837 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 49,366
Change-49,366 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 47,890
Change-47,890 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 47,525
Change-47,525 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 47,409
Change-47,409 (-100%)
Value—
Bracebridge Capital, LLC
N/A
Shares— from 46,345
Change-46,345 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 44,997
Change-44,997 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 44,238
Change-44,238 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 43,166
Change-43,166 (-100%)
Value—
&partners
N/A
Shares— from 42,621
Change-42,621 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
Dorsal Capital Management, LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 39,205
Change-39,205 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 39,012
Change-39,012 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 38,832
Change-38,832 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 38,333
Change-38,333 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,401
Change-37,401 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 37,196
Change-37,196 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 36,693
Change-36,693 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 36,123
Change-36,123 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 34,823
Change-34,823 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 34,580
Change-34,580 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 33,901
Change-33,901 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 33,412
Change-33,412 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 33,400
Change-33,400 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 32,759
Change-32,759 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 32,602
Change-32,602 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 32,235
Change-32,235 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 32,234
Change-32,234 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 32,146
Change-32,146 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 31,884
Change-31,884 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 31,263
Change-31,263 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 30,294
Change-30,294 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,847
Change-28,847 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 28,758
Change-28,758 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 28,362
Change-28,362 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,784
Change-27,784 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 27,605
Change-27,605 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 27,493
Change-27,493 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 27,422
Change-27,422 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,364
Change-27,364 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 27,336
Change-27,336 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 27,277
Change-27,277 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,715
Change-26,715 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 26,479
Change-26,479 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 26,458
Change-26,458 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 26,310
Change-26,310 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 25,466
Change-25,466 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,113
Change-25,113 (-100%)
Value—
Capital International LTD
N/A
Shares— from 24,902
Change-24,902 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,345
Change-24,345 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 23,564
Change-23,564 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 23,037
Change-23,037 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,977
Change-22,977 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 21,823
Change-21,823 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 21,220
Change-21,220 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,068
Change-21,068 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,977
Change-20,977 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,444
Change-20,444 (-100%)
Value—
Cramer Rosenthal Mcglynn LLC
N/A
Shares— from 20,333
Change-20,333 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 19,940
Change-19,940 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 19,880
Change-19,880 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 19,654
Change-19,654 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 19,437
Change-19,437 (-100%)
Value—
Golden Unicorn (BVI) Ltd
N/A
Shares— from 18,700
Change-18,700 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 18,488
Change-18,488 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 18,342
Change-18,342 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,153
Change-18,153 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 17,799
Change-17,799 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,231
Change-17,231 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 17,177
Change-17,177 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 17,127
Change-17,127 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 17,051
Change-17,051 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 17,027
Change-17,027 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 16,999
Change-16,999 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 16,986
Change-16,986 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,945
Change-16,945 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16,672
Change-16,672 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 16,248
Change-16,248 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 16,067
Change-16,067 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 15,954
Change-15,954 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 15,896
Change-15,896 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,812
Change-15,812 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
Stephens Inc
N/A
Shares— from 14,877
Change-14,877 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 14,474
Change-14,474 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 14,198
Change-14,198 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 14,068
Change-14,068 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 14,029
Change-14,029 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,978
Change-13,978 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,833
Change-13,833 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 13,790
Change-13,790 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
FIL Ltd
N/A
Shares— from 13,437
Change-13,437 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,009
Change-13,009 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,961
Change-12,961 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,890
Change-12,890 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 12,510
Change-12,510 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,229
Change-12,229 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,159
Change-12,159 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,995
Change-11,995 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 11,597
Change-11,597 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 11,280
Change-11,280 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 11,111
Change-11,111 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 11,051
Change-11,051 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,841
Change-10,841 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,668
Change-10,668 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 10,045
Change-10,045 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Potrero Capital Research LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 9,776
Change-9,776 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 9,107
Change-9,107 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,852
Change-8,852 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,614
Change-8,614 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 8,555
Change-8,555 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 8,263
Change-8,263 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 8,120
Change-8,120 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,004
Change-8,004 (-100%)
Value—
Fort Baker Capital Management LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 7,812
Change-7,812 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 7,117
Change-7,117 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,008
Change-7,008 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,259
Change-6,259 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
United Bank
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Feynman Point Asset Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Stilwell Value LLCA
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ripple Effect Asset Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,751
Change-4,751 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
JAT Capital Mgmt LP
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,678
Change-3,678 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Man Group plc
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,457
Change-3,457 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Caxton Corp
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Nitorum Capital, L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 983
Change-983 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 932
Change-932 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 807
Change-807 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 807
Change-807 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 771
Change-771 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 725
Change-725 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 720
Change-720 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 658
Change-658 (-100%)
Value—
Centennial Bank
N/A
Shares— from 642
Change-642 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 626
Change-626 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 603
Change-603 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 557
Change-557 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 553
Change-553 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 550
Change-550 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 539
Change-539 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 504
Change-504 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 501
Change-501 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 464
Change-464 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 426
Change-426 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 403
Change-403 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 369
Change-369 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 365
Change-365 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 350
Change-350 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 343
Change-343 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 280
Change-280 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 266
Change-266 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 242
Change-242 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 215
Change-215 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 190
Change-190 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 185
Change-185 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 180
Change-180 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 149
Change-149 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 143
Change-143 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
NCP Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 81
Change-81 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 80
Change-80 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 66
Change-66 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 54
Change-54 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 10
Change-10 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Quarry LP
N/A
Shares— from 3
Change-3 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Alphabet Inc.
INCREASED555,043,560551,189,500+3,854,060+1%$94.2B$83.7B-$10.4B2026-11-06
Gigafund Management Company, LLC
DECREASED125,922,259171,826,745-45,904,486-27%$29.4B$19.0B-$10.4B2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED28,000,41926,056,048+1,944,371+7%$4.5B$4.2B-$227.8M2026-11-03
K5 Global Advisor LLC
DECREASED26,673,19138,595,800-11,922,609-31%$6.6B$4.0B-$2.6B2026-10-20
Geode Capital Management, LLC
INCREASED22,266,49513,529,026+8,737,469+65%$2.3B$3.4B+$1.0B2026-11-06
Temasek Holdings (Private) Ltd
DECREASED7,686,3399,831,945-2,145,606-22%$1.7B$1.2B-$520.3M2026-10-28
Regents of the University of California
INCREASED6,189,2186,000,000+189,218+3%$1.0B$933.7M-$91.5M2026-10-26
Sumitomo Mitsui Trust Group, Inc.
INCREASED4,352,6602,273,875+2,078,785+91%$388.5M$656.6M+$268.1M2026-10-29
ProShare Advisors LLC
NEW4,144,774—+4,144,774——$625.3M—2026-10-29
Bank of New York Mellon Corp
INCREASED4,143,6351,185,114+2,958,521+250%$202.5M$625.1M+$422.6M2026-11-05
Barclays PLC
INCREASED4,052,714871,597+3,181,117+365%$148.9M$611.4M+$462.5M2026-11-06
Swedbank AB
INCREASED3,806,9823,561,427+245,555+7%$608.5M$574.3M-$34.2M2026-10-27
Amundi
INCREASED3,597,282451,771+3,145,511+696%$77.2M$542.7M+$465.5M2026-11-06
First Trust Capital Management L.P.
NEW3,533,950—+3,533,950——$533.1M—2026-11-06
LPL Financial LLC
INCREASED3,338,0111,749,218+1,588,793+91%$298.9M$503.6M+$204.7M2026-11-06
Citigroup Inc
INCREASED2,976,470265,214+2,711,256+1022%$45.3M$449.0M+$403.7M2026-11-04
Deutsche Bank Ag\
INCREASED2,725,3981,331,910+1,393,488+105%$227.6M$411.2M+$183.6M2026-11-06
Liberty Street Advisors, Inc.
INCREASED2,451,6692,451,220+449+0%$418.8M$369.9M-$49.0M2026-11-05
Cypress Point Wealth Management, LLC
NEW2,419,547—+2,419,547——$365.0M—2026-11-03
Pinegrove Venture Partners, LLC
NEW2,208,845—+2,208,845——$333.2M—2026-11-06
Hyperion Asset Management Ltd
INCREASED1,798,9191,177,203+621,716+53%$201.1M$271.4M+$70.2M2026-10-20
Daiwa Securities Group Inc.
INCREASED1,468,817600,670+868,147+145%$102.6M$221.6M+$119.0M2026-10-29
RIT Capital Partners PLC
DECREASED1,326,0031,634,820-308,817-19%$279.0M$200.1M-$78.9M2026-11-05
Neos Investment Management LLC
NEW1,280,566—+1,280,566——$193.2M—2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,241,642670,324+571,318+85%$114.5M$187.3M+$72.8M2026-11-05
WT Asset Management Ltd
INCREASED1,048,355761,964+286,391+38%$130.2M$158.2M+$28.0M2026-10-28
Laurion Capital Management LP
INCREASED1,015,9894,677+1,011,312+21623%$799.1K$153.3M+$152.5M2026-10-30
AGF Management LTD
NEW953,681—+953,681——$143.9M—2026-11-03
Creative Planning
INCREASED946,151156,696+789,455+504%$26.8M$142.7M+$116.0M2026-11-02
Choreo, LLC
INCREASED914,89111,724+903,167+7704%$2.0M$138.0M+$136.0M2026-10-28
GF Fund Management Co. Ltd.
INCREASED901,27976,009+825,270+1086%$13.0M$136.0M+$123.0M2026-10-26
Krilogy Financial LLC
INCREASED800,9996,117+794,882+12995%$1.0M$130.9M+$129.9M2026-10-13
Russell Investments Group, Ltd.
INCREASED791,492517,923+273,569+53%$88.4M$119.4M+$31.0M2026-11-06
Schear Investment Advisers, LLC
NEW765,649—+765,649——$115.5M—2026-10-14
Tempo Wealth, LLC
NEW765,649—+765,649——$115.5M—2026-10-14
Harel Insurance Investments & Financial Services Ltd.
NEW753,000—+753,000——$113.6K—2026-11-02
CIBC Asset Management Inc
INCREASED738,9878,634+730,353+8459%$1.5M$111.5M+$110.0M2026-11-05
Chicago Capital, LLC
INCREASED726,7614,194+722,567+17229%$716.6K$109.6M+$108.9M2026-10-13
State of Michigan Retirement System
NEW689,800—+689,800——$104.1M—2026-10-27
Halter Ferguson Financial Inc.
INCREASED658,5872,047+656,540+32073%$349.8K$99.4M+$99.0M2026-10-21
Thrivent Financial for Lutherans
INCREASED644,40219,875+624,527+3142%$3.4K$97.2K+$93.8K2026-11-05
Commonwealth Equity Services, LLC
INCREASED618,257238,120+380,137+160%$40.7M$93.3M+$52.6M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED569,201260,155+309,046+119%$44.5K$85.9K+$41.4K2026-11-02
William Blair Investment Management, LLC
INCREASED566,406349,477+216,929+62%$59.7M$85.4M+$25.7M2026-11-06
Tema Etfs LLC
INCREASED563,977187,502+376,475+201%$32.0M$85.1M+$53.0M2026-10-16
iA Global Asset Management Inc.
INCREASED525,33024,355+500,975+2057%$4.2K$79.3K+$75.1K2026-10-29
Zevenbergen Capital Investments LLC
INCREASED516,01697,664+418,352+428%$16.7M$77.8M+$61.2M2026-10-08
Lunate Capital Ltd
NEW488,938—+488,938——$73.8M—2026-11-05
Steadview Capital Management LLC
INCREASED467,79047,665+420,125+881%$8.1M$70.6M+$62.4M2026-10-28
Amplius Wealth Advisors, LLC
NEW453,659—+453,659——$68.4M—2026-10-20
Pictet Asset Management Holding SA
INCREASED436,484159,115+277,369+174%$27.2M$65.8M+$38.7M2026-11-03
Rakuten Investment Management, Inc.
INCREASED418,67231,120+387,552+1245%$5.1M$62.5M+$57.4M2026-10-30
Citizens Financial Group Inc
INCREASED382,5095,153+377,356+7323%$880.4K$57.7M+$56.8M2026-10-23
Locust Wood Capital Advisers, LLC
NEW341,150—+341,150——$51.5M—2026-11-03
Prospera Financial Services Inc
INCREASED339,55128,007+311,544+1112%$4.8M$45.7M+$41.0M2026-11-04
Three Bridge Wealth Advisors, LLC
NEW332,287—+332,287——$50.1M—2026-11-05
Artemis Wealth Advisors, LLC
NEW324,520—+324,520——$49.0M—2026-11-05
Lido Advisors, LLC
INCREASED316,00720,790+295,217+1420%$3.6M$47.7M+$44.1M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED293,508117,442+176,066+150%$16.8M$46.4M+$29.6M2026-10-13
Robeco Institutional Asset Management B.V.
INCREASED292,557175,892+116,665+66%$30.1M$44.1M+$14.1M2026-10-20
Profund Advisors LLC
NEW273,453—+273,453——$41.3M—2026-10-29
Yarbrough Capital, LLC
NEW271,832—+271,832——$41.0M—2026-10-19
Clearstead Advisors, LLC
INCREASED271,796104,827+166,969+159%$17.9M$41.0M+$23.1M2026-11-06
Louisiana State Employees Retirement System
NEW270,400—+270,400——$40.8M—2026-10-20
Baker Avenue Asset Management, LP
INCREASED269,1949,121+260,073+2851%$1.6M$40.6M+$39.1M2026-11-06
LBP AM SA
DECREASED257,550288,381-30,831-11%$49.3M$38.9M-$10.4M2026-11-06
APS Management Group, Inc.
NEW253,706—+253,706——$38.3M—2026-10-14
Privium Fund Management B.V.
INCREASED250,00040,000+210,000+525%$6.8M$37.7M+$30.9M2026-11-03
Asset Management One Co., Ltd.
INCREASED237,768194,995+42,773+22%$33.3M$35.9M+$2.6M2026-10-27
Cisco Systems, Inc.
UNCHANGED237,375237,37500%$40.6M$35.8M-$4.7M2026-10-15
Mass General Brigham, Inc
NEW234,140—+234,140——$35.3M—2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED231,8202,263+229,557+10144%$386.7K$35.0M+$34.6M2026-10-19
Kestra Advisory Services, LLC
INCREASED224,520101,747+122,773+121%$17.4M$33.9M+$16.5M2026-11-02
Parcion Private Wealth LLC
NEW218,942—+218,942——$33.0M—2026-10-28
Truist Financial Corp
INCREASED217,912107,184+110,728+103%$18.3M$32.9M+$14.6M2026-10-30
SBI Securities Co., Ltd.
INCREASED212,684153,569+59,115+38%$26.2M$32.1M+$5.8M2026-10-22
Two Seas Capital LP
UNCHANGED208,890208,89000%$35.7M$31.5M-$4.2M2026-10-06
Southern Farm Bureau Life Insurance
NEW200,910—+200,910——$30.3K—2026-10-15
State of New Jersey Common Pension Fund D
INCREASED196,698169,250+27,448+16%$28.9M$29.7M+$755.8K2026-11-05
MacKenzie Financial Corp
INCREASED194,22543,663+150,562+345%$7.5M$29.3M+$21.8M2026-11-02
Caitong International Asset Management Co., Ltd
NEW190,265—+190,265——$28.7M—2026-10-29
Fifth Third Bancorp
INCREASED186,29836,560+149,738+410%$6.2M$28.1M+$21.9M2026-11-05
Vise Technologies, Inc.
INCREASED184,37310,250+174,123+1699%$1.8M$27.8M+$26.1M2026-10-29
Oppenheimer & Co Inc
INCREASED175,97752,529+123,448+235%$9.0M$26.5M+$17.6M2026-10-26
Private Capital Advisors, Inc.
INCREASED175,210130,673+44,537+34%$22.3M$26.4M+$4.1M2026-10-06
Arizona State Retirement System
INCREASED168,161141,570+26,591+19%$24.2M$25.4M+$1.2M2026-11-03
SEB Asset Management AB
INCREASED166,18965,609+100,580+153%$11.2M$25.1M+$13.9M2026-11-04
Root Financial Partners, LLC
INCREASED164,5193,307+161,212+4875%$565.0K$24.8M+$24.3M2026-10-21
D'Orazio & Associates, Inc.
NEW163,740—+163,740——$24.7M—2026-11-04
Y-Intercept (Hong Kong) Ltd
DECREASED162,449248,379-85,930-35%$42.4M$24.5M-$17.9M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED160,08150,410+109,671+218%$8.6M$24.1M+$15.5M2026-10-16
Nykredit A/S
INCREASED159,7505,867+153,883+2623%$1.0M$24.1M+$23.1M2026-11-06
Div Capital Phoenix Assets Ltd
NEW157,469—+157,469——$23.8M—2026-10-20
DE Burlo Group Inc
NEW153,610—+153,610——$23.2M—2026-11-05
AMI Investment Management Inc
NEW151,194—+151,194——$22.8M—2026-10-27
SteelPeak Wealth, LLC
INCREASED149,7003,738+145,962+3905%$638.6K$22.6M+$21.9M2026-10-16
China Universal Asset Management Co., Ltd.
NEW146,457—+146,457——$21.9M—2026-10-28
Indivisible Partners
NEW142,107—+142,107——$21.4M—2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED140,67121,029+119,642+569%$3.6M$21.2M+$17.6M2026-10-23
IFM Investors Pty Ltd
INCREASED139,838113,539+26,299+23%$19.4M$21.1M+$1.7M2026-10-14
GC Wealth Management RIA, LLC
NEW136,923—+136,923——$20.7M—2026-11-02
Rubicon Global Capital Ltd
UNCHANGED135,135135,13500%$23.1M$20.4M-$2.7M2026-10-28
Strategic Planning Group, LLC
INCREASED134,500104,759+29,741+28%$17.9M$20.3M+$2.4M2026-10-22
Xponance LLC
INCREASED133,141114,259+18,882+17%$19.5M$20.1M+$563.4K2026-11-03
PKO Investment Management Joint-Stock Co
INCREASED130,00010,000+120,000+1200%$1.7M$19.6M+$17.9M2026-10-19
Artemis Investment Management LLP
NEW128,494—+128,494——$19.4M—2026-10-08
Wedmont Private Capital
NEW128,368—+128,368——$20.6M—2026-10-09
HUB Investment Partners, LLC
INCREASED126,3058,083+118,222+1463%$1.4M$19.1M+$17.7M2026-11-03
Certuity, LLC
INCREASED123,7381,890+121,848+6447%$322.9K$18.7M+$18.3M2026-11-02
Cache Advisors, LLC
NEW123,069—+123,069——$18.6M—2026-10-16
Titleist Asset Management, LLC
NEW120,959—+120,959——$18.2M—2026-10-08
KTF Investments, LLC
INCREASED119,57937,420+82,159+220%$6.4M$18.0M+$11.6M2026-10-23
Exchange Traded Concepts, LLC
INCREASED119,262112,354+6,908+6%$19.2M$18.0M-$1.2M2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED116,47461,973+54,501+88%$10.5M$17.6M+$7.0M2026-11-05
Kestra Private Wealth Services, LLC
INCREASED113,37229,120+84,252+289%$5.0M$17.1M+$12.1M2026-11-06
Brighton Jones LLC
INCREASED112,4585,843+106,615+1825%$998.4K$17.0M+$16.0M2026-11-03
PNC Financial Services Group, Inc.
INCREASED112,19648,233+63,963+133%$8.2M$16.9M+$8.7M2026-11-06
Assenagon Asset Management S.A.
INCREASED110,74514,643+96,102+656%$2.5M$16.7M+$14.2M2026-10-15
Vanderbilt University
NEW110,538—+110,538——$16.7M—2026-11-02
D.A. Davidson & Co.
INCREASED110,30165,167+45,134+69%$11.1M$16.6M+$5.5M2026-10-28
CenterBook Partners LP
DECREASED109,105120,871-11,766-10%$20.7M$16.5M-$4.2M2026-11-02
Chicago Partners Investment Group LLC
INCREASED107,63110,280+97,351+947%$1.2M$15.9M+$14.7M2026-10-27
Nightview Capital, LLC
INCREASED106,06935,298+70,771+201%$6.0M$16.0M+$10.0M2026-10-20
Oriental Harbor Investment Master Fund
NEW105,488—+105,488——$15.9M—2026-10-22
J.W. Cole Advisors, Inc.
INCREASED103,62551,494+52,131+101%$8.8M$15.6M+$6.8M2026-11-05
TD Waterhouse Canada Inc.
INCREASED101,34945,101+56,248+125%$7.1M$15.0M+$7.9M2026-10-16
Strs Ohio
INCREASED101,12197,137+3,984+4%$16.6M$15.3M-$1.3M2026-10-30
Generate Investment Management Ltd
INCREASED100,1299,107+91,022+999%$1.6M$15.1M+$13.6M2026-10-14
Signaturefd, LLC
INCREASED98,6015,563+93,038+1672%$950.3K$14.9M+$13.9M2026-10-23
Private Advisory Group LLC
INCREASED95,2925,810+89,482+1540%$992.7K$14.4M+$13.4M2026-11-06
Destiny Wealth Partners, LLC
INCREASED94,9404,282+90,658+2117%$464.0K$12.9M+$12.5M2026-11-05
Renaissance Capital LLC
NEW94,699—+94,699——$14.3M—2026-10-23
Cordoba Advisory Partners LLC
INCREASED93,00592,985+20+0%$15.9M$14.0M-$1.9M2026-10-19
Brookstone Capital Management
INCREASED92,13181,472+10,659+13%$13.9M$13.9M-$21.5K2026-10-22
OP Asset Management Ltd
NEW92,055—+92,055——$13.9M—2026-11-05
Menlo Ventures Management, L.P.
NEW91,515—+91,515——$13.8M—2026-11-06
Independent Financial Group, LLC
INCREASED90,61633,710+56,906+169%$5.8M$13.7M+$7.9M2026-10-13
US Bancorp \de\
INCREASED90,57749,855+40,722+82%$8.5M$13.7M+$5.1M2026-11-05
Savant Capital, LLC
INCREASED88,12012,162+75,958+625%$1.9M$13.3M+$11.4M2026-11-06
LaFleur & Godfrey LLC
NEW87,488—+87,488——$13.2M—2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED86,55756,107+30,450+54%$9.6M$13.1M+$3.5M2026-10-20
Cullen T Bankers, Inc.
INCREASED86,18839,122+47,066+120%$6.7M$13.0M+$6.3M2026-10-28
IFP Advisors, Inc
INCREASED84,89052,736+32,154+61%$9.0M$12.8M+$3.8M2026-10-16
Apollon Wealth Management, LLC
INCREASED84,57941,869+42,710+102%$7.2M$12.8M+$5.6M2026-10-23
Teamwork Financial Advisors, LLC
INCREASED84,50746,982+37,525+80%$8.0M$12.7M+$4.7M2026-10-19
Royal Fund Management, LLC
INCREASED84,46428,142+56,322+200%$4.8M$12.7M+$7.9M2026-10-22
Inscription Capital, LLC
INCREASED84,4598,387+76,072+907%$1.4M$12.7M+$11.3M2026-11-02
Williams & Novak Wealth Management, LLC
NEW81,700—+81,700——$12.3M—2026-10-09
Wedbush Securities Inc
INCREASED81,55729,813+51,744+174%$5.1K$12.3K+$7.2K2026-10-22
AMI Asset Management Corp
DECREASED81,51893,435-11,917-13%$16.0M$12.3M-$3.7M2026-10-20
RIA Advisory Group LLC
INCREASED77,83248,416+29,416+61%$8.3M$11.7M+$3.5M2026-10-15
Assetmark, Inc
INCREASED73,41344,972+28,441+63%$7.7M$11.1M+$3.4M2026-10-21
Moody Lynn Lieberson & Walker, LLC
NEW72,576—+72,576——$10.9M—2026-10-14
King Luther Capital Management Corp
INCREASED72,38450,584+21,800+43%$8.6M$10.9M+$2.3M2026-11-05
Vontobel Holding Ltd.
INCREASED71,54135,118+36,423+104%$6.0M$10.8M+$4.8M2026-10-16
HB Wealth Management, LLC
NEW70,889—+70,889——$10.7M—2026-10-23
Icici Prudential Asset Management Co Ltd
NEW70,008—+70,008——$10.6M—2026-11-06
Sageworth Trust Co
INCREASED69,7923,086+66,706+2162%$527.3K$10.5M+$10.0M2026-10-30
StoneX Group Inc.
INCREASED69,73842,929+26,809+62%$7.3M$9.0M+$1.7M2026-11-03
TB Alternative Assets Ltd.
NEW69,100—+69,100——$10.4M—2026-10-16
Spear Advisors LLC
NEW68,920—+68,920——$10.4M—2026-10-27
Swiss Life Asset Management Ltd
INCREASED67,98158,113+9,868+17%$9.9M$10.3M+$326.4K2026-11-03
Merit Financial Group, LLC
INCREASED65,83629,992+35,844+120%$5.1M$9.9M+$4.8M2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED63,30854,212+9,096+17%$9.3M$9.6M+$288.0K2026-10-20
Xcel Wealth Management, LLC
INCREASED63,30629,302+34,004+116%$5.0M$9.6M+$4.5M2026-10-26
Gradient Investments LLC
NEW63,267—+63,267——$9.5M—2026-10-08
Munich Reinsurance Co Stock Corp in Munich
NEW63,178—+63,178——$9.5M—2026-10-30
Fideuram Asset Management (Ireland) dac
NEW62,705—+62,705——$8.9M—2026-10-29
Deltec Asset Management LLC
NEW62,487—+62,487——$9.4M—2026-10-26
Farther Finance Advisors, LLC
NEW61,977—+61,977——$9.3M—2026-10-08
San Luis Wealth Advisors LLC
INCREASED60,2267,303+52,923+725%$1.2M$9.1M+$7.8M2026-10-27
Sage Rhino Capital LLC
NEW59,954—+59,954——$9.0M—2026-10-28
Symphony Financial, Ltd. Co.
INCREASED59,16724,553+34,614+141%$4.1M$8.9M+$4.9M2026-10-22
Nadler Financial Group, Inc.
INCREASED58,7592,319+56,440+2434%$396.2K$8.9M+$8.5M2026-10-23
Canvas Wealth Advisors, LLC
INCREASED58,69915,204+43,495+286%$2.6M$8.4M+$5.8M2026-11-02
JAG Capital Management, LLC
INCREASED58,58951,974+6,615+13%$8.9M$8.8M-$41.5K2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED57,7598,904+48,855+549%$1.5M$8.7M+$7.2M2026-10-16
Glynn Capital Management LLC
NEW57,600—+57,600——$8.7M—2026-10-07
CWA Asset Management Group, LLC
INCREASED56,58518,944+37,641+199%$3.2M$8.5M+$5.3M2026-10-19
MGO One Seven LLC
INCREASED56,54627,785+28,761+104%$4.7M$8.5M+$3.8M2026-10-28
Mezzasalma Advisors, LLC
INCREASED56,10418,314+37,790+206%$3.1M$8.5M+$5.3M2026-10-14
Oppenheimer Asset Management Inc.
INCREASED55,71550,749+4,966+10%$8.7M$8.4M-$265.8K2026-10-27
UMB Bank, n.a.
NEW55,185—+55,185——$8.3M—2026-11-06
KBC Group NV
INCREASED55,09442,893+12,201+28%$7.3K$8.3K+$9822026-10-22
Activest Wealth Management
INCREASED54,7611,640+53,121+3239%$280.2K$8.3M+$8.0M2026-10-15
Meridian Wealth Management, LLC
INCREASED54,64427,475+27,169+99%$4.7M$8.2M+$3.5M2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED54,1708,185+45,985+562%$1.4M$8.2M+$6.8M2026-10-08
Sovran Advisors, LLC
INCREASED53,9545,411+48,543+897%$629.9K$7.8M+$7.1M2026-11-02
Endowment Wealth Management, Inc.
NEW52,490—+52,490——$7.9M—2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED52,098103,526-51,428-50%$16.3M$7.7M-$8.6M2026-11-04
Sage Mountain Advisors LLC
NEW51,351—+51,351——$7.7M—2026-11-02
Chickasaw Capital Management LLC
NEW50,351—+50,351——$7.6M—2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED50,3372,852+47,485+1665%$487.4K$7.6M+$7.1M2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED50,2651,578+48,687+3085%$269.6K$7.6M+$7.3M2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED49,63457,241-7,607-13%$9.8M$7.5M-$2.3M2026-11-03
Tounjian Advisory Partners, LLC
INCREASED48,63428,478+20,156+71%$4.9M$7.3M+$2.5M2026-11-04
Lavelle Capital LP
NEW48,607—+48,607——$7.3M—2026-11-03
Diversify Advisory Services, LLC
INCREASED48,47736,185+12,292+34%$4.1M$7.2M+$3.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED48,47736,185+12,292+34%$4.1M$7.2M+$3.1M2026-10-20
Park Avenue Securities LLC
INCREASED47,72915,467+32,262+209%$2.6K$7.2K+$4.6K2026-10-26
Heck Capital Advisors, LLC
INCREASED47,12922,051+25,078+114%$3.8M$7.1M+$3.3M2026-10-14
North Capital, Inc.
NEW46,830—+46,830——$7.3M—2026-10-16
Daymark Wealth Partners, LLC
INCREASED46,33321,319+25,014+117%$3.6M$7.0M+$3.3M2026-11-04
Forbes J M & Co LLP
INCREASED46,03016,405+29,625+181%$2.8M$6.9M+$4.1M2026-10-16
WealthPlan Investment Management, LLC
INCREASED45,94116,258+29,683+183%$2.8M$6.9M+$4.2M2026-10-15
Cornerstone Partners Capital Management, LLC
NEW45,623—+45,623——$6.9M—2026-11-04
Kimelman & Baird, LLC
INCREASED45,380100+45,280+45280%$17.1K$6.8M+$6.8M2026-11-03
CoreCap Advisors, LLC
NEW45,369—+45,369——$6.8M—2026-10-08
J. Safra Sarasin Holding AG
DECREASED44,85160,125-15,274-25%$10.3M$6.8M-$3.5M2026-10-26
Soltis Investment Advisors LLC
INCREASED44,6226,065+38,557+636%$1.0M$6.7M+$5.7M2026-10-28
Woodward Diversified Capital, LLC
INCREASED44,4244,175+40,249+964%$713.3K$6.7M+$6.0M2026-10-21
Legacy Wealth Management, LLC / MS
NEW44,137—+44,137——$6.7M—2026-10-30
Almanack Investment Partners, Llc.
INCREASED43,1679,972+33,195+333%$1.7M$6.5M+$4.8M2026-11-03
Venture Visionary Partners LLC
INCREASED42,8164,982+37,834+759%$851.2K$6.5M+$5.6M2026-10-07
Principle Wealth Partners LLC
INCREASED42,49922,016+20,483+93%$3.8M$6.4M+$2.6M2026-11-02
Amalgamated Bank
INCREASED42,42436,876+5,548+15%$6.3K$6.4K+$992026-10-23
Global X Japan Co., Ltd.
INCREASED42,29020,864+21,426+103%$3.6M$6.4M+$2.8M2026-10-21
International Assets Investment Management, LLC
INCREASED42,05410,177+31,877+313%$1.6M$6.2M+$4.6M2026-11-02
Archon Partners LLC
NEW42,000—+42,000——$6.3M—2026-10-26
Compagnie Lombard Odier SCmA
INCREASED41,812705+41,107+5831%$120.5K$6.3M+$6.2M2026-11-04
Lexington Hill Partners, LLC
NEW41,741—+41,741——$6.3M—2026-10-13
ICG Advisors, LLC
NEW41,512—+41,512——$6.3M—2026-10-20
Kessler Investment Group, LLC
NEW41,165—+41,165——$6.2M—2026-10-08
BNC Wealth Management, LLC
INCREASED40,6985,282+35,416+671%$902.5K$6.1M+$5.2M2026-10-19
Foundry Financial LLC
NEW40,521—+40,521——$6.1M—2026-10-16
Level Four Advisory Services, LLC
INCREASED40,32510,086+30,239+300%$1.7M$6.1M+$4.4M2026-11-06
Fund Resources Investment Holding Group Co Ltd
INCREASED40,00020,000+20,000+100%$3.4M$6.0M+$2.6M2026-11-03
Dynamic Advisor Solutions LLC
INCREASED39,91419,802+20,112+102%$3.4M$6.0M+$2.6M2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED39,8597,121+32,738+460%$1.2M$6.0M+$4.8M2026-10-27
Csenge Advisory Group
INCREASED39,5464,311+35,235+817%$736.5K$6.0M+$5.2M2026-11-04
Sowell Financial Services LLC
NEW39,480—+39,480——$6.0M—2026-10-23
Valeo Financial Advisors, LLC
INCREASED39,37310,404+28,969+278%$1.8M$5.9M+$4.2M2026-10-08
Axxcess Wealth Management, LLC
INCREASED39,33922,012+17,327+79%$3.4M$5.9M+$2.5M2026-10-21
Falcon Wealth Planning
INCREASED38,8202,935+35,885+1223%$501.5K$5.9M+$5.4M2026-11-06
Udine Wealth Management, Inc.
INCREASED38,50516,743+21,762+130%$2.9M$5.8M+$2.9M2026-10-23
Summit Securities Group LLC
NEW38,356—+38,356——$5.8M—2026-11-05
Madden Securities Corp
INCREASED38,35322,836+15,517+68%$3.9M$5.8M+$1.9M2026-10-27
Hourglass Capital, LLC
NEW38,307—+38,307——$5.8M—2026-10-26
Candriam S.C.A.
INCREASED38,01633,403+4,613+14%$5.7M$5.8M+$54.3K2026-11-03
VestGen Advisors, LLC
INCREASED37,8559,820+28,035+285%$1.7M$5.7M+$4.0M2026-10-27
Maryland State Retirement & Pension System
INCREASED37,38928,782+8,607+30%$4.9M$5.6M+$722.8K2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
NEW37,327—+37,327——$5.6M—2026-10-29
Straight Path Wealth Management
NEW37,013—+37,013——$5.6M—2026-10-23
Laurel Wealth Advisors LLC
INCREASED36,9952,074+34,921+1684%$354.4K$5.6M+$5.2M2026-10-27
Channing Capital Management, LLC
NEW36,943—+36,943——$5.6M—2026-11-02
Sierra Summit Advisors LLC
INCREASED36,85236,450+402+1%$6.2M$5.6M-$668.4K2026-10-28
Davenport & Co LLC
NEW36,546—+36,546——$5.5M—2026-10-14
Archer Investment Management, LLC
NEW36,445—+36,445——$5.5M—2026-10-13
Quadrant Private Wealth Management, LLC
NEW35,692—+35,692——$5.4M—2026-11-04
RWQ Financial Management Services, Inc.
INCREASED35,1009,375+25,725+274%$1.6M$5.3M+$3.7M2026-10-19
Gallagher Capital Advisors, LLC
INCREASED34,8231,646+33,177+2016%$281.2K$5.3M+$5.0M2026-10-09
Sigma Planning Corp
INCREASED34,67021,255+13,415+63%$3.6M$5.2M+$1.6M2026-10-23
BigSur Wealth Management LLC
INCREASED34,4002,100+32,300+1538%$358.8K$5.2M+$4.8M2026-10-13
AlphaCore Capital LLC
INCREASED34,3324,565+29,767+652%$780.0K$5.2M+$4.4M2026-11-04
Sage Capital Management, LLC
NEW33,502—+33,502——$5.1M—2026-10-20
Blue Trust, Inc.
INCREASED33,50016,390+17,110+104%$2.8M$5.1M+$2.3M2026-10-15
Fisher Asset Management, LLC
INCREASED33,2781,308+31,970+2444%$223.5K$5.0M+$4.8M2026-11-06
CX Institutional
NEW33,155—+33,155——$5.0K—2026-10-02
Rakuten Securities, Inc.
NEW32,951—+32,951——$5.0M—2026-11-02
Draper Asset Management, LLC
INCREASED32,79530,495+2,300+8%$5.2M$4.9M-$263.0K2026-10-09
OAK Ridge Investments LLC
DECREASED32,76434,518-1,754-5%$5.9M$4.9M-$955.0K2026-10-30
KPP Advisory Services LLC
INCREASED32,28431,860+424+1%$5.4M$4.9M-$573.2K2026-10-26
GFS Advisors, LLC
INCREASED31,34328,965+2,378+8%$20.1K$4.7M+$4.7M2026-11-03
Parkshore Wealth Management, Inc.
NEW30,660—+30,660——$4.6M—2026-10-13
Convergence Financial, LLC
INCREASED30,28526,740+3,545+13%$4.6M$4.6M+$142026-10-27
Ag2r LA Mondiale Gestion D'actifs
NEW30,213—+30,213——$4.6M—2026-10-26
Mainsail Asset Management, LLC
NEW30,120—+30,120——$5.2M—2026-10-14
Regions Financial Corp
NEW29,832—+29,832——$4.5M—2026-11-05
Signature Resources Capital Management, LLC
INCREASED29,827438+29,389+6710%$74.8K$4.5M+$4.4M2026-10-16
NTV Asset Management LLC
NEW29,772—+29,772——$4.5M—2026-10-23
J. Derek Lewis & Associates Inc.
NEW29,046—+29,046——$4.4M—2026-11-03
Segment Wealth Management, LLC
NEW29,025—+29,025——$4.4M—2026-10-26
Blue Sky Capital Consultants Group, Inc.
DECREASED28,84830,456-1,608-5%$5.2M$4.4M-$851.7K2026-10-13
Stevens Capital Partners
INCREASED28,82115,347+13,474+88%$2.6M$4.3M+$1.7M2026-10-29
Purewater Capital LLC
NEW28,594—+28,594——$4.3M—2026-10-23
Moors & Cabot, Inc.
INCREASED28,43218,993+9,439+50%$3.2M$4.3M+$1.0M2026-11-06
Keybank National Association
INCREASED28,31913,218+15,101+114%$2.3M$4.3M+$2.0M2026-11-04
Security National Bank
NEW28,141—+28,141——$4.2M—2026-10-26
Empire Life Investments Inc.
NEW28,024—+28,024——$4.2M—2026-11-06
Perigon Wealth Management, LLC
INCREASED27,6229,721+17,901+184%$1.7M$4.2M+$2.5M2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED27,6154,913+22,702+462%$806.7K$4.2M+$3.4M2026-10-13
Mountain Hill Investment Partners Corp.
INCREASED27,465600+26,865+4478%$102.5K$4.1M+$4.0M2026-10-23
Regent Peak Wealth Advisors LLC
NEW27,174—+27,174——$4.1M—2026-10-13
Owl Creek Wealth Partners LLC
INCREASED27,095682+26,413+3873%$116.5K$4.1M+$4.0M2026-10-20
Wealth Management Partners, LLC
INCREASED26,96211,407+15,555+136%$1.9M$4.1M+$2.1M2026-10-21
Third View Private Wealth, LLC
INCREASED26,76012,931+13,829+107%$2.2M$4.0M+$1.8M2026-10-30
Crumly & Associates Inc.
INCREASED26,6693,541+23,128+653%$605.0K$4.0M+$3.4M2026-10-07
Advisor OS, LLC
INCREASED26,4011,482+24,919+1681%$253.2K$4.0M+$3.7M2026-11-03
Larson Financial Group LLC
INCREASED26,07018,359+7,711+42%$3.1M$3.9M+$796.0K2026-11-05
Alps Advisors Inc
INCREASED25,9146,191+19,723+319%$1.1M$3.9M+$2.9M2026-11-03
Serenity Investment Advisors
DECREASED25,66228,807-3,145-11%$3.9M$3.9M+$11.2K2026-10-30
Compound Planning, Inc.
INCREASED25,6225,171+20,451+395%$883.6K$3.9M+$3.0M2026-11-05
Dutch Asset Corp
NEW25,601—+25,601——$3.9M—2026-10-20
Uptick Partners, LLC
INCREASED25,4133,237+22,176+685%$553.1K$3.8M+$3.3M2026-11-04
Atria Investments, Inc
INCREASED25,35717,578+7,779+44%$3.0M$3.8M+$822.0K2026-10-15
Anderson Hoagland & Co
NEW25,128—+25,128——$3.6M—2026-10-23
Covenant Asset Management, LLC
NEW24,851—+24,851——$3.7M—2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED24,81217,000+7,812+46%$2.9M$3.7M+$838.5K2026-10-26
Investment House LLC
NEW24,777—+24,777——$3.7M—2026-10-21
AM Investment Strategies LLC
INCREASED24,5832,180+22,403+1028%$372$3.7K+$3.3K2026-11-05
Rebalance, LLC
NEW24,271—+24,271——$3.7M—2026-10-22
Triad Wealth Partners, LLC
INCREASED24,20018,603+5,597+30%$2.1M$3.7M+$1.5M2026-10-26
J.Safra Asset Management Corp
INCREASED23,94722,107+1,840+8%$3.8M$3.6M-$164.6K2026-11-03
Synergy Asset Management, LLC
INCREASED23,8535,083+18,770+369%$868.5K$3.6M+$2.7M2026-11-05
Ariston Services Group
INCREASED23,69613,075+10,621+81%$2.2M$3.6M+$1.3M2026-10-16
Wealthcare Advisory Partners LLC
INCREASED23,6229,577+14,045+147%$1.6M$3.6M+$1.9M2026-10-21
Sapient Capital LLC
NEW23,473—+23,473——$3.5M—2026-10-08
Miramontes Capital, LLC
INCREASED23,3804,602+18,778+408%$786.3K$3.5M+$2.7M2026-10-19
GSG Advisors LLC
NEW23,267—+23,267——$3.5M—2026-11-03
KFG Wealth Management, LLC
INCREASED23,1812,091+21,090+1009%$357.2K$3.5M+$3.1M2026-10-16
Kercheville Advisors, LLC
INCREASED23,0108,890+14,120+159%$1.5M$3.5M+$2.0M2026-10-19
Clearwater Capital Advisors, LLC
NEW22,841—+22,841——$3.4M—2026-11-06
Achmea Investment Management B.V.
NEW22,785—+22,785——$3.4M—2026-10-30
Americana Partners, LLC
INCREASED22,6554,309+18,346+426%$736.2K$3.4M+$2.7M2026-10-28
Aljian Capital Management, LLC
INCREASED22,5988,207+14,391+175%$1.4M$3.4M+$2.0M2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
INCREASED22,55915,520+7,039+45%$2.7K$3.4K+$7512026-10-22
Interchange Capital Partners, LLC
NEW22,557—+22,557——$3.4M—2026-10-28
Altiora Financial Group, LLC
INCREASED22,5372,594+19,943+769%$443.2K$3.4M+$3.0M2026-11-04
Werba Rubin Papier Wealth Management
INCREASED22,5321,257+21,275+1693%$214.8K$3.4M+$3.2M2026-11-06
Cornerstone Advisory, LLC
INCREASED22,4932,777+19,716+710%$474.5K$3.4M+$2.9M2026-11-06
Sanders Morris Harris LLC
NEW22,448—+22,448——$3.3M—2026-10-14
Truxt Investmentos Ltda.
NEW22,400—+22,400——$3.4M—2026-11-03
Castle Rock Wealth Management, LLC
INCREASED22,35714,661+7,696+52%$2.3M$3.8M+$1.5M2026-10-09
Sloy Dahl & Holst, LLC
INCREASED22,2416,868+15,373+224%$1.2M$3.4M+$2.2M2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED22,0877,335+14,752+201%$1.3M$3.3M+$2.1M2026-10-16
Shah Wealth Advisors, LLC
NEW22,025—+22,025——$3.3M—2026-11-06
McAlister, Sweet & Associates, Inc.
INCREASED22,01121,419+592+3%$3.7M$3.3M-$339.1K2026-10-07
Focus Financial Network, Inc.
INCREASED21,9427,830+14,112+180%$1.3M$3.3M+$2.0M2026-10-14
HBK Sorce Advisory LLC
INCREASED21,80412,319+9,485+77%$1.3M$2.7M+$1.4M2026-11-06
Integrity Alliance, Llc.
INCREASED21,79810,093+11,705+116%$1.7M$3.3M+$1.6M2026-10-29
Carolina Wealth Management Inc
NEW21,791—+21,791——$3.3M—2026-10-29
Meitav Investment House LTD
NEW21,737—+21,737——$3.3M—2026-10-28
Verus Capital Partners, LLC
INCREASED21,7376,281+15,456+246%$1.1M$3.3M+$2.2M2026-11-03
Cornerstone Wealth Management, LLC
INCREASED21,54012,302+9,238+75%$2.1M$3.2M+$1.1M2026-11-04
EverSource Wealth Advisors, LLC
INCREASED21,3857,496+13,889+185%$1.3M$3.2M+$1.9M2026-11-04
Weaver Consulting Group
NEW21,295—+21,295——$3.2M—2026-10-07
Asset Planning Services Inc
DECREASED21,24021,430-190-1%$3.7K$3.2K-$4582026-10-15
Mission Wealth Management, LP
INCREASED21,04911,672+9,377+80%$2.0M$3.2M+$1.2M2026-10-15
Simon Quick Advisors, LLC
INCREASED21,0065,247+15,759+300%$896.5K$3.2M+$2.3M2026-10-26
Flagship Harbor Advisors, LLC
INCREASED20,59115,567+5,024+32%$2.7M$3.1M+$446.6K2026-10-26
O'Domhnaill Enterprises, Inc.
INCREASED20,4409,574+10,866+113%$1.6M$3.1M+$1.4M2026-10-29
Westwood Wealth Management
INCREASED20,43512,040+8,395+70%$2.1M$3.1M+$1.0M2026-10-29
Cromwell Holdings LLC
NEW20,144—+20,144——$3.0M—2026-10-28
Guardian Partners Inc.
INCREASED20,11811,075+9,043+82%$1.9M$3.0M+$1.1M2026-10-21
Regatta Capital Group, LLC
INCREASED20,00717,637+2,370+13%$3.0M$3.0M+$4.7K2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED20,0055,404+14,601+270%$923.3K$3.0M+$2.1M2026-10-21
Canal Insurance Co
NEW20,000—+20,000——$3.0K—2026-10-20
Arrow Capital Pty Ltd
DECREASED20,00025,000-5,000-20%$4.3M$3.0M-$1.3M2026-11-06
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED20,00020,00000%$3.4M$3.0M-$400.0K2026-10-30
Adamsbrown Wealth Consultants LLC
INCREASED19,8362,651+17,185+648%$453.0K$3.0M+$2.5M2026-10-20
Mandatum Life Insurance Co Ltd
NEW19,631—+19,631——$3.0M—2026-11-06
Hohimer Wealth Management, LLC
INCREASED19,59613,429+6,167+46%$2.3M$3.0M+$661.8K2026-11-04
Avior Wealth Management, LLC
NEW19,452—+19,452——$2.9M—2026-10-13
Simplicity Wealth,LLC
INCREASED19,3506,411+12,939+202%$1.1M$2.9M+$1.8M2026-10-23
TigerOak Management, L.L.C.
INCREASED19,2619,511+9,750+103%$1.6M$2.9M+$1.3M2026-10-23
CPC Advisors, LLC
INCREASED19,03215,388+3,644+24%$2.6M$2.9M+$242.0K2026-10-21
Magnus Financial Group LLC
INCREASED18,8362,499+16,337+654%$427.0K$2.8M+$2.4M2026-10-21
Sage Capital Advisors,llc
DECREASED18,80319,043-240-1%$3.3M$2.8M-$417.1K2026-10-13
McKinley Carter Wealth Services, Inc.
NEW18,576—+18,576——$2.8M—2026-10-16
KMG Fiduciary Partners, LLC
NEW18,564—+18,564——$2.8M—2026-10-14
Allworth Financial LP
INCREASED18,51915,000+3,519+23%$2.6M$3.2M+$601.3K2026-11-06
CMG Global Holdings, LLC
NEW18,517—+18,517——$2.8M—2026-10-14
Connecticut Wealth Management, LLC
INCREASED18,47218,159+313+2%$3.1M$2.8M-$316.0K2026-10-13
Procyon Advisors, LLC
NEW18,459—+18,459——$2.8M—2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
NEW18,378—+18,378——$2.8M—2026-10-28
Ascentis Independent Advisors
INCREASED18,202168+18,034+10735%$28.7K$2.7M+$2.7M2026-11-03
WT Wealth Management
INCREASED17,6811,381+16,300+1180%$236.0K$2.7M+$2.4M2026-10-13
Mirabaud & Cie SA
NEW17,546—+17,546——$2.6M—2026-10-27
GenTrust, LLC
INCREASED17,5261,659+15,867+956%$283.5K$2.6M+$2.4M2026-11-06
Del-Sette Capital Management, LLC
NEW17,509—+17,509——$2.6M—2026-10-23
Jeppson Wealth Management, LLC
NEW17,277—+17,277——$2.6M—2026-10-20
Jackson Square Capital, LLC
NEW17,268—+17,268——$2.6M—2026-10-19
Nfsg Corp
INCREASED17,1899,747+7,442+76%$1.7M$2.6M+$927.8K2026-10-15
North Dakota State Investment Board
NEW17,052—+17,052——$2.6M—2026-10-27
MSH Capital Advisors LLC
INCREASED16,8883,890+12,998+334%$664.7K$2.5M+$1.9M2026-11-03
Galvin, Gaustad & Stein, LLC
NEW16,843—+16,843——$2.5M—2026-10-08
Verity Asset Management, Inc.
INCREASED16,7368,391+8,345+99%$1.4M$2.5M+$1.1M2026-10-30
M Holdings Securities, Inc.
NEW16,514—+16,514——$2.4K—2026-11-03
RHL Group, LLC
NEW16,334—+16,334——$2.5M—2026-11-04
Harbor Investment Advisory, LLC
NEW16,330—+16,330——$2.5M—2026-10-13
Integrated Advisors Network LLC
INCREASED16,32810,187+6,141+60%$1.7M$2.5M+$722.7K2026-10-20
Juncture Wealth Strategies, LLC
INCREASED16,3002,671+13,629+510%$456.4K$2.5M+$2.0M2026-10-06
Colonial River Investments, LLC
INCREASED16,2775,061+11,216+222%$864.7K$2.5M+$1.6M2026-10-19
Valen Private Capital, LLC
NEW16,269—+16,269——$2.5M—2026-10-23
Shariaportfolio, Inc.
NEW16,208—+16,208——$2.4M—2026-10-20
First Citizens Bank & Trust Co
INCREASED15,9851,670+14,315+857%$285.3K$2.4M+$2.1M2026-10-14
Clear Wave Wealth Management LLC
INCREASED15,90510,393+5,512+53%$1.8M$2.4M+$623.7K2026-11-04
Victory Financial Group, LLC
INCREASED15,7166,002+9,714+162%$1.0M$2.4M+$1.3M2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED15,68710,823+4,864+45%$1.5M$2.3M+$848.3K2026-10-21
25 LLC
INCREASED15,6676,026+9,641+160%$1.0M$2.4M+$1.3M2026-10-13
Ascentis Wealth Management, LLC
INCREASED15,6548,467+7,187+85%$1.4M$2.4M+$914.9K2026-11-03
Cullen Investment Group, Ltd.
NEW15,611—+15,611——$2.6M—2026-10-13
Gateway Investment Advisers LLC
INCREASED15,5762,100+13,476+642%$358.8K$2.3M+$2.0M2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED15,5451,330+14,215+1069%$227.2K$2.3M+$2.1M2026-11-05
Clear Creek Financial Management, LLC
INCREASED15,5286,930+8,598+124%$1.2M$2.3M+$1.2M2026-10-28
Balboa Wealth Partners
INCREASED15,4203,232+12,188+377%$552.2K$2.3M+$1.8M2026-10-20
SAX Wealth Advisors, LLC
NEW15,368—+15,368——$2.3M—2026-10-13
Pension & Wealth Management Advisors, Inc.
NEW15,331—+15,331——$2.3M—2026-10-16
AdvisorNet Financial, Inc
INCREASED15,3281,645+13,683+832%$281.1K$2.3M+$2.1M2026-10-15
Horizon Wealth Management, LLC
INCREASED15,28614,950+336+2%$2.6M$2.3M-$248.3K2026-11-02
First American Bank
NEW15,129—+15,129——$2.3M—2026-10-27
Evergreen Capital Management LLC
INCREASED15,1294,565+10,564+231%$780.1K$2.3M+$1.5M2026-10-23
Keeler Thomas Management LLC
NEW14,989—+14,989——$2.3M—2026-10-29
Compass Financial Management LLC
INCREASED14,8899,552+5,337+56%$1.2M$2.2M+$1.0M2026-10-30
Traynor Capital Management, Inc.
INCREASED14,8865,440+9,446+174%$929.5K$2.2M+$1.3M2026-10-29
MFG Wealth Management, Inc.
NEW14,870—+14,870——$2.2M—2026-10-09
Abound Wealth Management
INCREASED14,8452,049+12,796+625%$350.1K$2.2M+$1.9M2026-10-26
Claro Advisors Inc.
INCREASED14,7346,274+8,460+135%$1.1M$2.2M+$1.2M2026-11-02
Watershed Private Wealth LLC
NEW14,698—+14,698——$2.2M—2026-10-30
Financial Management Network Inc
INCREASED14,6797,869+6,810+87%$975.7K$2.3M+$1.4M2026-10-09
Sherry Group, Inc.
INCREASED14,64913,844+805+6%$2.3M$2.2M-$63.1K2026-10-09
Elyxium Wealth, LLC
DECREASED14,610202,910-188,300-93%$34.7M$2.2M-$32.5M2026-10-27
Cordatus Wealth Management LLC
NEW14,513—+14,513——$2.2M—2026-10-19
Capital Investment Advisors, LLC
INCREASED14,4458,278+6,167+75%$1.4M$2.2M+$764.8K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED14,4022,672+11,730+439%$456.5K$2.2M+$1.7M2026-11-03
IPG Investment Advisors LLC
INCREASED14,31311,561+2,752+24%$2.0M$2.2M+$183.9K2026-10-30
Surience Private Wealth LLC
NEW14,244—+14,244——$2.1M—2026-10-16
Private Wealth Partners, LLC
NEW14,084—+14,084——$2.1M—2026-10-22
Jacobi Capital Management LLC
INCREASED14,0828,325+5,757+69%$1.4M$2.1M+$702.0K2026-11-05
Bernicke Wealth Management, Ltd.
NEW14,060—+14,060——$2.1M—2026-11-06
Catalyst Private Wealth, LLC
NEW14,040—+14,040——$2.1M—2026-10-13
Cherry Creek Investment Advisors, Inc.
NEW14,016—+14,016——$2.1M—2026-10-14
Iowa State Bank
NEW14,013—+14,013——$2.1M—2026-10-06
Signal Advisors Wealth, LLC
INCREASED14,0069,422+4,584+49%$1.6M$2.1M+$503.0K2026-10-13
Crystal Rock Capital Management
INCREASED14,0009,000+5,000+56%$1.5M$2.1M+$574.3K2026-10-28
Sterling Capital Management LLC
INCREASED13,93912,943+996+8%$2.2M$2.1M-$108.6K2026-10-22
Hartmann Taylor Wealth Management, LLC
NEW13,886—+13,886——$2.1M—2026-10-14
Golden State Wealth Management, LLC
INCREASED13,8866,632+7,254+109%$1.1M$2.1M+$961.7K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED13,85228+13,824+49371%$4.8K$2.1M+$2.1M2026-10-30
Nikulski Financial, Inc.
NEW13,811—+13,811——$2.1M—2026-11-06
Washington Trust Advisors, Inc.
INCREASED13,788252+13,536+5371%$43.1K$2.1M+$2.0M2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED13,7508,287+5,463+66%$1.4M$2.1M+$658.4K2026-10-19
Nicholas Wealth, Llc.
INCREASED13,7342,972+10,762+362%$507.8K$2.1M+$1.6M2026-10-26
LEE Danner & Bass Inc
DECREASED13,72313,868-145-1%$2.4M$2.1M-$299.2K2026-10-27
Woodard & Co Asset Management Group Inc
INCREASED13,69112,249+1,442+12%$2.1M$2.1M-$27.5K2026-11-03
Maia Wealth LLC
NEW13,503—+13,503——$2.0M—2026-10-19
Versant Capital Management, Inc
NEW13,397—+13,397——$2.0M—2026-10-02
Howard Capital Management, LLC
INCREASED13,24413,188+56+0%$2.3M$2.0M-$255.3K2026-10-16
Wealth Effects LLC
INCREASED13,1917,166+6,025+84%$1.2M$2.0M+$765.6K2026-10-23
Portside Wealth Group, LLC
INCREASED13,1689,300+3,868+42%$1.6M$2.0M+$397.5K2026-10-20
Koshinski Asset Management, Inc.
INCREASED13,0884,493+8,595+191%$767.7K$2.0M+$1.2M2026-10-29
Banta Asset Management LP
NEW13,015—+13,015——$2.0M—2026-11-02
Cooper Financial Group
INCREASED12,9645,561+7,403+133%$950.2K$2.0M+$1.0M2026-10-07
Parallel Advisors, LLC
INCREASED12,9242,822+10,102+358%$482.2K$1.9M+$1.5M2026-11-03
Diversified Trust Co
INCREASED12,8463,569+9,277+260%$609.8K$1.9M+$1.3M2026-11-06
Ethos Capital Management, Inc.
NEW12,709—+12,709——$1.9M—2026-11-03
Nisa Investment Advisors, LLC
INCREASED12,6473,051+9,596+315%$521.3K$1.9M+$1.4M2026-10-20
Floyd Financial Group LLC
INCREASED12,63110,900+1,731+16%$1.5M$2.0M+$494.0K2026-10-28
AA Financial Advisors, LLC
INCREASED12,59012,185+405+3%$2.1M$1.9M-$182.6K2026-10-19
Leonteq Securities AG
DECREASED12,57129,790-17,219-58%$5.1M$1.9M-$3.2M2026-10-29
T3 Companies, LLC
NEW12,542—+12,542——$1.9M—2026-10-22
Parisi Gray Wealth Management
INCREASED12,5007,321+5,179+71%$1.3M$1.9M+$634.9K2026-10-16
HBW Advisory Services LLC
INCREASED12,4648,023+4,441+55%$1.4M$1.9M+$509.6K2026-10-15
Johnson Financial Group, LLC
NEW12,412—+12,412——$1.9M—2026-11-03
Rye Brook Capital LLC
NEW12,400—+12,400——$1.9K—2026-10-07
Arcadia Wealth Management, LLC
NEW12,336—+12,336——$1.9M—2026-10-22
Gables Capital Management Inc.
INCREASED12,3286,920+5,408+78%$1.2M$1.9M+$677.5K2026-11-04
Frank, Rimerman Advisors LLC
NEW12,273—+12,273——$1.9M—2026-10-16
Warren Street Wealth Advisors, LLC
NEW12,262—+12,262——$1.8M—2026-11-04
Clarus Wealth Advisors
NEW12,261—+12,261——$2.0M—2026-10-13
Principal Financial Group Inc
DECREASED12,24017,459-5,219-30%$3.0M$1.8M-$1.1M2026-11-02
Ignite Planners, LLC
INCREASED12,23110,984+1,247+11%$1.9M$1.8M-$31.6K2026-10-14
Buck Wealth Strategies, LLC
INCREASED12,23020+12,210+61050%$3.5K$1.8M+$1.8M2026-10-28
Smith Salley Wealth Management
NEW12,228—+12,228——$1.8M—2026-11-03
Bayshore Capital Advisors, LLC
NEW12,215—+12,215——$1.8M—2026-11-02
BIP Wealth, LLC
INCREASED12,1972,106+10,091+479%$359.8K$1.8M+$1.5M2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED12,0506,496+5,554+86%$1.1M$1.8M+$708.0K2026-10-26
RFG Advisory, LLC
INCREASED11,8785,197+6,681+129%$888.0K$1.8M+$903.9K2026-11-03
Bell & Brown Wealth Advisors, LLC
INCREASED11,8753,138+8,737+278%$536.2K$1.8M+$1.3M2026-10-16
Rose Capital Advisors LLC
INCREASED11,8501,378+10,472+760%$235.4K$1.8M+$1.6M2026-11-04
Spinnaker Investment Group, LLC
NEW11,829—+11,829——$1.8M—2026-10-13
QTR Family Wealth, LLC
NEW11,806—+11,806——$1.8M—2026-11-02
Hatch Cove Capital, LLC
NEW11,800—+11,800——$1.8M—2026-10-21
Bokf, NA
INCREASED11,761698+11,063+1585%$119.3K$1.8M+$1.7M2026-10-27
Pinnacle Associates LTD
INCREASED11,7413,181+8,560+269%$543.5K$1.8M+$1.2M2026-10-20
Riversedge Advisors, LLC
NEW11,712—+11,712——$1.8M—2026-10-09
71 West Capital Partners
NEW11,701—+11,701——$1.8M—2026-11-04
Quantum Private Wealth, LLC
INCREASED11,6853,214+8,471+264%$549.2K$1.8M+$1.2M2026-10-20
Crescent Grove Advisors, LLC
NEW11,653—+11,653——$1.8M—2026-10-21
Elevation Wealth Management LLC
NEW11,635—+11,635——$1.8M—2026-11-02
Andina Capital Management, LLC
NEW11,537—+11,537——$1.7M—2026-10-21
TD Private Client Wealth LLC
INCREASED11,43410,973+461+4%$1.9M$1.7M-$149.9K2026-10-28
Greenbush Financial Group, LLC
INCREASED11,3392,365+8,974+379%$404.0K$1.7M+$1.3M2026-10-15
Matauro, LLC
NEW11,320—+11,320——$1.7M—2026-11-03
Avantax Planning Partners, Inc.
INCREASED11,1903,490+7,700+221%$596.2K$1.7M+$1.1M2026-11-03
Clarus Group, Inc.
NEW11,044—+11,044——$1.7M—2026-10-21
Accurate Wealth Management, LLC
INCREASED11,0295,815+5,214+90%$845.8K$1.7M+$881.5K2026-10-20
Foster Dykema Cabot & Partners, LLC
INCREASED10,9782,000+8,978+449%$341.7K$1.7M+$1.3M2026-10-30
Tucker Asset Management LLC
DECREASED10,90411,591-687-6%$2.0M$1.6M-$335.5K2026-10-29
William John Sempolinski
INCREASED10,9024,070+6,832+168%$695.4K$1.6M+$949.3K2026-10-20
Independent Wealth Network Inc.
INCREASED10,8832,381+8,502+357%$406.9K$1.6M+$1.2M2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED10,8822,485+8,397+338%$424.6K$1.6M+$1.2M2026-10-22
1888 Investments, LLC
NEW10,861—+10,861——$1.6M—2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED10,7012,765+7,936+287%$472.4K$1.6M+$1.1M2026-10-14
Puff Wealth Management, LLC
NEW10,693—+10,693——$1.6M—2026-10-07
Lineweaver Wealth Advisors, LLC
NEW10,583—+10,583——$1.6M—2026-10-13
Wilmington Savings Fund Society, FSB
NEW10,577—+10,577——$1.6M—2026-10-23
Nations Financial Group Inc,
INCREASED10,5604,782+5,778+121%$817.1K$1.6M+$776.0K2026-11-05
Elmwood Wealth Management, Inc.
NEW10,541—+10,541——$1.6M—2026-10-14
True Private Wealth Advisors
INCREASED10,5197,104+3,415+48%$1.2M$1.6M+$373.2K2026-10-19
Triumph Capital Management
INCREASED10,5049,949+555+6%$1.7M$1.6M-$115.7K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED10,4503,057+7,393+242%$522.3K$1.6M+$1.1M2026-10-16
LexAurum Advisors, LLC
INCREASED10,4477,677+2,770+36%$1.3M$1.6M+$264.4K2026-10-19
Quintet Private Bank (Europe) S.A.
INCREASED10,4166,217+4,199+68%$1.1M$1.6M+$509.1K2026-10-08
Roman Butler Fullerton & Co
INCREASED10,3769,068+1,308+14%$1.3M$1.5M+$273.6K2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED10,259122+10,137+8309%$20.8K$1.5M+$1.5M2026-10-27
Flagship Wealth Advisors, LLC
INCREASED10,0835,726+4,357+76%$978.3K$1.5M+$542.8K2026-11-03
Partners Wealth Management, LLC
NEW10,069—+10,069——$1.5M—2026-10-28
Tempus Wealth Planning, LLC
NEW10,060—+10,060——$1.5M—2026-10-14
R2 Capital Strategies, LLC
INCREASED10,0538,955+1,098+12%$1.5M$1.5M-$13.5K2026-10-15
MinichMacGregor Wealth Management, LLC
NEW10,017—+10,017——$1.5M—2026-10-14
Connective Portfolio Management, LLC
DECREASED10,00011,000-1,000-9%$1.9M$1.5M-$370.9K2026-10-22
Freemont Management S.A.
UNCHANGED10,00010,00000%$1.7M$1.5M-$200.0K2026-11-02
Cornerstone Wealth Group, LLC
INCREASED9,9297,847+2,082+27%$1.3M$1.5M+$157.1K2026-11-02
Windmill Hill Asset Management Ltd
NEW9,904—+9,904——$1.5M—2026-10-28
UG Investment Advisers Ltd.
DECREASED9,82675,712-65,886-87%$12.9M$1.5M-$11.5M2026-11-06
Sepio Capital, LP
INCREASED9,8115,242+4,569+87%$895.6K$1.5M+$584.6K2026-10-22
Capital Planning LLC
NEW9,806—+9,806——$1.5M—2026-10-09
Brown, Lisle Ings, Inc.
INCREASED9,7106,670+3,040+46%$1.1M$1.5M+$325.2K2026-10-16
Quattro Financial Advisors LLC
NEW9,700—+9,700——$1.5M—2026-10-15
Sterling Investment Advisors, Ltd.
NEW9,681—+9,681——$1.5M—2026-10-27
Bison Wealth, LLC
INCREASED9,6331,836+7,797+425%$294.5K$1.6M+$1.3M2026-10-13
AlphaStar Capital Management, LLC
INCREASED9,5848,938+646+7%$1.5M$1.4M-$81.3K2026-10-16
Angeles Wealth Management, LLC
NEW9,562—+9,562——$1.4M—2026-10-26
United Asset Strategies, Inc.
NEW9,498—+9,498——$1.4M—2026-10-28
Wynn Capital, LLC
INCREASED9,4161,202+8,214+683%$205.4K$1.4M+$1.2M2026-10-13
Nemes Rush Group LLC
INCREASED9,4092,501+6,908+276%$427.3K$1.4M+$992.1K2026-11-04
Encompass More Asset Management
INCREASED9,3012,869+6,432+224%$490.3K$1.4M+$912.8K2026-10-16
Nautilus Advisors LLC
INCREASED9,2973,669+5,628+153%$533.1K$1.4M+$869.4K2026-10-07
Evolution Wealth Advisors, LLC
INCREASED9,2591,265+7,994+632%$216.1K$1.4M+$1.2M2026-11-03
Summit Wealth Group LLC / Co
INCREASED9,2562,897+6,359+220%$495.1K$1.4M+$901.4K2026-10-29
Finivi Inc.
INCREASED9,2145,898+3,316+56%$1.0M$1.4M+$382.3K2026-10-13
FFG Partners, LLC
NEW9,199—+9,199——$1.4M—2026-10-15
First Heartland Consultants, Inc.
INCREASED9,1762,612+6,564+251%$446.3K$1.4M+$938.1K2026-10-08
Kingsman Wealth Management, Inc.
INCREASED9,1402,220+6,920+312%$379.3K$1.4M+$999.6K2026-10-13
Alta Advisers Ltd
NEW9,093—+9,093——$1.4M—2026-11-02
Viking Fund Management LLC
NEW9,000—+9,000——$1.4M—2026-10-14
Aubrey Capital Management Ltd
NEW9,000—+9,000——$1.4M—2026-10-19
Herbst Group, LLC
NEW8,988—+8,988——$1.4M—2026-10-20
Fortem Financial Group, LLC
INCREASED8,9165,089+3,827+75%$869.5K$1.3M+$475.6K2026-10-20
Rockline Wealth Management, LLC
INCREASED8,9167,110+1,806+25%$1.2M$1.3M+$130.3K2026-10-26
Account Management LLC
NEW8,900—+8,900——$1.3M—2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED8,8952,345+6,550+279%$400.7K$1.3M+$941.2K2026-10-14
Aire Advisors, LLC
INCREASED8,8092,217+6,592+297%$378.8K$1.3M+$950.1K2026-10-22
Meadowbrook Wealth Management, LLC
NEW8,802—+8,802——$1.3M—2026-10-08
Carlson Financial, Inc.
INCREASED8,7916,022+2,769+46%$1.0M$1.3M+$297.3K2026-11-05
Kanawha Capital Management LLC
NEW8,745—+8,745——$1.3M—2026-10-19
Boyer Financial Services, Inc.
NEW8,730—+8,730——$1.3M—2026-10-23
Carter Financial Group, Inc.
INCREASED8,7087,809+899+12%$1.3M$1.3M-$20.6K2026-10-21
Crestwood Advisors Group, LLC
INCREASED8,6801,539+7,141+464%$263.0K$1.3M+$1.0M2026-10-27
Chilton Capital Management LLC
INCREASED8,583269+8,314+3091%$46.0K$1.3M+$1.2M2026-10-28
Braeburn Wealth Management LLC
NEW8,557—+8,557——$1.3M—2026-10-15
Mount Vernon Associates Inc
NEW8,550—+8,550——$1.3K—2026-10-26
Capital Investment Advisory Services, LLC
INCREASED8,5286,489+2,039+31%$1.1M$1.3M+$177.6K2026-10-30
Lazari Capital Management, Inc.
INCREASED8,5113,428+5,083+148%$585.7K$1.3M+$698.3K2026-10-20
Tamar Securities, LLC
INCREASED8,5055,701+2,804+49%$974.1K$1.3M+$309.0K2026-11-03
Chung Wu Investment Group, LLC
DECREASED8,42515,480-7,055-46%$2.6M$1.3M-$1.4M2026-11-03
Apella Capital, LLC
INCREASED8,4242,647+5,777+218%$395.6K$1.4M+$1.0M2026-10-08
Howard Capital Management Group, LLC
NEW8,405—+8,405——$1.3M—2026-10-16
Strong Retirement Solutions LLC
INCREASED8,3416,082+2,259+37%$1.0M$1.3M+$219.2K2026-10-07
Uniting Wealth Partners, LLC
NEW8,323—+8,323——$1.3M—2026-11-06
Northbridge Financial Group, LLC
INCREASED8,2954,966+3,329+67%$848.4K$1.4M+$577.6K2026-11-05
PFG Advisors
INCREASED8,2774,650+3,627+78%$794.5K$1.2M+$454.1K2026-10-16
Gemmer Asset Management LLC
INCREASED8,2721,355+6,917+510%$231.6K$1.2M+$1.0M2026-10-16
Plato Investment Management Ltd
NEW8,265—+8,265——$1.3M—2026-11-05
Grantvest Financial Group LLC
INCREASED8,2211,733+6,488+374%$296.1K$1.2M+$944.0K2026-10-21
Gilliland Jeter Wealth Management LLC
INCREASED8,1721,505+6,667+443%$257.1K$1.2M+$975.7K2026-10-28
Elevatus Welath Management
INCREASED8,1456,184+1,961+32%$1.1M$1.2M+$172.2K2026-10-19
Beaumont Financial Advisors, LLC
NEW8,133—+8,133——$1.2M—2026-10-22
Ritholtz Wealth Management
INCREASED8,1112,084+6,027+289%$356.1K$1.2M+$867.6K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED8,0963,753+4,343+116%$641.2K$1.2M+$580.1K2026-10-13
McAdam, LLC
INCREASED8,0715,138+2,933+57%$877.9K$1.2M+$339.7K2026-10-21
Intrua Financial, LLC
INCREASED8,0672,750+5,317+193%$469.9K$1.2M+$747.1K2026-10-28
Moneco Advisors, LLC
INCREASED8,0654,667+3,398+73%$797.4K$1.2M+$419.2K2026-11-05
Diligent Investors, LLC
INCREASED7,9844,592+3,392+74%$784.6K$1.2M+$419.9K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED7,9703,055+4,915+161%$519.6K$1.2M+$682.7K2026-10-13
VVR Holdings LLC
NEW7,967—+7,967——$1.2M—2026-10-19
Verdence Capital Advisors LLC
INCREASED7,9504,461+3,489+78%$762.2K$1.2M+$437.2K2026-10-26
Wright Investors Service Inc
NEW7,901—+7,901——$1.2M—2026-11-02
Highland Capital Management, LLC
NEW7,870—+7,870——$1.2M—2026-10-26
Wealth Analytics Partners, LLC
INCREASED7,8392,785+5,054+181%$379.0K$1.2M+$803.6K2026-10-19
Signature Equity Partners, LLC
INCREASED7,7393,644+4,095+112%$622.6K$1.2M+$544.9K2026-10-29
DB&C Advisors, LLC
NEW7,733—+7,733——$1.2M—2026-10-26
Granite Investment Partners, LLC
NEW7,710—+7,710——$1.2M—2026-11-04
Northside Capital Management, LLC
NEW7,677—+7,677——$1.2M—2026-10-13
Fagan Associates, Inc.
NEW7,673—+7,673——$1.2M—2026-10-13
Chiron Capital Management, LLC
INCREASED7,6391,359+6,280+462%$232.2K$1.2M+$920.2K2026-10-15
CRA Financial Services, LLC
INCREASED7,6244,995+2,629+53%$853.4K$1.2M+$296.8K2026-10-16
Personal CFO Solutions, LLC
INCREASED7,6163,361+4,255+127%$574.3K$1.1M+$574.6K2026-11-06
Kornitzer Capital Management Inc
INCREASED7,6023,337+4,265+128%$570.2K$1.1M+$576.7K2026-11-03
NWF Advisory Services Inc.
INCREASED7,5813,246+4,335+134%$554.6K$1.1M+$589.1K2026-10-19
Norden Group LLC
INCREASED7,5662,538+5,028+198%$433.6K$1.1M+$707.8K2026-10-20
Fortis Group Advisors, LLC
INCREASED7,5664,652+2,914+63%$794.8K$1.0M+$227.3K2026-11-06
Strategic Blueprint, LLC
INCREASED7,5284,432+3,096+70%$757.3K$1.1M+$378.3K2026-10-22
Paragon Private Wealth Management, LLC
NEW7,515—+7,515——$1.1M—2026-10-20
Fairvoy Private Wealth, LLC
NEW7,507—+7,507——$1.1M—2026-10-19
Variant Private Wealth, LLC
INCREASED7,4777,141+336+5%$1.2M$1.1M-$92.1K2026-10-21
Cane Capital Partners, LLC
INCREASED7,4251,776+5,649+318%$303.4K$1.1M+$816.7K2026-10-23
Ayrshire Capital Management LLC
INCREASED7,4187,129+289+4%$1.2M$1.1M-$99.0K2026-10-20
Yousif Capital Management, LLC
INCREASED7,3836,220+1,163+19%$1.1M$1.1M+$51.1K2026-10-22
Lederer & Associates Investment Counsel
NEW7,362—+7,362——$1.1K—2026-10-23
Cypress Asset Management Inc
NEW7,360—+7,360——$1.1M—2026-10-09
Greenup Street Wealth Management LLC
INCREASED7,3583,820+3,538+93%$652.6K$1.1M+$457.4K2026-10-28
Private Trust Co NA
INCREASED7,3392,505+4,834+193%$428.0K$1.1M+$679.2K2026-10-20
Register Financial Advisors LLC
NEW7,318—+7,318——$1.1M—2026-10-23
Capital Management Associates
NEW7,300—+7,300——$1.1M—2026-11-03
Wellington Shields Capital Management, LLC
INCREASED7,300428+6,872+1606%$73.1K$1.1M+$1.0M2026-11-03
Wellington Shields & Co., LLC
INCREASED7,300793+6,507+821%$135.5K$1.1M+$965.8K2026-11-03
Accel Wealth Management
INCREASED7,2941,186+6,108+515%$202.6K$1.1M+$897.7K2026-10-13
Family Office Research LLC
INCREASED7,2765,154+2,122+41%$880.6K$1.1M+$217.0K2026-10-14
Waters Parkerson & Co., LLC
INCREASED7,2522,578+4,674+181%$440.5K$1.1M+$653.6K2026-11-04
Jnba Financial Advisors
INCREASED7,2271,303+5,924+455%$222.6K$1.1M+$867.6K2026-11-03
Certified Advisory Corp
INCREASED7,1903,951+3,239+82%$675.1K$1.1M+$409.7K2026-10-29
Midwest Trust Co
INCREASED7,1824,449+2,733+61%$760.2K$1.1M+$323.3K2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED7,1674,117+3,050+74%$703.4K$1.1M+$377.8K2026-11-05
Founders Financial Securities LLC
INCREASED7,1353,866+3,269+85%$660.5K$1.1M+$415.8K2026-10-28
Coquina Private Wealth LLC
NEW7,012—+7,012——$1.1M—2026-10-27
Cypress Wealth Services, LLC
INCREASED6,9992,320+4,679+202%$396.4K$1.2M+$806.8K2026-10-21
Langley Wealth Management, LLC
NEW6,980—+6,980——$1.1M—2026-11-04
Snider Financial Group
INCREASED6,9763,176+3,800+120%$542.7K$1.1M+$509.7K2026-10-16
Powell Investment Advisors, LLC
INCREASED6,9711,408+5,563+395%$240.6K$1.1M+$811.1K2026-10-22
Narus Financial Partners, LLC
NEW6,958—+6,958——$1.0M—2026-10-19
Quad-Cities Investment Group, LLC
NEW6,943—+6,943——$1.0M—2026-10-16
RMR Wealth Builders
INCREASED6,9195,337+1,582+30%$912.0K$1.0M+$131.8K2026-10-22
Allen Operations LLC
INCREASED6,8826,620+262+4%$1.1M$1.0M-$92.9K2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED6,8642,951+3,913+133%$504.2K$1.0M+$531.3K2026-10-15
Eurizon Capital SGR S.p.A.
INCREASED6,8215,464+1,357+25%$933.6K$1.0M+$95.4K2026-11-06
Southland Equity Partners LLC
INCREASED6,7801,418+5,362+378%$242.3K$1.0M+$780.6K2026-10-14
NBZ Investment Advisors LLC
INCREASED6,6781,561+5,117+328%$266.7K$1.0M+$740.7K2026-10-30
SeaCrest Wealth Management, LLC
INCREASED6,6734,785+1,888+39%$817.6K$1.0M+$189.0K2026-10-21
LFG Wealth Partners, LLC
DECREASED6,6656,738-73-1%$1.2M$1.0M-$145.6K2026-10-28
Archford Capital Strategies, LLC
INCREASED6,6503,235+3,415+106%$552.7K$1.0M+$450.5K2026-10-19
Atlatl Advisers LLC
INCREASED6,6332,195+4,438+202%$375.0K$1.0M+$625.6K2026-10-22
Thompson Davis & Co., Inc.
INCREASED6,6042,085+4,519+217%$356.2K$996.3K+$640.0K2026-11-05
Aspiriant, LLC
NEW6,590—+6,590——$994.2K—2026-10-16
Vista Investment Partners LLC
NEW6,578—+6,578——$992.4K—2026-10-08
Proathlete Wealth Management LLC
INCREASED6,5566,481+75+1%$1.1M$989.0K-$118.3K2026-10-15
Lebenthal Global Advisors, LLC
INCREASED6,5376,288+249+4%$1.1M$986.2K-$88.2K2026-10-28
Strengthening Families & Communities, LLC
INCREASED6,5335,865+668+11%$1.0M$985.6K-$16.5K2026-10-21
GW Henssler & Associates LTD
INCREASED6,5051,242+5,263+424%$212.2K$981.3K+$769.1K2026-10-26
MN Wealth Advisors, LLC
NEW6,500—+6,500——$980.6K—2026-10-23
Money Concepts Capital Corp
INCREASED6,4635,755+708+12%$983.3K$975.1K-$8.2K2026-11-06
True Freedom Investing, LLC
NEW6,442—+6,442——$971.9K—2026-10-29
Gibbs Wealth Management
INCREASED6,4282,490+3,938+158%$425.4K$969.7K+$544.2K2026-10-22
Carnegie Investment Counsel
INCREASED6,4191,217+5,202+427%$207.9K$968.4K+$760.4K2026-10-20
Total Investment Management Inc
INCREASED6,4183,154+3,264+103%$341.8K$968.2K+$626.4K2026-10-22
Quadcap Wealth Management, LLC
INCREASED6,3912,400+3,991+166%$410.1K$964.1K+$554.1K2026-11-02
CV Advisors LLC
NEW6,382—+6,382——$962.8K—2026-10-13
Noble Wealth Management PBC
NEW6,355—+6,355——$958.7K—2026-10-01
Cigna Investments Inc
NEW6,347—+6,347——$958—2026-10-19
Mutual of America Capital Management LLC
INCREASED6,3355,369+966+18%$917.3K$955.7K+$38.4K2026-10-23
Pegasus Asset Management, Inc.
INCREASED6,2863,403+2,883+85%$581.4K$948.3K+$366.9K2026-11-03
Foguth Wealth Management, Llc.
INCREASED6,2782,794+3,484+125%$334.9K$916.7K+$581.9K2026-10-19
Leo Wealth, LLC
NEW6,261—+6,261——$944.5K—2026-10-26
ARS Investment Partners, LLC
INCREASED6,2533,063+3,190+104%$523.3K$943.3K+$420.0K2026-11-05
Gibraltar Capital Management, Inc.
NEW6,229—+6,229——$939.7K—2026-10-27
First National Trust Co
INCREASED6,2252,547+3,678+144%$435.2K$939.1K+$503.9K2026-10-28
Aspetuck Financial Management LLC
NEW6,196—+6,196——$934.7K—2026-11-04
Forum Financial Management, LP
NEW6,179—+6,179——$932.2K—2026-10-16
Financial Security Advisor, Inc.
INCREASED6,1703,304+2,866+87%$564.6K$930.8K+$366.2K2026-11-03
Wisconsin Wealth Advisors, LLC
NEW6,161—+6,161——$929.4K—2026-10-08
WealthPLAN Partners, LLC
NEW6,100—+6,100——$920.2K—2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED6,0961,410+4,686+332%$240.9K$919.7K+$678.8K2026-10-14
RVW Wealth, LLC
INCREASED6,0514,846+1,205+25%$828.0K$912.9K+$84.9K2026-10-06
Wealth Alliance Advisory Group, LLC
INCREASED6,0261,852+4,174+225%$316.4K$909.1K+$592.6K2026-10-14
Cap Partners, LLC
INCREASED6,0211,753+4,268+243%$299.5K$908.3K+$608.8K2026-10-19
Zions Bancorporation, National Association
INCREASED6,0144,402+1,612+37%$752.1K$907.3K+$155.1K2026-11-06
Objective Capital Management, LLC
NEW6,001—+6,001——$905.3K—2026-10-13
Fulcrum Wealth Advisors, LLC
DECREASED6,0006,070-70-1%$1.0M$905.2K-$132.0K2026-10-16
Navigation Group, LLC
UNCHANGED6,0006,00000%$1.0M$905.2K-$120.0K2026-10-28
High Net Worth Advisory Group LLC
NEW5,986—+5,986——$903.0K—2026-10-26
Rubicon Advisors, GP
INCREASED5,9744,680+1,294+28%$799.6K$901.3K+$101.6K2026-10-23
Tennessee Valley Asset Management Partners
INCREASED5,9641,953+4,011+205%$333.8K$899.8K+$566.0K2026-11-03
Westover Capital Advisors, LLC
NEW5,938—+5,938——$895.8K—2026-10-26
Novem Group
NEW5,936—+5,936——$895.5K—2026-10-19
Harbor Capital Advisors, Inc.
NEW5,880—+5,880——$887—2026-10-22
Capital Asset Advisory Services LLC
INCREASED5,8322,808+3,024+108%$479.8K$847.6K+$367.8K2026-10-30
Tuttle Capital Management, LLC
NEW5,831—+5,831——$879.7K—2026-10-21
JSF Financial, LLC
NEW5,827—+5,827——$879.1K—2026-10-22
Summit Asset Management, LLC
NEW5,826—+5,826——$878.9K—2026-11-05
Capital Square, LLC
NEW5,813—+5,813——$876.9K—2026-10-19
Ring Mountain Capital, LLC
INCREASED5,8034,561+1,242+27%$779.3K$875.4K+$96.1K2026-10-13
Beacon Financial Group
INCREASED5,7922,111+3,681+174%$360.7K$873.8K+$513.1K2026-10-19
Curran Financial Partners, LLC
INCREASED5,7804,039+1,741+43%$690.2K$872.0K+$181.9K2026-11-04
Rational Advisors, Inc.
INCREASED5,7604,835+925+19%$826.1K$869.0K+$42.8K2026-11-02
Mattern Wealth Management LLC
INCREASED5,7341,968+3,766+191%$336.3K$865.0K+$528.8K2026-11-04
AIA Group Ltd
UNCHANGED5,7005,70000%$973.9K$859.9K-$114.0K2026-10-30
Arsenal Capital Advisors LLC
INCREASED5,6882,787+2,901+104%$476.2K$858.2K+$382.0K2026-11-02
Manchester Capital Management LLC
INCREASED5,6416+5,635+93917%$1.0K$851.0K+$850.0K2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED5,5751,251+4,324+346%$213.7K$841.1K+$627.3K2026-10-22
Legacy Advisors, LLC
INCREASED5,5582,627+2,931+112%$448.8K$838.5K+$389.6K2026-10-19
SeaBridge Investment Advisors LLC
INCREASED5,5235,503+20+0%$940.2K$833.2K-$107.0K2026-11-02
BridgePort Financial Solutions, LLC
NEW5,501—+5,501——$829.9K—2026-11-02
Parkside Investments, LLC
NEW5,482—+5,482——$827.0K—2026-10-20
QP Wealth Management, LLC
INCREASED5,4654,865+600+12%$831.2K$824.5K-$6.8K2026-10-20
United Advisor Group, LLC
INCREASED5,4613,125+2,336+75%$533.9K$823.8K+$289.9K2026-11-03
Bochk Asset Management Ltd
INCREASED5,4161,116+4,300+385%$190.7K$817.1K+$626.4K2026-10-29
Earned Wealth Advisors, LLC
INCREASED5,4032,141+3,262+152%$365.8K$815.2K+$449.3K2026-11-06
Fiduciary Alliance LLC
NEW5,371—+5,371——$810.3K—2026-10-13
Tcfg Investment Advisors, LLC
INCREASED5,3561,471+3,885+264%$251.3K$808.0K+$556.7K2026-10-20
Acorn Wealth Advisors, LLC
INCREASED5,2963,386+1,910+56%$578.5K$799.0K+$220.4K2026-10-19
Vest Financial, LLC
NEW5,286—+5,286——$797.4K—2026-10-21
Mullaney, Keating & Wright, Inc.
NEW5,279—+5,279——$796.4K—2026-10-19
Zullo Investment Group, Inc.
INCREASED5,2723,253+2,019+62%$555.8K$795.3K+$239.5K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED5,2623,760+1,502+40%$642.6K$793.9K+$151.3K2026-10-29
Schorn Wealth LLC
NEW5,259—+5,259——$793.3K—2026-10-14
Wesbanco Bank Inc
INCREASED5,2554,166+1,089+26%$711.8K$792.8K+$81.0K2026-11-04
Opinicus Capital, Inc.
INCREASED5,2442,102+3,142+149%$359.1K$791.1K+$432.0K2026-10-28
Grandview Asset Management LLC
DECREASED5,2325,528-296-5%$952.7K$789.3K-$163.4K2026-10-19
Ashton Thomas Securities, LLC
NEW5,214—+5,214——$786.6K—2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,2122,186+3,026+138%$373.5K$786.3K+$412.8K2026-10-23
New York Life Insurance Co
NEW5,203—+5,203——$784.9K—2026-11-03
Platform Technology Partners
NEW5,178—+5,178——$781.2K—2026-11-02
DDD Partners, LLC
INCREASED5,1722,294+2,878+125%$392.0K$780.2K+$388.3K2026-11-02
Eagle Wealth Strategies LLC
INCREASED5,1684,494+674+15%$767.8K$779.6K+$11.8K2026-10-20
Tlwm
NEW5,167—+5,167——$779.5K—2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED5,1603,332+1,828+55%$569.3K$778.4K+$209.1K2026-10-29
Dagco, Inc.
INCREASED5,1604,290+870+20%$733.0K$778.4K+$45.4K2026-10-20
WMG Financial Advisors, LLC
UNCHANGED5,1575,15700%$881.1K$881.1K$02026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED5,1374,280+857+20%$731.3K$775.0K+$43.7K2026-10-19
Central Trust Co
INCREASED5,1213,453+1,668+48%$590.0K$772.5K+$182.5K2026-11-05
Vista Finance, LLC
INCREASED5,1071,235+3,872+314%$211.0K$770.4K+$559.4K2026-10-23
55 North Private Wealth, LLC
NEW5,101—+5,101——$769.5K—2026-10-20
Valmark Advisers, Inc.
INCREASED5,0603,290+1,770+54%$562.1K$763.3K+$201.2K2026-11-06
KCM Investment Advisors LLC
INCREASED5,0282,332+2,696+116%$398.4K$758.5K+$360.1K2026-10-27
Empirical Capital Management, LLC
NEW5,000—+5,000——$754—2026-10-27
Cherokee Insurance Co
INCREASED5,0002,500+2,500+100%$427.2K$754.3K+$327.2K2026-11-05
Burford Brothers, Inc.
INCREASED4,9944,407+587+13%$753.0K$753.4K+$4552026-10-21
Mascagni Wealth Management, Inc.
INCREASED4,9862,950+2,036+69%$504.0K$752.2K+$248.1K2026-10-23
Element Pointe Advisors, LLC
NEW4,973—+4,973——$750.2K—2026-10-21
Northwest Wealth Management, LLC
NEW4,972—+4,972——$750.1K—2026-10-30
Gruss & Co., LLC
NEW4,964—+4,964——$748.9K—2026-11-02
Palatine Hill Wealth Management, LLC
INCREASED4,9432,390+2,553+107%$408.4K$745.7K+$337.4K2026-11-03
Sugar Maple Asset Management, LLC
INCREASED4,9202,800+2,120+76%$478.4K$742.2K+$263.8K2026-10-13
Parkway Wealth Management Group, LLC
NEW4,919—+4,919——$742.1K—2026-10-20
Cape Investment Advisory, Inc.
INCREASED4,9073,570+1,337+37%$610.0K$740.3K+$130.3K2026-10-13
Aries Wealth Management
NEW4,906—+4,906——$740.1K—2026-10-23
Wealth Preservation Advisors, LLC
NEW4,884—+4,884——$736.8K—2026-11-05
Everest Financial Group LLC
INCREASED4,8842,876+2,008+70%$491.4K$736.7K+$245.3K2026-11-06
Worthington Financial Partners, LLC
INCREASED4,8834,741+142+3%$810.0K$736.7K-$73.3K2026-10-13
Retirement Planning Group, LLC
INCREASED4,8553,529+1,326+38%$602.9K$732.4K+$129.5K2026-10-19
Fifth Third Wealth Advisors LLC
INCREASED4,8432,348+2,495+106%$401.2K$730.6K+$329.4K2026-10-22
Keystone Wealth Services, LLC
INCREASED4,8413,931+910+23%$671.7K$722.5K+$50.8K2026-11-03
Family Legacy Financial Solutions, LLC
NEW4,792—+4,792——$722.9K—2026-10-07
Smith Chas P & Associates PA Cpas
INCREASED4,7861,797+2,989+166%$307.0K$698.9K+$391.9K2026-10-22
Mather Group, Llc.
INCREASED4,7444,065+679+17%$694.5K$715.6K+$21.1K2026-10-14
YHB Investment Advisors, Inc.
NEW4,737—+4,737——$714.6K—2026-10-08
Busey Bank
INCREASED4,7352,155+2,580+120%$368.2K$714.3K+$346.1K2026-10-26
Chesley Taft & Associates LLC
NEW4,716—+4,716——$711.5K—2026-10-13
Sound Income Strategies, LLC
INCREASED4,7143,128+1,586+51%$534.5K$757.0K+$222.5K2026-10-09
Parkside Financial Bank & Trust
INCREASED4,6873,567+1,120+31%$609.5K$707.1K+$97.6K2026-10-27
Modera Wealth Management, LLC
NEW4,683—+4,683——$706.4K—2026-10-28
Centennial Wealth Advisory LLC
INCREASED4,6781,382+3,296+238%$236.0K$705.8K+$469.8K2026-10-16
FCG Investment Co
INCREASED4,6702,348+2,322+99%$401.2K$704.5K+$303.3K2026-10-13
Aaron Wealth Advisors LLC
NEW4,638—+4,638——$699.7K—2026-10-13
Ticino Wealth
INCREASED4,6362,433+2,203+91%$415.7K$699.4K+$283.7K2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED4,635475+4,160+876%$81.2K$699.2K+$618.1K2026-10-28
B.O.S.S. Retirement Advisors, LLC
INCREASED4,6343,710+924+25%$633.9K$699.1K+$65.2K2026-10-26
Pittenger & Anderson Inc
INCREASED4,617405+4,212+1040%$69.2K$696.5K+$627.3K2026-11-02
Outfitters Financial LLC
INCREASED4,6153,210+1,405+44%$548.5K$696.2K+$147.8K2026-10-23
Westside Investment Management, Inc.
INCREASED4,6062,235+2,371+106%$381.9K$708.2K+$326.3K2026-11-02
Core Wealth Partners LLC
INCREASED4,6041,365+3,239+237%$233.2K$694.6K+$461.3K2026-11-02
Ebert Capital Management Inc.
INCREASED4,6003,784+816+22%$646.5K$694.0K+$47.4K2026-10-08
Aviance Capital Partners, LLC
NEW4,598—+4,598——$693.7K—2026-10-29
Sunpointe, LLC
INCREASED4,5951,395+3,200+229%$238.4K$693.2K+$454.8K2026-10-22
Summit Investment Advisors, Inc.\KS
NEW4,591—+4,591——$692.6K—2026-11-05
Quantum Financial Partners LLC
NEW4,580—+4,580——$690.9K—2026-10-19
Villere ST Denis J & Co LLC
NEW4,580—+4,580——$690.9K—2026-11-04
Bluesphere Advisors LLC
DECREASED4,5784,580-20%$782.5K$690.6K-$91.9K2026-10-19
Douglas Lane & Associates, LLC
NEW4,568—+4,568——$689.1K—2026-10-09
Wealth Quarterback LLC
NEW4,541—+4,541——$685.0K—2026-10-20
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED4,5224,000+522+13%$683.4K$682.2K-$1.3K2026-11-06
Quadrant Capital Group LLC
INCREASED4,51681+4,435+5475%$13.8K$706.9K+$693.1K2026-10-20
SkyOak Wealth, LLC
INCREASED4,5161,774+2,742+155%$303.1K$681.3K+$378.2K2026-10-28
Avestar Capital, LLC
INCREASED4,4912,932+1,559+53%$501.0K$677.5K+$176.6K2026-10-28
Apex Wealth Management, LLC
INCREASED4,4661,837+2,629+143%$313.9K$673.8K+$359.9K2026-10-20
Bell Bank
NEW4,457—+4,457——$672.4K—2026-10-21
JGP Wealth Management, LLC
NEW4,431—+4,431——$668.4K—2026-10-13
Waldron Private Wealth LLC
NEW4,431—+4,431——$668.5K—2026-11-02
Walkner Condon Financial Advisors LLC
NEW4,413—+4,413——$665.7K—2026-11-02
Harbor Group, Inc.
INCREASED4,4063,846+560+15%$657.1K$664.7K+$7.6K2026-10-14
Bradley & Co. Private Wealth Management, LLC
INCREASED4,400375+4,025+1073%$64.1K$663.8K+$599.7K2026-10-23
Guyasuta Investment Advisors Inc
NEW4,394—+4,394——$662.9K—2026-10-15
Graham Capital Wealth Management, LLC
INCREASED4,3864,250+136+3%$726.2K$661.7K-$64.5K2026-10-26
M.E. Allison & Co., Inc.
NEW4,382—+4,382——$661.1K—2026-10-09
Howland Capital Management LLC
NEW4,380—+4,380——$660.8K—2026-10-22
Armstrong, Fleming & Moore, Inc
INCREASED4,3791,307+3,072+235%$223.3K$660.6K+$437.3K2026-10-28
RMG Wealth Management LLC
NEW4,347—+4,347——$632.3K—2026-10-26
Advisory Resource Group
INCREASED4,3422,355+1,987+84%$402.4K$655.0K+$252.6K2026-10-26
Financial Synergies Wealth Advisors, Inc.
NEW4,336—+4,336——$654.1K—2026-10-16
Occidental Asset Management, LLC
INCREASED4,3302,486+1,844+74%$424.8K$653.2K+$228.5K2026-11-05
Fortress Financial Group, LLC
INCREASED4,3291,640+2,689+164%$280.2K$653.1K+$372.9K2026-10-21
Cornerstone Planning Group LLC
INCREASED4,3293,837+492+13%$442.2K$703.7K+$261.5K2026-10-16
Means Investment Co., Inc.
NEW4,327—+4,327——$652.8K—2026-11-03
626 Financial, LLC
NEW4,303—+4,303——$649.2K—2026-11-04
Blume Capital Management, Inc.
INCREASED4,300300+4,000+1333%$51.3K$648.8K+$597.5K2026-10-26
DLK Investment Management, LLC
NEW4,263—+4,263——$643.1K—2026-10-09
NorthCrest Asset Manangement, LLC
INCREASED4,2441,516+2,728+180%$230.6K$681.4K+$450.8K2026-10-13
Eclectic Associates Inc
NEW4,217—+4,217——$636.2K—2026-10-09
Central Pacific Bank - Trust Division
NEW4,215—+4,215——$635.9K—2026-10-06
Gryphon Financial Partners LLC
NEW4,213—+4,213——$635.6K—2026-11-04
Well Done, LLC
NEW4,203—+4,203——$634.1K—2026-10-20
Marietta Wealth Management, LLC
NEW4,173—+4,173——$634.9K—2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
NEW4,136—+4,136——$624.0K—2026-10-15
Stiles Financial Services Inc
NEW4,136—+4,136——$624.0K—2026-10-30
Brown Miller Wealth Management, LLC
INCREASED4,1312,322+1,809+78%$396.7K$623.2K+$226.5K2026-11-02
Indiana Trust & Investment Management Co
INCREASED4,120375+3,745+999%$64.1K$621.5K+$557.5K2026-10-22
Tsfg, LLC
INCREASED4,094758+3,336+440%$130$618+$4882026-10-23
Welch & Forbes LLC
INCREASED4,0901,489+2,601+175%$254.4K$617.0K+$362.6K2026-11-04
Trilogy Capital Inc.
NEW4,069—+4,069——$613.8K—2026-10-20
Fulton Bank, N.A.
INCREASED4,0482,857+1,191+42%$488.1K$610.7K+$122.5K2026-10-14
Lake Street Private Wealth, LLC
NEW4,033—+4,033——$608.4K—2026-10-22
Perpetual Ltd
INCREASED4,0203,861+159+4%$659.7K$606.5K-$53.2K2026-10-13
Creative Financial Designs Inc
INCREASED4,0091,945+2,064+106%$332.3K$604.8K+$272.5K2026-11-04
IFC & Insurance Marketing, Inc.
INCREASED4,0041,421+2,583+182%$242.8K$604.0K+$361.3K2026-10-16
WBI Investments, LLC
NEW3,999—+3,999——$603.3K—2026-11-05
National Wealth Management Group, LLC
INCREASED3,9861,200+2,786+232%$205.0K$601.3K+$396.3K2026-10-26
Allen Capital Group, LLC
INCREASED3,9761,636+2,340+143%$279.5K$599.8K+$320.3K2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED3,97211,202-7,230-65%$1.9M$599.2K-$1.3M2026-10-30
Greenfield Seitz Capital Management, LLC
NEW3,952—+3,952——$596.2K—2026-10-29
Milestone Asset Management, LLC
INCREASED3,9471,250+2,697+216%$213.6K$595.6K+$382.0K2026-10-15
WoodTrust Financial Corp
NEW3,943—+3,943——$595—2026-10-09
Pennsylvania Capital Management Inc
INCREASED3,9433,439+504+15%$587.6K$594.8K+$7.3K2026-11-05
Oakmont Investment Advisors, Inc.
NEW3,930—+3,930——$592.9K—2026-10-21
MMA Asset Management LLC
NEW3,923—+3,923——$591.8K—2026-11-02
Key Client Fiduciary Advisors, LLC
NEW3,913—+3,913——$590.4K—2026-10-19
Huntleigh Advisors, Inc.
INCREASED3,8992,979+920+31%$509.0K$588.2K+$79.2K2026-11-03
FSM Wealth Advisors, LLC
NEW3,876—+3,876——$622.4K—2026-10-27
Allied Investment Advisors, LLC
INCREASED3,8691,302+2,567+197%$222.5K$583.7K+$361.2K2026-10-13
Integrity Wealth Partners, LLC
NEW3,857—+3,857——$581.8K—2026-10-14
G&S Capital LLC
NEW3,815—+3,815——$575.5K—2026-10-23
Realta Investment Advisors
NEW3,803—+3,803——$573.7K—2026-10-14
Goldstein Advisors, LLC
DECREASED3,7974,615-818-18%$788.5K$572.8K-$215.7K2026-10-15
Avity Investment Management Inc.
NEW3,785—+3,785——$571.0K—2026-10-09
West Wealth Group, LLC
INCREASED3,7782,724+1,054+39%$465.4K$569.9K+$104.5K2026-10-14
MBL Wealth, LLC
NEW3,761—+3,761——$567.4K—2026-10-22
JB Capital LLC
INCREASED3,7473,309+438+13%$565.4K$565.3K-$562026-10-19
Calamos Wealth Management LLC
NEW3,720—+3,720——$561.2K—2026-11-02
SFE Investment Counsel
INCREASED3,7191,535+2,184+142%$262.3K$561.0K+$298.8K2026-10-29
World Equity Group, Inc.
DECREASED3,7094,544-835-18%$776.4K$567.1K-$209.3K2026-10-14
Integrity Wealth Advisors, Inc.
NEW3,704—+3,704——$558.8K—2026-10-29
Gamma Investing LLC
INCREASED3,704947+2,757+291%$161.8K$558.8K+$397.0K2026-10-08
Annex Advisory Services, LLC
NEW3,691—+3,691——$556.8K—2026-10-16
Accuvest Global Advisors
NEW3,690—+3,690——$557.0K—2026-11-04
Headland Capital, LLC
NEW3,685—+3,685——$555.9K—2026-11-06
Rainey & Randall Wealth Advisors Inc.
UNCHANGED3,6803,68000%$628.8K$555.2K-$73.6K2026-10-26
Strategic Advisors LLC
INCREASED3,6641,964+1,700+87%$335.6K$552.8K+$217.2K2026-10-13
Diversified Enterprises, LLC
INCREASED3,6563,093+563+18%$528.5K$551.6K+$23.1K2026-10-19
RFG - Bristol Wealth Advisors, LLC
NEW3,645—+3,645——$549.9K—2026-10-09
Challenger Wealth Management
INCREASED3,6281,230+2,398+195%$210.2K$547.3K+$337.2K2026-10-30
DeDora Capital, Inc.
NEW3,627—+3,627——$547.2K—2026-10-26
Welch Group, LLC
INCREASED3,6242,021+1,603+79%$345.3K$546.7K+$201.4K2026-10-29
Asset One Wealth Management LLC
NEW3,621—+3,621——$546.3K—2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED3,6211,818+1,803+99%$310.6K$546.3K+$235.6K2026-10-14
Veratis Advisors, Inc.
INCREASED3,6211,850+1,771+96%$316.1K$546.3K+$230.2K2026-11-03
Napean Trading & Investment Co (Singapore) PTE Ltd
NEW3,615—+3,615——$545.4K—2026-11-06
Joseph P. Lucia & Associates, LLC
NEW3,615—+3,615——$545.4K—2026-10-30
Corps Capital Advisors, LLC
INCREASED3,6093,104+505+16%$530.3K$544.5K+$14.1K2026-11-05
Prodigy Asset Management LLC
NEW3,599—+3,599——$542.9K—2026-10-28
Moran Wealth Management, LLC
DECREASED3,5978,879-5,282-59%$1.5M$542.6K-$974.4K2026-10-22
Firethorn Wealth Partners, LLC
INCREASED3,5881,502+2,086+139%$256.6K$541.3K+$284.6K2026-10-14
GGM Financial LLC
NEW3,577—+3,577——$539.6K—2026-11-05
Vigilare Wealth Management
NEW3,577—+3,577——$539.6K—2026-10-29
Bill Few Associates, Inc.
NEW3,566—+3,566——$538.0K—2026-10-09
Secure Asset Management, LLC
NEW3,566—+3,566——$537.9K—2026-10-19
Kaizen Financial Strategies
INCREASED3,559800+2,759+345%$126.0K$536.9K+$410.9K2026-10-09
TKG Advisors, LLC
NEW3,555—+3,555——$536.3K—2026-11-02
Wealth Architects, LLC
INCREASED3,5531,355+2,198+162%$231.5K$536.1K+$304.6K2026-11-03
BayBridge Capital Group, LLC
NEW3,548—+3,548——$535.3K—2026-10-13
Vanguard Capital Wealth Advisors
INCREASED3,5471,401+2,146+153%$239.4K$535.1K+$295.7K2026-10-16
FDx Advisors, Inc.
DECREASED3,5264,480-954-21%$765$532-$2332026-11-05
Winch Advisory Services, LLC
INCREASED3,5191,747+1,772+101%$298.5K$530.9K+$232.4K2026-11-06
Foster Group, Inc.
NEW3,509—+3,509——$529.4K—2026-10-13
Milestone Asset Management Group, LLC
NEW3,506—+3,506——$528.9K—2026-10-20
Legacy Financial Strategies, LLC
INCREASED3,5011,858+1,643+88%$317.5K$528.2K+$210.7K2026-10-15
ZWJ Investment Counsel Inc
INCREASED3,4993,125+374+12%$533.9K$527.9K-$6.1K2026-10-15
Tower View Wealth Management LLC
INCREASED3,4953,326+169+5%$568.3K$527.3K-$41.0K2026-10-23
Everhart Financial Group, Inc.
NEW3,493—+3,493——$527.0K—2026-10-08
Patten & Patten Inc
NEW3,483—+3,483——$525.4K—2026-10-26
Carroll Advisory Group, LLC
NEW3,475—+3,475——$524.2K—2026-10-16
BlueChip Wealth Advisors LLC
INCREASED3,4581,675+1,783+106%$286.2K$521.7K+$235.5K2026-11-03
Perryman Financial Advisory Inc
INCREASED3,4541,322+2,132+161%$225.9K$521.1K+$295.2K2026-10-16
Beacon Financial Advisory LLC
INCREASED3,4542,467+987+40%$421.5K$521.1K+$99.6K2026-10-16
Sagespring Wealth Partners, LLC
DECREASED3,4536,149-2,696-44%$1.1M$520.9K-$529.6K2026-10-22
Tactive Advisors, LLC
NEW3,446—+3,446——$519.9K—2026-10-08
Congress Park Capital LLC
NEW3,410—+3,410——$514.4K—2026-10-13
Trust Point Inc.
NEW3,408—+3,408——$514.1K—2026-10-27
Sterling Investment Counsel, LLC
NEW3,403—+3,403——$513.4K—2026-10-19
Arcataur Capital Management LLC
NEW3,396—+3,396——$512.3K—2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED3,3902,814+576+20%$480.8K$511.4K+$30.6K2026-11-05
Nilsine Partners, LLC
NEW3,361—+3,361——$507.0K—2026-11-02
Ballew Advisors, Inc
NEW3,359—+3,359——$534.0K—2026-10-05
CrossGen Wealth, LLC
INCREASED3,3503,150+200+6%$538.2K$505.4K-$32.8K2026-10-30
Barr E S & Co
INCREASED3,3503,180+170+5%$543.3K$505.4K-$38.0K2026-11-06
Lanark Financial, Inc.
INCREASED3,3411,307+2,034+156%$223.3K$504.0K+$280.7K2026-10-26
KDK Private Wealth Management, LLC
INCREASED3,3402,300+1,040+45%$393.0K$503.9K+$110.9K2026-11-03
Eagle Strategies LLC
NEW3,337—+3,337——$503.4K—2026-10-16
Greystone Financial Group, LLC
INCREASED3,3201,698+1,622+96%$290.1K$500.9K+$210.7K2026-10-26
Gerald Baker Financial Group LLC
NEW3,317—+3,317——$500.5K—2026-10-09
Confluence Wealth Services, Inc.
INCREASED3,3141,193+2,121+178%$203.8K$500.0K+$296.1K2026-11-05
Notable Capital Management, L.L.C.
UNCHANGED3,3103,31000%$565.5K$499.3K-$66.2K2026-11-03
Balefire, LLC
NEW3,296—+3,296——$497.3K—2026-10-09
Valley National Advisers Inc
INCREASED3,296732+2,564+350%$125.1K$497.3K+$372.2K2026-10-23
Avion Wealth
INCREASED3,2932,292+1,001+44%$391$496+$1052026-11-04
Altus Wealth Group LLC
NEW3,283—+3,283——$495.3K—2026-10-20
Quantum Financial Advisors, LLC
NEW3,280—+3,280——$494.8K—2026-11-03
Patriot Investment Management Group, Inc.
INCREASED3,2793,123+156+5%$533.5K$494.6K-$38.9K2026-10-15
Leelyn Smith, LLC
NEW3,268—+3,268——$493.0K—2026-11-03
Lincoln Capital LLC
NEW3,266—+3,266——$492.7K—2026-10-09
Compass Financial Group, Inc
NEW3,264—+3,264——$492.4K—2026-10-13
Alta Capital Management LLC/
NEW3,254—+3,254——$490.9K—2026-10-26
Capital Advisors Wealth Management, LLC
NEW3,248—+3,248——$490.0K—2026-10-09
Carret Asset Management, LLC
INCREASED3,2412,662+579+22%$454.8K$488.9K+$34.1K2026-11-04
Ballast Rock Private Wealth LLC
NEW3,238—+3,238——$488.5K—2026-10-26
Asahi Life Asset Management Co., Ltd.
NEW3,236—+3,236——$488.2K—2026-11-06
Integrated Financial Solutions, Inc.
INCREASED3,2301,750+1,480+85%$299.0K$487.3K+$188.3K2026-10-09
Alliance Wealth Advisors, LLC
INCREASED3,2241,393+1,831+131%$238.0K$486.4K+$248.4K2026-10-28
Trueblood Wealth Management, LLC
NEW3,222—+3,222——$486.1K—2026-10-23
Columbia Advisory Partners LLC
NEW3,215—+3,215——$485.0K—2026-10-15
PW Nova Financial Services LLC
INCREASED3,2152,462+753+31%$420.7K$485.0K+$64.4K2026-10-15
Insight Advisors, LLC/ PA
INCREASED3,2032,174+1,029+47%$371.5K$483.2K+$111.8K2026-10-22
Visionary Horizons, LLC
INCREASED3,1852,407+778+32%$411.4K$480.6K+$69.2K2026-10-22
TrueWealth Advisors, LLC
NEW3,184—+3,184——$480.3K—2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED3,1742,006+1,168+58%$342.7K$478.8K+$136.1K2026-11-02
Highline Wealth Partners LLC
INCREASED3,1711,288+1,883+146%$220.1K$478.4K+$258.3K2026-10-19
Valley Brook Capital Group, Inc.
INCREASED3,1713,022+149+5%$516.3K$478.4K-$38.0K2026-10-26
Howard Financial Services, Ltd.
NEW3,161—+3,161——$476.9K—2026-10-15
DT Investment Partners, LLC
INCREASED3,112706+2,406+341%$120.6K$469.5K+$348.8K2026-10-27
Kachkovsky & Fisher, Inc.
NEW3,109—+3,109——$469.0K—2026-10-21
Oarsman Capital, Inc.
NEW3,096—+3,096——$467.1K—2026-11-05
Sagace Wealth Management LLC
NEW3,072—+3,072——$463.4K—2026-10-28
Markowski Investments
NEW3,064—+3,064——$462.2K—2026-10-30
MCF Advisors LLC
INCREASED3,0632,506+557+22%$428.2K$462.1K+$34.0K2026-10-28
Advisor Resource Council
NEW3,058—+3,058——$523.2K—2026-11-05
Foresight Capital Management Advisors, Inc.
NEW3,057—+3,057——$461.2K—2026-10-27
PDS Planning, Inc
INCREASED3,0571,428+1,629+114%$244.0K$461.2K+$217.2K2026-11-03
Purus Wealth Management, LLC
NEW3,052—+3,052——$460.4K—2026-10-15
Advisory Solutions Group, LLC
NEW3,031—+3,031——$457.2K—2026-10-14
CFS Investment Advisory Services, LLC
NEW3,030—+3,030——$520.9K—2026-10-19
Halbert Hargrove Global Advisors, LLC
INCREASED3,02929+3,000+10345%$4.9K$456.9K+$452.0K2026-10-16
Glenview Trust Co
INCREASED3,0291,411+1,618+115%$241.1K$457.0K+$215.9K2026-10-28
Investment Management Corp
NEW3,027—+3,027——$456.7K—2026-11-03
BostonPremier Wealth LLC
NEW3,021—+3,021——$455.7K—2026-10-16
BXM Wealth LLC
NEW3,020—+3,020——$455.6K—2026-11-03
Sutton Place Investors LLC
NEW3,011—+3,011——$454.2K—2026-10-20
Mountain Capital Investment Advisors Inc.
INCREASED3,0081,941+1,067+55%$331.6K$453.7K+$122.1K2026-11-06
CFM Wealth Partners LLC
NEW2,999—+2,999——$452.4K—2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED2,9831,605+1,378+86%$274.2K$450.0K+$175.8K2026-10-28
Allegheny Financial Group
NEW2,978—+2,978——$449.4K—2026-11-05
Masterinvest Kapitalanlage GmbH
NEW2,974—+2,974——$448.7K—2026-11-03
Accelerate Investment Advisors LLC
INCREASED2,9721,516+1,456+96%$259.0K$448.4K+$189.4K2026-11-02
Vicus Capital
NEW2,971—+2,971——$448.2K—2026-11-05
North Star Investment Management Corp.
INCREASED2,969819+2,150+263%$139.9K$447.8K+$307.9K2026-10-27
Ascent Wealth Partners, LLC
INCREASED2,9681,726+1,242+72%$294.9K$447.8K+$152.8K2026-10-23
Formuepleje A/S
NEW2,967—+2,967——$447.6K—2026-10-15
Acumen Wealth Advisors, LLC
INCREASED2,96518+2,947+16372%$3.1K$447.3K+$444.2K2026-11-05
Trek Financial, LLC
INCREASED2,9522,346+606+26%$400.8K$445.3K+$44.5K2026-10-29
Next Level Wealth Planning, LLC
INCREASED2,9492,298+651+28%$392.6K$444.9K+$52.3K2026-10-29
James J. Burns & Company, LLC
NEW2,942—+2,942——$443.8K—2026-10-22
Winthrop Advisory Group LLC
INCREASED2,9351,977+958+48%$337.8K$442.8K+$105.0K2026-10-22
Finer Wealth Management, Inc.
INCREASED2,9272,388+539+23%$408.0K$441.6K+$33.6K2026-10-16
New Wave Wealth Advisors LLC
NEW2,911—+2,911——$455.6K—2026-10-19
Olistico Wealth, LLC
NEW2,906—+2,906——$438.4K—2026-10-05
Kathmere Capital Management, LLC
NEW2,905—+2,905——$438.2K—2026-10-20
TCI Wealth Advisors, Inc.
NEW2,904—+2,904——$438.2K—2026-10-30
Dale Q Rice Investment Management Ltd
NEW2,900—+2,900——$437.5K—2026-10-09
Syntegra Private Wealth Group, LLC
NEW2,892—+2,892——$436.3K—2026-10-13
Concord Wealth Partners
INCREASED2,887503+2,384+474%$85.9K$435.5K+$349.7K2026-11-02
Kesler, Norman & Wride, LLC
NEW2,865—+2,865——$432.2K—2026-11-06
Traphagen Investment Advisors LLC
NEW2,857—+2,857——$431.0K—2026-10-14
Fermata Advisors, LLC
NEW2,852—+2,852——$430.3K—2026-10-13
Toth Financial Advisory Corp
INCREASED2,8471,011+1,836+182%$172.7K$429.5K+$256.8K2026-10-08
Collaborative Fund Advisors, LLC
INCREASED2,8421,400+1,442+103%$239.2K$428.7K+$189.5K2026-11-02
Philadelphia Trust Co
NEW2,839—+2,839——$428—2026-11-05
Ridgecrest Wealth Partners, LLC
INCREASED2,8381,185+1,653+139%$202.5K$428.1K+$225.7K2026-10-19
Capital Management Associates, Inc
INCREASED2,8371,445+1,392+96%$246.9K$428.1K+$181.2K2026-10-20
Seros Financial, LLC
NEW2,831—+2,831——$427.1K—2026-10-21
Goldenstone Wealth Management LLC
NEW2,822—+2,822——$425.7K—2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
INCREASED2,8112,195+616+28%$375.0K$424.1K+$49.0K2026-10-08
Ellis Investment Partners, LLC
INCREASED2,8022,488+314+13%$425.1K$422.8K-$2.3K2026-10-21
BOS Asset Management, LLC
DECREASED2,7983,250-452-14%$555.3K$422.1K-$133.2K2026-10-09
William Mack & Associates, Inc.
NEW2,795—+2,795——$421.7K—2026-10-27
Tannin Capital LLC
INCREASED2,7922,771+21+1%$473.5K$421.2K-$52.3K2026-11-05
Appalachian Capital Management Ltd
NEW2,791—+2,791——$421.1K—2026-10-14
Zega Investments, LLC
NEW2,784—+2,784——$420.0K—2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED2,7812,263+518+23%$386.7K$419.5K+$32.9K2026-10-28
Lynx Investment Advisory
NEW2,775—+2,775——$418.6K—2026-10-27
Woodward Financial Advisors, Inc.
NEW2,756—+2,756——$415.8K—2026-10-19
Sentinel Trust Co LBA
NEW2,736—+2,736——$413—2026-11-03
Warm Springs Advisors Inc.
NEW2,728—+2,728——$411.5K—2026-10-28
Fonville Wealth Management LLC
INCREASED2,7192,620+99+4%$447.7K$410.2K-$37.5K2026-10-28
Hudock, Inc.
NEW2,714—+2,714——$409.5K—2026-10-14
Pachira Investments Inc.
NEW2,701—+2,701——$407.5K—2026-10-14
Plancorp, LLC
INCREASED2,7012,289+412+18%$318.5K$363.8K+$45.3K2026-11-03
Center for Financial Planning, Inc.
INCREASED2,688530+2,158+407%$90.6K$405.5K+$315.0K2026-10-26
Kraft, Davis & Associates, LLC
NEW2,658—+2,658——$392.0K—2026-10-21
Torray Investment Partners LLC
NEW2,650—+2,650——$399.8K—2026-10-30
Smith Shellnut Wilson LLC
NEW2,640—+2,640——$398.3K—2026-10-21
XXI Wealth, LLC
NEW2,632—+2,632——$397.1K—2026-10-22
Birch Financial Group, LLC
INCREASED2,6152,379+236+10%$406.5K$394.3K-$12.2K2026-10-27
Manchester Financial Inc
INCREASED2,6072,439+168+7%$416.7K$393.2K-$23.5K2026-10-15
S.A. Mason LLC
INCREASED2,6031,308+1,295+99%$223.5K$392.7K+$169.2K2026-10-13
PFG Private Wealth Management, LLC
INCREASED2,6021,968+634+32%$336.2K$392.5K+$56.3K2026-10-15
AtlasMark Financial, Inc
UNCHANGED2,6002,60000%$444.2K$392.2K-$52.0K2026-10-13
Stone House Investment Management, LLC
INCREASED2,5892,250+339+15%$384.4K$390.6K+$6.2K2026-10-23
Focused Wealth Management, Inc
NEW2,586—+2,586——$390.1K—2026-10-30
NovaPoint Capital, LLC
NEW2,586—+2,586——$390.1K—2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED2,586160+2,426+1516%$27.3K$390.1K+$362.8K2026-10-15
GK Wealth Management LLC
NEW2,576—+2,576——$388.6K—2026-10-09
Joel Isaacson & Co., LLC
NEW2,571—+2,571——$387.9K—2026-11-05
Rossmore Private Capital
NEW2,558—+2,558——$385.9K—2026-10-27
Box Hill Private Wealth LLC
NEW2,553—+2,553——$385.1K—2026-10-05
Bernzott Capital Advisors
NEW2,550—+2,550——$384.7K—2026-10-29
Burns J W & Co Inc
NEW2,543—+2,543——$383.6K—2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
NEW2,543—+2,543——$375.8K—2026-10-21
Arch Global Advisors, LLC
NEW2,541—+2,541——$383.3K—2026-10-23
Oslo Pensjonsforsikring AS
NEW2,518—+2,518——$379.9K—2026-10-15
Whitener Capital Management, Inc.
NEW2,515—+2,515——$379.4K—2026-10-15
Atticus Wealth Management, LLC
NEW2,508—+2,508——$378.4K—2026-10-20
Towerpoint Wealth, LLC
NEW2,507—+2,507——$378.2K—2026-10-13
Patten Group, Inc.
NEW2,506—+2,506——$378.1K—2026-10-26
TT International Asset Management LTD
NEW2,500—+2,500——$377.2K—2026-10-30
Tiller Private Wealth, Inc.
NEW2,493—+2,493——$376.1K—2026-10-26
ADE, LLC
INCREASED2,4891,832+657+36%$313.0K$375.5K+$62.5K2026-10-29
Costello Asset Management, Inc
INCREASED2,4861,723+763+44%$294.4K$375.0K+$80.6K2026-10-30
Shepherd Financial Partners LLC
NEW2,475—+2,475——$373.4K—2026-11-03
Fourpath Capital Management, LLC
INCREASED2,4742,388+86+4%$408.0K$373.2K-$34.8K2026-10-19
Family Capital Management, Inc.
NEW2,468—+2,468——$372.4K—2026-11-03
Cordgrass Capital Advisors, LLC
NEW2,459—+2,459——$371.0K—2026-10-30
XML Financial, LLC
INCREASED2,4321,195+1,237+104%$204.2K$366.9K+$162.7K2026-10-29
Salem Investment Counselors Inc
INCREASED2,4252,210+215+10%$377.6K$365.8K-$11.8K2026-10-13
N10 Wealth, LLC
INCREASED2,4021,228+1,174+96%$209.8K$362.4K+$152.6K2026-10-14
First Premier Bank
NEW2,400—+2,400——$362—2026-10-13
Financial Solutions Advisory Group, Inc.
NEW2,400—+2,400——$350.5K—2026-10-28
Dominguez Wealth Management Solutions, Inc.
INCREASED2,3902,208+182+8%$377.3K$360.6K-$16.7K2026-10-07
Legacy Capital Wealth Partners, LLC
INCREASED2,3891,918+471+25%$327.7K$360.4K+$32.7K2026-10-21
Bryn Mawr Trust Advisors, LLC
NEW2,386—+2,386——$359.9K—2026-11-04
WMS Group LLC
NEW2,381—+2,381——$359.2K—2026-11-06
Lauer Wealth, LLC
INCREASED2,3812,060+321+16%$280.3K$382.3K+$102.0K2026-10-13
Facet Wealth, Inc.
NEW2,380—+2,380——$359.0K—2026-11-04
Aletheian Wealth Advisors LLC
NEW2,378—+2,378——$358.7K—2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED2,371520+1,851+356%$88.8K$357.7K+$268.8K2026-10-14
MW Advisory, LLC
INCREASED2,3692,293+76+3%$391.8K$357.4K-$34.4K2026-10-19
Kingsbury Capital Investment Advisors LLC
INCREASED2,3461,345+1,001+74%$229.8K$353.9K+$124.1K2026-10-20
Apeiron RIA LLC
NEW2,329—+2,329——$344.9K—2026-10-08
Summit Financial Strategies, Inc.
NEW2,327—+2,327——$351.1K—2026-10-14
Avant Financial Advisors LLC
NEW2,299—+2,299——$346.8K—2026-11-02
Dimensional Fund Advisors LP
NEW2,293—+2,293——$345.9K—2026-11-04
Hoey Investments, Inc
INCREASED2,292200+2,092+1046%$34.2K$345.8K+$311.6K2026-10-29
McGuire Investment Group, LLC
INCREASED2,2901,538+752+49%$262.8K$345.5K+$82.7K2026-10-23
Retirement Guys Formula LLC
NEW2,289—+2,289——$345.3K—2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED2,2891,786+503+28%$305.2K$345.3K+$40.2K2026-10-15
Darden Wealth Group Inc
NEW2,287—+2,287——$345.0K—2026-11-06
Trust Co of Toledo NA
INCREASED2,284252+2,032+806%$43.1K$344.6K+$301.5K2026-10-16
Clear Harbor Asset Management, LLC
NEW2,282—+2,282——$344.3K—2026-11-05
Catalyst Capital Advisors LLC
DECREASED2,28013,550-11,270-83%$2.3M$344.0K-$2.0M2026-11-02
Grove Bank & Trust
NEW2,277—+2,277——$343.5K—2026-10-08
August Group Capital Ltd
NEW2,274—+2,274——$342.9K—2026-10-14
Legacy Wealth Partners, LLC
INCREASED2,2731,469+804+55%$251.0K$342.9K+$91.9K2026-10-15
Blodgett Wealth Advisors, LLC
INCREASED2,2721,795+477+27%$306.7K$342.8K+$36.1K2026-10-23
SevenBridge Financial Group, LLC
NEW2,271—+2,271——$335.6K—2026-10-26
BlueSky Wealth Advisors, LLC
NEW2,270—+2,270——$342.5K—2026-10-29
E&G Advisors, LLC
INCREASED2,2651,751+514+29%$299.2K$341.7K+$42.5K2026-10-13
SLT Holdings LLC
INCREASED2,2651,825+440+24%$311.8K$341.7K+$29.9K2026-10-15
Balance Wealth Partners LLC
INCREASED2,2612,140+121+6%$365.7K$341.1K-$24.6K2026-10-27
Gilpin Wealth Management, LLC
INCREASED2,2582,216+42+2%$378.6K$340.6K-$38.0K2026-10-09
Southern Financial Group, LLC
INCREASED2,2481,678+570+34%$286.8K$339.2K+$52.4K2026-10-30
Unique Wealth, LLC
NEW2,247—+2,247——$339.0K—2026-10-16
Souders Financial Advisors
INCREASED2,2411,302+939+72%$222.5K$338.1K+$115.6K2026-11-03
Q Fund Management (Hong Kong) Ltd
NEW2,230—+2,230——$336.4K—2026-10-14
Mcdonald Partners LLC
NEW2,220—+2,220——$334.9K—2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
NEW2,213—+2,213——$333.9K—2026-10-09
Revisor Wealth Management LLC
NEW2,213—+2,213——$327.2K—2026-10-20
Paragon Capital Management Ltd
NEW2,213—+2,213——$333.9K—2026-10-09
First Horizon Corp
DECREASED2,2125,090-2,878-57%$869.7K$333.7K-$536.0K2026-10-26
Independence Wealth Advisors, LLC
NEW2,209—+2,209——$333.2K—2026-10-29
Naples Global Advisors, LLC
NEW2,209—+2,209——$333.3K—2026-11-05
LVZ, Inc.
NEW2,206—+2,206——$332.8K—2026-10-20
Premier Path Wealth Partners, LLC
INCREASED2,2031,481+722+49%$253.0K$332.3K+$79.3K2026-10-16
SVB Wealth LLC
NEW2,195—+2,195——$331.1K—2026-11-06
Stackstone Wealth, LLC
NEW2,192—+2,192——$330.7K—2026-10-19
Friday Financial
NEW2,191—+2,191——$324.4K—2026-10-09
Benin Management Corp
DECREASED2,1902,209-19-1%$377.4K$330.4K-$47.0K2026-10-22
bLong Financial, LLC
NEW2,178—+2,178——$328.6K—2026-10-29
Enclave Advisors LLC
NEW2,176—+2,176——$328.3K—2026-10-14
Rockland Trust Co
NEW2,165—+2,165——$326.6K—2026-10-05
RFG Holdings, Inc.
INCREASED2,1532,020+133+7%$345.1K$324.8K-$20.3K2026-10-30
Northwest Wealth Advisors, LLC
INCREASED2,1361,904+232+12%$325.3K$322.2K-$3.1K2026-11-02
Fearless Solutions, LLC dba Best Invest
NEW2,135—+2,135——$322.1K—2026-10-14
LifeSteps Financial, Inc.
INCREASED2,135645+1,490+231%$110.2K$322.0K+$211.8K2026-10-15
McElhenny Sheffield Capital Management, LLC
DECREASED2,1352,365-230-10%$404.1K$322.1K-$82.0K2026-11-06
Vaquero Private Wealth, LTD
NEW2,129—+2,129——$321.2K—2026-10-27
CLG LLC
NEW2,128—+2,128——$321.0K—2026-10-13
jvl associates llc
NEW2,127—+2,127——$320.9K—2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED2,12765+2,062+3172%$11.1K$320.9K+$309.8K2026-10-26
First Financial Bank - Trust Division
NEW2,118—+2,118——$319.5K—2026-10-01
Jacobs & Co
INCREASED2,1171,906+211+11%$325$319-$62026-10-09
Smith Thornton Advisors LLC
NEW2,114—+2,114——$319.0K—2026-10-16
Sun Group Wealth Partners
INCREASED2,1122,097+15+1%$358.3K$318.6K-$39.7K2026-10-26
Fishman JAY A LTD
NEW2,104—+2,104——$317.4K—2026-10-26
Kestra Investment Management, LLC
NEW2,093—+2,093——$315.8K—2026-11-04
Belvedere Trading LLC
NEW2,092—+2,092——$315.6K—2026-11-05
Colton Groome Financial Advisors, LLC
NEW2,091—+2,091——$315.4K—2026-10-06
Town Capital LLC
NEW2,082—+2,082——$314.1K—2026-11-03
Philip James Wealth Mangement, LLC
INCREASED2,0821,324+758+57%$226.2K$314.1K+$87.9K2026-10-27
Nicholas Hoffman & Company, Llc.
NEW2,081—+2,081——$313.9K—2026-10-30
Davidson Kahn Capital Management, LLC
NEW2,081—+2,081——$313.9K—2026-10-26
Aprio Wealth Management, LLC
NEW2,068—+2,068——$312.0K—2026-10-28
Samalin Investment Counsel, LLC
NEW2,063—+2,063——$311.2K—2026-10-23
Birch Hill Investment Advisors LLC
NEW2,050—+2,050——$309.3K—2026-10-16
Cahaba Wealth Management, Inc.
NEW2,045—+2,045——$308.5K—2026-10-26
WealthTrust Asset Management, LLC
NEW2,041—+2,041——$307.9K—2026-10-22
Inspirion Wealth Advisors, LLC
NEW2,040—+2,040——$307.8K—2026-10-09
Waterway Wealth Management, LLC
NEW2,039—+2,039——$307.6K—2026-10-28
Providence First Trust Co
NEW2,038—+2,038——$307.5K—2026-11-02
Athena Wealth Management, LLC
UNCHANGED2,0352,03500%$347.7K$307.0K-$40.7K2026-10-09
Point Windward Advisors Inc.
NEW2,033—+2,033——$306.7K—2026-11-06
Financial Management Professionals, Inc.
INCREASED2,020585+1,435+245%$100.0K$304.7K+$204.7K2026-10-23
Fortitude Financial, LLC
INCREASED2,0161,295+721+56%$221.3K$304.1K+$82.9K2026-10-19
Pekin Hardy Strauss, Inc.
INCREASED2,0161,425+591+41%$243.5K$304.1K+$60.7K2026-11-02
TBH Global Asset Management, LLC
DECREASED2,0132,607-594-23%$445.4K$303.6K-$141.8K2026-11-03
Artesa Financial Group, LLC
NEW2,006—+2,006——$302.6K—2026-10-29
Private Client Services, LLC
NEW2,005—+2,005——$302.5K—2026-10-02
Noesis Capital Mangement Corp
NEW2,001—+2,001——$301.9K—2026-10-26
Cohen Investment Advisors LLC
NEW2,001—+2,001——$301.9K—2026-10-20
DB Fitzpatrick & Co, Inc
NEW2,000—+2,000——$301.7K—2026-10-19
Cross Staff Investments Inc
NEW2,000—+2,000——$301.7K—2026-10-22
NBT Bank, N.A.
INCREASED2,000100+1,900+1900%$17.1K$301.7K+$284.6K2026-10-21
Evolution Wealth Management Inc.
INCREASED1,998443+1,555+351%$75.7K$301.4K+$225.7K2026-10-28
Clay Northam Wealth Management, LLC
NEW1,989—+1,989——$300.1K—2026-10-13
Pacific Sage Partners, LLC
NEW1,989—+1,989——$300.1K—2026-10-21
J. Team Financial, Inc.
NEW1,986—+1,986——$299.6K—2026-11-03
Cedar Mountain Advisors, LLC
NEW1,977—+1,977——$298.3K—2026-10-15
Weaver Capital Management LLC
NEW1,976—+1,976——$298.1K—2026-10-15
BCS Wealth Management
INCREASED1,9761,416+560+40%$241.9K$298.1K+$56.2K2026-11-03
Sims Investment Management, LLC
INCREASED1,96613+1,953+15023%$2.2K$296.6K+$294.4K2026-10-13
GAM Holding AG
NEW1,964—+1,964——$296.3K—2026-11-03
Avaii Wealth Management, LLC
NEW1,964—+1,964——$312.3K—2026-10-09
Kennedy Investment Group, Inc.
NEW1,961—+1,961——$295.8K—2026-10-21
Split Rock Private Trading & Wealth Management, LLC
NEW1,957—+1,957——$295.3K—2026-10-15
United Capital Management of KS, Inc.
INCREASED1,9571,379+578+42%$235.6K$295.2K+$59.6K2026-11-04
Richard P Slaughter Associates Inc
INCREASED1,9541,234+720+58%$210.8K$294.7K+$83.9K2026-10-13
LCM Capital Management Inc
INCREASED1,9431,626+317+20%$277.8K$293.1K+$15.3K2026-10-20
True North Advisors, LLC
NEW1,942—+1,942——$293.0K—2026-10-22
Melfa Wealth Management, Inc.
INCREASED1,9351,750+185+11%$299.0K$291.9K-$7.1K2026-11-06
Cooper Capital Advisors LLC
INCREASED1,9341,204+730+61%$205.7K$291.8K+$86.1K2026-10-29
Benchmark Financial Wealth Advisors, LLC
DECREASED1,9302,939-1,009-34%$502.1K$291.1K-$211.0K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED1,9291,072+857+80%$183.2K$291.0K+$107.8K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED1,9221,534+388+25%$262.1K$290.0K+$27.9K2026-10-29
Nova Financial LLC
NEW1,914—+1,914——$288.7K—2026-11-04
Kelleher Financial Advisors
DECREASED1,9082,526-618-24%$431.6K$287.8K-$143.8K2026-10-30
Relyea Zuckerberg Hanson LLC
DECREASED1,9063,689-1,783-48%$630.3K$287.5K-$342.8K2026-10-20
Income Insurance Ltd
INCREASED1,9001,600+300+19%$273.4K$286.6K+$13.3K2026-10-21
Viewpoint Capital Management LLC
NEW1,899—+1,899——$286.5K—2026-10-27
Factory Mutual Insurance Co
NEW1,896—+1,896——$286.0K—2026-10-30
truNorth Financial Services, Inc.
NEW1,892—+1,892——$285.4K—2026-11-06
Ledyard National Bank
NEW1,879—+1,879——$283.5K—2026-10-21
Chapin Davis, Inc.
NEW1,875—+1,875——$282.9K—2026-10-09
Legacy Financial Group, Inc.
NEW1,875—+1,875——$282.9K—2026-10-21
Cannon Financial Strategists, Inc.
INCREASED1,8721,851+21+1%$316.3K$282.4K-$33.9K2026-10-19
SJS Investment Consulting Inc.
INCREASED1,8621,675+187+11%$286.2K$280.9K-$5.3K2026-10-26
HCR Wealth Advisors
NEW1,853—+1,853——$279.5K—2026-10-15
Silverlake Wealth Management LLC
NEW1,844—+1,844——$278.2K—2026-10-21
Aurora Private Wealth, Inc.
INCREASED1,8431,269+574+45%$217$278+$612026-10-20
Waterfront Wealth Inc.
NEW1,841—+1,841——$269.4K—2026-11-03
Burney Co/
INCREASED1,8351,393+442+32%$238.0K$276.8K+$38.8K2026-10-15
Financial Guidance Group, Inc.
NEW1,832—+1,832——$276.4K—2026-10-21
Semus Wealth Partners LLC
NEW1,831—+1,831——$276.2K—2026-10-22
Tortuga Wealth Management, Inc
NEW1,827—+1,827——$275.6K—2026-10-27
Blackston Financial Advisory Group, LLC
INCREASED1,8171,458+359+25%$249.1K$274.1K+$25.0K2026-11-04
Zinnia Wealth Advisory, LLC
NEW1,810—+1,810——$273.1K—2026-11-06
B&D White Capital Company, LLC
DECREASED1,8007,700-5,900-77%$1.3M$271.5K-$1.0M2026-11-02
Cerro Pacific Wealth Advisors LLC
NEW1,798—+1,798——$271.2K—2026-10-22
Petros Family Wealth, LLC
NEW1,797—+1,797——$271.1K—2026-10-28
Garde Capital, Inc.
NEW1,795—+1,795——$270.8K—2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,7922,692-900-33%$459.4K$270.3K-$189.1K2026-10-21
Grant Street Asset Management, Inc.
NEW1,788—+1,788——$269.7K—2026-10-26
Dillon & Associates Inc
NEW1,781—+1,781——$269—2026-10-22
Lighthouse Wealth Management Inc.
NEW1,780—+1,780——$268.5K—2026-10-13
Acropolis Investment Management, LLC
NEW1,776—+1,776——$267.9K—2026-10-08
Fairscale Capital, LLC
INCREASED1,77614+1,762+12586%$2.4K$239.3K+$236.9K2026-11-04
Collaborative Wealth Managment Inc.
NEW1,757—+1,757——$265.1K—2026-11-06
Woodley Farra Manion Portfolio Management Inc
NEW1,753—+1,753——$264.5K—2026-11-05
Pacific Capital Wealth Advisors, Inc.
NEW1,745—+1,745——$263.2K—2026-10-22
PPS&V Asset Management Consultants, Inc.
NEW1,743—+1,743——$262.9K—2026-10-06
Ridgeline Wealth Planning, LLC
NEW1,739—+1,739——$262.3K—2026-10-29
Alessandra Capital Management, LLC
NEW1,738—+1,738——$262.2K—2026-10-30
Bensler, LLC
NEW1,730—+1,730——$261.0K—2026-11-05
Tortoise Investment Management, LLC
NEW1,726—+1,726——$260.4K—2026-11-06
Formidable Asset Management, LLC
NEW1,725—+1,725——$294.7K—2026-11-03
FAI Advisors, Inc.
NEW1,714—+1,714——$258.6K—2026-10-27
Keyes, Stange & Wooten Wealth Management, LLC
NEW1,711—+1,711——$258.1K—2026-11-03
Blue Capital, Inc.
NEW1,708—+1,708——$257.7K—2026-10-13
Childress Capital Advisors, LLC
NEW1,707—+1,707——$257.5K—2026-10-28
Armstrong Advisory Group, Inc
INCREASED1,6981,129+569+50%$192.9K$256.2K+$63.3K2026-10-09
Dedeker Financial LLC
INCREASED1,6971,572+125+8%$268.6K$256.0K-$12.6K2026-10-23
1900 Wealth Management LLC
NEW1,696—+1,696——$255.9K—2026-10-13
Purkiss Capital Advisors LLC
NEW1,692—+1,692——$255.3K—2026-11-06
Guardian Asset Advisors, LLC
INCREASED1,6911,630+61+4%$278.5K$255.1K-$23.4K2026-10-16
Telos Capital Management, Inc.
NEW1,683—+1,683——$253.8K—2026-11-02
Wealthcare Capital Partners, LLC
INCREASED1,6831,250+433+35%$213.6K$253.9K+$40.3K2026-10-21
Targeted Financial Services LLC
NEW1,680—+1,680——$253.4K—2026-10-19
Fragasso Financial Advisors Inc
NEW1,676—+1,676——$272.5K—2026-10-13
Phraction Management LLC
NEW1,675—+1,675——$252.7K—2026-10-14
Harrell Investment Partners, LLC
NEW1,674—+1,674——$252.5K—2026-10-15
Equitable Trust Co
NEW1,674—+1,674——$252.5K—2026-10-13
Greenleaf Trust
DECREASED1,6691,710-41-2%$292.2K$251.8K-$40.4K2026-10-29
CapWealth Advisors, LLC
NEW1,665—+1,665——$251.2K—2026-10-05
Clearwave Capital, LLC
NEW1,662—+1,662——$250.7K—2026-10-27
Demars Financial Group, LLC
NEW1,656—+1,656——$249.8K—2026-10-22
Curated Wealth Partners LLC
NEW1,651—+1,651——$249.1K—2026-10-15
Northeast Investment Management
NEW1,650—+1,650——$248.9K—2026-10-30
GFG Capital, LLC
NEW1,645—+1,645——$248.2K—2026-10-16
Crown Wealth Group, LLC
NEW1,643—+1,643——$247.9K—2026-10-19
Oxler Private Wealth LLC
UNCHANGED1,6401,64000%$280.2K$247.4K-$32.8K2026-10-21
Fortress Financial Solutions, LLC
NEW1,639—+1,639——$247.3K—2026-10-14
Financial Partners Group, Inc
NEW1,639—+1,639——$247.2K—2026-10-19
Mengis Capital Management, Inc.
NEW1,628—+1,628——$245.6K—2026-10-13
Fiduciary Financial Group, LLC
NEW1,624—+1,624——$245.0K—2026-10-13
Archer Investment Corp
INCREASED1,624245+1,379+563%$41.9K$244.9K+$203.1K2026-11-05
Retirement Solution LLC
NEW1,620—+1,620——$244.3K—2026-10-27
Herold Advisors, Inc.
INCREASED1,6081,205+403+33%$208.0K$242.6K+$34.6K2026-10-19
Park Capital Management, LLC / WI
NEW1,599—+1,599——$241.3K—2026-10-13
Optima Capital LLC
NEW1,599—+1,599——$241.2K—2026-10-29
Stablepoint Partners, LLC
NEW1,595—+1,595——$240.6K—2026-11-03
Clark Financial Services Group Inc
INCREASED1,5891,416+173+12%$242.0K$239.6K-$2.4K2026-10-19
Focused Alpha, LLC
INCREASED1,5851,215+370+30%$207.6K$239.1K+$31.5K2026-10-20
Genesee Capital Advisors, LLC
NEW1,584—+1,584——$239.0K—2026-10-20
Weinberger Asset Management, Inc
NEW1,578—+1,578——$238.1K—2026-10-28
Sunburst Financial Group, LLC
NEW1,575—+1,575——$237.6K—2026-10-09
International Private Wealth Advisors LLC
NEW1,571—+1,571——$237.2K—2026-11-05
Wedge Capital Management L L P
INCREASED1,5581,422+136+10%$243.0K$235.0K-$7.9K2026-10-13
AAF Wealth Management, LLC
NEW1,555—+1,555——$234.6K—2026-10-28
Global Wealth Strategies & Associates
NEW1,554—+1,554——$234.5K—2026-10-02
Droms Strauss Advisors Inc
NEW1,554—+1,554——$234.4K—2026-11-03
Ethic Inc.
NEW1,549—+1,549——$233.7K—2026-11-03
First Financial Group Corp
NEW1,538—+1,538——$232.0K—2026-10-22
Stone Wealth Partners
NEW1,536—+1,536——$230.5K—2026-11-05
Miller Wealth Advisors, LLC
DECREASED1,5351,546-11-1%$264.2K$231.6K-$32.6K2026-11-02
Marathon Wealth Advisors LLC
NEW1,533—+1,533——$231.3K—2026-11-04
Great Waters Wealth Management
NEW1,522—+1,522——$229.6K—2026-10-07
Thrive Capital Management, LLC
NEW1,521—+1,521——$229.5K—2026-10-28
BankPlus Trust Department
INCREASED1,5171,220+297+24%$208.4K$228.9K+$20.4K2026-11-06
Maltin Wealth Management, Inc.
NEW1,512—+1,512——$228.1K—2026-10-13
WealthBridge Capital Management, LLC
NEW1,504—+1,504——$226.9K—2026-10-16
Sky Investment Group LLC
NEW1,502—+1,502——$226.6K—2026-10-30
Liberty Capital Management, Inc.
UNCHANGED1,5001,50000%$256.3K$226.3K-$30.0K2026-11-02
Opal Wealth Advisors, LLC
NEW1,496—+1,496——$225.7K—2026-10-16
Sather Financial Group Inc
NEW1,490—+1,490——$224.9K—2026-10-30
PKS Advisory Services, LLC
UNCHANGED1,4891,48900%$254.2K$254.2K$02026-10-26
Outlook Wealth Advisors, LLC
NEW1,488—+1,488——$224.5K—2026-10-28
Meridian Financial Partners LLC
NEW1,487—+1,487——$221.1K—2026-10-23
Stonebridge Financial Group, LLC
NEW1,487—+1,487——$224.3K—2026-10-01
Black Diamond Financial, LLC
NEW1,483—+1,483——$223.7K—2026-10-26
Evansbrook LLC
NEW1,482—+1,482——$223.6K—2026-10-16
Arthur M. Cohen & Associates, LLC
NEW1,480—+1,480——$223.3K—2026-10-26
Cutler Investment Counsel LLC
NEW1,477—+1,477——$222.8K—2026-10-28
Cora Capital Advisors LLC
INCREASED1,4771,198+279+23%$204.7K$222.8K+$18.1K2026-11-02
Landmark Wealth Management, LLC
NEW1,475—+1,475——$222.5K—2026-11-03
Aldebaran Financial Inc.
NEW1,474—+1,474——$222.4K—2026-11-06
SP Asset Management LLC
DECREASED1,4741,497-23-2%$255.8K$222.4K-$33.5K2026-11-05
Peak Financial Management, Inc.
NEW1,473—+1,473——$222.2K—2026-10-16
Baker Tilly Wealth Management, LLC
NEW1,468—+1,468——$221.4K—2026-10-05
Commerce Advisors, LLC
NEW1,466—+1,466——$221.2K—2026-10-19
ARK & TLK Investments, LLC
NEW1,466—+1,466——$221.2K—2026-10-20
Old Port Advisors
NEW1,462—+1,462——$220.6K—2026-10-23
JFS Wealth Advisors, LLC
DECREASED1,4611,900-439-23%$324.6K$220.4K-$104.2K2026-11-03
Ferguson Shapiro LLC
NEW1,457—+1,457——$219.8K—2026-10-16
Lantz Financial LLC
NEW1,454—+1,454——$219.4K—2026-10-15
City State Bank
INCREASED1,4541,219+235+19%$208.3K$219.4K+$11.1K2026-10-20
TTP Investments, Inc.
NEW1,446—+1,446——$218.1K—2026-10-30
GR Financial Group, LLC
NEW1,446—+1,446——$218.1K—2026-10-27
Decision Investments, Inc
INCREASED1,4431,304+139+11%$222.8K$217.7K-$5.1K2026-10-07
Alterna Wealth Management, Inc
NEW1,438—+1,438——$216.9K—2026-10-27
Instrumental Wealth, LLC
INCREASED1,4361,359+77+6%$232.2K$216.6K-$15.5K2026-10-20
Brandywine OAK Private Wealth LLC
NEW1,435—+1,435——$216.5K—2026-10-23
Thrive Wealth Management, LLC
NEW1,433—+1,433——$216.2K—2026-10-13
Cypress Financial Planning LLC
NEW1,423—+1,423——$214.7K—2026-10-09
Summit Global Investments
NEW1,423—+1,423——$215—2026-10-28
Gimbal Financial
NEW1,415—+1,415——$213.5K—2026-10-19
Atlas Private Wealth Advisors
NEW1,414—+1,414——$213.3K—2026-10-23
Elevated Capital Advisors, LLC
INCREASED1,414529+885+167%$90.4K$213.3K+$122.9K2026-11-04
TCP Asset Management, LLC
NEW1,407—+1,407——$223.7K—2026-10-14
One Wealth Capital Management, LLC
DECREASED1,4042,811-1,407-50%$480.3K$211.8K-$268.5K2026-10-23
Vertrix Wealth Management, LLC
NEW1,401—+1,401——$211.4K—2026-10-13
PUREfi Wealth, LLC
NEW1,393—+1,393——$210.1K—2026-10-19
Hengehold Capital Management LLC
NEW1,389—+1,389——$209.6K—2026-10-16
Center for Wealth Management Advisory
NEW1,385—+1,385——$208.9K—2026-10-23
Forthright Family Wealth Advisory LLC
NEW1,381—+1,381——$208.3K—2026-11-03
Clark Asset Management, LLC
NEW1,380—+1,380——$208.2K—2026-10-19
Hutchens & Kramer Investment Management Group, LLC
NEW1,368—+1,368——$206.4K—2026-10-16
Parr Mcknight Wealth Management Group, LLC
NEW1,363—+1,363——$205.6K—2026-10-30
LJI Wealth Management, LLC
NEW1,357—+1,357——$204.7K—2026-10-28
Crane Advisory, LLC
NEW1,352—+1,352——$231.3K—2026-10-13
Pioneer Family Office, LLC
INCREASED1,34970+1,279+1827%$12.0K$203.6K+$191.6K2026-10-30
Rydar Equities, Inc.
NEW1,344—+1,344——$225.3K—2026-10-13
Succession Financial, Inc.
INCREASED1,3391,320+19+1%$225.5K$201.9K-$23.6K2026-10-14
Alpha Wealth Funds, LLC
DECREASED1,3371,385-48-3%$236.6K$201.6K-$34.9K2026-11-05
Boston Standard Wealth Management, LLC
NEW1,334—+1,334——$201.2K—2026-10-07
Edge Wealth Management LLC
NEW1,333—+1,333——$201.9K—2026-10-13
Lpwm LLC
NEW1,329—+1,329——$200.5K—2026-10-20
Omnitrust Wealth Management, Inc
NEW1,328—+1,328——$200.3K—2026-11-02
Financial Advisory Corp
INCREASED1,3281,277+51+4%$218.2K$200.3K-$17.8K2026-10-14
Kellett Wealth Advisors, LLC
NEW1,326—+1,326——$200.1K—2026-10-15
Cooper S Advisors, LLC
NEW1,326—+1,326——$200.0K—2026-11-03
Capital Advisors, Ltd. LLC
INCREASED1,3001,212+88+7%$207$196-$112026-10-27
IMG Wealth Management, Inc.
INCREASED1,286212+1,074+507%$36.2K$194.0K+$157.8K2026-10-27
Kingdom Financial Group Llc.
DECREASED1,2858,037-6,752-84%$1.4M$193.9K-$1.2M2026-11-04
Berbice Capital Management LLC
INCREASED1,28570+1,215+1736%$12.0K$193.9K+$181.9K2026-10-13
Eastern Bank
NEW1,284—+1,284——$193.7K—2026-10-05
GHP Investment Advisors, Inc.
INCREASED1,251943+308+33%$161.1K$188.7K+$27.6K2026-10-15
Beacon Investment Advisory Services, Inc.
INCREASED1,2461,018+228+22%$174.0K$188.0K+$14.0K2026-10-13
Mosley Wealth Management
INCREASED1,234355+879+248%$60.7K$183.4K+$122.7K2026-10-16
First United Bank & Trust
INCREASED1,19560+1,135+1892%$10.3K$180.3K+$170.0K2026-10-22
Burkett Financial Services, LLC
INCREASED1,171411+760+185%$70.2K$176.7K+$106.4K2026-10-01
Smallwood Wealth Investment Management, LLC
INCREASED1,169361+808+224%$61.7K$176.4K+$114.7K2026-10-30
Canton Hathaway, LLC
INCREASED1,1501,010+140+14%$172.6K$173.5K+$9202026-10-23
Elevation Wealth Partners, LLC
INCREASED1,145895+250+28%$152.9K$172.7K+$19.8K2026-10-07
Albion Financial Group
UNCHANGED1,0951,09500%$187.1K$165.2K-$21.9K2026-10-21
Heritage Family Offices, LLP
NEW1,048—+1,048——$158.2K—2026-11-02
Lodestone Wealth Management LLC
INCREASED1,046183+863+472%$31.3K$157.9K+$126.5K2026-10-14
NBH Bank
INCREASED1,034356+678+190%$60.8K$156.0K+$95.2K2026-11-05
Gen-Wealth Partners Inc
INCREASED1,026567+459+81%$96.9K$154.8K+$57.9K2026-11-04
Main Street Group, LTD
INCREASED1,025380+645+170%$64.9K$154.6K+$89.7K2026-10-28
GoalVest Advisory LLC
INCREASED1,01887+931+1070%$14.9K$153.6K+$138.7K2026-10-02
Axxion S.A.
UNCHANGED1,0001,00000%$170.9K$150.9K-$20.0K2026-10-22
WPG Advisers, LLC
DECREASED9661,046-80-8%$178.7K$145.7K-$33.0K2026-10-27
American Capital Advisory, LLC
INCREASED964381+583+153%$65.1K$145.4K+$80.3K2026-10-28
Rossby Financial, LCC
INCREASED958545+413+76%$93.1K$144.5K+$51.4K2026-11-05
Latitude Advisors, LLC
NEW939—+939——$141.7K—2026-10-27
Arlington Trust Co LLC
INCREASED922190+732+385%$32.5K$139.1K+$106.6K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED888641+247+39%$109.6K$134.0K+$24.4K2026-10-20
Comprehensive Financial Planning, Inc.
DECREASED888896-8-1%$153.1K$134.0K-$19.1K2026-10-27
Wilkerson Advisory Group LLC
INCREASED872682+190+28%$116.5K$131.6K+$15.1K2026-10-20
Clearstead Trust, LLC
INCREASED860594+266+45%$101.5K$129.7K+$28.2K2026-11-06
Mizuho Securities Co. Ltd.
NEW840—+840——$126.7K—2026-11-04
Trust Co
INCREASED824455+369+81%$77.7K$124.3K+$46.6K2026-10-09
Hurley Capital, LLC
INCREASED824718+106+15%$122.7K$124.3K+$1.6K2026-11-05
Axiom Investment Management LLC
INCREASED81919+800+4211%$3.2K$123.6K+$120.3K2026-11-03
Adirondack Trust Co
INCREASED801465+336+72%$79.4K$120.8K+$41.4K2026-10-14
ACT Capital Partners, L.P.
NEW800—+800——$120.7K—2026-11-06
Reap Financial Group, LLC
INCREASED795741+54+7%$126.6K$119.9K-$6.7K2026-11-02
Richardson Capital Management LLC
INCREASED793620+173+28%$105.9K$119.6K+$13.7K2026-10-23
Hilton Head Capital Partners, LLC
INCREASED78390+693+770%$15.4K$118.1K+$102.7K2026-10-23
Columbia Asset Management
NEW776—+776——$117.1K—2026-10-19
Kings Path Partners LLC
NEW770—+770——$116.2K—2026-10-21
Peck Wealth Management, LLC
INCREASED755455+300+66%$77.7K$113.9K+$36.2K2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED750700+50+7%$120$113-$72026-10-14
Capital CS Group, LLC
NEW740—+740——$111.6K—2026-10-29
Godsey & Gibb, Inc
INCREASED740349+391+112%$59.6K$111.6K+$52.0K2026-10-14
Planning Strategies Inc.
INCREASED71931+688+2219%$5.3K$108.5K+$103.2K2026-10-02
Wolff Wiese Magana LLC
DECREASED714785-71-9%$134.1K$107.7K-$26.4K2026-10-15
West Paces Advisors Inc.
INCREASED71156+655+1170%$9.6K$107.3K+$97.7K2026-10-13
Pathway Financial Advisers, LLC
NEW708—+708——$106.8K—2026-10-27
Fortitude Family Office, LLC
INCREASED698621+77+12%$106.1K$105.3K-$8042026-10-14
Lloyd Advisory Services, Llc.
INCREASED698635+63+10%$108.5K$105.2K-$3.2K2026-11-02
Asset Planning,Inc
INCREASED671388+283+73%$66.3K$101.2K+$34.9K2026-10-26
Rosenberg Matthew Hamilton
INCREASED667392+275+70%$67.0K$100.6K+$33.6K2026-10-05
Asset Dedication, LLC
INCREASED647301+346+115%$51.5K$97.7K+$46.2K2026-11-03
Old Second National Bank of Aurora
NEW632—+632——$95.3K—2026-10-22
Tradewinds Capital Management, LLC
INCREASED63067+563+840%$11.4K$95.0K+$83.6K2026-10-23
Piscataqua Savings Bank
NEW625—+625——$94.3K—2026-10-21
Adkins Seale Capital Management LLC
INCREASED625235+390+166%$40.2K$94.3K+$54.1K2026-10-27
Raiffeisen Bank International AG
NEW622—+622——$92.8K—2026-10-28
Trellis Wealth Advisors LLC
NEW619—+619——$93.4K—2026-10-19
Bfsg, LLC
INCREASED616271+345+127%$46.3K$92.9K+$46.6K2026-10-30
Wealth Enhancement Trust Services, Inc.
NEW613—+613——$92.5K—2026-10-07
Essential Partners LLC
NEW609—+609——$91.9K—2026-10-14
Vestor Capital, LLC
DECREASED6001,000-400-40%$224$299+$752026-11-04
Hughes Financial Services, LLC
INCREASED59869+529+767%$11.8K$86.0K+$74.3K2026-10-30
Plante Moran Financial Advisors, LLC
INCREASED594385+209+54%$65.8K$89.6K+$23.8K2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED59059000%$100.8K$89.0K-$11.8K2026-10-28
Dhjj Financial Advisors, Ltd.
INCREASED57170+501+716%$12.0K$86.1K+$74.2K2026-10-23
Atwood & Palmer Inc
INCREASED567167+400+240%$28.5K$85.5K+$57.0K2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED557367+190+52%$62.7K$84.0K+$21.3K2026-10-05
Downshift Financial, LLC
INCREASED553440+113+26%$75.1K$83.4K+$8.3K2026-10-13
Mechanics Financial Corp
INCREASED55050+500+1000%$8.5K$83.0K+$74.4K2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED550410+140+34%$70.1K$83.0K+$12.9K2026-11-02
Tompkins Financial Corp
NEW549—+549——$82.8K—2026-10-05
Coston, McIsaac & Partners
DECREASED5431,522-979-64%$259$81.9K+$81.7K2026-11-06
Bullock Wealth Management Group
INCREASED520472+48+10%$74.4K$77.0K+$2.6K2026-10-09
Monetary Solutions, Ltd
INCREASED512511+1+0%$87.3K$77.2K-$10.1K2026-10-22
Princeton Global Asset Management LLC
INCREASED51179+432+547%$13.5K$77.1K+$63.6K2026-10-21
Kentucky Trust Co
INCREASED51020+490+2450%$3.4K$76.9K+$73.5K2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED507467+40+9%$79.8K$76.5K-$3.3K2026-11-02
Financial Perspectives, Inc
INCREASED506200+306+153%$34.2K$76.3K+$42.2K2026-11-03
Blueline Advisors LLC
INCREASED50211+491+4464%$1.9K$75.7K+$73.9K2026-10-15
First Bancorp, Inc
INCREASED49694+402+428%$16.1K$74.8K+$58.8K2026-10-26
IFS Advisors, LLC
DECREASED495550-55-10%$94.0K$74.7K-$19.3K2026-10-14
Oakworth Capital, Inc.
INCREASED483410+73+18%$67.7K$72.9K+$5.2K2026-10-26
Montag A & Associates Inc
INCREASED480256+224+88%$43.8K$72.5K+$28.7K2026-10-29
Western Pacific Wealth Management, LP
INCREASED464230+234+102%$39.3K$70.0K+$30.7K2026-10-16
Bank of New Hampshire
INCREASED450400+50+13%$68.3K$67.9K-$4572026-10-06
Southern Michigan Bank & Trust
UNCHANGED45045000%$76.9K$67.9K-$9.0K2026-10-19
New England Capital Financial Advisors LLC
INCREASED446330+116+35%$56.4K$67.3K+$10.9K2026-11-03
Clean Yield Group
NEW445—+445——$67.1K—2026-10-28
Meriwether Wealth & Planning, LLC
NEW440—+440——$66.4K—2026-10-13
High Point Wealth Management, LLC
NEW435—+435——$65.6K—2026-11-05
Polaris Financial Partners
NEW435—+435——$66—2026-10-02
St. Johns Investment Management Company, LLC
INCREASED435295+140+47%$50.4K$65.6K+$15.2K2026-10-30
Spire Wealth Management
NEW432—+432——$65.2K—2026-10-30
Ares Financial Consulting, LLC
INCREASED431410+21+5%$70.1K$65.0K-$5.0K2026-10-19
Contravisory Investment Management, Inc.
UNCHANGED42842800%$73.1K$64.6K-$8.6K2026-10-13
PFS Partners, LLC
INCREASED418235+183+78%$40.2K$63.1K+$22.9K2026-10-21
First Command Advisory Services, Inc.
INCREASED416333+83+25%$56.9K$62.8K+$5.9K2026-11-05
Hilltop National Bank
NEW413—+413——$62.3K—2026-10-14
Key FInancial Inc
INCREASED406187+219+117%$32.0K$61.2K+$29.3K2026-11-02
Putney Financial Group LLC
NEW400—+400——$60.3K—2026-10-30
Roxbury Financial LLC
NEW394—+394——$59.4K—2026-10-01
Holos Integrated Wealth LLC
INCREASED394200+194+97%$29.9K$58.3K+$28.4K2026-10-23
West Financial Advisors, LLC
INCREASED38959+330+559%$10.1K$58.7K+$48.6K2026-10-22
Financial Consulate, Inc
INCREASED384206+178+86%$35.2K$57.9K+$22.7K2026-10-23
MTM Investment Management, LLC
INCREASED36969+300+435%$11.8K$55.7K+$43.9K2026-10-30
United Financial Planning Group LLC
INCREASED369297+72+24%$50.7K$55.6K+$4.9K2026-11-04
KFG LLC
NEW366—+366——$55.2K—2026-11-02
City Holding Co
INCREASED362277+85+31%$47.3K$54.6K+$7.3K2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED349303+46+15%$51.7K$52.7K+$9552026-10-20
Strategic Advocates LLC
INCREASED345115+230+200%$19.6K$52.0K+$32.4K2026-11-03
Rothwell Investment Advisors, LLC
NEW340—+340——$51.3K—2026-11-06
Pilgrim Partners Asia Pte Ltd
NEW330—+330——$49.8K—2026-10-29
Barrett & Company, Inc.
INCREASED325200+125+63%$34.2K$49.0K+$14.9K2026-10-22
Legacy Bridge, LLC
NEW313—+313——$47.2K—2026-10-28
Centerpoint Advisors, LLC
NEW310—+310——$47—2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED30557+248+435%$9$46+$372026-11-04
Sfam, LLC
INCREASED305266+39+15%$45.4K$46.0K+$5632026-11-03
Hartford Financial Management Inc.
NEW300—+300——$45.3K—2026-10-21
Evermay Wealth Management LLC
UNCHANGED29829800%$50.9K$45.0K-$6.0K2026-11-05
Byrne Asset Management LLC
INCREASED28732+255+797%$5.5K$42.5K+$37.0K2026-10-06
Legacies Wealth LLC
UNCHANGED28728700%$49.0K$43.3K-$5.7K2026-11-02
John Boyer, Inc.
NEW285—+285——$43.0K—2026-10-27
Winthrop Capital Management, LLC
INCREASED27450+224+448%$9$41.3K+$41.3K2026-11-05
Compass Wealth Management LLC
NEW272—+272——$41.0K—2026-10-22
Vima LLC
INCREASED271147+124+84%$25.1K$40.9K+$15.8K2026-10-23
First Pacific Financial
INCREASED26558+207+357%$10.0K$40.0K+$30.1K2026-10-14
Hara Capital LLC
NEW263—+263——$39.7K—2026-10-30
Vermillion Wealth Management, Inc.
DECREASED262800-538-67%$136.7K$39.5K-$97.2K2026-10-26
SRH Advisors, LLC
UNCHANGED26026000%$44.4K$39.2K-$5.2K2026-10-22
North Point Portfolio Managers Corp
NEW259—+259——$39.1K—2026-10-07
POM Investment Strategies, LLC
INCREASED257230+27+12%$39.3K$38.8K-$5272026-10-20
Prudent Man Investment Management, Inc.
NEW256—+256——$38.6K—2026-11-03
James T. Borello RIA
INCREASED246174+72+41%$29.7K$37.1K+$7.4K2026-10-16
Quaker Wealth Management, LLC
INCREASED2428+234+2925%$1.4K$36.5K+$35.1K2026-10-22
Trifecta Capital Advisors, LLC
INCREASED238112+126+113%$19.1K$35.9K+$16.8K2026-10-21
Clark Wealth Partners
INCREASED23477+157+204%$13.2K$35.3K+$22.1K2026-10-19
MJT & Associates Financial Advisory Group, Inc.
NEW224—+224——$33.8K—2026-10-07
Key Capital Management, Inc
INCREASED220213+7+3%$36.4K$33.1K-$3.2K2026-11-03
TFC Financial Management, Inc.
INCREASED217145+72+50%$24.8K$32.7K+$8.0K2026-10-26
Syntax Research, Inc.
INCREASED216155+61+39%$26.5K$32.6K+$6.1K2026-11-04
Burk Holdings LLC
INCREASED21464+150+234%$10.9K$32.3K+$21.3K2026-11-05
Financially Speaking Inc
NEW207—+207——$31.2K—2026-11-05
Community Bank, N.A.
DECREASED205225-20-9%$38.4K$30.9K-$7.5K2026-11-06
Ameliora Wealth Management Ltd.
NEW202—+202——$30.5K—2026-10-23
Carota Wealth Management
NEW200—+200——$30.2K—2026-11-03
Nvest Wealth Strategies, Inc.
NEW200—+200——$30.2K—2026-10-14
Hickory Point Bank & Trust
NEW200—+200——$30.2K—2026-10-01
Maryland Capital Advisors Inc.
NEW200—+200——$30.2K—2026-10-15
Ashurst Perkins Coie Trust Co
NEW200—+200——$30.2K—2026-10-15
Zeit Capital LLC
NEW200—+200——$30.2K—2026-10-19
Global Trust Asset Management, LLC
NEW200—+200——$30.2K—2026-10-19
Vision Financial Markets LLC
NEW200—+200——$30.2K—2026-10-22
NorthAvenue LLC
UNCHANGED20020000%$34.2K$30.2K-$4.0K2026-10-29
Cdkv Holdings LLC
INCREASED199179+20+11%$30.6K$30.0K-$5622026-10-28
MV Capital Management, Inc.
INCREASED191189+2+1%$32.3K$28.8K-$3.5K2026-10-29
Marquette Asset Management, LLC
UNCHANGED19019000%$32.5K$28.7K-$3.8K2026-10-09
Morton Brown Family Wealth, LLC
DECREASED188287-99-34%$49.0K$28.4K-$20.7K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
INCREASED17020+150+750%$3.4K$25.6K+$22.2K2026-10-28
Peterson Wealth Management
INCREASED169111+58+52%$19.0K$25.5K+$6.5K2026-11-06
Friedenthal Financial
INCREASED167100+67+67%$17.1K$25.1K+$8.1K2026-10-27
Decker Retirement Planning Inc.
INCREASED16324+139+579%$4.1K$24.6K+$20.5K2026-10-19
Country Trust Bank
NEW160—+160——$24.1K—2026-10-30
True Wealth Design, LLC
NEW158—+158——$23.8K—2026-10-13
DecisionPoint Financial, LLC
INCREASED157151+6+4%$23.8K$23.2K-$5422026-10-27
1620 Investment Advisors, Inc.
INCREASED155115+40+35%$19.6K$23.4K+$3.7K2026-11-04
Your Advocates Ltd., LLP
NEW154—+154——$23.2K—2026-11-03
Mascoma Wealth Management LLC
DECREASED150175-25-14%$29.9K$22.6K-$7.3K2026-10-23
Fairway Wealth LLC
INCREASED14135+106+303%$6.0K$21.3K+$15.3K2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED14114100%$24.1K$21.3K-$2.8K2026-10-16
Davis Capital Management
INCREASED13296+36+38%$16.4K$19.9K+$3.5K2026-10-08
Rachor Investment Advisory Services, LLC
UNCHANGED13113100%$22.4K$19.8K-$2.6K2026-10-29
10Elms LLP
INCREASED128103+25+24%$17.6K$19.3K+$1.7K2026-11-06
First Community Trust NA
INCREASED12634+92+271%$5.8K$19.0K+$13.2K2026-10-07
IAG Wealth Partners, LLC
INCREASED11592+23+25%$15.7K$17.3K+$1.6K2026-11-06
Bear Mountain Capital, Inc.
NEW110—+110——$16.1K—2026-11-04
Team Financial Group, LLC
NEW109—+109——$16.4K—2026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED10810800%$18.5K$16.3K-$2.2K2026-10-09
West Branch Capital LLC
UNCHANGED10810800%$18.5K$16.3K-$2.2K2026-10-20
MH & Associates Securities Management Corp
UNCHANGED10810800%$18.5K$16.3K-$2.2K2026-10-30
Networth Advisors, LLC
UNCHANGED10510500%$18.0K$15.9K-$2.1K2026-11-03
Kozak & Associates, Inc.
NEW103—+103——$15.0K—2026-10-29
Farmers & Merchants Investments Inc
DECREASED102200-98-49%$34.2K$15.4K-$18.8K2026-10-22
McCarley & Cook Financial Planners
INCREASED1011+100+10000%$171$15.2K+$15.1K2026-10-21
Cornerstone National Bank & Trust Co
NEW100—+100——$14.8K—2026-10-20
Tower Trust & Investment Co
NEW100—+100——$15.1K—2026-10-28
Community Financial Services Group, LLC
NEW100—+100——$14.8K—2026-10-15
Retirement Wealth Solutions LLC
INCREASED10013+87+669%$2.2K$15.1K+$12.9K2026-10-07
Caldwell Trust Co
UNCHANGED10010000%$17.1K$15.1K-$2.0K2026-10-30
CGC Financial Services, LLC
UNCHANGED969600%$16.4K$14.5K-$1.9K2026-10-13
Clayton Financial Group LLC
NEW94—+94——$14.2K—2026-10-13
Investors Research Corp
INCREASED9435+59+169%$6.0K$14.2K+$8.2K2026-10-07
Montgomery Financial Services LLC
INCREASED9260+32+53%$10.3K$13.9K+$3.6K2026-11-03
Beacon Capital Management, Inc.
INCREASED9272+20+28%$12.3K$13.8K+$1.6K2026-10-13
Birchwood Financial Partners, Inc.
NEW90—+90——$13.6K—2026-11-02
Private Wealth Management Group, LLC
UNCHANGED858500%$14.5K$12.8K-$1.7K2026-10-19
Reyes Financial Architecture, Inc.
INCREASED8250+32+64%$8.5K$12.4K+$3.8K2026-10-22
Advocate Investing Services LLC
INCREASED7550+25+50%$8.5K$11.3K+$2.8K2026-10-26
Essential Investment Partners LLC
INCREASED7562+13+21%$10.6K$11.3K+$7222026-10-27
Birchbrook, Inc.
INCREASED7210+62+620%$1.7K$10.9K+$9.2K2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED7030+40+133%$5.1K$10.6K+$5.4K2026-10-23
MB, Levis & Associates, LLC
UNCHANGED707000%$12.0K$10.6K-$1.4K2026-10-16
Covestor Ltd
DECREASED692,034-1,965-97%$348$10-$3382026-10-30
Brown Shipley& Co Ltd
NEW67—+67——$10.1K—2026-10-09
Salomon & Ludwin, LLC
NEW64—+64——$9.7K—2026-10-29
UMB Private Wealth Management, LLC
NEW64—+64——$9.7K—2026-10-19
PayPay Securities Corp
DECREASED62178-116-65%$30.4K$9.4K-$21.1K2026-10-27
Fairman Group, LLC
UNCHANGED626200%$10.6K$9.4K-$1.2K2026-10-26
Bangor Savings Bank
NEW60—+60——$9.1K—2026-10-06
Horizons Wealth Management
NEW55—+55——$8.3K—2026-10-05
Midwest Capital Advisors, LLC
UNCHANGED555500%$9.4K$8.3K-$1.1K2026-11-04
Transce3nd, LLC
NEW52—+52——$8.3K—2026-10-26
First Financial Corp
NEW50—+50——$7.5K—2026-10-13
Northstar Asset Management Co
UNCHANGED484800%$5.5K$7.6K+$2.1K2026-10-22
Pinnacle Bancorp, Inc.
NEW47—+47——$7.1K—2026-10-21
Horizon Financial Services, LLC
NEW45—+45——$6.8K—2026-11-04
Lynch Investment Planning, LLC
NEW44—+44——$6.6K—2026-10-27
Duncker Streett & Co Inc
NEW36—+36——$5.4K—2026-10-27
Louisbourg Investments Inc.
UNCHANGED353500%$6.0K$5.3K-$7002026-10-20
Redwood Park Advisors LLC
INCREASED3420+14+70%$3.4K$5.1K+$1.7K2026-11-02
Dynamic Wealth Strategies, LLC
UNCHANGED313100%$5.3K$4.7K-$6202026-10-16
Thompson Investment Management, Inc.
UNCHANGED242400%$4.1K$3.6K-$4802026-10-14
Pacific Center for Financial Services
UNCHANGED242400%$4.1K$3.6K-$4802026-10-15
Access Investment Management LLC
UNCHANGED232300%$3.9K$3.5K-$4602026-10-23
Investment Research & Advisory Group, Inc.
INCREASED212+19+950%$342$6.2K+$5.8K2026-10-19
Bank & Trust Co
NEW20—+20——$3.0K—2026-10-07
CFG Wealth Management Services, Inc.
NEW20—+20——$3.0K—2026-10-21
Schuylkill Financial LLC
NEW20—+20——$3.0K—2026-10-21
Sunrise Financial Services, LLC
NEW20—+20——$3.0K—2026-10-21
Bay Harbor Wealth Management, LLC
DECREASED2025-5-20%$4.3K$3.0K-$1.3K2026-11-03
Horrell Capital Management, Inc.
DECREASED2021-1-5%$3.6K$3.0K-$5712026-10-08
Valued Wealth Advisors LLC
UNCHANGED202000%$3.4K$3.0K-$4002026-11-05
CKW Financial Group
INCREASED1915+4+27%$2$3+$12026-10-29
Sawyer & Company, Inc
NEW18—+18——$2.7K—2026-10-21
Maseco LLP
NEW17—+17——$2.6K—2026-10-27
Chapman Financial Group, LLC
UNCHANGED171700%$2.9K$2.6K-$3402026-10-26
Bare Financial Services, Inc
NEW15—+15——$2.3K—2026-11-04
Creative Capital Management Investments LLC
NEW15—+15——$2.3K—2026-10-28
Ulland Investment Advisors, LLC
NEW14—+14——$2—2026-10-13
Miller Global Investments, LLC
NEW14—+14——$2.1K—2026-10-02
Richardson Financial Services Inc.
DECREASED1326-13-50%$4.4K$2.0K-$2.5K2026-10-30
Navigoe, LLC
NEW11—+11——$1—2026-11-04
Union Savings Bank
NEW11—+11——$1.7K—2026-10-14
Birch Capital Management, LLC
UNCHANGED111100%$1.9K$1.7K-$2202026-10-27
Robbins Farley
NEW10—+10——$1.5K—2026-10-21
Torren Management, LLC
NEW10—+10——$1.5K—2026-10-29
Peterson Wealth Services
UNCHANGED101000%$1.7K$1.5K-$2002026-10-26
Aspect Partners, LLC
UNCHANGED101000%$1.7K$1.5K-$2002026-10-20
WestEnd Advisors, LLC
NEW9—+9——$1.4K—2026-10-27
Bell Investment Advisors, Inc
INCREASED93+6+200%$513$1.4K+$8452026-10-29
Mainstream Capital Management LLC
NEW6—+6——$905—2026-10-23
Catherine Avery Investment Management LLC
NEW5—+5——$754—2026-10-14
University of Texas S AM Investment Management Co
UNCHANGED5500%$854$754-$1002026-11-03
Luken Investment Analytics, LLC
NEW3—+3——$453—2026-11-06
Breakwater Investment Management
NEW3—+3——$453—2026-10-20
TLW Wealth Management, LLC
NEW1—+1——$151—2026-10-27
4Thought Financial Group Inc.
NEW1—+1——$91—2026-11-02
Eukles Asset Management
UNCHANGED1100%$171$151-$202026-11-04
DekaBank Deutsche Girozentrale
CLOSED0347,770-347,770-100%$0$0$02026-10-27
Virginia Retirement Systems ET Al
CLOSED050,000-50,000-100%$8.5M$0-$8.5M2026-10-28
Jefferies Financial Group Inc.
CLOSED047,042-47,042-100%$8.0M$0-$8.0M2026-11-05
Nippon Life Global Investors Americas, Inc.
CLOSED044,360-44,360-100%$7.6M$0-$7.6M2026-10-29
Dilation Capital Management LP
CLOSED041,100-41,100-100%$7.0M$0-$7.0M2026-10-13
M & L Capital Management Ltd
CLOSED034,500-34,500-100%$5.9M$0-$5.9M2026-10-26
Aberdeen Group plc
CLOSED025,308-25,308-100%$4.3M$0-$4.3M2026-11-06
Consolidated Investment Group LLC
CLOSED023,901-23,901-100%$4.1M$0-$4.1M2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED014,159-14,159-100%$2.4M$0-$2.4M2026-11-04
REX Advisers, LLC
CLOSED011,800-11,800-100%$2.0M$0-$2.0M2026-10-08
Natixis
CLOSED08,623-8,623-100%$1.5M$0-$1.5M2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
CLOSED08,196-8,196-100%$1.1M$0-$1.1M2026-11-04
October Effect Ltd
CLOSED06,475-6,475-100%$1.1M$0-$1.1M2026-10-20
ABN Amro Investment Solutions
CLOSED04,165-4,165-100%$711.6K$0-$711.6K2026-10-21
FNY Investment Advisers, LLC
CLOSED04,161-4,161-100%$710$0-$7102026-10-16
M&G Plc
CLOSED04,080-4,080-100%$697.7K$0-$697.7K2026-11-04
Bullseye Investment Management, LLC
CLOSED03,942-3,942-100%$673.5K$0-$673.5K2026-10-29
Cannon Global Investment Management, LLC
CLOSED02,600-2,600-100%$444.2K$0-$444.2K2026-10-20
Mission Financial Group, LLC
CLOSED02,119-2,119-100%$362.1K$0-$362.1K2026-10-21
Cottage Street Advisors LLC
CLOSED01,865-1,865-100%$318.7K$0-$318.7K2026-10-19
Keystone Global Partners, LLC
CLOSED01,809-1,809-100%$309.1K$0-$309.1K2026-10-13
RAM Investment Partners, LLC
CLOSED01,646-1,646-100%$281.2K$0-$281.2K2026-10-21
CenterStar Asset Management, LLC
CLOSED01,525-1,525-100%$260.7K$0-$260.7K2026-10-09
Whalen Wealth Management Inc.
CLOSED01,498-1,498-100%$255.9K$0-$255.9K2026-10-08
Optivise Advisory Services LLC
CLOSED01,297-1,297-100%$221.5K$0-$221.5K2026-10-19
Parsons Capital Management Inc
CLOSED01,271-1,271-100%$217.2K$0-$217.2K2026-10-28
McGlone Suttner Wealth Management, Inc.
CLOSED01,220-1,220-100%$208.4K$0-$208.4K2026-10-13
Fullerton Advisors, LLC
CLOSED01,220-1,220-100%$208.4K$0-$208.4K2026-10-14
Gallacher Capital Management LLC
CLOSED01,213-1,213-100%$207.3K$0-$207.3K2026-10-30
D.B. Root & Company, LLC
CLOSED01,207-1,207-100%$206.2K$0-$206.2K2026-11-04
Grey Ledge Advisors, LLC
CLOSED01,185-1,185-100%$202.5K$0-$202.5K2026-11-02
Carolina Wealth Advisors, LLC
CLOSED0230-230-100%$39.3K$0-$39.3K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED0137-137-100%$23.4K$0-$23.4K2026-10-29
Founders Capital Management
CLOSED0127-127-100%$21.7K$0-$21.7K2026-10-13
Levin Capital Strategies, L.P.
CLOSED0124-124-100%$21.2K$0-$21.2K2026-11-02
Institute for Wealth Management, Llc.
CLOSED0122-122-100%$20.8K$0-$20.8K2026-11-06
Gill Capital Partners, LLC
CLOSED070-70-100%$12.0K$0-$12.0K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED067-67-100%$11.4K$0-$11.4K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
CLOSED060-60-100%$10.3K$0-$10.3K2026-10-28
Islay Capital Management, LLC
CLOSED036-36-100%$6.2K$0-$6.2K2026-10-20
Solstein Capital, LLC
CLOSED032-32-100%$5.5K$0-$5.5K2026-11-02
Uptown Financial Advisors LLC
CLOSED032-32-100%$5.5K$0-$5.5K2026-10-15
Robinswood Financial LLC
CLOSED021-21-100%$3.7K$0-$3.7K2026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED000—$732.8K$2.9M+$2.1M2026-10-29
Valor Management LLC
N/A—503,414,530-503,414,530-100%$86.0B———
FMR LLC
N/A—302,555,831-302,555,831-100%$51.7B———
VY Capital Management Co. Ltd.
N/A—271,811,500-271,811,500-100%$46.4B———
Public Investment Fund
N/A—154,146,835-154,146,835-100%$26.3B———
Bamco Inc
N/A—145,775,147-145,775,147-100%$24.9B———
D1 Capital Partners L.P.
N/A—126,042,232-126,042,232-100%$21.5B———
Nvidia Corp
N/A—122,764,805-122,764,805-100%$21.0B———
SC US (Ttgp), Ltd.
N/A—122,519,145-122,519,145-100%$20.9B———
Capricorn Investment Group LLC
N/A—120,801,820-120,801,820-100%$20.6B———
Darsana Capital Partners LP
N/A—101,461,915-101,461,915-100%$17.3B———
a16z Capital Management, L.L.C.
N/A—74,855,020-74,855,020-100%$12.8B———
Baillie Gifford & Co
N/A—51,397,806-51,397,806-100%$8.8B———
BlackRock, Inc.
N/A—51,037,137-51,037,137-100%$8.7B———
Ontario Teachers Pension Plan Board
N/A—50,676,250-50,676,250-100%$8.7B———
Alpha Wave Global, LP
N/A—31,246,965-31,246,965-100%$5.3B———
Atreides Management, LP
N/A—27,332,943-27,332,943-100%$4.7B———
Vanguard Capital Management LLC
N/A—26,556,713-26,556,713-100%$4.5B———
Founders Fund Growth II Management, LP
N/A—22,839,450-22,839,450-100%$3.9B———
Brookfield Corp
N/A—19,167,305-19,167,305-100%$3.3B———
Thrive Capital Management, LLC
N/A—18,914,205-18,914,205-100%$3.2B———
Coatue Management LLC
N/A—18,561,780-18,561,780-100%$3.2B———
Millennium Management LLC
N/A—17,604,863-17,604,863-100%$3.0B———
Scge Management, L.P.
N/A—16,981,350-16,981,350-100%$2.9B———
Glade Brook Capital Partners LLC
N/A—15,812,270-15,812,270-100%$2.7B———
JPMorgan Chase & Co
N/A—15,563,576-15,563,576-100%$2.6B———
Blackstone Inc.
N/A—15,532,870-15,532,870-100%$2.7B———
Teacher Retirement System of Texas
N/A—14,957,447-14,957,447-100%$2.6B———
Morgan Stanley
N/A—13,532,773-13,532,773-100%$2.3B———
Harvard Management Co Inc
N/A—12,935,100-12,935,100-100%$2.2B———
Jupiter Topco LLC
N/A—11,565,429-11,565,429-100%$2.0B———
StepStone Group LP
N/A—10,940,730-10,940,730-100%$1.9B———
State Street Corp
N/A—10,876,324-10,876,324-100%$1.9B———
Price T Rowe Associates Inc
N/A—10,709,016-10,709,016-100%$1.8M———
Tao Capital Management LP
N/A—10,644,340-10,644,340-100%$1.8B———
Capital Research Global Investors
N/A—10,438,223-10,438,223-100%$1.8B———
Vanguard Portfolio Management LLC
N/A—10,225,389-10,225,389-100%$1.7B———
GCM Grosvenor Holdings, LLC
N/A—8,606,650-8,606,650-100%$1.5B———
Rizvi Traverse Management, LLC
N/A—8,036,060-8,036,060-100%$1.4B———
Dragoneer Investment Group, LLC
N/A—8,000,000-8,000,000-100%$1.4B———
Hancock Prospecting Pty Ltd
N/A—8,000,000-8,000,000-100%$1.4B———
Jennison Associates LLC
N/A—7,448,891-7,448,891-100%$1.3B———
Lightspeed Management Company, L.L.C.
N/A—7,300,055-7,300,055-100%$1.2B———
Norges Bank
N/A—7,277,285-7,277,285-100%$1.2B———
Kinetic Partners Management, LP
N/A—7,125,795-7,125,795-100%$1.2B———
Massachusetts Financial Services Co
N/A—7,062,255-7,062,255-100%$1.2B———
Wellington Management Group LLP
N/A—6,154,854-6,154,854-100%$1.1B———
Hrtg GPE, LLC
N/A—6,013,565-6,013,565-100%$1.0B———
Fred Alger Management, LLC
N/A—5,779,419-5,779,419-100%$987.5M———
Ghisallo Capital Management LLC
N/A—5,678,145-5,678,145-100%$970.2M———
Intesa Sanpaolo S.p.A.
N/A—5,656,200-5,656,200-100%$966.4M———
D. E. Shaw & Co., Inc.
N/A—5,340,000-5,340,000-100%$912.4M———
Citadel Advisors LLC
N/A—5,129,884-5,129,884-100%$876.5M———
ARK Investment Management LLC
N/A—4,478,013-4,478,013-100%$765.1M———
8VC Opportunities GP II, LLC
N/A—4,473,655-4,473,655-100%$764.4M———
TPG GP A, LLC
N/A—4,300,035-4,300,035-100%$734.7M———
Franklin Resources Inc
N/A—4,195,791-4,195,791-100%$716.9M———
Invesco Ltd.
N/A—3,859,467-3,859,467-100%$659.4M———
Vanguard Fiduciary Trust Co
N/A—3,791,999-3,791,999-100%$647.9M———
Burkehill Global Management, LP
N/A—3,750,000-3,750,000-100%$640.7M———
Capital World Investors
N/A—3,694,511-3,694,511-100%$631.2M———
Bank of America Corp
N/A—3,643,266-3,643,266-100%$622.5M———
National Pension Service
N/A—3,500,000-3,500,000-100%$598.0M———
HRT Financial LP
N/A—3,444,426-3,444,426-100%$588.5K———
Balyasny Asset Management L.P.
N/A—3,397,642-3,397,642-100%$580.5M———
UBS Group AG
N/A—3,337,684-3,337,684-100%$570.3M———
Advanced Micro Devices Inc
N/A—3,309,470-3,309,470-100%$565.5M———
XN LP
N/A—3,000,000-3,000,000-100%$512.6M———
Northern Trust Corp
N/A—2,782,782-2,782,782-100%$475.5M———
Sands Capital Management, LLC
N/A—2,276,744-2,276,744-100%$389.0M———
Marex Group Ltd
N/A—2,163,897-2,163,897-100%$369.7M———
Neuberger Berman Group LLC
N/A—2,127,228-2,127,228-100%$363.2M———
Apollo Management Holdings, L.P.
N/A—2,023,307-2,023,307-100%$345.7M———
UBS Asset Management Americas LLC
N/A—1,988,875-1,988,875-100%$339.8M———
ExodusPoint Capital Management, LP
N/A—1,938,935-1,938,935-100%$331.3M———
Altimeter Capital Management, LP
N/A—1,776,485-1,776,485-100%$303.5M———
Two Sigma Investments, LP
N/A—1,775,121-1,775,121-100%$303.3M———
Seven Grand Managers, LLC
N/A—1,770,000-1,770,000-100%$302.4M———
Clearbridge Investments, LLC
N/A—1,739,766-1,739,766-100%$297.3M———
Charles Schwab Investment Management Inc
N/A—1,697,909-1,697,909-100%$290.1M———
Hudson Bay Capital Management LP
N/A—1,564,348-1,564,348-100%$267.3M———
M37 Management LP
N/A—1,500,000-1,500,000-100%$256.3M———
Cantor Fitzgerald, L. P.
N/A—1,496,980-1,496,980-100%$255.8M———
Swiss National Bank
N/A—1,481,800-1,481,800-100%$253.2M———
8VC AI Fund I MM, LLC
N/A—1,429,300-1,429,300-100%$244.2M———
Goldman Sachs Group Inc
N/A—1,427,816-1,427,816-100%$244.0M———
BlueCrest Capital Management Ltd
N/A—1,417,000-1,417,000-100%$242.1M———
Primecap Management Co
N/A—1,407,762-1,407,762-100%$240.5M———
Blue Owl Capital Holdings LP
N/A—1,398,815-1,398,815-100%$239.0M———
Winslow Capital Management, LLC
N/A—1,345,148-1,345,148-100%$229.8M———
Amova Asset Management Americas, Inc.
N/A—1,338,368-1,338,368-100%$228.4M———
Capital International Investors
N/A—1,320,559-1,320,559-100%$225.6M———
Squarepoint Ops LLC
N/A—1,319,021-1,319,021-100%$225.4M———
Goanna Capital Management LLC
N/A—1,273,870-1,273,870-100%$217.7M———
Clear Street Group Inc.
N/A—1,270,022-1,270,022-100%$217.0M———
Raymond James Financial Inc
N/A—1,226,693-1,226,693-100%$209.6M———
Viking Global Investors LP
N/A—1,200,000-1,200,000-100%$205.0M———
Davidson Kempner Capital Management LP
N/A—1,173,925-1,173,925-100%$200.6M———
Tudor Investment Corp ET AL
N/A—1,166,845-1,166,845-100%$199.4M———
Legal & General Group Plc
N/A—1,162,768-1,162,768-100%$198.7M———
HSBC Holdings PLC
N/A—1,144,312-1,144,312-100%$193.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,110,000-1,110,000-100%$189.7M———
Schonfeld Strategic Advisors LLC
N/A—1,104,709-1,104,709-100%$188.8M———
Nomura Asset Management International Inc.
N/A—1,085,386-1,085,386-100%$185.4M———
Ameriprise Financial Inc
N/A—1,081,289-1,081,289-100%$184.7M———
Maplelane Capital, LLC
N/A—1,078,800-1,078,800-100%$184.3M———
LMR Partners LLP
N/A—1,071,081-1,071,081-100%$183.0M———
Bond Capital Management, LP
N/A—1,057,120-1,057,120-100%$180.6M———
American Century Companies Inc
N/A—1,055,380-1,055,380-100%$180.3M———
Susquehanna International Group, LLP
N/A—1,053,331-1,053,331-100%$180.0M———
Alliancebernstein L.P.
N/A—1,025,276-1,025,276-100%$174.4M———
SEI Investments Co
N/A—965,705-965,705-100%$165.0M———
Nuveen, LLC
N/A—942,824-942,824-100%$161.1M———
Wells Fargo & Company
N/A—923,727-923,727-100%$157.8M———
Vanguard Asset Management, Ltd
N/A—906,319-906,319-100%$154.9M———
SG Americas Securities, LLC
N/A—874,732-874,732-100%$149.5K———
Contrarius Group Holdings Ltd
N/A—860,709-860,709-100%$147.1M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—847,514-847,514-100%$144.8M———
Capstone Investment Advisors, LLC
N/A—812,500-812,500-100%$138.8M———
Korea Investment Corp
N/A—802,182-802,182-100%$137.1M———
BNP Paribas Financial Markets
N/A—707,796-707,796-100%$120.9M———
Sculptor Capital LP
N/A—700,000-700,000-100%$119.6M———
Lighthouse Investment Partners, LLC
N/A—691,638-691,638-100%$118.2M———
Freestone Grove Partners LP
N/A—680,622-680,622-100%$116.3M———
Federated Hermes, Inc.
N/A—661,570-661,570-100%$113.0M———
Cannae Holdings, Inc.
N/A—649,350-649,350-100%$110.9M———
First Trust Advisors LP
N/A—614,962-614,962-100%$105.1M———
California State Teachers Retirement System
N/A—609,382-609,382-100%$104.1M———
Royal Bank of Canada
N/A—597,711-597,711-100%$102.1M———
Longaeva Partners L.P.
N/A—596,829-596,829-100%$102.0M———
Rhumbline Advisers
N/A—591,289-591,289-100%$101.0M———
Artisan Partners Limited Partnership
N/A—590,999-590,999-100%$101.0M———
Value Aligned Research Advisors, LLC
N/A—589,723-589,723-100%$100.8M———
BW Gestao de Investimentos Ltda.
N/A—587,335-587,335-100%$100.4M———
Penserra Capital Management LLC
N/A—584,662-584,662-100%$99.9K———
Jane Street Group, LLC
N/A—584,615-584,615-100%$99.9M———
Envestnet Asset Management Inc
N/A—545,821-545,821-100%$93.3M———
Cosmic Management, LLC
N/A—540,520-540,520-100%$92.4M———
New York State Common Retirement Fund
N/A—536,040-536,040-100%$91.6M———
Woodline Partners LP
N/A—508,235-508,235-100%$86.8M———
Element Capital Management LLC
N/A—506,250-506,250-100%$86.5M———
Weiss Asset Management LP
N/A—503,225-503,225-100%$86.0M———
Bank of Montreal
N/A—472,717-472,717-100%$80.8M———
TD Asset Management Inc
N/A—470,977-470,977-100%$80.5M———
Jones Financial Companies Lllp
N/A—470,422-470,422-100%$72.1M———
Aviva PLC
N/A—459,014-459,014-100%$78.4M———
Dnca Finance
N/A—429,031-429,031-100%$73.3M———
Harvest Portfolios Group Inc.
N/A—422,234-422,234-100%$72.1M———
Cetera Investment Advisers
N/A—418,239-418,239-100%$71.5M———
Jain Global LLC
N/A—410,366-410,366-100%$70.1M———
HighTower Advisors, LLC
N/A—404,138-404,138-100%$69.1M———
State Board of Administration of Florida Retirement System
N/A—385,673-385,673-100%$65.9M———
Tiger Global Management LLC
N/A—375,000-375,000-100%$64.1M———
PBCay One RSC Ltd
N/A—365,089-365,089-100%$62.4M———
Spear Holdings RSC Ltd
N/A—365,088-365,088-100%$62.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—356,711-356,711-100%$60.9M———
Osaic Holdings, Inc.
N/A—353,764-353,764-100%$60.4M———
DnB Asset Management AS
N/A—350,288-350,288-100%$59.9M———
Samlyn Capital, LLC
N/A—350,000-350,000-100%$59.8M———
Tidal Investments LLC
N/A—333,112-333,112-100%$56.9M———
Defiance ETFs, LLC
N/A—328,595-328,595-100%$51.8M———
Toronto Dominion Bank
N/A—306,924-306,924-100%$52.4M———
Nomura Asset Management Co LTD
N/A—306,045-306,045-100%$52.3M———
Lykos Global Management, LP
N/A—301,373-301,373-100%$51.5M———
Voya Investment Management LLC
N/A—292,624-292,624-100%$50.0M———
Vanguard Global Advisers, LLC
N/A—275,231-275,231-100%$47.0M———
Scopus Asset Management, L.P.
N/A—269,100-269,100-100%$46.0M———
Nissay Asset Management Corp N
N/A—265,841-265,841-100%$45.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—259,246-259,246-100%$44.3M———
Bessemer Group Inc
N/A—258,235-258,235-100%$44.1K———
Greenoaks LLC
N/A—257,730-257,730-100%$44.0M———
Alpine Global Management, LLC
N/A—254,222-254,222-100%$43.4M———
Diameter Capital Partners LP
N/A—250,000-250,000-100%$42.7M———
Brown Advisory Inc
N/A—247,676-247,676-100%$42.3M———
Avantyr Capital Partners, LP
N/A—244,028-244,028-100%$41.7M———
Victory Capital Management Inc
N/A—237,874-237,874-100%$40.6M———
HBK Investments L P
N/A—237,500-237,500-100%$40.6M———
CPV Partners, LLC
N/A—237,380-237,380-100%$40.6M———
Vanguard Investments Australia, Ltd.
N/A—235,260-235,260-100%$40.2M———
Pentwater Capital Management LP
N/A—230,000-230,000-100%$39.3M———
Treasurer of the State of North Carolina
N/A—225,370-225,370-100%$38.5K———
Appaloosa LP
N/A—225,000-225,000-100%$38.4M———
Peak6 LLC
N/A—217,077-217,077-100%$37.1M———
LOS Angeles Capital Management LLC
N/A—210,628-210,628-100%$36.0M———
Walleye Capital LLC
N/A—208,700-208,700-100%$35.7M———
KLP Kapitalforvaltning AS
N/A—207,500-207,500-100%$35.5M———
Natixis Advisors, LLC
N/A—207,477-207,477-100%$35.4K———
Stifel Financial Corp
N/A—206,757-206,757-100%$35.3M———
BNP Paribas Asset Management Holding S.A.
N/A—202,677-202,677-100%$34.6M———
Gilder Gagnon Howe & Co LLC
N/A—202,295-202,295-100%$34.6M———
Centiva Capital, LP
N/A—201,942-201,942-100%$34.5M———
Lord, Abbett & Co. LLC
N/A—200,049-200,049-100%$34.2K———
Avala Global LP
N/A—200,000-200,000-100%$34.2M———
Bandera Partners LLC
N/A—198,920-198,920-100%$34.0M———
Public Employees Retirement System of Ohio
N/A—197,171-197,171-100%$33.7M———
Royal London Asset Management LTD
N/A—195,316-195,316-100%$33.4M———
Clark Capital Management Group, Inc.
N/A—194,387-194,387-100%$33.2M———
Unisphere Establishment
N/A—185,000-185,000-100%$31.6M———
Steward Partners Investment Advisory, LLC
N/A—184,679-184,679-100%$31.6M———
Third Point LLCA
N/A—180,415-180,415-100%$30.8M———
IQ EQ Fund Management (Ireland) Ltd
N/A—172,311-172,311-100%$29.4M———
Carmignac Gestion
N/A—168,723-168,723-100%$28.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—159,470-159,470-100%$27.2M———
Public Employees Retirement Association of Colorado
N/A—158,780-158,780-100%$27.1K———
Covalis Capital LLP
N/A—155,000-155,000-100%$26.5M———
Whale Rock Capital Management LLC
N/A—152,517-152,517-100%$26.1M———
Caisse de Depot ET Placement DU Quebec
N/A—150,495-150,495-100%$25.7M———
Insight Holdings Group, LLC
N/A—150,000-150,000-100%$25.6M———
PJT Investments Corp.
N/A—149,076-149,076-100%$25.5M———
Steadfast Capital Management LP
N/A—146,600-146,600-100%$25.0M———
Marshall Wace, LLP
N/A—140,952-140,952-100%$24.1M———
Rokos Capital Management LLP
N/A—140,014-140,014-100%$23.9M———
Resona Asset Management Co.,Ltd.
N/A—139,387-139,387-100%$23.7M———
Worldquant Millennium Advisors LLC
N/A—136,900-136,900-100%$23.4M———
Atalanta Sosnoff Capital, LLC
N/A—135,923-135,923-100%$23.2M———
Qube Research & Technologies Ltd
N/A—132,926-132,926-100%$22.7M———
USS Investment Management Ltd
N/A—126,909-126,909-100%$21.7M———
Shay Capital LLC
N/A—126,807-126,807-100%$21.7M———
Arrowstreet Capital, Limited Partnership
N/A—119,039-119,039-100%$20.3M———
Prudential Financial Inc
N/A—115,085-115,085-100%$19.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—111,643-111,643-100%$19.1M———
Montanova Capital, LLC
N/A—101,200-101,200-100%$17.3M———
One Madison Group LLC
N/A—100,000-100,000-100%$17.1M———
Public Sector Pension Investment Board
N/A—100,000-100,000-100%$17.1M———
Magnetar Financial LLC
N/A—100,000-100,000-100%$17.1M———
NewEdge Advisors, LLC
N/A—99,886-99,886-100%$17.1M———
Parkwood LLC
N/A—98,311-98,311-100%$16.8K———
Readystate Asset Management LP
N/A—96,500-96,500-100%$16.5M———
Vestmark Advisory Solutions, Inc.
N/A—92,222-92,222-100%$15.8M———
State of Wisconsin Investment Board
N/A—91,859-91,859-100%$15.7M———
Meridiem Capital Partners LP
N/A—87,833-87,833-100%$15.0M———
Ground Swell Capital, LLC
N/A—85,000-85,000-100%$14.5M———
Employees Retirement System of Texas
N/A—81,648-81,648-100%$14.0K———
Police & Firemen's Retirement System of New Jersey
N/A—79,637-79,637-100%$13.6M———
Banco Santander, S.A.
N/A—79,556-79,556-100%$13.6M———
KKM Financial LLC
N/A—79,403-79,403-100%$8.6M———
Baird Financial Group, Inc.
N/A—78,590-78,590-100%$13.4M———
British Columbia Investment Management Corp
N/A—78,582-78,582-100%$13.4M———
Mariner, LLC
N/A—78,403-78,403-100%$13.4M———
Scotia Capital Inc.
N/A—76,201-76,201-100%$13.0M———
Migdal Insurance & Financial Holdings Ltd.
N/A—75,000-75,000-100%$12.8M———
Pine Ridge Advisers LLC
N/A—75,000-75,000-100%$12.8M———
MML Investors Services, LLC
N/A—73,734-73,734-100%$12.6M———
AustralianSuper Pty Ltd
N/A—73,503-73,503-100%$12.6M———
Sassicaia Capital Advisers LLC
N/A—72,874-72,874-100%$12.5M———
Van Eck Associates Corp
N/A—72,864-72,864-100%$12.4M———
Mane Global Capital Management LP
N/A—70,056-70,056-100%$12.0M———
Teachers Retirement System of the State of Kentucky
N/A—69,470-69,470-100%$11.9K———
Hite Hedge Asset Management LLC
N/A—65,484-65,484-100%$11.2M———
Capital Advisors Inc
N/A—63,862-63,862-100%$10.9M———
Janney Montgomery Scott LLC
N/A—63,230-63,230-100%$10.8K———
Equitable Holdings, Inc.
N/A—62,455-62,455-100%$10.7M———
Brevan Howard Capital Management LP
N/A—62,400-62,400-100%$10.7M———
Adage Capital Partners GP, L.L.C.
N/A—60,000-60,000-100%$10.3M———
Blair William & Co
N/A—59,525-59,525-100%$10.2M———
Wealthfront Advisers LLC
N/A—58,257-58,257-100%$10.0M———
Manufacturers Life Insurance Company, the
N/A—58,114-58,114-100%$9.9M———
CIBC World Market Inc.
N/A—57,449-57,449-100%$9.8M———
Akuna Securities LLC
N/A—56,395-56,395-100%$9.6M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—53,865-53,865-100%$9.2M———
Banco BTG Pactual S.A.
N/A—51,707-51,707-100%$8.8M———
Sanctuary Advisors, LLC
N/A—51,198-51,198-100%$8.7M———
Silvant Capital Management LLC
N/A—50,926-50,926-100%$8.7M———
Focus Partners Wealth
N/A—50,586-50,586-100%$8.6M———
QRG Capital Management, Inc.
N/A—50,520-50,520-100%$8.6M———
Cartenna Capital, LP
N/A—50,000-50,000-100%$8.5M———
Independent Advisor Alliance
N/A—49,863-49,863-100%$8.5M———
Rockefeller Capital Management L.P.
N/A—49,837-49,837-100%$8.5M———
Cinctive Capital Management LP
N/A—49,366-49,366-100%$8.4M———
Nomura Holdings Inc
N/A—47,890-47,890-100%$8.2M———
Proficio Capital Partners LLC
N/A—47,525-47,525-100%$8.1M———
Polymer Capital Management (HK) LTD
N/A—47,409-47,409-100%$8.1M———
Bracebridge Capital, LLC
N/A—46,345-46,345-100%$7.9M———
Mercer Global Advisors Inc
N/A—44,997-44,997-100%$7.7M———
Captrust Financial Advisors
N/A—44,238-44,238-100%$7.6M———
Mark Asset Management LP
N/A—43,166-43,166-100%$7.4M———
&partners
N/A—42,621-42,621-100%$7.5M———
Milford Funds LTD
N/A—40,400-40,400-100%$6.9M———
Dorsal Capital Management, LP
N/A—40,000-40,000-100%$6.8M———
Symmetry Investments LP
N/A—40,000-40,000-100%$6.8M———
Stratos Wealth Partners, Ltd.
N/A—39,205-39,205-100%$6.7M———
Tsai Capital Corp
N/A—39,012-39,012-100%$6.7M———
Credit Agricole S A
N/A—38,832-38,832-100%$6.6M———
Capital International Sarl
N/A—38,333-38,333-100%$6.5M———
Integrated Wealth Concepts LLC
N/A—37,401-37,401-100%$6.4M———
Summit Partners Public Asset Management, LLC
N/A—37,196-37,196-100%$6.4M———
Saudi Central Bank
N/A—36,693-36,693-100%$6.3M———
Alphadyne Asset Management LP
N/A—36,123-36,123-100%$6.2M———
Zimmer Partners, LP
N/A—35,000-35,000-100%$6.0M———
Myda Advisors LLC
N/A—35,000-35,000-100%$6.0M———
Voleon Capital Management LP
N/A—34,823-34,823-100%$5.9M———
Daiichi Life Insurance Co., Ltd.
N/A—34,580-34,580-100%$5.9M———
National Bank of Canada
N/A—33,901-33,901-100%$5.8M———
Cerity Partners LLC
N/A—33,412-33,412-100%$5.7M———
Investment Management Corp of Ontario
N/A—33,400-33,400-100%$5.7M———
Purpose Unlimited Inc.
N/A—32,759-32,759-100%$5.6M———
Nordea Investment Management AB
N/A—32,602-32,602-100%$5.5M———
WCG Wealth Advisors LLC
N/A—32,235-32,235-100%$5.5M———
PFG Investments, LLC
N/A—32,234-32,234-100%$5.5M———
Hamilton Capital Partners, LLC
N/A—32,146-32,146-100%$5.5M———
Centaurus Financial, Inc.
N/A—31,884-31,884-100%$5.4K———
CIBC Bancorp USA Inc.
N/A—31,263-31,263-100%$5.2M———
Sharpepoint LLC
N/A—30,294-30,294-100%$5.2M———
Omers Administration Corp
N/A—30,000-30,000-100%$5.1M———
Arax Advisory Partners
N/A—28,847-28,847-100%$4.9M———
Jump Financial, LLC
N/A—28,758-28,758-100%$4.9M———
Storebrand Asset Management AS
N/A—28,362-28,362-100%$4.8M———
Kovack Advisors, Inc.
N/A—27,784-27,784-100%$4.6M———
Utah Retirement Systems
N/A—27,605-27,605-100%$4.7M———
Summit Financial, LLC
N/A—27,493-27,493-100%$4.7M———
MetLife Investment Management, LLC
N/A—27,422-27,422-100%$4.7M———
Kingsview Wealth Management, LLC
N/A—27,364-27,364-100%$4.7M———
Circle Wealth Management, LLC
N/A—27,336-27,336-100%$4.7M———
Allianz Asset Management GmbH
N/A—27,277-27,277-100%$4.7M———
Advisory Services Network, LLC
N/A—26,715-26,715-100%$4.6M———
Aster Capital Management (Difc) Ltd
N/A—26,479-26,479-100%$4.5M———
Macquarie Group LTD
N/A—26,458-26,458-100%$4.5M———
Waverly Advisors, LLC
N/A—26,310-26,310-100%$4.5M———
Pathstone Holdings, LLC
N/A—25,466-25,466-100%$4.4M———
Castleark Management LLC
N/A—25,180-25,180-100%$4.3M———
Global Retirement Partners, LLC
N/A—25,113-25,113-100%$4.3M———
Capital International LTD
N/A—24,902-24,902-100%$4.3M———
Arete Wealth Advisors, LLC
N/A—24,345-24,345-100%$4.2M———
Longitude (Cayman) Ltd.
N/A—23,800-23,800-100%$4.1M———
RPg Family Wealth Advisory, LLC
N/A—23,564-23,564-100%$4.0M———
IHT Wealth Management, LLC
N/A—23,037-23,037-100%$3.9M———
Benjamin Edwards Inc
N/A—22,977-22,977-100%$3.9M———
Phoenix Financial Ltd.
N/A—21,823-21,823-100%$3.7M———
Science & Technology Partners, L.P.
N/A—21,400-21,400-100%$3.7M———
Josh Arnold Investment Consultant, LLC
N/A—21,220-21,220-100%$2.4M———
United Capital Financial Advisors, LLC
N/A—21,068-21,068-100%$3.6M———
Callan Family Office, LLC
N/A—20,977-20,977-100%$3.6M———
Snowden Capital Advisors LLC
N/A—20,444-20,444-100%$3.5M———
Cramer Rosenthal Mcglynn LLC
N/A—20,333-20,333-100%$3.5M———
Varma Mutual Pension Insurance Co
N/A—20,000-20,000-100%$3.4M———
Laffer Tengler Investments, Inc.
N/A—19,940-19,940-100%$3.4M———
Beacon Pointe Advisors, LLC
N/A—19,880-19,880-100%$3.4M———
Two Sigma Securities, LLC
N/A—19,654-19,654-100%$3.4M———
Maxele Advisors, LLC
N/A—19,437-19,437-100%$3.3M———
Golden Unicorn (BVI) Ltd
N/A—18,700-18,700-100%$3.2M———
Tocqueville Asset Management L.P.
N/A—18,488-18,488-100%$3.2M———
Capital International, Inc.
N/A—18,342-18,342-100%$3.1M———
Savvy Advisors, Inc.
N/A—18,153-18,153-100%$3.1M———
Rathbones Group PLC
N/A—17,799-17,799-100%$3.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—17,426-17,426-100%$3.0M———
Federation des caisses Desjardins du Quebec
N/A—17,231-17,231-100%$2.9M———
Tradition Wealth Management, LLC
N/A—17,177-17,177-100%$2.9M———
Bank of Hawaii
N/A—17,127-17,127-100%$2.9M———
Dash Acquisitions Inc.
N/A—17,051-17,051-100%$2.5M———
Palmer Knight Co
N/A—17,027-17,027-100%$2.9M———
Peregrine Asset Advisers, Inc.
N/A—16,999-16,999-100%$2.9M———
Vinva Investment Management Ltd
N/A—16,986-16,986-100%$2.8M———
AE Wealth Management LLC
N/A—16,945-16,945-100%$2.9M———
Ninepoint Partners LP
N/A—16,806-16,806-100%$2.9M———
Silver OAK Securities, Incorporated
N/A—16,672-16,672-100%$2.8M———
Manhattan West Asset Management, LLC
N/A—16,248-16,248-100%$2.8M———
Empowered Funds, LLC
N/A—16,067-16,067-100%$2.7M———
Sequoia Financial Advisors, LLC
N/A—15,954-15,954-100%$2.7M———
Prostatis Group LLC
N/A—15,896-15,896-100%$2.7M———
Arkadios Wealth Advisors
N/A—15,812-15,812-100%$2.7M———
Insigneo Advisory Services, LLC
N/A—15,606-15,606-100%$2.7M———
Bridger Management, LLC
N/A—15,500-15,500-100%$2.6M———
Verition Fund Management LLC
N/A—15,124-15,124-100%$2.6M———
Stephens Inc
N/A—14,877-14,877-100%$2.6M———
Stevens Capital Management LP
N/A—14,600-14,600-100%$2.5K———
Rothschild Investment LLC
N/A—14,474-14,474-100%$2.5M———
Elevation Advisory Partners LLC
N/A—14,198-14,198-100%$1.7M———
NZS Capital, LLC
N/A—14,068-14,068-100%$2.4M———
VAN Lanschot Kempen Investment Management N.V.
N/A—14,029-14,029-100%$2.4M———
Betterment LLC
N/A—13,978-13,978-100%$2.4K———
EP Wealth Advisors, LLC
N/A—13,833-13,833-100%$2.4M———
Legacy Wealth Advisors, LLC
N/A—13,790-13,790-100%$2.4M———
Principal Securities, Inc.
N/A—13,567-13,567-100%$2.3M———
FIL Ltd
N/A—13,437-13,437-100%$2.3M———
Western Wealth Management, LLC
N/A—13,254-13,254-100%$2.3M———
Bleakley Financial Group, LLC
N/A—13,009-13,009-100%$2.2M———
Harbour Investments, Inc.
N/A—12,961-12,961-100%$2.2M———
Modus Advisors, LLC
N/A—12,930-12,930-100%$2.2M———
Tower Research Capital LLC (TRC)
N/A—12,890-12,890-100%$2.2M———
Moneta Group Investment Advisors LLC
N/A—12,510-12,510-100%$2.1M———
Oxinas Partners, LLC
N/A—12,377-12,377-100%$2.1M———
Ausdal Financial Partners, Inc.
N/A—12,229-12,229-100%$2.1M———
Scientech Research LLC
N/A—12,200-12,200-100%$2.1M———
MAI Capital Management
N/A—12,159-12,159-100%$2.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,995-11,995-100%$2.0M———
Bridgewater Associates, LP
N/A—11,597-11,597-100%$2.0M———
Kadensa Capital Ltd
N/A—11,280-11,280-100%$1.9M———
Vident Advisory, LLC
N/A—11,227-11,227-100%$1.9M———
CI Investments Inc.
N/A—11,111-11,111-100%$1.9M———
Wealthspire Advisors, LLC
N/A—11,051-11,051-100%$1.9M———
Mutual Advisors, LLC
N/A—10,856-10,856-100%$1.9M———
Cresset Asset Management, LLC
N/A—10,841-10,841-100%$1.9M———
Ameritas Advisory Services, LLC
N/A—10,668-10,668-100%$1.8M———
Great Valley Advisor Group, Inc.
N/A—10,265-10,265-100%$1.8M———
Financial Sense Advisors, Inc.
N/A—10,150-10,150-100%$1.7M———
AssuredPartners Investment Advisors, LLC
N/A—10,082-10,082-100%$1.7M———
Vestcor Inc
N/A—10,045-10,045-100%$1.7K———
Ilmarinen Mutual Pension Insurance Co
N/A—10,000-10,000-100%$1.7K———
Handelsbanken Fonder AB
N/A—10,000-10,000-100%$1.7K———
Potrero Capital Research LLC
N/A—10,000-10,000-100%$1.7M———
Quantinno Capital Management LP
N/A—9,849-9,849-100%$1.7M———
Spahn Wealth & Retirement LLC
N/A—9,784-9,784-100%$1.7M———
RIK Saylor Financial, Inc.
N/A—9,776-9,776-100%$1.7M———
Jaffetilchin Investment Partners, LLC
N/A—9,668-9,668-100%$1.7M———
NewEdge Wealth, LLC
N/A—9,654-9,654-100%$1.6M———
Van Hulzen Asset Management, LLC
N/A—9,613-9,613-100%$1.6M———
Osmosis Investment Management UK Ltd
N/A—9,275-9,275-100%$1.6M———
Roundview Capital LLC
N/A—9,107-9,107-100%$1.6M———
Modern Wealth Management, LLC
N/A—8,910-8,910-100%$1.5M———
BFC Planning, Inc.
N/A—8,852-8,852-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—8,614-8,614-100%$1.5M———
Rehmann Capital Advisory Group
N/A—8,609-8,609-100%$1.5M———
Marco Investment Management LLC
N/A—8,555-8,555-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—8,548-8,548-100%$1.5M———
M&T Bank Corp
N/A—8,543-8,543-100%$1.5M———
Boothbay Fund Management, LLC
N/A—8,503-8,503-100%$1.5M———
Qtron Investments LLC
N/A—8,263-8,263-100%$1.4M———
SummitTX Capital, L.P.
N/A—8,120-8,120-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—8,006-8,006-100%$1.4M———
Nova Wealth Management, Inc.
N/A—8,005-8,005-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—8,004-8,004-100%$1.4M———
Fort Baker Capital Management LP
N/A—8,000-8,000-100%$1.4M———
Westpac Banking Corp
N/A—7,812-7,812-100%$1.3M———
Carr Financial Group Corp
N/A—7,762-7,762-100%$1.3M———
LRI Investments, LLC
N/A—7,685-7,685-100%$1.3M———
Envestnet Portfolio Solutions, Inc.
N/A—7,454-7,454-100%$1.3M———
Turner Financial Group, Inc.
N/A—7,190-7,190-100%$1.2M———
Spreng Capital Management, Inc.
N/A—7,117-7,117-100%$1.2M———
Cary Street Partners Financial LLC
N/A—7,008-7,008-100%$1.2M———
Capital Wealth Planning, LLC
N/A—6,983-6,983-100%$1.2M———
Elgethun Capital Management
N/A—6,916-6,916-100%$1.2M———
NorthRock Partners, LLC
N/A—6,869-6,869-100%$1.2M———
Lazard Asset Management LLC
N/A—6,715-6,715-100%$1.1M———
Polen Capital Management LLC
N/A—6,705-6,705-100%$1.1M———
Beck Capital Management, LLC
N/A—6,532-6,532-100%$1.1M———
Avanda Investment Management Pte. Ltd.
N/A—6,370-6,370-100%$1.1M———
Generation Capital Management LLC
N/A—6,354-6,354-100%$1.1M———
American Financial Advisors, LLC
N/A—6,276-6,276-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—6,259-6,259-100%$1.1M———
Morse Asset Management, Inc
N/A—6,225-6,225-100%$1.1M———
Moore Capital Management, LP
N/A—6,205-6,205-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—5,917-5,917-100%$1.0M———
Vanguard Personalized Indexing Management, LLC
N/A—5,845-5,845-100%$998.7K———
Prelude Capital Management, LLC
N/A—5,813-5,813-100%$993.2K———
Foundations Investment Advisors, LLC
N/A—5,725-5,725-100%$978.2K———
EFG International AG
N/A—5,634-5,634-100%$962.7K———
Brown Brothers Harriman & Co
N/A—5,596-5,596-100%$956.1K———
Transcend Capital Advisors, LLC
N/A—5,575-5,575-100%$952.5K———
Gateway Wealth Partners, LLC
N/A—5,550-5,550-100%$948.3K———
Pine Valley Investments Ltd Liability Co
N/A—5,502-5,502-100%$940.1K———
LGT Group Foundation
N/A—5,499-5,499-100%$939.6K———
HighPoint Advisor Group LLC
N/A—5,334-5,334-100%$911.4K———
Menard Financial Group LLC
N/A—5,327-5,327-100%$910.2K———
GTS Securities LLC
N/A—5,256-5,256-100%$898.0K———
SOA Wealth Advisors, Llc.
N/A—5,229-5,229-100%$893.4K———
Aptus Capital Advisors, LLC
N/A—5,142-5,142-100%$878.6K———
United Bank
N/A—5,100-5,100-100%$871.4K———
Advisory Alpha, LLC
N/A—5,068-5,068-100%$866.2K———
Oversea-Chinese Banking Corp Ltd
N/A—5,000-5,000-100%$853.4K———
RBF Capital, LLC
N/A—5,000-5,000-100%$854.3K———
Feynman Point Asset Management LLC
N/A—5,000-5,000-100%$854.3K———
Dkrt Investments Corp.
N/A—5,000-5,000-100%$854.3K———
K.J. Harrison & Partners Inc
N/A—5,000-5,000-100%$854.3K———
Stilwell Value LLCA
N/A—5,000-5,000-100%$854.3K———
Ripple Effect Asset Management LP
N/A—5,000-5,000-100%$854.3K———
Arcus Capital Partners, LLC
N/A—4,753-4,753-100%$812.2K———
Silvercrest Asset Management Group LLC
N/A—4,751-4,751-100%$811.8K———
Westwood Holdings Group Inc
N/A—4,677-4,677-100%$799.1K———
Nwam LLC
N/A—4,673-4,673-100%$798.4K———
First Manhattan Co. Llc.
N/A—4,619-4,619-100%$789.2K———
IFC Advisors LLC
N/A—4,543-4,543-100%$776.2K———
PSI Advisors, LLC
N/A—4,512-4,512-100%$770.9K———
JAT Capital Mgmt LP
N/A—4,500-4,500-100%$768.9K———
IFG Advisory, LLC
N/A—4,468-4,468-100%$763.4K———
Groupama Asset Managment
N/A—4,435-4,435-100%$757.8K———
Capital Group Investment Management Pte. Ltd.
N/A—4,400-4,400-100%$751.8K———
Johnson Investment Counsel Inc
N/A—4,371-4,371-100%$746.8K———
Madison Wealth Partners, Inc
N/A—4,370-4,370-100%$746.6K———
Ducere Wealth Management LLC
N/A—4,295-4,295-100%$733.8K———
Cheviot Value Management, LLC
N/A—4,265-4,265-100%$728.7K———
Ethos Financial Group, LLC
N/A—4,222-4,222-100%$475.2K———
Evelyn Partners Group Ltd
N/A—4,205-4,205-100%$718.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,201-4,201-100%$717.8K———
Northwestern Mutual Wealth Management Co
N/A—4,199-4,199-100%$717.4K———
Coldstream Capital Management Inc
N/A—4,124-4,124-100%$704.7K———
Alpha Financial Partners LLC
N/A—4,120-4,120-100%$703.9K———
Portland Investment Counsel Inc.
N/A—4,060-4,060-100%$693.7K———
SageGuard Financial Group, LLC
N/A—4,026-4,026-100%$687.9K———
White Pine Capital LLC
N/A—3,974-3,974-100%$679.0K———
Icon Wealth Advisors, LLC
N/A—3,878-3,878-100%$662.6K———
Baldwin Investment Management, LLC
N/A—3,855-3,855-100%$658.7K———
Chokshi & Queen Wealth Advisors, Inc
N/A—3,850-3,850-100%$657.8K———
Pallas Capital Advisors LLC
N/A—3,811-3,811-100%$651.1K———
Zhang Financial LLC
N/A—3,750-3,750-100%$640.7K———
East Coast Asset Management, Llc.
N/A—3,711-3,711-100%$634.1K———
Bradley Foster & Sargent Inc
N/A—3,704-3,704-100%$632.9K———
Commerce Bank
N/A—3,680-3,680-100%$628.8K———
Granite Harbor Advisors, Inc.
N/A—3,678-3,678-100%$628.4K———
Horizon Investments, LLC
N/A—3,645-3,645-100%$277.0K———
Sfmg, LLC
N/A—3,637-3,637-100%$621.4K———
Siemens Fonds Invest GmbH
N/A—3,636-3,636-100%$621.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,627-3,627-100%$619.7K———
HHM Wealth Advisors, LLC
N/A—3,587-3,587-100%$612.9K———
Elequin Capital, LP
N/A—3,547-3,547-100%$606.0K———
Man Group plc
N/A—3,541-3,541-100%$605.0K———
Mcguire Capital Advisors Inc
N/A—3,536-3,536-100%$604.2K———
Empower Advisory Group, LLC
N/A—3,512-3,512-100%$600.1K———
Performance Wealth Partners, LLC
N/A—3,505-3,505-100%$598.9K———
Monetta Financial Services Inc
N/A—3,500-3,500-100%$598.0K———
LM Advisors LLC
N/A—3,488-3,488-100%$596———
Thoroughbred Financial Services, LLC
N/A—3,464-3,464-100%$591———
Impact Partnership Wealth, LLC
N/A—3,461-3,461-100%$591.3K———
Advyzon Investment Management, LLC
N/A—3,457-3,457-100%$590.7K———
Capital & Planning, LLC
N/A—3,408-3,408-100%$582.3K———
Yarger Wealth Strategies, LLC
N/A—3,344-3,344-100%$485.9K———
Denver Wealth Management, Inc.
N/A—3,341-3,341-100%$570.8K———
Cvfg LLC
N/A—3,319-3,319-100%$567.1K———
Kerr Financial Planning Corp
N/A—3,315-3,315-100%$566.4K———
Bogart Wealth, LLC
N/A—3,315-3,315-100%$566.3K———
CTC Alternative Strategies, Ltd.
N/A—3,300-3,300-100%$563.8K———
Ruggiero Investments, Inc.
N/A—3,288-3,288-100%$561.8K———
Vance Wealth, LLC
N/A—3,285-3,285-100%$561.3K———
Mosaic Advisors LLC
N/A—3,275-3,275-100%$559.6K———
Zacks Investment Management
N/A—3,274-3,274-100%$559.5K———
Fund Advisors of America Inc
N/A—3,263-3,263-100%$557.5K———
Wealth Alliance, LLC
N/A—3,254-3,254-100%$556.0K———
Calton & Associates, Inc.
N/A—3,246-3,246-100%$554.6K———
Keystone Financial Group
N/A—3,242-3,242-100%$553.9K———
Riverview Capital Advisers, LLC
N/A—3,233-3,233-100%$552.5K———
Maridea Wealth Management LLC
N/A—3,176-3,176-100%$542.7K———
Acorns Advisers, LLC
N/A—3,131-3,131-100%$535———
Fourth Dimension Wealth, LLC
N/A—3,127-3,127-100%$534.3K———
ABN Amro Bank N.V.
N/A—3,125-3,125-100%$532.9K———
Fox Hill Wealth Management
N/A—3,118-3,118-100%$532.8K———
OneAscent Financial Services LLC
N/A—3,115-3,115-100%$532.2K———
Glenmede Trust Co NA
N/A—3,098-3,098-100%$529.3K———
Northstar Advisory Group, LLC
N/A—3,085-3,085-100%$527.1K———
Allie Family Office LLC
N/A—3,080-3,080-100%$526.2K———
Ameritas Investment Partners, Inc.
N/A—3,068-3,068-100%$524.2K———
Freestone Capital Holdings, LLC
N/A—3,068-3,068-100%$524.2K———
Prosperity Consulting Group, LLC
N/A—3,030-3,030-100%$517.7K———
Diametric Capital, LP
N/A—3,000-3,000-100%$512.6K———
Metis Global Partners, LLC
N/A—2,913-2,913-100%$497.7K———
Apriem Advisors
N/A—2,867-2,867-100%$489.9K———
PCM Encore, LLC
N/A—2,855-2,855-100%$487.8K———
Talon Private Wealth, LLC
N/A—2,851-2,851-100%$487.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,847-2,847-100%$486.4K———
Capstone Financial Advisors, Inc.
N/A—2,841-2,841-100%$485.5K———
Fidelis Capital Partners, LLC
N/A—2,840-2,840-100%$485.2K———
NCM Capital Management, LLC
N/A—2,795-2,795-100%$477.6K———
Aspiring Ventures, LLC
N/A—2,779-2,779-100%$474.9K———
Brookwood Investment Group LLC
N/A—2,734-2,734-100%$467.1K———
Continuum Advisory, LLC
N/A—2,717-2,717-100%$464.2K———
Resolute Wealth Strategies, LLC
N/A—2,689-2,689-100%$459.4K———
Capital Markets Trading UK LLP
N/A—2,650-2,650-100%$453———
Stock Yards Bank & Trust Co
N/A—2,647-2,647-100%$452.3K———
Duncan Williams Asset Management, LLC
N/A—2,634-2,634-100%$450.0K———
Caxton Corp
N/A—2,606-2,606-100%$445.3K———
Kintra Wealth, LLC
N/A—2,562-2,562-100%$362.0K———
Sequent Planning LLC
N/A—2,538-2,538-100%$433.6K———
Atlas Legacy Advisors, LLC
N/A—2,534-2,534-100%$433.0K———
Magnolia Capital Advisors LLC
N/A—2,530-2,530-100%$432.3K———
Sierra Capital LLC
N/A—2,500-2,500-100%$427.2K———
Cohen & Steers, Inc.
N/A—2,500-2,500-100%$427———
Spartan Wealth Advisory Services LLC
N/A—2,497-2,497-100%$426.6K———
Nicolet Bankshares Inc
N/A—2,487-2,487-100%$399.0K———
Mizuho Markets Cayman LP
N/A—2,439-2,439-100%$416.7K———
Engineers Gate Manager LP
N/A—2,436-2,436-100%$416.2K———
Atlantic Union Bankshares Corp
N/A—2,427-2,427-100%$414.6K———
Thompson David Blair
N/A—2,418-2,418-100%$413.1K———
Ameriflex Group, Inc.
N/A—2,414-2,414-100%$412.5K———
Prasad Wealth Partners, LLC
N/A—2,406-2,406-100%$411.1K———
SouthState Bank Corp
N/A—2,401-2,401-100%$410.2K———
Itau Unibanco Holding S.A.
N/A—2,400-2,400-100%$410.1K———
Founders Financial Alliance, LLC
N/A—2,361-2,361-100%$403.4K———
Dakota Wealth Management
N/A—2,337-2,337-100%$399.2K———
Red Door Wealth Management, LLC
N/A—2,314-2,314-100%$395.4K———
Lbmc Investment Advisors, LLC
N/A—2,308-2,308-100%$394.4K———
Hilltop Holdings Inc.
N/A—2,305-2,305-100%$393.8K———
Oxford Asset Management LLP
N/A—2,266-2,266-100%$387.2K———
Howe & Rusling Inc
N/A—2,261-2,261-100%$386.3K———
Core Wealth Advisors, Inc.
N/A—2,239-2,239-100%$382.6K———
Summit Trail Advisors, LLC
N/A—2,225-2,225-100%$380.2K———
Leigh Baldwin & Co., LLC
N/A—2,219-2,219-100%$379.1K———
Spwm Advisors LLC
N/A—2,207-2,207-100%$273.6K———
Saiph Capital, LLC
N/A—2,200-2,200-100%$375.9K———
World Investment Advisors
N/A—2,200-2,200-100%$375.9K———
Evercore Wealth Management, LLC
N/A—2,191-2,191-100%$374.4K———
Essex Financial Services, Inc.
N/A—2,180-2,180-100%$372.4K———
Smith, Moore & Co.
N/A—2,173-2,173-100%$371.3K———
New Insight Wealth Advisors
N/A—2,152-2,152-100%$367.7K———
Elk River Wealth Management LLC
N/A—2,102-2,102-100%$359.1K———
Caitlin John, LLC
N/A—2,098-2,098-100%$358.5K———
Composition Wealth, LLC
N/A—2,084-2,084-100%$356.1K———
GWN Securities Inc.
N/A—2,079-2,079-100%$355.2K———
Pure Financial Advisors, LLC
N/A—2,078-2,078-100%$355.1K———
Dearborn Partners LLC
N/A—2,066-2,066-100%$353.0K———
MWA Asset Management
N/A—2,030-2,030-100%$346.8K———
Pinnacle Financial Partners, Inc.
N/A—2,016-2,016-100%$344.5K———
RWA Wealth Partners, LLC
N/A—2,010-2,010-100%$343.4K———
Anchor Investment Management, LLC
N/A—2,006-2,006-100%$342.7K———
Bluespring Wealth Management, LLC
N/A—1,997-1,997-100%$341.2K———
Millington Financial Advisors, LLC
N/A—1,996-1,996-100%$247.5K———
Cofg Advisors, LLC
N/A—1,996-1,996-100%$341.0K———
HM Payson & Co
N/A—1,985-1,985-100%$339.2K———
One Wealth Management Investment & Advisory Services, LLC
N/A—1,974-1,974-100%$337.3K———
Evernest Financial Advisors, LLC
N/A—1,970-1,970-100%$336.6K———
Crewe Advisors LLC
N/A—1,961-1,961-100%$335.1K———
Texas Yale Capital Corp.
N/A—1,939-1,939-100%$331.3K———
Peak Planning Group, LLC
N/A—1,928-1,928-100%$329.4K———
Burling Wealth Partners, LLC
N/A—1,914-1,914-100%$327.0K———
Colter Lewis Investment Partners LLC
N/A—1,880-1,880-100%$321.2K———
AlTi Global, Inc.
N/A—1,874-1,874-100%$320.2K———
SageView Advisory Group, LLC
N/A—1,871-1,871-100%$319.7K———
One Charles Private Wealth Services, LLC
N/A—1,870-1,870-100%$319.5K———
Kiley Juergens Wealth Management, LLC
N/A—1,864-1,864-100%$318.5K———
Fukoku Mutual Life Insurance Co
N/A—1,860-1,860-100%$317.8K———
Aspire Capital Advisors LLC
N/A—1,860-1,860-100%$317.8K———
Fort Sheridan Advisors LLC
N/A—1,836-1,836-100%$313.7K———
Requisite Capital Management, LLC
N/A—1,815-1,815-100%$310.1K———
Traub Capital Management LLC
N/A—1,815-1,815-100%$310.1K———
Cascades Capital Asset Management, LLC
N/A—1,807-1,807-100%$308.7K———
Oxbow Advisors, LLC
N/A—1,805-1,805-100%$308.4K———
Fortress Private Ledger, LLC
N/A—1,799-1,799-100%$307.4K———
Norris Financial Group, LLC
N/A—1,793-1,793-100%$306.4K———
STG Securities, LLC
N/A—1,787-1,787-100%$305.3K———
RB Capital Management, LLC
N/A—1,784-1,784-100%$304.8K———
Perspective Wealth Advisors LLC
N/A—1,759-1,759-100%$300.5K———
Retirement Planning Group, LLC / NY
N/A—1,754-1,754-100%$299.7K———
JT Stratford LLC
N/A—1,738-1,738-100%$297.0K———
Sound View Wealth Advisors Group, LLC
N/A—1,738-1,738-100%$296.9K———
Quotient Wealth Partners, LLC
N/A—1,719-1,719-100%$293.7K———
Buffalo Business & Estate Services LTD
N/A—1,716-1,716-100%$293.2K———
Magnolia Private Wealth, LLC
N/A—1,699-1,699-100%$290.3K———
Tobias Financial Advisors, Inc.
N/A—1,688-1,688-100%$288.4K———
Drive Wealth Management, LLC
N/A—1,683-1,683-100%$287.6K———
Acadian Asset Management LLC
N/A—1,680-1,680-100%$286———
Trivant Custom Portfolio Group, LLC
N/A—1,659-1,659-100%$283.5K———
Flputnam Investment Management Co
N/A—1,637-1,637-100%$279.7K———
Ancora Advisors LLCA
N/A—1,633-1,633-100%$279.0K———
Prestige Wealth Management Group LLC
N/A—1,630-1,630-100%$278.6K———
Regal Investment Advisors LLC
N/A—1,625-1,625-100%$277.7K———
Stratos Wealth Advisors, LLC
N/A—1,623-1,623-100%$277.3K———
WNY Asset Management, LLC
N/A—1,610-1,610-100%$275.1K———
Keel Point, LLC
N/A—1,568-1,568-100%$267.9K———
Empirical Asset Management, LLC
N/A—1,556-1,556-100%$265.9K———
Safeguard Investment Advisory Group, LLC
N/A—1,546-1,546-100%$264.2K———
J. M. Brown & Associates Inc.
N/A—1,542-1,542-100%$263.5K———
Stelac Advisory Services LLC
N/A—1,535-1,535-100%$262.3K———
FourThought Financial Partners, LLC
N/A—1,532-1,532-100%$261.8K———
Novak & Powell Financial Services, Inc.
N/A—1,524-1,524-100%$260.4K———
Mosaic Family Wealth Partners, LLC
N/A—1,501-1,501-100%$256.5K———
Cornerstone Capital, Inc.
N/A—1,500-1,500-100%$256.3K———
Delta Investment Management, LLC
N/A—1,493-1,493-100%$255.0K———
J Hagan Capital, Inc.
N/A—1,490-1,490-100%$254.6K———
Beck Bode, LLC
N/A—1,485-1,485-100%$253.7K———
Waterloo Capital, L.P.
N/A—1,485-1,485-100%$253.7K———
Ingalls & Snyder LLC
N/A—1,482-1,482-100%$253———
Mrwm Advisors, LLC
N/A—1,481-1,481-100%$253.0K———
First Foundation Advisors
N/A—1,480-1,480-100%$252.9K———
Prospect Financial Services LLC
N/A—1,471-1,471-100%$251.3K———
Arkos Global Advisors
N/A—1,443-1,443-100%$247———
Family Manage LLC
N/A—1,442-1,442-100%$246.4K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,433-1,433-100%$244.8K———
Slagle Financial, LLC
N/A—1,431-1,431-100%$244.4K———
IEQ Capital, LLC
N/A—1,421-1,421-100%$242.7K———
Fiduciary Trust Co
N/A—1,411-1,411-100%$241.1K———
RiverPark Advisors, LLC
N/A—1,408-1,408-100%$240.6K———
Summit Wealth Partners, LLC
N/A—1,384-1,384-100%$236.5K———
Goldstone Financial Group, LLC
N/A—1,380-1,380-100%$235.8K———
Hollencrest Capital Management
N/A—1,372-1,372-100%$234.5K———
Stonebridge Financial Group, LLC / MO
N/A—1,364-1,364-100%$233.1K———
Addison Capital Co
N/A—1,356-1,356-100%$231.7K———
Coastwise Capital Group, LLC
N/A—1,355-1,355-100%$231.5K———
Hilltop Partners LLC
N/A—1,346-1,346-100%$230.0K———
KMT Wealth Management, LLC
N/A—1,345-1,345-100%$229.8K———
SHP Wealth Management
N/A—1,345-1,345-100%$229.8K———
Garden State Investment Advisory Services LLC
N/A—1,342-1,342-100%$229.3K———
Hodges Capital Management Inc.
N/A—1,338-1,338-100%$228.6K———
Element Wealth, LLC
N/A—1,336-1,336-100%$228.3K———
Vines Capital Management, LLC
N/A—1,331-1,331-100%$227.4K———
CVA Family Office, LLC
N/A—1,313-1,313-100%$224.3K———
Stonebridge Financial Group, LLC
N/A—1,313-1,313-100%$224———
Genesis Financial Group, LLC
N/A—1,303-1,303-100%$222.6K———
Cozad Asset Management Inc
N/A—1,296-1,296-100%$221.4K———
O'shaughnessy Asset Management, LLC
N/A—1,284-1,284-100%$219.4K———
Panoramic Investment Advisors, LLC
N/A—1,276-1,276-100%$218.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,270-1,270-100%$217.0K———
Cardiff Park Advisors, LLC
N/A—1,269-1,269-100%$216.8K———
Roberts Glore & Co Inc
N/A—1,244-1,244-100%$212.6K———
Emissary Wealth LLC
N/A—1,242-1,242-100%$212.2K———
SlateStone Wealth, LLC
N/A—1,225-1,225-100%$209———
FSA Advisors, Inc.
N/A—1,194-1,194-100%$204.0K———
Leavell Investment Management, Inc.
N/A—1,189-1,189-100%$203.2K———
Inspire Advisors, LLC
N/A—1,185-1,185-100%$202.5K———
Seaview Investment Managers LLC
N/A—1,180-1,180-100%$201.6K———
First Commonwealth Financial Corp
N/A—1,178-1,178-100%$201.3K———
Meiji Yasuda Asset Management Co Ltd.
N/A—1,178-1,178-100%$201.3K———
WPWealth LLP
N/A—1,175-1,175-100%$200.8K———
Cypress Capital Management LLC (WY)
N/A—1,100-1,100-100%$187.9K———
Graney & King, LLC
N/A—1,082-1,082-100%$184.9K———
Banque Transatlantique SA
N/A—1,065-1,065-100%$182.0K———
Strategic Investment Solutions, Inc.
N/A—1,060-1,060-100%$181.1K———
Mpwm Advisory Solutions, LLC
N/A—1,023-1,023-100%$174.8K———
Columbus Hill Capital Management, L.P.
N/A—1,000-1,000-100%$170.9K———
PeakShares LLC
N/A—1,000-1,000-100%$170.9M———
Nitorum Capital, L.P.
N/A—1,000-1,000-100%$170.9K———
Colonial Trust Advisors
N/A—983-983-100%$168.0K———
Whittier Trust Co
N/A—932-932-100%$149.5K———
Napier Financial, LLC
N/A—891-891-100%$152.2K———
Ankerstar Wealth, LLC
N/A—880-880-100%$150.4K———
Core Capital Management & Research, inc.
N/A—850-850-100%$116.4K———
Quent Capital, LLC
N/A—835-835-100%$142.7K———
Bartlett & Co. Wealth Management LLC
N/A—821-821-100%$140.2K———
Dogwood Wealth Management LLC
N/A—811-811-100%$138.6K———
Quantbot Technologies LP
N/A—807-807-100%$137.9K———
Turim 21 Investimentos Ltda.
N/A—807-807-100%$137.9K———
ACT Capital Management, LLC
N/A—800-800-100%$136.7K———
Front Row Advisors LLC
N/A—775-775-100%$103.3K———
MidFirst Bank
N/A—771-771-100%$131.7K———
Truvestments Capital LLC
N/A—762-762-100%$130.2K———
Avalon Trust Co
N/A—725-725-100%$123.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—720-720-100%$123.0K———
Philadelphia Investment Partners, LLC
N/A—711-711-100%$121.5K———
Beaird Harris Wealth Management, LLC
N/A—705-705-100%$120.5K———
IMA Advisory Services, Inc.
N/A—658-658-100%$112.4K———
Centennial Bank
N/A—642-642-100%$109.7K———
Proffitt & Goodson Inc
N/A—626-626-100%$107.0K———
Pingora Partners LLC
N/A—613-613-100%$104.7K———
Leo H. Evart, Inc.
N/A—603-603-100%$103.1K———
Strive Financial Group,LLC
N/A—579-579-100%$98.9K———
Burnham & Co LLC
N/A—575-575-100%$98.2K———
Danske Bank A/S
N/A—557-557-100%$95.2K———
Synergy Investment Management, LLC
N/A—555-555-100%$92.4K———
Strategic Wealth Partners, Ltd.
N/A—553-553-100%$94.5K———
Osterweis Capital Management Inc
N/A—550-550-100%$94.0K———
ST Germain D J Co Inc
N/A—539-539-100%$92.1K———
Private Wealth Asset Management, LLC
N/A—530-530-100%$90.6K———
Strait & Sound Wealth Management LLC
N/A—527-527-100%$90.0K———
Tripletail Wealth Management, LLC
N/A—525-525-100%$85.1K———
Oakmont Advisory Group, LLC
N/A—518-518-100%$88.5K———
Rialto Wealth Management, LLC
N/A—517-517-100%$88.3K———
Vanguard Advisers Inc
N/A—504-504-100%$86.1K———
Goldstream Capital Management Ltd
N/A—501-501-100%$85.6K———
Chesapeake Asset Management LLC
N/A—481-481-100%$82.2K———
HighMark Wealth Management LLC
N/A—480-480-100%$82.0K———
Groupe la Francaise
N/A—464-464-100%$65.7K———
Regatta Research & Money Management
N/A—426-426-100%$72.5K———
Medallion Wealth Advisors, LLC
N/A—425-425-100%$72.6K———
Capital Analysts, LLC
N/A—424-424-100%$73———
Orion Capital Management LLC
N/A—407-407-100%$69.5K———
Basepoint Wealth LLC
N/A—406-406-100%$69.4K———
Park Place Capital Corp
N/A—403-403-100%$68.9K———
LGT Financial Advisors LLC
N/A—398-398-100%$68.0K———
Game Plan Financial Advisors, LLC
N/A—376-376-100%$64.2K———
Sittner & Nelson, LLC
N/A—370-370-100%$63.2K———
Fiduciary Financial Advisors
N/A—369-369-100%$63.2K———
Silicon Valley Capital Partners
N/A—365-365-100%$62.4K———
Operose Advisors LLC
N/A—350-350-100%$59.8K———
Crews Bank & Trust
N/A—350-350-100%$59.8K———
MRP Capital Investments, LLC
N/A—350-350-100%$59.8K———
Bernard Wealth Management Corp.
N/A—343-343-100%$58.6K———
TD Capital Management LLC
N/A—334-334-100%$57.1K———
Transamerica Financial Advisors, LLC
N/A—332-332-100%$56.7K———
Johnson Financial Group, Inc.
N/A—328-328-100%$56.0K———
Security National Bank of SO DAK
N/A—280-280-100%$47.8K———
Keating Financial Advisory Services, Inc.
N/A—273-273-100%$46.6K———
Swan Capital LLC
N/A—271-271-100%$46.3K———
PMV Capital Advisers, LLC
N/A—270-270-100%$46.1K———
Kemnay Advisory Services Inc.
N/A—270-270-100%$46.1K———
Copia Wealth Management
N/A—266-266-100%$45.4K———
Financial Gravity Companies, Inc.
N/A—260-260-100%$44.4K———
Cary Street Partners Investment Advisory LLC
N/A—258-258-100%$44.1K———
Whittier Trust Co of Nevada Inc
N/A—242-242-100%$36.2K———
Luminist Capital LLC
N/A—231-231-100%$39.5K———
Seneschal Advisors, LLC
N/A—226-226-100%$38.6K———
Allied Private Wealth LLC
N/A—220-220-100%$32.6K———
Titan Wealth (CI) Ltd
N/A—215-215-100%$36.7K———
Darwin Wealth Management, LLC
N/A—214-214-100%$36.6K———
PIN OAK Investment Advisors Inc
N/A—190-190-100%$32———
Steigerwald, Gordon & Koch Inc.
N/A—186-186-100%$31.7K———
JTC Employer Solutions Trustee Ltd
N/A—185-185-100%$25———
Financial Life Planners
N/A—180-180-100%$30.8K———
Nalls Sherbakoff Group, LLC
N/A—166-166-100%$28.4K———
Bank of the Bluegrass & Trust Co.
N/A—156-156-100%$23.5K———
Walsh & Associates, LLC
N/A—150-150-100%$25.6K———
McMillan Office, Inc.
N/A—150-150-100%$25.6K———
Bellevue Asset Management, LLC
N/A—150-150-100%$25.6K———
Caldwell Sutter Capital, Inc.
N/A—149-149-100%$25.5K———
Delta Asset Management LLC
N/A—148-148-100%$25.3K———
Tidemark, LLC
N/A—146-146-100%$24.9K———
Highland Investment Advisors LLC
N/A—145-145-100%$24.8K———
Frazier Financial Advisors, LLC
N/A—144-144-100%$24.5K———
Heritage Wealth Advisors
N/A—143-143-100%$24.4K———
Sachetta, LLC
N/A—139-139-100%$23.7K———
Gould Capital, LLC
N/A—135-135-100%$23.1K———
Millstone Evans Group, LLC
N/A—128-128-100%$21.9K———
Measured Wealth Private Client Group, LLC
N/A—119-119-100%$20.3K———
Vision Retirement, LLC
N/A—118-118-100%$20.2K———
Quantum Portfolio Management LLC
N/A—110-110-100%$18.8K———
Outlook Capital Management, LLC
N/A—110-110-100%$18.8K———
DRH Investments, Inc.
N/A—110-110-100%$18.8K———
Meramec Financial Planners, LLC
N/A—103-103-100%$11.7K———
ESL Trust Services, LLC
N/A—100-100-100%$17.1K———
NCP Inc.
N/A—100-100-100%$17.1K———
Top Private Wealth Llc.
N/A—87-87-100%$14.9K———
PlanVest Financial, Inc
N/A—81-81-100%$13.8K———
Monetary Management Group Inc
N/A—80-80-100%$13.7K———
Raffa Wealth Management, LLC
N/A—71-71-100%$12.1K———
Fort Point Capital Partners LLC
N/A—69-69-100%$11.8K———
Benson Wealth Management Inc
N/A—66-66-100%$11.3K———
Wiser Advisor Group LLC
N/A—63-63-100%$10.8K———
FWL Investment Management, LLC
N/A—60-60-100%$10.3K———
Marshall Investment Management, LLC
N/A—56-56-100%$9.6K———
Security National Bank of Sioux City Iowa
N/A—54-54-100%$9.2K———
Abound Financial, LLC
N/A—53-53-100%$9.1K———
Westfuller Advisors, LLC
N/A—50-50-100%$8.5K———
VSM Wealth Advisory, LLC
N/A—46-46-100%$7.9K———
Osbon Capital Management LLC
N/A—40-40-100%$6.9K———
Palouse Capital Management, Inc.
N/A—40-40-100%$6.8K———
JPL Wealth Management, LLC
N/A—33-33-100%$5.6K———
Dunhill Financial, LLC
N/A—32-32-100%$5.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—27-27-100%$4.6K———
HFM Investment Advisors, LLC
N/A—25-25-100%$4.3K———
Colonial Trust Co / SC
N/A—18-18-100%$3.1K———
Thomas J. Herzfeld Advisors, Inc.
N/A—17-17-100%$2.9K———
Roble, Belko & Company, Inc
N/A—16-16-100%$3———
Financial Avengers, Inc.
N/A—15-15-100%$2.6K———
Timbuktu Capital Management, LLC
N/A—12-12-100%$2.1K———
Paladin Advisory Group, LLC
N/A—11-11-100%$1.9K———
Timmons Wealth Management, LLC
N/A—11-11-100%$1.9K———
Cordant, Inc.
N/A—10-10-100%$1.7K———
Minot DeBlois Advisors LLC
N/A—10-10-100%$1.7K———
Raelipskie Partnership
N/A—10-10-100%$1.7K———
Investors Portfolio Services LLC
N/A—10-10-100%$1.7K———
Providence Capital Advisors, LLC
N/A—10-10-100%$1.7K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$1.7K———
Cornerstone Financial Management LLC
N/A—6-6-100%$1.0K———
Quarry LP
N/A—3-3-100%$513———
Altshuler Shaham Ltd
N/A—1-1-100%$171———
Showing 2448 of 2448 institutions