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Stryker Corp (SYK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Greenleaf Trust
DECREASED
Shares15,155,933 from 15,228,545
Change-72,612 (0%)
Value$4.2B (-$620.8M)
Filed 2026-10-29
Geode Capital Management, LLC
INCREASED
Shares8,005,900 from 7,819,802
Change+186,098 (+2%)
Value$2.2B (-$255.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares3,494,372 from 3,548,516
Change-54,144 (-2%)
Value$962.3M (-$154.9M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares2,455,922 from 1,438,910
Change+1,017,012 (+71%)
Value$676.3M (+$223.3M)
Filed 2026-11-06
Flossbach VON Storch SE
INCREASED
Shares2,426,432 from 1,475,371
Change+951,061 (+64%)
Value$668.2M (+$203.7M)
Filed 2026-10-28
Parnassus Investments, LLC
INCREASED
Shares2,044,522 from 1,924,514
Change+120,008 (+6%)
Value$563.0M (-$42.9M)
Filed 2026-10-22
Dimensional Fund Advisors LP
INCREASED
Shares1,502,537 from 1,382,171
Change+120,366 (+9%)
Value$413.8M (-$21.6M)
Filed 2026-11-04
Amundi
INCREASED
Shares1,431,659 from 1,246,353
Change+185,306 (+15%)
Value$394.3M (+$1.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares1,171,060 from 1,187,348
Change-16,288 (-1%)
Value$322.5M (-$51.3M)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares1,157,166 from 1,154,957
Change+2,209 (+0%)
Value$318.7M (-$45.0M)
Filed 2026-10-23
DekaBank Deutsche Girozentrale
INCREASED
Shares1,120,621 from 752,729
Change+367,892 (+49%)
Value$312.2K (+$65.8K)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares899,826 from 847,430
Change+52,396 (+6%)
Value$247.8M (-$19.0M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares767,516 from 741,205
Change+26,311 (+4%)
Value$211.4M (-$22.0M)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares743,060 from 805,637
Change-62,577 (-8%)
Value$204.6M (-$49.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares709,809 from 623,725
Change+86,084 (+14%)
Value$195.5M (-$899.2K)
Filed 2026-11-04
Veritas Asset Management LLP
INCREASED
Shares708,935 from 533,784
Change+175,151 (+33%)
Value$195.2M (+$27.2M)
Filed 2026-11-05
Fenimore Asset Management Inc
INCREASED
Shares550,558 from 547,340
Change+3,218 (+1%)
Value$151.6M (-$20.7M)
Filed 2026-10-08
Principal Financial Group Inc
INCREASED
Shares519,322 from 480,116
Change+39,206 (+8%)
Value$143.0M (-$8.1M)
Filed 2026-11-02
Welch & Forbes LLC
DECREASED
Shares519,163 from 519,496
Change-333 (0%)
Value$143.0M (-$20.6M)
Filed 2026-11-04
Alecta Tjanstepension Omsesidigt
DECREASED
Shares510,900 from 547,900
Change-37,000 (-7%)
Value$140.7M (-$31.8M)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares427,671 from 478,029
Change-50,358 (-11%)
Value$117.8M (-$32.7M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares420,608 from 421,651
Change-1,043 (0%)
Value$115.8M (-$16.9M)
Filed 2026-11-06
King Luther Capital Management Corp
DECREASED
Shares403,654 from 429,546
Change-25,892 (-6%)
Value$111.2M (-$24.1M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares403,309 from 401,610
Change+1,699 (+0%)
Value$111.1M (-$15.4M)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares402,425 from 420,962
Change-18,537 (-4%)
Value$111.0M (-$22.6M)
Filed 2026-11-06
ABN Amro Investment Solutions
DECREASED
Shares401,188 from 414,338
Change-13,150 (-3%)
Value$110.5M (-$20.0M)
Filed 2026-10-21
Fisher Asset Management, LLC
DECREASED
Shares378,378 from 395,774
Change-17,396 (-4%)
Value$104.2M (-$20.4M)
Filed 2026-11-06
Fort Washington Investment Advisors Inc
INCREASED
Shares367,335 from 173,915
Change+193,420 (+111%)
Value$101.2M (+$46.4M)
Filed 2026-10-15
SEB Asset Management AB
DECREASED
Shares350,365 from 398,062
Change-47,697 (-12%)
Value$96.5M (-$28.8M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares348,155 from 371,302
Change-23,147 (-6%)
Value$96.1M (-$21.9M)
Filed 2026-10-29
Perpetual Ltd
INCREASED
Shares338,569 from 1,946
Change+336,623 (+17298%)
Value$93.2M (+$92.6M)
Filed 2026-10-13
Boston Trust Walden Corp
DECREASED
Shares289,940 from 293,589
Change-3,649 (-1%)
Value$79.8M (-$12.6M)
Filed 2026-10-30
Davenport & Co LLC
DECREASED
Shares285,110 from 286,243
Change-1,133 (0%)
Value$78.7M (-$11.4M)
Filed 2026-10-14
Swedbank AB
INCREASED
Shares255,485 from 234,418
Change+21,067 (+9%)
Value$70.4M (-$3.4M)
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares244,018 from 248,309
Change-4,291 (-2%)
Value$67.2K (-$78.1M)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares242,933 from 306,159
Change-63,226 (-21%)
Value$66.9M (-$29.5M)
Filed 2026-11-05
CWS Financial Advisors, LLC
DECREASED
Shares241,684 from 243,264
Change-1,580 (-1%)
Value$66.6M (-$10.0M)
Filed 2026-10-16
Roffman Miller Associates Inc
INCREASED
Shares227,788 from 127,268
Change+100,520 (+79%)
Value$36.8M (-$3.3M)
Filed 2026-10-19
Carnegie Investment Counsel
DECREASED
Shares226,577 from 228,574
Change-1,997 (-1%)
Value$60.8M (-$9.3M)
Filed 2026-10-20
Nicholas Company, Inc.
UNCHANGED
Shares216,873 from 216,873
Change0 (0%)
Value$59.7M (-$8.6M)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED
Shares215,547 from 318,464
Change-102,917 (-32%)
Value$59.4M (-$40.9M)
Filed 2026-10-20
KBC Group NV
DECREASED
Shares213,961 from 265,410
Change-51,449 (-19%)
Value$58.9K (-$83.5M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
DECREASED
Shares208,609 from 210,670
Change-2,061 (-1%)
Value$57.0M (-$9.0M)
Filed 2026-10-16
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares206,339 from 207,396
Change-1,057 (-1%)
Value$57.0M (-$8.5M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares197,511 from 208,259
Change-10,748 (-5%)
Value$54.4M (-$11.2M)
Filed 2026-11-05
Confluence Investment Management LLC
DECREASED
Shares196,130 from 212,000
Change-15,870 (-7%)
Value$54.0M (-$12.7M)
Filed 2026-10-01
Banque Pictet & CIE SA
INCREASED
Shares189,206 from 188,324
Change+882 (+0%)
Value$52.1M (-$7.2M)
Filed 2026-10-16
Chicago Capital, LLC
DECREASED
Shares176,424 from 198,582
Change-22,158 (-11%)
Value$48.6M (-$13.9M)
Filed 2026-10-13
Tandem Investment Advisors, Inc.
DECREASED
Shares175,490 from 178,927
Change-3,437 (-2%)
Value$48.3M (-$8.0M)
Filed 2026-11-04
Compass Capital Management, Inc
INCREASED
Shares168,441 from 160,479
Change+7,962 (+5%)
Value$46.4M (-$4.1M)
Filed 2026-11-06
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares166,894 from 120,896
Change+45,998 (+38%)
Value$46.0M (+$7.9M)
Filed 2026-10-30
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares163,830 from 164,326
Change-496 (0%)
Value$45.1M (-$6.6M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares162,543 from 135,035
Change+27,508 (+20%)
Value$33.8M (+$2.4M)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares160,886 from 166,859
Change-5,973 (-4%)
Value$44.3M (-$8.2M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares151,993 from 163,353
Change-11,360 (-7%)
Value$41.9M (-$9.6M)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares150,467 from 147,417
Change+3,050 (+2%)
Value$41.4M (-$5.0M)
Filed 2026-10-27
Bahl & Gaynor LLC
DECREASED
Shares146,665 from 154,634
Change-7,969 (-5%)
Value$40.4M (-$8.3M)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED
Shares140,210 from 134,256
Change+5,954 (+4%)
Value$38.6M (-$3.7M)
Filed 2026-10-30
Chesley Taft & Associates LLC
DECREASED
Shares137,980 from 138,749
Change-769 (-1%)
Value$38.0M (-$5.7M)
Filed 2026-10-13
Bank Pictet & Cie (Europe) AG
DECREASED
Shares137,401 from 146,359
Change-8,958 (-6%)
Value$37.8M (-$8.2M)
Filed 2026-10-20
Douglas Lane & Associates, LLC
INCREASED
Shares134,678 from 44,349
Change+90,329 (+204%)
Value$37.1M (+$23.1M)
Filed 2026-10-09
AMF Tjanstepension AB
INCREASED
Shares132,694 from 130,128
Change+2,566 (+2%)
Value$36.5M (-$4.4M)
Filed 2026-10-22
Manitou Investment Management Ltd.
INCREASED
Shares131,889 from 117,276
Change+14,613 (+12%)
Value$36.3M (-$602.3K)
Filed 2026-10-15
ASR Vermogensbeheer N.V.
INCREASED
Shares131,524 from 1,731
Change+129,793 (+7498%)
Value$36.2M (+$35.7M)
Filed 2026-10-16
Candriam S.C.A.
DECREASED
Shares126,875 from 161,744
Change-34,869 (-22%)
Value$35.1M (-$15.8M)
Filed 2026-11-03
Howland Capital Management LLC
INCREASED
Shares126,732 from 124,552
Change+2,180 (+2%)
Value$35.0M (-$4.3M)
Filed 2026-10-22
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares115,003 from 111,941
Change+3,062 (+3%)
Value$31.7M (-$3.6M)
Filed 2026-10-09
Swiss Life Asset Management Ltd
INCREASED
Shares113,391 from 78,431
Change+34,960 (+45%)
Value$31.2M (+$6.5M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
UNCHANGED
Shares111,395 from 111,395
Change0 (0%)
Value$30.7M (-$4.4M)
Filed 2026-11-05
Baskin Financial Services Inc.
DECREASED
Shares110,407 from 112,846
Change-2,439 (-2%)
Value$30.4K (-$5.1K)
Filed 2026-10-19
Wendell David Associates Inc
DECREASED
Shares109,428 from 111,616
Change-2,188 (-2%)
Value$30.1K (-$35.1M)
Filed 2026-10-27
Bath Savings Trust Co
DECREASED
Shares108,206 from 109,720
Change-1,514 (-1%)
Value$29.8M (-$4.7M)
Filed 2026-10-07
Eurizon Capital SGR S.p.A.
INCREASED
Shares107,386 from 92,338
Change+15,048 (+16%)
Value$29.6M (+$396.9K)
Filed 2026-11-06
Vontobel Holding Ltd.
INCREASED
Shares105,592 from 100,746
Change+4,846 (+5%)
Value$29.1M (-$2.6M)
Filed 2026-10-16
Noesis Capital Mangement Corp
INCREASED
Shares104,945 from 77,007
Change+27,938 (+36%)
Value$28.9M (+$4.7M)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED
Shares104,547 from 65,794
Change+38,753 (+59%)
Value$28.8M (+$8.1M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares103,631 from 100,450
Change+3,181 (+3%)
Value$28.5M (-$3.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares102,804 from 108,889
Change-6,085 (-6%)
Value$28.3M (-$6.0M)
Filed 2026-11-02
Quilter Plc
INCREASED
Shares101,298 from 94,048
Change+7,250 (+8%)
Value$27.9M (-$1.7M)
Filed 2026-10-21
Waycross Partners, LLC
NEW
Shares101,131
Change+101,131
Value$27.9M
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares100,808 from 95,944
Change+4,864 (+5%)
Value$27.9M (-$2.4M)
Filed 2026-10-20
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares100,441 from 100,441
Change0 (0%)
Value$27.7K (-$31.6M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares100,291 from 98,207
Change+2,084 (+2%)
Value$27.6M (-$3.3M)
Filed 2026-10-13
E. Ohman J:or Asset Management AB
DECREASED
Shares99,490 from 131,471
Change-31,981 (-24%)
Value$27.4M (-$14.0M)
Filed 2026-10-22
Professional Advisory Services Inc
INCREASED
Shares98,993 from 83,421
Change+15,572 (+19%)
Value$27.3K (+$998)
Filed 2026-10-08
Mogy Joel R Investment Counsel Inc
DECREASED
Shares98,542 from 100,030
Change-1,488 (-1%)
Value$27.1M (-$4.4M)
Filed 2026-10-13
Suncoast Equity Management
DECREASED
Shares98,274 from 105,926
Change-7,652 (-7%)
Value$27.1M (-$6.3M)
Filed 2026-11-03
Grandfield & Dodd, LLC
INCREASED
Shares98,086 from 97,311
Change+775 (+1%)
Value$27.0M (-$3.6M)
Filed 2026-10-29
Dillon & Associates Inc
INCREASED
Shares97,024 from 94,225
Change+2,799 (+3%)
Value$26.7K (-$29.7M)
Filed 2026-10-22
Creative Planning
DECREASED
Shares96,598 from 136,568
Change-39,970 (-29%)
Value$26.6M (-$16.4M)
Filed 2026-11-02
Arizona State Retirement System
INCREASED
Shares95,911 from 95,644
Change+267 (+0%)
Value$26.4M (-$3.7M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares95,169 from 92,172
Change+2,997 (+3%)
Value$26.2M (-$2.8M)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares94,280 from 109,413
Change-15,133 (-14%)
Value$26.0M (-$8.5M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares93,329 from 57,029
Change+36,300 (+64%)
Value$25.7M (+$6.7M)
Filed 2026-11-06
OFI Invest Asset Management
INCREASED
Shares92,168 from 88,370
Change+3,798 (+4%)
Value$22.6M (-$1.8M)
Filed 2026-11-06
Provident Trust Co
NEW
Shares91,417
Change+91,417
Value$25.2M
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares90,796 from 88,759
Change+2,037 (+2%)
Value$28.6M (+$641.4K)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares90,083 from 103,692
Change-13,609 (-13%)
Value$24.8M (-$7.8M)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares88,747 from 103,957
Change-15,210 (-15%)
Value$24.4M (-$8.3M)
Filed 2026-10-30
State of Michigan Retirement System
DECREASED
Shares87,699 from 88,299
Change-600 (-1%)
Value$24.2M (-$3.6M)
Filed 2026-10-27
Natixis
DECREASED
Shares86,571 from 144,712
Change-58,141 (-40%)
Value$23.8M (-$21.7M)
Filed 2026-11-06
Cohen Capital Management, Inc.
INCREASED
Shares86,390 from 83,845
Change+2,545 (+3%)
Value$23.8M (-$2.6M)
Filed 2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares86,390 from 85,633
Change+757 (+1%)
Value$23.8M (-$3.2M)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares84,132 from 86,266
Change-2,134 (-2%)
Value$23.2M (-$4.0M)
Filed 2026-11-02
Raiffeisen Bank International AG
DECREASED
Shares84,072 from 93,268
Change-9,196 (-10%)
Value$23.4M (-$7.4M)
Filed 2026-10-28
LaFleur & Godfrey LLC
INCREASED
Shares82,899 from 75,766
Change+7,133 (+9%)
Value$22.8M (-$1.0M)
Filed 2026-10-27
IFM Investors Pty Ltd
INCREASED
Shares81,818 from 80,221
Change+1,597 (+2%)
Value$22.5M (-$2.7M)
Filed 2026-10-14
Aberdeen Group plc
DECREASED
Shares80,126 from 306,201
Change-226,075 (-74%)
Value$8.9M (-$87.5M)
Filed 2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED
Shares77,853 from 78,447
Change-594 (-1%)
Value$21.4M (-$3.3M)
Filed 2026-11-05
Capital Investment Services of America, Inc.
INCREASED
Shares77,122 from 76,587
Change+535 (+1%)
Value$21.2M (-$2.9M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares77,117 from 76,207
Change+910 (+1%)
Value$21.2M (-$2.8M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares73,266 from 73,172
Change+94 (+0%)
Value$20.2K (-$23.0M)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares73,208 from 73,580
Change-372 (-1%)
Value$20.2M (-$3.0M)
Filed 2026-10-28
Retirement Systems of Alabama
INCREASED
Shares73,200 from 72,482
Change+718 (+1%)
Value$20.2M (-$2.7M)
Filed 2026-11-04
Mcdaniel Terry & Co
INCREASED
Shares73,072 from 67,708
Change+5,364 (+8%)
Value$20.1M (-$1.2M)
Filed 2026-11-05
Stack Financial Management, Inc
DECREASED
Shares72,488 from 72,644
Change-156 (0%)
Value$20.0M (-$2.9M)
Filed 2026-11-02
Waldron Private Wealth LLC
INCREASED
Shares72,047 from 71,770
Change+277 (+0%)
Value$19.8M (-$2.8M)
Filed 2026-11-02
Godsey & Gibb, Inc
INCREASED
Shares71,349 from 69,441
Change+1,908 (+3%)
Value$19.6M (-$2.2M)
Filed 2026-10-14
Talbot Financial, LLC
INCREASED
Shares71,125 from 57,946
Change+13,179 (+23%)
Value$19.6M (+$1.3M)
Filed 2026-10-19
Fishman JAY A LTD
DECREASED
Shares70,773 from 74,288
Change-3,515 (-5%)
Value$19.5M (-$3.9M)
Filed 2026-10-26
Daiwa Securities Group Inc.
INCREASED
Shares70,114 from 69,190
Change+924 (+1%)
Value$19.3M (-$2.5M)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares69,729 from 68,326
Change+1,403 (+2%)
Value$19.2M (-$2.3M)
Filed 2026-10-19
Fideuram Asset Management (Ireland) dac
INCREASED
Shares69,336 from 63,007
Change+6,329 (+10%)
Value$22.0M (+$2.1M)
Filed 2026-10-29
Deprince Race & Zollo Inc
NEW
Shares68,627
Change+68,627
Value$18.9M
Filed 2026-10-13
LVM Capital Management LTD
INCREASED
Shares68,471 from 62,584
Change+5,887 (+9%)
Value$18.9M (+$18.8M)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
DECREASED
Shares68,283 from 68,570
Change-287 (0%)
Value$18.8M (-$2.8M)
Filed 2026-10-21
626 Financial, LLC
DECREASED
Shares67,706 from 67,753
Change-47 (0%)
Value$18.6M (-$2.7M)
Filed 2026-11-04
Calamos Advisors LLC
DECREASED
Shares67,502 from 112,069
Change-44,567 (-40%)
Value$18.6M (-$16.7M)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares67,329 from 77,812
Change-10,483 (-13%)
Value$18.5M (-$6.0M)
Filed 2026-10-14
Xponance LLC
INCREASED
Shares66,762 from 64,102
Change+2,660 (+4%)
Value$18.4M (-$1.8M)
Filed 2026-11-03
Nichols & Pratt Advisers LLP
INCREASED
Shares65,257 from 57,022
Change+8,235 (+14%)
Value$17.8M (-$140.3K)
Filed 2026-10-13
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares64,369 from 80,780
Change-16,411 (-20%)
Value$17.7M (-$7.7M)
Filed 2026-10-15
Florida Trust Wealth Management Co
INCREASED
Shares63,986 from 61,665
Change+2,321 (+4%)
Value$17.6M (-$1.8M)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares63,862 from 65,936
Change-2,074 (-3%)
Value$17.6M (-$3.2M)
Filed 2026-10-05
Neos Investment Management LLC
INCREASED
Shares63,413 from 55,637
Change+7,776 (+14%)
Value$17.5M (-$53.4K)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares63,119 from 54,876
Change+8,243 (+15%)
Value$17.4M (+$105.2K)
Filed 2026-10-29
Villere ST Denis J & Co LLC
DECREASED
Shares62,862 from 64,469
Change-1,607 (-2%)
Value$17.3M (-$3.0M)
Filed 2026-11-04
RIT Capital Partners PLC
DECREASED
Shares62,700 from 74,800
Change-12,100 (-16%)
Value$17.3M (-$6.3M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares62,389 from 56,413
Change+5,976 (+11%)
Value$17.4M (-$1.3M)
Filed 2026-10-30
Congress Asset Management Co
INCREASED
Shares62,186 from 56,142
Change+6,044 (+11%)
Value$17.1M (-$550.1K)
Filed 2026-10-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares62,090 from 62,381
Change-291 (0%)
Value$17.1M (-$2.5M)
Filed 2026-11-05
Bonness Enterprises Inc
DECREASED
Shares61,039 from 61,139
Change-100 (0%)
Value$16.8M (-$2.4M)
Filed 2026-10-08
Fiera Capital Corp
INCREASED
Shares60,199 from 51,805
Change+8,394 (+16%)
Value$16.6M (+$267.9K)
Filed 2026-11-06
Rempart Asset Management Inc.
UNCHANGED
Shares60,129 from 60,129
Change0 (0%)
Value$18.9M ($0)
Filed 2026-10-20
Generate Investment Management Ltd
INCREASED
Shares60,000 from 18,605
Change+41,395 (+222%)
Value$16.5M (+$10.7M)
Filed 2026-10-14
Segment Wealth Management, LLC
INCREASED
Shares59,971 from 56,773
Change+3,198 (+6%)
Value$16.5M (-$1.4M)
Filed 2026-10-26
Campbell Newman Asset Management Inc
INCREASED
Shares59,812 from 59,656
Change+156 (+0%)
Value$16.5M (-$2.3M)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares59,353 from 60,593
Change-1,240 (-2%)
Value$16.3K (-$19.1M)
Filed 2026-10-23
First Merchants Corp
DECREASED
Shares58,744 from 61,244
Change-2,500 (-4%)
Value$16.2M (-$3.1M)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares58,660 from 119,996
Change-61,336 (-51%)
Value$16.1K (-$36.2M)
Filed 2026-11-05
McGuire Investment Group, LLC
INCREASED
Shares58,398 from 57,704
Change+694 (+1%)
Value$16.1M (-$2.1M)
Filed 2026-10-23
Alta Capital Management LLC/
DECREASED
Shares58,197 from 61,995
Change-3,798 (-6%)
Value$16.0M (-$3.5M)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares56,267 from 59,172
Change-2,905 (-5%)
Value$15.5M (-$3.1M)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares54,545 from 61,637
Change-7,092 (-12%)
Value$15.0M (-$4.4M)
Filed 2026-10-21
Washington Trust Co
INCREASED
Shares53,924 from 53,566
Change+358 (+1%)
Value$14.9M (-$2.0M)
Filed 2026-10-22
Ethic Inc.
DECREASED
Shares53,818 from 57,533
Change-3,715 (-6%)
Value$14.8M (-$3.3M)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares53,360 from 39,935
Change+13,425 (+34%)
Value$14.7M (+$2.1M)
Filed 2026-11-05
Beese Fulmer Investment Management, Inc.
INCREASED
Shares52,879 from 51,146
Change+1,733 (+3%)
Value$14.6M (-$1.5M)
Filed 2026-10-23
Addenda Capital Inc.
INCREASED
Shares52,052 from 31,621
Change+20,431 (+65%)
Value$14.4M (+$4.4M)
Filed 2026-10-13
New York Life Investment Management LLC
INCREASED
Shares51,660 from 51,451
Change+209 (+0%)
Value$14.2M (-$2.0M)
Filed 2026-11-04
Eagle Rock Investment Company, LLC
INCREASED
Shares49,939 from 30,565
Change+19,374 (+63%)
Value$13.8M (+$4.1M)
Filed 2026-10-21
Davis-Rea Ltd.
INCREASED
Shares49,886 from 42,090
Change+7,796 (+19%)
Value$13.7M (+$449.8K)
Filed 2026-10-13
Avanza Fonder AB
INCREASED
Shares49,606 from 42,219
Change+7,387 (+18%)
Value$13.7M (+$368.8K)
Filed 2026-10-13
Norris Perne & French LLP
INCREASED
Shares49,558 from 46,771
Change+2,787 (+6%)
Value$13.6M (-$1.1M)
Filed 2026-10-23
YHB Investment Advisors, Inc.
DECREASED
Shares49,276 from 49,754
Change-478 (-1%)
Value$13.6M (-$2.1M)
Filed 2026-10-08
Citizens Financial Group Inc
DECREASED
Shares49,089 from 67,075
Change-17,986 (-27%)
Value$13.5M (-$7.6M)
Filed 2026-10-23
Harbour Trust & Investment Management Co
INCREASED
Shares49,012 from 48,159
Change+853 (+2%)
Value$13.5M (-$1.7M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares48,866 from 46,856
Change+2,010 (+4%)
Value$13.5M (-$1.3M)
Filed 2026-11-04
Toth Financial Advisory Corp
DECREASED
Shares48,709 from 50,810
Change-2,101 (-4%)
Value$13.4M (-$2.6M)
Filed 2026-10-08
Van Cleef Asset Management,Inc
INCREASED
Shares47,940 from 46,743
Change+1,197 (+3%)
Value$13.2M (-$1.5M)
Filed 2026-10-20
Sycomore Asset Management
UNCHANGED
Shares47,578 from 47,578
Change0 (0%)
Value$14.9K ($0)
Filed 2026-10-26
Granite Investment Partners, LLC
INCREASED
Shares46,981 from 46,801
Change+180 (+0%)
Value$12.9M (-$1.8M)
Filed 2026-11-04
AIA Group Ltd
INCREASED
Shares46,593 from 14,100
Change+32,493 (+230%)
Value$12.8M (+$8.4M)
Filed 2026-10-30
Yousif Capital Management, LLC
DECREASED
Shares46,503 from 47,697
Change-1,194 (-2%)
Value$12.8M (-$2.2M)
Filed 2026-10-22
Park National Corp
DECREASED
Shares46,029 from 47,755
Change-1,726 (-4%)
Value$12.7M (-$2.4M)
Filed 2026-10-05
Ninety One UK Ltd
DECREASED
Shares45,099 from 46,873
Change-1,774 (-4%)
Value$12.4M (-$2.3M)
Filed 2026-10-15
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares45,087 from 43,539
Change+1,548 (+4%)
Value$12.4M (-$1.3M)
Filed 2026-10-19
CapWealth Advisors, LLC
INCREASED
Shares44,625 from 41,748
Change+2,877 (+7%)
Value$12.3M (-$854.8K)
Filed 2026-10-05
GHP Investment Advisors, Inc.
INCREASED
Shares44,349 from 42,192
Change+2,157 (+5%)
Value$12.2M (-$1.1M)
Filed 2026-10-15
Nixon Peabody Trust Co
INCREASED
Shares43,868 from 42,081
Change+1,787 (+4%)
Value$12.1M (-$1.2M)
Filed 2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares43,767 from 40,606
Change+3,161 (+8%)
Value$12.1K (-$12.8M)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED
Shares43,315 from 49,723
Change-6,408 (-13%)
Value$11.9M (-$3.7M)
Filed 2026-10-13
UniSuper Management Pty Ltd
INCREASED
Shares43,163 from 38,003
Change+5,160 (+14%)
Value$11.9M (-$78.2K)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
INCREASED
Shares42,871 from 42,423
Change+448 (+1%)
Value$11.8M (-$1.6M)
Filed 2026-10-30
Glenview Trust Co
INCREASED
Shares42,125 from 4,484
Change+37,641 (+839%)
Value$11.6M (+$10.2M)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
DECREASED
Shares42,038 from 45,651
Change-3,613 (-8%)
Value$11.6M (-$2.8M)
Filed 2026-10-26
Calamos Wealth Management LLC
DECREASED
Shares41,892 from 43,842
Change-1,950 (-4%)
Value$11.5M (-$2.3M)
Filed 2026-11-02
Applied Finance Capital Management, LLC
INCREASED
Shares41,324 from 27,931
Change+13,393 (+48%)
Value$11.4M (+$2.6M)
Filed 2026-11-03
Covea Finance
DECREASED
Shares40,807 from 42,907
Change-2,100 (-5%)
Value$11.2M (-$2.3M)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares40,348 from 39,999
Change+349 (+1%)
Value$11.2M (-$1.9M)
Filed 2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares40,195 from 35,850
Change+4,345 (+12%)
Value$11.1M (-$217.7K)
Filed 2026-11-06
Sigma Investment Counselors Inc
INCREASED
Shares39,936 from 39,844
Change+92 (+0%)
Value$11.0M (-$1.5M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW
Shares39,860
Change+39,860
Value$11.0M
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares39,416 from 39,439
Change-23 (0%)
Value$10.9M (-$1.6M)
Filed 2026-10-22
BLB&B Advisors, LLC
INCREASED
Shares39,060 from 37,787
Change+1,273 (+3%)
Value$10.8M (-$1.1M)
Filed 2026-10-27
M&G Plc
INCREASED
Shares38,709 from 32,904
Change+5,805 (+18%)
Value$10.6M (+$280.2K)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares38,616 from 40,817
Change-2,201 (-5%)
Value$10.6M (-$2.2M)
Filed 2026-10-28
Parthenon LLC
INCREASED
Shares37,642 from 37,477
Change+165 (+0%)
Value$10.4M (-$1.4M)
Filed 2026-10-22
Palisade Asset Management, LLC
DECREASED
Shares37,183 from 37,308
Change-125 (0%)
Value$10.2M (-$1.5M)
Filed 2026-11-03
Long Road Investment Counsel, LLC
DECREASED
Shares36,107 from 42,907
Change-6,800 (-16%)
Value$9.9M (-$3.6M)
Filed 2026-11-04
Running Oak Capital LLC
INCREASED
Shares35,955 from 34,664
Change+1,291 (+4%)
Value$9.9M (-$1.0M)
Filed 2026-11-04
Lyell Wealth Management, LP
DECREASED
Shares35,801 from 36,756
Change-955 (-3%)
Value$9.9M (-$1.7M)
Filed 2026-10-30
Mutual of America Capital Management LLC
INCREASED
Shares35,795 from 35,684
Change+111 (+0%)
Value$9.9M (-$1.4M)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares35,661 from 38,236
Change-2,575 (-7%)
Value$9.8M (-$2.2M)
Filed 2026-10-27
Destiny Wealth Partners, LLC
NEW
Shares35,195
Change+35,195
Value$10.8M
Filed 2026-11-05
First Financial Bank - Trust Division
DECREASED
Shares34,963 from 35,165
Change-202 (-1%)
Value$9.6M (-$1.4M)
Filed 2026-10-01
Welch Group, LLC
INCREASED
Shares34,897 from 32,214
Change+2,683 (+8%)
Value$9.6M (-$532.0K)
Filed 2026-10-29
Ardent Capital Management, Inc.
DECREASED
Shares34,743 from 35,359
Change-616 (-2%)
Value$9.6M (-$1.6M)
Filed 2026-10-16
Abner Herrman & Brock LLC
INCREASED
Shares34,739 from 34,290
Change+449 (+1%)
Value$9.6K (-$1.2K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares34,581 from 34,949
Change-368 (-1%)
Value$9.6M (-$1.5M)
Filed 2026-10-29
Aegon Asset Management UK PLC
DECREASED
Shares34,401 from 34,557
Change-156 (0%)
Value$9.5M (-$1.4M)
Filed 2026-11-04
State of Alaska, Department of Revenue
DECREASED
Shares33,066 from 33,806
Change-740 (-2%)
Value$9.1K (-$10.6M)
Filed 2026-10-15
Security National Bank
INCREASED
Shares33,017 from 31,409
Change+1,608 (+5%)
Value$9.1M (-$796.3K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares32,745 from 26,062
Change+6,683 (+26%)
Value$9.0M (+$812.3K)
Filed 2026-10-26
QV Investors Inc.
NEW
Shares32,320
Change+32,320
Value$8.9K
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares32,157 from 36,201
Change-4,044 (-11%)
Value$8.9M (-$2.5M)
Filed 2026-10-23
OAK Ridge Investments LLC
DECREASED
Shares31,899 from 33,606
Change-1,707 (-5%)
Value$8.8M (-$1.8M)
Filed 2026-10-30
Mattern Capital Management, LLC
INCREASED
Shares31,776 from 31,079
Change+697 (+2%)
Value$8.8M (-$1.0M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares31,400 from 21,186
Change+10,214 (+48%)
Value$8.6M (+$2.0M)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares31,101 from 30,825
Change+276 (+1%)
Value$8.6M (-$1.1M)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares30,781 from 31,040
Change-259 (-1%)
Value$8.5M (-$1.3M)
Filed 2026-10-23
Wormser Freres Gestion
INCREASED
Shares30,263 from 30,055
Change+208 (+1%)
Value$8.3M (-$1.4M)
Filed 2026-10-21
Trust Co of Vermont
DECREASED
Shares29,984 from 31,406
Change-1,422 (-5%)
Value$8.3M (-$1.6M)
Filed 2026-10-21
Marble Harbor Investment Counsel, LLC
INCREASED
Shares29,932 from 28,818
Change+1,114 (+4%)
Value$8.2M (-$830.1K)
Filed 2026-11-06
Private Wealth Partners, LLC
INCREASED
Shares29,890 from 29,614
Change+276 (+1%)
Value$8.2M (-$1.1M)
Filed 2026-10-22
Investment House LLC
DECREASED
Shares28,953 from 39,492
Change-10,539 (-27%)
Value$8.0M (-$4.5M)
Filed 2026-10-21
Fulton Breakefield Broenniman LLC
DECREASED
Shares28,921 from 42,649
Change-13,728 (-32%)
Value$8.0M (-$5.5M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares28,721 from 27,853
Change+868 (+3%)
Value$7.9M (-$859.8K)
Filed 2026-11-06
American National Bank & Trust
DECREASED
Shares28,617 from 32,942
Change-4,325 (-13%)
Value$7.9M (-$2.5M)
Filed 2026-10-07
Verdence Capital Advisors LLC
INCREASED
Shares28,206 from 13,851
Change+14,355 (+104%)
Value$7.8M (+$3.4M)
Filed 2026-10-26
Legacy Trust
DECREASED
Shares28,162 from 30,167
Change-2,005 (-7%)
Value$8.2M (-$1.3M)
Filed 2026-11-06
Hendershot Investments Inc.
INCREASED
Shares28,091 from 23,661
Change+4,430 (+19%)
Value$7.7M (+$286.6K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares27,346 from 28,897
Change-1,551 (-5%)
Value$7.5M (-$1.6M)
Filed 2026-10-21
Carnegie Lake Advisors LLC
UNCHANGED
Shares27,169 from 27,169
Change0 (0%)
Value$7.5M (-$1.1M)
Filed 2026-11-06
Evexia Wealth LLC
INCREASED
Shares27,027 from 17,651
Change+9,376 (+53%)
Value$8.3M (+$2.3M)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares26,627 from 39,658
Change-13,031 (-33%)
Value$7.3M (-$5.2M)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED
Shares26,390 from 186,935
Change-160,545 (-86%)
Value$7.3M (-$51.6M)
Filed 2026-10-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares26,292 from 26,595
Change-303 (-1%)
Value$7.2M (-$1.1M)
Filed 2026-11-03
Hall Laurie J Trustee
DECREASED
Shares26,287 from 27,255
Change-968 (-4%)
Value$7.2M (-$1.3M)
Filed 2026-10-06
Gulf International Bank (UK) Ltd
UNCHANGED
Shares26,148 from 26,148
Change0 (0%)
Value$7.2K (-$8.2M)
Filed 2026-10-20
UMB Bank, n.a.
INCREASED
Shares25,993 from 25,603
Change+390 (+2%)
Value$7.2M (-$902.6K)
Filed 2026-11-06
Jefferies Financial Group Inc.
DECREASED
Shares25,118 from 32,511
Change-7,393 (-23%)
Value$6.9M (-$3.3M)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares24,913 from 26,127
Change-1,214 (-5%)
Value$6.9M (-$1.4M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
DECREASED
Shares24,855 from 35,203
Change-10,348 (-29%)
Value$6.8M (-$4.2M)
Filed 2026-11-05
Burns J W & Co Inc
DECREASED
Shares24,807 from 26,202
Change-1,395 (-5%)
Value$6.8M (-$1.4M)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares24,418 from 27,476
Change-3,058 (-11%)
Value$6.7M (-$1.9M)
Filed 2026-11-03
Bright Financial Advisors, Inc.
INCREASED
Shares23,870 from 23,394
Change+476 (+2%)
Value$6.6M (-$792.0K)
Filed 2026-10-23
Busey Bank
DECREASED
Shares23,566 from 24,681
Change-1,115 (-5%)
Value$6.5M (-$1.3M)
Filed 2026-10-26
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares23,471 from 23,776
Change-305 (-1%)
Value$6.5M (-$1.0M)
Filed 2026-10-30
First Citizens Bank & Trust Co
INCREASED
Shares23,420 from 19,056
Change+4,364 (+23%)
Value$6.4M (+$450.0K)
Filed 2026-10-14
Schmidt P J Investment Management Inc
INCREASED
Shares23,222 from 22,832
Change+390 (+2%)
Value$6.4M (-$793.2K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares23,088 from 29,358
Change-6,270 (-21%)
Value$6.4M (-$2.9M)
Filed 2026-11-03
Brady Family Wealth, LLC
DECREASED
Shares23,016 from 23,172
Change-156 (-1%)
Value$6.3M (-$957.1K)
Filed 2026-11-02
Middleton & Co Inc
DECREASED
Shares22,995 from 24,628
Change-1,633 (-7%)
Value$6.3M (-$1.4M)
Filed 2026-10-23
Marks Group Wealth Management, Inc
DECREASED
Shares22,972 from 24,998
Change-2,026 (-8%)
Value$6.3M (-$1.5M)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares22,808 from 23,575
Change-767 (-3%)
Value$6.3M (-$1.1M)
Filed 2026-10-27
Consolidated Investment Group LLC
INCREASED
Shares22,530 from 16,030
Change+6,500 (+41%)
Value$6.2M (+$1.2M)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares22,471 from 22,903
Change-432 (-2%)
Value$6.2M (-$1.0M)
Filed 2026-11-04
Assenagon Asset Management S.A.
DECREASED
Shares22,356 from 38,699
Change-16,343 (-42%)
Value$6.2M (-$6.0M)
Filed 2026-10-15
Bailard, Inc.
DECREASED
Shares22,159 from 23,299
Change-1,140 (-5%)
Value$6.1M (-$1.2M)
Filed 2026-10-13
JLB & Associates Inc
UNCHANGED
Shares21,723 from 21,723
Change0 (0%)
Value$6.8M ($0)
Filed 2026-10-27
Gouws Capital LLC
DECREASED
Shares21,676 from 21,761
Change-85 (0%)
Value$6.0M (-$881.9K)
Filed 2026-10-09
Carderock Capital Management Inc
DECREASED
Shares21,463 from 21,642
Change-179 (-1%)
Value$5.9M (-$903.1K)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares21,396 from 18,561
Change+2,835 (+15%)
Value$5.9M (+$48.5K)
Filed 2026-11-05
Gibraltar Capital Management, Inc.
NEW
Shares21,161
Change+21,161
Value$5.8M
Filed 2026-10-27
Baker Ellis Asset Management LLC
DECREASED
Shares21,128 from 21,398
Change-270 (-1%)
Value$5.8M (-$918.5K)
Filed 2026-10-14
Hixon Zuercher, LLC
DECREASED
Shares21,010 from 23,068
Change-2,058 (-9%)
Value$5.8M (-$1.5M)
Filed 2026-10-13
Tctc Holdings, LLC
DECREASED
Shares20,993 from 21,401
Change-408 (-2%)
Value$5.8M (-$956.6K)
Filed 2026-11-02
Letson Investment Management, Inc.
DECREASED
Shares20,903 from 21,263
Change-360 (-2%)
Value$5.8M (-$938.0K)
Filed 2026-11-05
Baker Chad R
INCREASED
Shares20,505 from 20,465
Change+40 (+0%)
Value$5.6M (-$796.3K)
Filed 2026-10-22
Baker Avenue Asset Management, LP
DECREASED
Shares20,446 from 21,271
Change-825 (-4%)
Value$5.6M (-$1.1M)
Filed 2026-11-06
Sky Investment Group LLC
INCREASED
Shares20,263 from 19,526
Change+737 (+4%)
Value$5.6M (-$567.3K)
Filed 2026-10-30
LEE Danner & Bass Inc
INCREASED
Shares20,055 from 18,982
Change+1,073 (+6%)
Value$5.5M (-$453.3K)
Filed 2026-10-27
CMH Wealth Management LLC
INCREASED
Shares19,970 from 18,271
Change+1,699 (+9%)
Value$5.5M (-$251.4K)
Filed 2026-10-22
Associated Banc-Corp
DECREASED
Shares19,927 from 22,667
Change-2,740 (-12%)
Value$5.5M (-$1.6M)
Filed 2026-10-30
Rossmore Private Capital
INCREASED
Shares19,552 from 19,316
Change+236 (+1%)
Value$5.4M (-$696.8K)
Filed 2026-10-27
Sawgrass Asset Management LLC
INCREASED
Shares19,410 from 19,197
Change+213 (+1%)
Value$5.3M (-$698.7K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares19,406 from 18,170
Change+1,236 (+7%)
Value$5.3M (-$661.4K)
Filed 2026-10-13
Vista Capital Partners, Inc.
INCREASED
Shares19,405 from 19,400
Change+5 (+0%)
Value$5.3M (-$764.0K)
Filed 2026-11-06
Diversify Wealth Management, LLC
INCREASED
Shares19,274 from 17,275
Change+1,999 (+12%)
Value$5.7M (-$165.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares19,274 from 17,275
Change+1,999 (+12%)
Value$5.7M (-$165.6K)
Filed 2026-10-20
PUREfi Wealth, LLC
DECREASED
Shares19,237 from 21,356
Change-2,119 (-10%)
Value$5.3M (-$1.4M)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares19,203 from 17,426
Change+1,777 (+10%)
Value$5.3M (-$204.6K)
Filed 2026-10-08
Clean Yield Group
INCREASED
Shares19,170 from 16,583
Change+2,587 (+16%)
Value$5.3M (+$58.2K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED
Shares19,119 from 28,009
Change-8,890 (-32%)
Value$5.3M (-$3.6M)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares18,999 from 18,390
Change+609 (+3%)
Value$5.2M (-$558.4K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares18,793 from 17,817
Change+976 (+5%)
Value$5.2M (-$434.1K)
Filed 2026-10-23
Hartford Investment Management Co
DECREASED
Shares18,730 from 19,087
Change-357 (-2%)
Value$5.2M (-$851.3K)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
INCREASED
Shares18,581 from 18,351
Change+230 (+1%)
Value$5.1M (-$660.5K)
Filed 2026-10-19
GPM Growth Investors, Inc.
DECREASED
Shares18,484 from 19,037
Change-553 (-3%)
Value$5.1M (-$903.3K)
Filed 2026-10-30
Eulav Asset Management
DECREASED
Shares18,371 from 41,371
Change-23,000 (-56%)
Value$5.1M (-$8.0M)
Filed 2026-10-23
Chronos Wealth Management, LLC
INCREASED
Shares18,234 from 17,964
Change+270 (+2%)
Value$5.0M (-$634.3K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares18,194 from 21,699
Change-3,505 (-16%)
Value$5.3M (-$1.5M)
Filed 2026-11-04
Oak Asset Management, LLC
INCREASED
Shares18,124 from 18,098
Change+26 (+0%)
Value$5.0M (-$706.9K)
Filed 2026-10-13
TruNorth Capital Management, LLC
DECREASED
Shares18,037 from 22,145
Change-4,108 (-19%)
Value$5.0M (-$2.0M)
Filed 2026-10-14
Two Point Capital Management, Inc.
DECREASED
Shares17,955 from 18,097
Change-142 (-1%)
Value$4.9M (-$753.0K)
Filed 2026-10-16
Kesler, Norman & Wride, LLC
INCREASED
Shares17,923 from 17,680
Change+243 (+1%)
Value$4.9M (-$630.8K)
Filed 2026-11-06
Generali Asset Management SPA SGR
DECREASED
Shares17,835 from 18,116
Change-281 (-2%)
Value$4.9M (-$792.1K)
Filed 2026-10-26
Smithbridge Asset Management Inc
DECREASED
Shares17,696 from 17,851
Change-155 (-1%)
Value$4.9M (-$746.9K)
Filed 2026-10-19
Meiji Yasuda America Inc
INCREASED
Shares17,661 from 13,895
Change+3,766 (+27%)
Value$4.9M (+$489.0K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares17,638 from 16,841
Change+797 (+5%)
Value$4.9M (-$444.9K)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares17,554 from 15,379
Change+2,175 (+14%)
Value$4.8M (-$7.7K)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares17,200 from 17,600
Change-400 (-2%)
Value$4.7M (-$804.5K)
Filed 2026-10-20
Diversified Trust Co
DECREASED
Shares17,199 from 17,272
Change-73 (0%)
Value$4.7M (-$701.8K)
Filed 2026-11-06
OAK Family Advisors, LLC
DECREASED
Shares17,162 from 24,908
Change-7,746 (-31%)
Value$4.7M (-$3.1M)
Filed 2026-10-19
Lynch & Associates
DECREASED
Shares17,139 from 17,289
Change-150 (-1%)
Value$4.7M (-$723.2K)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares17,109 from 17,109
Change0 (0%)
Value$4.7K (-$5.4M)
Filed 2026-11-05
Appleton Partners Inc
DECREASED
Shares17,050 from 33,267
Change-16,217 (-49%)
Value$4.7K (-$10.5M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares16,915 from 16,358
Change+557 (+3%)
Value$4.6M (-$509.4K)
Filed 2026-11-04
Hohimer Wealth Management, LLC
NEW
Shares16,826
Change+16,826
Value$4.6M
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares16,519 from 8,346
Change+8,173 (+98%)
Value$4.5M (+$1.9M)
Filed 2026-11-03
Marietta Wealth Management, LLC
INCREASED
Shares16,421 from 15,893
Change+528 (+3%)
Value$4.6M (-$379.3K)
Filed 2026-10-22
Old National Bancorp
INCREASED
Shares16,037 from 8,310
Change+7,727 (+93%)
Value$4.4M (+$1.8M)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares15,977 from 15,922
Change+55 (+0%)
Value$4.4M (-$613.0K)
Filed 2026-10-15
Central Trust Co
DECREASED
Shares15,973 from 16,312
Change-339 (-2%)
Value$4.4M (-$736.9K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares15,951 from 13,413
Change+2,538 (+19%)
Value$4.4M (+$169.8K)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares15,828
Change+15,828
Value$4.4M
Filed 2026-10-30
Patton Albertson Miller Group, LLC
DECREASED
Shares15,808 from 15,965
Change-157 (-1%)
Value$4.4M (-$673.0K)
Filed 2026-10-26
Monarch Capital Management Inc
INCREASED
Shares15,738 from 15,296
Change+442 (+3%)
Value$4.3M (-$481.3K)
Filed 2026-10-19
AMG National Trust Bank
INCREASED
Shares15,572 from 15,165
Change+407 (+3%)
Value$4.3M (-$486.2K)
Filed 2026-11-05
Snider Financial Group
INCREASED
Shares15,431 from 15,259
Change+172 (+1%)
Value$4.2M (-$554.4K)
Filed 2026-10-16
Stonebridge Financial Group, LLC
DECREASED
Shares15,399 from 16,134
Change-735 (-5%)
Value$4.2M (-$838.6K)
Filed 2026-10-01
Concurrent Investment Advisors, LLC
DECREASED
Shares15,386 from 16,239
Change-853 (-5%)
Value$4.2M (-$875.4K)
Filed 2026-10-16
Central Bank & Trust Co
INCREASED
Shares15,318 from 15,083
Change+235 (+2%)
Value$4.2M (-$530.3K)
Filed 2026-10-09
AMI Investment Management Inc
INCREASED
Shares15,286 from 12,790
Change+2,496 (+20%)
Value$4.2M (+$182.8K)
Filed 2026-10-27
Tompkins Financial Corp
DECREASED
Shares15,147 from 15,785
Change-638 (-4%)
Value$4.2M (-$798.4K)
Filed 2026-10-05
Lanark Financial, Inc.
INCREASED
Shares15,034 from 14,987
Change+47 (+0%)
Value$4.1M (-$578.5K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares15,027 from 15,162
Change-135 (-1%)
Value$4.1M (-$635.3K)
Filed 2026-10-30
First Nebraska Trust Co
DECREASED
Shares15,025 from 15,650
Change-625 (-4%)
Value$4.1M (-$789.8K)
Filed 2026-10-30
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares14,877 from 14,383
Change+494 (+3%)
Value$4.1M (-$431.6K)
Filed 2026-10-13
Hendley & Co Inc
INCREASED
Shares14,753 from 14,093
Change+660 (+5%)
Value$4.1K (-$374)
Filed 2026-10-29
Linscomb Wealth, Inc.
INCREASED
Shares14,437 from 14,351
Change+86 (+1%)
Value$4.0M (-$542.4K)
Filed 2026-11-05
Clark & Stuart, Inc
INCREASED
Shares14,343 from 8,582
Change+5,761 (+67%)
Value$4.0M (+$1.3M)
Filed 2026-10-14
Trust Point Inc.
INCREASED
Shares14,277 from 13,480
Change+797 (+6%)
Value$3.9M (-$312.3K)
Filed 2026-10-27
Tandem Capital Management Corp
DECREASED
Shares14,179 from 14,303
Change-124 (-1%)
Value$3.9M (-$598.5K)
Filed 2026-10-22
Moran Wealth Management, LLC
DECREASED
Shares14,148 from 14,453
Change-305 (-2%)
Value$3.9M (-$654.2K)
Filed 2026-10-22
Lmcg Investments, LLC
DECREASED
Shares14,078 from 14,195
Change-117 (-1%)
Value$3.9M (-$592.2K)
Filed 2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED
Shares14,073 from 14,057
Change+16 (+0%)
Value$3.9M (-$550.1K)
Filed 2026-10-19
Watchman Group, Inc.
DECREASED
Shares14,048 from 15,027
Change-979 (-7%)
Value$3.9M (-$862.4K)
Filed 2026-10-16
Winch Advisory Services, LLC
DECREASED
Shares14,024 from 14,306
Change-282 (-2%)
Value$3.9M (-$642.3K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares13,876 from 13,838
Change+38 (+0%)
Value$3.8M (-$535.4K)
Filed 2026-10-16
Imc-Chicago, LLC
DECREASED
Shares13,820 from 16,036
Change-2,216 (-14%)
Value$3.8M (-$1.2M)
Filed 2026-11-05
First National Trust Co
DECREASED
Shares13,794 from 15,339
Change-1,545 (-10%)
Value$3.8M (-$1.0M)
Filed 2026-10-28
Radnor Capital Management, LLC
INCREASED
Shares13,730 from 13,388
Change+342 (+3%)
Value$3.8M (-$434.0K)
Filed 2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares13,687 from 14,187
Change-500 (-4%)
Value$3.8M (-$697.4K)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares13,388 from 12,464
Change+924 (+7%)
Value$3.7M (-$237.2K)
Filed 2026-10-26
Cooke Wealth Management, LLC
UNCHANGED
Shares13,200 from 13,200
Change0 (0%)
Value$3.6M (-$520.7K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares13,144 from 14,330
Change-1,186 (-8%)
Value$3.6M (-$892.0K)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares13,123 from 38,014
Change-24,891 (-65%)
Value$3.6M (-$8.4M)
Filed 2026-10-22
Columbia Asset Management
DECREASED
Shares13,079 from 13,477
Change-398 (-3%)
Value$3.6M (-$641.4K)
Filed 2026-10-19
Boit C F David
UNCHANGED
Shares13,045 from 13,045
Change0 (0%)
Value$3.6M (-$514.6K)
Filed 2026-10-29
Woodstock Corp
DECREASED
Shares12,832 from 13,212
Change-380 (-3%)
Value$3.5M (-$625.9K)
Filed 2026-10-13
Pinnacle Associates LTD
DECREASED
Shares12,712 from 12,724
Change-12 (0%)
Value$3.5M (-$505.4K)
Filed 2026-10-20
Oliver Luxxe Assets LLC
DECREASED
Shares12,562 from 12,605
Change-43 (0%)
Value$3.5M (-$509.1K)
Filed 2026-10-14
Bfsg, LLC
INCREASED
Shares12,558 from 12,436
Change+122 (+1%)
Value$3.5M (-$457.0K)
Filed 2026-10-30
Merit Financial Group, LLC
DECREASED
Shares12,407 from 25,858
Change-13,451 (-52%)
Value$3.4M (-$4.7M)
Filed 2026-11-06
Kampmann Melissa S.
INCREASED
Shares12,374 from 12,258
Change+116 (+1%)
Value$3.4M (-$451.6K)
Filed 2026-10-28
Stokes Capital Advisors, LLC
DECREASED
Shares12,297 from 19,241
Change-6,944 (-36%)
Value$3.4M (-$2.7M)
Filed 2026-10-09
Park Avenue Securities LLC
DECREASED
Shares12,198 from 17,583
Change-5,385 (-31%)
Value$3.4K (-$5.5M)
Filed 2026-10-26
Midway Capital Research & Management
INCREASED
Shares12,175 from 11,476
Change+699 (+6%)
Value$3.4M (-$260.2K)
Filed 2026-10-20
Plato Investment Management Ltd
INCREASED
Shares12,139 from 12,092
Change+47 (+0%)
Value$3.4M (-$428.9K)
Filed 2026-11-05
Castleview Partners, LLC
INCREASED
Shares11,899 from 8,332
Change+3,567 (+43%)
Value$3.3M (+$653.7K)
Filed 2026-10-09
Vise Technologies, Inc.
DECREASED
Shares11,633 from 11,844
Change-211 (-2%)
Value$3.2M (-$525.5K)
Filed 2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED
Shares11,614 from 11,498
Change+116 (+1%)
Value$3.2M (-$421.7K)
Filed 2026-10-19
Moors & Cabot, Inc.
INCREASED
Shares11,524 from 8,985
Change+2,539 (+28%)
Value$3.2M (+$344.6K)
Filed 2026-11-06
Huntleigh Advisors, Inc.
INCREASED
Shares11,489 from 10,888
Change+601 (+6%)
Value$3.2M (-$264.0K)
Filed 2026-11-03
Hudson Edge Investment Partners Inc.
NEW
Shares11,411
Change+11,411
Value$3.1M
Filed 2026-10-28
Aljian Capital Management, LLC
DECREASED
Shares11,267 from 11,870
Change-603 (-5%)
Value$3.1M (-$634.5K)
Filed 2026-10-28
Prentiss Smith & Co Inc
DECREASED
Shares11,228 from 11,503
Change-275 (-2%)
Value$3.1M (-$529.5K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares11,156 from 9,206
Change+1,950 (+21%)
Value$3.1M (+$174.0K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares11,135 from 11,529
Change-394 (-3%)
Value$3.1K (-$564)
Filed 2026-10-02
Private Trust Co NA
DECREASED
Shares11,130 from 11,451
Change-321 (-3%)
Value$3.1M (-$540.2K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares11,106 from 11,197
Change-91 (-1%)
Value$3.1M (-$466.5K)
Filed 2026-10-08
Condor Capital Management
INCREASED
Shares11,002 from 10,799
Change+203 (+2%)
Value$3.0M (-$370.3K)
Filed 2026-11-06
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares10,946 from 10,946
Change0 (0%)
Value$3.0M (-$559.9K)
Filed 2026-10-07
Blue Fin Capital, Inc.
INCREASED
Shares10,901 from 10,778
Change+123 (+1%)
Value$3.0M (-$391.6K)
Filed 2026-10-28
Resonant Capital Advisors, LLC
DECREASED
Shares10,742 from 11,059
Change-317 (-3%)
Value$3.0M (-$523.8K)
Filed 2026-10-15
North Dakota State Investment Board
INCREASED
Shares10,592 from 10,235
Change+357 (+3%)
Value$2.9M (-$305.5K)
Filed 2026-10-27
Financial Advisory Partners, LLC
INCREASED
Shares10,515 from 10,504
Change+11 (+0%)
Value$2.9M (-$411.4K)
Filed 2026-10-23
Plimoth Trust Co LLC
DECREASED
Shares10,502 from 10,547
Change-45 (0%)
Value$2.9M (-$428.5K)
Filed 2026-10-26
Ldic Inc.
DECREASED
Shares10,420 from 22,327
Change-11,907 (-53%)
Value$2.9M (-$4.2M)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares10,398 from 9,740
Change+658 (+7%)
Value$2.9M (-$202.8K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares10,383 from 11,106
Change-723 (-7%)
Value$2.9M (-$637.3K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares10,378 from 9,529
Change+849 (+9%)
Value$2.9M (-$142.1K)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares10,315 from 10,956
Change-641 (-6%)
Value$2.8M (-$608.6K)
Filed 2026-10-28
First Business Financial Services, Inc.
INCREASED
Shares10,294 from 10,025
Change+269 (+3%)
Value$2.8M (-$321.4K)
Filed 2026-10-29
Masterinvest Kapitalanlage GmbH
INCREASED
Shares10,252 from 9,147
Change+1,105 (+12%)
Value$2.8M (-$56.5K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares10,214 from 9,283
Change+931 (+10%)
Value$2.8M (-$109.8K)
Filed 2026-10-13
Bell Asset Management Ltd
DECREASED
Shares10,138 from 10,511
Change-373 (-4%)
Value$2.8M (-$517.4K)
Filed 2026-10-08
M Holdings Securities, Inc.
NEW
Shares10,110
Change+10,110
Value$3.1K
Filed 2026-11-03
Liberty Capital Management, Inc.
DECREASED
Shares10,093 from 13,523
Change-3,430 (-25%)
Value$2.8M (-$1.5M)
Filed 2026-11-02
Caldwell Trust Co
DECREASED
Shares10,047 from 10,631
Change-584 (-5%)
Value$2.8M (-$580.2K)
Filed 2026-10-30
Anderson Hoagland & Co
NEW
Shares9,966
Change+9,966
Value$3.1M
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares9,838 from 12,844
Change-3,006 (-23%)
Value$2.7M (-$1.3M)
Filed 2026-10-13
Red Spruce Capital, LLC
INCREASED
Shares9,795 from 1,642
Change+8,153 (+497%)
Value$2.7M (+$2.2M)
Filed 2026-10-07
Machina Capital S.A.S.
NEW
Shares9,770
Change+9,770
Value$2.7M
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares9,729 from 3,551
Change+6,178 (+174%)
Value$2.7M (+$1.6M)
Filed 2026-11-05
St. Clair Advisors, LLC
UNCHANGED
Shares9,718 from 9,718
Change0 (0%)
Value$2.7M (-$383.4K)
Filed 2026-10-13
TCV Trust & Wealth Management, Inc.
INCREASED
Shares9,714 from 4,682
Change+5,032 (+107%)
Value$2.7M (+$1.2M)
Filed 2026-10-16
Community Bank, N.A.
INCREASED
Shares9,580 from 7,551
Change+2,029 (+27%)
Value$2.6M (+$260.9K)
Filed 2026-11-06
Wolff Financial Management LLC
DECREASED
Shares9,525 from 9,722
Change-197 (-2%)
Value$2.6M (-$437.9K)
Filed 2026-10-23
Investment Advisory Services Inc
DECREASED
Shares9,504 from 9,805
Change-301 (-3%)
Value$2.6M (-$469.8K)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
DECREASED
Shares9,461 from 9,757
Change-296 (-3%)
Value$2.6M (-$466.4K)
Filed 2026-10-15
Duncker Streett & Co Inc
DECREASED
Shares9,450 from 9,756
Change-306 (-3%)
Value$2.6M (-$469.2K)
Filed 2026-10-27
Clearstead Trust, LLC
INCREASED
Shares9,434 from 9,286
Change+148 (+2%)
Value$2.6M (-$325.5K)
Filed 2026-11-06
GF Fund Management Co. Ltd.
UNCHANGED
Shares9,408 from 9,408
Change0 (0%)
Value$2.6M (-$371.1K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares9,345 from 10,808
Change-1,463 (-14%)
Value$2.6M (-$829.2K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares9,214 from 9,201
Change+13 (+0%)
Value$2.5M (-$359.2K)
Filed 2026-11-05
Tema Etfs LLC
INCREASED
Shares9,159 from 7,306
Change+1,853 (+25%)
Value$2.5M (+$222.1K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
INCREASED
Shares9,148 from 9,097
Change+51 (+1%)
Value$2.5M (-$344.7K)
Filed 2026-11-02
Securian Asset Management, Inc
DECREASED
Shares9,104 from 9,176
Change-72 (-1%)
Value$2.5M (-$428.0K)
Filed 2026-11-06
Hager Investment Management Services, LLC
DECREASED
Shares9,050 from 9,737
Change-687 (-7%)
Value$2.5M (-$573.3K)
Filed 2026-11-04
American Assets Investment Management, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$2.5M (-$355.1K)
Filed 2026-10-30
Cullen Investment Group, Ltd.
DECREASED
Shares8,977 from 9,609
Change-632 (-7%)
Value$2.5M (-$488.4K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares8,975 from 8,851
Change+124 (+1%)
Value$2.5M (-$315.0K)
Filed 2026-10-21
Chicago Trust Co NA
DECREASED
Shares8,946 from 9,444
Change-498 (-5%)
Value$2.5M (-$509.7K)
Filed 2026-10-28
North Star Investment Management Corp.
DECREASED
Shares8,922 from 8,953
Change-31 (0%)
Value$2.5M (-$361.8K)
Filed 2026-10-27
Northcape Wealth Management, LLC
INCREASED
Shares8,884 from 8,724
Change+160 (+2%)
Value$2.4M (-$300.1K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares8,772 from 9,574
Change-802 (-8%)
Value$2.4M (-$598.4K)
Filed 2026-10-23
Nikulski Financial, Inc.
INCREASED
Shares8,762 from 8,260
Change+502 (+6%)
Value$2.4M (-$187.8K)
Filed 2026-11-06
Harrington Investments, Inc
DECREASED
Shares8,640 from 8,677
Change-37 (0%)
Value$2.4M (-$352.5K)
Filed 2026-10-14
Columbia Bank
INCREASED
Shares8,576 from 7,470
Change+1,106 (+15%)
Value$2.4M (+$9.9K)
Filed 2026-10-29
Stone Summit Wealth LLC
DECREASED
Shares8,567 from 10,047
Change-1,480 (-15%)
Value$2.4M (-$803.9K)
Filed 2026-10-14
Cottage Street Advisors LLC
INCREASED
Shares8,555 from 8,545
Change+10 (+0%)
Value$2.4M (-$331.7K)
Filed 2026-10-19
Valley National Advisers Inc
INCREASED
Shares8,442 from 5,694
Change+2,748 (+48%)
Value$2.3M (+$532.3K)
Filed 2026-10-23
Evergreen Capital Management LLC
DECREASED
Shares8,424 from 8,735
Change-311 (-4%)
Value$2.3M (-$430.5K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares8,333 from 6,868
Change+1,465 (+21%)
Value$2.3M (+$132.6K)
Filed 2026-10-19
V-Square Quantitative Management LLC
INCREASED
Shares8,276 from 8,135
Change+141 (+2%)
Value$2.3M (-$282.1K)
Filed 2026-10-15
Auto-Owners Insurance Co
DECREASED
Shares8,000 from 8,293
Change-293 (-4%)
Value$2.2M (-$407.8K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
DECREASED
Shares7,898 from 8,942
Change-1,044 (-12%)
Value$2.2M (-$640.3K)
Filed 2026-11-04
Legacy Wealth Management, LLC / MS
INCREASED
Shares7,897 from 7,304
Change+593 (+8%)
Value$2.2M (-$125.0K)
Filed 2026-10-30
William Allan Corp
INCREASED
Shares7,887 from 5,850
Change+2,037 (+35%)
Value$2.2M (+$330.3K)
Filed 2026-10-14
Harold Davidson & Associates Inc.
DECREASED
Shares7,864 from 7,920
Change-56 (-1%)
Value$2.2M (-$327.9K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares7,851 from 8,433
Change-582 (-7%)
Value$2.2M (-$493.1K)
Filed 2026-10-23
Fulton Bank, N.A.
INCREASED
Shares7,850 from 6,498
Change+1,352 (+21%)
Value$2.2M (+$116.0K)
Filed 2026-10-14
Hunter Associates Investment Management LLC
DECREASED
Shares7,831 from 7,911
Change-80 (-1%)
Value$2.2K (-$2.5M)
Filed 2026-10-26
Strengthening Families & Communities, LLC
INCREASED
Shares7,796 from 7,750
Change+46 (+1%)
Value$2.1M (-$293.1K)
Filed 2026-10-21
True North Advisors, LLC
DECREASED
Shares7,768 from 8,282
Change-514 (-6%)
Value$2.1M (-$461.3K)
Filed 2026-10-22
GS Investments, Inc.
INCREASED
Shares7,730 from 7,718
Change+12 (+0%)
Value$2.1M (-$301.2K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,550 from 8,373
Change-823 (-10%)
Value$2.1M (-$557.0K)
Filed 2026-10-20
HCR Wealth Advisors
DECREASED
Shares7,539 from 7,887
Change-348 (-4%)
Value$2.1M (-$407.0K)
Filed 2026-10-15
ANB Bank
INCREASED
Shares7,536 from 7,530
Change+6 (+0%)
Value$2.1M (-$295.4K)
Filed 2026-10-09
Ritholtz Wealth Management
DECREASED
Shares7,477 from 7,563
Change-86 (-1%)
Value$2.1M (-$322.2K)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares7,456 from 1,928
Change+5,528 (+287%)
Value$2.1M (+$1.4M)
Filed 2026-10-22
Bill Few Associates, Inc.
INCREASED
Shares7,375 from 7,058
Change+317 (+4%)
Value$2.0M (-$191.1K)
Filed 2026-10-09
JGP Wealth Management, LLC
DECREASED
Shares7,356 from 7,507
Change-151 (-2%)
Value$2.0M (-$337.7K)
Filed 2026-10-13
Eads & Heald Wealth Management
INCREASED
Shares7,352 from 7,318
Change+34 (+0%)
Value$2.0M (-$279.3K)
Filed 2026-10-29
Arrow Financial Corp
DECREASED
Shares7,299 from 7,482
Change-183 (-2%)
Value$2.0M (-$345.6K)
Filed 2026-10-26
Simplex Trading, LLC
NEW
Shares7,281
Change+7,281
Value$2.0M
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares7,158 from 7,235
Change-77 (-1%)
Value$2.0M (-$306.5K)
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares7,146 from 8,323
Change-1,177 (-14%)
Value$2.0M (-$652.5K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares7,130 from 7,715
Change-585 (-8%)
Value$2.0M (-$414.4K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
DECREASED
Shares7,120 from 7,195
Change-75 (-1%)
Value$2.0M (-$304.5K)
Filed 2026-10-16
Generali Investments, Management Co LLC
DECREASED
Shares7,102 from 10,575
Change-3,473 (-33%)
Value$2.0M (-$1.4M)
Filed 2026-10-19
Founders Capital Management, LLC
UNCHANGED
Shares7,058 from 7,058
Change0 (0%)
Value$1.9M (-$278.4K)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares7,005 from 5,903
Change+1,102 (+19%)
Value$1.9M (+$70.6K)
Filed 2026-10-15
Old Second National Bank of Aurora
DECREASED
Shares6,878 from 7,383
Change-505 (-7%)
Value$1.9M (-$430.3K)
Filed 2026-10-22
DB Fitzpatrick & Co, Inc
INCREASED
Shares6,841 from 6,007
Change+834 (+14%)
Value$1.9M (-$7.3K)
Filed 2026-10-19
iA Global Asset Management Inc.
INCREASED
Shares6,813 from 41
Change+6,772 (+16517%)
Value$1.9K (-$11.1K)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
DECREASED
Shares6,813 from 6,887
Change-74 (-1%)
Value$1.9M (-$292.1K)
Filed 2026-10-07
Independence Bank of Kentucky
DECREASED
Shares6,800 from 7,065
Change-265 (-4%)
Value$1.9M (-$351.7K)
Filed 2026-10-26
Oakmont Investment Advisors, Inc.
DECREASED
Shares6,700 from 6,709
Change-9 (0%)
Value$1.8M (-$267.1K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED
Shares6,588 from 6,519
Change+69 (+1%)
Value$1.8M (-$238.0K)
Filed 2026-10-29
Summit Wealth Group LLC / Co
NEW
Shares6,536
Change+6,536
Value$1.8M
Filed 2026-10-29
Argonautica Private Wealth Management, Inc
DECREASED
Shares6,531 from 7,049
Change-518 (-7%)
Value$1.8M (-$420.7K)
Filed 2026-11-02
Bank of New Hampshire
DECREASED
Shares6,515 from 14,593
Change-8,078 (-55%)
Value$1.8M (-$2.8M)
Filed 2026-10-06
Davidson Capital Management Inc.
INCREASED
Shares6,492 from 5,854
Change+638 (+11%)
Value$1.8M (-$55.2K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares6,478 from 5,804
Change+674 (+12%)
Value$1.8M (-$43.3K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares6,457 from 5,839
Change+618 (+11%)
Value$1.8M (-$60.3K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares6,442 from 7,568
Change-1,126 (-15%)
Value$1.8M (-$608.6K)
Filed 2026-10-26
Cohen Klingenstein LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$1.8M (-$252.5K)
Filed 2026-10-15
Aspen Investment Management Inc
DECREASED
Shares6,336 from 6,691
Change-355 (-5%)
Value$1.7K (-$362)
Filed 2026-11-05
Mitchell Sinkler & Starr
DECREASED
Shares6,238 from 6,305
Change-67 (-1%)
Value$1.7M (-$267.2K)
Filed 2026-10-13
Beacon Bank & Trust
DECREASED
Shares6,233 from 7,298
Change-1,065 (-15%)
Value$1.7M (-$581.2K)
Filed 2026-10-27
AlpenGlobal Capital LLC
INCREASED
Shares6,217 from 6,155
Change+62 (+1%)
Value$1.7M (-$225.7K)
Filed 2026-11-06
Bdf-Gestion
DECREASED
Shares6,204 from 6,991
Change-787 (-11%)
Value$1.7M (-$1.6M)
Filed 2026-10-19
Praxis Investment Management Inc
INCREASED
Shares6,137 from 5,746
Change+391 (+7%)
Value$1.7K (-$1.8M)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares6,107 from 6,061
Change+46 (+1%)
Value$1.7K (-$1.9M)
Filed 2026-10-22
SVB Wealth LLC
DECREASED
Shares6,085 from 6,805
Change-720 (-11%)
Value$1.7M (-$466.8K)
Filed 2026-11-06
LVZ, Inc.
INCREASED
Shares6,062 from 5,813
Change+249 (+4%)
Value$1.7M (-$160.7K)
Filed 2026-10-20
Keudell ison Wealth Management
DECREASED
Shares6,002 from 6,108
Change-106 (-2%)
Value$1.7M (-$270.2K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares5,972 from 7,518
Change-1,546 (-21%)
Value$1.6M (-$722.4K)
Filed 2026-10-21
Everett Harris & Co
INCREASED
Shares5,938 from 5,937
Change+1 (+0%)
Value$1.6M (-$233.9K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares5,919 from 6,426
Change-507 (-8%)
Value$1.6M (-$393.3K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares5,906 from 5,575
Change+331 (+6%)
Value$1.6M (-$127.0K)
Filed 2026-10-26
Smith Salley Wealth Management
INCREASED
Shares5,903 from 5,736
Change+167 (+3%)
Value$1.6M (-$180.6K)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED
Shares5,783 from 3,433
Change+2,350 (+68%)
Value$1.6M (+$511.7K)
Filed 2026-10-08
Sapient Capital LLC
DECREASED
Shares5,748 from 6,044
Change-296 (-5%)
Value$1.6M (-$320.2K)
Filed 2026-10-08
Equitable Trust Co
INCREASED
Shares5,709 from 2,933
Change+2,776 (+95%)
Value$1.6M (+$648.8K)
Filed 2026-10-13
Benedict Financial Advisors Inc
INCREASED
Shares5,688 from 5,679
Change+9 (+0%)
Value$1.6M (-$221.6K)
Filed 2026-10-07
WoodTrust Financial Corp
DECREASED
Shares5,638 from 5,640
Change-2 (0%)
Value$1.6K (-$1.8M)
Filed 2026-10-09
Knights of Columbus Asset Advisors LLC
DECREASED
Shares5,630 from 5,986
Change-356 (-6%)
Value$1.6M (-$334.2K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares5,613 from 5,442
Change+171 (+3%)
Value$1.5M (-$167.6K)
Filed 2026-10-13
Compass Ion Advisors, LLC
DECREASED
Shares5,608 from 5,647
Change-39 (-1%)
Value$1.5M (-$233.7K)
Filed 2026-10-23
Bullock Wealth Management Group
INCREASED
Shares5,589 from 5,548
Change+41 (+1%)
Value$1.5M (-$212.9K)
Filed 2026-10-09
Cranbrook Wealth Management, LLC
DECREASED
Shares5,552 from 5,594
Change-42 (-1%)
Value$1.5M (-$232.5K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares5,545 from 7,353
Change-1,808 (-25%)
Value$1.5M (-$787.8K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares5,491 from 5,713
Change-222 (-4%)
Value$1.5M (-$286.3K)
Filed 2026-10-21
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares5,490 from 5,490
Change0 (0%)
Value$1.5M (-$216.6K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares5,483 from 7,105
Change-1,622 (-23%)
Value$1.7M (-$582.2K)
Filed 2026-10-27
Essex Bank
DECREASED
Shares5,445 from 5,458
Change-13 (0%)
Value$1.5M (-$218.9K)
Filed 2026-10-16
J. Safra Sarasin Holding AG
INCREASED
Shares5,410 from 3,719
Change+1,691 (+45%)
Value$1.7M (+$465.7K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares5,409 from 5,285
Change+124 (+2%)
Value$1.5M (-$253.0K)
Filed 2026-10-08
Essential Investment Partners LLC
DECREASED
Shares5,404 from 5,542
Change-138 (-2%)
Value$1.5M (-$256.6K)
Filed 2026-10-27
Gamma Investing LLC
DECREASED
Shares5,386 from 7,578
Change-2,192 (-29%)
Value$1.5M (-$902.7K)
Filed 2026-10-08
S.E.E.D. Planning Group LLC
INCREASED
Shares5,386 from 4,432
Change+954 (+22%)
Value$1.5M (+$87.7K)
Filed 2026-10-07
Terra Nova Asset Management LLC
DECREASED
Shares5,385 from 7,380
Change-1,995 (-27%)
Value$1.5M (-$840.4K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares5,364 from 5,259
Change+105 (+2%)
Value$1.5M (-$178.8K)
Filed 2026-10-07
China Universal Asset Management Co., Ltd.
INCREASED
Shares5,360 from 4,560
Change+800 (+18%)
Value$1.5M (+$54.5K)
Filed 2026-10-28
Bangor Savings Bank
DECREASED
Shares5,338 from 5,458
Change-120 (-2%)
Value$1.5M (-$248.4K)
Filed 2026-10-06
Mission Wealth Management, LP
DECREASED
Shares5,320 from 9,008
Change-3,688 (-41%)
Value$1.5M (-$1.4M)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares5,287 from 6,475
Change-1,188 (-18%)
Value$1.5M (-$582.7K)
Filed 2026-10-08
Oakworth Capital, Inc.
DECREASED
Shares5,287 from 6,091
Change-804 (-13%)
Value$1.5M (-$461.5K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares5,264 from 5,521
Change-257 (-5%)
Value$1.4M (-$288.8K)
Filed 2026-10-08
Cornerstone Advisory, LLC
DECREASED
Shares5,260 from 5,460
Change-200 (-4%)
Value$1.4M (-$270.5K)
Filed 2026-11-06
MeadowBrook Investment Advisors LLC
INCREASED
Shares5,259 from 5,035
Change+224 (+4%)
Value$1.6M (+$29.7K)
Filed 2026-10-29
Waterway Wealth Management, LLC
INCREASED
Shares5,250 from 5,010
Change+240 (+5%)
Value$1.4M (-$131.6K)
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares5,243 from 4,540
Change+703 (+15%)
Value$1.4M (+$14.4K)
Filed 2026-10-13
ICW Investment Advisors LLC
DECREASED
Shares5,241 from 5,319
Change-78 (-1%)
Value$1.4M (-$231.4K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares5,231 from 4,913
Change+318 (+6%)
Value$1.4M (-$106.2K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
DECREASED
Shares5,148 from 5,330
Change-182 (-3%)
Value$1.4M (-$260.4K)
Filed 2026-10-13
Lederer & Associates Investment Counsel
DECREASED
Shares5,143 from 5,398
Change-255 (-5%)
Value$1.4K (-$284)
Filed 2026-10-23
Monte Financial Group, LLC
DECREASED
Shares5,141 from 5,185
Change-44 (-1%)
Value$1.4M (-$273.0K)
Filed 2026-11-02
InTrack Investment Management Inc
DECREASED
Shares5,139 from 5,770
Change-631 (-11%)
Value$1.4M (-$401.4K)
Filed 2026-10-15
St. Johns Investment Management Company, LLC
INCREASED
Shares5,119 from 4,933
Change+186 (+4%)
Value$1.4M (-$143.4K)
Filed 2026-10-30
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares5,096 from 5,199
Change-103 (-2%)
Value$1.4M (-$233.5K)
Filed 2026-10-14
Center for Financial Planning, Inc.
INCREASED
Shares5,074 from 5,070
Change+4 (+0%)
Value$1.4M (-$198.9K)
Filed 2026-10-26
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.4M (-$197.2K)
Filed 2026-10-19
Cullinan Associates Inc
DECREASED
Shares4,956 from 5,780
Change-824 (-14%)
Value$1.4M (-$454.9K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares4,903 from 5,482
Change-579 (-11%)
Value$1.4M (-$375.7K)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares4,886 from 7,593
Change-2,707 (-36%)
Value$1.3M (-$1.0M)
Filed 2026-10-28
Mattern Wealth Management LLC
DECREASED
Shares4,884 from 4,889
Change-5 (0%)
Value$1.3M (-$194.2K)
Filed 2026-11-04
Sawyer & Company, Inc
DECREASED
Shares4,878 from 4,953
Change-75 (-2%)
Value$1.3M (-$216.1K)
Filed 2026-10-21
Curbstone Financial Management Corp
INCREASED
Shares4,848 from 4,468
Change+380 (+9%)
Value$1.3M (-$71.6K)
Filed 2026-10-21
Mill Capital Management, LLC
UNCHANGED
Shares4,819 from 4,819
Change0 (0%)
Value$1.3M (-$190.1K)
Filed 2026-10-26
GAM Holding AG
DECREASED
Shares4,725 from 5,141
Change-416 (-8%)
Value$1.3M (-$317.4K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares4,634 from 6,240
Change-1,606 (-26%)
Value$1.3M (-$688.4K)
Filed 2026-10-07
Axxion S.A.
INCREASED
Shares4,604 from 3,355
Change+1,249 (+37%)
Value$1.3M (+$211.6K)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares4,598
Change+4,598
Value$1.3M
Filed 2026-10-19
Union Bancaire Privee, UBP SA
UNCHANGED
Shares4,592 from 4,592
Change0 (0%)
Value$1.3M (-$263.6K)
Filed 2026-11-04
Peddock Capital Advisors, LLC
INCREASED
Shares4,562 from 4,401
Change+161 (+4%)
Value$1.3M (-$129.4K)
Filed 2026-10-16
Hartline Investment Corp/
DECREASED
Shares4,560 from 6,138
Change-1,578 (-26%)
Value$1.3M (-$676.7K)
Filed 2026-10-29
Northstar Asset Management Co
DECREASED
Shares4,560 from 5,020
Change-460 (-9%)
Value$1.4M (-$300.8K)
Filed 2026-10-22
LBP AM SA
DECREASED
Shares4,558 from 239,514
Change-234,956 (-98%)
Value$1.3M (-$74.2M)
Filed 2026-11-06
Cordgrass Capital Advisors, LLC
DECREASED
Shares4,554 from 4,621
Change-67 (-1%)
Value$1.3M (-$200.7K)
Filed 2026-10-30
Journey Advisory Group, LLC
INCREASED
Shares4,549 from 4,507
Change+42 (+1%)
Value$1.3M (-$166.2K)
Filed 2026-11-04
Fruth Investment Management
DECREASED
Shares4,405 from 4,450
Change-45 (-1%)
Value$1.2K (-$188)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares4,350 from 4,791
Change-441 (-9%)
Value$1.2M (-$310.3K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares4,327 from 4,239
Change+88 (+2%)
Value$1.2M (-$143.0K)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares4,324 from 4,630
Change-306 (-7%)
Value$1.2M (-$240.0K)
Filed 2026-10-15
Portfolio Design Labs, LLC
INCREASED
Shares4,318 from 4,281
Change+37 (+1%)
Value$1.2M (-$158.7K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares4,290 from 4,425
Change-135 (-3%)
Value$1.2M (-$211.7K)
Filed 2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares4,282 from 4,396
Change-114 (-3%)
Value$1.2M (-$204.8K)
Filed 2026-10-15
Harbor Capital Advisors, Inc.
INCREASED
Shares4,245 from 4,227
Change+18 (+0%)
Value$1.2K (-$1.3M)
Filed 2026-10-22
NBT Bank, N.A.
DECREASED
Shares4,215 from 5,048
Change-833 (-16%)
Value$1.2M (-$428.5K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares4,210 from 3,864
Change+346 (+9%)
Value$1.2M (-$57.3K)
Filed 2026-10-19
Shelton Wealth Management, LLC
DECREASED
Shares4,114 from 4,205
Change-91 (-2%)
Value$1.1M (-$190.8K)
Filed 2026-10-16
Tectonic Advisors LLC
INCREASED
Shares4,109 from 2,430
Change+1,679 (+69%)
Value$1.1M (+$366.4K)
Filed 2026-10-22
Arwa LLC
INCREASED
Shares4,104 from 3,915
Change+189 (+5%)
Value$1.2M (-$137.2K)
Filed 2026-10-21
Vaughan David Investments LLC
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$1.1K (-$1.3M)
Filed 2026-11-05
Kaydan Wealth Management, Inc.
DECREASED
Shares4,063 from 4,075
Change-12 (0%)
Value$1.1M (-$164.1K)
Filed 2026-10-08
Jacobi Capital Management LLC
INCREASED
Shares4,046 from 3,884
Change+162 (+4%)
Value$1.1M (-$108.4K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares4,012 from 5,566
Change-1,554 (-28%)
Value$1.1M (-$647.6K)
Filed 2026-10-13
C2c Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.1M (-$157.8K)
Filed 2026-10-20
Strong Retirement Solutions LLC
INCREASED
Shares3,970 from 3,557
Change+413 (+12%)
Value$1.1M (-$26.6K)
Filed 2026-10-07
Petros Family Wealth, LLC
INCREASED
Shares3,956 from 3,643
Change+313 (+9%)
Value$1.1M (-$57.5K)
Filed 2026-10-28
Sheets Smith Wealth Management
DECREASED
Shares3,910 from 4,533
Change-623 (-14%)
Value$1.1M (-$350.4K)
Filed 2026-10-16
Taylor Frigon Capital Management LLC
INCREASED
Shares3,905 from 3,881
Change+24 (+1%)
Value$1.1M (-$146.5K)
Filed 2026-10-23
Eastern Bank
INCREASED
Shares3,901 from 3,879
Change+22 (+1%)
Value$1.1M (-$147.0K)
Filed 2026-10-05
Profund Advisors LLC
DECREASED
Shares3,899 from 3,935
Change-36 (-1%)
Value$1.1M (-$165.1K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares3,897
Change+3,897
Value$1.1M
Filed 2026-11-03
Salem Investment Counselors Inc
DECREASED
Shares3,885 from 6,884
Change-2,999 (-44%)
Value$1.1M (-$1.1M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares3,879 from 3,568
Change+311 (+9%)
Value$1.1M (-$55.1K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares3,867
Change+3,867
Value$1.1M
Filed 2026-10-21
Trust Asset Management LLC
UNCHANGED
Shares3,833 from 3,833
Change0 (0%)
Value$1.1M (-$151.2K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares3,822 from 3,993
Change-171 (-4%)
Value$1.1M (-$204.4K)
Filed 2026-10-22
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares3,820 from 3,820
Change0 (0%)
Value$1.1K (-$151)
Filed 2026-10-14
Fischer Financial Services, Inc.
DECREASED
Shares3,808 from 4,621
Change-813 (-18%)
Value$1.0M (-$406.1K)
Filed 2026-10-30
Bull Street Advisors, LLC
UNCHANGED
Shares3,808 from 3,808
Change0 (0%)
Value$1.0K (-$1.2M)
Filed 2026-10-20
HMS Capital Management, LLC
DECREASED
Shares3,771 from 3,781
Change-10 (0%)
Value$1.0M (-$151.8K)
Filed 2026-10-20
Greenwood Gearhart LLC
DECREASED
Shares3,760 from 3,800
Change-40 (-1%)
Value$1.0M (-$160.9K)
Filed 2026-11-02
Frank, Rimerman Advisors LLC
DECREASED
Shares3,754 from 3,877
Change-123 (-3%)
Value$1.0M (-$186.8K)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
DECREASED
Shares3,727 from 3,758
Change-31 (-1%)
Value$1.0M (-$156.8K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
DECREASED
Shares3,722 from 3,815
Change-93 (-2%)
Value$1.0M (-$228.5K)
Filed 2026-10-13
Oxler Private Wealth LLC
DECREASED
Shares3,701 from 3,725
Change-24 (-1%)
Value$1.0M (-$153.6K)
Filed 2026-10-21
Violich Capital Management, Inc.
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$1.0M (-$146.0K)
Filed 2026-10-05
TD Private Client Wealth LLC
DECREASED
Shares3,684 from 6,596
Change-2,912 (-44%)
Value$1.0M (-$1.1M)
Filed 2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED
Shares3,659 from 3,659
Change0 (0%)
Value$1.0M (-$144.3K)
Filed 2026-10-28
Cypress Capital Group
DECREASED
Shares3,657 from 4,793
Change-1,136 (-24%)
Value$1.0M (-$501.9K)
Filed 2026-11-03
Value Partners Investments Inc.
NEW
Shares3,632
Change+3,632
Value$1.0M
Filed 2026-10-19
RVW Wealth, LLC
INCREASED
Shares3,578 from 3,575
Change+3 (+0%)
Value$985.3K (-$140.2K)
Filed 2026-10-06
Greenfield Seitz Capital Management, LLC
INCREASED
Shares3,560 from 3,445
Change+115 (+3%)
Value$980.4K (-$104.2K)
Filed 2026-10-29
Well Done, LLC
DECREASED
Shares3,532 from 4,640
Change-1,108 (-24%)
Value$972.7K (-$488.2K)
Filed 2026-10-20
Iams Wealth Management, LLC
INCREASED
Shares3,531 from 3,006
Change+525 (+17%)
Value$972.6K (+$26.0K)
Filed 2026-10-15
Pictet Bank & Trust Ltd
DECREASED
Shares3,526 from 4,125
Change-599 (-15%)
Value$971.0K (-$327.7K)
Filed 2026-10-21
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares3,514 from 3,514
Change0 (0%)
Value$967.7K (-$138.6K)
Filed 2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$966.6K (-$138.5K)
Filed 2026-11-02
Union Savings Bank
INCREASED
Shares3,503 from 3,393
Change+110 (+3%)
Value$964.6K (-$103.6K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares3,455 from 234
Change+3,221 (+1377%)
Value$951.5K (+$877.8K)
Filed 2026-10-30
Ifrah Financial Services, Inc.
DECREASED
Shares3,454 from 3,491
Change-37 (-1%)
Value$951.1K (-$147.9K)
Filed 2026-10-13
Piscataqua Savings Bank
DECREASED
Shares3,450 from 3,469
Change-19 (-1%)
Value$950.0K (-$142.1K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares3,447 from 3,302
Change+145 (+4%)
Value$949.3K (-$90.3K)
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares3,423 from 3,441
Change-18 (-1%)
Value$942.7K (-$140.7K)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,405 from 3,529
Change-124 (-4%)
Value$937.8K (-$173.3K)
Filed 2026-11-04
Define Financial, LLC
INCREASED
Shares3,402 from 3,393
Change+9 (+0%)
Value$936.8K (-$131.5K)
Filed 2026-10-14
Golden Reserve Retirement LLC
NEW
Shares3,382
Change+3,382
Value$931.2K
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares3,378 from 3,180
Change+198 (+6%)
Value$935.6K (-$113.1K)
Filed 2026-10-09
Rockland Trust Co
INCREASED
Shares3,365 from 3,329
Change+36 (+1%)
Value$926.7K (-$121.4K)
Filed 2026-10-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares3,354 from 3,371
Change-17 (0%)
Value$923.7K (-$137.7K)
Filed 2026-10-28
D.B. Root & Company, LLC
DECREASED
Shares3,335 from 3,408
Change-73 (-2%)
Value$918.4K (-$154.6K)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
INCREASED
Shares3,308 from 3,307
Change+1 (+0%)
Value$911.1K (-$130.2K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares3,279 from 4,378
Change-1,099 (-25%)
Value$903.0K (-$475.5K)
Filed 2026-10-19
Alpine Bank Wealth Management
INCREASED
Shares3,263 from 3,258
Change+5 (+0%)
Value$898.6K (-$127.2K)
Filed 2026-10-16
Martin Capital Advisors, LLP
DECREASED
Shares3,259 from 3,361
Change-102 (-3%)
Value$897.5K (-$160.7K)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,252 from 2,682
Change+570 (+21%)
Value$895.5K (+$51.2K)
Filed 2026-10-30
CWA Asset Management Group, LLC
DECREASED
Shares3,249 from 3,663
Change-414 (-11%)
Value$894.6K (-$258.6K)
Filed 2026-10-19
Cigna Investments Inc
UNCHANGED
Shares3,248 from 3,248
Change0 (0%)
Value$894 (-$1.0M)
Filed 2026-10-19
Vestor Capital, LLC
INCREASED
Shares3,238 from 1,142
Change+2,096 (+184%)
Value$225 (+$139)
Filed 2026-11-04
Southern Michigan Bank & Trust
DECREASED
Shares3,235 from 3,314
Change-79 (-2%)
Value$890.9K (-$152.5K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
DECREASED
Shares3,232 from 3,684
Change-452 (-12%)
Value$890.1K (-$269.8K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares3,193 from 2,998
Change+195 (+7%)
Value$879.3K (-$64.6K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,161 from 3,161
Change0 (0%)
Value$870.5K (-$124.7K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares3,134 from 3,217
Change-83 (-3%)
Value$863.0K (-$149.8K)
Filed 2026-10-22
Investment Partners Asset Management, Inc.
INCREASED
Shares3,125 from 1,020
Change+2,105 (+206%)
Value$860.6K (+$539.5K)
Filed 2026-10-09
PFW Advisors LLC
DECREASED
Shares3,100 from 3,103
Change-3 (0%)
Value$853.7K (-$123.2K)
Filed 2026-10-07
Balefire, LLC
INCREASED
Shares3,095 from 2,997
Change+98 (+3%)
Value$852.4K (-$91.1K)
Filed 2026-10-09
S-Bank Fund Management Ltd
INCREASED
Shares3,092 from 2,943
Change+149 (+5%)
Value$851.5K (-$75.1K)
Filed 2026-11-06
Anchor Capital Advisors LLC
DECREASED
Shares3,085 from 3,120
Change-35 (-1%)
Value$849.6K (-$132.7K)
Filed 2026-11-05
Fire Capital Management LLC
NEW
Shares3,067
Change+3,067
Value$844.6K
Filed 2026-10-27
Skylands Capital, LLC
NEW
Shares3,050
Change+3,050
Value$839.9K
Filed 2026-10-21
Excalibur Management Corp
DECREASED
Shares3,043 from 3,048
Change-5 (0%)
Value$838.0K (-$121.6K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares3,030 from 4,420
Change-1,390 (-31%)
Value$834.6K (-$557.0K)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares3,030 from 3,330
Change-300 (-9%)
Value$834.4K (-$214.0K)
Filed 2026-10-28
River Street Advisors LLC
INCREASED
Shares3,018 from 2,865
Change+153 (+5%)
Value$831.1K (-$70.9K)
Filed 2026-10-22
Independent Investors Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$826.2K (-$118.4K)
Filed 2026-10-30
Reflection Asset Management
DECREASED
Shares2,990 from 3,862
Change-872 (-23%)
Value$823.4K (-$392.5K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares2,983 from 1,962
Change+1,021 (+52%)
Value$821.4K (+$203.7K)
Filed 2026-11-04
GraniteShares Advisors LLC
DECREASED
Shares2,943 from 3,070
Change-127 (-4%)
Value$810.5K (-$156.1K)
Filed 2026-10-29
Members Wealth LLC
DECREASED
Shares2,919 from 2,945
Change-26 (-1%)
Value$803.9K (-$123.3K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
DECREASED
Shares2,887 from 3,122
Change-235 (-8%)
Value$795.0K (-$188.0K)
Filed 2026-10-22
Baxter Bros Inc
UNCHANGED
Shares2,878 from 2,878
Change0 (0%)
Value$792.6K (-$113.5K)
Filed 2026-11-04
Bank of Stockton
DECREASED
Shares2,876 from 3,107
Change-231 (-7%)
Value$792.0K (-$186.2K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares2,874 from 2,878
Change-4 (0%)
Value$791.5K (-$114.6K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares2,868 from 1,872
Change+996 (+53%)
Value$835.7K (+$244.6K)
Filed 2026-11-03
Allen Capital Group, LLC
INCREASED
Shares2,859 from 1,853
Change+1,006 (+54%)
Value$787.3K (+$203.9K)
Filed 2026-10-27
Chilton Capital Management LLC
DECREASED
Shares2,854 from 3,426
Change-572 (-17%)
Value$786.0K (-$292.7K)
Filed 2026-10-28
Kintegral Advisory, LLC
INCREASED
Shares2,844 from 2,828
Change+16 (+1%)
Value$785.7K (-$107.1K)
Filed 2026-10-16
Natural Investments, LLC
INCREASED
Shares2,835 from 2,789
Change+46 (+2%)
Value$780.8K (-$97.2K)
Filed 2026-11-06
Lakeshore Capital Group, Inc.
INCREASED
Shares2,809 from 2,535
Change+274 (+11%)
Value$773.4K (-$24.7K)
Filed 2026-10-20
Canopy Partners, LLC
INCREASED
Shares2,792 from 2,136
Change+656 (+31%)
Value$768.9K (+$96.4K)
Filed 2026-10-28
Aviance Capital Partners, LLC
DECREASED
Shares2,779 from 2,794
Change-15 (-1%)
Value$765.3K (-$114.4K)
Filed 2026-10-29
New England Research & Management, Inc.
DECREASED
Shares2,775 from 6,455
Change-3,680 (-57%)
Value$764.2K (-$1.3M)
Filed 2026-10-16
Sculati Wealth Management, LLC
DECREASED
Shares2,766 from 2,801
Change-35 (-1%)
Value$781.7K (-$114.3K)
Filed 2026-10-19
Sterling Investment Counsel, LLC
INCREASED
Shares2,748 from 2,607
Change+141 (+5%)
Value$756.8K (-$64.0K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,726 from 2,729
Change-3 (0%)
Value$750.7K (-$108.5K)
Filed 2026-10-27
Forbes J M & Co LLP
UNCHANGED
Shares2,724 from 2,724
Change0 (0%)
Value$750.2K (-$107.5K)
Filed 2026-10-16
Miller Financial Services LLC
INCREASED
Shares2,720 from 2,414
Change+306 (+13%)
Value$749.1K (-$11.0K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares2,717 from 3,161
Change-444 (-14%)
Value$748.2K (-$247.0K)
Filed 2026-10-30
Rinkey Investments
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$746.9K (-$107.0K)
Filed 2026-10-28
Accretive Wealth Partners, LLC
UNCHANGED
Shares2,710 from 2,710
Change0 (0%)
Value$746.3K (-$106.9K)
Filed 2026-11-06
Great Diamond Partners, LLC
DECREASED
Shares2,688 from 2,704
Change-16 (-1%)
Value$740.2K (-$111.1K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares2,685 from 3,125
Change-440 (-14%)
Value$739.4K (-$244.4K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
DECREASED
Shares2,675 from 3,300
Change-625 (-19%)
Value$736.7K (-$302.3K)
Filed 2026-10-22
Fulcrum Asset Management LLP
NEW
Shares2,644
Change+2,644
Value$737.1K
Filed 2026-11-04
Uhlmann Price Securities, LLC
INCREASED
Shares2,620 from 1,104
Change+1,516 (+137%)
Value$721.7K (+$374.0K)
Filed 2026-11-03
Mechanics Financial Corp
INCREASED
Shares2,590 from 2,570
Change+20 (+1%)
Value$713.3K (-$95.9K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares2,556 from 2,677
Change-121 (-5%)
Value$703.9K (-$139.0K)
Filed 2026-11-04
Legacy Bridge, LLC
DECREASED
Shares2,555 from 2,691
Change-136 (-5%)
Value$703.6K (-$143.6K)
Filed 2026-10-28
NovaPoint Capital, LLC
UNCHANGED
Shares2,544 from 2,544
Change0 (0%)
Value$700.6K (-$100.4K)
Filed 2026-10-22
Eagle Harbor Asset Management Inc
INCREASED
Shares2,535 from 1,304
Change+1,231 (+94%)
Value$698.1K (+$287.6K)
Filed 2026-10-21
Barlow Wealth Partners, LLC
DECREASED
Shares2,535 from 2,556
Change-21 (-1%)
Value$705.2K (-$130.2K)
Filed 2026-10-15
Everhart Financial Group, Inc.
DECREASED
Shares2,534 from 3,368
Change-834 (-25%)
Value$697.8K (-$362.5K)
Filed 2026-10-08
Peachtree Investment Partners, LLC
DECREASED
Shares2,530 from 2,692
Change-162 (-6%)
Value$696.8K (-$150.6K)
Filed 2026-11-05
71 West Capital Partners
INCREASED
Shares2,506 from 2,228
Change+278 (+12%)
Value$690.1K (-$11.3K)
Filed 2026-11-04
Alta Advisers Ltd
INCREASED
Shares2,486 from 1,331
Change+1,155 (+87%)
Value$684.6K (+$265.6K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED
Shares2,479 from 2,739
Change-260 (-9%)
Value$682.7K (-$179.7K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,467 from 2,598
Change-131 (-5%)
Value$679.4K (-$138.6K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
INCREASED
Shares2,457 from 2,447
Change+10 (+0%)
Value$676.7K (-$93.8K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares2,451 from 2,342
Change+109 (+5%)
Value$675.0K (-$62.4K)
Filed 2026-10-29
1834 Investment Advisors Co
INCREASED
Shares2,448 from 2,175
Change+273 (+13%)
Value$674.1K (-$10.6K)
Filed 2026-10-16
Principle Wealth Partners LLC
INCREASED
Shares2,446 from 2,348
Change+98 (+4%)
Value$673.7K (-$65.4K)
Filed 2026-11-02
Valmark Advisers, Inc.
DECREASED
Shares2,437 from 2,445
Change-8 (0%)
Value$671.2K (-$98.6K)
Filed 2026-11-06
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,436 from 2,436
Change0 (0%)
Value$670.7K (-$96.1K)
Filed 2026-11-03
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares2,432 from 2,415
Change+17 (+1%)
Value$669.7K (-$90.8K)
Filed 2026-10-06
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,427 from 2,409
Change+18 (+1%)
Value$668.4K (-$90.0K)
Filed 2026-10-22
Seelaus Asset Management LLC
DECREASED
Shares2,425 from 2,695
Change-270 (-10%)
Value$667.8K (-$180.7K)
Filed 2026-10-14
Blue Water Asset Management
DECREASED
Shares2,421 from 2,649
Change-228 (-9%)
Value$666.8K (-$167.3K)
Filed 2026-11-04
Old Mission Investment Co LLC
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$668.3K (-$95.4K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
DECREASED
Shares2,407 from 2,528
Change-121 (-5%)
Value$662.9K (-$133.1K)
Filed 2026-10-13
Howard Capital Management, LLC
DECREASED
Shares2,391 from 2,417
Change-26 (-1%)
Value$658.5K (-$102.5K)
Filed 2026-10-16
Carrera Capital Advisors
INCREASED
Shares2,385 from 2,381
Change+4 (+0%)
Value$658.8K (-$92.8K)
Filed 2026-11-03
Andrews Advisory Associates, LLC
INCREASED
Shares2,373 from 2,307
Change+66 (+3%)
Value$653.5K (-$72.9K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
DECREASED
Shares2,368 from 2,381
Change-13 (-1%)
Value$652.1K (-$97.5K)
Filed 2026-10-20
Neville Rodie & Shaw Inc
DECREASED
Shares2,366 from 2,426
Change-60 (-2%)
Value$652 (-$112)
Filed 2026-10-05
Franklin Street Advisors Inc
DECREASED
Shares2,357 from 2,372
Change-15 (-1%)
Value$649.1K (-$97.7K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares2,353 from 2,074
Change+279 (+13%)
Value$647.9K (-$5.1K)
Filed 2026-11-05
Garner Asset Management Corp
DECREASED
Shares2,351 from 2,459
Change-108 (-4%)
Value$719.8K (-$54.3K)
Filed 2026-10-30
Global Assets Advisory, LLC
DECREASED
Shares2,348 from 2,606
Change-258 (-10%)
Value$666.7K (-$141.5K)
Filed 2026-10-28
Great Lakes Advisors, LLC
DECREASED
Shares2,345 from 2,579
Change-234 (-9%)
Value$645.9K (-$166.2K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
INCREASED
Shares2,340 from 2,122
Change+218 (+10%)
Value$644.6K (-$23.4K)
Filed 2026-11-02
Physicians Financial Services, Inc.
DECREASED
Shares2,321 from 2,371
Change-50 (-2%)
Value$639 (-$745.4K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares2,313 from 2,017
Change+296 (+15%)
Value$637.0K (+$1.9K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,285 from 2,229
Change+56 (+3%)
Value$629.2K (-$72.6K)
Filed 2026-10-23
Pictet North America Advisors SA
NEW
Shares2,268
Change+2,268
Value$624.6K
Filed 2026-10-21
Sanders Morris Harris LLC
NEW
Shares2,266
Change+2,266
Value$624.0K
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares2,254 from 2,108
Change+146 (+7%)
Value$627.2K (-$36.5K)
Filed 2026-10-21
apricus wealth, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$619.6K (-$88.8K)
Filed 2026-10-26
Simplify Asset Management Inc.
DECREASED
Shares2,244 from 2,250
Change-6 (0%)
Value$618.0K (-$90.4K)
Filed 2026-10-27
Financial Security Advisor, Inc.
DECREASED
Shares2,243 from 2,263
Change-20 (-1%)
Value$619.6K (-$94.8K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares2,233 from 3,268
Change-1,035 (-32%)
Value$614.9K (-$413.9K)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED
Shares2,217 from 2,215
Change+2 (+0%)
Value$610.6K (-$86.7K)
Filed 2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,209 from 2,213
Change-4 (0%)
Value$608.3K (-$88.4K)
Filed 2026-11-02
Cidel Asset Management Inc
INCREASED
Shares2,203 from 2,080
Change+123 (+6%)
Value$606.7K (-$48.2K)
Filed 2026-10-29
Channel Wealth LLC
INCREASED
Shares2,202 from 2,193
Change+9 (+0%)
Value$606.3K (-$84.1K)
Filed 2026-11-06
Verum Partners LLC
DECREASED
Shares2,199 from 2,238
Change-39 (-2%)
Value$605.5K (-$99.0K)
Filed 2026-10-21
Provident Investment Management, Inc.
INCREASED
Shares2,186 from 2,140
Change+46 (+2%)
Value$602.0K (-$71.8K)
Filed 2026-10-23
Malaga Cove Capital, LLC
NEW
Shares2,185
Change+2,185
Value$601.7K
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares2,178 from 2,490
Change-312 (-13%)
Value$599.8K (-$184.2K)
Filed 2026-10-13
Occidental Asset Management, LLC
DECREASED
Shares2,155 from 2,287
Change-132 (-6%)
Value$593.5K (-$126.6K)
Filed 2026-11-05
Teza Capital Management LLC
INCREASED
Shares2,137 from 1,164
Change+973 (+84%)
Value$588.5K (+$222.0K)
Filed 2026-10-23
Antonelli Financial Advisors, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$586.0K (-$84.0K)
Filed 2026-10-13
Western Reserve Capital Management, LLC
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$585.5K (-$83.9K)
Filed 2026-10-14
Earned Wealth Advisors, LLC
DECREASED
Shares2,116 from 2,163
Change-47 (-2%)
Value$582.8K (-$98.1K)
Filed 2026-11-06
Naples Global Advisors, LLC
INCREASED
Shares2,115 from 2,040
Change+75 (+4%)
Value$584.3K (-$59.8K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares2,095 from 3,541
Change-1,446 (-41%)
Value$578.8K (-$539.0K)
Filed 2026-11-05
Invera Wealth Advisors, LLC
INCREASED
Shares2,087 from 1,212
Change+875 (+72%)
Value$574.7K (+$193.2K)
Filed 2026-10-28
Alhambra Investment Management LLC
INCREASED
Shares2,072 from 1,939
Change+133 (+7%)
Value$570.7K (-$39.8K)
Filed 2026-10-15
Trueblood Wealth Management, LLC
DECREASED
Shares2,071 from 3,088
Change-1,017 (-33%)
Value$570.3K (-$401.9K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,064 from 1,597
Change+467 (+29%)
Value$568.5K (+$64.7K)
Filed 2026-10-13
Hemming& Wealth Management, Inc.
DECREASED
Shares2,056 from 2,206
Change-150 (-7%)
Value$567.9K (-$128.4K)
Filed 2026-10-20
MQS Management LLC
NEW
Shares2,045
Change+2,045
Value$563.2K
Filed 2026-11-06
Instrumental Wealth, LLC
INCREASED
Shares2,032 from 1,649
Change+383 (+23%)
Value$559.6K (+$40.5K)
Filed 2026-10-20
Breakwater Capital Group
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$557.7K (-$79.9K)
Filed 2026-10-09
Coastline Trust Co
DECREASED
Shares2,023 from 2,353
Change-330 (-14%)
Value$557.1K (-$183.7K)
Filed 2026-10-01
PDS Planning, Inc
DECREASED
Shares2,020 from 2,242
Change-222 (-10%)
Value$556.4K (-$149.6K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares2,002 from 2,001
Change+1 (+0%)
Value$551.3K (-$78.7K)
Filed 2026-10-16
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$550 (-$628.5K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares1,996 from 1,943
Change+53 (+3%)
Value$549.7K (-$62.1K)
Filed 2026-11-05
Syntax Research, Inc.
DECREASED
Shares1,990 from 1,991
Change-1 (0%)
Value$548.1K (-$78.8K)
Filed 2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,986 from 1,973
Change+13 (+1%)
Value$546.9K (-$74.3K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares1,975 from 2,537
Change-562 (-22%)
Value$543.9K (-$254.9K)
Filed 2026-10-16
Soltis Investment Advisors LLC
DECREASED
Shares1,974 from 2,286
Change-312 (-14%)
Value$543.6K (-$176.3K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares1,967 from 2,019
Change-52 (-3%)
Value$556.0K (-$79.7K)
Filed 2026-10-13
Warm Springs Advisors Inc.
UNCHANGED
Shares1,958 from 1,958
Change0 (0%)
Value$539.2K (-$77.2K)
Filed 2026-10-28
Claro Advisors Inc.
DECREASED
Shares1,950 from 2,075
Change-125 (-6%)
Value$537.0K (-$116.3K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
DECREASED
Shares1,943 from 1,973
Change-30 (-2%)
Value$535.1K (-$86.1K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares1,939 from 1,896
Change+43 (+2%)
Value$534.1K (-$62.9K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares1,930 from 1,497
Change+433 (+29%)
Value$531.5K (+$60.2K)
Filed 2026-10-23
CenterBook Partners LP
INCREASED
Shares1,928 from 840
Change+1,088 (+130%)
Value$531.0K (+$266.5K)
Filed 2026-11-02
Mendel Money Management
DECREASED
Shares1,919 from 2,023
Change-104 (-5%)
Value$528.5K (-$108.4K)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares1,918 from 1,958
Change-40 (-2%)
Value$529.7K (-$88.3K)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares1,915 from 1,915
Change0 (0%)
Value$527.4K (-$75.5K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
DECREASED
Shares1,909 from 2,321
Change-412 (-18%)
Value$525.6K (-$205.0K)
Filed 2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares1,900 from 3,100
Change-1,200 (-39%)
Value$523.2K (-$452.8K)
Filed 2026-11-04
Adelphi Trust Co
DECREASED
Shares1,899 from 2,442
Change-543 (-22%)
Value$523.0K (-$245.9K)
Filed 2026-10-05
Montis Financial, LLC
DECREASED
Shares1,894 from 2,063
Change-169 (-8%)
Value$521.6K (-$127.9K)
Filed 2026-11-04
AUA Capital Management, LLC
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$519.9K (-$74.5K)
Filed 2026-10-15
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares1,880 from 1,930
Change-50 (-3%)
Value$518 (-$607.5K)
Filed 2026-10-26
New Hampshire Trust
DECREASED
Shares1,867 from 2,014
Change-147 (-7%)
Value$514.2K (-$119.9K)
Filed 2026-10-20
Ticino Wealth
DECREASED
Shares1,859 from 1,959
Change-100 (-5%)
Value$512.0K (-$104.8K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares1,856 from 1,857
Change-1 (0%)
Value$511.2K (-$73.5K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
INCREASED
Shares1,852 from 1,259
Change+593 (+47%)
Value$512.8K (+$116.4K)
Filed 2026-10-27
HUB Investment Partners, LLC
DECREASED
Shares1,840 from 1,859
Change-19 (-1%)
Value$506.8K (-$78.4K)
Filed 2026-11-03
Black Diamond Financial, LLC
UNCHANGED
Shares1,823 from 1,823
Change0 (0%)
Value$502.0K (-$71.9K)
Filed 2026-10-26
Unique Wealth, LLC
DECREASED
Shares1,813 from 2,196
Change-383 (-17%)
Value$499.3K (-$192.1K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
DECREASED
Shares1,806 from 1,966
Change-160 (-8%)
Value$497.4K (-$121.8K)
Filed 2026-11-02
Biltmore Family Office, LLC
INCREASED
Shares1,803 from 1,776
Change+27 (+2%)
Value$498.1K (-$62.6K)
Filed 2026-11-03
Millennium Capital Advisors, LLC
DECREASED
Shares1,800 from 1,859
Change-59 (-3%)
Value$495.7K (-$89.6K)
Filed 2026-10-16
Baron Wealth Management LLC
INCREASED
Shares1,796 from 1,658
Change+138 (+8%)
Value$494.5K (-$27.3K)
Filed 2026-10-27
Gryphon Financial Partners LLC
DECREASED
Shares1,784 from 1,906
Change-122 (-6%)
Value$491.3K (-$108.8K)
Filed 2026-11-04
Asahi Life Asset Management Co., Ltd.
NEW
Shares1,781
Change+1,781
Value$490.5K
Filed 2026-11-06
Lincoln Capital LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$492.2K (-$68.3K)
Filed 2026-10-09
Angeles Wealth Management, LLC
DECREASED
Shares1,779 from 2,604
Change-825 (-32%)
Value$491.5K (-$330.6K)
Filed 2026-10-26
Univest Financial Corp
DECREASED
Shares1,773 from 1,844
Change-71 (-4%)
Value$488.4K (-$92.1K)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
DECREASED
Shares1,764 from 1,838
Change-74 (-4%)
Value$549.9K (-$28.7K)
Filed 2026-11-02
Live Oak Private Wealth LLC
DECREASED
Shares1,762 from 1,792
Change-30 (-2%)
Value$485.2K (-$79.0K)
Filed 2026-11-02
Bdfs Capital LLC
INCREASED
Shares1,761 from 1,756
Change+5 (+0%)
Value$485.0K (-$67.7K)
Filed 2026-10-14
Ledyard National Bank
DECREASED
Shares1,755 from 1,814
Change-59 (-3%)
Value$483.3K (-$87.8K)
Filed 2026-10-21
IMPACTfolio, LLC
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$483.0K (-$69.2K)
Filed 2026-10-28
TBH Global Asset Management, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$482.0K (-$69.0K)
Filed 2026-11-03
First Interstate Bank
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$481.1K (-$68.9K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares1,740 from 3,960
Change-2,220 (-56%)
Value$479.1K (-$767.6K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares1,730 from 1,316
Change+414 (+31%)
Value$476.3K (+$61.9K)
Filed 2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares1,721 from 3,108
Change-1,387 (-45%)
Value$473.9K (-$504.5K)
Filed 2026-10-14
HF Advisory Group, LLC
INCREASED
Shares1,721 from 1,717
Change+4 (+0%)
Value$473.9K (-$66.8K)
Filed 2026-10-09
BankPlus Trust Department
UNCHANGED
Shares1,703 from 1,703
Change0 (0%)
Value$469.0K (-$67.2K)
Filed 2026-11-06
Values Added Financial LLC
DECREASED
Shares1,702 from 1,774
Change-72 (-4%)
Value$468.7K (-$89.8K)
Filed 2026-10-28
Schwartz Investment Counsel Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$468.2K (-$67.1K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$468.2K (-$57.5K)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares1,699
Change+1,699
Value$469
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares1,689 from 2,954
Change-1,265 (-43%)
Value$465.1K (-$464.9K)
Filed 2026-10-22
Decker Wealth Management LLC
INCREASED
Shares1,687 from 1,570
Change+117 (+7%)
Value$464.6K (-$29.7K)
Filed 2026-10-09
Burton Enright Welch
DECREASED
Shares1,685 from 1,734
Change-49 (-3%)
Value$463.9K (-$81.9K)
Filed 2026-11-04
Annex Advisory Services, LLC
INCREASED
Shares1,683 from 1,671
Change+12 (+1%)
Value$463.5K (-$62.7K)
Filed 2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED
Shares1,683 from 1,683
Change0 (0%)
Value$463.6K (-$66.4K)
Filed 2026-11-06
SevenBridge Financial Group, LLC
DECREASED
Shares1,682 from 7,937
Change-6,255 (-79%)
Value$512.0K (-$2.2M)
Filed 2026-10-26
Opal Wealth Advisors, LLC
DECREASED
Shares1,675 from 1,827
Change-152 (-8%)
Value$461.3K (-$113.9K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
DECREASED
Shares1,671 from 1,675
Change-4 (0%)
Value$460.3K (-$67.2K)
Filed 2026-10-09
International Assets Investment Management, LLC
INCREASED
Shares1,666 from 1,631
Change+35 (+2%)
Value$454.7K (-$56.4K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares1,661 from 1,718
Change-57 (-3%)
Value$457.4K (-$83.5K)
Filed 2026-10-28
Impact Capital Partners LLC
DECREASED
Shares1,656 from 1,736
Change-80 (-5%)
Value$456.0K (-$90.5K)
Filed 2026-10-22
Sava Infond d.o.o.
DECREASED
Shares1,650 from 2,150
Change-500 (-23%)
Value$454.4K (-$222.5K)
Filed 2026-10-28
Ballast, Inc.
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$452.5K (-$64.8K)
Filed 2026-10-20
Montecito Bank & Trust
DECREASED
Shares1,632 from 1,637
Change-5 (0%)
Value$449.4K (-$66.0K)
Filed 2026-10-01
Buttonwood Financial Advisors Inc.
INCREASED
Shares1,621 from 1,620
Change+1 (+0%)
Value$446.4K (-$63.6K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares1,618 from 1,769
Change-151 (-9%)
Value$445.5K (-$111.6K)
Filed 2026-10-29
KCM Investment Advisors LLC
DECREASED
Shares1,616 from 1,676
Change-60 (-4%)
Value$445.1K (-$82.6K)
Filed 2026-10-27
Catalyst Financial Partners LLC
DECREASED
Shares1,610 from 1,904
Change-294 (-15%)
Value$443.4K (-$156.1K)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares1,605 from 1,474
Change+131 (+9%)
Value$442.0K (-$22.1K)
Filed 2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED
Shares1,602 from 1,618
Change-16 (-1%)
Value$441.2K (-$68.2K)
Filed 2026-11-05
TrustBank
DECREASED
Shares1,601 from 1,616
Change-15 (-1%)
Value$440.9K (-$67.9K)
Filed 2026-10-20
Zions Bancorporation, National Association
DECREASED
Shares1,598 from 2,117
Change-519 (-25%)
Value$440.1K (-$226.4K)
Filed 2026-11-06
Churchill Financial Advisors, LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$436.8K (-$62.6K)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares1,579 from 1,365
Change+214 (+16%)
Value$435.0K (+$5.2K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
DECREASED
Shares1,575 from 1,711
Change-136 (-8%)
Value$433.9K (-$104.8K)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares1,573 from 1,684
Change-111 (-7%)
Value$433.2K (-$97.0K)
Filed 2026-10-26
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,572 from 1,547
Change+25 (+2%)
Value$432.9K (-$54.1K)
Filed 2026-10-23
Curated Wealth Partners LLC
NEW
Shares1,570
Change+1,570
Value$432.4K
Filed 2026-10-15
Avantax Planning Partners, Inc.
DECREASED
Shares1,568 from 1,995
Change-427 (-21%)
Value$431.8K (-$196.3K)
Filed 2026-11-03
Conning Inc.
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$429.6K (-$61.5K)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares1,556 from 285
Change+1,271 (+446%)
Value$428.5K (+$338.9K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares1,555 from 1,594
Change-39 (-2%)
Value$428.2K (-$73.6K)
Filed 2026-10-22
Milestones Private Investment Advisors LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$425.2K (-$60.9K)
Filed 2026-10-19
Kornitzer Capital Management Inc
DECREASED
Shares1,542 from 3,836
Change-2,294 (-60%)
Value$424.7K (-$783.1K)
Filed 2026-11-03
Missouri Trust & Investment Co
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$422.4K (-$77.2K)
Filed 2026-11-04
Tannin Capital LLC
INCREASED
Shares1,530 from 1,375
Change+155 (+11%)
Value$421.3K (-$11.6K)
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares1,526 from 1,383
Change+143 (+10%)
Value$420.3K (-$15.1K)
Filed 2026-10-19
Aprio Wealth Management, LLC
INCREASED
Shares1,519 from 1,319
Change+200 (+15%)
Value$418.2K (+$2.8K)
Filed 2026-10-28
Cushing Capital Partners, LLC
INCREASED
Shares1,517 from 1,335
Change+182 (+14%)
Value$417.9K (-$2.6K)
Filed 2026-10-20
NBH Bank
INCREASED
Shares1,516 from 1,474
Change+42 (+3%)
Value$417.5K (-$46.6K)
Filed 2026-11-05
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,515 from 2,515
Change-1,000 (-40%)
Value$417.2K (-$376.5K)
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares1,515 from 1,615
Change-100 (-6%)
Value$417.2K (-$91.2K)
Filed 2026-10-08
KPP Advisory Services LLC
INCREASED
Shares1,512 from 1,368
Change+144 (+11%)
Value$416.4K (-$14.2K)
Filed 2026-10-26
Sachem Hill LLC
DECREASED
Shares1,508 from 1,687
Change-179 (-11%)
Value$415.3K (-$115.8K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares1,508 from 1,443
Change+65 (+5%)
Value$415.4K (-$39.1K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares1,502 from 1,472
Change+30 (+2%)
Value$413.6K (-$49.8K)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
DECREASED
Shares1,501 from 1,531
Change-30 (-2%)
Value$413.4K (-$68.7K)
Filed 2026-10-15
Lecap Asset Management LTD
NEW
Shares1,500
Change+1,500
Value$413.1K
Filed 2026-10-27
Centerpoint Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$413 (-$471.6K)
Filed 2026-11-05
Voisard Asset Management Group, Inc.
INCREASED
Shares1,496 from 1,016
Change+480 (+47%)
Value$412.0K (+$92.1K)
Filed 2026-10-13
Plan A Wealth LLC
INCREASED
Shares1,490 from 1,441
Change+49 (+3%)
Value$410.4K (-$43.4K)
Filed 2026-10-08
MBL Wealth, LLC
DECREASED
Shares1,475 from 1,801
Change-326 (-18%)
Value$406.2K (-$160.8K)
Filed 2026-10-22
Investment Research Partners LLC
DECREASED
Shares1,473 from 1,486
Change-13 (-1%)
Value$405.7K (-$62.2K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares1,471 from 643
Change+828 (+129%)
Value$406.5K (+$203.4K)
Filed 2026-10-16
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$404.8K (-$58.0K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
INCREASED
Shares1,464 from 1,461
Change+3 (+0%)
Value$403.2K (-$56.8K)
Filed 2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED
Shares1,460 from 1,543
Change-83 (-5%)
Value$402.1K (-$83.7K)
Filed 2026-10-26
Atlas Wealth Partners, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$400.6K (-$57.2K)
Filed 2026-11-03
Keating Investment Counselors Inc
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$399.3K (-$57.2K)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED
Shares1,445 from 1,395
Change+50 (+4%)
Value$398 (-$438.6K)
Filed 2026-10-19
Strategy Asset Managers LLC
INCREASED
Shares1,439 from 1,384
Change+55 (+4%)
Value$396.2K (-$39.7K)
Filed 2026-10-14
Symmetry Partners, LLC
DECREASED
Shares1,432 from 1,692
Change-260 (-15%)
Value$394.4K (-$138.4K)
Filed 2026-10-27
KFG Wealth Management, LLC
DECREASED
Shares1,427 from 1,737
Change-310 (-18%)
Value$392.9K (-$153.9K)
Filed 2026-10-16
Marathon Capital Management
INCREASED
Shares1,422 from 1,273
Change+149 (+12%)
Value$391.6K (-$9.2K)
Filed 2026-10-23
ARK & TLK Investments, LLC
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$391.3K (-$56.1K)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares1,416 from 1,957
Change-541 (-28%)
Value$390.0K (-$226.3K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares1,407 from 1,454
Change-47 (-3%)
Value$387.5K (-$70.5K)
Filed 2026-10-16
Washington Trust Bank
INCREASED
Shares1,404 from 1,402
Change+2 (+0%)
Value$386.6K (-$54.8K)
Filed 2026-11-03
BXM Wealth LLC
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$386.4K (-$55.3K)
Filed 2026-11-03
Autumn Glory Partners, LLC
DECREASED
Shares1,401 from 1,404
Change-3 (0%)
Value$385.8K (-$56.2K)
Filed 2026-10-26
SS&H Financial Advisors, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$386 (-$440.6K)
Filed 2026-10-28
United Community Bank
DECREASED
Shares1,399 from 1,425
Change-26 (-2%)
Value$385.3K (-$63.4K)
Filed 2026-10-28
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,393 from 1,390
Change+3 (+0%)
Value$383.6K (-$54.0K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares1,388 from 1,373
Change+15 (+1%)
Value$383.3K (-$50.0K)
Filed 2026-10-28
Kwmg, LLC
DECREASED
Shares1,386 from 1,436
Change-50 (-3%)
Value$381.6K (-$70.5K)
Filed 2026-10-07
Stablepoint Partners, LLC
DECREASED
Shares1,385 from 1,399
Change-14 (-1%)
Value$381.4K (-$59.0K)
Filed 2026-11-03
Perryman Financial Advisory Inc
INCREASED
Shares1,376 from 1,355
Change+21 (+2%)
Value$378.9K (-$47.6K)
Filed 2026-10-16
RIA Advisory Group LLC
DECREASED
Shares1,373 from 1,453
Change-80 (-6%)
Value$378.0K (-$79.6K)
Filed 2026-10-15
Retirement Planning Group, LLC
DECREASED
Shares1,372 from 2,190
Change-818 (-37%)
Value$377.8K (-$311.7K)
Filed 2026-10-19
Founders Financial Securities LLC
DECREASED
Shares1,370 from 3,100
Change-1,730 (-56%)
Value$377.2K (-$599.0K)
Filed 2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$430.1K ($0)
Filed 2026-10-13
William Mack & Associates, Inc.
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$375.6K (-$53.8K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
INCREASED
Shares1,357 from 1,306
Change+51 (+4%)
Value$400.0K (-$16.8K)
Filed 2026-10-19
Vest Financial, LLC
INCREASED
Shares1,353 from 1,204
Change+149 (+12%)
Value$372.6K (-$6.5K)
Filed 2026-10-21
Midwest Capital Advisors, LLC
INCREASED
Shares1,345 from 1,052
Change+293 (+28%)
Value$370.5K (+$39.2K)
Filed 2026-11-04
Bourgeon Capital Management LLC
INCREASED
Shares1,340 from 1,335
Change+5 (+0%)
Value$369.0K (-$51.3K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
DECREASED
Shares1,335 from 1,342
Change-7 (-1%)
Value$367.6K (-$54.9K)
Filed 2026-10-13
Gould Asset Management LLC
DECREASED
Shares1,334 from 1,499
Change-165 (-11%)
Value$367.4K (-$104.6K)
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares1,333 from 1,664
Change-331 (-20%)
Value$367.0K (-$156.6K)
Filed 2026-11-03
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$364.9K (-$52.3K)
Filed 2026-10-27
Tobam
INCREASED
Shares1,298 from 791
Change+507 (+64%)
Value$357 (-$248.6K)
Filed 2026-11-03
Greenfield Savings Bank
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$357.5K (-$51.2K)
Filed 2026-10-07
Davidson Investment Advisors
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$356.9K (-$51.1K)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares1,295 from 1,666
Change-371 (-22%)
Value$356.6K (-$167.9K)
Filed 2026-10-27
Foresight Capital Management Advisors, Inc.
DECREASED
Shares1,294 from 3,895
Change-2,601 (-67%)
Value$356.4K (-$869.8K)
Filed 2026-10-27
Klingman & Associates, LLC
DECREASED
Shares1,292 from 1,340
Change-48 (-4%)
Value$355.8K (-$66.1K)
Filed 2026-10-20
Weaver Capital Management LLC
DECREASED
Shares1,286 from 2,809
Change-1,523 (-54%)
Value$354.2K (-$568.9K)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares1,284 from 1,169
Change+115 (+10%)
Value$353.6K (-$14.4K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
INCREASED
Shares1,282 from 1,034
Change+248 (+24%)
Value$353.2K (+$27.5K)
Filed 2026-10-29
Regatta Capital Group, LLC
DECREASED
Shares1,279 from 1,284
Change-5 (0%)
Value$352.2K (-$52.1K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares1,276 from 1,272
Change+4 (+0%)
Value$351.4K (-$49.1K)
Filed 2026-11-05
Victrix Investment Advisors
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$351.1K (-$50.3K)
Filed 2026-10-13
R Squared Ltd
NEW
Shares1,273
Change+1,273
Value$350.6K
Filed 2026-11-06
Gill Capital Partners, LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$345.1K (-$49.4K)
Filed 2026-10-13
Trust Co of Toledo NA
DECREASED
Shares1,250 from 1,350
Change-100 (-7%)
Value$344.2K (-$80.8K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares1,239 from 1,157
Change+82 (+7%)
Value$341.2K (-$23.1K)
Filed 2026-10-08
Phoenix Wealth Advisors
DECREASED
Shares1,235 from 1,245
Change-10 (-1%)
Value$340.1K (-$51.9K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares1,230 from 1,201
Change+29 (+2%)
Value$338.7K (-$39.4K)
Filed 2026-10-22
Elser Financial Planning, Inc
DECREASED
Shares1,229 from 1,236
Change-7 (-1%)
Value$338.5K (-$50.7K)
Filed 2026-10-16
Stiles Financial Services Inc
DECREASED
Shares1,219 from 1,230
Change-11 (-1%)
Value$335.8K (-$51.4K)
Filed 2026-10-30
Enclave Advisors LLC
DECREASED
Shares1,202 from 1,229
Change-27 (-2%)
Value$331.0K (-$55.9K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
DECREASED
Shares1,201 from 1,413
Change-212 (-15%)
Value$330.7K (-$114.2K)
Filed 2026-10-26
Riverbridge Partners LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$330.5K (-$47.3K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares1,195 from 1,228
Change-33 (-3%)
Value$329.1K (-$57.5K)
Filed 2026-10-14
Wolff Wiese Magana LLC
DECREASED
Shares1,193 from 1,378
Change-185 (-13%)
Value$328.5K (-$105.3K)
Filed 2026-10-15
Focused Wealth Management, Inc
INCREASED
Shares1,191 from 927
Change+264 (+28%)
Value$327.9K (+$36.1K)
Filed 2026-10-30
Stillwater Wealth Management Group
DECREASED
Shares1,190 from 7,547
Change-6,357 (-84%)
Value$327.7K (-$2.0M)
Filed 2026-10-21
Centennial Wealth Advisory LLC
DECREASED
Shares1,187 from 1,190
Change-3 (0%)
Value$326.9K (-$47.8K)
Filed 2026-10-16
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$325.8K (-$46.7K)
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED
Shares1,181 from 1,144
Change+37 (+3%)
Value$326.2K (-$34.9K)
Filed 2026-11-03
SYM Financial Corp
DECREASED
Shares1,177 from 1,530
Change-353 (-23%)
Value$324.1K (-$157.6K)
Filed 2026-10-26
Verde Capital Management
INCREASED
Shares1,176 from 1,172
Change+4 (+0%)
Value$323.9K (-$45.4K)
Filed 2026-10-28
Romano Brothers and Company
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$323.0K (-$46.3K)
Filed 2026-10-22
LVW Advisors, LLC
DECREASED
Shares1,166 from 1,357
Change-191 (-14%)
Value$321.0K (-$106.1K)
Filed 2026-10-19
Accurate Wealth Management, LLC
DECREASED
Shares1,163 from 2,587
Change-1,424 (-55%)
Value$328.5K (-$523.0K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares1,163 from 1,171
Change-8 (-1%)
Value$320.3K (-$48.4K)
Filed 2026-10-30
Gen-Wealth Partners Inc
DECREASED
Shares1,158 from 1,235
Change-77 (-6%)
Value$318.9K (-$69.9K)
Filed 2026-11-04
Marathon Strategic Advisors, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$317.8K (-$45.5K)
Filed 2026-10-20
TopTier Wealth Management, LLC
INCREASED
Shares1,152 from 1,059
Change+93 (+9%)
Value$317.3K (-$16.2K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$316.7K (-$45.4K)
Filed 2026-11-02
Mindset Wealth Management, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$316.7K (-$45.4K)
Filed 2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$317.7K (-$45.4K)
Filed 2026-10-09
Kathmere Capital Management, LLC
INCREASED
Shares1,147 from 1,078
Change+69 (+6%)
Value$315.8K (-$23.8K)
Filed 2026-10-20
Schwallier Wealth Management LLC
DECREASED
Shares1,145 from 1,146
Change-1 (0%)
Value$315.3K (-$45.5K)
Filed 2026-11-05
IVC Wealth Advisors LLC
DECREASED
Shares1,134 from 1,421
Change-287 (-20%)
Value$312.4K (-$134.9K)
Filed 2026-10-23
Augustine Asset Management Inc
INCREASED
Shares1,133 from 777
Change+356 (+46%)
Value$312.1K (+$67.5K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares1,123 from 1,644
Change-521 (-32%)
Value$309.3K (-$208.3K)
Filed 2026-10-16
Onyx Financial Advisors, LLC
INCREASED
Shares1,118 from 1,115
Change+3 (+0%)
Value$307.9K (-$43.2K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
NEW
Shares1,117
Change+1,117
Value$307.7K
Filed 2026-11-04
Brookmont Capital Management
INCREASED
Shares1,112 from 1,038
Change+74 (+7%)
Value$306.3K (-$20.5K)
Filed 2026-10-23
Advisory Resource Group
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$304.3K (-$43.6K)
Filed 2026-10-26
RTD Financial Advisors, Inc.
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$300.7K (-$43.1K)
Filed 2026-10-09
Cove Private Wealth, LLC
INCREASED
Shares1,087 from 817
Change+270 (+33%)
Value$299.3K (+$42.1K)
Filed 2026-10-28
Advisory Advocates, LLC
DECREASED
Shares1,072 from 1,152
Change-80 (-7%)
Value$295.1K (-$67.6K)
Filed 2026-11-05
Cynosure Group, LLC
NEW
Shares1,071
Change+1,071
Value$294.9K
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares1,062 from 1,291
Change-229 (-18%)
Value$355.9K (-$79.3K)
Filed 2026-11-06
North Forty Two & Co.
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$292.5K (-$41.9K)
Filed 2026-10-19
Proathlete Wealth Management LLC
INCREASED
Shares1,061 from 1,033
Change+28 (+3%)
Value$292.6K (-$32.9K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,060 from 1,042
Change+18 (+2%)
Value$291.9K (-$36.2K)
Filed 2026-10-27
Bell Bank
INCREASED
Shares1,052 from 1,017
Change+35 (+3%)
Value$289.7K (-$30.5K)
Filed 2026-10-21
Wealth Group, Ltd.
DECREASED
Shares1,046 from 2,371
Change-1,325 (-56%)
Value$288 (-$745.7K)
Filed 2026-10-30
Revolve Wealth Partners, LLC
INCREASED
Shares1,041 from 1,015
Change+26 (+3%)
Value$286.7K (-$32.9K)
Filed 2026-10-23
Cane Capital Partners, LLC
NEW
Shares1,036
Change+1,036
Value$285.3K
Filed 2026-10-23
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$285.3K (-$40.9K)
Filed 2026-10-29
Traynor Capital Management, Inc.
DECREASED
Shares1,028 from 2,488
Change-1,460 (-59%)
Value$283.2K (-$500.3K)
Filed 2026-10-29
Income Insurance Ltd
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$282.8K (-$40.5K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,020 from 1,111
Change-91 (-8%)
Value$280.9K (-$68.9K)
Filed 2026-10-27
Layline Advisors, LLC
INCREASED
Shares1,020 from 1,012
Change+8 (+1%)
Value$280.9K (-$37.8K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
INCREASED
Shares1,017 from 967
Change+50 (+5%)
Value$280.1K (-$24.4K)
Filed 2026-10-21
Norden Group LLC
DECREASED
Shares1,013 from 1,277
Change-264 (-21%)
Value$279.0K (-$123.0K)
Filed 2026-10-20
Camden National Bank
DECREASED
Shares1,013 from 1,028
Change-15 (-1%)
Value$279.0K (-$44.7K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,011 from 1,136
Change-125 (-11%)
Value$278.4K (-$79.2K)
Filed 2026-10-23
Argentarii, LLC
DECREASED
Shares1,010 from 1,047
Change-37 (-4%)
Value$278.1K (-$86.4K)
Filed 2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$299.1K (-$17.0K)
Filed 2026-10-26
Ironwood Financial, llc
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$276.2K (-$56.2K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$275.4K (-$39.5K)
Filed 2026-10-16
Northside Capital Management, LLC
INCREASED
Shares993 from 907
Change+86 (+9%)
Value$273.5K (-$12.1K)
Filed 2026-10-13
Ellsworth Advisors, LLC
INCREASED
Shares991 from 959
Change+32 (+3%)
Value$272.9K (-$30.7K)
Filed 2026-10-15
Veratis Advisors, Inc.
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$272.6K (-$39.1K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares985 from 1,061
Change-76 (-7%)
Value$274.0K (-$72.4K)
Filed 2026-10-19
TFC Financial Management, Inc.
INCREASED
Shares979 from 854
Change+125 (+15%)
Value$269.6K (+$740)
Filed 2026-10-26
Paragon Private Wealth Management, LLC
DECREASED
Shares978 from 2,398
Change-1,420 (-59%)
Value$269.3K (-$485.8K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$268.0K (-$38.4K)
Filed 2026-10-06
MFA Wealth Advisors, LLC
INCREASED
Shares971 from 687
Change+284 (+41%)
Value$267.4K (+$51.1K)
Filed 2026-10-07
Anchyra Partners LLC
DECREASED
Shares970 from 1,114
Change-144 (-13%)
Value$267.1K (-$83.6K)
Filed 2026-10-13
Purkiss Capital Advisors LLC
DECREASED
Shares967 from 969
Change-2 (0%)
Value$266.3K (-$38.8K)
Filed 2026-11-06
Horizon Wealth Management, LLC
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$263.8K (-$37.8K)
Filed 2026-11-02
Tufton Capital Management
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$262 (-$299.7K)
Filed 2026-10-20
Altus Wealth Group LLC
DECREASED
Shares953 from 991
Change-38 (-4%)
Value$262.6K (-$49.5K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares941 from 3,103
Change-2,162 (-70%)
Value$259.1K (-$717.9K)
Filed 2026-10-14
Peoples Bank
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$258.6K (-$37.0K)
Filed 2026-10-26
Legacy Private Trust Co.
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$258.0K (-$37.0K)
Filed 2026-10-06
Childress Capital Advisors, LLC
DECREASED
Shares934 from 1,059
Change-125 (-12%)
Value$257.2K (-$76.2K)
Filed 2026-10-28
Cromwell Holdings LLC
INCREASED
Shares934 from 931
Change+3 (+0%)
Value$258.0K (-$35.9K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares929 from 786
Change+143 (+18%)
Value$255.8K (+$8.4K)
Filed 2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED
Shares926 from 903
Change+23 (+3%)
Value$255.0K (-$29.3K)
Filed 2026-11-04
Forza Wealth Management, LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$254.5K (-$36.5K)
Filed 2026-10-20
Oregon Pacific Wealth Management, LLC
INCREASED
Shares922 from 726
Change+196 (+27%)
Value$253.9K (+$25.3K)
Filed 2026-10-20
Jeter Robert S II
NEW
Shares921
Change+921
Value$260.2K
Filed 2026-10-16
Traphagen Investment Advisors LLC
INCREASED
Shares916 from 902
Change+14 (+2%)
Value$252.3K (-$31.7K)
Filed 2026-10-14
Cadinha & Co LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$250.9K (-$35.9K)
Filed 2026-10-22
South Shore Capital Advisors
NEW
Shares909
Change+909
Value$250.3K
Filed 2026-10-20
Dagco, Inc.
DECREASED
Shares905 from 1,133
Change-228 (-20%)
Value$249.2K (-$107.4K)
Filed 2026-10-20
Pittenger & Anderson Inc
DECREASED
Shares905 from 970
Change-65 (-7%)
Value$249.2K (-$56.2K)
Filed 2026-11-02
Abel Hall, LLC
NEW
Shares903
Change+903
Value$248.8K
Filed 2026-10-19
Pflug Koory, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$247.9K (-$35.5K)
Filed 2026-10-26
Cabot Wealth Management Inc
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$247.6K (-$35.5K)
Filed 2026-11-05
Future Financial Wealth Managment LLC
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$246.7K (-$39.0K)
Filed 2026-10-15
Davis Capital Management
INCREASED
Shares885 from 774
Change+111 (+14%)
Value$243.7K (+$34)
Filed 2026-10-08
Wedge Capital Management L L P
NEW
Shares880
Change+880
Value$242.3K
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares880 from 833
Change+47 (+6%)
Value$242.2K (-$19.9K)
Filed 2026-10-14
Shore Point Advisors, LLC
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$241.8K (-$34.6K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
DECREASED
Shares877 from 966
Change-89 (-9%)
Value$241.4K (-$62.8K)
Filed 2026-10-19
Gibbs Wealth Management
NEW
Shares872
Change+872
Value$240.1K
Filed 2026-10-22
Cooper Financial Group
DECREASED
Shares871 from 1,396
Change-525 (-38%)
Value$240.0K (-$199.7K)
Filed 2026-10-07
Lewis Asset Management, LLC
INCREASED
Shares870 from 869
Change+1 (+0%)
Value$240.3K (-$33.4K)
Filed 2026-10-14
Financial Advisory Corp
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$239.3K (-$34.3K)
Filed 2026-10-14
Delta Financial Advisors LLC
DECREASED
Shares868 from 1,158
Change-290 (-25%)
Value$239.0K (-$125.5K)
Filed 2026-10-27
Moss Adams Wealth Advisors LLC
DECREASED
Shares862 from 1,169
Change-307 (-26%)
Value$238.2K (-$130.9K)
Filed 2026-10-28
Baker Boyer National Bank
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$234.4K (-$33.6K)
Filed 2026-11-05
Heartwood Wealth Advisors LLC
INCREASED
Shares845 from 803
Change+42 (+5%)
Value$232.7K (-$20.1K)
Filed 2026-10-05
Personal CFO Solutions, LLC
DECREASED
Shares844 from 1,087
Change-243 (-22%)
Value$233.2K (-$110.0K)
Filed 2026-11-06
Monument Group Wealth Advisors, LLC
DECREASED
Shares842 from 1,750
Change-908 (-52%)
Value$231.9K (-$44.7K)
Filed 2026-10-21
QTR Family Wealth, LLC
DECREASED
Shares842 from 974
Change-132 (-14%)
Value$231.7K (-$75.0K)
Filed 2026-11-02
Alpha Family Trust
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$262.9K ($0)
Filed 2026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares831 from 699
Change+132 (+19%)
Value$228.9K (+$8.8K)
Filed 2026-10-22
Waters Parkerson & Co., LLC
DECREASED
Shares831 from 898
Change-67 (-7%)
Value$228.8K (-$53.9K)
Filed 2026-11-04
Valtinson Bruner Financial Planning LLC
INCREASED
Shares831 from 829
Change+2 (+0%)
Value$228.9K (-$32.2K)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares827 from 855
Change-28 (-3%)
Value$227.7K (-$41.4K)
Filed 2026-10-21
HMV Wealth Advisors, LLC
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$227.5K (-$32.6K)
Filed 2026-10-27
Carret Asset Management, LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$227.2K (-$32.5K)
Filed 2026-11-04
Kenora Financial, LLC
DECREASED
Shares823 from 889
Change-66 (-7%)
Value$226.6K (-$53.2K)
Filed 2026-10-20
Renaissance Investment Group LLC
DECREASED
Shares823 from 880
Change-57 (-6%)
Value$226.6K (-$50.4K)
Filed 2026-10-28
DB&C Advisors, LLC
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$226.0K (-$32.3K)
Filed 2026-10-26
Swiss RE LTD
INCREASED
Shares820 from 499
Change+321 (+64%)
Value$225.8K (+$68.7K)
Filed 2026-11-06
CJM Wealth Advisers, Ltd.
DECREASED
Shares818 from 825
Change-7 (-1%)
Value$225.3K (-$34.5K)
Filed 2026-10-27
Cooper S Advisors, LLC
INCREASED
Shares817 from 777
Change+40 (+5%)
Value$225.0K (-$19.6K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
INCREASED
Shares817 from 807
Change+10 (+1%)
Value$226.6K (-$35.6K)
Filed 2026-10-13
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$224.4K (-$32.2K)
Filed 2026-10-09
Plancorp, LLC
INCREASED
Shares810 from 725
Change+85 (+12%)
Value$236.4K (-$3.9K)
Filed 2026-11-03
Cultivar Capital, Inc.
NEW
Shares800
Change+800
Value$220.3K
Filed 2026-10-14
Acorn Creek Capital LLC
DECREASED
Shares800 from 899
Change-99 (-11%)
Value$220.3K (-$62.7K)
Filed 2026-11-05
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$220.3K (-$31.6K)
Filed 2026-10-21
Mirabaud & Cie SA
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$218.9K (-$31.4K)
Filed 2026-10-27
Portside Wealth Group, LLC
INCREASED
Shares794 from 712
Change+82 (+12%)
Value$218.7K (-$5.5K)
Filed 2026-10-20
Fiduciary Family Office, LLC
DECREASED
Shares794 from 803
Change-9 (-1%)
Value$218.7K (-$34.2K)
Filed 2026-11-04
Platform Technology Partners
INCREASED
Shares793 from 753
Change+40 (+5%)
Value$218.3K (-$19.0K)
Filed 2026-11-02
Cypress Asset Management Inc
DECREASED
Shares790 from 1,068
Change-278 (-26%)
Value$217.6K (-$118.7K)
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares788 from 814
Change-26 (-3%)
Value$217.0K (-$39.4K)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED
Shares786 from 780
Change+6 (+1%)
Value$216.3K (-$29.4K)
Filed 2026-10-15
Leeward Financial Partners, LLC
DECREASED
Shares786 from 787
Change-1 (0%)
Value$216.3K (-$31.6K)
Filed 2026-10-23
Disciplined Equity Management, Inc.
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$214.8K (-$30.8K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
DECREASED
Shares778 from 818
Change-40 (-5%)
Value$214 (-$44)
Filed 2026-10-27
Mountain Pacific Investment Advisers LLC
INCREASED
Shares778 from 763
Change+15 (+2%)
Value$214.3K (-$26.0K)
Filed 2026-10-29
Precedent Wealth Partners, LLC
INCREASED
Shares776 from 769
Change+7 (+1%)
Value$213.7K (-$28.4K)
Filed 2026-10-21
Ejmk Ventures LLC
DECREASED
Shares775 from 1,235
Change-460 (-37%)
Value$213.8K (-$175.7K)
Filed 2026-10-21
Ceera Investments, LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$212.6K (-$30.5K)
Filed 2026-11-02
Old Port Advisors
DECREASED
Shares763 from 814
Change-51 (-6%)
Value$210.1K (-$46.2K)
Filed 2026-10-23
Eurizon SLJ Capital Ltd
DECREASED
Shares761 from 805
Change-44 (-5%)
Value$209.6K (-$43.9K)
Filed 2026-11-06
Verus Wealth Management, LLC
NEW
Shares756
Change+756
Value$208.3K
Filed 2026-10-13
Aries Wealth Management
DECREASED
Shares755 from 760
Change-5 (-1%)
Value$207.9K (-$31.4K)
Filed 2026-10-23
Steel Grove Capital Advisors, LLC
NEW
Shares754
Change+754
Value$207.6K
Filed 2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$207.1K (-$29.7K)
Filed 2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED
Shares751 from 750
Change+1 (+0%)
Value$221.3K (-$24.0K)
Filed 2026-10-28
Auxano Advisors, LLC
NEW
Shares750
Change+750
Value$206.5K
Filed 2026-11-06
Sunbeam Capital Management, LLC
DECREASED
Shares747 from 785
Change-38 (-5%)
Value$205.8K (-$41.3K)
Filed 2026-11-05
Traveka Wealth, LLC
DECREASED
Shares746 from 753
Change-7 (-1%)
Value$205.4K (-$31.6K)
Filed 2026-10-19
Alchemi Wealth, LLC
INCREASED
Shares745 from 735
Change+10 (+1%)
Value$205.4K (-$26.3K)
Filed 2026-11-04
Triad Wealth Partners, LLC
DECREASED
Shares743 from 764
Change-21 (-3%)
Value$204.7K (-$56.1K)
Filed 2026-10-26
Kendall Capital Management
DECREASED
Shares742 from 767
Change-25 (-3%)
Value$204.3K (-$37.1K)
Filed 2026-10-23
Argus Investors' Counsel, Inc.
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$204.3K (-$29.3K)
Filed 2026-10-09
Grant Street Asset Management, Inc.
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$203.8K (-$29.2K)
Filed 2026-10-26
Waller Financial Planning Group, Inc
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$202.7K (-$29.0K)
Filed 2026-10-07
Pinion Investment Advisors, LLC
DECREASED
Shares730 from 1,003
Change-273 (-27%)
Value$201.0K (-$114.8K)
Filed 2026-11-04
Capital Asset Advisory Services LLC
DECREASED
Shares730 from 817
Change-87 (-11%)
Value$224.3K (-$33.0K)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares729 from 721
Change+8 (+1%)
Value$200.8K (-$26.2K)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
NEW
Shares727
Change+727
Value$200.2K
Filed 2026-10-29
JFS Wealth Advisors, LLC
DECREASED
Shares725 from 732
Change-7 (-1%)
Value$199.7K (-$30.8K)
Filed 2026-11-03
Heritage Family Offices, LLP
DECREASED
Shares697 from 1,785
Change-1,088 (-61%)
Value$192.0K (-$370.1K)
Filed 2026-11-02
Arlington Trust Co LLC
INCREASED
Shares684 from 640
Change+44 (+7%)
Value$188.4K (-$13.1K)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
INCREASED
Shares680 from 17
Change+663 (+3900%)
Value$187.3K (+$181.9K)
Filed 2026-10-16
Albion Financial Group
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$183.1K (-$26.2K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares652 from 479
Change+173 (+36%)
Value$179.6K (+$28.7K)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares643 from 615
Change+28 (+5%)
Value$200.4K (-$12.9K)
Filed 2026-11-02
Elyxium Wealth, LLC
DECREASED
Shares643 from 654
Change-11 (-2%)
Value$177.1K (-$28.8K)
Filed 2026-10-27
Financial Management Professionals, Inc.
DECREASED
Shares614 from 643
Change-29 (-5%)
Value$169.7K (-$33.3K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares607 from 624
Change-17 (-3%)
Value$167.2K (-$29.3K)
Filed 2026-11-03
Paradigm Asset Management Co LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$165.2K (-$23.7K)
Filed 2026-11-05
Bell Investment Advisors, Inc
DECREASED
Shares589 from 618
Change-29 (-5%)
Value$162.2K (-$32.4K)
Filed 2026-10-29
Kentucky Trust Co
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$156.4K (-$22.4K)
Filed 2026-10-15
Wilkerson Advisory Group LLC
DECREASED
Shares567 from 680
Change-113 (-17%)
Value$156.1K (-$57.9K)
Filed 2026-10-20
Birchbrook, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$151.5K (-$21.7K)
Filed 2026-10-14
Tower View Wealth Management LLC
INCREASED
Shares540 from 539
Change+1 (+0%)
Value$148.8K (-$20.9K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
DECREASED
Shares535 from 760
Change-225 (-30%)
Value$147.3K (-$91.9K)
Filed 2026-10-05
AXS Investments LLC
DECREASED
Shares521 from 3,254
Change-2,733 (-84%)
Value$143.5K (-$881.0K)
Filed 2026-11-04
Knuff & Co LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$143.2K (-$20.5K)
Filed 2026-11-06
Dorato Capital Management
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$140.5K (-$27.7K)
Filed 2026-10-08
Axiom Investment Management LLC
INCREASED
Shares509 from 177
Change+332 (+188%)
Value$140.2K (+$84.4K)
Filed 2026-11-03
Key FInancial Inc
INCREASED
Shares508 from 478
Change+30 (+6%)
Value$139.9K (-$10.6K)
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares488 from 486
Change+2 (+0%)
Value$133.2K (-$19.1K)
Filed 2026-10-27
Mcdonald Partners LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$133.8K (-$19.2K)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$141.0K (-$11.5K)
Filed 2026-11-04
Hoey Investments, Inc
INCREASED
Shares469 from 357
Change+112 (+31%)
Value$129.2K (+$16.8K)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares460
Change+460
Value$126.6K
Filed 2026-10-27
Fortis Group Advisors, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$122.3K (-$17.5K)
Filed 2026-11-06
Deseret Mutual Benefit Administrators
INCREASED
Shares432 from 428
Change+4 (+1%)
Value$119.0K (-$15.8K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares431 from 470
Change-39 (-8%)
Value$118.7K (-$29.3K)
Filed 2026-10-29
Washington Trust Advisors, Inc.
DECREASED
Shares419 from 562
Change-143 (-25%)
Value$115.4K (-$61.6K)
Filed 2026-10-22
Versant Capital Management, Inc
DECREASED
Shares419 from 549
Change-130 (-24%)
Value$115.4K (-$57.5K)
Filed 2026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$115 (-$76.9K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$113.7K (-$16.3K)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
DECREASED
Shares410 from 424
Change-14 (-3%)
Value$112.9K (-$20.6K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares399 from 451
Change-52 (-12%)
Value$109.9K (-$32.1K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares379 from 560
Change-181 (-32%)
Value$104.7K (-$71.7K)
Filed 2026-11-05
Hickory Point Bank & Trust
DECREASED
Shares366 from 384
Change-18 (-5%)
Value$100.8K (-$20.1K)
Filed 2026-10-01
Addison Advisors LLC
INCREASED
Shares360 from 355
Change+5 (+1%)
Value$99.1K (-$12.7K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
DECREASED
Shares349 from 384
Change-35 (-9%)
Value$96.1K (-$24.8K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares330
Change+330
Value$90.9K
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares325
Change+325
Value$89.5K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
INCREASED
Shares317 from 35
Change+282 (+806%)
Value$87.3K (+$76.3K)
Filed 2026-11-04
GoalVest Advisory LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$85.8K (-$12.3K)
Filed 2026-10-02
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$84.8K (-$12.2K)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares305 from 70
Change+235 (+336%)
Value$84.3K (+$62.2K)
Filed 2026-10-30
Compound Global Advisors, LLC
NEW
Shares300
Change+300
Value$82.6K
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares299 from 296
Change+3 (+1%)
Value$82.6K (-$10.7K)
Filed 2026-11-02
Sfam, LLC
DECREASED
Shares295 from 355
Change-60 (-17%)
Value$81.2K (-$30.5K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares263 from 255
Change+8 (+3%)
Value$72.5K (-$7.9K)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$72.4K (-$10.4K)
Filed 2026-10-13
Whipplewood Advisors, LLC
DECREASED
Shares260 from 268
Change-8 (-3%)
Value$71.6K (-$12.8K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares249 from 213
Change+36 (+17%)
Value$68.5K (+$1.6K)
Filed 2026-10-29
First Bancorp, Inc
DECREASED
Shares241 from 366
Change-125 (-34%)
Value$66.4K (-$48.9K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares236 from 304
Change-68 (-22%)
Value$65.0K (-$30.7K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
NEW
Shares228
Change+228
Value$62.8K
Filed 2026-10-13
WPG Advisers, LLC
DECREASED
Shares218 from 254
Change-36 (-14%)
Value$60.0K (-$19.9K)
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares214 from 259
Change-45 (-17%)
Value$58.9K (-$22.6K)
Filed 2026-10-23
Tradewinds Capital Management, LLC
INCREASED
Shares213 from 198
Change+15 (+8%)
Value$58.7K (-$3.7K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares213 from 210
Change+3 (+1%)
Value$58.6K (-$7.6K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares210
Change+210
Value$57.8K
Filed 2026-10-29
Rothwell Investment Advisors, LLC
NEW
Shares209
Change+209
Value$57.4K
Filed 2026-11-06
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$55.8K (-$7.8K)
Filed 2026-10-29
Burkett Financial Services, LLC
INCREASED
Shares200 from 95
Change+105 (+111%)
Value$55.2K (+$25.2K)
Filed 2026-10-01
Blume Capital Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$55.1K (-$7.9K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares199
Change+199
Value$54.8K
Filed 2026-10-19
Grove Bank & Trust
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$54.3K (-$7.8K)
Filed 2026-10-08
First Pacific Financial
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$53.5K (-$7.5K)
Filed 2026-10-14
RMG Wealth Management LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$59.1K (-$7.9K)
Filed 2026-10-26
Align Financial, LLC
INCREASED
Shares189 from 185
Change+4 (+2%)
Value$51.9K (-$6.2K)
Filed 2026-10-16
Horizon Financial Services, LLC
INCREASED
Shares187 from 81
Change+106 (+131%)
Value$51.5K (+$26.0K)
Filed 2026-11-04
Towne Trust Company, N.a
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$50.1K (-$7.2K)
Filed 2026-10-28
Ulland Investment Advisors, LLC
DECREASED
Shares180 from 220
Change-40 (-18%)
Value$50 (-$19)
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares180 from 181
Change-1 (-1%)
Value$50 (-$57.0K)
Filed 2026-10-30
Sima Wealth Partners, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$48.5K (-$6.9K)
Filed 2026-10-19
RHL Group, LLC
DECREASED
Shares167 from 200
Change-33 (-16%)
Value$46.0K (-$17.0K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$46.0K (-$6.6K)
Filed 2026-10-09
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares166 from 215
Change-49 (-23%)
Value$45.7K (-$22.0K)
Filed 2026-10-28
Nemes Rush Group LLC
DECREASED
Shares166 from 173
Change-7 (-4%)
Value$45.7K (-$8.7K)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$45.4K (-$6.5K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares163 from 303
Change-140 (-46%)
Value$45.0K (-$50.5K)
Filed 2026-10-30
Antipodes Partners Ltd
DECREASED
Shares161 from 541
Change-380 (-70%)
Value$44.3K (-$126.0K)
Filed 2026-11-05
Rational Advisors, Inc.
INCREASED
Shares161 from 138
Change+23 (+17%)
Value$44.3K (+$890)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$43.5K (-$6.2K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares155 from 105
Change+50 (+48%)
Value$42.7K (+$9.6K)
Filed 2026-10-16
Rakuten Securities, Inc.
INCREASED
Shares152 from 12
Change+140 (+1167%)
Value$41.9K (+$38.1K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares151
Change+151
Value$41.7K
Filed 2026-10-27
Hanson & Doremus Investment Management
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$40 (-$46.0K)
Filed 2026-10-16
Mascoma Wealth Management LLC
DECREASED
Shares140 from 144
Change-4 (-3%)
Value$38.6K (-$6.8K)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares137 from 135
Change+2 (+1%)
Value$37.7K (-$4.8K)
Filed 2026-10-19
Concord Wealth Partners
DECREASED
Shares132 from 990
Change-858 (-87%)
Value$36.3K (-$275.2K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$35.8K (-$5.1K)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$35 (-$40.0K)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares125 from 51
Change+74 (+145%)
Value$34.4K (+$18.4K)
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares125 from 110
Change+15 (+14%)
Value$34.4K (-$208)
Filed 2026-10-28
Brown Shipley& Co Ltd
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$34.4K (-$4.9K)
Filed 2026-10-09
Ares Financial Consulting, LLC
DECREASED
Shares121 from 123
Change-2 (-2%)
Value$33.3K (-$5.4K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares116 from 208
Change-92 (-44%)
Value$32.1K (-$33.6K)
Filed 2026-10-14
High Note Wealth, LLC
DECREASED
Shares116 from 126
Change-10 (-8%)
Value$31.9K (-$7.7K)
Filed 2026-10-27
City Holding Co
INCREASED
Shares116 from 106
Change+10 (+9%)
Value$31.9K (-$1.4K)
Filed 2026-10-19
Canton Hathaway, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$31.7K (-$4.5K)
Filed 2026-10-23
Hara Capital LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$31.7K (-$4.6K)
Filed 2026-10-30
Compass Financial Management LLC
INCREASED
Shares110 from 84
Change+26 (+31%)
Value$30.2K (+$3.6K)
Filed 2026-10-30
Salomon & Ludwin, LLC
DECREASED
Shares110 from 111
Change-1 (-1%)
Value$30.3K (-$4.5K)
Filed 2026-10-29
Peterson Wealth Services
DECREASED
Shares109 from 14,341
Change-14,232 (-99%)
Value$29.9K (-$4.5M)
Filed 2026-10-26
Navigoe, LLC
DECREASED
Shares107 from 108
Change-1 (-1%)
Value$29 (-$34.0K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$29.4K (-$4.2K)
Filed 2026-10-30
Disciplina Capital Management LLC
DECREASED
Shares104 from 110
Change-6 (-5%)
Value$28.5K (-$6.2K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares103 from 93
Change+10 (+11%)
Value$28.4K (-$915)
Filed 2026-10-14
First Community Trust NA
DECREASED
Shares100 from 125
Change-25 (-20%)
Value$27.5K (-$11.8K)
Filed 2026-10-07
Birchwood Financial Partners, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.6K (-$4.0K)
Filed 2026-11-02
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.5K (-$3.9K)
Filed 2026-10-30
Financially Speaking Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.5K (-$5.3K)
Filed 2026-11-05
Byrne Asset Management LLC
INCREASED
Shares97 from 12
Change+85 (+708%)
Value$26.5K (+$22.7K)
Filed 2026-10-06
Birch Financial Group, LLC
NEW
Shares96
Change+96
Value$26.5K
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$26.2K (-$3.7K)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares94 from 28
Change+66 (+236%)
Value$25.9K (+$17.1K)
Filed 2026-10-15
Hilltop National Bank
DECREASED
Shares89 from 1,173
Change-1,084 (-92%)
Value$24.5K (-$344.8K)
Filed 2026-10-14
Goodman Advisory Group, LLC
NEW
Shares85
Change+85
Value$23.4K
Filed 2026-11-02
James T. Borello RIA
DECREASED
Shares78 from 198
Change-120 (-61%)
Value$21.5K (-$40.9K)
Filed 2026-10-16
Gables Capital Management Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$21.5K (-$3.1K)
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares76
Change+76
Value$20.9K
Filed 2026-10-26
Joseph Group Capital Management
INCREASED
Shares74 from 55
Change+19 (+35%)
Value$20.4K (+$3.1K)
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$20.4K (-$2.9K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares70 from 62
Change+8 (+13%)
Value$19.2K (-$499)
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares69
Change+69
Value$19.0K
Filed 2026-10-13
Essential Partners LLC
DECREASED
Shares68 from 237
Change-169 (-71%)
Value$18.7K (-$55.9K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares67
Change+67
Value$18.4K
Filed 2026-11-03
Avion Wealth
DECREASED
Shares64 from 79
Change-15 (-19%)
Value$17 (-$7)
Filed 2026-11-04
Kennebec Savings Bank
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$17.4K (-$2.5K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares59
Change+59
Value$16.4K
Filed 2026-10-09
Pathway Financial Advisers, LLC
NEW
Shares58
Change+58
Value$16.1K
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares58 from 47
Change+11 (+23%)
Value$16.0K (+$1.2K)
Filed 2026-10-28
Roxbury Financial LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$15.9K (-$2.2K)
Filed 2026-10-01
Hilton Head Capital Partners, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$14.9K (-$2.1K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
INCREASED
Shares53 from 50
Change+3 (+6%)
Value$14.6K (-$1.1K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$14.6K (-$2.1K)
Filed 2026-10-21
DT Investment Partners, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$14.3K (-$2.1K)
Filed 2026-10-27
Redwood Park Advisors LLC
INCREASED
Shares50 from 2
Change+48 (+2400%)
Value$13.8K (+$13.1K)
Filed 2026-11-02
Abound Wealth Management
DECREASED
Shares49 from 53
Change-4 (-8%)
Value$13.4K (-$3.2K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
DECREASED
Shares48 from 51
Change-3 (-6%)
Value$13.2K (-$2.8K)
Filed 2026-10-16
Coston, McIsaac & Partners
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$12.9K (+$12.9K)
Filed 2026-11-06
KFG LLC
NEW
Shares42
Change+42
Value$11.6K
Filed 2026-11-02
Miller Global Investments, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$11.6K (-$1.7K)
Filed 2026-10-02
Barrett & Company, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$11.6K (-$1.7K)
Filed 2026-10-22
Highline Wealth Partners LLC
DECREASED
Shares40 from 75
Change-35 (-47%)
Value$11.0K (-$12.6K)
Filed 2026-10-19
True Wealth Design, LLC
DECREASED
Shares35 from 64
Change-29 (-45%)
Value$9.6K (-$10.5K)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED
Shares35 from 27
Change+8 (+30%)
Value$9.6K (+$1.1K)
Filed 2026-11-03
MB, Levis & Associates, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$9.6K (-$1.4K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares34 from 37
Change-3 (-8%)
Value$9.4K (-$2.3K)
Filed 2026-10-15
Advocate Investing Services LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.1K (-$1.3K)
Filed 2026-10-26
PayPay Securities Corp
INCREASED
Shares31 from 7
Change+24 (+343%)
Value$8.5K (+$6.3K)
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
NEW
Shares30
Change+30
Value$8.3K
Filed 2026-10-23
Vima LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.3K (-$1.2K)
Filed 2026-10-23
Aventus Investment Advisors, Inc.
INCREASED
Shares28 from 23
Change+5 (+22%)
Value$7.7K (+$470)
Filed 2026-10-09
Bare Financial Services, Inc
DECREASED
Shares27 from 55
Change-28 (-51%)
Value$7.4K (-$9.9K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares25 from 13
Change+12 (+92%)
Value$6.9K (+$2.8K)
Filed 2026-11-05
Cdkv Holdings LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$6.9K (-$986)
Filed 2026-10-28
Torren Management, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$6.4K (-$910)
Filed 2026-10-29
Yankcom Partnership
DECREASED
Shares22 from 564
Change-542 (-96%)
Value$6.1K (-$171.5K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$6.6K ($0)
Filed 2026-11-05
Maryland Capital Advisors Inc.
DECREASED
Shares20 from 136
Change-116 (-85%)
Value$5.5K (-$37.3K)
Filed 2026-10-15
Richardson Capital Management LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.5K (-$789)
Filed 2026-10-23
Kingdom Financial Group Llc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.5K (-$788)
Filed 2026-11-04
First United Bank & Trust
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.5K (-$789)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.5K (-$809)
Filed 2026-10-20
Your Advocates Ltd., LLP
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.5K (-$789)
Filed 2026-11-03
City State Bank
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.2K (-$750)
Filed 2026-10-20
Clark Wealth Partners
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$5.0K (-$395)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$4.7K (-$671)
Filed 2026-10-15
Aspect Partners, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.9K (-$551)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.9K (-$553)
Filed 2026-11-02
Hughes Financial Services, LLC
DECREASED
Shares13 from 32
Change-19 (-59%)
Value$4.1K (-$6.0K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares13 from 14
Change-1 (-7%)
Value$3.6K (-$884)
Filed 2026-10-16
Steph & Co
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.6K (-$513)
Filed 2026-10-07
J.Safra Asset Management Corp
DECREASED
Shares11 from 72
Change-61 (-85%)
Value$3.0K (-$19.6K)
Filed 2026-11-03
Pacific Center for Financial Services
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.0K (-$434)
Filed 2026-10-15
Madden Securities Corp
NEW
Shares10
Change+10
Value$2.8K
Filed 2026-10-27
Decker Retirement Planning Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.8K (-$394)
Filed 2026-10-19
WestEnd Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.8K (-$394)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$2.5K
Filed 2026-11-05
Lloyd Advisory Services, Llc.
NEW
Shares8
Change+8
Value$2.2K
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$2.2K
Filed 2026-11-05
Retirement Wealth Solutions LLC
NEW
Shares8
Change+8
Value$2.2K
Filed 2026-10-07
Activest Wealth Management
DECREASED
Shares7 from 23
Change-16 (-70%)
Value$1.9K (-$5.3K)
Filed 2026-10-15
American Capital Advisory, LLC
DECREASED
Shares7 from 15
Change-8 (-53%)
Value$1.9K (-$2.8K)
Filed 2026-10-28
Paladin Partners, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.9K (-$276)
Filed 2026-10-06
Quaker Wealth Management, LLC
DECREASED
Shares6 from 11
Change-5 (-45%)
Value$1.7K (-$1.8K)
Filed 2026-10-22
Valued Wealth Advisors LLC
DECREASED
Shares6 from 8
Change-2 (-25%)
Value$1.7K (-$871)
Filed 2026-11-05
Planning Strategies Inc.
DECREASED
Shares5 from 20
Change-15 (-75%)
Value$1.4K (-$4.9K)
Filed 2026-10-02
Elevation Wealth Partners, LLC
INCREASED
Shares5 from 3
Change+2 (+67%)
Value$1.4K (+$432)
Filed 2026-10-07
Key Capital Management, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.4K (-$197)
Filed 2026-11-03
Thompson Investment Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.1K (-$157)
Filed 2026-10-14
Atwood & Palmer Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$827 (-$118)
Filed 2026-10-08
Noble Wealth Management PBC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$826 (-$119)
Filed 2026-10-01
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares2
Change+2
Value$1
Filed 2026-10-14
Downshift Financial, LLC
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$551 (-$708)
Filed 2026-10-13
Breakwater Investment Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$551 (-$79)
Filed 2026-10-20
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$275
Filed 2026-10-22
3 Factor Indexing, LLC
NEW
Shares1
Change+1
Value$276
Filed 2026-10-15
Nvwm, LLC
DECREASED
Shares1 from 12
Change-11 (-92%)
Value$275 (-$3.5K)
Filed 2026-10-14
Trust Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$275 (-$40)
Filed 2026-10-09
West Branch Capital LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$276 (-$39)
Filed 2026-10-20
Premier Fund Managers Ltd
CLOSED
Shares0 from 18,478
Change-18,478 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-02
Reliant Investment Management, LLC
CLOSED
Shares0 from 15,622
Change-15,622 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-14
Columbus Macro, LLC
CLOSED
Shares0 from 14,715
Change-14,715 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-14
SeaBridge Investment Advisors LLC
CLOSED
Shares0 from 13,385
Change-13,385 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-02
Pegasus Asset Management, Inc.
CLOSED
Shares0 from 12,620
Change-12,620 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-03
Maxi Investments CY Ltd
CLOSED
Shares0 from 12,600
Change-12,600 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-26
Sivik Global Healthcare LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-13
WD Rutherford LLC
CLOSED
Shares0 from 9,923
Change-9,923 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-26
Leonteq Securities AG
CLOSED
Shares0 from 8,948
Change-8,948 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-29
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 8,185
Change-8,185 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-09
Azzad Asset Management Inc
CLOSED
Shares0 from 7,539
Change-7,539 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-04
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 7,509
Change-7,509 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-06
Islay Capital Management, LLC
CLOSED
Shares0 from 5,854
Change-5,854 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-20
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 5,070
Change-5,070 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
Schear Investment Advisers, LLC
CLOSED
Shares0 from 3,583
Change-3,583 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Jackson Square Capital, LLC
CLOSED
Shares0 from 3,130
Change-3,130 (-100%)
Value$0 (-$985.4K)
Filed 2026-10-19
World Equity Group, Inc.
CLOSED
Shares0 from 2,915
Change-2,915 (-100%)
Value$0 (-$917.8K)
Filed 2026-10-14
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 2,760
Change-2,760 (-100%)
Value$0 (-$869.0K)
Filed 2026-10-13
Cannon Advisors, Inc.
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$729.1K)
Filed 2026-10-14
Dara Capital US, Inc.
CLOSED
Shares0 from 2,191
Change-2,191 (-100%)
Value$0 (-$689.8K)
Filed 2026-10-29
jvl associates llc
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$612.1K)
Filed 2026-10-09
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,785
Change-1,785 (-100%)
Value$0 (-$562.0K)
Filed 2026-10-27
Legacy Advisors, LLC
CLOSED
Shares0 from 1,576
Change-1,576 (-100%)
Value$0 (-$496.2K)
Filed 2026-10-19
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$425.0K)
Filed 2026-11-03
WealthSpring Partners, LLC
CLOSED
Shares0 from 1,249
Change-1,249 (-100%)
Value$0 (-$393.2K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 1,179
Change-1,179 (-100%)
Value$0 (-$371.2K)
Filed 2026-10-29
Tranquility Partners, LLC
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$336.6K)
Filed 2026-10-20
ERn Financial, LLC
CLOSED
Shares0 from 944
Change-944 (-100%)
Value$0 (-$297.2K)
Filed 2026-10-28
Burney Co/
CLOSED
Shares0 from 933
Change-933 (-100%)
Value$0 (-$293.7K)
Filed 2026-10-15
Strategic Blueprint, LLC
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$289.8K)
Filed 2026-10-22
Sunpointe, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 882
Change-882 (-100%)
Value$0 (-$277.7K)
Filed 2026-10-30
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 877
Change-877 (-100%)
Value$0 (-$276.1K)
Filed 2026-11-04
Aviso Wealth Management
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$265.1K)
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
CLOSED
Shares0 from 828
Change-828 (-100%)
Value$0 (-$260.6K)
Filed 2026-10-13
Gordian Advisors LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$259.7K)
Filed 2026-10-30
DE Burlo Group Inc
CLOSED
Shares0 from 815
Change-815 (-100%)
Value$0 (-$256.6K)
Filed 2026-11-05
Simplicity Wealth,LLC
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$251.3K)
Filed 2026-10-23
Summit Securities Group LLC
CLOSED
Shares0 from 796
Change-796 (-100%)
Value$0 (-$250.6K)
Filed 2026-11-05
Asset One Wealth Management LLC
CLOSED
Shares0 from 796
Change-796 (-100%)
Value$0 (-$251.9K)
Filed 2026-11-02
Security Financial Services, Inc.
CLOSED
Shares0 from 786
Change-786 (-100%)
Value$0 (-$247.4K)
Filed 2026-10-29
Johnson Financial Group, LLC
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$244.3K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$244.0K)
Filed 2026-10-16
Patten & Patten Inc
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-26
James Hambro & Partners LLP
CLOSED
Shares0 from 762
Change-762 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-19
Stanley-Laman Group, Ltd.
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-20
True Private Wealth Advisors
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-19
Foster Group, Inc.
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-13
Enterprise Financial Services Corp
CLOSED
Shares0 from 748
Change-748 (-100%)
Value$0 (-$235.5K)
Filed 2026-11-03
Alpha Omega Wealth Management LLC
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-23
Shepherd Financial Partners LLC
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$229.5K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-20
Renasant Bank
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$228.9K)
Filed 2026-11-05
McCollum Christoferson Group LLC
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-13
Laurion Capital Management LP
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-30
Kearns & Associates LLC
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-09
Virtue Capital Management, LLC
CLOSED
Shares0 from 719
Change-719 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-29
Ignite Planners, LLC
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$224.8K)
Filed 2026-10-14
Quantum Private Wealth, LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-20
Montz Harcus Wealth Management LLC
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-09
Hamilton Point Investment Advisors, LLC
CLOSED
Shares0 from 706
Change-706 (-100%)
Value$0 (-$222.9K)
Filed 2026-11-03
Forum Financial Management, LP
CLOSED
Shares0 from 705
Change-705 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-16
Red Mountain Financial, LLC
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$219.8K)
Filed 2026-11-03
Warwick Investment Management, Inc.
CLOSED
Shares0 from 697
Change-697 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-19
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$218.9K)
Filed 2026-11-06
Milestone Asset Management Group, LLC
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-20
JGP Global Gestao de Recursos Ltda.
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-16
Purus Wealth Management, LLC
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-15
McAdam, LLC
CLOSED
Shares0 from 684
Change-684 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-21
Bourne Lent Asset Management Inc
CLOSED
Shares0 from 684
Change-684 (-100%)
Value$0 (-$215.4K)
Filed 2026-11-05
Gibson Capital, LLC
CLOSED
Shares0 from 682
Change-682 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-23
Indivisible Partners
CLOSED
Shares0 from 677
Change-677 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-26
Advanced Asset Management Advisors Inc
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-20
FAI Advisors, Inc.
CLOSED
Shares0 from 672
Change-672 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-27
Community Bank of Raymore
CLOSED
Shares0 from 667
Change-667 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-23
Broadway Wealth Solutions, Inc.
CLOSED
Shares0 from 667
Change-667 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-21
Westover Capital Advisors, LLC
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-26
Founders Grove Wealth Partners, LLC
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-16
Towerpoint Wealth, LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-13
Certuity, LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-02
Brighton Securities Corp.
CLOSED
Shares0 from 662
Change-662 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-08
Independent Wealth Network Inc.
CLOSED
Shares0 from 661
Change-661 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-19
White Pine Investment Co
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-15
Telos Capital Management, Inc.
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$207.2K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$207.0K)
Filed 2026-11-02
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 654
Change-654 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-09
Armor Investment Advisors, LLC
CLOSED
Shares0 from 652
Change-652 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-27
True Blue Financial, LLC
CLOSED
Shares0 from 647
Change-647 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
CLOSED
Shares0 from 644
Change-644 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-28
Clark Asset Management, LLC
CLOSED
Shares0 from 643
Change-643 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-29
Wellington Shields & Co., LLC
CLOSED
Shares0 from 375
Change-375 (-100%)
Value$0 (-$118.1K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$98.9K)
Filed 2026-10-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$94.0K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$69)
Filed 2026-11-06
Reap Financial Group, LLC
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$60.5K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$58.2K)
Filed 2026-10-16
Wellington Grp LLC
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$60.8K)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$49.7K)
Filed 2026-11-02
Evolution Wealth Management Inc.
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$37.8K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$35.4K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$16.7K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-26
Guardian Partners Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-21
Community Financial Services Group, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-29
Fairway Wealth LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-30
Marquette Asset Management, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-09
Stone House Investment Management, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-23
Tower Trust & Investment Co
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$944)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$630)
Filed 2026-10-21
Hurley Capital, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$630)
Filed 2026-11-05
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$15)
Filed 2026-10-29
Raleigh Capital Management Inc.
DECREASED
Shares0 from 117
Change-117 (-100%)
Value$126 (-$36.6K)
Filed 2026-10-28
Arvest Investments, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
BlackRock, Inc.
N/A
Shares— from 27,414,742
Change-27,414,742 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 22,536,843
Change-22,536,843 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,260,943
Change-17,260,943 (-100%)
Value—
State Street Corp
N/A
Shares— from 15,532,565
Change-15,532,565 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,916,057
Change-11,916,057 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 8,173,167
Change-8,173,167 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 8,167,185
Change-8,167,185 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,960,732
Change-5,960,732 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,927,021
Change-4,927,021 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,892,615
Change-4,892,615 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,460,311
Change-4,460,311 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,475,558
Change-3,475,558 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,326,549
Change-3,326,549 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 3,282,207
Change-3,282,207 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,272,554
Change-3,272,554 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,017,349
Change-3,017,349 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 2,913,833
Change-2,913,833 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,787,785
Change-2,787,785 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,783,782
Change-2,783,782 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,689,376
Change-2,689,376 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,407,680
Change-2,407,680 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,246,257
Change-2,246,257 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,164,836
Change-2,164,836 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,148,933
Change-2,148,933 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,119,907
Change-2,119,907 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,937,377
Change-1,937,377 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,909,680
Change-1,909,680 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,855,162
Change-1,855,162 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,702,373
Change-1,702,373 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,617,176
Change-1,617,176 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,505,533
Change-1,505,533 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,183,466
Change-1,183,466 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,156,684
Change-1,156,684 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,071,198
Change-1,071,198 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 1,050,585
Change-1,050,585 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 987,906
Change-987,906 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 972,180
Change-972,180 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 859,544
Change-859,544 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 837,203
Change-837,203 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 745,832
Change-745,832 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 744,625
Change-744,625 (-100%)
Value—
National Pension Service
N/A
Shares— from 721,186
Change-721,186 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 716,904
Change-716,904 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 703,729
Change-703,729 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 697,273
Change-697,273 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 688,707
Change-688,707 (-100%)
Value—
Blair William & Co
N/A
Shares— from 684,392
Change-684,392 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 683,511
Change-683,511 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 677,872
Change-677,872 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 674,424
Change-674,424 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 672,964
Change-672,964 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 650,461
Change-650,461 (-100%)
Value—
FIL Ltd
N/A
Shares— from 619,922
Change-619,922 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 616,745
Change-616,745 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 598,113
Change-598,113 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 589,670
Change-589,670 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 568,038
Change-568,038 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 545,871
Change-545,871 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 543,257
Change-543,257 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 519,263
Change-519,263 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 518,979
Change-518,979 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 512,346
Change-512,346 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 496,428
Change-496,428 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 495,342
Change-495,342 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 488,517
Change-488,517 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 488,231
Change-488,231 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 486,005
Change-486,005 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 476,095
Change-476,095 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 458,110
Change-458,110 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 457,881
Change-457,881 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 447,424
Change-447,424 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 430,094
Change-430,094 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 420,665
Change-420,665 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 407,720
Change-407,720 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 399,898
Change-399,898 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 397,737
Change-397,737 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 396,034
Change-396,034 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 395,619
Change-395,619 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 378,037
Change-378,037 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 376,287
Change-376,287 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 367,760
Change-367,760 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 364,761
Change-364,761 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 353,461
Change-353,461 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 344,130
Change-344,130 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 340,466
Change-340,466 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 323,435
Change-323,435 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 318,489
Change-318,489 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 307,499
Change-307,499 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 306,865
Change-306,865 (-100%)
Value—
Aviva PLC
N/A
Shares— from 301,563
Change-301,563 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 294,126
Change-294,126 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 287,125
Change-287,125 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 274,441
Change-274,441 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 273,515
Change-273,515 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 270,554
Change-270,554 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 268,461
Change-268,461 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 259,064
Change-259,064 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 258,631
Change-258,631 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 255,083
Change-255,083 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 255,072
Change-255,072 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 254,575
Change-254,575 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 249,556
Change-249,556 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 246,592
Change-246,592 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 243,288
Change-243,288 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 221,792
Change-221,792 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 209,057
Change-209,057 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 207,365
Change-207,365 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 205,253
Change-205,253 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 202,083
Change-202,083 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 200,945
Change-200,945 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 196,505
Change-196,505 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 195,835
Change-195,835 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 193,102
Change-193,102 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 184,736
Change-184,736 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 184,576
Change-184,576 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 184,144
Change-184,144 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 183,559
Change-183,559 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 182,236
Change-182,236 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 181,906
Change-181,906 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 181,223
Change-181,223 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 177,888
Change-177,888 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 176,590
Change-176,590 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 175,985
Change-175,985 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 173,466
Change-173,466 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 170,682
Change-170,682 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 169,217
Change-169,217 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 167,524
Change-167,524 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 165,578
Change-165,578 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 164,418
Change-164,418 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 163,783
Change-163,783 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 163,449
Change-163,449 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 161,215
Change-161,215 (-100%)
Value—
Orbimed Advisors LLC
N/A
Shares— from 159,100
Change-159,100 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 157,336
Change-157,336 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 152,464
Change-152,464 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 148,313
Change-148,313 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 147,312
Change-147,312 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 145,506
Change-145,506 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 143,192
Change-143,192 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 142,133
Change-142,133 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 140,275
Change-140,275 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 139,722
Change-139,722 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 138,678
Change-138,678 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 138,667
Change-138,667 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 137,133
Change-137,133 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 135,004
Change-135,004 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 134,303
Change-134,303 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 132,487
Change-132,487 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 132,253
Change-132,253 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 131,985
Change-131,985 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 130,577
Change-130,577 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 127,878
Change-127,878 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 127,392
Change-127,392 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 126,090
Change-126,090 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 121,896
Change-121,896 (-100%)
Value—
Commerce Bank
N/A
Shares— from 120,562
Change-120,562 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 119,863
Change-119,863 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 116,098
Change-116,098 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 115,571
Change-115,571 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 114,533
Change-114,533 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 113,560
Change-113,560 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 113,049
Change-113,049 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 112,467
Change-112,467 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 111,457
Change-111,457 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 108,802
Change-108,802 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 106,494
Change-106,494 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 106,171
Change-106,171 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 106,102
Change-106,102 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 105,188
Change-105,188 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 103,679
Change-103,679 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 103,389
Change-103,389 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 100,949
Change-100,949 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 95,604
Change-95,604 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 95,028
Change-95,028 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 92,570
Change-92,570 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 91,300
Change-91,300 (-100%)
Value—
ING Groep NV
N/A
Shares— from 90,021
Change-90,021 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 89,721
Change-89,721 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 89,485
Change-89,485 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 88,504
Change-88,504 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 86,330
Change-86,330 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 83,396
Change-83,396 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 81,891
Change-81,891 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 81,022
Change-81,022 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 80,254
Change-80,254 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 78,948
Change-78,948 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 78,923
Change-78,923 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 78,776
Change-78,776 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 78,505
Change-78,505 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 76,719
Change-76,719 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 76,411
Change-76,411 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 75,658
Change-75,658 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 75,286
Change-75,286 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 73,821
Change-73,821 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 72,655
Change-72,655 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 72,165
Change-72,165 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 71,991
Change-71,991 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 71,960
Change-71,960 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 70,804
Change-70,804 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 70,209
Change-70,209 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 68,875
Change-68,875 (-100%)
Value—
Parkman Healthcare Partners LLC
N/A
Shares— from 67,973
Change-67,973 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 67,680
Change-67,680 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 65,255
Change-65,255 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 65,038
Change-65,038 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
C Partners Holding GmbH
N/A
Shares— from 64,291
Change-64,291 (-100%)
Value—
&partners
N/A
Shares— from 63,614
Change-63,614 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 63,139
Change-63,139 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 63,079
Change-63,079 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 63,017
Change-63,017 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 60,840
Change-60,840 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 60,357
Change-60,357 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 59,959
Change-59,959 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 59,630
Change-59,630 (-100%)
Value—
Ossiam
N/A
Shares— from 59,561
Change-59,561 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 57,471
Change-57,471 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 56,637
Change-56,637 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 56,326
Change-56,326 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 56,017
Change-56,017 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 56,015
Change-56,015 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 55,537
Change-55,537 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 55,255
Change-55,255 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 53,882
Change-53,882 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 52,915
Change-52,915 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 52,507
Change-52,507 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 52,411
Change-52,411 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 52,332
Change-52,332 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 52,010
Change-52,010 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 51,935
Change-51,935 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 51,709
Change-51,709 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 51,535
Change-51,535 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 51,116
Change-51,116 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 51,065
Change-51,065 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 50,217
Change-50,217 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 49,751
Change-49,751 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 48,645
Change-48,645 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 48,030
Change-48,030 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 47,506
Change-47,506 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 46,176
Change-46,176 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 45,973
Change-45,973 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 45,496
Change-45,496 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 45,200
Change-45,200 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 44,877
Change-44,877 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 44,272
Change-44,272 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 43,706
Change-43,706 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 43,652
Change-43,652 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 43,630
Change-43,630 (-100%)
Value—
Mirova
N/A
Shares— from 43,499
Change-43,499 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 43,388
Change-43,388 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 42,983
Change-42,983 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 42,434
Change-42,434 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 41,700
Change-41,700 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 40,773
Change-40,773 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 40,054
Change-40,054 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 39,980
Change-39,980 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 39,970
Change-39,970 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 39,507
Change-39,507 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 38,912
Change-38,912 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 38,330
Change-38,330 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 38,144
Change-38,144 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 37,980
Change-37,980 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 37,818
Change-37,818 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 36,800
Change-36,800 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 36,510
Change-36,510 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 36,477
Change-36,477 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 34,612
Change-34,612 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 33,821
Change-33,821 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 33,583
Change-33,583 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 33,581
Change-33,581 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 31,243
Change-31,243 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 31,200
Change-31,200 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 31,073
Change-31,073 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 30,680
Change-30,680 (-100%)
Value—
Atle Fund Management AB
N/A
Shares— from 30,283
Change-30,283 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 29,754
Change-29,754 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 29,457
Change-29,457 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 29,439
Change-29,439 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 29,350
Change-29,350 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 29,270
Change-29,270 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 29,020
Change-29,020 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 28,828
Change-28,828 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 28,726
Change-28,726 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 28,477
Change-28,477 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 28,281
Change-28,281 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 27,740
Change-27,740 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 27,012
Change-27,012 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 26,929
Change-26,929 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 26,663
Change-26,663 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 26,392
Change-26,392 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 25,733
Change-25,733 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 25,695
Change-25,695 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 25,544
Change-25,544 (-100%)
Value—
Motco
N/A
Shares— from 25,538
Change-25,538 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 25,526
Change-25,526 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 25,210
Change-25,210 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,647
Change-24,647 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 24,454
Change-24,454 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 24,344
Change-24,344 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 24,128
Change-24,128 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,033
Change-24,033 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 23,799
Change-23,799 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 23,708
Change-23,708 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 23,626
Change-23,626 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 23,544
Change-23,544 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 23,436
Change-23,436 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,134
Change-23,134 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,996
Change-22,996 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 22,961
Change-22,961 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 22,942
Change-22,942 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 22,738
Change-22,738 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 22,400
Change-22,400 (-100%)
Value—
Allstate Corp
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 22,151
Change-22,151 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 22,011
Change-22,011 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 21,968
Change-21,968 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,912
Change-21,912 (-100%)
Value—
Prudential PLC
N/A
Shares— from 21,781
Change-21,781 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 21,730
Change-21,730 (-100%)
Value—
Dnca Finance
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 21,108
Change-21,108 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 21,093
Change-21,093 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 20,919
Change-20,919 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 20,727
Change-20,727 (-100%)
Value—
United Bank
N/A
Shares— from 20,632
Change-20,632 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 20,624
Change-20,624 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 20,281
Change-20,281 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 20,099
Change-20,099 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 19,815
Change-19,815 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 19,207
Change-19,207 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 18,852
Change-18,852 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,669
Change-18,669 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 18,642
Change-18,642 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 18,638
Change-18,638 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 18,060
Change-18,060 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 17,898
Change-17,898 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 17,782
Change-17,782 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,775
Change-17,775 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 17,761
Change-17,761 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 17,696
Change-17,696 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,469
Change-17,469 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 17,468
Change-17,468 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 17,207
Change-17,207 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,045
Change-17,045 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 17,021
Change-17,021 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,988
Change-16,988 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 16,928
Change-16,928 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 16,792
Change-16,792 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 16,171
Change-16,171 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 16,122
Change-16,122 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 16,050
Change-16,050 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 16,023
Change-16,023 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,905
Change-15,905 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,889
Change-15,889 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 15,651
Change-15,651 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,520
Change-15,520 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 15,466
Change-15,466 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,423
Change-15,423 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 15,405
Change-15,405 (-100%)
Value—
S&CO Inc
N/A
Shares— from 15,307
Change-15,307 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 15,219
Change-15,219 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 15,176
Change-15,176 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 15,148
Change-15,148 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,115
Change-15,115 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 14,933
Change-14,933 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 14,743
Change-14,743 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 14,301
Change-14,301 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 13,889
Change-13,889 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
FCA Corp
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 13,506
Change-13,506 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 13,332
Change-13,332 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,232
Change-13,232 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,024
Change-13,024 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,744
Change-12,744 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 12,637
Change-12,637 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,599
Change-12,599 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,466
Change-12,466 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 12,329
Change-12,329 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 12,111
Change-12,111 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,963
Change-11,963 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,737
Change-11,737 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 11,697
Change-11,697 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,491
Change-11,491 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 11,408
Change-11,408 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,354
Change-11,354 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 11,198
Change-11,198 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 11,183
Change-11,183 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 11,146
Change-11,146 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,850
Change-10,850 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 10,836
Change-10,836 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10,778
Change-10,778 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 10,596
Change-10,596 (-100%)
Value—
Man Group plc
N/A
Shares— from 10,568
Change-10,568 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 10,563
Change-10,563 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,436
Change-10,436 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 10,231
Change-10,231 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 10,152
Change-10,152 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 10,134
Change-10,134 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 10,129
Change-10,129 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,087
Change-10,087 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 9,989
Change-9,989 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,515
Change-9,515 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 9,456
Change-9,456 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 9,361
Change-9,361 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 9,017
Change-9,017 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 8,593
Change-8,593 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,405
Change-8,405 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 8,103
Change-8,103 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,995
Change-7,995 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7,884
Change-7,884 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 7,706
Change-7,706 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
American Trust
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 7,129
Change-7,129 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 6,866
Change-6,866 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,680
Change-6,680 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 5,652
Change-5,652 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,876
Change-4,876 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
YCG, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
BNP Paribas
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 974
Change-974 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 963
Change-963 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 959
Change-959 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 958
Change-958 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 951
Change-951 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 946
Change-946 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 902
Change-902 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 901
Change-901 (-100%)
Value—
Allianz SE
N/A
Shares— from 900
Change-900 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 899
Change-899 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 886
Change-886 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 872
Change-872 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 857
Change-857 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 855
Change-855 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 832
Change-832 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 830
Change-830 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 824
Change-824 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 773
Change-773 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 773
Change-773 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 762
Change-762 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 752
Change-752 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 745
Change-745 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Optas, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 720
Change-720 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 719
Change-719 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 714
Change-714 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 693
Change-693 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 693
Change-693 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 680
Change-680 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 680
Change-680 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 678
Change-678 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 672
Change-672 (-100%)
Value—
Ames National Corp
N/A
Shares— from 665
Change-665 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 649
Change-649 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 645
Change-645 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 642
Change-642 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 640
Change-640 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 576
Change-576 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 483
Change-483 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 459
Change-459 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 398
Change-398 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 377
Change-377 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 295
Change-295 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 282
Change-282 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 269
Change-269 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
S&T Bank
N/A
Shares— from 211
Change-211 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 200
Change-200 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 199
Change-199 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 198
Change-198 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 195
Change-195 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 180
Change-180 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 160
Change-160 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 157
Change-157 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 107
Change-107 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 82
Change-82 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 73
Change-73 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 50
Change-50 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 21
Change-21 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 18
Change-18 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 11
Change-11 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 5
Change-5 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Greenleaf Trust
DECREASED15,155,93315,228,545-72,6120%$4.8B$4.2B-$620.8M2026-10-29
Geode Capital Management, LLC
INCREASED8,005,9007,819,802+186,098+2%$2.5B$2.2B-$255.9M2026-11-06
Bank of New York Mellon Corp
DECREASED3,494,3723,548,516-54,144-2%$1.1B$962.3M-$154.9M2026-11-05
Deutsche Bank Ag\
INCREASED2,455,9221,438,910+1,017,012+71%$453.0M$676.3M+$223.3M2026-11-06
Flossbach VON Storch SE
INCREASED2,426,4321,475,371+951,061+64%$464.5M$668.2M+$203.7M2026-10-28
Parnassus Investments, LLC
INCREASED2,044,5221,924,514+120,008+6%$605.9M$563.0M-$42.9M2026-10-22
Dimensional Fund Advisors LP
INCREASED1,502,5371,382,171+120,366+9%$435.4M$413.8M-$21.6M2026-11-04
Amundi
INCREASED1,431,6591,246,353+185,306+15%$392.4M$394.3M+$1.9M2026-11-06
PNC Financial Services Group, Inc.
DECREASED1,171,0601,187,348-16,288-1%$373.8M$322.5M-$51.3M2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED1,157,1661,154,957+2,209+0%$363.6M$318.7M-$45.0M2026-10-23
DekaBank Deutsche Girozentrale
INCREASED1,120,621752,729+367,892+49%$246.4K$312.2K+$65.8K2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED899,826847,430+52,396+6%$266.8M$247.8M-$19.0M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED767,516741,205+26,311+4%$233.4M$211.4M-$22.0M2026-10-29
Barclays PLC
DECREASED743,060805,637-62,577-8%$253.6M$204.6M-$49.0M2026-11-06
Citigroup Inc
INCREASED709,809623,725+86,084+14%$196.4M$195.5M-$899.2K2026-11-04
Veritas Asset Management LLP
INCREASED708,935533,784+175,151+33%$168.1M$195.2M+$27.2M2026-11-05
Fenimore Asset Management Inc
INCREASED550,558547,340+3,218+1%$172.3M$151.6M-$20.7M2026-10-08
Principal Financial Group Inc
INCREASED519,322480,116+39,206+8%$151.2M$143.0M-$8.1M2026-11-02
Welch & Forbes LLC
DECREASED519,163519,496-3330%$163.6M$143.0M-$20.6M2026-11-04
Alecta Tjanstepension Omsesidigt
DECREASED510,900547,900-37,000-7%$172.5M$140.7M-$31.8M2026-11-02
MacKenzie Financial Corp
DECREASED427,671478,029-50,358-11%$150.5M$117.8M-$32.7M2026-11-02
LPL Financial LLC
DECREASED420,608421,651-1,0430%$132.8M$115.8M-$16.9M2026-11-06
King Luther Capital Management Corp
DECREASED403,654429,546-25,892-6%$135.2M$111.2M-$24.1M2026-11-05
Pictet Asset Management Holding SA
INCREASED403,309401,610+1,699+0%$126.4M$111.1M-$15.4M2026-11-03
Russell Investments Group, Ltd.
DECREASED402,425420,962-18,537-4%$133.6M$111.0M-$22.6M2026-11-06
ABN Amro Investment Solutions
DECREASED401,188414,338-13,150-3%$130.5M$110.5M-$20.0M2026-10-21
Fisher Asset Management, LLC
DECREASED378,378395,774-17,396-4%$124.6M$104.2M-$20.4M2026-11-06
Fort Washington Investment Advisors Inc
INCREASED367,335173,915+193,420+111%$54.8M$101.2M+$46.4M2026-10-15
SEB Asset Management AB
DECREASED350,365398,062-47,697-12%$125.3M$96.5M-$28.8M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED348,155371,302-23,147-6%$118.0M$96.1M-$21.9M2026-10-29
Perpetual Ltd
INCREASED338,5691,946+336,623+17298%$612.7K$93.2M+$92.6M2026-10-13
Boston Trust Walden Corp
DECREASED289,940293,589-3,649-1%$92.4M$79.8M-$12.6M2026-10-30
Davenport & Co LLC
DECREASED285,110286,243-1,1330%$90.1M$78.7M-$11.4M2026-10-14
Swedbank AB
INCREASED255,485234,418+21,067+9%$73.8M$70.4M-$3.4M2026-10-27
New York State Teachers Retirement System
DECREASED244,018248,309-4,291-2%$78.2M$67.2K-$78.1M2026-10-22
Regions Financial Corp
DECREASED242,933306,159-63,226-21%$96.4M$66.9M-$29.5M2026-11-05
CWS Financial Advisors, LLC
DECREASED241,684243,264-1,580-1%$76.6M$66.6M-$10.0M2026-10-16
Roffman Miller Associates Inc
INCREASED227,788127,268+100,520+79%$40.1M$36.8M-$3.3M2026-10-19
Carnegie Investment Counsel
DECREASED226,577228,574-1,997-1%$70.2M$60.8M-$9.3M2026-10-20
Nicholas Company, Inc.
UNCHANGED216,873216,87300%$68.3M$59.7M-$8.6M2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED215,547318,464-102,917-32%$100.3M$59.4M-$40.9M2026-10-20
KBC Group NV
DECREASED213,961265,410-51,449-19%$83.6M$58.9K-$83.5M2026-10-22
TD Waterhouse Canada Inc.
DECREASED208,609210,670-2,061-1%$66.0M$57.0M-$9.0M2026-10-16
Woodley Farra Manion Portfolio Management Inc
DECREASED206,339207,396-1,057-1%$65.5M$57.0M-$8.5M2026-11-05
Fifth Third Bancorp
DECREASED197,511208,259-10,748-5%$65.6M$54.4M-$11.2M2026-11-05
Confluence Investment Management LLC
DECREASED196,130212,000-15,870-7%$66.7M$54.0M-$12.7M2026-10-01
Banque Pictet & CIE SA
INCREASED189,206188,324+882+0%$59.3M$52.1M-$7.2M2026-10-16
Chicago Capital, LLC
DECREASED176,424198,582-22,158-11%$62.5M$48.6M-$13.9M2026-10-13
Tandem Investment Advisors, Inc.
DECREASED175,490178,927-3,437-2%$56.3M$48.3M-$8.0M2026-11-04
Compass Capital Management, Inc
INCREASED168,441160,479+7,962+5%$50.5M$46.4M-$4.1M2026-11-06
B. Metzler seel. Sohn & Co. AG
INCREASED166,894120,896+45,998+38%$38.1M$46.0M+$7.9M2026-10-30
PFA Pension, Forsikringsaktieselskab
DECREASED163,830164,326-4960%$51.7M$45.1M-$6.6M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED162,543135,035+27,508+20%$31.4M$33.8M+$2.4M2026-10-13
US Bancorp \de\
DECREASED160,886166,859-5,973-4%$52.5M$44.3M-$8.2M2026-11-05
CIBC Asset Management Inc
DECREASED151,993163,353-11,360-7%$51.4M$41.9M-$9.6M2026-11-05
Asset Management One Co., Ltd.
INCREASED150,467147,417+3,050+2%$46.4M$41.4M-$5.0M2026-10-27
Bahl & Gaynor LLC
DECREASED146,665154,634-7,969-5%$48.7M$40.4M-$8.3M2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED140,210134,256+5,954+4%$42.3M$38.6M-$3.7M2026-10-30
Chesley Taft & Associates LLC
DECREASED137,980138,749-769-1%$43.7M$38.0M-$5.7M2026-10-13
Bank Pictet & Cie (Europe) AG
DECREASED137,401146,359-8,958-6%$46.1M$37.8M-$8.2M2026-10-20
Douglas Lane & Associates, LLC
INCREASED134,67844,349+90,329+204%$14.0M$37.1M+$23.1M2026-10-09
AMF Tjanstepension AB
INCREASED132,694130,128+2,566+2%$41.0M$36.5M-$4.4M2026-10-22
Manitou Investment Management Ltd.
INCREASED131,889117,276+14,613+12%$36.9M$36.3M-$602.3K2026-10-15
ASR Vermogensbeheer N.V.
INCREASED131,5241,731+129,793+7498%$545.0K$36.2M+$35.7M2026-10-16
Candriam S.C.A.
DECREASED126,875161,744-34,869-22%$50.9M$35.1M-$15.8M2026-11-03
Howland Capital Management LLC
INCREASED126,732124,552+2,180+2%$39.3M$35.0M-$4.3M2026-10-22
Schaper Benz & Wise Investment Counsel Inc
INCREASED115,003111,941+3,062+3%$35.2M$31.7M-$3.6M2026-10-09
Swiss Life Asset Management Ltd
INCREASED113,39178,431+34,960+45%$24.7M$31.2M+$6.5M2026-11-03
State of New Jersey Common Pension Fund D
UNCHANGED111,395111,39500%$35.1M$30.7M-$4.4M2026-11-05
Baskin Financial Services Inc.
DECREASED110,407112,846-2,439-2%$35.5K$30.4K-$5.1K2026-10-19
Wendell David Associates Inc
DECREASED109,428111,616-2,188-2%$35.1M$30.1K-$35.1M2026-10-27
Bath Savings Trust Co
DECREASED108,206109,720-1,514-1%$34.5M$29.8M-$4.7M2026-10-07
Eurizon Capital SGR S.p.A.
INCREASED107,38692,338+15,048+16%$29.2M$29.6M+$396.9K2026-11-06
Vontobel Holding Ltd.
INCREASED105,592100,746+4,846+5%$31.7M$29.1M-$2.6M2026-10-16
Noesis Capital Mangement Corp
INCREASED104,94577,007+27,938+36%$24.2M$28.9M+$4.7M2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED104,54765,794+38,753+59%$20.7M$28.8M+$8.1M2026-11-05
Nykredit A/S
INCREASED103,631100,450+3,181+3%$31.6M$28.5M-$3.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED102,804108,889-6,085-6%$34.3M$28.3M-$6.0M2026-11-02
Quilter Plc
INCREASED101,29894,048+7,250+8%$29.6M$27.9M-$1.7M2026-10-21
Waycross Partners, LLC
NEW101,131—+101,131——$27.9M—2026-11-03
Nisa Investment Advisors, LLC
INCREASED100,80895,944+4,864+5%$30.3M$27.9M-$2.4M2026-10-20
Mn Services Vermogensbeheer B.V.
UNCHANGED100,441100,44100%$31.6M$27.7K-$31.6M2026-10-08
Czech National Bank
INCREASED100,29198,207+2,084+2%$30.9M$27.6M-$3.3M2026-10-13
E. Ohman J:or Asset Management AB
DECREASED99,490131,471-31,981-24%$41.4M$27.4M-$14.0M2026-10-22
Professional Advisory Services Inc
INCREASED98,99383,421+15,572+19%$26.3K$27.3K+$9982026-10-08
Mogy Joel R Investment Counsel Inc
DECREASED98,542100,030-1,488-1%$31.5M$27.1M-$4.4M2026-10-13
Suncoast Equity Management
DECREASED98,274105,926-7,652-7%$33.3M$27.1M-$6.3M2026-11-03
Grandfield & Dodd, LLC
INCREASED98,08697,311+775+1%$30.6M$27.0M-$3.6M2026-10-29
Dillon & Associates Inc
INCREASED97,02494,225+2,799+3%$29.7M$26.7K-$29.7M2026-10-22
Creative Planning
DECREASED96,598136,568-39,970-29%$43.0M$26.6M-$16.4M2026-11-02
Arizona State Retirement System
INCREASED95,91195,644+267+0%$30.1M$26.4M-$3.7M2026-11-03
D.A. Davidson & Co.
INCREASED95,16992,172+2,997+3%$29.0M$26.2M-$2.8M2026-10-28
Mirae Asset Global Investments Co., Ltd.
DECREASED94,280109,413-15,133-14%$34.4M$26.0M-$8.5M2026-11-03
Savant Capital, LLC
INCREASED93,32957,029+36,300+64%$19.0M$25.7M+$6.7M2026-11-06
OFI Invest Asset Management
INCREASED92,16888,370+3,798+4%$24.3M$22.6M-$1.8M2026-11-06
Provident Trust Co
NEW91,417—+91,417——$25.2M—2026-10-29
Allworth Financial LP
INCREASED90,79688,759+2,037+2%$27.9M$28.6M+$641.4K2026-11-06
Strs Ohio
DECREASED90,083103,692-13,609-13%$32.6M$24.8M-$7.8M2026-10-30
Truist Financial Corp
DECREASED88,747103,957-15,210-15%$32.7M$24.4M-$8.3M2026-10-30
State of Michigan Retirement System
DECREASED87,69988,299-600-1%$27.8M$24.2M-$3.6M2026-10-27
Natixis
DECREASED86,571144,712-58,141-40%$45.6M$23.8M-$21.7M2026-11-06
Cohen Capital Management, Inc.
INCREASED86,39083,845+2,545+3%$26.4M$23.8M-$2.6M2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED86,39085,633+757+1%$27.0M$23.8M-$3.2M2026-10-20
Kestra Advisory Services, LLC
DECREASED84,13286,266-2,134-2%$27.2M$23.2M-$4.0M2026-11-02
Raiffeisen Bank International AG
DECREASED84,07293,268-9,196-10%$30.8M$23.4M-$7.4M2026-10-28
LaFleur & Godfrey LLC
INCREASED82,89975,766+7,133+9%$23.9M$22.8M-$1.0M2026-10-27
IFM Investors Pty Ltd
INCREASED81,81880,221+1,597+2%$25.3M$22.5M-$2.7M2026-10-14
Aberdeen Group plc
DECREASED80,126306,201-226,075-74%$96.4M$8.9M-$87.5M2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED77,85378,447-594-1%$24.7M$21.4M-$3.3M2026-11-05
Capital Investment Services of America, Inc.
INCREASED77,12276,587+535+1%$24.1M$21.2M-$2.9M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED77,11776,207+910+1%$24.0M$21.2M-$2.8M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED73,26673,172+94+0%$23.0M$20.2K-$23.0M2026-11-02
Cullen T Bankers, Inc.
DECREASED73,20873,580-372-1%$23.2M$20.2M-$3.0M2026-10-28
Retirement Systems of Alabama
INCREASED73,20072,482+718+1%$22.8M$20.2M-$2.7M2026-11-04
Mcdaniel Terry & Co
INCREASED73,07267,708+5,364+8%$21.3M$20.1M-$1.2M2026-11-05
Stack Financial Management, Inc
DECREASED72,48872,644-1560%$22.9M$20.0M-$2.9M2026-11-02
Waldron Private Wealth LLC
INCREASED72,04771,770+277+0%$22.6M$19.8M-$2.8M2026-11-02
Godsey & Gibb, Inc
INCREASED71,34969,441+1,908+3%$21.9M$19.6M-$2.2M2026-10-14
Talbot Financial, LLC
INCREASED71,12557,946+13,179+23%$18.2M$19.6M+$1.3M2026-10-19
Fishman JAY A LTD
DECREASED70,77374,288-3,515-5%$23.4M$19.5M-$3.9M2026-10-26
Daiwa Securities Group Inc.
INCREASED70,11469,190+924+1%$21.8M$19.3M-$2.5M2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED69,72968,326+1,403+2%$21.5M$19.2M-$2.3M2026-10-19
Fideuram Asset Management (Ireland) dac
INCREASED69,33663,007+6,329+10%$19.9M$22.0M+$2.1M2026-10-29
Deprince Race & Zollo Inc
NEW68,627—+68,627——$18.9M—2026-10-13
LVM Capital Management LTD
INCREASED68,47162,584+5,887+9%$19.7K$18.9M+$18.8M2026-10-20
L. Roy Papp & Associates, LLP
DECREASED68,28368,570-2870%$21.6M$18.8M-$2.8M2026-10-21
626 Financial, LLC
DECREASED67,70667,753-470%$21.3M$18.6M-$2.7M2026-11-04
Calamos Advisors LLC
DECREASED67,502112,069-44,567-40%$35.3M$18.6M-$16.7M2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED67,32977,812-10,483-13%$24.5M$18.5M-$6.0M2026-10-14
Xponance LLC
INCREASED66,76264,102+2,660+4%$20.2M$18.4M-$1.8M2026-11-03
Nichols & Pratt Advisers LLP
INCREASED65,25757,022+8,235+14%$18.0M$17.8M-$140.3K2026-10-13
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED64,36980,780-16,411-20%$25.4M$17.7M-$7.7M2026-10-15
Florida Trust Wealth Management Co
INCREASED63,98661,665+2,321+4%$19.4M$17.6M-$1.8M2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED63,86265,936-2,074-3%$20.8M$17.6M-$3.2M2026-10-05
Neos Investment Management LLC
INCREASED63,41355,637+7,776+14%$17.5M$17.5M-$53.4K2026-11-04
ProShare Advisors LLC
INCREASED63,11954,876+8,243+15%$17.3M$17.4M+$105.2K2026-10-29
Villere ST Denis J & Co LLC
DECREASED62,86264,469-1,607-2%$20.3M$17.3M-$3.0M2026-11-04
RIT Capital Partners PLC
DECREASED62,70074,800-12,100-16%$23.6M$17.3M-$6.3M2026-11-05
Rakuten Investment Management, Inc.
INCREASED62,38956,413+5,976+11%$18.6M$17.4M-$1.3M2026-10-30
Congress Asset Management Co
INCREASED62,18656,142+6,044+11%$17.7M$17.1M-$550.1K2026-10-06
Williams Jones Wealth Management, Llc.
DECREASED62,09062,381-2910%$19.6M$17.1M-$2.5M2026-11-05
Bonness Enterprises Inc
DECREASED61,03961,139-1000%$19.2M$16.8M-$2.4M2026-10-08
Fiera Capital Corp
INCREASED60,19951,805+8,394+16%$16.3M$16.6M+$267.9K2026-11-06
Rempart Asset Management Inc.
UNCHANGED60,12960,12900%$18.9M$18.9M$02026-10-20
Generate Investment Management Ltd
INCREASED60,00018,605+41,395+222%$5.9M$16.5M+$10.7M2026-10-14
Segment Wealth Management, LLC
INCREASED59,97156,773+3,198+6%$17.9M$16.5M-$1.4M2026-10-26
Campbell Newman Asset Management Inc
INCREASED59,81259,656+156+0%$18.8M$16.5M-$2.3M2026-10-22
Amalgamated Bank
DECREASED59,35360,593-1,240-2%$19.1M$16.3K-$19.1M2026-10-23
First Merchants Corp
DECREASED58,74461,244-2,500-4%$19.3M$16.2M-$3.1M2026-10-15
Thrivent Financial for Lutherans
DECREASED58,660119,996-61,336-51%$36.2M$16.1K-$36.2M2026-11-05
McGuire Investment Group, LLC
INCREASED58,39857,704+694+1%$18.2M$16.1M-$2.1M2026-10-23
Alta Capital Management LLC/
DECREASED58,19761,995-3,798-6%$19.5M$16.0M-$3.5M2026-10-26
Badgley Phelps Wealth Managers, LLC
DECREASED56,26759,172-2,905-5%$18.7M$15.5M-$3.1M2026-10-22
Assetmark, Inc
DECREASED54,54561,637-7,092-12%$19.4M$15.0M-$4.4M2026-10-21
Washington Trust Co
INCREASED53,92453,566+358+1%$16.9M$14.9M-$2.0M2026-10-22
Ethic Inc.
DECREASED53,81857,533-3,715-6%$18.1M$14.8M-$3.3M2026-11-03
OP Asset Management Ltd
INCREASED53,36039,935+13,425+34%$12.6M$14.7M+$2.1M2026-11-05
Beese Fulmer Investment Management, Inc.
INCREASED52,87951,146+1,733+3%$16.1M$14.6M-$1.5M2026-10-23
Addenda Capital Inc.
INCREASED52,05231,621+20,431+65%$10.0M$14.4M+$4.4M2026-10-13
New York Life Investment Management LLC
INCREASED51,66051,451+209+0%$16.2M$14.2M-$2.0M2026-11-04
Eagle Rock Investment Company, LLC
INCREASED49,93930,565+19,374+63%$9.6M$13.8M+$4.1M2026-10-21
Davis-Rea Ltd.
INCREASED49,88642,090+7,796+19%$13.3M$13.7M+$449.8K2026-10-13
Avanza Fonder AB
INCREASED49,60642,219+7,387+18%$13.3M$13.7M+$368.8K2026-10-13
Norris Perne & French LLP
INCREASED49,55846,771+2,787+6%$14.7M$13.6M-$1.1M2026-10-23
YHB Investment Advisors, Inc.
DECREASED49,27649,754-478-1%$15.7M$13.6M-$2.1M2026-10-08
Citizens Financial Group Inc
DECREASED49,08967,075-17,986-27%$21.1M$13.5M-$7.6M2026-10-23
Harbour Trust & Investment Management Co
INCREASED49,01248,159+853+2%$15.2M$13.5M-$1.7M2026-10-28
Lido Advisors, LLC
INCREASED48,86646,856+2,010+4%$14.8M$13.5M-$1.3M2026-11-04
Toth Financial Advisory Corp
DECREASED48,70950,810-2,101-4%$16.0M$13.4M-$2.6M2026-10-08
Van Cleef Asset Management,Inc
INCREASED47,94046,743+1,197+3%$14.7M$13.2M-$1.5M2026-10-20
Sycomore Asset Management
UNCHANGED47,57847,57800%$14.9K$14.9K$02026-10-26
Granite Investment Partners, LLC
INCREASED46,98146,801+180+0%$14.7M$12.9M-$1.8M2026-11-04
AIA Group Ltd
INCREASED46,59314,100+32,493+230%$4.4M$12.8M+$8.4M2026-10-30
Yousif Capital Management, LLC
DECREASED46,50347,697-1,194-2%$15.0M$12.8M-$2.2M2026-10-22
Park National Corp
DECREASED46,02947,755-1,726-4%$15.0M$12.7M-$2.4M2026-10-05
Ninety One UK Ltd
DECREASED45,09946,873-1,774-4%$14.8M$12.4M-$2.3M2026-10-15
Ramsay, Stattman, Vela & Price, Inc.
INCREASED45,08743,539+1,548+4%$13.7M$12.4M-$1.3M2026-10-19
CapWealth Advisors, LLC
INCREASED44,62541,748+2,877+7%$13.1M$12.3M-$854.8K2026-10-05
GHP Investment Advisors, Inc.
INCREASED44,34942,192+2,157+5%$13.3M$12.2M-$1.1M2026-10-15
Nixon Peabody Trust Co
INCREASED43,86842,081+1,787+4%$13.2M$12.1M-$1.2M2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
INCREASED43,76740,606+3,161+8%$12.8M$12.1K-$12.8M2026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED43,31549,723-6,408-13%$15.7M$11.9M-$3.7M2026-10-13
UniSuper Management Pty Ltd
INCREASED43,16338,003+5,160+14%$12.0M$11.9M-$78.2K2026-10-26
Oregon Public Employees Retirement Fund
INCREASED42,87142,423+448+1%$13.4M$11.8M-$1.6M2026-10-30
Glenview Trust Co
INCREASED42,1254,484+37,641+839%$1.4M$11.6M+$10.2M2026-10-28
Penobscot Investment Management Company, Inc.
DECREASED42,03845,651-3,613-8%$14.4M$11.6M-$2.8M2026-10-26
Calamos Wealth Management LLC
DECREASED41,89243,842-1,950-4%$13.8M$11.5M-$2.3M2026-11-02
Applied Finance Capital Management, LLC
INCREASED41,32427,931+13,393+48%$8.8M$11.4M+$2.6M2026-11-03
Covea Finance
DECREASED40,80742,907-2,100-5%$13.5M$11.2M-$2.3M2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED40,34839,999+349+1%$13.1M$11.2M-$1.9M2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED40,19535,850+4,345+12%$11.3M$11.1M-$217.7K2026-11-06
Sigma Investment Counselors Inc
INCREASED39,93639,844+92+0%$12.5M$11.0M-$1.5M2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW39,860—+39,860——$11.0M—2026-10-16
Farmers & Merchants Investments Inc
DECREASED39,41639,439-230%$12.4M$10.9M-$1.6M2026-10-22
BLB&B Advisors, LLC
INCREASED39,06037,787+1,273+3%$11.9M$10.8M-$1.1M2026-10-27
M&G Plc
INCREASED38,70932,904+5,805+18%$10.4M$10.6M+$280.2K2026-11-04
Modera Wealth Management, LLC
DECREASED38,61640,817-2,201-5%$12.9M$10.6M-$2.2M2026-10-28
Parthenon LLC
INCREASED37,64237,477+165+0%$11.8M$10.4M-$1.4M2026-10-22
Palisade Asset Management, LLC
DECREASED37,18337,308-1250%$11.7M$10.2M-$1.5M2026-11-03
Long Road Investment Counsel, LLC
DECREASED36,10742,907-6,800-16%$13.5M$9.9M-$3.6M2026-11-04
Running Oak Capital LLC
INCREASED35,95534,664+1,291+4%$10.9M$9.9M-$1.0M2026-11-04
Lyell Wealth Management, LP
DECREASED35,80136,756-955-3%$11.6M$9.9M-$1.7M2026-10-30
Mutual of America Capital Management LLC
INCREASED35,79535,684+111+0%$11.2M$9.9M-$1.4M2026-10-23
Crestwood Advisors Group, LLC
DECREASED35,66138,236-2,575-7%$12.0M$9.8M-$2.2M2026-10-27
Destiny Wealth Partners, LLC
NEW35,195—+35,195——$10.8M—2026-11-05
First Financial Bank - Trust Division
DECREASED34,96335,165-202-1%$11.1M$9.6M-$1.4M2026-10-01
Welch Group, LLC
INCREASED34,89732,214+2,683+8%$10.1M$9.6M-$532.0K2026-10-29
Ardent Capital Management, Inc.
DECREASED34,74335,359-616-2%$11.1M$9.6M-$1.6M2026-10-16
Abner Herrman & Brock LLC
INCREASED34,73934,290+449+1%$10.8K$9.6K-$1.2K2026-10-20
Montag A & Associates Inc
DECREASED34,58134,949-368-1%$11.0M$9.6M-$1.5M2026-10-29
Aegon Asset Management UK PLC
DECREASED34,40134,557-1560%$10.9M$9.5M-$1.4M2026-11-04
State of Alaska, Department of Revenue
DECREASED33,06633,806-740-2%$10.6M$9.1K-$10.6M2026-10-15
Security National Bank
INCREASED33,01731,409+1,608+5%$9.9M$9.1M-$796.3K2026-10-26
Oppenheimer & Co Inc
INCREASED32,74526,062+6,683+26%$8.2M$9.0M+$812.3K2026-10-26
QV Investors Inc.
NEW32,320—+32,320——$8.9K—2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED32,15736,201-4,044-11%$11.4M$8.9M-$2.5M2026-10-23
OAK Ridge Investments LLC
DECREASED31,89933,606-1,707-5%$10.6M$8.8M-$1.8M2026-10-30
Mattern Capital Management, LLC
INCREASED31,77631,079+697+2%$9.8M$8.8M-$1.0M2026-11-02
Atria Investments, Inc
INCREASED31,40021,186+10,214+48%$6.7M$8.6M+$2.0M2026-10-15
Turtle Creek Wealth Advisors, LLC
INCREASED31,10130,825+276+1%$9.7M$8.6M-$1.1M2026-10-15
Ascent Wealth Partners, LLC
DECREASED30,78131,040-259-1%$9.8M$8.5M-$1.3M2026-10-23
Wormser Freres Gestion
INCREASED30,26330,055+208+1%$9.7M$8.3M-$1.4M2026-10-21
Trust Co of Vermont
DECREASED29,98431,406-1,422-5%$9.9M$8.3M-$1.6M2026-10-21
Marble Harbor Investment Counsel, LLC
INCREASED29,93228,818+1,114+4%$9.1M$8.2M-$830.1K2026-11-06
Private Wealth Partners, LLC
INCREASED29,89029,614+276+1%$9.3M$8.2M-$1.1M2026-10-22
Investment House LLC
DECREASED28,95339,492-10,539-27%$12.4M$8.0M-$4.5M2026-10-21
Fulton Breakefield Broenniman LLC
DECREASED28,92142,649-13,728-32%$13.4M$8.0M-$5.5M2026-11-03
Kestra Private Wealth Services, LLC
INCREASED28,72127,853+868+3%$8.8M$7.9M-$859.8K2026-11-06
American National Bank & Trust
DECREASED28,61732,942-4,325-13%$10.4M$7.9M-$2.5M2026-10-07
Verdence Capital Advisors LLC
INCREASED28,20613,851+14,355+104%$4.4M$7.8M+$3.4M2026-10-26
Legacy Trust
DECREASED28,16230,167-2,005-7%$9.5M$8.2M-$1.3M2026-11-06
Hendershot Investments Inc.
INCREASED28,09123,661+4,430+19%$7.4M$7.7M+$286.6K2026-11-05
Crossmark Global Holdings, Inc.
DECREASED27,34628,897-1,551-5%$9.1M$7.5M-$1.6M2026-10-21
Carnegie Lake Advisors LLC
UNCHANGED27,16927,16900%$8.6M$7.5M-$1.1M2026-11-06
Evexia Wealth LLC
INCREASED27,02717,651+9,376+53%$6.0M$8.3M+$2.3M2026-11-05
Wesbanco Bank Inc
DECREASED26,62739,658-13,031-33%$12.5M$7.3M-$5.2M2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED26,390186,935-160,545-86%$58.9M$7.3M-$51.6M2026-10-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED26,29226,595-303-1%$8.4M$7.2M-$1.1M2026-11-03
Hall Laurie J Trustee
DECREASED26,28727,255-968-4%$8.6M$7.2M-$1.3M2026-10-06
Gulf International Bank (UK) Ltd
UNCHANGED26,14826,14800%$8.2M$7.2K-$8.2M2026-10-20
UMB Bank, n.a.
INCREASED25,99325,603+390+2%$8.1M$7.2M-$902.6K2026-11-06
Jefferies Financial Group Inc.
DECREASED25,11832,511-7,393-23%$10.2M$6.9M-$3.3M2026-11-05
Bokf, NA
DECREASED24,91326,127-1,214-5%$8.2M$6.9M-$1.4M2026-10-27
Illinois Municipal Retirement Fund
DECREASED24,85535,203-10,348-29%$11.1M$6.8M-$4.2M2026-11-05
Burns J W & Co Inc
DECREASED24,80726,202-1,395-5%$8.2M$6.8M-$1.4M2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED24,41827,476-3,058-11%$8.7M$6.7M-$1.9M2026-11-03
Bright Financial Advisors, Inc.
INCREASED23,87023,394+476+2%$7.4M$6.6M-$792.0K2026-10-23
Busey Bank
DECREASED23,56624,681-1,115-5%$7.8M$6.5M-$1.3M2026-10-26
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED23,47123,776-305-1%$7.5M$6.5M-$1.0M2026-10-30
First Citizens Bank & Trust Co
INCREASED23,42019,056+4,364+23%$6.0M$6.4M+$450.0K2026-10-14
Schmidt P J Investment Management Inc
INCREASED23,22222,832+390+2%$7.2M$6.4M-$793.2K2026-11-02
Parallel Advisors, LLC
DECREASED23,08829,358-6,270-21%$9.2M$6.4M-$2.9M2026-11-03
Brady Family Wealth, LLC
DECREASED23,01623,172-156-1%$7.3M$6.3M-$957.1K2026-11-02
Middleton & Co Inc
DECREASED22,99524,628-1,633-7%$7.8M$6.3M-$1.4M2026-10-23
Marks Group Wealth Management, Inc
DECREASED22,97224,998-2,026-8%$7.9M$6.3M-$1.5M2026-11-05
Oppenheimer Asset Management Inc.
DECREASED22,80823,575-767-3%$7.4M$6.3M-$1.1M2026-10-27
Consolidated Investment Group LLC
INCREASED22,53016,030+6,500+41%$5.0M$6.2M+$1.2M2026-11-04
Keybank National Association
DECREASED22,47122,903-432-2%$7.2M$6.2M-$1.0M2026-11-04
Assenagon Asset Management S.A.
DECREASED22,35638,699-16,343-42%$12.2M$6.2M-$6.0M2026-10-15
Bailard, Inc.
DECREASED22,15923,299-1,140-5%$7.3M$6.1M-$1.2M2026-10-13
JLB & Associates Inc
UNCHANGED21,72321,72300%$6.8M$6.8M$02026-10-27
Gouws Capital LLC
DECREASED21,67621,761-850%$6.9M$6.0M-$881.9K2026-10-09
Carderock Capital Management Inc
DECREASED21,46321,642-179-1%$6.8M$5.9M-$903.1K2026-10-22
Maryland State Retirement & Pension System
INCREASED21,39618,561+2,835+15%$5.8M$5.9M+$48.5K2026-11-05
Gibraltar Capital Management, Inc.
NEW21,161—+21,161——$5.8M—2026-10-27
Baker Ellis Asset Management LLC
DECREASED21,12821,398-270-1%$6.7M$5.8M-$918.5K2026-10-14
Hixon Zuercher, LLC
DECREASED21,01023,068-2,058-9%$7.3M$5.8M-$1.5M2026-10-13
Tctc Holdings, LLC
DECREASED20,99321,401-408-2%$6.7M$5.8M-$956.6K2026-11-02
Letson Investment Management, Inc.
DECREASED20,90321,263-360-2%$6.7M$5.8M-$938.0K2026-11-05
Baker Chad R
INCREASED20,50520,465+40+0%$6.4M$5.6M-$796.3K2026-10-22
Baker Avenue Asset Management, LP
DECREASED20,44621,271-825-4%$6.7M$5.6M-$1.1M2026-11-06
Sky Investment Group LLC
INCREASED20,26319,526+737+4%$6.1M$5.6M-$567.3K2026-10-30
LEE Danner & Bass Inc
INCREASED20,05518,982+1,073+6%$6.0M$5.5M-$453.3K2026-10-27
CMH Wealth Management LLC
INCREASED19,97018,271+1,699+9%$5.8M$5.5M-$251.4K2026-10-22
Associated Banc-Corp
DECREASED19,92722,667-2,740-12%$7.1M$5.5M-$1.6M2026-10-30
Rossmore Private Capital
INCREASED19,55219,316+236+1%$6.1M$5.4M-$696.8K2026-10-27
Sawgrass Asset Management LLC
INCREASED19,41019,197+213+1%$6.0M$5.3M-$698.7K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED19,40618,170+1,236+7%$6.0M$5.3M-$661.4K2026-10-13
Vista Capital Partners, Inc.
INCREASED19,40519,400+5+0%$6.1M$5.3M-$764.0K2026-11-06
Diversify Wealth Management, LLC
INCREASED19,27417,275+1,999+12%$5.8M$5.7M-$165.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED19,27417,275+1,999+12%$5.8M$5.7M-$165.6K2026-10-20
PUREfi Wealth, LLC
DECREASED19,23721,356-2,119-10%$6.7M$5.3M-$1.4M2026-10-19
Farther Finance Advisors, LLC
INCREASED19,20317,426+1,777+10%$5.5M$5.3M-$204.6K2026-10-08
Clean Yield Group
INCREASED19,17016,583+2,587+16%$5.2M$5.3M+$58.2K2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED19,11928,009-8,890-32%$8.8M$5.3M-$3.6M2026-10-21
Clearstead Advisors, LLC
INCREASED18,99918,390+609+3%$5.8M$5.2M-$558.4K2026-11-06
HB Wealth Management, LLC
INCREASED18,79317,817+976+5%$5.6M$5.2M-$434.1K2026-10-23
Hartford Investment Management Co
DECREASED18,73019,087-357-2%$6.0M$5.2M-$851.3K2026-11-04
Richards, Merrill & Peterson, Inc.
INCREASED18,58118,351+230+1%$5.8M$5.1M-$660.5K2026-10-19
GPM Growth Investors, Inc.
DECREASED18,48419,037-553-3%$6.0M$5.1M-$903.3K2026-10-30
Eulav Asset Management
DECREASED18,37141,371-23,000-56%$13.0M$5.1M-$8.0M2026-10-23
Chronos Wealth Management, LLC
INCREASED18,23417,964+270+2%$5.7M$5.0M-$634.3K2026-10-20
Prospera Financial Services Inc
DECREASED18,19421,699-3,505-16%$6.8M$5.3M-$1.5M2026-11-04
Oak Asset Management, LLC
INCREASED18,12418,098+26+0%$5.7M$5.0M-$706.9K2026-10-13
TruNorth Capital Management, LLC
DECREASED18,03722,145-4,108-19%$7.0M$5.0M-$2.0M2026-10-14
Two Point Capital Management, Inc.
DECREASED17,95518,097-142-1%$5.7M$4.9M-$753.0K2026-10-16
Kesler, Norman & Wride, LLC
INCREASED17,92317,680+243+1%$5.6M$4.9M-$630.8K2026-11-06
Generali Asset Management SPA SGR
DECREASED17,83518,116-281-2%$5.7M$4.9M-$792.1K2026-10-26
Smithbridge Asset Management Inc
DECREASED17,69617,851-155-1%$5.6M$4.9M-$746.9K2026-10-19
Meiji Yasuda America Inc
INCREASED17,66113,895+3,766+27%$4.4M$4.9M+$489.0K2026-10-22
Larson Financial Group LLC
INCREASED17,63816,841+797+5%$5.3M$4.9M-$444.9K2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED17,55415,379+2,175+14%$4.8M$4.8M-$7.7K2026-10-26
Louisiana State Employees Retirement System
DECREASED17,20017,600-400-2%$5.5M$4.7M-$804.5K2026-10-20
Diversified Trust Co
DECREASED17,19917,272-730%$5.4M$4.7M-$701.8K2026-11-06
OAK Family Advisors, LLC
DECREASED17,16224,908-7,746-31%$7.8M$4.7M-$3.1M2026-10-19
Lynch & Associates
DECREASED17,13917,289-150-1%$5.4M$4.7M-$723.2K2026-10-13
New Mexico Educational Retirement Board
UNCHANGED17,10917,10900%$5.4M$4.7K-$5.4M2026-11-05
Appleton Partners Inc
DECREASED17,05033,267-16,217-49%$10.5M$4.7K-$10.5M2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED16,91516,358+557+3%$5.1M$4.6M-$509.4K2026-11-04
Hohimer Wealth Management, LLC
NEW16,826—+16,826——$4.6M—2026-11-04
Alps Advisors Inc
INCREASED16,5198,346+8,173+98%$2.6M$4.5M+$1.9M2026-11-03
Marietta Wealth Management, LLC
INCREASED16,42115,893+528+3%$5.0M$4.6M-$379.3K2026-10-22
Old National Bancorp
INCREASED16,0378,310+7,727+93%$2.6M$4.4M+$1.8M2026-10-20
Mystic Asset Management, Inc.
INCREASED15,97715,922+55+0%$5.0M$4.4M-$613.0K2026-10-15
Central Trust Co
DECREASED15,97316,312-339-2%$5.1M$4.4M-$736.9K2026-11-05
Exchange Traded Concepts, LLC
INCREASED15,95113,413+2,538+19%$4.2M$4.4M+$169.8K2026-10-28
Achmea Investment Management B.V.
NEW15,828—+15,828——$4.4M—2026-10-30
Patton Albertson Miller Group, LLC
DECREASED15,80815,965-157-1%$5.0M$4.4M-$673.0K2026-10-26
Monarch Capital Management Inc
INCREASED15,73815,296+442+3%$4.8M$4.3M-$481.3K2026-10-19
AMG National Trust Bank
INCREASED15,57215,165+407+3%$4.8M$4.3M-$486.2K2026-11-05
Snider Financial Group
INCREASED15,43115,259+172+1%$4.8M$4.2M-$554.4K2026-10-16
Stonebridge Financial Group, LLC
DECREASED15,39916,134-735-5%$5.1M$4.2M-$838.6K2026-10-01
Concurrent Investment Advisors, LLC
DECREASED15,38616,239-853-5%$5.1M$4.2M-$875.4K2026-10-16
Central Bank & Trust Co
INCREASED15,31815,083+235+2%$4.7M$4.2M-$530.3K2026-10-09
AMI Investment Management Inc
INCREASED15,28612,790+2,496+20%$4.0M$4.2M+$182.8K2026-10-27
Tompkins Financial Corp
DECREASED15,14715,785-638-4%$5.0M$4.2M-$798.4K2026-10-05
Lanark Financial, Inc.
INCREASED15,03414,987+47+0%$4.7M$4.1M-$578.5K2026-10-26
Ascent Group, LLC
DECREASED15,02715,162-135-1%$4.8M$4.1M-$635.3K2026-10-30
First Nebraska Trust Co
DECREASED15,02515,650-625-4%$4.9M$4.1M-$789.8K2026-10-30
Forvis Mazars Wealth Advisors, LLC
INCREASED14,87714,383+494+3%$4.5M$4.1M-$431.6K2026-10-13
Hendley & Co Inc
INCREASED14,75314,093+660+5%$4.4K$4.1K-$3742026-10-29
Linscomb Wealth, Inc.
INCREASED14,43714,351+86+1%$4.5M$4.0M-$542.4K2026-11-05
Clark & Stuart, Inc
INCREASED14,3438,582+5,761+67%$2.7M$4.0M+$1.3M2026-10-14
Trust Point Inc.
INCREASED14,27713,480+797+6%$4.2M$3.9M-$312.3K2026-10-27
Tandem Capital Management Corp
DECREASED14,17914,303-124-1%$4.5M$3.9M-$598.5K2026-10-22
Moran Wealth Management, LLC
DECREASED14,14814,453-305-2%$4.6M$3.9M-$654.2K2026-10-22
Lmcg Investments, LLC
DECREASED14,07814,195-117-1%$4.5M$3.9M-$592.2K2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED14,07314,057+16+0%$4.4M$3.9M-$550.1K2026-10-19
Watchman Group, Inc.
DECREASED14,04815,027-979-7%$4.7M$3.9M-$862.4K2026-10-16
Winch Advisory Services, LLC
DECREASED14,02414,306-282-2%$4.5M$3.9M-$642.3K2026-11-06
PFG Advisors
INCREASED13,87613,838+38+0%$4.4M$3.8M-$535.4K2026-10-16
Imc-Chicago, LLC
DECREASED13,82016,036-2,216-14%$5.0M$3.8M-$1.2M2026-11-05
First National Trust Co
DECREASED13,79415,339-1,545-10%$4.8M$3.8M-$1.0M2026-10-28
Radnor Capital Management, LLC
INCREASED13,73013,388+342+3%$4.2M$3.8M-$434.0K2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED13,68714,187-500-4%$4.5M$3.8M-$697.4K2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED13,38812,464+924+7%$3.9M$3.7M-$237.2K2026-10-26
Cooke Wealth Management, LLC
UNCHANGED13,20013,20000%$4.2M$3.6M-$520.7K2026-10-13
MGO One Seven LLC
DECREASED13,14414,330-1,186-8%$4.5M$3.6M-$892.0K2026-10-28
Midwest Trust Co
DECREASED13,12338,014-24,891-65%$12.0M$3.6M-$8.4M2026-10-22
Columbia Asset Management
DECREASED13,07913,477-398-3%$4.2M$3.6M-$641.4K2026-10-19
Boit C F David
UNCHANGED13,04513,04500%$4.1M$3.6M-$514.6K2026-10-29
Woodstock Corp
DECREASED12,83213,212-380-3%$4.2M$3.5M-$625.9K2026-10-13
Pinnacle Associates LTD
DECREASED12,71212,724-120%$4.0M$3.5M-$505.4K2026-10-20
Oliver Luxxe Assets LLC
DECREASED12,56212,605-430%$4.0M$3.5M-$509.1K2026-10-14
Bfsg, LLC
INCREASED12,55812,436+122+1%$3.9M$3.5M-$457.0K2026-10-30
Merit Financial Group, LLC
DECREASED12,40725,858-13,451-52%$8.1M$3.4M-$4.7M2026-11-06
Kampmann Melissa S.
INCREASED12,37412,258+116+1%$3.9M$3.4M-$451.6K2026-10-28
Stokes Capital Advisors, LLC
DECREASED12,29719,241-6,944-36%$6.1M$3.4M-$2.7M2026-10-09
Park Avenue Securities LLC
DECREASED12,19817,583-5,385-31%$5.5M$3.4K-$5.5M2026-10-26
Midway Capital Research & Management
INCREASED12,17511,476+699+6%$3.6M$3.4M-$260.2K2026-10-20
Plato Investment Management Ltd
INCREASED12,13912,092+47+0%$3.8M$3.4M-$428.9K2026-11-05
Castleview Partners, LLC
INCREASED11,8998,332+3,567+43%$2.6M$3.3M+$653.7K2026-10-09
Vise Technologies, Inc.
DECREASED11,63311,844-211-2%$3.7M$3.2M-$525.5K2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED11,61411,498+116+1%$3.6M$3.2M-$421.7K2026-10-19
Moors & Cabot, Inc.
INCREASED11,5248,985+2,539+28%$2.8M$3.2M+$344.6K2026-11-06
Huntleigh Advisors, Inc.
INCREASED11,48910,888+601+6%$3.4M$3.2M-$264.0K2026-11-03
Hudson Edge Investment Partners Inc.
NEW11,411—+11,411——$3.1M—2026-10-28
Aljian Capital Management, LLC
DECREASED11,26711,870-603-5%$3.7M$3.1M-$634.5K2026-10-28
Prentiss Smith & Co Inc
DECREASED11,22811,503-275-2%$3.6M$3.1M-$529.5K2026-10-27
Apollon Wealth Management, LLC
INCREASED11,1569,206+1,950+21%$2.9M$3.1M+$174.0K2026-10-23
CX Institutional
DECREASED11,13511,529-394-3%$3.6K$3.1K-$5642026-10-02
Private Trust Co NA
DECREASED11,13011,451-321-3%$3.6M$3.1M-$540.2K2026-10-20
CoreCap Advisors, LLC
DECREASED11,10611,197-91-1%$3.5M$3.1M-$466.5K2026-10-08
Condor Capital Management
INCREASED11,00210,799+203+2%$3.4M$3.0M-$370.3K2026-11-06
Family Legacy Financial Solutions, LLC
UNCHANGED10,94610,94600%$3.6M$3.0M-$559.9K2026-10-07
Blue Fin Capital, Inc.
INCREASED10,90110,778+123+1%$3.4M$3.0M-$391.6K2026-10-28
Resonant Capital Advisors, LLC
DECREASED10,74211,059-317-3%$3.5M$3.0M-$523.8K2026-10-15
North Dakota State Investment Board
INCREASED10,59210,235+357+3%$3.2M$2.9M-$305.5K2026-10-27
Financial Advisory Partners, LLC
INCREASED10,51510,504+11+0%$3.3M$2.9M-$411.4K2026-10-23
Plimoth Trust Co LLC
DECREASED10,50210,547-450%$3.3M$2.9M-$428.5K2026-10-26
Ldic Inc.
DECREASED10,42022,327-11,907-53%$7.0M$2.9M-$4.2M2026-10-14
Signal Advisors Wealth, LLC
INCREASED10,3989,740+658+7%$3.1M$2.9M-$202.8K2026-10-13
VestGen Advisors, LLC
DECREASED10,38311,106-723-7%$3.5M$2.9M-$637.3K2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED10,3789,529+849+9%$3.0M$2.9M-$142.1K2026-10-22
Choreo, LLC
DECREASED10,31510,956-641-6%$3.4M$2.8M-$608.6K2026-10-28
First Business Financial Services, Inc.
INCREASED10,29410,025+269+3%$3.2M$2.8M-$321.4K2026-10-29
Masterinvest Kapitalanlage GmbH
INCREASED10,2529,147+1,105+12%$2.9M$2.8M-$56.5K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED10,2149,283+931+10%$2.9M$2.8M-$109.8K2026-10-13
Bell Asset Management Ltd
DECREASED10,13810,511-373-4%$3.3M$2.8M-$517.4K2026-10-08
M Holdings Securities, Inc.
NEW10,110—+10,110——$3.1K—2026-11-03
Liberty Capital Management, Inc.
DECREASED10,09313,523-3,430-25%$4.3M$2.8M-$1.5M2026-11-02
Caldwell Trust Co
DECREASED10,04710,631-584-5%$3.3M$2.8M-$580.2K2026-10-30
Anderson Hoagland & Co
NEW9,966—+9,966——$3.1M—2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED9,83812,844-3,006-23%$4.0M$2.7M-$1.3M2026-10-13
Red Spruce Capital, LLC
INCREASED9,7951,642+8,153+497%$517.0K$2.7M+$2.2M2026-10-07
Machina Capital S.A.S.
NEW9,770—+9,770——$2.7M—2026-11-05
Clear Harbor Asset Management, LLC
INCREASED9,7293,551+6,178+174%$1.1M$2.7M+$1.6M2026-11-05
St. Clair Advisors, LLC
UNCHANGED9,7189,71800%$3.1M$2.7M-$383.4K2026-10-13
TCV Trust & Wealth Management, Inc.
INCREASED9,7144,682+5,032+107%$1.5M$2.7M+$1.2M2026-10-16
Community Bank, N.A.
INCREASED9,5807,551+2,029+27%$2.4M$2.6M+$260.9K2026-11-06
Wolff Financial Management LLC
DECREASED9,5259,722-197-2%$3.1M$2.6M-$437.9K2026-10-23
Investment Advisory Services Inc
DECREASED9,5049,805-301-3%$3.1M$2.6M-$469.8K2026-10-27
Ashurst Perkins Coie Trust Co
DECREASED9,4619,757-296-3%$3.1M$2.6M-$466.4K2026-10-15
Duncker Streett & Co Inc
DECREASED9,4509,756-306-3%$3.1M$2.6M-$469.2K2026-10-27
Clearstead Trust, LLC
INCREASED9,4349,286+148+2%$2.9M$2.6M-$325.5K2026-11-06
GF Fund Management Co. Ltd.
UNCHANGED9,4089,40800%$3.0M$2.6M-$371.1K2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED9,34510,808-1,463-14%$3.4M$2.6M-$829.2K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED9,2149,201+13+0%$2.9M$2.5M-$359.2K2026-11-05
Tema Etfs LLC
INCREASED9,1597,306+1,853+25%$2.3M$2.5M+$222.1K2026-10-16
Brown Miller Wealth Management, LLC
INCREASED9,1489,097+51+1%$2.9M$2.5M-$344.7K2026-11-02
Securian Asset Management, Inc
DECREASED9,1049,176-72-1%$2.9M$2.5M-$428.0K2026-11-06
Hager Investment Management Services, LLC
DECREASED9,0509,737-687-7%$3.1M$2.5M-$573.3K2026-11-04
American Assets Investment Management, LLC
UNCHANGED9,0009,00000%$2.8M$2.5M-$355.1K2026-10-30
Cullen Investment Group, Ltd.
DECREASED8,9779,609-632-7%$3.0M$2.5M-$488.4K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED8,9758,851+124+1%$2.8M$2.5M-$315.0K2026-10-21
Chicago Trust Co NA
DECREASED8,9469,444-498-5%$3.0M$2.5M-$509.7K2026-10-28
North Star Investment Management Corp.
DECREASED8,9228,953-310%$2.8M$2.5M-$361.8K2026-10-27
Northcape Wealth Management, LLC
INCREASED8,8848,724+160+2%$2.7M$2.4M-$300.1K2026-11-04
Signaturefd, LLC
DECREASED8,7729,574-802-8%$3.0M$2.4M-$598.4K2026-10-23
Nikulski Financial, Inc.
INCREASED8,7628,260+502+6%$2.6M$2.4M-$187.8K2026-11-06
Harrington Investments, Inc
DECREASED8,6408,677-370%$2.7M$2.4M-$352.5K2026-10-14
Columbia Bank
INCREASED8,5767,470+1,106+15%$2.4M$2.4M+$9.9K2026-10-29
Stone Summit Wealth LLC
DECREASED8,56710,047-1,480-15%$3.2M$2.4M-$803.9K2026-10-14
Cottage Street Advisors LLC
INCREASED8,5558,545+10+0%$2.7M$2.4M-$331.7K2026-10-19
Valley National Advisers Inc
INCREASED8,4425,694+2,748+48%$1.8M$2.3M+$532.3K2026-10-23
Evergreen Capital Management LLC
DECREASED8,4248,735-311-4%$2.8M$2.3M-$430.5K2026-10-23
Maia Wealth LLC
INCREASED8,3336,868+1,465+21%$2.2M$2.3M+$132.6K2026-10-19
V-Square Quantitative Management LLC
INCREASED8,2768,135+141+2%$2.6M$2.3M-$282.1K2026-10-15
Auto-Owners Insurance Co
DECREASED8,0008,293-293-4%$2.6M$2.2M-$407.8K2026-10-15
Daymark Wealth Partners, LLC
DECREASED7,8988,942-1,044-12%$2.8M$2.2M-$640.3K2026-11-04
Legacy Wealth Management, LLC / MS
INCREASED7,8977,304+593+8%$2.3M$2.2M-$125.0K2026-10-30
William Allan Corp
INCREASED7,8875,850+2,037+35%$1.8M$2.2M+$330.3K2026-10-14
Harold Davidson & Associates Inc.
DECREASED7,8647,920-56-1%$2.5M$2.2M-$327.9K2026-10-29
Sigma Planning Corp
DECREASED7,8518,433-582-7%$2.7M$2.2M-$493.1K2026-10-23
Fulton Bank, N.A.
INCREASED7,8506,498+1,352+21%$2.0M$2.2M+$116.0K2026-10-14
Hunter Associates Investment Management LLC
DECREASED7,8317,911-80-1%$2.5M$2.2K-$2.5M2026-10-26
Strengthening Families & Communities, LLC
INCREASED7,7967,750+46+1%$2.4M$2.1M-$293.1K2026-10-21
True North Advisors, LLC
DECREASED7,7688,282-514-6%$2.6M$2.1M-$461.3K2026-10-22
GS Investments, Inc.
INCREASED7,7307,718+12+0%$2.4M$2.1M-$301.2K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED7,5508,373-823-10%$2.6M$2.1M-$557.0K2026-10-20
HCR Wealth Advisors
DECREASED7,5397,887-348-4%$2.5M$2.1M-$407.0K2026-10-15
ANB Bank
INCREASED7,5367,530+6+0%$2.4M$2.1M-$295.4K2026-10-09
Ritholtz Wealth Management
DECREASED7,4777,563-86-1%$2.4M$2.1M-$322.2K2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED7,4561,928+5,528+287%$607.0K$2.1M+$1.4M2026-10-22
Bill Few Associates, Inc.
INCREASED7,3757,058+317+4%$2.2M$2.0M-$191.1K2026-10-09
JGP Wealth Management, LLC
DECREASED7,3567,507-151-2%$2.4M$2.0M-$337.7K2026-10-13
Eads & Heald Wealth Management
INCREASED7,3527,318+34+0%$2.3M$2.0M-$279.3K2026-10-29
Arrow Financial Corp
DECREASED7,2997,482-183-2%$2.4M$2.0M-$345.6K2026-10-26
Simplex Trading, LLC
NEW7,281—+7,281——$2.0M—2026-11-04
Compound Planning, Inc.
DECREASED7,1587,235-77-1%$2.3M$2.0M-$306.5K2026-11-05
Mechanics Bank Trust Department
DECREASED7,1468,323-1,177-14%$2.6M$2.0M-$652.5K2026-10-13
Quadrant Capital Group LLC
DECREASED7,1307,715-585-8%$2.4M$2.0M-$414.4K2026-10-20
Brown, Lisle Ings, Inc.
DECREASED7,1207,195-75-1%$2.3M$2.0M-$304.5K2026-10-16
Generali Investments, Management Co LLC
DECREASED7,10210,575-3,473-33%$3.3M$2.0M-$1.4M2026-10-19
Founders Capital Management, LLC
UNCHANGED7,0587,05800%$2.2M$1.9M-$278.4K2026-10-23
Blue Trust, Inc.
INCREASED7,0055,903+1,102+19%$1.9M$1.9M+$70.6K2026-10-15
Old Second National Bank of Aurora
DECREASED6,8787,383-505-7%$2.3M$1.9M-$430.3K2026-10-22
DB Fitzpatrick & Co, Inc
INCREASED6,8416,007+834+14%$1.9M$1.9M-$7.3K2026-10-19
iA Global Asset Management Inc.
INCREASED6,81341+6,772+16517%$13.0K$1.9K-$11.1K2026-10-29
Canandaigua National Bank & Trust Co
DECREASED6,8136,887-74-1%$2.2M$1.9M-$292.1K2026-10-07
Independence Bank of Kentucky
DECREASED6,8007,065-265-4%$2.2M$1.9M-$351.7K2026-10-26
Oakmont Investment Advisors, Inc.
DECREASED6,7006,709-90%$2.1M$1.8M-$267.1K2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED6,5886,519+69+1%$2.1M$1.8M-$238.0K2026-10-29
Summit Wealth Group LLC / Co
NEW6,536—+6,536——$1.8M—2026-10-29
Argonautica Private Wealth Management, Inc
DECREASED6,5317,049-518-7%$2.2M$1.8M-$420.7K2026-11-02
Bank of New Hampshire
DECREASED6,51514,593-8,078-55%$4.6M$1.8M-$2.8M2026-10-06
Davidson Capital Management Inc.
INCREASED6,4925,854+638+11%$1.8M$1.8M-$55.2K2026-10-15
Mather Group, Llc.
INCREASED6,4785,804+674+12%$1.8M$1.8M-$43.3K2026-10-14
Brighton Jones LLC
INCREASED6,4575,839+618+11%$1.8M$1.8M-$60.3K2026-11-03
Patten Group, Inc.
DECREASED6,4427,568-1,126-15%$2.4M$1.8M-$608.6K2026-10-26
Cohen Klingenstein LLC
UNCHANGED6,4006,40000%$2.0M$1.8M-$252.5K2026-10-15
Aspen Investment Management Inc
DECREASED6,3366,691-355-5%$2.1K$1.7K-$3622026-11-05
Mitchell Sinkler & Starr
DECREASED6,2386,305-67-1%$2.0M$1.7M-$267.2K2026-10-13
Beacon Bank & Trust
DECREASED6,2337,298-1,065-15%$2.3M$1.7M-$581.2K2026-10-27
AlpenGlobal Capital LLC
INCREASED6,2176,155+62+1%$1.9M$1.7M-$225.7K2026-11-06
Bdf-Gestion
DECREASED6,2046,991-787-11%$3.3M$1.7M-$1.6M2026-10-19
Praxis Investment Management Inc
INCREASED6,1375,746+391+7%$1.8M$1.7K-$1.8M2026-11-03
Wedbush Securities Inc
INCREASED6,1076,061+46+1%$1.9M$1.7K-$1.9M2026-10-22
SVB Wealth LLC
DECREASED6,0856,805-720-11%$2.1M$1.7M-$466.8K2026-11-06
LVZ, Inc.
INCREASED6,0625,813+249+4%$1.8M$1.7M-$160.7K2026-10-20
Keudell ison Wealth Management
DECREASED6,0026,108-106-2%$1.9M$1.7M-$270.2K2026-10-16
Axxcess Wealth Management, LLC
DECREASED5,9727,518-1,546-21%$2.4M$1.6M-$722.4K2026-10-21
Everett Harris & Co
INCREASED5,9385,937+1+0%$1.9M$1.6M-$233.9K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED5,9196,426-507-8%$2.0M$1.6M-$393.3K2026-11-05
Ashton Thomas Securities, LLC
INCREASED5,9065,575+331+6%$1.8M$1.6M-$127.0K2026-10-26
Smith Salley Wealth Management
INCREASED5,9035,736+167+3%$1.8M$1.6M-$180.6K2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED5,7833,433+2,350+68%$1.1M$1.6M+$511.7K2026-10-08
Sapient Capital LLC
DECREASED5,7486,044-296-5%$1.9M$1.6M-$320.2K2026-10-08
Equitable Trust Co
INCREASED5,7092,933+2,776+95%$923.4K$1.6M+$648.8K2026-10-13
Benedict Financial Advisors Inc
INCREASED5,6885,679+9+0%$1.8M$1.6M-$221.6K2026-10-07
WoodTrust Financial Corp
DECREASED5,6385,640-20%$1.8M$1.6K-$1.8M2026-10-09
Knights of Columbus Asset Advisors LLC
DECREASED5,6305,986-356-6%$1.9M$1.6M-$334.2K2026-11-05
Harbor Investment Advisory, LLC
INCREASED5,6135,442+171+3%$1.7M$1.5M-$167.6K2026-10-13
Compass Ion Advisors, LLC
DECREASED5,6085,647-39-1%$1.8M$1.5M-$233.7K2026-10-23
Bullock Wealth Management Group
INCREASED5,5895,548+41+1%$1.7M$1.5M-$212.9K2026-10-09
Cranbrook Wealth Management, LLC
DECREASED5,5525,594-42-1%$1.8M$1.5M-$232.5K2026-10-28
Avior Wealth Management, LLC
DECREASED5,5457,353-1,808-25%$2.3M$1.5M-$787.8K2026-10-13
Procyon Advisors, LLC
DECREASED5,4915,713-222-4%$1.8M$1.5M-$286.3K2026-10-21
William Howard & Co Financial Advisors Inc
UNCHANGED5,4905,49000%$1.7M$1.5M-$216.6K2026-11-04
Chicago Partners Investment Group LLC
DECREASED5,4837,105-1,622-23%$2.3M$1.7M-$582.2K2026-10-27
Essex Bank
DECREASED5,4455,458-130%$1.7M$1.5M-$218.9K2026-10-16
J. Safra Sarasin Holding AG
INCREASED5,4103,719+1,691+45%$1.2M$1.7M+$465.7K2026-10-26
Apella Capital, LLC
INCREASED5,4095,285+124+2%$1.7M$1.5M-$253.0K2026-10-08
Essential Investment Partners LLC
DECREASED5,4045,542-138-2%$1.7M$1.5M-$256.6K2026-10-27
Gamma Investing LLC
DECREASED5,3867,578-2,192-29%$2.4M$1.5M-$902.7K2026-10-08
S.E.E.D. Planning Group LLC
INCREASED5,3864,432+954+22%$1.4M$1.5M+$87.7K2026-10-07
Terra Nova Asset Management LLC
DECREASED5,3857,380-1,995-27%$2.3M$1.5M-$840.4K2026-10-13
Venture Visionary Partners LLC
INCREASED5,3645,259+105+2%$1.7M$1.5M-$178.8K2026-10-07
China Universal Asset Management Co., Ltd.
INCREASED5,3604,560+800+18%$1.4M$1.5M+$54.5K2026-10-28
Bangor Savings Bank
DECREASED5,3385,458-120-2%$1.7M$1.5M-$248.4K2026-10-06
Mission Wealth Management, LP
DECREASED5,3209,008-3,688-41%$2.8M$1.5M-$1.4M2026-10-15
Valeo Financial Advisors, LLC
DECREASED5,2876,475-1,188-18%$2.0M$1.5M-$582.7K2026-10-08
Oakworth Capital, Inc.
DECREASED5,2876,091-804-13%$1.9M$1.5M-$461.5K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED5,2645,521-257-5%$1.7M$1.4M-$288.8K2026-10-08
Cornerstone Advisory, LLC
DECREASED5,2605,460-200-4%$1.7M$1.4M-$270.5K2026-11-06
MeadowBrook Investment Advisors LLC
INCREASED5,2595,035+224+4%$1.6M$1.6M+$29.7K2026-10-29
Waterway Wealth Management, LLC
INCREASED5,2505,010+240+5%$1.6M$1.4M-$131.6K2026-10-28
S.A. Mason LLC
INCREASED5,2434,540+703+15%$1.4M$1.4M+$14.4K2026-10-13
ICW Investment Advisors LLC
DECREASED5,2415,319-78-1%$1.7M$1.4M-$231.4K2026-10-27
Diversified Enterprises, LLC
INCREASED5,2314,913+318+6%$1.5M$1.4M-$106.2K2026-10-19
Baldwin Wealth Partners LLC
DECREASED5,1485,330-182-3%$1.7M$1.4M-$260.4K2026-10-13
Lederer & Associates Investment Counsel
DECREASED5,1435,398-255-5%$1.7K$1.4K-$2842026-10-23
Monte Financial Group, LLC
DECREASED5,1415,185-44-1%$1.7M$1.4M-$273.0K2026-11-02
InTrack Investment Management Inc
DECREASED5,1395,770-631-11%$1.8M$1.4M-$401.4K2026-10-15
St. Johns Investment Management Company, LLC
INCREASED5,1194,933+186+4%$1.6M$1.4M-$143.4K2026-10-30
Aafmaa Wealth Management & Trust LLC
DECREASED5,0965,199-103-2%$1.6M$1.4M-$233.5K2026-10-14
Center for Financial Planning, Inc.
INCREASED5,0745,070+4+0%$1.6M$1.4M-$198.9K2026-10-26
PKO Investment Management Joint-Stock Co
UNCHANGED5,0005,00000%$1.6M$1.4M-$197.2K2026-10-19
Cullinan Associates Inc
DECREASED4,9565,780-824-14%$1.8M$1.4M-$454.9K2026-11-03
Confluence Wealth Services, Inc.
DECREASED4,9035,482-579-11%$1.7M$1.4M-$375.7K2026-11-05
Parsons Capital Management Inc
DECREASED4,8867,593-2,707-36%$2.4M$1.3M-$1.0M2026-10-28
Mattern Wealth Management LLC
DECREASED4,8844,889-50%$1.5M$1.3M-$194.2K2026-11-04
Sawyer & Company, Inc
DECREASED4,8784,953-75-2%$1.6M$1.3M-$216.1K2026-10-21
Curbstone Financial Management Corp
INCREASED4,8484,468+380+9%$1.4M$1.3M-$71.6K2026-10-21
Mill Capital Management, LLC
UNCHANGED4,8194,81900%$1.5M$1.3M-$190.1K2026-10-26
GAM Holding AG
DECREASED4,7255,141-416-8%$1.6M$1.3M-$317.4K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED4,6346,240-1,606-26%$2.0M$1.3M-$688.4K2026-10-07
Axxion S.A.
INCREASED4,6043,355+1,249+37%$1.1M$1.3M+$211.6K2026-10-22
Stackstone Wealth, LLC
NEW4,598—+4,598——$1.3M—2026-10-19
Union Bancaire Privee, UBP SA
UNCHANGED4,5924,59200%$1.5M$1.3M-$263.6K2026-11-04
Peddock Capital Advisors, LLC
INCREASED4,5624,401+161+4%$1.4M$1.3M-$129.4K2026-10-16
Hartline Investment Corp/
DECREASED4,5606,138-1,578-26%$1.9M$1.3M-$676.7K2026-10-29
Northstar Asset Management Co
DECREASED4,5605,020-460-9%$1.7M$1.4M-$300.8K2026-10-22
LBP AM SA
DECREASED4,558239,514-234,956-98%$75.4M$1.3M-$74.2M2026-11-06
Cordgrass Capital Advisors, LLC
DECREASED4,5544,621-67-1%$1.5M$1.3M-$200.7K2026-10-30
Journey Advisory Group, LLC
INCREASED4,5494,507+42+1%$1.4M$1.3M-$166.2K2026-11-04
Fruth Investment Management
DECREASED4,4054,450-45-1%$1.4K$1.2K-$1882026-10-13
Perigon Wealth Management, LLC
DECREASED4,3504,791-441-9%$1.5M$1.2M-$310.3K2026-10-22
Level Four Advisory Services, LLC
INCREASED4,3274,239+88+2%$1.3M$1.2M-$143.0K2026-11-06
AdvisorNet Financial, Inc
DECREASED4,3244,630-306-7%$1.5M$1.2M-$240.0K2026-10-15
Portfolio Design Labs, LLC
INCREASED4,3184,281+37+1%$1.3M$1.2M-$158.7K2026-11-04
Atlantic Edge Private Wealth Management, LLC
DECREASED4,2904,425-135-3%$1.4M$1.2M-$211.7K2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED4,2824,396-114-3%$1.4M$1.2M-$204.8K2026-10-15
Harbor Capital Advisors, Inc.
INCREASED4,2454,227+18+0%$1.3M$1.2K-$1.3M2026-10-22
NBT Bank, N.A.
DECREASED4,2155,048-833-16%$1.6M$1.2M-$428.5K2026-10-21
AA Financial Advisors, LLC
INCREASED4,2103,864+346+9%$1.2M$1.2M-$57.3K2026-10-19
Shelton Wealth Management, LLC
DECREASED4,1144,205-91-2%$1.3M$1.1M-$190.8K2026-10-16
Tectonic Advisors LLC
INCREASED4,1092,430+1,679+69%$765.1K$1.1M+$366.4K2026-10-22
Arwa LLC
INCREASED4,1043,915+189+5%$1.3M$1.2M-$137.2K2026-10-21
Vaughan David Investments LLC
UNCHANGED4,0754,07500%$1.3M$1.1K-$1.3M2026-11-05
Kaydan Wealth Management, Inc.
DECREASED4,0634,075-120%$1.3M$1.1M-$164.1K2026-10-08
Jacobi Capital Management LLC
INCREASED4,0463,884+162+4%$1.2M$1.1M-$108.4K2026-11-05
Fiduciary Alliance LLC
DECREASED4,0125,566-1,554-28%$1.8M$1.1M-$647.6K2026-10-13
C2c Wealth Management, LLC
UNCHANGED4,0004,00000%$1.3M$1.1M-$157.8K2026-10-20
Strong Retirement Solutions LLC
INCREASED3,9703,557+413+12%$1.1M$1.1M-$26.6K2026-10-07
Petros Family Wealth, LLC
INCREASED3,9563,643+313+9%$1.1M$1.1M-$57.5K2026-10-28
Sheets Smith Wealth Management
DECREASED3,9104,533-623-14%$1.4M$1.1M-$350.4K2026-10-16
Taylor Frigon Capital Management LLC
INCREASED3,9053,881+24+1%$1.2M$1.1M-$146.5K2026-10-23
Eastern Bank
INCREASED3,9013,879+22+1%$1.2M$1.1M-$147.0K2026-10-05
Profund Advisors LLC
DECREASED3,8993,935-36-1%$1.2M$1.1M-$165.1K2026-10-29
Ascentis Independent Advisors
NEW3,897—+3,897——$1.1M—2026-11-03
Salem Investment Counselors Inc
DECREASED3,8856,884-2,999-44%$2.2M$1.1M-$1.1M2026-10-13
AlphaCore Capital LLC
INCREASED3,8793,568+311+9%$1.1M$1.1M-$55.1K2026-11-04
First Affirmative Financial Network
NEW3,867—+3,867——$1.1M—2026-10-21
Trust Asset Management LLC
UNCHANGED3,8333,83300%$1.2M$1.1M-$151.2K2026-11-03
Brookstone Capital Management
DECREASED3,8223,993-171-4%$1.3M$1.1M-$204.4K2026-10-22
A. D. Beadell Investment Counsel, Inc.
UNCHANGED3,8203,82000%$1.2K$1.1K-$1512026-10-14
Fischer Financial Services, Inc.
DECREASED3,8084,621-813-18%$1.5M$1.0M-$406.1K2026-10-30
Bull Street Advisors, LLC
UNCHANGED3,8083,80800%$1.2M$1.0K-$1.2M2026-10-20
HMS Capital Management, LLC
DECREASED3,7713,781-100%$1.2M$1.0M-$151.8K2026-10-20
Greenwood Gearhart LLC
DECREASED3,7603,800-40-1%$1.2M$1.0M-$160.9K2026-11-02
Frank, Rimerman Advisors LLC
DECREASED3,7543,877-123-3%$1.2M$1.0M-$186.8K2026-10-16
Beaumont Financial Advisors, LLC
DECREASED3,7273,758-31-1%$1.2M$1.0M-$156.8K2026-10-22
SAX Wealth Advisors, LLC
DECREASED3,7223,815-93-2%$1.3M$1.0M-$228.5K2026-10-13
Oxler Private Wealth LLC
DECREASED3,7013,725-24-1%$1.2M$1.0M-$153.6K2026-10-21
Violich Capital Management, Inc.
UNCHANGED3,7003,70000%$1.2M$1.0M-$146.0K2026-10-05
TD Private Client Wealth LLC
DECREASED3,6846,596-2,912-44%$2.1M$1.0M-$1.1M2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED3,6593,65900%$1.2M$1.0M-$144.3K2026-10-28
Cypress Capital Group
DECREASED3,6574,793-1,136-24%$1.5M$1.0M-$501.9K2026-11-03
Value Partners Investments Inc.
NEW3,632—+3,632——$1.0M—2026-10-19
RVW Wealth, LLC
INCREASED3,5783,575+3+0%$1.1M$985.3K-$140.2K2026-10-06
Greenfield Seitz Capital Management, LLC
INCREASED3,5603,445+115+3%$1.1M$980.4K-$104.2K2026-10-29
Well Done, LLC
DECREASED3,5324,640-1,108-24%$1.5M$972.7K-$488.2K2026-10-20
Iams Wealth Management, LLC
INCREASED3,5313,006+525+17%$946.6K$972.6K+$26.0K2026-10-15
Pictet Bank & Trust Ltd
DECREASED3,5264,125-599-15%$1.3M$971.0K-$327.7K2026-10-21
Pine Haven Investment Counsel, Inc
UNCHANGED3,5143,51400%$1.1M$967.7K-$138.6K2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED3,5103,51000%$1.1M$966.6K-$138.5K2026-11-02
Union Savings Bank
INCREASED3,5033,393+110+3%$1.1M$964.6K-$103.6K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED3,455234+3,221+1377%$73.7K$951.5K+$877.8K2026-10-30
Ifrah Financial Services, Inc.
DECREASED3,4543,491-37-1%$1.1M$951.1K-$147.9K2026-10-13
Piscataqua Savings Bank
DECREASED3,4503,469-19-1%$1.1M$950.0K-$142.1K2026-10-21
Woodmont Investment Counsel LLC
INCREASED3,4473,302+145+4%$1.0M$949.3K-$90.3K2026-10-29
Zega Investments, LLC
DECREASED3,4233,441-18-1%$1.1M$942.7K-$140.7K2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED3,4053,529-124-4%$1.1M$937.8K-$173.3K2026-11-04
Define Financial, LLC
INCREASED3,4023,393+9+0%$1.1M$936.8K-$131.5K2026-10-14
Golden Reserve Retirement LLC
NEW3,382—+3,382——$931.2K—2026-11-02
Wedmont Private Capital
INCREASED3,3783,180+198+6%$1.0M$935.6K-$113.1K2026-10-09
Rockland Trust Co
INCREASED3,3653,329+36+1%$1.0M$926.7K-$121.4K2026-10-05
Dumont & Blake Investment Advisors LLC
DECREASED3,3543,371-170%$1.1M$923.7K-$137.7K2026-10-28
D.B. Root & Company, LLC
DECREASED3,3353,408-73-2%$1.1M$918.4K-$154.6K2026-11-04
Mascagni Wealth Management, Inc.
INCREASED3,3083,307+1+0%$1.0M$911.1K-$130.2K2026-10-23
Courier Capital LLC
DECREASED3,2794,378-1,099-25%$1.4M$903.0K-$475.5K2026-10-19
Alpine Bank Wealth Management
INCREASED3,2633,258+5+0%$1.0M$898.6K-$127.2K2026-10-16
Martin Capital Advisors, LLP
DECREASED3,2593,361-102-3%$1.1M$897.5K-$160.7K2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED3,2522,682+570+21%$844.3K$895.5K+$51.2K2026-10-30
CWA Asset Management Group, LLC
DECREASED3,2493,663-414-11%$1.2M$894.6K-$258.6K2026-10-19
Cigna Investments Inc
UNCHANGED3,2483,24800%$1.0M$894-$1.0M2026-10-19
Vestor Capital, LLC
INCREASED3,2381,142+2,096+184%$86$225+$1392026-11-04
Southern Michigan Bank & Trust
DECREASED3,2353,314-79-2%$1.0M$890.9K-$152.5K2026-10-19
Quadcap Wealth Management, LLC
DECREASED3,2323,684-452-12%$1.2M$890.1K-$269.8K2026-11-02
Independent Financial Group, LLC
INCREASED3,1932,998+195+7%$943.9K$879.3K-$64.6K2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED3,1613,16100%$995.2K$870.5K-$124.7K2026-10-27
Capital Investment Advisors, LLC
DECREASED3,1343,217-83-3%$1.0M$863.0K-$149.8K2026-10-22
Investment Partners Asset Management, Inc.
INCREASED3,1251,020+2,105+206%$321.1K$860.6K+$539.5K2026-10-09
PFW Advisors LLC
DECREASED3,1003,103-30%$976.9K$853.7K-$123.2K2026-10-07
Balefire, LLC
INCREASED3,0952,997+98+3%$943.6K$852.4K-$91.1K2026-10-09
S-Bank Fund Management Ltd
INCREASED3,0922,943+149+5%$926.6K$851.5K-$75.1K2026-11-06
Anchor Capital Advisors LLC
DECREASED3,0853,120-35-1%$982.3K$849.6K-$132.7K2026-11-05
Fire Capital Management LLC
NEW3,067—+3,067——$844.6K—2026-10-27
Skylands Capital, LLC
NEW3,050—+3,050——$839.9K—2026-10-21
Excalibur Management Corp
DECREASED3,0433,048-50%$959.6K$838.0K-$121.6K2026-11-02
Nations Financial Group Inc,
DECREASED3,0304,420-1,390-31%$1.4M$834.6K-$557.0K2026-11-05
Americana Partners, LLC
DECREASED3,0303,330-300-9%$1.0M$834.4K-$214.0K2026-10-28
River Street Advisors LLC
INCREASED3,0182,865+153+5%$902.0K$831.1K-$70.9K2026-10-22
Independent Investors Inc
UNCHANGED3,0003,00000%$944.5K$826.2K-$118.4K2026-10-30
Reflection Asset Management
DECREASED2,9903,862-872-23%$1.2M$823.4K-$392.5K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED2,9831,962+1,021+52%$617.7K$821.4K+$203.7K2026-11-04
GraniteShares Advisors LLC
DECREASED2,9433,070-127-4%$966.6K$810.5K-$156.1K2026-10-29
Members Wealth LLC
DECREASED2,9192,945-26-1%$927.2K$803.9K-$123.3K2026-10-20
Sagespring Wealth Partners, LLC
DECREASED2,8873,122-235-8%$983.0K$795.0K-$188.0K2026-10-22
Baxter Bros Inc
UNCHANGED2,8782,87800%$906.1K$792.6K-$113.5K2026-11-04
Bank of Stockton
DECREASED2,8763,107-231-7%$978.2K$792.0K-$186.2K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED2,8742,878-40%$906.1K$791.5K-$114.6K2026-10-26
StoneX Group Inc.
INCREASED2,8681,872+996+53%$591.1K$835.7K+$244.6K2026-11-03
Allen Capital Group, LLC
INCREASED2,8591,853+1,006+54%$583.4K$787.3K+$203.9K2026-10-27
Chilton Capital Management LLC
DECREASED2,8543,426-572-17%$1.1M$786.0K-$292.7K2026-10-28
Kintegral Advisory, LLC
INCREASED2,8442,828+16+1%$892.9K$785.7K-$107.1K2026-10-16
Natural Investments, LLC
INCREASED2,8352,789+46+2%$878.0K$780.8K-$97.2K2026-11-06
Lakeshore Capital Group, Inc.
INCREASED2,8092,535+274+11%$798.1K$773.4K-$24.7K2026-10-20
Canopy Partners, LLC
INCREASED2,7922,136+656+31%$672.5K$768.9K+$96.4K2026-10-28
Aviance Capital Partners, LLC
DECREASED2,7792,794-15-1%$879.7K$765.3K-$114.4K2026-10-29
New England Research & Management, Inc.
DECREASED2,7756,455-3,680-57%$2.0M$764.2K-$1.3M2026-10-16
Sculati Wealth Management, LLC
DECREASED2,7662,801-35-1%$896.0K$781.7K-$114.3K2026-10-19
Sterling Investment Counsel, LLC
INCREASED2,7482,607+141+5%$820.8K$756.8K-$64.0K2026-10-19
Cassaday & Co Wealth Management LLC
DECREASED2,7262,729-30%$859.2K$750.7K-$108.5K2026-10-27
Forbes J M & Co LLP
UNCHANGED2,7242,72400%$857.6K$750.2K-$107.5K2026-10-16
Miller Financial Services LLC
INCREASED2,7202,414+306+13%$760.0K$749.1K-$11.0K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED2,7173,161-444-14%$995.2K$748.2K-$247.0K2026-10-30
Rinkey Investments
UNCHANGED2,7122,71200%$853.8K$746.9K-$107.0K2026-10-28
Accretive Wealth Partners, LLC
UNCHANGED2,7102,71000%$853.2K$746.3K-$106.9K2026-11-06
Great Diamond Partners, LLC
DECREASED2,6882,704-16-1%$851.3K$740.2K-$111.1K2026-10-13
Integrated Advisors Network LLC
DECREASED2,6853,125-440-14%$983.8K$739.4K-$244.4K2026-10-20
Indiana Trust & Investment Management Co
DECREASED2,6753,300-625-19%$1.0M$736.7K-$302.3K2026-10-22
Fulcrum Asset Management LLP
NEW2,644—+2,644——$737.1K—2026-11-04
Uhlmann Price Securities, LLC
INCREASED2,6201,104+1,516+137%$347.6K$721.7K+$374.0K2026-11-03
Mechanics Financial Corp
INCREASED2,5902,570+20+1%$809.1K$713.3K-$95.9K2026-11-05
Csenge Advisory Group
DECREASED2,5562,677-121-5%$842.9K$703.9K-$139.0K2026-11-04
Legacy Bridge, LLC
DECREASED2,5552,691-136-5%$847.2K$703.6K-$143.6K2026-10-28
NovaPoint Capital, LLC
UNCHANGED2,5442,54400%$800.9K$700.6K-$100.4K2026-10-22
Eagle Harbor Asset Management Inc
INCREASED2,5351,304+1,231+94%$410.6K$698.1K+$287.6K2026-10-21
Barlow Wealth Partners, LLC
DECREASED2,5352,556-21-1%$835.4K$705.2K-$130.2K2026-10-15
Everhart Financial Group, Inc.
DECREASED2,5343,368-834-25%$1.1M$697.8K-$362.5K2026-10-08
Peachtree Investment Partners, LLC
DECREASED2,5302,692-162-6%$847.4K$696.8K-$150.6K2026-11-05
71 West Capital Partners
INCREASED2,5062,228+278+12%$701.5K$690.1K-$11.3K2026-11-04
Alta Advisers Ltd
INCREASED2,4861,331+1,155+87%$419.1K$684.6K+$265.6K2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED2,4792,739-260-9%$862.4K$682.7K-$179.7K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED2,4672,598-131-5%$818.0K$679.4K-$138.6K2026-11-04
Heritage Wealth Management, Inc.
INCREASED2,4572,447+10+0%$770.5K$676.7K-$93.8K2026-10-27
XML Financial, LLC
INCREASED2,4512,342+109+5%$737.4K$675.0K-$62.4K2026-10-29
1834 Investment Advisors Co
INCREASED2,4482,175+273+13%$684.7K$674.1K-$10.6K2026-10-16
Principle Wealth Partners LLC
INCREASED2,4462,348+98+4%$739.1K$673.7K-$65.4K2026-11-02
Valmark Advisers, Inc.
DECREASED2,4372,445-80%$769.7K$671.2K-$98.6K2026-11-06
Integral Investment Advisors, Inc.
UNCHANGED2,4362,43600%$766.8K$670.7K-$96.1K2026-11-03
PPS&V Asset Management Consultants, Inc.
INCREASED2,4322,415+17+1%$760.5K$669.7K-$90.8K2026-10-06
Patrick M Sweeney & Associates, Inc
INCREASED2,4272,409+18+1%$758.4K$668.4K-$90.0K2026-10-22
Seelaus Asset Management LLC
DECREASED2,4252,695-270-10%$848.5K$667.8K-$180.7K2026-10-14
Blue Water Asset Management
DECREASED2,4212,649-228-9%$834.1K$666.8K-$167.3K2026-11-04
Old Mission Investment Co LLC
UNCHANGED2,4192,41900%$763.7K$668.3K-$95.4K2026-10-22
Lineweaver Wealth Advisors, LLC
DECREASED2,4072,528-121-5%$796.0K$662.9K-$133.1K2026-10-13
Howard Capital Management, LLC
DECREASED2,3912,417-26-1%$761.0K$658.5K-$102.5K2026-10-16
Carrera Capital Advisors
INCREASED2,3852,381+4+0%$751.7K$658.8K-$92.8K2026-11-03
Andrews Advisory Associates, LLC
INCREASED2,3732,307+66+3%$726.5K$653.5K-$72.9K2026-10-15
Tred Avon Family Wealth, LLC
DECREASED2,3682,381-13-1%$749.6K$652.1K-$97.5K2026-10-20
Neville Rodie & Shaw Inc
DECREASED2,3662,426-60-2%$764$652-$1122026-10-05
Franklin Street Advisors Inc
DECREASED2,3572,372-15-1%$746.8K$649.1K-$97.7K2026-10-13
Moneco Advisors, LLC
INCREASED2,3532,074+279+13%$653.0K$647.9K-$5.1K2026-11-05
Garner Asset Management Corp
DECREASED2,3512,459-108-4%$774.1K$719.8K-$54.3K2026-10-30
Global Assets Advisory, LLC
DECREASED2,3482,606-258-10%$808.2K$666.7K-$141.5K2026-10-28
Great Lakes Advisors, LLC
DECREASED2,3452,579-234-9%$812.1K$645.9K-$166.2K2026-11-06
GC Wealth Management RIA, LLC
INCREASED2,3402,122+218+10%$667.9K$644.6K-$23.4K2026-11-02
Physicians Financial Services, Inc.
DECREASED2,3212,371-50-2%$746.0K$639-$745.4K2026-11-04
Integrity Alliance, Llc.
INCREASED2,3132,017+296+15%$635.0K$637.0K+$1.9K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED2,2852,229+56+3%$701.7K$629.2K-$72.6K2026-10-23
Pictet North America Advisors SA
NEW2,268—+2,268——$624.6K—2026-10-21
Sanders Morris Harris LLC
NEW2,266—+2,266——$624.0K—2026-10-14
Cypress Wealth Services, LLC
INCREASED2,2542,108+146+7%$663.7K$627.2K-$36.5K2026-10-21
apricus wealth, LLC
UNCHANGED2,2502,25000%$708.4K$619.6K-$88.8K2026-10-26
Simplify Asset Management Inc.
DECREASED2,2442,250-60%$708.4K$618.0K-$90.4K2026-10-27
Financial Security Advisor, Inc.
DECREASED2,2432,263-20-1%$714.4K$619.6K-$94.8K2026-11-03
Adirondack Trust Co
DECREASED2,2333,268-1,035-32%$1.0M$614.9K-$413.9K2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED2,2172,215+2+0%$697.4K$610.6K-$86.7K2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED2,2092,213-40%$696.7K$608.3K-$88.4K2026-11-02
Cidel Asset Management Inc
INCREASED2,2032,080+123+6%$654.9K$606.7K-$48.2K2026-10-29
Channel Wealth LLC
INCREASED2,2022,193+9+0%$690.4K$606.3K-$84.1K2026-11-06
Verum Partners LLC
DECREASED2,1992,238-39-2%$704.5K$605.5K-$99.0K2026-10-21
Provident Investment Management, Inc.
INCREASED2,1862,140+46+2%$673.8K$602.0K-$71.8K2026-10-23
Malaga Cove Capital, LLC
NEW2,185—+2,185——$601.7K—2026-10-23
Cape Investment Advisory, Inc.
DECREASED2,1782,490-312-13%$784.0K$599.8K-$184.2K2026-10-13
Occidental Asset Management, LLC
DECREASED2,1552,287-132-6%$720.0K$593.5K-$126.6K2026-11-05
Teza Capital Management LLC
INCREASED2,1371,164+973+84%$366.5K$588.5K+$222.0K2026-10-23
Antonelli Financial Advisors, LLC
UNCHANGED2,1282,12800%$670.0K$586.0K-$84.0K2026-10-13
Western Reserve Capital Management, LLC
UNCHANGED2,1262,12600%$669.4K$585.5K-$83.9K2026-10-14
Earned Wealth Advisors, LLC
DECREASED2,1162,163-47-2%$680.9K$582.8K-$98.1K2026-11-06
Naples Global Advisors, LLC
INCREASED2,1152,040+75+4%$644.1K$584.3K-$59.8K2026-11-05
TritonPoint Partners, LLC
DECREASED2,0953,541-1,446-41%$1.1M$578.8K-$539.0K2026-11-05
Invera Wealth Advisors, LLC
INCREASED2,0871,212+875+72%$381.6K$574.7K+$193.2K2026-10-28
Alhambra Investment Management LLC
INCREASED2,0721,939+133+7%$610.5K$570.7K-$39.8K2026-10-15
Trueblood Wealth Management, LLC
DECREASED2,0713,088-1,017-33%$972.1K$570.3K-$401.9K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED2,0641,597+467+29%$503.8K$568.5K+$64.7K2026-10-13
Hemming& Wealth Management, Inc.
DECREASED2,0562,206-150-7%$696.3K$567.9K-$128.4K2026-10-20
MQS Management LLC
NEW2,045—+2,045——$563.2K—2026-11-06
Instrumental Wealth, LLC
INCREASED2,0321,649+383+23%$519.1K$559.6K+$40.5K2026-10-20
Breakwater Capital Group
UNCHANGED2,0252,02500%$637.6K$557.7K-$79.9K2026-10-09
Coastline Trust Co
DECREASED2,0232,353-330-14%$740.8K$557.1K-$183.7K2026-10-01
PDS Planning, Inc
DECREASED2,0202,242-222-10%$706.0K$556.4K-$149.6K2026-11-03
Premier Path Wealth Partners, LLC
INCREASED2,0022,001+1+0%$629.9K$551.3K-$78.7K2026-10-16
Lazard Freres Gestion S.A.S.
UNCHANGED2,0002,00000%$629.0K$550-$628.5K2026-11-03
Meridian Wealth Management, LLC
INCREASED1,9961,943+53+3%$611.7K$549.7K-$62.1K2026-11-05
Syntax Research, Inc.
DECREASED1,9901,991-10%$626.8K$548.1K-$78.8K2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED1,9861,973+13+1%$621.2K$546.9K-$74.3K2026-10-16
IFP Advisors, Inc
DECREASED1,9752,537-562-22%$798.7K$543.9K-$254.9K2026-10-16
Soltis Investment Advisors LLC
DECREASED1,9742,286-312-14%$719.8K$543.6K-$176.3K2026-10-28
Krilogy Financial LLC
DECREASED1,9672,019-52-3%$635.6K$556.0K-$79.7K2026-10-13
Warm Springs Advisors Inc.
UNCHANGED1,9581,95800%$616.5K$539.2K-$77.2K2026-10-28
Claro Advisors Inc.
DECREASED1,9502,075-125-6%$653.3K$537.0K-$116.3K2026-11-02
Hoxton Planning & Management, LLC
DECREASED1,9431,973-30-2%$621.2K$535.1K-$86.1K2026-10-15
Intrua Financial, LLC
INCREASED1,9391,896+43+2%$596.9K$534.1K-$62.9K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED1,9301,497+433+29%$471.3K$531.5K+$60.2K2026-10-23
CenterBook Partners LP
INCREASED1,928840+1,088+130%$264.5K$531.0K+$266.5K2026-11-02
Mendel Money Management
DECREASED1,9192,023-104-5%$636.9K$528.5K-$108.4K2026-11-02
Evermay Wealth Management LLC
DECREASED1,9181,958-40-2%$618.0K$529.7K-$88.3K2026-11-05
Archer Investment Corp
UNCHANGED1,9151,91500%$602.9K$527.4K-$75.5K2026-11-05
Tritonpoint Wealth, LLC
DECREASED1,9092,321-412-18%$730.6K$525.6K-$205.0K2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED1,9003,100-1,200-39%$976.0K$523.2K-$452.8K2026-11-04
Adelphi Trust Co
DECREASED1,8992,442-543-22%$768.8K$523.0K-$245.9K2026-10-05
Montis Financial, LLC
DECREASED1,8942,063-169-8%$649.5K$521.6K-$127.9K2026-11-04
AUA Capital Management, LLC
UNCHANGED1,8881,88800%$594.4K$519.9K-$74.5K2026-10-15
Deroy & Devereaux Private Investment Counsel Inc
DECREASED1,8801,930-50-3%$608.0K$518-$607.5K2026-10-26
New Hampshire Trust
DECREASED1,8672,014-147-7%$634.1K$514.2K-$119.9K2026-10-20
Ticino Wealth
DECREASED1,8591,959-100-5%$616.8K$512.0K-$104.8K2026-10-13
Ellis Investment Partners, LLC
DECREASED1,8561,857-10%$584.7K$511.2K-$73.5K2026-10-21
FSM Wealth Advisors, LLC
INCREASED1,8521,259+593+47%$396.4K$512.8K+$116.4K2026-10-27
HUB Investment Partners, LLC
DECREASED1,8401,859-19-1%$585.2K$506.8K-$78.4K2026-11-03
Black Diamond Financial, LLC
UNCHANGED1,8231,82300%$574.0K$502.0K-$71.9K2026-10-26
Unique Wealth, LLC
DECREASED1,8132,196-383-17%$691.4K$499.3K-$192.1K2026-10-16
Cornerstone Wealth Group, LLC
DECREASED1,8061,966-160-8%$619.1K$497.4K-$121.8K2026-11-02
Biltmore Family Office, LLC
INCREASED1,8031,776+27+2%$560.7K$498.1K-$62.6K2026-11-03
Millennium Capital Advisors, LLC
DECREASED1,8001,859-59-3%$585.3K$495.7K-$89.6K2026-10-16
Baron Wealth Management LLC
INCREASED1,7961,658+138+8%$521.9K$494.5K-$27.3K2026-10-27
Gryphon Financial Partners LLC
DECREASED1,7841,906-122-6%$600.1K$491.3K-$108.8K2026-11-04
Asahi Life Asset Management Co., Ltd.
NEW1,781—+1,781——$490.5K—2026-11-06
Lincoln Capital LLC
UNCHANGED1,7801,78000%$560.4K$492.2K-$68.3K2026-10-09
Angeles Wealth Management, LLC
DECREASED1,7792,604-825-32%$822.1K$491.5K-$330.6K2026-10-26
Univest Financial Corp
DECREASED1,7731,844-71-4%$580.4K$488.4K-$92.1K2026-11-05
Canvas Wealth Advisors, LLC
DECREASED1,7641,838-74-4%$578.7K$549.9K-$28.7K2026-11-02
Live Oak Private Wealth LLC
DECREASED1,7621,792-30-2%$564.2K$485.2K-$79.0K2026-11-02
Bdfs Capital LLC
INCREASED1,7611,756+5+0%$552.7K$485.0K-$67.7K2026-10-14
Ledyard National Bank
DECREASED1,7551,814-59-3%$571.1K$483.3K-$87.8K2026-10-21
IMPACTfolio, LLC
UNCHANGED1,7541,75400%$552.2K$483.0K-$69.2K2026-10-28
TBH Global Asset Management, LLC
UNCHANGED1,7501,75000%$551.0K$482.0K-$69.0K2026-11-03
First Interstate Bank
UNCHANGED1,7471,74700%$550.0K$481.1K-$68.9K2026-10-23
Kelleher Financial Advisors
DECREASED1,7403,960-2,220-56%$1.2M$479.1K-$767.6K2026-10-30
Sowell Financial Services LLC
INCREASED1,7301,316+414+31%$414.4K$476.3K+$61.9K2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED1,7213,108-1,387-45%$978.4K$473.9K-$504.5K2026-10-14
HF Advisory Group, LLC
INCREASED1,7211,717+4+0%$540.7K$473.9K-$66.8K2026-10-09
BankPlus Trust Department
UNCHANGED1,7031,70300%$536.2K$469.0K-$67.2K2026-11-06
Values Added Financial LLC
DECREASED1,7021,774-72-4%$558.5K$468.7K-$89.8K2026-10-28
Schwartz Investment Counsel Inc
UNCHANGED1,7001,70000%$535.2K$468.2K-$67.1K2026-10-26
ARQ Wealth Advisors, LLC
UNCHANGED1,7001,70000%$525.7K$468.2K-$57.5K2026-10-29
Harel Insurance Investments & Financial Services Ltd.
NEW1,699—+1,699——$469—2026-11-02
Manchester Capital Management LLC
DECREASED1,6892,954-1,265-43%$930.0K$465.1K-$464.9K2026-10-22
Decker Wealth Management LLC
INCREASED1,6871,570+117+7%$494.3K$464.6K-$29.7K2026-10-09
Burton Enright Welch
DECREASED1,6851,734-49-3%$545.8K$463.9K-$81.9K2026-11-04
Annex Advisory Services, LLC
INCREASED1,6831,671+12+1%$526.2K$463.5K-$62.7K2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED1,6831,68300%$530.0K$463.6K-$66.4K2026-11-06
SevenBridge Financial Group, LLC
DECREASED1,6827,937-6,255-79%$2.7M$512.0K-$2.2M2026-10-26
Opal Wealth Advisors, LLC
DECREASED1,6751,827-152-8%$575.2K$461.3K-$113.9K2026-10-16
Gilpin Wealth Management, LLC
DECREASED1,6711,675-40%$527.5K$460.3K-$67.2K2026-10-09
International Assets Investment Management, LLC
INCREASED1,6661,631+35+2%$511.0K$454.7K-$56.4K2026-11-02
Clear Creek Financial Management, LLC
DECREASED1,6611,718-57-3%$540.9K$457.4K-$83.5K2026-10-28
Impact Capital Partners LLC
DECREASED1,6561,736-80-5%$546.6K$456.0K-$90.5K2026-10-22
Sava Infond d.o.o.
DECREASED1,6502,150-500-23%$676.9K$454.4K-$222.5K2026-10-28
Ballast, Inc.
UNCHANGED1,6431,64300%$517.3K$452.5K-$64.8K2026-10-20
Montecito Bank & Trust
DECREASED1,6321,637-50%$515.4K$449.4K-$66.0K2026-10-01
Buttonwood Financial Advisors Inc.
INCREASED1,6211,620+1+0%$510.0K$446.4K-$63.6K2026-10-13
Koshinski Asset Management, Inc.
DECREASED1,6181,769-151-9%$557.1K$445.5K-$111.6K2026-10-29
KCM Investment Advisors LLC
DECREASED1,6161,676-60-4%$527.7K$445.1K-$82.6K2026-10-27
Catalyst Financial Partners LLC
DECREASED1,6101,904-294-15%$599.5K$443.4K-$156.1K2026-11-06
Sterling Capital Management LLC
INCREASED1,6051,474+131+9%$464.1K$442.0K-$22.1K2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED1,6021,618-16-1%$509.4K$441.2K-$68.2K2026-11-05
TrustBank
DECREASED1,6011,616-15-1%$508.8K$440.9K-$67.9K2026-10-20
Zions Bancorporation, National Association
DECREASED1,5982,117-519-25%$666.5K$440.1K-$226.4K2026-11-06
Churchill Financial Advisors, LLC
UNCHANGED1,5861,58600%$499.3K$436.8K-$62.6K2026-10-20
Gateway Investment Advisers LLC
INCREASED1,5791,365+214+16%$429.8K$435.0K+$5.2K2026-10-13
Grey Ledge Advisors, LLC
DECREASED1,5751,711-136-8%$538.7K$433.9K-$104.8K2026-11-02
First Horizon Corp
DECREASED1,5731,684-111-7%$530.2K$433.2K-$97.0K2026-10-26
Bond & Devick Financial Network, Inc.
INCREASED1,5721,547+25+2%$487.1K$432.9K-$54.1K2026-10-23
Curated Wealth Partners LLC
NEW1,570—+1,570——$432.4K—2026-10-15
Avantax Planning Partners, Inc.
DECREASED1,5681,995-427-21%$628.0K$431.8K-$196.3K2026-11-03
Conning Inc.
UNCHANGED1,5601,56000%$491.2K$429.6K-$61.5K2026-10-27
Creative Financial Designs Inc
INCREASED1,556285+1,271+446%$89.6K$428.5K+$338.9K2026-11-04
BIP Wealth, LLC
DECREASED1,5551,594-39-2%$501.9K$428.2K-$73.6K2026-10-22
Milestones Private Investment Advisors LLC
UNCHANGED1,5441,54400%$486.1K$425.2K-$60.9K2026-10-19
Kornitzer Capital Management Inc
DECREASED1,5423,836-2,294-60%$1.2M$424.7K-$783.1K2026-11-03
Missouri Trust & Investment Co
UNCHANGED1,5341,53400%$499.6K$422.4K-$77.2K2026-11-04
Tannin Capital LLC
INCREASED1,5301,375+155+11%$432.9K$421.3K-$11.6K2026-11-05
Secure Asset Management, LLC
INCREASED1,5261,383+143+10%$435.4K$420.3K-$15.1K2026-10-19
Aprio Wealth Management, LLC
INCREASED1,5191,319+200+15%$415.4K$418.2K+$2.8K2026-10-28
Cushing Capital Partners, LLC
INCREASED1,5171,335+182+14%$420.5K$417.9K-$2.6K2026-10-20
NBH Bank
INCREASED1,5161,474+42+3%$464.1K$417.5K-$46.6K2026-11-05
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,5152,515-1,000-40%$793.7K$417.2K-$376.5K2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED1,5151,615-100-6%$508.4K$417.2K-$91.2K2026-10-08
KPP Advisory Services LLC
INCREASED1,5121,368+144+11%$430.6K$416.4K-$14.2K2026-10-26
Sachem Hill LLC
DECREASED1,5081,687-179-11%$531.1K$415.3K-$115.8K2026-10-14
RFG Advisory, LLC
INCREASED1,5081,443+65+5%$454.4K$415.4K-$39.1K2026-11-03
NWF Advisory Services Inc.
INCREASED1,5021,472+30+2%$463.4K$413.6K-$49.8K2026-10-19
Guyasuta Investment Advisors Inc
DECREASED1,5011,531-30-2%$482.0K$413.4K-$68.7K2026-10-15
Lecap Asset Management LTD
NEW1,500—+1,500——$413.1K—2026-10-27
Centerpoint Advisors, LLC
UNCHANGED1,5001,50000%$472.0K$413-$471.6K2026-11-05
Voisard Asset Management Group, Inc.
INCREASED1,4961,016+480+47%$319.9K$412.0K+$92.1K2026-10-13
Plan A Wealth LLC
INCREASED1,4901,441+49+3%$453.7K$410.4K-$43.4K2026-10-08
MBL Wealth, LLC
DECREASED1,4751,801-326-18%$567.0K$406.2K-$160.8K2026-10-22
Investment Research Partners LLC
DECREASED1,4731,486-13-1%$467.9K$405.7K-$62.2K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED1,471643+828+129%$203.1K$406.5K+$203.4K2026-10-16
Ipswich Investment Management Co., Inc.
UNCHANGED1,4701,47000%$462.8K$404.8K-$58.0K2026-10-13
Kuhn & Co Investment Counsel
INCREASED1,4641,461+3+0%$460.0K$403.2K-$56.8K2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED1,4601,543-83-5%$485.7K$402.1K-$83.7K2026-10-26
Atlas Wealth Partners, LLC
UNCHANGED1,4501,45000%$457.8K$400.6K-$57.2K2026-11-03
Keating Investment Counselors Inc
UNCHANGED1,4501,45000%$456.5K$399.3K-$57.2K2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED1,4451,395+50+4%$439.0K$398-$438.6K2026-10-19
Strategy Asset Managers LLC
INCREASED1,4391,384+55+4%$435.9K$396.2K-$39.7K2026-10-14
Symmetry Partners, LLC
DECREASED1,4321,692-260-15%$532.8K$394.4K-$138.4K2026-10-27
KFG Wealth Management, LLC
DECREASED1,4271,737-310-18%$546.8K$392.9K-$153.9K2026-10-16
Marathon Capital Management
INCREASED1,4221,273+149+12%$400.8K$391.6K-$9.2K2026-10-23
ARK & TLK Investments, LLC
UNCHANGED1,4211,42100%$447.4K$391.3K-$56.1K2026-10-20
Avestar Capital, LLC
DECREASED1,4161,957-541-28%$616.2K$390.0K-$226.3K2026-10-28
Goelzer Investment Management, Inc.
DECREASED1,4071,454-47-3%$457.9K$387.5K-$70.5K2026-10-16
Washington Trust Bank
INCREASED1,4041,402+2+0%$441.4K$386.6K-$54.8K2026-11-03
BXM Wealth LLC
UNCHANGED1,4031,40300%$441.7K$386.4K-$55.3K2026-11-03
Autumn Glory Partners, LLC
DECREASED1,4011,404-30%$442.0K$385.8K-$56.2K2026-10-26
SS&H Financial Advisors, Inc.
UNCHANGED1,4001,40000%$441.0K$386-$440.6K2026-10-28
United Community Bank
DECREASED1,3991,425-26-2%$448.6K$385.3K-$63.4K2026-10-28
Edgemoor Investment Advisors, Inc.
INCREASED1,3931,390+3+0%$437.6K$383.6K-$54.0K2026-11-03
MCF Advisors LLC
INCREASED1,3881,373+15+1%$433.3K$383.3K-$50.0K2026-10-28
Kwmg, LLC
DECREASED1,3861,436-50-3%$452.2K$381.6K-$70.5K2026-10-07
Stablepoint Partners, LLC
DECREASED1,3851,399-14-1%$440.5K$381.4K-$59.0K2026-11-03
Perryman Financial Advisory Inc
INCREASED1,3761,355+21+2%$426.5K$378.9K-$47.6K2026-10-16
RIA Advisory Group LLC
DECREASED1,3731,453-80-6%$457.6K$378.0K-$79.6K2026-10-15
Retirement Planning Group, LLC
DECREASED1,3722,190-818-37%$689.5K$377.8K-$311.7K2026-10-19
Founders Financial Securities LLC
DECREASED1,3703,100-1,730-56%$976.1K$377.2K-$599.0K2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED1,3661,36600%$430.1K$430.1K$02026-10-13
William Mack & Associates, Inc.
UNCHANGED1,3641,36400%$429.4K$375.6K-$53.8K2026-10-27
Foguth Wealth Management, Llc.
INCREASED1,3571,306+51+4%$416.8K$400.0K-$16.8K2026-10-19
Vest Financial, LLC
INCREASED1,3531,204+149+12%$379.1K$372.6K-$6.5K2026-10-21
Midwest Capital Advisors, LLC
INCREASED1,3451,052+293+28%$331.3K$370.5K+$39.2K2026-11-04
Bourgeon Capital Management LLC
INCREASED1,3401,335+5+0%$420.3K$369.0K-$51.3K2026-10-19
Connecticut Wealth Management, LLC
DECREASED1,3351,342-7-1%$422.5K$367.6K-$54.9K2026-10-13
Gould Asset Management LLC
DECREASED1,3341,499-165-11%$471.9K$367.4K-$104.6K2026-11-06
Advisor OS, LLC
DECREASED1,3331,664-331-20%$523.7K$367.0K-$156.6K2026-11-03
Stockman Wealth Management, Inc.
UNCHANGED1,3251,32500%$417.2K$364.9K-$52.3K2026-10-27
Tobam
INCREASED1,298791+507+64%$249.0K$357-$248.6K2026-11-03
Greenfield Savings Bank
UNCHANGED1,2981,29800%$408.7K$357.5K-$51.2K2026-10-07
Davidson Investment Advisors
UNCHANGED1,2961,29600%$408.0K$356.9K-$51.1K2026-10-20
Globalt Investments LLC / GA
DECREASED1,2951,666-371-22%$524.5K$356.6K-$167.9K2026-10-27
Foresight Capital Management Advisors, Inc.
DECREASED1,2943,895-2,601-67%$1.2M$356.4K-$869.8K2026-10-27
Klingman & Associates, LLC
DECREASED1,2921,340-48-4%$421.9K$355.8K-$66.1K2026-10-20
Weaver Capital Management LLC
DECREASED1,2862,809-1,523-54%$923.0K$354.2K-$568.9K2026-10-15
Parkside Financial Bank & Trust
INCREASED1,2841,169+115+10%$368.0K$353.6K-$14.4K2026-10-27
Integrity Advisory Solutions, LLC
INCREASED1,2821,034+248+24%$325.7K$353.2K+$27.5K2026-10-29
Regatta Capital Group, LLC
DECREASED1,2791,284-50%$404.4K$352.2K-$52.1K2026-10-23
Joel Isaacson & Co., LLC
INCREASED1,2761,272+4+0%$400.5K$351.4K-$49.1K2026-11-05
Victrix Investment Advisors
UNCHANGED1,2751,27500%$401.4K$351.1K-$50.3K2026-10-13
R Squared Ltd
NEW1,273—+1,273——$350.6K—2026-11-06
Gill Capital Partners, LLC
UNCHANGED1,2531,25300%$394.5K$345.1K-$49.4K2026-10-13
Trust Co of Toledo NA
DECREASED1,2501,350-100-7%$425.0K$344.2K-$80.8K2026-10-16
First Heartland Consultants, Inc.
INCREASED1,2391,157+82+7%$364.3K$341.2K-$23.1K2026-10-08
Phoenix Wealth Advisors
DECREASED1,2351,245-10-1%$392.0K$340.1K-$51.9K2026-11-03
SBI Securities Co., Ltd.
INCREASED1,2301,201+29+2%$378.1K$338.7K-$39.4K2026-10-22
Elser Financial Planning, Inc
DECREASED1,2291,236-7-1%$389.1K$338.5K-$50.7K2026-10-16
Stiles Financial Services Inc
DECREASED1,2191,230-11-1%$387.2K$335.8K-$51.4K2026-10-30
Enclave Advisors LLC
DECREASED1,2021,229-27-2%$386.9K$331.0K-$55.9K2026-10-14
SmartHarvest Portfolios, LLC
DECREASED1,2011,413-212-15%$444.9K$330.7K-$114.2K2026-10-26
Riverbridge Partners LLC
UNCHANGED1,2001,20000%$377.8K$330.5K-$47.3K2026-11-05
Patriot Financial Group Insurance Agency, LLC
DECREASED1,1951,228-33-3%$386.7K$329.1K-$57.5K2026-10-14
Wolff Wiese Magana LLC
DECREASED1,1931,378-185-13%$433.9K$328.5K-$105.3K2026-10-15
Focused Wealth Management, Inc
INCREASED1,191927+264+28%$291.8K$327.9K+$36.1K2026-10-30
Stillwater Wealth Management Group
DECREASED1,1907,547-6,357-84%$2.4M$327.7K-$2.0M2026-10-21
Centennial Wealth Advisory LLC
DECREASED1,1871,190-30%$374.7K$326.9K-$47.8K2026-10-16
Meridian Financial Advisors, LLC
UNCHANGED1,1831,18300%$372.5K$325.8K-$46.7K2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED1,1811,144+37+3%$361.1K$326.2K-$34.9K2026-11-03
SYM Financial Corp
DECREASED1,1771,530-353-23%$481.7K$324.1K-$157.6K2026-10-26
Verde Capital Management
INCREASED1,1761,172+4+0%$369.3K$323.9K-$45.4K2026-10-28
Romano Brothers and Company
UNCHANGED1,1731,17300%$369.3K$323.0K-$46.3K2026-10-22
LVW Advisors, LLC
DECREASED1,1661,357-191-14%$427.2K$321.0K-$106.1K2026-10-19
Accurate Wealth Management, LLC
DECREASED1,1632,587-1,424-55%$851.5K$328.5K-$523.0K2026-10-20
Richardson Financial Services Inc.
DECREASED1,1631,171-8-1%$368.7K$320.3K-$48.4K2026-10-30
Gen-Wealth Partners Inc
DECREASED1,1581,235-77-6%$388.9K$318.9K-$69.9K2026-11-04
Marathon Strategic Advisors, LLC
UNCHANGED1,1541,15400%$363.3K$317.8K-$45.5K2026-10-20
TopTier Wealth Management, LLC
INCREASED1,1521,059+93+9%$333.5K$317.3K-$16.2K2026-10-16
Burke & Herbert Bank & Trust Co
UNCHANGED1,1501,15000%$362.1K$316.7K-$45.4K2026-11-02
Mindset Wealth Management, LLC
UNCHANGED1,1501,15000%$362.1K$316.7K-$45.4K2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED1,1501,15000%$363.1K$317.7K-$45.4K2026-10-09
Kathmere Capital Management, LLC
INCREASED1,1471,078+69+6%$339.5K$315.8K-$23.8K2026-10-20
Schwallier Wealth Management LLC
DECREASED1,1451,146-10%$360.7K$315.3K-$45.5K2026-11-05
IVC Wealth Advisors LLC
DECREASED1,1341,421-287-20%$447.3K$312.4K-$134.9K2026-10-23
Augustine Asset Management Inc
INCREASED1,133777+356+46%$244.6K$312.1K+$67.5K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED1,1231,644-521-32%$517.6K$309.3K-$208.3K2026-10-16
Onyx Financial Advisors, LLC
INCREASED1,1181,115+3+0%$351.1K$307.9K-$43.2K2026-10-21
Cornerstone Wealth Management, LLC
NEW1,117—+1,117——$307.7K—2026-11-04
Brookmont Capital Management
INCREASED1,1121,038+74+7%$326.8K$306.3K-$20.5K2026-10-23
Advisory Resource Group
UNCHANGED1,1051,10500%$347.9K$304.3K-$43.6K2026-10-26
RTD Financial Advisors, Inc.
UNCHANGED1,0921,09200%$343.8K$300.7K-$43.1K2026-10-09
Cove Private Wealth, LLC
INCREASED1,087817+270+33%$257.2K$299.3K+$42.1K2026-10-28
Advisory Advocates, LLC
DECREASED1,0721,152-80-7%$362.7K$295.1K-$67.6K2026-11-05
Cynosure Group, LLC
NEW1,071—+1,071——$294.9K—2026-11-03
HBK Sorce Advisory LLC
DECREASED1,0621,291-229-18%$435.1K$355.9K-$79.3K2026-11-06
North Forty Two & Co.
UNCHANGED1,0621,06200%$334.4K$292.5K-$41.9K2026-10-19
Proathlete Wealth Management LLC
INCREASED1,0611,033+28+3%$325.5K$292.6K-$32.9K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,0601,042+18+2%$328.1K$291.9K-$36.2K2026-10-27
Bell Bank
INCREASED1,0521,017+35+3%$320.2K$289.7K-$30.5K2026-10-21
Wealth Group, Ltd.
DECREASED1,0462,371-1,325-56%$746.0K$288-$745.7K2026-10-30
Revolve Wealth Partners, LLC
INCREASED1,0411,015+26+3%$319.6K$286.7K-$32.9K2026-10-23
Cane Capital Partners, LLC
NEW1,036—+1,036——$285.3K—2026-10-23
Hurlow Wealth Management Group, Inc.
UNCHANGED1,0361,03600%$326.2K$285.3K-$40.9K2026-10-29
Traynor Capital Management, Inc.
DECREASED1,0282,488-1,460-59%$783.4K$283.2K-$500.3K2026-10-29
Income Insurance Ltd
UNCHANGED1,0271,02700%$323.3K$282.8K-$40.5K2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED1,0201,111-91-8%$349.8K$280.9K-$68.9K2026-10-27
Layline Advisors, LLC
INCREASED1,0201,012+8+1%$318.7K$280.9K-$37.8K2026-11-02
Pinnacle Bancorp, Inc.
INCREASED1,017967+50+5%$304.5K$280.1K-$24.4K2026-10-21
Norden Group LLC
DECREASED1,0131,277-264-21%$402.1K$279.0K-$123.0K2026-10-20
Camden National Bank
DECREASED1,0131,028-15-1%$323.7K$279.0K-$44.7K2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED1,0111,136-125-11%$357.7K$278.4K-$79.2K2026-10-23
Argentarii, LLC
DECREASED1,0101,047-37-4%$364.5K$278.1K-$86.4K2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED1,0041,00400%$316.1K$299.1K-$17.0K2026-10-26
Ironwood Financial, llc
UNCHANGED1,0031,00300%$332.4K$276.2K-$56.2K2026-10-20
Quad-Cities Investment Group, LLC
UNCHANGED1,0001,00000%$314.8K$275.4K-$39.5K2026-10-16
Northside Capital Management, LLC
INCREASED993907+86+9%$285.6K$273.5K-$12.1K2026-10-13
Ellsworth Advisors, LLC
INCREASED991959+32+3%$303.6K$272.9K-$30.7K2026-10-15
Veratis Advisors, Inc.
UNCHANGED99099000%$311.7K$272.6K-$39.1K2026-11-03
CFS Investment Advisory Services, LLC
DECREASED9851,061-76-7%$346.5K$274.0K-$72.4K2026-10-19
TFC Financial Management, Inc.
INCREASED979854+125+15%$268.8K$269.6K+$7402026-10-26
Paragon Private Wealth Management, LLC
DECREASED9782,398-1,420-59%$755.1K$269.3K-$485.8K2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED97397300%$306.3K$268.0K-$38.4K2026-10-06
MFA Wealth Advisors, LLC
INCREASED971687+284+41%$216.3K$267.4K+$51.1K2026-10-07
Anchyra Partners LLC
DECREASED9701,114-144-13%$350.7K$267.1K-$83.6K2026-10-13
Purkiss Capital Advisors LLC
DECREASED967969-20%$305.1K$266.3K-$38.8K2026-11-06
Horizon Wealth Management, LLC
UNCHANGED95895800%$301.6K$263.8K-$37.8K2026-11-02
Tufton Capital Management
UNCHANGED95595500%$300.0K$262-$299.7K2026-10-20
Altus Wealth Group LLC
DECREASED953991-38-4%$312.0K$262.6K-$49.5K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9413,103-2,162-70%$977.0K$259.1K-$717.9K2026-10-14
Peoples Bank
UNCHANGED93993900%$295.6K$258.6K-$37.0K2026-10-26
Legacy Private Trust Co.
UNCHANGED93793700%$295.0K$258.0K-$37.0K2026-10-06
Childress Capital Advisors, LLC
DECREASED9341,059-125-12%$333.4K$257.2K-$76.2K2026-10-28
Cromwell Holdings LLC
INCREASED934931+3+0%$293.9K$258.0K-$35.9K2026-10-28
United Advisor Group, LLC
INCREASED929786+143+18%$247.5K$255.8K+$8.4K2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED926903+23+3%$284.3K$255.0K-$29.3K2026-11-04
Forza Wealth Management, LLC
UNCHANGED92492400%$290.9K$254.5K-$36.5K2026-10-20
Oregon Pacific Wealth Management, LLC
INCREASED922726+196+27%$228.6K$253.9K+$25.3K2026-10-20
Jeter Robert S II
NEW921—+921——$260.2K—2026-10-16
Traphagen Investment Advisors LLC
INCREASED916902+14+2%$284.0K$252.3K-$31.7K2026-10-14
Cadinha & Co LLC
UNCHANGED91191100%$286.8K$250.9K-$35.9K2026-10-22
South Shore Capital Advisors
NEW909—+909——$250.3K—2026-10-20
Dagco, Inc.
DECREASED9051,133-228-20%$356.6K$249.2K-$107.4K2026-10-20
Pittenger & Anderson Inc
DECREASED905970-65-7%$305.4K$249.2K-$56.2K2026-11-02
Abel Hall, LLC
NEW903—+903——$248.8K—2026-10-19
Pflug Koory, LLC
UNCHANGED90090000%$283.4K$247.9K-$35.5K2026-10-26
Cabot Wealth Management Inc
UNCHANGED89989900%$283.0K$247.6K-$35.5K2026-11-05
Future Financial Wealth Managment LLC
UNCHANGED89689600%$285.8K$246.7K-$39.0K2026-10-15
Davis Capital Management
INCREASED885774+111+14%$243.7K$243.7K+$342026-10-08
Wedge Capital Management L L P
NEW880—+880——$242.3K—2026-10-13
MFA Wealth Services
INCREASED880833+47+6%$262.2K$242.2K-$19.9K2026-10-14
Shore Point Advisors, LLC
UNCHANGED87887800%$276.4K$241.8K-$34.6K2026-10-14
Acorn Wealth Advisors, LLC
DECREASED877966-89-9%$304.3K$241.4K-$62.8K2026-10-19
Gibbs Wealth Management
NEW872—+872——$240.1K—2026-10-22
Cooper Financial Group
DECREASED8711,396-525-38%$439.6K$240.0K-$199.7K2026-10-07
Lewis Asset Management, LLC
INCREASED870869+1+0%$273.7K$240.3K-$33.4K2026-10-14
Financial Advisory Corp
UNCHANGED86986900%$273.6K$239.3K-$34.3K2026-10-14
Delta Financial Advisors LLC
DECREASED8681,158-290-25%$364.6K$239.0K-$125.5K2026-10-27
Moss Adams Wealth Advisors LLC
DECREASED8621,169-307-26%$369.1K$238.2K-$130.9K2026-10-28
Baker Boyer National Bank
UNCHANGED85185100%$267.9K$234.4K-$33.6K2026-11-05
Heartwood Wealth Advisors LLC
INCREASED845803+42+5%$252.8K$232.7K-$20.1K2026-10-05
Personal CFO Solutions, LLC
DECREASED8441,087-243-22%$343.3K$233.2K-$110.0K2026-11-06
Monument Group Wealth Advisors, LLC
DECREASED8421,750-908-52%$276.6K$231.9K-$44.7K2026-10-21
QTR Family Wealth, LLC
DECREASED842974-132-14%$306.8K$231.7K-$75.0K2026-11-02
Alpha Family Trust
UNCHANGED83583500%$262.9K$262.9K$02026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED831699+132+19%$220.1K$228.9K+$8.8K2026-10-22
Waters Parkerson & Co., LLC
DECREASED831898-67-7%$282.7K$228.8K-$53.9K2026-11-04
Valtinson Bruner Financial Planning LLC
INCREASED831829+2+0%$261.1K$228.9K-$32.2K2026-11-02
CGN Advisors LLC
DECREASED827855-28-3%$269.2K$227.7K-$41.4K2026-10-21
HMV Wealth Advisors, LLC
UNCHANGED82682600%$260.1K$227.5K-$32.6K2026-10-27
Carret Asset Management, LLC
UNCHANGED82582500%$259.7K$227.2K-$32.5K2026-11-04
Kenora Financial, LLC
DECREASED823889-66-7%$279.9K$226.6K-$53.2K2026-10-20
Renaissance Investment Group LLC
DECREASED823880-57-6%$277.1K$226.6K-$50.4K2026-10-28
DB&C Advisors, LLC
UNCHANGED82182100%$258.4K$226.0K-$32.3K2026-10-26
Swiss RE LTD
INCREASED820499+321+64%$157.1K$225.8K+$68.7K2026-11-06
CJM Wealth Advisers, Ltd.
DECREASED818825-7-1%$259.7K$225.3K-$34.5K2026-10-27
Cooper S Advisors, LLC
INCREASED817777+40+5%$244.6K$225.0K-$19.6K2026-11-03
Affinity Capital Advisors, LLC
INCREASED817807+10+1%$262.1K$226.6K-$35.6K2026-10-13
Dale Q Rice Investment Management Ltd
UNCHANGED81581500%$256.6K$224.4K-$32.2K2026-10-09
Plancorp, LLC
INCREASED810725+85+12%$240.3K$236.4K-$3.9K2026-11-03
Cultivar Capital, Inc.
NEW800—+800——$220.3K—2026-10-14
Acorn Creek Capital LLC
DECREASED800899-99-11%$283.0K$220.3K-$62.7K2026-11-05
Lauterbach Financial Advisors, LLC
UNCHANGED80080000%$251.9K$220.3K-$31.6K2026-10-21
Mirabaud & Cie SA
UNCHANGED79579500%$250.3K$218.9K-$31.4K2026-10-27
Portside Wealth Group, LLC
INCREASED794712+82+12%$224.2K$218.7K-$5.5K2026-10-20
Fiduciary Family Office, LLC
DECREASED794803-9-1%$252.8K$218.7K-$34.2K2026-11-04
Platform Technology Partners
INCREASED793753+40+5%$237.2K$218.3K-$19.0K2026-11-02
Cypress Asset Management Inc
DECREASED7901,068-278-26%$336.2K$217.6K-$118.7K2026-10-09
Marshall & Sterling Wealth Advisors Inc.
DECREASED788814-26-3%$256.4K$217.0K-$39.4K2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED786780+6+1%$245.7K$216.3K-$29.4K2026-10-15
Leeward Financial Partners, LLC
DECREASED786787-10%$247.9K$216.3K-$31.6K2026-10-23
Disciplined Equity Management, Inc.
UNCHANGED78078000%$245.6K$214.8K-$30.8K2026-10-14
Capital Advisors, Ltd. LLC
DECREASED778818-40-5%$258$214-$442026-10-27
Mountain Pacific Investment Advisers LLC
INCREASED778763+15+2%$240.2K$214.3K-$26.0K2026-10-29
Precedent Wealth Partners, LLC
INCREASED776769+7+1%$242.1K$213.7K-$28.4K2026-10-21
Ejmk Ventures LLC
DECREASED7751,235-460-37%$389.5K$213.8K-$175.7K2026-10-21
Ceera Investments, LLC
UNCHANGED77277200%$243.1K$212.6K-$30.5K2026-11-02
Old Port Advisors
DECREASED763814-51-6%$256.3K$210.1K-$46.2K2026-10-23
Eurizon SLJ Capital Ltd
DECREASED761805-44-5%$253.4K$209.6K-$43.9K2026-11-06
Verus Wealth Management, LLC
NEW756—+756——$208.3K—2026-10-13
Aries Wealth Management
DECREASED755760-5-1%$239.3K$207.9K-$31.4K2026-10-23
Steel Grove Capital Advisors, LLC
NEW754—+754——$207.6K—2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED75275200%$236.8K$207.1K-$29.7K2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED751750+1+0%$245.3K$221.3K-$24.0K2026-10-28
Auxano Advisors, LLC
NEW750—+750——$206.5K—2026-11-06
Sunbeam Capital Management, LLC
DECREASED747785-38-5%$247.1K$205.8K-$41.3K2026-11-05
Traveka Wealth, LLC
DECREASED746753-7-1%$237.0K$205.4K-$31.6K2026-10-19
Alchemi Wealth, LLC
INCREASED745735+10+1%$231.7K$205.4K-$26.3K2026-11-04
Triad Wealth Partners, LLC
DECREASED743764-21-3%$260.8K$204.7K-$56.1K2026-10-26
Kendall Capital Management
DECREASED742767-25-3%$241.5K$204.3K-$37.1K2026-10-23
Argus Investors' Counsel, Inc.
UNCHANGED74274200%$233.6K$204.3K-$29.3K2026-10-09
Grant Street Asset Management, Inc.
UNCHANGED74074000%$233.0K$203.8K-$29.2K2026-10-26
Waller Financial Planning Group, Inc
UNCHANGED73673600%$231.7K$202.7K-$29.0K2026-10-07
Pinion Investment Advisors, LLC
DECREASED7301,003-273-27%$315.8K$201.0K-$114.8K2026-11-04
Capital Asset Advisory Services LLC
DECREASED730817-87-11%$257.3K$224.3K-$33.0K2026-10-30
SJS Investment Consulting Inc.
INCREASED729721+8+1%$227.0K$200.8K-$26.2K2026-10-26
Caitong International Asset Management Co., Ltd
NEW727—+727——$200.2K—2026-10-29
JFS Wealth Advisors, LLC
DECREASED725732-7-1%$230.5K$199.7K-$30.8K2026-11-03
Heritage Family Offices, LLP
DECREASED6971,785-1,088-61%$562.0K$192.0K-$370.1K2026-11-02
Arlington Trust Co LLC
INCREASED684640+44+7%$201.5K$188.4K-$13.1K2026-10-20
DiNuzzo Private Wealth, Inc.
INCREASED68017+663+3900%$5.4K$187.3K+$181.9K2026-10-16
Albion Financial Group
UNCHANGED66566500%$209.4K$183.1K-$26.2K2026-10-21
Rossby Financial, LCC
INCREASED652479+173+36%$150.8K$179.6K+$28.7K2026-11-05
Sovran Advisors, LLC
INCREASED643615+28+5%$213.3K$200.4K-$12.9K2026-11-02
Elyxium Wealth, LLC
DECREASED643654-11-2%$205.9K$177.1K-$28.8K2026-10-27
Financial Management Professionals, Inc.
DECREASED614643-29-5%$203.1K$169.7K-$33.3K2026-10-23
Asset Dedication, LLC
DECREASED607624-17-3%$196.5K$167.2K-$29.3K2026-11-03
Paradigm Asset Management Co LLC
UNCHANGED60060000%$188.9K$165.2K-$23.7K2026-11-05
Bell Investment Advisors, Inc
DECREASED589618-29-5%$194.6K$162.2K-$32.4K2026-10-29
Kentucky Trust Co
UNCHANGED56856800%$178.8K$156.4K-$22.4K2026-10-15
Wilkerson Advisory Group LLC
DECREASED567680-113-17%$214.1K$156.1K-$57.9K2026-10-20
Birchbrook, Inc.
UNCHANGED55055000%$173.2K$151.5K-$21.7K2026-10-14
Tower View Wealth Management LLC
INCREASED540539+1+0%$169.7K$148.8K-$20.9K2026-10-23
Rosenberg Matthew Hamilton
DECREASED535760-225-30%$239.3K$147.3K-$91.9K2026-10-05
AXS Investments LLC
DECREASED5213,254-2,733-84%$1.0M$143.5K-$881.0K2026-11-04
Knuff & Co LLC
UNCHANGED52052000%$163.7K$143.2K-$20.5K2026-11-06
Dorato Capital Management
UNCHANGED51051000%$168.2K$140.5K-$27.7K2026-10-08
Axiom Investment Management LLC
INCREASED509177+332+188%$55.7K$140.2K+$84.4K2026-11-03
Key FInancial Inc
INCREASED508478+30+6%$150.5K$139.9K-$10.6K2026-11-02
DecisionPoint Financial, LLC
INCREASED488486+2+0%$152.3K$133.2K-$19.1K2026-10-27
Mcdonald Partners LLC
UNCHANGED48648600%$153.0K$133.8K-$19.2K2026-11-03
Fairscale Capital, LLC
UNCHANGED48348300%$152.5K$141.0K-$11.5K2026-11-04
Hoey Investments, Inc
INCREASED469357+112+31%$112.4K$129.2K+$16.8K2026-10-29
Latitude Advisors, LLC
NEW460—+460——$126.6K—2026-10-27
Fortis Group Advisors, LLC
UNCHANGED44444400%$139.8K$122.3K-$17.5K2026-11-06
Deseret Mutual Benefit Administrators
INCREASED432428+4+1%$134.8K$119.0K-$15.8K2026-11-04
MV Capital Management, Inc.
DECREASED431470-39-8%$148.0K$118.7K-$29.3K2026-10-29
Washington Trust Advisors, Inc.
DECREASED419562-143-25%$176.9K$115.4K-$61.6K2026-10-22
Versant Capital Management, Inc
DECREASED419549-130-24%$172.8K$115.4K-$57.5K2026-10-02
Hazlett, Burt & Watson, Inc.
UNCHANGED41941900%$77.1K$115-$76.9K2026-11-04
Westside Investment Management, Inc.
UNCHANGED41341300%$130.0K$113.7K-$16.3K2026-11-02
Compagnie Lombard Odier SCmA
DECREASED410424-14-3%$133.5K$112.9K-$20.6K2026-11-04
Silver Grove Financial Group, Inc.
DECREASED399451-52-12%$142.0K$109.9K-$32.1K2026-11-05
First Command Advisory Services, Inc.
DECREASED379560-181-32%$176.4K$104.7K-$71.7K2026-11-05
Hickory Point Bank & Trust
DECREASED366384-18-5%$120.9K$100.8K-$20.1K2026-10-01
Addison Advisors LLC
INCREASED360355+5+1%$111.8K$99.1K-$12.7K2026-11-06
Physician Wealth Advisors, Inc.
DECREASED349384-35-9%$120.9K$96.1K-$24.8K2026-10-20
Root Financial Partners, LLC
NEW330—+330——$90.9K—2026-10-21
Balance Wealth Partners LLC
NEW325—+325——$89.5K—2026-10-27
Tounjian Advisory Partners, LLC
INCREASED31735+282+806%$11.0K$87.3K+$76.3K2026-11-04
GoalVest Advisory LLC
UNCHANGED31131100%$98.0K$85.8K-$12.3K2026-10-02
Murphy & Mullick Capital Management Corp
UNCHANGED30830800%$97.0K$84.8K-$12.2K2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED30570+235+336%$22.1K$84.3K+$62.2K2026-10-30
Compound Global Advisors, LLC
NEW300—+300——$82.6K—2026-10-20
Golden State Wealth Management, LLC
INCREASED299296+3+1%$93.2K$82.6K-$10.7K2026-11-02
Sfam, LLC
DECREASED295355-60-17%$111.8K$81.2K-$30.5K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED263255+8+3%$80.3K$72.5K-$7.9K2026-10-28
West Paces Advisors Inc.
UNCHANGED26326300%$82.8K$72.4K-$10.4K2026-10-13
Whipplewood Advisors, LLC
DECREASED260268-8-3%$84.4K$71.6K-$12.8K2026-10-20
Signature Equity Partners, LLC
INCREASED249213+36+17%$66.9K$68.5K+$1.6K2026-10-29
First Bancorp, Inc
DECREASED241366-125-34%$115.2K$66.4K-$48.9K2026-10-26
Owl Creek Wealth Partners LLC
DECREASED236304-68-22%$95.7K$65.0K-$30.7K2026-10-20
Meriwether Wealth & Planning, LLC
NEW228—+228——$62.8K—2026-10-13
WPG Advisers, LLC
DECREASED218254-36-14%$80.0K$60.0K-$19.9K2026-10-27
Financial Consulate, Inc
DECREASED214259-45-17%$81.5K$58.9K-$22.6K2026-10-23
Tradewinds Capital Management, LLC
INCREASED213198+15+8%$62.3K$58.7K-$3.7K2026-10-23
Lodestone Wealth Management LLC
INCREASED213210+3+1%$66.1K$58.6K-$7.6K2026-10-14
Next Level Wealth Planning, LLC
NEW210—+210——$57.8K—2026-10-29
Rothwell Investment Advisors, LLC
NEW209—+209——$57.4K—2026-11-06
Rachor Investment Advisory Services, LLC
UNCHANGED20220200%$63.6K$55.8K-$7.8K2026-10-29
Burkett Financial Services, LLC
INCREASED20095+105+111%$29.9K$55.2K+$25.2K2026-10-01
Blume Capital Management, Inc.
UNCHANGED20020000%$63.0K$55.1K-$7.9K2026-10-26
UMB Private Wealth Management, LLC
NEW199—+199——$54.8K—2026-10-19
Grove Bank & Trust
UNCHANGED19719700%$62.0K$54.3K-$7.8K2026-10-08
First Pacific Financial
UNCHANGED19419400%$61.0K$53.5K-$7.5K2026-10-14
RMG Wealth Management LLC
UNCHANGED19319300%$67.0K$59.1K-$7.9K2026-10-26
Align Financial, LLC
INCREASED189185+4+2%$58.1K$51.9K-$6.2K2026-10-16
Horizon Financial Services, LLC
INCREASED18781+106+131%$25.5K$51.5K+$26.0K2026-11-04
Towne Trust Company, N.a
UNCHANGED18218200%$57.3K$50.1K-$7.2K2026-10-28
Ulland Investment Advisors, LLC
DECREASED180220-40-18%$69$50-$192026-10-13
Covestor Ltd
DECREASED180181-1-1%$57.0K$50-$57.0K2026-10-30
Sima Wealth Partners, LLC
UNCHANGED17617600%$55.4K$48.5K-$6.9K2026-10-19
RHL Group, LLC
DECREASED167200-33-16%$63.0K$46.0K-$17.0K2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED16716700%$52.6K$46.0K-$6.6K2026-10-09
Mowery & Schoenfeld Wealth Management, LLC
DECREASED166215-49-23%$67.7K$45.7K-$22.0K2026-10-28
Nemes Rush Group LLC
DECREASED166173-7-4%$54.4K$45.7K-$8.7K2026-11-04
Jnba Financial Advisors
UNCHANGED16516500%$51.9K$45.4K-$6.5K2026-11-03
Spire Wealth Management
DECREASED163303-140-46%$95.6K$45.0K-$50.5K2026-10-30
Antipodes Partners Ltd
DECREASED161541-380-70%$170.3K$44.3K-$126.0K2026-11-05
Rational Advisors, Inc.
INCREASED161138+23+17%$43.4K$44.3K+$8902026-11-02
Elevated Capital Advisors, LLC
UNCHANGED15815800%$49.7K$43.5K-$6.2K2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED155105+50+48%$33.1K$42.7K+$9.6K2026-10-16
Rakuten Securities, Inc.
INCREASED15212+140+1167%$3.8K$41.9K+$38.1K2026-11-02
Laurel Wealth Advisors LLC
NEW151—+151——$41.7K—2026-10-27
Hanson & Doremus Investment Management
UNCHANGED14514500%$46.0K$40-$46.0K2026-10-16
Mascoma Wealth Management LLC
DECREASED140144-4-3%$45.3K$38.6K-$6.8K2026-10-23
Private Wealth Management Group, LLC
INCREASED137135+2+1%$42.5K$37.7K-$4.8K2026-10-19
Concord Wealth Partners
DECREASED132990-858-87%$311.6K$36.3K-$275.2K2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED13013000%$40.9K$35.8K-$5.1K2026-11-03
Tsfg, LLC
UNCHANGED12612600%$40.0K$35-$40.0K2026-10-23
Country Trust Bank
INCREASED12551+74+145%$16.1K$34.4K+$18.4K2026-10-30
Creative Capital Management Investments LLC
INCREASED125110+15+14%$34.6K$34.4K-$2082026-10-28
Brown Shipley& Co Ltd
UNCHANGED12512500%$39.4K$34.4K-$4.9K2026-10-09
Ares Financial Consulting, LLC
DECREASED121123-2-2%$38.7K$33.3K-$5.4K2026-10-19
Triumph Capital Management
DECREASED116208-92-44%$65.6K$32.1K-$33.6K2026-10-14
High Note Wealth, LLC
DECREASED116126-10-8%$39.7K$31.9K-$7.7K2026-10-27
City Holding Co
INCREASED116106+10+9%$33.4K$31.9K-$1.4K2026-10-19
Canton Hathaway, LLC
UNCHANGED11511500%$36.2K$31.7K-$4.5K2026-10-23
Hara Capital LLC
UNCHANGED11511500%$36.3K$31.7K-$4.6K2026-10-30
Compass Financial Management LLC
INCREASED11084+26+31%$26.6K$30.2K+$3.6K2026-10-30
Salomon & Ludwin, LLC
DECREASED110111-1-1%$34.8K$30.3K-$4.5K2026-10-29
Peterson Wealth Services
DECREASED10914,341-14,232-99%$4.5M$29.9K-$4.5M2026-10-26
Navigoe, LLC
DECREASED107108-1-1%$34.0K$29-$34.0K2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED10610600%$33.6K$29.4K-$4.2K2026-10-30
Disciplina Capital Management LLC
DECREASED104110-6-5%$34.7K$28.5K-$6.2K2026-11-06
Fortitude Family Office, LLC
INCREASED10393+10+11%$29.3K$28.4K-$9152026-10-14
First Community Trust NA
DECREASED100125-25-20%$39.4K$27.5K-$11.8K2026-10-07
Birchwood Financial Partners, Inc.
UNCHANGED10010000%$31.6K$27.6K-$4.0K2026-11-02
Costello Asset Management, Inc
UNCHANGED10010000%$31.5K$27.5K-$3.9K2026-10-30
Financially Speaking Inc
UNCHANGED10010000%$32.9K$27.5K-$5.3K2026-11-05
Byrne Asset Management LLC
INCREASED9712+85+708%$3.8K$26.5K+$22.7K2026-10-06
Birch Financial Group, LLC
NEW96—+96——$26.5K—2026-10-27
MTM Investment Management, LLC
UNCHANGED959500%$29.9K$26.2K-$3.7K2026-10-30
Moisand Fitzgerald Tamayo, LLC
INCREASED9428+66+236%$8.8K$25.9K+$17.1K2026-10-15
Hilltop National Bank
DECREASED891,173-1,084-92%$369.3K$24.5K-$344.8K2026-10-14
Goodman Advisory Group, LLC
NEW85—+85——$23.4K—2026-11-02
James T. Borello RIA
DECREASED78198-120-61%$62.3K$21.5K-$40.9K2026-10-16
Gables Capital Management Inc.
UNCHANGED787800%$24.6K$21.5K-$3.1K2026-11-04
DeDora Capital, Inc.
NEW76—+76——$20.9K—2026-10-26
Joseph Group Capital Management
INCREASED7455+19+35%$17.3K$20.4K+$3.1K2026-11-04
United Financial Planning Group LLC
UNCHANGED747400%$23.3K$20.4K-$2.9K2026-11-04
Markowski Investments
INCREASED7062+8+13%$19.7K$19.2K-$4992026-10-30
Clayton Financial Group LLC
NEW69—+69——$19.0K—2026-10-13
Essential Partners LLC
DECREASED68237-169-71%$74.6K$18.7K-$55.9K2026-10-14
Ascentis Wealth Management, LLC
NEW67—+67——$18.4K—2026-11-03
Avion Wealth
DECREASED6479-15-19%$24$17-$72026-11-04
Kennebec Savings Bank
UNCHANGED636300%$19.8K$17.4K-$2.5K2026-10-22
GK Wealth Management LLC
NEW59—+59——$16.4K—2026-10-09
Pathway Financial Advisers, LLC
NEW58—+58——$16.1K—2026-10-27
Buck Wealth Strategies, LLC
INCREASED5847+11+23%$14.8K$16.0K+$1.2K2026-10-28
Roxbury Financial LLC
UNCHANGED585800%$18.2K$15.9K-$2.2K2026-10-01
Hilton Head Capital Partners, LLC
UNCHANGED545400%$17.0K$14.9K-$2.1K2026-10-23
Cedar Mountain Advisors, LLC
INCREASED5350+3+6%$15.7K$14.6K-$1.1K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED535300%$16.7K$14.6K-$2.1K2026-10-21
DT Investment Partners, LLC
UNCHANGED525200%$16.4K$14.3K-$2.1K2026-10-27
Redwood Park Advisors LLC
INCREASED502+48+2400%$630$13.8K+$13.1K2026-11-02
Abound Wealth Management
DECREASED4953-4-8%$16.6K$13.4K-$3.2K2026-10-26
Signature Resources Capital Management, LLC
DECREASED4851-3-6%$16.1K$13.2K-$2.8K2026-10-16
Coston, McIsaac & Partners
UNCHANGED474700%$14$12.9K+$12.9K2026-11-06
KFG LLC
NEW42—+42——$11.6K—2026-11-02
Miller Global Investments, LLC
UNCHANGED424200%$13.2K$11.6K-$1.7K2026-10-02
Barrett & Company, Inc.
UNCHANGED424200%$13.2K$11.6K-$1.7K2026-10-22
Highline Wealth Partners LLC
DECREASED4075-35-47%$23.6K$11.0K-$12.6K2026-10-19
True Wealth Design, LLC
DECREASED3564-29-45%$20.2K$9.6K-$10.5K2026-10-13
Bay Harbor Wealth Management, LLC
INCREASED3527+8+30%$8.5K$9.6K+$1.1K2026-11-03
MB, Levis & Associates, LLC
UNCHANGED353500%$11.0K$9.6K-$1.4K2026-10-16
Nfsg Corp
DECREASED3437-3-8%$11.8K$9.4K-$2.3K2026-10-15
Advocate Investing Services LLC
UNCHANGED333300%$10.4K$9.1K-$1.3K2026-10-26
PayPay Securities Corp
INCREASED317+24+343%$2.2K$8.5K+$6.3K2026-10-27
Mountain Hill Investment Partners Corp.
NEW30—+30——$8.3K—2026-10-23
Vima LLC
UNCHANGED303000%$9.4K$8.3K-$1.2K2026-10-23
Aventus Investment Advisors, Inc.
INCREASED2823+5+22%$7.2K$7.7K+$4702026-10-09
Bare Financial Services, Inc
DECREASED2755-28-51%$17.3K$7.4K-$9.9K2026-11-04
Burk Holdings LLC
INCREASED2513+12+92%$4.1K$6.9K+$2.8K2026-11-05
Cdkv Holdings LLC
UNCHANGED252500%$7.9K$6.9K-$9862026-10-28
Torren Management, LLC
UNCHANGED232300%$7.3K$6.4K-$9102026-10-29
Yankcom Partnership
DECREASED22564-542-96%$177.6K$6.1K-$171.5K2026-10-15
Bayban
UNCHANGED212100%$6.6K$6.6K$02026-11-05
Maryland Capital Advisors Inc.
DECREASED20136-116-85%$42.8K$5.5K-$37.3K2026-10-15
Richardson Capital Management LLC
UNCHANGED202000%$6.3K$5.5K-$7892026-10-23
Kingdom Financial Group Llc.
UNCHANGED202000%$6.3K$5.5K-$7882026-11-04
First United Bank & Trust
UNCHANGED202000%$6.3K$5.5K-$7892026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED202000%$6.3K$5.5K-$8092026-10-20
Your Advocates Ltd., LLP
UNCHANGED202000%$6.3K$5.5K-$7892026-11-03
City State Bank
UNCHANGED191900%$6.0K$5.2K-$7502026-10-20
Clark Wealth Partners
INCREASED1817+1+6%$5.4K$5.0K-$3952026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED171700%$5.4K$4.7K-$6712026-10-15
Aspect Partners, LLC
UNCHANGED141400%$4.4K$3.9K-$5512026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED141400%$4.4K$3.9K-$5532026-11-02
Hughes Financial Services, LLC
DECREASED1332-19-59%$10.1K$4.1K-$6.0K2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED1314-1-7%$4.5K$3.6K-$8842026-10-16
Steph & Co
UNCHANGED131300%$4.1K$3.6K-$5132026-10-07
J.Safra Asset Management Corp
DECREASED1172-61-85%$22.7K$3.0K-$19.6K2026-11-03
Pacific Center for Financial Services
UNCHANGED111100%$3.5K$3.0K-$4342026-10-15
Madden Securities Corp
NEW10—+10——$2.8K—2026-10-27
Decker Retirement Planning Inc.
UNCHANGED101000%$3.1K$2.8K-$3942026-10-19
WestEnd Advisors, LLC
UNCHANGED101000%$3.1K$2.8K-$3942026-10-27
Acumen Wealth Advisors, LLC
NEW9—+9——$2.5K—2026-11-05
Lloyd Advisory Services, Llc.
NEW8—+8——$2.2K—2026-11-02
Three Bridge Wealth Advisors, LLC
NEW8—+8——$2.2K—2026-11-05
Retirement Wealth Solutions LLC
NEW8—+8——$2.2K—2026-10-07
Activest Wealth Management
DECREASED723-16-70%$7.2K$1.9K-$5.3K2026-10-15
American Capital Advisory, LLC
DECREASED715-8-53%$4.7K$1.9K-$2.8K2026-10-28
Paladin Partners, LLC
UNCHANGED7700%$2.2K$1.9K-$2762026-10-06
Quaker Wealth Management, LLC
DECREASED611-5-45%$3.5K$1.7K-$1.8K2026-10-22
Valued Wealth Advisors LLC
DECREASED68-2-25%$2.5K$1.7K-$8712026-11-05
Planning Strategies Inc.
DECREASED520-15-75%$6.3K$1.4K-$4.9K2026-10-02
Elevation Wealth Partners, LLC
INCREASED53+2+67%$945$1.4K+$4322026-10-07
Key Capital Management, Inc
UNCHANGED5500%$1.6K$1.4K-$1972026-11-03
Thompson Investment Management, Inc.
UNCHANGED4400%$1.3K$1.1K-$1572026-10-14
Atwood & Palmer Inc
UNCHANGED3300%$945$827-$1182026-10-08
Noble Wealth Management PBC
UNCHANGED3300%$945$826-$1192026-10-01
Farmers & Merchants Trust Co of Chambersburg PA
NEW2—+2——$1—2026-10-14
Downshift Financial, LLC
DECREASED24-2-50%$1.3K$551-$7082026-10-13
Breakwater Investment Management
UNCHANGED2200%$630$551-$792026-10-20
Monetary Solutions, Ltd
NEW1—+1——$275—2026-10-22
3 Factor Indexing, LLC
NEW1—+1——$276—2026-10-15
Nvwm, LLC
DECREASED112-11-92%$3.8K$275-$3.5K2026-10-14
Trust Co
UNCHANGED1100%$315$275-$402026-10-09
West Branch Capital LLC
UNCHANGED1100%$315$276-$392026-10-20
Premier Fund Managers Ltd
CLOSED018,478-18,478-100%$6.1K$0-$6.1K2026-11-02
Reliant Investment Management, LLC
CLOSED015,622-15,622-100%$4.9M$0-$4.9M2026-10-14
Columbus Macro, LLC
CLOSED014,715-14,715-100%$4.6M$0-$4.6M2026-10-14
SeaBridge Investment Advisors LLC
CLOSED013,385-13,385-100%$4.2M$0-$4.2M2026-11-02
Pegasus Asset Management, Inc.
CLOSED012,620-12,620-100%$4.0M$0-$4.0M2026-11-03
Maxi Investments CY Ltd
CLOSED012,600-12,600-100%$4.0M$0-$4.0M2026-10-26
Sivik Global Healthcare LLC
CLOSED010,000-10,000-100%$3.3K$0-$3.3K2026-10-13
WD Rutherford LLC
CLOSED09,923-9,923-100%$3.1M$0-$3.1M2026-10-26
Leonteq Securities AG
CLOSED08,948-8,948-100%$2.8M$0-$2.8M2026-10-29
Tilia Fiduciary Partners, Inc.
CLOSED08,185-8,185-100%$2.6M$0-$2.6M2026-10-09
Azzad Asset Management Inc
CLOSED07,539-7,539-100%$2.4M$0-$2.4M2026-11-04
Dana Investment Advisors, Inc.
CLOSED07,509-7,509-100%$2.4M$0-$2.4M2026-11-06
Islay Capital Management, LLC
CLOSED05,854-5,854-100%$1.8M$0-$1.8M2026-10-20
Great Lakes Retirement, Inc.
CLOSED05,070-5,070-100%$1.6M$0-$1.6M2026-10-26
Schear Investment Advisers, LLC
CLOSED03,583-3,583-100%$1.1M$0-$1.1M2026-10-14
Jackson Square Capital, LLC
CLOSED03,130-3,130-100%$985.4K$0-$985.4K2026-10-19
World Equity Group, Inc.
CLOSED02,915-2,915-100%$917.8K$0-$917.8K2026-10-14
Aaron Wealth Advisors LLC
CLOSED02,760-2,760-100%$869.0K$0-$869.0K2026-10-13
Cannon Advisors, Inc.
CLOSED02,344-2,344-100%$729.1K$0-$729.1K2026-10-14
Dara Capital US, Inc.
CLOSED02,191-2,191-100%$689.8K$0-$689.8K2026-10-29
jvl associates llc
CLOSED01,944-1,944-100%$612.1K$0-$612.1K2026-10-09
Pacific Excel Wealth Advisors, Inc.
CLOSED01,785-1,785-100%$562.0K$0-$562.0K2026-10-27
Legacy Advisors, LLC
CLOSED01,576-1,576-100%$496.2K$0-$496.2K2026-10-19
Wellington Shields Capital Management, LLC
CLOSED01,350-1,350-100%$425.0K$0-$425.0K2026-11-03
WealthSpring Partners, LLC
CLOSED01,249-1,249-100%$393.2K$0-$393.2K2026-10-14
Gerber Kawasaki Wealth & Investment Management
CLOSED01,179-1,179-100%$371.2K$0-$371.2K2026-10-29
Tranquility Partners, LLC
CLOSED01,069-1,069-100%$336.6K$0-$336.6K2026-10-20
ERn Financial, LLC
CLOSED0944-944-100%$297.2K$0-$297.2K2026-10-28
Burney Co/
CLOSED0933-933-100%$293.7K$0-$293.7K2026-10-15
Strategic Blueprint, LLC
CLOSED0920-920-100%$289.8K$0-$289.8K2026-10-22
Sunpointe, LLC
CLOSED0900-900-100%$283.5K$0-$283.5K2026-10-22
TCI Wealth Advisors, Inc.
CLOSED0882-882-100%$277.7K$0-$277.7K2026-10-30
Dmkc Advisory Services, LLC
CLOSED0877-877-100%$276.1K$0-$276.1K2026-11-04
Aviso Wealth Management
CLOSED0842-842-100%$265.1K$0-$265.1K2026-11-04
McGlone Suttner Wealth Management, Inc.
CLOSED0828-828-100%$260.6K$0-$260.6K2026-10-13
Gordian Advisors LLC
CLOSED0825-825-100%$259.7K$0-$259.7K2026-10-30
DE Burlo Group Inc
CLOSED0815-815-100%$256.6K$0-$256.6K2026-11-05
Simplicity Wealth,LLC
CLOSED0798-798-100%$251.3K$0-$251.3K2026-10-23
Summit Securities Group LLC
CLOSED0796-796-100%$250.6K$0-$250.6K2026-11-05
Asset One Wealth Management LLC
CLOSED0796-796-100%$251.9K$0-$251.9K2026-11-02
Security Financial Services, Inc.
CLOSED0786-786-100%$247.4K$0-$247.4K2026-10-29
Johnson Financial Group, LLC
CLOSED0776-776-100%$244.3K$0-$244.3K2026-11-03
ARS Wealth Advisors Group, LLC
CLOSED0775-775-100%$244.0K$0-$244.0K2026-10-16
Patten & Patten Inc
CLOSED0773-773-100%$243.4K$0-$243.4K2026-10-26
James Hambro & Partners LLP
CLOSED0762-762-100%$239.9K$0-$239.9K2026-10-19
Stanley-Laman Group, Ltd.
CLOSED0757-757-100%$238.3K$0-$238.3K2026-10-20
True Private Wealth Advisors
CLOSED0756-756-100%$238.1K$0-$238.1K2026-10-19
Foster Group, Inc.
CLOSED0751-751-100%$236.4K$0-$236.4K2026-10-13
Enterprise Financial Services Corp
CLOSED0748-748-100%$235.5K$0-$235.5K2026-11-03
Alpha Omega Wealth Management LLC
CLOSED0735-735-100%$231.4K$0-$231.4K2026-10-23
Shepherd Financial Partners LLC
CLOSED0729-729-100%$229.5K$0-$229.5K2026-11-03
Commonwealth Financial Services, LLC
CLOSED0727-727-100%$228.9K$0-$228.9K2026-10-20
Renasant Bank
CLOSED0727-727-100%$228.9K$0-$228.9K2026-11-05
McCollum Christoferson Group LLC
CLOSED0724-724-100%$227.9K$0-$227.9K2026-10-13
Laurion Capital Management LP
CLOSED0724-724-100%$227.9K$0-$227.9K2026-10-30
Kearns & Associates LLC
CLOSED0720-720-100%$226.7K$0-$226.7K2026-10-09
Virtue Capital Management, LLC
CLOSED0719-719-100%$226.4K$0-$226.4K2026-10-29
Ignite Planners, LLC
CLOSED0713-713-100%$224.8K$0-$224.8K2026-10-14
Quantum Private Wealth, LLC
CLOSED0710-710-100%$223.5K$0-$223.5K2026-10-20
Montz Harcus Wealth Management LLC
CLOSED0707-707-100%$222.7K$0-$222.7K2026-10-09
Hamilton Point Investment Advisors, LLC
CLOSED0706-706-100%$222.9K$0-$222.9K2026-11-03
Forum Financial Management, LP
CLOSED0705-705-100%$221.8K$0-$221.8K2026-10-16
Red Mountain Financial, LLC
CLOSED0698-698-100%$219.8K$0-$219.8K2026-11-03
Warwick Investment Management, Inc.
CLOSED0697-697-100%$219.4K$0-$219.4K2026-10-19
Institute for Wealth Management, Llc.
CLOSED0695-695-100%$218.9K$0-$218.9K2026-11-06
Milestone Asset Management Group, LLC
CLOSED0693-693-100%$218.1K$0-$218.1K2026-10-20
JGP Global Gestao de Recursos Ltda.
CLOSED0691-691-100%$217.6K$0-$217.6K2026-10-16
Purus Wealth Management, LLC
CLOSED0690-690-100%$217.2K$0-$217.2K2026-10-15
McAdam, LLC
CLOSED0684-684-100%$215.4K$0-$215.4K2026-10-21
Bourne Lent Asset Management Inc
CLOSED0684-684-100%$215.4K$0-$215.4K2026-11-05
Gibson Capital, LLC
CLOSED0682-682-100%$214.7K$0-$214.7K2026-10-23
Indivisible Partners
CLOSED0677-677-100%$213.2K$0-$213.2K2026-10-26
Advanced Asset Management Advisors Inc
CLOSED0675-675-100%$212.5K$0-$212.5K2026-10-20
FAI Advisors, Inc.
CLOSED0672-672-100%$211.6K$0-$211.6K2026-10-27
Community Bank of Raymore
CLOSED0667-667-100%$210.0K$0-$210.0K2026-10-23
Broadway Wealth Solutions, Inc.
CLOSED0667-667-100%$210.0K$0-$210.0K2026-10-21
Westover Capital Advisors, LLC
CLOSED0665-665-100%$209.4K$0-$209.4K2026-10-26
Founders Grove Wealth Partners, LLC
CLOSED0665-665-100%$209.4K$0-$209.4K2026-10-16
Towerpoint Wealth, LLC
CLOSED0664-664-100%$209.1K$0-$209.1K2026-10-13
Certuity, LLC
CLOSED0664-664-100%$209.1K$0-$209.1K2026-11-02
Brighton Securities Corp.
CLOSED0662-662-100%$208.4K$0-$208.4K2026-10-08
Independent Wealth Network Inc.
CLOSED0661-661-100%$208.1K$0-$208.1K2026-10-19
White Pine Investment Co
CLOSED0660-660-100%$208.0K$0-$208.0K2026-10-15
Telos Capital Management, Inc.
CLOSED0658-658-100%$207.2K$0-$207.2K2026-11-02
BridgePort Financial Solutions, LLC
CLOSED0657-657-100%$207.0K$0-$207.0K2026-11-02
Legacy Wealth Asset Management, LLC
CLOSED0654-654-100%$205.9K$0-$205.9K2026-10-09
Armor Investment Advisors, LLC
CLOSED0652-652-100%$205.3K$0-$205.3K2026-10-27
True Blue Financial, LLC
CLOSED0647-647-100%$203.8K$0-$203.8K2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
CLOSED0644-644-100%$202.8K$0-$202.8K2026-10-28
Clark Asset Management, LLC
CLOSED0643-643-100%$202.4K$0-$202.4K2026-10-19
DecisionMap Wealth Management, LLC
CLOSED0642-642-100%$202.1K$0-$202.1K2026-10-29
Wellington Shields & Co., LLC
CLOSED0375-375-100%$118.1K$0-$118.1K2026-11-03
Central Pacific Bank - Trust Division
CLOSED0314-314-100%$98.9K$0-$98.9K2026-10-06
Evolution Advisers, Inc.
CLOSED0301-301-100%$94.0K$0-$94.0K2026-11-06
Strategic Wealth Advisors LLC
CLOSED0197-197-100%$69$0-$692026-11-06
Reap Financial Group, LLC
CLOSED0192-192-100%$60.5K$0-$60.5K2026-11-02
Cornerstone Planning Group LLC
CLOSED0188-188-100%$58.2K$0-$58.2K2026-10-16
Wellington Grp LLC
CLOSED0185-185-100%$60.8K$0-$60.8K2026-11-06
Solstein Capital, LLC
CLOSED0158-158-100%$49.7K$0-$49.7K2026-11-02
Evolution Wealth Management Inc.
CLOSED0120-120-100%$37.8K$0-$37.8K2026-10-28
Robinswood Financial LLC
CLOSED0112-112-100%$35.4K$0-$35.4K2026-10-20
LifeSteps Financial, Inc.
CLOSED053-53-100%$16.7K$0-$16.7K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED044-44-100%$13.9K$0-$13.9K2026-10-26
Guardian Partners Inc.
CLOSED040-40-100%$12.6K$0-$12.6K2026-10-21
Community Financial Services Group, LLC
CLOSED030-30-100%$9.4K$0-$9.4K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED027-27-100%$8.5K$0-$8.5K2026-10-29
Fairway Wealth LLC
CLOSED025-25-100%$7.9K$0-$7.9K2026-10-30
Marquette Asset Management, LLC
CLOSED016-16-100%$5.0K$0-$5.0K2026-10-09
Stone House Investment Management, LLC
CLOSED011-11-100%$3.5K$0-$3.5K2026-10-23
Tower Trust & Investment Co
CLOSED03-3-100%$944$0-$9442026-10-28
Trifecta Capital Advisors, LLC
CLOSED02-2-100%$630$0-$6302026-10-21
Hurley Capital, LLC
CLOSED02-2-100%$630$0-$6302026-11-05
Kozak & Associates, Inc.
CLOSED000—$15$0-$152026-10-29
Raleigh Capital Management Inc.
DECREASED0117-117-100%$36.7K$126-$36.6K2026-10-28
Arvest Investments, Inc.
UNCHANGED000—$0$0$02026-10-21
BlackRock, Inc.
N/A—27,414,742-27,414,742-100%$8.6B———
Vanguard Capital Management LLC
N/A—22,536,843-22,536,843-100%$7.1B———
JPMorgan Chase & Co
N/A—17,260,943-17,260,943-100%$5.7B———
State Street Corp
N/A—15,532,565-15,532,565-100%$4.9B———
Price T Rowe Associates Inc
N/A—11,916,057-11,916,057-100%$3.8B———
Vanguard Portfolio Management LLC
N/A—8,173,167-8,173,167-100%$2.6B———
Wellington Management Group LLP
N/A—8,167,185-8,167,185-100%$2.6B———
Morgan Stanley
N/A—5,960,732-5,960,732-100%$1.9B———
Alliancebernstein L.P.
N/A—4,927,021-4,927,021-100%$1.6B———
Norges Bank
N/A—4,892,615-4,892,615-100%$1.5B———
Bank of America Corp
N/A—4,460,311-4,460,311-100%$1.4B———
Royal Bank of Canada
N/A—3,475,558-3,475,558-100%$1.1B———
Northern Trust Corp
N/A—3,326,549-3,326,549-100%$1.0B———
Arrowstreet Capital, Limited Partnership
N/A—3,282,207-3,282,207-100%$1.0B———
Ameriprise Financial Inc
N/A—3,272,554-3,272,554-100%$1.0B———
First Western Trust Bank
N/A—3,017,349-3,017,349-100%$950.0M———
Fundsmith LLP
N/A—2,913,833-2,913,833-100%$917.4M———
Franklin Resources Inc
N/A—2,787,785-2,787,785-100%$877.7M———
Goldman Sachs Group Inc
N/A—2,783,782-2,783,782-100%$876.4M———
UBS Asset Management Americas LLC
N/A—2,689,376-2,689,376-100%$846.7M———
Wells Fargo & Company
N/A—2,407,680-2,407,680-100%$758.0M———
Legal & General Group Plc
N/A—2,246,257-2,246,257-100%$707.2M———
Jupiter Topco LLC
N/A—2,164,836-2,164,836-100%$681.6M———
Charles Schwab Investment Management Inc
N/A—2,148,933-2,148,933-100%$676.6M———
Schroder Investment Management Group
N/A—2,119,907-2,119,907-100%$667.4M———
Vanguard Fiduciary Trust Co
N/A—1,937,377-1,937,377-100%$610.0M———
UBS Group AG
N/A—1,909,680-1,909,680-100%$601.2M———
Invesco Ltd.
N/A—1,855,162-1,855,162-100%$584.1M———
FMR LLC
N/A—1,702,373-1,702,373-100%$536.0M———
Capital Research Global Investors
N/A—1,617,176-1,617,176-100%$509.2M———
Nuveen, LLC
N/A—1,505,533-1,505,533-100%$474.0M———
Clearbridge Investments, LLC
N/A—1,183,466-1,183,466-100%$372.6M———
1832 Asset Management L.P.
N/A—1,156,684-1,156,684-100%$364.2M———
Boston Partners
N/A—1,071,198-1,071,198-100%$337.0M———
Fundsmith Investment Services Ltd.
N/A—1,050,585-1,050,585-100%$330.8M———
Raymond James Financial Inc
N/A—987,906-987,906-100%$311.0M———
Swiss National Bank
N/A—972,180-972,180-100%$306.1M———
Manufacturers Life Insurance Company, the
N/A—859,544-859,544-100%$270.6M———
Nordea Investment Management AB
N/A—837,203-837,203-100%$264.4M———
CIBC Bancorp USA Inc.
N/A—745,832-745,832-100%$235.1M———
Vanguard Global Advisers, LLC
N/A—744,625-744,625-100%$234.4M———
National Pension Service
N/A—721,186-721,186-100%$227.1M———
APG Asset Management N.V.
N/A—716,904-716,904-100%$197.4M———
First Trust Advisors LP
N/A—703,729-703,729-100%$221.6M———
California Public Employees Retirement System
N/A—697,273-697,273-100%$219.5M———
HSBC Holdings PLC
N/A—688,707-688,707-100%$216.4M———
Blair William & Co
N/A—684,392-684,392-100%$215.5M———
Mariner, LLC
N/A—683,511-683,511-100%$215.3M———
Primecap Management Co
N/A—677,872-677,872-100%$213.4M———
Vanguard Asset Management, Ltd
N/A—674,424-674,424-100%$212.3M———
Neuberger Berman Group LLC
N/A—672,964-672,964-100%$211.9M———
Envestnet Asset Management Inc
N/A—650,461-650,461-100%$204.8M———
FIL Ltd
N/A—619,922-619,922-100%$195.2M———
Rhumbline Advisers
N/A—616,745-616,745-100%$194.2M———
BNP Paribas Financial Markets
N/A—598,113-598,113-100%$188.3M———
Jensen Investment Management Inc
N/A—589,670-589,670-100%$185.7M———
Stifel Financial Corp
N/A—568,038-568,038-100%$178.9M———
Lazard Asset Management LLC
N/A—545,871-545,871-100%$171.9M———
Saturna Capital Corp
N/A—543,257-543,257-100%$176.7M———
Ensign Peak Advisors, Inc
N/A—519,263-519,263-100%$163.5M———
California State Teachers Retirement System
N/A—518,979-518,979-100%$163.4M———
Generation Investment Management LLP
N/A—512,346-512,346-100%$161.3M———
Bank of Montreal
N/A—496,428-496,428-100%$156.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—495,342-495,342-100%$156.0M———
Canada Pension Plan Investment Board
N/A—488,517-488,517-100%$153.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—488,231-488,231-100%$153.8M———
HighTower Advisors, LLC
N/A—486,005-486,005-100%$153.0M———
AQR Capital Management LLC
N/A—476,095-476,095-100%$149.8M———
National Bank of Canada
N/A—458,110-458,110-100%$144.2M———
BNP Paribas Asset Management Holding S.A.
N/A—457,881-457,881-100%$144.2M———
Public Employees Retirement Association of Colorado
N/A—447,424-447,424-100%$140.9M———
Point72 Asset Management, L.P.
N/A—430,094-430,094-100%$135.4M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—420,665-420,665-100%$132.4M———
Railway Pension Investments Ltd
N/A—407,720-407,720-100%$128.4M———
Ilex Capital Partners (UK) LLP
N/A—399,898-399,898-100%$125.9M———
CI Investments Inc.
N/A—397,737-397,737-100%$125.2M———
Evelyn Partners Group Ltd
N/A—396,034-396,034-100%$124.7M———
Credit Agricole S A
N/A—395,619-395,619-100%$124.6M———
New York State Common Retirement Fund
N/A—378,037-378,037-100%$119.0M———
Baird Financial Group, Inc.
N/A—376,287-376,287-100%$118.5M———
Jupiter Asset Management LTD
N/A—367,760-367,760-100%$120.5M———
Natixis Advisors, LLC
N/A—364,761-364,761-100%$114.8M———
Rathbones Group PLC
N/A—353,461-353,461-100%$111.3M———
Jones Financial Companies Lllp
N/A—344,130-344,130-100%$114.5M———
Royal London Asset Management LTD
N/A—340,466-340,466-100%$107.2M———
Jennison Associates LLC
N/A—323,435-323,435-100%$101.8M———
American Century Companies Inc
N/A—318,489-318,489-100%$100.3M———
Adage Capital Partners GP, L.L.C.
N/A—307,499-307,499-100%$96.8M———
Cerity Partners LLC
N/A—306,865-306,865-100%$96.6M———
Aviva PLC
N/A—301,563-301,563-100%$94.9M———
State Board of Administration of Florida Retirement System
N/A—294,126-294,126-100%$92.6M———
Handelsbanken Fonder AB
N/A—287,125-287,125-100%$90.4K———
ABN Amro Bank N.V.
N/A—274,441-274,441-100%$86.4M———
Johnson Investment Counsel Inc
N/A—273,515-273,515-100%$86.1M———
D. E. Shaw & Co., Inc.
N/A—270,554-270,554-100%$85.2M———
Bellevue Group AG
N/A—268,461-268,461-100%$84.5M———
Storebrand Asset Management AS
N/A—259,064-259,064-100%$81.6M———
NZS Capital, LLC
N/A—258,631-258,631-100%$81.4M———
Haverford Trust Co
N/A—255,083-255,083-100%$80.3M———
Life Cycle Investment Partners Ltd
N/A—255,072-255,072-100%$80.3M———
Canada Life Assurance Co
N/A—254,575-254,575-100%$80.1M———
TD Asset Management Inc
N/A—249,556-249,556-100%$78.6M———
Clark Capital Management Group, Inc.
N/A—246,592-246,592-100%$77.6M———
EP Wealth Advisors, LLC
N/A—243,288-243,288-100%$76.6M———
Harvest Portfolios Group Inc.
N/A—221,792-221,792-100%$69.8M———
Danske Bank A/S
N/A—209,057-209,057-100%$65.8M———
Bridges Investment Management Inc
N/A—207,365-207,365-100%$65.3M———
Capital Advisors Inc
N/A—205,253-205,253-100%$64.6M———
Nomura Asset Management Co LTD
N/A—202,083-202,083-100%$63.6M———
Lord, Abbett & Co. LLC
N/A—200,945-200,945-100%$63.3M———
SEI Investments Co
N/A—196,505-196,505-100%$61.9M———
Massachusetts Financial Services Co
N/A—195,835-195,835-100%$67.8M———
Employees Retirement System of Texas
N/A—193,102-193,102-100%$60.8M———
Focus Partners Wealth
N/A—184,736-184,736-100%$58.2M———
Scharf Investments, LLC
N/A—184,576-184,576-100%$58.1M———
State of Wisconsin Investment Board
N/A—184,144-184,144-100%$58.0M———
Banque Transatlantique SA
N/A—183,559-183,559-100%$61.4M———
Silvercrest Asset Management Group LLC
N/A—182,236-182,236-100%$57.4M———
Cornerstone Investment Partners, LLC
N/A—181,906-181,906-100%$57.3M———
Cetera Investment Advisers
N/A—181,223-181,223-100%$57.1M———
Chevy Chase Trust Holdings, LLC
N/A—177,888-177,888-100%$56.0M———
CIBC World Market Inc.
N/A—176,590-176,590-100%$55.6M———
Vanguard Investments Australia, Ltd.
N/A—175,985-175,985-100%$55.4M———
Quantinno Capital Management LP
N/A—173,466-173,466-100%$54.6M———
Korea Investment Corp
N/A—170,682-170,682-100%$53.7M———
Jane Street Group, LLC
N/A—169,217-169,217-100%$53.3M———
Alyeska Investment Group, L.P.
N/A—167,524-167,524-100%$52.7M———
Prudential Financial Inc
N/A—165,578-165,578-100%$52.1M———
LGT Capital Partners Ltd.
N/A—164,418-164,418-100%$51.8M———
Huntington National Bank
N/A—163,783-163,783-100%$51.6M———
SG Americas Securities, LLC
N/A—163,449-163,449-100%$51.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—161,215-161,215-100%$50.8M———
Orbimed Advisors LLC
N/A—159,100-159,100-100%$50.1M———
Sandhill Capital Partners LLC
N/A—157,336-157,336-100%$49.5M———
Citadel Advisors LLC
N/A—152,464-152,464-100%$48.0M———
Teacher Retirement System of Texas
N/A—148,313-148,313-100%$46.7M———
Treasurer of the State of North Carolina
N/A—147,312-147,312-100%$46.4M———
Acadian Asset Management LLC
N/A—145,506-145,506-100%$45.8M———
Davis R M Inc
N/A—143,192-143,192-100%$45.2M———
Mercer Global Advisors Inc
N/A—142,133-142,133-100%$44.7M———
Nomura Asset Management International Inc.
N/A—140,275-140,275-100%$44.2M———
Empower Advisory Group, LLC
N/A—139,722-139,722-100%$44.0M———
Benjamin Edwards Inc
N/A—138,678-138,678-100%$43.7M———
Captrust Financial Advisors
N/A—138,667-138,667-100%$43.7M———
Flputnam Investment Management Co
N/A—137,133-137,133-100%$43.2M———
KLP Kapitalforvaltning AS
N/A—135,004-135,004-100%$42.6M———
Osaic Holdings, Inc.
N/A—134,303-134,303-100%$42.3M———
Mufg Securities Emea plc
N/A—132,487-132,487-100%$41.7M———
Public Employees Retirement System of Ohio
N/A—132,253-132,253-100%$41.6M———
Bank of Nova Scotia
N/A—131,985-131,985-100%$41.6M———
Federation des caisses Desjardins du Quebec
N/A—130,577-130,577-100%$41.1M———
Victory Capital Management Inc
N/A—127,878-127,878-100%$40.3M———
Skandinaviska Enskilda Banken AB (publ)
N/A—127,392-127,392-100%$40.1M———
Gotham Asset Management, LLC
N/A—126,090-126,090-100%$39.7M———
DF Dent & Co Inc
N/A—121,896-121,896-100%$38.4M———
Commerce Bank
N/A—120,562-120,562-100%$38.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—119,863-119,863-100%$37.7M———
State of Tennessee, Department of Treasury
N/A—116,098-116,098-100%$36.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—115,571-115,571-100%$36.4M———
MAI Capital Management
N/A—114,533-114,533-100%$36.1M———
Employees Provident Fund Board
N/A—113,560-113,560-100%$35.8M———
MAR Vista Investment Partners LLC
N/A—113,049-113,049-100%$35.6M———
Peapack Gladstone Financial Corp
N/A—112,467-112,467-100%$35.4M———
Tidal Investments LLC
N/A—111,457-111,457-100%$35.1M———
Allianz Asset Management GmbH
N/A—108,802-108,802-100%$34.3M———
Steward Partners Investment Advisory, LLC
N/A—106,494-106,494-100%$33.5M———
Scotia Capital Inc.
N/A—106,171-106,171-100%$33.4M———
Toronto Dominion Bank
N/A—106,102-106,102-100%$33.4M———
North Star Asset Management Inc
N/A—105,188-105,188-100%$33.1M———
Zhang Financial LLC
N/A—103,679-103,679-100%$32.6M———
Federated Hermes, Inc.
N/A—103,389-103,389-100%$32.6M———
Resona Asset Management Co.,Ltd.
N/A—100,949-100,949-100%$32.1M———
Rockefeller Capital Management L.P.
N/A—95,604-95,604-100%$30.1M———
Dundas Partners LLP
N/A—95,028-95,028-100%$29.9M———
Millennium Management LLC
N/A—92,570-92,570-100%$29.1M———
Renaissance Technologies LLC
N/A—91,300-91,300-100%$28.7M———
ING Groep NV
N/A—90,021-90,021-100%$28.3M———
Comgest Global Investors S.A.S.
N/A—89,721-89,721-100%$28.2M———
Advisors Capital Management, LLC
N/A—89,485-89,485-100%$28.2M———
First Manhattan Co. Llc.
N/A—88,504-88,504-100%$27.9M———
Westwood Holdings Group Inc
N/A—86,330-86,330-100%$27.2M———
NS Partners Ltd
N/A—83,396-83,396-100%$26.3M———
Tredje Ap-fonden
N/A—81,891-81,891-100%$25.8M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—81,022-81,022-100%$25.5M———
Janney Montgomery Scott LLC
N/A—80,254-80,254-100%$25.3M———
MetLife Investment Management, LLC
N/A—78,948-78,948-100%$24.9M———
MML Investors Services, LLC
N/A—78,923-78,923-100%$24.8M———
Segall Bryant & Hamill, LLC
N/A—78,776-78,776-100%$24.8M———
Capitolis Liquid Global Markets LLC
N/A—78,505-78,505-100%$24.7M———
Susquehanna International Group, LLP
N/A—76,719-76,719-100%$24.2M———
Vinva Investment Management Ltd
N/A—76,411-76,411-100%$25.3M———
DnB Asset Management AS
N/A—75,658-75,658-100%$23.8M———
Woodline Partners LP
N/A—75,286-75,286-100%$23.7M———
Boston Family Office LLC
N/A—73,821-73,821-100%$23.2M———
Gabelli Funds LLC
N/A—72,655-72,655-100%$22.9M———
Destination Wealth Management
N/A—72,165-72,165-100%$22.7M———
Trillium Asset Management, LLC
N/A—71,991-71,991-100%$22.7M———
RWA Wealth Partners, LLC
N/A—71,960-71,960-100%$22.7M———
Zacks Investment Management
N/A—70,804-70,804-100%$22.3M———
Steigerwald, Gordon & Koch Inc.
N/A—70,209-70,209-100%$22.1M———
Sanctuary Advisors, LLC
N/A—68,875-68,875-100%$21.7M———
Parkman Healthcare Partners LLC
N/A—67,973-67,973-100%$21.4M———
Stock Yards Bank & Trust Co
N/A—67,680-67,680-100%$21.3M———
USS Investment Management Ltd
N/A—65,255-65,255-100%$20.5M———
Dearborn Partners LLC
N/A—65,038-65,038-100%$20.5M———
Rhenman & Partners Asset Management AB
N/A—65,000-65,000-100%$20.5M———
C Partners Holding GmbH
N/A—64,291-64,291-100%$20.2M———
&partners
N/A—63,614-63,614-100%$20.0M———
Bradley Foster & Sargent Inc
N/A—63,139-63,139-100%$19.9M———
Focus Partners Advisor Solutions, LLC
N/A—63,079-63,079-100%$19.9M———
QRG Capital Management, Inc.
N/A—63,017-63,017-100%$19.8M———
Avalon Trust Co
N/A—60,840-60,840-100%$19.2M———
Rehmann Capital Advisory Group
N/A—60,357-60,357-100%$19.0M———
Blue Sparrow, LLC
N/A—60,000-60,000-100%$18.9M———
Glenmede Trust Co NA
N/A—59,959-59,959-100%$18.9M———
Callahan Advisors, LLC
N/A—59,630-59,630-100%$18.8M———
Ossiam
N/A—59,561-59,561-100%$18.8M———
Marco Investment Management LLC
N/A—57,471-57,471-100%$18.1M———
PFM Health Sciences, LP
N/A—56,637-56,637-100%$17.8M———
Public Sector Pension Investment Board
N/A—56,326-56,326-100%$17.7M———
Vanguard Personalized Indexing Management, LLC
N/A—56,017-56,017-100%$17.6M———
Voya Investment Management LLC
N/A—56,015-56,015-100%$17.6M———
Azimuth Capital Investment Management LLC
N/A—55,537-55,537-100%$17.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—55,255-55,255-100%$17.4M———
LGT Group Foundation
N/A—53,882-53,882-100%$17.0M———
Tiaa Wealth Investment Management LLC
N/A—52,915-52,915-100%$16.7M———
Utah Retirement Systems
N/A—52,507-52,507-100%$16.5M———
Aptus Capital Advisors, LLC
N/A—52,411-52,411-100%$16.5M———
Peak Asset Management, LLC
N/A—52,332-52,332-100%$16.5M———
Varma Mutual Pension Insurance Co
N/A—52,010-52,010-100%$16.4M———
Police & Firemen's Retirement System of New Jersey
N/A—51,935-51,935-100%$16.4M———
British Columbia Investment Management Corp
N/A—51,709-51,709-100%$16.3M———
Pathstone Holdings, LLC
N/A—51,535-51,535-100%$16.4M———
Marshall Wace, LLP
N/A—51,116-51,116-100%$16.1M———
Nissay Asset Management Corp N
N/A—51,065-51,065-100%$16.1M———
Act Two Investors LLC
N/A—50,217-50,217-100%$15.8M———
O'shaughnessy Asset Management, LLC
N/A—49,751-49,751-100%$15.7M———
Advocacy Wealth Management, LLC
N/A—48,645-48,645-100%$15.3M———
Ilmarinen Mutual Pension Insurance Co
N/A—48,030-48,030-100%$15.1M———
MayTech Global Investments, LLC
N/A—47,506-47,506-100%$15.0M———
AustralianSuper Pty Ltd
N/A—46,176-46,176-100%$14.5M———
Brown Advisory Inc
N/A—45,973-45,973-100%$14.5M———
Connors Investor Services Inc
N/A—45,496-45,496-100%$14.3M———
Northwestern Mutual Wealth Management Co
N/A—45,200-45,200-100%$14.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—44,877-44,877-100%$14.1M———
M&T Bank Corp
N/A—44,272-44,272-100%$13.9M———
Intesa Sanpaolo S.p.A.
N/A—43,706-43,706-100%$13.8M———
Klingenstein Fields & Co LP
N/A—43,652-43,652-100%$13.7M———
Lathrop Investment Management Co
N/A—43,630-43,630-100%$13.7M———
Mirova
N/A—43,499-43,499-100%$13.7M———
Waverly Advisors, LLC
N/A—43,388-43,388-100%$13.7M———
Macquarie Group LTD
N/A—42,983-42,983-100%$13.5M———
Howe & Rusling Inc
N/A—42,434-42,434-100%$13.4M———
Dkrt Investments Corp.
N/A—41,700-41,700-100%$13.1M———
Beacon Pointe Advisors, LLC
N/A—40,773-40,773-100%$12.8M———
Pinebridge Investments LLC
N/A—40,054-40,054-100%$12.6M———
Atlantic Union Bankshares Corp
N/A—39,980-39,980-100%$12.6M———
Fiduciary Trust Co
N/A—39,970-39,970-100%$12.6M———
Rothschild Investment LLC
N/A—39,507-39,507-100%$12.4M———
SIT Investment Associates Inc
N/A—38,912-38,912-100%$12.3M———
Erste Asset Management GmbH
N/A—38,330-38,330-100%$12.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—38,144-38,144-100%$12.0M———
Rafferty Asset Management, LLC
N/A—37,980-37,980-100%$12.0M———
Wealthfront Advisers LLC
N/A—37,818-37,818-100%$11.9M———
Nicola Wealth Management Ltd.
N/A—36,800-36,800-100%$11.6M———
Novare Capital Management LLC
N/A—36,510-36,510-100%$11.5M———
Jain Global LLC
N/A—36,477-36,477-100%$11.5M———
Schonfeld Strategic Advisors LLC
N/A—34,612-34,612-100%$10.9M———
Alley Investment Management Company, LLC
N/A—33,821-33,821-100%$10.6M———
Roehl & Yi Investment Advisors, LLC
N/A—33,583-33,583-100%$466.4K———
Northstar Asset Management Inc
N/A—33,581-33,581-100%$10.6M———
Colonial Trust Advisors
N/A—31,243-31,243-100%$9.8M———
Winton Group Ltd
N/A—31,200-31,200-100%$9.8M———
NewEdge Advisors, LLC
N/A—31,073-31,073-100%$9.8M———
Cape COD Five Cents Savings Bank
N/A—30,680-30,680-100%$9.7M———
Atle Fund Management AB
N/A—30,283-30,283-100%$9.5M———
Baltimore-Washington Financial Advisors, Inc.
N/A—29,754-29,754-100%$9.4M———
Evercore Wealth Management, LLC
N/A—29,457-29,457-100%$9.3M———
Advisory Services Network, LLC
N/A—29,439-29,439-100%$9.3M———
River Wealth Advisors LLC
N/A—29,350-29,350-100%$9.2M———
Banque Cantonale Vaudoise
N/A—29,270-29,270-100%$9.2M———
Titan Investment Solutions Ltd
N/A—29,020-29,020-100%$9.1M———
Rock Springs Capital Management LP
N/A—29,000-29,000-100%$9.1M———
IEQ Capital, LLC
N/A—28,828-28,828-100%$9.1M———
Empowered Funds, LLC
N/A—28,726-28,726-100%$9.0M———
Hantz Financial Services, Inc.
N/A—28,477-28,477-100%$9.0M———
Davidson Kempner Capital Management LP
N/A—28,281-28,281-100%$8.9M———
Curi Capital, LLC
N/A—27,740-27,740-100%$8.8M———
Mizuho Securities USA LLC
N/A—27,012-27,012-100%$8.5M———
Teachers Retirement System of the State of Kentucky
N/A—26,929-26,929-100%$8.5M———
Westpac Banking Corp
N/A—26,663-26,663-100%$8.4M———
Trajan Wealth LLC
N/A—26,392-26,392-100%$8.3M———
Pacer Advisors, Inc.
N/A—25,733-25,733-100%$8.1M———
Andra Ap-fonden
N/A—25,695-25,695-100%$8.1M———
DSM Capital Partners LLC
N/A—25,544-25,544-100%$8.0M———
Motco
N/A—25,538-25,538-100%$8.0M———
Commerzbank Aktiengesellschaft
N/A—25,526-25,526-100%$8.0M———
Bearing Point Capital, LLC
N/A—25,210-25,210-100%$7.9M———
Harbour Investments, Inc.
N/A—24,647-24,647-100%$7.8M———
Crawford Investment Counsel Inc
N/A—24,454-24,454-100%$7.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—24,344-24,344-100%$7.7M———
Saudi Central Bank
N/A—24,128-24,128-100%$7.6M———
United Capital Financial Advisors, LLC
N/A—24,033-24,033-100%$7.6M———
Elo Mutual Pension Insurance Co
N/A—23,799-23,799-100%$7.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—23,708-23,708-100%$7.5M———
Bragg Financial Advisors, Inc
N/A—23,626-23,626-100%$7.4M———
Resources Management Corp
N/A—23,544-23,544-100%$7.4M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—23,436-23,436-100%$7.4M———
Orion Porfolio Solutions, LLC
N/A—23,134-23,134-100%$7.3M———
Geneos Wealth Management Inc.
N/A—22,996-22,996-100%$7.2M———
Gamco Investors, Inc. ET AL
N/A—22,961-22,961-100%$7.2M———
Sand Hill Global Advisors, LLC
N/A—22,942-22,942-100%$7.2M———
Advisors Asset Management, Inc.
N/A—22,738-22,738-100%$7.2M———
Vident Advisory, LLC
N/A—22,506-22,506-100%$7.1M———
Hamilton Capital Partners Inc.
N/A—22,400-22,400-100%$7.1M———
Allstate Corp
N/A—22,160-22,160-100%$7.0M———
Sone Capital Management, LLC
N/A—22,151-22,151-100%$7.0M———
Van Eck Associates Corp
N/A—22,011-22,011-100%$6.9M———
Investment Management Corp of Ontario
N/A—21,968-21,968-100%$6.9M———
Bleakley Financial Group, LLC
N/A—21,912-21,912-100%$6.9M———
Prudential PLC
N/A—21,781-21,781-100%$6.9M———
Kentucky Retirement Systems
N/A—21,730-21,730-100%$6.8M———
Dnca Finance
N/A—21,320-21,320-100%$6.7M———
Nomura Holdings Inc
N/A—21,150-21,150-100%$6.7M———
Providence Capital Advisors, LLC
N/A—21,108-21,108-100%$6.6M———
Norinchukin Bank, The
N/A—21,093-21,093-100%$6.6M———
Groupe la Francaise
N/A—21,000-21,000-100%$6.6M———
Bogart Wealth, LLC
N/A—20,919-20,919-100%$6.6M———
Peninsula Asset Management Inc
N/A—20,727-20,727-100%$6.5M———
United Bank
N/A—20,632-20,632-100%$6.5M———
AKO Capital LLP
N/A—20,624-20,624-100%$6.5M———
Voleon Capital Management LP
N/A—20,281-20,281-100%$6.4M———
Magellan Asset Management Ltd
N/A—20,099-20,099-100%$6.3M———
Omers Administration Corp
N/A—19,815-19,815-100%$6.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—19,207-19,207-100%$6.0M———
Pallas Capital Advisors LLC
N/A—18,852-18,852-100%$5.9M———
Kingsview Wealth Management, LLC
N/A—18,669-18,669-100%$5.9M———
Cinctive Capital Management LP
N/A—18,642-18,642-100%$5.9M———
RiverFront Investment Group, LLC
N/A—18,638-18,638-100%$5.9M———
SouthState Bank Corp
N/A—18,060-18,060-100%$5.7M———
Paradiem, LLC
N/A—17,898-17,898-100%$5.6M———
Martin Investment Management, LLC
N/A—17,782-17,782-100%$5.6M———
Arax Advisory Partners
N/A—17,775-17,775-100%$5.6M———
T. Rowe Price Investment Management, Inc.
N/A—17,761-17,761-100%$5.6M———
Horizon Investments, LLC
N/A—17,696-17,696-100%$5.6M———
Pinnacle Financial Partners, Inc.
N/A—17,469-17,469-100%$5.5M———
Allred Capital Management, LLC
N/A—17,468-17,468-100%$5.5M———
Brown Brothers Harriman & Co
N/A—17,207-17,207-100%$5.4M———
Equitable Holdings, Inc.
N/A—17,045-17,045-100%$5.4M———
Squarepoint Ops LLC
N/A—17,021-17,021-100%$5.4M———
World Investment Advisors
N/A—16,988-16,988-100%$5.6M———
New Age Alpha Advisors, LLC
N/A—16,928-16,928-100%$5.3M———
Covington Investment Advisors Inc.
N/A—16,792-16,792-100%$5.3M———
Rock Point Advisors, LLC
N/A—16,171-16,171-100%$5.1M———
Bartlett & Co. Wealth Management LLC
N/A—16,122-16,122-100%$5.1M———
Stonebridge Capital Management Inc
N/A—16,050-16,050-100%$5.1M———
Burling Wealth Partners, LLC
N/A—16,023-16,023-100%$5.0M———
Summit Financial, LLC
N/A—15,905-15,905-100%$5.0M———
Argent Trust Co
N/A—15,889-15,889-100%$5.0M———
Capital Wealth Planning, LLC
N/A—15,651-15,651-100%$4.9M———
Keel Point, LLC
N/A—15,520-15,520-100%$4.9M———
Nelson Capital Management, LLC
N/A—15,466-15,466-100%$4.9M———
Principal Securities, Inc.
N/A—15,423-15,423-100%$4.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—15,405-15,405-100%$4.9M———
S&CO Inc
N/A—15,307-15,307-100%$4.8M———
Intech Investment Management LLC
N/A—15,219-15,219-100%$4.8M———
AdvisorShares Investments LLC
N/A—15,200-15,200-100%$4.8M———
Guggenheim Capital LLC
N/A—15,176-15,176-100%$4.8M———
Van Hulzen Asset Management, LLC
N/A—15,148-15,148-100%$4.8M———
BFC Planning, Inc.
N/A—15,115-15,115-100%$4.8M———
Baader Bank Aktiengesellschaft
N/A—14,933-14,933-100%$4.7M———
Siemens Fonds Invest GmbH
N/A—14,743-14,743-100%$4.6M———
Jump Financial, LLC
N/A—14,640-14,640-100%$4.6M———
LGT Fund Management Co Ltd.
N/A—14,301-14,301-100%$4.5M———
Cresset Asset Management, LLC
N/A—14,288-14,288-100%$4.5M———
Osprey Private Wealth LLC
N/A—13,889-13,889-100%$4.4M———
Hunter Perkins Capital Management, LLC
N/A—13,815-13,815-100%$4.4K———
Roberts Glore & Co Inc
N/A—13,705-13,705-100%$4.3M———
FCA Corp
N/A—13,700-13,700-100%$4.3M———
Metis Global Partners, LLC
N/A—13,506-13,506-100%$4.3M———
Field & Main Bank
N/A—13,332-13,332-100%$4.2M———
Private Advisor Group, LLC
N/A—13,232-13,232-100%$4.2M———
Two Sigma Investments, LP
N/A—13,024-13,024-100%$4.1M———
Ally Financial Inc.
N/A—13,000-13,000-100%$4.1M———
Union Heritage Capital, LLC
N/A—13,000-13,000-100%$4.1M———
Bessemer Group Inc
N/A—12,992-12,992-100%$4.1M———
NorthRock Partners, LLC
N/A—12,744-12,744-100%$4.0M———
Colonial Trust Co / SC
N/A—12,718-12,718-100%$4.0M———
Edgestream Partners, L.P.
N/A—12,637-12,637-100%$4.0M———
HM Payson & Co
N/A—12,599-12,599-100%$4.0M———
Sequoia Financial Advisors, LLC
N/A—12,466-12,466-100%$3.9M———
Maimon Wealth Management Ltd.
N/A—12,329-12,329-100%$3.9M———
Morningstar Investment Management LLC
N/A—12,301-12,301-100%$4.0M———
Bridgewater Associates, LP
N/A—12,155-12,155-100%$3.8M———
Artisan Partners Limited Partnership
N/A—12,111-12,111-100%$3.8M———
Burnham & Co LLC
N/A—12,107-12,107-100%$3.8M———
Ingalls & Snyder LLC
N/A—12,022-12,022-100%$3.8M———
Nwam LLC
N/A—11,963-11,963-100%$3.8M———
Summit Trail Advisors, LLC
N/A—11,737-11,737-100%$3.7M———
Empirical Finance, LLC
N/A—11,697-11,697-100%$3.7M———
Danica Pension, Livsforsikringsaktieselskab
N/A—11,607-11,607-100%$3.7M———
Stephens Inc
N/A—11,491-11,491-100%$3.6M———
WCG Wealth Advisors LLC
N/A—11,482-11,482-100%$3.6M———
Sittner & Nelson, LLC
N/A—11,408-11,408-100%$3.6M———
Stratos Wealth Partners, Ltd.
N/A—11,354-11,354-100%$3.6M———
Canada Post Corp Registered Pension Plan
N/A—11,198-11,198-100%$3.5M———
Resurgent Financial Advisors LLC
N/A—11,183-11,183-100%$3.5M———
Freestone Capital Holdings, LLC
N/A—11,146-11,146-100%$3.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—11,062-11,062-100%$3.5M———
Wesleyan Assurance Society
N/A—11,000-11,000-100%$3.5M———
Independent Advisor Alliance
N/A—10,950-10,950-100%$3.4M———
Arbor Trust Wealth Advisors, LLC
N/A—10,940-10,940-100%$3.4M———
Callan Family Office, LLC
N/A—10,922-10,922-100%$3.4M———
Choate Investment Advisors
N/A—10,901-10,901-100%$3.4M———
Coldstream Capital Management Inc
N/A—10,850-10,850-100%$3.4M———
Meeder Advisory Services, Inc.
N/A—10,836-10,836-100%$3.4M———
Vision Retirement, LLC
N/A—10,778-10,778-100%$3.4M———
Chilton Investment Co Inc.
N/A—10,754-10,754-100%$3.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—10,596-10,596-100%$3.3M———
Man Group plc
N/A—10,568-10,568-100%$3.3M———
Haverford Financial Services, Inc.
N/A—10,563-10,563-100%$3.3M———
Global Retirement Partners, LLC
N/A—10,532-10,532-100%$3.3M———
Envestnet Portfolio Solutions, Inc.
N/A—10,436-10,436-100%$3.3M———
Mufg Securities Americas Inc.
N/A—10,392-10,392-100%$3.3M———
Osmosis Investment Management UK Ltd
N/A—10,315-10,315-100%$3.2M———
Madison Asset Management, LLC
N/A—10,231-10,231-100%$3.2M———
Stonebridge Capital Advisors LLC
N/A—10,152-10,152-100%$3.2M———
Laffer Tengler Investments, Inc.
N/A—10,134-10,134-100%$3.2M———
M3 Wealth Management, LLC
N/A—10,129-10,129-100%$3.2M———
Wealthspire Advisors, LLC
N/A—10,119-10,119-100%$3.2M———
Sound View Wealth Advisors Group, LLC
N/A—10,087-10,087-100%$3.2M———
Daiichi Life Insurance Co., Ltd.
N/A—9,989-9,989-100%$3.1M———
Connable Office Inc
N/A—9,812-9,812-100%$3.1M———
D L Carlson Investment Group Inc
N/A—9,810-9,810-100%$3.1M———
Cary Street Partners Financial LLC
N/A—9,767-9,767-100%$3.1M———
Keebeck Wealth Management
N/A—9,710-9,710-100%$3.1M———
LMR Partners LLP
N/A—9,604-9,604-100%$3.0M———
Western Wealth Management, LLC
N/A—9,515-9,515-100%$3.0M———
Trinity Legacy Partners, LLC
N/A—9,496-9,496-100%$3.1M———
BTG Pactual Asset Management US LLC
N/A—9,490-9,490-100%$3.5M———
Trivant Custom Portfolio Group, LLC
N/A—9,456-9,456-100%$3.0M———
Texas Yale Capital Corp.
N/A—9,443-9,443-100%$3.0M———
one8zero8, LLC
N/A—9,420-9,420-100%$3.0M———
Sumitomo Life Insurance Co
N/A—9,379-9,379-100%$3.0M———
Mediolanum International Funds Ltd
N/A—9,361-9,361-100%$3.1M———
Anchor Investment Management, LLC
N/A—9,189-9,189-100%$2.9M———
Wisconsin Capital Management LLC
N/A—9,174-9,174-100%$2.9M———
Phoenix Financial Ltd.
N/A—9,108-9,108-100%$2.9M———
Aimz Investment Advisors, LLC
N/A—9,033-9,033-100%$2.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—9,017-9,017-100%$2.8M———
Brevan Howard Capital Management LP
N/A—9,013-9,013-100%$2.8M———
Ameritas Investment Partners, Inc.
N/A—8,903-8,903-100%$2.8M———
F/m Investments LLC
N/A—8,601-8,601-100%$2.7M———
Panagora Asset Management Inc
N/A—8,593-8,593-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—8,405-8,405-100%$2.6M———
Wahed Invest LLC
N/A—8,229-8,229-100%$2.6M———
First National Bank of Omaha
N/A—8,129-8,129-100%$2.6M———
Logan Capital Management Inc
N/A—8,103-8,103-100%$2.6M———
EFG International AG
N/A—8,097-8,097-100%$2.5M———
Smartleaf Asset Management LLC
N/A—7,995-7,995-100%$2.6M———
NewEdge Wealth, LLC
N/A—7,934-7,934-100%$2.5M———
Wilson & Boucher Capital Management, LLC
N/A—7,904-7,904-100%$2.5M———
Financial Gravity Companies, Inc.
N/A—7,884-7,884-100%$2.5M———
Longaeva Partners L.P.
N/A—7,859-7,859-100%$2.5M———
Harbour Investment Management LLC
N/A—7,706-7,706-100%$2.4M———
Argo Wealth Advisory, LLC
N/A—7,704-7,704-100%$2.4M———
Cambient Family Office, LLC
N/A—7,668-7,668-100%$2.4M———
American Trust
N/A—7,666-7,666-100%$2.4M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—7,644-7,644-100%$2.4M———
Fairtree Asset Management (Pty) Ltd
N/A—7,556-7,556-100%$2.4M———
Caprock Group, LLC
N/A—7,231-7,231-100%$2.3M———
Sectoral Asset Management Inc
N/A—7,129-7,129-100%$2.2M———
Vestcor Inc
N/A—6,871-6,871-100%$2.2M———
Secured Retirement Advisors, LLC
N/A—6,866-6,866-100%$2.2M———
Monetary Management Group Inc
N/A—6,773-6,773-100%$2.1M———
Eventide Asset Management, LLC
N/A—6,730-6,730-100%$2.2M———
AE Wealth Management LLC
N/A—6,680-6,680-100%$2.1M———
Moneta Group Investment Advisors LLC
N/A—6,652-6,652-100%$2.1M———
Caisse de Depot ET Placement DU Quebec
N/A—6,529-6,529-100%$2.1M———
BlueSpruce Investments, LP
N/A—6,474-6,474-100%$2.0M———
Broadwater Capital Management LLC
N/A—6,465-6,465-100%$2.0M———
Estabrook Capital Management
N/A—6,461-6,461-100%$2.0M———
Northstar Group, Inc.
N/A—6,406-6,406-100%$2.0M———
Dakota Wealth Management
N/A—6,351-6,351-100%$2.0M———
Capstone Investment Advisors, LLC
N/A—6,208-6,208-100%$2.0M———
IHT Wealth Management, LLC
N/A—6,121-6,121-100%$1.9M———
TCW Group Inc
N/A—6,084-6,084-100%$1.9M———
Whittier Trust Co of Nevada Inc
N/A—5,981-5,981-100%$2.0M———
Quantitative Investment Management, LLC
N/A—5,942-5,942-100%$1.9M———
Kennedy Capital Management LLC
N/A—5,911-5,911-100%$1.9M———
Montanova Capital, LLC
N/A—5,860-5,860-100%$1.8M———
Banco de Sabadell, S.a
N/A—5,843-5,843-100%$1.8M———
SCS Capital Management LLC
N/A—5,788-5,788-100%$1.8M———
Syon Capital LLC
N/A—5,771-5,771-100%$1.8M———
Stance Capital LLC
N/A—5,652-5,652-100%$1.8M———
Cannell & Spears LLC
N/A—5,633-5,633-100%$1.8M———
Vestmark Advisory Solutions, Inc.
N/A—5,586-5,586-100%$1.8M———
Ballentine Partners, LLC
N/A—5,565-5,565-100%$1.8M———
Modern Wealth Management, LLC
N/A—5,503-5,503-100%$1.7M———
MainStreet Investment Advisors LLC
N/A—5,436-5,436-100%$1.7M———
Impax Asset Management Group plc
N/A—5,352-5,352-100%$1.7M———
Tradewinds, Llc.
N/A—5,336-5,336-100%$225.0K———
Fidelis Capital Partners, LLC
N/A—5,326-5,326-100%$1.7M———
Vectors Research Management, LLC
N/A—5,325-5,325-100%$1.7M———
PFG Investments, LLC
N/A—5,304-5,304-100%$1.7M———
Dividend Assets Capital, LLC
N/A—5,280-5,280-100%$1.7M———
Crux Wealth Advisors
N/A—5,269-5,269-100%$1.7M———
Corsicana & Co.
N/A—5,219-5,219-100%$1.6M———
KKM Financial LLC
N/A—5,188-5,188-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—5,175-5,175-100%$1.6M———
Silvant Capital Management LLC
N/A—5,152-5,152-100%$1.6M———
Nicholson Wealth Management Group, LLC
N/A—5,152-5,152-100%$1.6M———
Mutual Advisors, LLC
N/A—5,139-5,139-100%$1.6M———
Apriem Advisors
N/A—5,077-5,077-100%$1.6M———
Hamrick Investment Counsel, llc
N/A—5,018-5,018-100%$1.6M———
Frec Markets, Inc.
N/A—4,990-4,990-100%$1.6M———
Figure 8 Investment Strategies LLC
N/A—4,982-4,982-100%$1.6M———
McMillan Office, Inc.
N/A—4,945-4,945-100%$1.6M———
Mendel Capital Management LLC
N/A—4,917-4,917-100%$1.5M———
West Michigan Advisors, LLC
N/A—4,905-4,905-100%$1.5M———
Xcelsior Advisor Partners LLC
N/A—4,896-4,896-100%$1.5M———
Ancora Advisors LLCA
N/A—4,876-4,876-100%$1.5M———
Glen Eagle Advisors, LLC
N/A—4,848-4,848-100%$1.5M———
Banco Santander, S.A.
N/A—4,843-4,843-100%$1.5M———
Savvy Advisors, Inc.
N/A—4,826-4,826-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—4,811-4,811-100%$1.5M———
GeoWealth Management, LLC
N/A—4,772-4,772-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—4,694-4,694-100%$1.5M———
Miller Capital Partners, Inc.
N/A—4,634-4,634-100%$1.5M———
Becker Capital Management Inc
N/A—4,623-4,623-100%$1.5M———
BTC Capital Management, Inc.
N/A—4,507-4,507-100%$1.4M———
Boston Research & Management Inc
N/A—4,354-4,354-100%$1.4M———
RNC Capital Management LLC
N/A—4,350-4,350-100%$1.4M———
Advisors Preferred, LLC
N/A—4,300-4,300-100%$1.4M———
Karani Asset Management LLC
N/A—4,235-4,235-100%$1.3M———
OAK Associates LTD
N/A—4,221-4,221-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—4,179-4,179-100%$1.3M———
Ballast Advisors LLC
N/A—4,173-4,173-100%$1.3M———
Mairs & Power Inc
N/A—4,072-4,072-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—4,067-4,067-100%$1.3M———
Whittier Trust Co
N/A—4,021-4,021-100%$1.3M———
Heartland Bank & Trust Co
N/A—4,021-4,021-100%$1.3M———
DoubleLine ETF Adviser LP
N/A—3,988-3,988-100%$1.3M———
Hills Bank & Trust Co
N/A—3,981-3,981-100%$1.3M———
Fiduciary Group, LLC
N/A—3,972-3,972-100%$1.3M———
Berger Financial Group, Inc
N/A—3,970-3,970-100%$1.2M———
Ridge Creek Global, Inc
N/A—3,950-3,950-100%$1.2M———
Advisory Alpha, LLC
N/A—3,930-3,930-100%$1.2M———
Private Harbour Investment Management & Counsel, LLC
N/A—3,927-3,927-100%$1.2M———
CreativeOne Wealth, LLC
N/A—3,911-3,911-100%$1.2M———
Trivium Point Advisory, LLC
N/A—3,878-3,878-100%$1.2M———
Bridgewater Advisors Inc.
N/A—3,809-3,809-100%$1.3M———
Financial Engines Advisors L.L.C.
N/A—3,807-3,807-100%$1.2M———
Evernest Financial Advisors, LLC
N/A—3,730-3,730-100%$1.2M———
Rothschild Wealth LLC
N/A—3,713-3,713-100%$1.2M———
Nicolet Bankshares Inc
N/A—3,681-3,681-100%$1.2M———
Stansberry Asset Management, LLC
N/A—3,666-3,666-100%$1.2M———
Blue Chip Partners, LLC
N/A—3,621-3,621-100%$1.1M———
Ramirez Asset Management, Inc.
N/A—3,559-3,559-100%$1.1M———
Pine Harbor Wealth Management, LLC
N/A—3,548-3,548-100%$1.1M———
Bluebird Wealth Management LLC
N/A—3,510-3,510-100%$1.1M———
Essex Financial Services, Inc.
N/A—3,418-3,418-100%$1.1M———
Hilltop Holdings Inc.
N/A—3,406-3,406-100%$1.1M———
Bank of Nova Scotia Trust Co
N/A—3,405-3,405-100%$1.1M———
YCG, LLC
N/A—3,390-3,390-100%$1.1M———
1ST Source Bank
N/A—3,376-3,376-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—3,367-3,367-100%$1.1M———
Aureus Asset Management, LLC
N/A—3,357-3,357-100%$1.1M———
Pure Financial Advisors, LLC
N/A—3,344-3,344-100%$1.1M———
Fred Alger Management, LLC
N/A—3,335-3,335-100%$1.1M———
Mission Creek Capital Partners, Inc.
N/A—3,327-3,327-100%$1.0M———
Wealth Watch Advisors, Inc
N/A—3,314-3,314-100%$1.0M———
Rialto Wealth Management, LLC
N/A—3,314-3,314-100%$1.0M———
Verition Fund Management LLC
N/A—3,266-3,266-100%$1.0M———
Wimmer Associates 1, LLC
N/A—3,264-3,264-100%$1.0M———
Gladstone Institutional Advisory LLC
N/A—3,215-3,215-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—3,204-3,204-100%$1.0M———
Kirtland Hills Capital Management, LLC
N/A—3,191-3,191-100%$1.0M———
Coppell Advisory Solutions LLC
N/A—3,191-3,191-100%$615.2K———
First Commonwealth Financial Corp
N/A—3,158-3,158-100%$994.3K———
Checchi Capital Advisers, LLC
N/A—3,121-3,121-100%$982.6K———
Integrated Investment Consultants, LLC
N/A—3,121-3,121-100%$982.6K———
Insigneo Advisory Services, LLC
N/A—3,119-3,119-100%$981.9K———
Notis-McConarty Edward
N/A—3,106-3,106-100%$977.9K———
Ironwood Investment Counsel, LLC
N/A—3,082-3,082-100%$970.3K———
Holderness Investments Co
N/A—3,079-3,079-100%$969.4K———
Arkadios Wealth Advisors
N/A—3,074-3,074-100%$967.9K———
Snowden Capital Advisors LLC
N/A—3,043-3,043-100%$960.7K———
Lowe Brockenbrough & Co Inc
N/A—3,026-3,026-100%$952.7K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,022-3,022-100%$952.9K———
IFG Advisory, LLC
N/A—2,988-2,988-100%$940.6K———
Transcend Capital Advisors, LLC
N/A—2,985-2,985-100%$939.7K———
Baldwin Investment Management, LLC
N/A—2,968-2,968-100%$934.4K———
Qtron Investments LLC
N/A—2,925-2,925-100%$920.9K———
Fi3 Financial Advisors, LLC
N/A—2,922-2,922-100%$318.8K———
Strategic Wealth Partners, Ltd.
N/A—2,908-2,908-100%$915.4K———
Dynasty Wealth Management, LLC
N/A—2,883-2,883-100%$907.8K———
Oversea-Chinese Banking Corp Ltd
N/A—2,877-2,877-100%$905.8K———
Twin City Private Wealth, LLC
N/A—2,797-2,797-100%$883.0K———
Fiduciary Financial Advisors
N/A—2,709-2,709-100%$850.7K———
Brooktree Capital Management
N/A—2,693-2,693-100%$847.9K———
Catalyst Funds Management Pty Ltd
N/A—2,680-2,680-100%$843.8K———
Johnson Financial Group, Inc.
N/A—2,668-2,668-100%$842.3K———
Tailwinds Wealth, LLC
N/A—2,668-2,668-100%$840.1K———
Donaldson Capital Management, LLC
N/A—2,667-2,667-100%$839.7K———
Spirepoint Private Client, LLC
N/A—2,623-2,623-100%$825.8K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,617-2,617-100%$823.9K———
Atlas Legacy Advisors, LLC
N/A—2,586-2,586-100%$834.1K———
Coastal Bridge Advisors, LLC
N/A—2,573-2,573-100%$810.2K———
Okabena Investment Services Inc
N/A—2,558-2,558-100%$805.4K———
AlTi Global, Inc.
N/A—2,539-2,539-100%$801.6K———
Cary Street Partners Investment Advisory LLC
N/A—2,518-2,518-100%$792.5K———
North Dallas Bank & Trust Co
N/A—2,480-2,480-100%$780.8K———
Astoria Portfolio Advisors Llc.
N/A—2,475-2,475-100%$779.1K———
Smithfield Trust Co
N/A—2,456-2,456-100%$674.1K———
Bank of Marin
N/A—2,446-2,446-100%$770.1K———
Southeast Asset Advisors, LLC
N/A—2,439-2,439-100%$767.8K———
Cambria Investment Management, L.P.
N/A—2,437-2,437-100%$767.3K———
Kintra Wealth, LLC
N/A—2,423-2,423-100%$826.5K———
Fayez Sarofim & Co
N/A—2,417-2,417-100%$761.0K———
Cape ANN Savings Bank
N/A—2,365-2,365-100%$744.6K———
Prosperity Consulting Group, LLC
N/A—2,364-2,364-100%$744.3K———
Voya Financial Advisors, Inc.
N/A—2,352-2,352-100%$777.4K———
Brasada Capital Management, LP
N/A—2,330-2,330-100%$733.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—2,291-2,291-100%$721.3K———
Pine Valley Investments Ltd Liability Co
N/A—2,284-2,284-100%$721.1K———
Oxford Financial Group, Ltd. LLC
N/A—2,266-2,266-100%$713.4K———
Hemenway Trust Co LLC
N/A—2,265-2,265-100%$713.1K———
SageView Advisory Group, LLC
N/A—2,247-2,247-100%$707.4K———
E Fund Management Co., Ltd.
N/A—2,247-2,247-100%$707.4K———
Gateway Wealth Partners, LLC
N/A—2,232-2,232-100%$702.8K———
Aventura Private Wealth, LLC
N/A—2,231-2,231-100%$702.5K———
Spinnaker Trust
N/A—2,230-2,230-100%$702.1K———
Bluespring Wealth Management, LLC
N/A—2,229-2,229-100%$701.8K———
Simmons Bank
N/A—2,228-2,228-100%$701.5K———
Ellevest, Inc.
N/A—2,182-2,182-100%$684.8K———
Pgim Custom Harvest LLC
N/A—2,162-2,162-100%$680.7K———
New Vernon Investment Management LLC
N/A—2,160-2,160-100%$680.1K———
Wealthquest Corp
N/A—2,154-2,154-100%$678.2K———
Quotient Wealth Partners, LLC
N/A—2,147-2,147-100%$676.0K———
ST Germain D J Co Inc
N/A—2,146-2,146-100%$675.6K———
Boothbay Fund Management, LLC
N/A—2,128-2,128-100%$670.0K———
McLaughlin Asset Management, Inc.
N/A—2,122-2,122-100%$668.2K———
Pacific Point Advisors, LLC
N/A—2,098-2,098-100%$660.5K———
Proficio Capital Partners LLC
N/A—2,086-2,086-100%$656.6K———
Wealth Alliance, LLC
N/A—2,085-2,085-100%$656.4K———
L2 Asset Management, LLC
N/A—2,084-2,084-100%$656.1K———
1248 Management, LLC
N/A—2,083-2,083-100%$657.6K———
Sompo Asset Management Co., Ltd.
N/A—2,070-2,070-100%$651.7K———
FourThought Financial Partners, LLC
N/A—2,063-2,063-100%$649.6K———
Birchcreek Wealth Management, LLC
N/A—2,060-2,060-100%$648.6K———
Fullerton Fund Management Co Ltd.
N/A—2,053-2,053-100%$646.4K———
Kane Investment Management, Inc.
N/A—2,041-2,041-100%$642.7K———
Composition Wealth, LLC
N/A—2,029-2,029-100%$638.9K———
Orleans Capital Management Corp
N/A—2,020-2,020-100%$636.0K———
Advance Capital Management, Inc.
N/A—2,019-2,019-100%$635.6K———
IMA Advisory Services, Inc.
N/A—2,013-2,013-100%$633.9K———
Adar1 Capital Management, LLC
N/A—2,000-2,000-100%$629.7K———
South Plains Financial, Inc.
N/A—1,969-1,969-100%$619.9K———
FOX RUN Management, L.L.C.
N/A—1,967-1,967-100%$619.3K———
Strategies Wealth Advisors, LLC
N/A—1,946-1,946-100%$612.6K———
AXQ Capital, LP
N/A—1,944-1,944-100%$612.0K———
Waterloo Capital, L.P.
N/A—1,933-1,933-100%$608.5K———
Continuum Advisory, LLC
N/A—1,930-1,930-100%$607.6K———
Douglass Winthrop Advisors, LLC
N/A—1,921-1,921-100%$604.8K———
Persistent Asset Partners Ltd
N/A—1,918-1,918-100%$603.9K———
Pitcairn Wealth Advisors LLC
N/A—1,914-1,914-100%$602.6K———
Private Wealth Asset Management, LLC
N/A—1,893-1,893-100%$596.0K———
Goepper Burkhardt LLC
N/A—1,877-1,877-100%$591.0K———
US Asset Management LLC
N/A—1,865-1,865-100%$587.2K———
Kidder Stephen W
N/A—1,861-1,861-100%$585.9K———
PCM Encore, LLC
N/A—1,851-1,851-100%$582.8K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,832-1,832-100%$576.9K———
Shelton Capital Management
N/A—1,823-1,823-100%$574.0K———
K.J. Harrison & Partners Inc
N/A—1,815-1,815-100%$571.4K———
Caption Management, LLC
N/A—1,800-1,800-100%$566.7K———
Ausdal Financial Partners, Inc.
N/A—1,796-1,796-100%$565.5K———
Millstone Evans Group, LLC
N/A—1,792-1,792-100%$564.2K———
Wealth Advisors of Iowa, LLC
N/A—1,787-1,787-100%$562.7K———
Waddell & Associates, LLC
N/A—1,778-1,778-100%$559.7K———
Tiaa Trust, National Association
N/A—1,771-1,771-100%$557.6K———
AFT, Forsyth & Company, Inc.
N/A—1,770-1,770-100%$557.3K———
Patron Partners, LLC
N/A—1,755-1,755-100%$552.6K———
Kovack Advisors, Inc.
N/A—1,750-1,750-100%$550.2K———
BNP Paribas
N/A—1,713-1,713-100%$539.3K———
Delta Global Management LP
N/A—1,706-1,706-100%$537.1K———
Cofg Advisors, LLC
N/A—1,699-1,699-100%$534.8K———
Clarendon Private LLC
N/A—1,679-1,679-100%$528.7K———
Silver OAK Securities, Incorporated
N/A—1,671-1,671-100%$525.9K———
One Capital Management, LLC
N/A—1,669-1,669-100%$548.5K———
Chesapeake Wealth Management
N/A—1,665-1,665-100%$524.2K———
Lombard Odier Asset Management (Europe) Ltd
N/A—1,656-1,656-100%$521.4K———
Vanguard National Trust Co
N/A—1,645-1,645-100%$517.9K———
Berkshire Asset Management LLC
N/A—1,639-1,639-100%$515.9K———
Stonebrook Private Inc.
N/A—1,617-1,617-100%$509.1K———
Foster & Motley Inc
N/A—1,595-1,595-100%$502.0K———
Pointe Capital Management LLC
N/A—1,594-1,594-100%$501.9K———
CNB Bank
N/A—1,583-1,583-100%$498.4K———
TRB Wealth Management, LLC
N/A—1,538-1,538-100%$484.2K———
Rogco, LP
N/A—1,515-1,515-100%$477.0K———
Headinvest, LLC
N/A—1,513-1,513-100%$476.4K———
HighPoint Advisor Group LLC
N/A—1,511-1,511-100%$475.6K———
Legato Capital Management LLC
N/A—1,504-1,504-100%$473.5K———
Spartan Wealth Advisory Services LLC
N/A—1,496-1,496-100%$470.9K———
Capital Analysts, LLC
N/A—1,469-1,469-100%$462.0K———
Groupama Asset Managment
N/A—1,451-1,451-100%$466.3K———
LOS Angeles Capital Management LLC
N/A—1,447-1,447-100%$455.6K———
Claret Asset Management Corp
N/A—1,442-1,442-100%$454.0K———
BOK Financial Private Wealth, Inc.
N/A—1,435-1,435-100%$453.1K———
Quantbot Technologies LP
N/A—1,431-1,431-100%$450.5K———
Defiance ETFs, LLC
N/A—1,430-1,430-100%$448.1K———
Campion Asset Management
N/A—1,409-1,409-100%$443.6K———
CVA Family Office, LLC
N/A—1,390-1,390-100%$437.6K———
Venturi Wealth Management, LLC
N/A—1,384-1,384-100%$435.7K———
Vawter Financial, Ltd.
N/A—1,372-1,372-100%$432.0K———
Invst, LLC
N/A—1,371-1,371-100%$431.6K———
Spwm Advisors LLC
N/A—1,364-1,364-100%$436.2K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,363-1,363-100%$429.1K———
BSW Wealth Partners
N/A—1,350-1,350-100%$425.0K———
Charter Research & Investment Group, Inc.
N/A—1,336-1,336-100%$420.6K———
OneAscent Family Office, LLC
N/A—1,333-1,333-100%$419.8K———
Tocqueville Asset Management L.P.
N/A—1,321-1,321-100%$415.9K———
Hudson Bay Capital Management LP
N/A—1,320-1,320-100%$415.6K———
Palogic Value Management, L.P.
N/A—1,313-1,313-100%$413.4K———
Campbell Capital Management Inc
N/A—1,300-1,300-100%$409.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,298-1,298-100%$408.0K———
West Family Investments, Inc.
N/A—1,275-1,275-100%$401.4K———
Ameritas Advisory Services, LLC
N/A—1,272-1,272-100%$400.5K———
Legacy Financial Advisors, Inc.
N/A—1,272-1,272-100%$400.5K———
One Wealth Map LLC
N/A—1,266-1,266-100%$446.1K———
Strathmore Capital Advisors, Inc.
N/A—1,261-1,261-100%$396.7K———
Circle Wealth Management, LLC
N/A—1,243-1,243-100%$391.3K———
Ruggaard & Associates LLC
N/A—1,230-1,230-100%$387.3K———
Rodgers Brothers Inc.
N/A—1,221-1,221-100%$384.3K———
Main Street Research LLC
N/A—1,221-1,221-100%$384.3K———
Corient IA LP
N/A—1,220-1,220-100%$384.1K———
First Long Island Investors, LLC
N/A—1,217-1,217-100%$383.2K———
Optimize Financial Inc.
N/A—1,212-1,212-100%$381.6K———
Sound Capital Solutions LLC
N/A—1,212-1,212-100%$381.6K———
Belpointe Asset Management LLC
N/A—1,209-1,209-100%$380.9K———
ESL Trust Services, LLC
N/A—1,200-1,200-100%$377.8K———
Advyzon Investment Management, LLC
N/A—1,185-1,185-100%$373.0K———
Quent Capital, LLC
N/A—1,181-1,181-100%$371.7K———
Guardian Wealth Advisors, LLC / NC
N/A—1,179-1,179-100%$371.1K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,172-1,172-100%$369.0K———
Requisite Capital Management, LLC
N/A—1,165-1,165-100%$367.8K———
Forefront Wealth Partners, LLC
N/A—1,153-1,153-100%$363.0K———
Everpar Advisors LLC
N/A—1,146-1,146-100%$360.8K———
Aberdeen Wealth Management LLC
N/A—1,141-1,141-100%$359.2K———
Cascades Capital Asset Management, LLC
N/A—1,130-1,130-100%$355.8K———
BW Gestao de Investimentos Ltda.
N/A—1,127-1,127-100%$354.8K———
Jackson Thornton Wealth Management, LLC
N/A—1,125-1,125-100%$354.2K———
Riverpoint Wealth Management Holdings, LLC
N/A—1,123-1,123-100%$353.5K———
Regal Investment Advisors LLC
N/A—1,120-1,120-100%$352.6K———
Engineers Gate Manager LP
N/A—1,117-1,117-100%$351.7K———
Hancock Whitney Corp
N/A—1,113-1,113-100%$350.4K———
Perennial Investment Advisors, LLC
N/A—1,107-1,107-100%$348.4K———
Crewe Advisors LLC
N/A—1,106-1,106-100%$348.1K———
Hall Capital Management Co Inc
N/A—1,096-1,096-100%$345.1K———
Causey Wealth LLC
N/A—1,094-1,094-100%$344.4K———
Faithward Advisors, LLC
N/A—1,086-1,086-100%$342.0K———
Rockbridge Investment Management, LCC
N/A—1,074-1,074-100%$338.1K———
Two Sigma Securities, LLC
N/A—1,066-1,066-100%$335.6K———
Ostrum Asset Management
N/A—1,054-1,054-100%$331.8K———
Roundview Capital LLC
N/A—1,047-1,047-100%$329.6K———
Icon Wealth Advisors, LLC
N/A—1,042-1,042-100%$328.1K———
Centaurus Financial, Inc.
N/A—1,033-1,033-100%$325.0K———
White Pine Capital LLC
N/A—1,030-1,030-100%$324.3K———
Riverview Capital Advisers, LLC
N/A—1,020-1,020-100%$321.1K———
Pinnacle West Asset Management, Inc.
N/A—1,010-1,010-100%$318.0K———
Z3 Capital Partners, LLC
N/A—1,002-1,002-100%$315.6K———
Novak & Powell Financial Services, Inc.
N/A—1,000-1,000-100%$314.8K———
Townsquare Capital LLC
N/A—999-999-100%$314.6K———
Bollard Group LLC
N/A—992-992-100%$312.0K———
Pinnacle Family Advisors, LLC
N/A—985-985-100%$310.0K———
First National Advisers, LLC
N/A—980-980-100%$308.5K———
Tyche Wealth Partners LLC
N/A—980-980-100%$308.5K———
Founders Financial Alliance, LLC
N/A—979-979-100%$308.4K———
Buffalo Business & Estate Services LTD
N/A—974-974-100%$306.6K———
Westmount Partners, LLC
N/A—964-964-100%$303.4K———
Marex Group Ltd
N/A—963-963-100%$303.2K———
Stevens Capital Management LP
N/A—959-959-100%$302.0K———
Lcnb Corp
N/A—958-958-100%$301.6K———
Continental Investors Services, Inc.
N/A—951-951-100%$320.7K———
Petix & Botte Co
N/A—946-946-100%$297.8K———
Intellectus Partners, LLC
N/A—946-946-100%$298.7K———
AssuredPartners Investment Advisors, LLC
N/A—946-946-100%$297.9K———
Prestige Wealth Management Group LLC
N/A—944-944-100%$298.1K———
Cyber Hornet ETFs LLC
N/A—940-940-100%$296.0K———
TAGStone Capital, Inc.
N/A—930-930-100%$293.6K———
Lifeworks Advisors, LLC
N/A—909-909-100%$286.2K———
NorthCoast Asset Management LLC
N/A—908-908-100%$286.0K———
Webster Bank, N. A.
N/A—902-902-100%$284.0K———
MidFirst Bank
N/A—901-901-100%$283.7K———
Allianz SE
N/A—900-900-100%$283.4K———
OneAscent Financial Services LLC
N/A—899-899-100%$283.1K———
Sun Financial Inc
N/A—899-899-100%$310.7K———
TFR Capital, Llc.
N/A—886-886-100%$278.9K———
Pitti Group Wealth Management, LLC
N/A—881-881-100%$277.4K———
Camelot Portfolios, LLC
N/A—881-881-100%$277.4K———
First Foundation Advisors
N/A—872-872-100%$274.5K———
Vantus Wealth LLC
N/A—864-864-100%$272.0K———
Leavell Investment Management, Inc.
N/A—860-860-100%$271.6K———
Concentrum Wealth Management
N/A—857-857-100%$269.8K———
Elefante Mark B
N/A—855-855-100%$269.2K———
Black Swift Group, LLC
N/A—850-850-100%$267.6K———
Phillips Wealth Planners LLC
N/A—843-843-100%$278.0K———
Readystate Asset Management LP
N/A—832-832-100%$261.9K———
Harvest Fund Management Co., Ltd
N/A—830-830-100%$261.0K———
Tradition Wealth Management, LLC
N/A—830-830-100%$261.4K———
Octavia Wealth Advisors, LLC
N/A—827-827-100%$261.1K———
Evolve Private Wealth, LLC
N/A—827-827-100%$261.0K———
Westfuller Advisors, LLC
N/A—826-826-100%$260.8K———
Aurdan Capital Management, LLC
N/A—824-824-100%$259.4K———
Fukoku Mutual Life Insurance Co
N/A—824-824-100%$259.4K———
Rwwm, Inc.
N/A—803-803-100%$252.7K———
M. Kulyk & Associates, LLC
N/A—797-797-100%$250.9K———
Sargent Investment Group, LLC
N/A—792-792-100%$249.4K———
Empirical Asset Management, LLC
N/A—789-789-100%$248.3K———
STG Securities, LLC
N/A—789-789-100%$248.4K———
Bolthouse Investments, LLC
N/A—787-787-100%$247.8K———
Meiji Yasuda Asset Management Co Ltd.
N/A—773-773-100%$243.4K———
BLI - Banque de Luxembourg Investments
N/A—773-773-100%$256.0K———
Cozad Asset Management Inc
N/A—762-762-100%$239.8K———
Beto Financial Group, LLC
N/A—761-761-100%$242.9K———
Hilltop Partners LLC
N/A—754-754-100%$237.5K———
Twin Capital Management Inc
N/A—752-752-100%$236.8K———
Second Line Capital, LLC
N/A—751-751-100%$237.2K———
Performance Wealth Partners, LLC
N/A—747-747-100%$235.2K———
MJP Associates Inc
N/A—745-745-100%$234.4K———
Whalerock Point Partners, LLC
N/A—743-743-100%$233.9K———
New Republic Capital, LLC
N/A—739-739-100%$232.5K———
Optas, LLC
N/A—738-738-100%$232.4K———
Shufro Rose & Co LLC
N/A—730-730-100%$229.8K———
Walleye Trading LLC
N/A—723-723-100%$227.6K———
CTC Alternative Strategies, Ltd.
N/A—720-720-100%$226.7K———
DV Trading LLC
N/A—720-720-100%$226.7K———
RD Lewis Holdings, Inc.
N/A—719-719-100%$249.9K———
Sunflower Bank, N.A.
N/A—714-714-100%$224.8K———
Legacy Wealth Advisors, LLC
N/A—706-706-100%$222.3K———
M1 Capital Management LLC
N/A—702-702-100%$221.0K———
Liberty Wealth Management LLC
N/A—696-696-100%$228.6K———
Red Door Wealth Management, LLC
N/A—695-695-100%$218.8K———
Alexander Labrunerie & Co., Inc.
N/A—693-693-100%$218.2K———
Keating Financial Advisory Services, Inc.
N/A—693-693-100%$218.2K———
CoreFirst Bank & Trust
N/A—680-680-100%$214.1K———
JTC Employer Solutions Trustee Ltd
N/A—680-680-100%$214.0K———
Compass Capital Corp
N/A—678-678-100%$231.8K———
S Harris Financial Group, LLC
N/A—678-678-100%$213.5K———
FSA Advisors, Inc.
N/A—672-672-100%$211.4K———
Ames National Corp
N/A—665-665-100%$209.4K———
Somerset Group LLC
N/A—650-650-100%$214.4K———
Alerus Financial NA
N/A—649-649-100%$204.3K———
Tobias Financial Advisors, Inc.
N/A—647-647-100%$203.7K———
Havemeyer Place LP
N/A—645-645-100%$203.1K———
SHP Wealth Management
N/A—642-642-100%$202.3K———
Carr Financial Group Corp
N/A—640-640-100%$201.7K———
PAX Financial Group, LLC
N/A—637-637-100%$200.6K———
Basecamp Wealth Advisors LLC
N/A—610-610-100%$192.1K———
Tripletail Wealth Management, LLC
N/A—580-580-100%$189.4K———
Fourth Dimension Wealth, LLC
N/A—580-580-100%$182.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—576-576-100%$181.3K———
N.E.W. Advisory Services LLC
N/A—509-509-100%$160.3K———
Medallion Wealth Advisors, LLC
N/A—493-493-100%$155.2K———
Core Capital Management & Research, inc.
N/A—483-483-100%$159.1K———
Park Place Capital Corp
N/A—459-459-100%$144.5K———
JPL Wealth Management, LLC
N/A—451-451-100%$141.9K———
Bruce G. Allen Investments, LLC
N/A—439-439-100%$138.2K———
Capula Management Ltd
N/A—398-398-100%$125.3K———
Transamerica Financial Advisors, LLC
N/A—391-391-100%$123.4K———
Strategic Investment Advisors / MI
N/A—377-377-100%$118.8K———
Pinney & Scofield, Inc.
N/A—360-360-100%$113.3K———
Navera Investment Management Ltd.
N/A—350-350-100%$110.2K———
Castleark Management LLC
N/A—340-340-100%$107.0K———
Graney & King, LLC
N/A—324-324-100%$102.0K———
ABS Investment Management LLC
N/A—315-315-100%$163.7K———
Aviso Financial Inc.
N/A—301-301-100%$94.8K———
Vega Investment Solutions
N/A—295-295-100%$92.9K———
Twin Tree Management, LP
N/A—282-282-100%$88.8K———
Outlook Capital Management, LLC
N/A—280-280-100%$88.2K———
LRI Investments, LLC
N/A—278-278-100%$87.4K———
Tidemark, LLC
N/A—277-277-100%$87.1K———
Synergy Investment Management, LLC
N/A—273-273-100%$95.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—269-269-100%$84.7K———
Strive Financial Group,LLC
N/A—266-266-100%$83.7K———
GW&K Investment Management, LLC
N/A—224-224-100%$71.0K———
Dunhill Financial, LLC
N/A—220-220-100%$69.4K———
S&T Bank
N/A—211-211-100%$66.4K———
Core Alternative Capital
N/A—200-200-100%$63.0K———
Accent Capital Management, LLC
N/A—200-200-100%$63.1K———
PIN OAK Investment Advisors Inc
N/A—200-200-100%$63.0K———
Hollencrest Capital Management
N/A—199-199-100%$62.7K———
Security National Bank of Sioux City Iowa
N/A—198-198-100%$62.3K———
Prosperity Bancshares Inc
N/A—195-195-100%$61.4K———
Walleye Capital LLC
N/A—193-193-100%$60.8K———
LOM Asset Management Ltd
N/A—180-180-100%$56.7K———
SOA Wealth Advisors, Llc.
N/A—170-170-100%$53.6K———
Wiser Advisor Group LLC
N/A—166-166-100%$52.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—166-166-100%$52.2K———
Ogorek Anthony Joseph
N/A—160-160-100%$50.0K———
Crews Bank & Trust
N/A—157-157-100%$49.4K———
FWL Investment Management, LLC
N/A—145-145-100%$45.7K———
Kemnay Advisory Services Inc.
N/A—143-143-100%$45.0K———
Purpose Unlimited Inc.
N/A—140-140-100%$44.8K———
Edmond de Rothschild Holding S.A.
N/A—139-139-100%$43.8K———
Sachetta, LLC
N/A—134-134-100%$42.2K———
Copia Wealth Management
N/A—107-107-100%$33.7K———
VSM Wealth Advisory, LLC
N/A—100-100-100%$31.5K———
Lavaca Capital LLC
N/A—100-100-100%$31.5K———
Paladin Advisory Group, LLC
N/A—100-100-100%$31.5K———
Oakmont Corp
N/A—100-100-100%$31.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—98-98-100%$30.9K———
Boreal Capital Management LLC
N/A—96-96-100%$30.3K———
Regatta Research & Money Management
N/A—82-82-100%$25.8K———
Longview Financial Advisors LLC
N/A—81-81-100%$25.5K———
Highland Investment Advisors LLC
N/A—79-79-100%$24.9K———
Kilter Group LLC
N/A—78-78-100%$24.6K———
Cornerstone Financial Management LLC
N/A—78-78-100%$24.6K———
Atlas Capital Advisors Inc.
N/A—76-76-100%$23.9K———
Frazier Financial Advisors, LLC
N/A—74-74-100%$23.3K———
Godfrey Financial Associates, Inc.
N/A—74-74-100%$23.3K———
Meeder Asset Management Inc
N/A—73-73-100%$23.0K———
HHM Wealth Advisors, LLC
N/A—70-70-100%$22.0K———
Sankala Group LLC
N/A—66-66-100%$22.1K———
Allied Private Wealth LLC
N/A—63-63-100%$20.6K———
Atomic Invest LLC
N/A—61-61-100%$20.2K———
Napier Financial, LLC
N/A—60-60-100%$18.9K———
Raffa Wealth Management, LLC
N/A—55-55-100%$17.3K———
TD Capital Management LLC
N/A—52-52-100%$16.4K———
Abound Financial, LLC
N/A—50-50-100%$15.7K———
Basepoint Wealth LLC
N/A—50-50-100%$15.8K———
Greykasell Wealth Strategies, Inc.
N/A—50-50-100%$15.7K———
Cetera Trust Company, N.a
N/A—50-50-100%$15.7K———
Marshall Investment Management, LLC
N/A—49-49-100%$15.4K———
Caldwell Sutter Capital, Inc.
N/A—47-47-100%$14.8K———
HighMark Wealth Management LLC
N/A—44-44-100%$13.8K———
Mcguire Capital Advisors Inc
N/A—40-40-100%$12.6K———
Dogwood Wealth Management LLC
N/A—40-40-100%$12.6K———
Delta Asset Management LLC
N/A—35-35-100%$11.0K———
Penserra Capital Management LLC
N/A—30-30-100%$9———
Ameriflex Group, Inc.
N/A—30-30-100%$9.6K———
Park Square Financial Group, LLC
N/A—25-25-100%$7.9K———
Cbiz Investment Advisory Services, LLC
N/A—24-24-100%$7.9K———
Altshuler Shaham Ltd
N/A—21-21-100%$6.6K———
Strategic Investment Solutions, Inc.
N/A—21-21-100%$6.6K———
Cheviot Value Management, LLC
N/A—20-20-100%$6.4K———
Heritage Wealth Advisors
N/A—18-18-100%$5.7K———
WealthCollab, LLC
N/A—18-18-100%$5.7K———
Financial Life Planners
N/A—15-15-100%$4.7K———
Bard Associates Inc
N/A—14-14-100%$4.4K———
Reyl & Cie S.A.
N/A—12-12-100%$4.0K———
Silicon Valley Capital Partners
N/A—11-11-100%$3.5K———
Investors Portfolio Services LLC
N/A—9-9-100%$2.8K———
HFM Investment Advisors, LLC
N/A—8-8-100%$2.5K———
Beaird Harris Wealth Management, LLC
N/A—7-7-100%$2.2K———
Delos Wealth Advisors, LLC
N/A—6-6-100%$1.9K———
Lummis Asset Management, LP
N/A—5-5-100%$1.6K———
Caitlin John, LLC
N/A—5-5-100%$1.6K———
Chesapeake Asset Management LLC
N/A—5-5-100%$1.6K———
Imprint Wealth LLC
N/A—5-5-100%$1.6K———
1015 Capital Partners, LLC
N/A—4-4-100%$1.3K———
Roble, Belko & Company, Inc
N/A—4-4-100%$1———
Vanguard Advisers Inc
N/A—3-3-100%$945———
Meramec Financial Planners, LLC
N/A—2-2-100%$674———
Swan Capital LLC
N/A—2-2-100%$717———
Seneschal Advisors, LLC
N/A—2-2-100%$630———
Minot DeBlois Advisors LLC
N/A—2-2-100%$630———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$315———
Ross\johnson & Associates LLC
N/A—1-1-100%$315———
Showing 2344 of 2344 institutions