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TJX Companies Inc (TJX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares10,178,353 from 10,552,680
Change-374,327 (-4%)
Value$1.3B (-$252.0M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares6,551,298 from 6,456,827
Change+94,471 (+1%)
Value$866.9M (-$111.3M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares3,697,534 from 1,557,475
Change+2,140,059 (+137%)
Value$489.2M (+$253.3M)
Filed 2026-10-15
PineStone Asset Management Inc.
DECREASED
Shares3,658,345 from 3,754,345
Change-96,000 (-3%)
Value$484.0M (-$84.7M)
Filed 2026-10-16
Swedbank AB
INCREASED
Shares3,443,280 from 989,596
Change+2,453,684 (+248%)
Value$455.6M (+$305.7M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,246,622 from 3,066,748
Change+179,874 (+6%)
Value$429.6M (-$35.0M)
Filed 2026-11-05
Parnassus Investments, LLC
NEW
Shares3,042,661
Change+3,042,661
Value$402.6M
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,478,148 from 2,570,347
Change-92,199 (-4%)
Value$327.9M (-$61.5M)
Filed 2026-10-29
Alecta Tjanstepension Omsesidigt
INCREASED
Shares2,311,565 from 1,988,065
Change+323,500 (+16%)
Value$306.0M (+$4.8M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares2,225,619 from 1,783,907
Change+441,712 (+25%)
Value$294.5M (+$24.2M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares2,107,957 from 2,171,562
Change-63,605 (-3%)
Value$278.9M (-$50.1M)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares2,037,185 from 2,050,213
Change-13,028 (-1%)
Value$269.5M (-$41.1M)
Filed 2026-10-23
Mirova US LLC
DECREASED
Shares1,779,678 from 1,901,496
Change-121,818 (-6%)
Value$235.5M (-$52.6M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares1,477,900 from 2,315,756
Change-837,856 (-36%)
Value$195.5M (-$155.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,421,037 from 1,188,743
Change+232,294 (+20%)
Value$188.1M (+$16.3M)
Filed 2026-10-13
Vontobel Holding Ltd.
INCREASED
Shares1,384,126 from 1,271,475
Change+112,651 (+9%)
Value$183.1M (-$9.5M)
Filed 2026-10-16
Robeco Institutional Asset Management B.V.
INCREASED
Shares1,348,169 from 1,324,292
Change+23,877 (+2%)
Value$178.4M (-$22.3M)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
DECREASED
Shares1,304,987 from 2,011,893
Change-706,906 (-35%)
Value$174.4K (-$142.8K)
Filed 2026-10-27
Bahl & Gaynor LLC
DECREASED
Shares1,297,775 from 1,507,860
Change-210,085 (-14%)
Value$171.7M (-$56.7M)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED
Shares1,289,090 from 1,169,485
Change+119,605 (+10%)
Value$170.6M (-$6.6M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,227,234 from 1,291,794
Change-64,560 (-5%)
Value$162.4M (-$33.3M)
Filed 2026-11-05
Provident Trust Co
DECREASED
Shares1,212,432 from 2,085,679
Change-873,247 (-42%)
Value$160.4M (-$155.6M)
Filed 2026-10-29
Everett Harris & Co
DECREASED
Shares1,117,048 from 1,118,622
Change-1,574 (0%)
Value$147.8M (-$21.7M)
Filed 2026-10-28
Pictet Asset Management Holding SA
DECREASED
Shares1,023,595 from 1,052,429
Change-28,834 (-3%)
Value$135.4M (-$24.0M)
Filed 2026-11-03
Cincinnati Insurance Co
UNCHANGED
Shares963,000 from 963,000
Change0 (0%)
Value$127.4M (-$18.5M)
Filed 2026-11-03
Congress Asset Management Co
INCREASED
Shares943,136 from 924,463
Change+18,673 (+2%)
Value$124.8M (-$15.3M)
Filed 2026-10-06
Regions Financial Corp
DECREASED
Shares915,414 from 941,167
Change-25,753 (-3%)
Value$121.1M (-$21.5M)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares868,958 from 884,141
Change-15,183 (-2%)
Value$115.3M (-$18.6M)
Filed 2026-10-14
Cincinnati Financial Corp
UNCHANGED
Shares866,500 from 866,500
Change0 (0%)
Value$114.6M (-$16.6M)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares838,610 from 576,977
Change+261,633 (+45%)
Value$111.0M (+$23.5M)
Filed 2026-10-21
AGF Management LTD
DECREASED
Shares826,810 from 1,511,208
Change-684,398 (-45%)
Value$109.4M (-$119.6M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares776,162 from 755,125
Change+21,037 (+3%)
Value$103.0M (-$11.4M)
Filed 2026-10-29
Welch & Forbes LLC
INCREASED
Shares774,558 from 767,963
Change+6,595 (+1%)
Value$102.5M (-$13.9M)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares765,021 from 842,375
Change-77,354 (-9%)
Value$100.4K (-$127.5M)
Filed 2026-10-22
Cardano Risk Management B.V.
INCREASED
Shares758,329 from 676,762
Change+81,567 (+12%)
Value$100.3K (-$2.2K)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares753,121 from 795,432
Change-42,311 (-5%)
Value$99.6K (-$120.4M)
Filed 2026-10-22
Canoe Financial LP
INCREASED
Shares693,717 from 661,117
Change+32,600 (+5%)
Value$92.7M (-$7.5M)
Filed 2026-10-21
Focused Investors LLC
DECREASED
Shares691,900 from 825,300
Change-133,400 (-16%)
Value$91.5M (-$33.5M)
Filed 2026-10-30
Retirement Systems of Alabama
INCREASED
Shares664,567 from 232,306
Change+432,261 (+186%)
Value$87.9M (+$52.7M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares655,232 from 657,652
Change-2,420 (0%)
Value$86.7M (-$12.9M)
Filed 2026-11-05
Sustainable Growth Advisers, LP
NEW
Shares646,289
Change+646,289
Value$85.5M
Filed 2026-10-15
Asset Management One Co., Ltd.
INCREASED
Shares626,194 from 619,661
Change+6,533 (+1%)
Value$82.9M (-$11.0M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares602,575 from 525,603
Change+76,972 (+15%)
Value$79.7M (+$97.8K)
Filed 2026-10-30
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares596,116 from 617,918
Change-21,802 (-4%)
Value$78.9M (-$14.7M)
Filed 2026-10-15
Temasek Holdings (Private) Ltd
INCREASED
Shares580,649 from 479,513
Change+101,136 (+21%)
Value$76.8M (+$4.2M)
Filed 2026-10-28
Birch Hill Investment Advisors LLC
DECREASED
Shares561,012 from 572,190
Change-11,178 (-2%)
Value$74.2M (-$12.5M)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares549,044 from 913,511
Change-364,467 (-40%)
Value$73.4M (-$65.0M)
Filed 2026-10-16
SEB Asset Management AB
INCREASED
Shares547,538 from 436,251
Change+111,287 (+26%)
Value$72.4M (+$6.4M)
Filed 2026-11-04
Nicholas Company, Inc.
INCREASED
Shares540,140 from 534,900
Change+5,240 (+1%)
Value$71.5M (-$9.6M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares501,901 from 480,461
Change+21,440 (+4%)
Value$66.4M (-$6.4M)
Filed 2026-10-05
Swiss Life Asset Management Ltd
INCREASED
Shares500,432 from 436,820
Change+63,612 (+15%)
Value$66.2M (+$33.9K)
Filed 2026-11-03
Chilton Capital Management LLC
INCREASED
Shares493,875 from 256,593
Change+237,282 (+92%)
Value$65.3M (+$26.5M)
Filed 2026-10-28
General American Investors Co Inc
UNCHANGED
Shares484,752 from 484,752
Change0 (0%)
Value$64.1M (-$9.3M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares480,684 from 550,539
Change-69,855 (-13%)
Value$63.6M (-$19.8M)
Filed 2026-11-02
KBC Group NV
INCREASED
Shares465,921 from 446,849
Change+19,072 (+4%)
Value$61.6K (-$67.6M)
Filed 2026-10-22
ASR Vermogensbeheer N.V.
INCREASED
Shares435,106 from 388,349
Change+46,757 (+12%)
Value$57.6M (-$1.3M)
Filed 2026-10-16
CIBC Asset Management Inc
INCREASED
Shares433,291 from 422,467
Change+10,824 (+3%)
Value$57.3M (-$6.7M)
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares422,399 from 436,752
Change-14,353 (-3%)
Value$55.9M (-$10.3M)
Filed 2026-10-27
Howland Capital Management LLC
DECREASED
Shares402,388 from 411,442
Change-9,054 (-2%)
Value$53.2M (-$9.1M)
Filed 2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares397,451 from 336,106
Change+61,345 (+18%)
Value$52.6M (+$1.7M)
Filed 2026-10-30
Nichols & Pratt Advisers LLP
DECREASED
Shares384,408 from 385,448
Change-1,040 (0%)
Value$51.4M (-$7.0M)
Filed 2026-10-13
Border to Coast Pensions Partnership Ltd
INCREASED
Shares381,545 from 346,355
Change+35,190 (+10%)
Value$50.4K (-$52.4M)
Filed 2026-10-09
Confluence Investment Management LLC
DECREASED
Shares373,592 from 406,868
Change-33,276 (-8%)
Value$49.4M (-$12.2M)
Filed 2026-10-01
Bath Savings Trust Co
DECREASED
Shares372,597 from 379,253
Change-6,656 (-2%)
Value$49.3M (-$8.2M)
Filed 2026-10-07
Strs Ohio
DECREASED
Shares367,923 from 371,524
Change-3,601 (-1%)
Value$48.7M (-$7.6M)
Filed 2026-10-30
Nisa Investment Advisors, LLC
DECREASED
Shares365,688 from 421,218
Change-55,530 (-13%)
Value$48.4M (-$15.4M)
Filed 2026-10-20
State of Michigan Retirement System
DECREASED
Shares359,482 from 365,082
Change-5,600 (-2%)
Value$47.6M (-$7.7M)
Filed 2026-10-27
Calamos Advisors LLC
INCREASED
Shares358,547 from 356,870
Change+1,677 (+0%)
Value$47.4M (-$6.6M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares358,209 from 358,786
Change-577 (0%)
Value$47.4M (-$7.0M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares355,968 from 322,580
Change+33,388 (+10%)
Value$47.1M (-$1.8M)
Filed 2026-11-03
Wendell David Associates Inc
DECREASED
Shares347,370 from 360,164
Change-12,794 (-4%)
Value$46.0K (-$54.5M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares343,733 from 351,057
Change-7,324 (-2%)
Value$45.5M (-$7.7M)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares338,560 from 415,918
Change-77,358 (-19%)
Value$44.8M (-$18.2M)
Filed 2026-10-21
Harvey Investment Co LLC
DECREASED
Shares331,569 from 334,339
Change-2,770 (-1%)
Value$43.9K (-$50.6M)
Filed 2026-10-20
Avity Investment Management Inc.
INCREASED
Shares328,576 from 302,656
Change+25,920 (+9%)
Value$43.5M (-$2.4M)
Filed 2026-10-09
Virginia Retirement Systems ET Al
UNCHANGED
Shares327,900 from 327,900
Change0 (0%)
Value$43.4M (-$6.3M)
Filed 2026-10-28
Kimelman & Baird, LLC
DECREASED
Shares326,520 from 326,989
Change-469 (0%)
Value$43.2M (-$6.3M)
Filed 2026-11-03
Illinois Municipal Retirement Fund
DECREASED
Shares323,740 from 330,835
Change-7,095 (-2%)
Value$42.8M (-$7.3M)
Filed 2026-11-05
Czech National Bank
INCREASED
Shares317,408 from 314,757
Change+2,651 (+1%)
Value$42.0M (-$5.7M)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares311,190
Change+311,190
Value$41.2M
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares311,094 from 307,119
Change+3,975 (+1%)
Value$41.2M (-$5.4M)
Filed 2026-11-03
Park National Corp
INCREASED
Shares290,534 from 259,738
Change+30,796 (+12%)
Value$38.4M (-$909.7K)
Filed 2026-10-05
Reynders McVeigh Capital Management, LLC
DECREASED
Shares289,749 from 298,592
Change-8,843 (-3%)
Value$38.3M (-$6.9M)
Filed 2026-10-30
Smith Salley Wealth Management
INCREASED
Shares284,860 from 278,620
Change+6,240 (+2%)
Value$37.7M (-$4.5M)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares279,355 from 235,946
Change+43,409 (+18%)
Value$37.0M (+$1.2M)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares271,787 from 250,757
Change+21,030 (+8%)
Value$36.0M (-$2.0M)
Filed 2026-10-19
Rockland Trust Co
INCREASED
Shares269,701 from 266,957
Change+2,744 (+1%)
Value$35.7M (-$4.8M)
Filed 2026-10-05
Xponance LLC
INCREASED
Shares262,050 from 249,942
Change+12,108 (+5%)
Value$34.7M (-$3.2M)
Filed 2026-11-03
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares257,551 from 239,222
Change+18,329 (+8%)
Value$34.1M (-$2.2M)
Filed 2026-10-20
IFM Investors Pty Ltd
INCREASED
Shares255,532 from 251,210
Change+4,322 (+2%)
Value$33.8M (-$4.2M)
Filed 2026-10-14
Factory Mutual Insurance Co
INCREASED
Shares254,400 from 254,300
Change+100 (+0%)
Value$33.7M (-$4.9M)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares251,974 from 175,557
Change+76,417 (+44%)
Value$33.3M (+$6.7M)
Filed 2026-10-26
Howard Capital Management Group, LLC
INCREASED
Shares250,244 from 247,582
Change+2,662 (+1%)
Value$33.1M (-$4.4M)
Filed 2026-10-16
WestEnd Advisors, LLC
INCREASED
Shares245,398 from 225,600
Change+19,798 (+9%)
Value$32.5M (-$1.7M)
Filed 2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares244,067 from 244,244
Change-177 (0%)
Value$32.3M (-$4.7M)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares241,904 from 242,865
Change-961 (0%)
Value$32.0M (-$4.8M)
Filed 2026-10-20
Hendershot Investments Inc.
DECREASED
Shares236,157 from 238,929
Change-2,772 (-1%)
Value$31.2M (-$5.0M)
Filed 2026-11-05
Vaughan David Investments LLC
NEW
Shares232,006
Change+232,006
Value$30.7K
Filed 2026-11-05
Covea Finance
INCREASED
Shares230,398 from 227,955
Change+2,443 (+1%)
Value$30.5M (-$4.1M)
Filed 2026-10-21
Pittenger & Anderson Inc
DECREASED
Shares226,134 from 235,018
Change-8,884 (-4%)
Value$29.9M (-$5.7M)
Filed 2026-11-02
Deprince Race & Zollo Inc
NEW
Shares223,684
Change+223,684
Value$29.6M
Filed 2026-10-13
JLB & Associates Inc
DECREASED
Shares219,213 from 222,503
Change-3,290 (-1%)
Value$33.2M (-$498.4K)
Filed 2026-10-27
Maple Capital Management, Inc.
DECREASED
Shares219,098 from 224,861
Change-5,763 (-3%)
Value$29.0M (-$5.1M)
Filed 2026-11-02
Washington Trust Co
DECREASED
Shares215,114 from 216,137
Change-1,023 (0%)
Value$28.5M (-$4.3M)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares214,715 from 219,530
Change-4,815 (-2%)
Value$28.4K (-$33.2M)
Filed 2026-10-23
Barlow Wealth Partners, LLC
INCREASED
Shares213,533 from 209,411
Change+4,122 (+2%)
Value$29.3M (-$2.7M)
Filed 2026-10-15
Wallington Asset Management, LLC
DECREASED
Shares212,107 from 212,637
Change-530 (0%)
Value$28.1M (-$4.2M)
Filed 2026-11-04
Braun Stacey Associates Inc
DECREASED
Shares211,225 from 237,128
Change-25,903 (-11%)
Value$27.9M (-$8.0M)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares208,220 from 182,093
Change+26,127 (+14%)
Value$27.8M (+$256.3K)
Filed 2026-11-04
Neos Investment Management LLC
INCREASED
Shares206,283 from 181,654
Change+24,629 (+14%)
Value$27.3M (-$227.3K)
Filed 2026-11-04
Schwartz Investment Counsel Inc
UNCHANGED
Shares202,450 from 202,450
Change0 (0%)
Value$26.8M (-$3.9M)
Filed 2026-10-26
Arbejdsmarkedets Tillaegspension
INCREASED
Shares201,600 from 179,100
Change+22,500 (+13%)
Value$26.7M (-$460.0K)
Filed 2026-10-30
Bailard, Inc.
DECREASED
Shares198,846 from 201,027
Change-2,181 (-1%)
Value$26.3M (-$4.1M)
Filed 2026-10-13
Sterling Capital Management LLC
INCREASED
Shares198,527 from 36,544
Change+161,983 (+443%)
Value$26.3M (+$20.7M)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares198,282 from 180,925
Change+17,357 (+10%)
Value$26.5M (-$831.2K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares197,586 from 190,066
Change+7,520 (+4%)
Value$26.1M (-$2.7M)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
DECREASED
Shares193,190 from 210,173
Change-16,983 (-8%)
Value$25.6M (-$6.3M)
Filed 2026-10-13
Florida Trust Wealth Management Co
DECREASED
Shares192,770 from 195,186
Change-2,416 (-1%)
Value$25.5M (-$4.1M)
Filed 2026-11-05
Capital Investment Services of America, Inc.
INCREASED
Shares191,339 from 191,161
Change+178 (+0%)
Value$25.3M (-$3.6M)
Filed 2026-11-02
Carnegie Investment Counsel
INCREASED
Shares190,968 from 190,043
Change+925 (+0%)
Value$25.3M (-$3.5M)
Filed 2026-10-20
Candriam S.C.A.
DECREASED
Shares190,321 from 351,464
Change-161,143 (-46%)
Value$25.3M (-$27.9M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares189,516 from 207,796
Change-18,280 (-9%)
Value$25.1K (-$31.5M)
Filed 2026-11-02
Alta Capital Management LLC/
DECREASED
Shares186,631 from 187,408
Change-777 (0%)
Value$24.7M (-$3.7M)
Filed 2026-10-26
ProShare Advisors LLC
INCREASED
Shares184,273 from 167,310
Change+16,963 (+10%)
Value$24.4M (-$966.3K)
Filed 2026-10-29
Beese Fulmer Investment Management, Inc.
INCREASED
Shares180,965 from 179,853
Change+1,112 (+1%)
Value$23.9M (-$3.3M)
Filed 2026-10-23
Alps Advisors Inc
INCREASED
Shares180,058 from 142,832
Change+37,226 (+26%)
Value$23.8M (+$2.2M)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares178,197 from 121,337
Change+56,860 (+47%)
Value$23.6M (+$5.2M)
Filed 2026-11-05
Ethic Inc.
DECREASED
Shares177,028 from 188,435
Change-11,407 (-6%)
Value$23.4M (-$5.1M)
Filed 2026-11-03
Smith Group Asset Management, LLC
DECREASED
Shares174,901 from 284,327
Change-109,426 (-38%)
Value$23.1M (-$19.9M)
Filed 2026-10-27
Banque Pictet & CIE SA
DECREASED
Shares174,503 from 190,521
Change-16,018 (-8%)
Value$23.1M (-$5.8M)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
DECREASED
Shares172,053 from 187,050
Change-14,997 (-8%)
Value$22.8M (-$5.6M)
Filed 2026-10-27
Addenda Capital Inc.
INCREASED
Shares171,311 from 160,457
Change+10,854 (+7%)
Value$22.7M (-$1.6M)
Filed 2026-10-13
Cambiar Investors LLC
INCREASED
Shares170,745 from 167,475
Change+3,270 (+2%)
Value$22.6M (-$2.8M)
Filed 2026-11-04
One Way Holdings LLC
INCREASED
Shares169,815 from 158,703
Change+11,112 (+7%)
Value$22.5M (-$1.6M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares168,940 from 258,347
Change-89,407 (-35%)
Value$22.4K (-$39.1M)
Filed 2026-11-05
Northeast Investment Management
INCREASED
Shares167,045 from 165,229
Change+1,816 (+1%)
Value$22.1M (-$2.9M)
Filed 2026-10-30
Professional Advisory Services Inc
INCREASED
Shares165,436 from 142,656
Change+22,780 (+16%)
Value$21.9K (+$277)
Filed 2026-10-08
Roffman Miller Associates Inc
INCREASED
Shares164,992 from 159,093
Change+5,899 (+4%)
Value$21.8M (-$2.3M)
Filed 2026-10-19
Community Trust & Investment Co
INCREASED
Shares159,267 from 152,677
Change+6,590 (+4%)
Value$21.1M (-$2.1M)
Filed 2026-10-15
New York Life Investment Management LLC
DECREASED
Shares159,068 from 165,373
Change-6,305 (-4%)
Value$21.0M (-$4.0M)
Filed 2026-11-04
Meyer Handelman Co
UNCHANGED
Shares153,083 from 153,083
Change0 (0%)
Value$20.3M (-$2.9M)
Filed 2026-10-28
Burney Co/
DECREASED
Shares150,513 from 161,670
Change-11,157 (-7%)
Value$19.9M (-$4.6M)
Filed 2026-10-15
State of Alaska, Department of Revenue
DECREASED
Shares149,380 from 153,083
Change-3,703 (-2%)
Value$19.8K (-$23.2M)
Filed 2026-10-15
GHP Investment Advisors, Inc.
INCREASED
Shares145,707 from 144,517
Change+1,190 (+1%)
Value$19.3M (-$2.6M)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares144,976 from 148,168
Change-3,192 (-2%)
Value$19.2M (-$3.3M)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares144,559 from 145,700
Change-1,141 (-1%)
Value$19.1M (-$2.9M)
Filed 2026-10-26
Cullen T Bankers, Inc.
DECREASED
Shares143,303 from 148,900
Change-5,597 (-4%)
Value$19.0M (-$3.6M)
Filed 2026-10-28
First American Bank
DECREASED
Shares142,944 from 145,107
Change-2,163 (-1%)
Value$18.9M (-$3.1M)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares139,738 from 135,887
Change+3,851 (+3%)
Value$18.5M (-$2.1M)
Filed 2026-10-08
Patten & Patten Inc
DECREASED
Shares139,119 from 140,892
Change-1,773 (-1%)
Value$18.4M (-$2.9M)
Filed 2026-10-26
Griffin Asset Management, Inc.
INCREASED
Shares135,888 from 135,466
Change+422 (+0%)
Value$18.0M (-$2.5M)
Filed 2026-10-22
Oregon Public Employees Retirement Fund
DECREASED
Shares135,846 from 136,026
Change-180 (0%)
Value$18.0M (-$2.6M)
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED
Shares134,976 from 137,691
Change-2,715 (-2%)
Value$17.9M (-$3.0M)
Filed 2026-11-03
Glenview Trust Co
INCREASED
Shares133,893 from 130,405
Change+3,488 (+3%)
Value$17.7M (-$2.0M)
Filed 2026-10-28
Avanza Fonder AB
INCREASED
Shares133,222 from 116,880
Change+16,342 (+14%)
Value$17.6M (-$80.7K)
Filed 2026-10-13
Weybosset Research & Management LLC
DECREASED
Shares131,808 from 133,621
Change-1,813 (-1%)
Value$17.4M (-$2.8M)
Filed 2026-10-19
Renaissance Investment Group LLC
DECREASED
Shares131,443 from 132,164
Change-721 (-1%)
Value$17.4M (-$2.6M)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares130,651 from 135,032
Change-4,381 (-3%)
Value$17.3M (-$3.2M)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED
Shares129,980 from 131,331
Change-1,351 (-1%)
Value$17.2M (-$2.7M)
Filed 2026-10-16
Raiffeisen Bank International AG
DECREASED
Shares127,337 from 153,803
Change-26,466 (-17%)
Value$17.0M (-$6.2M)
Filed 2026-10-28
iA Global Asset Management Inc.
DECREASED
Shares127,270 from 136,696
Change-9,426 (-7%)
Value$16.8K (-$20.7M)
Filed 2026-10-29
Mutual of America Capital Management LLC
DECREASED
Shares126,874 from 128,069
Change-1,195 (-1%)
Value$16.8M (-$2.6M)
Filed 2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED
Shares125,781 from 327,309
Change-201,528 (-62%)
Value$18.4M (-$33.1M)
Filed 2026-10-29
Forbes J M & Co LLP
INCREASED
Shares125,571 from 124,913
Change+658 (+1%)
Value$16.6M (-$2.3M)
Filed 2026-10-16
Citizens Financial Group Inc
DECREASED
Shares125,156 from 126,957
Change-1,801 (-1%)
Value$16.6M (-$2.7M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares124,426 from 100,470
Change+23,956 (+24%)
Value$16.5M (+$1.2M)
Filed 2026-11-02
Townsend & Associates, Inc
INCREASED
Shares123,145 from 120,314
Change+2,831 (+2%)
Value$18.1M (-$590.0K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares122,943 from 123,007
Change-64 (0%)
Value$16.3M (-$2.4M)
Filed 2026-10-22
Cabot Wealth Management Inc
INCREASED
Shares122,081 from 113,301
Change+8,780 (+8%)
Value$16.2M (-$1.0M)
Filed 2026-11-05
Nixon Peabody Trust Co
INCREASED
Shares121,760 from 118,552
Change+3,208 (+3%)
Value$16.1M (-$1.9M)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED
Shares121,374 from 119,671
Change+1,703 (+1%)
Value$16.1M (-$2.1M)
Filed 2026-10-26
Wesbanco Bank Inc
INCREASED
Shares121,111 from 99,996
Change+21,115 (+21%)
Value$16.0M (+$874.5K)
Filed 2026-11-04
Generali Asset Management SPA SGR
DECREASED
Shares120,271 from 127,020
Change-6,749 (-5%)
Value$15.9M (-$3.3M)
Filed 2026-10-26
Synergy Asset Management, LLC
NEW
Shares120,190
Change+120,190
Value$15.9M
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares119,606 from 119,132
Change+474 (+0%)
Value$15.8M (-$2.2M)
Filed 2026-10-22
Aegon Asset Management UK PLC
DECREASED
Shares118,974 from 208,670
Change-89,696 (-43%)
Value$15.7M (-$15.9M)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares117,899 from 10,569
Change+107,330 (+1016%)
Value$15.6M (+$14.0M)
Filed 2026-10-21
Tufton Capital Management
DECREASED
Shares115,776 from 116,836
Change-1,060 (-1%)
Value$15.3K (-$17.7M)
Filed 2026-10-20
AIA Group Ltd
DECREASED
Shares115,394 from 185,169
Change-69,775 (-38%)
Value$15.3M (-$12.8M)
Filed 2026-10-30
Tokio Marine Asset Management Co LTD
INCREASED
Shares114,878 from 113,025
Change+1,853 (+2%)
Value$15.2M (-$1.9M)
Filed 2026-10-26
Suncoast Equity Management
DECREASED
Shares114,753 from 119,918
Change-5,165 (-4%)
Value$15.2M (-$3.0M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares114,733 from 102,723
Change+12,010 (+12%)
Value$15.2M (-$382.2K)
Filed 2026-10-15
Exchange Traded Concepts, LLC
INCREASED
Shares114,073 from 72,047
Change+42,026 (+58%)
Value$15.1M (+$4.2M)
Filed 2026-10-28
Segment Wealth Management, LLC
INCREASED
Shares114,016 from 111,444
Change+2,572 (+2%)
Value$15.1M (-$1.8M)
Filed 2026-10-26
Albion Financial Group
INCREASED
Shares112,198 from 111,566
Change+632 (+1%)
Value$14.8M (-$2.1M)
Filed 2026-10-21
Flossbach VON Storch SE
DECREASED
Shares111,655 from 168,727
Change-57,072 (-34%)
Value$14.8M (-$10.8M)
Filed 2026-10-28
Sapient Capital LLC
INCREASED
Shares111,625 from 80,395
Change+31,230 (+39%)
Value$14.8M (+$2.6M)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares108,528 from 72,490
Change+36,038 (+50%)
Value$14.4M (+$3.4M)
Filed 2026-10-08
Boston Common Asset Management, LLC
DECREASED
Shares108,085 from 108,564
Change-479 (0%)
Value$14.3M (-$2.1M)
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED
Shares105,920 from 105,003
Change+917 (+1%)
Value$14.0M (-$1.9M)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares105,387 from 108,876
Change-3,489 (-3%)
Value$13.9M (-$2.6M)
Filed 2026-10-05
Harbour Trust & Investment Management Co
INCREASED
Shares103,191 from 97,350
Change+5,841 (+6%)
Value$13.7M (-$1.1M)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares100,428 from 102,492
Change-2,064 (-2%)
Value$13.3M (-$2.2M)
Filed 2026-10-15
Palisade Asset Management, LLC
DECREASED
Shares100,306 from 100,776
Change-470 (0%)
Value$13.3M (-$2.0M)
Filed 2026-11-03
First Merchants Corp
DECREASED
Shares99,916 from 102,602
Change-2,686 (-3%)
Value$13.2M (-$2.3M)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares98,600 from 110,920
Change-12,320 (-11%)
Value$13.0M (-$3.8M)
Filed 2026-11-04
Motley Fool Asset Management LLC
DECREASED
Shares96,975 from 105,113
Change-8,138 (-8%)
Value$12.8M (-$3.1M)
Filed 2026-10-27
Boston Trust Walden Corp
INCREASED
Shares96,592 from 95,560
Change+1,032 (+1%)
Value$12.8M (-$1.7M)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares96,387 from 97,332
Change-945 (-1%)
Value$12.8M (-$2.0M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares94,769 from 136,211
Change-41,442 (-30%)
Value$12.5M (-$8.1M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares94,717 from 88,756
Change+5,961 (+7%)
Value$12.5M (-$914.5K)
Filed 2026-10-16
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares94,566 from 302,342
Change-207,776 (-69%)
Value$12.5M (-$33.3M)
Filed 2026-10-30
Marathon Asset Management Ltd
DECREASED
Shares94,170 from 102,861
Change-8,691 (-8%)
Value$12.5M (-$3.1M)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
INCREASED
Shares93,907 from 78,373
Change+15,534 (+20%)
Value$12.4M (+$551.4K)
Filed 2026-10-19
Stokes Capital Advisors, LLC
INCREASED
Shares93,835 from 90,246
Change+3,589 (+4%)
Value$12.4M (-$1.3M)
Filed 2026-10-09
Assetmark, Inc
DECREASED
Shares92,803 from 109,881
Change-17,078 (-16%)
Value$12.3M (-$4.4M)
Filed 2026-10-21
Calamos Wealth Management LLC
DECREASED
Shares91,458 from 94,423
Change-2,965 (-3%)
Value$12.1M (-$2.2M)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares90,978 from 94,934
Change-3,956 (-4%)
Value$12.0M (-$2.3M)
Filed 2026-10-29
Raab & Moskowitz Asset Management LLC
DECREASED
Shares89,853 from 92,789
Change-2,936 (-3%)
Value$11.9M (-$2.2M)
Filed 2026-11-02
AMI Asset Management Corp
DECREASED
Shares89,660 from 101,402
Change-11,742 (-12%)
Value$11.9M (-$3.5M)
Filed 2026-10-20
Washington Trust Bank
DECREASED
Shares88,336 from 90,390
Change-2,054 (-2%)
Value$11.7M (-$2.0M)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares88,028 from 88,144
Change-116 (0%)
Value$11.6M (-$1.7M)
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares86,680 from 80,148
Change+6,532 (+8%)
Value$11.5M (-$673.8K)
Filed 2026-10-29
Norris Perne & French LLP
DECREASED
Shares86,664 from 109,957
Change-23,293 (-21%)
Value$11.5M (-$5.2M)
Filed 2026-10-23
Univest Financial Corp
INCREASED
Shares86,586 from 84,502
Change+2,084 (+2%)
Value$11.5M (-$1.3M)
Filed 2026-11-05
Cypress Capital Group
DECREASED
Shares86,513 from 94,102
Change-7,589 (-8%)
Value$11.4M (-$2.8M)
Filed 2026-11-03
King Luther Capital Management Corp
INCREASED
Shares86,318 from 66,047
Change+20,271 (+31%)
Value$11.4M (+$1.4M)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares86,310 from 81,172
Change+5,138 (+6%)
Value$11.4M (-$877.8K)
Filed 2026-10-27
Tompkins Financial Corp
DECREASED
Shares85,512 from 87,169
Change-1,657 (-2%)
Value$11.3M (-$1.9M)
Filed 2026-10-05
Knights of Columbus Asset Advisors LLC
DECREASED
Shares85,239 from 86,024
Change-785 (-1%)
Value$11.3M (-$1.8M)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares84,467 from 75,102
Change+9,365 (+12%)
Value$11.2M (-$202.2K)
Filed 2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED
Shares84,391 from 84,391
Change0 (0%)
Value$11.2K (-$12.8M)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares83,909 from 91,038
Change-7,129 (-8%)
Value$11.1K (-$13.8M)
Filed 2026-10-26
Strategic Planning Group, LLC
INCREASED
Shares83,726 from 76,776
Change+6,950 (+9%)
Value$11.1M (-$553.8K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
DECREASED
Shares82,714 from 82,849
Change-135 (0%)
Value$10.9M (-$1.6M)
Filed 2026-10-22
Tandem Investment Advisors, Inc.
INCREASED
Shares82,517 from 5,475
Change+77,042 (+1407%)
Value$10.9M (+$10.1M)
Filed 2026-11-04
CX Institutional
INCREASED
Shares82,317 from 21,696
Change+60,621 (+279%)
Value$10.9K (+$7.6K)
Filed 2026-10-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares81,855 from 113,765
Change-31,910 (-28%)
Value$10.8M (-$6.4M)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares81,593 from 81,421
Change+172 (+0%)
Value$10.8M (-$1.5M)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares81,262 from 17,835
Change+63,427 (+356%)
Value$11.4M (+$8.7M)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED
Shares81,113 from 81,312
Change-199 (0%)
Value$10.7M (-$1.6M)
Filed 2026-10-16
Bokf, NA
DECREASED
Shares80,723 from 87,573
Change-6,850 (-8%)
Value$10.7M (-$2.6M)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares79,442 from 80,986
Change-1,544 (-2%)
Value$10.5M (-$1.8M)
Filed 2026-11-04
Montag A & Associates Inc
DECREASED
Shares79,123 from 80,799
Change-1,676 (-2%)
Value$10.5M (-$1.8M)
Filed 2026-10-29
Trust Co of Vermont
INCREASED
Shares78,922 from 77,774
Change+1,148 (+1%)
Value$10.4M (-$1.3M)
Filed 2026-10-21
CMH Wealth Management LLC
INCREASED
Shares78,192 from 71,490
Change+6,702 (+9%)
Value$10.3M (-$485.2K)
Filed 2026-10-22
Vise Technologies, Inc.
DECREASED
Shares77,887 from 114,706
Change-36,819 (-32%)
Value$10.3M (-$7.1M)
Filed 2026-10-29
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares75,480 from 76,329
Change-849 (-1%)
Value$10.5M (-$1.1M)
Filed 2026-10-19
Running Oak Capital LLC
INCREASED
Shares74,994 from 73,045
Change+1,949 (+3%)
Value$9.9M (-$1.1M)
Filed 2026-11-04
Tritonpoint Wealth, LLC
DECREASED
Shares74,646 from 76,967
Change-2,321 (-3%)
Value$9.9M (-$1.8M)
Filed 2026-10-19
Sigma Investment Counselors Inc
INCREASED
Shares74,386 from 66,305
Change+8,081 (+12%)
Value$9.8M (-$203.2K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares73,532 from 76,501
Change-2,969 (-4%)
Value$9.7M (-$1.9M)
Filed 2026-10-21
TLW Wealth Management, LLC
INCREASED
Shares72,719 from 71,569
Change+1,150 (+2%)
Value$9.6M (-$1.2M)
Filed 2026-10-27
Globalt Investments LLC / GA
DECREASED
Shares72,284 from 81,280
Change-8,996 (-11%)
Value$9.6M (-$2.8M)
Filed 2026-10-27
First National Trust Co
DECREASED
Shares70,779 from 75,275
Change-4,496 (-6%)
Value$9.4M (-$2.0M)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
INCREASED
Shares70,146 from 68,468
Change+1,678 (+2%)
Value$13.2M (-$1.5M)
Filed 2026-11-04
Bright Rock Capital Management, LLC
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$9.3M (-$1.3M)
Filed 2026-10-05
GC Wealth Management RIA, LLC
INCREASED
Shares69,752 from 67,855
Change+1,897 (+3%)
Value$9.2M (-$1.1M)
Filed 2026-11-02
Elyxium Wealth, LLC
DECREASED
Shares69,621 from 70,026
Change-405 (-1%)
Value$9.2M (-$1.4M)
Filed 2026-10-27
Savoir Faire Capital Management, L.P.
INCREASED
Shares69,046 from 32,903
Change+36,143 (+110%)
Value$9.1M (+$4.2M)
Filed 2026-11-03
Bull Street Advisors, LLC
INCREASED
Shares69,002 from 68,868
Change+134 (+0%)
Value$9.1K (-$10.4M)
Filed 2026-10-20
Cidel Asset Management Inc
INCREASED
Shares68,386 from 4,541
Change+63,845 (+1406%)
Value$9.0M (+$8.4M)
Filed 2026-10-29
Maryland State Retirement & Pension System
INCREASED
Shares67,928 from 59,208
Change+8,720 (+15%)
Value$9.0M (+$17.5K)
Filed 2026-11-05
NBT Bank, N.A.
INCREASED
Shares67,625 from 67,376
Change+249 (+0%)
Value$8.9M (-$1.3M)
Filed 2026-10-21
Lyell Wealth Management, LP
DECREASED
Shares66,923 from 72,050
Change-5,127 (-7%)
Value$8.9M (-$2.1M)
Filed 2026-10-30
Smithbridge Asset Management Inc
DECREASED
Shares66,678 from 67,516
Change-838 (-1%)
Value$8.8M (-$1.4M)
Filed 2026-10-19
Fulcrum Asset Management LLP
INCREASED
Shares66,413 from 27,870
Change+38,543 (+138%)
Value$8.9M (+$4.7M)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares65,924 from 64,564
Change+1,360 (+2%)
Value$8.7M (-$1.1M)
Filed 2026-10-07
OpenArc Corporate Advisory, LLC
DECREASED
Shares65,384 from 73,984
Change-8,600 (-12%)
Value$8.7M (-$2.6M)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares65,194 from 53,456
Change+11,738 (+22%)
Value$9.0M (+$979.1K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares63,090 from 68,821
Change-5,731 (-8%)
Value$8.3M (-$2.1M)
Filed 2026-10-27
Baker Chad R
UNCHANGED
Shares62,340 from 62,340
Change0 (0%)
Value$8.2M (-$1.2M)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares61,148 from 71,323
Change-10,175 (-14%)
Value$8.1M (-$2.7M)
Filed 2026-10-21
United Capital Management of KS, Inc.
INCREASED
Shares60,435 from 56,981
Change+3,454 (+6%)
Value$8.0M (-$636.5K)
Filed 2026-11-04
Delta Financial Advisors LLC
INCREASED
Shares59,676 from 59,529
Change+147 (+0%)
Value$7.9M (-$1.1M)
Filed 2026-10-27
Axxion S.A.
INCREASED
Shares59,495 from 59,295
Change+200 (+0%)
Value$7.9M (-$1.1M)
Filed 2026-10-22
Sheets Smith Wealth Management
DECREASED
Shares59,440 from 68,592
Change-9,152 (-13%)
Value$7.9M (-$2.5M)
Filed 2026-10-16
Hartford Investment Management Co
DECREASED
Shares59,255 from 61,119
Change-1,864 (-3%)
Value$7.8M (-$1.4M)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares59,102 from 59,383
Change-281 (0%)
Value$7.8M (-$1.2M)
Filed 2026-10-30
Bill Few Associates, Inc.
DECREASED
Shares59,091 from 60,171
Change-1,080 (-2%)
Value$7.8M (-$1.3M)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares57,508 from 56,226
Change+1,282 (+2%)
Value$7.6M (-$909.4K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares57,412 from 52,693
Change+4,719 (+9%)
Value$7.6M (-$386.7K)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
DECREASED
Shares56,851 from 57,157
Change-306 (-1%)
Value$7.5M (-$1.1M)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares56,564 from 74,978
Change-18,414 (-25%)
Value$7.5M (-$3.9M)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares56,474 from 54,276
Change+2,198 (+4%)
Value$7.5M (-$750.7K)
Filed 2026-10-16
AMG National Trust Bank
DECREASED
Shares55,961 from 56,440
Change-479 (-1%)
Value$7.4M (-$1.1M)
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
INCREASED
Shares55,544 from 32,838
Change+22,706 (+69%)
Value$7.3K (-$5.0M)
Filed 2026-11-05
New Mexico Educational Retirement Board
UNCHANGED
Shares55,280 from 55,280
Change0 (0%)
Value$7.3K (-$8.4M)
Filed 2026-11-05
Compass Wealth Management LLC
INCREASED
Shares55,209 from 49,962
Change+5,247 (+11%)
Value$7.3M (-$264.5K)
Filed 2026-10-22
Petredis Investment Advisors LLC
INCREASED
Shares55,043 from 54,846
Change+197 (+0%)
Value$7.3M (-$1.0M)
Filed 2026-10-20
Live Oak Private Wealth LLC
INCREASED
Shares54,683 from 52,671
Change+2,012 (+4%)
Value$7.2M (-$744.5K)
Filed 2026-11-02
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares54,580 from 100,086
Change-45,506 (-45%)
Value$7.2M (-$7.9M)
Filed 2026-10-26
Parcion Private Wealth LLC
DECREASED
Shares54,557 from 55,920
Change-1,363 (-2%)
Value$7.2M (-$1.3M)
Filed 2026-10-28
Louisiana State Employees Retirement System
DECREASED
Shares54,300 from 56,500
Change-2,200 (-4%)
Value$7.2M (-$1.4M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares52,985 from 55,365
Change-2,380 (-4%)
Value$7.0M (-$1.4M)
Filed 2026-10-30
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares52,495 from 51,589
Change+906 (+2%)
Value$6.9M (-$870.1K)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares51,600 from 49,112
Change+2,488 (+5%)
Value$6.8M (-$613.2K)
Filed 2026-10-30
Decker Wealth Management LLC
INCREASED
Shares51,550 from 50,000
Change+1,550 (+3%)
Value$6.8M (-$754.4K)
Filed 2026-10-09
Cullinan Associates Inc
DECREASED
Shares51,403 from 51,825
Change-422 (-1%)
Value$6.8M (-$1.1M)
Filed 2026-11-03
Hall Laurie J Trustee
DECREASED
Shares51,396 from 51,854
Change-458 (-1%)
Value$6.8M (-$1.1M)
Filed 2026-10-06
Brookstone Capital Management
INCREASED
Shares51,260 from 49,035
Change+2,225 (+5%)
Value$6.8M (-$646.5K)
Filed 2026-10-22
Sawyer & Company, Inc
DECREASED
Shares51,196 from 52,365
Change-1,169 (-2%)
Value$6.8M (-$1.2M)
Filed 2026-10-21
Builder Investment Group Inc
DECREASED
Shares51,170 from 51,370
Change-200 (0%)
Value$6.8M (-$1.0M)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares50,065 from 49,868
Change+197 (+0%)
Value$6.6M (-$930.9K)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
INCREASED
Shares49,889 from 12,512
Change+37,377 (+299%)
Value$6.6M (+$4.7M)
Filed 2026-11-04
Ayrshire Capital Management LLC
INCREASED
Shares49,767 from 46,402
Change+3,365 (+7%)
Value$6.6M (-$445.2K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares49,274 from 46,332
Change+2,942 (+6%)
Value$6.5M (-$487.4K)
Filed 2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED
Shares48,804 from 49,539
Change-735 (-1%)
Value$6.5M (-$1.0M)
Filed 2026-10-13
Peachtree Investment Partners, LLC
DECREASED
Shares48,772 from 51,379
Change-2,607 (-5%)
Value$6.5M (-$1.3M)
Filed 2026-11-05
Old National Bancorp
INCREASED
Shares48,621 from 47,613
Change+1,008 (+2%)
Value$6.4M (-$780.3K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares48,524 from 48,013
Change+511 (+1%)
Value$6.4M (-$853.7K)
Filed 2026-10-28
Raub Brock Capital Management LP
DECREASED
Shares48,067 from 81,621
Change-33,554 (-41%)
Value$6.4M (-$6.0M)
Filed 2026-10-21
Masterinvest Kapitalanlage GmbH
DECREASED
Shares48,050 from 60,201
Change-12,151 (-20%)
Value$6.4M (-$2.8M)
Filed 2026-11-03
Meiji Yasuda America Inc
INCREASED
Shares48,003 from 38,686
Change+9,317 (+24%)
Value$6.4M (+$490.3K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares47,556 from 40,667
Change+6,889 (+17%)
Value$6.3M (+$133.1K)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
INCREASED
Shares47,414 from 47,180
Change+234 (+1%)
Value$6.3M (-$874.4K)
Filed 2026-10-21
Bank of New Hampshire
DECREASED
Shares47,200 from 47,388
Change-188 (0%)
Value$6.2M (-$934.3K)
Filed 2026-10-06
Goelzer Investment Management, Inc.
DECREASED
Shares46,635 from 47,244
Change-609 (-1%)
Value$6.2M (-$987.2K)
Filed 2026-10-16
Journey Advisory Group, LLC
INCREASED
Shares46,102 from 44,917
Change+1,185 (+3%)
Value$6.1M (-$705.1K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares45,772 from 56,950
Change-11,178 (-20%)
Value$6.1M (-$2.6M)
Filed 2026-10-20
Inspire Trust Co, N.A.
INCREASED
Shares45,135 from 36,135
Change+9,000 (+25%)
Value$6.0M (+$497.4K)
Filed 2026-11-05
Nemes Rush Group LLC
INCREASED
Shares44,979 from 44,098
Change+881 (+2%)
Value$6.0M (-$729.7K)
Filed 2026-11-04
Greenwood Capital Associates LLC
DECREASED
Shares44,338 from 44,487
Change-149 (0%)
Value$5.9M (-$873.4K)
Filed 2026-10-27
TritonPoint Partners, LLC
DECREASED
Shares43,989 from 83,302
Change-39,313 (-47%)
Value$5.8M (-$6.8M)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares43,973 from 45,824
Change-1,851 (-4%)
Value$5.8M (-$1.1M)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares43,863 from 50,002
Change-6,139 (-12%)
Value$5.8M (-$1.8M)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares43,194 from 43,849
Change-655 (-1%)
Value$5.7K (-$6.6M)
Filed 2026-10-30
Conning Inc.
INCREASED
Shares43,139 from 35,345
Change+7,794 (+22%)
Value$5.7M (+$353.0K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares42,897 from 44,486
Change-1,589 (-4%)
Value$6.1M (-$670.1K)
Filed 2026-10-20
Mccarter Private Wealth Services LLC
DECREASED
Shares42,303 from 43,457
Change-1,154 (-3%)
Value$5.6M (-$986.6K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares42,244 from 38,955
Change+3,289 (+8%)
Value$5.6M (-$312.5K)
Filed 2026-11-03
DSG Capital Advisors, LLC
DECREASED
Shares42,220 from 44,569
Change-2,349 (-5%)
Value$5.6M (-$1.1M)
Filed 2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares42,033 from 40,689
Change+1,344 (+3%)
Value$5.6M (-$603.0K)
Filed 2026-11-03
Plato Investment Management Ltd
DECREASED
Shares41,459 from 41,576
Change-117 (0%)
Value$5.5M (-$755.2K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares41,195 from 45,150
Change-3,955 (-9%)
Value$5.5M (-$1.4M)
Filed 2026-10-20
Shelter Rock Management, LLC
INCREASED
Shares41,067 from 31,893
Change+9,174 (+29%)
Value$5.5M (+$639.2K)
Filed 2026-10-09
Park State Asset Management
DECREASED
Shares41,048 from 45,040
Change-3,992 (-9%)
Value$5.4M (-$1.4M)
Filed 2026-11-02
Machina Capital S.A.S.
DECREASED
Shares40,923 from 41,681
Change-758 (-2%)
Value$5.4M (-$900.2K)
Filed 2026-11-05
Marathon Wealth Advisors LLC
INCREASED
Shares40,695 from 40,354
Change+341 (+1%)
Value$5.4M (-$729.3K)
Filed 2026-11-04
Chesley Taft & Associates LLC
DECREASED
Shares40,582 from 40,786
Change-204 (0%)
Value$5.4M (-$809.7K)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares40,577 from 29,421
Change+11,156 (+38%)
Value$5.4M (+$911.5K)
Filed 2026-10-29
Slow Capital, Inc.
DECREASED
Shares40,486 from 43,974
Change-3,488 (-8%)
Value$5.4M (-$1.3M)
Filed 2026-10-23
CFM Wealth Partners LLC
DECREASED
Shares39,881 from 40,899
Change-1,018 (-2%)
Value$5.3M (-$919.5K)
Filed 2026-11-05
McBroom & Associates, LLC
DECREASED
Shares39,828 from 56,235
Change-16,407 (-29%)
Value$5.3M (-$3.2M)
Filed 2026-10-29
Ascent Wealth Partners, LLC
INCREASED
Shares39,421 from 39,257
Change+164 (+0%)
Value$5.2M (-$731.6K)
Filed 2026-10-23
Imc-Chicago, LLC
INCREASED
Shares39,277 from 23,217
Change+16,060 (+69%)
Value$5.2M (+$1.7M)
Filed 2026-11-05
Marks Group Wealth Management, Inc
DECREASED
Shares38,293 from 41,609
Change-3,316 (-8%)
Value$5.1M (-$1.2M)
Filed 2026-11-05
Fulton Bank, N.A.
DECREASED
Shares38,084 from 40,851
Change-2,767 (-7%)
Value$5.0M (-$1.2M)
Filed 2026-10-14
First Citizens Bank & Trust Co
INCREASED
Shares37,531 from 25,230
Change+12,301 (+49%)
Value$5.0M (+$1.1M)
Filed 2026-10-14
BNC Wealth Management, LLC
INCREASED
Shares37,275 from 37,120
Change+155 (+0%)
Value$4.9M (-$691.8K)
Filed 2026-10-19
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares37,000 from 37,000
Change0 (0%)
Value$4.9M (-$710.0K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares36,883 from 39,302
Change-2,419 (-6%)
Value$4.9M (-$1.1M)
Filed 2026-10-01
James Hambro & Partners LLP
DECREASED
Shares36,783 from 93,243
Change-56,460 (-61%)
Value$4.9M (-$9.3M)
Filed 2026-10-19
Vertrix Wealth Management, LLC
INCREASED
Shares36,432 from 29,658
Change+6,774 (+23%)
Value$4.8M (+$327.2K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares35,992 from 38,618
Change-2,626 (-7%)
Value$4.8M (-$1.1M)
Filed 2026-11-05
Brady Family Wealth, LLC
DECREASED
Shares35,773 from 36,708
Change-935 (-3%)
Value$4.7M (-$828.1K)
Filed 2026-11-02
Robbins Farley
DECREASED
Shares35,740 from 43,665
Change-7,925 (-18%)
Value$4.7M (-$1.9M)
Filed 2026-10-21
Davidson Capital Management Inc.
INCREASED
Shares35,725 from 34,517
Change+1,208 (+4%)
Value$4.7M (-$502.6K)
Filed 2026-10-15
Gamma Investing LLC
DECREASED
Shares35,474 from 38,264
Change-2,790 (-7%)
Value$4.7M (-$1.1M)
Filed 2026-10-08
Eukles Asset Management
DECREASED
Shares35,447 from 35,900
Change-453 (-1%)
Value$4.7M (-$749.0K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares35,399 from 55,288
Change-19,889 (-36%)
Value$4.7M (-$3.7M)
Filed 2026-10-22
Kerusso Capital Management LLC
INCREASED
Shares35,350 from 32,050
Change+3,300 (+10%)
Value$4.7M (-$178.4K)
Filed 2026-10-27
Lynch & Associates
DECREASED
Shares35,070 from 35,259
Change-189 (-1%)
Value$4.6M (-$701.6K)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares34,722 from 38,985
Change-4,263 (-11%)
Value$4.6M (-$1.3M)
Filed 2026-10-23
Laurel Wealth Advisors LLC
DECREASED
Shares34,600 from 36,018
Change-1,418 (-4%)
Value$4.6M (-$878.8K)
Filed 2026-10-27
Mitchell Capital Management Co
DECREASED
Shares34,342 from 39,545
Change-5,203 (-13%)
Value$4.5M (-$1.4M)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares34,328 from 30,991
Change+3,337 (+11%)
Value$4.5M (-$153.2K)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares33,886 from 33,260
Change+626 (+2%)
Value$4.5M (-$555.4K)
Filed 2026-10-27
Portfolio Design Labs, LLC
INCREASED
Shares33,858 from 33,341
Change+517 (+2%)
Value$4.5M (-$571.4K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares33,361 from 33,265
Change+96 (+0%)
Value$4.4M (-$625.7K)
Filed 2026-10-19
Chatham Capital Group, Inc.
INCREASED
Shares33,346 from 32,106
Change+1,240 (+4%)
Value$4.4M (-$452.1K)
Filed 2026-10-16
Beacon Bank & Trust
DECREASED
Shares33,278 from 37,206
Change-3,928 (-11%)
Value$4.4M (-$1.2M)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares33,203 from 32,561
Change+642 (+2%)
Value$4.4M (-$539.9K)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares33,027 from 31,026
Change+2,001 (+6%)
Value$4.4M (-$330.6K)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares32,808 from 37,291
Change-4,483 (-12%)
Value$4.3M (-$1.3M)
Filed 2026-10-13
Perennial Advisors, LLC
DECREASED
Shares32,265 from 33,102
Change-837 (-3%)
Value$4.3M (-$746.0K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares31,912 from 31,909
Change+3 (+0%)
Value$4.2M (-$611.9K)
Filed 2026-10-09
Wedbush Securities Inc
DECREASED
Shares31,829 from 34,107
Change-2,278 (-7%)
Value$4.2K (-$5.2M)
Filed 2026-10-22
Churchill Financial Advisors, LLC
DECREASED
Shares31,822 from 34,290
Change-2,468 (-7%)
Value$4.2M (-$984.6K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
DECREASED
Shares31,751 from 31,972
Change-221 (-1%)
Value$4.2M (-$642.8K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares31,482 from 30,608
Change+874 (+3%)
Value$4.2M (-$471.5K)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
INCREASED
Shares31,380 from 30,680
Change+700 (+2%)
Value$4.2M (-$496.1K)
Filed 2026-10-22
Nicollet Investment Management, Inc.
DECREASED
Shares31,184 from 31,527
Change-343 (-1%)
Value$4.1K (-$4.8M)
Filed 2026-10-14
Oarsman Capital, Inc.
INCREASED
Shares31,143 from 30,172
Change+971 (+3%)
Value$4.1M (-$450.6K)
Filed 2026-11-05
WD Rutherford LLC
DECREASED
Shares31,134 from 31,673
Change-539 (-2%)
Value$4.1M (-$679.1K)
Filed 2026-10-26
Harold Davidson & Associates Inc.
DECREASED
Shares31,084 from 31,195
Change-111 (0%)
Value$4.1M (-$613.4K)
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares30,994 from 29,482
Change+1,512 (+5%)
Value$4.1M (-$365.7K)
Filed 2026-10-21
Curbstone Financial Management Corp
INCREASED
Shares30,984 from 30,954
Change+30 (+0%)
Value$4.1M (-$590.0K)
Filed 2026-10-21
Moran Wealth Management, LLC
DECREASED
Shares30,918 from 31,293
Change-375 (-1%)
Value$4.1M (-$650.1K)
Filed 2026-10-22
Legacy Private Trust Co.
DECREASED
Shares30,914 from 31,402
Change-488 (-2%)
Value$4.1M (-$667.2K)
Filed 2026-10-06
Canandaigua National Bank & Trust Co
DECREASED
Shares30,795 from 30,992
Change-197 (-1%)
Value$4.1M (-$620.8K)
Filed 2026-10-07
Legacy Wealth Management, LLC / MS
DECREASED
Shares30,698 from 33,052
Change-2,354 (-7%)
Value$4.1M (-$945.7K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares30,508 from 19,980
Change+10,528 (+53%)
Value$4.2M (+$1.2M)
Filed 2026-10-09
Prescott Group Capital Management, L.L.C.
DECREASED
Shares30,506 from 37,262
Change-6,756 (-18%)
Value$4.0M (-$1.6M)
Filed 2026-10-30
AMI Investment Management Inc
INCREASED
Shares30,492 from 26,212
Change+4,280 (+16%)
Value$4.0M (+$63.3K)
Filed 2026-10-27
RMR Wealth Builders
INCREASED
Shares30,340 from 28,630
Change+1,710 (+6%)
Value$4.0M (-$323.2K)
Filed 2026-10-22
Blue Fin Capital, Inc.
INCREASED
Shares30,245 from 30,036
Change+209 (+1%)
Value$4.0M (-$548.7K)
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares30,046 from 27,302
Change+2,744 (+10%)
Value$4.0M (-$160.9K)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED
Shares30,000 from 29,950
Change+50 (+0%)
Value$4.0M (-$568.1K)
Filed 2026-11-05
Bretton Capital Management, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$4.0M (-$575.7K)
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares29,563 from 28,891
Change+672 (+2%)
Value$3.9M (-$465.5K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares29,557 from 29,488
Change+69 (+0%)
Value$4.3M (-$238.1K)
Filed 2026-10-21
Plimoth Trust Co LLC
INCREASED
Shares29,439 from 26,988
Change+2,451 (+9%)
Value$3.9M (-$193.6K)
Filed 2026-10-26
Carderock Capital Management Inc
DECREASED
Shares29,235 from 34,486
Change-5,251 (-15%)
Value$3.9M (-$1.4M)
Filed 2026-10-22
Indiana Trust & Investment Management Co
DECREASED
Shares29,053 from 29,393
Change-340 (-1%)
Value$3.8M (-$609.0K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares28,921 from 29,279
Change-358 (-1%)
Value$3.8M (-$609.2K)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares28,690 from 28,785
Change-95 (0%)
Value$3.8M (-$565.0K)
Filed 2026-10-22
Princeton Global Asset Management LLC
INCREASED
Shares28,623 from 27,533
Change+1,090 (+4%)
Value$3.8M (-$384.2K)
Filed 2026-10-21
Philadelphia Trust Co
DECREASED
Shares28,577 from 48,158
Change-19,581 (-41%)
Value$3.8K (-$7.3M)
Filed 2026-11-05
Harrington Investments, Inc
DECREASED
Shares28,414 from 28,760
Change-346 (-1%)
Value$3.8M (-$597.7K)
Filed 2026-10-14
Stanley-Laman Group, Ltd.
DECREASED
Shares28,205 from 28,674
Change-469 (-2%)
Value$3.7M (-$612.3K)
Filed 2026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares28,034 from 26,831
Change+1,203 (+4%)
Value$3.7M (-$355.7K)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares27,945 from 30,957
Change-3,012 (-10%)
Value$3.7M (-$992.5K)
Filed 2026-10-30
Duncker Streett & Co Inc
DECREASED
Shares27,869 from 27,914
Change-45 (0%)
Value$3.7M (-$541.6K)
Filed 2026-10-27
Atlas Brown,Inc.
DECREASED
Shares27,817 from 27,876
Change-59 (0%)
Value$3.7M (-$542.7K)
Filed 2026-10-09
City Holding Co
DECREASED
Shares27,722 from 28,923
Change-1,201 (-4%)
Value$3.7M (-$714.1K)
Filed 2026-10-19
Lynx Capital Group LTD
INCREASED
Shares27,681 from 27,659
Change+22 (+0%)
Value$3.7M (-$528.0K)
Filed 2026-11-04
Cincinnati Indemnity Co
UNCHANGED
Shares27,500 from 27,500
Change0 (0%)
Value$3.6M (-$527.7K)
Filed 2026-11-03
Cincinnati Casualty Co
UNCHANGED
Shares27,500 from 27,500
Change0 (0%)
Value$3.6M (-$527.7K)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares27,303 from 25,971
Change+1,332 (+5%)
Value$3.6M (-$322.1K)
Filed 2026-11-03
SevenBridge Financial Group, LLC
NEW
Shares26,863
Change+26,863
Value$3.9M
Filed 2026-10-26
Gateway Investment Advisers LLC
DECREASED
Shares26,827 from 33,488
Change-6,661 (-20%)
Value$3.5M (-$1.5M)
Filed 2026-10-13
Sageworth Trust Co of South Dakota
DECREASED
Shares26,394 from 26,441
Change-47 (0%)
Value$3.5M (-$513.6K)
Filed 2026-10-30
Avestar Capital, LLC
INCREASED
Shares26,201 from 23,483
Change+2,718 (+12%)
Value$3.5M (-$91.1K)
Filed 2026-10-28
Deltec Asset Management LLC
UNCHANGED
Shares26,100 from 26,100
Change0 (0%)
Value$3.5M (-$500.9K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares25,980 from 27,492
Change-1,512 (-5%)
Value$3.4M (-$727.7K)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
DECREASED
Shares25,535 from 31,244
Change-5,709 (-18%)
Value$3.4M (-$1.4M)
Filed 2026-10-29
Praxis Investment Management Inc
UNCHANGED
Shares25,503 from 25,503
Change0 (0%)
Value$3.4K (-$3.9M)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares25,466 from 22,747
Change+2,719 (+12%)
Value$3.4M (-$76.8K)
Filed 2026-10-30
Mattern Capital Management, LLC
NEW
Shares25,432
Change+25,432
Value$3.4M
Filed 2026-11-02
Diversify Advisory Services, LLC
DECREASED
Shares25,297 from 28,963
Change-3,666 (-13%)
Value$3.7M (-$871.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares25,297 from 28,963
Change-3,666 (-13%)
Value$3.7M (-$871.8K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares25,255 from 19,013
Change+6,242 (+33%)
Value$3.3M (+$461.0K)
Filed 2026-11-05
Independence Bank of Kentucky
INCREASED
Shares25,225 from 23,588
Change+1,637 (+7%)
Value$3.3M (-$236.1K)
Filed 2026-10-26
Arjuna Capital
DECREASED
Shares25,139 from 25,763
Change-624 (-2%)
Value$3.3M (-$577.0K)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares24,777 from 25,637
Change-860 (-3%)
Value$3.3M (-$605.7K)
Filed 2026-10-14
ICW Investment Advisors LLC
DECREASED
Shares24,728 from 24,973
Change-245 (-1%)
Value$3.3M (-$511.5K)
Filed 2026-10-27
Adell Harriman & Carpenter Inc
INCREASED
Shares24,665 from 23,290
Change+1,375 (+6%)
Value$3.3M (-$265.0K)
Filed 2026-11-02
Hendley & Co Inc
INCREASED
Shares24,491 from 22,591
Change+1,900 (+8%)
Value$3.2K (-$183)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares24,050 from 23,911
Change+139 (+1%)
Value$3.2M (-$440.5K)
Filed 2026-10-19
Cordatus Wealth Management LLC
NEW
Shares24,036
Change+24,036
Value$3.2M
Filed 2026-10-19
Daymark Wealth Partners, LLC
DECREASED
Shares23,970 from 25,882
Change-1,912 (-7%)
Value$3.2M (-$749.6K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares23,909 from 20,903
Change+3,006 (+14%)
Value$3.2M (-$1.8K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares23,886 from 26,848
Change-2,962 (-11%)
Value$3.2M (-$907.0K)
Filed 2026-11-05
Cohen Klingenstein LLC
UNCHANGED
Shares23,600 from 23,600
Change0 (0%)
Value$3.1M (-$452.9K)
Filed 2026-10-15
Asset Advisors Investment Management, LLC
DECREASED
Shares23,469 from 23,630
Change-161 (-1%)
Value$3.1M (-$474.8K)
Filed 2026-10-19
Culbertson A N & Co Inc
UNCHANGED
Shares23,441 from 23,441
Change0 (0%)
Value$3.1M (-$449.8K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED
Shares23,353 from 22,167
Change+1,186 (+5%)
Value$3.1M (-$268.4K)
Filed 2026-10-14
Azzad Asset Management Inc
DECREASED
Shares23,177 from 23,372
Change-195 (-1%)
Value$3.1M (-$474.3K)
Filed 2026-11-04
Piscataqua Savings Bank
DECREASED
Shares23,167 from 23,369
Change-202 (-1%)
Value$3.1M (-$475.2K)
Filed 2026-10-21
Stiles Financial Services Inc
INCREASED
Shares22,920 from 22,728
Change+192 (+1%)
Value$3.0M (-$410.8K)
Filed 2026-10-30
Stackstone Wealth, LLC
NEW
Shares22,900
Change+22,900
Value$3.0M
Filed 2026-10-19
Grandfield & Dodd, LLC
UNCHANGED
Shares22,900 from 22,900
Change0 (0%)
Value$3.0M (-$439.5K)
Filed 2026-10-29
Riverbridge Partners LLC
DECREASED
Shares22,871 from 23,378
Change-507 (-2%)
Value$3.0M (-$515.7K)
Filed 2026-11-05
Family Capital Trust Co
UNCHANGED
Shares22,624 from 22,624
Change0 (0%)
Value$3.0M (-$434.2K)
Filed 2026-10-22
Capital City Trust Co
INCREASED
Shares22,431 from 22,364
Change+67 (+0%)
Value$3.0M (-$420.3K)
Filed 2026-10-22
Central Bank & Trust Co
INCREASED
Shares21,969 from 18,669
Change+3,300 (+18%)
Value$2.9M (+$78.4K)
Filed 2026-10-09
Aspiriant, LLC
INCREASED
Shares21,912 from 21,352
Change+560 (+3%)
Value$2.9M (-$335.7K)
Filed 2026-10-16
Vest Financial, LLC
DECREASED
Shares21,768 from 22,016
Change-248 (-1%)
Value$2.9M (-$455.3K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares21,717 from 21,170
Change+547 (+3%)
Value$2.9M (-$333.9K)
Filed 2026-10-13
Garrison Bradford & Associates Inc
DECREASED
Shares21,692 from 22,615
Change-923 (-4%)
Value$2.9M (-$556.1K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares21,681 from 19,749
Change+1,932 (+10%)
Value$2.9M (-$123.4K)
Filed 2026-10-07
Tema Etfs LLC
INCREASED
Shares21,677 from 21,273
Change+404 (+2%)
Value$2.9M (-$354.8K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares21,474 from 19,346
Change+2,128 (+11%)
Value$2.8M (-$89.2K)
Filed 2026-10-08
Trust Co of Toledo NA
INCREASED
Shares21,360 from 20,666
Change+694 (+3%)
Value$2.8M (-$304.8K)
Filed 2026-10-16
RED Cedar Investment Management, LLC
UNCHANGED
Shares21,293 from 21,293
Change0 (0%)
Value$2.8M (-$408.6K)
Filed 2026-11-04
Means Investment Co., Inc.
DECREASED
Shares21,234 from 21,354
Change-120 (-1%)
Value$2.8M (-$425.8K)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares21,171 from 20,233
Change+938 (+5%)
Value$2.8M (-$264.1K)
Filed 2026-10-22
J. Safra Sarasin Holding AG
DECREASED
Shares21,162 from 21,918
Change-756 (-3%)
Value$3.2M (-$242.3K)
Filed 2026-10-26
First Business Financial Services, Inc.
INCREASED
Shares21,118 from 20,159
Change+959 (+5%)
Value$2.8M (-$260.0K)
Filed 2026-10-29
Grey Ledge Advisors, LLC
INCREASED
Shares21,113 from 20,702
Change+411 (+2%)
Value$2.8M (-$343.0K)
Filed 2026-11-02
Rossmore Private Capital
INCREASED
Shares21,040 from 20,443
Change+597 (+3%)
Value$2.8M (-$313.3K)
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares20,877 from 41
Change+20,836 (+50820%)
Value$2.8M (+$2.8M)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares20,770 from 58,268
Change-37,498 (-64%)
Value$2.7M (-$6.1M)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares20,656 from 20,962
Change-306 (-1%)
Value$2.7M (-$442.7K)
Filed 2026-11-04
V-Square Quantitative Management LLC
INCREASED
Shares20,629 from 19,359
Change+1,270 (+7%)
Value$2.7M (-$203.5K)
Filed 2026-10-15
Secure Asset Management, LLC
NEW
Shares20,481
Change+20,481
Value$2.7M
Filed 2026-10-19
First Financial Bank - Trust Division
DECREASED
Shares20,477 from 20,717
Change-240 (-1%)
Value$2.7M (-$429.3K)
Filed 2026-10-01
Insight Inv LLC
DECREASED
Shares20,459 from 20,494
Change-35 (0%)
Value$2.7M (-$397.9K)
Filed 2026-10-27
Valley National Advisers Inc
INCREASED
Shares20,458 from 2,593
Change+17,865 (+689%)
Value$2.7M (+$2.3M)
Filed 2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED
Shares20,454 from 21,189
Change-735 (-3%)
Value$2.7K (-$3.2M)
Filed 2026-10-28
Harbour Capital Advisors, LLC
INCREASED
Shares20,348 from 19,988
Change+360 (+2%)
Value$2.7M (-$332.7K)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares20,233 from 20,721
Change-488 (-2%)
Value$2.7M (-$462.2K)
Filed 2026-10-30
Costello Asset Management, Inc
DECREASED
Shares20,080 from 20,120
Change-40 (0%)
Value$2.7M (-$391.4K)
Filed 2026-10-30
Essential Investment Partners LLC
INCREASED
Shares20,037 from 19,341
Change+696 (+4%)
Value$2.7M (-$279.1K)
Filed 2026-10-27
Avantax Planning Partners, Inc.
INCREASED
Shares19,901 from 19,831
Change+70 (+0%)
Value$2.6M (-$371.4K)
Filed 2026-11-03
CenterBook Partners LP
DECREASED
Shares19,871 from 69,372
Change-49,501 (-71%)
Value$2.6M (-$7.9M)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
DECREASED
Shares19,867 from 19,925
Change-58 (0%)
Value$2.6M (-$390.0K)
Filed 2026-11-05
Arrow Financial Corp
DECREASED
Shares19,706 from 20,146
Change-440 (-2%)
Value$2.6M (-$444.8K)
Filed 2026-10-26
Sather Financial Group Inc
DECREASED
Shares19,436 from 20,403
Change-967 (-5%)
Value$2.6M (-$519.5K)
Filed 2026-10-30
GAM Holding AG
DECREASED
Shares19,430 from 19,514
Change-84 (0%)
Value$2.6M (-$385.6K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares19,335 from 18,286
Change+1,049 (+6%)
Value$2.6M (-$212.1K)
Filed 2026-10-28
MTM Investment Management, LLC
DECREASED
Shares19,146 from 19,245
Change-99 (-1%)
Value$2.5M (-$382.5K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
INCREASED
Shares19,059 from 6,559
Change+12,500 (+191%)
Value$2.5M (+$1.5M)
Filed 2026-11-02
Park Edge Advisors, LLC
INCREASED
Shares19,031 from 16,142
Change+2,889 (+18%)
Value$2.5M (+$72.5K)
Filed 2026-10-28
Brighton Jones LLC
DECREASED
Shares18,967 from 33,827
Change-14,860 (-44%)
Value$2.5M (-$2.6M)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares18,810 from 10,826
Change+7,984 (+74%)
Value$2.5M (+$846.3K)
Filed 2026-11-02
Bdf-Gestion
DECREASED
Shares18,636 from 21,000
Change-2,364 (-11%)
Value$2.5M (+$1.0M)
Filed 2026-10-19
Xcel Wealth Management, LLC
DECREASED
Shares18,621 from 18,720
Change-99 (-1%)
Value$2.5M (-$372.4K)
Filed 2026-10-26
Hudson Canyon Capital Management
DECREASED
Shares18,595 from 18,767
Change-172 (-1%)
Value$2.5M (-$382.9K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
INCREASED
Shares18,570 from 18,539
Change+31 (+0%)
Value$2.5M (-$351.6K)
Filed 2026-10-13
Invera Wealth Advisors, LLC
INCREASED
Shares18,504 from 18,065
Change+439 (+2%)
Value$2.4M (-$288.6K)
Filed 2026-10-28
Atala Financial Inc
UNCHANGED
Shares18,337 from 18,337
Change0 (0%)
Value$2.4M (-$351.9K)
Filed 2026-10-22
Concord Wealth Partners
INCREASED
Shares18,152 from 15,932
Change+2,220 (+14%)
Value$2.4M (-$12.0K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares18,147 from 17,828
Change+319 (+2%)
Value$2.4M (-$299.8K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares18,132 from 18,225
Change-93 (-1%)
Value$2.4M (-$362.1K)
Filed 2026-10-22
Brian LOW Financial Group, LLC
INCREASED
Shares18,120 from 12,513
Change+5,607 (+45%)
Value$2.4M (+$501.7K)
Filed 2026-10-28
Cove Private Wealth, LLC
INCREASED
Shares18,106 from 18,039
Change+67 (+0%)
Value$2.4M (-$337.3K)
Filed 2026-10-28
Hartford Financial Management Inc.
INCREASED
Shares18,076 from 17,792
Change+284 (+2%)
Value$2.4M (-$303.8K)
Filed 2026-10-21
Jefferies Financial Group Inc.
DECREASED
Shares17,958 from 50,345
Change-32,387 (-64%)
Value$2.4M (-$5.3M)
Filed 2026-11-05
Nvwm, LLC
INCREASED
Shares17,758 from 17,377
Change+381 (+2%)
Value$2.3M (-$283.0K)
Filed 2026-10-14
Biltmore Family Office, LLC
INCREASED
Shares17,748 from 17,672
Change+76 (+0%)
Value$2.3M (-$329.1K)
Filed 2026-11-03
LS Investment Advisors, LLC
DECREASED
Shares17,739 from 30,096
Change-12,357 (-41%)
Value$2.3M (-$2.2M)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares17,707 from 56,499
Change-38,792 (-69%)
Value$2.3M (-$6.2M)
Filed 2026-10-16
AGP Franklin, LLC
INCREASED
Shares17,701 from 15,454
Change+2,247 (+15%)
Value$2.3M (+$712)
Filed 2026-11-04
Retirement Guys Formula LLC
INCREASED
Shares17,696 from 14,414
Change+3,282 (+23%)
Value$2.3M (+$157.7K)
Filed 2026-10-26
Promethium Advisors,llc
INCREASED
Shares17,622 from 17,302
Change+320 (+2%)
Value$2.3M (-$289.7K)
Filed 2026-10-19
Great Lakes Retirement, Inc.
INCREASED
Shares17,547 from 17,275
Change+272 (+2%)
Value$2.3M (-$295.5K)
Filed 2026-10-26
Burns J W & Co Inc
DECREASED
Shares17,335 from 17,881
Change-546 (-3%)
Value$2.3M (-$415.4K)
Filed 2026-10-20
Trust Investment Advisors
INCREASED
Shares17,286 from 16,523
Change+763 (+5%)
Value$2.3M (-$216.1K)
Filed 2026-10-20
Vivid Wealth Management, LLC
DECREASED
Shares17,216 from 17,387
Change-171 (-1%)
Value$2.3M (-$356.3K)
Filed 2026-10-27
Joel Isaacson & Co., LLC
INCREASED
Shares17,178 from 16,532
Change+646 (+4%)
Value$2.3M (-$231.9K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
DECREASED
Shares17,044 from 17,344
Change-300 (-2%)
Value$2.3M (-$372.6K)
Filed 2026-10-13
S.A. Mason LLC
UNCHANGED
Shares16,891 from 16,891
Change0 (0%)
Value$2.2M (-$324.1K)
Filed 2026-10-13
Shuttleworth & Co
DECREASED
Shares16,815 from 16,835
Change-20 (0%)
Value$2.2M (-$325.7K)
Filed 2026-10-30
BAR Harbor Wealth Management
DECREASED
Shares16,722 from 74,648
Change-57,926 (-78%)
Value$2.2M (-$9.1M)
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares16,505 from 15,154
Change+1,351 (+9%)
Value$2.2M (-$112.1K)
Filed 2026-10-20
Evergreen Capital Management LLC
DECREASED
Shares16,424 from 27,066
Change-10,642 (-39%)
Value$2.2M (-$1.9M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares16,411 from 13,788
Change+2,623 (+19%)
Value$2.2M (+$82.4K)
Filed 2026-10-16
Bluedoor Private Wealth, LLC
DECREASED
Shares16,277 from 16,337
Change-60 (0%)
Value$2.2M (-$321.4K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares16,261 from 14,784
Change+1,477 (+10%)
Value$2.2M (-$88.2K)
Filed 2026-10-23
Premier Path Wealth Partners, LLC
DECREASED
Shares16,210 from 16,461
Change-251 (-2%)
Value$2.1M (-$349.2K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED
Shares16,182 from 16,723
Change-541 (-3%)
Value$2.1M (-$392.4K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares16,031 from 18,392
Change-2,361 (-13%)
Value$2.1M (-$665.3K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
INCREASED
Shares15,985 from 15,521
Change+464 (+3%)
Value$2.1M (-$236.4K)
Filed 2026-10-26
Sanders Morris Harris LLC
NEW
Shares15,924
Change+15,924
Value$2.1M
Filed 2026-10-14
University of Texas S AM Investment Management Co
INCREASED
Shares15,915 from 8,548
Change+7,367 (+86%)
Value$2.1M (+$810.7K)
Filed 2026-11-03
Lantern Wealth Advisors, LLC
INCREASED
Shares15,717 from 14,467
Change+1,250 (+9%)
Value$2.1M (-$112.2K)
Filed 2026-10-22
Fiduciary Alliance LLC
INCREASED
Shares15,712 from 14,893
Change+819 (+6%)
Value$2.1M (-$177.5K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares15,637 from 23,372
Change-7,735 (-33%)
Value$2.1M (-$1.5M)
Filed 2026-10-06
Iowa State Bank
INCREASED
Shares15,500 from 14,851
Change+649 (+4%)
Value$2.1M (-$199.1K)
Filed 2026-10-06
Moody National Bank Trust Division
INCREASED
Shares15,196 from 12,124
Change+3,072 (+25%)
Value$2.0M (+$173.8K)
Filed 2026-10-06
Lanark Financial, Inc.
DECREASED
Shares15,185 from 15,853
Change-668 (-4%)
Value$2.0M (-$392.7K)
Filed 2026-10-26
Bell Asset Management Ltd
NEW
Shares15,122
Change+15,122
Value$2.0M
Filed 2026-10-08
CrossGen Wealth, LLC
INCREASED
Shares15,047 from 14,147
Change+900 (+6%)
Value$2.0M (-$152.4K)
Filed 2026-10-30
Connecticut Wealth Management, LLC
DECREASED
Shares14,943 from 15,692
Change-749 (-5%)
Value$2.0M (-$400.2K)
Filed 2026-10-13
71 West Capital Partners
INCREASED
Shares14,715 from 13,596
Change+1,119 (+8%)
Value$1.9M (-$112.9K)
Filed 2026-11-04
Profund Advisors LLC
INCREASED
Shares14,639 from 13,819
Change+820 (+6%)
Value$1.9M (-$156.7K)
Filed 2026-10-29
Romano Brothers and Company
INCREASED
Shares14,585 from 14,275
Change+310 (+2%)
Value$1.9M (-$232.9K)
Filed 2026-10-22
Ameliora Wealth Management Ltd.
DECREASED
Shares14,463 from 22,173
Change-7,710 (-35%)
Value$1.9M (-$1.4M)
Filed 2026-10-23
Aries Wealth Management
UNCHANGED
Shares14,450 from 14,450
Change0 (0%)
Value$1.9M (-$277.3K)
Filed 2026-10-23
Claro Advisors Inc.
DECREASED
Shares14,268 from 14,627
Change-359 (-2%)
Value$1.9M (-$328.2K)
Filed 2026-11-02
Fire Capital Management LLC
INCREASED
Shares14,253 from 3,718
Change+10,535 (+283%)
Value$1.9M (+$1.3M)
Filed 2026-10-27
1620 Investment Advisors, Inc.
DECREASED
Shares14,239 from 15,015
Change-776 (-5%)
Value$1.9M (-$390.8K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
INCREASED
Shares14,147 from 13,736
Change+411 (+3%)
Value$1.9M (-$209.2K)
Filed 2026-10-26
Summit Asset Management, LLC
DECREASED
Shares14,142 from 14,229
Change-87 (-1%)
Value$1.9M (-$284.6K)
Filed 2026-11-05
Norway Savings Bank
INCREASED
Shares14,004 from 13,668
Change+336 (+2%)
Value$1.9M (-$217.8K)
Filed 2026-10-20
Community Financial Services Group, LLC
DECREASED
Shares13,915 from 21,773
Change-7,858 (-36%)
Value$1.9M (-$1.4M)
Filed 2026-10-15
Angeles Wealth Management, LLC
DECREASED
Shares13,868 from 14,672
Change-804 (-5%)
Value$1.8M (-$387.9K)
Filed 2026-10-26
Triasima Portfolio Management inc.
DECREASED
Shares13,848 from 74,259
Change-60,411 (-81%)
Value$1.8M (-$9.4M)
Filed 2026-10-15
Strategic Advisors LLC
INCREASED
Shares13,844 from 7,684
Change+6,160 (+80%)
Value$1.8M (+$667.5K)
Filed 2026-10-13
Waterway Wealth Management, LLC
INCREASED
Shares13,723 from 5,019
Change+8,704 (+173%)
Value$1.8M (+$1.1M)
Filed 2026-10-28
Concord Asset Management, LLC
DECREASED
Shares13,643 from 14,062
Change-419 (-3%)
Value$1.8M (-$325.3K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
DECREASED
Shares13,440 from 14,530
Change-1,090 (-7%)
Value$1.9M (-$280.4K)
Filed 2026-10-27
Valley Brook Capital Group, Inc.
DECREASED
Shares13,252 from 13,327
Change-75 (-1%)
Value$1.8M (-$265.6K)
Filed 2026-10-26
Lebenthal Global Advisors, LLC
INCREASED
Shares13,238 from 8,016
Change+5,222 (+65%)
Value$1.8M (+$537.2K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares13,184 from 13,400
Change-216 (-2%)
Value$1.7M (-$285.7K)
Filed 2026-10-23
Fishman JAY A LTD
DECREASED
Shares13,040 from 14,040
Change-1,000 (-7%)
Value$1.7M (-$401.7K)
Filed 2026-10-26
RDA Financial Network
INCREASED
Shares12,949 from 12,242
Change+707 (+6%)
Value$1.7M (-$141.4K)
Filed 2026-10-15
Orrstown Financial Services Inc
INCREASED
Shares12,940 from 12,833
Change+107 (+1%)
Value$1.7M (-$232.1K)
Filed 2026-10-14
Clear Trail Advisors, LLC
DECREASED
Shares12,907 from 27,909
Change-15,002 (-54%)
Value$1.7M (-$2.5M)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
DECREASED
Shares12,685 from 12,937
Change-252 (-2%)
Value$1.7M (-$263.4K)
Filed 2026-10-20
Linden Thomas Advisory Services, LLC
DECREASED
Shares12,620 from 12,704
Change-84 (-1%)
Value$1.7M (-$254.9K)
Filed 2026-10-19
Mainstream Capital Management LLC
INCREASED
Shares12,616 from 12,340
Change+276 (+2%)
Value$1.7M (-$200.3K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
DECREASED
Shares12,578 from 19,688
Change-7,110 (-36%)
Value$1.7M (-$1.3M)
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares12,578 from 12,888
Change-310 (-2%)
Value$1.7M (-$288.3K)
Filed 2026-10-13
Boltwood Capital Management
INCREASED
Shares12,526 from 12,209
Change+317 (+3%)
Value$1.7M (-$192.3K)
Filed 2026-10-02
Jacobi Capital Management LLC
INCREASED
Shares12,470 from 12,335
Change+135 (+1%)
Value$1.7M (-$218.7K)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares12,462 from 14,168
Change-1,706 (-12%)
Value$1.6M (-$497.6K)
Filed 2026-10-27
TigerOak Management, L.L.C.
INCREASED
Shares12,430 from 12,375
Change+55 (+0%)
Value$1.6M (-$230.2K)
Filed 2026-10-23
Trust Asset Management LLC
UNCHANGED
Shares12,409 from 12,409
Change0 (0%)
Value$1.6M (-$238.1K)
Filed 2026-11-03
Tower Trust & Investment Co
INCREASED
Shares12,370 from 12,168
Change+202 (+2%)
Value$1.6M (-$206.8K)
Filed 2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED
Shares12,359 from 13,377
Change-1,018 (-8%)
Value$1.6M (-$391.4K)
Filed 2026-10-09
Private Trust Co NA
DECREASED
Shares12,349 from 13,540
Change-1,191 (-9%)
Value$1.6M (-$417.4K)
Filed 2026-10-20
WT Wealth Management
DECREASED
Shares12,326 from 13,206
Change-880 (-7%)
Value$1.6M (-$369.8K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares12,310 from 14,590
Change-2,280 (-16%)
Value$1.6M (-$581.7K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares12,267 from 10,080
Change+2,187 (+22%)
Value$1.6M (+$95.9K)
Filed 2026-10-15
BayBridge Capital Group, LLC
INCREASED
Shares12,265 from 12,161
Change+104 (+1%)
Value$1.6M (-$219.6K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
DECREASED
Shares12,228 from 12,653
Change-425 (-3%)
Value$1.6M (-$299.0K)
Filed 2026-10-14
Shaker Investments LLC
INCREASED
Shares12,220 from 12,216
Change+4 (+0%)
Value$1.6M (-$233.9K)
Filed 2026-11-05
Obermeyer Wealth Partners
INCREASED
Shares12,189 from 12,119
Change+70 (+1%)
Value$1.6M (-$223.3K)
Filed 2026-10-21
Montecito Bank & Trust
INCREASED
Shares12,140 from 11,790
Change+350 (+3%)
Value$1.6M (-$179.9K)
Filed 2026-10-01
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares12,022 from 11,523
Change+499 (+4%)
Value$1.6M (-$155.1K)
Filed 2026-10-15
Harfst & Associates, Inc.
INCREASED
Shares11,888 from 11,257
Change+631 (+6%)
Value$1.6M (-$132.6K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares11,818 from 14,113
Change-2,295 (-16%)
Value$1.6M (-$574.5K)
Filed 2026-11-04
Principle Wealth Partners LLC
DECREASED
Shares11,663 from 12,087
Change-424 (-4%)
Value$1.5M (-$288.0K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares11,650 from 36,417
Change-24,767 (-68%)
Value$1.5M (-$4.0M)
Filed 2026-10-15
Heck Capital Advisors, LLC
NEW
Shares11,442
Change+11,442
Value$1.5M
Filed 2026-10-14
Chicago Capital, LLC
DECREASED
Shares11,380 from 19,427
Change-8,047 (-41%)
Value$1.5M (-$1.4M)
Filed 2026-10-13
Union Savings Bank
INCREASED
Shares11,355 from 10,882
Change+473 (+4%)
Value$1.5M (-$146.3K)
Filed 2026-10-14
Bigelow Investment Advisors, LLC
INCREASED
Shares11,224 from 10,791
Change+433 (+4%)
Value$1.5M (-$149.8K)
Filed 2026-10-13
Harrell Investment Partners, LLC
DECREASED
Shares11,168 from 11,780
Change-612 (-5%)
Value$1.5M (-$307.2K)
Filed 2026-10-15
Y.D. More Investments Ltd
DECREASED
Shares11,145 from 11,199
Change-54 (0%)
Value$1.5M (-$213.9K)
Filed 2026-11-02
Legacy Wealth Asset Management, LLC
INCREASED
Shares11,102 from 10,038
Change+1,064 (+11%)
Value$1.5M (-$51.9K)
Filed 2026-10-09
Baskin Financial Services Inc.
UNCHANGED
Shares11,080 from 11,080
Change0 (0%)
Value$1.5K (-$213)
Filed 2026-10-19
Monte Financial Group, LLC
DECREASED
Shares11,027 from 11,104
Change-77 (-1%)
Value$1.5M (-$288.1K)
Filed 2026-11-02
Pine Haven Investment Counsel, Inc
INCREASED
Shares10,985 from 10,533
Change+452 (+4%)
Value$1.5M (-$142.3K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares10,776 from 10,883
Change-107 (-1%)
Value$1.4M (-$223.0K)
Filed 2026-11-03
Frank, Rimerman Advisors LLC
DECREASED
Shares10,648 from 14,881
Change-4,233 (-28%)
Value$1.4M (-$845.6K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares10,576
Change+10,576
Value$1.5K
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares10,486 from 12,152
Change-1,666 (-14%)
Value$1.4M (-$453.6K)
Filed 2026-11-05
Impact Capital Partners LLC
DECREASED
Shares10,352 from 10,544
Change-192 (-2%)
Value$1.4M (-$227.7K)
Filed 2026-10-22
Cigna Investments Inc
DECREASED
Shares10,293 from 10,473
Change-180 (-2%)
Value$1.4K (-$1.6M)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares10,202 from 9,599
Change+603 (+6%)
Value$1.3M (-$104.4K)
Filed 2026-10-20
Petros Family Wealth, LLC
INCREASED
Shares10,092 from 8,268
Change+1,824 (+22%)
Value$1.3M (+$82.7K)
Filed 2026-10-28
Ellis Investment Partners, LLC
INCREASED
Shares10,029 from 10,002
Change+27 (+0%)
Value$1.3M (-$188.4K)
Filed 2026-10-21
Fisher Funds Management LTD
NEW
Shares10,000
Change+10,000
Value$1.3M
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares9,970 from 9,353
Change+617 (+7%)
Value$1.3M (-$97.9K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED
Shares9,954 from 8,920
Change+1,034 (+12%)
Value$1.3M (-$34.4K)
Filed 2026-10-30
Louisbourg Investments Inc.
DECREASED
Shares9,948 from 10,839
Change-891 (-8%)
Value$1.3M (-$325.9K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares9,904 from 9,974
Change-70 (-1%)
Value$1.3M (-$200.7K)
Filed 2026-10-20
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares9,873 from 9,868
Change+5 (+0%)
Value$1.3M (-$188.7K)
Filed 2026-10-09
Prosperity Financial Group, Inc.
INCREASED
Shares9,817 from 8,405
Change+1,412 (+17%)
Value$1.3M (+$25.5K)
Filed 2026-10-29
Fragasso Financial Advisors Inc
INCREASED
Shares9,755 from 2,279
Change+7,476 (+328%)
Value$1.4M (+$1.0M)
Filed 2026-10-13
XXI Wealth, LLC
INCREASED
Shares9,749 from 9,725
Change+24 (+0%)
Value$1.3M (-$183.4K)
Filed 2026-10-22
Campbell Newman Asset Management Inc
DECREASED
Shares9,711 from 9,887
Change-176 (-2%)
Value$1.3M (-$213.0K)
Filed 2026-10-22
Kenora Financial, LLC
DECREASED
Shares9,661 from 9,755
Change-94 (-1%)
Value$1.3M (-$199.6K)
Filed 2026-10-20
Excalibur Management Corp
INCREASED
Shares9,661 from 9,622
Change+39 (+0%)
Value$1.3M (-$179.5K)
Filed 2026-11-02
Patten Group, Inc.
INCREASED
Shares9,621 from 9,311
Change+310 (+3%)
Value$1.3M (-$137.7K)
Filed 2026-10-26
Mill Capital Management, LLC
UNCHANGED
Shares9,550 from 9,550
Change0 (0%)
Value$1.3M (-$183.3K)
Filed 2026-10-26
Modera Wealth Management, LLC
INCREASED
Shares9,492 from 8,199
Change+1,293 (+16%)
Value$1.3M (+$13.7K)
Filed 2026-10-28
Indivisible Partners
DECREASED
Shares9,474 from 41,021
Change-31,547 (-77%)
Value$1.3M (-$5.0M)
Filed 2026-10-26
Missouri Trust & Investment Co
DECREASED
Shares9,420 from 9,570
Change-150 (-2%)
Value$1.2M (-$259.4K)
Filed 2026-11-04
Arwa LLC
INCREASED
Shares9,327 from 9,231
Change+96 (+1%)
Value$1.3M (-$109.1K)
Filed 2026-10-21
Third View Private Wealth, LLC
INCREASED
Shares9,288 from 7,206
Change+2,082 (+29%)
Value$1.2M (+$137.2K)
Filed 2026-10-30
Verdence Capital Advisors LLC
DECREASED
Shares9,265 from 9,576
Change-311 (-3%)
Value$1.2M (-$224.9K)
Filed 2026-10-26
Cyr Financial Inc.
INCREASED
Shares9,238 from 7,865
Change+1,373 (+17%)
Value$1.2M (+$30.7K)
Filed 2026-10-16
Oakworth Capital, Inc.
INCREASED
Shares9,173 from 9,132
Change+41 (+0%)
Value$1.2M (-$169.7K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares9,148 from 9,099
Change+49 (+1%)
Value$1.2M (-$168.1K)
Filed 2026-10-27
Challenger Wealth Management
DECREASED
Shares9,134 from 9,179
Change-45 (0%)
Value$1.2M (-$182.0K)
Filed 2026-10-30
Taylor Frigon Capital Management LLC
DECREASED
Shares9,127 from 9,134
Change-7 (0%)
Value$1.2M (-$176.2K)
Filed 2026-10-23
Jackson Square Capital, LLC
DECREASED
Shares9,109 from 57,902
Change-48,793 (-84%)
Value$1.2M (-$7.6M)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED
Shares9,100 from 9,175
Change-75 (-1%)
Value$1.2M (-$186.0K)
Filed 2026-10-21
Manchester Capital Management LLC
DECREASED
Shares9,098 from 10,154
Change-1,056 (-10%)
Value$1.2M (-$334.6K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares9,079 from 7,536
Change+1,543 (+20%)
Value$1.2M (+$59.5K)
Filed 2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares8,997 from 11,229
Change-2,232 (-20%)
Value$1.2M (-$510.8K)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares8,987 from 8,937
Change+50 (+1%)
Value$1.2M (-$164.9K)
Filed 2026-10-16
Hager Investment Management Services, LLC
DECREASED
Shares8,977 from 17,728
Change-8,751 (-49%)
Value$1.2M (-$1.5M)
Filed 2026-11-04
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares8,970 from 147,380
Change-138,410 (-94%)
Value$1.2M (-$21.1M)
Filed 2026-10-29
Woodmont Investment Counsel LLC
INCREASED
Shares8,970 from 8,555
Change+415 (+5%)
Value$1.2M (-$109.3K)
Filed 2026-10-29
Aprio Wealth Management, LLC
DECREASED
Shares8,920 from 9,382
Change-462 (-5%)
Value$1.2M (-$241.2K)
Filed 2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED
Shares8,903 from 8,903
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares8,842 from 8,865
Change-23 (0%)
Value$1.2M (-$173.3K)
Filed 2026-10-30
Copeland Capital Management, LLC
INCREASED
Shares8,827 from 211
Change+8,616 (+4083%)
Value$1.2M (+$1.1M)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares8,806 from 7,876
Change+930 (+12%)
Value$1.2M (+$54.5K)
Filed 2026-10-20
Aspire Private Capital, LLC
INCREASED
Shares8,776 from 7,638
Change+1,138 (+15%)
Value$1.2M (+$4.0K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares8,751 from 8,802
Change-51 (-1%)
Value$1.2M (-$175.6K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares8,733 from 9,241
Change-508 (-5%)
Value$1.2M (-$244.5K)
Filed 2026-10-29
Parkside Financial Bank & Trust
DECREASED
Shares8,727 from 9,331
Change-604 (-6%)
Value$1.2M (-$259.0K)
Filed 2026-10-27
Arcadia Wealth Management, LLC
DECREASED
Shares8,723 from 8,780
Change-57 (-1%)
Value$1.2M (-$176.1K)
Filed 2026-10-22
LEE Danner & Bass Inc
UNCHANGED
Shares8,708 from 8,708
Change0 (0%)
Value$1.2M (-$167.1K)
Filed 2026-10-27
Bank Pictet & Cie (Europe) AG
DECREASED
Shares8,647 from 10,541
Change-1,894 (-18%)
Value$1.1M (-$452.9K)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares8,620 from 8,718
Change-98 (-1%)
Value$1.1M (-$180.3K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares8,513 from 8,819
Change-306 (-3%)
Value$1.1M (-$209.8K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
DECREASED
Shares8,475 from 9,475
Change-1,000 (-11%)
Value$1.1M (-$314.1K)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares8,420 from 4,661
Change+3,759 (+81%)
Value$1.1M (+$407.9K)
Filed 2026-11-05
Alhambra Investment Management LLC
DECREASED
Shares8,392 from 8,434
Change-42 (0%)
Value$1.1M (-$167.4K)
Filed 2026-10-15
Key FInancial Inc
INCREASED
Shares8,376 from 8,106
Change+270 (+3%)
Value$1.1M (-$119.8K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,366 from 9,095
Change-729 (-8%)
Value$1.1M (-$271.0K)
Filed 2026-10-05
Trueblood Wealth Management, LLC
DECREASED
Shares8,364 from 8,514
Change-150 (-2%)
Value$1.1M (-$183.2K)
Filed 2026-10-23
Howard Capital Management, LLC
INCREASED
Shares8,353 from 8,307
Change+46 (+1%)
Value$1.1M (-$153.3K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares8,343 from 5,922
Change+2,421 (+41%)
Value$1.1M (+$207.0K)
Filed 2026-11-03
Acropolis Investment Management, LLC
DECREASED
Shares8,306 from 8,687
Change-381 (-4%)
Value$1.1M (-$217.1K)
Filed 2026-10-08
Sawgrass Asset Management LLC
DECREASED
Shares8,293 from 8,386
Change-93 (-1%)
Value$1.1M (-$173.2K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares8,261 from 8,890
Change-629 (-7%)
Value$1.1M (-$242.0K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares8,220 from 10,071
Change-1,851 (-18%)
Value$1.1M (-$436.7K)
Filed 2026-10-26
Tranquility Partners, LLC
DECREASED
Shares8,215 from 8,547
Change-332 (-4%)
Value$1.1M (-$207.9K)
Filed 2026-10-20
Platform Technology Partners
DECREASED
Shares8,190 from 9,526
Change-1,336 (-14%)
Value$1.1M (-$359.5K)
Filed 2026-11-02
Lecap Asset Management LTD
INCREASED
Shares8,162 from 4,364
Change+3,798 (+87%)
Value$1.1M (+$418.8K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
INCREASED
Shares8,158 from 6,378
Change+1,780 (+28%)
Value$1.1M (+$113.1K)
Filed 2026-11-05
Midland Wealth Advisors, LLC
DECREASED
Shares8,115 from 8,688
Change-573 (-7%)
Value$1.1M (-$242.5K)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares8,109 from 11,023
Change-2,914 (-26%)
Value$1.1M (-$597.1K)
Filed 2026-10-14
General Partner, Inc.
UNCHANGED
Shares8,094 from 8,094
Change0 (0%)
Value$1.1M (-$155.3K)
Filed 2026-10-05
McAdam, LLC
DECREASED
Shares8,083 from 9,081
Change-998 (-11%)
Value$1.1M (-$306.3K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares8,055 from 7,994
Change+61 (+1%)
Value$1.1M (-$66.4K)
Filed 2026-10-13
Legacy Financial Independent Advisors LLC
INCREASED
Shares8,011 from 3,014
Change+4,997 (+166%)
Value$1.1M (+$603.3K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares7,988 from 4,429
Change+3,559 (+80%)
Value$1.1M (+$349.6K)
Filed 2026-10-13
Bennett Selby Investments LP
UNCHANGED
Shares7,988 from 7,988
Change0 (0%)
Value$1.1M (-$153.3K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares7,969 from 7,761
Change+208 (+3%)
Value$1.1M (-$121.5K)
Filed 2026-11-03
Monument Capital Management
INCREASED
Shares7,902 from 7,691
Change+211 (+3%)
Value$1.0M (-$119.7K)
Filed 2026-10-09
Alta Advisers Ltd
INCREASED
Shares7,835 from 4,376
Change+3,459 (+79%)
Value$1.0M (+$373.7K)
Filed 2026-11-02
Linscomb Wealth, Inc.
INCREASED
Shares7,826 from 7,809
Change+17 (+0%)
Value$1.0M (-$147.6K)
Filed 2026-11-05
Evermay Wealth Management LLC
DECREASED
Shares7,803 from 8,105
Change-302 (-4%)
Value$1.0M (-$195.5K)
Filed 2026-11-05
Grove Bank & Trust
DECREASED
Shares7,793 from 7,795
Change-2 (0%)
Value$1.0M (-$149.9K)
Filed 2026-10-08
Pines Wealth Management, LLC
INCREASED
Shares7,780 from 7,672
Change+108 (+1%)
Value$1.0M (-$132.9K)
Filed 2026-10-21
Floyd Financial Group LLC
INCREASED
Shares7,765 from 6,795
Change+970 (+14%)
Value$1.1M (+$77.1K)
Filed 2026-10-28
Stableford Capital II LLC
INCREASED
Shares7,759 from 6,736
Change+1,023 (+15%)
Value$1.0M (+$6.1K)
Filed 2026-10-09
Commons Capital, LLC
INCREASED
Shares7,739 from 7,467
Change+272 (+4%)
Value$1.0M (-$107.2K)
Filed 2026-11-05
Paradigm Asset Management Co LLC
DECREASED
Shares7,700 from 9,410
Change-1,710 (-18%)
Value$1.0M (-$406.8K)
Filed 2026-11-05
Deseret Mutual Benefit Administrators
DECREASED
Shares7,682 from 7,826
Change-144 (-2%)
Value$1.0M (-$169.2K)
Filed 2026-11-04
Triangle Securities Wealth Management
INCREASED
Shares7,647 from 7,392
Change+255 (+3%)
Value$1.0M (-$108.1K)
Filed 2026-10-14
OmniStar Financial Group, Inc.
INCREASED
Shares7,559 from 7,035
Change+524 (+7%)
Value$1.0M (-$65.6K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED
Shares7,556 from 7,560
Change-4 (0%)
Value$999.7K (-$145.6K)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares7,479 from 7,187
Change+292 (+4%)
Value$989.5K (-$99.3K)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares7,468 from 6,924
Change+544 (+8%)
Value$988.1K (-$60.9K)
Filed 2026-10-22
Balefire, LLC
INCREASED
Shares7,456 from 4,344
Change+3,112 (+72%)
Value$986.6K (+$328.4K)
Filed 2026-10-09
Perpetual Ltd
DECREASED
Shares7,447 from 7,709
Change-262 (-3%)
Value$985.3K (-$182.6K)
Filed 2026-10-13
Fiduciary Family Office, LLC
DECREASED
Shares7,443 from 7,705
Change-262 (-3%)
Value$984.7K (-$182.7K)
Filed 2026-11-04
Krilogy Financial LLC
DECREASED
Shares7,422 from 14,481
Change-7,059 (-49%)
Value$1.1M (-$1.1M)
Filed 2026-10-13
Armstrong Henry H Associates Inc
DECREASED
Shares7,382 from 7,682
Change-300 (-4%)
Value$976.7K (-$187.1K)
Filed 2026-10-07
Wright Investors Service Inc
DECREASED
Shares7,268 from 7,445
Change-177 (-2%)
Value$961.6K (-$166.3K)
Filed 2026-11-02
Naples Global Advisors, LLC
INCREASED
Shares7,253 from 7,092
Change+161 (+2%)
Value$959.6K (-$114.8K)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares7,160 from 7,051
Change+109 (+2%)
Value$947.4K (-$120.8K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares7,138 from 6,572
Change+566 (+9%)
Value$944.4K (-$51.3K)
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares7,125 from 11,246
Change-4,121 (-37%)
Value$942.7K (-$761.1K)
Filed 2026-10-23
Sageworth Trust Co
UNCHANGED
Shares7,123 from 7,123
Change0 (0%)
Value$942.4K (-$136.7K)
Filed 2026-10-30
Formidable Asset Management, LLC
DECREASED
Shares7,084 from 7,479
Change-395 (-5%)
Value$1.1M (-$121.1K)
Filed 2026-11-03
Sunpointe, LLC
DECREASED
Shares7,056 from 8,621
Change-1,565 (-18%)
Value$933.5K (-$372.6K)
Filed 2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares6,990 from 7,093
Change-103 (-1%)
Value$924.8K (-$149.7K)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares6,885 from 6,792
Change+93 (+1%)
Value$911 (-$1.0M)
Filed 2026-10-28
Gilliland Jeter Wealth Management LLC
INCREASED
Shares6,859 from 6,849
Change+10 (+0%)
Value$907.5K (-$130.1K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares6,837 from 7,216
Change-379 (-5%)
Value$904.6K (-$188.6K)
Filed 2026-10-21
Lineweaver Wealth Advisors, LLC
NEW
Shares6,832
Change+6,832
Value$903.9K
Filed 2026-10-13
Rudd Co d/b/a Styre Wealth
NEW
Shares6,817
Change+6,817
Value$1.0M
Filed 2026-10-29
HUB Investment Partners, LLC
DECREASED
Shares6,742 from 9,528
Change-2,786 (-29%)
Value$892.0K (-$551.6K)
Filed 2026-11-03
Stillwater Wealth Management Group
DECREASED
Shares6,721 from 24,251
Change-17,530 (-72%)
Value$889.3K (-$2.8M)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares6,714 from 6,875
Change-161 (-2%)
Value$888.3K (-$153.2K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares6,694 from 6,958
Change-264 (-4%)
Value$885.7K (-$168.4K)
Filed 2026-10-22
Realta Investment Advisors
DECREASED
Shares6,644 from 7,122
Change-478 (-7%)
Value$879.1K (-$199.9K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares6,569 from 6,530
Change+39 (+1%)
Value$869.1K (-$120.2K)
Filed 2026-11-05
Chicago Trust Co NA
INCREASED
Shares6,552 from 4,169
Change+2,383 (+57%)
Value$866.9K (+$235.3K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares6,545 from 1,887
Change+4,658 (+247%)
Value$866.0K (+$580.1K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares6,539 from 6,204
Change+335 (+5%)
Value$907.7K (-$48.5K)
Filed 2026-10-08
InTrack Investment Management Inc
INCREASED
Shares6,536 from 5,884
Change+652 (+11%)
Value$864.8K (-$26.7K)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares6,477 from 6,542
Change-65 (-1%)
Value$857.0K (-$134.2K)
Filed 2026-10-23
First Bank & Trust
DECREASED
Shares6,460 from 6,884
Change-424 (-6%)
Value$854.7K (-$188.2K)
Filed 2026-10-19
Lewis Asset Management, LLC
INCREASED
Shares6,414 from 6,156
Change+258 (+4%)
Value$848.7K (-$84.0K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares6,412 from 5,149
Change+1,263 (+25%)
Value$848.4K (+$68.3K)
Filed 2026-10-30
Waycross Partners, LLC
NEW
Shares6,405
Change+6,405
Value$847.4K
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares6,395 from 2,130
Change+4,265 (+200%)
Value$846.1K (+$523.4K)
Filed 2026-10-16
Kornitzer Capital Management Inc
UNCHANGED
Shares6,359 from 6,359
Change0 (0%)
Value$841.4K (-$122.0K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares6,354 from 2,442
Change+3,912 (+160%)
Value$840.7K (+$470.7K)
Filed 2026-10-20
Argus Investors' Counsel, Inc.
DECREASED
Shares6,335 from 6,354
Change-19 (0%)
Value$838.2K (-$124.4K)
Filed 2026-10-09
Sage Private Wealth Group, LLC
INCREASED
Shares6,282 from 6,072
Change+210 (+3%)
Value$831.2K (-$88.7K)
Filed 2026-10-21
Iams Wealth Management, LLC
INCREASED
Shares6,281 from 4,530
Change+1,751 (+39%)
Value$831.1K (+$144.7K)
Filed 2026-10-15
Bluesphere Advisors LLC
UNCHANGED
Shares6,158 from 6,158
Change0 (0%)
Value$814.8K (-$118.2K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares6,114 from 8,249
Change-2,135 (-26%)
Value$808.9K (-$440.9K)
Filed 2026-10-19
Channing Global Advisors, LLC
INCREASED
Shares6,107 from 5,821
Change+286 (+5%)
Value$808.0K (-$73.9K)
Filed 2026-11-03
Advocate Investing Services LLC
DECREASED
Shares6,105 from 6,206
Change-101 (-2%)
Value$807.7K (-$132.5K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares6,047 from 3,553
Change+2,494 (+70%)
Value$800.1K (+$261.8K)
Filed 2026-10-30
Canandaigua National Trust Co of Florida
NEW
Shares6,036
Change+6,036
Value$798.6K
Filed 2026-10-07
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares6,024 from 6,024
Change0 (0%)
Value$797.0K (-$115.6K)
Filed 2026-10-13
Progressive Investment Management Corp
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$790.6K (-$114.7K)
Filed 2026-10-26
KRS Capital Management, LLC
INCREASED
Shares5,969 from 5,940
Change+29 (+0%)
Value$789.8K (-$110.2K)
Filed 2026-10-16
SS&H Financial Advisors, Inc.
UNCHANGED
Shares5,955 from 5,955
Change0 (0%)
Value$788 (-$901.2K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,880 from 5,092
Change+788 (+15%)
Value$777.9K (+$6.4K)
Filed 2026-10-19
Beverly Hills Private Wealth, LLC
INCREASED
Shares5,877 from 5,123
Change+754 (+15%)
Value$777.6K (+$1.4K)
Filed 2026-11-04
Newman Dignan & Sheerar, Inc.
DECREASED
Shares5,855 from 5,880
Change-25 (0%)
Value$774.7K (-$116.1K)
Filed 2026-10-21
Tobam
INCREASED
Shares5,791 from 5,056
Change+735 (+15%)
Value$766 (-$765.2K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares5,790 from 5,818
Change-28 (0%)
Value$766.1K (-$115.4K)
Filed 2026-10-13
Finivi Inc.
INCREASED
Shares5,770 from 5,582
Change+188 (+3%)
Value$763.4K (-$82.2K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$762.8K (-$110.6K)
Filed 2026-10-21
J.Safra Asset Management Corp
INCREASED
Shares5,718 from 5,712
Change+6 (+0%)
Value$756.6K (-$108.8K)
Filed 2026-11-03
First National Bank Sioux Falls
DECREASED
Shares5,699 from 5,895
Change-196 (-3%)
Value$754.0K (-$174.3K)
Filed 2026-10-13
Evansbrook LLC
INCREASED
Shares5,689 from 5,599
Change+90 (+2%)
Value$752.7K (-$95.5K)
Filed 2026-10-16
Primoris Wealth Advisors, LLC
DECREASED
Shares5,684 from 6,483
Change-799 (-12%)
Value$752.1K (-$230.1K)
Filed 2026-10-28
Waldron Private Wealth LLC
DECREASED
Shares5,676 from 7,199
Change-1,523 (-21%)
Value$751.0K (-$339.7K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares5,655 from 5,655
Change0 (0%)
Value$748.2K (-$108.5K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares5,654 from 5,340
Change+314 (+6%)
Value$748.0K (-$61.0K)
Filed 2026-11-04
Meadowbrook Wealth Management, LLC
DECREASED
Shares5,628 from 6,028
Change-400 (-7%)
Value$744.6K (-$167.7K)
Filed 2026-10-08
Golden Reserve Retirement LLC
INCREASED
Shares5,622 from 4,007
Change+1,615 (+40%)
Value$743.8K (+$136.8K)
Filed 2026-11-02
First Nebraska Trust Co
UNCHANGED
Shares5,604 from 5,604
Change0 (0%)
Value$741.5K (-$107.5K)
Filed 2026-10-30
Asset Advisory Group, Inc.
INCREASED
Shares5,586 from 5,581
Change+5 (+0%)
Value$739.0K (-$106.4K)
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares5,508 from 7,084
Change-1,576 (-22%)
Value$728.8K (-$344.4K)
Filed 2026-10-20
Vann Equity Management LLC
DECREASED
Shares5,475 from 5,525
Change-50 (-1%)
Value$724.4K (-$112.6K)
Filed 2026-10-08
Texas Bank & Trust Co
INCREASED
Shares5,474 from 5,471
Change+3 (+0%)
Value$724.3K (-$104.6K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares5,464 from 5,140
Change+324 (+6%)
Value$722.9K (-$55.8K)
Filed 2026-10-09
Berkeley, Inc
DECREASED
Shares5,455 from 6,430
Change-975 (-15%)
Value$721.7K (-$252.3K)
Filed 2026-10-20
Mechanics Bank Trust Department
INCREASED
Shares5,443 from 5,363
Change+80 (+1%)
Value$720.2K (-$92.3K)
Filed 2026-10-13
Legacy Bridge, LLC
UNCHANGED
Shares5,423 from 5,423
Change0 (0%)
Value$717.5K (-$104.1K)
Filed 2026-10-28
Moneco Advisors, LLC
DECREASED
Shares5,422 from 5,858
Change-436 (-7%)
Value$717.4K (-$170.1K)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares5,395 from 3,846
Change+1,549 (+40%)
Value$713.8K (+$108.1K)
Filed 2026-10-26
Occidental Asset Management, LLC
INCREASED
Shares5,366 from 5,178
Change+188 (+4%)
Value$710.0K (-$74.5K)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares5,348 from 5,348
Change0 (0%)
Value$707.6K (-$102.6K)
Filed 2026-10-06
Schuylkill Financial LLC
INCREASED
Shares5,325 from 5,062
Change+263 (+5%)
Value$704.5K (-$62.4K)
Filed 2026-10-21
Childress Capital Advisors, LLC
DECREASED
Shares5,309 from 6,332
Change-1,023 (-16%)
Value$702.5K (-$256.8K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares5,288 from 5,388
Change-100 (-2%)
Value$699.7K (-$116.6K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
DECREASED
Shares5,207 from 5,273
Change-66 (-1%)
Value$688.9K (-$110.0K)
Filed 2026-10-21
Radnor Capital Management, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$688.0K (-$99.8K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares5,162 from 28,223
Change-23,061 (-82%)
Value$682.9K (-$3.6M)
Filed 2026-10-21
W.H. Cornerstone Investments Inc.
DECREASED
Shares5,159 from 5,184
Change-25 (0%)
Value$682.5K (-$102.9K)
Filed 2026-11-03
Nilsine Partners, LLC
DECREASED
Shares5,151 from 6,097
Change-946 (-16%)
Value$681.5K (-$242.2K)
Filed 2026-11-02
Cohen Capital Management, Inc.
UNCHANGED
Shares5,096 from 5,096
Change0 (0%)
Value$674.3K (-$97.8K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares5,075 from 4,796
Change+279 (+6%)
Value$671.5K (-$55.1K)
Filed 2026-10-29
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares5,061 from 5,941
Change-880 (-15%)
Value$669.6K (-$230.4K)
Filed 2026-10-16
Wincap Financial LLC
INCREASED
Shares5,037 from 4,224
Change+813 (+19%)
Value$666.4K (+$26.5K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares5,034
Change+5,034
Value$666.1K
Filed 2026-10-28
Clear Creek Financial Management, LLC
INCREASED
Shares5,018 from 4,879
Change+139 (+3%)
Value$663.9K (-$75.2K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
INCREASED
Shares5,010 from 4,997
Change+13 (+0%)
Value$662.8K (-$94.3K)
Filed 2026-10-14
Argonautica Private Wealth Management, Inc
DECREASED
Shares4,990 from 11,679
Change-6,689 (-57%)
Value$660.2K (-$1.1M)
Filed 2026-11-02
Murphy Pohlad Asset Management LLC
DECREASED
Shares4,988 from 6,988
Change-2,000 (-29%)
Value$660.0K (-$398.7K)
Filed 2026-10-22
Curated Wealth Partners LLC
INCREASED
Shares4,976 from 2,076
Change+2,900 (+140%)
Value$658.4K (+$343.9K)
Filed 2026-10-15
Financial Consulate, Inc
DECREASED
Shares4,968 from 4,985
Change-17 (0%)
Value$657.3K (-$97.9K)
Filed 2026-10-23
Hilltop National Bank
INCREASED
Shares4,951 from 4,853
Change+98 (+2%)
Value$655.1K (-$80.2K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,944 from 4,960
Change-16 (0%)
Value$654.3K (-$97.3K)
Filed 2026-10-14
Horizon Wealth Management, LLC
INCREASED
Shares4,937 from 4,919
Change+18 (+0%)
Value$653.2K (-$92.0K)
Filed 2026-11-02
Guyasuta Investment Advisors Inc
UNCHANGED
Shares4,882 from 4,882
Change0 (0%)
Value$645.9K (-$93.7K)
Filed 2026-10-15
Salem Investment Counselors Inc
INCREASED
Shares4,881 from 4,052
Change+829 (+20%)
Value$645.8K (+$31.9K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares4,880 from 4,028
Change+852 (+21%)
Value$645.6K (+$35.4K)
Filed 2026-10-07
Providence First Trust Co
DECREASED
Shares4,872 from 6,155
Change-1,283 (-21%)
Value$644.6K (-$287.8K)
Filed 2026-11-02
Archford Capital Strategies, LLC
DECREASED
Shares4,838 from 28,436
Change-23,598 (-83%)
Value$640.1K (-$3.7M)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares4,799 from 4,376
Change+423 (+10%)
Value$635.0K (-$28.0K)
Filed 2026-10-26
180 Wealth Advisors, LLC
DECREASED
Shares4,792 from 4,797
Change-5 (0%)
Value$634.0K (-$92.7K)
Filed 2026-11-03
Franklin Street Advisors Inc
DECREASED
Shares4,783 from 196,388
Change-191,605 (-98%)
Value$632.8K (-$29.1M)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares4,779 from 4,779
Change0 (0%)
Value$632 (-$723.4K)
Filed 2026-10-16
Trust Point Inc.
DECREASED
Shares4,765 from 6,270
Change-1,505 (-24%)
Value$630.5K (-$319.5K)
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,763 from 3,422
Change+1,341 (+39%)
Value$630.1K (+$111.8K)
Filed 2026-10-15
Victory Financial Group, LLC
DECREASED
Shares4,671 from 5,284
Change-613 (-12%)
Value$618.0K (-$182.6K)
Filed 2026-10-27
LVW Advisors, LLC
DECREASED
Shares4,655 from 5,041
Change-386 (-8%)
Value$615.9K (-$147.8K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares4,654 from 3,402
Change+1,252 (+37%)
Value$615.8K (+$100.4K)
Filed 2026-10-22
Generate Investment Management Ltd
DECREASED
Shares4,650 from 42,203
Change-37,553 (-89%)
Value$615.2K (-$5.8M)
Filed 2026-10-14
Centerpoint Advisors, LLC
DECREASED
Shares4,616 from 4,790
Change-174 (-4%)
Value$611 (-$725.4K)
Filed 2026-11-05
Buckhead Capital Management LLC
DECREASED
Shares4,616 from 4,646
Change-30 (-1%)
Value$610.7K (-$93.1K)
Filed 2026-11-03
Insight Wealth Strategies, LLC
INCREASED
Shares4,608 from 4,594
Change+14 (+0%)
Value$609.6K (-$85.7K)
Filed 2026-10-09
Souders Financial Advisors
DECREASED
Shares4,607 from 9,520
Change-4,913 (-52%)
Value$609.5K (-$832.8K)
Filed 2026-11-03
Forza Wealth Management, LLC
UNCHANGED
Shares4,605 from 4,605
Change0 (0%)
Value$609.3K (-$88.4K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares4,604 from 5,243
Change-639 (-12%)
Value$651.0K (-$192.0K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares4,564 from 4,689
Change-125 (-3%)
Value$603.8K (-$106.6K)
Filed 2026-10-13
MFA Wealth Advisors, LLC
DECREASED
Shares4,547 from 4,621
Change-74 (-2%)
Value$601.6K (-$98.5K)
Filed 2026-10-07
Ninety One UK Ltd
NEW
Shares4,535
Change+4,535
Value$600.0K
Filed 2026-10-15
Outlook Wealth Advisors, LLC
DECREASED
Shares4,528 from 4,905
Change-377 (-8%)
Value$599.1K (-$144.1K)
Filed 2026-10-28
Columbia Asset Management
DECREASED
Shares4,527 from 4,822
Change-295 (-6%)
Value$599.0K (-$131.6K)
Filed 2026-10-19
Covenant Asset Management, LLC
INCREASED
Shares4,507 from 4,453
Change+54 (+1%)
Value$596.3K (-$78.3K)
Filed 2026-10-14
StrongBox Wealth, LLC
INCREASED
Shares4,506 from 2,977
Change+1,529 (+51%)
Value$596.3K (+$145.3K)
Filed 2026-11-02
Letson Investment Management, Inc.
UNCHANGED
Shares4,489 from 4,489
Change0 (0%)
Value$593.9K (-$86.1K)
Filed 2026-11-05
True North Advisors, LLC
DECREASED
Shares4,483 from 5,389
Change-906 (-17%)
Value$593.1K (-$223.3K)
Filed 2026-10-22
Nautilus Advisors LLC
INCREASED
Shares4,456 from 1,985
Change+2,471 (+124%)
Value$589.6K (+$289.2K)
Filed 2026-10-07
Essex Bank
INCREASED
Shares4,455 from 4,029
Change+426 (+11%)
Value$589.4K (-$21.0K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
INCREASED
Shares4,425 from 4,380
Change+45 (+1%)
Value$585.5K (-$78.1K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares4,412
Change+4,412
Value$583.8K
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares4,385 from 4,860
Change-475 (-10%)
Value$580.1K (-$156.2K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares4,367 from 4,338
Change+29 (+1%)
Value$577.8K (-$79.4K)
Filed 2026-10-27
Goldstein Advisors, LLC
INCREASED
Shares4,354 from 4,119
Change+235 (+6%)
Value$576.1K (-$48.0K)
Filed 2026-10-15
Legacy Advisors, LLC
DECREASED
Shares4,349 from 4,507
Change-158 (-4%)
Value$575.4K (-$107.4K)
Filed 2026-10-19
BankPlus Wealth Management LLC
INCREASED
Shares4,316 from 4,128
Change+188 (+5%)
Value$571.2K (-$54.1K)
Filed 2026-10-13
Hardworking Capital Advisors, LLC
INCREASED
Shares4,314 from 4,052
Change+262 (+6%)
Value$570.8K (-$43.1K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares4,313 from 4,290
Change+23 (+1%)
Value$591.0K (-$58.9K)
Filed 2026-10-21
Silverlake Wealth Management LLC
INCREASED
Shares4,302 from 3,883
Change+419 (+11%)
Value$569.2K (-$19.1K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,294 from 4,180
Change+114 (+3%)
Value$568.1K (-$65.4K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares4,291 from 3,989
Change+302 (+8%)
Value$602.1K (+$1.6K)
Filed 2026-11-03
Abel Hall, LLC
INCREASED
Shares4,273 from 2,897
Change+1,376 (+48%)
Value$565.4K (+$126.5K)
Filed 2026-10-19
Keystone Financial Planning, Inc.
INCREASED
Shares4,268 from 4,253
Change+15 (+0%)
Value$564.7K (-$79.5K)
Filed 2026-10-08
Sutton Place Investors LLC
INCREASED
Shares4,263 from 4,213
Change+50 (+1%)
Value$564.0K (-$74.2K)
Filed 2026-10-20
Verum Partners LLC
INCREASED
Shares4,209 from 4,157
Change+52 (+1%)
Value$556.9K (-$72.9K)
Filed 2026-10-21
Versant Capital Management, Inc
DECREASED
Shares4,205 from 7,571
Change-3,366 (-44%)
Value$556.4K (-$590.6K)
Filed 2026-10-02
Magnus Financial Group LLC
DECREASED
Shares4,205 from 4,336
Change-131 (-3%)
Value$556.3K (-$100.5K)
Filed 2026-10-21
Argos Wealth Advisors, LLC
INCREASED
Shares4,192 from 1,707
Change+2,485 (+146%)
Value$554.6K (+$296.0K)
Filed 2026-11-02
Balentine LLC
DECREASED
Shares4,189 from 4,709
Change-520 (-11%)
Value$554.3K (-$159.1K)
Filed 2026-11-03
Tandem Investment Partners LLC
INCREASED
Shares4,185 from 4,180
Change+5 (+0%)
Value$553.7K (-$79.6K)
Filed 2026-10-16
Resonant Capital Advisors, LLC
DECREASED
Shares4,165 from 5,306
Change-1,141 (-21%)
Value$551.1K (-$252.8K)
Filed 2026-10-15
Prota Financial, LLC
INCREASED
Shares4,114 from 3,942
Change+172 (+4%)
Value$549.6K (-$47.0K)
Filed 2026-10-08
Rare Wolf Capital LLC
INCREASED
Shares4,089 from 3,840
Change+249 (+6%)
Value$541.0K (-$40.7K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares4,064 from 2,004
Change+2,060 (+103%)
Value$537.7K (+$234.1K)
Filed 2026-10-15
Cypress Asset Management Inc
UNCHANGED
Shares4,062 from 4,062
Change0 (0%)
Value$537.4K (-$78.0K)
Filed 2026-10-09
NTV Asset Management LLC
DECREASED
Shares4,023 from 4,324
Change-301 (-7%)
Value$532.3K (-$122.8K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
DECREASED
Shares4,008 from 4,769
Change-761 (-16%)
Value$530.3K (-$192.2K)
Filed 2026-10-15
Olistico Wealth, LLC
UNCHANGED
Shares4,003 from 4,003
Change0 (0%)
Value$529.6K (-$76.8K)
Filed 2026-10-05
Chemung Canal Trust Co
DECREASED
Shares3,956 from 4,915
Change-959 (-20%)
Value$523.4K (-$221.2K)
Filed 2026-11-04
Anchyra Partners LLC
INCREASED
Shares3,929 from 3,702
Change+227 (+6%)
Value$519.8K (-$41.0K)
Filed 2026-10-13
Ejmk Ventures LLC
DECREASED
Shares3,922 from 5,216
Change-1,294 (-25%)
Value$518.9K (-$271.3K)
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares3,918 from 7,113
Change-3,195 (-45%)
Value$518.4K (-$559.2K)
Filed 2026-11-04
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$512.0K (-$74.3K)
Filed 2026-10-20
Coerente Capital Management
UNCHANGED
Shares3,855 from 3,855
Change0 (0%)
Value$510.1K (-$74.0K)
Filed 2026-10-29
Kroeger Financial Partners
UNCHANGED
Shares3,844 from 3,844
Change0 (0%)
Value$508.6K (-$73.8K)
Filed 2026-10-19
Gratus Wealth Advisors, LLC
NEW
Shares3,820
Change+3,820
Value$505.4K
Filed 2026-10-26
Peddock Capital Advisors, LLC
UNCHANGED
Shares3,802 from 3,802
Change0 (0%)
Value$503.0K (-$73.0K)
Filed 2026-10-16
Oslo Pensjonsforsikring AS
INCREASED
Shares3,799 from 3,129
Change+670 (+21%)
Value$502.6K (+$28.6K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
DECREASED
Shares3,788 from 3,942
Change-154 (-4%)
Value$525.6K (-$71.6K)
Filed 2026-10-27
Kestra Investment Management, LLC
DECREASED
Shares3,772 from 4,755
Change-983 (-21%)
Value$499.1K (-$221.3K)
Filed 2026-11-04
Hengehold Capital Management LLC
DECREASED
Shares3,768 from 3,974
Change-206 (-5%)
Value$498.6K (-$103.5K)
Filed 2026-10-16
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares3,758 from 3,758
Change0 (0%)
Value$497.2K (-$72.0K)
Filed 2026-10-20
Paladin Wealth, LLC
INCREASED
Shares3,756 from 3,479
Change+277 (+8%)
Value$496.9K (-$30.1K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares3,749 from 3,697
Change+52 (+1%)
Value$496.0K (-$64.1K)
Filed 2026-10-29
Hurlow Wealth Management Group, Inc.
DECREASED
Shares3,741 from 3,749
Change-8 (0%)
Value$495.0K (-$73.0K)
Filed 2026-10-29
Investment Management Trust, LLC
INCREASED
Shares3,719 from 3,685
Change+34 (+1%)
Value$492.0K (-$66.3K)
Filed 2026-11-05
TFC Financial Management, Inc.
DECREASED
Shares3,709 from 3,899
Change-190 (-5%)
Value$490.8K (-$100.0K)
Filed 2026-10-26
Financial Planning Hawaii, Inc.
DECREASED
Shares3,684 from 3,944
Change-260 (-7%)
Value$487.4K (-$110.1K)
Filed 2026-10-13
Martin Capital Advisors, LLP
INCREASED
Shares3,681 from 3,445
Change+236 (+7%)
Value$487.0K (-$34.9K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares3,662 from 3,832
Change-170 (-4%)
Value$484.5K (-$96.0K)
Filed 2026-11-02
Verus Financial Partners, Inc.
INCREASED
Shares3,647 from 3,626
Change+21 (+1%)
Value$482.5K (-$66.8K)
Filed 2026-10-29
Chartist Inc
DECREASED
Shares3,646 from 3,676
Change-30 (-1%)
Value$482.4K (-$74.5K)
Filed 2026-11-04
Jacobsen Capital Management
DECREASED
Shares3,642 from 3,740
Change-98 (-3%)
Value$481.9K (-$84.7K)
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares3,592 from 3,631
Change-39 (-1%)
Value$475.3K (-$74.8K)
Filed 2026-10-28
First County Bank
DECREASED
Shares3,583 from 3,589
Change-6 (0%)
Value$474.1K (-$69.7K)
Filed 2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED
Shares3,579 from 5,371
Change-1,792 (-33%)
Value$473.5K (-$340.1K)
Filed 2026-10-28
Brucke Financial, Inc.
INCREASED
Shares3,565 from 3,192
Change+373 (+12%)
Value$471.7K (-$11.9K)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares3,557 from 3,154
Change+403 (+13%)
Value$470.6K (-$7.2K)
Filed 2026-10-20
Silphium Asset Management Ltd
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$470.0K (-$68.2K)
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares3,545 from 201
Change+3,344 (+1664%)
Value$469 (+$439)
Filed 2026-10-30
Citizens National Bank Trust Department
DECREASED
Shares3,528 from 3,856
Change-328 (-9%)
Value$466.8K (-$117.4K)
Filed 2026-11-04
SYM Financial Corp
INCREASED
Shares3,512 from 2,870
Change+642 (+22%)
Value$464.7K (+$29.9K)
Filed 2026-10-26
Busey Bank
INCREASED
Shares3,500 from 3,404
Change+96 (+3%)
Value$463.1K (-$52.6K)
Filed 2026-10-26
Ignite Planners, LLC
INCREASED
Shares3,496 from 3,176
Change+320 (+10%)
Value$470.5K (-$11.1K)
Filed 2026-10-14
Peterson Wealth Services
DECREASED
Shares3,483 from 3,504
Change-21 (-1%)
Value$460.9K (-$70.0K)
Filed 2026-10-26
State of Wyoming
DECREASED
Shares3,477 from 4,277
Change-800 (-19%)
Value$460.0K (-$187.9K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares3,470 from 3,483
Change-13 (0%)
Value$459.1K (-$68.5K)
Filed 2026-10-13
Malaga Cove Capital, LLC
NEW
Shares3,468
Change+3,468
Value$458.9K
Filed 2026-10-23
Cromwell Holdings LLC
UNCHANGED
Shares3,463 from 3,463
Change0 (0%)
Value$458.2K (-$66.5K)
Filed 2026-10-28
Hunter Associates Investment Management LLC
DECREASED
Shares3,455 from 3,533
Change-78 (-2%)
Value$457 (-$536.5K)
Filed 2026-10-26
Sky Investment Group LLC
INCREASED
Shares3,446 from 2,101
Change+1,345 (+64%)
Value$455.9K (+$137.6K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
DECREASED
Shares3,438 from 3,618
Change-180 (-5%)
Value$455.0K (-$93.3K)
Filed 2026-10-26
Emergent Wealth Advisors, LLC
INCREASED
Shares3,400 from 1,750
Change+1,650 (+94%)
Value$449.8K (+$75.8K)
Filed 2026-10-09
Cullen Investment Group, Ltd.
DECREASED
Shares3,378 from 3,505
Change-127 (-4%)
Value$479.5K (-$51.5K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,377 from 2,202
Change+1,175 (+53%)
Value$446.8K (+$113.0K)
Filed 2026-10-13
Princeton Capital Management LLC
DECREASED
Shares3,373 from 3,374
Change-1 (0%)
Value$446.3K (-$64.9K)
Filed 2026-10-27
Pinion Investment Advisors, LLC
DECREASED
Shares3,367 from 3,604
Change-237 (-7%)
Value$445.5K (-$100.5K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
DECREASED
Shares3,357 from 22,338
Change-18,981 (-85%)
Value$444.1K (-$2.9M)
Filed 2026-10-19
Balboa Wealth Partners
DECREASED
Shares3,351 from 4,556
Change-1,205 (-26%)
Value$443.4K (-$246.9K)
Filed 2026-10-20
Atwood & Palmer Inc
DECREASED
Shares3,350 from 3,650
Change-300 (-8%)
Value$443.2K (-$109.7K)
Filed 2026-10-08
Dymon Asia Capital (Singapore) Pte. Ltd.
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$443.2K (-$64.3K)
Filed 2026-11-04
Income Insurance Ltd
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$441.5K (-$64.0K)
Filed 2026-10-21
Roman Butler Fullerton & Co
INCREASED
Shares3,336 from 3,329
Change+7 (+0%)
Value$491.6K (-$9.5K)
Filed 2026-10-27
ZWJ Investment Counsel Inc
DECREASED
Shares3,327 from 3,389
Change-62 (-2%)
Value$440.2K (-$73.2K)
Filed 2026-10-15
MCF Advisors LLC
DECREASED
Shares3,295 from 4,329
Change-1,034 (-24%)
Value$435.9K (-$219.9K)
Filed 2026-10-28
First United Bank & Trust
DECREASED
Shares3,291 from 3,326
Change-35 (-1%)
Value$435.4K (-$68.5K)
Filed 2026-10-22
American Capital Advisory, LLC
DECREASED
Shares3,285 from 3,311
Change-26 (-1%)
Value$434.6K (-$67.0K)
Filed 2026-10-28
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,269 from 3,269
Change0 (0%)
Value$432.5K (-$62.7K)
Filed 2026-10-26
Global Financial Private Client, LLC
DECREASED
Shares3,268 from 3,346
Change-78 (-2%)
Value$432.4K (-$74.5K)
Filed 2026-10-15
Syverson Strege & Co
DECREASED
Shares3,261 from 3,380
Change-119 (-4%)
Value$431.5K (-$80.6K)
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares3,256 from 5,480
Change-2,224 (-41%)
Value$430.8K (-$399.5K)
Filed 2026-10-28
Trust Co of the South
DECREASED
Shares3,246 from 3,363
Change-117 (-3%)
Value$429.5K (-$80.0K)
Filed 2026-10-21
Durante & Waters, LLC
INCREASED
Shares3,244 from 3,133
Change+111 (+4%)
Value$429.2K (-$45.4K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares3,223 from 2,731
Change+492 (+18%)
Value$426.4K (+$12.7K)
Filed 2026-11-03
Aviance Capital Partners, LLC
UNCHANGED
Shares3,218 from 3,218
Change0 (0%)
Value$425.8K (-$61.8K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
DECREASED
Shares3,187 from 3,418
Change-231 (-7%)
Value$421.7K (-$96.2K)
Filed 2026-10-22
Symphony Financial, Ltd. Co.
DECREASED
Shares3,184 from 4,242
Change-1,058 (-25%)
Value$422.9K (-$219.0K)
Filed 2026-10-22
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,181 from 3,114
Change+67 (+2%)
Value$420.8K (-$50.9K)
Filed 2026-11-02
Kelly Financial Services LLC
INCREASED
Shares3,180 from 3,078
Change+102 (+3%)
Value$420.7K (-$45.7K)
Filed 2026-10-20
Global Assets Advisory, LLC
DECREASED
Shares3,165 from 3,175
Change-10 (0%)
Value$427.4K (-$53.9K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares3,159 from 3,088
Change+71 (+2%)
Value$418.0K (-$49.9K)
Filed 2026-10-15
Mcdonald Partners LLC
UNCHANGED
Shares3,151 from 3,151
Change0 (0%)
Value$416.9K (-$60.5K)
Filed 2026-11-03
Barry Investment Advisors, LLC
INCREASED
Shares3,124 from 1,628
Change+1,496 (+92%)
Value$413.3K (+$166.7K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
INCREASED
Shares3,106 from 2,942
Change+164 (+6%)
Value$411.0K (-$34.8K)
Filed 2026-10-05
Rosenberg Matthew Hamilton
INCREASED
Shares3,103 from 2,456
Change+647 (+26%)
Value$410.6K (+$38.5K)
Filed 2026-10-05
Facet Wealth, Inc.
DECREASED
Shares3,101 from 4,820
Change-1,719 (-36%)
Value$410.3K (-$319.9K)
Filed 2026-11-04
Milestone Asset Management, LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$410.2K (-$59.5K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
DECREASED
Shares3,097 from 3,197
Change-100 (-3%)
Value$409.8K (-$74.6K)
Filed 2026-10-22
South Shore Capital Advisors
INCREASED
Shares3,092 from 3,091
Change+1 (+0%)
Value$409.1K (-$59.1K)
Filed 2026-10-20
TKG Advisors, LLC
DECREASED
Shares3,079 from 4,407
Change-1,328 (-30%)
Value$407.4K (-$260.3K)
Filed 2026-11-02
Eads & Heald Wealth Management
DECREASED
Shares3,062 from 3,742
Change-680 (-18%)
Value$405.1K (-$161.8K)
Filed 2026-10-29
Blossom Wealth Management
INCREASED
Shares3,062 from 3,000
Change+62 (+2%)
Value$405.1K (-$49.4K)
Filed 2026-11-03
Richardson Financial Services Inc.
DECREASED
Shares3,058 from 5,148
Change-2,090 (-41%)
Value$404.6K (-$375.3K)
Filed 2026-10-30
Asio Capital, LLC
DECREASED
Shares3,055 from 3,120
Change-65 (-2%)
Value$404.2K (-$68.5K)
Filed 2026-10-19
Nova R Wealth, Inc.
DECREASED
Shares3,045 from 3,118
Change-73 (-2%)
Value$402.9K (-$69.5K)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares3,015 from 2,946
Change+69 (+2%)
Value$398.9K (-$47.4K)
Filed 2026-10-26
Curat Global, LLC
DECREASED
Shares3,002 from 3,552
Change-550 (-15%)
Value$397.2K (-$152.4K)
Filed 2026-10-26
Cottage Street Advisors LLC
INCREASED
Shares3,000 from 2,724
Change+276 (+10%)
Value$396.9K (-$15.7K)
Filed 2026-10-19
Novem Group
INCREASED
Shares2,997 from 2,979
Change+18 (+1%)
Value$396.5K (-$54.8K)
Filed 2026-10-19
Bingham Private Wealth, LLC
NEW
Shares2,982
Change+2,982
Value$394.5K
Filed 2026-11-05
WP Advisors, LLC
INCREASED
Shares2,982 from 2,971
Change+11 (+0%)
Value$394.6K (-$55.6K)
Filed 2026-10-22
TriaGen Wealth Management LLC
INCREASED
Shares2,971 from 2,968
Change+3 (+0%)
Value$393.2K (-$56.6K)
Filed 2026-10-14
KG Capital Management
DECREASED
Shares2,956 from 3,606
Change-650 (-18%)
Value$391.1K (-$155.2K)
Filed 2026-10-15
Aviso Wealth Management
INCREASED
Shares2,953 from 2,837
Change+116 (+4%)
Value$390.7K (-$39.1K)
Filed 2026-11-04
Argentarii, LLC
DECREASED
Shares2,951 from 3,055
Change-104 (-3%)
Value$390.4K (-$85.3K)
Filed 2026-10-28
Evanson Financial, LLC
UNCHANGED
Shares2,942 from 2,942
Change0 (0%)
Value$389.3K (-$56.5K)
Filed 2026-10-23
G&S Capital LLC
DECREASED
Shares2,929 from 4,447
Change-1,518 (-34%)
Value$387.5K (-$286.2K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares2,918 from 2,929
Change-11 (0%)
Value$386.1K (-$57.7K)
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares2,916 from 4,042
Change-1,126 (-28%)
Value$385.9K (-$226.4K)
Filed 2026-11-02
Root Financial Partners, LLC
DECREASED
Shares2,906 from 4,876
Change-1,970 (-40%)
Value$384.5K (-$354.2K)
Filed 2026-10-21
Titleist Asset Management, LLC
INCREASED
Shares2,899 from 2,005
Change+894 (+45%)
Value$383.6K (+$79.9K)
Filed 2026-10-08
Total Clarity Wealth Management, Inc.
NEW
Shares2,895
Change+2,895
Value$383.0K
Filed 2026-10-26
Patton Albertson Miller Group, LLC
INCREASED
Shares2,891 from 2,753
Change+138 (+5%)
Value$382.5K (-$34.6K)
Filed 2026-10-26
Arthur M. Cohen & Associates, LLC
INCREASED
Shares2,874 from 2,734
Change+140 (+5%)
Value$380.3K (-$33.9K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
INCREASED
Shares2,871 from 2,863
Change+8 (+0%)
Value$379.9K (-$53.9K)
Filed 2026-10-15
Narus Financial Partners, LLC
DECREASED
Shares2,870 from 2,965
Change-95 (-3%)
Value$379.7K (-$69.5K)
Filed 2026-10-19
M. Kraus & Co
UNCHANGED
Shares2,866 from 2,866
Change0 (0%)
Value$379.2K (-$55.0K)
Filed 2026-10-20
Schear Investment Advisers, LLC
DECREASED
Shares2,865 from 16,589
Change-13,724 (-83%)
Value$379.1K (-$2.1M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,865 from 1,427
Change+1,438 (+101%)
Value$379.1K (+$162.9K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares2,852 from 3,111
Change-259 (-8%)
Value$377.3K (-$94.0K)
Filed 2026-10-13
Michael Brady & Co., LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$377.1K (-$54.7K)
Filed 2026-10-23
Formuepleje A/S
NEW
Shares2,848
Change+2,848
Value$376.8K
Filed 2026-10-15
PFG Advisors
DECREASED
Shares2,848 from 3,010
Change-162 (-5%)
Value$376.8K (-$79.2K)
Filed 2026-10-16
B.A. Schrock Wealth Management, Inc.
NEW
Shares2,847
Change+2,847
Value$380.3K
Filed 2026-10-15
BIP Wealth, LLC
INCREASED
Shares2,844 from 2,748
Change+96 (+3%)
Value$376.3K (-$40.0K)
Filed 2026-10-22
Advisory Advocates, LLC
INCREASED
Shares2,835 from 2,647
Change+188 (+7%)
Value$375.1K (-$26.0K)
Filed 2026-11-05
CWS Financial Advisors, LLC
INCREASED
Shares2,829 from 2,401
Change+428 (+18%)
Value$374.3K (+$10.6K)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares2,822 from 1,538
Change+1,284 (+83%)
Value$391.7K (+$158.7K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,822 from 2,773
Change+49 (+2%)
Value$373.4K (-$46.7K)
Filed 2026-10-29
Flywheel Private Wealth LLC
UNCHANGED
Shares2,818 from 2,818
Change0 (0%)
Value$372.9K (-$54.1K)
Filed 2026-11-02
Forum Financial Management, LP
DECREASED
Shares2,800 from 4,252
Change-1,452 (-34%)
Value$370.5K (-$273.7K)
Filed 2026-10-16
CPC Advisors, LLC
NEW
Shares2,775
Change+2,775
Value$367.2K
Filed 2026-10-21
Accredited Investors Inc.
INCREASED
Shares2,774 from 2,164
Change+610 (+28%)
Value$367.0K (+$39.2K)
Filed 2026-11-03
Family Capital Management, Inc.
INCREASED
Shares2,773 from 2,645
Change+128 (+5%)
Value$366.9K (-$33.8K)
Filed 2026-11-03
Alpha Family Trust
UNCHANGED
Shares2,755 from 2,755
Change0 (0%)
Value$417.4K ($0)
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares2,748 from 2,747
Change+1 (+0%)
Value$363.6K (-$52.6K)
Filed 2026-10-19
Waters Parkerson & Co., LLC
NEW
Shares2,743
Change+2,743
Value$362.9K
Filed 2026-11-04
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares2,722 from 2,736
Change-14 (-1%)
Value$360.1K (-$54.4K)
Filed 2026-10-22
Crew Capital Management, Ltd
INCREASED
Shares2,712 from 2,169
Change+543 (+25%)
Value$358.9K (+$30.3K)
Filed 2026-10-28
Essex LLC
DECREASED
Shares2,711 from 3,115
Change-404 (-13%)
Value$358.8K (-$113.2K)
Filed 2026-10-14
Argent Capital Management LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$357.2K (-$51.8K)
Filed 2026-10-05
Braun-Bostich & Associates Inc.
DECREASED
Shares2,679 from 2,736
Change-57 (-2%)
Value$354.5K (-$60.0K)
Filed 2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares2,671 from 2,435
Change+236 (+10%)
Value$353.4K (-$15.5K)
Filed 2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,662 from 2,732
Change-70 (-3%)
Value$352.2K (-$61.6K)
Filed 2026-10-19
HCR Wealth Advisors
INCREASED
Shares2,655 from 2,541
Change+114 (+4%)
Value$351.3K (-$33.7K)
Filed 2026-10-15
Keudell ison Wealth Management
DECREASED
Shares2,641 from 2,657
Change-16 (-1%)
Value$349.4K (-$53.1K)
Filed 2026-10-16
Arch Global Advisors, LLC
INCREASED
Shares2,633 from 2,556
Change+77 (+3%)
Value$348.4K (-$38.9K)
Filed 2026-10-23
Bullock Wealth Management Group
INCREASED
Shares2,632 from 2,626
Change+6 (+0%)
Value$351.6K (-$45.9K)
Filed 2026-10-09
Enterprise Financial Services Corp
DECREASED
Shares2,624 from 2,824
Change-200 (-7%)
Value$347.2K (-$80.7K)
Filed 2026-11-03
Broadway Wealth Solutions, Inc.
INCREASED
Shares2,621 from 2,471
Change+150 (+6%)
Value$346.8K (-$27.6K)
Filed 2026-10-21
Portside Wealth Group, LLC
DECREASED
Shares2,614 from 3,704
Change-1,090 (-29%)
Value$345.9K (-$215.3K)
Filed 2026-10-20
Vicus Capital
INCREASED
Shares2,614 from 2,420
Change+194 (+8%)
Value$345.8K (-$20.8K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
DECREASED
Shares2,607 from 4,702
Change-2,095 (-45%)
Value$345.0K (-$367.5K)
Filed 2026-10-26
Enclave Advisors LLC
INCREASED
Shares2,607 from 2,493
Change+114 (+5%)
Value$344.9K (-$32.8K)
Filed 2026-10-14
Wealth Architects, LLC
INCREASED
Shares2,605 from 2,004
Change+601 (+30%)
Value$344.7K (+$41.1K)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares2,605 from 2,254
Change+351 (+16%)
Value$344.6K (+$3.1K)
Filed 2026-10-22
Coyle Financial Counsel LLC
DECREASED
Shares2,595 from 2,768
Change-173 (-6%)
Value$343.3K (-$76.0K)
Filed 2026-10-28
Traveka Wealth, LLC
DECREASED
Shares2,583 from 2,656
Change-73 (-3%)
Value$341.8K (-$60.6K)
Filed 2026-10-19
IPG Investment Advisors LLC
DECREASED
Shares2,582 from 11,800
Change-9,218 (-78%)
Value$341.6K (-$1.4M)
Filed 2026-10-30
Five Oceans Advisors
DECREASED
Shares2,568 from 2,727
Change-159 (-6%)
Value$339.8K (-$73.4K)
Filed 2026-10-22
1900 Wealth Management LLC
DECREASED
Shares2,561 from 3,022
Change-461 (-15%)
Value$338.8K (-$118.9K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares2,559 from 2,559
Change0 (0%)
Value$387.8K ($0)
Filed 2026-10-26
Alchemi Wealth, LLC
INCREASED
Shares2,554 from 2,525
Change+29 (+1%)
Value$338.1K (-$44.5K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares2,551 from 2,569
Change-18 (-1%)
Value$337.5K (-$51.7K)
Filed 2026-10-30
United Asset Strategies, Inc.
DECREASED
Shares2,545 from 7,236
Change-4,691 (-65%)
Value$336.8K (-$759.5K)
Filed 2026-10-28
Montis Financial, LLC
INCREASED
Shares2,541 from 2,480
Change+61 (+2%)
Value$336.3K (-$39.5K)
Filed 2026-11-04
Virtue Capital Management, LLC
INCREASED
Shares2,531 from 2,202
Change+329 (+15%)
Value$334.9K (+$1.3K)
Filed 2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,530 from 2,089
Change+441 (+21%)
Value$372.7K (+$58.7K)
Filed 2026-10-21
Mystic Asset Management, Inc.
INCREASED
Shares2,524 from 2,339
Change+185 (+8%)
Value$334.0K (-$20.4K)
Filed 2026-10-15
Meadow Creek Wealth Advisors LLC
INCREASED
Shares2,515 from 2,427
Change+88 (+4%)
Value$332.8K (-$34.9K)
Filed 2026-11-02
Cooke & Bieler LP
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$330.8K (-$48.0K)
Filed 2026-10-21
Hoese & Co LLP
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$330.8K (-$48.0K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares2,499 from 2,516
Change-17 (-1%)
Value$356.9K (-$24.2K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares2,498 from 4,002
Change-1,504 (-38%)
Value$330.5K (-$275.9K)
Filed 2026-10-28
Trilogy Capital Inc.
INCREASED
Shares2,468 from 2,439
Change+29 (+1%)
Value$326.5K (-$43.0K)
Filed 2026-10-20
Reflection Asset Management
DECREASED
Shares2,461 from 2,469
Change-8 (0%)
Value$325.6K (-$48.4K)
Filed 2026-10-28
Charles Schwab Trust Co
UNCHANGED
Shares2,454 from 2,454
Change0 (0%)
Value$324.7K (-$47.1K)
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares2,444 from 3,192
Change-748 (-23%)
Value$323.4K (-$160.2K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
DECREASED
Shares2,442 from 2,458
Change-16 (-1%)
Value$323.1K (-$49.3K)
Filed 2026-11-03
Baron Wealth Management LLC
INCREASED
Shares2,433 from 2,425
Change+8 (+0%)
Value$322.0K (-$45.5K)
Filed 2026-10-27
Advisor Resource Council
INCREASED
Shares2,424 from 2,320
Change+104 (+4%)
Value$325.8K (-$25.2K)
Filed 2026-11-05
Marino, Stram & Associates LLC
INCREASED
Shares2,410 from 2,337
Change+73 (+3%)
Value$318.8K (-$35.4K)
Filed 2026-10-22
FAI Advisors, Inc.
INCREASED
Shares2,389 from 2,322
Change+67 (+3%)
Value$316.1K (-$35.7K)
Filed 2026-10-27
Greenfield Savings Bank
UNCHANGED
Shares2,381 from 2,381
Change0 (0%)
Value$315.0K (-$45.7K)
Filed 2026-10-07
Lee Financial Co
INCREASED
Shares2,378 from 2,285
Change+93 (+4%)
Value$314.7K (-$31.4K)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares2,372 from 2,353
Change+19 (+1%)
Value$313.9K (-$42.6K)
Filed 2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED
Shares2,363 from 2,381
Change-18 (-1%)
Value$312.6K (-$48.1K)
Filed 2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED
Shares2,325 from 2,340
Change-15 (-1%)
Value$312.5K (-$42.0K)
Filed 2026-10-09
Fourpath Capital Management, LLC
DECREASED
Shares2,322 from 13,556
Change-11,234 (-83%)
Value$307.2K (-$1.7M)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares2,312 from 2,114
Change+198 (+9%)
Value$305.9K (-$14.4K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,300 from 1,791
Change+509 (+28%)
Value$304.4K (+$33.0K)
Filed 2026-11-02
Wedge Capital Management L L P
INCREASED
Shares2,295 from 2,075
Change+220 (+11%)
Value$303.7K (-$10.7K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
DECREASED
Shares2,293 from 2,458
Change-165 (-7%)
Value$303.4K (-$69.0K)
Filed 2026-11-04
Foster Group, Inc.
DECREASED
Shares2,287 from 2,405
Change-118 (-5%)
Value$302.6K (-$61.8K)
Filed 2026-10-13
Unique Wealth, LLC
DECREASED
Shares2,269 from 2,677
Change-408 (-15%)
Value$300.2K (-$105.4K)
Filed 2026-10-16
Lmcg Investments, LLC
INCREASED
Shares2,263 from 2,212
Change+51 (+2%)
Value$299.4K (-$35.7K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares2,261 from 2,012
Change+249 (+12%)
Value$299.1K (-$5.7K)
Filed 2026-11-02
Baxter Bros Inc
DECREASED
Shares2,260 from 2,301
Change-41 (-2%)
Value$299.0K (-$49.6K)
Filed 2026-11-04
RKL Wealth Management LLC
DECREASED
Shares2,256 from 2,475
Change-219 (-9%)
Value$298.5K (-$76.5K)
Filed 2026-10-16
Ridgewood Investments LLC
INCREASED
Shares2,255 from 2,253
Change+2 (+0%)
Value$298.4K (-$42.9K)
Filed 2026-10-05
Arsenal Capital Advisors LLC
DECREASED
Shares2,254 from 2,304
Change-50 (-2%)
Value$298.2K (-$50.8K)
Filed 2026-11-02
American National Bank & Trust
DECREASED
Shares2,253 from 2,317
Change-64 (-3%)
Value$298.1K (-$52.9K)
Filed 2026-10-07
Virtue Asset Management LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$297.7K (-$43.2K)
Filed 2026-10-21
Cane Capital Partners, LLC
DECREASED
Shares2,245 from 3,190
Change-945 (-30%)
Value$297.0K (-$186.2K)
Filed 2026-10-23
PUREfi Wealth, LLC
NEW
Shares2,243
Change+2,243
Value$296.8K
Filed 2026-10-19
Revolve Wealth Partners, LLC
DECREASED
Shares2,242 from 3,058
Change-816 (-27%)
Value$296.6K (-$166.6K)
Filed 2026-10-23
MFG Investments, LLC
NEW
Shares2,226
Change+2,226
Value$294.5K
Filed 2026-10-30
Stenger Family Office, LLC
INCREASED
Shares2,226 from 1,947
Change+279 (+14%)
Value$315.0K (+$20.0K)
Filed 2026-10-22
Opal Wealth Advisors, LLC
NEW
Shares2,212
Change+2,212
Value$292.7K
Filed 2026-10-16
Sound Income Strategies, LLC
DECREASED
Shares2,212 from 2,783
Change-571 (-21%)
Value$306.9K (-$114.7K)
Filed 2026-10-09
Howard Financial Services, Ltd.
INCREASED
Shares2,190 from 2,029
Change+161 (+8%)
Value$289.8K (-$17.6K)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,189 from 1,769
Change+420 (+24%)
Value$289.7K (+$21.7K)
Filed 2026-10-29
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$289.5K (-$42.0K)
Filed 2026-10-13
Hamilton Capital, LLC
DECREASED
Shares2,186 from 2,551
Change-365 (-14%)
Value$289.3K (-$97.2K)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
INCREASED
Shares2,185 from 2,181
Change+4 (+0%)
Value$289.1K (-$41.3K)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
INCREASED
Shares2,175 from 2,105
Change+70 (+3%)
Value$287.8K (-$31.1K)
Filed 2026-10-21
Nolet Wealth Management, LLC
INCREASED
Shares2,173 from 2,074
Change+99 (+5%)
Value$287.5K (-$26.7K)
Filed 2026-10-15
Strong Tower Advisory Services
DECREASED
Shares2,167 from 2,810
Change-643 (-23%)
Value$286.7K (-$139.0K)
Filed 2026-10-13
Alpine Bank Wealth Management
INCREASED
Shares2,162 from 1,620
Change+542 (+33%)
Value$286.1K (+$40.6K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
DECREASED
Shares2,162 from 2,191
Change-29 (-1%)
Value$286.1K (-$45.9K)
Filed 2026-10-21
Generali Investments, Management Co LLC
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$285.9K (-$41.5K)
Filed 2026-10-19
Investment House LLC
DECREASED
Shares2,153 from 7,567
Change-5,414 (-72%)
Value$284.9K (-$861.5K)
Filed 2026-10-21
Wealth Effects LLC
DECREASED
Shares2,153 from 2,188
Change-35 (-2%)
Value$284.9K (-$46.5K)
Filed 2026-10-23
Gray Private Wealth, LLC
UNCHANGED
Shares2,146 from 2,146
Change0 (0%)
Value$284.0K (-$41.1K)
Filed 2026-10-28
Burkett Asset Management Ltd
DECREASED
Shares2,135 from 2,510
Change-375 (-15%)
Value$282.5K (-$97.8K)
Filed 2026-10-13
Miramontes Capital, LLC
INCREASED
Shares2,120 from 2,025
Change+95 (+5%)
Value$280.5K (-$26.3K)
Filed 2026-10-19
Integris Wealth Management, LLC
INCREASED
Shares2,115 from 1,917
Change+198 (+10%)
Value$279.8K (-$10.6K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,112 from 3,559
Change-1,447 (-41%)
Value$279.4K (-$259.7K)
Filed 2026-10-14
Millennium Capital Advisors, LLC
INCREASED
Shares2,110 from 2,109
Change+1 (+0%)
Value$279.1K (-$40.5K)
Filed 2026-10-16
Palacios Wealth Management, LLC
DECREASED
Shares2,105 from 2,180
Change-75 (-3%)
Value$278.5K (-$51.8K)
Filed 2026-11-04
TSA Wealth Managment LLC
DECREASED
Shares2,104 from 2,152
Change-48 (-2%)
Value$278.4K (-$47.6K)
Filed 2026-10-22
MBM Wealth Consultants, LLC
DECREASED
Shares2,102 from 2,126
Change-24 (-1%)
Value$278.1K (-$44.0K)
Filed 2026-10-20
Crumly & Associates Inc.
DECREASED
Shares2,098 from 2,124
Change-26 (-1%)
Value$277.6K (-$44.2K)
Filed 2026-10-07
Armbruster Capital Management, Inc.
DECREASED
Shares2,097 from 2,242
Change-145 (-6%)
Value$277.5K (-$62.2K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares2,075 from 2,015
Change+60 (+3%)
Value$274.6K (-$30.7K)
Filed 2026-10-29
Waystone Advisors LLC
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$312.4K ($0)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares2,060
Change+2,060
Value$272.6K
Filed 2026-10-19
Willow Creek Wealth Management Inc.
DECREASED
Shares2,059 from 2,078
Change-19 (-1%)
Value$272.4K (-$42.4K)
Filed 2026-10-26
Antonelli Financial Advisors, LLC
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$272.0K (-$40.0K)
Filed 2026-10-13
Ballast Financial Advisors LLC
INCREASED
Shares2,049 from 2,041
Change+8 (+0%)
Value$271.1K (-$38.2K)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares2,035 from 1,930
Change+105 (+5%)
Value$269.2K (-$23.2K)
Filed 2026-10-22
Henderson Brothers Financial Partners, LLC
DECREASED
Shares2,035 from 2,046
Change-11 (-1%)
Value$269.3K (-$40.7K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED
Shares2,032 from 2,071
Change-39 (-2%)
Value$270 (-$245.8K)
Filed 2026-11-04
S.E.E.D. Planning Group LLC
NEW
Shares2,022
Change+2,022
Value$267.5K
Filed 2026-10-07
Peak Financial Management, Inc.
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$265.4K (-$38.5K)
Filed 2026-10-16
Pictet North America Advisors SA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$264.6K (-$38.4K)
Filed 2026-10-21
Ted Buchan & Co
UNCHANGED
Shares1,994 from 1,994
Change0 (0%)
Value$263.9K (-$38.2K)
Filed 2026-10-23
AlphaCentric Advisors LLC
INCREASED
Shares1,993 from 1,793
Change+200 (+11%)
Value$263.7K (-$7.9K)
Filed 2026-11-03
Integrated Wealth Management
DECREASED
Shares1,992 from 2,034
Change-42 (-2%)
Value$263.6K (-$44.6K)
Filed 2026-10-19
Connecticut Capital Management Group, LLC
DECREASED
Shares1,987 from 2,002
Change-15 (-1%)
Value$262.9K (-$40.4K)
Filed 2026-10-29
LMG Wealth Partners, LLC
INCREASED
Shares1,986 from 1,360
Change+626 (+46%)
Value$262.8K (+$56.7K)
Filed 2026-11-05
St. Louis Trust Co
NEW
Shares1,973
Change+1,973
Value$261.0K
Filed 2026-11-03
Foronjy Financial LLC
INCREASED
Shares1,968 from 1,497
Change+471 (+31%)
Value$260.4K (+$33.7K)
Filed 2026-10-14
Asset Planning,Inc
INCREASED
Shares1,962 from 1,857
Change+105 (+6%)
Value$259.6K (-$21.6K)
Filed 2026-10-26
Woodstock Corp
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$259.3K (-$37.6K)
Filed 2026-10-13
Puff Wealth Management, LLC
INCREASED
Shares1,944 from 1,658
Change+286 (+17%)
Value$257.2K (+$6.1K)
Filed 2026-10-07
Rainier Family Wealth Inc
DECREASED
Shares1,940 from 1,955
Change-15 (-1%)
Value$256.7K (-$39.5K)
Filed 2026-11-02
Regatta Capital Group, LLC
NEW
Shares1,932
Change+1,932
Value$255.7K
Filed 2026-10-23
Stevens Capital Partners
INCREASED
Shares1,930 from 1,688
Change+242 (+14%)
Value$255.3K (-$424)
Filed 2026-10-29
Precedent Wealth Partners, LLC
DECREASED
Shares1,923 from 3,503
Change-1,580 (-45%)
Value$254.4K (-$276.3K)
Filed 2026-10-21
Advisory Resource Group
DECREASED
Shares1,920 from 1,959
Change-39 (-2%)
Value$254.0K (-$42.8K)
Filed 2026-10-26
May Hill Capital, LLC
DECREASED
Shares1,917 from 2,580
Change-663 (-26%)
Value$253.6K (-$137.2K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,910 from 1,399
Change+511 (+37%)
Value$252.7K (+$40.8K)
Filed 2026-10-05
Riversedge Advisors, LLC
DECREASED
Shares1,906 from 4,502
Change-2,596 (-58%)
Value$252.1K (-$430.0K)
Filed 2026-10-09
Smith Thornton Advisors LLC
INCREASED
Shares1,904 from 1,887
Change+17 (+1%)
Value$252.0K (-$32.1K)
Filed 2026-10-16
Weaver Capital Management LLC
DECREASED
Shares1,901 from 1,990
Change-89 (-4%)
Value$251.5K (-$66.3K)
Filed 2026-10-15
DecisionMap Wealth Management, LLC
DECREASED
Shares1,893 from 1,975
Change-82 (-4%)
Value$250.5K (-$48.7K)
Filed 2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED
Shares1,884 from 1,889
Change-5 (0%)
Value$249.3K (-$36.9K)
Filed 2026-10-16
Constitution Capital LLC
DECREASED
Shares1,880 from 1,985
Change-105 (-5%)
Value$248.7K (-$52.0K)
Filed 2026-10-23
Kaufman Rossin Wealth, LLC
NEW
Shares1,879
Change+1,879
Value$248.6K
Filed 2026-10-19
Advisortrust Partners, LLC
INCREASED
Shares1,874 from 1,870
Change+4 (+0%)
Value$247.9K (-$35.4K)
Filed 2026-11-02
Powerhouse Assets LLC
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$247.1K (-$35.8K)
Filed 2026-10-19
Telos Capital Management, Inc.
NEW
Shares1,857
Change+1,857
Value$245.7K
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares1,855 from 16
Change+1,839 (+11494%)
Value$247.8K (+$245.4K)
Filed 2026-10-27
Columbia Bank
DECREASED
Shares1,854 from 2,939
Change-1,085 (-37%)
Value$245.3K (-$200.0K)
Filed 2026-10-29
First City Capital Management, Inc.
INCREASED
Shares1,845 from 1,823
Change+22 (+1%)
Value$244.1K (-$32.1K)
Filed 2026-10-27
BAM Wealth Management, LLC
INCREASED
Shares1,840 from 1,505
Change+335 (+22%)
Value$243.5K (+$15.4K)
Filed 2026-10-15
New Covenant Trust Company, N.A.
INCREASED
Shares1,840 from 1,643
Change+197 (+12%)
Value$243.5K (-$5.5K)
Filed 2026-10-08
Autumn Glory Partners, LLC
INCREASED
Shares1,838 from 1,525
Change+313 (+21%)
Value$243.2K (+$12.1K)
Filed 2026-10-26
PFG Private Wealth Management, LLC
INCREASED
Shares1,830 from 1,343
Change+487 (+36%)
Value$242.2K (+$38.7K)
Filed 2026-10-15
Lord & Richards Wealth Management, LLC
NEW
Shares1,820
Change+1,820
Value$240.8K
Filed 2026-10-14
Momentous Wealth Management, Inc.
DECREASED
Shares1,816 from 1,820
Change-4 (0%)
Value$240.3K (-$35.5K)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
DECREASED
Shares1,813 from 1,841
Change-28 (-2%)
Value$239.9K (-$39.0K)
Filed 2026-10-23
Rayburn West Financial Services LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$238.2K (-$34.5K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$238.2K (-$34.5K)
Filed 2026-10-28
Chapin Davis, Inc.
INCREASED
Shares1,795 from 1,786
Change+9 (+1%)
Value$237.5K (-$33.2K)
Filed 2026-10-09
Kessler Investment Group, LLC
DECREASED
Shares1,789 from 1,803
Change-14 (-1%)
Value$236.7K (-$36.5K)
Filed 2026-10-08
Barings LLC
UNCHANGED
Shares1,788 from 1,788
Change0 (0%)
Value$236.6K (-$34.3K)
Filed 2026-10-22
BNB Wealth Management, LLC
DECREASED
Shares1,785 from 1,951
Change-166 (-9%)
Value$236.2K (-$59.3K)
Filed 2026-10-28
OFS Enterprise LLC
DECREASED
Shares1,774 from 1,788
Change-14 (-1%)
Value$234.7K (-$36.1K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,773 from 2,103
Change-330 (-16%)
Value$234.6K (-$84.0K)
Filed 2026-10-13
China Universal Asset Management Co., Ltd.
DECREASED
Shares1,766 from 4,200
Change-2,434 (-58%)
Value$236.3K (-$400.0K)
Filed 2026-10-28
Seelaus Asset Management LLC
UNCHANGED
Shares1,757 from 1,757
Change0 (0%)
Value$232.5K (-$33.7K)
Filed 2026-10-14
Cookson Peirce & Co Inc
DECREASED
Shares1,740 from 1,972
Change-232 (-12%)
Value$230.2K (-$68.6K)
Filed 2026-10-30
Simon Quick Advisors, LLC
DECREASED
Shares1,734 from 2,603
Change-869 (-33%)
Value$229.4K (-$164.9K)
Filed 2026-10-26
Heritage Family Offices, LLP
DECREASED
Shares1,732 from 2,394
Change-662 (-28%)
Value$229.2K (-$133.5K)
Filed 2026-11-02
Milestone Asset Management Group, LLC
INCREASED
Shares1,725 from 1,621
Change+104 (+6%)
Value$228.2K (-$17.4K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares1,723
Change+1,723
Value$228.0K
Filed 2026-10-21
Strategy Asset Managers LLC
DECREASED
Shares1,722 from 5,521
Change-3,799 (-69%)
Value$227.8K (-$608.6K)
Filed 2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,715 from 1,609
Change+106 (+7%)
Value$226.9K (-$16.9K)
Filed 2026-11-05
Beacon Financial Group
INCREASED
Shares1,714 from 1,678
Change+36 (+2%)
Value$226.8K (-$27.4K)
Filed 2026-10-19
Councilor Wealth, LLC
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$226.5K (-$32.9K)
Filed 2026-10-09
SteelPeak Wealth, LLC
DECREASED
Shares1,711 from 1,913
Change-202 (-11%)
Value$226.4K (-$63.4K)
Filed 2026-10-16
Investment Advisory Services Inc
INCREASED
Shares1,711 from 1,568
Change+143 (+9%)
Value$226.3K (-$11.2K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares1,708 from 3,528
Change-1,820 (-52%)
Value$225.9K (-$308.4K)
Filed 2026-10-27
JGP Wealth Management, LLC
INCREASED
Shares1,701 from 1,694
Change+7 (+0%)
Value$225.1K (-$31.6K)
Filed 2026-10-13
Gilbert Capital Group, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$224.9K (-$32.6K)
Filed 2026-10-28
Chemistry Wealth Management LLC
INCREASED
Shares1,698 from 1,624
Change+74 (+5%)
Value$224.7K (-$21.4K)
Filed 2026-10-16
Elser Financial Planning, Inc
INCREASED
Shares1,695 from 1,676
Change+19 (+1%)
Value$224.3K (-$29.6K)
Filed 2026-10-16
Piedmont Capital Management, LLC
DECREASED
Shares1,694 from 1,802
Change-108 (-6%)
Value$224.1K (-$48.9K)
Filed 2026-10-21
Old Port Advisors
DECREASED
Shares1,687 from 2,032
Change-345 (-17%)
Value$223.2K (-$84.6K)
Filed 2026-10-23
Solstein Capital, LLC
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$223.1K (-$32.4K)
Filed 2026-11-02
West Wealth Group, LLC
INCREASED
Shares1,685 from 1,589
Change+96 (+6%)
Value$222.9K (-$17.9K)
Filed 2026-10-14
Abacus Planning Group, Inc.
INCREASED
Shares1,683 from 1,660
Change+23 (+1%)
Value$222.7K (-$28.8K)
Filed 2026-11-02
AUA Capital Management, LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$222.3K (-$32.2K)
Filed 2026-10-15
Home Federal Bank of Tennessee
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$222.0K (-$32.2K)
Filed 2026-10-15
LVM Capital Management LTD
UNCHANGED
Shares1,677 from 1,677
Change0 (0%)
Value$221.9K (+$221.6K)
Filed 2026-10-20
Woodward Diversified Capital, LLC
INCREASED
Shares1,675 from 1,528
Change+147 (+10%)
Value$221.6K (-$9.9K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
DECREASED
Shares1,675 from 1,782
Change-107 (-6%)
Value$221.6K (-$48.4K)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares1,675 from 1,648
Change+27 (+2%)
Value$221.6K (-$28.0K)
Filed 2026-10-19
Intelligence Driven Advisers, LLC
INCREASED
Shares1,668 from 1,666
Change+2 (+0%)
Value$220.7K (-$31.6K)
Filed 2026-10-09
IVC Wealth Advisors LLC
INCREASED
Shares1,664 from 1,569
Change+95 (+6%)
Value$220.2K (-$17.5K)
Filed 2026-10-23
Beacon Financial Planning, Inc
INCREASED
Shares1,659 from 1,429
Change+230 (+16%)
Value$219.4K (+$3.0K)
Filed 2026-11-04
Dagco, Inc.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$218.3K (-$31.7K)
Filed 2026-10-20
55 North Private Wealth, LLC
DECREASED
Shares1,649 from 2,842
Change-1,193 (-42%)
Value$218.2K (-$212.4K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares1,644 from 2,471
Change-827 (-33%)
Value$217.5K (-$156.9K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,634 from 1,632
Change+2 (+0%)
Value$216.2K (-$31.1K)
Filed 2026-10-08
Sage Mountain Advisors LLC
DECREASED
Shares1,631 from 2,268
Change-637 (-28%)
Value$215.8K (-$127.8K)
Filed 2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
NEW
Shares1,629
Change+1,629
Value$216
Filed 2026-10-26
Gilman Hill Asset Management, LLC
INCREASED
Shares1,627 from 1,343
Change+284 (+21%)
Value$215.3K (+$11.8K)
Filed 2026-10-13
Exchange Bank
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$215.1K (-$31.2K)
Filed 2026-10-07
Financial Insights, Inc.
INCREASED
Shares1,625 from 1,596
Change+29 (+2%)
Value$215.0K (-$26.8K)
Filed 2026-10-27
Aspen Wealth Management LLC
NEW
Shares1,618
Change+1,618
Value$214.1K
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares1,617 from 1,529
Change+88 (+6%)
Value$214.1K (-$17.6K)
Filed 2026-11-03
Vigilare Wealth Management
DECREASED
Shares1,615 from 2,743
Change-1,128 (-41%)
Value$213.7K (-$201.9K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
INCREASED
Shares1,612 from 1,416
Change+196 (+14%)
Value$213.3K (-$1.2K)
Filed 2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares1,611 from 1,727
Change-116 (-7%)
Value$213.2K (-$48.5K)
Filed 2026-11-02
Verus Capital Partners, LLC
INCREASED
Shares1,606 from 1,431
Change+175 (+12%)
Value$212.5K (-$4.3K)
Filed 2026-11-03
Revisor Wealth Management LLC
NEW
Shares1,604
Change+1,604
Value$233.1K
Filed 2026-10-20
Intrua Financial, LLC
INCREASED
Shares1,604 from 1,598
Change+6 (+0%)
Value$212.2K (-$29.8K)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,604 from 1,600
Change+4 (+0%)
Value$236.3K (-$5.1K)
Filed 2026-10-28
Abacus Wealth Partners, LLC
DECREASED
Shares1,601 from 1,990
Change-389 (-20%)
Value$211.8K (-$89.7K)
Filed 2026-11-03
MRA Advisory Group
DECREASED
Shares1,600 from 1,823
Change-223 (-12%)
Value$211.7K (-$64.5K)
Filed 2026-10-07
Endeavor Private Wealth, Inc.
INCREASED
Shares1,597 from 1,451
Change+146 (+10%)
Value$211.3K (-$8.5K)
Filed 2026-11-05
Lantz Financial LLC
DECREASED
Shares1,597 from 1,628
Change-31 (-2%)
Value$211.3K (-$35.3K)
Filed 2026-10-15
AGH Wealth Advisors, LLC
DECREASED
Shares1,588 from 1,856
Change-268 (-14%)
Value$210.1K (-$71.1K)
Filed 2026-10-26
BlueChip Wealth Advisors LLC
NEW
Shares1,587
Change+1,587
Value$210.0K
Filed 2026-11-03
Canvas Wealth Advisors, LLC
DECREASED
Shares1,586 from 1,823
Change-237 (-13%)
Value$224.3K (-$51.9K)
Filed 2026-11-02
Tilia Fiduciary Partners, Inc.
INCREASED
Shares1,583 from 1,416
Change+167 (+12%)
Value$209.5K (-$5.0K)
Filed 2026-10-09
Motive Wealth Advisors
DECREASED
Shares1,576 from 1,652
Change-76 (-5%)
Value$208.5K (-$41.8K)
Filed 2026-10-26
LeConte Wealth Management, LLC
DECREASED
Shares1,572 from 1,816
Change-244 (-13%)
Value$208.0K (-$67.1K)
Filed 2026-10-20
Riverwater Partners LLC
DECREASED
Shares1,566 from 1,886
Change-320 (-17%)
Value$207.2K (-$78.5K)
Filed 2026-11-03
EdgeRock Capital LLC
DECREASED
Shares1,563 from 1,605
Change-42 (-3%)
Value$206.8K (-$36.4K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares1,561 from 1,759
Change-198 (-11%)
Value$206.6K (-$62.9K)
Filed 2026-10-30
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,558 from 1,516
Change+42 (+3%)
Value$206.2K (-$23.5K)
Filed 2026-10-23
Enhancing Capital LLC
NEW
Shares1,536
Change+1,536
Value$203.2K
Filed 2026-10-26
Northwest Wealth Management, LLC
DECREASED
Shares1,536 from 2,038
Change-502 (-25%)
Value$203.2K (-$105.5K)
Filed 2026-10-30
Gerber, LLC
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$203.3K (-$29.4K)
Filed 2026-10-21
Cora Capital Advisors LLC
DECREASED
Shares1,534 from 1,684
Change-150 (-9%)
Value$203.0K (-$52.1K)
Filed 2026-11-02
Tannin Capital LLC
NEW
Shares1,533
Change+1,533
Value$202.8K
Filed 2026-11-05
TCI Wealth Advisors, Inc.
NEW
Shares1,524
Change+1,524
Value$201.6K
Filed 2026-10-30
First Pacific Financial
UNCHANGED
Shares1,523 from 1,523
Change0 (0%)
Value$201.5K (-$29.2K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
DECREASED
Shares1,506 from 1,652
Change-146 (-9%)
Value$199.3K (-$51.0K)
Filed 2026-10-20
Cpwa, LLC
INCREASED
Shares1,460 from 1,438
Change+22 (+2%)
Value$207.2K (-$10.6K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares1,399
Change+1,399
Value$185.1K
Filed 2026-10-27
Stone House Investment Management, LLC
DECREASED
Shares1,392 from 1,396
Change-4 (0%)
Value$184.2K (-$27.3K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares1,385 from 1,705
Change-320 (-19%)
Value$183.2K (-$75.1K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
DECREASED
Shares1,359 from 1,499
Change-140 (-9%)
Value$179.8K (-$47.3K)
Filed 2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$178.5K (-$25.9K)
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares1,330 from 1,329
Change+1 (+0%)
Value$176.0K (-$25.4K)
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares1,275 from 772
Change+503 (+65%)
Value$168.7K (+$51.7K)
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares1,266 from 1,216
Change+50 (+4%)
Value$167.5K (-$16.7K)
Filed 2026-10-27
Gilpin Wealth Management, LLC
INCREASED
Shares1,216 from 1,190
Change+26 (+2%)
Value$160.9K (-$19.4K)
Filed 2026-10-09
Owl Creek Wealth Partners LLC
INCREASED
Shares1,209 from 1,049
Change+160 (+15%)
Value$160.0K (+$1.0K)
Filed 2026-10-20
Peck Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$158.8K (-$23.0K)
Filed 2026-10-29
First Financial Corp
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$156.0K (-$22.6K)
Filed 2026-10-13
Signature Equity Partners, LLC
DECREASED
Shares1,169 from 2,306
Change-1,137 (-49%)
Value$154.7K (-$194.7K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares1,162 from 1,210
Change-48 (-4%)
Value$153.7K (-$29.6K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$153.2K (-$22.2K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,154 from 1,175
Change-21 (-2%)
Value$152.7K (-$25.3K)
Filed 2026-11-04
Bayforest Capital Ltd
NEW
Shares1,142
Change+1,142
Value$151.1K
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares1,121 from 1,177
Change-56 (-5%)
Value$148.3K (-$30.0K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$145.4K (-$20.8K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$165.3K ($0)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
DECREASED
Shares1,086 from 1,727
Change-641 (-37%)
Value$143.7K (-$117.9K)
Filed 2026-11-04
West Branch Capital LLC
INCREASED
Shares1,073 from 73
Change+1,000 (+1370%)
Value$142.0K (+$130.9K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
NEW
Shares1,047
Change+1,047
Value$138.5K
Filed 2026-10-13
Mascoma Wealth Management LLC
DECREASED
Shares1,046 from 1,049
Change-3 (0%)
Value$138.4K (-$20.5K)
Filed 2026-10-23
Bangor Savings Bank
INCREASED
Shares1,028 from 998
Change+30 (+3%)
Value$136.0K (-$15.2K)
Filed 2026-10-06
United Community Bank
INCREASED
Shares1,022 from 1,008
Change+14 (+1%)
Value$135.2K (-$17.5K)
Filed 2026-10-28
Fortitude Family Office, LLC
DECREASED
Shares1,022 from 1,027
Change-5 (0%)
Value$135.2K (-$20.4K)
Filed 2026-10-14
Dorato Capital Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$138.8K (-$12.5K)
Filed 2026-10-08
Cacti Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$133.8K (-$17.7K)
Filed 2026-10-01
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$132 (-$150.9K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
DECREASED
Shares998 from 3,297
Change-2,299 (-70%)
Value$132.0K (-$367.5K)
Filed 2026-10-22
High Point Wealth Management, LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$128.1K (-$18.6K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares916 from 852
Change+64 (+8%)
Value$121.2K (-$7.9K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
DECREASED
Shares908 from 1,074
Change-166 (-15%)
Value$120.1K (-$42.6K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$119 (-$135.9K)
Filed 2026-11-02
Reap Financial Group, LLC
INCREASED
Shares898 from 795
Change+103 (+13%)
Value$118.9K (-$1.6K)
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$126.0K (-$10.0K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares891 from 842
Change+49 (+6%)
Value$117.9K (-$9.7K)
Filed 2026-10-19
Guardian Partners Inc.
INCREASED
Shares864 from 762
Change+102 (+13%)
Value$114.3K (-$1.1K)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$112.5K (-$16.3K)
Filed 2026-10-19
Goodman Advisory Group, LLC
NEW
Shares840
Change+840
Value$111.1K
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$109.3K (-$15.9K)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$106.1K (-$15.4K)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$105.5K (-$15.3K)
Filed 2026-10-01
Creative Financial Designs Inc
DECREASED
Shares766 from 797
Change-31 (-4%)
Value$101.3K (-$19.3K)
Filed 2026-11-04
First Community Trust NA
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$101.1K (-$14.7K)
Filed 2026-10-07
GoalVest Advisory LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$100.7K (-$14.6K)
Filed 2026-10-02
Kelleher Financial Advisors
DECREASED
Shares749 from 3,477
Change-2,728 (-78%)
Value$99.1K (-$427.7K)
Filed 2026-10-30
First Bancorp, Inc
INCREASED
Shares731 from 652
Change+79 (+12%)
Value$96.7K (-$2.1K)
Filed 2026-10-26
Hoey Investments, Inc
DECREASED
Shares717 from 920
Change-203 (-22%)
Value$94.9K (-$44.5K)
Filed 2026-10-29
High Note Wealth, LLC
DECREASED
Shares717 from 743
Change-26 (-3%)
Value$94.9K (-$17.7K)
Filed 2026-10-27
Avion Wealth
DECREASED
Shares711 from 733
Change-22 (-3%)
Value$94 (-$110.9K)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares699 from 878
Change-179 (-20%)
Value$92.5K (-$40.5K)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares683 from 615
Change+68 (+11%)
Value$90.4K (-$2.8K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$90.0K (-$13.0K)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
DECREASED
Shares671 from 739
Change-68 (-9%)
Value$88.8K (-$23.2K)
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares651 from 746
Change-95 (-13%)
Value$86.1K (-$26.9K)
Filed 2026-10-29
Proathlete Wealth Management LLC
INCREASED
Shares648 from 432
Change+216 (+50%)
Value$85.8K (+$20.4K)
Filed 2026-10-15
Nfsg Corp
DECREASED
Shares646 from 9,996
Change-9,350 (-94%)
Value$85.4K (-$1.4M)
Filed 2026-10-15
Miller Global Investments, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$85.5K (-$12.4K)
Filed 2026-10-02
Holos Integrated Wealth LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$93.2K (-$4.3K)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares622
Change+622
Value$82.3K
Filed 2026-10-27
Leonteq Securities AG
DECREASED
Shares621 from 704
Change-83 (-12%)
Value$82.2K (-$24.5K)
Filed 2026-10-29
True Wealth Design, LLC
DECREASED
Shares611 from 1,510
Change-899 (-60%)
Value$80.8K (-$147.9K)
Filed 2026-10-13
Blume Capital Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$79.4K (-$11.5K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares586 from 496
Change+90 (+18%)
Value$77.5K (+$2.4K)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$76.5K (-$11.1K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares574 from 624
Change-50 (-8%)
Value$76.0K (-$18.5K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$75.4K (-$10.9K)
Filed 2026-11-03
Sava Infond d.o.o.
NEW
Shares560
Change+560
Value$74.1K
Filed 2026-10-28
City State Bank
INCREASED
Shares559 from 265
Change+294 (+111%)
Value$74.0K (+$33.8K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares552 from 548
Change+4 (+1%)
Value$73.0K (-$10.0K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares547 from 411
Change+136 (+33%)
Value$72.4K (+$10.1K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
DECREASED
Shares519 from 688
Change-169 (-25%)
Value$69 (-$35)
Filed 2026-10-27
Breakwater Investment Management
DECREASED
Shares513 from 514
Change-1 (0%)
Value$67.9K (-$10.0K)
Filed 2026-10-20
Noble Wealth Management PBC
INCREASED
Shares502 from 501
Change+1 (+0%)
Value$66.5K (-$9.4K)
Filed 2026-10-01
CSU Producer Resources, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$66.2K (-$9.6K)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares495
Change+495
Value$65.5K
Filed 2026-10-27
Elevation Wealth Partners, LLC
DECREASED
Shares493 from 797
Change-304 (-38%)
Value$65.2K (-$55.5K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$64.9K (-$9.4K)
Filed 2026-11-04
Security National Bank
INCREASED
Shares490 from 475
Change+15 (+3%)
Value$64.8K (-$7.1K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
DECREASED
Shares486 from 2,665
Change-2,179 (-82%)
Value$64.4K (-$339.5K)
Filed 2026-11-03
DT Investment Partners, LLC
INCREASED
Shares483 from 296
Change+187 (+63%)
Value$63.9K (+$19.1K)
Filed 2026-10-27
Valued Wealth Advisors LLC
DECREASED
Shares482 from 599
Change-117 (-20%)
Value$63.8K (-$26.9K)
Filed 2026-11-05
NBH Bank
INCREASED
Shares482 from 458
Change+24 (+5%)
Value$63.8K (-$5.6K)
Filed 2026-11-05
RHL Group, LLC
INCREASED
Shares474 from 147
Change+327 (+222%)
Value$62.7K (+$40.3K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares439
Change+439
Value$58.1K
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$57.9K (-$8.4K)
Filed 2026-10-21
Highline Wealth Partners LLC
DECREASED
Shares436 from 468
Change-32 (-7%)
Value$57.6K (-$13.3K)
Filed 2026-10-19
Tradewinds Capital Management, LLC
INCREASED
Shares434 from 399
Change+35 (+9%)
Value$57.5K (-$3.0K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares410 from 568
Change-158 (-28%)
Value$54.3K (-$31.8K)
Filed 2026-11-03
Burkett Financial Services, LLC
NEW
Shares409
Change+409
Value$54.1K
Filed 2026-10-01
Abound Wealth Management
INCREASED
Shares409 from 336
Change+73 (+22%)
Value$54.1K (+$3.2K)
Filed 2026-10-26
Kennebec Savings Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$52.9K (-$7.7K)
Filed 2026-10-22
Gleason Group, Inc.
INCREASED
Shares391 from 390
Change+1 (+0%)
Value$51.7K (-$7.4K)
Filed 2026-10-15
Trust Co
INCREASED
Shares389 from 292
Change+97 (+33%)
Value$51.5K (+$7.2K)
Filed 2026-10-09
Salomon & Ludwin, LLC
DECREASED
Shares385 from 767
Change-382 (-50%)
Value$50.9K (-$65.1K)
Filed 2026-10-29
Essential Partners LLC
DECREASED
Shares382 from 4,435
Change-4,053 (-91%)
Value$50.5K (-$621.4K)
Filed 2026-10-14
Putney Financial Group LLC
NEW
Shares373
Change+373
Value$49.4K
Filed 2026-10-30
Mechanics Financial Corp
INCREASED
Shares371 from 354
Change+17 (+5%)
Value$49.1K (-$4.5K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$46.7K (-$6.8K)
Filed 2026-10-20
Kentucky Trust Co
INCREASED
Shares339 from 162
Change+177 (+109%)
Value$44.9K (+$20.3K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares311
Change+311
Value$41.1K
Filed 2026-10-09
Align Financial, LLC
INCREASED
Shares310 from 296
Change+14 (+5%)
Value$41.0K (-$3.8K)
Filed 2026-10-16
Downshift Financial, LLC
INCREASED
Shares309 from 188
Change+121 (+64%)
Value$40.9K (+$12.4K)
Filed 2026-10-13
Strengthening Families & Communities, LLC
DECREASED
Shares300 from 318
Change-18 (-6%)
Value$39.6K (-$8.5K)
Filed 2026-10-21
Towne Trust Company, N.a
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$39.7K (-$5.8K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
DECREASED
Shares296 from 327
Change-31 (-9%)
Value$39.2K (-$10.4K)
Filed 2026-10-23
Axiom Investment Management LLC
NEW
Shares291
Change+291
Value$38.5K
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$38.4K (-$5.6K)
Filed 2026-10-16
One River Asset Management, LLC
DECREASED
Shares286 from 382
Change-96 (-25%)
Value$37.8K (-$20.0K)
Filed 2026-10-21
GGM Financial LLC
DECREASED
Shares283 from 1,686
Change-1,403 (-83%)
Value$37.5K (-$218.0K)
Filed 2026-11-05
Godsey & Gibb, Inc
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$37.0K (-$5.4K)
Filed 2026-10-14
Manitou Investment Management Ltd.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$36.8K (-$5.3K)
Filed 2026-10-15
Aspect Partners, LLC
DECREASED
Shares277 from 293
Change-16 (-5%)
Value$36.7K (-$7.7K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares271 from 253
Change+18 (+7%)
Value$35.9K (-$2.5K)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$33.1K (-$4.8K)
Filed 2026-11-02
Hughes Financial Services, LLC
INCREASED
Shares235 from 219
Change+16 (+7%)
Value$33.2K (-$43)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$30.8K (-$4.5K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$30.8K (-$4.5K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares232
Change+232
Value$30.8K
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares231 from 263
Change-32 (-12%)
Value$31 (-$40.0K)
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$30.6K (-$4.4K)
Filed 2026-10-21
Steph & Co
INCREASED
Shares230 from 209
Change+21 (+10%)
Value$30.4K (-$1.2K)
Filed 2026-10-07
Torren Management, LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$30.0K (-$4.3K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
DECREASED
Shares226 from 234
Change-8 (-3%)
Value$29.9K (-$5.5K)
Filed 2026-10-13
Financial Perspectives, Inc
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$29.6K (-$4.3K)
Filed 2026-11-03
Joseph Group Capital Management
DECREASED
Shares223 from 510
Change-287 (-56%)
Value$29.5K (-$47.8K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares219
Change+219
Value$29.0K
Filed 2026-10-27
SBK Financial, Inc.
DECREASED
Shares214 from 414
Change-200 (-48%)
Value$28.3K (-$34.4K)
Filed 2026-11-02
FNY Investment Advisers, LLC
NEW
Shares200
Change+200
Value$26
Filed 2026-10-16
Mountain Hill Investment Partners Corp.
NEW
Shares200
Change+200
Value$26.5K
Filed 2026-10-23
Thompson Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$26.5K (-$3.8K)
Filed 2026-10-14
Markowski Investments
INCREASED
Shares195 from 143
Change+52 (+36%)
Value$25.8K (+$4.1K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$24.6K (-$3.6K)
Filed 2026-11-02
Pflug Koory, LLC
DECREASED
Shares174 from 344
Change-170 (-49%)
Value$23.0K (-$29.1K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
DECREASED
Shares170 from 316
Change-146 (-46%)
Value$22.5K (-$25.4K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$21.6K (-$3.1K)
Filed 2026-11-02
McCarley & Cook Financial Planners
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$21.4K (-$3.1K)
Filed 2026-10-21
Entrust Financial LLC
DECREASED
Shares161 from 167
Change-6 (-4%)
Value$21.3K (-$4.0K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares155 from 200
Change-45 (-22%)
Value$20.5K (-$9.8K)
Filed 2026-10-20
Pacific Center for Financial Services
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$20.5K (-$3.0K)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
INCREASED
Shares153 from 130
Change+23 (+18%)
Value$23.9K (-$595)
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares142 from 324
Change-182 (-56%)
Value$18.8K (-$30.3K)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares128 from 76
Change+52 (+68%)
Value$16.9K (+$5.4K)
Filed 2026-11-03
Key Capital Management, Inc
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$16.1K (-$2.3K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
INCREASED
Shares121 from 94
Change+27 (+29%)
Value$16.0K (+$1.8K)
Filed 2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$15.5K (-$2.2K)
Filed 2026-10-21
Clark Wealth Partners
INCREASED
Shares116 from 64
Change+52 (+81%)
Value$15.3K (+$5.7K)
Filed 2026-10-19
Gold Investment Management Ltd.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$15.0K (-$2.2K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$14.6K (-$2.1K)
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares108 from 67
Change+41 (+61%)
Value$14.3K (+$4.1K)
Filed 2026-11-05
Sherman Asset Management, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$14.0K (-$2.0K)
Filed 2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$13.5K (-$2.0K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares100 from 26
Change+74 (+285%)
Value$13.3K (+$9.3K)
Filed 2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$13.1K (-$1.9K)
Filed 2026-10-28
Bare Financial Services, Inc
DECREASED
Shares98 from 213
Change-115 (-54%)
Value$13.0K (-$19.3K)
Filed 2026-11-04
Yankcom Partnership
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$12.3K (-$1.8K)
Filed 2026-10-15
Rakuten Securities, Inc.
DECREASED
Shares90 from 106
Change-16 (-15%)
Value$11.9K (-$4.2K)
Filed 2026-11-02
Hyposwiss Advisors SA
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$11.9K (-$1.7K)
Filed 2026-10-26
USA Financial Formulas
NEW
Shares87
Change+87
Value$11.5K
Filed 2026-10-16
NorthAvenue LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$11.5K (-$1.7K)
Filed 2026-10-29
United Financial Planning Group LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$11.4K (-$1.7K)
Filed 2026-11-04
Friedenthal Financial
INCREASED
Shares82 from 81
Change+1 (+1%)
Value$10.8K (-$1.5K)
Filed 2026-10-27
Southern Michigan Bank & Trust
INCREASED
Shares80 from 67
Change+13 (+19%)
Value$10.6K (+$434)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares77 from 48
Change+29 (+60%)
Value$10.2K (+$2.9K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$11.3K (-$405)
Filed 2026-10-26
Barrett & Company, Inc.
DECREASED
Shares75 from 82
Change-7 (-9%)
Value$9.9K (-$2.5K)
Filed 2026-10-22
Access Investment Management LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$9.7K (-$1.4K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares70 from 560
Change-490 (-87%)
Value$9.3K (-$75.6K)
Filed 2026-10-29
Chapman Financial Group, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$9.3K (-$1.3K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares68 from 89
Change-21 (-24%)
Value$9.0K (-$4.5K)
Filed 2026-10-14
Pacifica Partners Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$9.1K (-$1.4K)
Filed 2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares67 from 45
Change+22 (+49%)
Value$9 (+$2)
Filed 2026-10-14
Carolina Wealth Advisors, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$8.7K (-$1.3K)
Filed 2026-10-23
Activest Wealth Management
DECREASED
Shares58 from 586
Change-528 (-90%)
Value$7.7K (-$81.1K)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares58 from 105
Change-47 (-45%)
Value$7.7K (-$8.2K)
Filed 2026-10-07
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares58 from 73
Change-15 (-21%)
Value$7.7K (-$3.3K)
Filed 2026-10-16
Wolff Wiese Magana LLC
DECREASED
Shares58 from 72
Change-14 (-19%)
Value$7.7K (-$3.2K)
Filed 2026-10-15
Planning Strategies Inc.
DECREASED
Shares52 from 81
Change-29 (-36%)
Value$6.9K (-$5.4K)
Filed 2026-10-02
Retirement Wealth Solutions LLC
INCREASED
Shares52 from 27
Change+25 (+93%)
Value$6.9K (+$2.8K)
Filed 2026-10-07
Davis Capital Management
INCREASED
Shares52 from 30
Change+22 (+73%)
Value$6.9K (+$2.3K)
Filed 2026-10-08
Evolution Wealth Management Inc.
DECREASED
Shares51 from 121
Change-70 (-58%)
Value$6.8K (-$11.6K)
Filed 2026-10-28
KFG LLC
NEW
Shares49
Change+49
Value$6.5K
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
NEW
Shares49
Change+49
Value$6.5K
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$6.1K (-$883)
Filed 2026-10-22
Marquette Asset Management, LLC
DECREASED
Shares45 from 342
Change-297 (-87%)
Value$6.0K (-$45.9K)
Filed 2026-10-09
Redwood Park Advisors LLC
INCREASED
Shares42 from 7
Change+35 (+500%)
Value$5.6K (+$4.5K)
Filed 2026-11-02
IMG Wealth Management, Inc.
DECREASED
Shares36 from 295
Change-259 (-88%)
Value$4.8K (-$39.9K)
Filed 2026-10-27
Quaker Wealth Management, LLC
INCREASED
Shares36 from 33
Change+3 (+9%)
Value$4.8K (-$236)
Filed 2026-10-22
Aventus Investment Advisors, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.1K (-$595)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.0K (-$576)
Filed 2026-11-02
Bernzott Capital Advisors
NEW
Shares28
Change+28
Value$3.7K
Filed 2026-10-29
Decker Retirement Planning Inc.
DECREASED
Shares27 from 40
Change-13 (-32%)
Value$3.6K (-$2.5K)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
NEW
Shares25
Change+25
Value$3.3K
Filed 2026-10-15
Point Nemo Capital, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.0K (-$441)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.0K (-$442)
Filed 2026-10-30
PayPay Securities Corp
INCREASED
Shares20 from 19
Change+1 (+5%)
Value$2.6K (-$233)
Filed 2026-10-27
Country Trust Bank
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.5K (-$365)
Filed 2026-10-30
Maseco LLP
NEW
Shares18
Change+18
Value$2.4K
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.1K (-$307)
Filed 2026-10-23
Wealth Analytics Partners, LLC
NEW
Shares14
Change+14
Value$1.9K
Filed 2026-10-19
Fairway Wealth LLC
DECREASED
Shares13 from 106
Change-93 (-88%)
Value$1.7K (-$14.3K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.7K (-$250)
Filed 2026-10-28
Networth Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.5K (-$206)
Filed 2026-11-03
IFS Advisors, LLC
NEW
Shares10
Change+10
Value$1.3K
Filed 2026-10-14
POM Investment Strategies, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.3K (-$192)
Filed 2026-10-20
CKW Financial Group
DECREASED
Shares8 from 9
Change-1 (-11%)
Value$1 ($0)
Filed 2026-10-29
Phillip James Consulting Co.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.1K (-$154)
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$926 (-$135)
Filed 2026-11-04
Winthrop Capital Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$926 (+$925)
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$723 (-$35)
Filed 2026-10-16
3 Factor Indexing, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$662 (-$96)
Filed 2026-10-15
Hurley Capital, LLC
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$546 (-$229)
Filed 2026-11-05
Monetary Solutions, Ltd
NEW
Shares3
Change+3
Value$397
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$397 (-$58)
Filed 2026-10-15
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$132
Filed 2026-10-16
Arvest Investments, Inc.
NEW
Shares0
Change0
Value$0
Filed 2026-10-21
Payden & Rygel
CLOSED
Shares0 from 135,700
Change-135,700 (-100%)
Value$0 (-$20.6M)
Filed 2026-10-28
Empirical Capital Management, LLC
CLOSED
Shares0 from 77,500
Change-77,500 (-100%)
Value$0 (-$11.7M)
Filed 2026-10-27
Verde Servicos Internacionais S.A.
CLOSED
Shares0 from 53,800
Change-53,800 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-26
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 46,731
Change-46,731 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-14
Greystone Financial Group, LLC
CLOSED
Shares0 from 45,611
Change-45,611 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-26
Vista Investment Partners LLC
CLOSED
Shares0 from 31,869
Change-31,869 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-08
Vista Investment Partners II, LLC
CLOSED
Shares0 from 24,763
Change-24,763 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 19,846
Change-19,846 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-04
Hennessy Advisors Inc
CLOSED
Shares0 from 17,124
Change-17,124 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-28
VCI Wealth Management LLC
CLOSED
Shares0 from 16,359
Change-16,359 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-29
Clarus Wealth Advisors
CLOSED
Shares0 from 11,431
Change-11,431 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Genus Capital Management Inc.
CLOSED
Shares0 from 8,185
Change-8,185 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
Accuvest Global Advisors
CLOSED
Shares0 from 6,495
Change-6,495 (-100%)
Value$0 (-$984.0K)
Filed 2026-11-04
Iron Financial LLC
CLOSED
Shares0 from 6,279
Change-6,279 (-100%)
Value$0 (-$951.3K)
Filed 2026-10-23
Capstone Capital Management Ltd
CLOSED
Shares0 from 5,112
Change-5,112 (-100%)
Value$0 (-$774.5K)
Filed 2026-10-21
Canton Hathaway, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$757.5K)
Filed 2026-10-23
Cynosure Group, LLC
CLOSED
Shares0 from 4,853
Change-4,853 (-100%)
Value$0 (-$735.2K)
Filed 2026-11-03
QTR Family Wealth, LLC
CLOSED
Shares0 from 4,609
Change-4,609 (-100%)
Value$0 (-$698.2K)
Filed 2026-11-02
Insight Wealth Partners, LLC
CLOSED
Shares0 from 4,377
Change-4,377 (-100%)
Value$0 (-$663.1K)
Filed 2026-10-26
World Equity Group, Inc.
CLOSED
Shares0 from 4,130
Change-4,130 (-100%)
Value$0 (-$625.7K)
Filed 2026-10-14
Oak Thistle LLC
CLOSED
Shares0 from 3,942
Change-3,942 (-100%)
Value$0 (-$597.2K)
Filed 2026-10-21
111 Capital
CLOSED
Shares0 from 3,833
Change-3,833 (-100%)
Value$0 (-$580.7K)
Filed 2026-11-03
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 3,815
Change-3,815 (-100%)
Value$0 (-$578.0K)
Filed 2026-10-26
HighRoad Wealth Advisors, LLC
CLOSED
Shares0 from 3,750
Change-3,750 (-100%)
Value$0 (-$568.1K)
Filed 2026-10-14
Capstone Wealth Management, LLC
CLOSED
Shares0 from 3,676
Change-3,676 (-100%)
Value$0 (-$556.9K)
Filed 2026-11-02
Thor Trading Advisors, LLC
CLOSED
Shares0 from 3,248
Change-3,248 (-100%)
Value$0 (-$492.1K)
Filed 2026-11-05
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 3,137
Change-3,137 (-100%)
Value$0 (-$475.3K)
Filed 2026-11-02
Whalen Wealth Management Inc.
CLOSED
Shares0 from 3,011
Change-3,011 (-100%)
Value$0 (-$456.1K)
Filed 2026-10-08
Mainsail Asset Management, LLC
CLOSED
Shares0 from 2,910
Change-2,910 (-100%)
Value$0 (-$449.5K)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 2,895
Change-2,895 (-100%)
Value$0 (-$438.6K)
Filed 2026-10-20
Saxon Interests, Inc.
CLOSED
Shares0 from 2,838
Change-2,838 (-100%)
Value$0 (-$430.0K)
Filed 2026-10-26
Laurion Capital Management LP
CLOSED
Shares0 from 2,694
Change-2,694 (-100%)
Value$0 (-$408.1K)
Filed 2026-10-30
Asset One Wealth Management LLC
CLOSED
Shares0 from 2,675
Change-2,675 (-100%)
Value$0 (-$403.8K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,394
Change-2,394 (-100%)
Value$0 (-$362.7K)
Filed 2026-10-27
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 2,254
Change-2,254 (-100%)
Value$0 (-$341.5K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 2,217
Change-2,217 (-100%)
Value$0 (-$335.9K)
Filed 2026-11-03
MW Advisory, LLC
CLOSED
Shares0 from 2,180
Change-2,180 (-100%)
Value$0 (-$330.3K)
Filed 2026-10-19
Sepio Capital, LP
CLOSED
Shares0 from 2,173
Change-2,173 (-100%)
Value$0 (-$329.2K)
Filed 2026-10-22
Investment Research Partners LLC
CLOSED
Shares0 from 2,164
Change-2,164 (-100%)
Value$0 (-$327.8K)
Filed 2026-10-19
AMG Asset Management Group, Inc.
CLOSED
Shares0 from 2,122
Change-2,122 (-100%)
Value$0 (-$321.5K)
Filed 2026-10-21
Grandview Asset Management LLC
CLOSED
Shares0 from 2,053
Change-2,053 (-100%)
Value$0 (-$311.2K)
Filed 2026-10-19
Avail Investment Partners, LLC
CLOSED
Shares0 from 2,050
Change-2,050 (-100%)
Value$0 (-$310.6K)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
CLOSED
Shares0 from 2,048
Change-2,048 (-100%)
Value$0 (-$310.0K)
Filed 2026-11-05
apricus wealth, LLC
CLOSED
Shares0 from 2,028
Change-2,028 (-100%)
Value$0 (-$307.2K)
Filed 2026-10-26
First Heartland Consultants, Inc.
CLOSED
Shares0 from 2,014
Change-2,014 (-100%)
Value$0 (-$305.1K)
Filed 2026-10-08
FDx Advisors, Inc.
CLOSED
Shares0 from 1,964
Change-1,964 (-100%)
Value$0 (-$298.0K)
Filed 2026-11-05
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,963
Change-1,963 (-100%)
Value$0 (-$297.4K)
Filed 2026-11-03
Private Client Services, LLC
CLOSED
Shares0 from 1,911
Change-1,911 (-100%)
Value$0 (-$289.5K)
Filed 2026-10-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$288.6K)
Filed 2026-11-03
LifeGoal Investments, LLC
CLOSED
Shares0 from 1,797
Change-1,797 (-100%)
Value$0 (-$272.2K)
Filed 2026-10-09
Advisory Solutions Group, LLC
CLOSED
Shares0 from 1,792
Change-1,792 (-100%)
Value$0 (-$271.5K)
Filed 2026-10-14
Manchester Financial Inc
CLOSED
Shares0 from 1,763
Change-1,763 (-100%)
Value$0 (-$267.1K)
Filed 2026-10-15
Symmetry Partners, LLC
CLOSED
Shares0 from 1,749
Change-1,749 (-100%)
Value$0 (-$265.0K)
Filed 2026-10-27
Sterling Investment Counsel, LLC
CLOSED
Shares0 from 1,731
Change-1,731 (-100%)
Value$0 (-$262.3K)
Filed 2026-10-19
Canopy Partners, LLC
CLOSED
Shares0 from 1,728
Change-1,728 (-100%)
Value$0 (-$261.8K)
Filed 2026-10-28
Peoples Bank
CLOSED
Shares0 from 1,706
Change-1,706 (-100%)
Value$0 (-$258.5K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 1,676
Change-1,676 (-100%)
Value$0 (-$251.8K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 1,672
Change-1,672 (-100%)
Value$0 (-$253.3K)
Filed 2026-10-28
Allen Capital Group, LLC
CLOSED
Shares0 from 1,653
Change-1,653 (-100%)
Value$0 (-$250.4K)
Filed 2026-10-27
Wealth Advisory Solutions, LLC
CLOSED
Shares0 from 1,569
Change-1,569 (-100%)
Value$0 (-$237.7K)
Filed 2026-10-20
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED
Shares0 from 1,562
Change-1,562 (-100%)
Value$0 (-$236.6K)
Filed 2026-11-03
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,561
Change-1,561 (-100%)
Value$0 (-$236.5K)
Filed 2026-10-23
Quantum Financial Partners LLC
CLOSED
Shares0 from 1,552
Change-1,552 (-100%)
Value$0 (-$235.1K)
Filed 2026-10-19
AAF Wealth Management, LLC
CLOSED
Shares0 from 1,540
Change-1,540 (-100%)
Value$0 (-$233.3K)
Filed 2026-10-28
Trek Financial, LLC
CLOSED
Shares0 from 1,512
Change-1,512 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-29
Congress Park Capital LLC
CLOSED
Shares0 from 1,510
Change-1,510 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 1,497
Change-1,497 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-21
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-26
Middleton & Co Inc
CLOSED
Shares0 from 1,486
Change-1,486 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-23
Klein Pavlis & Peasley Financial, Inc.
CLOSED
Shares0 from 1,481
Change-1,481 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-13
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 1,465
Change-1,465 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
CLOSED
Shares0 from 1,459
Change-1,459 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-15
Financial Security Advisor, Inc.
CLOSED
Shares0 from 1,459
Change-1,459 (-100%)
Value$0 (-$221.1K)
Filed 2026-11-03
One Day In July LLC
CLOSED
Shares0 from 1,456
Change-1,456 (-100%)
Value$0 (-$220.6K)
Filed 2026-10-30
Hoxton Planning & Management, LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-15
Carret Asset Management, LLC
CLOSED
Shares0 from 1,441
Change-1,441 (-100%)
Value$0 (-$218.3K)
Filed 2026-11-04
Capital Investment Counsel, Inc
CLOSED
Shares0 from 1,438
Change-1,438 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
CLOSED
Shares0 from 1,436
Change-1,436 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-14
Clear Retirement Advice LLC
CLOSED
Shares0 from 1,433
Change-1,433 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-22
JB Capital LLC
CLOSED
Shares0 from 1,427
Change-1,427 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-19
Howard Wealth Management, LLC
CLOSED
Shares0 from 1,419
Change-1,419 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-28
Cooper S Advisors, LLC
CLOSED
Shares0 from 1,417
Change-1,417 (-100%)
Value$0 (-$214.7K)
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 1,417
Change-1,417 (-100%)
Value$0 (-$214.7K)
Filed 2026-11-02
Collar Capital Management, LLC
CLOSED
Shares0 from 1,416
Change-1,416 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-28
Convergence Investment Partners, LLC
CLOSED
Shares0 from 1,413
Change-1,413 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-28
Torrey Growth & Income Advisors
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-04
Warwick Investment Management, Inc.
CLOSED
Shares0 from 1,403
Change-1,403 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-19
Annex Advisory Services, LLC
CLOSED
Shares0 from 1,401
Change-1,401 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-16
D.B. Root & Company, LLC
CLOSED
Shares0 from 1,397
Change-1,397 (-100%)
Value$0 (-$211.6K)
Filed 2026-11-04
Visionary Wealth Advisors
CLOSED
Shares0 from 1,396
Change-1,396 (-100%)
Value$0 (-$211.6K)
Filed 2026-11-04
Berman McAleer LLC
CLOSED
Shares0 from 1,396
Change-1,396 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-16
Garde Capital, Inc.
CLOSED
Shares0 from 1,387
Change-1,387 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-29
Lountzis Asset Management, LLC
CLOSED
Shares0 from 1,386
Change-1,386 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-30
Patrick M Sweeney & Associates, Inc
CLOSED
Shares0 from 1,386
Change-1,386 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-22
Granville Capital, Inc.
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$209.8K)
Filed 2026-11-05
Correct Capital Wealth Management
CLOSED
Shares0 from 1,381
Change-1,381 (-100%)
Value$0 (-$209.2K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
CLOSED
Shares0 from 1,380
Change-1,380 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-13
Schaper Benz & Wise Investment Counsel Inc
CLOSED
Shares0 from 1,375
Change-1,375 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-09
Denver PWM, LLC
CLOSED
Shares0 from 1,374
Change-1,374 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-22
Copper Harbor Investment Advisors, LLC
CLOSED
Shares0 from 1,372
Change-1,372 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-16
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 1,372
Change-1,372 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-14
Compass Ion Advisors, LLC
CLOSED
Shares0 from 1,363
Change-1,363 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-23
O'Brien Greene & Co. Inc
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-05
BCS Wealth Management
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$206.0K)
Filed 2026-11-03
Cannon Advisors, Inc.
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-14
Wiser Wealth Management, Inc
CLOSED
Shares0 from 1,358
Change-1,358 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-14
Shepherd Financial Partners LLC
CLOSED
Shares0 from 1,358
Change-1,358 (-100%)
Value$0 (-$205.7K)
Filed 2026-11-03
HBW Advisory Services LLC
CLOSED
Shares0 from 1,357
Change-1,357 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-15
Greenwood Gearhart LLC
CLOSED
Shares0 from 1,356
Change-1,356 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-02
Douglas Lane & Associates, LLC
CLOSED
Shares0 from 1,345
Change-1,345 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-09
Heritage Investment Group, Inc.
CLOSED
Shares0 from 1,343
Change-1,343 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-03
PFW Advisors LLC
CLOSED
Shares0 from 1,341
Change-1,341 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-07
MontVue Capital Management, Inc.
CLOSED
Shares0 from 1,338
Change-1,338 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-19
Clarity Capital Advisors, LLC
CLOSED
Shares0 from 1,337
Change-1,337 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-27
Smith Shellnut Wilson LLC
CLOSED
Shares0 from 1,328
Change-1,328 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-21
Warren Street Wealth Advisors, LLC
CLOSED
Shares0 from 1,327
Change-1,327 (-100%)
Value$0 (-$201.0K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 828
Change-828 (-100%)
Value$0 (-$128.6K)
Filed 2026-10-16
Obsidian CIO, LLC
CLOSED
Shares0 from 703
Change-703 (-100%)
Value$0 (-$106.5K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$83.0K)
Filed 2026-10-22
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$70.9K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-13
Summit Securities Group LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$40.3K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$40.1K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$37.9K)
Filed 2026-10-29
Wellington Shields & Co., LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$22.7K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-13
Wolverine Asset Management LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-02
Whipplewood Advisors, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-20
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-09
Navigoe, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-29
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$758)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$606)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$750.7K (+$39.7K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 108,844,399
Change-108,844,399 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 72,219,699
Change-72,219,699 (-100%)
Value—
State Street Corp
N/A
Shares— from 49,709,223
Change-49,709,223 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 28,894,377
Change-28,894,377 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 27,031,090
Change-27,031,090 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,442,660
Change-25,442,660 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,178,569
Change-23,178,569 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 20,212,962
Change-20,212,962 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,938,324
Change-16,938,324 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,563,672
Change-14,563,672 (-100%)
Value—
Norges Bank
N/A
Shares— from 14,473,106
Change-14,473,106 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,507,527
Change-13,507,527 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 13,224,155
Change-13,224,155 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,574,742
Change-12,574,742 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 12,560,007
Change-12,560,007 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 12,169,208
Change-12,169,208 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,412,968
Change-11,412,968 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,044,361
Change-11,044,361 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 10,652,693
Change-10,652,693 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 9,476,020
Change-9,476,020 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,247,128
Change-9,247,128 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 8,366,623
Change-8,366,623 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,345,994
Change-8,345,994 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 7,223,350
Change-7,223,350 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,181,619
Change-7,181,619 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 7,150,089
Change-7,150,089 (-100%)
Value—
Amundi
N/A
Shares— from 7,026,149
Change-7,026,149 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,482,697
Change-6,482,697 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 6,275,220
Change-6,275,220 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,161,100
Change-6,161,100 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 5,722,118
Change-5,722,118 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,479,968
Change-5,479,968 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 5,375,987
Change-5,375,987 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,328,735
Change-5,328,735 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 5,302,446
Change-5,302,446 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,990,475
Change-4,990,475 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 4,808,671
Change-4,808,671 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,704,369
Change-4,704,369 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,676,531
Change-4,676,531 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,644,821
Change-4,644,821 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,479,945
Change-4,479,945 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,332,475
Change-4,332,475 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 4,252,665
Change-4,252,665 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,179,892
Change-4,179,892 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 4,040,135
Change-4,040,135 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 4,039,754
Change-4,039,754 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 3,995,146
Change-3,995,146 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,950,845
Change-3,950,845 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,869,155
Change-3,869,155 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,679,188
Change-3,679,188 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,625,720
Change-3,625,720 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,352,195
Change-3,352,195 (-100%)
Value—
Capital International Investors
N/A
Shares— from 3,264,353
Change-3,264,353 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,201,638
Change-3,201,638 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,150,721
Change-3,150,721 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,121,700
Change-3,121,700 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,090,071
Change-3,090,071 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,974,205
Change-2,974,205 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,832,738
Change-2,832,738 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,807,855
Change-2,807,855 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 2,799,971
Change-2,799,971 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,759,008
Change-2,759,008 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,753,717
Change-2,753,717 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,699,779
Change-2,699,779 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,686,071
Change-2,686,071 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,544,960
Change-2,544,960 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,429,911
Change-2,429,911 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,393,437
Change-2,393,437 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,393,392
Change-2,393,392 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,345,134
Change-2,345,134 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 2,272,592
Change-2,272,592 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,253,128
Change-2,253,128 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 2,186,625
Change-2,186,625 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,180,500
Change-2,180,500 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,162,042
Change-2,162,042 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,122,562
Change-2,122,562 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,971,461
Change-1,971,461 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,964,906
Change-1,964,906 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,776,613
Change-1,776,613 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,729,400
Change-1,729,400 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,708,098
Change-1,708,098 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,693,580
Change-1,693,580 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,688,744
Change-1,688,744 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,616,612
Change-1,616,612 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,603,385
Change-1,603,385 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,599,095
Change-1,599,095 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,588,415
Change-1,588,415 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,528,633
Change-1,528,633 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,511,681
Change-1,511,681 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 1,489,604
Change-1,489,604 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,456,090
Change-1,456,090 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,444,728
Change-1,444,728 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,435,127
Change-1,435,127 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,412,662
Change-1,412,662 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,410,014
Change-1,410,014 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,397,478
Change-1,397,478 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,375,797
Change-1,375,797 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 1,371,000
Change-1,371,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,304,631
Change-1,304,631 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,288,989
Change-1,288,989 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,283,048
Change-1,283,048 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,254,502
Change-1,254,502 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,247,736
Change-1,247,736 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,217,439
Change-1,217,439 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,210,777
Change-1,210,777 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,095,384
Change-1,095,384 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,073,713
Change-1,073,713 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,057,151
Change-1,057,151 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,049,815
Change-1,049,815 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,047,163
Change-1,047,163 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,037,947
Change-1,037,947 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 1,037,023
Change-1,037,023 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 1,006,356
Change-1,006,356 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,003,423
Change-1,003,423 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,003,355
Change-1,003,355 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 997,148
Change-997,148 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 988,894
Change-988,894 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 988,135
Change-988,135 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 980,772
Change-980,772 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 953,752
Change-953,752 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 949,206
Change-949,206 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 948,087
Change-948,087 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 935,568
Change-935,568 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 922,248
Change-922,248 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 916,401
Change-916,401 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 912,966
Change-912,966 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 898,390
Change-898,390 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 890,641
Change-890,641 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 876,558
Change-876,558 (-100%)
Value—
Marshfield Associates
N/A
Shares— from 872,770
Change-872,770 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 869,113
Change-869,113 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 860,790
Change-860,790 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 859,917
Change-859,917 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 848,363
Change-848,363 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 799,840
Change-799,840 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 785,085
Change-785,085 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 773,709
Change-773,709 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 763,444
Change-763,444 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 754,783
Change-754,783 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 721,550
Change-721,550 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 695,588
Change-695,588 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 686,583
Change-686,583 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 680,676
Change-680,676 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 671,424
Change-671,424 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 668,484
Change-668,484 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 661,494
Change-661,494 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 656,112
Change-656,112 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 656,007
Change-656,007 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 655,457
Change-655,457 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 638,731
Change-638,731 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 634,348
Change-634,348 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 633,978
Change-633,978 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 629,581
Change-629,581 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 621,328
Change-621,328 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 615,842
Change-615,842 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 597,173
Change-597,173 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 590,972
Change-590,972 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 589,245
Change-589,245 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 588,652
Change-588,652 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 583,115
Change-583,115 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 577,400
Change-577,400 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 568,553
Change-568,553 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 564,688
Change-564,688 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 564,639
Change-564,639 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 551,213
Change-551,213 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 540,360
Change-540,360 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 534,426
Change-534,426 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 523,406
Change-523,406 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 522,243
Change-522,243 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 519,261
Change-519,261 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 516,619
Change-516,619 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 513,166
Change-513,166 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 512,166
Change-512,166 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 503,180
Change-503,180 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 493,660
Change-493,660 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 484,913
Change-484,913 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 481,988
Change-481,988 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 471,312
Change-471,312 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 471,265
Change-471,265 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 452,360
Change-452,360 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 450,930
Change-450,930 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 436,936
Change-436,936 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 433,974
Change-433,974 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 433,015
Change-433,015 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 429,842
Change-429,842 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 428,263
Change-428,263 (-100%)
Value—
&partners
N/A
Shares— from 424,987
Change-424,987 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 422,311
Change-422,311 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 411,294
Change-411,294 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 410,225
Change-410,225 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 409,380
Change-409,380 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 402,430
Change-402,430 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 397,650
Change-397,650 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 396,476
Change-396,476 (-100%)
Value—
Blair William & Co
N/A
Shares— from 394,916
Change-394,916 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 394,300
Change-394,300 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 389,772
Change-389,772 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 388,513
Change-388,513 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 386,897
Change-386,897 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 356,540
Change-356,540 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 355,887
Change-355,887 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 355,297
Change-355,297 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 352,583
Change-352,583 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 349,044
Change-349,044 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 347,978
Change-347,978 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 340,295
Change-340,295 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 332,818
Change-332,818 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 332,418
Change-332,418 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 331,003
Change-331,003 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 329,336
Change-329,336 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 328,656
Change-328,656 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 328,087
Change-328,087 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 323,830
Change-323,830 (-100%)
Value—
Commerce Bank
N/A
Shares— from 323,332
Change-323,332 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 312,553
Change-312,553 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 312,433
Change-312,433 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 309,602
Change-309,602 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 309,496
Change-309,496 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 308,876
Change-308,876 (-100%)
Value—
ING Groep NV
N/A
Shares— from 308,038
Change-308,038 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 307,733
Change-307,733 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 298,148
Change-298,148 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 294,278
Change-294,278 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 280,118
Change-280,118 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 278,308
Change-278,308 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 276,176
Change-276,176 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 272,830
Change-272,830 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 270,200
Change-270,200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 269,269
Change-269,269 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 267,407
Change-267,407 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 264,066
Change-264,066 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 259,928
Change-259,928 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 259,386
Change-259,386 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 258,499
Change-258,499 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 257,649
Change-257,649 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 257,183
Change-257,183 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 256,166
Change-256,166 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 254,488
Change-254,488 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 250,955
Change-250,955 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 247,270
Change-247,270 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 245,638
Change-245,638 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 244,317
Change-244,317 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 243,145
Change-243,145 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 241,412
Change-241,412 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 235,071
Change-235,071 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 227,042
Change-227,042 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 222,406
Change-222,406 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 220,160
Change-220,160 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 219,228
Change-219,228 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 216,945
Change-216,945 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 213,290
Change-213,290 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 202,536
Change-202,536 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 201,705
Change-201,705 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 201,096
Change-201,096 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 199,375
Change-199,375 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 196,620
Change-196,620 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 195,530
Change-195,530 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 192,531
Change-192,531 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 192,172
Change-192,172 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 192,058
Change-192,058 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 189,675
Change-189,675 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 187,502
Change-187,502 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 186,008
Change-186,008 (-100%)
Value—
FIL Ltd
N/A
Shares— from 184,007
Change-184,007 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 178,912
Change-178,912 (-100%)
Value—
Prudential PLC
N/A
Shares— from 178,422
Change-178,422 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 176,608
Change-176,608 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 169,148
Change-169,148 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 167,978
Change-167,978 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 166,913
Change-166,913 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 166,354
Change-166,354 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 166,056
Change-166,056 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 164,935
Change-164,935 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 163,803
Change-163,803 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 160,926
Change-160,926 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 155,537
Change-155,537 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 154,809
Change-154,809 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 153,607
Change-153,607 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 149,534
Change-149,534 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 148,915
Change-148,915 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 148,709
Change-148,709 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 146,999
Change-146,999 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 143,966
Change-143,966 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 143,837
Change-143,837 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 143,188
Change-143,188 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 140,396
Change-140,396 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 139,590
Change-139,590 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 139,009
Change-139,009 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 137,278
Change-137,278 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 135,850
Change-135,850 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 134,416
Change-134,416 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 132,520
Change-132,520 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 131,176
Change-131,176 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 131,083
Change-131,083 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 130,887
Change-130,887 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 129,485
Change-129,485 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 128,983
Change-128,983 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 127,894
Change-127,894 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 127,653
Change-127,653 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 126,081
Change-126,081 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 124,700
Change-124,700 (-100%)
Value—
EFG International AG
N/A
Shares— from 124,611
Change-124,611 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 124,594
Change-124,594 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 122,444
Change-122,444 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 122,189
Change-122,189 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 120,670
Change-120,670 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 120,596
Change-120,596 (-100%)
Value—
Allstate Corp
N/A
Shares— from 119,104
Change-119,104 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 117,855
Change-117,855 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 115,273
Change-115,273 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 113,160
Change-113,160 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 112,243
Change-112,243 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 111,166
Change-111,166 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 110,396
Change-110,396 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 108,939
Change-108,939 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 108,122
Change-108,122 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 107,423
Change-107,423 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 107,009
Change-107,009 (-100%)
Value—
Natixis
N/A
Shares— from 104,750
Change-104,750 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 104,668
Change-104,668 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 104,201
Change-104,201 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 103,927
Change-103,927 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 99,300
Change-99,300 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 98,730
Change-98,730 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 98,562
Change-98,562 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 98,215
Change-98,215 (-100%)
Value—
Motco
N/A
Shares— from 97,155
Change-97,155 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 96,898
Change-96,898 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 93,830
Change-93,830 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 93,007
Change-93,007 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 92,752
Change-92,752 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 92,252
Change-92,252 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 90,620
Change-90,620 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 90,578
Change-90,578 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 88,399
Change-88,399 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 88,254
Change-88,254 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 88,128
Change-88,128 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 86,573
Change-86,573 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 86,256
Change-86,256 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 86,113
Change-86,113 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 85,961
Change-85,961 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 85,513
Change-85,513 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 85,162
Change-85,162 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Mirova
N/A
Shares— from 84,803
Change-84,803 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 84,389
Change-84,389 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 84,336
Change-84,336 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 83,533
Change-83,533 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 83,497
Change-83,497 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 82,888
Change-82,888 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 82,164
Change-82,164 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 81,557
Change-81,557 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 81,385
Change-81,385 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 80,437
Change-80,437 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 79,142
Change-79,142 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 78,617
Change-78,617 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 78,068
Change-78,068 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 77,901
Change-77,901 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 77,825
Change-77,825 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 77,779
Change-77,779 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 77,477
Change-77,477 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 77,250
Change-77,250 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 76,450
Change-76,450 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 75,326
Change-75,326 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 73,881
Change-73,881 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 73,867
Change-73,867 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 73,557
Change-73,557 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 72,709
Change-72,709 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 72,245
Change-72,245 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 71,396
Change-71,396 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 70,913
Change-70,913 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 70,614
Change-70,614 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 70,476
Change-70,476 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 70,440
Change-70,440 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 70,371
Change-70,371 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 69,625
Change-69,625 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 69,196
Change-69,196 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 68,061
Change-68,061 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 67,537
Change-67,537 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 67,497
Change-67,497 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 67,468
Change-67,468 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 67,457
Change-67,457 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 67,072
Change-67,072 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 66,948
Change-66,948 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 66,140
Change-66,140 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 66,070
Change-66,070 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 65,791
Change-65,791 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 65,783
Change-65,783 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 64,888
Change-64,888 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 64,828
Change-64,828 (-100%)
Value—
Bayberry Capital Partners LP
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 63,282
Change-63,282 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 63,155
Change-63,155 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 63,106
Change-63,106 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 62,277
Change-62,277 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 62,265
Change-62,265 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 60,918
Change-60,918 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 60,508
Change-60,508 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 60,411
Change-60,411 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 59,513
Change-59,513 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 59,367
Change-59,367 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 58,683
Change-58,683 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 58,058
Change-58,058 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 57,818
Change-57,818 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 57,765
Change-57,765 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 57,603
Change-57,603 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 56,609
Change-56,609 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 56,339
Change-56,339 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 56,160
Change-56,160 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 54,790
Change-54,790 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 54,352
Change-54,352 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 54,350
Change-54,350 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 53,798
Change-53,798 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 52,573
Change-52,573 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 52,365
Change-52,365 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 50,116
Change-50,116 (-100%)
Value—
Dnca Finance
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 49,706
Change-49,706 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 49,423
Change-49,423 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 49,320
Change-49,320 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 49,317
Change-49,317 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 49,180
Change-49,180 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 48,645
Change-48,645 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 48,579
Change-48,579 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 48,132
Change-48,132 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 47,872
Change-47,872 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 46,587
Change-46,587 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 46,481
Change-46,481 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 46,064
Change-46,064 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 45,527
Change-45,527 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 45,526
Change-45,526 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 45,441
Change-45,441 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 45,207
Change-45,207 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 43,701
Change-43,701 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 43,292
Change-43,292 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 43,282
Change-43,282 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 43,146
Change-43,146 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 42,987
Change-42,987 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 42,952
Change-42,952 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 42,885
Change-42,885 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 42,666
Change-42,666 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 42,350
Change-42,350 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 42,292
Change-42,292 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 41,892
Change-41,892 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 41,744
Change-41,744 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 41,374
Change-41,374 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 41,082
Change-41,082 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 40,946
Change-40,946 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 40,926
Change-40,926 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 40,818
Change-40,818 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 40,158
Change-40,158 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 40,009
Change-40,009 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 40,009
Change-40,009 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 39,962
Change-39,962 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 39,958
Change-39,958 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 39,433
Change-39,433 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 39,220
Change-39,220 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 38,947
Change-38,947 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 38,792
Change-38,792 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 38,614
Change-38,614 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 38,589
Change-38,589 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 38,512
Change-38,512 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 38,419
Change-38,419 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 38,338
Change-38,338 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 38,313
Change-38,313 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,199
Change-38,199 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 38,143
Change-38,143 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 38,012
Change-38,012 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 37,960
Change-37,960 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 37,925
Change-37,925 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 37,918
Change-37,918 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 37,781
Change-37,781 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 37,717
Change-37,717 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 37,040
Change-37,040 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 36,395
Change-36,395 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 36,029
Change-36,029 (-100%)
Value—
American Trust
N/A
Shares— from 35,791
Change-35,791 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 35,599
Change-35,599 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 35,454
Change-35,454 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 35,441
Change-35,441 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 35,412
Change-35,412 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 35,346
Change-35,346 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 35,323
Change-35,323 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 35,063
Change-35,063 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 35,052
Change-35,052 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 34,747
Change-34,747 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 34,298
Change-34,298 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 34,071
Change-34,071 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 34,049
Change-34,049 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 33,862
Change-33,862 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 33,786
Change-33,786 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 33,450
Change-33,450 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 33,435
Change-33,435 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 33,306
Change-33,306 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 33,258
Change-33,258 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 33,154
Change-33,154 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 32,921
Change-32,921 (-100%)
Value—
Stephens Inc
N/A
Shares— from 32,266
Change-32,266 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 31,947
Change-31,947 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 31,865
Change-31,865 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 31,845
Change-31,845 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 31,811
Change-31,811 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 31,650
Change-31,650 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 31,373
Change-31,373 (-100%)
Value—
Bank OZK
N/A
Shares— from 31,339
Change-31,339 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 31,012
Change-31,012 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 30,895
Change-30,895 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 30,868
Change-30,868 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 30,774
Change-30,774 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 30,189
Change-30,189 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 30,041
Change-30,041 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 29,837
Change-29,837 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 29,771
Change-29,771 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 29,589
Change-29,589 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 29,385
Change-29,385 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,306
Change-29,306 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 29,304
Change-29,304 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 29,099
Change-29,099 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 28,824
Change-28,824 (-100%)
Value—
Boston Partners
N/A
Shares— from 28,657
Change-28,657 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 28,638
Change-28,638 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 28,049
Change-28,049 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 27,603
Change-27,603 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 27,258
Change-27,258 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 27,048
Change-27,048 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 26,876
Change-26,876 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 26,587
Change-26,587 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 26,566
Change-26,566 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 26,333
Change-26,333 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 26,329
Change-26,329 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25,835
Change-25,835 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 25,811
Change-25,811 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,418
Change-25,418 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 24,164
Change-24,164 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 24,142
Change-24,142 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 23,942
Change-23,942 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 23,913
Change-23,913 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 23,711
Change-23,711 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 23,649
Change-23,649 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,570
Change-23,570 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 23,503
Change-23,503 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 23,429
Change-23,429 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 23,318
Change-23,318 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 23,121
Change-23,121 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 22,951
Change-22,951 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 22,710
Change-22,710 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 22,681
Change-22,681 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 22,563
Change-22,563 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 22,477
Change-22,477 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 22,351
Change-22,351 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 22,267
Change-22,267 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 22,253
Change-22,253 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 22,235
Change-22,235 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 22,218
Change-22,218 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 21,971
Change-21,971 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 21,750
Change-21,750 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 21,744
Change-21,744 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 21,719
Change-21,719 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 21,697
Change-21,697 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 21,545
Change-21,545 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 21,337
Change-21,337 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,271
Change-21,271 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 20,795
Change-20,795 (-100%)
Value—
S&CO Inc
N/A
Shares— from 20,636
Change-20,636 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 20,582
Change-20,582 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 20,493
Change-20,493 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 20,428
Change-20,428 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 20,416
Change-20,416 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 20,329
Change-20,329 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 19,852
Change-19,852 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 19,565
Change-19,565 (-100%)
Value—
United Bank
N/A
Shares— from 19,547
Change-19,547 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 19,336
Change-19,336 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 19,247
Change-19,247 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 19,148
Change-19,148 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 19,135
Change-19,135 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 19,109
Change-19,109 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 19,084
Change-19,084 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 18,801
Change-18,801 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 18,693
Change-18,693 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 18,671
Change-18,671 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 18,380
Change-18,380 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 18,313
Change-18,313 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 18,236
Change-18,236 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 18,023
Change-18,023 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 17,889
Change-17,889 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 17,714
Change-17,714 (-100%)
Value—
Simmons Bank
N/A
Shares— from 17,649
Change-17,649 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 17,603
Change-17,603 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 17,330
Change-17,330 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 17,318
Change-17,318 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 17,299
Change-17,299 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 17,126
Change-17,126 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 17,110
Change-17,110 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 17,043
Change-17,043 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 17,031
Change-17,031 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 16,967
Change-16,967 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 16,956
Change-16,956 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,912
Change-16,912 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 16,893
Change-16,893 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 16,866
Change-16,866 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,847
Change-16,847 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,842
Change-16,842 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 16,787
Change-16,787 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 16,474
Change-16,474 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 16,420
Change-16,420 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 16,245
Change-16,245 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 16,164
Change-16,164 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,044
Change-16,044 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 15,956
Change-15,956 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,929
Change-15,929 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 15,894
Change-15,894 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,853
Change-15,853 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 15,796
Change-15,796 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 15,790
Change-15,790 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Legacy Trust
N/A
Shares— from 15,658
Change-15,658 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 15,620
Change-15,620 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 15,506
Change-15,506 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 15,042
Change-15,042 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 15,042
Change-15,042 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 14,956
Change-14,956 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 14,944
Change-14,944 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 14,734
Change-14,734 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
Ossiam
N/A
Shares— from 14,508
Change-14,508 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 14,358
Change-14,358 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 14,322
Change-14,322 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 14,220
Change-14,220 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 14,159
Change-14,159 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 14,126
Change-14,126 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 14,001
Change-14,001 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 13,834
Change-13,834 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 13,728
Change-13,728 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 13,722
Change-13,722 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 13,501
Change-13,501 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 13,315
Change-13,315 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 13,221
Change-13,221 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 13,144
Change-13,144 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 13,143
Change-13,143 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 12,866
Change-12,866 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 12,862
Change-12,862 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 12,834
Change-12,834 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 12,743
Change-12,743 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 12,716
Change-12,716 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 12,565
Change-12,565 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 12,142
Change-12,142 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 12,121
Change-12,121 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 12,007
Change-12,007 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 11,930
Change-11,930 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 11,557
Change-11,557 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 11,517
Change-11,517 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 11,445
Change-11,445 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 11,412
Change-11,412 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 11,316
Change-11,316 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 11,311
Change-11,311 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 11,158
Change-11,158 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 11,123
Change-11,123 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 11,026
Change-11,026 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,011
Change-11,011 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 10,623
Change-10,623 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 10,162
Change-10,162 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 10,161
Change-10,161 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 10,099
Change-10,099 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,060
Change-10,060 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 9,929
Change-9,929 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,902
Change-9,902 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 9,853
Change-9,853 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 9,688
Change-9,688 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 9,651
Change-9,651 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 9,627
Change-9,627 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 9,597
Change-9,597 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 9,575
Change-9,575 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 9,567
Change-9,567 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 9,473
Change-9,473 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 9,214
Change-9,214 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 9,009
Change-9,009 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 8,879
Change-8,879 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,836
Change-8,836 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 8,816
Change-8,816 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 8,780
Change-8,780 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 8,672
Change-8,672 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 8,602
Change-8,602 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 8,554
Change-8,554 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 8,529
Change-8,529 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,526
Change-8,526 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 8,424
Change-8,424 (-100%)
Value—
Masterton Capital Management, LP
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
Optas, LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,110
Change-8,110 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 7,894
Change-7,894 (-100%)
Value—
Dockside LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,788
Change-7,788 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,315
Change-7,315 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,643
Change-6,643 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 6,556
Change-6,556 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Summitry LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 5,662
Change-5,662 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 5,369
Change-5,369 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 5,231
Change-5,231 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
Allianz SE
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,611
Change-4,611 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
BNP Paribas
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,063
Change-4,063 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 969
Change-969 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 933
Change-933 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 899
Change-899 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
CNB Bank
N/A
Shares— from 836
Change-836 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 825
Change-825 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 785
Change-785 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 710
Change-710 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 608
Change-608 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 580
Change-580 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 564
Change-564 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 520
Change-520 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 517
Change-517 (-100%)
Value—
Quarry LP
N/A
Shares— from 512
Change-512 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 439
Change-439 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 433
Change-433 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 427
Change-427 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 413
Change-413 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 397
Change-397 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 353
Change-353 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 353
Change-353 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 309
Change-309 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 267
Change-267 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 241
Change-241 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 228
Change-228 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 194
Change-194 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 177
Change-177 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 169
Change-169 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 158
Change-158 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 124
Change-124 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 115
Change-115 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 72
Change-72 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 27
Change-27 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 23
Change-23 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 16
Change-16 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 10
Change-10 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED10,178,35310,552,680-374,327-4%$1.6B$1.3B-$252.0M2026-11-05
Dimensional Fund Advisors LP
INCREASED6,551,2986,456,827+94,471+1%$978.2M$866.9M-$111.3M2026-11-04
Assenagon Asset Management S.A.
INCREASED3,697,5341,557,475+2,140,059+137%$236.0M$489.2M+$253.3M2026-10-15
PineStone Asset Management Inc.
DECREASED3,658,3453,754,345-96,000-3%$568.8M$484.0M-$84.7M2026-10-16
Swedbank AB
INCREASED3,443,280989,596+2,453,684+248%$149.9M$455.6M+$305.7M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,246,6223,066,748+179,874+6%$464.6M$429.6M-$35.0M2026-11-05
Parnassus Investments, LLC
NEW3,042,661—+3,042,661——$402.6M—2026-10-22
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,478,1482,570,347-92,199-4%$389.4M$327.9M-$61.5M2026-10-29
Alecta Tjanstepension Omsesidigt
INCREASED2,311,5651,988,065+323,500+16%$301.2M$306.0M+$4.8M2026-11-02
Citigroup Inc
INCREASED2,225,6191,783,907+441,712+25%$270.3M$294.5M+$24.2M2026-11-04
Principal Financial Group Inc
DECREASED2,107,9572,171,562-63,605-3%$329.0M$278.9M-$50.1M2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED2,037,1852,050,213-13,028-1%$310.6M$269.5M-$41.1M2026-10-23
Mirova US LLC
DECREASED1,779,6781,901,496-121,818-6%$288.1M$235.5M-$52.6M2026-11-05
MacKenzie Financial Corp
DECREASED1,477,9002,315,756-837,856-36%$350.8M$195.5M-$155.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED1,421,0371,188,743+232,294+20%$171.8M$188.1M+$16.3M2026-10-13
Vontobel Holding Ltd.
INCREASED1,384,1261,271,475+112,651+9%$192.6M$183.1M-$9.5M2026-10-16
Robeco Institutional Asset Management B.V.
INCREASED1,348,1691,324,292+23,877+2%$200.6M$178.4M-$22.3M2026-10-20
DekaBank Deutsche Girozentrale
DECREASED1,304,9872,011,893-706,906-35%$317.2K$174.4K-$142.8K2026-10-27
Bahl & Gaynor LLC
DECREASED1,297,7751,507,860-210,085-14%$228.4M$171.7M-$56.7M2026-11-05
Williams Jones Wealth Management, Llc.
INCREASED1,289,0901,169,485+119,605+10%$177.2M$170.6M-$6.6M2026-11-05
Fifth Third Bancorp
DECREASED1,227,2341,291,794-64,560-5%$195.7M$162.4M-$33.3M2026-11-05
Provident Trust Co
DECREASED1,212,4322,085,679-873,247-42%$316.0M$160.4M-$155.6M2026-10-29
Everett Harris & Co
DECREASED1,117,0481,118,622-1,5740%$169.5M$147.8M-$21.7M2026-10-28
Pictet Asset Management Holding SA
DECREASED1,023,5951,052,429-28,834-3%$159.4M$135.4M-$24.0M2026-11-03
Cincinnati Insurance Co
UNCHANGED963,000963,00000%$145.9M$127.4M-$18.5M2026-11-03
Congress Asset Management Co
INCREASED943,136924,463+18,673+2%$140.1M$124.8M-$15.3M2026-10-06
Regions Financial Corp
DECREASED915,414941,167-25,753-3%$142.6M$121.1M-$21.5M2026-11-05
Davenport & Co LLC
DECREASED868,958884,141-15,183-2%$133.9M$115.3M-$18.6M2026-10-14
Cincinnati Financial Corp
UNCHANGED866,500866,50000%$131.3M$114.6M-$16.6M2026-11-03
ABN Amro Investment Solutions
INCREASED838,610576,977+261,633+45%$87.4M$111.0M+$23.5M2026-10-21
AGF Management LTD
DECREASED826,8101,511,208-684,398-45%$228.9M$109.4M-$119.6M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED776,162755,125+21,037+3%$114.4M$103.0M-$11.4M2026-10-29
Welch & Forbes LLC
INCREASED774,558767,963+6,595+1%$116.3M$102.5M-$13.9M2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
DECREASED765,021842,375-77,354-9%$127.6M$100.4K-$127.5M2026-10-22
Cardano Risk Management B.V.
INCREASED758,329676,762+81,567+12%$102.5K$100.3K-$2.2K2026-10-20
New York State Teachers Retirement System
DECREASED753,121795,432-42,311-5%$120.5M$99.6K-$120.4M2026-10-22
Canoe Financial LP
INCREASED693,717661,117+32,600+5%$100.2M$92.7M-$7.5M2026-10-21
Focused Investors LLC
DECREASED691,900825,300-133,400-16%$125.0M$91.5M-$33.5M2026-10-30
Retirement Systems of Alabama
INCREASED664,567232,306+432,261+186%$35.2M$87.9M+$52.7M2026-11-04
US Bancorp \de\
DECREASED655,232657,652-2,4200%$99.6M$86.7M-$12.9M2026-11-05
Sustainable Growth Advisers, LP
NEW646,289—+646,289——$85.5M—2026-10-15
Asset Management One Co., Ltd.
INCREASED626,194619,661+6,533+1%$93.9M$82.9M-$11.0M2026-10-27
Truist Financial Corp
INCREASED602,575525,603+76,972+15%$79.6M$79.7M+$97.8K2026-10-30
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED596,116617,918-21,802-4%$93.6M$78.9M-$14.7M2026-10-15
Temasek Holdings (Private) Ltd
INCREASED580,649479,513+101,136+21%$72.6M$76.8M+$4.2M2026-10-28
Birch Hill Investment Advisors LLC
DECREASED561,012572,190-11,178-2%$86.7M$74.2M-$12.5M2026-10-16
TD Waterhouse Canada Inc.
DECREASED549,044913,511-364,467-40%$138.3M$73.4M-$65.0M2026-10-16
SEB Asset Management AB
INCREASED547,538436,251+111,287+26%$66.1M$72.4M+$6.4M2026-11-04
Nicholas Company, Inc.
INCREASED540,140534,900+5,240+1%$81.0M$71.5M-$9.6M2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED501,901480,461+21,440+4%$72.8M$66.4M-$6.4M2026-10-05
Swiss Life Asset Management Ltd
INCREASED500,432436,820+63,612+15%$66.2M$66.2M+$33.9K2026-11-03
Chilton Capital Management LLC
INCREASED493,875256,593+237,282+92%$38.9M$65.3M+$26.5M2026-10-28
General American Investors Co Inc
UNCHANGED484,752484,75200%$73.4M$64.1M-$9.3M2026-11-02
Creative Planning
DECREASED480,684550,539-69,855-13%$83.4M$63.6M-$19.8M2026-11-02
KBC Group NV
INCREASED465,921446,849+19,072+4%$67.7M$61.6K-$67.6M2026-10-22
ASR Vermogensbeheer N.V.
INCREASED435,106388,349+46,757+12%$58.8M$57.6M-$1.3M2026-10-16
CIBC Asset Management Inc
INCREASED433,291422,467+10,824+3%$64.0M$57.3M-$6.7M2026-11-05
Crestwood Advisors Group, LLC
DECREASED422,399436,752-14,353-3%$66.2M$55.9M-$10.3M2026-10-27
Howland Capital Management LLC
DECREASED402,388411,442-9,054-2%$62.3M$53.2M-$9.1M2026-10-22
Aware Super Pty Ltd as trustee of Aware Super
INCREASED397,451336,106+61,345+18%$50.9M$52.6M+$1.7M2026-10-30
Nichols & Pratt Advisers LLP
DECREASED384,408385,448-1,0400%$58.4M$51.4M-$7.0M2026-10-13
Border to Coast Pensions Partnership Ltd
INCREASED381,545346,355+35,190+10%$52.4M$50.4K-$52.4M2026-10-09
Confluence Investment Management LLC
DECREASED373,592406,868-33,276-8%$61.6M$49.4M-$12.2M2026-10-01
Bath Savings Trust Co
DECREASED372,597379,253-6,656-2%$57.5M$49.3M-$8.2M2026-10-07
Strs Ohio
DECREASED367,923371,524-3,601-1%$56.3M$48.7M-$7.6M2026-10-30
Nisa Investment Advisors, LLC
DECREASED365,688421,218-55,530-13%$63.8M$48.4M-$15.4M2026-10-20
State of Michigan Retirement System
DECREASED359,482365,082-5,600-2%$55.3M$47.6M-$7.7M2026-10-27
Calamos Advisors LLC
INCREASED358,547356,870+1,677+0%$54.1M$47.4M-$6.6M2026-11-02
State of New Jersey Common Pension Fund D
DECREASED358,209358,786-5770%$54.4M$47.4M-$7.0M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED355,968322,580+33,388+10%$48.9M$47.1M-$1.8M2026-11-03
Wendell David Associates Inc
DECREASED347,370360,164-12,794-4%$54.6M$46.0K-$54.5M2026-10-27
Commonwealth Equity Services, LLC
DECREASED343,733351,057-7,324-2%$53.2M$45.5M-$7.7M2026-11-02
Crossmark Global Holdings, Inc.
DECREASED338,560415,918-77,358-19%$63.0M$44.8M-$18.2M2026-10-21
Harvey Investment Co LLC
DECREASED331,569334,339-2,770-1%$50.7M$43.9K-$50.6M2026-10-20
Avity Investment Management Inc.
INCREASED328,576302,656+25,920+9%$45.9M$43.5M-$2.4M2026-10-09
Virginia Retirement Systems ET Al
UNCHANGED327,900327,90000%$49.7M$43.4M-$6.3M2026-10-28
Kimelman & Baird, LLC
DECREASED326,520326,989-4690%$49.5M$43.2M-$6.3M2026-11-03
Illinois Municipal Retirement Fund
DECREASED323,740330,835-7,095-2%$50.1M$42.8M-$7.3M2026-11-05
Czech National Bank
INCREASED317,408314,757+2,651+1%$47.7M$42.0M-$5.7M2026-10-13
Achmea Investment Management B.V.
NEW311,190—+311,190——$41.2M—2026-10-30
Arizona State Retirement System
INCREASED311,094307,119+3,975+1%$46.5M$41.2M-$5.4M2026-11-03
Park National Corp
INCREASED290,534259,738+30,796+12%$39.4M$38.4M-$909.7K2026-10-05
Reynders McVeigh Capital Management, LLC
DECREASED289,749298,592-8,843-3%$45.2M$38.3M-$6.9M2026-10-30
Smith Salley Wealth Management
INCREASED284,860278,620+6,240+2%$42.2M$37.7M-$4.5M2026-11-03
Daiwa Securities Group Inc.
INCREASED279,355235,946+43,409+18%$35.7M$37.0M+$1.2M2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED271,787250,757+21,030+8%$38.0M$36.0M-$2.0M2026-10-19
Rockland Trust Co
INCREASED269,701266,957+2,744+1%$40.4M$35.7M-$4.8M2026-10-05
Xponance LLC
INCREASED262,050249,942+12,108+5%$37.9M$34.7M-$3.2M2026-11-03
Kepler Cheuvreux (Suisse) SA
INCREASED257,551239,222+18,329+8%$36.2M$34.1M-$2.2M2026-10-20
IFM Investors Pty Ltd
INCREASED255,532251,210+4,322+2%$38.1M$33.8M-$4.2M2026-10-14
Factory Mutual Insurance Co
INCREASED254,400254,300+100+0%$38.5M$33.7M-$4.9M2026-10-30
UniSuper Management Pty Ltd
INCREASED251,974175,557+76,417+44%$26.6M$33.3M+$6.7M2026-10-26
Howard Capital Management Group, LLC
INCREASED250,244247,582+2,662+1%$37.5M$33.1M-$4.4M2026-10-16
WestEnd Advisors, LLC
INCREASED245,398225,600+19,798+9%$34.2M$32.5M-$1.7M2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED244,067244,244-1770%$37.0M$32.3M-$4.7M2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED241,904242,865-9610%$36.8M$32.0M-$4.8M2026-10-20
Hendershot Investments Inc.
DECREASED236,157238,929-2,772-1%$36.2M$31.2M-$5.0M2026-11-05
Vaughan David Investments LLC
NEW232,006—+232,006——$30.7K—2026-11-05
Covea Finance
INCREASED230,398227,955+2,443+1%$34.5M$30.5M-$4.1M2026-10-21
Pittenger & Anderson Inc
DECREASED226,134235,018-8,884-4%$35.6M$29.9M-$5.7M2026-11-02
Deprince Race & Zollo Inc
NEW223,684—+223,684——$29.6M—2026-10-13
JLB & Associates Inc
DECREASED219,213222,503-3,290-1%$33.7M$33.2M-$498.4K2026-10-27
Maple Capital Management, Inc.
DECREASED219,098224,861-5,763-3%$34.1M$29.0M-$5.1M2026-11-02
Washington Trust Co
DECREASED215,114216,137-1,0230%$32.7M$28.5M-$4.3M2026-10-22
Amalgamated Bank
DECREASED214,715219,530-4,815-2%$33.3M$28.4K-$33.2M2026-10-23
Barlow Wealth Partners, LLC
INCREASED213,533209,411+4,122+2%$32.0M$29.3M-$2.7M2026-10-15
Wallington Asset Management, LLC
DECREASED212,107212,637-5300%$32.2M$28.1M-$4.2M2026-11-04
Braun Stacey Associates Inc
DECREASED211,225237,128-25,903-11%$35.9M$27.9M-$8.0M2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED208,220182,093+26,127+14%$27.6M$27.8M+$256.3K2026-11-04
Neos Investment Management LLC
INCREASED206,283181,654+24,629+14%$27.5M$27.3M-$227.3K2026-11-04
Schwartz Investment Counsel Inc
UNCHANGED202,450202,45000%$30.7M$26.8M-$3.9M2026-10-26
Arbejdsmarkedets Tillaegspension
INCREASED201,600179,100+22,500+13%$27.1M$26.7M-$460.0K2026-10-30
Bailard, Inc.
DECREASED198,846201,027-2,181-1%$30.5M$26.3M-$4.1M2026-10-13
Sterling Capital Management LLC
INCREASED198,52736,544+161,983+443%$5.5M$26.3M+$20.7M2026-10-22
Rakuten Investment Management, Inc.
INCREASED198,282180,925+17,357+10%$27.4M$26.5M-$831.2K2026-10-30
Lido Advisors, LLC
INCREASED197,586190,066+7,520+4%$28.8M$26.1M-$2.7M2026-11-04
Beacon Investment Advisory Services, Inc.
DECREASED193,190210,173-16,983-8%$31.8M$25.6M-$6.3M2026-10-13
Florida Trust Wealth Management Co
DECREASED192,770195,186-2,416-1%$29.6M$25.5M-$4.1M2026-11-05
Capital Investment Services of America, Inc.
INCREASED191,339191,161+178+0%$29.0M$25.3M-$3.6M2026-11-02
Carnegie Investment Counsel
INCREASED190,968190,043+925+0%$28.8M$25.3M-$3.5M2026-10-20
Candriam S.C.A.
DECREASED190,321351,464-161,143-46%$53.2M$25.3M-$27.9M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED189,516207,796-18,280-9%$31.5M$25.1K-$31.5M2026-11-02
Alta Capital Management LLC/
DECREASED186,631187,408-7770%$28.4M$24.7M-$3.7M2026-10-26
ProShare Advisors LLC
INCREASED184,273167,310+16,963+10%$25.3M$24.4M-$966.3K2026-10-29
Beese Fulmer Investment Management, Inc.
INCREASED180,965179,853+1,112+1%$27.2M$23.9M-$3.3M2026-10-23
Alps Advisors Inc
INCREASED180,058142,832+37,226+26%$21.6M$23.8M+$2.2M2026-11-03
OP Asset Management Ltd
INCREASED178,197121,337+56,860+47%$18.4M$23.6M+$5.2M2026-11-05
Ethic Inc.
DECREASED177,028188,435-11,407-6%$28.5M$23.4M-$5.1M2026-11-03
Smith Group Asset Management, LLC
DECREASED174,901284,327-109,426-38%$43.1M$23.1M-$19.9M2026-10-27
Banque Pictet & CIE SA
DECREASED174,503190,521-16,018-8%$28.9M$23.1M-$5.8M2026-10-16
Oppenheimer Asset Management Inc.
DECREASED172,053187,050-14,997-8%$28.3M$22.8M-$5.6M2026-10-27
Addenda Capital Inc.
INCREASED171,311160,457+10,854+7%$24.3M$22.7M-$1.6M2026-10-13
Cambiar Investors LLC
INCREASED170,745167,475+3,270+2%$25.4M$22.6M-$2.8M2026-11-04
One Way Holdings LLC
INCREASED169,815158,703+11,112+7%$24.0M$22.5M-$1.6M2026-10-29
Thrivent Financial for Lutherans
DECREASED168,940258,347-89,407-35%$39.1M$22.4K-$39.1M2026-11-05
Northeast Investment Management
INCREASED167,045165,229+1,816+1%$25.0M$22.1M-$2.9M2026-10-30
Professional Advisory Services Inc
INCREASED165,436142,656+22,780+16%$21.6K$21.9K+$2772026-10-08
Roffman Miller Associates Inc
INCREASED164,992159,093+5,899+4%$24.1M$21.8M-$2.3M2026-10-19
Community Trust & Investment Co
INCREASED159,267152,677+6,590+4%$23.1M$21.1M-$2.1M2026-10-15
New York Life Investment Management LLC
DECREASED159,068165,373-6,305-4%$25.1M$21.0M-$4.0M2026-11-04
Meyer Handelman Co
UNCHANGED153,083153,08300%$23.2M$20.3M-$2.9M2026-10-28
Burney Co/
DECREASED150,513161,670-11,157-7%$24.5M$19.9M-$4.6M2026-10-15
State of Alaska, Department of Revenue
DECREASED149,380153,083-3,703-2%$23.2M$19.8K-$23.2M2026-10-15
GHP Investment Advisors, Inc.
INCREASED145,707144,517+1,190+1%$21.9M$19.3M-$2.6M2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED144,976148,168-3,192-2%$22.4M$19.2M-$3.3M2026-10-23
First Horizon Corp
DECREASED144,559145,700-1,141-1%$22.1M$19.1M-$2.9M2026-10-26
Cullen T Bankers, Inc.
DECREASED143,303148,900-5,597-4%$22.6M$19.0M-$3.6M2026-10-28
First American Bank
DECREASED142,944145,107-2,163-1%$22.0M$18.9M-$3.1M2026-10-27
Gradient Investments LLC
INCREASED139,738135,887+3,851+3%$20.6M$18.5M-$2.1M2026-10-08
Patten & Patten Inc
DECREASED139,119140,892-1,773-1%$21.3M$18.4M-$2.9M2026-10-26
Griffin Asset Management, Inc.
INCREASED135,888135,466+422+0%$20.5M$18.0M-$2.5M2026-10-22
Oregon Public Employees Retirement Fund
DECREASED135,846136,026-1800%$20.6M$18.0M-$2.6M2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED134,976137,691-2,715-2%$20.9M$17.9M-$3.0M2026-11-03
Glenview Trust Co
INCREASED133,893130,405+3,488+3%$19.8M$17.7M-$2.0M2026-10-28
Avanza Fonder AB
INCREASED133,222116,880+16,342+14%$17.7M$17.6M-$80.7K2026-10-13
Weybosset Research & Management LLC
DECREASED131,808133,621-1,813-1%$20.2M$17.4M-$2.8M2026-10-19
Renaissance Investment Group LLC
DECREASED131,443132,164-721-1%$20.0M$17.4M-$2.6M2026-10-28
Parallel Advisors, LLC
DECREASED130,651135,032-4,381-3%$20.5M$17.3M-$3.2M2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED129,980131,331-1,351-1%$19.9M$17.2M-$2.7M2026-10-16
Raiffeisen Bank International AG
DECREASED127,337153,803-26,466-17%$23.3M$17.0M-$6.2M2026-10-28
iA Global Asset Management Inc.
DECREASED127,270136,696-9,426-7%$20.7M$16.8K-$20.7M2026-10-29
Mutual of America Capital Management LLC
DECREASED126,874128,069-1,195-1%$19.4M$16.8M-$2.6M2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED125,781327,309-201,528-62%$51.6M$18.4M-$33.1M2026-10-29
Forbes J M & Co LLP
INCREASED125,571124,913+658+1%$18.9M$16.6M-$2.3M2026-10-16
Citizens Financial Group Inc
DECREASED125,156126,957-1,801-1%$19.2M$16.6M-$2.7M2026-10-23
Kestra Advisory Services, LLC
INCREASED124,426100,470+23,956+24%$15.2M$16.5M+$1.2M2026-11-02
Townsend & Associates, Inc
INCREASED123,145120,314+2,831+2%$18.7M$18.1M-$590.0K2026-10-23
Yousif Capital Management, LLC
DECREASED122,943123,007-640%$18.6M$16.3M-$2.4M2026-10-22
Cabot Wealth Management Inc
INCREASED122,081113,301+8,780+8%$17.2M$16.2M-$1.0M2026-11-05
Nixon Peabody Trust Co
INCREASED121,760118,552+3,208+3%$18.0M$16.1M-$1.9M2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED121,374119,671+1,703+1%$18.1M$16.1M-$2.1M2026-10-26
Wesbanco Bank Inc
INCREASED121,11199,996+21,115+21%$15.1M$16.0M+$874.5K2026-11-04
Generali Asset Management SPA SGR
DECREASED120,271127,020-6,749-5%$19.2M$15.9M-$3.3M2026-10-26
Synergy Asset Management, LLC
NEW120,190—+120,190——$15.9M—2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED119,606119,132+474+0%$18.0M$15.8M-$2.2M2026-10-22
Aegon Asset Management UK PLC
DECREASED118,974208,670-89,696-43%$31.6M$15.7M-$15.9M2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED117,89910,569+107,330+1016%$1.6M$15.6M+$14.0M2026-10-21
Tufton Capital Management
DECREASED115,776116,836-1,060-1%$17.7M$15.3K-$17.7M2026-10-20
AIA Group Ltd
DECREASED115,394185,169-69,775-38%$28.1M$15.3M-$12.8M2026-10-30
Tokio Marine Asset Management Co LTD
INCREASED114,878113,025+1,853+2%$17.1M$15.2M-$1.9M2026-10-26
Suncoast Equity Management
DECREASED114,753119,918-5,165-4%$18.2M$15.2M-$3.0M2026-11-03
Atria Investments, Inc
INCREASED114,733102,723+12,010+12%$15.6M$15.2M-$382.2K2026-10-15
Exchange Traded Concepts, LLC
INCREASED114,07372,047+42,026+58%$10.9M$15.1M+$4.2M2026-10-28
Segment Wealth Management, LLC
INCREASED114,016111,444+2,572+2%$16.9M$15.1M-$1.8M2026-10-26
Albion Financial Group
INCREASED112,198111,566+632+1%$16.9M$14.8M-$2.1M2026-10-21
Flossbach VON Storch SE
DECREASED111,655168,727-57,072-34%$25.6M$14.8M-$10.8M2026-10-28
Sapient Capital LLC
INCREASED111,62580,395+31,230+39%$12.2M$14.8M+$2.6M2026-10-08
Farther Finance Advisors, LLC
INCREASED108,52872,490+36,038+50%$11.0M$14.4M+$3.4M2026-10-08
Boston Common Asset Management, LLC
DECREASED108,085108,564-4790%$16.4M$14.3M-$2.1M2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED105,920105,003+917+1%$15.9M$14.0M-$1.9M2026-11-03
Eastern Bank
DECREASED105,387108,876-3,489-3%$16.5M$13.9M-$2.6M2026-10-05
Harbour Trust & Investment Management Co
INCREASED103,19197,350+5,841+6%$14.7M$13.7M-$1.1M2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED100,428102,492-2,064-2%$15.5M$13.3M-$2.2M2026-10-15
Palisade Asset Management, LLC
DECREASED100,306100,776-4700%$15.3M$13.3M-$2.0M2026-11-03
First Merchants Corp
DECREASED99,916102,602-2,686-3%$15.5M$13.2M-$2.3M2026-10-15
Keybank National Association
DECREASED98,600110,920-12,320-11%$16.8M$13.0M-$3.8M2026-11-04
Motley Fool Asset Management LLC
DECREASED96,975105,113-8,138-8%$15.9M$12.8M-$3.1M2026-10-27
Boston Trust Walden Corp
INCREASED96,59295,560+1,032+1%$14.5M$12.8M-$1.7M2026-10-30
Camden National Bank
DECREASED96,38797,332-945-1%$14.7M$12.8M-$2.0M2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED94,769136,211-41,442-30%$20.6M$12.5M-$8.1M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED94,71788,756+5,961+7%$13.4M$12.5M-$914.5K2026-10-16
Munich Reinsurance Co Stock Corp in Munich
DECREASED94,566302,342-207,776-69%$45.8M$12.5M-$33.3M2026-10-30
Marathon Asset Management Ltd
DECREASED94,170102,861-8,691-8%$15.6M$12.5M-$3.1M2026-10-26
Teamwork Financial Advisors, LLC
INCREASED93,90778,373+15,534+20%$11.9M$12.4M+$551.4K2026-10-19
Stokes Capital Advisors, LLC
INCREASED93,83590,246+3,589+4%$13.7M$12.4M-$1.3M2026-10-09
Assetmark, Inc
DECREASED92,803109,881-17,078-16%$16.6M$12.3M-$4.4M2026-10-21
Calamos Wealth Management LLC
DECREASED91,45894,423-2,965-3%$14.3M$12.1M-$2.2M2026-11-02
Greenleaf Trust
DECREASED90,97894,934-3,956-4%$14.4M$12.0M-$2.3M2026-10-29
Raab & Moskowitz Asset Management LLC
DECREASED89,85392,789-2,936-3%$14.1M$11.9M-$2.2M2026-11-02
AMI Asset Management Corp
DECREASED89,660101,402-11,742-12%$15.4M$11.9M-$3.5M2026-10-20
Washington Trust Bank
DECREASED88,33690,390-2,054-2%$13.7M$11.7M-$2.0M2026-11-03
Oppenheimer & Co Inc
DECREASED88,02888,144-1160%$13.4M$11.6M-$1.7M2026-10-26
Welch Group, LLC
INCREASED86,68080,148+6,532+8%$12.1M$11.5M-$673.8K2026-10-29
Norris Perne & French LLP
DECREASED86,664109,957-23,293-21%$16.7M$11.5M-$5.2M2026-10-23
Univest Financial Corp
INCREASED86,58684,502+2,084+2%$12.8M$11.5M-$1.3M2026-11-05
Cypress Capital Group
DECREASED86,51394,102-7,589-8%$14.3M$11.4M-$2.8M2026-11-03
King Luther Capital Management Corp
INCREASED86,31866,047+20,271+31%$10.0M$11.4M+$1.4M2026-11-05
BLB&B Advisors, LLC
INCREASED86,31081,172+5,138+6%$12.3M$11.4M-$877.8K2026-10-27
Tompkins Financial Corp
DECREASED85,51287,169-1,657-2%$13.2M$11.3M-$1.9M2026-10-05
Knights of Columbus Asset Advisors LLC
DECREASED85,23986,024-785-1%$13.0M$11.3M-$1.8M2026-11-05
HB Wealth Management, LLC
INCREASED84,46775,102+9,365+12%$11.4M$11.2M-$202.2K2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED84,39184,39100%$12.8M$11.2K-$12.8M2026-10-20
Park Avenue Securities LLC
DECREASED83,90991,038-7,129-8%$13.8M$11.1K-$13.8M2026-10-26
Strategic Planning Group, LLC
INCREASED83,72676,776+6,950+9%$11.6M$11.1M-$553.8K2026-10-22
Farmers & Merchants Investments Inc
DECREASED82,71482,849-1350%$12.6M$10.9M-$1.6M2026-10-22
Tandem Investment Advisors, Inc.
INCREASED82,5175,475+77,042+1407%$829.5K$10.9M+$10.1M2026-11-04
CX Institutional
INCREASED82,31721,696+60,621+279%$3.3K$10.9K+$7.6K2026-10-02
Cyndeo Wealth Partners, LLC
DECREASED81,855113,765-31,910-28%$17.2M$10.8M-$6.4M2026-10-16
YHB Investment Advisors, Inc.
INCREASED81,59381,421+172+0%$12.3M$10.8M-$1.5M2026-10-08
Prospera Financial Services Inc
INCREASED81,26217,835+63,427+356%$2.7M$11.4M+$8.7M2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED81,11381,312-1990%$12.3M$10.7M-$1.6M2026-10-16
Bokf, NA
DECREASED80,72387,573-6,850-8%$13.3M$10.7M-$2.6M2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED79,44280,986-1,544-2%$12.3M$10.5M-$1.8M2026-11-04
Montag A & Associates Inc
DECREASED79,12380,799-1,676-2%$12.2M$10.5M-$1.8M2026-10-29
Trust Co of Vermont
INCREASED78,92277,774+1,148+1%$11.8M$10.4M-$1.3M2026-10-21
CMH Wealth Management LLC
INCREASED78,19271,490+6,702+9%$10.8M$10.3M-$485.2K2026-10-22
Vise Technologies, Inc.
DECREASED77,887114,706-36,819-32%$17.4M$10.3M-$7.1M2026-10-29
Arkfeld Wealth Strategies, L.L.C.
DECREASED75,48076,329-849-1%$11.5M$10.5M-$1.1M2026-10-19
Running Oak Capital LLC
INCREASED74,99473,045+1,949+3%$11.1M$9.9M-$1.1M2026-11-04
Tritonpoint Wealth, LLC
DECREASED74,64676,967-2,321-3%$11.7M$9.9M-$1.8M2026-10-19
Sigma Investment Counselors Inc
INCREASED74,38666,305+8,081+12%$10.0M$9.8M-$203.2K2026-10-27
Ledyard National Bank
DECREASED73,53276,501-2,969-4%$11.6M$9.7M-$1.9M2026-10-21
TLW Wealth Management, LLC
INCREASED72,71971,569+1,150+2%$10.8M$9.6M-$1.2M2026-10-27
Globalt Investments LLC / GA
DECREASED72,28481,280-8,996-11%$12.3M$9.6M-$2.8M2026-10-27
First National Trust Co
DECREASED70,77975,275-4,496-6%$11.4M$9.4M-$2.0M2026-10-28
Union Bancaire Privee, UBP SA
INCREASED70,14668,468+1,678+2%$14.7M$13.2M-$1.5M2026-11-04
Bright Rock Capital Management, LLC
UNCHANGED70,00070,00000%$10.6M$9.3M-$1.3M2026-10-05
GC Wealth Management RIA, LLC
INCREASED69,75267,855+1,897+3%$10.3M$9.2M-$1.1M2026-11-02
Elyxium Wealth, LLC
DECREASED69,62170,026-405-1%$10.6M$9.2M-$1.4M2026-10-27
Savoir Faire Capital Management, L.P.
INCREASED69,04632,903+36,143+110%$5.0M$9.1M+$4.2M2026-11-03
Bull Street Advisors, LLC
INCREASED69,00268,868+134+0%$10.4M$9.1K-$10.4M2026-10-20
Cidel Asset Management Inc
INCREASED68,3864,541+63,845+1406%$688.0K$9.0M+$8.4M2026-10-29
Maryland State Retirement & Pension System
INCREASED67,92859,208+8,720+15%$9.0M$9.0M+$17.5K2026-11-05
NBT Bank, N.A.
INCREASED67,62567,376+249+0%$10.2M$8.9M-$1.3M2026-10-21
Lyell Wealth Management, LP
DECREASED66,92372,050-5,127-7%$10.9M$8.9M-$2.1M2026-10-30
Smithbridge Asset Management Inc
DECREASED66,67867,516-838-1%$10.2M$8.8M-$1.4M2026-10-19
Fulcrum Asset Management LLP
INCREASED66,41327,870+38,543+138%$4.2M$8.9M+$4.7M2026-11-04
Kwmg, LLC
INCREASED65,92464,564+1,360+2%$9.8M$8.7M-$1.1M2026-10-07
OpenArc Corporate Advisory, LLC
DECREASED65,38473,984-8,600-12%$11.2M$8.7M-$2.6M2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED65,19453,456+11,738+22%$8.1M$9.0M+$979.1K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED63,09068,821-5,731-8%$10.4M$8.3M-$2.1M2026-10-27
Baker Chad R
UNCHANGED62,34062,34000%$9.4M$8.2M-$1.2M2026-10-22
First National Bank of Mount Dora, Trust Investment Services
DECREASED61,14871,323-10,175-14%$10.8M$8.1M-$2.7M2026-10-21
United Capital Management of KS, Inc.
INCREASED60,43556,981+3,454+6%$8.6M$8.0M-$636.5K2026-11-04
Delta Financial Advisors LLC
INCREASED59,67659,529+147+0%$9.0M$7.9M-$1.1M2026-10-27
Axxion S.A.
INCREASED59,49559,295+200+0%$9.0M$7.9M-$1.1M2026-10-22
Sheets Smith Wealth Management
DECREASED59,44068,592-9,152-13%$10.4M$7.9M-$2.5M2026-10-16
Hartford Investment Management Co
DECREASED59,25561,119-1,864-3%$9.3M$7.8M-$1.4M2026-11-04
Ascent Group, LLC
DECREASED59,10259,383-2810%$9.0M$7.8M-$1.2M2026-10-30
Bill Few Associates, Inc.
DECREASED59,09160,171-1,080-2%$9.1M$7.8M-$1.3M2026-10-09
Parsons Capital Management Inc
INCREASED57,50856,226+1,282+2%$8.5M$7.6M-$909.4K2026-10-28
D.A. Davidson & Co.
INCREASED57,41252,693+4,719+9%$8.0M$7.6M-$386.7K2026-10-28
Fort Washington Investment Advisors Inc
DECREASED56,85157,157-306-1%$8.7M$7.5M-$1.1M2026-10-15
MGO One Seven LLC
DECREASED56,56474,978-18,414-25%$11.4M$7.5M-$3.9M2026-10-28
IFP Advisors, Inc
INCREASED56,47454,276+2,198+4%$8.2M$7.5M-$750.7K2026-10-16
AMG National Trust Bank
DECREASED55,96156,440-479-1%$8.6M$7.4M-$1.1M2026-11-05
Thompson Siegel & Walmsley LLC
INCREASED55,54432,838+22,706+69%$5.0M$7.3K-$5.0M2026-11-05
New Mexico Educational Retirement Board
UNCHANGED55,28055,28000%$8.4M$7.3K-$8.4M2026-11-05
Compass Wealth Management LLC
INCREASED55,20949,962+5,247+11%$7.6M$7.3M-$264.5K2026-10-22
Petredis Investment Advisors LLC
INCREASED55,04354,846+197+0%$8.3M$7.3M-$1.0M2026-10-20
Live Oak Private Wealth LLC
INCREASED54,68352,671+2,012+4%$8.0M$7.2M-$744.5K2026-11-02
Ag2r LA Mondiale Gestion D'actifs
DECREASED54,580100,086-45,506-45%$15.2M$7.2M-$7.9M2026-10-26
Parcion Private Wealth LLC
DECREASED54,55755,920-1,363-2%$8.5M$7.2M-$1.3M2026-10-28
Louisiana State Employees Retirement System
DECREASED54,30056,500-2,200-4%$8.6M$7.2M-$1.4M2026-10-20
Kestra Private Wealth Services, LLC
DECREASED52,98555,365-2,380-4%$8.4M$7.0M-$1.4M2026-10-30
Hennion & Walsh Asset Management, Inc.
INCREASED52,49551,589+906+2%$7.8M$6.9M-$870.1K2026-10-13
Bfsg, LLC
INCREASED51,60049,112+2,488+5%$7.4M$6.8M-$613.2K2026-10-30
Decker Wealth Management LLC
INCREASED51,55050,000+1,550+3%$7.6M$6.8M-$754.4K2026-10-09
Cullinan Associates Inc
DECREASED51,40351,825-422-1%$7.9M$6.8M-$1.1M2026-11-03
Hall Laurie J Trustee
DECREASED51,39651,854-458-1%$7.9M$6.8M-$1.1M2026-10-06
Brookstone Capital Management
INCREASED51,26049,035+2,225+5%$7.4M$6.8M-$646.5K2026-10-22
Sawyer & Company, Inc
DECREASED51,19652,365-1,169-2%$7.9M$6.8M-$1.2M2026-10-21
Builder Investment Group Inc
DECREASED51,17051,370-2000%$7.8M$6.8M-$1.0M2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED50,06549,868+197+0%$7.6M$6.6M-$930.9K2026-10-22
Compagnie Lombard Odier SCmA
INCREASED49,88912,512+37,377+299%$1.9M$6.6M+$4.7M2026-11-04
Ayrshire Capital Management LLC
INCREASED49,76746,402+3,365+7%$7.0M$6.6M-$445.2K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED49,27446,332+2,942+6%$7.0M$6.5M-$487.4K2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED48,80449,539-735-1%$7.5M$6.5M-$1.0M2026-10-13
Peachtree Investment Partners, LLC
DECREASED48,77251,379-2,607-5%$7.8M$6.5M-$1.3M2026-11-05
Old National Bancorp
INCREASED48,62147,613+1,008+2%$7.2M$6.4M-$780.3K2026-10-20
Choreo, LLC
INCREASED48,52448,013+511+1%$7.3M$6.4M-$853.7K2026-10-28
Raub Brock Capital Management LP
DECREASED48,06781,621-33,554-41%$12.4M$6.4M-$6.0M2026-10-21
Masterinvest Kapitalanlage GmbH
DECREASED48,05060,201-12,151-20%$9.1M$6.4M-$2.8M2026-11-03
Meiji Yasuda America Inc
INCREASED48,00338,686+9,317+24%$5.9M$6.4M+$490.3K2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED47,55640,667+6,889+17%$6.2M$6.3M+$133.1K2026-11-05
Trifecta Capital Advisors, LLC
INCREASED47,41447,180+234+1%$7.1M$6.3M-$874.4K2026-10-21
Bank of New Hampshire
DECREASED47,20047,388-1880%$7.2M$6.2M-$934.3K2026-10-06
Goelzer Investment Management, Inc.
DECREASED46,63547,244-609-1%$7.2M$6.2M-$987.2K2026-10-16
Journey Advisory Group, LLC
INCREASED46,10244,917+1,185+3%$6.8M$6.1M-$705.1K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED45,77256,950-11,178-20%$8.6M$6.1M-$2.6M2026-10-20
Inspire Trust Co, N.A.
INCREASED45,13536,135+9,000+25%$5.5M$6.0M+$497.4K2026-11-05
Nemes Rush Group LLC
INCREASED44,97944,098+881+2%$6.7M$6.0M-$729.7K2026-11-04
Greenwood Capital Associates LLC
DECREASED44,33844,487-1490%$6.7M$5.9M-$873.4K2026-10-27
TritonPoint Partners, LLC
DECREASED43,98983,302-39,313-47%$12.6M$5.8M-$6.8M2026-11-05
Central Trust Co
DECREASED43,97345,824-1,851-4%$6.9M$5.8M-$1.1M2026-11-05
Simplicity Wealth,LLC
DECREASED43,86350,002-6,139-12%$7.6M$5.8M-$1.8M2026-10-23
Appleton Partners Inc
DECREASED43,19443,849-655-1%$6.6M$5.7K-$6.6M2026-10-30
Conning Inc.
INCREASED43,13935,345+7,794+22%$5.4M$5.7M+$353.0K2026-10-27
Quadrant Capital Group LLC
DECREASED42,89744,486-1,589-4%$6.7M$6.1M-$670.1K2026-10-20
Mccarter Private Wealth Services LLC
DECREASED42,30343,457-1,154-3%$6.6M$5.6M-$986.6K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED42,24438,955+3,289+8%$5.9M$5.6M-$312.5K2026-11-03
DSG Capital Advisors, LLC
DECREASED42,22044,569-2,349-5%$6.7M$5.6M-$1.1M2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED42,03340,689+1,344+3%$6.2M$5.6M-$603.0K2026-11-03
Plato Investment Management Ltd
DECREASED41,45941,576-1170%$6.3M$5.5M-$755.2K2026-11-05
Pinnacle Associates LTD
DECREASED41,19545,150-3,955-9%$6.8M$5.5M-$1.4M2026-10-20
Shelter Rock Management, LLC
INCREASED41,06731,893+9,174+29%$4.8M$5.5M+$639.2K2026-10-09
Park State Asset Management
DECREASED41,04845,040-3,992-9%$6.8M$5.4M-$1.4M2026-11-02
Machina Capital S.A.S.
DECREASED40,92341,681-758-2%$6.3M$5.4M-$900.2K2026-11-05
Marathon Wealth Advisors LLC
INCREASED40,69540,354+341+1%$6.1M$5.4M-$729.3K2026-11-04
Chesley Taft & Associates LLC
DECREASED40,58240,786-2040%$6.2M$5.4M-$809.7K2026-10-13
MV Capital Management, Inc.
INCREASED40,57729,421+11,156+38%$4.5M$5.4M+$911.5K2026-10-29
Slow Capital, Inc.
DECREASED40,48643,974-3,488-8%$6.7M$5.4M-$1.3M2026-10-23
CFM Wealth Partners LLC
DECREASED39,88140,899-1,018-2%$6.2M$5.3M-$919.5K2026-11-05
McBroom & Associates, LLC
DECREASED39,82856,235-16,407-29%$8.5M$5.3M-$3.2M2026-10-29
Ascent Wealth Partners, LLC
INCREASED39,42139,257+164+0%$5.9M$5.2M-$731.6K2026-10-23
Imc-Chicago, LLC
INCREASED39,27723,217+16,060+69%$3.5M$5.2M+$1.7M2026-11-05
Marks Group Wealth Management, Inc
DECREASED38,29341,609-3,316-8%$6.3M$5.1M-$1.2M2026-11-05
Fulton Bank, N.A.
DECREASED38,08440,851-2,767-7%$6.2M$5.0M-$1.2M2026-10-14
First Citizens Bank & Trust Co
INCREASED37,53125,230+12,301+49%$3.8M$5.0M+$1.1M2026-10-14
BNC Wealth Management, LLC
INCREASED37,27537,120+155+0%$5.6M$4.9M-$691.8K2026-10-19
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED37,00037,00000%$5.6M$4.9M-$710.0K2026-11-03
Coastline Trust Co
DECREASED36,88339,302-2,419-6%$6.0M$4.9M-$1.1M2026-10-01
James Hambro & Partners LLP
DECREASED36,78393,243-56,460-61%$14.1M$4.9M-$9.3M2026-10-19
Vertrix Wealth Management, LLC
INCREASED36,43229,658+6,774+23%$4.5M$4.8M+$327.2K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED35,99238,618-2,626-7%$5.9M$4.8M-$1.1M2026-11-05
Brady Family Wealth, LLC
DECREASED35,77336,708-935-3%$5.6M$4.7M-$828.1K2026-11-02
Robbins Farley
DECREASED35,74043,665-7,925-18%$6.6M$4.7M-$1.9M2026-10-21
Davidson Capital Management Inc.
INCREASED35,72534,517+1,208+4%$5.2M$4.7M-$502.6K2026-10-15
Gamma Investing LLC
DECREASED35,47438,264-2,790-7%$5.8M$4.7M-$1.1M2026-10-08
Eukles Asset Management
DECREASED35,44735,900-453-1%$5.4M$4.7M-$749.0K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED35,39955,288-19,889-36%$8.4M$4.7M-$3.7M2026-10-22
Kerusso Capital Management LLC
INCREASED35,35032,050+3,300+10%$4.9M$4.7M-$178.4K2026-10-27
Lynch & Associates
DECREASED35,07035,259-189-1%$5.3M$4.6M-$701.6K2026-10-13
Apollon Wealth Management, LLC
DECREASED34,72238,985-4,263-11%$5.9M$4.6M-$1.3M2026-10-23
Laurel Wealth Advisors LLC
DECREASED34,60036,018-1,418-4%$5.5M$4.6M-$878.8K2026-10-27
Mitchell Capital Management Co
DECREASED34,34239,545-5,203-13%$6.0M$4.5M-$1.4M2026-10-29
Compound Planning, Inc.
INCREASED34,32830,991+3,337+11%$4.7M$4.5M-$153.2K2026-11-05
North Dakota State Investment Board
INCREASED33,88633,260+626+2%$5.0M$4.5M-$555.4K2026-10-27
Portfolio Design Labs, LLC
INCREASED33,85833,341+517+2%$5.1M$4.5M-$571.4K2026-11-04
Courier Capital LLC
INCREASED33,36133,265+96+0%$5.0M$4.4M-$625.7K2026-10-19
Chatham Capital Group, Inc.
INCREASED33,34632,106+1,240+4%$4.9M$4.4M-$452.1K2026-10-16
Beacon Bank & Trust
DECREASED33,27837,206-3,928-11%$5.6M$4.4M-$1.2M2026-10-27
Midwest Trust Co
INCREASED33,20332,561+642+2%$4.9M$4.4M-$539.9K2026-10-22
Parr Mcknight Wealth Management Group, LLC
INCREASED33,02731,026+2,001+6%$4.7M$4.4M-$330.6K2026-10-30
Independent Financial Group, LLC
DECREASED32,80837,291-4,483-12%$5.6M$4.3M-$1.3M2026-10-13
Perennial Advisors, LLC
DECREASED32,26533,102-837-3%$5.0M$4.3M-$746.0K2026-10-13
Armstrong Advisory Group, Inc
INCREASED31,91231,909+3+0%$4.8M$4.2M-$611.9K2026-10-09
Wedbush Securities Inc
DECREASED31,82934,107-2,278-7%$5.2M$4.2K-$5.2M2026-10-22
Churchill Financial Advisors, LLC
DECREASED31,82234,290-2,468-7%$5.2M$4.2M-$984.6K2026-10-20
Beaumont Financial Advisors, LLC
DECREASED31,75131,972-221-1%$4.8M$4.2M-$642.8K2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED31,48230,608+874+3%$4.6M$4.2M-$471.5K2026-11-05
E. Ohman J:or Asset Management AB
INCREASED31,38030,680+700+2%$4.6M$4.2M-$496.1K2026-10-22
Nicollet Investment Management, Inc.
DECREASED31,18431,527-343-1%$4.8M$4.1K-$4.8M2026-10-14
Oarsman Capital, Inc.
INCREASED31,14330,172+971+3%$4.6M$4.1M-$450.6K2026-11-05
WD Rutherford LLC
DECREASED31,13431,673-539-2%$4.8M$4.1M-$679.1K2026-10-26
Harold Davidson & Associates Inc.
DECREASED31,08431,195-1110%$4.7M$4.1M-$613.4K2026-10-29
Procyon Advisors, LLC
INCREASED30,99429,482+1,512+5%$4.5M$4.1M-$365.7K2026-10-21
Curbstone Financial Management Corp
INCREASED30,98430,954+30+0%$4.7M$4.1M-$590.0K2026-10-21
Moran Wealth Management, LLC
DECREASED30,91831,293-375-1%$4.7M$4.1M-$650.1K2026-10-22
Legacy Private Trust Co.
DECREASED30,91431,402-488-2%$4.8M$4.1M-$667.2K2026-10-06
Canandaigua National Bank & Trust Co
DECREASED30,79530,992-197-1%$4.7M$4.1M-$620.8K2026-10-07
Legacy Wealth Management, LLC / MS
DECREASED30,69833,052-2,354-7%$5.0M$4.1M-$945.7K2026-10-30
Wedmont Private Capital
INCREASED30,50819,980+10,528+53%$3.0M$4.2M+$1.2M2026-10-09
Prescott Group Capital Management, L.L.C.
DECREASED30,50637,262-6,756-18%$5.6M$4.0M-$1.6M2026-10-30
AMI Investment Management Inc
INCREASED30,49226,212+4,280+16%$4.0M$4.0M+$63.3K2026-10-27
RMR Wealth Builders
INCREASED30,34028,630+1,710+6%$4.3M$4.0M-$323.2K2026-10-22
Blue Fin Capital, Inc.
INCREASED30,24530,036+209+1%$4.6M$4.0M-$548.7K2026-10-28
CGN Advisors LLC
INCREASED30,04627,302+2,744+10%$4.1M$4.0M-$160.9K2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED30,00029,950+50+0%$4.5M$4.0M-$568.1K2026-11-05
Bretton Capital Management, LLC
UNCHANGED30,00030,00000%$4.5M$4.0M-$575.7K2026-10-22
Ritholtz Wealth Management
INCREASED29,56328,891+672+2%$4.4M$3.9M-$465.5K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED29,55729,488+69+0%$4.6M$4.3M-$238.1K2026-10-21
Plimoth Trust Co LLC
INCREASED29,43926,988+2,451+9%$4.1M$3.9M-$193.6K2026-10-26
Carderock Capital Management Inc
DECREASED29,23534,486-5,251-15%$5.2M$3.9M-$1.4M2026-10-22
Indiana Trust & Investment Management Co
DECREASED29,05329,393-340-1%$4.5M$3.8M-$609.0K2026-10-22
Signaturefd, LLC
DECREASED28,92129,279-358-1%$4.4M$3.8M-$609.2K2026-10-23
James Investment Research, Inc.
DECREASED28,69028,785-950%$4.4M$3.8M-$565.0K2026-10-22
Princeton Global Asset Management LLC
INCREASED28,62327,533+1,090+4%$4.2M$3.8M-$384.2K2026-10-21
Philadelphia Trust Co
DECREASED28,57748,158-19,581-41%$7.3M$3.8K-$7.3M2026-11-05
Harrington Investments, Inc
DECREASED28,41428,760-346-1%$4.4M$3.8M-$597.7K2026-10-14
Stanley-Laman Group, Ltd.
DECREASED28,20528,674-469-2%$4.3M$3.7M-$612.3K2026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED28,03426,831+1,203+4%$4.1M$3.7M-$355.7K2026-11-04
Spire Wealth Management
DECREASED27,94530,957-3,012-10%$4.7M$3.7M-$992.5K2026-10-30
Duncker Streett & Co Inc
DECREASED27,86927,914-450%$4.2M$3.7M-$541.6K2026-10-27
Atlas Brown,Inc.
DECREASED27,81727,876-590%$4.2M$3.7M-$542.7K2026-10-09
City Holding Co
DECREASED27,72228,923-1,201-4%$4.4M$3.7M-$714.1K2026-10-19
Lynx Capital Group LTD
INCREASED27,68127,659+22+0%$4.2M$3.7M-$528.0K2026-11-04
Cincinnati Indemnity Co
UNCHANGED27,50027,50000%$4.2M$3.6M-$527.7K2026-11-03
Cincinnati Casualty Co
UNCHANGED27,50027,50000%$4.2M$3.6M-$527.7K2026-11-03
Stablepoint Partners, LLC
INCREASED27,30325,971+1,332+5%$3.9M$3.6M-$322.1K2026-11-03
SevenBridge Financial Group, LLC
NEW26,863—+26,863——$3.9M—2026-10-26
Gateway Investment Advisers LLC
DECREASED26,82733,488-6,661-20%$5.1M$3.5M-$1.5M2026-10-13
Sageworth Trust Co of South Dakota
DECREASED26,39426,441-470%$4.0M$3.5M-$513.6K2026-10-30
Avestar Capital, LLC
INCREASED26,20123,483+2,718+12%$3.6M$3.5M-$91.1K2026-10-28
Deltec Asset Management LLC
UNCHANGED26,10026,10000%$4.0M$3.5M-$500.9K2026-10-26
VestGen Advisors, LLC
DECREASED25,98027,492-1,512-5%$4.2M$3.4M-$727.7K2026-10-27
Grimes & Co Wealth Management, LLC
DECREASED25,53531,244-5,709-18%$4.7M$3.4M-$1.4M2026-10-29
Praxis Investment Management Inc
UNCHANGED25,50325,50300%$3.9M$3.4K-$3.9M2026-11-03
Caldwell Trust Co
INCREASED25,46622,747+2,719+12%$3.4M$3.4M-$76.8K2026-10-30
Mattern Capital Management, LLC
NEW25,432—+25,432——$3.4M—2026-11-02
Diversify Advisory Services, LLC
DECREASED25,29728,963-3,666-13%$4.5M$3.7M-$871.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED25,29728,963-3,666-13%$4.5M$3.7M-$871.8K2026-10-20
Meridian Wealth Management, LLC
INCREASED25,25519,013+6,242+33%$2.9M$3.3M+$461.0K2026-11-05
Independence Bank of Kentucky
INCREASED25,22523,588+1,637+7%$3.6M$3.3M-$236.1K2026-10-26
Arjuna Capital
DECREASED25,13925,763-624-2%$3.9M$3.3M-$577.0K2026-11-03
Mather Group, Llc.
DECREASED24,77725,637-860-3%$3.9M$3.3M-$605.7K2026-10-14
ICW Investment Advisors LLC
DECREASED24,72824,973-245-1%$3.8M$3.3M-$511.5K2026-10-27
Adell Harriman & Carpenter Inc
INCREASED24,66523,290+1,375+6%$3.5M$3.3M-$265.0K2026-11-02
Hendley & Co Inc
INCREASED24,49122,591+1,900+8%$3.4K$3.2K-$1832026-10-29
Diversified Enterprises, LLC
INCREASED24,05023,911+139+1%$3.6M$3.2M-$440.5K2026-10-19
Cordatus Wealth Management LLC
NEW24,036—+24,036——$3.2M—2026-10-19
Daymark Wealth Partners, LLC
DECREASED23,97025,882-1,912-7%$3.9M$3.2M-$749.6K2026-11-04
Sigma Planning Corp
INCREASED23,90920,903+3,006+14%$3.2M$3.2M-$1.8K2026-10-23
Larson Financial Group LLC
DECREASED23,88626,848-2,962-11%$4.1M$3.2M-$907.0K2026-11-05
Cohen Klingenstein LLC
UNCHANGED23,60023,60000%$3.6M$3.1M-$452.9K2026-10-15
Asset Advisors Investment Management, LLC
DECREASED23,46923,630-161-1%$3.6M$3.1M-$474.8K2026-10-19
Culbertson A N & Co Inc
UNCHANGED23,44123,44100%$3.6M$3.1M-$449.8K2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED23,35322,167+1,186+5%$3.4M$3.1M-$268.4K2026-10-14
Azzad Asset Management Inc
DECREASED23,17723,372-195-1%$3.5M$3.1M-$474.3K2026-11-04
Piscataqua Savings Bank
DECREASED23,16723,369-202-1%$3.5M$3.1M-$475.2K2026-10-21
Stiles Financial Services Inc
INCREASED22,92022,728+192+1%$3.4M$3.0M-$410.8K2026-10-30
Stackstone Wealth, LLC
NEW22,900—+22,900——$3.0M—2026-10-19
Grandfield & Dodd, LLC
UNCHANGED22,90022,90000%$3.5M$3.0M-$439.5K2026-10-29
Riverbridge Partners LLC
DECREASED22,87123,378-507-2%$3.5M$3.0M-$515.7K2026-11-05
Family Capital Trust Co
UNCHANGED22,62422,62400%$3.4M$3.0M-$434.2K2026-10-22
Capital City Trust Co
INCREASED22,43122,364+67+0%$3.4M$3.0M-$420.3K2026-10-22
Central Bank & Trust Co
INCREASED21,96918,669+3,300+18%$2.8M$2.9M+$78.4K2026-10-09
Aspiriant, LLC
INCREASED21,91221,352+560+3%$3.2M$2.9M-$335.7K2026-10-16
Vest Financial, LLC
DECREASED21,76822,016-248-1%$3.3M$2.9M-$455.3K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED21,71721,170+547+3%$3.2M$2.9M-$333.9K2026-10-13
Garrison Bradford & Associates Inc
DECREASED21,69222,615-923-4%$3.4M$2.9M-$556.1K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED21,68119,749+1,932+10%$3.0M$2.9M-$123.4K2026-10-07
Tema Etfs LLC
INCREASED21,67721,273+404+2%$3.2M$2.9M-$354.8K2026-10-16
Valeo Financial Advisors, LLC
INCREASED21,47419,346+2,128+11%$2.9M$2.8M-$89.2K2026-10-08
Trust Co of Toledo NA
INCREASED21,36020,666+694+3%$3.1M$2.8M-$304.8K2026-10-16
RED Cedar Investment Management, LLC
UNCHANGED21,29321,29300%$3.2M$2.8M-$408.6K2026-11-04
Means Investment Co., Inc.
DECREASED21,23421,354-120-1%$3.2M$2.8M-$425.8K2026-11-03
Marion Wealth Management
INCREASED21,17120,233+938+5%$3.1M$2.8M-$264.1K2026-10-22
J. Safra Sarasin Holding AG
DECREASED21,16221,918-756-3%$3.4M$3.2M-$242.3K2026-10-26
First Business Financial Services, Inc.
INCREASED21,11820,159+959+5%$3.1M$2.8M-$260.0K2026-10-29
Grey Ledge Advisors, LLC
INCREASED21,11320,702+411+2%$3.1M$2.8M-$343.0K2026-11-02
Rossmore Private Capital
INCREASED21,04020,443+597+3%$3.1M$2.8M-$313.3K2026-10-27
Ascentis Independent Advisors
INCREASED20,87741+20,836+50820%$6.2K$2.8M+$2.8M2026-11-03
CoreCap Advisors, LLC
DECREASED20,77058,268-37,498-64%$8.8M$2.7M-$6.1M2026-10-08
AlphaCore Capital LLC
DECREASED20,65620,962-306-1%$3.2M$2.7M-$442.7K2026-11-04
V-Square Quantitative Management LLC
INCREASED20,62919,359+1,270+7%$2.9M$2.7M-$203.5K2026-10-15
Secure Asset Management, LLC
NEW20,481—+20,481——$2.7M—2026-10-19
First Financial Bank - Trust Division
DECREASED20,47720,717-240-1%$3.1M$2.7M-$429.3K2026-10-01
Insight Inv LLC
DECREASED20,45920,494-350%$3.1M$2.7M-$397.9K2026-10-27
Valley National Advisers Inc
INCREASED20,4582,593+17,865+689%$392.9K$2.7M+$2.3M2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED20,45421,189-735-3%$3.2M$2.7K-$3.2M2026-10-28
Harbour Capital Advisors, LLC
INCREASED20,34819,988+360+2%$3.0M$2.7M-$332.7K2026-10-13
Associated Banc-Corp
DECREASED20,23320,721-488-2%$3.1M$2.7M-$462.2K2026-10-30
Costello Asset Management, Inc
DECREASED20,08020,120-400%$3.0M$2.7M-$391.4K2026-10-30
Essential Investment Partners LLC
INCREASED20,03719,341+696+4%$2.9M$2.7M-$279.1K2026-10-27
Avantax Planning Partners, Inc.
INCREASED19,90119,831+70+0%$3.0M$2.6M-$371.4K2026-11-03
CenterBook Partners LP
DECREASED19,87169,372-49,501-71%$10.5M$2.6M-$7.9M2026-11-02
Acumen Wealth Advisors, LLC
DECREASED19,86719,925-580%$3.0M$2.6M-$390.0K2026-11-05
Arrow Financial Corp
DECREASED19,70620,146-440-2%$3.1M$2.6M-$444.8K2026-10-26
Sather Financial Group Inc
DECREASED19,43620,403-967-5%$3.1M$2.6M-$519.5K2026-10-30
GAM Holding AG
DECREASED19,43019,514-840%$3.0M$2.6M-$385.6K2026-11-03
TD Private Client Wealth LLC
INCREASED19,33518,286+1,049+6%$2.8M$2.6M-$212.1K2026-10-28
MTM Investment Management, LLC
DECREASED19,14619,245-99-1%$2.9M$2.5M-$382.5K2026-10-30
Cornerstone Wealth Group, LLC
INCREASED19,0596,559+12,500+191%$993.7K$2.5M+$1.5M2026-11-02
Park Edge Advisors, LLC
INCREASED19,03116,142+2,889+18%$2.4M$2.5M+$72.5K2026-10-28
Brighton Jones LLC
DECREASED18,96733,827-14,860-44%$5.1M$2.5M-$2.6M2026-11-03
Certuity, LLC
INCREASED18,81010,826+7,984+74%$1.6M$2.5M+$846.3K2026-11-02
Bdf-Gestion
DECREASED18,63621,000-2,364-11%$1.4M$2.5M+$1.0M2026-10-19
Xcel Wealth Management, LLC
DECREASED18,62118,720-99-1%$2.8M$2.5M-$372.4K2026-10-26
Hudson Canyon Capital Management
DECREASED18,59518,767-172-1%$2.8M$2.5M-$382.9K2026-11-04
Harbor Investment Advisory, LLC
INCREASED18,57018,539+31+0%$2.8M$2.5M-$351.6K2026-10-13
Invera Wealth Advisors, LLC
INCREASED18,50418,065+439+2%$2.7M$2.4M-$288.6K2026-10-28
Atala Financial Inc
UNCHANGED18,33718,33700%$2.8M$2.4M-$351.9K2026-10-22
Concord Wealth Partners
INCREASED18,15215,932+2,220+14%$2.4M$2.4M-$12.0K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED18,14717,828+319+2%$2.7M$2.4M-$299.8K2026-10-08
Perigon Wealth Management, LLC
DECREASED18,13218,225-93-1%$2.8M$2.4M-$362.1K2026-10-22
Brian LOW Financial Group, LLC
INCREASED18,12012,513+5,607+45%$1.9M$2.4M+$501.7K2026-10-28
Cove Private Wealth, LLC
INCREASED18,10618,039+67+0%$2.7M$2.4M-$337.3K2026-10-28
Hartford Financial Management Inc.
INCREASED18,07617,792+284+2%$2.7M$2.4M-$303.8K2026-10-21
Jefferies Financial Group Inc.
DECREASED17,95850,345-32,387-64%$7.6M$2.4M-$5.3M2026-11-05
Nvwm, LLC
INCREASED17,75817,377+381+2%$2.6M$2.3M-$283.0K2026-10-14
Biltmore Family Office, LLC
INCREASED17,74817,672+76+0%$2.7M$2.3M-$329.1K2026-11-03
LS Investment Advisors, LLC
DECREASED17,73930,096-12,357-41%$4.6M$2.3M-$2.2M2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED17,70756,499-38,792-69%$8.6M$2.3M-$6.2M2026-10-16
AGP Franklin, LLC
INCREASED17,70115,454+2,247+15%$2.3M$2.3M+$7122026-11-04
Retirement Guys Formula LLC
INCREASED17,69614,414+3,282+23%$2.2M$2.3M+$157.7K2026-10-26
Promethium Advisors,llc
INCREASED17,62217,302+320+2%$2.6M$2.3M-$289.7K2026-10-19
Great Lakes Retirement, Inc.
INCREASED17,54717,275+272+2%$2.6M$2.3M-$295.5K2026-10-26
Burns J W & Co Inc
DECREASED17,33517,881-546-3%$2.7M$2.3M-$415.4K2026-10-20
Trust Investment Advisors
INCREASED17,28616,523+763+5%$2.5M$2.3M-$216.1K2026-10-20
Vivid Wealth Management, LLC
DECREASED17,21617,387-171-1%$2.6M$2.3M-$356.3K2026-10-27
Joel Isaacson & Co., LLC
INCREASED17,17816,532+646+4%$2.5M$2.3M-$231.9K2026-11-05
Signal Advisors Wealth, LLC
DECREASED17,04417,344-300-2%$2.6M$2.3M-$372.6K2026-10-13
S.A. Mason LLC
UNCHANGED16,89116,89100%$2.6M$2.2M-$324.1K2026-10-13
Shuttleworth & Co
DECREASED16,81516,835-200%$2.6M$2.2M-$325.7K2026-10-30
BAR Harbor Wealth Management
DECREASED16,72274,648-57,926-78%$11.3M$2.2M-$9.1M2026-10-21
Klingman & Associates, LLC
INCREASED16,50515,154+1,351+9%$2.3M$2.2M-$112.1K2026-10-20
Evergreen Capital Management LLC
DECREASED16,42427,066-10,642-39%$4.1M$2.2M-$1.9M2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED16,41113,788+2,623+19%$2.1M$2.2M+$82.4K2026-10-16
Bluedoor Private Wealth, LLC
DECREASED16,27716,337-600%$2.5M$2.2M-$321.4K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED16,26114,784+1,477+10%$2.2M$2.2M-$88.2K2026-10-23
Premier Path Wealth Partners, LLC
DECREASED16,21016,461-251-2%$2.5M$2.1M-$349.2K2026-10-16
Caliber Wealth Management, LLC / KS
DECREASED16,18216,723-541-3%$2.5M$2.1M-$392.4K2026-11-04
Venture Visionary Partners LLC
DECREASED16,03118,392-2,361-13%$2.8M$2.1M-$665.3K2026-10-07
Flagship Harbor Advisors, LLC
INCREASED15,98515,521+464+3%$2.4M$2.1M-$236.4K2026-10-26
Sanders Morris Harris LLC
NEW15,924—+15,924——$2.1M—2026-10-14
University of Texas S AM Investment Management Co
INCREASED15,9158,548+7,367+86%$1.3M$2.1M+$810.7K2026-11-03
Lantern Wealth Advisors, LLC
INCREASED15,71714,467+1,250+9%$2.2M$2.1M-$112.2K2026-10-22
Fiduciary Alliance LLC
INCREASED15,71214,893+819+6%$2.3M$2.1M-$177.5K2026-10-13
Central Pacific Bank - Trust Division
DECREASED15,63723,372-7,735-33%$3.5M$2.1M-$1.5M2026-10-06
Iowa State Bank
INCREASED15,50014,851+649+4%$2.2M$2.1M-$199.1K2026-10-06
Moody National Bank Trust Division
INCREASED15,19612,124+3,072+25%$1.8M$2.0M+$173.8K2026-10-06
Lanark Financial, Inc.
DECREASED15,18515,853-668-4%$2.4M$2.0M-$392.7K2026-10-26
Bell Asset Management Ltd
NEW15,122—+15,122——$2.0M—2026-10-08
CrossGen Wealth, LLC
INCREASED15,04714,147+900+6%$2.1M$2.0M-$152.4K2026-10-30
Connecticut Wealth Management, LLC
DECREASED14,94315,692-749-5%$2.4M$2.0M-$400.2K2026-10-13
71 West Capital Partners
INCREASED14,71513,596+1,119+8%$2.1M$1.9M-$112.9K2026-11-04
Profund Advisors LLC
INCREASED14,63913,819+820+6%$2.1M$1.9M-$156.7K2026-10-29
Romano Brothers and Company
INCREASED14,58514,275+310+2%$2.2M$1.9M-$232.9K2026-10-22
Ameliora Wealth Management Ltd.
DECREASED14,46322,173-7,710-35%$3.4M$1.9M-$1.4M2026-10-23
Aries Wealth Management
UNCHANGED14,45014,45000%$2.2M$1.9M-$277.3K2026-10-23
Claro Advisors Inc.
DECREASED14,26814,627-359-2%$2.2M$1.9M-$328.2K2026-11-02
Fire Capital Management LLC
INCREASED14,2533,718+10,535+283%$563.3K$1.9M+$1.3M2026-10-27
1620 Investment Advisors, Inc.
DECREASED14,23915,015-776-5%$2.3M$1.9M-$390.8K2026-11-04
Commonwealth Retirement Investments LLC
INCREASED14,14713,736+411+3%$2.1M$1.9M-$209.2K2026-10-26
Summit Asset Management, LLC
DECREASED14,14214,229-87-1%$2.2M$1.9M-$284.6K2026-11-05
Norway Savings Bank
INCREASED14,00413,668+336+2%$2.1M$1.9M-$217.8K2026-10-20
Community Financial Services Group, LLC
DECREASED13,91521,773-7,858-36%$3.3M$1.9M-$1.4M2026-10-15
Angeles Wealth Management, LLC
DECREASED13,86814,672-804-5%$2.2M$1.8M-$387.9K2026-10-26
Triasima Portfolio Management inc.
DECREASED13,84874,259-60,411-81%$11.3M$1.8M-$9.4M2026-10-15
Strategic Advisors LLC
INCREASED13,8447,684+6,160+80%$1.2M$1.8M+$667.5K2026-10-13
Waterway Wealth Management, LLC
INCREASED13,7235,019+8,704+173%$760.4K$1.8M+$1.1M2026-10-28
Concord Asset Management, LLC
DECREASED13,64314,062-419-3%$2.1M$1.8M-$325.3K2026-11-02
Chicago Partners Investment Group LLC
DECREASED13,44014,530-1,090-7%$2.2M$1.9M-$280.4K2026-10-27
Valley Brook Capital Group, Inc.
DECREASED13,25213,327-75-1%$2.0M$1.8M-$265.6K2026-10-26
Lebenthal Global Advisors, LLC
INCREASED13,2388,016+5,222+65%$1.2M$1.8M+$537.2K2026-10-28
Sowell Financial Services LLC
DECREASED13,18413,400-216-2%$2.0M$1.7M-$285.7K2026-10-23
Fishman JAY A LTD
DECREASED13,04014,040-1,000-7%$2.1M$1.7M-$401.7K2026-10-26
RDA Financial Network
INCREASED12,94912,242+707+6%$1.9M$1.7M-$141.4K2026-10-15
Orrstown Financial Services Inc
INCREASED12,94012,833+107+1%$1.9M$1.7M-$232.1K2026-10-14
Clear Trail Advisors, LLC
DECREASED12,90727,909-15,002-54%$4.2M$1.7M-$2.5M2026-10-20
Cornerstone National Bank & Trust Co
DECREASED12,68512,937-252-2%$2.0M$1.7M-$263.4K2026-10-20
Linden Thomas Advisory Services, LLC
DECREASED12,62012,704-84-1%$1.9M$1.7M-$254.9K2026-10-19
Mainstream Capital Management LLC
INCREASED12,61612,340+276+2%$1.9M$1.7M-$200.3K2026-10-23
Aaron Wealth Advisors LLC
DECREASED12,57819,688-7,110-36%$3.0M$1.7M-$1.3M2026-10-13
Great Diamond Partners, LLC
DECREASED12,57812,888-310-2%$2.0M$1.7M-$288.3K2026-10-13
Boltwood Capital Management
INCREASED12,52612,209+317+3%$1.8M$1.7M-$192.3K2026-10-02
Jacobi Capital Management LLC
INCREASED12,47012,335+135+1%$1.9M$1.7M-$218.7K2026-11-05
KCM Investment Advisors LLC
DECREASED12,46214,168-1,706-12%$2.1M$1.6M-$497.6K2026-10-27
TigerOak Management, L.L.C.
INCREASED12,43012,375+55+0%$1.9M$1.6M-$230.2K2026-10-23
Trust Asset Management LLC
UNCHANGED12,40912,40900%$1.9M$1.6M-$238.1K2026-11-03
Tower Trust & Investment Co
INCREASED12,37012,168+202+2%$1.8M$1.6M-$206.8K2026-10-28
CogentBlue Wealth Advisors, LLC
DECREASED12,35913,377-1,018-8%$2.0M$1.6M-$391.4K2026-10-09
Private Trust Co NA
DECREASED12,34913,540-1,191-9%$2.1M$1.6M-$417.4K2026-10-20
WT Wealth Management
DECREASED12,32613,206-880-7%$2.0M$1.6M-$369.8K2026-10-13
Everhart Financial Group, Inc.
DECREASED12,31014,590-2,280-16%$2.2M$1.6M-$581.7K2026-10-08
Blue Trust, Inc.
INCREASED12,26710,080+2,187+22%$1.5M$1.6M+$95.9K2026-10-15
BayBridge Capital Group, LLC
INCREASED12,26512,161+104+1%$1.8M$1.6M-$219.6K2026-10-13
Tempus Wealth Planning, LLC
DECREASED12,22812,653-425-3%$1.9M$1.6M-$299.0K2026-10-14
Shaker Investments LLC
INCREASED12,22012,216+4+0%$1.9M$1.6M-$233.9K2026-11-05
Obermeyer Wealth Partners
INCREASED12,18912,119+70+1%$1.8M$1.6M-$223.3K2026-10-21
Montecito Bank & Trust
INCREASED12,14011,790+350+3%$1.8M$1.6M-$179.9K2026-10-01
Comprehensive Financial Consultants Institutional, Inc.
INCREASED12,02211,523+499+4%$1.7M$1.6M-$155.1K2026-10-15
Harfst & Associates, Inc.
INCREASED11,88811,257+631+6%$1.7M$1.6M-$132.6K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED11,81814,113-2,295-16%$2.1M$1.6M-$574.5K2026-11-04
Principle Wealth Partners LLC
DECREASED11,66312,087-424-4%$1.8M$1.5M-$288.0K2026-11-02
Mission Wealth Management, LP
DECREASED11,65036,417-24,767-68%$5.5M$1.5M-$4.0M2026-10-15
Heck Capital Advisors, LLC
NEW11,442—+11,442——$1.5M—2026-10-14
Chicago Capital, LLC
DECREASED11,38019,427-8,047-41%$2.9M$1.5M-$1.4M2026-10-13
Union Savings Bank
INCREASED11,35510,882+473+4%$1.6M$1.5M-$146.3K2026-10-14
Bigelow Investment Advisors, LLC
INCREASED11,22410,791+433+4%$1.6M$1.5M-$149.8K2026-10-13
Harrell Investment Partners, LLC
DECREASED11,16811,780-612-5%$1.8M$1.5M-$307.2K2026-10-15
Y.D. More Investments Ltd
DECREASED11,14511,199-540%$1.7M$1.5M-$213.9K2026-11-02
Legacy Wealth Asset Management, LLC
INCREASED11,10210,038+1,064+11%$1.5M$1.5M-$51.9K2026-10-09
Baskin Financial Services Inc.
UNCHANGED11,08011,08000%$1.7K$1.5K-$2132026-10-19
Monte Financial Group, LLC
DECREASED11,02711,104-77-1%$1.7M$1.5M-$288.1K2026-11-02
Pine Haven Investment Counsel, Inc
INCREASED10,98510,533+452+4%$1.6M$1.5M-$142.3K2026-11-02
JFS Wealth Advisors, LLC
DECREASED10,77610,883-107-1%$1.6M$1.4M-$223.0K2026-11-03
Frank, Rimerman Advisors LLC
DECREASED10,64814,881-4,233-28%$2.3M$1.4M-$845.6K2026-10-16
M Holdings Securities, Inc.
NEW10,576—+10,576——$1.5K—2026-11-03
Confluence Wealth Services, Inc.
DECREASED10,48612,152-1,666-14%$1.8M$1.4M-$453.6K2026-11-05
Impact Capital Partners LLC
DECREASED10,35210,544-192-2%$1.6M$1.4M-$227.7K2026-10-22
Cigna Investments Inc
DECREASED10,29310,473-180-2%$1.6M$1.4K-$1.6M2026-10-19
Kathmere Capital Management, LLC
INCREASED10,2029,599+603+6%$1.5M$1.3M-$104.4K2026-10-20
Petros Family Wealth, LLC
INCREASED10,0928,268+1,824+22%$1.3M$1.3M+$82.7K2026-10-28
Ellis Investment Partners, LLC
INCREASED10,02910,002+27+0%$1.5M$1.3M-$188.4K2026-10-21
Fisher Funds Management LTD
NEW10,000—+10,000——$1.3M—2026-10-13
EPG Wealth Management LLC
INCREASED9,9709,353+617+7%$1.4M$1.3M-$97.9K2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED9,9548,920+1,034+12%$1.4M$1.3M-$34.4K2026-10-30
Louisbourg Investments Inc.
DECREASED9,94810,839-891-8%$1.6M$1.3M-$325.9K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED9,9049,974-70-1%$1.5M$1.3M-$200.7K2026-10-20
RFG - Bristol Wealth Advisors, LLC
INCREASED9,8739,868+5+0%$1.5M$1.3M-$188.7K2026-10-09
Prosperity Financial Group, Inc.
INCREASED9,8178,405+1,412+17%$1.3M$1.3M+$25.5K2026-10-29
Fragasso Financial Advisors Inc
INCREASED9,7552,279+7,476+328%$345.2K$1.4M+$1.0M2026-10-13
XXI Wealth, LLC
INCREASED9,7499,725+24+0%$1.5M$1.3M-$183.4K2026-10-22
Campbell Newman Asset Management Inc
DECREASED9,7119,887-176-2%$1.5M$1.3M-$213.0K2026-10-22
Kenora Financial, LLC
DECREASED9,6619,755-94-1%$1.5M$1.3M-$199.6K2026-10-20
Excalibur Management Corp
INCREASED9,6619,622+39+0%$1.5M$1.3M-$179.5K2026-11-02
Patten Group, Inc.
INCREASED9,6219,311+310+3%$1.4M$1.3M-$137.7K2026-10-26
Mill Capital Management, LLC
UNCHANGED9,5509,55000%$1.4M$1.3M-$183.3K2026-10-26
Modera Wealth Management, LLC
INCREASED9,4928,199+1,293+16%$1.2M$1.3M+$13.7K2026-10-28
Indivisible Partners
DECREASED9,47441,021-31,547-77%$6.2M$1.3M-$5.0M2026-10-26
Missouri Trust & Investment Co
DECREASED9,4209,570-150-2%$1.5M$1.2M-$259.4K2026-11-04
Arwa LLC
INCREASED9,3279,231+96+1%$1.4M$1.3M-$109.1K2026-10-21
Third View Private Wealth, LLC
INCREASED9,2887,206+2,082+29%$1.1M$1.2M+$137.2K2026-10-30
Verdence Capital Advisors LLC
DECREASED9,2659,576-311-3%$1.5M$1.2M-$224.9K2026-10-26
Cyr Financial Inc.
INCREASED9,2387,865+1,373+17%$1.2M$1.2M+$30.7K2026-10-16
Oakworth Capital, Inc.
INCREASED9,1739,132+41+0%$1.4M$1.2M-$169.7K2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED9,1489,099+49+1%$1.4M$1.2M-$168.1K2026-10-27
Challenger Wealth Management
DECREASED9,1349,179-450%$1.4M$1.2M-$182.0K2026-10-30
Taylor Frigon Capital Management LLC
DECREASED9,1279,134-70%$1.4M$1.2M-$176.2K2026-10-23
Jackson Square Capital, LLC
DECREASED9,10957,902-48,793-84%$8.8M$1.2M-$7.6M2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED9,1009,175-75-1%$1.4M$1.2M-$186.0K2026-10-21
Manchester Capital Management LLC
DECREASED9,09810,154-1,056-10%$1.5M$1.2M-$334.6K2026-10-22
Soltis Investment Advisors LLC
INCREASED9,0797,536+1,543+20%$1.1M$1.2M+$59.5K2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED8,99711,229-2,232-20%$1.7M$1.2M-$510.8K2026-10-22
Kintegral Advisory, LLC
INCREASED8,9878,937+50+1%$1.4M$1.2M-$164.9K2026-10-16
Hager Investment Management Services, LLC
DECREASED8,97717,728-8,751-49%$2.7M$1.2M-$1.5M2026-11-04
Nippon Life Global Investors Americas, Inc.
DECREASED8,970147,380-138,410-94%$22.3M$1.2M-$21.1M2026-10-29
Woodmont Investment Counsel LLC
INCREASED8,9708,555+415+5%$1.3M$1.2M-$109.3K2026-10-29
Aprio Wealth Management, LLC
DECREASED8,9209,382-462-5%$1.4M$1.2M-$241.2K2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED8,9038,90300%$1.3M$1.3M$02026-10-16
Capital Investment Advisory Services, LLC
DECREASED8,8428,865-230%$1.3M$1.2M-$173.3K2026-10-30
Copeland Capital Management, LLC
INCREASED8,827211+8,616+4083%$32.0K$1.2M+$1.1M2026-10-13
Accurate Wealth Management, LLC
INCREASED8,8067,876+930+12%$1.2M$1.2M+$54.5K2026-10-20
Aspire Private Capital, LLC
INCREASED8,7767,638+1,138+15%$1.2M$1.2M+$4.0K2026-11-05
Csenge Advisory Group
DECREASED8,7518,802-51-1%$1.3M$1.2M-$175.6K2026-11-04
Koshinski Asset Management, Inc.
DECREASED8,7339,241-508-5%$1.4M$1.2M-$244.5K2026-10-29
Parkside Financial Bank & Trust
DECREASED8,7279,331-604-6%$1.4M$1.2M-$259.0K2026-10-27
Arcadia Wealth Management, LLC
DECREASED8,7238,780-57-1%$1.3M$1.2M-$176.1K2026-10-22
LEE Danner & Bass Inc
UNCHANGED8,7088,70800%$1.3M$1.2M-$167.1K2026-10-27
Bank Pictet & Cie (Europe) AG
DECREASED8,64710,541-1,894-18%$1.6M$1.1M-$452.9K2026-10-20
Breakwater Capital Group
DECREASED8,6208,718-98-1%$1.3M$1.1M-$180.3K2026-10-09
Thrive Wealth Management, LLC
DECREASED8,5138,819-306-3%$1.3M$1.1M-$209.8K2026-10-13
Baker Ellis Asset Management LLC
DECREASED8,4759,475-1,000-11%$1.4M$1.1M-$314.1K2026-10-14
Greenspring Advisors, LLC
INCREASED8,4204,661+3,759+81%$706.1K$1.1M+$407.9K2026-11-05
Alhambra Investment Management LLC
DECREASED8,3928,434-420%$1.3M$1.1M-$167.4K2026-10-15
Key FInancial Inc
INCREASED8,3768,106+270+3%$1.2M$1.1M-$119.8K2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED8,3669,095-729-8%$1.4M$1.1M-$271.0K2026-10-05
Trueblood Wealth Management, LLC
DECREASED8,3648,514-150-2%$1.3M$1.1M-$183.2K2026-10-23
Howard Capital Management, LLC
INCREASED8,3538,307+46+1%$1.3M$1.1M-$153.3K2026-10-16
StoneX Group Inc.
INCREASED8,3435,922+2,421+41%$897.1K$1.1M+$207.0K2026-11-03
Acropolis Investment Management, LLC
DECREASED8,3068,687-381-4%$1.3M$1.1M-$217.1K2026-10-08
Sawgrass Asset Management LLC
DECREASED8,2938,386-93-1%$1.3M$1.1M-$173.2K2026-11-03
International Assets Investment Management, LLC
DECREASED8,2618,890-629-7%$1.3M$1.1M-$242.0K2026-11-02
Ashton Thomas Securities, LLC
DECREASED8,22010,071-1,851-18%$1.5M$1.1M-$436.7K2026-10-26
Tranquility Partners, LLC
DECREASED8,2158,547-332-4%$1.3M$1.1M-$207.9K2026-10-20
Platform Technology Partners
DECREASED8,1909,526-1,336-14%$1.4M$1.1M-$359.5K2026-11-02
Lecap Asset Management LTD
INCREASED8,1624,364+3,798+87%$661.1K$1.1M+$418.8K2026-10-27
Clear Harbor Asset Management, LLC
INCREASED8,1586,378+1,780+28%$966.3K$1.1M+$113.1K2026-11-05
Midland Wealth Advisors, LLC
DECREASED8,1158,688-573-7%$1.3M$1.1M-$242.5K2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED8,10911,023-2,914-26%$1.7M$1.1M-$597.1K2026-10-14
General Partner, Inc.
UNCHANGED8,0948,09400%$1.2M$1.1M-$155.3K2026-10-05
McAdam, LLC
DECREASED8,0839,081-998-11%$1.4M$1.1M-$306.3K2026-10-21
Bison Wealth, LLC
INCREASED8,0557,994+61+1%$1.2M$1.1M-$66.4K2026-10-13
Legacy Financial Independent Advisors LLC
INCREASED8,0113,014+4,997+166%$456.6K$1.1M+$603.3K2026-11-02
SAX Wealth Advisors, LLC
INCREASED7,9884,429+3,559+80%$707.3K$1.1M+$349.6K2026-10-13
Bennett Selby Investments LP
UNCHANGED7,9887,98800%$1.2M$1.1M-$153.3K2026-10-19
Advisor OS, LLC
INCREASED7,9697,761+208+3%$1.2M$1.1M-$121.5K2026-11-03
Monument Capital Management
INCREASED7,9027,691+211+3%$1.2M$1.0M-$119.7K2026-10-09
Alta Advisers Ltd
INCREASED7,8354,376+3,459+79%$663.0K$1.0M+$373.7K2026-11-02
Linscomb Wealth, Inc.
INCREASED7,8267,809+17+0%$1.2M$1.0M-$147.6K2026-11-05
Evermay Wealth Management LLC
DECREASED7,8038,105-302-4%$1.2M$1.0M-$195.5K2026-11-05
Grove Bank & Trust
DECREASED7,7937,795-20%$1.2M$1.0M-$149.9K2026-10-08
Pines Wealth Management, LLC
INCREASED7,7807,672+108+1%$1.2M$1.0M-$132.9K2026-10-21
Floyd Financial Group LLC
INCREASED7,7656,795+970+14%$1.0M$1.1M+$77.1K2026-10-28
Stableford Capital II LLC
INCREASED7,7596,736+1,023+15%$1.0M$1.0M+$6.1K2026-10-09
Commons Capital, LLC
INCREASED7,7397,467+272+4%$1.1M$1.0M-$107.2K2026-11-05
Paradigm Asset Management Co LLC
DECREASED7,7009,410-1,710-18%$1.4M$1.0M-$406.8K2026-11-05
Deseret Mutual Benefit Administrators
DECREASED7,6827,826-144-2%$1.2M$1.0M-$169.2K2026-11-04
Triangle Securities Wealth Management
INCREASED7,6477,392+255+3%$1.1M$1.0M-$108.1K2026-10-14
OmniStar Financial Group, Inc.
INCREASED7,5597,035+524+7%$1.1M$1.0M-$65.6K2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED7,5567,560-40%$1.1M$999.7K-$145.6K2026-10-27
PDS Planning, Inc
INCREASED7,4797,187+292+4%$1.1M$989.5K-$99.3K2026-11-03
MBL Wealth, LLC
INCREASED7,4686,924+544+8%$1.0M$988.1K-$60.9K2026-10-22
Balefire, LLC
INCREASED7,4564,344+3,112+72%$658.2K$986.6K+$328.4K2026-10-09
Perpetual Ltd
DECREASED7,4477,709-262-3%$1.2M$985.3K-$182.6K2026-10-13
Fiduciary Family Office, LLC
DECREASED7,4437,705-262-3%$1.2M$984.7K-$182.7K2026-11-04
Krilogy Financial LLC
DECREASED7,42214,481-7,059-49%$2.2M$1.1M-$1.1M2026-10-13
Armstrong Henry H Associates Inc
DECREASED7,3827,682-300-4%$1.2M$976.7K-$187.1K2026-10-07
Wright Investors Service Inc
DECREASED7,2687,445-177-2%$1.1M$961.6K-$166.3K2026-11-02
Naples Global Advisors, LLC
INCREASED7,2537,092+161+2%$1.1M$959.6K-$114.8K2026-11-05
Gryphon Financial Partners LLC
INCREASED7,1607,051+109+2%$1.1M$947.4K-$120.8K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED7,1386,572+566+9%$995.7K$944.4K-$51.3K2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
DECREASED7,12511,246-4,121-37%$1.7M$942.7K-$761.1K2026-10-23
Sageworth Trust Co
UNCHANGED7,1237,12300%$1.1M$942.4K-$136.7K2026-10-30
Formidable Asset Management, LLC
DECREASED7,0847,479-395-5%$1.2M$1.1M-$121.1K2026-11-03
Sunpointe, LLC
DECREASED7,0568,621-1,565-18%$1.3M$933.5K-$372.6K2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED6,9907,093-103-1%$1.1M$924.8K-$149.7K2026-11-02
Summit Global Investments
INCREASED6,8856,792+93+1%$1.0M$911-$1.0M2026-10-28
Gilliland Jeter Wealth Management LLC
INCREASED6,8596,849+10+0%$1.0M$907.5K-$130.1K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED6,8377,216-379-5%$1.1M$904.6K-$188.6K2026-10-21
Lineweaver Wealth Advisors, LLC
NEW6,832—+6,832——$903.9K—2026-10-13
Rudd Co d/b/a Styre Wealth
NEW6,817—+6,817——$1.0M—2026-10-29
HUB Investment Partners, LLC
DECREASED6,7429,528-2,786-29%$1.4M$892.0K-$551.6K2026-11-03
Stillwater Wealth Management Group
DECREASED6,72124,251-17,530-72%$3.7M$889.3K-$2.8M2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED6,7146,875-161-2%$1.0M$888.3K-$153.2K2026-10-27
Capital Investment Advisors, LLC
DECREASED6,6946,958-264-4%$1.1M$885.7K-$168.4K2026-10-22
Realta Investment Advisors
DECREASED6,6447,122-478-7%$1.1M$879.1K-$199.9K2026-10-14
Rossby Financial, LCC
INCREASED6,5696,530+39+1%$989.3K$869.1K-$120.2K2026-11-05
Chicago Trust Co NA
INCREASED6,5524,169+2,383+57%$631.6K$866.9K+$235.3K2026-10-28
Nations Financial Group Inc,
INCREASED6,5451,887+4,658+247%$285.9K$866.0K+$580.1K2026-11-05
Apella Capital, LLC
INCREASED6,5396,204+335+5%$956.2K$907.7K-$48.5K2026-10-08
InTrack Investment Management Inc
INCREASED6,5365,884+652+11%$891.5K$864.8K-$26.7K2026-10-15
Financial Management Professionals, Inc.
DECREASED6,4776,542-65-1%$991.1K$857.0K-$134.2K2026-10-23
First Bank & Trust
DECREASED6,4606,884-424-6%$1.0M$854.7K-$188.2K2026-10-19
Lewis Asset Management, LLC
INCREASED6,4146,156+258+4%$932.6K$848.7K-$84.0K2026-10-14
3Chopt Investment Partners, LLC
INCREASED6,4125,149+1,263+25%$780.1K$848.4K+$68.3K2026-10-30
Waycross Partners, LLC
NEW6,405—+6,405——$847.4K—2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED6,3952,130+4,265+200%$322.7K$846.1K+$523.4K2026-10-16
Kornitzer Capital Management Inc
UNCHANGED6,3596,35900%$963.4K$841.4K-$122.0K2026-11-03
Arlington Trust Co LLC
INCREASED6,3542,442+3,912+160%$370.0K$840.7K+$470.7K2026-10-20
Argus Investors' Counsel, Inc.
DECREASED6,3356,354-190%$962.6K$838.2K-$124.4K2026-10-09
Sage Private Wealth Group, LLC
INCREASED6,2826,072+210+3%$919.9K$831.2K-$88.7K2026-10-21
Iams Wealth Management, LLC
INCREASED6,2814,530+1,751+39%$686.5K$831.1K+$144.7K2026-10-15
Bluesphere Advisors LLC
UNCHANGED6,1586,15800%$932.9K$814.8K-$118.2K2026-10-19
CWA Asset Management Group, LLC
DECREASED6,1148,249-2,135-26%$1.2M$808.9K-$440.9K2026-10-19
Channing Global Advisors, LLC
INCREASED6,1075,821+286+5%$881.9K$808.0K-$73.9K2026-11-03
Advocate Investing Services LLC
DECREASED6,1056,206-101-2%$940.2K$807.7K-$132.5K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED6,0473,553+2,494+70%$538.3K$800.1K+$261.8K2026-10-30
Canandaigua National Trust Co of Florida
NEW6,036—+6,036——$798.6K—2026-10-07
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED6,0246,02400%$912.6K$797.0K-$115.6K2026-10-13
Progressive Investment Management Corp
UNCHANGED5,9755,97500%$905.2K$790.6K-$114.7K2026-10-26
KRS Capital Management, LLC
INCREASED5,9695,940+29+0%$900.0K$789.8K-$110.2K2026-10-16
SS&H Financial Advisors, Inc.
UNCHANGED5,9555,95500%$902.0K$788-$901.2K2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED5,8805,092+788+15%$771.5K$777.9K+$6.4K2026-10-19
Beverly Hills Private Wealth, LLC
INCREASED5,8775,123+754+15%$776.2K$777.6K+$1.4K2026-11-04
Newman Dignan & Sheerar, Inc.
DECREASED5,8555,880-250%$890.8K$774.7K-$116.1K2026-10-21
Tobam
INCREASED5,7915,056+735+15%$766.0K$766-$765.2K2026-11-03
Equitable Trust Co
DECREASED5,7905,818-280%$881.4K$766.1K-$115.4K2026-10-13
Finivi Inc.
INCREASED5,7705,582+188+3%$845.7K$763.4K-$82.2K2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED5,7655,76500%$873.4K$762.8K-$110.6K2026-10-21
J.Safra Asset Management Corp
INCREASED5,7185,712+6+0%$865.4K$756.6K-$108.8K2026-11-03
First National Bank Sioux Falls
DECREASED5,6995,895-196-3%$928.3K$754.0K-$174.3K2026-10-13
Evansbrook LLC
INCREASED5,6895,599+90+2%$848.2K$752.7K-$95.5K2026-10-16
Primoris Wealth Advisors, LLC
DECREASED5,6846,483-799-12%$982.2K$752.1K-$230.1K2026-10-28
Waldron Private Wealth LLC
DECREASED5,6767,199-1,523-21%$1.1M$751.0K-$339.7K2026-11-02
Sterling Investment Advisors, Ltd.
UNCHANGED5,6555,65500%$856.7K$748.2K-$108.5K2026-10-27
Hohimer Wealth Management, LLC
INCREASED5,6545,340+314+6%$809.0K$748.0K-$61.0K2026-11-04
Meadowbrook Wealth Management, LLC
DECREASED5,6286,028-400-7%$912.3K$744.6K-$167.7K2026-10-08
Golden Reserve Retirement LLC
INCREASED5,6224,007+1,615+40%$607.1K$743.8K+$136.8K2026-11-02
First Nebraska Trust Co
UNCHANGED5,6045,60400%$849.0K$741.5K-$107.5K2026-10-30
Asset Advisory Group, Inc.
INCREASED5,5865,581+5+0%$845.5K$739.0K-$106.4K2026-10-20
Norden Group LLC
DECREASED5,5087,084-1,576-22%$1.1M$728.8K-$344.4K2026-10-20
Vann Equity Management LLC
DECREASED5,4755,525-50-1%$837.0K$724.4K-$112.6K2026-10-08
Texas Bank & Trust Co
INCREASED5,4745,471+3+0%$828.9K$724.3K-$104.6K2026-11-04
Valley Wealth Managers, Inc.
INCREASED5,4645,140+324+6%$778.7K$722.9K-$55.8K2026-10-09
Berkeley, Inc
DECREASED5,4556,430-975-15%$974.1K$721.7K-$252.3K2026-10-20
Mechanics Bank Trust Department
INCREASED5,4435,363+80+1%$812.5K$720.2K-$92.3K2026-10-13
Legacy Bridge, LLC
UNCHANGED5,4235,42300%$821.6K$717.5K-$104.1K2026-10-28
Moneco Advisors, LLC
DECREASED5,4225,858-436-7%$887.6K$717.4K-$170.1K2026-11-05
Triad Wealth Partners, LLC
INCREASED5,3953,846+1,549+40%$605.8K$713.8K+$108.1K2026-10-26
Occidental Asset Management, LLC
INCREASED5,3665,178+188+4%$784.5K$710.0K-$74.5K2026-11-05
Colton Groome Financial Advisors, LLC
UNCHANGED5,3485,34800%$810.2K$707.6K-$102.6K2026-10-06
Schuylkill Financial LLC
INCREASED5,3255,062+263+5%$766.9K$704.5K-$62.4K2026-10-21
Childress Capital Advisors, LLC
DECREASED5,3096,332-1,023-16%$959.3K$702.5K-$256.8K2026-10-28
Foster Dykema Cabot & Partners, LLC
DECREASED5,2885,388-100-2%$816.3K$699.7K-$116.6K2026-10-30
SeaCrest Wealth Management, LLC
DECREASED5,2075,273-66-1%$798.9K$688.9K-$110.0K2026-10-21
Radnor Capital Management, LLC
UNCHANGED5,2005,20000%$787.8K$688.0K-$99.8K2026-10-23
Axxcess Wealth Management, LLC
DECREASED5,16228,223-23,061-82%$4.3M$682.9K-$3.6M2026-10-21
W.H. Cornerstone Investments Inc.
DECREASED5,1595,184-250%$785.4K$682.5K-$102.9K2026-11-03
Nilsine Partners, LLC
DECREASED5,1516,097-946-16%$923.7K$681.5K-$242.2K2026-11-02
Cohen Capital Management, Inc.
UNCHANGED5,0965,09600%$772.0K$674.3K-$97.8K2026-10-14
Integrity Alliance, Llc.
INCREASED5,0754,796+279+6%$726.6K$671.5K-$55.1K2026-10-29
Hutchens & Kramer Investment Management Group, LLC
DECREASED5,0615,941-880-15%$900.0K$669.6K-$230.4K2026-10-16
Wincap Financial LLC
INCREASED5,0374,224+813+19%$639.9K$666.4K+$26.5K2026-10-20
Partners Wealth Management, LLC
NEW5,034—+5,034——$666.1K—2026-10-28
Clear Creek Financial Management, LLC
INCREASED5,0184,879+139+3%$739.1K$663.9K-$75.2K2026-10-28
Traphagen Investment Advisors LLC
INCREASED5,0104,997+13+0%$757.1K$662.8K-$94.3K2026-10-14
Argonautica Private Wealth Management, Inc
DECREASED4,99011,679-6,689-57%$1.8M$660.2K-$1.1M2026-11-02
Murphy Pohlad Asset Management LLC
DECREASED4,9886,988-2,000-29%$1.1M$660.0K-$398.7K2026-10-22
Curated Wealth Partners LLC
INCREASED4,9762,076+2,900+140%$314.5K$658.4K+$343.9K2026-10-15
Financial Consulate, Inc
DECREASED4,9684,985-170%$755.3K$657.3K-$97.9K2026-10-23
Hilltop National Bank
INCREASED4,9514,853+98+2%$735.2K$655.1K-$80.2K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,9444,960-160%$751.5K$654.3K-$97.3K2026-10-14
Horizon Wealth Management, LLC
INCREASED4,9374,919+18+0%$745.2K$653.2K-$92.0K2026-11-02
Guyasuta Investment Advisors Inc
UNCHANGED4,8824,88200%$739.6K$645.9K-$93.7K2026-10-15
Salem Investment Counselors Inc
INCREASED4,8814,052+829+20%$613.8K$645.8K+$31.9K2026-10-13
Cooper Financial Group
INCREASED4,8804,028+852+21%$610.2K$645.6K+$35.4K2026-10-07
Providence First Trust Co
DECREASED4,8726,155-1,283-21%$932.4K$644.6K-$287.8K2026-11-02
Archford Capital Strategies, LLC
DECREASED4,83828,436-23,598-83%$4.3M$640.1K-$3.7M2026-10-19
KPP Advisory Services LLC
INCREASED4,7994,376+423+10%$663.0K$635.0K-$28.0K2026-10-26
180 Wealth Advisors, LLC
DECREASED4,7924,797-50%$726.8K$634.0K-$92.7K2026-11-03
Franklin Street Advisors Inc
DECREASED4,783196,388-191,605-98%$29.8M$632.8K-$29.1M2026-10-13
Hanson & Doremus Investment Management
UNCHANGED4,7794,77900%$724.0K$632-$723.4K2026-10-16
Trust Point Inc.
DECREASED4,7656,270-1,505-24%$949.9K$630.5K-$319.5K2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED4,7633,422+1,341+39%$518.4K$630.1K+$111.8K2026-10-15
Victory Financial Group, LLC
DECREASED4,6715,284-613-12%$800.6K$618.0K-$182.6K2026-10-27
LVW Advisors, LLC
DECREASED4,6555,041-386-8%$763.7K$615.9K-$147.8K2026-10-19
Strategic Blueprint, LLC
INCREASED4,6543,402+1,252+37%$515.4K$615.8K+$100.4K2026-10-22
Generate Investment Management Ltd
DECREASED4,65042,203-37,553-89%$6.4M$615.2K-$5.8M2026-10-14
Centerpoint Advisors, LLC
DECREASED4,6164,790-174-4%$726.0K$611-$725.4K2026-11-05
Buckhead Capital Management LLC
DECREASED4,6164,646-30-1%$703.9K$610.7K-$93.1K2026-11-03
Insight Wealth Strategies, LLC
INCREASED4,6084,594+14+0%$695.3K$609.6K-$85.7K2026-10-09
Souders Financial Advisors
DECREASED4,6079,520-4,913-52%$1.4M$609.5K-$832.8K2026-11-03
Forza Wealth Management, LLC
UNCHANGED4,6054,60500%$697.7K$609.3K-$88.4K2026-10-20
Sovran Advisors, LLC
DECREASED4,6045,243-639-12%$843.0K$651.0K-$192.0K2026-11-02
Avior Wealth Management, LLC
DECREASED4,5644,689-125-3%$710.4K$603.8K-$106.6K2026-10-13
MFA Wealth Advisors, LLC
DECREASED4,5474,621-74-2%$700.1K$601.6K-$98.5K2026-10-07
Ninety One UK Ltd
NEW4,535—+4,535——$600.0K—2026-10-15
Outlook Wealth Advisors, LLC
DECREASED4,5284,905-377-8%$743.2K$599.1K-$144.1K2026-10-28
Columbia Asset Management
DECREASED4,5274,822-295-6%$730.5K$599.0K-$131.6K2026-10-19
Covenant Asset Management, LLC
INCREASED4,5074,453+54+1%$674.6K$596.3K-$78.3K2026-10-14
StrongBox Wealth, LLC
INCREASED4,5062,977+1,529+51%$451.0K$596.3K+$145.3K2026-11-02
Letson Investment Management, Inc.
UNCHANGED4,4894,48900%$680.1K$593.9K-$86.1K2026-11-05
True North Advisors, LLC
DECREASED4,4835,389-906-17%$816.4K$593.1K-$223.3K2026-10-22
Nautilus Advisors LLC
INCREASED4,4561,985+2,471+124%$300.3K$589.6K+$289.2K2026-10-07
Essex Bank
INCREASED4,4554,029+426+11%$610.4K$589.4K-$21.0K2026-10-16
Flagship Wealth Advisors, LLC
INCREASED4,4254,380+45+1%$663.6K$585.5K-$78.1K2026-11-03
First Affirmative Financial Network
NEW4,412—+4,412——$583.8K—2026-10-21
RFG Advisory, LLC
DECREASED4,3854,860-475-10%$736.3K$580.1K-$156.2K2026-11-03
North Star Investment Management Corp.
INCREASED4,3674,338+29+1%$657.2K$577.8K-$79.4K2026-10-27
Goldstein Advisors, LLC
INCREASED4,3544,119+235+6%$624.0K$576.1K-$48.0K2026-10-15
Legacy Advisors, LLC
DECREASED4,3494,507-158-4%$682.8K$575.4K-$107.4K2026-10-19
BankPlus Wealth Management LLC
INCREASED4,3164,128+188+5%$625.3K$571.2K-$54.1K2026-10-13
Hardworking Capital Advisors, LLC
INCREASED4,3144,052+262+6%$613.9K$570.8K-$43.1K2026-10-20
Cypress Wealth Services, LLC
INCREASED4,3134,290+23+1%$649.9K$591.0K-$58.9K2026-10-21
Silverlake Wealth Management LLC
INCREASED4,3023,883+419+11%$588.3K$569.2K-$19.1K2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED4,2944,180+114+3%$633.5K$568.1K-$65.4K2026-10-14
Plancorp, LLC
INCREASED4,2913,989+302+8%$600.5K$602.1K+$1.6K2026-11-03
Abel Hall, LLC
INCREASED4,2732,897+1,376+48%$438.9K$565.4K+$126.5K2026-10-19
Keystone Financial Planning, Inc.
INCREASED4,2684,253+15+0%$644.3K$564.7K-$79.5K2026-10-08
Sutton Place Investors LLC
INCREASED4,2634,213+50+1%$638.3K$564.0K-$74.2K2026-10-20
Verum Partners LLC
INCREASED4,2094,157+52+1%$629.8K$556.9K-$72.9K2026-10-21
Versant Capital Management, Inc
DECREASED4,2057,571-3,366-44%$1.1M$556.4K-$590.6K2026-10-02
Magnus Financial Group LLC
DECREASED4,2054,336-131-3%$656.8K$556.3K-$100.5K2026-10-21
Argos Wealth Advisors, LLC
INCREASED4,1921,707+2,485+146%$258.6K$554.6K+$296.0K2026-11-02
Balentine LLC
DECREASED4,1894,709-520-11%$713.4K$554.3K-$159.1K2026-11-03
Tandem Investment Partners LLC
INCREASED4,1854,180+5+0%$633.3K$553.7K-$79.6K2026-10-16
Resonant Capital Advisors, LLC
DECREASED4,1655,306-1,141-21%$803.9K$551.1K-$252.8K2026-10-15
Prota Financial, LLC
INCREASED4,1143,942+172+4%$596.6K$549.6K-$47.0K2026-10-08
Rare Wolf Capital LLC
INCREASED4,0893,840+249+6%$581.8K$541.0K-$40.7K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED4,0642,004+2,060+103%$303.6K$537.7K+$234.1K2026-10-15
Cypress Asset Management Inc
UNCHANGED4,0624,06200%$615.4K$537.4K-$78.0K2026-10-09
NTV Asset Management LLC
DECREASED4,0234,324-301-7%$655.1K$532.3K-$122.8K2026-10-23
WealthPlan Investment Management, LLC
DECREASED4,0084,769-761-16%$722.6K$530.3K-$192.2K2026-10-15
Olistico Wealth, LLC
UNCHANGED4,0034,00300%$606.5K$529.6K-$76.8K2026-10-05
Chemung Canal Trust Co
DECREASED3,9564,915-959-20%$744.6K$523.4K-$221.2K2026-11-04
Anchyra Partners LLC
INCREASED3,9293,702+227+6%$560.9K$519.8K-$41.0K2026-10-13
Ejmk Ventures LLC
DECREASED3,9225,216-1,294-25%$790.2K$518.9K-$271.3K2026-10-21
Zega Investments, LLC
DECREASED3,9187,113-3,195-45%$1.1M$518.4K-$559.2K2026-11-04
Eagle Bluffs Wealth Management LLC
UNCHANGED3,8703,87000%$586.3K$512.0K-$74.3K2026-10-20
Coerente Capital Management
UNCHANGED3,8553,85500%$584.0K$510.1K-$74.0K2026-10-29
Kroeger Financial Partners
UNCHANGED3,8443,84400%$582.4K$508.6K-$73.8K2026-10-19
Gratus Wealth Advisors, LLC
NEW3,820—+3,820——$505.4K—2026-10-26
Peddock Capital Advisors, LLC
UNCHANGED3,8023,80200%$576.0K$503.0K-$73.0K2026-10-16
Oslo Pensjonsforsikring AS
INCREASED3,7993,129+670+21%$474.0K$502.6K+$28.6K2026-10-15
FSM Wealth Advisors, LLC
DECREASED3,7883,942-154-4%$597.2K$525.6K-$71.6K2026-10-27
Kestra Investment Management, LLC
DECREASED3,7724,755-983-21%$720.3K$499.1K-$221.3K2026-11-04
Hengehold Capital Management LLC
DECREASED3,7683,974-206-5%$602.1K$498.6K-$103.5K2026-10-16
Relyea Zuckerberg Hanson LLC
UNCHANGED3,7583,75800%$569.3K$497.2K-$72.0K2026-10-20
Paladin Wealth, LLC
INCREASED3,7563,479+277+8%$527.1K$496.9K-$30.1K2026-10-23
XML Financial, LLC
INCREASED3,7493,697+52+1%$560.1K$496.0K-$64.1K2026-10-29
Hurlow Wealth Management Group, Inc.
DECREASED3,7413,749-80%$568.0K$495.0K-$73.0K2026-10-29
Investment Management Trust, LLC
INCREASED3,7193,685+34+1%$558.3K$492.0K-$66.3K2026-11-05
TFC Financial Management, Inc.
DECREASED3,7093,899-190-5%$590.7K$490.8K-$100.0K2026-10-26
Financial Planning Hawaii, Inc.
DECREASED3,6843,944-260-7%$597.5K$487.4K-$110.1K2026-10-13
Martin Capital Advisors, LLP
INCREASED3,6813,445+236+7%$521.9K$487.0K-$34.9K2026-10-15
Quadcap Wealth Management, LLC
DECREASED3,6623,832-170-4%$580.6K$484.5K-$96.0K2026-11-02
Verus Financial Partners, Inc.
INCREASED3,6473,626+21+1%$549.3K$482.5K-$66.8K2026-10-29
Chartist Inc
DECREASED3,6463,676-30-1%$556.9K$482.4K-$74.5K2026-11-04
Jacobsen Capital Management
DECREASED3,6423,740-98-3%$566.6K$481.9K-$84.7K2026-10-27
Raleigh Capital Management Inc.
DECREASED3,5923,631-39-1%$550.0K$475.3K-$74.8K2026-10-28
First County Bank
DECREASED3,5833,589-60%$543.7K$474.1K-$69.7K2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED3,5795,371-1,792-33%$813.6K$473.5K-$340.1K2026-10-28
Brucke Financial, Inc.
INCREASED3,5653,192+373+12%$483.6K$471.7K-$11.9K2026-10-23
Integrated Advisors Network LLC
INCREASED3,5573,154+403+13%$477.8K$470.6K-$7.2K2026-10-20
Silphium Asset Management Ltd
UNCHANGED3,5523,55200%$538.1K$470.0K-$68.2K2026-10-27
Covestor Ltd
INCREASED3,545201+3,344+1664%$30$469+$4392026-10-30
Citizens National Bank Trust Department
DECREASED3,5283,856-328-9%$584.2K$466.8K-$117.4K2026-11-04
SYM Financial Corp
INCREASED3,5122,870+642+22%$434.8K$464.7K+$29.9K2026-10-26
Busey Bank
INCREASED3,5003,404+96+3%$515.7K$463.1K-$52.6K2026-10-26
Ignite Planners, LLC
INCREASED3,4963,176+320+10%$481.6K$470.5K-$11.1K2026-10-14
Peterson Wealth Services
DECREASED3,4833,504-21-1%$530.9K$460.9K-$70.0K2026-10-26
State of Wyoming
DECREASED3,4774,277-800-19%$648.0K$460.0K-$187.9K2026-10-28
McGlone Suttner Wealth Management, Inc.
DECREASED3,4703,483-130%$527.6K$459.1K-$68.5K2026-10-13
Malaga Cove Capital, LLC
NEW3,468—+3,468——$458.9K—2026-10-23
Cromwell Holdings LLC
UNCHANGED3,4633,46300%$524.6K$458.2K-$66.5K2026-10-28
Hunter Associates Investment Management LLC
DECREASED3,4553,533-78-2%$537.0K$457-$536.5K2026-10-26
Sky Investment Group LLC
INCREASED3,4462,101+1,345+64%$318.3K$455.9K+$137.6K2026-10-30
High Net Worth Advisory Group LLC
DECREASED3,4383,618-180-5%$548.3K$455.0K-$93.3K2026-10-26
Emergent Wealth Advisors, LLC
INCREASED3,4001,750+1,650+94%$374.1K$449.8K+$75.8K2026-10-09
Cullen Investment Group, Ltd.
DECREASED3,3783,505-127-4%$531.0K$479.5K-$51.5K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED3,3772,202+1,175+53%$333.8K$446.8K+$113.0K2026-10-13
Princeton Capital Management LLC
DECREASED3,3733,374-10%$511.2K$446.3K-$64.9K2026-10-27
Pinion Investment Advisors, LLC
DECREASED3,3673,604-237-7%$546.0K$445.5K-$100.5K2026-11-04
Fairvoy Private Wealth, LLC
DECREASED3,35722,338-18,981-85%$3.4M$444.1K-$2.9M2026-10-19
Balboa Wealth Partners
DECREASED3,3514,556-1,205-26%$690.2K$443.4K-$246.9K2026-10-20
Atwood & Palmer Inc
DECREASED3,3503,650-300-8%$553.0K$443.2K-$109.7K2026-10-08
Dymon Asia Capital (Singapore) Pte. Ltd.
UNCHANGED3,3503,35000%$507.5K$443.2K-$64.3K2026-11-04
Income Insurance Ltd
UNCHANGED3,3373,33700%$505.6K$441.5K-$64.0K2026-10-21
Roman Butler Fullerton & Co
INCREASED3,3363,329+7+0%$501.2K$491.6K-$9.5K2026-10-27
ZWJ Investment Counsel Inc
DECREASED3,3273,389-62-2%$513.4K$440.2K-$73.2K2026-10-15
MCF Advisors LLC
DECREASED3,2954,329-1,034-24%$655.8K$435.9K-$219.9K2026-10-28
First United Bank & Trust
DECREASED3,2913,326-35-1%$503.9K$435.4K-$68.5K2026-10-22
American Capital Advisory, LLC
DECREASED3,2853,311-26-1%$501.6K$434.6K-$67.0K2026-10-28
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,2693,26900%$495.3K$432.5K-$62.7K2026-10-26
Global Financial Private Client, LLC
DECREASED3,2683,346-78-2%$506.9K$432.4K-$74.5K2026-10-15
Syverson Strege & Co
DECREASED3,2613,380-119-4%$512.1K$431.5K-$80.6K2026-11-02
Americana Partners, LLC
DECREASED3,2565,480-2,224-41%$830.3K$430.8K-$399.5K2026-10-28
Trust Co of the South
DECREASED3,2463,363-117-3%$509.5K$429.5K-$80.0K2026-10-21
Durante & Waters, LLC
INCREASED3,2443,133+111+4%$474.7K$429.2K-$45.4K2026-10-28
United Advisor Group, LLC
INCREASED3,2232,731+492+18%$413.7K$426.4K+$12.7K2026-11-03
Aviance Capital Partners, LLC
UNCHANGED3,2183,21800%$487.5K$425.8K-$61.8K2026-10-29
Lake Street Private Wealth, LLC
DECREASED3,1873,418-231-7%$517.8K$421.7K-$96.2K2026-10-22
Symphony Financial, Ltd. Co.
DECREASED3,1844,242-1,058-25%$641.9K$422.9K-$219.0K2026-10-22
Wealth Dimensions Group, Ltd.
INCREASED3,1813,114+67+2%$471.7K$420.8K-$50.9K2026-11-02
Kelly Financial Services LLC
INCREASED3,1803,078+102+3%$466.4K$420.7K-$45.7K2026-10-20
Global Assets Advisory, LLC
DECREASED3,1653,175-100%$481.3K$427.4K-$53.9K2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED3,1593,088+71+2%$467.8K$418.0K-$49.9K2026-10-15
Mcdonald Partners LLC
UNCHANGED3,1513,15100%$477.4K$416.9K-$60.5K2026-11-03
Barry Investment Advisors, LLC
INCREASED3,1241,628+1,496+92%$246.6K$413.3K+$166.7K2026-10-14
Heartwood Wealth Advisors LLC
INCREASED3,1062,942+164+6%$445.7K$411.0K-$34.8K2026-10-05
Rosenberg Matthew Hamilton
INCREASED3,1032,456+647+26%$372.1K$410.6K+$38.5K2026-10-05
Facet Wealth, Inc.
DECREASED3,1014,820-1,719-36%$730.3K$410.3K-$319.9K2026-11-04
Milestone Asset Management, LLC
UNCHANGED3,1003,10000%$469.7K$410.2K-$59.5K2026-10-15
Insight Advisors, LLC/ PA
DECREASED3,0973,197-100-3%$484.4K$409.8K-$74.6K2026-10-22
South Shore Capital Advisors
INCREASED3,0923,091+1+0%$468.3K$409.1K-$59.1K2026-10-20
TKG Advisors, LLC
DECREASED3,0794,407-1,328-30%$667.7K$407.4K-$260.3K2026-11-02
Eads & Heald Wealth Management
DECREASED3,0623,742-680-18%$566.9K$405.1K-$161.8K2026-10-29
Blossom Wealth Management
INCREASED3,0623,000+62+2%$454.5K$405.1K-$49.4K2026-11-03
Richardson Financial Services Inc.
DECREASED3,0585,148-2,090-41%$779.9K$404.6K-$375.3K2026-10-30
Asio Capital, LLC
DECREASED3,0553,120-65-2%$472.7K$404.2K-$68.5K2026-10-19
Nova R Wealth, Inc.
DECREASED3,0453,118-73-2%$472.4K$402.9K-$69.5K2026-10-26
Center for Financial Planning, Inc.
INCREASED3,0152,946+69+2%$446.3K$398.9K-$47.4K2026-10-26
Curat Global, LLC
DECREASED3,0023,552-550-15%$549.6K$397.2K-$152.4K2026-10-26
Cottage Street Advisors LLC
INCREASED3,0002,724+276+10%$412.7K$396.9K-$15.7K2026-10-19
Novem Group
INCREASED2,9972,979+18+1%$451.4K$396.5K-$54.8K2026-10-19
Bingham Private Wealth, LLC
NEW2,982—+2,982——$394.5K—2026-11-05
WP Advisors, LLC
INCREASED2,9822,971+11+0%$450.1K$394.6K-$55.6K2026-10-22
TriaGen Wealth Management LLC
INCREASED2,9712,968+3+0%$449.7K$393.2K-$56.6K2026-10-14
KG Capital Management
DECREASED2,9563,606-650-18%$546.3K$391.1K-$155.2K2026-10-15
Aviso Wealth Management
INCREASED2,9532,837+116+4%$429.8K$390.7K-$39.1K2026-11-04
Argentarii, LLC
DECREASED2,9513,055-104-3%$475.7K$390.4K-$85.3K2026-10-28
Evanson Financial, LLC
UNCHANGED2,9422,94200%$445.7K$389.3K-$56.5K2026-10-23
G&S Capital LLC
DECREASED2,9294,447-1,518-34%$673.7K$387.5K-$286.2K2026-10-23
Golden State Wealth Management, LLC
DECREASED2,9182,929-110%$443.9K$386.1K-$57.7K2026-11-02
Inscription Capital, LLC
DECREASED2,9164,042-1,126-28%$612.3K$385.9K-$226.4K2026-11-02
Root Financial Partners, LLC
DECREASED2,9064,876-1,970-40%$738.7K$384.5K-$354.2K2026-10-21
Titleist Asset Management, LLC
INCREASED2,8992,005+894+45%$303.7K$383.6K+$79.9K2026-10-08
Total Clarity Wealth Management, Inc.
NEW2,895—+2,895——$383.0K—2026-10-26
Patton Albertson Miller Group, LLC
INCREASED2,8912,753+138+5%$417.1K$382.5K-$34.6K2026-10-26
Arthur M. Cohen & Associates, LLC
INCREASED2,8742,734+140+5%$414.2K$380.3K-$33.9K2026-10-26
Retirement Planning Co of New England, Inc.
INCREASED2,8712,863+8+0%$433.7K$379.9K-$53.9K2026-10-15
Narus Financial Partners, LLC
DECREASED2,8702,965-95-3%$449.2K$379.7K-$69.5K2026-10-19
M. Kraus & Co
UNCHANGED2,8662,86600%$434.2K$379.2K-$55.0K2026-10-20
Schear Investment Advisers, LLC
DECREASED2,86516,589-13,724-83%$2.5M$379.1K-$2.1M2026-10-14
Tempo Wealth, LLC
INCREASED2,8651,427+1,438+101%$216.2K$379.1K+$162.9K2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED2,8523,111-259-8%$471.3K$377.3K-$94.0K2026-10-13
Michael Brady & Co., LLC
UNCHANGED2,8502,85000%$431.8K$377.1K-$54.7K2026-10-23
Formuepleje A/S
NEW2,848—+2,848——$376.8K—2026-10-15
PFG Advisors
DECREASED2,8483,010-162-5%$456.0K$376.8K-$79.2K2026-10-16
B.A. Schrock Wealth Management, Inc.
NEW2,847—+2,847——$380.3K—2026-10-15
BIP Wealth, LLC
INCREASED2,8442,748+96+3%$416.3K$376.3K-$40.0K2026-10-22
Advisory Advocates, LLC
INCREASED2,8352,647+188+7%$401.1K$375.1K-$26.0K2026-11-05
CWS Financial Advisors, LLC
INCREASED2,8292,401+428+18%$363.7K$374.3K+$10.6K2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED2,8221,538+1,284+83%$233.0K$391.7K+$158.7K2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED2,8222,773+49+2%$420.1K$373.4K-$46.7K2026-10-29
Flywheel Private Wealth LLC
UNCHANGED2,8182,81800%$426.9K$372.9K-$54.1K2026-11-02
Forum Financial Management, LP
DECREASED2,8004,252-1,452-34%$644.1K$370.5K-$273.7K2026-10-16
CPC Advisors, LLC
NEW2,775—+2,775——$367.2K—2026-10-21
Accredited Investors Inc.
INCREASED2,7742,164+610+28%$327.8K$367.0K+$39.2K2026-11-03
Family Capital Management, Inc.
INCREASED2,7732,645+128+5%$400.7K$366.9K-$33.8K2026-11-03
Alpha Family Trust
UNCHANGED2,7552,75500%$417.4K$417.4K$02026-11-04
Cornell Pochily Investment Advisors, Inc.
INCREASED2,7482,747+1+0%$416.2K$363.6K-$52.6K2026-10-19
Waters Parkerson & Co., LLC
NEW2,743—+2,743——$362.9K—2026-11-04
Farmers & Merchants Trust Co of Long Beach
DECREASED2,7222,736-14-1%$414.5K$360.1K-$54.4K2026-10-22
Crew Capital Management, Ltd
INCREASED2,7122,169+543+25%$328.6K$358.9K+$30.3K2026-10-28
Essex LLC
DECREASED2,7113,115-404-13%$471.9K$358.8K-$113.2K2026-10-14
Argent Capital Management LLC
UNCHANGED2,7002,70000%$409.1K$357.2K-$51.8K2026-10-05
Braun-Bostich & Associates Inc.
DECREASED2,6792,736-57-2%$414.5K$354.5K-$60.0K2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED2,6712,435+236+10%$368.9K$353.4K-$15.5K2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED2,6622,732-70-3%$413.9K$352.2K-$61.6K2026-10-19
HCR Wealth Advisors
INCREASED2,6552,541+114+4%$385.0K$351.3K-$33.7K2026-10-15
Keudell ison Wealth Management
DECREASED2,6412,657-16-1%$402.5K$349.4K-$53.1K2026-10-16
Arch Global Advisors, LLC
INCREASED2,6332,556+77+3%$387.2K$348.4K-$38.9K2026-10-23
Bullock Wealth Management Group
INCREASED2,6322,626+6+0%$397.5K$351.6K-$45.9K2026-10-09
Enterprise Financial Services Corp
DECREASED2,6242,824-200-7%$427.8K$347.2K-$80.7K2026-11-03
Broadway Wealth Solutions, Inc.
INCREASED2,6212,471+150+6%$374.4K$346.8K-$27.6K2026-10-21
Portside Wealth Group, LLC
DECREASED2,6143,704-1,090-29%$561.2K$345.9K-$215.3K2026-10-20
Vicus Capital
INCREASED2,6142,420+194+8%$366.6K$345.8K-$20.8K2026-11-05
SmartHarvest Portfolios, LLC
DECREASED2,6074,702-2,095-45%$712.4K$345.0K-$367.5K2026-10-26
Enclave Advisors LLC
INCREASED2,6072,493+114+5%$377.7K$344.9K-$32.8K2026-10-14
Wealth Architects, LLC
INCREASED2,6052,004+601+30%$303.6K$344.7K+$41.1K2026-11-03
Winthrop Advisory Group LLC
INCREASED2,6052,254+351+16%$341.5K$344.6K+$3.1K2026-10-22
Coyle Financial Counsel LLC
DECREASED2,5952,768-173-6%$419.4K$343.3K-$76.0K2026-10-28
Traveka Wealth, LLC
DECREASED2,5832,656-73-3%$402.4K$341.8K-$60.6K2026-10-19
IPG Investment Advisors LLC
DECREASED2,58211,800-9,218-78%$1.8M$341.6K-$1.4M2026-10-30
Five Oceans Advisors
DECREASED2,5682,727-159-6%$413.1K$339.8K-$73.4K2026-10-22
1900 Wealth Management LLC
DECREASED2,5613,022-461-15%$457.8K$338.8K-$118.9K2026-10-13
PKS Advisory Services, LLC
UNCHANGED2,5592,55900%$387.8K$387.8K$02026-10-26
Alchemi Wealth, LLC
INCREASED2,5542,525+29+1%$382.6K$338.1K-$44.5K2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED2,5512,569-18-1%$389.2K$337.5K-$51.7K2026-10-30
United Asset Strategies, Inc.
DECREASED2,5457,236-4,691-65%$1.1M$336.8K-$759.5K2026-10-28
Montis Financial, LLC
INCREASED2,5412,480+61+2%$375.8K$336.3K-$39.5K2026-11-04
Virtue Capital Management, LLC
INCREASED2,5312,202+329+15%$333.6K$334.9K+$1.3K2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED2,5302,089+441+21%$314.1K$372.7K+$58.7K2026-10-21
Mystic Asset Management, Inc.
INCREASED2,5242,339+185+8%$354.4K$334.0K-$20.4K2026-10-15
Meadow Creek Wealth Advisors LLC
INCREASED2,5152,427+88+4%$367.7K$332.8K-$34.9K2026-11-02
Cooke & Bieler LP
UNCHANGED2,5002,50000%$378.8K$330.8K-$48.0K2026-10-21
Hoese & Co LLP
UNCHANGED2,5002,50000%$378.8K$330.8K-$48.0K2026-10-21
AdvisorNet Financial, Inc
DECREASED2,4992,516-17-1%$381.1K$356.9K-$24.2K2026-10-15
Interchange Capital Partners, LLC
DECREASED2,4984,002-1,504-38%$606.4K$330.5K-$275.9K2026-10-28
Trilogy Capital Inc.
INCREASED2,4682,439+29+1%$369.5K$326.5K-$43.0K2026-10-20
Reflection Asset Management
DECREASED2,4612,469-80%$374.1K$325.6K-$48.4K2026-10-28
Charles Schwab Trust Co
UNCHANGED2,4542,45400%$371.8K$324.7K-$47.1K2026-10-15
Founders Financial Securities LLC
DECREASED2,4443,192-748-23%$483.6K$323.4K-$160.2K2026-10-28
Endowment Wealth Management, Inc.
DECREASED2,4422,458-16-1%$372.4K$323.1K-$49.3K2026-11-03
Baron Wealth Management LLC
INCREASED2,4332,425+8+0%$367.5K$322.0K-$45.5K2026-10-27
Advisor Resource Council
INCREASED2,4242,320+104+4%$351.0K$325.8K-$25.2K2026-11-05
Marino, Stram & Associates LLC
INCREASED2,4102,337+73+3%$354.2K$318.8K-$35.4K2026-10-22
FAI Advisors, Inc.
INCREASED2,3892,322+67+3%$351.8K$316.1K-$35.7K2026-10-27
Greenfield Savings Bank
UNCHANGED2,3812,38100%$360.7K$315.0K-$45.7K2026-10-07
Lee Financial Co
INCREASED2,3782,285+93+4%$346.1K$314.7K-$31.4K2026-10-16
Eagle Strategies LLC
INCREASED2,3722,353+19+1%$356.5K$313.9K-$42.6K2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED2,3632,381-18-1%$360.7K$312.6K-$48.1K2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED2,3252,340-15-1%$354.5K$312.5K-$42.0K2026-10-09
Fourpath Capital Management, LLC
DECREASED2,32213,556-11,234-83%$2.1M$307.2K-$1.7M2026-10-19
Quantum Financial Advisors, LLC
INCREASED2,3122,114+198+9%$320.3K$305.9K-$14.4K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED2,3001,791+509+28%$271.3K$304.4K+$33.0K2026-11-02
Wedge Capital Management L L P
INCREASED2,2952,075+220+11%$314.4K$303.7K-$10.7K2026-10-13
D'Orazio & Associates, Inc.
DECREASED2,2932,458-165-7%$372.4K$303.4K-$69.0K2026-11-04
Foster Group, Inc.
DECREASED2,2872,405-118-5%$364.3K$302.6K-$61.8K2026-10-13
Unique Wealth, LLC
DECREASED2,2692,677-408-15%$405.6K$300.2K-$105.4K2026-10-16
Lmcg Investments, LLC
INCREASED2,2632,212+51+2%$335.1K$299.4K-$35.7K2026-10-21
BridgePort Financial Solutions, LLC
INCREASED2,2612,012+249+12%$304.8K$299.1K-$5.7K2026-11-02
Baxter Bros Inc
DECREASED2,2602,301-41-2%$348.6K$299.0K-$49.6K2026-11-04
RKL Wealth Management LLC
DECREASED2,2562,475-219-9%$375.0K$298.5K-$76.5K2026-10-16
Ridgewood Investments LLC
INCREASED2,2552,253+2+0%$341.3K$298.4K-$42.9K2026-10-05
Arsenal Capital Advisors LLC
DECREASED2,2542,304-50-2%$349.0K$298.2K-$50.8K2026-11-02
American National Bank & Trust
DECREASED2,2532,317-64-3%$351.0K$298.1K-$52.9K2026-10-07
Virtue Asset Management LLC
UNCHANGED2,2502,25000%$340.9K$297.7K-$43.2K2026-10-21
Cane Capital Partners, LLC
DECREASED2,2453,190-945-30%$483.3K$297.0K-$186.2K2026-10-23
PUREfi Wealth, LLC
NEW2,243—+2,243——$296.8K—2026-10-19
Revolve Wealth Partners, LLC
DECREASED2,2423,058-816-27%$463.3K$296.6K-$166.6K2026-10-23
MFG Investments, LLC
NEW2,226—+2,226——$294.5K—2026-10-30
Stenger Family Office, LLC
INCREASED2,2261,947+279+14%$295.0K$315.0K+$20.0K2026-10-22
Opal Wealth Advisors, LLC
NEW2,212—+2,212——$292.7K—2026-10-16
Sound Income Strategies, LLC
DECREASED2,2122,783-571-21%$421.6K$306.9K-$114.7K2026-10-09
Howard Financial Services, Ltd.
INCREASED2,1902,029+161+8%$307.4K$289.8K-$17.6K2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED2,1891,769+420+24%$268.1K$289.7K+$21.7K2026-10-29
Baldwin Wealth Partners LLC
UNCHANGED2,1882,18800%$331.5K$289.5K-$42.0K2026-10-13
Hamilton Capital, LLC
DECREASED2,1862,551-365-14%$386.5K$289.3K-$97.2K2026-10-08
Patriot Investment Management Group, Inc.
INCREASED2,1852,181+4+0%$330.5K$289.1K-$41.3K2026-10-15
L. Roy Papp & Associates, LLP
INCREASED2,1752,105+70+3%$318.9K$287.8K-$31.1K2026-10-21
Nolet Wealth Management, LLC
INCREASED2,1732,074+99+5%$314.2K$287.5K-$26.7K2026-10-15
Strong Tower Advisory Services
DECREASED2,1672,810-643-23%$425.7K$286.7K-$139.0K2026-10-13
Alpine Bank Wealth Management
INCREASED2,1621,620+542+33%$245.4K$286.1K+$40.6K2026-10-16
Crescent Grove Advisors, LLC
DECREASED2,1622,191-29-1%$331.9K$286.1K-$45.9K2026-10-21
Generali Investments, Management Co LLC
UNCHANGED2,1612,16100%$327.4K$285.9K-$41.5K2026-10-19
Investment House LLC
DECREASED2,1537,567-5,414-72%$1.1M$284.9K-$861.5K2026-10-21
Wealth Effects LLC
DECREASED2,1532,188-35-2%$331.5K$284.9K-$46.5K2026-10-23
Gray Private Wealth, LLC
UNCHANGED2,1462,14600%$325.1K$284.0K-$41.1K2026-10-28
Burkett Asset Management Ltd
DECREASED2,1352,510-375-15%$380.3K$282.5K-$97.8K2026-10-13
Miramontes Capital, LLC
INCREASED2,1202,025+95+5%$306.8K$280.5K-$26.3K2026-10-19
Integris Wealth Management, LLC
INCREASED2,1151,917+198+10%$290.4K$279.8K-$10.6K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,1123,559-1,447-41%$539.2K$279.4K-$259.7K2026-10-14
Millennium Capital Advisors, LLC
INCREASED2,1102,109+1+0%$319.6K$279.1K-$40.5K2026-10-16
Palacios Wealth Management, LLC
DECREASED2,1052,180-75-3%$330.3K$278.5K-$51.8K2026-11-04
TSA Wealth Managment LLC
DECREASED2,1042,152-48-2%$326.0K$278.4K-$47.6K2026-10-22
MBM Wealth Consultants, LLC
DECREASED2,1022,126-24-1%$322.1K$278.1K-$44.0K2026-10-20
Crumly & Associates Inc.
DECREASED2,0982,124-26-1%$321.8K$277.6K-$44.2K2026-10-07
Armbruster Capital Management, Inc.
DECREASED2,0972,242-145-6%$339.7K$277.5K-$62.2K2026-10-19
Summit Wealth Group LLC / Co
INCREASED2,0752,015+60+3%$305.2K$274.6K-$30.7K2026-10-29
Waystone Advisors LLC
UNCHANGED2,0622,06200%$312.4K$312.4K$02026-10-16
UMB Private Wealth Management, LLC
NEW2,060—+2,060——$272.6K—2026-10-19
Willow Creek Wealth Management Inc.
DECREASED2,0592,078-19-1%$314.8K$272.4K-$42.4K2026-10-26
Antonelli Financial Advisors, LLC
UNCHANGED2,0592,05900%$312.0K$272.0K-$40.0K2026-10-13
Ballast Financial Advisors LLC
INCREASED2,0492,041+8+0%$309.3K$271.1K-$38.2K2026-10-26
Gibbs Wealth Management
INCREASED2,0351,930+105+5%$292.4K$269.2K-$23.2K2026-10-22
Henderson Brothers Financial Partners, LLC
DECREASED2,0352,046-11-1%$310.0K$269.3K-$40.7K2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED2,0322,071-39-2%$246.1K$270-$245.8K2026-11-04
S.E.E.D. Planning Group LLC
NEW2,022—+2,022——$267.5K—2026-10-07
Peak Financial Management, Inc.
UNCHANGED2,0062,00600%$303.9K$265.4K-$38.5K2026-10-16
Pictet North America Advisors SA
UNCHANGED2,0002,00000%$303.0K$264.6K-$38.4K2026-10-21
Ted Buchan & Co
UNCHANGED1,9941,99400%$302.1K$263.9K-$38.2K2026-10-23
AlphaCentric Advisors LLC
INCREASED1,9931,793+200+11%$271.6K$263.7K-$7.9K2026-11-03
Integrated Wealth Management
DECREASED1,9922,034-42-2%$308.2K$263.6K-$44.6K2026-10-19
Connecticut Capital Management Group, LLC
DECREASED1,9872,002-15-1%$303.3K$262.9K-$40.4K2026-10-29
LMG Wealth Partners, LLC
INCREASED1,9861,360+626+46%$206.0K$262.8K+$56.7K2026-11-05
St. Louis Trust Co
NEW1,973—+1,973——$261.0K—2026-11-03
Foronjy Financial LLC
INCREASED1,9681,497+471+31%$226.7K$260.4K+$33.7K2026-10-14
Asset Planning,Inc
INCREASED1,9621,857+105+6%$281.3K$259.6K-$21.6K2026-10-26
Woodstock Corp
UNCHANGED1,9601,96000%$296.9K$259.3K-$37.6K2026-10-13
Puff Wealth Management, LLC
INCREASED1,9441,658+286+17%$251.2K$257.2K+$6.1K2026-10-07
Rainier Family Wealth Inc
DECREASED1,9401,955-15-1%$296.2K$256.7K-$39.5K2026-11-02
Regatta Capital Group, LLC
NEW1,932—+1,932——$255.7K—2026-10-23
Stevens Capital Partners
INCREASED1,9301,688+242+14%$255.8K$255.3K-$4242026-10-29
Precedent Wealth Partners, LLC
DECREASED1,9233,503-1,580-45%$530.7K$254.4K-$276.3K2026-10-21
Advisory Resource Group
DECREASED1,9201,959-39-2%$296.8K$254.0K-$42.8K2026-10-26
May Hill Capital, LLC
DECREASED1,9172,580-663-26%$390.9K$253.6K-$137.2K2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED1,9101,399+511+37%$211.9K$252.7K+$40.8K2026-10-05
Riversedge Advisors, LLC
DECREASED1,9064,502-2,596-58%$682.1K$252.1K-$430.0K2026-10-09
Smith Thornton Advisors LLC
INCREASED1,9041,887+17+1%$284.0K$252.0K-$32.1K2026-10-16
Weaver Capital Management LLC
DECREASED1,9011,990-89-4%$317.8K$251.5K-$66.3K2026-10-15
DecisionMap Wealth Management, LLC
DECREASED1,8931,975-82-4%$299.2K$250.5K-$48.7K2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED1,8841,889-50%$286.2K$249.3K-$36.9K2026-10-16
Constitution Capital LLC
DECREASED1,8801,985-105-5%$300.7K$248.7K-$52.0K2026-10-23
Kaufman Rossin Wealth, LLC
NEW1,879—+1,879——$248.6K—2026-10-19
Advisortrust Partners, LLC
INCREASED1,8741,870+4+0%$283.3K$247.9K-$35.4K2026-11-02
Powerhouse Assets LLC
UNCHANGED1,8671,86700%$282.9K$247.1K-$35.8K2026-10-19
Telos Capital Management, Inc.
NEW1,857—+1,857——$245.7K—2026-11-02
DecisionPoint Financial, LLC
INCREASED1,85516+1,839+11494%$2.4K$247.8K+$245.4K2026-10-27
Columbia Bank
DECREASED1,8542,939-1,085-37%$445.3K$245.3K-$200.0K2026-10-29
First City Capital Management, Inc.
INCREASED1,8451,823+22+1%$276.2K$244.1K-$32.1K2026-10-27
BAM Wealth Management, LLC
INCREASED1,8401,505+335+22%$228.0K$243.5K+$15.4K2026-10-15
New Covenant Trust Company, N.A.
INCREASED1,8401,643+197+12%$248.9K$243.5K-$5.5K2026-10-08
Autumn Glory Partners, LLC
INCREASED1,8381,525+313+21%$231.0K$243.2K+$12.1K2026-10-26
PFG Private Wealth Management, LLC
INCREASED1,8301,343+487+36%$203.5K$242.2K+$38.7K2026-10-15
Lord & Richards Wealth Management, LLC
NEW1,820—+1,820——$240.8K—2026-10-14
Momentous Wealth Management, Inc.
DECREASED1,8161,820-40%$275.8K$240.3K-$35.5K2026-10-21
Alpha Omega Wealth Management LLC
DECREASED1,8131,841-28-2%$278.9K$239.9K-$39.0K2026-10-23
Rayburn West Financial Services LLC
UNCHANGED1,8001,80000%$272.7K$238.2K-$34.5K2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED1,8001,80000%$272.7K$238.2K-$34.5K2026-10-28
Chapin Davis, Inc.
INCREASED1,7951,786+9+1%$270.7K$237.5K-$33.2K2026-10-09
Kessler Investment Group, LLC
DECREASED1,7891,803-14-1%$273.2K$236.7K-$36.5K2026-10-08
Barings LLC
UNCHANGED1,7881,78800%$270.9K$236.6K-$34.3K2026-10-22
BNB Wealth Management, LLC
DECREASED1,7851,951-166-9%$295.5K$236.2K-$59.3K2026-10-28
OFS Enterprise LLC
DECREASED1,7741,788-14-1%$270.8K$234.7K-$36.1K2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED1,7732,103-330-16%$318.6K$234.6K-$84.0K2026-10-13
China Universal Asset Management Co., Ltd.
DECREASED1,7664,200-2,434-58%$636.3K$236.3K-$400.0K2026-10-28
Seelaus Asset Management LLC
UNCHANGED1,7571,75700%$266.2K$232.5K-$33.7K2026-10-14
Cookson Peirce & Co Inc
DECREASED1,7401,972-232-12%$298.8K$230.2K-$68.6K2026-10-30
Simon Quick Advisors, LLC
DECREASED1,7342,603-869-33%$394.4K$229.4K-$164.9K2026-10-26
Heritage Family Offices, LLP
DECREASED1,7322,394-662-28%$362.7K$229.2K-$133.5K2026-11-02
Milestone Asset Management Group, LLC
INCREASED1,7251,621+104+6%$245.6K$228.2K-$17.4K2026-10-20
Fifth Third Securities, Inc.
NEW1,723—+1,723——$228.0K—2026-10-21
Strategy Asset Managers LLC
DECREASED1,7225,521-3,799-69%$836.4K$227.8K-$608.6K2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED1,7151,609+106+7%$243.8K$226.9K-$16.9K2026-11-05
Beacon Financial Group
INCREASED1,7141,678+36+2%$254.2K$226.8K-$27.4K2026-10-19
Councilor Wealth, LLC
UNCHANGED1,7121,71200%$259.4K$226.5K-$32.9K2026-10-09
SteelPeak Wealth, LLC
DECREASED1,7111,913-202-11%$289.9K$226.4K-$63.4K2026-10-16
Investment Advisory Services Inc
INCREASED1,7111,568+143+9%$237.5K$226.3K-$11.2K2026-10-27
Convergence Financial, LLC
DECREASED1,7083,528-1,820-52%$534.4K$225.9K-$308.4K2026-10-27
JGP Wealth Management, LLC
INCREASED1,7011,694+7+0%$256.6K$225.1K-$31.6K2026-10-13
Gilbert Capital Group, Inc.
UNCHANGED1,7001,70000%$257.6K$224.9K-$32.6K2026-10-28
Chemistry Wealth Management LLC
INCREASED1,6981,624+74+5%$246.0K$224.7K-$21.4K2026-10-16
Elser Financial Planning, Inc
INCREASED1,6951,676+19+1%$253.9K$224.3K-$29.6K2026-10-16
Piedmont Capital Management, LLC
DECREASED1,6941,802-108-6%$273.0K$224.1K-$48.9K2026-10-21
Old Port Advisors
DECREASED1,6872,032-345-17%$307.8K$223.2K-$84.6K2026-10-23
Solstein Capital, LLC
UNCHANGED1,6861,68600%$255.4K$223.1K-$32.4K2026-11-02
West Wealth Group, LLC
INCREASED1,6851,589+96+6%$240.8K$222.9K-$17.9K2026-10-14
Abacus Planning Group, Inc.
INCREASED1,6831,660+23+1%$251.5K$222.7K-$28.8K2026-11-02
AUA Capital Management, LLC
UNCHANGED1,6801,68000%$254.5K$222.3K-$32.2K2026-10-15
Home Federal Bank of Tennessee
UNCHANGED1,6781,67800%$254.2K$222.0K-$32.2K2026-10-15
LVM Capital Management LTD
UNCHANGED1,6771,67700%$254$221.9K+$221.6K2026-10-20
Woodward Diversified Capital, LLC
INCREASED1,6751,528+147+10%$231.4K$221.6K-$9.9K2026-10-21
Silver Grove Financial Group, Inc.
DECREASED1,6751,782-107-6%$270.0K$221.6K-$48.4K2026-11-05
Clark Asset Management, LLC
INCREASED1,6751,648+27+2%$249.6K$221.6K-$28.0K2026-10-19
Intelligence Driven Advisers, LLC
INCREASED1,6681,666+2+0%$252.3K$220.7K-$31.6K2026-10-09
IVC Wealth Advisors LLC
INCREASED1,6641,569+95+6%$237.7K$220.2K-$17.5K2026-10-23
Beacon Financial Planning, Inc
INCREASED1,6591,429+230+16%$216.4K$219.4K+$3.0K2026-11-04
Dagco, Inc.
UNCHANGED1,6501,65000%$250.0K$218.3K-$31.7K2026-10-20
55 North Private Wealth, LLC
DECREASED1,6492,842-1,193-42%$430.6K$218.2K-$212.4K2026-10-20
Ifrah Financial Services, Inc.
DECREASED1,6442,471-827-33%$374.3K$217.5K-$156.9K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,6341,632+2+0%$247.2K$216.2K-$31.1K2026-10-08
Sage Mountain Advisors LLC
DECREASED1,6312,268-637-28%$343.6K$215.8K-$127.8K2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
NEW1,629—+1,629——$216—2026-10-26
Gilman Hill Asset Management, LLC
INCREASED1,6271,343+284+21%$203.5K$215.3K+$11.8K2026-10-13
Exchange Bank
UNCHANGED1,6261,62600%$246.3K$215.1K-$31.2K2026-10-07
Financial Insights, Inc.
INCREASED1,6251,596+29+2%$241.8K$215.0K-$26.8K2026-10-27
Aspen Wealth Management LLC
NEW1,618—+1,618——$214.1K—2026-10-14
MSH Capital Advisors LLC
INCREASED1,6171,529+88+6%$231.6K$214.1K-$17.6K2026-11-03
Vigilare Wealth Management
DECREASED1,6152,743-1,128-41%$415.6K$213.7K-$201.9K2026-10-29
Legacy Wealth Partners, LLC
INCREASED1,6121,416+196+14%$214.5K$213.3K-$1.2K2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
DECREASED1,6111,727-116-7%$261.6K$213.2K-$48.5K2026-11-02
Verus Capital Partners, LLC
INCREASED1,6061,431+175+12%$216.7K$212.5K-$4.3K2026-11-03
Revisor Wealth Management LLC
NEW1,604—+1,604——$233.1K—2026-10-20
Intrua Financial, LLC
INCREASED1,6041,598+6+0%$242.1K$212.2K-$29.8K2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED1,6041,600+4+0%$241.4K$236.3K-$5.1K2026-10-28
Abacus Wealth Partners, LLC
DECREASED1,6011,990-389-20%$301.5K$211.8K-$89.7K2026-11-03
MRA Advisory Group
DECREASED1,6001,823-223-12%$276.2K$211.7K-$64.5K2026-10-07
Endeavor Private Wealth, Inc.
INCREASED1,5971,451+146+10%$219.8K$211.3K-$8.5K2026-11-05
Lantz Financial LLC
DECREASED1,5971,628-31-2%$246.6K$211.3K-$35.3K2026-10-15
AGH Wealth Advisors, LLC
DECREASED1,5881,856-268-14%$281.2K$210.1K-$71.1K2026-10-26
BlueChip Wealth Advisors LLC
NEW1,587—+1,587——$210.0K—2026-11-03
Canvas Wealth Advisors, LLC
DECREASED1,5861,823-237-13%$276.2K$224.3K-$51.9K2026-11-02
Tilia Fiduciary Partners, Inc.
INCREASED1,5831,416+167+12%$214.5K$209.5K-$5.0K2026-10-09
Motive Wealth Advisors
DECREASED1,5761,652-76-5%$250.3K$208.5K-$41.8K2026-10-26
LeConte Wealth Management, LLC
DECREASED1,5721,816-244-13%$275.1K$208.0K-$67.1K2026-10-20
Riverwater Partners LLC
DECREASED1,5661,886-320-17%$285.7K$207.2K-$78.5K2026-11-03
EdgeRock Capital LLC
DECREASED1,5631,605-42-3%$243.2K$206.8K-$36.4K2026-11-03
Compass Financial Management LLC
DECREASED1,5611,759-198-11%$269.5K$206.6K-$62.9K2026-10-30
Brandywine OAK Private Wealth LLC
INCREASED1,5581,516+42+3%$229.7K$206.2K-$23.5K2026-10-23
Enhancing Capital LLC
NEW1,536—+1,536——$203.2K—2026-10-26
Northwest Wealth Management, LLC
DECREASED1,5362,038-502-25%$308.8K$203.2K-$105.5K2026-10-30
Gerber, LLC
UNCHANGED1,5361,53600%$232.7K$203.3K-$29.4K2026-10-21
Cora Capital Advisors LLC
DECREASED1,5341,684-150-9%$255.1K$203.0K-$52.1K2026-11-02
Tannin Capital LLC
NEW1,533—+1,533——$202.8K—2026-11-05
TCI Wealth Advisors, Inc.
NEW1,524—+1,524——$201.6K—2026-10-30
First Pacific Financial
UNCHANGED1,5231,52300%$230.7K$201.5K-$29.2K2026-10-14
Physician Wealth Advisors, Inc.
DECREASED1,5061,652-146-9%$250.3K$199.3K-$51.0K2026-10-20
Cpwa, LLC
INCREASED1,4601,438+22+2%$217.8K$207.2K-$10.6K2026-11-04
Latitude Advisors, LLC
NEW1,399—+1,399——$185.1K—2026-10-27
Stone House Investment Management, LLC
DECREASED1,3921,396-40%$211.5K$184.2K-$27.3K2026-10-23
SBI Securities Co., Ltd.
DECREASED1,3851,705-320-19%$258.3K$183.2K-$75.1K2026-10-22
Pinnacle Bancorp, Inc.
DECREASED1,3591,499-140-9%$227.1K$179.8K-$47.3K2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED1,3491,34900%$204.4K$178.5K-$25.9K2026-10-27
Archer Investment Corp
INCREASED1,3301,329+1+0%$201.3K$176.0K-$25.4K2026-11-05
First Command Advisory Services, Inc.
INCREASED1,275772+503+65%$117.0K$168.7K+$51.7K2026-11-05
WPG Advisers, LLC
INCREASED1,2661,216+50+4%$184.2K$167.5K-$16.7K2026-10-27
Gilpin Wealth Management, LLC
INCREASED1,2161,190+26+2%$180.3K$160.9K-$19.4K2026-10-09
Owl Creek Wealth Partners LLC
INCREASED1,2091,049+160+15%$158.9K$160.0K+$1.0K2026-10-20
Peck Wealth Management, LLC
UNCHANGED1,2001,20000%$181.8K$158.8K-$23.0K2026-10-29
First Financial Corp
UNCHANGED1,1791,17900%$178.6K$156.0K-$22.6K2026-10-13
Signature Equity Partners, LLC
DECREASED1,1692,306-1,137-49%$349.4K$154.7K-$194.7K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED1,1621,210-48-4%$183.3K$153.7K-$29.6K2026-10-28
Clean Yield Group
UNCHANGED1,1581,15800%$175.4K$153.2K-$22.2K2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED1,1541,175-21-2%$178.0K$152.7K-$25.3K2026-11-04
Bayforest Capital Ltd
NEW1,142—+1,142——$151.1K—2026-11-03
Adirondack Trust Co
DECREASED1,1211,177-56-5%$178.3K$148.3K-$30.0K2026-10-14
Westside Investment Management, Inc.
UNCHANGED1,0971,09700%$166.2K$145.4K-$20.8K2026-11-02
Bayban
UNCHANGED1,0911,09100%$165.3K$165.3K$02026-11-05
Tounjian Advisory Partners, LLC
DECREASED1,0861,727-641-37%$261.6K$143.7K-$117.9K2026-11-04
West Branch Capital LLC
INCREASED1,07373+1,000+1370%$11.1K$142.0K+$130.9K2026-10-20
Meriwether Wealth & Planning, LLC
NEW1,047—+1,047——$138.5K—2026-10-13
Mascoma Wealth Management LLC
DECREASED1,0461,049-30%$159.0K$138.4K-$20.5K2026-10-23
Bangor Savings Bank
INCREASED1,028998+30+3%$151.2K$136.0K-$15.2K2026-10-06
United Community Bank
INCREASED1,0221,008+14+1%$152.7K$135.2K-$17.5K2026-10-28
Fortitude Family Office, LLC
DECREASED1,0221,027-50%$155.6K$135.2K-$20.4K2026-10-14
Dorato Capital Management
UNCHANGED1,0001,00000%$151.3K$138.8K-$12.5K2026-10-08
Cacti Asset Management LLC
UNCHANGED1,0001,00000%$151.5K$133.8K-$17.7K2026-10-01
Beutel, Goodman & Co Ltd.
UNCHANGED1,0001,00000%$151.0K$132-$150.9K2026-11-04
Reyes Financial Architecture, Inc.
DECREASED9983,297-2,299-70%$499.5K$132.0K-$367.5K2026-10-22
High Point Wealth Management, LLC
UNCHANGED96896800%$146.7K$128.1K-$18.6K2026-11-05
SJS Investment Consulting Inc.
INCREASED916852+64+8%$129.1K$121.2K-$7.9K2026-10-26
Brown, Lisle Ings, Inc.
DECREASED9081,074-166-15%$162.7K$120.1K-$42.6K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED90090000%$136.0K$119-$135.9K2026-11-02
Reap Financial Group, LLC
INCREASED898795+103+13%$120.5K$118.9K-$1.6K2026-11-02
Fairscale Capital, LLC
UNCHANGED89889800%$136.0K$126.0K-$10.0K2026-11-04
Private Wealth Management Group, LLC
INCREASED891842+49+6%$127.6K$117.9K-$9.7K2026-10-19
Guardian Partners Inc.
INCREASED864762+102+13%$115.4K$114.3K-$1.1K2026-10-21
Ares Financial Consulting, LLC
UNCHANGED85085000%$128.8K$112.5K-$16.3K2026-10-19
Goodman Advisory Group, LLC
NEW840—+840——$111.1K—2026-11-02
Intesa Sanpaolo Wealth Management
UNCHANGED82682600%$125.1K$109.3K-$15.9K2026-10-28
West Paces Advisors Inc.
UNCHANGED80280200%$121.5K$106.1K-$15.4K2026-10-13
Hickory Point Bank & Trust
UNCHANGED79779700%$120.7K$105.5K-$15.3K2026-10-01
Creative Financial Designs Inc
DECREASED766797-31-4%$120.7K$101.3K-$19.3K2026-11-04
First Community Trust NA
UNCHANGED76476400%$115.7K$101.1K-$14.7K2026-10-07
GoalVest Advisory LLC
UNCHANGED76176100%$115.3K$100.7K-$14.6K2026-10-02
Kelleher Financial Advisors
DECREASED7493,477-2,728-78%$526.8K$99.1K-$427.7K2026-10-30
First Bancorp, Inc
INCREASED731652+79+12%$98.8K$96.7K-$2.1K2026-10-26
Hoey Investments, Inc
DECREASED717920-203-22%$139.4K$94.9K-$44.5K2026-10-29
High Note Wealth, LLC
DECREASED717743-26-3%$112.6K$94.9K-$17.7K2026-10-27
Avion Wealth
DECREASED711733-22-3%$111.0K$94-$110.9K2026-11-04
Gen-Wealth Partners Inc
DECREASED699878-179-20%$133.0K$92.5K-$40.5K2026-11-04
Creative Capital Management Investments LLC
INCREASED683615+68+11%$93.2K$90.4K-$2.8K2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED68068000%$103.0K$90.0K-$13.0K2026-11-03
Bay Harbor Wealth Management, LLC
DECREASED671739-68-9%$112.0K$88.8K-$23.2K2026-11-03
Bell Investment Advisors, Inc
DECREASED651746-95-13%$113.0K$86.1K-$26.9K2026-10-29
Proathlete Wealth Management LLC
INCREASED648432+216+50%$65.5K$85.8K+$20.4K2026-10-15
Nfsg Corp
DECREASED6469,996-9,350-94%$1.5M$85.4K-$1.4M2026-10-15
Miller Global Investments, LLC
UNCHANGED64664600%$97.9K$85.5K-$12.4K2026-10-02
Holos Integrated Wealth LLC
UNCHANGED63263200%$97.5K$93.2K-$4.3K2026-10-23
Birch Financial Group, LLC
NEW622—+622——$82.3K—2026-10-27
Leonteq Securities AG
DECREASED621704-83-12%$106.7K$82.2K-$24.5K2026-10-29
True Wealth Design, LLC
DECREASED6111,510-899-60%$228.8K$80.8K-$147.9K2026-10-13
Blume Capital Management, Inc.
UNCHANGED60060000%$90.9K$79.4K-$11.5K2026-10-26
Lodestone Wealth Management LLC
INCREASED586496+90+18%$75.1K$77.5K+$2.4K2026-10-14
Gables Capital Management Inc.
UNCHANGED57857800%$87.6K$76.5K-$11.1K2026-11-04
Buck Wealth Strategies, LLC
DECREASED574624-50-8%$94.5K$76.0K-$18.5K2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED57057000%$86.4K$75.4K-$10.9K2026-11-03
Sava Infond d.o.o.
NEW560—+560——$74.1K—2026-10-28
City State Bank
INCREASED559265+294+111%$40.1K$74.0K+$33.8K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
INCREASED552548+4+1%$83.0K$73.0K-$10.0K2026-10-28
James T. Borello RIA
INCREASED547411+136+33%$62.3K$72.4K+$10.1K2026-10-16
Capital Advisors, Ltd. LLC
DECREASED519688-169-25%$104$69-$352026-10-27
Breakwater Investment Management
DECREASED513514-10%$77.9K$67.9K-$10.0K2026-10-20
Noble Wealth Management PBC
INCREASED502501+1+0%$75.9K$66.5K-$9.4K2026-10-01
CSU Producer Resources, Inc.
UNCHANGED50050000%$75.8K$66.2K-$9.6K2026-11-03
Pathway Financial Advisers, LLC
NEW495—+495——$65.5K—2026-10-27
Elevation Wealth Partners, LLC
DECREASED493797-304-38%$120.7K$65.2K-$55.5K2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED49149100%$74.3K$64.9K-$9.4K2026-11-04
Security National Bank
INCREASED490475+15+3%$72.0K$64.8K-$7.1K2026-10-26
Ascentis Wealth Management, LLC
DECREASED4862,665-2,179-82%$403.8K$64.4K-$339.5K2026-11-03
DT Investment Partners, LLC
INCREASED483296+187+63%$44.8K$63.9K+$19.1K2026-10-27
Valued Wealth Advisors LLC
DECREASED482599-117-20%$90.7K$63.8K-$26.9K2026-11-05
NBH Bank
INCREASED482458+24+5%$69.4K$63.8K-$5.6K2026-11-05
RHL Group, LLC
INCREASED474147+327+222%$22.3K$62.7K+$40.3K2026-11-04
Nova Financial LLC
NEW439—+439——$58.1K—2026-11-04
PFS Partners, LLC
UNCHANGED43743700%$66.3K$57.9K-$8.4K2026-10-21
Highline Wealth Partners LLC
DECREASED436468-32-7%$71.0K$57.6K-$13.3K2026-10-19
Tradewinds Capital Management, LLC
INCREASED434399+35+9%$60.4K$57.5K-$3.0K2026-10-23
Asset Dedication, LLC
DECREASED410568-158-28%$86.1K$54.3K-$31.8K2026-11-03
Burkett Financial Services, LLC
NEW409—+409——$54.1K—2026-10-01
Abound Wealth Management
INCREASED409336+73+22%$50.9K$54.1K+$3.2K2026-10-26
Kennebec Savings Bank
UNCHANGED40040000%$60.6K$52.9K-$7.7K2026-10-22
Gleason Group, Inc.
INCREASED391390+1+0%$59.1K$51.7K-$7.4K2026-10-15
Trust Co
INCREASED389292+97+33%$44.3K$51.5K+$7.2K2026-10-09
Salomon & Ludwin, LLC
DECREASED385767-382-50%$116.1K$50.9K-$65.1K2026-10-29
Essential Partners LLC
DECREASED3824,435-4,053-91%$671.9K$50.5K-$621.4K2026-10-14
Putney Financial Group LLC
NEW373—+373——$49.4K—2026-10-30
Mechanics Financial Corp
INCREASED371354+17+5%$53.6K$49.1K-$4.5K2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED35335300%$53.5K$46.7K-$6.8K2026-10-20
Kentucky Trust Co
INCREASED339162+177+109%$24.5K$44.9K+$20.3K2026-10-15
GK Wealth Management LLC
NEW311—+311——$41.1K—2026-10-09
Align Financial, LLC
INCREASED310296+14+5%$44.8K$41.0K-$3.8K2026-10-16
Downshift Financial, LLC
INCREASED309188+121+64%$28.5K$40.9K+$12.4K2026-10-13
Strengthening Families & Communities, LLC
DECREASED300318-18-6%$48.1K$39.6K-$8.5K2026-10-21
Towne Trust Company, N.a
UNCHANGED30030000%$45.5K$39.7K-$5.8K2026-10-28
Hilton Head Capital Partners, LLC
DECREASED296327-31-9%$49.5K$39.2K-$10.4K2026-10-23
Axiom Investment Management LLC
NEW291—+291——$38.5K—2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED29029000%$43.9K$38.4K-$5.6K2026-10-16
One River Asset Management, LLC
DECREASED286382-96-25%$57.9K$37.8K-$20.0K2026-10-21
GGM Financial LLC
DECREASED2831,686-1,403-83%$255.4K$37.5K-$218.0K2026-11-05
Godsey & Gibb, Inc
UNCHANGED28028000%$42.4K$37.0K-$5.4K2026-10-14
Manitou Investment Management Ltd.
UNCHANGED27827800%$42.1K$36.8K-$5.3K2026-10-15
Aspect Partners, LLC
DECREASED277293-16-5%$44.4K$36.7K-$7.7K2026-10-20
Wilkerson Advisory Group LLC
INCREASED271253+18+7%$38.3K$35.9K-$2.5K2026-10-20
Birchwood Financial Partners, Inc.
UNCHANGED25025000%$37.9K$33.1K-$4.8K2026-11-02
Hughes Financial Services, LLC
INCREASED235219+16+7%$33.2K$33.2K-$432026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED23323300%$35.3K$30.8K-$4.5K2026-10-15
DiNuzzo Private Wealth, Inc.
UNCHANGED23323300%$35.3K$30.8K-$4.5K2026-10-16
Balance Wealth Partners LLC
NEW232—+232——$30.8K—2026-10-27
Tsfg, LLC
DECREASED231263-32-12%$40.0K$31-$40.0K2026-10-23
Sunrise Financial Services, LLC
UNCHANGED23123100%$35.0K$30.6K-$4.4K2026-10-21
Steph & Co
INCREASED230209+21+10%$31.7K$30.4K-$1.2K2026-10-07
Torren Management, LLC
UNCHANGED22722700%$34.3K$30.0K-$4.3K2026-10-29
Cape Investment Advisory, Inc.
DECREASED226234-8-3%$35.4K$29.9K-$5.5K2026-10-13
Financial Perspectives, Inc
UNCHANGED22422400%$33.9K$29.6K-$4.3K2026-11-03
Joseph Group Capital Management
DECREASED223510-287-56%$77.3K$29.5K-$47.8K2026-11-04
William Mack & Associates, Inc.
NEW219—+219——$29.0K—2026-10-27
SBK Financial, Inc.
DECREASED214414-200-48%$62.7K$28.3K-$34.4K2026-11-02
FNY Investment Advisers, LLC
NEW200—+200——$26—2026-10-16
Mountain Hill Investment Partners Corp.
NEW200—+200——$26.5K—2026-10-23
Thompson Investment Management, Inc.
UNCHANGED20020000%$30.3K$26.5K-$3.8K2026-10-14
Markowski Investments
INCREASED195143+52+36%$21.7K$25.8K+$4.1K2026-10-30
Lloyd Advisory Services, Llc.
UNCHANGED18618600%$28.2K$24.6K-$3.6K2026-11-02
Pflug Koory, LLC
DECREASED174344-170-49%$52.1K$23.0K-$29.1K2026-10-26
Washington Trust Advisors, Inc.
DECREASED170316-146-46%$47.9K$22.5K-$25.4K2026-10-22
Quest 10 Wealth Builders, Inc.
UNCHANGED16316300%$24.7K$21.6K-$3.1K2026-11-02
McCarley & Cook Financial Planners
UNCHANGED16216200%$24.5K$21.4K-$3.1K2026-10-21
Entrust Financial LLC
DECREASED161167-6-4%$25.3K$21.3K-$4.0K2026-11-04
Peoples Financial Services Corp.
DECREASED155200-45-22%$30.3K$20.5K-$9.8K2026-10-20
Pacific Center for Financial Services
UNCHANGED15515500%$23.5K$20.5K-$3.0K2026-10-15
Investment Research & Advisory Group, Inc.
INCREASED153130+23+18%$24.5K$23.9K-$5952026-10-19
Horizon Financial Services, LLC
DECREASED142324-182-56%$49.1K$18.8K-$30.3K2026-11-04
Jnba Financial Advisors
INCREASED12876+52+68%$11.5K$16.9K+$5.4K2026-11-03
Key Capital Management, Inc
UNCHANGED12212200%$18.5K$16.1K-$2.3K2026-11-03
Contravisory Investment Management, Inc.
INCREASED12194+27+29%$14.2K$16.0K+$1.8K2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED11711700%$17.7K$15.5K-$2.2K2026-10-21
Clark Wealth Partners
INCREASED11664+52+81%$9.7K$15.3K+$5.7K2026-10-19
Gold Investment Management Ltd.
UNCHANGED11311300%$17.1K$15.0K-$2.2K2026-10-19
Smallwood Wealth Investment Management, LLC
UNCHANGED11011000%$16.7K$14.6K-$2.1K2026-10-30
Burk Holdings LLC
INCREASED10867+41+61%$10.2K$14.3K+$4.1K2026-11-05
Sherman Asset Management, Inc.
UNCHANGED10610600%$16.1K$14.0K-$2.0K2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED10210200%$15.5K$13.5K-$2.0K2026-10-14
Toth Financial Advisory Corp
INCREASED10026+74+285%$4.0K$13.3K+$9.3K2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED999900%$15.0K$13.1K-$1.9K2026-10-28
Bare Financial Services, Inc
DECREASED98213-115-54%$32.3K$13.0K-$19.3K2026-11-04
Yankcom Partnership
UNCHANGED939300%$14.1K$12.3K-$1.8K2026-10-15
Rakuten Securities, Inc.
DECREASED90106-16-15%$16.1K$11.9K-$4.2K2026-11-02
Hyposwiss Advisors SA
UNCHANGED909000%$13.6K$11.9K-$1.7K2026-10-26
USA Financial Formulas
NEW87—+87——$11.5K—2026-10-16
NorthAvenue LLC
UNCHANGED878700%$13.2K$11.5K-$1.7K2026-10-29
United Financial Planning Group LLC
UNCHANGED868600%$13.0K$11.4K-$1.7K2026-11-04
Friedenthal Financial
INCREASED8281+1+1%$12.3K$10.8K-$1.5K2026-10-27
Southern Michigan Bank & Trust
INCREASED8067+13+19%$10.2K$10.6K+$4342026-10-19
Kingdom Financial Group Llc.
INCREASED7748+29+60%$7.3K$10.2K+$2.9K2026-11-04
RMG Wealth Management LLC
UNCHANGED777700%$11.8K$11.3K-$4052026-10-26
Barrett & Company, Inc.
DECREASED7582-7-9%$12.4K$9.9K-$2.5K2026-10-22
Access Investment Management LLC
UNCHANGED737300%$11.1K$9.7K-$1.4K2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED70560-490-87%$84.8K$9.3K-$75.6K2026-10-29
Chapman Financial Group, LLC
UNCHANGED707000%$10.6K$9.3K-$1.3K2026-10-26
Triumph Capital Management
DECREASED6889-21-24%$13.5K$9.0K-$4.5K2026-10-14
Pacifica Partners Inc.
UNCHANGED686800%$10.5K$9.1K-$1.4K2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED6745+22+49%$7$9+$22026-10-14
Carolina Wealth Advisors, LLC
UNCHANGED666600%$10.0K$8.7K-$1.3K2026-10-23
Activest Wealth Management
DECREASED58586-528-90%$88.8K$7.7K-$81.1K2026-10-15
MJT & Associates Financial Advisory Group, Inc.
DECREASED58105-47-45%$15.9K$7.7K-$8.2K2026-10-07
Halbert Hargrove Global Advisors, LLC
DECREASED5873-15-21%$11.0K$7.7K-$3.3K2026-10-16
Wolff Wiese Magana LLC
DECREASED5872-14-19%$10.9K$7.7K-$3.2K2026-10-15
Planning Strategies Inc.
DECREASED5281-29-36%$12.3K$6.9K-$5.4K2026-10-02
Retirement Wealth Solutions LLC
INCREASED5227+25+93%$4.1K$6.9K+$2.8K2026-10-07
Davis Capital Management
INCREASED5230+22+73%$4.5K$6.9K+$2.3K2026-10-08
Evolution Wealth Management Inc.
DECREASED51121-70-58%$18.3K$6.8K-$11.6K2026-10-28
KFG LLC
NEW49—+49——$6.5K—2026-11-02
Three Bridge Wealth Advisors, LLC
NEW49—+49——$6.5K—2026-11-05
SRH Advisors, LLC
UNCHANGED464600%$7.0K$6.1K-$8832026-10-22
Marquette Asset Management, LLC
DECREASED45342-297-87%$51.8K$6.0K-$45.9K2026-10-09
Redwood Park Advisors LLC
INCREASED427+35+500%$1.1K$5.6K+$4.5K2026-11-02
IMG Wealth Management, Inc.
DECREASED36295-259-88%$44.7K$4.8K-$39.9K2026-10-27
Quaker Wealth Management, LLC
INCREASED3633+3+9%$5.0K$4.8K-$2362026-10-22
Aventus Investment Advisors, Inc.
UNCHANGED313100%$4.7K$4.1K-$5952026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED303000%$4.5K$4.0K-$5762026-11-02
Bernzott Capital Advisors
NEW28—+28——$3.7K—2026-10-29
Decker Retirement Planning Inc.
DECREASED2740-13-32%$6.1K$3.6K-$2.5K2026-10-19
Ashurst Perkins Coie Trust Co
NEW25—+25——$3.3K—2026-10-15
Point Nemo Capital, LLC
UNCHANGED232300%$3.5K$3.0K-$4412026-11-03
St. Johns Investment Management Company, LLC
UNCHANGED232300%$3.5K$3.0K-$4422026-10-30
PayPay Securities Corp
INCREASED2019+1+5%$2.9K$2.6K-$2332026-10-27
Country Trust Bank
UNCHANGED191900%$2.9K$2.5K-$3652026-10-30
Maseco LLP
NEW18—+18——$2.4K—2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED161600%$2.4K$2.1K-$3072026-10-23
Wealth Analytics Partners, LLC
NEW14—+14——$1.9K—2026-10-19
Fairway Wealth LLC
DECREASED13106-93-88%$16.1K$1.7K-$14.3K2026-10-30
Main Street Group, LTD
UNCHANGED131300%$2.0K$1.7K-$2502026-10-28
Networth Advisors, LLC
UNCHANGED111100%$1.7K$1.5K-$2062026-11-03
IFS Advisors, LLC
NEW10—+10——$1.3K—2026-10-14
POM Investment Strategies, LLC
UNCHANGED101000%$1.5K$1.3K-$1922026-10-20
CKW Financial Group
DECREASED89-1-11%$1$1$02026-10-29
Phillip James Consulting Co.
UNCHANGED8800%$1.2K$1.1K-$1542026-11-03
Elevated Capital Advisors, LLC
UNCHANGED7700%$1.1K$926-$1352026-11-04
Winthrop Capital Management, LLC
UNCHANGED7700%$1$926+$9252026-11-05
Mosley Wealth Management
UNCHANGED5500%$758$723-$352026-10-16
3 Factor Indexing, LLC
UNCHANGED5500%$758$662-$962026-10-15
Hurley Capital, LLC
DECREASED45-1-20%$775$546-$2292026-11-05
Monetary Solutions, Ltd
NEW3—+3——$397—2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED3300%$455$397-$582026-10-15
Signature Resources Capital Management, LLC
NEW1—+1——$132—2026-10-16
Arvest Investments, Inc.
NEW0—0——$0—2026-10-21
Payden & Rygel
CLOSED0135,700-135,700-100%$20.6M$0-$20.6M2026-10-28
Empirical Capital Management, LLC
CLOSED077,500-77,500-100%$11.7M$0-$11.7M2026-10-27
Verde Servicos Internacionais S.A.
CLOSED053,800-53,800-100%$8.2M$0-$8.2M2026-10-26
MinichMacGregor Wealth Management, LLC
CLOSED046,731-46,731-100%$7.1M$0-$7.1M2026-10-14
Greystone Financial Group, LLC
CLOSED045,611-45,611-100%$6.9M$0-$6.9M2026-10-26
Vista Investment Partners LLC
CLOSED031,869-31,869-100%$4.8M$0-$4.8M2026-10-08
Vista Investment Partners II, LLC
CLOSED024,763-24,763-100%$3.8M$0-$3.8M2026-10-15
Simplex Trading, LLC
CLOSED019,846-19,846-100%$3.0M$0-$3.0M2026-11-04
Hennessy Advisors Inc
CLOSED017,124-17,124-100%$2.6M$0-$2.6M2026-10-28
VCI Wealth Management LLC
CLOSED016,359-16,359-100%$2.5M$0-$2.5M2026-10-29
Clarus Wealth Advisors
CLOSED011,431-11,431-100%$1.7M$0-$1.7M2026-10-13
Genus Capital Management Inc.
CLOSED08,185-8,185-100%$1.2M$0-$1.2M2026-11-04
Accuvest Global Advisors
CLOSED06,495-6,495-100%$984.0K$0-$984.0K2026-11-04
Iron Financial LLC
CLOSED06,279-6,279-100%$951.3K$0-$951.3K2026-10-23
Capstone Capital Management Ltd
CLOSED05,112-5,112-100%$774.5K$0-$774.5K2026-10-21
Canton Hathaway, LLC
CLOSED05,000-5,000-100%$757.5K$0-$757.5K2026-10-23
Cynosure Group, LLC
CLOSED04,853-4,853-100%$735.2K$0-$735.2K2026-11-03
QTR Family Wealth, LLC
CLOSED04,609-4,609-100%$698.2K$0-$698.2K2026-11-02
Insight Wealth Partners, LLC
CLOSED04,377-4,377-100%$663.1K$0-$663.1K2026-10-26
World Equity Group, Inc.
CLOSED04,130-4,130-100%$625.7K$0-$625.7K2026-10-14
Oak Thistle LLC
CLOSED03,942-3,942-100%$597.2K$0-$597.2K2026-10-21
111 Capital
CLOSED03,833-3,833-100%$580.7K$0-$580.7K2026-11-03
Larry Mathis Financial Planning, LLC
CLOSED03,815-3,815-100%$578.0K$0-$578.0K2026-10-26
HighRoad Wealth Advisors, LLC
CLOSED03,750-3,750-100%$568.1K$0-$568.1K2026-10-14
Capstone Wealth Management, LLC
CLOSED03,676-3,676-100%$556.9K$0-$556.9K2026-11-02
Thor Trading Advisors, LLC
CLOSED03,248-3,248-100%$492.1K$0-$492.1K2026-11-05
Collaborative Fund Advisors, LLC
CLOSED03,137-3,137-100%$475.3K$0-$475.3K2026-11-02
Whalen Wealth Management Inc.
CLOSED03,011-3,011-100%$456.1K$0-$456.1K2026-10-08
Mainsail Asset Management, LLC
CLOSED02,910-2,910-100%$449.5K$0-$449.5K2026-10-14
Paragon Private Wealth Management, LLC
CLOSED02,895-2,895-100%$438.6K$0-$438.6K2026-10-20
Saxon Interests, Inc.
CLOSED02,838-2,838-100%$430.0K$0-$430.0K2026-10-26
Laurion Capital Management LP
CLOSED02,694-2,694-100%$408.1K$0-$408.1K2026-10-30
Asset One Wealth Management LLC
CLOSED02,675-2,675-100%$403.8K$0-$403.8K2026-11-02
Pacific Excel Wealth Advisors, Inc.
CLOSED02,394-2,394-100%$362.7K$0-$362.7K2026-10-27
Lionsbridge Wealth Management LLC
CLOSED02,254-2,254-100%$341.5K$0-$341.5K2026-10-26
Uhlmann Price Securities, LLC
CLOSED02,217-2,217-100%$335.9K$0-$335.9K2026-11-03
MW Advisory, LLC
CLOSED02,180-2,180-100%$330.3K$0-$330.3K2026-10-19
Sepio Capital, LP
CLOSED02,173-2,173-100%$329.2K$0-$329.2K2026-10-22
Investment Research Partners LLC
CLOSED02,164-2,164-100%$327.8K$0-$327.8K2026-10-19
AMG Asset Management Group, Inc.
CLOSED02,122-2,122-100%$321.5K$0-$321.5K2026-10-21
Grandview Asset Management LLC
CLOSED02,053-2,053-100%$311.2K$0-$311.2K2026-10-19
Avail Investment Partners, LLC
CLOSED02,050-2,050-100%$310.6K$0-$310.6K2026-10-16
Analyst IMS Investment Management Services Ltd.
CLOSED02,048-2,048-100%$310.0K$0-$310.0K2026-11-05
apricus wealth, LLC
CLOSED02,028-2,028-100%$307.2K$0-$307.2K2026-10-26
First Heartland Consultants, Inc.
CLOSED02,014-2,014-100%$305.1K$0-$305.1K2026-10-08
FDx Advisors, Inc.
CLOSED01,964-1,964-100%$298.0K$0-$298.0K2026-11-05
Johnson Financial Group, LLC
CLOSED01,963-1,963-100%$297.4K$0-$297.4K2026-11-03
Private Client Services, LLC
CLOSED01,911-1,911-100%$289.5K$0-$289.5K2026-10-02
Wellington Shields Capital Management, LLC
CLOSED01,905-1,905-100%$288.6K$0-$288.6K2026-11-03
LifeGoal Investments, LLC
CLOSED01,797-1,797-100%$272.2K$0-$272.2K2026-10-09
Advisory Solutions Group, LLC
CLOSED01,792-1,792-100%$271.5K$0-$271.5K2026-10-14
Manchester Financial Inc
CLOSED01,763-1,763-100%$267.1K$0-$267.1K2026-10-15
Symmetry Partners, LLC
CLOSED01,749-1,749-100%$265.0K$0-$265.0K2026-10-27
Sterling Investment Counsel, LLC
CLOSED01,731-1,731-100%$262.3K$0-$262.3K2026-10-19
Canopy Partners, LLC
CLOSED01,728-1,728-100%$261.8K$0-$261.8K2026-10-28
Peoples Bank
CLOSED01,706-1,706-100%$258.5K$0-$258.5K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED01,676-1,676-100%$251.8K$0-$251.8K2026-10-13
Alliance Wealth Advisors, LLC
CLOSED01,672-1,672-100%$253.3K$0-$253.3K2026-10-28
Allen Capital Group, LLC
CLOSED01,653-1,653-100%$250.4K$0-$250.4K2026-10-27
Wealth Advisory Solutions, LLC
CLOSED01,569-1,569-100%$237.7K$0-$237.7K2026-10-20
Keyes, Stange & Wooten Wealth Management, LLC
CLOSED01,562-1,562-100%$236.6K$0-$236.6K2026-11-03
One Wealth Capital Management, LLC
CLOSED01,561-1,561-100%$236.5K$0-$236.5K2026-10-23
Quantum Financial Partners LLC
CLOSED01,552-1,552-100%$235.1K$0-$235.1K2026-10-19
AAF Wealth Management, LLC
CLOSED01,540-1,540-100%$233.3K$0-$233.3K2026-10-28
Trek Financial, LLC
CLOSED01,512-1,512-100%$229.1K$0-$229.1K2026-10-29
Congress Park Capital LLC
CLOSED01,510-1,510-100%$228.8K$0-$228.8K2026-10-13
Gradient Capital Advisors, LLC
CLOSED01,497-1,497-100%$226.8K$0-$226.8K2026-10-21
B.O.S.S. Retirement Advisors, LLC
CLOSED01,490-1,490-100%$225.7K$0-$225.7K2026-10-26
Middleton & Co Inc
CLOSED01,486-1,486-100%$225.1K$0-$225.1K2026-10-23
Klein Pavlis & Peasley Financial, Inc.
CLOSED01,481-1,481-100%$224.4K$0-$224.4K2026-10-13
Commonwealth Financial Services, LLC
CLOSED01,465-1,465-100%$222.0K$0-$222.0K2026-10-20
Summit Financial Wealth Advisors, LLC
CLOSED01,459-1,459-100%$221.0K$0-$221.0K2026-10-15
Financial Security Advisor, Inc.
CLOSED01,459-1,459-100%$221.1K$0-$221.1K2026-11-03
One Day In July LLC
CLOSED01,456-1,456-100%$220.6K$0-$220.6K2026-10-30
Hoxton Planning & Management, LLC
CLOSED01,450-1,450-100%$219.7K$0-$219.7K2026-10-15
Carret Asset Management, LLC
CLOSED01,441-1,441-100%$218.3K$0-$218.3K2026-11-04
Capital Investment Counsel, Inc
CLOSED01,438-1,438-100%$217.9K$0-$217.9K2026-10-20
SC&H Financial Advisors, Inc.
CLOSED01,436-1,436-100%$217.6K$0-$217.6K2026-10-14
Clear Retirement Advice LLC
CLOSED01,433-1,433-100%$217.1K$0-$217.1K2026-10-22
JB Capital LLC
CLOSED01,427-1,427-100%$216.1K$0-$216.1K2026-10-19
Howard Wealth Management, LLC
CLOSED01,419-1,419-100%$215.0K$0-$215.0K2026-10-28
Cooper S Advisors, LLC
CLOSED01,417-1,417-100%$214.7K$0-$214.7K2026-11-03
Allegiance Financial Group Advisory Services LLC
CLOSED01,417-1,417-100%$214.7K$0-$214.7K2026-11-02
Collar Capital Management, LLC
CLOSED01,416-1,416-100%$214.5K$0-$214.5K2026-10-28
Convergence Investment Partners, LLC
CLOSED01,413-1,413-100%$214.1K$0-$214.1K2026-10-28
Torrey Growth & Income Advisors
CLOSED01,406-1,406-100%$213.6K$0-$213.6K2026-11-04
Warwick Investment Management, Inc.
CLOSED01,403-1,403-100%$212.6K$0-$212.6K2026-10-19
Annex Advisory Services, LLC
CLOSED01,401-1,401-100%$212.2K$0-$212.2K2026-10-16
D.B. Root & Company, LLC
CLOSED01,397-1,397-100%$211.6K$0-$211.6K2026-11-04
Visionary Wealth Advisors
CLOSED01,396-1,396-100%$211.6K$0-$211.6K2026-11-04
Berman McAleer LLC
CLOSED01,396-1,396-100%$211.5K$0-$211.5K2026-10-16
Garde Capital, Inc.
CLOSED01,387-1,387-100%$210.1K$0-$210.1K2026-10-29
Lountzis Asset Management, LLC
CLOSED01,386-1,386-100%$210.0K$0-$210.0K2026-10-30
Patrick M Sweeney & Associates, Inc
CLOSED01,386-1,386-100%$210.0K$0-$210.0K2026-10-22
Granville Capital, Inc.
CLOSED01,385-1,385-100%$209.8K$0-$209.8K2026-11-05
Correct Capital Wealth Management
CLOSED01,381-1,381-100%$209.2K$0-$209.2K2026-11-02
Wetzel Investment Advisors, Inc.
CLOSED01,380-1,380-100%$209.1K$0-$209.1K2026-10-13
Schaper Benz & Wise Investment Counsel Inc
CLOSED01,375-1,375-100%$208.3K$0-$208.3K2026-10-09
Denver PWM, LLC
CLOSED01,374-1,374-100%$209.0K$0-$209.0K2026-10-22
Copper Harbor Investment Advisors, LLC
CLOSED01,372-1,372-100%$207.9K$0-$207.9K2026-10-16
Meridian Investment Counsel Inc.
CLOSED01,372-1,372-100%$207.9K$0-$207.9K2026-10-14
Compass Ion Advisors, LLC
CLOSED01,363-1,363-100%$206.5K$0-$206.5K2026-10-23
O'Brien Greene & Co. Inc
CLOSED01,362-1,362-100%$206.3K$0-$206.3K2026-11-05
BCS Wealth Management
CLOSED01,360-1,360-100%$206.0K$0-$206.0K2026-11-03
Cannon Advisors, Inc.
CLOSED01,360-1,360-100%$204.5K$0-$204.5K2026-10-14
Wiser Wealth Management, Inc
CLOSED01,358-1,358-100%$205.7K$0-$205.7K2026-10-14
Shepherd Financial Partners LLC
CLOSED01,358-1,358-100%$205.7K$0-$205.7K2026-11-03
HBW Advisory Services LLC
CLOSED01,357-1,357-100%$205.6K$0-$205.6K2026-10-15
Greenwood Gearhart LLC
CLOSED01,356-1,356-100%$205.4K$0-$205.4K2026-11-02
Douglas Lane & Associates, LLC
CLOSED01,345-1,345-100%$203.8K$0-$203.8K2026-10-09
Heritage Investment Group, Inc.
CLOSED01,343-1,343-100%$203.5K$0-$203.5K2026-11-03
PFW Advisors LLC
CLOSED01,341-1,341-100%$203.2K$0-$203.2K2026-10-07
MontVue Capital Management, Inc.
CLOSED01,338-1,338-100%$202.7K$0-$202.7K2026-10-19
Clarity Capital Advisors, LLC
CLOSED01,337-1,337-100%$202.6K$0-$202.6K2026-10-27
Smith Shellnut Wilson LLC
CLOSED01,328-1,328-100%$201.2K$0-$201.2K2026-10-21
Warren Street Wealth Advisors, LLC
CLOSED01,327-1,327-100%$201.0K$0-$201.0K2026-11-04
Pettinga Financial Advisors LLC
CLOSED01,324-1,324-100%$200.6K$0-$200.6K2026-10-13
Cornerstone Planning Group LLC
CLOSED0828-828-100%$128.6K$0-$128.6K2026-10-16
Obsidian CIO, LLC
CLOSED0703-703-100%$106.5K$0-$106.5K2026-11-05
Harbor Capital Advisors, Inc.
CLOSED0550-550-100%$83.0K$0-$83.0K2026-10-22
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$70.9K$0-$70.9K2026-11-02
Founders Capital Management
CLOSED0292-292-100%$44.2K$0-$44.2K2026-10-13
Summit Securities Group LLC
CLOSED0266-266-100%$40.3K$0-$40.3K2026-11-05
LifeSteps Financial, Inc.
CLOSED0265-265-100%$40.1K$0-$40.1K2026-10-15
Bullseye Investment Management, LLC
CLOSED0250-250-100%$37.9K$0-$37.9K2026-10-29
Wellington Shields & Co., LLC
CLOSED0150-150-100%$22.7K$0-$22.7K2026-11-03
Gill Capital Partners, LLC
CLOSED0103-103-100%$15.6K$0-$15.6K2026-10-13
Wolverine Asset Management LLC
CLOSED065-65-100%$9.8K$0-$9.8K2026-11-02
Whipplewood Advisors, LLC
CLOSED038-38-100%$5.8K$0-$5.8K2026-10-20
Deane Retirement Strategies, Inc.
CLOSED016-16-100%$2.4K$0-$2.4K2026-10-09
Navigoe, LLC
CLOSED015-15-100%$2$0-$22026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED015-15-100%$2.3K$0-$2.3K2026-10-29
Nvest Wealth Strategies, Inc.
CLOSED05-5-100%$758$0-$7582026-10-14
Glass Jacobson Investment Advisors llc
CLOSED04-4-100%$606$0-$6062026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED000—$711.0K$750.7K+$39.7K2026-10-29
BlackRock, Inc.
N/A—108,844,399-108,844,399-100%$16.5B———
Vanguard Capital Management LLC
N/A—72,219,699-72,219,699-100%$10.9B———
State Street Corp
N/A—49,709,223-49,709,223-100%$7.5B———
Geode Capital Management, LLC
N/A—28,894,377-28,894,377-100%$4.4B———
Morgan Stanley
N/A—27,031,090-27,031,090-100%$4.1B———
FMR LLC
N/A—25,442,660-25,442,660-100%$3.9B———
Bank of America Corp
N/A—23,178,569-23,178,569-100%$3.5B———
Vanguard Portfolio Management LLC
N/A—20,212,962-20,212,962-100%$3.1B———
JPMorgan Chase & Co
N/A—16,938,324-16,938,324-100%$2.6B———
Ameriprise Financial Inc
N/A—14,563,672-14,563,672-100%$2.2B———
Norges Bank
N/A—14,473,106-14,473,106-100%$2.2B———
Goldman Sachs Group Inc
N/A—13,507,527-13,507,527-100%$2.0B———
Northern Trust Corp
N/A—13,224,155-13,224,155-100%$2.0B———
Alliancebernstein L.P.
N/A—12,574,742-12,574,742-100%$2.0B———
UBS Asset Management Americas LLC
N/A—12,560,007-12,560,007-100%$1.9B———
Wellington Management Group LLP
N/A—12,169,208-12,169,208-100%$1.8B———
Nuveen, LLC
N/A—11,412,968-11,412,968-100%$1.7B———
Royal Bank of Canada
N/A—11,044,361-11,044,361-100%$1.7B———
Price T Rowe Associates Inc
N/A—10,652,693-10,652,693-100%$1.6B———
Primecap Management Co
N/A—9,476,020-9,476,020-100%$1.4B———
UBS Group AG
N/A—9,247,128-9,247,128-100%$1.4B———
Arrowstreet Capital, Limited Partnership
N/A—8,366,623-8,366,623-100%$1.3B———
Invesco Ltd.
N/A—8,345,994-8,345,994-100%$1.3B———
Nordea Investment Management AB
N/A—7,223,350-7,223,350-100%$1.1B———
Charles Schwab Investment Management Inc
N/A—7,181,619-7,181,619-100%$1.1B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—7,150,089-7,150,089-100%$1.1B———
Amundi
N/A—7,026,149-7,026,149-100%$1.1B———
AQR Capital Management LLC
N/A—6,482,697-6,482,697-100%$970.8M———
Vanguard Fiduciary Trust Co
N/A—6,275,220-6,275,220-100%$950.7M———
Raymond James Financial Inc
N/A—6,161,100-6,161,100-100%$933.4M———
Deutsche Bank Ag\
N/A—5,722,118-5,722,118-100%$866.9M———
Wells Fargo & Company
N/A—5,479,968-5,479,968-100%$830.2M———
Capital Research Global Investors
N/A—5,375,987-5,375,987-100%$814.5M———
Legal & General Group Plc
N/A—5,328,735-5,328,735-100%$807.3M———
Jupiter Topco LLC
N/A—5,302,446-5,302,446-100%$803.3M———
Two Sigma Investments, LP
N/A—4,990,475-4,990,475-100%$756.1M———
Capital Wealth Planning, LLC
N/A—4,808,671-4,808,671-100%$728.5M———
Clearbridge Investments, LLC
N/A—4,704,369-4,704,369-100%$712.7M———
Envestnet Asset Management Inc
N/A—4,676,531-4,676,531-100%$708.5M———
Acadian Asset Management LLC
N/A—4,644,821-4,644,821-100%$703.6M———
Baird Financial Group, Inc.
N/A—4,479,945-4,479,945-100%$678.7M———
Allianz Asset Management GmbH
N/A—4,332,475-4,332,475-100%$656.4M———
Victory Capital Management Inc
N/A—4,252,665-4,252,665-100%$644.3M———
Neuberger Berman Group LLC
N/A—4,179,892-4,179,892-100%$633.2M———
Schroder Investment Management Group
N/A—4,040,135-4,040,135-100%$612.1M———
Fiera Capital Corp
N/A—4,039,754-4,039,754-100%$612.0M———
Jennison Associates LLC
N/A—3,995,146-3,995,146-100%$605.3M———
American Century Companies Inc
N/A—3,950,845-3,950,845-100%$598.6M———
1832 Asset Management L.P.
N/A—3,869,155-3,869,155-100%$586.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,679,188-3,679,188-100%$557.4M———
TD Asset Management Inc
N/A—3,625,720-3,625,720-100%$549.3M———
BNP Paribas Asset Management Holding S.A.
N/A—3,352,195-3,352,195-100%$507.9M———
Capital International Investors
N/A—3,264,353-3,264,353-100%$494.5M———
HSBC Holdings PLC
N/A—3,201,638-3,201,638-100%$485.0M———
Bank of Montreal
N/A—3,150,721-3,150,721-100%$477.3M———
Swiss National Bank
N/A—3,121,700-3,121,700-100%$472.9M———
Canada Pension Plan Investment Board
N/A—3,090,071-3,090,071-100%$468.1M———
Stifel Financial Corp
N/A—2,974,205-2,974,205-100%$450.6M———
Fiduciary Trust Co
N/A—2,832,738-2,832,738-100%$429.2M———
Massachusetts Financial Services Co
N/A—2,807,855-2,807,855-100%$442.5M———
Alkeon Capital Management LLC
N/A—2,799,971-2,799,971-100%$424.2M———
New World Advisors LLC
N/A—2,759,008-2,759,008-100%$418.0M———
CIBC Bancorp USA Inc.
N/A—2,753,717-2,753,717-100%$417.5M———
Capital World Investors
N/A—2,699,779-2,699,779-100%$409.0M———
National Pension Service
N/A—2,686,071-2,686,071-100%$406.9M———
Caisse de Depot ET Placement DU Quebec
N/A—2,544,960-2,544,960-100%$385.6M———
Mariner, LLC
N/A—2,429,911-2,429,911-100%$368.1M———
Vanguard Global Advisers, LLC
N/A—2,393,437-2,393,437-100%$362.6M———
Franklin Resources Inc
N/A—2,393,392-2,393,392-100%$362.6M———
California Public Employees Retirement System
N/A—2,345,134-2,345,134-100%$355.3M———
Fundsmith LLP
N/A—2,272,592-2,272,592-100%$344.3M———
Russell Investments Group, Ltd.
N/A—2,253,128-2,253,128-100%$341.3M———
APG Asset Management N.V.
N/A—2,186,625-2,186,625-100%$289.8M———
PNC Financial Services Group, Inc.
N/A—2,180,500-2,180,500-100%$330.3M———
Vanguard Asset Management, Ltd
N/A—2,162,042-2,162,042-100%$327.5M———
Rhumbline Advisers
N/A—2,122,562-2,122,562-100%$321.6M———
SG Americas Securities, LLC
N/A—1,971,461-1,971,461-100%$298.7M———
BNP Paribas Financial Markets
N/A—1,964,906-1,964,906-100%$297.7M———
D. E. Shaw & Co., Inc.
N/A—1,776,613-1,776,613-100%$269.2M———
Renaissance Technologies LLC
N/A—1,729,400-1,729,400-100%$262.0M———
California State Teachers Retirement System
N/A—1,708,098-1,708,098-100%$258.8M———
Citadel Advisors LLC
N/A—1,693,580-1,693,580-100%$256.6M———
First Trust Advisors LP
N/A—1,688,744-1,688,744-100%$255.8M———
Chevy Chase Trust Holdings, LLC
N/A—1,616,612-1,616,612-100%$244.9M———
Cerity Partners LLC
N/A—1,603,385-1,603,385-100%$242.9M———
Voya Investment Management LLC
N/A—1,599,095-1,599,095-100%$241.8M———
Barclays PLC
N/A—1,588,415-1,588,415-100%$240.6M———
Haverford Trust Co
N/A—1,528,633-1,528,633-100%$231.6M———
LPL Financial LLC
N/A—1,511,681-1,511,681-100%$229.0M———
Aberdeen Group plc
N/A—1,489,604-1,489,604-100%$225.7M———
Aviva PLC
N/A—1,456,090-1,456,090-100%$220.6M———
Natixis Advisors, LLC
N/A—1,444,728-1,444,728-100%$218.9M———
Man Group plc
N/A—1,435,127-1,435,127-100%$217.4M———
Lord, Abbett & Co. LLC
N/A—1,412,662-1,412,662-100%$214.0M———
Ensign Peak Advisors, Inc
N/A—1,410,014-1,410,014-100%$213.6M———
Rockefeller Capital Management L.P.
N/A—1,397,478-1,397,478-100%$211.7M———
HighTower Advisors, LLC
N/A—1,375,797-1,375,797-100%$208.4M———
Unisphere Establishment
N/A—1,371,000-1,371,000-100%$207.7M———
Qube Research & Technologies Ltd
N/A—1,304,631-1,304,631-100%$197.7M———
Lazard Asset Management LLC
N/A—1,288,989-1,288,989-100%$195.3M———
Worldquant Millennium Advisors LLC
N/A—1,283,048-1,283,048-100%$194.4M———
Quantinno Capital Management LP
N/A—1,254,502-1,254,502-100%$190.1M———
Canada Life Assurance Co
N/A—1,247,736-1,247,736-100%$188.8M———
Saturna Capital Corp
N/A—1,217,439-1,217,439-100%$191.2M———
New York State Common Retirement Fund
N/A—1,210,777-1,210,777-100%$183.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,095,384-1,095,384-100%$164.9M———
Prudential Financial Inc
N/A—1,073,713-1,073,713-100%$162.7M———
Brown Advisory Inc
N/A—1,057,151-1,057,151-100%$160.2M———
Erste Asset Management GmbH
N/A—1,049,815-1,049,815-100%$159.2M———
NewEdge Advisors, LLC
N/A—1,047,163-1,047,163-100%$158.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,037,947-1,037,947-100%$157.2M———
Great Lakes Advisors, LLC
N/A—1,037,023-1,037,023-100%$157.1M———
Junto Capital Management LP
N/A—1,006,356-1,006,356-100%$152.5M———
National Bank of Canada
N/A—1,003,423-1,003,423-100%$152.1M———
SEI Investments Co
N/A—1,003,355-1,003,355-100%$152.0M———
Jane Street Group, LLC
N/A—997,148-997,148-100%$151.1M———
Manning & Napier Advisors LLC
N/A—988,894-988,894-100%$149.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—988,135-988,135-100%$149.7M———
Bartlett & Co. Wealth Management LLC
N/A—980,772-980,772-100%$148.6M———
Glenmede Trust Co NA
N/A—953,752-953,752-100%$144.5M———
Korea Investment Corp
N/A—949,206-949,206-100%$143.8M———
Federated Hermes, Inc.
N/A—948,087-948,087-100%$143.6M———
State Board of Administration of Florida Retirement System
N/A—935,568-935,568-100%$141.7M———
Adage Capital Partners GP, L.L.C.
N/A—922,248-922,248-100%$139.7M———
Focus Partners Wealth
N/A—916,401-916,401-100%$138.8M———
DJE Kapital AG
N/A—912,966-912,966-100%$141.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—898,390-898,390-100%$136.1M———
Public Sector Pension Investment Board
N/A—890,641-890,641-100%$134.9M———
Jones Financial Companies Lllp
N/A—876,558-876,558-100%$135.7M———
Marshfield Associates
N/A—872,770-872,770-100%$132.2M———
Manufacturers Life Insurance Company, the
N/A—869,113-869,113-100%$131.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—860,790-860,790-100%$130.4M———
Macquarie Group LTD
N/A—859,917-859,917-100%$130.3M———
Johnson Investment Counsel Inc
N/A—848,363-848,363-100%$128.5M———
Tidal Investments LLC
N/A—799,840-799,840-100%$121.2M———
Bank of Nova Scotia
N/A—785,085-785,085-100%$118.9M———
Epoch Investment Partners, Inc.
N/A—773,709-773,709-100%$117.2M———
Axiom Investors LLC
N/A—763,444-763,444-100%$115.7M———
Huntington National Bank
N/A—754,783-754,783-100%$114.4M———
Fundsmith Investment Services Ltd.
N/A—721,550-721,550-100%$109.3M———
Rathbones Group PLC
N/A—695,588-695,588-100%$105.4M———
Danske Bank A/S
N/A—686,583-686,583-100%$104.0M———
Storebrand Asset Management AS
N/A—680,676-680,676-100%$103.1M———
Squarepoint Ops LLC
N/A—671,424-671,424-100%$101.7M———
Nomura Asset Management International Inc.
N/A—668,484-668,484-100%$101.3M———
Teacher Retirement System of Texas
N/A—661,494-661,494-100%$100.2M———
Jupiter Asset Management LTD
N/A—656,112-656,112-100%$98.4M———
Nomura Asset Management Co LTD
N/A—656,007-656,007-100%$99.4M———
Davis R M Inc
N/A—655,457-655,457-100%$99.3M———
Credit Agricole S A
N/A—638,731-638,731-100%$96.8M———
Public Employees Retirement Association of Colorado
N/A—634,348-634,348-100%$96.1M———
State of Wisconsin Investment Board
N/A—633,978-633,978-100%$96.0M———
PFA Pension, Forsikringsaktieselskab
N/A—629,581-629,581-100%$95.4M———
HM Payson & Co
N/A—621,328-621,328-100%$94.1M———
Handelsbanken Fonder AB
N/A—615,842-615,842-100%$93.3K———
ABN Amro Bank N.V.
N/A—597,173-597,173-100%$90.4M———
Royal London Asset Management LTD
N/A—590,972-590,972-100%$89.5M———
Advisors Capital Management, LLC
N/A—589,245-589,245-100%$89.3M———
Whittier Trust Co
N/A—588,652-588,652-100%$89.1M———
Osaic Holdings, Inc.
N/A—583,115-583,115-100%$88.4M———
KLP Kapitalforvaltning AS
N/A—577,400-577,400-100%$87.5M———
Trexquant Investment LP
N/A—568,553-568,553-100%$86.1M———
HRT Financial LP
N/A—564,688-564,688-100%$85.6M———
Vanguard Investments Australia, Ltd.
N/A—564,639-564,639-100%$85.5M———
Groupama Asset Managment
N/A—551,213-551,213-100%$83.4M———
Cetera Investment Advisers
N/A—540,360-540,360-100%$81.9M———
Capitolis Liquid Global Markets LLC
N/A—534,426-534,426-100%$81.0M———
Captrust Financial Advisors
N/A—523,406-523,406-100%$79.3M———
Vinva Investment Management Ltd
N/A—522,243-522,243-100%$79.0M———
Mercer Global Advisors Inc
N/A—519,261-519,261-100%$78.7M———
Earnest Partners LLC
N/A—516,619-516,619-100%$78.3M———
Susquehanna International Group, LLP
N/A—513,166-513,166-100%$77.7M———
Wilkinson Global Asset Management LLC
N/A—512,166-512,166-100%$77.6M———
Jensen Investment Management Inc
N/A—503,180-503,180-100%$76.2M———
UMB Bank, n.a.
N/A—493,660-493,660-100%$74.8M———
Homestead Advisers Corp
N/A—484,913-484,913-100%$73.5M———
Employees Retirement System of Texas
N/A—481,988-481,988-100%$73.0M———
Woodline Partners LP
N/A—471,312-471,312-100%$71.4M———
Treasurer of the State of North Carolina
N/A—471,265-471,265-100%$71.4M———
Northwestern Mutual Wealth Management Co
N/A—452,360-452,360-100%$68.5M———
Pathstone Holdings, LLC
N/A—450,930-450,930-100%$68.5M———
Nykredit A/S
N/A—436,936-436,936-100%$66.2M———
Public Employees Retirement System of Ohio
N/A—433,974-433,974-100%$65.7M———
Peapack Gladstone Financial Corp
N/A—433,015-433,015-100%$65.6M———
Madison Asset Management, LLC
N/A—429,842-429,842-100%$65.1M———
Millennium Management LLC
N/A—428,263-428,263-100%$64.9M———
&partners
N/A—424,987-424,987-100%$64.4M———
CIBC World Market Inc.
N/A—422,311-422,311-100%$64.0M———
State of Tennessee, Department of Treasury
N/A—411,294-411,294-100%$62.3M———
M&T Bank Corp
N/A—410,225-410,225-100%$62.1M———
Susquehanna Portfolio Strategies, LLC
N/A—409,380-409,380-100%$62.0M———
Tredje Ap-fonden
N/A—402,430-402,430-100%$61.0M———
Resona Asset Management Co.,Ltd.
N/A—397,650-397,650-100%$60.2M———
Voloridge Investment Management, LLC
N/A—396,476-396,476-100%$60.1M———
Blair William & Co
N/A—394,916-394,916-100%$59.8M———
Employees Provident Fund Board
N/A—394,300-394,300-100%$59.7M———
Vident Advisory, LLC
N/A—389,772-389,772-100%$59.1M———
Trillium Asset Management, LLC
N/A—388,513-388,513-100%$58.9M———
Flputnam Investment Management Co
N/A—386,897-386,897-100%$58.6M———
Eurizon Capital SGR S.p.A.
N/A—356,540-356,540-100%$54.0M———
Pinnacle Financial Partners, Inc.
N/A—355,887-355,887-100%$53.9M———
EP Wealth Advisors, LLC
N/A—355,297-355,297-100%$53.8M———
Toronto Dominion Bank
N/A—352,583-352,583-100%$53.4M———
Fisher Asset Management, LLC
N/A—349,044-349,044-100%$52.9M———
Atalanta Sosnoff Capital, LLC
N/A—347,978-347,978-100%$52.7M———
Van Eck Associates Corp
N/A—340,295-340,295-100%$51.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—332,818-332,818-100%$50.4M———
Zacks Investment Management
N/A—332,418-332,418-100%$50.4M———
DnB Asset Management AS
N/A—331,003-331,003-100%$50.1M———
IEQ Capital, LLC
N/A—329,336-329,336-100%$49.9M———
Federation des caisses Desjardins du Quebec
N/A—328,656-328,656-100%$49.8M———
Curi Capital, LLC
N/A—328,087-328,087-100%$49.7M———
QRG Capital Management, Inc.
N/A—323,830-323,830-100%$49.1M———
Commerce Bank
N/A—323,332-323,332-100%$49.0M———
Cannell & Spears LLC
N/A—312,553-312,553-100%$47.4M———
RWA Wealth Partners, LLC
N/A—312,433-312,433-100%$47.3M———
Scotia Capital Inc.
N/A—309,602-309,602-100%$46.9M———
O'shaughnessy Asset Management, LLC
N/A—309,496-309,496-100%$46.9M———
Thornburg Investment Management Inc
N/A—308,876-308,876-100%$46.8M———
ING Groep NV
N/A—308,038-308,038-100%$46.7M———
Hemenway Trust Co LLC
N/A—307,733-307,733-100%$46.6M———
Vanguard Personalized Indexing Management, LLC
N/A—298,148-298,148-100%$45.2M———
Janney Montgomery Scott LLC
N/A—294,278-294,278-100%$44.6M———
Omers Administration Corp
N/A—280,118-280,118-100%$42.4M———
Mediolanum International Funds Ltd
N/A—278,308-278,308-100%$42.1M———
MAI Capital Management
N/A—276,176-276,176-100%$41.8M———
MetLife Investment Management, LLC
N/A—272,830-272,830-100%$41.3M———
Railway Pension Investments Ltd
N/A—270,200-270,200-100%$40.9M———
Steward Partners Investment Advisory, LLC
N/A—269,269-269,269-100%$40.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—267,407-267,407-100%$40.5M———
Gotham Asset Management, LLC
N/A—264,066-264,066-100%$40.0M———
BLI - Banque de Luxembourg Investments
N/A—259,928-259,928-100%$39.4M———
Evelyn Partners Group Ltd
N/A—259,386-259,386-100%$39.3M———
Evercore Wealth Management, LLC
N/A—258,499-258,499-100%$39.2M———
Sanctuary Advisors, LLC
N/A—257,649-257,649-100%$39.0M———
Benjamin Edwards Inc
N/A—257,183-257,183-100%$39.0M———
MML Investors Services, LLC
N/A—256,166-256,166-100%$38.8M———
Edmond de Rothschild Holding S.A.
N/A—254,488-254,488-100%$38.6M———
Whittier Trust Co of Nevada Inc
N/A—250,955-250,955-100%$38.7M———
Destination Wealth Management
N/A—247,270-247,270-100%$37.5M———
Empowered Funds, LLC
N/A—245,638-245,638-100%$37.2M———
Choate Investment Advisors
N/A—244,317-244,317-100%$37.0M———
Andra Ap-fonden
N/A—243,145-243,145-100%$36.8M———
Sequoia Financial Advisors, LLC
N/A—241,412-241,412-100%$36.6M———
Norinchukin Bank, The
N/A—235,071-235,071-100%$35.6M———
Daiichi Life Insurance Co., Ltd.
N/A—227,042-227,042-100%$34.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—222,406-222,406-100%$33.7M———
Walleye Capital LLC
N/A—220,160-220,160-100%$33.4M———
Westwood Holdings Group Inc
N/A—219,228-219,228-100%$33.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—216,945-216,945-100%$32.9M———
USS Investment Management Ltd
N/A—213,290-213,290-100%$32.3M———
Blue Chip Partners, LLC
N/A—202,536-202,536-100%$30.7M———
Atlantic Union Bankshares Corp
N/A—201,705-201,705-100%$30.6M———
Panagora Asset Management Inc
N/A—201,096-201,096-100%$30.5M———
SouthState Bank Corp
N/A—199,375-199,375-100%$30.2M———
Bradley Foster & Sargent Inc
N/A—196,620-196,620-100%$29.8M———
Renaissance Group LLC
N/A—195,530-195,530-100%$29.6M———
Picton Mahoney Asset Management
N/A—192,531-192,531-100%$29.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—192,172-192,172-100%$29.1M———
Guardian Capital LP
N/A—192,058-192,058-100%$29.1M———
Wealthfront Advisers LLC
N/A—189,675-189,675-100%$28.7M———
Windward Capital Management Co
N/A—187,502-187,502-100%$28.4M———
Guggenheim Capital LLC
N/A—186,008-186,008-100%$28.2M———
FIL Ltd
N/A—184,007-184,007-100%$27.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—180,000-180,000-100%$27.3M———
Cresset Asset Management, LLC
N/A—178,912-178,912-100%$27.1M———
Prudential PLC
N/A—178,422-178,422-100%$27.0M———
Groupe la Francaise
N/A—176,608-176,608-100%$26.8M———
Liontrust Investment Partners LLP
N/A—169,148-169,148-100%$25.6M———
Utah Retirement Systems
N/A—167,978-167,978-100%$25.4M———
South Street Advisors LLC
N/A—166,913-166,913-100%$25.3M———
Police & Firemen's Retirement System of New Jersey
N/A—166,354-166,354-100%$25.2M———
British Columbia Investment Management Corp
N/A—166,056-166,056-100%$25.2M———
Shelton Capital Management
N/A—164,935-164,935-100%$25.0M———
Capital International, Inc.
N/A—163,803-163,803-100%$24.8M———
BCV Asset Management Inc.
N/A—160,926-160,926-100%$24.4M———
Nissay Asset Management Corp N
N/A—155,537-155,537-100%$23.6M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—154,809-154,809-100%$23.5M———
Zevin Asset Management LLC
N/A—153,607-153,607-100%$23.3M———
Nomura Holdings Inc
N/A—149,534-149,534-100%$22.7M———
Staley Capital Advisers Inc
N/A—148,915-148,915-100%$22.6M———
Bridges Investment Management Inc
N/A—148,709-148,709-100%$22.5M———
SIT Investment Associates Inc
N/A—146,999-146,999-100%$22.3M———
Varma Mutual Pension Insurance Co
N/A—143,966-143,966-100%$21.8M———
Dakota Wealth Management
N/A—143,837-143,837-100%$21.8M———
CI Investments Inc.
N/A—143,188-143,188-100%$21.7M———
Martingale Asset Management L P
N/A—140,396-140,396-100%$21.3M———
Empower Advisory Group, LLC
N/A—139,590-139,590-100%$21.1M———
Banco Santander, S.A.
N/A—139,009-139,009-100%$21.1M———
Howe & Rusling Inc
N/A—137,278-137,278-100%$20.8M———
Moors & Cabot, Inc.
N/A—135,850-135,850-100%$20.6M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—134,416-134,416-100%$20.4M———
Horizon Investments, LLC
N/A—132,520-132,520-100%$20.0M———
Bragg Financial Advisors, Inc
N/A—131,176-131,176-100%$19.9M———
Investment Management Corp of Ontario
N/A—131,083-131,083-100%$19.9M———
Cumberland Partners Ltd
N/A—130,887-130,887-100%$19.8M———
HFR Wealth Management, LLC
N/A—129,485-129,485-100%$19.6M———
Venturi Wealth Management, LLC
N/A—128,983-128,983-100%$19.5M———
Dana Investment Advisors, Inc.
N/A—127,894-127,894-100%$19.4M———
Hancock Whitney Corp
N/A—127,653-127,653-100%$19.3M———
Westerkirk Capital Inc.
N/A—126,081-126,081-100%$19.1M———
Pinebridge Investments LLC
N/A—124,700-124,700-100%$18.9M———
EFG International AG
N/A—124,611-124,611-100%$18.9M———
Vestcor Inc
N/A—124,594-124,594-100%$18.9M———
WS Management Lllp
N/A—122,444-122,444-100%$18.6M———
Connors Investor Services Inc
N/A—122,189-122,189-100%$18.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—120,670-120,670-100%$18.3M———
Aptus Capital Advisors, LLC
N/A—120,596-120,596-100%$18.3M———
Allstate Corp
N/A—119,104-119,104-100%$18.0M———
Resources Management Corp
N/A—117,855-117,855-100%$17.9M———
Verition Fund Management LLC
N/A—115,273-115,273-100%$17.5M———
Capital Fund Management S.A.
N/A—113,160-113,160-100%$17.1M———
Tiaa Wealth Investment Management LLC
N/A—112,243-112,243-100%$17.0M———
Broderick Brian C
N/A—111,166-111,166-100%$16.8M———
Clark Capital Management Group, Inc.
N/A—110,396-110,396-100%$16.7M———
Pallas Capital Advisors LLC
N/A—108,939-108,939-100%$16.5M———
Empire Life Investments Inc.
N/A—108,122-108,122-100%$16.4M———
Private Advisor Group, LLC
N/A—107,423-107,423-100%$16.3M———
Longbow Finance SA
N/A—107,009-107,009-100%$16.2M———
Natixis
N/A—104,750-104,750-100%$15.9M———
BTC Capital Management, Inc.
N/A—104,668-104,668-100%$15.9M———
Lowe Brockenbrough & Co Inc
N/A—104,201-104,201-100%$15.8M———
Rafferty Asset Management, LLC
N/A—103,927-103,927-100%$15.7M———
Weik Capital Management
N/A—99,300-99,300-100%$15.0M———
Avalon Trust Co
N/A—98,730-98,730-100%$15.0M———
Strategic Wealth Partners, Ltd.
N/A—98,562-98,562-100%$14.9M———
Advisors Asset Management, Inc.
N/A—98,215-98,215-100%$14.9M———
Motco
N/A—97,155-97,155-100%$14.7M———
ST Germain D J Co Inc
N/A—96,898-96,898-100%$14.7M———
Savant Capital, LLC
N/A—93,830-93,830-100%$14.6M———
Pacer Advisors, Inc.
N/A—93,007-93,007-100%$14.1M———
Novare Capital Management LLC
N/A—92,752-92,752-100%$14.1M———
Merit Financial Group, LLC
N/A—92,252-92,252-100%$14.0M———
Castleark Management LLC
N/A—90,620-90,620-100%$13.7M———
Rock Point Advisors, LLC
N/A—90,578-90,578-100%$13.7M———
Teachers Retirement System of the State of Kentucky
N/A—88,399-88,399-100%$13.4M———
Advisory Services Network, LLC
N/A—88,254-88,254-100%$13.4M———
Elo Mutual Pension Insurance Co
N/A—88,128-88,128-100%$13.4M———
Mizuho Securities USA LLC
N/A—86,573-86,573-100%$13.1M———
Spirepoint Private Client, LLC
N/A—86,256-86,256-100%$13.1M———
Intech Investment Management LLC
N/A—86,113-86,113-100%$13.0M———
NewEdge Wealth, LLC
N/A—85,961-85,961-100%$13.0M———
Ravenswood Partners LP
N/A—85,513-85,513-100%$13.0M———
World Investment Advisors
N/A—85,162-85,162-100%$13.6M———
LuminArx Capital Management LP
N/A—85,000-85,000-100%$12.9M———
Mirova
N/A—84,803-84,803-100%$12.8M———
River Wealth Advisors LLC
N/A—84,389-84,389-100%$12.8M———
Arax Advisory Partners
N/A—84,336-84,336-100%$12.8M———
XTX Topco Ltd
N/A—83,533-83,533-100%$12.7M———
Sand Hill Global Advisors, LLC
N/A—83,497-83,497-100%$12.6M———
Wesleyan Assurance Society
N/A—82,888-82,888-100%$12.6M———
Colonial Trust Advisors
N/A—82,164-82,164-100%$12.4M———
Canada Post Corp Registered Pension Plan
N/A—81,557-81,557-100%$12.4M———
Northstar Asset Management Inc
N/A—81,385-81,385-100%$12.3M———
Entropy Technologies, LP
N/A—80,437-80,437-100%$12.2M———
Laffer Tengler Investments, Inc.
N/A—79,142-79,142-100%$12.0M———
Voleon Capital Management LP
N/A—78,617-78,617-100%$11.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—78,068-78,068-100%$11.8M———
Van Hulzen Asset Management, LLC
N/A—77,901-77,901-100%$11.8M———
OFI Invest Asset Management
N/A—77,825-77,825-100%$10.3M———
Puzo Michael J
N/A—77,779-77,779-100%$11.8M———
Saudi Central Bank
N/A—77,477-77,477-100%$11.7M———
Marshall Wace, LLP
N/A—77,250-77,250-100%$11.7M———
Somerville Kurt F
N/A—76,450-76,450-100%$11.6M———
Quantbot Technologies LP
N/A—75,326-75,326-100%$11.4M———
Argent Trust Co
N/A—73,881-73,881-100%$11.2M———
Orion Porfolio Solutions, LLC
N/A—73,867-73,867-100%$11.2M———
Haverford Financial Services, Inc.
N/A—73,557-73,557-100%$11.1M———
Bessemer Group Inc
N/A—72,709-72,709-100%$11.0M———
Vestmark Advisory Solutions, Inc.
N/A—72,245-72,245-100%$10.9M———
Level Four Advisory Services, LLC
N/A—71,396-71,396-100%$10.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—70,913-70,913-100%$10.7M———
Kentucky Retirement Systems
N/A—70,614-70,614-100%$10.7M———
Envestnet Portfolio Solutions, Inc.
N/A—70,476-70,476-100%$10.7M———
Kidder Stephen W
N/A—70,440-70,440-100%$10.7M———
Benchstone Capital Management LP
N/A—70,371-70,371-100%$10.7M———
Walleye Trading LLC
N/A—69,625-69,625-100%$10.5M———
PDT Partners, LLC
N/A—69,196-69,196-100%$10.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—68,061-68,061-100%$10.3M———
Coldstream Capital Management Inc
N/A—67,537-67,537-100%$10.2M———
Delaney Dennis R
N/A—67,497-67,497-100%$10.2M———
Osprey Private Wealth LLC
N/A—67,468-67,468-100%$10.2M———
Silvant Capital Management LLC
N/A—67,457-67,457-100%$10.2M———
Douglass Winthrop Advisors, LLC
N/A—67,072-67,072-100%$10.2M———
Global Retirement Partners, LLC
N/A—66,948-66,948-100%$10.1M———
EagleClaw Capital Managment, LLC
N/A—66,140-66,140-100%$10.0M———
Boston Family Office LLC
N/A—66,070-66,070-100%$10.0M———
Principal Securities, Inc.
N/A—65,791-65,791-100%$10.0M———
Waverly Advisors, LLC
N/A—65,783-65,783-100%$10.0M———
Loomis Sayles & Co L P
N/A—64,888-64,888-100%$9.8M———
Lombard Odier Asset Management (Europe) Ltd
N/A—64,828-64,828-100%$9.8M———
Bayberry Capital Partners LP
N/A—64,000-64,000-100%$9.7M———
Hantz Financial Services, Inc.
N/A—63,282-63,282-100%$9.6M———
Aviso Financial Inc.
N/A—63,155-63,155-100%$9.6M———
Eurizon SLJ Capital Ltd
N/A—63,106-63,106-100%$9.6M———
East Coast Asset Management, Llc.
N/A—62,277-62,277-100%$9.4M———
Cambridge Financial Group, Inc.
N/A—62,265-62,265-100%$9.4M———
Clearstead Advisors, LLC
N/A—60,918-60,918-100%$9.2M———
United Capital Financial Advisors, LLC
N/A—60,508-60,508-100%$9.2M———
Integrated Wealth Concepts LLC
N/A—60,411-60,411-100%$9.2M———
Stratos Wealth Partners, Ltd.
N/A—59,513-59,513-100%$9.0M———
Segall Bryant & Hamill, LLC
N/A—59,367-59,367-100%$9.0M———
Engineers Gate Manager LP
N/A—58,683-58,683-100%$8.9M———
Beacon Pointe Advisors, LLC
N/A—58,058-58,058-100%$8.8M———
Summit Trail Advisors, LLC
N/A—57,818-57,818-100%$8.8M———
Saranac Partners Ltd
N/A—57,765-57,765-100%$8.7M———
Dearborn Partners LLC
N/A—57,603-57,603-100%$8.7M———
Hilton Capital Management, LLC
N/A—56,609-56,609-100%$8.6M———
1ST Source Bank
N/A—56,339-56,339-100%$8.5M———
Diversified Trust Co
N/A—56,160-56,160-100%$8.5M———
Kingsview Wealth Management, LLC
N/A—54,790-54,790-100%$8.3M———
Summit Financial, LLC
N/A—54,352-54,352-100%$8.2M———
Whalerock Point Partners, LLC
N/A—54,350-54,350-100%$8.2M———
Algert Global LLC
N/A—53,798-53,798-100%$8.2M———
Caprock Group, LLC
N/A—52,573-52,573-100%$8.0M———
Klingenstein Fields & Co LP
N/A—52,365-52,365-100%$7.9M———
Logan Capital Management Inc
N/A—50,116-50,116-100%$7.6M———
Dnca Finance
N/A—50,000-50,000-100%$7.6M———
Brown Brothers Harriman & Co
N/A—49,706-49,706-100%$7.5M———
Providence Capital Advisors, LLC
N/A—49,423-49,423-100%$7.5M———
Elefante Mark B
N/A—49,320-49,320-100%$7.5M———
Brevan Howard Capital Management LP
N/A—49,317-49,317-100%$7.5M———
First Manhattan Co. Llc.
N/A—49,180-49,180-100%$7.5M———
Cape COD Five Cents Savings Bank
N/A—48,645-48,645-100%$7.4M———
Westfield Capital Management Co LP
N/A—48,579-48,579-100%$7.4M———
Qsemble Capital Management, LP
N/A—48,132-48,132-100%$7.3M———
Burling Wealth Partners, LLC
N/A—47,872-47,872-100%$7.3M———
SlateStone Wealth, LLC
N/A—46,587-46,587-100%$7.1M———
Nelson Capital Management, LLC
N/A—46,481-46,481-100%$7.0M———
Nicolet Bankshares Inc
N/A—46,064-46,064-100%$7.0M———
Longaeva Partners L.P.
N/A—45,527-45,527-100%$6.9M———
Colonial Trust Co / SC
N/A—45,526-45,526-100%$6.9M———
Allworth Financial LP
N/A—45,441-45,441-100%$6.9M———
Arkadios Wealth Advisors
N/A—45,207-45,207-100%$6.8M———
Mandatum Life Insurance Co Ltd
N/A—45,000-45,000-100%$6.8M———
Independent Advisor Alliance
N/A—43,701-43,701-100%$6.6M———
Composition Wealth, LLC
N/A—43,292-43,292-100%$6.6M———
Mufg Securities Emea plc
N/A—43,282-43,282-100%$6.6M———
AMJ Financial Wealth Management
N/A—43,146-43,146-100%$6.9M———
AE Wealth Management LLC
N/A—42,987-42,987-100%$6.5M———
Tudor Investment Corp ET AL
N/A—42,952-42,952-100%$6.5M———
Berger Financial Group, Inc
N/A—42,885-42,885-100%$6.5M———
Chilton Investment Co Inc.
N/A—42,666-42,666-100%$6.5M———
Pioneer Trust Bank N A
N/A—42,350-42,350-100%$6.4M———
Rice Partnership, LLC
N/A—42,292-42,292-100%$6.4M———
Nvest Financial, LLC
N/A—41,892-41,892-100%$6.3M———
Gardner Lewis Asset Management L P
N/A—41,744-41,744-100%$6.3M———
First National Bank of Omaha
N/A—41,374-41,374-100%$6.3M———
Northwest & Ethical Investments L.P.
N/A—41,082-41,082-100%$6.2M———
Notis-McConarty Edward
N/A—40,946-40,946-100%$6.2M———
Glen Eagle Advisors, LLC
N/A—40,926-40,926-100%$6.2M———
CSM Advisors, LLC
N/A—40,818-40,818-100%$6.2M———
Brentview Investment Management LLC
N/A—40,158-40,158-100%$6.1M———
Concorde Financial Corp
N/A—40,009-40,009-100%$6.1M———
Empirical Finance, LLC
N/A—40,009-40,009-100%$6.1M———
Siemens Fonds Invest GmbH
N/A—39,962-39,962-100%$6.1M———
Silvercrest Asset Management Group LLC
N/A—39,958-39,958-100%$6.1M———
Stock Yards Bank & Trust Co
N/A—39,433-39,433-100%$6.0M———
L & S Advisors Inc
N/A—39,220-39,220-100%$5.9M———
Nicholas Investment Partners, LP
N/A—38,947-38,947-100%$5.9M———
GSA Capital Partners LLP
N/A—38,792-38,792-100%$5.9M———
Callan Family Office, LLC
N/A—38,614-38,614-100%$5.9M———
Slagle Financial, LLC
N/A—38,589-38,589-100%$5.8M———
Meeder Advisory Services, Inc.
N/A—38,512-38,512-100%$5.8M———
Trinity Legacy Partners, LLC
N/A—38,419-38,419-100%$5.9M———
First Western Trust Bank
N/A—38,338-38,338-100%$5.8M———
Equitable Holdings, Inc.
N/A—38,313-38,313-100%$5.8M———
Snowden Capital Advisors LLC
N/A—38,199-38,199-100%$5.8M———
Lombard Odier Asset Management (Switzerland) SA
N/A—38,143-38,143-100%$5.8M———
Liberty One Investment Management, LLC
N/A—38,012-38,012-100%$5.8M———
Paragon Capital Management LLC
N/A—37,960-37,960-100%$5.8M———
Orographic Financial Advisors, LLC
N/A—37,925-37,925-100%$5.8M———
Dempze Nancy E
N/A—37,918-37,918-100%$5.7M———
Bleakley Financial Group, LLC
N/A—37,781-37,781-100%$5.7M———
GKV Capital Management Co., Inc.
N/A—37,717-37,717-100%$5.7M———
Bank of Nova Scotia Trust Co
N/A—37,040-37,040-100%$5.6M———
Core Alternative Capital
N/A—36,395-36,395-100%$5.5M———
William Blair Investment Management, LLC
N/A—36,029-36,029-100%$5.5M———
American Trust
N/A—35,791-35,791-100%$5.4M———
Twinbeech Capital LP
N/A—35,599-35,599-100%$5.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—35,454-35,454-100%$5.4M———
German American Bancorp, Inc.
N/A—35,441-35,441-100%$5.4M———
Ballentine Partners, LLC
N/A—35,412-35,412-100%$5.4M———
Azimuth Capital Investment Management LLC
N/A—35,346-35,346-100%$5.4M———
Focus Partners Advisor Solutions, LLC
N/A—35,323-35,323-100%$5.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—35,063-35,063-100%$5.3M———
Hills Bank & Trust Co
N/A—35,052-35,052-100%$5.3M———
Essex Financial Services, Inc.
N/A—34,747-34,747-100%$5.3M———
Osmosis Investment Management UK Ltd
N/A—34,298-34,298-100%$5.2M———
Quest Investment Management LLC
N/A—34,071-34,071-100%$5.2M———
Bellars Harris Wealth Management, LLC
N/A—34,049-34,049-100%$5.2M———
Sierra Legacy Group
N/A—33,862-33,862-100%$5.1M———
X-Square Capital, LLC
N/A—33,786-33,786-100%$5.1M———
Roundview Capital LLC
N/A—33,450-33,450-100%$5.1M———
F/m Investments LLC
N/A—33,435-33,435-100%$5.1M———
Mufg Securities Americas Inc.
N/A—33,306-33,306-100%$5.0M———
Phoenix Financial Ltd.
N/A—33,258-33,258-100%$5.1M———
Ameritas Investment Partners, Inc.
N/A—33,154-33,154-100%$5.0M———
1776 Wealth LLC
N/A—32,921-32,921-100%$5.0M———
Stephens Inc
N/A—32,266-32,266-100%$4.9M———
CCM Investment Advisers LLC
N/A—31,947-31,947-100%$4.8M———
Lifeworks Advisors, LLC
N/A—31,865-31,865-100%$4.8M———
Baldwin Investment Management, LLC
N/A—31,845-31,845-100%$4.8M———
Roble, Belko & Company, Inc
N/A—31,811-31,811-100%$4.8M———
Front Row Advisors LLC
N/A—31,650-31,650-100%$4.9M———
Aquatic Capital Management LLC
N/A—31,373-31,373-100%$4.8M———
Bank OZK
N/A—31,339-31,339-100%$4.7M———
Ancora Advisors LLCA
N/A—31,012-31,012-100%$4.7M———
LOM Asset Management Ltd
N/A—30,895-30,895-100%$4.7M———
Decatur Capital Management, Inc.
N/A—30,868-30,868-100%$4.7M———
Freestone Grove Partners LP
N/A—30,774-30,774-100%$4.7M———
Onex Canada Asset Management Inc.
N/A—30,189-30,189-100%$4.6M———
Fidelis Capital Partners, LLC
N/A—30,041-30,041-100%$4.6M———
Cary Street Partners Financial LLC
N/A—29,837-29,837-100%$4.5M———
LMR Partners LLP
N/A—29,771-29,771-100%$4.5M———
Dividend Assets Capital, LLC
N/A—29,589-29,589-100%$4.5M———
Securian Asset Management, Inc
N/A—29,385-29,385-100%$4.5M———
Savvy Advisors, Inc.
N/A—29,306-29,306-100%$4.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—29,304-29,304-100%$4.4M———
LOS Angeles Capital Management LLC
N/A—29,099-29,099-100%$4.4M———
Smartleaf Asset Management LLC
N/A—28,824-28,824-100%$4.4M———
Boston Partners
N/A—28,657-28,657-100%$4.2M———
Marco Investment Management LLC
N/A—28,638-28,638-100%$4.3M———
Intrust Bank NA
N/A—28,049-28,049-100%$4.2M———
Fox Hill Wealth Management
N/A—27,603-27,603-100%$4.2M———
Transamerica Financial Advisors, LLC
N/A—27,258-27,258-100%$4.1M———
Oversea-Chinese Banking Corp Ltd
N/A—27,048-27,048-100%$4.1M———
Nicola Wealth Management Ltd.
N/A—27,000-27,000-100%$4.1M———
Alpine Woods Capital Investors, LLC
N/A—26,876-26,876-100%$4.1M———
Metis Global Partners, LLC
N/A—26,587-26,587-100%$4.0M———
WealthShield Partners, LLC
N/A—26,566-26,566-100%$4.0M———
Spartan Wealth Advisory Services LLC
N/A—26,333-26,333-100%$4.0M———
Wahed Invest LLC
N/A—26,329-26,329-100%$4.0M———
LRI Investments, LLC
N/A—25,835-25,835-100%$342.1K———
Meiji Yasuda Life Insurance Co
N/A—25,811-25,811-100%$3.9M———
GeoWealth Management, LLC
N/A—25,418-25,418-100%$3.9M———
Intrepid Capital Management Inc
N/A—24,164-24,164-100%$3.7M———
Sound View Wealth Advisors Group, LLC
N/A—24,142-24,142-100%$3.7M———
First Foundation Advisors
N/A—23,942-23,942-100%$3.6M———
Mosaic Family Wealth Partners, LLC
N/A—23,913-23,913-100%$3.6M———
New Age Alpha Advisors, LLC
N/A—23,711-23,711-100%$3.6M———
PFG Investments, LLC
N/A—23,649-23,649-100%$3.6M———
OneDigital Investment Advisors LLC
N/A—23,570-23,570-100%$3.6M———
Lester Murray Antman dba SimplyRich
N/A—23,503-23,503-100%$3.6M———
Callahan Advisors, LLC
N/A—23,470-23,470-100%$3.6M———
Diamant Asset Management, Inc.
N/A—23,429-23,429-100%$3.5M———
Western Wealth Management, LLC
N/A—23,318-23,318-100%$3.5M———
Clearstead Trust, LLC
N/A—23,121-23,121-100%$3.5M———
Twin Capital Management Inc
N/A—22,951-22,951-100%$3.5M———
Westview Management dba Westview Investment Advisors
N/A—22,774-22,774-100%$3.5M———
Darwin Wealth Management, LLC
N/A—22,710-22,710-100%$3.4M———
TAGStone Capital, Inc.
N/A—22,681-22,681-100%$3.4M———
Pine Valley Investments Ltd Liability Co
N/A—22,563-22,563-100%$3.4M———
Figure 8 Investment Strategies LLC
N/A—22,477-22,477-100%$3.4M———
Vectors Research Management, LLC
N/A—22,351-22,351-100%$3.4M———
WCG Wealth Advisors LLC
N/A—22,267-22,267-100%$3.4M———
Legacy Capital Wealth Management, LLC
N/A—22,253-22,253-100%$3.4M———
Point Windward Advisors Inc.
N/A—22,235-22,235-100%$3.4M———
Tower Research Capital LLC (TRC)
N/A—22,218-22,218-100%$3.4M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—21,971-21,971-100%$3.3M———
Jackson, Grant Investment Advisers, Inc.
N/A—21,750-21,750-100%$3.3M———
Ostrum Asset Management
N/A—21,744-21,744-100%$3.3M———
IMA Advisory Services, Inc.
N/A—21,719-21,719-100%$3.3M———
SWP Investment Management LLC
N/A—21,697-21,697-100%$3.3M———
BankPlus Trust Department
N/A—21,545-21,545-100%$3.3M———
Platform Wealth Management, LLC
N/A—21,337-21,337-100%$3.2M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—21,300-21,300-100%$3.2M———
Moneta Group Investment Advisors LLC
N/A—21,271-21,271-100%$3.2M———
Arbor Trust Wealth Advisors, LLC
N/A—20,795-20,795-100%$3.2M———
S&CO Inc
N/A—20,636-20,636-100%$3.1M———
SVB Wealth LLC
N/A—20,582-20,582-100%$3.1M———
Stance Capital LLC
N/A—20,493-20,493-100%$3.1M———
Centric Wealth Management
N/A—20,428-20,428-100%$3.2M———
Sumitomo Life Insurance Co
N/A—20,416-20,416-100%$3.1M———
Highview Capital Management LLC
N/A—20,329-20,329-100%$3.1M———
Banco de Sabadell, S.a
N/A—19,852-19,852-100%$3.0M———
Camarda Financial Advisors, LLC
N/A—19,565-19,565-100%$3.0M———
United Bank
N/A—19,547-19,547-100%$3.0M———
Headinvest, LLC
N/A—19,336-19,336-100%$2.9M———
AssuredPartners Investment Advisors, LLC
N/A—19,247-19,247-100%$2.9M———
Trivium Point Advisory, LLC
N/A—19,148-19,148-100%$2.9M———
Holderness Investments Co
N/A—19,135-19,135-100%$2.9M———
Union Heritage Capital, LLC
N/A—19,109-19,109-100%$2.9M———
Prosperity Consulting Group, LLC
N/A—19,100-19,100-100%$2.9M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—19,084-19,084-100%$2.9M———
Oxford Asset Management LLP
N/A—18,801-18,801-100%$2.8M———
Alcosta Capital Management, Inc.
N/A—18,693-18,693-100%$2.8M———
TCW Group Inc
N/A—18,671-18,671-100%$2.8M———
Ellevest, Inc.
N/A—18,380-18,380-100%$1.4M———
Campbell & Co Investment Adviser LLC
N/A—18,313-18,313-100%$2.8M———
Coastal Bridge Advisors, LLC
N/A—18,236-18,236-100%$2.8M———
Wealthspire Advisors, LLC
N/A—18,023-18,023-100%$2.7M———
Buckley Wealth Management, LLC
N/A—17,889-17,889-100%$2.7M———
Bridgewater Associates, LP
N/A—17,714-17,714-100%$2.7M———
Simmons Bank
N/A—17,649-17,649-100%$2.7M———
Field & Main Bank
N/A—17,603-17,603-100%$2.7M———
Balyasny Asset Management L.P.
N/A—17,330-17,330-100%$2.6M———
Hilltop Holdings Inc.
N/A—17,318-17,318-100%$2.6M———
Capital Group Private Client Services, Inc.
N/A—17,299-17,299-100%$2.6M———
Clough Capital Partners L P
N/A—17,126-17,126-100%$2.6M———
Nikulski Financial, Inc.
N/A—17,110-17,110-100%$2.6M———
Little House Capital LLC
N/A—17,043-17,043-100%$2.6M———
Frec Markets, Inc.
N/A—17,031-17,031-100%$2.6M———
TFR Capital, Llc.
N/A—16,967-16,967-100%$2.6M———
Rothschild Investment LLC
N/A—16,956-16,956-100%$2.6M———
SageView Advisory Group, LLC
N/A—16,912-16,912-100%$2.6M———
Knollwood Investment Advisory, LLC
N/A—16,893-16,893-100%$2.6M———
Commerzbank Aktiengesellschaft
N/A—16,866-16,866-100%$2.6M———
Mutual Advisors, LLC
N/A—16,847-16,847-100%$2.6M———
IHT Wealth Management, LLC
N/A—16,842-16,842-100%$2.6M———
Citizens & Northern Corp
N/A—16,787-16,787-100%$2.5M———
Foster & Motley Inc
N/A—16,474-16,474-100%$2.5M———
First National Advisers, LLC
N/A—16,420-16,420-100%$2.5M———
AXQ Capital, LP
N/A—16,245-16,245-100%$2.5M———
Checchi Capital Advisers, LLC
N/A—16,164-16,164-100%$2.4M———
Hall Capital Management Co Inc
N/A—16,124-16,124-100%$2.4M———
LGT Fund Management Co Ltd.
N/A—16,100-16,100-100%$2.4M———
Syon Capital LLC
N/A—16,044-16,044-100%$2.4M———
Faithward Advisors, LLC
N/A—15,956-15,956-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—15,929-15,929-100%$2.4M———
Mission Creek Capital Partners, Inc.
N/A—15,894-15,894-100%$1.7M———
Modern Wealth Management, LLC
N/A—15,853-15,853-100%$2.4M———
Southeast Asset Advisors, LLC
N/A—15,800-15,800-100%$2.4M———
Condor Capital Management
N/A—15,796-15,796-100%$2.4M———
Bull Harbor Capital LLC
N/A—15,790-15,790-100%$2.4M———
Triglav Investments, D.O.O.
N/A—15,700-15,700-100%$2.4M———
Prelude Capital Management, LLC
N/A—15,700-15,700-100%$2.4M———
Legacy Trust
N/A—15,658-15,658-100%$2.4M———
McLaughlin Asset Management, Inc.
N/A—15,620-15,620-100%$2.4M———
Rehmann Capital Advisory Group
N/A—15,506-15,506-100%$2.3M———
Proactive Wealth Strategies LLC
N/A—15,042-15,042-100%$2.3M———
Qtron Investments LLC
N/A—15,042-15,042-100%$2.3M———
Lcnb Corp
N/A—15,041-15,041-100%$2.3M———
Fiduciary Group, LLC
N/A—14,956-14,956-100%$2.3M———
Sivia Capital Partners, LLC
N/A—14,952-14,952-100%$2.3M———
NWK Group, Inc.
N/A—14,944-14,944-100%$2.3M———
Harbour Investments, Inc.
N/A—14,800-14,800-100%$2.2M———
Rodgers Brothers Inc.
N/A—14,734-14,734-100%$2.2M———
AlTi Global, Inc.
N/A—14,702-14,702-100%$2.2M———
Ossiam
N/A—14,508-14,508-100%$2.2M———
Pure Financial Advisors, LLC
N/A—14,358-14,358-100%$2.2M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—14,322-14,322-100%$2.2M———
Transcend Capital Advisors, LLC
N/A—14,220-14,220-100%$2.2M———
NorthCoast Asset Management LLC
N/A—14,159-14,159-100%$2.1M———
Alphadyne Asset Management LP
N/A—14,129-14,129-100%$2.1M———
Morse Asset Management, Inc
N/A—14,126-14,126-100%$2.1M———
Accretive Wealth Partners, LLC
N/A—14,001-14,001-100%$2.1M———
Boothbay Fund Management, LLC
N/A—13,834-13,834-100%$2.1M———
Banque Cantonale Vaudoise
N/A—13,806-13,806-100%$2.1M———
Capstone Investment Advisors, LLC
N/A—13,728-13,728-100%$2.1M———
Dark Forest Capital Management LP
N/A—13,722-13,722-100%$2.1M———
MidFirst Bank
N/A—13,686-13,686-100%$2.1M———
Fortune Financial Advisors, LLC
N/A—13,630-13,630-100%$2.1M———
Beck Mack & Oliver LLC
N/A—13,501-13,501-100%$2.0M———
Strategic Financial Services, Inc.
N/A—13,333-13,333-100%$2.0M———
Henson-Edgewater Management, LLC
N/A—13,315-13,315-100%$2.0M———
Baader Bank Aktiengesellschaft
N/A—13,221-13,221-100%$2.0M———
Capital International Sarl
N/A—13,144-13,144-100%$2.0M———
Money Concepts Capital Corp
N/A—13,143-13,143-100%$2.0M———
BTG Pactual Asset Management US LLC
N/A—12,915-12,915-100%$2.0M———
Geneva Capital Management LLC
N/A—12,866-12,866-100%$1.9M———
Advisors Preferred, LLC
N/A—12,862-12,862-100%$2.0M———
Mirabaud Asset Management Ltd
N/A—12,834-12,834-100%$1.9M———
Baker Avenue Asset Management, LP
N/A—12,743-12,743-100%$1.9M———
Rosenblum Silverman Sutton S F Inc
N/A—12,716-12,716-100%$1.9M———
Godshalk Welsh Capital Management, Inc.
N/A—12,565-12,565-100%$1.9M———
Waterloo Capital, L.P.
N/A—12,495-12,495-100%$1.9M———
Mattson Financial Services, LLC
N/A—12,444-12,444-100%$1.9M———
Inceptionr LLC
N/A—12,142-12,142-100%$1.8M———
Virtu Financial LLC
N/A—12,121-12,121-100%$1.8M———
Bluebird Wealth Management LLC
N/A—12,040-12,040-100%$1.8M———
First Long Island Investors, LLC
N/A—12,007-12,007-100%$1.8M———
HBK Sorce Advisory LLC
N/A—11,930-11,930-100%$1.9M———
W1m Asset Management Ltd
N/A—11,758-11,758-100%$1.8M———
Ironwood Investment Counsel, LLC
N/A—11,557-11,557-100%$1.8M———
Rasp Wealth Solutions, LLC
N/A—11,517-11,517-100%$1.7M———
Monetary Management Group Inc
N/A—11,515-11,515-100%$1.7M———
Safe Harbor Fiduciary, LLC
N/A—11,482-11,482-100%$1.7M———
Virtus Investment Advisers, LLC
N/A—11,445-11,445-100%$1.7M———
Allred Capital Management, LLC
N/A—11,412-11,412-100%$1.7M———
Mount Lucas Management LP
N/A—11,365-11,365-100%$1.7M———
Meadowbrook Advisors Group, LLC
N/A—11,316-11,316-100%$1.7M———
Private Wealth Asset Management, LLC
N/A—11,311-11,311-100%$1.7M———
Catalyst Funds Management Pty Ltd
N/A—11,158-11,158-100%$1.7M———
Carl P. Sherr & Co., LLC
N/A—11,138-11,138-100%$1.7M———
Legacy Financial Advisors, Inc.
N/A—11,123-11,123-100%$1.7M———
Chesapeake Wealth Management
N/A—11,059-11,059-100%$1.7M———
Phillips Wealth Planners LLC
N/A—11,041-11,041-100%$1.7M———
Sandro Wealth Management LLC
N/A—11,026-11,026-100%$1.7M———
Evolve Private Wealth, LLC
N/A—11,024-11,024-100%$1.7M———
CreativeOne Wealth, LLC
N/A—11,011-11,011-100%$1.7M———
First Commonwealth Financial Corp
N/A—11,007-11,007-100%$1.7M———
Opal Capital LLC
N/A—10,922-10,922-100%$1.7M———
IFG Advisory, LLC
N/A—10,693-10,693-100%$1.6M———
Catalyst Financial Partners LLC
N/A—10,653-10,653-100%$1.6M———
MWA Asset Management
N/A—10,623-10,623-100%$1.6M———
Navalign, LLC
N/A—10,498-10,498-100%$1.6M———
Aventura Private Wealth, LLC
N/A—10,362-10,362-100%$1.6M———
Tulsa Wealth Advisors, Inc
N/A—10,314-10,314-100%$1.6M———
Arete Wealth Advisors, LLC
N/A—10,179-10,179-100%$1.5M———
Wellington Grp LLC
N/A—10,162-10,162-100%$1.5M———
Mayflower Financial Advisors, LLC
N/A—10,161-10,161-100%$1.5M———
Spinnaker Trust
N/A—10,099-10,099-100%$1.5M———
Dorsey & Whitney Trust Co LLC
N/A—10,093-10,093-100%$1.5M———
Advisory Alpha, LLC
N/A—10,060-10,060-100%$1.5M———
Waddell & Associates, LLC
N/A—9,929-9,929-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—9,902-9,902-100%$1.5M———
Evernest Financial Advisors, LLC
N/A—9,853-9,853-100%$1.5M———
Mirabella Financial Services LLP
N/A—9,688-9,688-100%$1.5M———
Stevens Capital Management LP
N/A—9,652-9,652-100%$1.5M———
Smart Money Group LLC
N/A—9,651-9,651-100%$1.5M———
LGT Group Foundation
N/A—9,627-9,627-100%$1.5M———
Brooks, Moore & Associates, Inc.
N/A—9,620-9,620-100%$1.5M———
Sun Financial Inc
N/A—9,597-9,597-100%$1.5M———
New Vernon Investment Management LLC
N/A—9,575-9,575-100%$1.5M———
Caxton Associates LLP
N/A—9,568-9,568-100%$1.4M———
Hyperion Capital Advisors LP
N/A—9,567-9,567-100%$1.4M———
IQ EQ Fund Management (Ireland) Ltd
N/A—9,546-9,546-100%$1.4M———
Magnetar Financial LLC
N/A—9,473-9,473-100%$1.4M———
Advisory Research Inc
N/A—9,301-9,301-100%$1.4M———
Hilltop Partners LLC
N/A—9,280-9,280-100%$1.4M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—9,247-9,247-100%$1.4M———
Miller Investment Management, LP
N/A—9,214-9,214-100%$1.4M———
RB Capital Management, LLC
N/A—9,088-9,088-100%$1.4M———
S-Bank Fund Management Ltd
N/A—9,028-9,028-100%$1.4M———
Private Harbour Investment Management & Counsel, LLC
N/A—9,009-9,009-100%$1.4M———
Monetta Financial Services Inc
N/A—9,000-9,000-100%$1.4M———
Hartford Funds Management Co LLC
N/A—8,962-8,962-100%$1.4M———
Miller Capital Partners, Inc.
N/A—8,879-8,879-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—8,836-8,836-100%$1.3M———
Fred Alger Management, LLC
N/A—8,816-8,816-100%$1.3M———
Meramec Financial Planners, LLC
N/A—8,782-8,782-100%$1.4M———
Hillsdale Investment Management Inc.
N/A—8,780-8,780-100%$1.3M———
Alexis Investment Partners, LLC
N/A—8,736-8,736-100%$1.3M———
RiverFront Investment Group, LLC
N/A—8,672-8,672-100%$1.3M———
Numerai GP LLC
N/A—8,610-8,610-100%$1.3M———
Hardy Reed LLC
N/A—8,602-8,602-100%$1.3M———
Johnson Financial Group, Inc.
N/A—8,568-8,568-100%$1.3M———
Cambria Investment Management, L.P.
N/A—8,561-8,561-100%$1.3M———
DF Dent & Co Inc
N/A—8,554-8,554-100%$1.3M———
First National Bank of Hutchinson
N/A—8,545-8,545-100%$1.3M———
Personal CFO Solutions, LLC
N/A—8,529-8,529-100%$1.3M———
Quotient Wealth Partners, LLC
N/A—8,526-8,526-100%$1.3M———
Wellspring Financial Advisors, LLC
N/A—8,518-8,518-100%$1.3M———
Crewe Advisors LLC
N/A—8,505-8,505-100%$1.3M———
Donaldson Capital Management, LLC
N/A—8,429-8,429-100%$1.3M———
Meeder Asset Management Inc
N/A—8,424-8,424-100%$1.3M———
Masterton Capital Management, LP
N/A—8,400-8,400-100%$1.3M———
Pointe Capital Management LLC
N/A—8,383-8,383-100%$1.3M———
Mosaic Financial Group, LLC
N/A—8,354-8,354-100%$1.3M———
BFC Planning, Inc.
N/A—8,327-8,327-100%$1.3M———
Wealth Alliance, LLC
N/A—8,322-8,322-100%$1.3M———
Astoria Portfolio Advisors Llc.
N/A—8,291-8,291-100%$1.3M———
Optas, LLC
N/A—8,275-8,275-100%$1.3M———
Bellwether Advisors, LLC
N/A—8,228-8,228-100%$1.2M———
Minot DeBlois Advisors LLC
N/A—8,128-8,128-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—8,110-8,110-100%$1.2M———
Samara Investment Management, LLC
N/A—8,083-8,083-100%$1.2M———
Schonfeld Strategic Advisors LLC
N/A—7,973-7,973-100%$1.2M———
BSW Wealth Partners
N/A—7,904-7,904-100%$1.2M———
PeakShares LLC
N/A—7,894-7,894-100%$1.2M———
Dockside LLC
N/A—7,868-7,868-100%$1.2M———
Vela Investment Management, LLC
N/A—7,828-7,828-100%$1.2M———
Sfmg, LLC
N/A—7,824-7,824-100%$1.2M———
Rothschild Wealth LLC
N/A—7,788-7,788-100%$1.2M———
Edgestream Partners, L.P.
N/A—7,680-7,680-100%$1.2M———
Kera Capital Partners, Inc.
N/A—7,600-7,600-100%$1.2M———
Continuum Advisory, LLC
N/A—7,576-7,576-100%$1.1M———
Emerald Advisers, LLC
N/A—7,505-7,505-100%$1.1M———
Smithfield Trust Co
N/A—7,455-7,455-100%$1.1M———
Kesler, Norman & Wride, LLC
N/A—7,433-7,433-100%$1.1M———
Sompo Asset Management Co., Ltd.
N/A—7,430-7,430-100%$1.1M———
Strategic Investment Advisors / MI
N/A—7,396-7,396-100%$1.1M———
Accent Capital Management, LLC
N/A—7,392-7,392-100%$1.1M———
Wimmer Associates 1, LLC
N/A—7,355-7,355-100%$1.1M———
Kovack Advisors, Inc.
N/A—7,315-7,315-100%$1.1M———
Laraway Financial Advisors Inc
N/A—7,275-7,275-100%$1.1M———
Havemeyer Place LP
N/A—7,221-7,221-100%$1.1M———
Tiaa Trust, National Association
N/A—7,194-7,194-100%$1.1M———
FourThought Financial Partners, LLC
N/A—7,164-7,164-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—7,141-7,141-100%$1.1M———
Cary Street Partners Investment Advisory LLC
N/A—7,090-7,090-100%$1.1M———
Knightsbridge Asset Management, LLC
N/A—7,088-7,088-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—7,060-7,060-100%$1.1M———
Founders Financial Alliance, LLC
N/A—7,027-7,027-100%$1.1M———
Schulhoff & Co Inc
N/A—7,023-7,023-100%$1.1M———
Ceeto Capital Group, LLC
N/A—7,000-7,000-100%$1.1M———
Seeds Investor LLC
N/A—6,961-6,961-100%$1.1M———
Harvest Fund Management Co., Ltd
N/A—6,906-6,906-100%$1.0M———
Institute for Wealth Management, Llc.
N/A—6,884-6,884-100%$1.0M———
Fort Point Capital Partners LLC
N/A—6,855-6,855-100%$1.0M———
Belpointe Asset Management LLC
N/A—6,850-6,850-100%$1.0M———
Sienna Gestion
N/A—6,842-6,842-100%$1.0M———
Beta Wealth Group, Inc.
N/A—6,804-6,804-100%$1.0M———
Keystone Financial Group
N/A—6,796-6,796-100%$1.0M———
Ponta Wealth Partners, LLC
N/A—6,728-6,728-100%$1.0M———
Proficio Capital Partners LLC
N/A—6,685-6,685-100%$1.0M———
Secured Retirement Advisors, LLC
N/A—6,659-6,659-100%$1.0M———
Basecamp Wealth Advisors LLC
N/A—6,649-6,649-100%$1.0M———
West Michigan Advisors, LLC
N/A—6,643-6,643-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—6,620-6,620-100%$1.0M———
Zhang Financial LLC
N/A—6,575-6,575-100%$996.1K———
Atlas Legacy Advisors, LLC
N/A—6,556-6,556-100%$1.0M———
Brown Financial Advisors
N/A—6,545-6,545-100%$991.6K———
Silver OAK Securities, Incorporated
N/A—6,540-6,540-100%$990.8K———
L2 Asset Management, LLC
N/A—6,487-6,487-100%$982.8K———
Jaffetilchin Investment Partners, LLC
N/A—6,457-6,457-100%$978.3K———
Berkshire Asset Management LLC
N/A—6,430-6,430-100%$974.2K———
OneAscent Financial Services LLC
N/A—6,423-6,423-100%$973.2K———
Cvfg LLC
N/A—6,407-6,407-100%$970.7K———
Advance Capital Management, Inc.
N/A—6,352-6,352-100%$962.3K———
Fayez Sarofim & Co
N/A—6,338-6,338-100%$960.2K———
Summitry LLC
N/A—6,312-6,312-100%$956.3K———
Intellectus Partners, LLC
N/A—6,299-6,299-100%$954.3K———
EntryPoint Capital, LLC
N/A—6,272-6,272-100%$950.2K———
PCM Encore, LLC
N/A—6,263-6,263-100%$948.8K———
Heartland Bank & Trust Co
N/A—6,258-6,258-100%$948.1K———
Quent Capital, LLC
N/A—6,235-6,235-100%$944.6K———
GWN Securities Inc.
N/A—6,225-6,225-100%$943.2K———
Townsquare Capital LLC
N/A—6,201-6,201-100%$939.4K———
Quattro Advisors LLC
N/A—6,164-6,164-100%$933.8K———
Drive Wealth Management, LLC
N/A—6,130-6,130-100%$928.6K———
Advocacy Wealth Management, LLC
N/A—6,116-6,116-100%$926.6K———
1248 Management, LLC
N/A—6,113-6,113-100%$926.1K———
Proffitt & Goodson Inc
N/A—6,094-6,094-100%$923.2K———
Everpar Advisors LLC
N/A—5,912-5,912-100%$895.7K———
Harbour Wealth Management Group, Inc.
N/A—5,862-5,862-100%$888.1K———
Resurgent Financial Advisors LLC
N/A—5,822-5,822-100%$882.0K———
Zions Bancorporation, National Association
N/A—5,778-5,778-100%$875.4K———
New Republic Capital, LLC
N/A—5,772-5,772-100%$874.5K———
Meridian Wealth Advisors, LLC
N/A—5,734-5,734-100%$868.8K———
Banque Transatlantique SA
N/A—5,662-5,662-100%$857.8K———
Curio Wealth, LLC
N/A—5,647-5,647-100%$855.5K———
TRB Wealth Management, LLC
N/A—5,554-5,554-100%$841.4K———
Natural Investments, LLC
N/A—5,554-5,554-100%$841.0K———
Farmers National Bank
N/A—5,538-5,538-100%$839.0K———
SageGuard Financial Group, LLC
N/A—5,524-5,524-100%$837.0K———
Wealth Management Associates, Inc.
N/A—5,455-5,455-100%$826.4K———
Jackson Thornton Wealth Management, LLC
N/A—5,386-5,386-100%$816.0K———
Bolthouse Investments, LLC
N/A—5,369-5,369-100%$813.4K———
Cambient Family Office, LLC
N/A—5,329-5,329-100%$807.3K———
Beto Financial Group, LLC
N/A—5,266-5,266-100%$819.9K———
Landscape Capital Management, L.L.C.
N/A—5,231-5,231-100%$792.5K———
Perennial Investment Advisors, LLC
N/A—5,200-5,200-100%$787.9K———
Conway Capital Management, Inc.
N/A—5,184-5,184-100%$785.4K———
Vega Investment Solutions
N/A—5,150-5,150-100%$780.2K———
West Family Investments, Inc.
N/A—5,145-5,145-100%$779.5K———
Fortis Capital Advisors, LLC
N/A—5,126-5,126-100%$776.7K———
Bridgewater Advisors Inc.
N/A—5,112-5,112-100%$757.2K———
Cascades Capital Asset Management, LLC
N/A—5,112-5,112-100%$774.4K———
Marex Group Ltd
N/A—5,066-5,066-100%$767.5K———
Alpha Zero LLC
N/A—5,048-5,048-100%$781.4K———
Fukoku Mutual Life Insurance Co
N/A—5,020-5,020-100%$760.5K———
City National Bank of Florida
N/A—5,015-5,015-100%$759.8K———
Boyd Watterson Asset Management LLC
N/A—5,000-5,000-100%$757.5K———
SHP Wealth Management
N/A—4,942-4,942-100%$748.8K———
Allianz SE
N/A—4,925-4,925-100%$746.1K———
Icon Wealth Advisors, LLC
N/A—4,877-4,877-100%$738.9K———
Webster Bank, N. A.
N/A—4,870-4,870-100%$737.8K———
Clarendon Private LLC
N/A—4,867-4,867-100%$737.3K———
Capital Analysts, LLC
N/A—4,782-4,782-100%$725.0K———
Soros Capital Management LLC
N/A—4,735-4,735-100%$717.4K———
Caerus Investment Advisors, LLC
N/A—4,693-4,693-100%$711.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—4,688-4,688-100%$710.2K———
Roehl & Yi Investment Advisors, LLC
N/A—4,621-4,621-100%$700.1K———
Advyzon Investment Management, LLC
N/A—4,611-4,611-100%$698.6K———
Heritage Wealth Advisors
N/A—4,571-4,571-100%$692.5K———
Keebeck Wealth Management
N/A—4,557-4,557-100%$690.5K———
Gamco Investors, Inc. ET AL
N/A—4,556-4,556-100%$690.2K———
King Wealth Management Group
N/A—4,537-4,537-100%$687.0K———
Defiance ETFs, LLC
N/A—4,518-4,518-100%$683.8K———
Cape ANN Savings Bank
N/A—4,458-4,458-100%$675.4K———
Petix & Botte Co
N/A—4,458-4,458-100%$675.4K———
One Capital Management, LLC
N/A—4,450-4,450-100%$710.8K———
Yarger Wealth Strategies, LLC
N/A—4,436-4,436-100%$671.3K———
Keel Point, LLC
N/A—4,402-4,402-100%$667.0K———
iSAM Funds (UK) Ltd
N/A—4,400-4,400-100%$666.6K———
Sargent Investment Group, LLC
N/A—4,398-4,398-100%$666.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,384-4,384-100%$664.2K———
BNP Paribas
N/A—4,376-4,376-100%$663.0K———
Marble Wealth, LLC
N/A—4,365-4,365-100%$661.3K———
LeClair Wealth Partners LLC
N/A—4,350-4,350-100%$659.0K———
Nwam LLC
N/A—4,263-4,263-100%$645.8K———
denkapparat Operations GmbH
N/A—4,200-4,200-100%$636.3K———
Valmark Advisers, Inc.
N/A—4,194-4,194-100%$635.4K———
Wick Capital Partners, LLC
N/A—4,192-4,192-100%$635.1K———
Parallax Volatility Advisers, L.P.
N/A—4,182-4,182-100%$633.6K———
E Fund Management Co., Ltd.
N/A—4,173-4,173-100%$632.2K———
Bluespring Wealth Management, LLC
N/A—4,150-4,150-100%$628.7K———
Swiss RE LTD
N/A—4,141-4,141-100%$627.4K———
Caisse DES Depots ET Consignations
N/A—4,119-4,119-100%$624.0K———
Stonebridge Financial Group, LLC / MO
N/A—4,102-4,102-100%$621.4K———
FAS Wealth Partners, Inc.
N/A—4,063-4,063-100%$615.6K———
Severin Investments, LLC
N/A—4,053-4,053-100%$614.0K———
Aspire Growth Partners LLC
N/A—4,046-4,046-100%$613.0K———
Becker Capital Management Inc
N/A—4,026-4,026-100%$609.9K———
BlackDiamond Wealth Management, LLC
N/A—4,008-4,008-100%$636.6K———
Financial Engines Advisors L.L.C.
N/A—3,986-3,986-100%$603.9K———
Heritage Trust Co
N/A—3,975-3,975-100%$602.2K———
Capula Management Ltd
N/A—3,966-3,966-100%$600.9K———
Rothschild Capital Partners, LLC
N/A—3,903-3,903-100%$591.3K———
Tradition Wealth Management, LLC
N/A—3,891-3,891-100%$589.4K———
CVA Family Office, LLC
N/A—3,876-3,876-100%$587.2K———
MJP Associates Inc
N/A—3,875-3,875-100%$587.1K———
NorthRock Partners, LLC
N/A—3,868-3,868-100%$586.1K———
Alesco Advisors, LLC, An ESL Co
N/A—3,854-3,854-100%$583.9K———
Bedel Financial Consulting, Inc.
N/A—3,845-3,845-100%$582.5K———
AlphaGrep UK Ltd
N/A—3,819-3,819-100%$578.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,762-3,762-100%$569.9K———
Texas Yale Capital Corp.
N/A—3,736-3,736-100%$566.0K———
Oxford Financial Group, Ltd. LLC
N/A—3,732-3,732-100%$565.4K———
Alpha Financial Partners LLC
N/A—3,718-3,718-100%$563.3K———
HighPoint Advisor Group LLC
N/A—3,612-3,612-100%$547.3K———
Flatrock Wealth Partners LLC
N/A—3,603-3,603-100%$545.9K———
American Wealth Advisors, LLC
N/A—3,600-3,600-100%$545.4K———
Kintra Wealth, LLC
N/A—3,595-3,595-100%$552.9K———
Tocqueville Asset Management L.P.
N/A—3,589-3,589-100%$543.7K———
American Money Management, LLC
N/A—3,572-3,572-100%$541.2K———
Alteri Wealth LLC
N/A—3,560-3,560-100%$539.3K———
Sonoma Allocations LLC
N/A—3,543-3,543-100%$535.6K———
Stonebrook Private Inc.
N/A—3,542-3,542-100%$536.6K———
Boreal Capital Management LLC
N/A—3,537-3,537-100%$535.9K———
Invictus Private Wealth, LLC
N/A—3,491-3,491-100%$528.9K———
Tandem Wealth Advisors LLC
N/A—3,482-3,482-100%$527.5K———
Tower Wealth Partners, Inc.
N/A—3,442-3,442-100%$521.5K———
Thoroughbred Financial Services, LLC
N/A—3,436-3,436-100%$520.0K———
Mairs & Power Inc
N/A—3,415-3,415-100%$517.4K———
One Wealth Advisors, LLC
N/A—3,341-3,341-100%$506.2K———
Werba Rubin Papier Wealth Management
N/A—3,329-3,329-100%$504.4K———
Greenline Partners, LLC
N/A—3,317-3,317-100%$502.5K———
Carr Financial Group Corp
N/A—3,269-3,269-100%$495.3K———
SCS Capital Management LLC
N/A—3,233-3,233-100%$489.8K———
Concorde Asset Management, LLC
N/A—3,224-3,224-100%$488.4K———
Bristol John W & Co Inc
N/A—3,223-3,223-100%$488.3K———
FOX RUN Management, L.L.C.
N/A—3,215-3,215-100%$487.1K———
Innovative Asset Advisors Group, LLC
N/A—3,203-3,203-100%$485.2K———
Fullerton Fund Management Co Ltd.
N/A—3,177-3,177-100%$481.3K———
Oxbow Advisors, LLC
N/A—3,174-3,174-100%$480.9K———
Fiduciary Wealth Partners, LLC
N/A—3,170-3,170-100%$480.3K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,151-3,151-100%$477.4K———
Barr E S & Co
N/A—3,145-3,145-100%$476.4K———
Gateway Wealth Partners, LLC
N/A—3,136-3,136-100%$475.2K———
Marietta Investment Partners LLC
N/A—3,134-3,134-100%$474.8K———
Talon Private Wealth, LLC
N/A—3,102-3,102-100%$470.0K———
Voya Financial Advisors, Inc.
N/A—3,094-3,094-100%$467.9K———
Betterment LLC
N/A—3,085-3,085-100%$467.0K———
Knuff & Co LLC
N/A—3,060-3,060-100%$463.6K———
Greenline Wealth Management LLC
N/A—3,030-3,030-100%$459.0K———
Kiley Juergens Wealth Management, LLC
N/A—3,022-3,022-100%$457.8K———
Blalock Williams, LLC
N/A—3,022-3,022-100%$457.8K———
Cyber Hornet ETFs LLC
N/A—3,010-3,010-100%$456.0K———
Hexagon Capital Partners LLC
N/A—2,999-2,999-100%$454.3K———
Hudson Bay Capital Management LP
N/A—2,990-2,990-100%$453.0K———
Smith, Moore & Co.
N/A—2,969-2,969-100%$449.7K———
Guardian Wealth Advisors, LLC / NC
N/A—2,935-2,935-100%$444.7K———
Headlands Technologies LLC
N/A—2,913-2,913-100%$441.3K———
Sky-Mountain Capital Management, Inc.
N/A—2,846-2,846-100%$431.2K———
Camelot Portfolios, LLC
N/A—2,800-2,800-100%$424.2K———
Cornerstone Advisory, LLC
N/A—2,794-2,794-100%$423.3K———
BlueSpruce Investments, LP
N/A—2,793-2,793-100%$423.1K———
Stratos Wealth Advisors, LLC
N/A—2,790-2,790-100%$422.7K———
Leavell Investment Management, Inc.
N/A—2,786-2,786-100%$422.0K———
Ethos Financial Group, LLC
N/A—2,785-2,785-100%$450.1K———
McLean Asset Management Corp
N/A—2,778-2,778-100%$437.1K———
Aigen Investment Management, LP
N/A—2,777-2,777-100%$420.7K———
R Squared Ltd
N/A—2,762-2,762-100%$418.4K———
Compass Capital Corp
N/A—2,749-2,749-100%$424.1K———
Xcelsior Advisor Partners LLC
N/A—2,746-2,746-100%$416.0K———
Blackstone Inc.
N/A—2,739-2,739-100%$415.0K———
Khazanah Nasional Berhad
N/A—2,737-2,737-100%$414.7K———
GTS Securities LLC
N/A—2,734-2,734-100%$414.2K———
US Asset Management LLC
N/A—2,720-2,720-100%$412.1K———
Family Manage LLC
N/A—2,693-2,693-100%$408.0K———
Range Advisory, LLC
N/A—2,657-2,657-100%$402.6K———
Freestone Capital Holdings, LLC
N/A—2,646-2,646-100%$400.9K———
Mayport, LLC
N/A—2,646-2,646-100%$400.9K———
OneAscent Wealth Management LLC
N/A—2,638-2,638-100%$399.7K———
Bank of Hawaii
N/A—2,636-2,636-100%$399.4K———
Polymer Capital Management (US) LLC
N/A—2,604-2,604-100%$394.5K———
Stratos Investment Management, LLC
N/A—2,604-2,604-100%$394.5K———
Calydon Capital
N/A—2,601-2,601-100%$394.1K———
EWA, LLC
N/A—2,588-2,588-100%$392.0K———
Horizon Bancorp Inc
N/A—2,578-2,578-100%$391.0K———
Fielder Capital Group LLC
N/A—2,566-2,566-100%$388.8K———
GenTrust, LLC
N/A—2,562-2,562-100%$388.1K———
WNY Asset Management, LLC
N/A—2,548-2,548-100%$386.0K———
George Kaiser Family Foundation
N/A—2,543-2,543-100%$385.3K———
Drucker Wealth 3.0, LLC
N/A—2,541-2,541-100%$385.1K———
Main Street Research LLC
N/A—2,524-2,524-100%$382.4K———
Pacific Point Advisors, LLC
N/A—2,518-2,518-100%$381.5K———
Keating Financial Advisory Services, Inc.
N/A—2,513-2,513-100%$380.7K———
Wealthquest Corp
N/A—2,503-2,503-100%$379.2K———
Lbmc Investment Advisors, LLC
N/A—2,494-2,494-100%$377.8K———
Orion Capital Management LLC
N/A—2,480-2,480-100%$375.7K———
Generation Capital Management LLC
N/A—2,468-2,468-100%$373.9K———
Pine Harbor Wealth Management, LLC
N/A—2,467-2,467-100%$373.7K———
OneAscent Family Office, LLC
N/A—2,460-2,460-100%$372.7K———
Private Advisory Group LLC
N/A—2,432-2,432-100%$368.4K———
Terril Brothers, Inc.
N/A—2,422-2,422-100%$366.9K———
Gross & Hartman Investments LLC
N/A—2,415-2,415-100%$365.9K———
Crews Bank & Trust
N/A—2,414-2,414-100%$365.7K———
Performance Wealth Partners, LLC
N/A—2,413-2,413-100%$365.6K———
Old Mission Capital LLC
N/A—2,409-2,409-100%$365.0K———
Peak Asset Management, LLC
N/A—2,352-2,352-100%$356.3K———
Private Capital Management, LLC
N/A—2,350-2,350-100%$356.0K———
Vanguard National Trust Co
N/A—2,350-2,350-100%$356.0K———
Pettyjohn, Wood & White, Inc
N/A—2,343-2,343-100%$355.0K———
Purkiss Capital Advisors LLC
N/A—2,295-2,295-100%$347.7K———
Pgim Custom Harvest LLC
N/A—2,278-2,278-100%$345.1K———
Two Sigma Securities, LLC
N/A—2,269-2,269-100%$343.8K———
Sagewood Asset Management LP
N/A—2,254-2,254-100%$341.5K———
Claret Asset Management Corp
N/A—2,241-2,241-100%$340.0K———
Corient IA LP
N/A—2,230-2,230-100%$337.8K———
Richard W. Paul & Associates, LLC
N/A—2,225-2,225-100%$337.1K———
Schnieders Capital Management, Llc.
N/A—2,222-2,222-100%$336.6K———
Crux Wealth Advisors
N/A—2,219-2,219-100%$336.2K———
M. Kulyk & Associates, LLC
N/A—2,195-2,195-100%$332.5K———
Second Half Financial Partners, LLC
N/A—2,186-2,186-100%$331.2K———
Northstar Advisory Group, LLC
N/A—2,173-2,173-100%$329.2K———
Hudson Value Partners, LLC
N/A—2,160-2,160-100%$327.2K———
Intrinsic Value Partners, LLC
N/A—2,151-2,151-100%$325.9K———
Aldebaran Financial Inc.
N/A—2,145-2,145-100%$324.9K———
Bard Associates Inc
N/A—2,142-2,142-100%$324.5K———
CMC Financial Group
N/A—2,126-2,126-100%$322.1K———
Stillwater Private Wealth, LLC
N/A—2,125-2,125-100%$324.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,082-2,082-100%$315.4K———
Carson Advisory Inc.
N/A—2,078-2,078-100%$314.8K———
Dogwood Wealth Management LLC
N/A—2,077-2,077-100%$314.7K———
JMN Financial LLC
N/A—2,074-2,074-100%$314.2K———
Chancellor Financial Group WB LP
N/A—2,068-2,068-100%$313.3K———
Parkwoods Wealth Partners, LLC
N/A—2,063-2,063-100%$312.5K———
Byrne Financial Freedom, LLC
N/A—2,063-2,063-100%$312.5K———
Florida Financial Advisors, LLC
N/A—2,047-2,047-100%$310.2K———
Wealthedge Investment Advisors, LLC
N/A—2,035-2,035-100%$308.3K———
DRW Securities, LLC
N/A—2,025-2,025-100%$303.7K———
Planning Alternatives LTD
N/A—2,015-2,015-100%$305.3K———
Atlanta Consulting Group Advisors, LLC
N/A—2,015-2,015-100%$305.3K———
Legacy Wealth Advisors, LLC
N/A—1,999-1,999-100%$302.8K———
Klcm Advisors, Inc.
N/A—1,994-1,994-100%$302.2K———
Holistic Financial Partners
N/A—1,981-1,981-100%$300.1K———
Summit Wealth Partners, LLC
N/A—1,972-1,972-100%$298.8K———
Fiduciary Financial Advisors
N/A—1,961-1,961-100%$296.3K———
Ballast Advisors LLC
N/A—1,953-1,953-100%$295.9K———
Legato Capital Management LLC
N/A—1,948-1,948-100%$295.1K———
Red Door Wealth Management, LLC
N/A—1,944-1,944-100%$294.4K———
Parvin Asset Management, LLC
N/A—1,940-1,940-100%$293.9K———
Wallace Advisory Group, LLC
N/A—1,933-1,933-100%$292.9K———
Harvest Investment Services, LLC
N/A—1,925-1,925-100%$291.6K———
One Charles Private Wealth Services, LLC
N/A—1,923-1,923-100%$291.3K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,914-1,914-100%$290.0K———
Portland Global Advisors LLC
N/A—1,912-1,912-100%$289.7K———
Centaurus Financial, Inc.
N/A—1,900-1,900-100%$288.0K———
Cheviot Value Management, LLC
N/A—1,898-1,898-100%$287.5K———
Francis Financial, Inc.
N/A—1,887-1,887-100%$285.9K———
American Alpha Advisors, LLC
N/A—1,882-1,882-100%$285.1K———
Inspire Advisors, LLC
N/A—1,881-1,881-100%$284.8K———
Crawford Investment Counsel Inc
N/A—1,861-1,861-100%$281.9K———
Stephens Investment Management Group LLC
N/A—1,846-1,846-100%$279.7K———
Westmount Partners, LLC
N/A—1,846-1,846-100%$279.6K———
Wrapmanager Inc
N/A—1,838-1,838-100%$278.5K———
VeraBank, N.A.
N/A—1,833-1,833-100%$277.7K———
BOK Financial Private Wealth, Inc.
N/A—1,828-1,828-100%$276.9K———
M3 Advisory Group, LLC
N/A—1,817-1,817-100%$275.3K———
Drake & Associates, LLC
N/A—1,807-1,807-100%$273.8K———
Berkeley Capital Partners, LLC
N/A—1,802-1,802-100%$273.0K———
Cohen & Steers, Inc.
N/A—1,800-1,800-100%$273.0K———
Farringdon Capital, Ltd.
N/A—1,790-1,790-100%$271.2K———
Palumbo Wealth Management LLC
N/A—1,785-1,785-100%$270.4K———
Scharf Investments, LLC
N/A—1,779-1,779-100%$269.5K———
Dover Advisors, LLC
N/A—1,770-1,770-100%$271.9K———
Aureus Asset Management, LLC
N/A—1,757-1,757-100%$266.2K———
Scholtz & Company, LLC
N/A—1,750-1,750-100%$265.1K———
PFC Capital Group, Inc.
N/A—1,750-1,750-100%$265.0K———
Wescott Financial Advisory Group, LLC
N/A—1,747-1,747-100%$264.6K———
Ninepoint Partners LP
N/A—1,747-1,747-100%$264.7K———
Red Wave Investments LLC
N/A—1,744-1,744-100%$264.2K———
NewSquare Capital LLC
N/A—1,729-1,729-100%$262.0K———
Atom Investors LP
N/A—1,724-1,724-100%$261.2K———
Wall Street Financial Group, Inc.
N/A—1,722-1,722-100%$260.9K———
Sandy Cove Advisors, LLC
N/A—1,717-1,717-100%$260.2K———
Signet Private Wealth LLC
N/A—1,716-1,716-100%$260.0K———
Darden Wealth Group Inc
N/A—1,705-1,705-100%$258.3K———
Berry Wealth Group, LP
N/A—1,704-1,704-100%$258.2K———
Main Street Financial Solutions, LLC
N/A—1,689-1,689-100%$255.9K———
First American Trust, FSB
N/A—1,683-1,683-100%$255.3K———
Cardiff Park Advisors, LLC
N/A—1,680-1,680-100%$254.5K———
Blom & Howell Financial Planning, Inc.
N/A—1,680-1,680-100%$254.5K———
Truepoint, Inc.
N/A—1,675-1,675-100%$253.8K———
BlueStem Wealth Partners, LLC
N/A—1,672-1,672-100%$253.4K———
Uniting Wealth Partners, LLC
N/A—1,666-1,666-100%$252.4K———
Madison Wealth Partners, Inc
N/A—1,666-1,666-100%$252.4K———
Cercano Management LLC
N/A—1,660-1,660-100%$251.5K———
Octavia Wealth Advisors, LLC
N/A—1,648-1,648-100%$249.7K———
CM Wealth Advisors LLC
N/A—1,631-1,631-100%$247.1K———
Vista Investment Management
N/A—1,629-1,629-100%$246.8K———
Vantus Wealth LLC
N/A—1,624-1,624-100%$246.0K———
Fourth Dimension Wealth, LLC
N/A—1,617-1,617-100%$245.0K———
Empirical Asset Management, LLC
N/A—1,614-1,614-100%$244.5K———
Earned Wealth Advisors, LLC
N/A—1,608-1,608-100%$243.5K———
DV Trading LLC
N/A—1,600-1,600-100%$242.4K———
Bouchey Financial Group, Ltd.
N/A—1,591-1,591-100%$241.0K———
Centennial Bank
N/A—1,582-1,582-100%$239.7K———
Dynasty Wealth Management, LLC
N/A—1,581-1,581-100%$239.5K———
Orcam Financial Group
N/A—1,579-1,579-100%$239.2K———
Stonebridge Capital Advisors LLC
N/A—1,574-1,574-100%$238.4K———
Magnolia Private Wealth, LLC
N/A—1,571-1,571-100%$238.0K———
IFC Advisors LLC
N/A—1,569-1,569-100%$237.7K———
Presper Financial Architects, LLC
N/A—1,566-1,566-100%$237.2K———
Brio Consultants, LLC
N/A—1,561-1,561-100%$236.5K———
Cascade Financial Partners, LLC
N/A—1,556-1,556-100%$235.7K———
OneAscent Investment Solutions LLC
N/A—1,553-1,553-100%$235.3K———
Insight 2811, Inc.
N/A—1,552-1,552-100%$235.2K———
Tobias Financial Advisors, Inc.
N/A—1,545-1,545-100%$234.1K———
Sovereign Investment Advisors, LLC
N/A—1,519-1,519-100%$230.1K———
Pennington Partners & Co., LLC
N/A—1,513-1,513-100%$229.3K———
Barnes Wealth Management Group, Inc
N/A—1,509-1,509-100%$228.6K———
Ascension Capital Advisors, Inc.
N/A—1,507-1,507-100%$228.3K———
ProVise Management Group, LLC
N/A—1,507-1,507-100%$228.4K———
Ducere Wealth Management LLC
N/A—1,502-1,502-100%$227.5K———
Coastwise Capital Group, LLC
N/A—1,501-1,501-100%$227.4K———
Citizens Business Bank
N/A—1,501-1,501-100%$227.4K———
Intentional Wealth Strategies, LLC
N/A—1,485-1,485-100%$225.0K———
Fortis Group Advisors, LLC
N/A—1,477-1,477-100%$223.7K———
VestGen Investment Management
N/A—1,464-1,464-100%$221.8K———
Kemnay Advisory Services Inc.
N/A—1,459-1,459-100%$221.0K———
Ruggaard & Associates LLC
N/A—1,455-1,455-100%$220.4K———
Manhattan West Asset Management, LLC
N/A—1,450-1,450-100%$219.8K———
Widmann Financial Services, Inc.
N/A—1,440-1,440-100%$218.2K———
Twin Peaks Wealth Advisors, LLC
N/A—1,435-1,435-100%$217.4K———
Kelman-Lazarov, Inc.
N/A—1,425-1,425-100%$215.9K———
Elm Partners Management LLC
N/A—1,424-1,424-100%$215.8K———
Tiemann Investment Advisors, LLC
N/A—1,418-1,418-100%$214.8K———
Falcon Wealth Planning
N/A—1,415-1,415-100%$214.3K———
Muirfield Wealth Advisors LLC
N/A—1,407-1,407-100%$213.1K———
Birchcreek Wealth Management, LLC
N/A—1,406-1,406-100%$213.0K———
CTC Alternative Strategies, Ltd.
N/A—1,400-1,400-100%$212.1K———
Vista Capital Partners, Inc.
N/A—1,398-1,398-100%$211.8K———
Consilio Wealth Advisors, LLC
N/A—1,383-1,383-100%$209.5K———
Austin Wealth Management, LLC
N/A—1,377-1,377-100%$212.7K———
Rwwm, Inc.
N/A—1,371-1,371-100%$207.7K———
Beaton Management Co. Inc.
N/A—1,367-1,367-100%$207.0K———
OakTrust Wealth Advisors, LLC
N/A—1,360-1,360-100%$206.0K———
NCM Capital Management, LLC
N/A—1,353-1,353-100%$205.0K———
Fortis Capital Management LLC
N/A—1,333-1,333-100%$202.0K———
Cofg Advisors, LLC
N/A—1,324-1,324-100%$200.5K———
Elite Life Management LLC
N/A—1,284-1,284-100%$205.3K———
Westpac Banking Corp
N/A—1,279-1,279-100%$193.8K———
Geneos Wealth Management Inc.
N/A—1,268-1,268-100%$192.1K———
Neo Ivy Capital Management
N/A—1,255-1,255-100%$190.1K———
Synergy Investment Management, LLC
N/A—1,236-1,236-100%$197.6K———
C M Bidwell & Associates LTD
N/A—1,218-1,218-100%$184.5K———
Quantum Portfolio Management LLC
N/A—1,206-1,206-100%$182.7K———
McMillan Office, Inc.
N/A—1,200-1,200-100%$181.8K———
Westfuller Advisors, LLC
N/A—1,187-1,187-100%$179.8K———
Bruce G. Allen Investments, LLC
N/A—1,177-1,177-100%$178.3K———
HHM Wealth Advisors, LLC
N/A—1,120-1,120-100%$169.7K———
Osterweis Capital Management Inc
N/A—1,104-1,104-100%$167.3K———
Purpose Unlimited Inc.
N/A—1,099-1,099-100%$167.0K———
Operose Advisors LLC
N/A—1,050-1,050-100%$159.1K———
S&T Bank
N/A—1,049-1,049-100%$158.9K———
Pingora Partners LLC
N/A—1,030-1,030-100%$156.0K———
Index Technologies Group LLC
N/A—999-999-100%$151.3K———
Dixon Mitchell Investment Counsel Inc.
N/A—969-969-100%$146.8K———
Rialto Wealth Management, LLC
N/A—942-942-100%$142.7K———
SOA Wealth Advisors, Llc.
N/A—933-933-100%$141.3K———
Prestige Wealth Management Group LLC
N/A—930-930-100%$140.9K———
Steigerwald, Gordon & Koch Inc.
N/A—899-899-100%$136.2K———
Sachetta, LLC
N/A—889-889-100%$134.7K———
Bogart Wealth, LLC
N/A—865-865-100%$131.0K———
Truvestments Capital LLC
N/A—850-850-100%$128.7K———
CNB Bank
N/A—836-836-100%$126.7K———
Ogorek Anthony Joseph
N/A—825-825-100%$125.0K———
Virtus Advisers, LLC
N/A—806-806-100%$122.1K———
Financial Life Planners
N/A—785-785-100%$118.9K———
GW&K Investment Management, LLC
N/A—784-784-100%$119.0K———
JPL Wealth Management, LLC
N/A—780-780-100%$118.2K———
N.E.W. Advisory Services LLC
N/A—752-752-100%$113.9K———
Sankala Group LLC
N/A—731-731-100%$111.0K———
Limestone Investment Advisors LP
N/A—710-710-100%$107.6K———
Vision Retirement, LLC
N/A—703-703-100%$106.5K———
SkyView Investment Advisors, LLC
N/A—700-700-100%$106.0K———
Godfrey Financial Associates, Inc.
N/A—688-688-100%$104.2K———
1015 Capital Partners, LLC
N/A—679-679-100%$102.9K———
Optiver Holding B.V.
N/A—665-665-100%$100.7K———
Beaird Harris Wealth Management, LLC
N/A—630-630-100%$95.4K———
Estabrook Capital Management
N/A—608-608-100%$92.1K———
ESL Trust Services, LLC
N/A—600-600-100%$90.9K———
Fi3 Financial Advisors, LLC
N/A—584-584-100%$293.3K———
Hollencrest Capital Management
N/A—580-580-100%$87.9K———
IAG Wealth Partners, LLC
N/A—568-568-100%$86.1K———
Coston, McIsaac & Partners
N/A—564-564-100%$85.0K———
Teachers Insurance & Annuity Association of America
N/A—520-520-100%$78.8K———
Prosperity Bancshares Inc
N/A—517-517-100%$78.3K———
Quarry LP
N/A—512-512-100%$77.6K———
Nalls Sherbakoff Group, LLC
N/A—470-470-100%$71.2K———
Frazier Financial Advisors, LLC
N/A—467-467-100%$70.8K———
Strive Financial Group,LLC
N/A—467-467-100%$70.8K———
South Plains Financial, Inc.
N/A—465-465-100%$70.4K———
Tacita Capital Inc
N/A—439-439-100%$66.5K———
Park Place Capital Corp
N/A—433-433-100%$65.6K———
Alerus Financial NA
N/A—427-427-100%$64.7K———
Anchor Investment Management, LLC
N/A—426-426-100%$64.5K———
Napier Financial, LLC
N/A—416-416-100%$63.0K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—413-413-100%$62.6K———
Atlantic Private Wealth, LLC
N/A—405-405-100%$61.4K———
Security National Bank of SO DAK
N/A—397-397-100%$60.1K———
Millstone Evans Group, LLC
N/A—389-389-100%$58.9K———
Highland Investment Advisors LLC
N/A—375-375-100%$56.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—353-353-100%$53.5K———
USA Financial Formulas
N/A—353-353-100%$53.5K———
Longview Financial Advisors LLC
N/A—352-352-100%$53.3K———
Dunhill Financial, LLC
N/A—346-346-100%$52.5K———
Delta Asset Management LLC
N/A—327-327-100%$49.5K———
Mcguire Capital Advisors Inc
N/A—309-309-100%$46.8K———
Community Bank, N.A.
N/A—300-300-100%$45.5K———
Basepoint Wealth LLC
N/A—277-277-100%$42.0K———
Tanglewood Legacy Advisors, LLC
N/A—270-270-100%$40.9K———
Raffa Wealth Management, LLC
N/A—268-268-100%$40.6K———
Regatta Research & Money Management
N/A—267-267-100%$40.2K———
Kilter Group LLC
N/A—265-265-100%$40.1K———
Measured Wealth Private Client Group, LLC
N/A—242-242-100%$36.7K———
PlanVest Financial, Inc
N/A—241-241-100%$36.5K———
WealthCollab, LLC
N/A—234-234-100%$35.5K———
Kelly Lawrence W & Associates Inc
N/A—228-228-100%$34.5K———
TD Capital Management LLC
N/A—216-216-100%$32.7K———
Luken Investment Analytics, LLC
N/A—210-210-100%$31.8K———
Lavaca Capital LLC
N/A—200-200-100%$30.3K———
Cornerstone Financial Management LLC
N/A—196-196-100%$29.7K———
Atlas Capital Advisors Inc.
N/A—195-195-100%$29.5K———
Kerr Financial Planning Corp
N/A—194-194-100%$29.4K———
Atomic Invest LLC
N/A—188-188-100%$28.5K———
Cetera Trust Company, N.a
N/A—177-177-100%$26.8K———
Credit Industriel ET Commercial
N/A—169-169-100%$25.6K———
Bank of the Bluegrass & Trust Co.
N/A—169-169-100%$22.4K———
Caldwell Sutter Capital, Inc.
N/A—158-158-100%$23.9K———
Walsh & Associates, LLC
N/A—154-154-100%$23.3K———
Medallion Wealth Advisors, LLC
N/A—154-154-100%$23.3K———
Ameriflex Group, Inc.
N/A—145-145-100%$22.0K———
Marshall Investment Management, LLC
N/A—135-135-100%$20.5K———
Bernard Wealth Management Corp.
N/A—135-135-100%$20.4K———
Bollard Group LLC
N/A—133-133-100%$20.0K———
Allied Private Wealth LLC
N/A—133-133-100%$20.3K———
Strategic Wealth Advisors LLC
N/A—133-133-100%$20.0K———
1 North Wealth Services LLC
N/A—132-132-100%$20.0K———
Merrithew & Thorsten Inc
N/A—124-124-100%$18———
PIN OAK Investment Advisors Inc
N/A—115-115-100%$17———
Anchor Bay Capital, Inc.
N/A—111-111-100%$17.6K———
Tidemark, LLC
N/A—109-109-100%$16.5K———
Winch Advisory Services, LLC
N/A—108-108-100%$16.3K———
Sittner & Nelson, LLC
N/A—105-105-100%$15.9K———
Delos Wealth Advisors, LLC
N/A—97-97-100%$14.7K———
Penserra Capital Management LLC
N/A—93-93-100%$14.0K———
Financial Gravity Companies, Inc.
N/A—90-90-100%$13.6K———
Imprint Wealth LLC
N/A—85-85-100%$12.9K———
Rexford Capital Inc
N/A—72-72-100%$10.9K———
Cbiz Investment Advisory Services, LLC
N/A—67-67-100%$10.7K———
Morgan Dempsey Capital Management LLC
N/A—63-63-100%$9.5K———
Bellevue Asset Management, LLC
N/A—61-61-100%$9.4K———
Caitlin John, LLC
N/A—53-53-100%$8.0K———
Harborfront Financial Group LLC
N/A—44-44-100%$6.6K———
HFM Investment Advisors, LLC
N/A—43-43-100%$6.5K———
Broadwater Capital Management LLC
N/A—40-40-100%$6.1K———
HighMark Wealth Management LLC
N/A—40-40-100%$6.1K———
Copia Wealth Management
N/A—40-40-100%$6.1K———
Mpwm Advisory Solutions, LLC
N/A—31-31-100%$4.7K———
Chesapeake Asset Management LLC
N/A—30-30-100%$4.5K———
Altshuler Shaham Ltd
N/A—27-27-100%$4.1K———
Riverview Trust Co
N/A—23-23-100%$3.5K———
Oakmont Advisory Group, LLC
N/A—21-21-100%$3.2K———
Investors Portfolio Services LLC
N/A—20-20-100%$3.0K———
Nova Wealth Management, Inc.
N/A—18-18-100%$2.7K———
Silicon Valley Capital Partners
N/A—16-16-100%$2.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—15-15-100%$2.3K———
Mark Sheptoff Financial Planning, LLC
N/A—13-13-100%$2.0K———
Seneschal Advisors, LLC
N/A—11-11-100%$1.7K———
Lummis Asset Management, LP
N/A—10-10-100%$1.5K———
Delta Accumulation, LLC
N/A—6-6-100%$909———
Evolution Advisers, Inc.
N/A—4-4-100%$0———
Timbuktu Capital Management, LLC
N/A—4-4-100%$606———
Ross\johnson & Associates LLC
N/A—4-4-100%$606———
Showing 2846 of 2846 institutions