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T-Mobile US Inc (TMUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares13,243,796 from 12,758,271
Change+485,525 (+4%)
Value$2.2B (+$19.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares4,808,862 from 5,003,243
Change-194,381 (-4%)
Value$784.2M (-$55.0M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares4,012,338 from 3,925,134
Change+87,204 (+2%)
Value$654.3M (-$4.3M)
Filed 2026-11-04
Nuveen, LLC
DECREASED
Shares3,983,238 from 4,841,388
Change-858,150 (-18%)
Value$649.6M (-$162.5M)
Filed 2026-11-10
Deutsche Bank Ag\
INCREASED
Shares2,959,974 from 2,086,255
Change+873,719 (+42%)
Value$482.7M (+$132.8M)
Filed 2026-11-06
Amundi
DECREASED
Shares2,874,862 from 3,775,445
Change-900,583 (-24%)
Value$468.8M (-$164.4M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares2,312,404 from 4,128,915
Change-1,816,511 (-44%)
Value$377.1M (-$315.4M)
Filed 2026-11-06
Nordea Investment Management AB
INCREASED
Shares1,661,006 from 511,755
Change+1,149,251 (+225%)
Value$272.7M (+$187.5M)
Filed 2026-11-09
Eurizon Capital SGR S.p.A.
INCREASED
Shares1,581,863 from 1,291,584
Change+290,279 (+22%)
Value$258.0M (+$39.4M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,435,497 from 1,348,140
Change+87,357 (+6%)
Value$234.1M (+$8.0M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares1,404,558 from 1,504,570
Change-100,012 (-7%)
Value$229.1M (-$23.3M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
INCREASED
Shares1,360,980 from 474,289
Change+886,691 (+187%)
Value$222.0K (+$122.7K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares1,279,439 from 1,269,678
Change+9,761 (+1%)
Value$208.7M (-$4.3M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,269,960 from 1,306,802
Change-36,842 (-3%)
Value$207.1M (-$12.1M)
Filed 2026-10-29
High Ground Investment Management LLP
INCREASED
Shares1,197,987 from 890,172
Change+307,815 (+35%)
Value$195.4M (+$46.1M)
Filed 2026-11-06
ProShare Advisors LLC
INCREASED
Shares1,122,149 from 1,087,447
Change+34,702 (+3%)
Value$183.0M (+$602.6K)
Filed 2026-10-29
HighTower Advisors, LLC
INCREASED
Shares865,023 from 850,176
Change+14,847 (+2%)
Value$141.1M (-$1.5M)
Filed 2026-11-10
Neos Investment Management LLC
INCREASED
Shares813,886 from 713,420
Change+100,466 (+14%)
Value$132.7M (+$13.1M)
Filed 2026-11-04
Bank of Montreal
DECREASED
Shares692,301 from 768,712
Change-76,411 (-10%)
Value$112.9M (-$16.0M)
Filed 2026-11-09
Jupiter Asset Management LTD
INCREASED
Shares658,673 from 333,491
Change+325,182 (+98%)
Value$107.4M (+$51.5M)
Filed 2026-11-10
Russell Investments Group, Ltd.
INCREASED
Shares655,933 from 597,016
Change+58,917 (+10%)
Value$107.0M (+$6.5M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares622,067 from 550,202
Change+71,865 (+13%)
Value$101.4M (+$9.2M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares609,865
Change+609,865
Value$99.4M
Filed 2026-10-29
Danske Bank A/S
INCREASED
Shares600,177 from 539,620
Change+60,557 (+11%)
Value$97.9M (+$7.4M)
Filed 2026-11-09
Evergreen Capital Management LLC
INCREASED
Shares594,077 from 591,907
Change+2,170 (+0%)
Value$96.9M (-$2.4M)
Filed 2026-10-23
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED
Shares584,654 from 574,972
Change+9,682 (+2%)
Value$95.4M (-$969.7K)
Filed 2026-11-10
Quilter Plc
INCREASED
Shares567,017 from 561,518
Change+5,499 (+1%)
Value$92.5M (-$1.7M)
Filed 2026-10-21
Storebrand Asset Management AS
DECREASED
Shares566,278 from 594,390
Change-28,112 (-5%)
Value$92.3M (-$7.3M)
Filed 2026-11-10
LPL Financial LLC
INCREASED
Shares555,664 from 491,708
Change+63,956 (+13%)
Value$90.6M (+$8.1M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares442,595 from 446,685
Change-4,090 (-1%)
Value$72.2M (-$2.7M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares436,171 from 386,043
Change+50,128 (+13%)
Value$71.1M (+$6.4M)
Filed 2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares423,891 from 342,664
Change+81,227 (+24%)
Value$69.1M (+$11.7M)
Filed 2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares422,747 from 422,084
Change+663 (+0%)
Value$68.9M (-$1.9M)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares417,884 from 440,262
Change-22,378 (-5%)
Value$61.6M (-$10.8M)
Filed 2026-10-13
Pictet Asset Management Holding SA
INCREASED
Shares411,129 from 294,117
Change+117,012 (+40%)
Value$67.0M (+$17.7M)
Filed 2026-11-03
Munich Reinsurance Co Stock Corp in Munich
UNCHANGED
Shares380,129 from 380,129
Change0 (0%)
Value$62.0M (-$1.8M)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares377,434 from 383,656
Change-6,222 (-2%)
Value$61.6M (-$2.8M)
Filed 2026-11-05
Squarepoint Ops LLC
DECREASED
Shares353,660 from 909,801
Change-556,141 (-61%)
Value$57.7M (-$94.9M)
Filed 2026-11-09
New York State Teachers Retirement System
INCREASED
Shares337,102 from 336,461
Change+641 (+0%)
Value$55.0K (-$56.4M)
Filed 2026-10-22
Swedbank AB
DECREASED
Shares314,749 from 317,146
Change-2,397 (-1%)
Value$51.3M (-$1.9M)
Filed 2026-10-27
MacKenzie Financial Corp
DECREASED
Shares309,005 from 310,360
Change-1,355 (0%)
Value$50.4M (-$1.7M)
Filed 2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares307,963 from 346,454
Change-38,491 (-11%)
Value$50.2M (-$7.9M)
Filed 2026-10-15
Virginia Retirement Systems ET Al
UNCHANGED
Shares269,500 from 269,500
Change0 (0%)
Value$44.0M (-$1.3M)
Filed 2026-10-28
Asset Management One Co., Ltd.
INCREASED
Shares261,423 from 257,090
Change+4,333 (+2%)
Value$42.6M (-$488.8K)
Filed 2026-10-27
Vontobel Holding Ltd.
DECREASED
Shares249,660 from 250,086
Change-426 (0%)
Value$40.7M (-$1.2M)
Filed 2026-10-16
Daiwa Securities Group Inc.
INCREASED
Shares246,601 from 243,758
Change+2,843 (+1%)
Value$40.2M (-$669.8K)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares240,075 from 375,559
Change-135,484 (-36%)
Value$39.2M (-$23.8M)
Filed 2026-11-05
Acadian Asset Management LLC
DECREASED
Shares223,916 from 599,714
Change-375,798 (-63%)
Value$36.5K (-$100.5M)
Filed 2026-11-09
Alps Advisors Inc
INCREASED
Shares218,664 from 176,248
Change+42,416 (+24%)
Value$35.7M (+$6.1M)
Filed 2026-11-03
GF Fund Management Co. Ltd.
DECREASED
Shares213,275 from 218,551
Change-5,276 (-2%)
Value$34.8M (-$1.9M)
Filed 2026-10-26
M&G Plc
DECREASED
Shares211,511 from 215,578
Change-4,067 (-2%)
Value$34.5M (-$1.7M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares209,084 from 233,878
Change-24,794 (-11%)
Value$34.1M (-$5.1M)
Filed 2026-10-30
Creative Planning
DECREASED
Shares198,622 from 209,486
Change-10,864 (-5%)
Value$32.4M (-$2.7M)
Filed 2026-11-02
KBC Group NV
INCREASED
Shares190,389 from 188,964
Change+1,425 (+1%)
Value$31.0K (-$31.7M)
Filed 2026-10-22
Aberdeen Group plc
DECREASED
Shares190,236 from 340,881
Change-150,645 (-44%)
Value$18.5M (-$38.6M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares186,276 from 122,900
Change+63,376 (+52%)
Value$30.4M (+$9.8M)
Filed 2026-11-03
ASR Vermogensbeheer N.V.
INCREASED
Shares184,529 from 154,405
Change+30,124 (+20%)
Value$30.1M (+$4.2M)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares181,989 from 187,164
Change-5,175 (-3%)
Value$29.7M (-$1.7M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares179,970 from 161,601
Change+18,369 (+11%)
Value$29.3M (+$1.2M)
Filed 2026-10-30
Lazard Freres Gestion S.A.S.
DECREASED
Shares177,906 from 205,832
Change-27,926 (-14%)
Value$29.0K (-$34.5M)
Filed 2026-11-03
Country Trust Bank
INCREASED
Shares176,662 from 160,035
Change+16,627 (+10%)
Value$28.8M (+$2.0M)
Filed 2026-10-30
Handelsbanken Fonder AB
INCREASED
Shares167,272 from 162,861
Change+4,411 (+3%)
Value$27.3K (-$38)
Filed 2026-11-09
Robeco Institutional Asset Management B.V.
INCREASED
Shares166,862 from 64,423
Change+102,439 (+159%)
Value$27.2M (+$16.4M)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
DECREASED
Shares160,302 from 162,001
Change-1,699 (-1%)
Value$26.1M (-$1.0M)
Filed 2026-11-05
Act Two Investors LLC
INCREASED
Shares156,582 from 151,082
Change+5,500 (+4%)
Value$25.5M (+$194.4K)
Filed 2026-11-09
Nykredit A/S
DECREASED
Shares155,571 from 158,807
Change-3,236 (-2%)
Value$25.4M (-$1.3M)
Filed 2026-11-06
Reaves W H & Co Inc
DECREASED
Shares146,583 from 174,266
Change-27,683 (-16%)
Value$23.9M (-$5.3M)
Filed 2026-11-06
OFI Invest Asset Management
DECREASED
Shares146,478 from 204,041
Change-57,563 (-28%)
Value$21.0M (-$8.9M)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares144,427 from 144,427
Change0 (0%)
Value$23.6K (-$24.2M)
Filed 2026-10-08
Keybank National Association
DECREASED
Shares143,943 from 170,775
Change-26,832 (-16%)
Value$23.5M (-$5.2M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares140,004 from 132,795
Change+7,209 (+5%)
Value$22.8M (+$558.1K)
Filed 2026-11-02
Brighton Jones LLC
DECREASED
Shares139,674 from 144,218
Change-4,544 (-3%)
Value$22.8M (-$1.4M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares138,692 from 132,456
Change+6,236 (+5%)
Value$22.6M (+$401.0K)
Filed 2026-10-13
Nisa Investment Advisors, LLC
DECREASED
Shares138,260 from 138,890
Change-630 (0%)
Value$22.5M (-$748.6K)
Filed 2026-10-20
Arizona State Retirement System
DECREASED
Shares135,213 from 137,585
Change-2,372 (-2%)
Value$22.1M (-$1.0M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares133,438 from 142,469
Change-9,031 (-6%)
Value$21.8M (-$2.1M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares127,990 from 125,401
Change+2,589 (+2%)
Value$20.9M (-$160.9K)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares126,483 from 156,655
Change-30,172 (-19%)
Value$20.6K (-$26.3M)
Filed 2026-10-22
Illinois Municipal Retirement Fund
DECREASED
Shares125,865 from 129,501
Change-3,636 (-3%)
Value$20.5M (-$1.2M)
Filed 2026-11-05
iA Global Asset Management Inc.
DECREASED
Shares122,951 from 126,260
Change-3,309 (-3%)
Value$20.1K (-$21.2M)
Filed 2026-10-29
WestEnd Advisors, LLC
INCREASED
Shares122,267 from 121,742
Change+525 (+0%)
Value$19.9M (-$480.5K)
Filed 2026-10-27
State of Michigan Retirement System
INCREASED
Shares121,241 from 119,141
Change+2,100 (+2%)
Value$19.8M (-$211.5K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares117,613 from 111,013
Change+6,600 (+6%)
Value$19.2M (+$560.1K)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares116,768 from 114,168
Change+2,600 (+2%)
Value$19.0M (-$106.9K)
Filed 2026-10-14
Valley Wealth Managers, Inc.
INCREASED
Shares116,239 from 109,759
Change+6,480 (+6%)
Value$19.0M (+$546.4K)
Filed 2026-10-09
SEB Asset Management AB
INCREASED
Shares112,179 from 106,543
Change+5,636 (+5%)
Value$18.3M (+$423.7K)
Filed 2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares107,777 from 123,409
Change-15,632 (-13%)
Value$17.6M (-$3.1M)
Filed 2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares106,645 from 102,783
Change+3,862 (+4%)
Value$17.4M (+$151.9K)
Filed 2026-11-03
Community Trust & Investment Co
INCREASED
Shares105,221 from 100,967
Change+4,254 (+4%)
Value$17.2M (+$224.3K)
Filed 2026-10-15
Retirement Systems of Alabama
INCREASED
Shares101,226 from 97,760
Change+3,466 (+4%)
Value$16.5M (+$110.7K)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares97,088 from 112,976
Change-15,888 (-14%)
Value$15.8M (-$3.1M)
Filed 2026-10-19
Wealthfront Advisers LLC
INCREASED
Shares96,058 from 82,493
Change+13,565 (+16%)
Value$15.7M (+$1.8M)
Filed 2026-11-09
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares94,644 from 54,740
Change+39,904 (+73%)
Value$15.4M (+$6.3M)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares94,567 from 88,532
Change+6,035 (+7%)
Value$15.4M (+$572.5K)
Filed 2026-11-03
Intech Investment Management LLC
INCREASED
Shares92,726 from 78,391
Change+14,335 (+18%)
Value$15.1M (+$2.0M)
Filed 2026-11-09
Assenagon Asset Management S.A.
DECREASED
Shares92,713 from 1,873,621
Change-1,780,908 (-95%)
Value$15.1M (-$299.1M)
Filed 2026-10-15
Cornerstone Advisors, LLC
UNCHANGED
Shares91,942 from 91,942
Change0 (0%)
Value$15.0M (-$427.5K)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares91,661 from 90,470
Change+1,191 (+1%)
Value$14.9M (-$226.5K)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares91,300 from 93,400
Change-2,100 (-2%)
Value$14.9M (-$776.8K)
Filed 2026-10-20
Natixis
INCREASED
Shares91,123 from 15,684
Change+75,439 (+481%)
Value$14.9M (+$12.2M)
Filed 2026-11-06
Davidson Investment Advisors
DECREASED
Shares89,419 from 91,832
Change-2,413 (-3%)
Value$14.6M (-$820.5K)
Filed 2026-10-20
Ethic Inc.
DECREASED
Shares88,784 from 90,245
Change-1,461 (-2%)
Value$14.5M (-$657.8K)
Filed 2026-11-03
Teachers Retirement System of the State of Kentucky
DECREASED
Shares88,118 from 90,870
Change-2,752 (-3%)
Value$14.4K (-$15.2M)
Filed 2026-11-10
Motley Fool Asset Management LLC
INCREASED
Shares87,080 from 84,061
Change+3,019 (+4%)
Value$14.2M (+$101.5K)
Filed 2026-10-27
Wedge Capital Management L L P
INCREASED
Shares85,623 from 80,474
Change+5,149 (+6%)
Value$14.0M (+$465.5K)
Filed 2026-10-13
Amalgamated Bank
DECREASED
Shares82,944 from 83,184
Change-240 (0%)
Value$13.5K (-$13.9M)
Filed 2026-10-23
Boston Common Asset Management, LLC
INCREASED
Shares81,585 from 75,160
Change+6,425 (+9%)
Value$13.3M (+$698.3K)
Filed 2026-10-13
Adams Diversified Equity Fund, Inc.
INCREASED
Shares79,700 from 53,000
Change+26,700 (+50%)
Value$13.0M (+$4.1M)
Filed 2026-10-21
Sycomore Asset Management
UNCHANGED
Shares78,614 from 78,614
Change0 (0%)
Value$15.0K ($0)
Filed 2026-10-26
Profund Advisors LLC
DECREASED
Shares77,206 from 84,853
Change-7,647 (-9%)
Value$12.6M (-$1.6M)
Filed 2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares76,106 from 74,132
Change+1,974 (+3%)
Value$12.4M (-$22.8K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares75,822 from 75,074
Change+748 (+1%)
Value$12.4M (-$227.1K)
Filed 2026-10-28
Ceredex Value Advisors LLC
DECREASED
Shares74,847 from 106,654
Change-31,807 (-30%)
Value$12.2M (-$5.7M)
Filed 2026-11-09
New York Life Investment Management LLC
INCREASED
Shares71,758 from 64,886
Change+6,872 (+11%)
Value$11.7M (+$819.0K)
Filed 2026-11-04
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares71,622 from 73,114
Change-1,492 (-2%)
Value$11.7M (-$583.3K)
Filed 2026-11-09
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares70,976 from 60,582
Change+10,394 (+17%)
Value$11.6M (+$1.4M)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares70,065 from 56,275
Change+13,790 (+25%)
Value$11.4M (+$2.0M)
Filed 2026-10-26
Vest Financial, LLC
INCREASED
Shares69,572 from 57,489
Change+12,083 (+21%)
Value$11.3M (+$1.7M)
Filed 2026-10-21
GW Henssler & Associates LTD
INCREASED
Shares67,341 from 67,021
Change+320 (+0%)
Value$11.0M (-$259.5K)
Filed 2026-10-26
Camden National Bank
DECREASED
Shares65,783 from 67,337
Change-1,554 (-2%)
Value$10.7M (-$566.5K)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares61,494 from 62,499
Change-1,005 (-2%)
Value$10.0M (-$454.4K)
Filed 2026-10-23
Intact Investment Management Inc.
DECREASED
Shares61,400 from 75,100
Change-13,700 (-18%)
Value$10.0M (-$2.6M)
Filed 2026-11-03
Louisbourg Investments Inc.
INCREASED
Shares60,189 from 56,392
Change+3,797 (+7%)
Value$7.6M (+$281.0K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares59,492 from 51,349
Change+8,143 (+16%)
Value$9.7M (+$1.1M)
Filed 2026-11-06
Oregon Public Employees Retirement Fund
INCREASED
Shares59,341 from 57,232
Change+2,109 (+4%)
Value$9.7M (+$77.8K)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares59,214 from 53,014
Change+6,200 (+12%)
Value$9.7M (+$764.6K)
Filed 2026-10-26
Skylands Capital, LLC
DECREASED
Shares58,300 from 59,350
Change-1,050 (-2%)
Value$9.5M (-$447.2K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares58,189 from 56,638
Change+1,551 (+3%)
Value$10.0M (-$310.2K)
Filed 2026-10-13
Mutual of America Capital Management LLC
INCREASED
Shares57,950 from 56,904
Change+1,046 (+2%)
Value$9.5M (-$94.0K)
Filed 2026-10-23
Banque Pictet & CIE SA
DECREASED
Shares56,306 from 57,120
Change-814 (-1%)
Value$9.2M (-$398.4K)
Filed 2026-10-16
OP Asset Management Ltd
INCREASED
Shares56,194 from 55,528
Change+666 (+1%)
Value$9.2M (-$149.6K)
Filed 2026-11-05
Motco
INCREASED
Shares55,974 from 54,084
Change+1,890 (+3%)
Value$9.1M (+$56.7K)
Filed 2026-11-09
Overbrook Management Corp
DECREASED
Shares53,580 from 65,120
Change-11,540 (-18%)
Value$8.7M (-$2.2M)
Filed 2026-10-08
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares53,533 from 59,563
Change-6,030 (-10%)
Value$8.7M (-$1.3M)
Filed 2026-10-21
Yousif Capital Management, LLC
INCREASED
Shares52,554 from 50,130
Change+2,424 (+5%)
Value$8.6M (+$162.2K)
Filed 2026-10-22
Factory Mutual Insurance Co
DECREASED
Shares52,500 from 52,750
Change-250 (0%)
Value$8.6M (-$286.1K)
Filed 2026-10-30
Reynders McVeigh Capital Management, LLC
DECREASED
Shares50,958 from 204,751
Change-153,793 (-75%)
Value$8.3M (-$26.0M)
Filed 2026-10-30
Mirae Asset Securities (USA) Inc.
NEW
Shares50,071
Change+50,071
Value$8.2M
Filed 2026-10-15
Miller Howard Investments Inc
INCREASED
Shares49,147 from 47,149
Change+1,998 (+4%)
Value$8.0M (+$106.6K)
Filed 2026-10-26
Jessup Wealth Management, Inc
DECREASED
Shares47,083 from 51,657
Change-4,574 (-9%)
Value$7.7M (-$986.1K)
Filed 2026-10-20
State of Alaska, Department of Revenue
INCREASED
Shares45,724 from 45,596
Change+128 (+0%)
Value$7.5K (-$7.6M)
Filed 2026-10-15
University of Texas S AM Investment Management Co
INCREASED
Shares45,607 from 607
Change+45,000 (+7414%)
Value$7.4M (+$7.3M)
Filed 2026-11-03
Central Trust Co
DECREASED
Shares45,536 from 46,728
Change-1,192 (-3%)
Value$7.4M (-$411.7K)
Filed 2026-11-05
Avanza Fonder AB
INCREASED
Shares44,459 from 40,595
Change+3,864 (+10%)
Value$7.3M (+$441.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares44,140 from 44,297
Change-157 (0%)
Value$7.2K (-$7.4M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares44,112 from 43,160
Change+952 (+2%)
Value$7.2M (-$45.5K)
Filed 2026-10-22
Advanced Asset Management Advisors Inc
UNCHANGED
Shares42,815 from 42,815
Change0 (0%)
Value$7.0M (-$199.1K)
Filed 2026-10-20
Associated Banc-Corp
INCREASED
Shares42,138 from 41,281
Change+857 (+2%)
Value$6.9M (-$52.2K)
Filed 2026-10-30
Candriam S.C.A.
INCREASED
Shares41,278 from 40,678
Change+600 (+1%)
Value$6.8M (-$60.1K)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
INCREASED
Shares41,149 from 40,629
Change+520 (+1%)
Value$6.7M (-$104.2K)
Filed 2026-10-21
Mizuho Markets Cayman LP
INCREASED
Shares39,900 from 27,152
Change+12,748 (+47%)
Value$6.5M (+$2.0M)
Filed 2026-11-09
Mizuho Securities USA LLC
INCREASED
Shares39,432 from 36,431
Change+3,001 (+8%)
Value$7.1M (+$987.7K)
Filed 2026-11-09
ABN Amro Investment Solutions
DECREASED
Shares39,298 from 54,258
Change-14,960 (-28%)
Value$6.4M (-$2.7M)
Filed 2026-10-21
Gulf International Bank (UK) Ltd
UNCHANGED
Shares38,186 from 38,186
Change0 (0%)
Value$6.2K (-$6.4M)
Filed 2026-10-20
Plato Investment Management Ltd
INCREASED
Shares37,661 from 35,200
Change+2,461 (+7%)
Value$6.2M (+$296.0K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares37,179 from 34,627
Change+2,552 (+7%)
Value$6.1M (+$255.2K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares37,121 from 39,857
Change-2,736 (-7%)
Value$6.1M (-$631.6K)
Filed 2026-11-02
Florida Trust Wealth Management Co
DECREASED
Shares37,087 from 40,662
Change-3,575 (-9%)
Value$6.0M (-$772.1K)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED
Shares36,146 from 32,585
Change+3,561 (+11%)
Value$5.9M (+$425.6K)
Filed 2026-10-28
Private Advisory Group LLC
INCREASED
Shares36,031 from 2,129
Change+33,902 (+1592%)
Value$5.9M (+$5.5M)
Filed 2026-11-06
RBA Wealth Management, LLC
INCREASED
Shares35,852 from 33,844
Change+2,008 (+6%)
Value$5.8M (+$170.1K)
Filed 2026-10-28
LSV Asset Management
INCREASED
Shares35,615 from 13,300
Change+22,315 (+168%)
Value$5.8K (-$2.2M)
Filed 2026-11-06
Coldstream Capital Management Inc
DECREASED
Shares35,030 from 35,034
Change-4 (0%)
Value$5.7M (-$163.5K)
Filed 2026-11-09
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$5.7M (-$162.8K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares34,595 from 62,252
Change-27,657 (-44%)
Value$5.6K (-$10.4M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares34,256 from 33,404
Change+852 (+3%)
Value$5.6M (-$16.4K)
Filed 2026-10-16
Achmea Investment Management B.V.
NEW
Shares33,314
Change+33,314
Value$5.4M
Filed 2026-10-30
Geneos Wealth Management Inc.
INCREASED
Shares32,926 from 30,993
Change+1,933 (+6%)
Value$5.4M (+$171.2K)
Filed 2026-11-09
Vise Technologies, Inc.
DECREASED
Shares32,794 from 40,073
Change-7,279 (-18%)
Value$5.3M (-$1.4M)
Filed 2026-10-29
Hennessy Advisors Inc
UNCHANGED
Shares32,300 from 32,300
Change0 (0%)
Value$5.3M (-$150.2K)
Filed 2026-10-28
Old National Bancorp
INCREASED
Shares32,239 from 25,184
Change+7,055 (+28%)
Value$5.3M (+$1.0M)
Filed 2026-10-20
Hohimer Wealth Management, LLC
INCREASED
Shares32,095 from 22,148
Change+9,947 (+45%)
Value$5.2M (+$1.5M)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares31,483 from 27,297
Change+4,186 (+15%)
Value$5.1M (+$555.6K)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares31,292 from 35,203
Change-3,911 (-11%)
Value$5.1M (-$801.6K)
Filed 2026-10-14
YHB Investment Advisors, Inc.
DECREASED
Shares30,862 from 31,079
Change-217 (-1%)
Value$5.0M (-$179.9K)
Filed 2026-10-08
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares30,648 from 3,908
Change+26,740 (+684%)
Value$5.1M (+$4.5M)
Filed 2026-10-20
Maryland State Retirement & Pension System
INCREASED
Shares30,175 from 26,503
Change+3,672 (+14%)
Value$4.9M (+$475.6K)
Filed 2026-11-05
Viking Fund Management LLC
NEW
Shares30,000
Change+30,000
Value$4.9M
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares29,409 from 28,673
Change+736 (+3%)
Value$4.8M (-$13.3K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares29,249 from 76,931
Change-47,682 (-62%)
Value$4.8M (-$8.1M)
Filed 2026-10-16
Hantz Financial Services, Inc.
DECREASED
Shares29,049 from 29,965
Change-916 (-3%)
Value$4.7K (-$5.0M)
Filed 2026-11-09
United Asset Strategies, Inc.
INCREASED
Shares28,619 from 26,603
Change+2,016 (+8%)
Value$4.7M (+$205.2K)
Filed 2026-10-28
Generali Asset Management SPA SGR
INCREASED
Shares28,154 from 24,791
Change+3,363 (+14%)
Value$4.6M (+$433.2K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
DECREASED
Shares28,138 from 55,588
Change-27,450 (-49%)
Value$4.6M (-$5.1M)
Filed 2026-10-16
Inspire Trust Co, N.A.
INCREASED
Shares28,000 from 22,000
Change+6,000 (+27%)
Value$4.6M (+$876.2K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares27,199 from 26,480
Change+719 (+3%)
Value$4.4M (-$6.0K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares26,508 from 23,131
Change+3,377 (+15%)
Value$4.3M (+$443.1K)
Filed 2026-10-28
Ticino Wealth
INCREASED
Shares26,342 from 26,288
Change+54 (+0%)
Value$4.3M (-$113.4K)
Filed 2026-10-13
Loudon Investment Management, LLC
DECREASED
Shares26,333 from 29,198
Change-2,865 (-10%)
Value$4.3M (-$603.0K)
Filed 2026-11-06
SevenBridge Financial Group, LLC
INCREASED
Shares26,312 from 15,576
Change+10,736 (+69%)
Value$4.2M (+$1.4M)
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares26,184 from 24,757
Change+1,427 (+6%)
Value$4.3M (+$117.5K)
Filed 2026-10-30
Obermeyer Wealth Partners
DECREASED
Shares26,098 from 27,182
Change-1,084 (-4%)
Value$4.3M (-$303.2K)
Filed 2026-10-21
Hartford Investment Management Co
INCREASED
Shares25,873 from 25,763
Change+110 (+0%)
Value$4.2M (-$101.9K)
Filed 2026-11-04
Cache Advisors, LLC
INCREASED
Shares25,593 from 15,446
Change+10,147 (+66%)
Value$4.2M (+$1.6M)
Filed 2026-10-16
Fulcrum Asset Management LLP
INCREASED
Shares25,528 from 19,981
Change+5,547 (+28%)
Value$4.2M (+$684.5K)
Filed 2026-11-04
Chesley Taft & Associates LLC
DECREASED
Shares25,382 from 25,910
Change-528 (-2%)
Value$4.1M (-$206.6K)
Filed 2026-10-13
Third View Private Wealth, LLC
INCREASED
Shares25,278 from 18,087
Change+7,191 (+40%)
Value$4.1M (+$1.1M)
Filed 2026-10-30
Caldwell Trust Co
INCREASED
Shares24,862 from 23,661
Change+1,201 (+5%)
Value$4.1M (+$85.8K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares24,650 from 22,998
Change+1,652 (+7%)
Value$4.0M (+$6.7K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares24,648 from 21,269
Change+3,379 (+16%)
Value$3.9M (+$101.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares24,648 from 21,269
Change+3,379 (+16%)
Value$3.9M (+$101.4K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares24,537 from 24,337
Change+200 (+1%)
Value$4.0M (-$80.7K)
Filed 2026-10-26
Linden Thomas Advisory Services, LLC
INCREASED
Shares24,514 from 23,951
Change+563 (+2%)
Value$4.0M (-$19.6K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares24,509 from 22,322
Change+2,187 (+10%)
Value$4.0M (+$253.0K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares24,469 from 19,219
Change+5,250 (+27%)
Value$4.0M (+$756.4K)
Filed 2026-10-08
Harbour Capital Advisors, LLC
INCREASED
Shares24,467 from 24,018
Change+449 (+2%)
Value$4.0M (-$515.9K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares24,378 from 28,543
Change-4,165 (-15%)
Value$4.0M (-$1.4M)
Filed 2026-11-06
Beese Fulmer Investment Management, Inc.
DECREASED
Shares24,307 from 28,150
Change-3,843 (-14%)
Value$4.0M (-$757.7K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
DECREASED
Shares23,853 from 185,407
Change-161,554 (-87%)
Value$3.9M (-$27.2M)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares23,812 from 20,700
Change+3,112 (+15%)
Value$3.9M (+$411.2K)
Filed 2026-10-23
Graphene Investments SAS
INCREASED
Shares23,700 from 20,500
Change+3,200 (+16%)
Value$3.9M (+$426.5K)
Filed 2026-10-22
New Mexico Educational Retirement Board
UNCHANGED
Shares23,550 from 23,550
Change0 (0%)
Value$3.8K (-$3.9M)
Filed 2026-11-05
GAM Holding AG
NEW
Shares23,489
Change+23,489
Value$3.8M
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares23,430 from 39,424
Change-15,994 (-41%)
Value$3.8M (-$2.8M)
Filed 2026-10-21
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares22,842 from 21,708
Change+1,134 (+5%)
Value$3.7M (+$84.0K)
Filed 2026-10-26
Stablepoint Partners, LLC
INCREASED
Shares22,715 from 21,870
Change+845 (+4%)
Value$3.7M (+$36.0K)
Filed 2026-11-03
Burling Wealth Partners, LLC
DECREASED
Shares22,622 from 23,524
Change-902 (-4%)
Value$3.7M (-$256.5K)
Filed 2026-11-09
Asset One Wealth Management LLC
INCREASED
Shares22,394 from 18,259
Change+4,135 (+23%)
Value$3.7M (+$226.2K)
Filed 2026-11-02
E. Ohman J:or Asset Management AB
INCREASED
Shares22,331 from 14,799
Change+7,532 (+51%)
Value$3.6M (+$1.2M)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares22,311 from 24,116
Change-1,805 (-7%)
Value$3.6M (-$406.5K)
Filed 2026-11-04
Leibman Financial Services, Inc.
INCREASED
Shares21,218 from 20,067
Change+1,151 (+6%)
Value$3.5M (+$94.3K)
Filed 2026-10-13
Chatham Capital Group, Inc.
INCREASED
Shares20,859 from 20,389
Change+470 (+2%)
Value$3.4M (-$18.2K)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
INCREASED
Shares20,846 from 17,933
Change+2,913 (+16%)
Value$3.4M (+$391.1K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares20,668 from 22,249
Change-1,581 (-7%)
Value$3.4M (-$361.1K)
Filed 2026-11-05
Corbyn Investment Management Inc
DECREASED
Shares20,507 from 20,897
Change-390 (-2%)
Value$3.3M (-$160.8K)
Filed 2026-10-30
J. Safra Sarasin Holding AG
INCREASED
Shares19,792 from 17,622
Change+2,170 (+12%)
Value$3.2M (+$172.9K)
Filed 2026-10-26
Moran Wealth Management, LLC
DECREASED
Shares19,359 from 19,398
Change-39 (0%)
Value$3.2M (-$96.6K)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares18,610 from 18,204
Change+406 (+2%)
Value$3.0M (-$18.4K)
Filed 2026-10-26
James Investment Research, Inc.
DECREASED
Shares18,418 from 21,923
Change-3,505 (-16%)
Value$3.0M (-$673.5K)
Filed 2026-10-22
Princeton Global Asset Management LLC
DECREASED
Shares18,315 from 22,354
Change-4,039 (-18%)
Value$3.0M (-$762.7K)
Filed 2026-10-21
First Business Financial Services, Inc.
INCREASED
Shares18,027 from 17,473
Change+554 (+3%)
Value$2.9M (+$9.1K)
Filed 2026-10-29
Lyell Wealth Management, LP
DECREASED
Shares17,883 from 32,736
Change-14,853 (-45%)
Value$2.9M (-$2.6M)
Filed 2026-10-30
Wealth Advisory Solutions, LLC
DECREASED
Shares17,745 from 19,043
Change-1,298 (-7%)
Value$2.9M (-$300.2K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares17,647 from 15,146
Change+2,501 (+17%)
Value$2.9M (+$345.6K)
Filed 2026-11-03
Icici Prudential Asset Management Co Ltd
DECREASED
Shares17,505 from 17,896
Change-391 (-2%)
Value$2.9M (-$147.0K)
Filed 2026-11-06
Banco Santander, S.A.
INCREASED
Shares17,403 from 9,281
Change+8,122 (+88%)
Value$2.8M (+$1.3M)
Filed 2026-11-10
Park Avenue Securities LLC
DECREASED
Shares17,269 from 19,980
Change-2,711 (-14%)
Value$2.8K (-$3.3M)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares17,065 from 15,991
Change+1,074 (+7%)
Value$2.8M (+$100.8K)
Filed 2026-10-13
Sustainable Insight Capital Management, LLC
INCREASED
Shares16,769 from 15,369
Change+1,400 (+9%)
Value$2.7M (+$156.8K)
Filed 2026-11-06
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares16,749 from 1,587
Change+15,162 (+955%)
Value$2.7M (+$2.5M)
Filed 2026-10-29
WealthPlan Investment Management, LLC
INCREASED
Shares16,728 from 16,313
Change+415 (+3%)
Value$2.7M (-$8.1K)
Filed 2026-10-15
AGF Management LTD
INCREASED
Shares16,216 from 15,592
Change+624 (+4%)
Value$2.6M (+$29.3K)
Filed 2026-11-03
Danica Pension, Livsforsikringsaktieselskab
INCREASED
Shares16,134 from 12,110
Change+4,024 (+33%)
Value$2.6M (+$599.9K)
Filed 2026-11-09
Bailard, Inc.
INCREASED
Shares16,042 from 1,859
Change+14,183 (+763%)
Value$2.6M (+$2.3M)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
DECREASED
Shares15,981 from 16,048
Change-67 (0%)
Value$2.6M (-$85.5K)
Filed 2026-11-02
Praxis Investment Management Inc
INCREASED
Shares15,566 from 8,204
Change+7,362 (+90%)
Value$2.5K (-$1.4M)
Filed 2026-11-03
Plimoth Trust Co LLC
DECREASED
Shares15,426 from 15,925
Change-499 (-3%)
Value$2.5M (-$155.4K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares15,334 from 15,860
Change-526 (-3%)
Value$2.5M (-$159.6K)
Filed 2026-10-28
Braun Stacey Associates Inc
DECREASED
Shares15,115 from 50,713
Change-35,598 (-70%)
Value$2.5M (-$6.0M)
Filed 2026-10-19
North Dakota State Investment Board
INCREASED
Shares14,926 from 14,329
Change+597 (+4%)
Value$2.4M (+$30.7K)
Filed 2026-10-27
Goelzer Investment Management, Inc.
DECREASED
Shares14,917 from 15,420
Change-503 (-3%)
Value$2.4M (-$153.7K)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares14,870 from 49,443
Change-34,573 (-70%)
Value$2.4M (-$5.9M)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares14,862 from 14,894
Change-32 (0%)
Value$2.4M (-$74.5K)
Filed 2026-10-16
Pinnacle Associates LTD
INCREASED
Shares14,861 from 14,026
Change+835 (+6%)
Value$2.4M (+$70.8K)
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares14,549 from 10,686
Change+3,863 (+36%)
Value$2.4M (+$580.3K)
Filed 2026-10-29
Canada Post Corp Registered Pension Plan
INCREASED
Shares14,490 from 8,940
Change+5,550 (+62%)
Value$2.4M (+$862.1K)
Filed 2026-11-09
Wesbanco Bank Inc
DECREASED
Shares14,282 from 18,182
Change-3,900 (-21%)
Value$2.3M (-$720.6K)
Filed 2026-11-04
Sheets Smith Wealth Management
DECREASED
Shares14,215 from 14,292
Change-77 (-1%)
Value$2.3M (-$79.0K)
Filed 2026-10-16
Alerus Financial NA
INCREASED
Shares13,912 from 10,220
Change+3,692 (+36%)
Value$2.3M (+$554.6K)
Filed 2026-11-09
Marion Wealth Management
INCREASED
Shares13,709 from 12,921
Change+788 (+6%)
Value$2.2M (+$68.3K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
INCREASED
Shares13,606 from 13,244
Change+362 (+3%)
Value$2.2M (-$2.5K)
Filed 2026-10-26
Ritholtz Wealth Management
DECREASED
Shares13,600 from 13,674
Change-74 (-1%)
Value$2.2M (-$75.6K)
Filed 2026-11-05
Diversified Trust Co
DECREASED
Shares13,585 from 18,930
Change-5,345 (-28%)
Value$2.2M (-$959.9K)
Filed 2026-11-06
Canandaigua National Bank & Trust Co
INCREASED
Shares13,206 from 9,089
Change+4,117 (+45%)
Value$2.2M (+$629.1K)
Filed 2026-10-07
Blume Capital Management, Inc.
DECREASED
Shares13,168 from 13,779
Change-611 (-4%)
Value$2.1M (-$163.7K)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
DECREASED
Shares13,097 from 15,318
Change-2,221 (-14%)
Value$2.1M (-$433.4K)
Filed 2026-10-22
Guidance Capital, Inc
INCREASED
Shares12,628 from 11,973
Change+655 (+5%)
Value$2.0M (-$286.7K)
Filed 2026-11-03
Securian Asset Management, Inc
INCREASED
Shares12,538 from 12,366
Change+172 (+1%)
Value$2.0M (-$334.9K)
Filed 2026-11-06
Westover Capital Advisors, LLC
INCREASED
Shares12,363 from 11,239
Change+1,124 (+10%)
Value$2.0M (+$131.0K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares12,314 from 16,035
Change-3,721 (-23%)
Value$2.0M (-$681.5K)
Filed 2026-10-15
Bessemer Group Inc
DECREASED
Shares12,298 from 14,079
Change-1,781 (-13%)
Value$2.0K (-$2.3M)
Filed 2026-11-09
111 Capital
INCREASED
Shares12,285 from 10,249
Change+2,036 (+20%)
Value$2.0M (+$284.4K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
INCREASED
Shares12,176 from 10,273
Change+1,903 (+19%)
Value$2.0M (+$262.6K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares12,108 from 12,042
Change+66 (+1%)
Value$2.0M (-$45.3K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,996 from 12,960
Change-964 (-7%)
Value$2.0M (-$217.5K)
Filed 2026-10-20
Citizens National Bank Trust Department
INCREASED
Shares11,825 from 11,313
Change+512 (+5%)
Value$1.9M (+$30.9K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares11,736 from 11,558
Change+178 (+2%)
Value$1.9M (-$24.7K)
Filed 2026-11-02
Cetera Trust Company, N.a
INCREASED
Shares11,608 from 11,525
Change+83 (+1%)
Value$1.9M (-$40.1K)
Filed 2026-11-09
Quadrant Capital Group LLC
DECREASED
Shares11,561 from 13,105
Change-1,544 (-12%)
Value$1.8M (-$420.8K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED
Shares11,422 from 16,803
Change-5,381 (-32%)
Value$1.8M (-$1.1M)
Filed 2026-10-13
LBP AM SA
DECREASED
Shares11,384 from 57,882
Change-46,498 (-80%)
Value$1.9M (-$7.9M)
Filed 2026-11-06
Fideuram Asset Management (Ireland) dac
DECREASED
Shares11,317 from 13,464
Change-2,147 (-16%)
Value$2.0M (-$433.5K)
Filed 2026-10-29
Hoertkorn Richard Charles
DECREASED
Shares11,177 from 13,067
Change-1,890 (-14%)
Value$1.8M (-$369.0K)
Filed 2026-11-04
Perpetual Ltd
INCREASED
Shares11,168 from 4,651
Change+6,517 (+140%)
Value$1.8M (+$1.0M)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares11,142 from 11,051
Change+91 (+1%)
Value$1.8M (-$36.5K)
Filed 2026-10-23
Paralel Advisors LLC
INCREASED
Shares11,128 from 11,003
Change+125 (+1%)
Value$1.8M (-$30.8K)
Filed 2026-11-10
Cornerstone Planning, LLC
INCREASED
Shares11,123 from 11,046
Change+77 (+1%)
Value$1.9M (-$2.6K)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares11,109 from 12,000
Change-891 (-7%)
Value$1.8M (-$201.1K)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
INCREASED
Shares11,104 from 10,166
Change+938 (+9%)
Value$1.8M (+$105.8K)
Filed 2026-10-14
Garde Capital, Inc.
DECREASED
Shares11,052 from 11,255
Change-203 (-2%)
Value$1.8M (-$85.5K)
Filed 2026-10-29
Prudent Man Advisors, LLC
DECREASED
Shares11,033 from 11,224
Change-191 (-2%)
Value$1.8M (-$83.3K)
Filed 2026-11-03
CGN Advisors LLC
INCREASED
Shares10,983 from 10,909
Change+74 (+1%)
Value$1.8M (-$38.7K)
Filed 2026-10-21
S-Bank Fund Management Ltd
INCREASED
Shares10,927 from 10,785
Change+142 (+1%)
Value$1.8M (-$27.0K)
Filed 2026-11-06
Arrow Financial Corp
DECREASED
Shares10,829 from 11,871
Change-1,042 (-9%)
Value$1.8M (-$225.1K)
Filed 2026-10-26
American National Bank & Trust
INCREASED
Shares10,814 from 9,233
Change+1,581 (+17%)
Value$1.8M (+$215.0K)
Filed 2026-10-07
Stableford Capital II LLC
INCREASED
Shares10,724 from 10,467
Change+257 (+2%)
Value$1.7M (-$6.8K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares10,614 from 9,338
Change+1,276 (+14%)
Value$1.8M (+$214.1K)
Filed 2026-11-06
MBM Wealth Consultants, LLC
INCREASED
Shares10,408 from 9,149
Change+1,259 (+14%)
Value$1.7M (+$162.8K)
Filed 2026-10-20
Raiffeisen Bank International AG
INCREASED
Shares10,396 from 9,213
Change+1,183 (+13%)
Value$1.7M (+$91.6K)
Filed 2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares10,352 from 10,826
Change-474 (-4%)
Value$1.7M (-$127.6K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares10,295 from 8,346
Change+1,949 (+23%)
Value$1.7M (+$279.0K)
Filed 2026-10-27
Portfolio Design Labs, LLC
INCREASED
Shares10,197 from 9,948
Change+249 (+3%)
Value$1.7M (-$5.8K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares10,175 from 6,099
Change+4,076 (+67%)
Value$1.7M (+$636.4K)
Filed 2026-10-21
Redmond Asset Management, LLC
INCREASED
Shares9,964 from 9,931
Change+33 (+0%)
Value$1.6M (-$40.8K)
Filed 2026-10-27
WT Wealth Management
DECREASED
Shares9,900 from 10,642
Change-742 (-7%)
Value$1.6M (-$170.5K)
Filed 2026-10-13
Applied Finance Capital Management, LLC
INCREASED
Shares9,843 from 9,573
Change+270 (+3%)
Value$1.6M (-$483)
Filed 2026-11-03
Nwam LLC
DECREASED
Shares9,738 from 9,765
Change-27 (0%)
Value$1.6M (-$49.8K)
Filed 2026-11-09
Post Resch Tallon Group Inc.
UNCHANGED
Shares9,738 from 9,738
Change0 (0%)
Value$1.6M (-$45.3K)
Filed 2026-10-09
Cannon Advisors, Inc.
NEW
Shares9,579
Change+9,579
Value$1.5M
Filed 2026-10-14
Tema Etfs LLC
INCREASED
Shares9,488 from 9,314
Change+174 (+2%)
Value$1.5M (-$14.9K)
Filed 2026-10-16
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares9,391 from 12,924
Change-3,533 (-27%)
Value$1.5M (-$636.3K)
Filed 2026-10-20
Ballast, Inc.
INCREASED
Shares9,232 from 8,367
Change+865 (+10%)
Value$1.5M (+$102.2K)
Filed 2026-10-20
BayBridge Capital Group, LLC
NEW
Shares9,193
Change+9,193
Value$1.5M
Filed 2026-10-13
Gateway Investment Advisers LLC
DECREASED
Shares9,185 from 9,278
Change-93 (-1%)
Value$1.5M (-$58.2K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares9,112 from 9,263
Change-151 (-2%)
Value$1.5M (-$67.7K)
Filed 2026-10-14
Picton Mahoney Asset Management
NEW
Shares9,105
Change+9,105
Value$1.5M
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares9,056 from 9,827
Change-771 (-8%)
Value$1.5M (-$171.4K)
Filed 2026-11-09
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares8,986 from 7,910
Change+1,076 (+14%)
Value$1.5M (+$138.7K)
Filed 2026-10-14
Alliance Private Wealth, LLC
DECREASED
Shares8,910 from 10,095
Change-1,185 (-12%)
Value$1.5M (-$240.2K)
Filed 2026-10-20
Campbell Newman Asset Management Inc
DECREASED
Shares8,833 from 8,944
Change-111 (-1%)
Value$1.4M (-$59.7K)
Filed 2026-10-22
Independence Bank of Kentucky
INCREASED
Shares8,752 from 8,582
Change+170 (+2%)
Value$1.4M (-$12.2K)
Filed 2026-10-26
Family Capital Trust Co
DECREASED
Shares8,610 from 8,983
Change-373 (-4%)
Value$1.4M (-$102.6K)
Filed 2026-10-22
Maia Wealth LLC
INCREASED
Shares8,596 from 6,555
Change+2,041 (+31%)
Value$1.4M (+$302.3K)
Filed 2026-10-19
Arvest Investments, Inc.
INCREASED
Shares8,566 from 0
Change+8,566
Value$1.4M (+$1.4M)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,565 from 15,138
Change-6,573 (-43%)
Value$1.4M (-$1.1M)
Filed 2026-10-05
Asset Dedication, LLC
DECREASED
Shares8,556 from 9,184
Change-628 (-7%)
Value$1.4M (-$145.1K)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
INCREASED
Shares8,531 from 8,287
Change+244 (+3%)
Value$1.4M (+$1.3K)
Filed 2026-11-03
Tobam
DECREASED
Shares8,507 from 50,164
Change-41,657 (-83%)
Value$1.4K (-$8.4M)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED
Shares8,443 from 7,393
Change+1,050 (+14%)
Value$1.4M (+$136.7K)
Filed 2026-10-16
Emerald Investment Advisers, LLC
INCREASED
Shares8,388 from 7,643
Change+745 (+10%)
Value$1.4M (+$86.0K)
Filed 2026-11-09
Steinberg Asset Management LLC
DECREASED
Shares8,362 from 8,375
Change-13 (0%)
Value$1.4M (-$41.1K)
Filed 2026-10-29
Rudd Co d/b/a Styre Wealth
NEW
Shares8,284
Change+8,284
Value$1.3M
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares8,256 from 10,595
Change-2,339 (-22%)
Value$1.3M (-$430.8K)
Filed 2026-11-03
Bank Pictet & Cie (Europe) AG
INCREASED
Shares8,077 from 5,933
Change+2,144 (+36%)
Value$1.3M (+$322.1K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares7,959 from 9,093
Change-1,134 (-12%)
Value$1.3M (-$227.2K)
Filed 2026-10-29
Beacon Bank & Trust
DECREASED
Shares7,953 from 9,925
Change-1,972 (-20%)
Value$1.3M (-$367.7K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
INCREASED
Shares7,889 from 6,217
Change+1,672 (+27%)
Value$1.3M (+$243.6K)
Filed 2026-11-05
Traynor Capital Management, Inc.
DECREASED
Shares7,889 from 7,909
Change-20 (0%)
Value$1.3M (-$40.0K)
Filed 2026-10-29
Wright Investors Service Inc
NEW
Shares7,872
Change+7,872
Value$1.3M
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares7,773 from 8,015
Change-242 (-3%)
Value$1.3M (-$76.7K)
Filed 2026-11-06
Mindset Wealth Management, LLC
INCREASED
Shares7,721 from 7,338
Change+383 (+5%)
Value$1.3M (+$28.3K)
Filed 2026-10-19
Pine Valley Investments Ltd Liability Co
DECREASED
Shares7,657 from 7,772
Change-115 (-1%)
Value$1.2M (-$55.0K)
Filed 2026-11-09
Waycross Investment Management Co
DECREASED
Shares7,621 from 8,120
Change-499 (-6%)
Value$1.2M (-$119.2K)
Filed 2026-10-14
Wedmont Private Capital
DECREASED
Shares7,433 from 7,709
Change-276 (-4%)
Value$1.3M (-$172.9K)
Filed 2026-10-09
Verdence Capital Advisors LLC
INCREASED
Shares7,390 from 2,573
Change+4,817 (+187%)
Value$1.2M (+$773.6K)
Filed 2026-10-26
Bdf-Gestion
DECREASED
Shares7,330 from 17,037
Change-9,707 (-57%)
Value$1.2M (-$4.3M)
Filed 2026-10-19
Lebenthal Global Advisors, LLC
INCREASED
Shares7,310 from 6,876
Change+434 (+6%)
Value$1.2M (+$38.8K)
Filed 2026-10-28
Money Concepts Capital Corp
INCREASED
Shares7,259 from 6,727
Change+532 (+8%)
Value$1.2M (+$55.6K)
Filed 2026-11-06
Rinkey Investments
UNCHANGED
Shares7,228 from 7,228
Change0 (0%)
Value$1.2M (-$33.6K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares7,208 from 8,236
Change-1,028 (-12%)
Value$1.2M (-$205.9K)
Filed 2026-10-22
Great Lakes Advisors, LLC
DECREASED
Shares7,183 from 17,490
Change-10,307 (-59%)
Value$1.2M (-$1.8M)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,148 from 5,835
Change+1,313 (+23%)
Value$1.2M (+$187.0K)
Filed 2026-11-03
Paradigm Asset Management Co LLC
DECREASED
Shares7,100 from 7,900
Change-800 (-10%)
Value$1.2M (-$167.2K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
DECREASED
Shares7,036 from 7,067
Change-31 (0%)
Value$1.1M (-$37.9K)
Filed 2026-10-16
Live Oak Investment Partners
INCREASED
Shares7,011 from 6,887
Change+124 (+2%)
Value$1.1M (-$11.8K)
Filed 2026-10-23
SkyOak Wealth, LLC
UNCHANGED
Shares6,929 from 6,929
Change0 (0%)
Value$1.1M (-$32.2K)
Filed 2026-10-28
Demars Financial Group, LLC
NEW
Shares6,881
Change+6,881
Value$1.1M
Filed 2026-10-22
LexAurum Advisors, LLC
DECREASED
Shares6,852 from 7,170
Change-318 (-4%)
Value$1.1M (-$85.3K)
Filed 2026-10-19
Gratus Wealth Advisors, LLC
DECREASED
Shares6,819 from 7,014
Change-195 (-3%)
Value$1.1M (-$64.4K)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares6,807 from 7,949
Change-1,142 (-14%)
Value$1.1M (-$223.2K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares6,751 from 6,755
Change-4 (0%)
Value$1.1M (-$32.1K)
Filed 2026-10-16
Karras Company, Inc.
DECREASED
Shares6,629 from 7,285
Change-656 (-9%)
Value$1.1M (-$140.8K)
Filed 2026-10-16
Chesapeake Wealth Management
INCREASED
Shares6,619 from 6,611
Change+8 (+0%)
Value$1.1M (-$29.4K)
Filed 2026-11-09
Waycross Partners, LLC
NEW
Shares6,601
Change+6,601
Value$1.1M
Filed 2026-11-03
Synergy Asset Management, LLC
DECREASED
Shares6,599 from 7,308
Change-709 (-10%)
Value$1.1M (-$149.6K)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares6,583 from 8,810
Change-2,227 (-25%)
Value$1.1M (-$404.1K)
Filed 2026-10-28
Global Trust Wealth Management LLC
INCREASED
Shares6,580 from 6,556
Change+24 (+0%)
Value$1.1M (-$26.6K)
Filed 2026-10-14
EPG Wealth Management LLC
INCREASED
Shares6,559 from 5,715
Change+844 (+15%)
Value$1.1M (+$111.0K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares6,483 from 7,151
Change-668 (-9%)
Value$1.1M (-$142.2K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares6,475 from 5,861
Change+614 (+10%)
Value$1.1M (+$72.9K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares6,451 from 5,595
Change+856 (+15%)
Value$1.1M (+$113.5K)
Filed 2026-11-03
First Citizens Bank & Trust Co
INCREASED
Shares6,401 from 1,302
Change+5,099 (+392%)
Value$1.0M (+$825.5K)
Filed 2026-10-14
Prentiss Smith & Co Inc
UNCHANGED
Shares6,394 from 6,394
Change0 (0%)
Value$1.0M (-$29.7K)
Filed 2026-10-27
Oak Thistle LLC
NEW
Shares6,351
Change+6,351
Value$1.0M
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares6,339 from 7,413
Change-1,074 (-14%)
Value$1.0M (-$209.7K)
Filed 2026-10-15
Atlas Capital Advisors Inc.
DECREASED
Shares6,335 from 7,578
Change-1,243 (-16%)
Value$150.5K (-$1.1M)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares6,258 from 8,358
Change-2,100 (-25%)
Value$1.0M (-$381.4K)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED
Shares6,258 from 6,305
Change-47 (-1%)
Value$1.0M (-$37.1K)
Filed 2026-10-19
Waldron Private Wealth LLC
DECREASED
Shares6,257 from 6,401
Change-144 (-2%)
Value$1.0M (-$53.3K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
NEW
Shares6,169
Change+6,169
Value$1.0M
Filed 2026-10-29
Herold Advisors, Inc.
INCREASED
Shares6,137 from 4,592
Change+1,545 (+34%)
Value$1.0M (+$228.8K)
Filed 2026-10-19
BankPlus Trust Department
INCREASED
Shares6,086 from 5,764
Change+322 (+6%)
Value$992.5K (+$25.7K)
Filed 2026-11-06
Legacy Financial Strategies, LLC
INCREASED
Shares6,026 from 5,962
Change+64 (+1%)
Value$982.7K (-$17.3K)
Filed 2026-10-15
Jmac Enterprises LLC
INCREASED
Shares6,000 from 4,100
Change+1,900 (+46%)
Value$978.5K (+$290.8K)
Filed 2026-10-30
Cooper Financial Group
DECREASED
Shares5,991 from 6,025
Change-34 (-1%)
Value$977.0K (-$33.5K)
Filed 2026-10-07
Greykasell Wealth Strategies, Inc.
DECREASED
Shares5,971 from 6,172
Change-201 (-3%)
Value$973.8K (-$61.5K)
Filed 2026-11-09
West Family Investments, Inc.
INCREASED
Shares5,961 from 4,534
Change+1,427 (+31%)
Value$972.1K (+$211.6K)
Filed 2026-11-09
Canandaigua National Trust Co of Florida
NEW
Shares5,946
Change+5,946
Value$969.7K
Filed 2026-10-07
Alpha Family Trust
UNCHANGED
Shares5,935 from 5,935
Change0 (0%)
Value$995.5K ($0)
Filed 2026-11-04
Northern Financial Advisors Inc
DECREASED
Shares5,904 from 6,185
Change-281 (-5%)
Value$962.8K (-$74.6K)
Filed 2026-10-29
AMG National Trust Bank
DECREASED
Shares5,881 from 5,907
Change-26 (0%)
Value$959.1K (-$31.7K)
Filed 2026-11-05
ARS Investment Partners, LLC
UNCHANGED
Shares5,880 from 5,880
Change0 (0%)
Value$958.9K (-$27.3K)
Filed 2026-11-05
Summit Global Investments
INCREASED
Shares5,865 from 4,715
Change+1,150 (+24%)
Value$956 (-$790.0K)
Filed 2026-10-28
Community Bank & Trust, Waco, Texas
DECREASED
Shares5,840 from 5,847
Change-7 (0%)
Value$952 (-$980.0K)
Filed 2026-10-19
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares5,835 from 2,016
Change+3,819 (+189%)
Value$951.6K (+$613.4K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares5,805 from 5,793
Change+12 (+0%)
Value$947 (-$25)
Filed 2026-10-02
Petros Family Wealth, LLC
INCREASED
Shares5,781 from 5,268
Change+513 (+10%)
Value$942.7K (+$59.1K)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares5,746 from 5,724
Change+22 (+0%)
Value$937.1K (-$23.1K)
Filed 2026-11-06
One Way Holdings LLC
DECREASED
Shares5,714 from 5,724
Change-10 (0%)
Value$931.8K (-$28.2K)
Filed 2026-10-29
Weaver Capital Management LLC
DECREASED
Shares5,661 from 9,366
Change-3,705 (-40%)
Value$923.2K (-$1.0M)
Filed 2026-10-15
WealthTrust Asset Management, LLC
NEW
Shares5,635
Change+5,635
Value$919.0K
Filed 2026-10-22
Moody National Bank Trust Division
INCREASED
Shares5,553 from 3,721
Change+1,832 (+49%)
Value$905.6K (+$281.5K)
Filed 2026-10-06
Beacon Financial Advisory LLC
INCREASED
Shares5,435 from 5,376
Change+59 (+1%)
Value$886.3K (-$15.4K)
Filed 2026-10-16
Fisher Asset Management, LLC
INCREASED
Shares5,434 from 1,438
Change+3,996 (+278%)
Value$886.2K (+$644.9K)
Filed 2026-11-06
Avestar Capital, LLC
INCREASED
Shares5,338 from 4,219
Change+1,119 (+27%)
Value$870.5K (+$162.9K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares5,298 from 5,273
Change+25 (+0%)
Value$864.0K (-$20.4K)
Filed 2026-11-04
Trust Asset Management LLC
UNCHANGED
Shares5,289 from 5,289
Change0 (0%)
Value$862.5K (-$24.6K)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares5,214 from 6,359
Change-1,145 (-18%)
Value$850.3K (-$216.4K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED
Shares5,198 from 3,775
Change+1,423 (+38%)
Value$847.7K (+$214.4K)
Filed 2026-10-05
Larson Financial Group LLC
DECREASED
Shares5,183 from 24,790
Change-19,607 (-79%)
Value$845.2K (-$3.3M)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares5,156 from 4,827
Change+329 (+7%)
Value$840.8K (+$31.1K)
Filed 2026-11-05
Challenger Wealth Management
DECREASED
Shares5,155 from 5,314
Change-159 (-3%)
Value$840.7K (-$50.6K)
Filed 2026-10-30
Legacy Bridge, LLC
DECREASED
Shares5,129 from 5,189
Change-60 (-1%)
Value$836.4K (-$33.9K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,127 from 4,269
Change+858 (+20%)
Value$836.2K (+$120.2K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares5,126 from 4,766
Change+360 (+8%)
Value$835.9K (+$36.5K)
Filed 2026-10-16
Parcion Private Wealth LLC
DECREASED
Shares5,123 from 5,388
Change-265 (-5%)
Value$835.5K (-$68.3K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares5,099 from 5,027
Change+72 (+1%)
Value$831.6K (-$11.5K)
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares5,095 from 5,092
Change+3 (+0%)
Value$830.9K (-$23.2K)
Filed 2026-11-09
Soltis Investment Advisors LLC
INCREASED
Shares5,090 from 4,904
Change+186 (+4%)
Value$830.1K (+$7.5K)
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares5,054 from 77,661
Change-72,607 (-93%)
Value$824.1K (-$12.2M)
Filed 2026-10-28
Diversified Enterprises, LLC
DECREASED
Shares5,016 from 6,520
Change-1,504 (-23%)
Value$818.0K (-$275.6K)
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares5,009 from 5,394
Change-385 (-7%)
Value$816.9K (-$87.9K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares5,007 from 1,687
Change+3,320 (+197%)
Value$816.5K (+$533.6K)
Filed 2026-10-28
Pavion Blue Capital, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$815.4K (-$23.3K)
Filed 2026-11-05
Bank of Stockton
DECREASED
Shares4,975 from 5,052
Change-77 (-2%)
Value$811.3K (-$36.0K)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares4,936 from 4,452
Change+484 (+11%)
Value$758.5K (-$75.5K)
Filed 2026-10-20
Provident Investment Management, Inc.
NEW
Shares4,921
Change+4,921
Value$802.5K
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares4,872 from 24,550
Change-19,678 (-80%)
Value$794.5K (-$3.3M)
Filed 2026-11-03
Kenora Financial, LLC
DECREASED
Shares4,833 from 5,348
Change-515 (-10%)
Value$788.2K (-$108.9K)
Filed 2026-10-20
BCS Private Wealth Management, Inc.
INCREASED
Shares4,800 from 3,600
Change+1,200 (+33%)
Value$782.8K (+$179.0K)
Filed 2026-11-09
Fiduciary Financial Group, LLC
INCREASED
Shares4,792 from 3,293
Change+1,499 (+46%)
Value$781.5K (+$229.1K)
Filed 2026-10-13
WealthCare Asset Management, LLC
NEW
Shares4,788
Change+4,788
Value$780.8K
Filed 2026-10-26
Machina Capital S.A.S.
INCREASED
Shares4,745 from 2,614
Change+2,131 (+82%)
Value$773.8K (+$335.4K)
Filed 2026-11-05
R Squared Ltd
DECREASED
Shares4,736 from 6,088
Change-1,352 (-22%)
Value$772.3K (-$248.8K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
INCREASED
Shares4,730 from 4,443
Change+287 (+6%)
Value$771.4K (+$26.1K)
Filed 2026-10-22
Patten & Patten Inc
INCREASED
Shares4,725 from 4,561
Change+164 (+4%)
Value$770.6K (+$5.5K)
Filed 2026-10-26
Argentarii, LLC
DECREASED
Shares4,723 from 4,773
Change-50 (-1%)
Value$770.3K (-$82.1K)
Filed 2026-10-28
Orrstown Financial Services Inc
DECREASED
Shares4,718 from 4,830
Change-112 (-2%)
Value$769.4K (-$40.7K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares4,715 from 4,534
Change+181 (+4%)
Value$769.0K (+$8.5K)
Filed 2026-10-23
Cidel Asset Management Inc
INCREASED
Shares4,667 from 3,875
Change+792 (+20%)
Value$761.1K (+$111.1K)
Filed 2026-10-29
Legacy Wealth Asset Management, LLC
DECREASED
Shares4,652 from 4,844
Change-192 (-4%)
Value$758.6K (-$53.8K)
Filed 2026-10-09
Jeppson Wealth Management, LLC
INCREASED
Shares4,633 from 1,252
Change+3,381 (+270%)
Value$755.6K (+$545.6K)
Filed 2026-10-20
Carnegie Investment Counsel
DECREASED
Shares4,565 from 33,873
Change-29,308 (-87%)
Value$744.5K (-$4.9M)
Filed 2026-10-20
Cigna Investments Inc
DECREASED
Shares4,565 from 4,604
Change-39 (-1%)
Value$744 (-$771.3K)
Filed 2026-10-19
New Wave Wealth Advisors LLC
NEW
Shares4,553
Change+4,553
Value$699.9K
Filed 2026-10-19
Heck Capital Advisors, LLC
INCREASED
Shares4,553 from 4,338
Change+215 (+5%)
Value$742.5K (+$14.9K)
Filed 2026-10-14
Brucke Financial, Inc.
DECREASED
Shares4,503 from 5,515
Change-1,012 (-18%)
Value$734.3K (-$190.7K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares4,463 from 2,649
Change+1,814 (+68%)
Value$727.8K (+$283.5K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares4,435 from 6,674
Change-2,239 (-34%)
Value$723 (-$1.1M)
Filed 2026-10-22
PW Nova Financial Services LLC
DECREASED
Shares4,418 from 5,939
Change-1,521 (-26%)
Value$720.4K (-$275.6K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
DECREASED
Shares4,399 from 5,243
Change-844 (-16%)
Value$717.4K (-$162.0K)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares4,375 from 2,521
Change+1,854 (+74%)
Value$713.5K (+$290.6K)
Filed 2026-10-20
Auxano Advisors, LLC
DECREASED
Shares4,369 from 4,654
Change-285 (-6%)
Value$712.5K (-$68.1K)
Filed 2026-11-06
Elyxium Wealth, LLC
DECREASED
Shares4,305 from 4,311
Change-6 (0%)
Value$702.1K (-$21.0K)
Filed 2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,286 from 4,594
Change-308 (-7%)
Value$698.9K (-$71.6K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares4,277 from 5,826
Change-1,549 (-27%)
Value$697.5K (-$279.7K)
Filed 2026-10-27
Pathway Financial Advisers, LLC
INCREASED
Shares4,260 from 3,672
Change+588 (+16%)
Value$694.7K (+$78.8K)
Filed 2026-10-27
WD Rutherford LLC
DECREASED
Shares4,258 from 6,129
Change-1,871 (-31%)
Value$694.4K (-$333.6K)
Filed 2026-10-26
Norden Group LLC
DECREASED
Shares4,256 from 6,686
Change-2,430 (-36%)
Value$694.0K (-$427.6K)
Filed 2026-10-20
Strategy Asset Managers LLC
INCREASED
Shares4,243 from 4,109
Change+134 (+3%)
Value$691.9K (+$2.7K)
Filed 2026-10-14
Baker Avenue Asset Management, LP
DECREASED
Shares4,241 from 4,611
Change-370 (-8%)
Value$691.7K (-$81.8K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares4,198
Change+4,198
Value$684.7K
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares4,184 from 8,890
Change-4,706 (-53%)
Value$613.2K (-$901.8K)
Filed 2026-10-27
First National Trust Co
DECREASED
Shares4,174 from 5,089
Change-915 (-18%)
Value$680.7K (-$172.9K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares4,173 from 3,700
Change+473 (+13%)
Value$680.5K (+$60.0K)
Filed 2026-10-22
denkapparat Operations GmbH
DECREASED
Shares4,106 from 5,650
Change-1,544 (-27%)
Value$669.6K (-$278.1K)
Filed 2026-11-09
HMS Capital Management, LLC
DECREASED
Shares4,093 from 4,102
Change-9 (0%)
Value$667.4K (-$20.6K)
Filed 2026-10-20
Financial Solutions Advisory Group, Inc.
NEW
Shares4,084
Change+4,084
Value$649.8K
Filed 2026-10-28
Bingham Private Wealth, LLC
DECREASED
Shares4,060 from 4,149
Change-89 (-2%)
Value$662.0K (-$33.8K)
Filed 2026-11-05
Ellsworth Advisors, LLC
INCREASED
Shares4,016 from 1,727
Change+2,289 (+133%)
Value$654.9K (+$330.8K)
Filed 2026-10-15
Kintegral Advisory, LLC
INCREASED
Shares3,998 from 3,976
Change+22 (+1%)
Value$652.0K (-$14.9K)
Filed 2026-10-16
Meridian Financial Partners LLC
INCREASED
Shares3,982 from 3,671
Change+311 (+8%)
Value$625.3K (-$63.5K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares3,962 from 4,112
Change-150 (-4%)
Value$646.2K (-$43.6K)
Filed 2026-10-20
Natural Investments, LLC
INCREASED
Shares3,957 from 2,397
Change+1,560 (+65%)
Value$645.3K (+$243.3K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares3,943 from 4,664
Change-721 (-15%)
Value$643.0K (-$139.3K)
Filed 2026-10-13
Larry Mathis Financial Planning, LLC
DECREASED
Shares3,942 from 4,229
Change-287 (-7%)
Value$642.9K (-$66.5K)
Filed 2026-10-26
SteelPeak Wealth, LLC
DECREASED
Shares3,923 from 171,871
Change-167,948 (-98%)
Value$639.7K (-$28.2M)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares3,921 from 4,132
Change-211 (-5%)
Value$613.7K (-$79.6K)
Filed 2026-11-04
Personal CFO Solutions, LLC
DECREASED
Shares3,900 from 4,118
Change-218 (-5%)
Value$636.1K (-$54.7K)
Filed 2026-11-06
Crumly & Associates Inc.
INCREASED
Shares3,883 from 3,825
Change+58 (+2%)
Value$633.2K (-$8.3K)
Filed 2026-10-07
Independent Financial Group, LLC
INCREASED
Shares3,872 from 3,251
Change+621 (+19%)
Value$631.4K (+$86.2K)
Filed 2026-10-13
71 West Capital Partners
INCREASED
Shares3,857 from 3,709
Change+148 (+4%)
Value$629.0K (+$6.9K)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares3,847 from 4,960
Change-1,113 (-22%)
Value$627.4K (-$204.6K)
Filed 2026-11-06
Cookson Peirce & Co Inc
DECREASED
Shares3,820 from 10,051
Change-6,231 (-62%)
Value$623.0K (-$1.1M)
Filed 2026-10-30
Kornitzer Capital Management Inc
DECREASED
Shares3,767 from 4,563
Change-796 (-17%)
Value$614.3K (-$151.0K)
Filed 2026-11-03
Optas, LLC
DECREASED
Shares3,735 from 3,831
Change-96 (-3%)
Value$609.1K (-$33.5K)
Filed 2026-11-09
Spire Wealth Management
INCREASED
Shares3,717 from 681
Change+3,036 (+446%)
Value$606.2K (+$492.0K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares3,692 from 4,538
Change-846 (-19%)
Value$602.1K (-$159.1K)
Filed 2026-10-23
Aljian Capital Management, LLC
INCREASED
Shares3,615 from 3,604
Change+11 (+0%)
Value$589.5K (-$15.0K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares3,608 from 5,843
Change-2,235 (-38%)
Value$547.9K (-$432.1K)
Filed 2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares3,576 from 2,361
Change+1,215 (+51%)
Value$583.2K (+$187.2K)
Filed 2026-10-16
RAM Investment Partners, LLC
NEW
Shares3,575
Change+3,575
Value$583.0K
Filed 2026-10-21
Trust Co of Vermont
DECREASED
Shares3,554 from 19,443
Change-15,889 (-82%)
Value$579.6K (-$2.7M)
Filed 2026-10-21
Argent Trust Co
INCREASED
Shares3,544 from 3,499
Change+45 (+1%)
Value$578.0K (-$8.9K)
Filed 2026-11-09
TD Private Client Wealth LLC
DECREASED
Shares3,472 from 5,740
Change-2,268 (-40%)
Value$566.2K (-$396.6K)
Filed 2026-10-28
Richardson Financial Services Inc.
DECREASED
Shares3,447 from 4,869
Change-1,422 (-29%)
Value$562.1K (-$254.5K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares3,426
Change+3,426
Value$574.6K
Filed 2026-10-29
Joel Isaacson & Co., LLC
INCREASED
Shares3,412 from 3,079
Change+333 (+11%)
Value$556.5K (+$40.0K)
Filed 2026-11-05
Delta Investment Management, LLC
DECREASED
Shares3,401 from 3,403
Change-2 (0%)
Value$554.6K (-$16.3K)
Filed 2026-11-09
Premier Path Wealth Partners, LLC
INCREASED
Shares3,369 from 3,068
Change+301 (+10%)
Value$549.4K (+$34.8K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares3,363 from 1,900
Change+1,463 (+77%)
Value$548.4K (+$229.8K)
Filed 2026-11-02
Davis Capital Management
INCREASED
Shares3,350 from 1,852
Change+1,498 (+81%)
Value$546.3K (+$235.7K)
Filed 2026-10-08
Catalyst Financial Partners LLC
DECREASED
Shares3,323 from 3,470
Change-147 (-4%)
Value$541.9K (-$40.1K)
Filed 2026-11-06
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares3,310 from 3,310
Change0 (0%)
Value$539.8K (-$15.4K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,299 from 3,227
Change+72 (+2%)
Value$538.0K (-$3.2K)
Filed 2026-10-26
Nilsine Partners, LLC
DECREASED
Shares3,296 from 3,431
Change-135 (-4%)
Value$537.5K (-$38.0K)
Filed 2026-11-02
Trust Point Inc.
INCREASED
Shares3,288 from 2,928
Change+360 (+12%)
Value$536.2K (+$45.1K)
Filed 2026-10-27
Cypress Capital Group
UNCHANGED
Shares3,279 from 3,279
Change0 (0%)
Value$534.7K (-$15.2K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares3,264
Change+3,264
Value$532.3K
Filed 2026-10-21
Penobscot Investment Management Company, Inc.
DECREASED
Shares3,170 from 3,980
Change-810 (-20%)
Value$517.0K (-$150.6K)
Filed 2026-10-26
W.H. Cornerstone Investments Inc.
DECREASED
Shares3,151 from 3,164
Change-13 (0%)
Value$513.8K (-$16.9K)
Filed 2026-11-03
Legacy Capital Group California, Inc.
DECREASED
Shares3,138 from 3,192
Change-54 (-2%)
Value$511.7K (-$23.7K)
Filed 2026-11-09
South Shore Capital Advisors
INCREASED
Shares3,124 from 2,310
Change+814 (+35%)
Value$744.6K (+$357.2K)
Filed 2026-10-20
Ninety One UK Ltd
NEW
Shares3,121
Change+3,121
Value$509.0K
Filed 2026-10-15
WealthPLAN Partners, LLC
INCREASED
Shares3,117 from 2,397
Change+720 (+30%)
Value$508.3K (+$106.2K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
INCREASED
Shares3,105 from 2,841
Change+264 (+9%)
Value$506.4K (+$29.8K)
Filed 2026-11-04
KPP Advisory Services LLC
INCREASED
Shares3,096 from 2,936
Change+160 (+5%)
Value$504.9K (+$12.4K)
Filed 2026-10-26
MBL Wealth, LLC
INCREASED
Shares3,091 from 1,504
Change+1,587 (+106%)
Value$504.1K (+$251.8K)
Filed 2026-10-22
Centennial Bank
INCREASED
Shares3,088 from 3,056
Change+32 (+1%)
Value$503.6K (-$9.0K)
Filed 2026-11-09
Burney Co/
DECREASED
Shares3,062 from 3,118
Change-56 (-2%)
Value$499.4K (-$23.6K)
Filed 2026-10-15
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares3,054 from 2,985
Change+69 (+2%)
Value$498.0K (-$2.6K)
Filed 2026-11-02
Visionary Horizons, LLC
DECREASED
Shares3,051 from 3,100
Change-49 (-2%)
Value$497.6K (-$22.4K)
Filed 2026-10-22
Aries Wealth Management
DECREASED
Shares3,050 from 3,265
Change-215 (-7%)
Value$497.4K (-$50.2K)
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares3,003 from 2,819
Change+184 (+7%)
Value$495.0K (+$21.5K)
Filed 2026-10-14
Mattern Wealth Management LLC
DECREASED
Shares3,000 from 3,035
Change-35 (-1%)
Value$489.2K (-$19.8K)
Filed 2026-11-04
ZWJ Investment Counsel Inc
DECREASED
Shares2,994 from 3,014
Change-20 (-1%)
Value$488.3K (-$17.3K)
Filed 2026-10-15
Seelaus Asset Management LLC
DECREASED
Shares2,974 from 3,147
Change-173 (-5%)
Value$485.0K (-$42.8K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares2,955 from 2,990
Change-35 (-1%)
Value$482 (-$501.5K)
Filed 2026-11-02
Interchange Capital Partners, LLC
DECREASED
Shares2,948 from 3,076
Change-128 (-4%)
Value$482.3K (-$33.5K)
Filed 2026-10-28
R2 Capital Strategies, LLC
DECREASED
Shares2,945 from 2,997
Change-52 (-2%)
Value$480.2K (-$22.5K)
Filed 2026-10-15
LifePlan Financial, LLC
INCREASED
Shares2,943 from 2,716
Change+227 (+8%)
Value$504.2K (+$48.6K)
Filed 2026-10-13
Fulton Bank, N.A.
DECREASED
Shares2,941 from 4,343
Change-1,402 (-32%)
Value$479.6K (-$248.8K)
Filed 2026-10-14
Legacy Financial Advisors, Inc.
DECREASED
Shares2,913 from 3,453
Change-540 (-16%)
Value$475.0K (-$104.1K)
Filed 2026-11-09
PFG Private Wealth Management, LLC
INCREASED
Shares2,903 from 2,373
Change+530 (+22%)
Value$473.4K (+$75.4K)
Filed 2026-10-15
Fiduciary Family Office, LLC
DECREASED
Shares2,893 from 3,017
Change-124 (-4%)
Value$471.7K (-$34.4K)
Filed 2026-11-04
Montecito Bank & Trust
INCREASED
Shares2,826 from 2,811
Change+15 (+1%)
Value$460.9K (-$10.6K)
Filed 2026-10-01
HighPoint Advisor Group LLC
INCREASED
Shares2,798 from 1,425
Change+1,373 (+96%)
Value$456.3K (+$217.3K)
Filed 2026-11-09
Total Wealth Planning & Management, Inc.
DECREASED
Shares2,731 from 7,051
Change-4,320 (-61%)
Value$445.4K (-$737.3K)
Filed 2026-10-23
PDS Planning, Inc
DECREASED
Shares2,720 from 2,729
Change-9 (0%)
Value$443.5K (-$14.2K)
Filed 2026-11-03
Legacy Private Trust Co.
INCREASED
Shares2,710 from 2,625
Change+85 (+3%)
Value$441.9K (+$1.7K)
Filed 2026-10-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,709 from 2,792
Change-83 (-3%)
Value$441.8K (-$26.5K)
Filed 2026-10-27
Calamos Wealth Management LLC
INCREASED
Shares2,702 from 2,598
Change+104 (+4%)
Value$440.6K (+$4.9K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares2,699 from 2,300
Change+399 (+17%)
Value$440.2K (+$54.4K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
DECREASED
Shares2,685 from 3,570
Change-885 (-25%)
Value$437.9K (-$161.0K)
Filed 2026-10-27
Cape ANN Savings Bank
DECREASED
Shares2,634 from 2,919
Change-285 (-10%)
Value$429.6K (-$60.1K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
INCREASED
Shares2,629 from 1,711
Change+918 (+54%)
Value$428.7K (+$141.7K)
Filed 2026-10-21
Aaron Wealth Advisors LLC
DECREASED
Shares2,609 from 3,259
Change-650 (-20%)
Value$425.5K (-$121.2K)
Filed 2026-10-13
Schear Investment Advisers, LLC
DECREASED
Shares2,606 from 4,239
Change-1,633 (-39%)
Value$425.1K (-$285.9K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,606 from 2,526
Change+80 (+3%)
Value$425.1K (+$1.4K)
Filed 2026-10-14
Kuhn & Co Investment Counsel
INCREASED
Shares2,606 from 2,598
Change+8 (+0%)
Value$425.0K (-$10.8K)
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares2,598 from 2,473
Change+125 (+5%)
Value$423.7K (+$8.9K)
Filed 2026-11-06
Mechanics Financial Corp
INCREASED
Shares2,580 from 2,541
Change+39 (+2%)
Value$420.7K (-$5.5K)
Filed 2026-11-05
V-Square Quantitative Management LLC
INCREASED
Shares2,571 from 2,027
Change+544 (+27%)
Value$419.3K (+$79.3K)
Filed 2026-10-15
Fire Capital Management LLC
INCREASED
Shares2,568 from 2,061
Change+507 (+25%)
Value$418.8K (+$73.1K)
Filed 2026-10-27
Moneco Advisors, LLC
DECREASED
Shares2,541 from 2,679
Change-138 (-5%)
Value$414.4K (-$35.0K)
Filed 2026-11-05
Athena Wealth Management, LLC
DECREASED
Shares2,515 from 2,642
Change-127 (-5%)
Value$410.2K (-$32.9K)
Filed 2026-10-09
Angeles Wealth Management, LLC
DECREASED
Shares2,510 from 3,804
Change-1,294 (-34%)
Value$409.3K (-$228.7K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$409.3K (-$11.7K)
Filed 2026-10-06
Bullock Wealth Management Group
INCREASED
Shares2,508 from 2,473
Change+35 (+1%)
Value$405.6K (-$22.5K)
Filed 2026-10-09
WBH Advisory Inc
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$408.7K (-$11.7K)
Filed 2026-11-05
Quent Capital, LLC
DECREASED
Shares2,504 from 2,789
Change-285 (-10%)
Value$404.8K (-$63.0K)
Filed 2026-11-09
Valeo Financial Advisors, LLC
DECREASED
Shares2,490 from 2,709
Change-219 (-8%)
Value$406.1K (-$48.8K)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,472 from 1,797
Change+675 (+38%)
Value$403.1K (+$101.8K)
Filed 2026-10-08
Madrona Financial Services, LLC
NEW
Shares2,441
Change+2,441
Value$398.1K
Filed 2026-10-23
Roman Butler Fullerton & Co
DECREASED
Shares2,426 from 2,524
Change-98 (-4%)
Value$378.8K (-$96.8K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED
Shares2,399 from 2,711
Change-312 (-12%)
Value$391.2K (-$63.5K)
Filed 2026-10-05
SYM Financial Corp
DECREASED
Shares2,392 from 2,499
Change-107 (-4%)
Value$390.1K (-$29.1K)
Filed 2026-10-26
Revisor Wealth Management LLC
INCREASED
Shares2,379 from 2,305
Change+74 (+3%)
Value$381.7K (-$4.9K)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares2,365 from 2,371
Change-6 (0%)
Value$385.7K (-$12.0K)
Filed 2026-10-09
CWA Asset Management Group, LLC
DECREASED
Shares2,325 from 3,459
Change-1,134 (-33%)
Value$379.2K (-$201.0K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares2,305 from 1,966
Change+339 (+17%)
Value$375.9K (+$46.1K)
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares2,297
Change+2,297
Value$374.6K
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares2,285 from 2,102
Change+183 (+9%)
Value$372.7K (+$20.1K)
Filed 2026-10-21
BankPlus Wealth Management LLC
DECREASED
Shares2,262 from 2,333
Change-71 (-3%)
Value$368.8K (-$22.6K)
Filed 2026-10-13
Eastern Bank
UNCHANGED
Shares2,259 from 2,259
Change0 (0%)
Value$368.4K (-$10.5K)
Filed 2026-10-05
Freestate Advisors LLC
DECREASED
Shares2,258 from 2,283
Change-25 (-1%)
Value$368.2K (-$14.8K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,257 from 2,339
Change-82 (-4%)
Value$368.1K (-$24.2K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares2,230 from 2,173
Change+57 (+3%)
Value$363.7K (-$808)
Filed 2026-10-27
Resonant Capital Advisors, LLC
INCREASED
Shares2,207 from 1,902
Change+305 (+16%)
Value$359.9K (+$40.9K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED
Shares2,195 from 1,786
Change+409 (+23%)
Value$358.0K (+$58.4K)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares2,193 from 2,524
Change-331 (-13%)
Value$357.6K (-$65.7K)
Filed 2026-10-22
Conning Inc.
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$354.7K (-$10.1K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
INCREASED
Shares2,168 from 1,735
Change+433 (+25%)
Value$353.6K (+$62.5K)
Filed 2026-10-05
Horizon Advisory Services, Inc.
INCREASED
Shares2,159 from 1,942
Change+217 (+11%)
Value$352.1K (+$26.4K)
Filed 2026-10-29
Narwhal Capital Management
DECREASED
Shares2,156 from 5,189
Change-3,033 (-58%)
Value$351.6K (-$518.8K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares2,136 from 2,122
Change+14 (+1%)
Value$348.3K (-$7.6K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
INCREASED
Shares2,127 from 2,115
Change+12 (+1%)
Value$346.9K (-$7.9K)
Filed 2026-10-09
RMR Wealth Builders
INCREASED
Shares2,091 from 2,076
Change+15 (+1%)
Value$341.0K (-$7.3K)
Filed 2026-10-22
Certuity, LLC
DECREASED
Shares2,090 from 2,429
Change-339 (-14%)
Value$340.8K (-$66.6K)
Filed 2026-11-02
Childress Capital Advisors, LLC
DECREASED
Shares2,078 from 2,340
Change-262 (-11%)
Value$338.9K (-$53.6K)
Filed 2026-10-28
Platform Technology Partners
INCREASED
Shares2,067 from 1,592
Change+475 (+30%)
Value$337.1K (+$70.1K)
Filed 2026-11-02
St. Louis Financial Planners Asset Management, LLC
NEW
Shares2,066
Change+2,066
Value$372.9K
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares2,060
Change+2,060
Value$331
Filed 2026-11-03
IFG Advisory, LLC
INCREASED
Shares2,053 from 1,840
Change+213 (+12%)
Value$334.8K (+$26.3K)
Filed 2026-11-09
Phoenix Financial Ltd.
INCREASED
Shares2,050 from 1,500
Change+550 (+37%)
Value$335.4K (+$84.5K)
Filed 2026-11-09
Darwin Wealth Management, LLC
INCREASED
Shares2,024 from 1,650
Change+374 (+23%)
Value$330.1K (+$53.3K)
Filed 2026-11-09
Pinion Investment Advisors, LLC
DECREASED
Shares2,014 from 3,540
Change-1,526 (-43%)
Value$328.4K (-$265.3K)
Filed 2026-11-04
King Luther Capital Management Corp
DECREASED
Shares2,011 from 2,122
Change-111 (-5%)
Value$328.0K (-$28.0K)
Filed 2026-11-05
SGL Investment Advisors, Inc.
DECREASED
Shares2,006 from 2,053
Change-47 (-2%)
Value$325.0K (-$40.9K)
Filed 2026-11-09
Foguth Wealth Management, Llc.
INCREASED
Shares1,998 from 1,986
Change+12 (+1%)
Value$317.8K (-$70.7K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares1,987 from 2,017
Change-30 (-1%)
Value$324.0K (-$14.3K)
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$321.9K (-$9.2K)
Filed 2026-11-02
Broadway Wealth Solutions, Inc.
INCREASED
Shares1,956 from 1,801
Change+155 (+9%)
Value$319.1K (+$17.1K)
Filed 2026-10-21
Midwest Trust Co
INCREASED
Shares1,954 from 1,721
Change+233 (+14%)
Value$318.7K (+$30.0K)
Filed 2026-10-22
XXI Wealth, LLC
NEW
Shares1,952
Change+1,952
Value$318.3K
Filed 2026-10-22
Nemes Rush Group LLC
DECREASED
Shares1,949 from 11,402
Change-9,453 (-83%)
Value$317.9K (-$1.6M)
Filed 2026-11-04
Curated Wealth Partners LLC
NEW
Shares1,939
Change+1,939
Value$316.2K
Filed 2026-10-15
Eagle Wealth Advisors LLC
INCREASED
Shares1,928 from 1,883
Change+45 (+2%)
Value$314.4K (-$1.4K)
Filed 2026-10-20
Carrera Capital Advisors
DECREASED
Shares1,902 from 21,586
Change-19,684 (-91%)
Value$310.1K (-$3.3M)
Filed 2026-11-03
Tran Capital Management, L.P.
DECREASED
Shares1,898 from 2,248
Change-350 (-16%)
Value$309.5K (-$67.5K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares1,896 from 1,335
Change+561 (+42%)
Value$306.6K (+$82.6K)
Filed 2026-10-20
Toth Financial Advisory Corp
INCREASED
Shares1,885 from 1,879
Change+6 (+0%)
Value$307.4K (-$7.8K)
Filed 2026-10-08
Klingman & Associates, LLC
INCREASED
Shares1,879 from 1,421
Change+458 (+32%)
Value$306.4K (+$68.1K)
Filed 2026-10-20
Colonial River Investments, LLC
DECREASED
Shares1,857 from 1,936
Change-79 (-4%)
Value$302.8K (-$21.9K)
Filed 2026-10-19
Pacific Sage Partners, LLC
INCREASED
Shares1,849 from 1,702
Change+147 (+9%)
Value$301.5K (+$16.1K)
Filed 2026-10-21
Everhart Financial Group, Inc.
INCREASED
Shares1,840 from 1,567
Change+273 (+17%)
Value$300.1K (+$37.2K)
Filed 2026-10-08
Cromwell Holdings LLC
DECREASED
Shares1,840 from 1,870
Change-30 (-2%)
Value$300.1K (-$13.6K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
NEW
Shares1,826
Change+1,826
Value$297.8K
Filed 2026-10-15
SouthState Bank Corp
DECREASED
Shares1,819 from 4,225
Change-2,406 (-57%)
Value$296.6K (-$412.0K)
Filed 2026-11-09
Hamilton Capital, LLC
DECREASED
Shares1,803 from 2,272
Change-469 (-21%)
Value$294.0K (-$87.1K)
Filed 2026-10-08
Arlington Trust Co LLC
INCREASED
Shares1,794 from 72
Change+1,722 (+2392%)
Value$292.6K (+$280.5K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
DECREASED
Shares1,793 from 1,854
Change-61 (-3%)
Value$264.1K (-$46.9K)
Filed 2026-11-02
Strive Financial Group,LLC
INCREASED
Shares1,791 from 1,416
Change+375 (+26%)
Value$292.1K (+$54.5K)
Filed 2026-11-09
Sunbeam Capital Management, LLC
DECREASED
Shares1,791 from 1,885
Change-94 (-5%)
Value$292.2K (-$24.1K)
Filed 2026-11-05
Advisor OS, LLC
DECREASED
Shares1,787 from 3,028
Change-1,241 (-41%)
Value$291.5K (-$216.4K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares1,784 from 1,604
Change+180 (+11%)
Value$290.9K (+$21.9K)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares1,769 from 1,870
Change-101 (-5%)
Value$288.5K (-$25.2K)
Filed 2026-10-16
SmartHarvest Portfolios, LLC
DECREASED
Shares1,746 from 2,488
Change-742 (-30%)
Value$284.7K (-$132.6K)
Filed 2026-10-26
Tempus Wealth Planning, LLC
INCREASED
Shares1,739 from 1,280
Change+459 (+36%)
Value$283.6K (+$68.9K)
Filed 2026-10-14
QTR Family Wealth, LLC
INCREASED
Shares1,717 from 1,649
Change+68 (+4%)
Value$279.9K (+$3.4K)
Filed 2026-11-02
Alpha Zero LLC
DECREASED
Shares1,712 from 1,817
Change-105 (-6%)
Value$279.2K (-$71.2K)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares1,709 from 1,383
Change+326 (+24%)
Value$278.7K (+$46.7K)
Filed 2026-10-26
Werba Rubin Papier Wealth Management
INCREASED
Shares1,705 from 1,518
Change+187 (+12%)
Value$278.0K (+$23.4K)
Filed 2026-11-06
Quantum Financial Advisors, LLC
INCREASED
Shares1,703 from 1,626
Change+77 (+5%)
Value$277.8K (+$5.0K)
Filed 2026-11-03
Convergence Investment Partners, LLC
NEW
Shares1,690
Change+1,690
Value$275.7K
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED
Shares1,682 from 1,853
Change-171 (-9%)
Value$274.3K (-$36.5K)
Filed 2026-11-05
Appleton Partners Inc
DECREASED
Shares1,676 from 1,846
Change-170 (-9%)
Value$273 (-$309.7K)
Filed 2026-10-30
Aspiriant, LLC
DECREASED
Shares1,676 from 1,762
Change-86 (-5%)
Value$273.3K (-$22.2K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares1,667 from 1,243
Change+424 (+34%)
Value$271.9K (+$63.4K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED
Shares1,664 from 2,314
Change-650 (-28%)
Value$271.4K (-$116.8K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares1,663 from 1,746
Change-83 (-5%)
Value$271.1K (-$21.7K)
Filed 2026-10-29
Victory Financial Group, LLC
DECREASED
Shares1,660 from 1,735
Change-75 (-4%)
Value$270.7K (-$20.3K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED
Shares1,646 from 1,726
Change-80 (-5%)
Value$268.5K (-$21.0K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
DECREASED
Shares1,639 from 1,648
Change-9 (-1%)
Value$267.3K (-$9.0K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
UNCHANGED
Shares1,632 from 1,632
Change0 (0%)
Value$266.1K (-$7.6K)
Filed 2026-11-06
Mcdonald Partners LLC
INCREASED
Shares1,630 from 1,555
Change+75 (+5%)
Value$265.8K (+$5.0K)
Filed 2026-11-03
MBA Advisors LLC
DECREASED
Shares1,600 from 1,659
Change-59 (-4%)
Value$260.9K (-$17.3K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares1,597 from 1,516
Change+81 (+5%)
Value$260.4K (+$6.2K)
Filed 2026-10-02
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,596 from 1,856
Change-260 (-14%)
Value$260.2K (-$51.1K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares1,595 from 2,127
Change-532 (-25%)
Value$260.1K (-$96.6K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,574 from 1,844
Change-270 (-15%)
Value$255 (-$68.0K)
Filed 2026-11-04
Gryphon Financial Partners LLC
DECREASED
Shares1,556 from 1,923
Change-367 (-19%)
Value$253.7K (-$68.8K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,532 from 1,747
Change-215 (-12%)
Value$249.8K (-$43.2K)
Filed 2026-10-23
NBT Bank, N.A.
DECREASED
Shares1,525 from 1,554
Change-29 (-2%)
Value$248.7K (-$12.0K)
Filed 2026-10-21
Income Insurance Ltd
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$248.7K (-$7.1K)
Filed 2026-10-21
Anchyra Partners LLC
INCREASED
Shares1,523 from 1,514
Change+9 (+1%)
Value$248.4K (-$5.6K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares1,520 from 1,518
Change+2 (+0%)
Value$247.9K (-$6.7K)
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares1,517 from 1,425
Change+92 (+6%)
Value$247.4K (+$8.4K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares1,515 from 2,203
Change-688 (-31%)
Value$247.1K (-$122.4K)
Filed 2026-10-21
Swiss RE LTD
INCREASED
Shares1,509 from 918
Change+591 (+64%)
Value$246.1K (+$92.1K)
Filed 2026-11-06
Facet Wealth, Inc.
NEW
Shares1,499
Change+1,499
Value$244.5K
Filed 2026-11-04
Capital Investment Advisory Services, LLC
NEW
Shares1,494
Change+1,494
Value$243.8K
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares1,485 from 1,855
Change-370 (-20%)
Value$242.2K (-$86.3K)
Filed 2026-10-26
Lmcg Investments, LLC
DECREASED
Shares1,468 from 27,176
Change-25,708 (-95%)
Value$239.4K (-$4.3M)
Filed 2026-10-21
Accel Wealth Management
INCREASED
Shares1,464 from 1,459
Change+5 (+0%)
Value$238.7K (-$6.0K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
INCREASED
Shares1,458 from 1,321
Change+137 (+10%)
Value$237.8K (+$16.2K)
Filed 2026-10-30
Woodward Diversified Capital, LLC
INCREASED
Shares1,457 from 1,413
Change+44 (+3%)
Value$237.7K (+$716)
Filed 2026-10-21
Delta Financial Advisors LLC
INCREASED
Shares1,455 from 1,454
Change+1 (+0%)
Value$237.2K (-$6.7K)
Filed 2026-10-27
Legacy Advisors, LLC
DECREASED
Shares1,452 from 1,730
Change-278 (-16%)
Value$236.8K (-$53.4K)
Filed 2026-10-19
Wallace Hart LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$235.5K (-$6.7K)
Filed 2026-11-09
Symphony Financial, Ltd. Co.
NEW
Shares1,443
Change+1,443
Value$235.6K
Filed 2026-10-22
Rose Capital Advisors LLC
NEW
Shares1,442
Change+1,442
Value$235.3K
Filed 2026-11-04
AGH Wealth Advisors, LLC
DECREASED
Shares1,440 from 1,630
Change-190 (-12%)
Value$234.8K (-$38.6K)
Filed 2026-10-26
Chiron Capital Management, LLC
UNCHANGED
Shares1,429 from 1,429
Change0 (0%)
Value$233.0K (-$6.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
INCREASED
Shares1,428 from 1,038
Change+390 (+38%)
Value$230.9K (+$51.3K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
NEW
Shares1,426
Change+1,426
Value$232.5K
Filed 2026-10-23
Tritonpoint Wealth, LLC
DECREASED
Shares1,400 from 1,804
Change-404 (-22%)
Value$228.4K (-$74.3K)
Filed 2026-10-19
Wendell David Associates Inc
DECREASED
Shares1,395 from 1,478
Change-83 (-6%)
Value$227 (-$247.8K)
Filed 2026-10-27
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares1,387 from 1,452
Change-65 (-4%)
Value$226.3K (-$17.2K)
Filed 2026-10-22
Brady Martz Wealth Solutions, LLC
NEW
Shares1,382
Change+1,382
Value$225.4K
Filed 2026-11-05
Tannin Capital LLC
NEW
Shares1,368
Change+1,368
Value$223.1K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares1,365 from 19
Change+1,346 (+7084%)
Value$222.6K (+$219.4K)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares1,358 from 1,722
Change-364 (-21%)
Value$221.5K (-$67.3K)
Filed 2026-10-22
Cottage Street Advisors LLC
INCREASED
Shares1,357 from 1,201
Change+156 (+13%)
Value$221.3K (+$19.9K)
Filed 2026-10-19
MW Advisory, LLC
NEW
Shares1,345
Change+1,345
Value$219.3K
Filed 2026-10-19
Root Financial Partners, LLC
DECREASED
Shares1,345 from 2,073
Change-728 (-35%)
Value$219.3K (-$128.4K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares1,344 from 1,668
Change-324 (-19%)
Value$219.2K (-$60.5K)
Filed 2026-10-13
Summit Securities Group LLC
NEW
Shares1,340
Change+1,340
Value$218.5K
Filed 2026-11-05
Piedmont Capital Management, LLC
DECREASED
Shares1,333 from 1,419
Change-86 (-6%)
Value$217.4K (-$20.6K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares1,327 from 1,229
Change+98 (+8%)
Value$216.5K (-$41.8K)
Filed 2026-10-13
Claro Advisors Inc.
NEW
Shares1,326
Change+1,326
Value$216.3K
Filed 2026-11-02
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$215.8K (-$6.2K)
Filed 2026-11-02
Old Port Advisors
NEW
Shares1,294
Change+1,294
Value$211.0K
Filed 2026-10-23
Centennial Wealth Advisory LLC
INCREASED
Shares1,284 from 1,270
Change+14 (+1%)
Value$209.4K (-$3.6K)
Filed 2026-10-16
Mainsail Financial Group, LLC
DECREASED
Shares1,272 from 3,512
Change-2,240 (-64%)
Value$207.4K (-$381.6K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares1,267 from 1,335
Change-68 (-5%)
Value$206.7K (-$25.5K)
Filed 2026-10-13
Skyline Advisors, Inc.
DECREASED
Shares1,263 from 1,873
Change-610 (-33%)
Value$206.0K (-$108.2K)
Filed 2026-11-03
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,259 from 1,227
Change+32 (+3%)
Value$205.3K (-$488)
Filed 2026-10-13
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares1,258 from 1,297
Change-39 (-3%)
Value$205.2K (-$12.4K)
Filed 2026-10-26
Essential Partners LLC
DECREASED
Shares1,257 from 2,110
Change-853 (-40%)
Value$205.0K (-$148.9K)
Filed 2026-10-14
Shelton Wealth Management, LLC
DECREASED
Shares1,234 from 8,673
Change-7,439 (-86%)
Value$201.2K (-$1.3M)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
DECREASED
Shares1,233 from 1,238
Change-5 (0%)
Value$201.1K (-$6.6K)
Filed 2026-10-20
Oakworth Capital, Inc.
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$195.5K (-$7.9K)
Filed 2026-10-26
Deseret Mutual Benefit Administrators
INCREASED
Shares1,183 from 1,042
Change+141 (+14%)
Value$192.9K (+$18.1K)
Filed 2026-11-04
State of Wyoming
INCREASED
Shares1,178 from 742
Change+436 (+59%)
Value$192.1K (+$67.7K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
INCREASED
Shares1,170 from 960
Change+210 (+22%)
Value$190.8K (+$29.8K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW
Shares1,154
Change+1,154
Value$188.3K
Filed 2026-10-16
Trust Co
INCREASED
Shares1,122 from 1,088
Change+34 (+3%)
Value$183.0K (+$486)
Filed 2026-10-09
Intesa Sanpaolo Wealth Management
INCREASED
Shares1,121 from 537
Change+584 (+109%)
Value$182.8K (+$92.7K)
Filed 2026-10-28
Zions Bancorporation, National Association
DECREASED
Shares1,120 from 1,271
Change-151 (-12%)
Value$182.7K (-$30.5K)
Filed 2026-11-06
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$175.8K (-$5.0K)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares1,041 from 1,072
Change-31 (-3%)
Value$169.8K (-$10.0K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$167.2K (-$4.8K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED
Shares1,024 from 949
Change+75 (+8%)
Value$167.0K (+$7.8K)
Filed 2026-10-16
NBH Bank
INCREASED
Shares1,023 from 946
Change+77 (+8%)
Value$166.8K (+$8.2K)
Filed 2026-11-05
MV Capital Management, Inc.
INCREASED
Shares1,018 from 561
Change+457 (+81%)
Value$166.0K (+$71.9K)
Filed 2026-10-29
Compass Wealth Management LLC
DECREASED
Shares1,017 from 2,282
Change-1,265 (-55%)
Value$165.9K (-$216.9K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares1,015 from 1,093
Change-78 (-7%)
Value$165.5K (-$17.8K)
Filed 2026-10-30
Evermay Wealth Management LLC
DECREASED
Shares968 from 1,108
Change-140 (-13%)
Value$157.9K (-$28.0K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares967 from 1,284
Change-317 (-25%)
Value$157.7K (-$57.7K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
DECREASED
Shares937 from 1,223
Change-286 (-23%)
Value$152.8K (-$52.3K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares936 from 997
Change-61 (-6%)
Value$152.7K (-$14.6K)
Filed 2026-10-08
True Wealth Design, LLC
DECREASED
Shares935 from 1,038
Change-103 (-10%)
Value$152.5K (-$21.6K)
Filed 2026-10-13
Dogwood Wealth Management LLC
DECREASED
Shares914 from 930
Change-16 (-2%)
Value$149.1K (-$6.9K)
Filed 2026-11-09
Golden State Wealth Management, LLC
INCREASED
Shares907 from 845
Change+62 (+7%)
Value$148.0K (+$6.2K)
Filed 2026-11-02
Manchester Capital Management LLC
INCREASED
Shares880 from 865
Change+15 (+2%)
Value$143.5K (-$1.6K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares838
Change+838
Value$136.6K
Filed 2026-10-09
SJS Investment Consulting Inc.
INCREASED
Shares828 from 415
Change+413 (+100%)
Value$135.0K (+$65.4K)
Filed 2026-10-26
Grove Bank & Trust
INCREASED
Shares784 from 746
Change+38 (+5%)
Value$127.9K (+$2.7K)
Filed 2026-10-08
10Elms LLP
INCREASED
Shares741 from 641
Change+100 (+16%)
Value$120.8K (+$13.3K)
Filed 2026-11-06
GoalVest Advisory LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$119.7K (-$3.4K)
Filed 2026-10-02
Rossby Financial, LCC
DECREASED
Shares719 from 768
Change-49 (-6%)
Value$117.3K (-$11.6K)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares717
Change+717
Value$116.9K
Filed 2026-11-06
Bell Investment Advisors, Inc
INCREASED
Shares703 from 361
Change+342 (+95%)
Value$114.6K (+$54.1K)
Filed 2026-10-29
WPG Advisers, LLC
DECREASED
Shares690 from 706
Change-16 (-2%)
Value$112.5K (-$5.9K)
Filed 2026-10-27
Atwood & Palmer Inc
INCREASED
Shares630 from 330
Change+300 (+91%)
Value$102.7K (+$47.4K)
Filed 2026-10-08
Groesbeck Investment Management Corp
DECREASED
Shares600 from 662
Change-62 (-9%)
Value$98 (-$13)
Filed 2026-10-26
Clearstead Trust, LLC
INCREASED
Shares594 from 522
Change+72 (+14%)
Value$96.9K (+$9.3K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares585 from 117
Change+468 (+400%)
Value$95.4K (+$75.8K)
Filed 2026-10-14
Nfsg Corp
DECREASED
Shares585 from 588
Change-3 (-1%)
Value$95.4K (-$3.2K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$95.0K (-$2.7K)
Filed 2026-11-04
IFS Advisors, LLC
INCREASED
Shares559 from 26
Change+533 (+2050%)
Value$91.2K (+$86.9K)
Filed 2026-10-14
Activest Wealth Management
DECREASED
Shares538 from 631
Change-93 (-15%)
Value$87.8K (-$17.9K)
Filed 2026-10-15
Oslo Pensjonsforsikring AS
DECREASED
Shares537 from 904
Change-367 (-41%)
Value$87.6K (-$64.1K)
Filed 2026-10-15
Reap Financial Group, LLC
INCREASED
Shares533 from 455
Change+78 (+17%)
Value$86.9K (+$10.5K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
DECREASED
Shares523 from 1,738
Change-1,215 (-70%)
Value$85.3K (-$206.2K)
Filed 2026-11-03
Sava Infond d.o.o.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$84.0K (-$2.4K)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
DECREASED
Shares504 from 751
Change-247 (-33%)
Value$82.2K (-$43.8K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$71.9K (-$4.3K)
Filed 2026-11-04
Westside Investment Management, Inc.
DECREASED
Shares480 from 493
Change-13 (-3%)
Value$78.5K (-$4.2K)
Filed 2026-11-02
AXS Investments LLC
INCREASED
Shares464 from 370
Change+94 (+25%)
Value$75.7K (+$13.6K)
Filed 2026-11-04
Rational Advisors, Inc.
INCREASED
Shares458 from 402
Change+56 (+14%)
Value$74.7K (+$7.3K)
Filed 2026-11-02
RMG Wealth Management LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$71.8K (-$8.8K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares452 from 440
Change+12 (+3%)
Value$73.8K (-$66)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares443 from 396
Change+47 (+12%)
Value$72.3K (+$5.8K)
Filed 2026-10-26
Winch Advisory Services, LLC
INCREASED
Shares436 from 434
Change+2 (+0%)
Value$71.1K (-$1.7K)
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares423 from 589
Change-166 (-28%)
Value$69.0K (-$32.9K)
Filed 2026-10-29
Smithfield Trust Co
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$70 ($0)
Filed 2026-11-09
Community Bank, N.A.
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$68.5K (-$2.0K)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$68.2K (-$1.9K)
Filed 2026-10-16
TFC Financial Management, Inc.
DECREASED
Shares408 from 1,052
Change-644 (-61%)
Value$66.5K (-$109.9K)
Filed 2026-10-26
Quintet Private Bank (Europe) S.A.
INCREASED
Shares400 from 200
Change+200 (+100%)
Value$65.2K (+$31.7K)
Filed 2026-10-08
Key FInancial Inc
INCREASED
Shares389 from 378
Change+11 (+3%)
Value$63.4K (+$36)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares386
Change+386
Value$62.9K
Filed 2026-10-27
CNB Bank
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$62.5K (-$1.8K)
Filed 2026-11-09
City State Bank
INCREASED
Shares382 from 314
Change+68 (+22%)
Value$62.3K (+$9.6K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares378
Change+378
Value$61.6K
Filed 2026-10-27
Hughes Financial Services, LLC
DECREASED
Shares375 from 548
Change-173 (-32%)
Value$55.2K (-$36.7K)
Filed 2026-10-30
West Branch Capital LLC
DECREASED
Shares374 from 501
Change-127 (-25%)
Value$61.0K (-$23.1K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares341 from 300
Change+41 (+14%)
Value$56 (-$49.9K)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares341 from 353
Change-12 (-3%)
Value$55.6K (-$3.6K)
Filed 2026-10-28
Catalyst Capital Advisors LLC
INCREASED
Shares337 from 321
Change+16 (+5%)
Value$55.0K (+$1.1K)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares327 from 248
Change+79 (+32%)
Value$53 (-$41.9K)
Filed 2026-10-30
Center for Financial Planning, Inc.
INCREASED
Shares326 from 249
Change+77 (+31%)
Value$53.2K (+$11.4K)
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares319 from 248
Change+71 (+29%)
Value$50.0K (+$8.4K)
Filed 2026-10-16
RHL Group, LLC
INCREASED
Shares311 from 99
Change+212 (+214%)
Value$50.6K (+$34.0K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares309 from 56
Change+253 (+452%)
Value$50.4K (+$41.0K)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares305 from 303
Change+2 (+1%)
Value$49.7K (-$1.1K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
INCREASED
Shares305 from 303
Change+2 (+1%)
Value$49.7K (-$1.1K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares301 from 5,456
Change-5,155 (-94%)
Value$49.1K (-$866.0K)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
DECREASED
Shares301 from 383
Change-82 (-21%)
Value$49.1K (-$15.1K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
DECREASED
Shares299 from 349
Change-50 (-14%)
Value$48.7K (-$9.8K)
Filed 2026-10-28
Global Trust Asset Management, LLC
DECREASED
Shares283 from 324
Change-41 (-13%)
Value$46.1K (-$8.2K)
Filed 2026-10-19
Raleigh Capital Management Inc.
DECREASED
Shares282 from 295
Change-13 (-4%)
Value$46.0K (-$3.4K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares281
Change+281
Value$45.8K
Filed 2026-10-13
Capital Advisors, Ltd. LLC
DECREASED
Shares280 from 294
Change-14 (-5%)
Value$46 (-$3)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
DECREASED
Shares273 from 280
Change-7 (-2%)
Value$44.5K (-$2.4K)
Filed 2026-11-02
Fortitude Family Office, LLC
INCREASED
Shares269 from 211
Change+58 (+27%)
Value$43.9K (+$8.5K)
Filed 2026-10-14
Creative Capital Management Investments LLC
DECREASED
Shares268 from 271
Change-3 (-1%)
Value$43.7K (-$1.8K)
Filed 2026-10-28
Byrne Asset Management LLC
INCREASED
Shares263 from 246
Change+17 (+7%)
Value$42.5K (+$1.3K)
Filed 2026-10-06
Nvwm, LLC
INCREASED
Shares258 from 32
Change+226 (+706%)
Value$42.1K (+$36.7K)
Filed 2026-10-14
PMV Capital Advisers, LLC
DECREASED
Shares258 from 259
Change-1 (0%)
Value$42.1K (-$1.4K)
Filed 2026-11-09
Armstrong Advisory Group, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$40.8K (-$1.2K)
Filed 2026-10-09
Financial Management Professionals, Inc.
DECREASED
Shares241 from 307
Change-66 (-21%)
Value$39.3K (-$12.2K)
Filed 2026-10-23
Alpine Bank Wealth Management
INCREASED
Shares240 from 214
Change+26 (+12%)
Value$39.1K (+$3.2K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares237 from 228
Change+9 (+4%)
Value$38.7K (+$408)
Filed 2026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$38.7K (-$3.1K)
Filed 2026-10-01
Buck Wealth Strategies, LLC
DECREASED
Shares230 from 237
Change-7 (-3%)
Value$37.5K (-$2.2K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares223 from 222
Change+1 (+0%)
Value$36.4K (-$866)
Filed 2026-10-30
Valued Wealth Advisors LLC
INCREASED
Shares219 from 211
Change+8 (+4%)
Value$35.7K (+$282)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares212 from 174
Change+38 (+22%)
Value$34.6K (+$5.4K)
Filed 2026-10-15
Vision Financial Markets LLC
INCREASED
Shares209 from 208
Change+1 (+0%)
Value$33.7K (-$2.2K)
Filed 2026-10-22
Jnba Financial Advisors
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$33.4K (-$953)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares204 from 203
Change+1 (+0%)
Value$33.3K (-$755)
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$32.6K (-$930)
Filed 2026-10-22
DT Investment Partners, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$30.8K (-$878)
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares188 from 187
Change+1 (+1%)
Value$30.6K (-$842)
Filed 2026-10-19
Vestor Capital, LLC
DECREASED
Shares187 from 25,788
Change-25,601 (-99%)
Value$172 (-$10.7K)
Filed 2026-11-04
Towne Trust Company, N.a
NEW
Shares186
Change+186
Value$30.3K
Filed 2026-10-28
N.E.W. Advisory Services LLC
DECREASED
Shares181 from 252
Change-71 (-28%)
Value$29.5K (-$12.9K)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
INCREASED
Shares178 from 139
Change+39 (+28%)
Value$29.0K (+$5.6K)
Filed 2026-10-20
Albion Financial Group
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$28.9K (-$823)
Filed 2026-10-21
StrongBox Wealth, LLC
INCREASED
Shares163 from 141
Change+22 (+16%)
Value$26.6K (+$2.9K)
Filed 2026-11-02
North Star Investment Management Corp.
INCREASED
Shares159 from 142
Change+17 (+12%)
Value$25.9K (+$2.1K)
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares151 from 156
Change-5 (-3%)
Value$24.6K (-$1.5K)
Filed 2026-10-19
Paladin Partners, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$24.6K (-$702)
Filed 2026-10-06
Washington Trust Advisors, Inc.
INCREASED
Shares150 from 90
Change+60 (+67%)
Value$24.4K (+$9.2K)
Filed 2026-10-22
Burkett Financial Services, LLC
NEW
Shares149
Change+149
Value$24.3K
Filed 2026-10-01
MB, Levis & Associates, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$24.3K (-$693)
Filed 2026-10-16
Highland Investment Advisors LLC
DECREASED
Shares146 from 177
Change-31 (-18%)
Value$23.9K (-$5.9K)
Filed 2026-11-09
Barnes Dennig Private Wealth Management LLC
NEW
Shares145
Change+145
Value$23.6K
Filed 2026-10-30
Matrix Trust Co
INCREASED
Shares145 from 115
Change+30 (+26%)
Value$24 (+$5)
Filed 2026-10-07
Rakuten Securities, Inc.
INCREASED
Shares141 from 46
Change+95 (+207%)
Value$23.0K (+$15.3K)
Filed 2026-11-02
Hoey Investments, Inc
NEW
Shares140
Change+140
Value$22.8K
Filed 2026-10-29
Bfsg, LLC
INCREASED
Shares140 from 100
Change+40 (+40%)
Value$22.8K (+$6.1K)
Filed 2026-10-30
Avion Wealth
DECREASED
Shares133 from 140
Change-7 (-5%)
Value$21 (-$2)
Filed 2026-11-04
James T. Borello RIA
DECREASED
Shares131 from 245
Change-114 (-47%)
Value$21.4K (-$19.7K)
Filed 2026-10-16
Wolff Wiese Magana LLC
DECREASED
Shares131 from 136
Change-5 (-4%)
Value$21.4K (-$1.4K)
Filed 2026-10-15
Caldwell Sutter Capital, Inc.
DECREASED
Shares129 from 154
Change-25 (-16%)
Value$21.1K (-$4.7K)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
INCREASED
Shares127 from 31
Change+96 (+310%)
Value$20.7K (+$15.5K)
Filed 2026-11-04
Madden Securities Corp
NEW
Shares125
Change+125
Value$20.4K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED
Shares124 from 109
Change+15 (+14%)
Value$20.1K (+$1.9K)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$19.6K (-$558)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares115 from 96
Change+19 (+20%)
Value$18.8K (+$2.7K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares114 from 101
Change+13 (+13%)
Value$18.7K (+$1.7K)
Filed 2026-10-29
Guardian Partners Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$18.3K (-$521)
Filed 2026-10-21
Tidemark, LLC
INCREASED
Shares111 from 108
Change+3 (+3%)
Value$18.1K (-$13)
Filed 2026-11-09
Bank & Trust Co
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$18.1K (-$516)
Filed 2026-10-07
Archer Investment Corp
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$17.2K (-$406)
Filed 2026-11-05
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares105 from 2,631
Change-2,526 (-96%)
Value$17.1K (-$424.2K)
Filed 2026-11-09
First Financial Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$17.1K (-$489)
Filed 2026-10-13
Highline Wealth Partners LLC
INCREASED
Shares104 from 101
Change+3 (+3%)
Value$16.9K (+$39)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares102
Change+102
Value$16.6K
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares102
Change+102
Value$16.6K
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.3K (-$465)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.3K (-$465)
Filed 2026-11-03
West Paces Advisors Inc.
DECREASED
Shares97 from 101
Change-4 (-4%)
Value$15.8K (-$1.1K)
Filed 2026-10-13
Proathlete Wealth Management LLC
NEW
Shares96
Change+96
Value$15.7K
Filed 2026-10-15
Financial Consulate, Inc
DECREASED
Shares93 from 124
Change-31 (-25%)
Value$15.2K (-$5.6K)
Filed 2026-10-23
Axxion S.A.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$14.8K (-$423)
Filed 2026-10-22
Cdkv Holdings LLC
INCREASED
Shares90 from 89
Change+1 (+1%)
Value$14.7K (-$332)
Filed 2026-10-28
Adirondack Trust Co
DECREASED
Shares85 from 153
Change-68 (-44%)
Value$13.9K (-$11.8K)
Filed 2026-10-14
Valley National Advisers Inc
INCREASED
Shares81 from 40
Change+41 (+103%)
Value$13.2K (+$6.5K)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$12.9K (-$358)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares77 from 215
Change-138 (-64%)
Value$12.6K (-$23.5K)
Filed 2026-10-26
Financial Perspectives, Inc
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$12.6K (-$360)
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$12.4K (-$302)
Filed 2026-11-04
Montag A & Associates Inc
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$12.2K (-$349)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares73
Change+73
Value$11.9K
Filed 2026-10-29
Elevation Wealth Partners, LLC
DECREASED
Shares72 from 120
Change-48 (-40%)
Value$11.7K (-$8.4K)
Filed 2026-10-07
Kentucky Trust Co
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.9K (-$312)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$10.4K (-$298)
Filed 2026-10-30
Bangor Savings Bank
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$10.4K (-$298)
Filed 2026-10-06
Aspect Partners, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$10.4K (-$297)
Filed 2026-10-20
First United Bank & Trust
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$10.1K (-$288)
Filed 2026-10-22
Cape Investment Advisory, Inc.
DECREASED
Shares60 from 99
Change-39 (-39%)
Value$9.7K (-$6.8K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.8K (-$279)
Filed 2026-11-03
Godfrey Financial Associates, Inc.
INCREASED
Shares59 from 57
Change+2 (+4%)
Value$9.6K (+$61)
Filed 2026-11-10
Joseph Group Capital Management
DECREASED
Shares57 from 92
Change-35 (-38%)
Value$9.3K (-$6.1K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
INCREASED
Shares57 from 56
Change+1 (+2%)
Value$9.3K (-$97)
Filed 2026-10-20
Marquette Asset Management, LLC
NEW
Shares56
Change+56
Value$9.1K
Filed 2026-10-09
Ashurst Perkins Coie Trust Co
INCREASED
Shares54 from 49
Change+5 (+10%)
Value$8.8K (+$587)
Filed 2026-10-15
Advocate Investing Services LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$8.5K (-$242)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$8.3K (-$2.0K)
Filed 2026-11-03
KFG LLC
NEW
Shares48
Change+48
Value$7.8K
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares48
Change+48
Value$7.8K
Filed 2026-11-02
City Holding Co
DECREASED
Shares46 from 165
Change-119 (-72%)
Value$7.5K (-$20.2K)
Filed 2026-10-19
PayPay Securities Corp
DECREASED
Shares46 from 64
Change-18 (-28%)
Value$7.5K (-$3.2K)
Filed 2026-10-27
First Bancorp, Inc
NEW
Shares45
Change+45
Value$7.3K
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$7.3K (-$209)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$7.3K (-$209)
Filed 2026-10-16
Torren Management, LLC
INCREASED
Shares44 from 43
Change+1 (+2%)
Value$7.1K (-$189)
Filed 2026-10-29
Quaker Wealth Management, LLC
DECREASED
Shares41 from 43
Change-2 (-5%)
Value$6.6K (-$681)
Filed 2026-10-22
Burk Holdings LLC
DECREASED
Shares40 from 55
Change-15 (-27%)
Value$6.5K (-$2.7K)
Filed 2026-11-05
CKW Financial Group
NEW
Shares37
Change+37
Value$6
Filed 2026-10-29
Tounjian Advisory Partners, LLC
INCREASED
Shares36 from 15
Change+21 (+140%)
Value$5.8K (+$3.2K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares35
Change+35
Value$5.7K
Filed 2026-10-27
J.Safra Asset Management Corp
DECREASED
Shares32 from 477
Change-445 (-93%)
Value$5.2K (-$74.8K)
Filed 2026-11-03
Paladin Advisory Group, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$5.1K (-$145)
Filed 2026-11-09
UMB Private Wealth Management, LLC
NEW
Shares29
Change+29
Value$4.7K
Filed 2026-10-19
Bayban
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$4.7K ($0)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.2K (-$120)
Filed 2026-10-20
Clark Wealth Partners
NEW
Shares25
Change+25
Value$4.1K
Filed 2026-10-19
Downshift Financial, LLC
INCREASED
Shares25 from 21
Change+4 (+19%)
Value$4.1K (+$555)
Filed 2026-10-13
Fairway Wealth LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.1K (-$116)
Filed 2026-10-30
1620 Investment Advisors, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.1K (-$116)
Filed 2026-11-04
Strengthening Families & Communities, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$4.0K (-$95)
Filed 2026-10-21
Planning Strategies Inc.
DECREASED
Shares23 from 32
Change-9 (-28%)
Value$3.8K (-$1.6K)
Filed 2026-10-02
Beacon Financial Strategies Corp
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.8K (-$107)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.6K (-$103)
Filed 2026-10-28
Bare Financial Services, Inc
DECREASED
Shares21 from 76
Change-55 (-72%)
Value$3.4K (-$9.3K)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.4K (-$97)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
DECREASED
Shares20 from 43
Change-23 (-53%)
Value$3.3K (-$4.0K)
Filed 2026-10-15
Retirement Wealth Solutions LLC
NEW
Shares16
Change+16
Value$2.6K
Filed 2026-10-07
Wealth Analytics Partners, LLC
NEW
Shares15
Change+15
Value$2.4K
Filed 2026-10-19
Reyes Financial Architecture, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.4K (-$70)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares13
Change+13
Value$2.1K
Filed 2026-10-27
Kimelman & Baird, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (-$60)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (-$60)
Filed 2026-10-21
Security National Bank
INCREASED
Shares12 from 9
Change+3 (+33%)
Value$2.0K (+$447)
Filed 2026-10-26
Maseco LLP
NEW
Shares11
Change+11
Value$1.8K
Filed 2026-10-27
American Capital Advisory, LLC
DECREASED
Shares11 from 31
Change-20 (-65%)
Value$1.8K (-$3.4K)
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares10
Change+10
Value$1.6K
Filed 2026-10-27
Addison Advisors LLC
INCREASED
Shares8 from 0
Change+8
Value$1.2K (+$1.2K)
Filed 2026-11-06
DecisionPoint Financial, LLC
INCREASED
Shares8 from 5
Change+3 (+60%)
Value$1.3K (+$428)
Filed 2026-10-27
Lummis Asset Management, LP
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.3K (-$37)
Filed 2026-11-09
Phillip James Consulting Co.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.3K (-$37)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
NEW
Shares7
Change+7
Value$1.1K
Filed 2026-11-02
Foresight Capital Management Advisors, Inc.
NEW
Shares7
Change+7
Value$1.1K
Filed 2026-10-27
Meramec Financial Planners, LLC
DECREASED
Shares7 from 403
Change-396 (-98%)
Value$1.1K (-$70.3K)
Filed 2026-11-09
Signature Resources Capital Management, LLC
DECREASED
Shares7 from 16
Change-9 (-56%)
Value$1.1K (-$1.5K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$984 (-$28)
Filed 2026-10-23
Roble, Belko & Company, Inc
NEW
Shares5
Change+5
Value$1
Filed 2026-11-09
Breakwater Investment Management
DECREASED
Shares5 from 17
Change-12 (-71%)
Value$816 (-$2.0K)
Filed 2026-10-20
Mascoma Wealth Management LLC
INCREASED
Shares5 from 1
Change+4 (+400%)
Value$815 (+$647)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$815 (-$24)
Filed 2026-10-27
Point Nemo Capital, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$815 (-$24)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$654 (+$150)
Filed 2026-10-14
Gen-Wealth Partners Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$652 (-$19)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares3 from 132
Change-129 (-98%)
Value$0 (-$22.0K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$490 (-$14)
Filed 2026-10-09
Pacific Center for Financial Services
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$490 (-$14)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$490 (-$14)
Filed 2026-10-23
3 Factor Indexing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$490 (-$14)
Filed 2026-10-15
Decker Retirement Planning Inc.
NEW
Shares2
Change+2
Value$326
Filed 2026-10-19
Fairscale Capital, LLC
NEW
Shares2
Change+2
Value$313
Filed 2026-11-04
Horizon Financial Services, LLC
DECREASED
Shares2 from 44
Change-42 (-95%)
Value$326 (-$7.1K)
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$327 (-$9)
Filed 2026-10-15
Redwood Park Advisors LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$327 (-$9)
Filed 2026-11-02
Centerpoint Advisors, LLC
NEW
Shares1
Change+1
Value$0
Filed 2026-11-05
Markowski Investments
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$172 (-$4)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$11
Filed 2026-11-02
Baker Chad R
CLOSED
Shares0 from 72,945
Change-72,945 (-100%)
Value$0 (-$12.2M)
Filed 2026-10-22
Simplex Trading, LLC
CLOSED
Shares0 from 64,753
Change-64,753 (-100%)
Value$0 (-$10.9M)
Filed 2026-11-04
Avaii Wealth Management, LLC
CLOSED
Shares0 from 36,787
Change-36,787 (-100%)
Value$0 (-$6.2M)
Filed 2026-10-09
AIA Group Ltd
CLOSED
Shares0 from 30,731
Change-30,731 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 27,283
Change-27,283 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-05
Greenwood Capital Associates LLC
CLOSED
Shares0 from 27,228
Change-27,228 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 23,273
Change-23,273 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-13
Leonteq Securities AG
CLOSED
Shares0 from 20,530
Change-20,530 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-29
Global Wealth Management Investment Advisory, Inc.
CLOSED
Shares0 from 17,674
Change-17,674 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-04
Eleva Capital SAS
CLOSED
Shares0 from 14,347
Change-14,347 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-06
Garton & Associates Financial Advisors LLC
CLOSED
Shares0 from 11,972
Change-11,972 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-30
Bellwether Advisors, LLC
CLOSED
Shares0 from 8,824
Change-8,824 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-09
River Wealth Advisors LLC
CLOSED
Shares0 from 7,564
Change-7,564 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Imc-Chicago, LLC
CLOSED
Shares0 from 5,381
Change-5,381 (-100%)
Value$0 (-$902.6K)
Filed 2026-11-05
Arbor Capital Management Inc
CLOSED
Shares0 from 5,064
Change-5,064 (-100%)
Value$0 (-$891.1K)
Filed 2026-10-21
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 4,469
Change-4,469 (-100%)
Value$0 (-$749.6K)
Filed 2026-11-02
Atala Financial Inc
CLOSED
Shares0 from 4,166
Change-4,166 (-100%)
Value$0 (-$698.8K)
Filed 2026-10-22
Lecap Asset Management LTD
CLOSED
Shares0 from 4,044
Change-4,044 (-100%)
Value$0 (-$678.3K)
Filed 2026-10-27
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 3,651
Change-3,651 (-100%)
Value$0 (-$612.3K)
Filed 2026-11-06
Laurion Capital Management LP
CLOSED
Shares0 from 3,576
Change-3,576 (-100%)
Value$0 (-$599.8K)
Filed 2026-10-30
Western Wealth Management, LLC
CLOSED
Shares0 from 3,473
Change-3,473 (-100%)
Value$0 (-$582.5K)
Filed 2026-11-09
Able Financial Group, LLC
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$536.8K)
Filed 2026-10-14
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 3,136
Change-3,136 (-100%)
Value$0 (-$526.1K)
Filed 2026-11-05
Freestone Capital Holdings, LLC
CLOSED
Shares0 from 2,906
Change-2,906 (-100%)
Value$0 (-$487.5K)
Filed 2026-11-09
Golden Reserve Retirement LLC
CLOSED
Shares0 from 2,823
Change-2,823 (-100%)
Value$0 (-$473.5K)
Filed 2026-11-02
Capstone Wealth Management, LLC
CLOSED
Shares0 from 2,783
Change-2,783 (-100%)
Value$0 (-$466.8K)
Filed 2026-11-02
Leuthold Group, LLC
CLOSED
Shares0 from 2,761
Change-2,761 (-100%)
Value$0 (-$463.1K)
Filed 2026-11-04
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 2,693
Change-2,693 (-100%)
Value$0 (-$451.7K)
Filed 2026-10-16
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 2,532
Change-2,532 (-100%)
Value$0 (-$424.7K)
Filed 2026-10-13
True North Advisors, LLC
CLOSED
Shares0 from 2,459
Change-2,459 (-100%)
Value$0 (-$412.4K)
Filed 2026-10-22
Capital CS Group, LLC
CLOSED
Shares0 from 2,338
Change-2,338 (-100%)
Value$0 (-$392.2K)
Filed 2026-10-29
Riversedge Advisors, LLC
CLOSED
Shares0 from 2,260
Change-2,260 (-100%)
Value$0 (-$379.1K)
Filed 2026-10-09
Tranquility Partners, LLC
CLOSED
Shares0 from 2,203
Change-2,203 (-100%)
Value$0 (-$369.5K)
Filed 2026-10-20
Abel Hall, LLC
CLOSED
Shares0 from 2,082
Change-2,082 (-100%)
Value$0 (-$349.2K)
Filed 2026-10-19
Analyst IMS Investment Management Services Ltd.
CLOSED
Shares0 from 2,002
Change-2,002 (-100%)
Value$0 (-$336.0K)
Filed 2026-11-05
Stenger Family Office, LLC
CLOSED
Shares0 from 1,976
Change-1,976 (-100%)
Value$0 (-$331.4K)
Filed 2026-10-22
Cardinal Capital Management, Inc.
CLOSED
Shares0 from 1,937
Change-1,937 (-100%)
Value$0 (-$324.9K)
Filed 2026-10-16
TritonPoint Partners, LLC
CLOSED
Shares0 from 1,909
Change-1,909 (-100%)
Value$0 (-$320.3K)
Filed 2026-11-05
Schnieders Capital Management, Llc.
CLOSED
Shares0 from 1,891
Change-1,891 (-100%)
Value$0 (-$317.2K)
Filed 2026-11-09
Balefire, LLC
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$301.9K)
Filed 2026-10-09
LifeGoal Investments, LLC
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$293.5K)
Filed 2026-10-09
Convergence Financial, LLC
CLOSED
Shares0 from 1,603
Change-1,603 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-27
Willow Creek Capital Management, Inc.
CLOSED
Shares0 from 1,567
Change-1,567 (-100%)
Value$0 (-$262.8K)
Filed 2026-11-10
Venture Visionary Partners LLC
CLOSED
Shares0 from 1,436
Change-1,436 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-07
Bryn Mawr Trust Advisors, LLC
CLOSED
Shares0 from 1,408
Change-1,408 (-100%)
Value$0 (-$236.2K)
Filed 2026-11-04
Balentine LLC
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$235.8K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 1,399
Change-1,399 (-100%)
Value$0 (-$234.7K)
Filed 2026-10-27
Sawgrass Asset Management LLC
CLOSED
Shares0 from 1,389
Change-1,389 (-100%)
Value$0 (-$233.0K)
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 1,351
Change-1,351 (-100%)
Value$0 (-$226.6K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 1,346
Change-1,346 (-100%)
Value$0 (-$225.8K)
Filed 2026-11-04
Inscription Capital, LLC
CLOSED
Shares0 from 1,336
Change-1,336 (-100%)
Value$0 (-$224.1K)
Filed 2026-11-02
Mainsail Asset Management, LLC
CLOSED
Shares0 from 1,297
Change-1,297 (-100%)
Value$0 (-$249.6K)
Filed 2026-10-14
Payden & Rygel
CLOSED
Shares0 from 1,270
Change-1,270 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-28
Bath Savings Trust Co
CLOSED
Shares0 from 1,255
Change-1,255 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-07
Outfitters Financial LLC
CLOSED
Shares0 from 1,240
Change-1,240 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-23
SVB Wealth LLC
CLOSED
Shares0 from 1,239
Change-1,239 (-100%)
Value$0 (-$207.9K)
Filed 2026-11-06
Worth Financial Advisory Group, LLC
CLOSED
Shares0 from 1,237
Change-1,237 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-19
Sterling Investment Counsel, LLC
CLOSED
Shares0 from 1,226
Change-1,226 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-19
Summit Asset Management, LLC
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 1,215
Change-1,215 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-06
Park Place Capital Corp
CLOSED
Shares0 from 1,095
Change-1,095 (-100%)
Value$0 (-$183.7K)
Filed 2026-11-09
MCF Advisors LLC
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$110.3K)
Filed 2026-10-28
Daytona Street Capital LLC
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$66.3K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$36.4K)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$343.2K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-23
Heritage Wealth Advisors
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$17.4K)
Filed 2026-11-09
Kelleher Financial Advisors
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-30
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$9.9K)
Filed 2026-11-03
Y.D. More Investments Ltd
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$8.7K)
Filed 2026-11-02
IMG Wealth Management, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-27
LifeSteps Financial, Inc.
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-15
Community Financial Services Group, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-13
Peterson Wealth Services
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-26
Bank of New Hampshire
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-06
United Financial Planning Group LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-04
Godsey & Gibb, Inc
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-14
Whipplewood Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
Kozak & Associates, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
Noble Wealth Management PBC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-01
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-21
Robinswood Financial LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$877)
Filed 2026-10-20
Bayforest Capital Ltd
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$839)
Filed 2026-11-03
Evolution Advisers, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-06
Navigoe, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-14
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.3M (-$812.1K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 39,499,642
Change-39,499,642 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 31,883,463
Change-31,883,463 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 29,359,860
Change-29,359,860 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 25,481,834
Change-25,481,834 (-100%)
Value—
State Street Corp
N/A
Shares— from 25,021,478
Change-25,021,478 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,522,141
Change-14,522,141 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,827,658
Change-11,827,658 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 10,365,776
Change-10,365,776 (-100%)
Value—
Softbank Group Corp.
N/A
Shares— from 10,000,000
Change-10,000,000 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 8,621,588
Change-8,621,588 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,153,559
Change-8,153,559 (-100%)
Value—
Norges Bank
N/A
Shares— from 7,909,295
Change-7,909,295 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,710,667
Change-6,710,667 (-100%)
Value—
Dodge & COX
N/A
Shares— from 6,335,783
Change-6,335,783 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 5,713,699
Change-5,713,699 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,524,993
Change-4,524,993 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,473,373
Change-4,473,373 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,443,802
Change-4,443,802 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,409,968
Change-4,409,968 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,076,380
Change-4,076,380 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,975,828
Change-3,975,828 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,801,271
Change-3,801,271 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,729,371
Change-3,729,371 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,621,694
Change-3,621,694 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,479,851
Change-3,479,851 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 3,317,538
Change-3,317,538 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,985,598
Change-2,985,598 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,858,077
Change-2,858,077 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,848,069
Change-2,848,069 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,635,413
Change-2,635,413 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,632,046
Change-2,632,046 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,590,158
Change-2,590,158 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 2,573,106
Change-2,573,106 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,343,384
Change-2,343,384 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,260,453
Change-2,260,453 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,127,619
Change-2,127,619 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,120,218
Change-2,120,218 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,060,339
Change-2,060,339 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,946,191
Change-1,946,191 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,651,753
Change-1,651,753 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,568,635
Change-1,568,635 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,541,556
Change-1,541,556 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,398,502
Change-1,398,502 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,356,674
Change-1,356,674 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,311,655
Change-1,311,655 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,302,941
Change-1,302,941 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,272,702
Change-1,272,702 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,233,389
Change-1,233,389 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,161,573
Change-1,161,573 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,138,238
Change-1,138,238 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,114,744
Change-1,114,744 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,081,765
Change-1,081,765 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,073,430
Change-1,073,430 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,005,871
Change-1,005,871 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 969,922
Change-969,922 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 941,565
Change-941,565 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 925,223
Change-925,223 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 923,467
Change-923,467 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 919,523
Change-919,523 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 889,518
Change-889,518 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 882,327
Change-882,327 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 881,385
Change-881,385 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 868,978
Change-868,978 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 851,577
Change-851,577 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 799,105
Change-799,105 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 780,794
Change-780,794 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 756,895
Change-756,895 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 756,423
Change-756,423 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 682,089
Change-682,089 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 675,022
Change-675,022 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 650,055
Change-650,055 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 604,607
Change-604,607 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 589,429
Change-589,429 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 544,935
Change-544,935 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 543,987
Change-543,987 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 516,977
Change-516,977 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 488,531
Change-488,531 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 483,610
Change-483,610 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 470,640
Change-470,640 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 465,528
Change-465,528 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 456,839
Change-456,839 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 454,269
Change-454,269 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 449,288
Change-449,288 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 438,508
Change-438,508 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 437,090
Change-437,090 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 429,661
Change-429,661 (-100%)
Value—
Aviva PLC
N/A
Shares— from 427,432
Change-427,432 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 419,874
Change-419,874 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 403,805
Change-403,805 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 396,424
Change-396,424 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 394,661
Change-394,661 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 393,534
Change-393,534 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 385,355
Change-385,355 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 385,000
Change-385,000 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 381,570
Change-381,570 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 371,968
Change-371,968 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 368,074
Change-368,074 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 365,460
Change-365,460 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 364,734
Change-364,734 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 358,712
Change-358,712 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 355,200
Change-355,200 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 330,142
Change-330,142 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 322,003
Change-322,003 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 305,902
Change-305,902 (-100%)
Value—
Commerce Bank
N/A
Shares— from 302,129
Change-302,129 (-100%)
Value—
DigitalBridge Group, Inc.
N/A
Shares— from 301,949
Change-301,949 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 301,473
Change-301,473 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 300,190
Change-300,190 (-100%)
Value—
ING Groep NV
N/A
Shares— from 299,730
Change-299,730 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 296,063
Change-296,063 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 285,550
Change-285,550 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 284,274
Change-284,274 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 277,102
Change-277,102 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 273,473
Change-273,473 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 263,577
Change-263,577 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 261,791
Change-261,791 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 261,638
Change-261,638 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 261,164
Change-261,164 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 257,992
Change-257,992 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 253,110
Change-253,110 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 248,590
Change-248,590 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 240,582
Change-240,582 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 235,838
Change-235,838 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 233,275
Change-233,275 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 226,873
Change-226,873 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 225,368
Change-225,368 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 218,880
Change-218,880 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 207,572
Change-207,572 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 201,895
Change-201,895 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 194,418
Change-194,418 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 193,731
Change-193,731 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 192,627
Change-192,627 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 191,627
Change-191,627 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 188,837
Change-188,837 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 186,824
Change-186,824 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 186,618
Change-186,618 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 183,973
Change-183,973 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 182,875
Change-182,875 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 177,141
Change-177,141 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 175,385
Change-175,385 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 172,592
Change-172,592 (-100%)
Value—
Hengistbury Investment Partners LLP
N/A
Shares— from 170,642
Change-170,642 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 166,044
Change-166,044 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 163,063
Change-163,063 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 162,021
Change-162,021 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 159,002
Change-159,002 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 156,620
Change-156,620 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 152,872
Change-152,872 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 150,234
Change-150,234 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 146,711
Change-146,711 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 146,333
Change-146,333 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 145,965
Change-145,965 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 141,050
Change-141,050 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 140,914
Change-140,914 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 138,858
Change-138,858 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 138,182
Change-138,182 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 135,454
Change-135,454 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 134,448
Change-134,448 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 134,237
Change-134,237 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 126,788
Change-126,788 (-100%)
Value—
FIL Ltd
N/A
Shares— from 126,520
Change-126,520 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 125,556
Change-125,556 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 122,311
Change-122,311 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 120,610
Change-120,610 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 120,297
Change-120,297 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 115,408
Change-115,408 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114,181
Change-114,181 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 113,545
Change-113,545 (-100%)
Value—
BNP Paribas
N/A
Shares— from 112,303
Change-112,303 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 111,421
Change-111,421 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 110,152
Change-110,152 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 108,151
Change-108,151 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 107,621
Change-107,621 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 106,819
Change-106,819 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 101,499
Change-101,499 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 100,709
Change-100,709 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 100,180
Change-100,180 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 99,855
Change-99,855 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 99,152
Change-99,152 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 98,892
Change-98,892 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 97,495
Change-97,495 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 97,317
Change-97,317 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 96,980
Change-96,980 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 96,398
Change-96,398 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 96,394
Change-96,394 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 93,991
Change-93,991 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 92,580
Change-92,580 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 89,094
Change-89,094 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 88,851
Change-88,851 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 88,242
Change-88,242 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 85,974
Change-85,974 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,790
Change-85,790 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 85,456
Change-85,456 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 84,858
Change-84,858 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 83,948
Change-83,948 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 83,675
Change-83,675 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 81,694
Change-81,694 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 81,613
Change-81,613 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 80,429
Change-80,429 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 80,052
Change-80,052 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 78,581
Change-78,581 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 77,469
Change-77,469 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 77,097
Change-77,097 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 76,444
Change-76,444 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 74,568
Change-74,568 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 74,355
Change-74,355 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 73,988
Change-73,988 (-100%)
Value—
Prudential PLC
N/A
Shares— from 73,958
Change-73,958 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 73,020
Change-73,020 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 72,992
Change-72,992 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 72,387
Change-72,387 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 72,335
Change-72,335 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 69,064
Change-69,064 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 68,642
Change-68,642 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 68,316
Change-68,316 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 67,222
Change-67,222 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 66,119
Change-66,119 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 65,662
Change-65,662 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 65,600
Change-65,600 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 64,551
Change-64,551 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 64,383
Change-64,383 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 63,719
Change-63,719 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 62,490
Change-62,490 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 62,248
Change-62,248 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 60,410
Change-60,410 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 60,313
Change-60,313 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 60,041
Change-60,041 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 58,894
Change-58,894 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 58,019
Change-58,019 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 57,993
Change-57,993 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 56,924
Change-56,924 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 55,833
Change-55,833 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 55,828
Change-55,828 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 55,586
Change-55,586 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 52,941
Change-52,941 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 52,077
Change-52,077 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 51,906
Change-51,906 (-100%)
Value—
Allianz SE
N/A
Shares— from 51,701
Change-51,701 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 51,307
Change-51,307 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 50,446
Change-50,446 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 48,950
Change-48,950 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 47,903
Change-47,903 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 44,946
Change-44,946 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 43,240
Change-43,240 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 43,172
Change-43,172 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 42,687
Change-42,687 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 40,702
Change-40,702 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 39,619
Change-39,619 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 39,029
Change-39,029 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 38,636
Change-38,636 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 38,112
Change-38,112 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 37,246
Change-37,246 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 36,926
Change-36,926 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 36,709
Change-36,709 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 36,466
Change-36,466 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 35,763
Change-35,763 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 35,714
Change-35,714 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 35,349
Change-35,349 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 34,709
Change-34,709 (-100%)
Value—
Night Squared LP
N/A
Shares— from 34,684
Change-34,684 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 34,080
Change-34,080 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 33,203
Change-33,203 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 32,776
Change-32,776 (-100%)
Value—
Allstate Corp
N/A
Shares— from 31,787
Change-31,787 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 31,617
Change-31,617 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,510
Change-31,510 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 31,418
Change-31,418 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 31,339
Change-31,339 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 30,980
Change-30,980 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 30,711
Change-30,711 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30,569
Change-30,569 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 30,421
Change-30,421 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 30,118
Change-30,118 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 28,481
Change-28,481 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 28,234
Change-28,234 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 28,046
Change-28,046 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,005
Change-28,005 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 27,985
Change-27,985 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 27,848
Change-27,848 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 27,437
Change-27,437 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 26,863
Change-26,863 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 26,824
Change-26,824 (-100%)
Value—
&partners
N/A
Shares— from 26,329
Change-26,329 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 25,800
Change-25,800 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 24,540
Change-24,540 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 24,482
Change-24,482 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 23,843
Change-23,843 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 23,203
Change-23,203 (-100%)
Value—
III Capital Management
N/A
Shares— from 22,584
Change-22,584 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 22,530
Change-22,530 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 22,478
Change-22,478 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,454
Change-22,454 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,982
Change-21,982 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,339
Change-21,339 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 21,134
Change-21,134 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 20,650
Change-20,650 (-100%)
Value—
Bank OZK
N/A
Shares— from 20,596
Change-20,596 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 20,492
Change-20,492 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 20,127
Change-20,127 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 19,971
Change-19,971 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 19,544
Change-19,544 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 19,176
Change-19,176 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,136
Change-19,136 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 18,790
Change-18,790 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 18,244
Change-18,244 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 18,191
Change-18,191 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 17,950
Change-17,950 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,774
Change-17,774 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 17,531
Change-17,531 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 16,586
Change-16,586 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 16,574
Change-16,574 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,470
Change-16,470 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 16,149
Change-16,149 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 16,115
Change-16,115 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 16,086
Change-16,086 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 16,011
Change-16,011 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,583
Change-15,583 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 15,375
Change-15,375 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 14,920
Change-14,920 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 14,875
Change-14,875 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 14,661
Change-14,661 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,625
Change-14,625 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 14,103
Change-14,103 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,078
Change-14,078 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 14,016
Change-14,016 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 13,327
Change-13,327 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 13,296
Change-13,296 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,274
Change-13,274 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,123
Change-13,123 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 12,563
Change-12,563 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 12,476
Change-12,476 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 12,401
Change-12,401 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,348
Change-12,348 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,255
Change-12,255 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,071
Change-12,071 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 11,967
Change-11,967 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,451
Change-11,451 (-100%)
Value—
Ossiam
N/A
Shares— from 11,405
Change-11,405 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,384
Change-11,384 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 11,363
Change-11,363 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,354
Change-11,354 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 11,159
Change-11,159 (-100%)
Value—
TIG Advisors, LLC
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 10,816
Change-10,816 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 10,609
Change-10,609 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 10,506
Change-10,506 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 9,267
Change-9,267 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 9,188
Change-9,188 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,064
Change-9,064 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 9,029
Change-9,029 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,560
Change-8,560 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 8,196
Change-8,196 (-100%)
Value—
NWI Management LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 7,847
Change-7,847 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 7,735
Change-7,735 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 7,601
Change-7,601 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 7,462
Change-7,462 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,028
Change-7,028 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,026
Change-7,026 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,002
Change-7,002 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 6,675
Change-6,675 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,427
Change-6,427 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Mirova
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,905
Change-5,905 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,526
Change-5,526 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 4,305
Change-4,305 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Calydon Capital
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 3,457
Change-3,457 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,943
Change-2,943 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Flax Pond Capital, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 947
Change-947 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 914
Change-914 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 871
Change-871 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 805
Change-805 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 795
Change-795 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 750
Change-750 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 662
Change-662 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 651
Change-651 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 538
Change-538 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 367
Change-367 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 313
Change-313 (-100%)
Value—
EFG International AG
N/A
Shares— from 311
Change-311 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 310
Change-310 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 309
Change-309 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 296
Change-296 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 187
Change-187 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 143
Change-143 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 120
Change-120 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 113
Change-113 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 112
Change-112 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 27
Change-27 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 21
Change-21 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 11
Change-11 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Quarry LP
N/A
Shares— from 5
Change-5 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED13,243,79612,758,271+485,525+4%$2.1B$2.2B+$19.9M2026-11-06
Bank of New York Mellon Corp
DECREASED4,808,8625,003,243-194,381-4%$839.2M$784.2M-$55.0M2026-11-05
Dimensional Fund Advisors LP
INCREASED4,012,3383,925,134+87,204+2%$658.6M$654.3M-$4.3M2026-11-04
Nuveen, LLC
DECREASED3,983,2384,841,388-858,150-18%$812.0M$649.6M-$162.5M2026-11-10
Deutsche Bank Ag\
INCREASED2,959,9742,086,255+873,719+42%$349.9M$482.7M+$132.8M2026-11-06
Amundi
DECREASED2,874,8623,775,445-900,583-24%$633.3M$468.8M-$164.4M2026-11-06
Barclays PLC
DECREASED2,312,4044,128,915-1,816,511-44%$692.5M$377.1M-$315.4M2026-11-06
Nordea Investment Management AB
INCREASED1,661,006511,755+1,149,251+225%$85.3M$272.7M+$187.5M2026-11-09
Eurizon Capital SGR S.p.A.
INCREASED1,581,8631,291,584+290,279+22%$218.6M$258.0M+$39.4M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,435,4971,348,140+87,357+6%$226.1M$234.1M+$8.0M2026-11-05
Principal Financial Group Inc
DECREASED1,404,5581,504,570-100,012-7%$252.4M$229.1M-$23.3M2026-11-02
DekaBank Deutsche Girozentrale
INCREASED1,360,980474,289+886,691+187%$99.3K$222.0K+$122.7K2026-10-27
Citigroup Inc
INCREASED1,279,4391,269,678+9,761+1%$213.0M$208.7M-$4.3M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,269,9601,306,802-36,842-3%$219.2M$207.1M-$12.1M2026-10-29
High Ground Investment Management LLP
INCREASED1,197,987890,172+307,815+35%$149.3M$195.4M+$46.1M2026-11-06
ProShare Advisors LLC
INCREASED1,122,1491,087,447+34,702+3%$182.4M$183.0M+$602.6K2026-10-29
HighTower Advisors, LLC
INCREASED865,023850,176+14,847+2%$142.6M$141.1M-$1.5M2026-11-10
Neos Investment Management LLC
INCREASED813,886713,420+100,466+14%$119.7M$132.7M+$13.1M2026-11-04
Bank of Montreal
DECREASED692,301768,712-76,411-10%$128.9M$112.9M-$16.0M2026-11-09
Jupiter Asset Management LTD
INCREASED658,673333,491+325,182+98%$55.9M$107.4M+$51.5M2026-11-10
Russell Investments Group, Ltd.
INCREASED655,933597,016+58,917+10%$100.5M$107.0M+$6.5M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED622,067550,202+71,865+13%$92.3M$101.4M+$9.2M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
NEW609,865—+609,865——$99.4M—2026-10-29
Danske Bank A/S
INCREASED600,177539,620+60,557+11%$90.5M$97.9M+$7.4M2026-11-09
Evergreen Capital Management LLC
INCREASED594,077591,907+2,170+0%$99.3M$96.9M-$2.4M2026-10-23
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED584,654574,972+9,682+2%$96.3M$95.4M-$969.7K2026-11-10
Quilter Plc
INCREASED567,017561,518+5,499+1%$94.2M$92.5M-$1.7M2026-10-21
Storebrand Asset Management AS
DECREASED566,278594,390-28,112-5%$99.7M$92.3M-$7.3M2026-11-10
LPL Financial LLC
INCREASED555,664491,708+63,956+13%$82.5M$90.6M+$8.1M2026-11-06
PNC Financial Services Group, Inc.
DECREASED442,595446,685-4,090-1%$74.9M$72.2M-$2.7M2026-11-06
CIBC Asset Management Inc
INCREASED436,171386,043+50,128+13%$64.8M$71.1M+$6.4M2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED423,891342,664+81,227+24%$57.5M$69.1M+$11.7M2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
INCREASED422,747422,084+663+0%$70.8M$68.9M-$1.9M2026-11-09
Wealth Enhancement Advisory Services, LLC
DECREASED417,884440,262-22,378-5%$72.4M$61.6M-$10.8M2026-10-13
Pictet Asset Management Holding SA
INCREASED411,129294,117+117,012+40%$49.3M$67.0M+$17.7M2026-11-03
Munich Reinsurance Co Stock Corp in Munich
UNCHANGED380,129380,12900%$63.8M$62.0M-$1.8M2026-10-30
Regions Financial Corp
DECREASED377,434383,656-6,222-2%$64.4M$61.6M-$2.8M2026-11-05
Squarepoint Ops LLC
DECREASED353,660909,801-556,141-61%$152.6M$57.7M-$94.9M2026-11-09
New York State Teachers Retirement System
INCREASED337,102336,461+641+0%$56.4M$55.0K-$56.4M2026-10-22
Swedbank AB
DECREASED314,749317,146-2,397-1%$53.2M$51.3M-$1.9M2026-10-27
MacKenzie Financial Corp
DECREASED309,005310,360-1,3550%$52.1M$50.4M-$1.7M2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED307,963346,454-38,491-11%$58.1M$50.2M-$7.9M2026-10-15
Virginia Retirement Systems ET Al
UNCHANGED269,500269,50000%$45.2M$44.0M-$1.3M2026-10-28
Asset Management One Co., Ltd.
INCREASED261,423257,090+4,333+2%$43.1M$42.6M-$488.8K2026-10-27
Vontobel Holding Ltd.
DECREASED249,660250,086-4260%$41.9M$40.7M-$1.2M2026-10-16
Daiwa Securities Group Inc.
INCREASED246,601243,758+2,843+1%$40.9M$40.2M-$669.8K2026-10-29
Fifth Third Bancorp
DECREASED240,075375,559-135,484-36%$63.0M$39.2M-$23.8M2026-11-05
Acadian Asset Management LLC
DECREASED223,916599,714-375,798-63%$100.6M$36.5K-$100.5M2026-11-09
Alps Advisors Inc
INCREASED218,664176,248+42,416+24%$29.6M$35.7M+$6.1M2026-11-03
GF Fund Management Co. Ltd.
DECREASED213,275218,551-5,276-2%$36.7M$34.8M-$1.9M2026-10-26
M&G Plc
DECREASED211,511215,578-4,067-2%$36.2M$34.5M-$1.7M2026-11-04
Truist Financial Corp
DECREASED209,084233,878-24,794-11%$39.2M$34.1M-$5.1M2026-10-30
Creative Planning
DECREASED198,622209,486-10,864-5%$35.1M$32.4M-$2.7M2026-11-02
KBC Group NV
INCREASED190,389188,964+1,425+1%$31.7M$31.0K-$31.7M2026-10-22
Aberdeen Group plc
DECREASED190,236340,881-150,645-44%$57.2M$18.5M-$38.6M2026-11-06
Swiss Life Asset Management Ltd
INCREASED186,276122,900+63,376+52%$20.6M$30.4M+$9.8M2026-11-03
ASR Vermogensbeheer N.V.
INCREASED184,529154,405+30,124+20%$25.9M$30.1M+$4.2M2026-10-16
US Bancorp \de\
DECREASED181,989187,164-5,175-3%$31.4M$29.7M-$1.7M2026-11-05
Rakuten Investment Management, Inc.
INCREASED179,970161,601+18,369+11%$28.1M$29.3M+$1.2M2026-10-30
Lazard Freres Gestion S.A.S.
DECREASED177,906205,832-27,926-14%$34.5M$29.0K-$34.5M2026-11-03
Country Trust Bank
INCREASED176,662160,035+16,627+10%$26.8M$28.8M+$2.0M2026-10-30
Handelsbanken Fonder AB
INCREASED167,272162,861+4,411+3%$27.3K$27.3K-$382026-11-09
Robeco Institutional Asset Management B.V.
INCREASED166,86264,423+102,439+159%$10.8M$27.2M+$16.4M2026-10-20
State of New Jersey Common Pension Fund D
DECREASED160,302162,001-1,699-1%$27.2M$26.1M-$1.0M2026-11-05
Act Two Investors LLC
INCREASED156,582151,082+5,500+4%$25.3M$25.5M+$194.4K2026-11-09
Nykredit A/S
DECREASED155,571158,807-3,236-2%$26.6M$25.4M-$1.3M2026-11-06
Reaves W H & Co Inc
DECREASED146,583174,266-27,683-16%$29.2M$23.9M-$5.3M2026-11-06
OFI Invest Asset Management
DECREASED146,478204,041-57,563-28%$30.0M$21.0M-$8.9M2026-11-06
Mn Services Vermogensbeheer B.V.
UNCHANGED144,427144,42700%$24.2M$23.6K-$24.2M2026-10-08
Keybank National Association
DECREASED143,943170,775-26,832-16%$28.6M$23.5M-$5.2M2026-11-04
Commonwealth Equity Services, LLC
INCREASED140,004132,795+7,209+5%$22.3M$22.8M+$558.1K2026-11-02
Brighton Jones LLC
DECREASED139,674144,218-4,544-3%$24.2M$22.8M-$1.4M2026-11-03
Czech National Bank
INCREASED138,692132,456+6,236+5%$22.2M$22.6M+$401.0K2026-10-13
Nisa Investment Advisors, LLC
DECREASED138,260138,890-6300%$23.3M$22.5M-$748.6K2026-10-20
Arizona State Retirement System
DECREASED135,213137,585-2,372-2%$23.1M$22.1M-$1.0M2026-11-03
Strs Ohio
DECREASED133,438142,469-9,031-6%$23.9M$21.8M-$2.1M2026-10-30
Calamos Advisors LLC
INCREASED127,990125,401+2,589+2%$21.0M$20.9M-$160.9K2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
DECREASED126,483156,655-30,172-19%$26.3M$20.6K-$26.3M2026-10-22
Illinois Municipal Retirement Fund
DECREASED125,865129,501-3,636-3%$21.7M$20.5M-$1.2M2026-11-05
iA Global Asset Management Inc.
DECREASED122,951126,260-3,309-3%$21.2M$20.1K-$21.2M2026-10-29
WestEnd Advisors, LLC
INCREASED122,267121,742+525+0%$20.4M$19.9M-$480.5K2026-10-27
State of Michigan Retirement System
INCREASED121,241119,141+2,100+2%$20.0M$19.8M-$211.5K2026-10-27
Lido Advisors, LLC
INCREASED117,613111,013+6,600+6%$18.6M$19.2M+$560.1K2026-11-04
IFM Investors Pty Ltd
INCREASED116,768114,168+2,600+2%$19.1M$19.0M-$106.9K2026-10-14
Valley Wealth Managers, Inc.
INCREASED116,239109,759+6,480+6%$18.4M$19.0M+$546.4K2026-10-09
SEB Asset Management AB
INCREASED112,179106,543+5,636+5%$17.9M$18.3M+$423.7K2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED107,777123,409-15,632-13%$20.7M$17.6M-$3.1M2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED106,645102,783+3,862+4%$17.2M$17.4M+$151.9K2026-11-03
Community Trust & Investment Co
INCREASED105,221100,967+4,254+4%$16.9M$17.2M+$224.3K2026-10-15
Retirement Systems of Alabama
INCREASED101,22697,760+3,466+4%$16.4M$16.5M+$110.7K2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED97,088112,976-15,888-14%$18.9M$15.8M-$3.1M2026-10-19
Wealthfront Advisers LLC
INCREASED96,05882,493+13,565+16%$13.8M$15.7M+$1.8M2026-11-09
B. Metzler seel. Sohn & Co. AG
INCREASED94,64454,740+39,904+73%$9.2M$15.4M+$6.3M2026-10-30
Xponance LLC
INCREASED94,56788,532+6,035+7%$14.8M$15.4M+$572.5K2026-11-03
Intech Investment Management LLC
INCREASED92,72678,391+14,335+18%$13.1M$15.1M+$2.0M2026-11-09
Assenagon Asset Management S.A.
DECREASED92,7131,873,621-1,780,908-95%$314.3M$15.1M-$299.1M2026-10-15
Cornerstone Advisors, LLC
UNCHANGED91,94291,94200%$15.4M$15.0M-$427.5K2026-11-06
Sterling Capital Management LLC
INCREASED91,66190,470+1,191+1%$15.2M$14.9M-$226.5K2026-10-22
Louisiana State Employees Retirement System
DECREASED91,30093,400-2,100-2%$15.7M$14.9M-$776.8K2026-10-20
Natixis
INCREASED91,12315,684+75,439+481%$2.6M$14.9M+$12.2M2026-11-06
Davidson Investment Advisors
DECREASED89,41991,832-2,413-3%$15.4M$14.6M-$820.5K2026-10-20
Ethic Inc.
DECREASED88,78490,245-1,461-2%$15.1M$14.5M-$657.8K2026-11-03
Teachers Retirement System of the State of Kentucky
DECREASED88,11890,870-2,752-3%$15.2M$14.4K-$15.2M2026-11-10
Motley Fool Asset Management LLC
INCREASED87,08084,061+3,019+4%$14.1M$14.2M+$101.5K2026-10-27
Wedge Capital Management L L P
INCREASED85,62380,474+5,149+6%$13.5M$14.0M+$465.5K2026-10-13
Amalgamated Bank
DECREASED82,94483,184-2400%$14.0M$13.5K-$13.9M2026-10-23
Boston Common Asset Management, LLC
INCREASED81,58575,160+6,425+9%$12.6M$13.3M+$698.3K2026-10-13
Adams Diversified Equity Fund, Inc.
INCREASED79,70053,000+26,700+50%$8.9M$13.0M+$4.1M2026-10-21
Sycomore Asset Management
UNCHANGED78,61478,61400%$15.0K$15.0K$02026-10-26
Profund Advisors LLC
DECREASED77,20684,853-7,647-9%$14.2M$12.6M-$1.6M2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED76,10674,132+1,974+3%$12.4M$12.4M-$22.8K2026-10-20
Glenview Trust Co
INCREASED75,82275,074+748+1%$12.6M$12.4M-$227.1K2026-10-28
Ceredex Value Advisors LLC
DECREASED74,847106,654-31,807-30%$17.9M$12.2M-$5.7M2026-11-09
New York Life Investment Management LLC
INCREASED71,75864,886+6,872+11%$10.9M$11.7M+$819.0K2026-11-04
Police & Firemen's Retirement System of New Jersey
DECREASED71,62273,114-1,492-2%$12.3M$11.7M-$583.3K2026-11-09
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED70,97660,582+10,394+17%$10.2M$11.6M+$1.4M2026-11-06
Oppenheimer & Co Inc
INCREASED70,06556,275+13,790+25%$9.4M$11.4M+$2.0M2026-10-26
Vest Financial, LLC
INCREASED69,57257,489+12,083+21%$9.6M$11.3M+$1.7M2026-10-21
GW Henssler & Associates LTD
INCREASED67,34167,021+320+0%$11.2M$11.0M-$259.5K2026-10-26
Camden National Bank
DECREASED65,78367,337-1,554-2%$11.3M$10.7M-$566.5K2026-11-02
Citizens Financial Group Inc
DECREASED61,49462,499-1,005-2%$10.5M$10.0M-$454.4K2026-10-23
Intact Investment Management Inc.
DECREASED61,40075,100-13,700-18%$12.6M$10.0M-$2.6M2026-11-03
Louisbourg Investments Inc.
INCREASED60,18956,392+3,797+7%$7.4M$7.6M+$281.0K2026-10-20
Merit Financial Group, LLC
INCREASED59,49251,349+8,143+16%$8.6M$9.7M+$1.1M2026-11-06
Oregon Public Employees Retirement Fund
INCREASED59,34157,232+2,109+4%$9.6M$9.7M+$77.8K2026-10-30
UniSuper Management Pty Ltd
INCREASED59,21453,014+6,200+12%$8.9M$9.7M+$764.6K2026-10-26
Skylands Capital, LLC
DECREASED58,30059,350-1,050-2%$10.0M$9.5M-$447.2K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED58,18956,638+1,551+3%$10.3M$10.0M-$310.2K2026-10-13
Mutual of America Capital Management LLC
INCREASED57,95056,904+1,046+2%$9.5M$9.5M-$94.0K2026-10-23
Banque Pictet & CIE SA
DECREASED56,30657,120-814-1%$9.6M$9.2M-$398.4K2026-10-16
OP Asset Management Ltd
INCREASED56,19455,528+666+1%$9.3M$9.2M-$149.6K2026-11-05
Motco
INCREASED55,97454,084+1,890+3%$9.1M$9.1M+$56.7K2026-11-09
Overbrook Management Corp
DECREASED53,58065,120-11,540-18%$10.9M$8.7M-$2.2M2026-10-08
First National Bank of Mount Dora, Trust Investment Services
DECREASED53,53359,563-6,030-10%$10.0M$8.7M-$1.3M2026-10-21
Yousif Capital Management, LLC
INCREASED52,55450,130+2,424+5%$8.4M$8.6M+$162.2K2026-10-22
Factory Mutual Insurance Co
DECREASED52,50052,750-2500%$8.8M$8.6M-$286.1K2026-10-30
Reynders McVeigh Capital Management, LLC
DECREASED50,958204,751-153,793-75%$34.3M$8.3M-$26.0M2026-10-30
Mirae Asset Securities (USA) Inc.
NEW50,071—+50,071——$8.2M—2026-10-15
Miller Howard Investments Inc
INCREASED49,14747,149+1,998+4%$7.9M$8.0M+$106.6K2026-10-26
Jessup Wealth Management, Inc
DECREASED47,08351,657-4,574-9%$8.7M$7.7M-$986.1K2026-10-20
State of Alaska, Department of Revenue
INCREASED45,72445,596+128+0%$7.6M$7.5K-$7.6M2026-10-15
University of Texas S AM Investment Management Co
INCREASED45,607607+45,000+7414%$101.8K$7.4M+$7.3M2026-11-03
Central Trust Co
DECREASED45,53646,728-1,192-3%$7.8M$7.4M-$411.7K2026-11-05
Avanza Fonder AB
INCREASED44,45940,595+3,864+10%$6.8M$7.3M+$441.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED44,14044,297-1570%$7.4M$7.2K-$7.4M2026-11-02
Brookstone Capital Management
INCREASED44,11243,160+952+2%$7.2M$7.2M-$45.5K2026-10-22
Advanced Asset Management Advisors Inc
UNCHANGED42,81542,81500%$7.2M$7.0M-$199.1K2026-10-20
Associated Banc-Corp
INCREASED42,13841,281+857+2%$6.9M$6.9M-$52.2K2026-10-30
Candriam S.C.A.
INCREASED41,27840,678+600+1%$6.8M$6.8M-$60.1K2026-11-03
Crossmark Global Holdings, Inc.
INCREASED41,14940,629+520+1%$6.8M$6.7M-$104.2K2026-10-21
Mizuho Markets Cayman LP
INCREASED39,90027,152+12,748+47%$4.6M$6.5M+$2.0M2026-11-09
Mizuho Securities USA LLC
INCREASED39,43236,431+3,001+8%$6.1M$7.1M+$987.7K2026-11-09
ABN Amro Investment Solutions
DECREASED39,29854,258-14,960-28%$9.1M$6.4M-$2.7M2026-10-21
Gulf International Bank (UK) Ltd
UNCHANGED38,18638,18600%$6.4M$6.2K-$6.4M2026-10-20
Plato Investment Management Ltd
INCREASED37,66135,200+2,461+7%$5.9M$6.2M+$296.0K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED37,17934,627+2,552+7%$5.8M$6.1M+$255.2K2026-10-27
Kestra Advisory Services, LLC
DECREASED37,12139,857-2,736-7%$6.7M$6.1M-$631.6K2026-11-02
Florida Trust Wealth Management Co
DECREASED37,08740,662-3,575-9%$6.8M$6.0M-$772.1K2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED36,14632,585+3,561+11%$5.5M$5.9M+$425.6K2026-10-28
Private Advisory Group LLC
INCREASED36,0312,129+33,902+1592%$357.1K$5.9M+$5.5M2026-11-06
RBA Wealth Management, LLC
INCREASED35,85233,844+2,008+6%$5.7M$5.8M+$170.1K2026-10-28
LSV Asset Management
INCREASED35,61513,300+22,315+168%$2.2M$5.8K-$2.2M2026-11-06
Coldstream Capital Management Inc
DECREASED35,03035,034-40%$5.9M$5.7M-$163.5K2026-11-09
PKO Investment Management Joint-Stock Co
UNCHANGED35,00035,00000%$5.9M$5.7M-$162.8K2026-10-19
Thrivent Financial for Lutherans
DECREASED34,59562,252-27,657-44%$10.4M$5.6K-$10.4M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED34,25633,404+852+3%$5.6M$5.6M-$16.4K2026-10-16
Achmea Investment Management B.V.
NEW33,314—+33,314——$5.4M—2026-10-30
Geneos Wealth Management Inc.
INCREASED32,92630,993+1,933+6%$5.2M$5.4M+$171.2K2026-11-09
Vise Technologies, Inc.
DECREASED32,79440,073-7,279-18%$6.7M$5.3M-$1.4M2026-10-29
Hennessy Advisors Inc
UNCHANGED32,30032,30000%$5.4M$5.3M-$150.2K2026-10-28
Old National Bancorp
INCREASED32,23925,184+7,055+28%$4.2M$5.3M+$1.0M2026-10-20
Hohimer Wealth Management, LLC
INCREASED32,09522,148+9,947+45%$3.7M$5.2M+$1.5M2026-11-04
Atria Investments, Inc
INCREASED31,48327,297+4,186+15%$4.6M$5.1M+$555.6K2026-10-15
Davenport & Co LLC
DECREASED31,29235,203-3,911-11%$5.9M$5.1M-$801.6K2026-10-14
YHB Investment Advisors, Inc.
DECREASED30,86231,079-217-1%$5.2M$5.0M-$179.9K2026-10-08
Prevail Innovative Wealth Advisors, LLC
INCREASED30,6483,908+26,740+684%$655.5K$5.1M+$4.5M2026-10-20
Maryland State Retirement & Pension System
INCREASED30,17526,503+3,672+14%$4.4M$4.9M+$475.6K2026-11-05
Viking Fund Management LLC
NEW30,000—+30,000——$4.9M—2026-10-14
D.A. Davidson & Co.
INCREASED29,40928,673+736+3%$4.8M$4.8M-$13.3K2026-10-28
Y-Intercept (Hong Kong) Ltd
DECREASED29,24976,931-47,682-62%$12.9M$4.8M-$8.1M2026-10-16
Hantz Financial Services, Inc.
DECREASED29,04929,965-916-3%$5.0M$4.7K-$5.0M2026-11-09
United Asset Strategies, Inc.
INCREASED28,61926,603+2,016+8%$4.5M$4.7M+$205.2K2026-10-28
Generali Asset Management SPA SGR
INCREASED28,15424,791+3,363+14%$4.2M$4.6M+$433.2K2026-10-26
TD Waterhouse Canada Inc.
DECREASED28,13855,588-27,450-49%$9.6M$4.6M-$5.1M2026-10-16
Inspire Trust Co, N.A.
INCREASED28,00022,000+6,000+27%$3.7M$4.6M+$876.2K2026-11-05
Apollon Wealth Management, LLC
INCREASED27,19926,480+719+3%$4.4M$4.4M-$6.0K2026-10-23
Founders Financial Securities LLC
INCREASED26,50823,131+3,377+15%$3.9M$4.3M+$443.1K2026-10-28
Ticino Wealth
INCREASED26,34226,288+54+0%$4.4M$4.3M-$113.4K2026-10-13
Loudon Investment Management, LLC
DECREASED26,33329,198-2,865-10%$4.9M$4.3M-$603.0K2026-11-06
SevenBridge Financial Group, LLC
INCREASED26,31215,576+10,736+69%$2.8M$4.2M+$1.4M2026-10-26
Ascent Group, LLC
INCREASED26,18424,757+1,427+6%$4.2M$4.3M+$117.5K2026-10-30
Obermeyer Wealth Partners
DECREASED26,09827,182-1,084-4%$4.6M$4.3M-$303.2K2026-10-21
Hartford Investment Management Co
INCREASED25,87325,763+110+0%$4.3M$4.2M-$101.9K2026-11-04
Cache Advisors, LLC
INCREASED25,59315,446+10,147+66%$2.6M$4.2M+$1.6M2026-10-16
Fulcrum Asset Management LLP
INCREASED25,52819,981+5,547+28%$3.5M$4.2M+$684.5K2026-11-04
Chesley Taft & Associates LLC
DECREASED25,38225,910-528-2%$4.3M$4.1M-$206.6K2026-10-13
Third View Private Wealth, LLC
INCREASED25,27818,087+7,191+40%$3.0M$4.1M+$1.1M2026-10-30
Caldwell Trust Co
INCREASED24,86223,661+1,201+5%$4.0M$4.1M+$85.8K2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED24,65022,998+1,652+7%$4.0M$4.0M+$6.7K2026-11-04
Diversify Wealth Management, LLC
INCREASED24,64821,269+3,379+16%$3.8M$3.9M+$101.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED24,64821,269+3,379+16%$3.8M$3.9M+$101.4K2026-10-20
Lanark Financial, Inc.
INCREASED24,53724,337+200+1%$4.1M$4.0M-$80.7K2026-10-26
Linden Thomas Advisory Services, LLC
INCREASED24,51423,951+563+2%$4.0M$4.0M-$19.6K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED24,50922,322+2,187+10%$3.7M$4.0M+$253.0K2026-11-06
Farther Finance Advisors, LLC
INCREASED24,46919,219+5,250+27%$3.2M$4.0M+$756.4K2026-10-08
Harbour Capital Advisors, LLC
INCREASED24,46724,018+449+2%$4.5M$4.0M-$515.9K2026-10-13
Savant Capital, LLC
DECREASED24,37828,543-4,165-15%$5.4M$4.0M-$1.4M2026-11-06
Beese Fulmer Investment Management, Inc.
DECREASED24,30728,150-3,843-14%$4.7M$4.0M-$757.7K2026-10-23
Exchange Traded Concepts, LLC
DECREASED23,853185,407-161,554-87%$31.1M$3.9M-$27.2M2026-10-28
HB Wealth Management, LLC
INCREASED23,81220,700+3,112+15%$3.5M$3.9M+$411.2K2026-10-23
Graphene Investments SAS
INCREASED23,70020,500+3,200+16%$3.4M$3.9M+$426.5K2026-10-22
New Mexico Educational Retirement Board
UNCHANGED23,55023,55000%$4.0M$3.8K-$3.9M2026-11-05
GAM Holding AG
NEW23,489—+23,489——$3.8M—2026-11-03
Assetmark, Inc
DECREASED23,43039,424-15,994-41%$6.6M$3.8M-$2.8M2026-10-21
Ag2r LA Mondiale Gestion D'actifs
INCREASED22,84221,708+1,134+5%$3.6M$3.7M+$84.0K2026-10-26
Stablepoint Partners, LLC
INCREASED22,71521,870+845+4%$3.7M$3.7M+$36.0K2026-11-03
Burling Wealth Partners, LLC
DECREASED22,62223,524-902-4%$3.9M$3.7M-$256.5K2026-11-09
Asset One Wealth Management LLC
INCREASED22,39418,259+4,135+23%$3.4M$3.7M+$226.2K2026-11-02
E. Ohman J:or Asset Management AB
INCREASED22,33114,799+7,532+51%$2.5M$3.6M+$1.2M2026-10-22
AlphaCore Capital LLC
DECREASED22,31124,116-1,805-7%$4.0M$3.6M-$406.5K2026-11-04
Leibman Financial Services, Inc.
INCREASED21,21820,067+1,151+6%$3.4M$3.5M+$94.3K2026-10-13
Chatham Capital Group, Inc.
INCREASED20,85920,389+470+2%$3.4M$3.4M-$18.2K2026-10-16
Great Valley Advisor Group, Inc.
INCREASED20,84617,933+2,913+16%$3.0M$3.4M+$391.1K2026-11-09
Elevation Point Wealth Partners, LLC
DECREASED20,66822,249-1,581-7%$3.7M$3.4M-$361.1K2026-11-05
Corbyn Investment Management Inc
DECREASED20,50720,897-390-2%$3.5M$3.3M-$160.8K2026-10-30
J. Safra Sarasin Holding AG
INCREASED19,79217,622+2,170+12%$3.1M$3.2M+$172.9K2026-10-26
Moran Wealth Management, LLC
DECREASED19,35919,398-390%$3.3M$3.2M-$96.6K2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED18,61018,204+406+2%$3.1M$3.0M-$18.4K2026-10-26
James Investment Research, Inc.
DECREASED18,41821,923-3,505-16%$3.7M$3.0M-$673.5K2026-10-22
Princeton Global Asset Management LLC
DECREASED18,31522,354-4,039-18%$3.7M$3.0M-$762.7K2026-10-21
First Business Financial Services, Inc.
INCREASED18,02717,473+554+3%$2.9M$2.9M+$9.1K2026-10-29
Lyell Wealth Management, LP
DECREASED17,88332,736-14,853-45%$5.5M$2.9M-$2.6M2026-10-30
Wealth Advisory Solutions, LLC
DECREASED17,74519,043-1,298-7%$3.2M$2.9M-$300.2K2026-10-20
StoneX Group Inc.
INCREASED17,64715,146+2,501+17%$2.5M$2.9M+$345.6K2026-11-03
Icici Prudential Asset Management Co Ltd
DECREASED17,50517,896-391-2%$3.0M$2.9M-$147.0K2026-11-06
Banco Santander, S.A.
INCREASED17,4039,281+8,122+88%$1.6M$2.8M+$1.3M2026-11-10
Park Avenue Securities LLC
DECREASED17,26919,980-2,711-14%$3.4M$2.8K-$3.3M2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED17,06515,991+1,074+7%$2.7M$2.8M+$100.8K2026-10-13
Sustainable Insight Capital Management, LLC
INCREASED16,76915,369+1,400+9%$2.6M$2.7M+$156.8K2026-11-06
Walled Lake Planning & Wealth Management, LLC
INCREASED16,7491,587+15,162+955%$266.2K$2.7M+$2.5M2026-10-29
WealthPlan Investment Management, LLC
INCREASED16,72816,313+415+3%$2.7M$2.7M-$8.1K2026-10-15
AGF Management LTD
INCREASED16,21615,592+624+4%$2.6M$2.6M+$29.3K2026-11-03
Danica Pension, Livsforsikringsaktieselskab
INCREASED16,13412,110+4,024+33%$2.0M$2.6M+$599.9K2026-11-09
Bailard, Inc.
INCREASED16,0421,859+14,183+763%$311.8K$2.6M+$2.3M2026-10-13
Cornerstone Wealth Group, LLC
DECREASED15,98116,048-670%$2.7M$2.6M-$85.5K2026-11-02
Praxis Investment Management Inc
INCREASED15,5668,204+7,362+90%$1.4M$2.5K-$1.4M2026-11-03
Plimoth Trust Co LLC
DECREASED15,42615,925-499-3%$2.7M$2.5M-$155.4K2026-10-26
Choreo, LLC
DECREASED15,33415,860-526-3%$2.7M$2.5M-$159.6K2026-10-28
Braun Stacey Associates Inc
DECREASED15,11550,713-35,598-70%$8.5M$2.5M-$6.0M2026-10-19
North Dakota State Investment Board
INCREASED14,92614,329+597+4%$2.4M$2.4M+$30.7K2026-10-27
Goelzer Investment Management, Inc.
DECREASED14,91715,420-503-3%$2.6M$2.4M-$153.7K2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED14,87049,443-34,573-70%$8.3M$2.4M-$5.9M2026-10-22
Howard Capital Management, LLC
DECREASED14,86214,894-320%$2.5M$2.4M-$74.5K2026-10-16
Pinnacle Associates LTD
INCREASED14,86114,026+835+6%$2.4M$2.4M+$70.8K2026-10-20
Trek Financial, LLC
INCREASED14,54910,686+3,863+36%$1.8M$2.4M+$580.3K2026-10-29
Canada Post Corp Registered Pension Plan
INCREASED14,4908,940+5,550+62%$1.5M$2.4M+$862.1K2026-11-09
Wesbanco Bank Inc
DECREASED14,28218,182-3,900-21%$3.0M$2.3M-$720.6K2026-11-04
Sheets Smith Wealth Management
DECREASED14,21514,292-77-1%$2.4M$2.3M-$79.0K2026-10-16
Alerus Financial NA
INCREASED13,91210,220+3,692+36%$1.7M$2.3M+$554.6K2026-11-09
Marion Wealth Management
INCREASED13,70912,921+788+6%$2.2M$2.2M+$68.3K2026-10-22
Great Lakes Retirement, Inc.
INCREASED13,60613,244+362+3%$2.2M$2.2M-$2.5K2026-10-26
Ritholtz Wealth Management
DECREASED13,60013,674-74-1%$2.3M$2.2M-$75.6K2026-11-05
Diversified Trust Co
DECREASED13,58518,930-5,345-28%$3.2M$2.2M-$959.9K2026-11-06
Canandaigua National Bank & Trust Co
INCREASED13,2069,089+4,117+45%$1.5M$2.2M+$629.1K2026-10-07
Blume Capital Management, Inc.
DECREASED13,16813,779-611-4%$2.3M$2.1M-$163.7K2026-10-26
Fifth Third Wealth Advisors LLC
DECREASED13,09715,318-2,221-14%$2.6M$2.1M-$433.4K2026-10-22
Guidance Capital, Inc
INCREASED12,62811,973+655+5%$2.3M$2.0M-$286.7K2026-11-03
Securian Asset Management, Inc
INCREASED12,53812,366+172+1%$2.4M$2.0M-$334.9K2026-11-06
Westover Capital Advisors, LLC
INCREASED12,36311,239+1,124+10%$1.9M$2.0M+$131.0K2026-10-26
Mission Wealth Management, LP
DECREASED12,31416,035-3,721-23%$2.7M$2.0M-$681.5K2026-10-15
Bessemer Group Inc
DECREASED12,29814,079-1,781-13%$2.3M$2.0K-$2.3M2026-11-09
111 Capital
INCREASED12,28510,249+2,036+20%$1.7M$2.0M+$284.4K2026-11-03
Acumen Wealth Advisors, LLC
INCREASED12,17610,273+1,903+19%$1.7M$2.0M+$262.6K2026-11-05
Gamma Investing LLC
INCREASED12,10812,042+66+1%$2.0M$2.0M-$45.3K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED11,99612,960-964-7%$2.2M$2.0M-$217.5K2026-10-20
Citizens National Bank Trust Department
INCREASED11,82511,313+512+5%$1.9M$1.9M+$30.9K2026-11-04
GC Wealth Management RIA, LLC
INCREASED11,73611,558+178+2%$1.9M$1.9M-$24.7K2026-11-02
Cetera Trust Company, N.a
INCREASED11,60811,525+83+1%$1.9M$1.9M-$40.1K2026-11-09
Quadrant Capital Group LLC
DECREASED11,56113,105-1,544-12%$2.2M$1.8M-$420.8K2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED11,42216,803-5,381-32%$2.9M$1.8M-$1.1M2026-10-13
LBP AM SA
DECREASED11,38457,882-46,498-80%$9.7M$1.9M-$7.9M2026-11-06
Fideuram Asset Management (Ireland) dac
DECREASED11,31713,464-2,147-16%$2.5M$2.0M-$433.5K2026-10-29
Hoertkorn Richard Charles
DECREASED11,17713,067-1,890-14%$2.2M$1.8M-$369.0K2026-11-04
Perpetual Ltd
INCREASED11,1684,651+6,517+140%$780.1K$1.8M+$1.0M2026-10-13
Signaturefd, LLC
INCREASED11,14211,051+91+1%$1.9M$1.8M-$36.5K2026-10-23
Paralel Advisors LLC
INCREASED11,12811,003+125+1%$1.8M$1.8M-$30.8K2026-11-10
Cornerstone Planning, LLC
INCREASED11,12311,046+77+1%$1.9M$1.9M-$2.6K2026-10-27
Bokf, NA
DECREASED11,10912,000-891-7%$2.0M$1.8M-$201.1K2026-10-27
KMG Fiduciary Partners, LLC
INCREASED11,10410,166+938+9%$1.7M$1.8M+$105.8K2026-10-14
Garde Capital, Inc.
DECREASED11,05211,255-203-2%$1.9M$1.8M-$85.5K2026-10-29
Prudent Man Advisors, LLC
DECREASED11,03311,224-191-2%$1.9M$1.8M-$83.3K2026-11-03
CGN Advisors LLC
INCREASED10,98310,909+74+1%$1.8M$1.8M-$38.7K2026-10-21
S-Bank Fund Management Ltd
INCREASED10,92710,785+142+1%$1.8M$1.8M-$27.0K2026-11-06
Arrow Financial Corp
DECREASED10,82911,871-1,042-9%$2.0M$1.8M-$225.1K2026-10-26
American National Bank & Trust
INCREASED10,8149,233+1,581+17%$1.5M$1.8M+$215.0K2026-10-07
Stableford Capital II LLC
INCREASED10,72410,467+257+2%$1.8M$1.7M-$6.8K2026-10-09
Allworth Financial LP
INCREASED10,6149,338+1,276+14%$1.6M$1.8M+$214.1K2026-11-06
MBM Wealth Consultants, LLC
INCREASED10,4089,149+1,259+14%$1.5M$1.7M+$162.8K2026-10-20
Raiffeisen Bank International AG
INCREASED10,3969,213+1,183+13%$1.6M$1.7M+$91.6K2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED10,35210,826-474-4%$1.8M$1.7M-$127.6K2026-11-03
Oppenheimer Asset Management Inc.
INCREASED10,2958,346+1,949+23%$1.4M$1.7M+$279.0K2026-10-27
Portfolio Design Labs, LLC
INCREASED10,1979,948+249+3%$1.7M$1.7M-$5.8K2026-11-04
Precedent Wealth Partners, LLC
INCREASED10,1756,099+4,076+67%$1.0M$1.7M+$636.4K2026-10-21
Redmond Asset Management, LLC
INCREASED9,9649,931+33+0%$1.7M$1.6M-$40.8K2026-10-27
WT Wealth Management
DECREASED9,90010,642-742-7%$1.8M$1.6M-$170.5K2026-10-13
Applied Finance Capital Management, LLC
INCREASED9,8439,573+270+3%$1.6M$1.6M-$4832026-11-03
Nwam LLC
DECREASED9,7389,765-270%$1.6M$1.6M-$49.8K2026-11-09
Post Resch Tallon Group Inc.
UNCHANGED9,7389,73800%$1.6M$1.6M-$45.3K2026-10-09
Cannon Advisors, Inc.
NEW9,579—+9,579——$1.5M—2026-10-14
Tema Etfs LLC
INCREASED9,4889,314+174+2%$1.6M$1.5M-$14.9K2026-10-16
Kepler Cheuvreux (Suisse) SA
DECREASED9,39112,924-3,533-27%$2.2M$1.5M-$636.3K2026-10-20
Ballast, Inc.
INCREASED9,2328,367+865+10%$1.4M$1.5M+$102.2K2026-10-20
BayBridge Capital Group, LLC
NEW9,193—+9,193——$1.5M—2026-10-13
Gateway Investment Advisers LLC
DECREASED9,1859,278-93-1%$1.6M$1.5M-$58.2K2026-10-13
Hilltop National Bank
DECREASED9,1129,263-151-2%$1.6M$1.5M-$67.7K2026-10-14
Picton Mahoney Asset Management
NEW9,105—+9,105——$1.5M—2026-11-09
Harbour Investments, Inc.
DECREASED9,0569,827-771-8%$1.6M$1.5M-$171.4K2026-11-09
Mitchell & Pahl Private Wealth, LLC
INCREASED8,9867,910+1,076+14%$1.3M$1.5M+$138.7K2026-10-14
Alliance Private Wealth, LLC
DECREASED8,91010,095-1,185-12%$1.7M$1.5M-$240.2K2026-10-20
Campbell Newman Asset Management Inc
DECREASED8,8338,944-111-1%$1.5M$1.4M-$59.7K2026-10-22
Independence Bank of Kentucky
INCREASED8,7528,582+170+2%$1.4M$1.4M-$12.2K2026-10-26
Family Capital Trust Co
DECREASED8,6108,983-373-4%$1.5M$1.4M-$102.6K2026-10-22
Maia Wealth LLC
INCREASED8,5966,555+2,041+31%$1.1M$1.4M+$302.3K2026-10-19
Arvest Investments, Inc.
INCREASED8,5660+8,566—$0$1.4M+$1.4M2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED8,56515,138-6,573-43%$2.5M$1.4M-$1.1M2026-10-05
Asset Dedication, LLC
DECREASED8,5569,184-628-7%$1.5M$1.4M-$145.1K2026-11-03
Masterinvest Kapitalanlage GmbH
INCREASED8,5318,287+244+3%$1.4M$1.4M+$1.3K2026-11-03
Tobam
DECREASED8,50750,164-41,657-83%$8.4M$1.4K-$8.4M2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED8,4437,393+1,050+14%$1.2M$1.4M+$136.7K2026-10-16
Emerald Investment Advisers, LLC
INCREASED8,3887,643+745+10%$1.3M$1.4M+$86.0K2026-11-09
Steinberg Asset Management LLC
DECREASED8,3628,375-130%$1.4M$1.4M-$41.1K2026-10-29
Rudd Co d/b/a Styre Wealth
NEW8,284—+8,284——$1.3M—2026-10-29
Parallel Advisors, LLC
DECREASED8,25610,595-2,339-22%$1.8M$1.3M-$430.8K2026-11-03
Bank Pictet & Cie (Europe) AG
INCREASED8,0775,933+2,144+36%$995.1K$1.3M+$322.1K2026-10-20
Greenleaf Trust
DECREASED7,9599,093-1,134-12%$1.5M$1.3M-$227.2K2026-10-29
Beacon Bank & Trust
DECREASED7,9539,925-1,972-20%$1.7M$1.3M-$367.7K2026-10-27
Confluence Wealth Services, Inc.
INCREASED7,8896,217+1,672+27%$1.0M$1.3M+$243.6K2026-11-05
Traynor Capital Management, Inc.
DECREASED7,8897,909-200%$1.3M$1.3M-$40.0K2026-10-29
Wright Investors Service Inc
NEW7,872—+7,872——$1.3M—2026-11-02
UMB Bank, n.a.
DECREASED7,7738,015-242-3%$1.3M$1.3M-$76.7K2026-11-06
Mindset Wealth Management, LLC
INCREASED7,7217,338+383+5%$1.2M$1.3M+$28.3K2026-10-19
Pine Valley Investments Ltd Liability Co
DECREASED7,6577,772-115-1%$1.3M$1.2M-$55.0K2026-11-09
Waycross Investment Management Co
DECREASED7,6218,120-499-6%$1.4M$1.2M-$119.2K2026-10-14
Wedmont Private Capital
DECREASED7,4337,709-276-4%$1.4M$1.3M-$172.9K2026-10-09
Verdence Capital Advisors LLC
INCREASED7,3902,573+4,817+187%$431.6K$1.2M+$773.6K2026-10-26
Bdf-Gestion
DECREASED7,33017,037-9,707-57%$5.5M$1.2M-$4.3M2026-10-19
Lebenthal Global Advisors, LLC
INCREASED7,3106,876+434+6%$1.2M$1.2M+$38.8K2026-10-28
Money Concepts Capital Corp
INCREASED7,2596,727+532+8%$1.1M$1.2M+$55.6K2026-11-06
Rinkey Investments
UNCHANGED7,2287,22800%$1.2M$1.2M-$33.6K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED7,2088,236-1,028-12%$1.4M$1.2M-$205.9K2026-10-22
Great Lakes Advisors, LLC
DECREASED7,18317,490-10,307-59%$2.9M$1.2M-$1.8M2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED7,1485,835+1,313+23%$978.6K$1.2M+$187.0K2026-11-03
Paradigm Asset Management Co LLC
DECREASED7,1007,900-800-10%$1.3M$1.2M-$167.2K2026-11-05
Frank, Rimerman Advisors LLC
DECREASED7,0367,067-310%$1.2M$1.1M-$37.9K2026-10-16
Live Oak Investment Partners
INCREASED7,0116,887+124+2%$1.2M$1.1M-$11.8K2026-10-23
SkyOak Wealth, LLC
UNCHANGED6,9296,92900%$1.2M$1.1M-$32.2K2026-10-28
Demars Financial Group, LLC
NEW6,881—+6,881——$1.1M—2026-10-22
LexAurum Advisors, LLC
DECREASED6,8527,170-318-4%$1.2M$1.1M-$85.3K2026-10-19
Gratus Wealth Advisors, LLC
DECREASED6,8197,014-195-3%$1.2M$1.1M-$64.4K2026-10-26
KCM Investment Advisors LLC
DECREASED6,8077,949-1,142-14%$1.3M$1.1M-$223.2K2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED6,7516,755-40%$1.1M$1.1M-$32.1K2026-10-16
Karras Company, Inc.
DECREASED6,6297,285-656-9%$1.2M$1.1M-$140.8K2026-10-16
Chesapeake Wealth Management
INCREASED6,6196,611+8+0%$1.1M$1.1M-$29.4K2026-11-09
Waycross Partners, LLC
NEW6,601—+6,601——$1.1M—2026-11-03
Synergy Asset Management, LLC
DECREASED6,5997,308-709-10%$1.2M$1.1M-$149.6K2026-11-05
Americana Partners, LLC
DECREASED6,5838,810-2,227-25%$1.5M$1.1M-$404.1K2026-10-28
Global Trust Wealth Management LLC
INCREASED6,5806,556+24+0%$1.1M$1.1M-$26.6K2026-10-14
EPG Wealth Management LLC
INCREASED6,5595,715+844+15%$958.6K$1.1M+$111.0K2026-11-03
180 Wealth Advisors, LLC
DECREASED6,4837,151-668-9%$1.2M$1.1M-$142.2K2026-11-03
MGO One Seven LLC
INCREASED6,4755,861+614+10%$983.0K$1.1M+$72.9K2026-10-28
RFG Advisory, LLC
INCREASED6,4515,595+856+15%$938.5K$1.1M+$113.5K2026-11-03
First Citizens Bank & Trust Co
INCREASED6,4011,302+5,099+392%$218.4K$1.0M+$825.5K2026-10-14
Prentiss Smith & Co Inc
UNCHANGED6,3946,39400%$1.1M$1.0M-$29.7K2026-10-27
Oak Thistle LLC
NEW6,351—+6,351——$1.0M—2026-10-21
Blue Trust, Inc.
DECREASED6,3397,413-1,074-14%$1.2M$1.0M-$209.7K2026-10-15
Atlas Capital Advisors Inc.
DECREASED6,3357,578-1,243-16%$1.3M$150.5K-$1.1M2026-11-09
EverSource Wealth Advisors, LLC
DECREASED6,2588,358-2,100-25%$1.4M$1.0M-$381.4K2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED6,2586,305-47-1%$1.1M$1.0M-$37.1K2026-10-19
Waldron Private Wealth LLC
DECREASED6,2576,401-144-2%$1.1M$1.0M-$53.3K2026-11-02
Summit Wealth Group LLC / Co
NEW6,169—+6,169——$1.0M—2026-10-29
Herold Advisors, Inc.
INCREASED6,1374,592+1,545+34%$772.0K$1.0M+$228.8K2026-10-19
BankPlus Trust Department
INCREASED6,0865,764+322+6%$966.8K$992.5K+$25.7K2026-11-06
Legacy Financial Strategies, LLC
INCREASED6,0265,962+64+1%$1.0M$982.7K-$17.3K2026-10-15
Jmac Enterprises LLC
INCREASED6,0004,100+1,900+46%$687.7K$978.5K+$290.8K2026-10-30
Cooper Financial Group
DECREASED5,9916,025-34-1%$1.0M$977.0K-$33.5K2026-10-07
Greykasell Wealth Strategies, Inc.
DECREASED5,9716,172-201-3%$1.0M$973.8K-$61.5K2026-11-09
West Family Investments, Inc.
INCREASED5,9614,534+1,427+31%$760.5K$972.1K+$211.6K2026-11-09
Canandaigua National Trust Co of Florida
NEW5,946—+5,946——$969.7K—2026-10-07
Alpha Family Trust
UNCHANGED5,9355,93500%$995.5K$995.5K$02026-11-04
Northern Financial Advisors Inc
DECREASED5,9046,185-281-5%$1.0M$962.8K-$74.6K2026-10-29
AMG National Trust Bank
DECREASED5,8815,907-260%$990.8K$959.1K-$31.7K2026-11-05
ARS Investment Partners, LLC
UNCHANGED5,8805,88000%$986.3K$958.9K-$27.3K2026-11-05
Summit Global Investments
INCREASED5,8654,715+1,150+24%$791.0K$956-$790.0K2026-10-28
Community Bank & Trust, Waco, Texas
DECREASED5,8405,847-70%$981.0K$952-$980.0K2026-10-19
Klein Pavlis & Peasley Financial, Inc.
INCREASED5,8352,016+3,819+189%$338.2K$951.6K+$613.4K2026-10-13
CX Institutional
INCREASED5,8055,793+12+0%$972$947-$252026-10-02
Petros Family Wealth, LLC
INCREASED5,7815,268+513+10%$883.6K$942.7K+$59.1K2026-10-28
Clearstead Advisors, LLC
INCREASED5,7465,724+22+0%$960.2K$937.1K-$23.1K2026-11-06
One Way Holdings LLC
DECREASED5,7145,724-100%$960.1K$931.8K-$28.2K2026-10-29
Weaver Capital Management LLC
DECREASED5,6619,366-3,705-40%$2.0M$923.2K-$1.0M2026-10-15
WealthTrust Asset Management, LLC
NEW5,635—+5,635——$919.0K—2026-10-22
Moody National Bank Trust Division
INCREASED5,5533,721+1,832+49%$624.1K$905.6K+$281.5K2026-10-06
Beacon Financial Advisory LLC
INCREASED5,4355,376+59+1%$901.6K$886.3K-$15.4K2026-10-16
Fisher Asset Management, LLC
INCREASED5,4341,438+3,996+278%$241.3K$886.2K+$644.9K2026-11-06
Avestar Capital, LLC
INCREASED5,3384,219+1,119+27%$707.7K$870.5K+$162.9K2026-10-28
Csenge Advisory Group
INCREASED5,2985,273+25+0%$884.4K$864.0K-$20.4K2026-11-04
Trust Asset Management LLC
UNCHANGED5,2895,28900%$887.1K$862.5K-$24.6K2026-11-03
Sowell Financial Services LLC
DECREASED5,2146,359-1,145-18%$1.1M$850.3K-$216.4K2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED5,1983,775+1,423+38%$633.2K$847.7K+$214.4K2026-10-05
Larson Financial Group LLC
DECREASED5,18324,790-19,607-79%$4.2M$845.2K-$3.3M2026-11-05
J.W. Cole Advisors, Inc.
INCREASED5,1564,827+329+7%$809.7K$840.8K+$31.1K2026-11-05
Challenger Wealth Management
DECREASED5,1555,314-159-3%$891.3K$840.7K-$50.6K2026-10-30
Legacy Bridge, LLC
DECREASED5,1295,189-60-1%$870.4K$836.4K-$33.9K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,1274,269+858+20%$716.0K$836.2K+$120.2K2026-10-23
IFP Advisors, Inc
INCREASED5,1264,766+360+8%$799.4K$835.9K+$36.5K2026-10-16
Parcion Private Wealth LLC
DECREASED5,1235,388-265-5%$903.7K$835.5K-$68.3K2026-10-28
Axxcess Wealth Management, LLC
INCREASED5,0995,027+72+1%$843.1K$831.6K-$11.5K2026-10-21
Compound Planning, Inc.
INCREASED5,0955,092+3+0%$854.1K$830.9K-$23.2K2026-11-09
Soltis Investment Advisors LLC
INCREASED5,0904,904+186+4%$822.6K$830.1K+$7.5K2026-10-28
Cullen T Bankers, Inc.
DECREASED5,05477,661-72,607-93%$13.0M$824.1K-$12.2M2026-10-28
Diversified Enterprises, LLC
DECREASED5,0166,520-1,504-23%$1.1M$818.0K-$275.6K2026-10-19
Mather Group, Llc.
DECREASED5,0095,394-385-7%$904.8K$816.9K-$87.9K2026-10-14
Aprio Wealth Management, LLC
INCREASED5,0071,687+3,320+197%$282.9K$816.5K+$533.6K2026-10-28
Pavion Blue Capital, LLC
UNCHANGED5,0005,00000%$838.7K$815.4K-$23.3K2026-11-05
Bank of Stockton
DECREASED4,9755,052-77-2%$847.4K$811.3K-$36.0K2026-10-20
Accurate Wealth Management, LLC
INCREASED4,9364,452+484+11%$834.1K$758.5K-$75.5K2026-10-20
Provident Investment Management, Inc.
NEW4,921—+4,921——$802.5K—2026-10-23
HUB Investment Partners, LLC
DECREASED4,87224,550-19,678-80%$4.1M$794.5K-$3.3M2026-11-03
Kenora Financial, LLC
DECREASED4,8335,348-515-10%$897.0K$788.2K-$108.9K2026-10-20
BCS Private Wealth Management, Inc.
INCREASED4,8003,600+1,200+33%$603.8K$782.8K+$179.0K2026-11-09
Fiduciary Financial Group, LLC
INCREASED4,7923,293+1,499+46%$552.3K$781.5K+$229.1K2026-10-13
WealthCare Asset Management, LLC
NEW4,788—+4,788——$780.8K—2026-10-26
Machina Capital S.A.S.
INCREASED4,7452,614+2,131+82%$438.4K$773.8K+$335.4K2026-11-05
R Squared Ltd
DECREASED4,7366,088-1,352-22%$1.0M$772.3K-$248.8K2026-11-06
Farmers & Merchants Investments Inc
INCREASED4,7304,443+287+6%$745.2K$771.4K+$26.1K2026-10-22
Patten & Patten Inc
INCREASED4,7254,561+164+4%$765.0K$770.6K+$5.5K2026-10-26
Argentarii, LLC
DECREASED4,7234,773-50-1%$852.4K$770.3K-$82.1K2026-10-28
Orrstown Financial Services Inc
DECREASED4,7184,830-112-2%$810.1K$769.4K-$40.7K2026-10-14
Sigma Planning Corp
INCREASED4,7154,534+181+4%$760.5K$769.0K+$8.5K2026-10-23
Cidel Asset Management Inc
INCREASED4,6673,875+792+20%$650.0K$761.1K+$111.1K2026-10-29
Legacy Wealth Asset Management, LLC
DECREASED4,6524,844-192-4%$812.5K$758.6K-$53.8K2026-10-09
Jeppson Wealth Management, LLC
INCREASED4,6331,252+3,381+270%$210.0K$755.6K+$545.6K2026-10-20
Carnegie Investment Counsel
DECREASED4,56533,873-29,308-87%$5.7M$744.5K-$4.9M2026-10-20
Cigna Investments Inc
DECREASED4,5654,604-39-1%$772.0K$744-$771.3K2026-10-19
New Wave Wealth Advisors LLC
NEW4,553—+4,553——$699.9K—2026-10-19
Heck Capital Advisors, LLC
INCREASED4,5534,338+215+5%$727.6K$742.5K+$14.9K2026-10-14
Brucke Financial, Inc.
DECREASED4,5035,515-1,012-18%$925.0K$734.3K-$190.7K2026-10-23
Simplicity Wealth,LLC
INCREASED4,4632,649+1,814+68%$444.3K$727.8K+$283.5K2026-10-23
Wedbush Securities Inc
DECREASED4,4356,674-2,239-34%$1.1M$723-$1.1M2026-10-22
PW Nova Financial Services LLC
DECREASED4,4185,939-1,521-26%$996.1K$720.4K-$275.6K2026-10-15
Daymark Wealth Partners, LLC
DECREASED4,3995,243-844-16%$879.4K$717.4K-$162.0K2026-11-04
Kathmere Capital Management, LLC
INCREASED4,3752,521+1,854+74%$422.8K$713.5K+$290.6K2026-10-20
Auxano Advisors, LLC
DECREASED4,3694,654-285-6%$780.6K$712.5K-$68.1K2026-11-06
Elyxium Wealth, LLC
DECREASED4,3054,311-60%$723.1K$702.1K-$21.0K2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED4,2864,594-308-7%$770.5K$698.9K-$71.6K2026-11-04
VestGen Advisors, LLC
DECREASED4,2775,826-1,549-27%$977.2K$697.5K-$279.7K2026-10-27
Pathway Financial Advisers, LLC
INCREASED4,2603,672+588+16%$616.0K$694.7K+$78.8K2026-10-27
WD Rutherford LLC
DECREASED4,2586,129-1,871-31%$1.0M$694.4K-$333.6K2026-10-26
Norden Group LLC
DECREASED4,2566,686-2,430-36%$1.1M$694.0K-$427.6K2026-10-20
Strategy Asset Managers LLC
INCREASED4,2434,109+134+3%$689.2K$691.9K+$2.7K2026-10-14
Baker Avenue Asset Management, LP
DECREASED4,2414,611-370-8%$773.4K$691.7K-$81.8K2026-11-06
Ascentis Independent Advisors
NEW4,198—+4,198——$684.7K—2026-11-03
Chicago Partners Investment Group LLC
DECREASED4,1848,890-4,706-53%$1.5M$613.2K-$901.8K2026-10-27
First National Trust Co
DECREASED4,1745,089-915-18%$853.6K$680.7K-$172.9K2026-10-28
Perigon Wealth Management, LLC
INCREASED4,1733,700+473+13%$620.5K$680.5K+$60.0K2026-10-22
denkapparat Operations GmbH
DECREASED4,1065,650-1,544-27%$947.7K$669.6K-$278.1K2026-11-09
HMS Capital Management, LLC
DECREASED4,0934,102-90%$688.0K$667.4K-$20.6K2026-10-20
Financial Solutions Advisory Group, Inc.
NEW4,084—+4,084——$649.8K—2026-10-28
Bingham Private Wealth, LLC
DECREASED4,0604,149-89-2%$695.8K$662.0K-$33.8K2026-11-05
Ellsworth Advisors, LLC
INCREASED4,0161,727+2,289+133%$324.1K$654.9K+$330.8K2026-10-15
Kintegral Advisory, LLC
INCREASED3,9983,976+22+1%$666.9K$652.0K-$14.9K2026-10-16
Meridian Financial Partners LLC
INCREASED3,9823,671+311+8%$688.8K$625.3K-$63.5K2026-10-23
Integrated Advisors Network LLC
DECREASED3,9624,112-150-4%$689.7K$646.2K-$43.6K2026-10-20
Natural Investments, LLC
INCREASED3,9572,397+1,560+65%$402.0K$645.3K+$243.3K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED3,9434,664-721-15%$782.3K$643.0K-$139.3K2026-10-13
Larry Mathis Financial Planning, LLC
DECREASED3,9424,229-287-7%$709.3K$642.9K-$66.5K2026-10-26
SteelPeak Wealth, LLC
DECREASED3,923171,871-167,948-98%$28.8M$639.7K-$28.2M2026-10-16
Prospera Financial Services Inc
DECREASED3,9214,132-211-5%$693.3K$613.7K-$79.6K2026-11-04
Personal CFO Solutions, LLC
DECREASED3,9004,118-218-5%$690.7K$636.1K-$54.7K2026-11-06
Crumly & Associates Inc.
INCREASED3,8833,825+58+2%$641.6K$633.2K-$8.3K2026-10-07
Independent Financial Group, LLC
INCREASED3,8723,251+621+19%$545.3K$631.4K+$86.2K2026-10-13
71 West Capital Partners
INCREASED3,8573,709+148+4%$622.1K$629.0K+$6.9K2026-11-04
Level Four Advisory Services, LLC
DECREASED3,8474,960-1,113-22%$832.0K$627.4K-$204.6K2026-11-06
Cookson Peirce & Co Inc
DECREASED3,82010,051-6,231-62%$1.7M$623.0K-$1.1M2026-10-30
Kornitzer Capital Management Inc
DECREASED3,7674,563-796-17%$765.4K$614.3K-$151.0K2026-11-03
Optas, LLC
DECREASED3,7353,831-96-3%$642.6K$609.1K-$33.5K2026-11-09
Spire Wealth Management
INCREASED3,717681+3,036+446%$114.2K$606.2K+$492.0K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED3,6924,538-846-19%$761.2K$602.1K-$159.1K2026-10-23
Aljian Capital Management, LLC
INCREASED3,6153,604+11+0%$604.4K$589.5K-$15.0K2026-10-28
Krilogy Financial LLC
DECREASED3,6085,843-2,235-38%$980.0K$547.9K-$432.1K2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED3,5762,361+1,215+51%$396.0K$583.2K+$187.2K2026-10-16
RAM Investment Partners, LLC
NEW3,575—+3,575——$583.0K—2026-10-21
Trust Co of Vermont
DECREASED3,55419,443-15,889-82%$3.3M$579.6K-$2.7M2026-10-21
Argent Trust Co
INCREASED3,5443,499+45+1%$586.9K$578.0K-$8.9K2026-11-09
TD Private Client Wealth LLC
DECREASED3,4725,740-2,268-40%$962.7K$566.2K-$396.6K2026-10-28
Richardson Financial Services Inc.
DECREASED3,4474,869-1,422-29%$816.7K$562.1K-$254.5K2026-10-30
TSG Advice Partners, LLC
NEW3,426—+3,426——$574.6K—2026-10-29
Joel Isaacson & Co., LLC
INCREASED3,4123,079+333+11%$516.4K$556.5K+$40.0K2026-11-05
Delta Investment Management, LLC
DECREASED3,4013,403-20%$570.8K$554.6K-$16.3K2026-11-09
Premier Path Wealth Partners, LLC
INCREASED3,3693,068+301+10%$514.6K$549.4K+$34.8K2026-10-16
Alta Advisers Ltd
INCREASED3,3631,900+1,463+77%$318.7K$548.4K+$229.8K2026-11-02
Davis Capital Management
INCREASED3,3501,852+1,498+81%$310.6K$546.3K+$235.7K2026-10-08
Catalyst Financial Partners LLC
DECREASED3,3233,470-147-4%$582.0K$541.9K-$40.1K2026-11-06
Pinnacle Wealth Management Group, Inc.
UNCHANGED3,3103,31000%$555.2K$539.8K-$15.4K2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED3,2993,227+72+2%$541.2K$538.0K-$3.2K2026-10-26
Nilsine Partners, LLC
DECREASED3,2963,431-135-4%$575.5K$537.5K-$38.0K2026-11-02
Trust Point Inc.
INCREASED3,2882,928+360+12%$491.1K$536.2K+$45.1K2026-10-27
Cypress Capital Group
UNCHANGED3,2793,27900%$550.0K$534.7K-$15.2K2026-11-03
First Affirmative Financial Network
NEW3,264—+3,264——$532.3K—2026-10-21
Penobscot Investment Management Company, Inc.
DECREASED3,1703,980-810-20%$667.6K$517.0K-$150.6K2026-10-26
W.H. Cornerstone Investments Inc.
DECREASED3,1513,164-130%$530.7K$513.8K-$16.9K2026-11-03
Legacy Capital Group California, Inc.
DECREASED3,1383,192-54-2%$535.4K$511.7K-$23.7K2026-11-09
South Shore Capital Advisors
INCREASED3,1242,310+814+35%$387.5K$744.6K+$357.2K2026-10-20
Ninety One UK Ltd
NEW3,121—+3,121——$509.0K—2026-10-15
WealthPLAN Partners, LLC
INCREASED3,1172,397+720+30%$402.1K$508.3K+$106.2K2026-10-15
Cornerstone Wealth Management, LLC
INCREASED3,1052,841+264+9%$476.5K$506.4K+$29.8K2026-11-04
KPP Advisory Services LLC
INCREASED3,0962,936+160+5%$492.5K$504.9K+$12.4K2026-10-26
MBL Wealth, LLC
INCREASED3,0911,504+1,587+106%$252.3K$504.1K+$251.8K2026-10-22
Centennial Bank
INCREASED3,0883,056+32+1%$512.6K$503.6K-$9.0K2026-11-09
Burney Co/
DECREASED3,0623,118-56-2%$523.0K$499.4K-$23.6K2026-10-15
Supplemental Annuity Collective Trust of NJ
INCREASED3,0542,985+69+2%$500.7K$498.0K-$2.6K2026-11-02
Visionary Horizons, LLC
DECREASED3,0513,100-49-2%$520.1K$497.6K-$22.4K2026-10-22
Aries Wealth Management
DECREASED3,0503,265-215-7%$547.6K$497.4K-$50.2K2026-10-23
Ignite Planners, LLC
INCREASED3,0032,819+184+7%$473.5K$495.0K+$21.5K2026-10-14
Mattern Wealth Management LLC
DECREASED3,0003,035-35-1%$509.1K$489.2K-$19.8K2026-11-04
ZWJ Investment Counsel Inc
DECREASED2,9943,014-20-1%$505.5K$488.3K-$17.3K2026-10-15
Seelaus Asset Management LLC
DECREASED2,9743,147-173-5%$527.8K$485.0K-$42.8K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED2,9552,990-35-1%$502.0K$482-$501.5K2026-11-02
Interchange Capital Partners, LLC
DECREASED2,9483,076-128-4%$515.8K$482.3K-$33.5K2026-10-28
R2 Capital Strategies, LLC
DECREASED2,9452,997-52-2%$502.8K$480.2K-$22.5K2026-10-15
LifePlan Financial, LLC
INCREASED2,9432,716+227+8%$455.6K$504.2K+$48.6K2026-10-13
Fulton Bank, N.A.
DECREASED2,9414,343-1,402-32%$728.5K$479.6K-$248.8K2026-10-14
Legacy Financial Advisors, Inc.
DECREASED2,9133,453-540-16%$579.1K$475.0K-$104.1K2026-11-09
PFG Private Wealth Management, LLC
INCREASED2,9032,373+530+22%$398.0K$473.4K+$75.4K2026-10-15
Fiduciary Family Office, LLC
DECREASED2,8933,017-124-4%$506.1K$471.7K-$34.4K2026-11-04
Montecito Bank & Trust
INCREASED2,8262,811+15+1%$471.5K$460.9K-$10.6K2026-10-01
HighPoint Advisor Group LLC
INCREASED2,7981,425+1,373+96%$239.0K$456.3K+$217.3K2026-11-09
Total Wealth Planning & Management, Inc.
DECREASED2,7317,051-4,320-61%$1.2M$445.4K-$737.3K2026-10-23
PDS Planning, Inc
DECREASED2,7202,729-90%$457.7K$443.5K-$14.2K2026-11-03
Legacy Private Trust Co.
INCREASED2,7102,625+85+3%$440.3K$441.9K+$1.7K2026-10-06
Pinnacle Wealth Planning Services, Inc.
DECREASED2,7092,792-83-3%$468.3K$441.8K-$26.5K2026-10-27
Calamos Wealth Management LLC
INCREASED2,7022,598+104+4%$435.8K$440.6K+$4.9K2026-11-02
Private Trust Co NA
INCREASED2,6992,300+399+17%$385.8K$440.2K+$54.4K2026-10-20
Crestwood Advisors Group, LLC
DECREASED2,6853,570-885-25%$598.9K$437.9K-$161.0K2026-10-27
Cape ANN Savings Bank
DECREASED2,6342,919-285-10%$489.6K$429.6K-$60.1K2026-11-09
Wealthcare Advisory Partners LLC
INCREASED2,6291,711+918+54%$287.0K$428.7K+$141.7K2026-10-21
Aaron Wealth Advisors LLC
DECREASED2,6093,259-650-20%$546.6K$425.5K-$121.2K2026-10-13
Schear Investment Advisers, LLC
DECREASED2,6064,239-1,633-39%$711.0K$425.1K-$285.9K2026-10-14
Tempo Wealth, LLC
INCREASED2,6062,526+80+3%$423.7K$425.1K+$1.4K2026-10-14
Kuhn & Co Investment Counsel
INCREASED2,6062,598+8+0%$435.8K$425.0K-$10.8K2026-10-29
Moors & Cabot, Inc.
INCREASED2,5982,473+125+5%$414.8K$423.7K+$8.9K2026-11-06
Mechanics Financial Corp
INCREASED2,5802,541+39+2%$426.2K$420.7K-$5.5K2026-11-05
V-Square Quantitative Management LLC
INCREASED2,5712,027+544+27%$340.0K$419.3K+$79.3K2026-10-15
Fire Capital Management LLC
INCREASED2,5682,061+507+25%$345.7K$418.8K+$73.1K2026-10-27
Moneco Advisors, LLC
DECREASED2,5412,679-138-5%$449.4K$414.4K-$35.0K2026-11-05
Athena Wealth Management, LLC
DECREASED2,5152,642-127-5%$443.1K$410.2K-$32.9K2026-10-09
Angeles Wealth Management, LLC
DECREASED2,5103,804-1,294-34%$638.0K$409.3K-$228.7K2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED2,5102,51000%$421.0K$409.3K-$11.7K2026-10-06
Bullock Wealth Management Group
INCREASED2,5082,473+35+1%$428.1K$405.6K-$22.5K2026-10-09
WBH Advisory Inc
UNCHANGED2,5062,50600%$420.3K$408.7K-$11.7K2026-11-05
Quent Capital, LLC
DECREASED2,5042,789-285-10%$467.8K$404.8K-$63.0K2026-11-09
Valeo Financial Advisors, LLC
DECREASED2,4902,709-219-8%$454.8K$406.1K-$48.8K2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED2,4721,797+675+38%$301.4K$403.1K+$101.8K2026-10-08
Madrona Financial Services, LLC
NEW2,441—+2,441——$398.1K—2026-10-23
Roman Butler Fullerton & Co
DECREASED2,4262,524-98-4%$475.6K$378.8K-$96.8K2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED2,3992,711-312-12%$454.7K$391.2K-$63.5K2026-10-05
SYM Financial Corp
DECREASED2,3922,499-107-4%$419.2K$390.1K-$29.1K2026-10-26
Revisor Wealth Management LLC
INCREASED2,3792,305+74+3%$386.5K$381.7K-$4.9K2026-10-20
Breakwater Capital Group
DECREASED2,3652,371-60%$397.7K$385.7K-$12.0K2026-10-09
CWA Asset Management Group, LLC
DECREASED2,3253,459-1,134-33%$580.2K$379.2K-$201.0K2026-10-19
Turtle Creek Wealth Advisors, LLC
INCREASED2,3051,966+339+17%$329.8K$375.9K+$46.1K2026-10-15
Stackstone Wealth, LLC
NEW2,297—+2,297——$374.6K—2026-10-19
McAdam, LLC
INCREASED2,2852,102+183+9%$352.6K$372.7K+$20.1K2026-10-21
BankPlus Wealth Management LLC
DECREASED2,2622,333-71-3%$391.4K$368.8K-$22.6K2026-10-13
Eastern Bank
UNCHANGED2,2592,25900%$378.9K$368.4K-$10.5K2026-10-05
Freestate Advisors LLC
DECREASED2,2582,283-25-1%$383.0K$368.2K-$14.8K2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED2,2572,339-82-4%$392.3K$368.1K-$24.2K2026-10-27
Parkside Financial Bank & Trust
INCREASED2,2302,173+57+3%$364.5K$363.7K-$8082026-10-27
Resonant Capital Advisors, LLC
INCREASED2,2071,902+305+16%$319.0K$359.9K+$40.9K2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED2,1951,786+409+23%$299.6K$358.0K+$58.4K2026-10-21
SBI Securities Co., Ltd.
DECREASED2,1932,524-331-13%$423.4K$357.6K-$65.7K2026-10-22
Conning Inc.
UNCHANGED2,1752,17500%$364.8K$354.7K-$10.1K2026-10-27
Rosenberg Matthew Hamilton
INCREASED2,1681,735+433+25%$291.0K$353.6K+$62.5K2026-10-05
Horizon Advisory Services, Inc.
INCREASED2,1591,942+217+11%$325.7K$352.1K+$26.4K2026-10-29
Narwhal Capital Management
DECREASED2,1565,189-3,033-58%$870.4K$351.6K-$518.8K2026-11-04
Nations Financial Group Inc,
INCREASED2,1362,122+14+1%$355.9K$348.3K-$7.6K2026-11-05
Gerald Baker Financial Group LLC
INCREASED2,1272,115+12+1%$354.8K$346.9K-$7.9K2026-10-09
RMR Wealth Builders
INCREASED2,0912,076+15+1%$348.2K$341.0K-$7.3K2026-10-22
Certuity, LLC
DECREASED2,0902,429-339-14%$407.4K$340.8K-$66.6K2026-11-02
Childress Capital Advisors, LLC
DECREASED2,0782,340-262-11%$392.4K$338.9K-$53.6K2026-10-28
Platform Technology Partners
INCREASED2,0671,592+475+30%$267.0K$337.1K+$70.1K2026-11-02
St. Louis Financial Planners Asset Management, LLC
NEW2,066—+2,066——$372.9K—2026-10-16
M Holdings Securities, Inc.
NEW2,060—+2,060——$331—2026-11-03
IFG Advisory, LLC
INCREASED2,0531,840+213+12%$308.6K$334.8K+$26.3K2026-11-09
Phoenix Financial Ltd.
INCREASED2,0501,500+550+37%$250.8K$335.4K+$84.5K2026-11-09
Darwin Wealth Management, LLC
INCREASED2,0241,650+374+23%$276.8K$330.1K+$53.3K2026-11-09
Pinion Investment Advisors, LLC
DECREASED2,0143,540-1,526-43%$593.8K$328.4K-$265.3K2026-11-04
King Luther Capital Management Corp
DECREASED2,0112,122-111-5%$355.9K$328.0K-$28.0K2026-11-05
SGL Investment Advisors, Inc.
DECREASED2,0062,053-47-2%$365.8K$325.0K-$40.9K2026-11-09
Foguth Wealth Management, Llc.
INCREASED1,9981,986+12+1%$388.5K$317.8K-$70.7K2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED1,9872,017-30-1%$338.3K$324.0K-$14.3K2026-10-13
Solstein Capital, LLC
UNCHANGED1,9741,97400%$331.1K$321.9K-$9.2K2026-11-02
Broadway Wealth Solutions, Inc.
INCREASED1,9561,801+155+9%$302.0K$319.1K+$17.1K2026-10-21
Midwest Trust Co
INCREASED1,9541,721+233+14%$288.7K$318.7K+$30.0K2026-10-22
XXI Wealth, LLC
NEW1,952—+1,952——$318.3K—2026-10-22
Nemes Rush Group LLC
DECREASED1,94911,402-9,453-83%$1.9M$317.9K-$1.6M2026-11-04
Curated Wealth Partners LLC
NEW1,939—+1,939——$316.2K—2026-10-15
Eagle Wealth Advisors LLC
INCREASED1,9281,883+45+2%$315.8K$314.4K-$1.4K2026-10-20
Carrera Capital Advisors
DECREASED1,90221,586-19,684-91%$3.6M$310.1K-$3.3M2026-11-03
Tran Capital Management, L.P.
DECREASED1,8982,248-350-16%$377.1K$309.5K-$67.5K2026-10-19
Net Worth Advisory Group
INCREASED1,8961,335+561+42%$224.0K$306.6K+$82.6K2026-10-20
Toth Financial Advisory Corp
INCREASED1,8851,879+6+0%$315.2K$307.4K-$7.8K2026-10-08
Klingman & Associates, LLC
INCREASED1,8791,421+458+32%$238.3K$306.4K+$68.1K2026-10-20
Colonial River Investments, LLC
DECREASED1,8571,936-79-4%$324.7K$302.8K-$21.9K2026-10-19
Pacific Sage Partners, LLC
INCREASED1,8491,702+147+9%$285.5K$301.5K+$16.1K2026-10-21
Everhart Financial Group, Inc.
INCREASED1,8401,567+273+17%$262.8K$300.1K+$37.2K2026-10-08
Cromwell Holdings LLC
DECREASED1,8401,870-30-2%$313.7K$300.1K-$13.6K2026-10-28
Legacy Wealth Partners, LLC
NEW1,826—+1,826——$297.8K—2026-10-15
SouthState Bank Corp
DECREASED1,8194,225-2,406-57%$708.7K$296.6K-$412.0K2026-11-09
Hamilton Capital, LLC
DECREASED1,8032,272-469-21%$381.1K$294.0K-$87.1K2026-10-08
Arlington Trust Co LLC
INCREASED1,79472+1,722+2392%$12.1K$292.6K+$280.5K2026-10-20
Canvas Wealth Advisors, LLC
DECREASED1,7931,854-61-3%$311.0K$264.1K-$46.9K2026-11-02
Strive Financial Group,LLC
INCREASED1,7911,416+375+26%$237.5K$292.1K+$54.5K2026-11-09
Sunbeam Capital Management, LLC
DECREASED1,7911,885-94-5%$316.2K$292.2K-$24.1K2026-11-05
Advisor OS, LLC
DECREASED1,7873,028-1,241-41%$507.9K$291.5K-$216.4K2026-11-03
Jacobi Capital Management LLC
INCREASED1,7841,604+180+11%$269.1K$290.9K+$21.9K2026-11-05
Trust Co of Toledo NA
DECREASED1,7691,870-101-5%$313.7K$288.5K-$25.2K2026-10-16
SmartHarvest Portfolios, LLC
DECREASED1,7462,488-742-30%$417.3K$284.7K-$132.6K2026-10-26
Tempus Wealth Planning, LLC
INCREASED1,7391,280+459+36%$214.7K$283.6K+$68.9K2026-10-14
QTR Family Wealth, LLC
INCREASED1,7171,649+68+4%$276.5K$279.9K+$3.4K2026-11-02
Alpha Zero LLC
DECREASED1,7121,817-105-6%$350.4K$279.2K-$71.2K2026-11-06
Indivisible Partners
INCREASED1,7091,383+326+24%$232.0K$278.7K+$46.7K2026-10-26
Werba Rubin Papier Wealth Management
INCREASED1,7051,518+187+12%$254.6K$278.0K+$23.4K2026-11-06
Quantum Financial Advisors, LLC
INCREASED1,7031,626+77+5%$272.8K$277.8K+$5.0K2026-11-03
Convergence Investment Partners, LLC
NEW1,690—+1,690——$275.7K—2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED1,6821,853-171-9%$310.8K$274.3K-$36.5K2026-11-05
Appleton Partners Inc
DECREASED1,6761,846-170-9%$310.0K$273-$309.7K2026-10-30
Aspiriant, LLC
DECREASED1,6761,762-86-5%$295.5K$273.3K-$22.2K2026-10-16
United Advisor Group, LLC
INCREASED1,6671,243+424+34%$208.5K$271.9K+$63.4K2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED1,6642,314-650-28%$388.1K$271.4K-$116.8K2026-10-21
Koshinski Asset Management, Inc.
DECREASED1,6631,746-83-5%$292.8K$271.1K-$21.7K2026-10-29
Victory Financial Group, LLC
DECREASED1,6601,735-75-4%$291.0K$270.7K-$20.3K2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED1,6461,726-80-5%$289.4K$268.5K-$21.0K2026-10-16
Signal Advisors Wealth, LLC
DECREASED1,6391,648-9-1%$276.4K$267.3K-$9.0K2026-10-13
Institute for Wealth Management, Llc.
UNCHANGED1,6321,63200%$273.7K$266.1K-$7.6K2026-11-06
Mcdonald Partners LLC
INCREASED1,6301,555+75+5%$260.8K$265.8K+$5.0K2026-11-03
MBA Advisors LLC
DECREASED1,6001,659-59-4%$278.3K$260.9K-$17.3K2026-10-29
Versant Capital Management, Inc
INCREASED1,5971,516+81+5%$254.3K$260.4K+$6.2K2026-10-02
Moss Adams Wealth Advisors LLC
DECREASED1,5961,856-260-14%$311.4K$260.2K-$51.1K2026-10-28
Clear Creek Financial Management, LLC
DECREASED1,5952,127-532-25%$356.8K$260.1K-$96.6K2026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED1,5741,844-270-15%$68.2K$255-$68.0K2026-11-04
Gryphon Financial Partners LLC
DECREASED1,5561,923-367-19%$322.5K$253.7K-$68.8K2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED1,5321,747-215-12%$293.0K$249.8K-$43.2K2026-10-23
NBT Bank, N.A.
DECREASED1,5251,554-29-2%$260.7K$248.7K-$12.0K2026-10-21
Income Insurance Ltd
UNCHANGED1,5251,52500%$255.8K$248.7K-$7.1K2026-10-21
Anchyra Partners LLC
INCREASED1,5231,514+9+1%$253.9K$248.4K-$5.6K2026-10-13
1900 Wealth Management LLC
INCREASED1,5201,518+2+0%$254.6K$247.9K-$6.7K2026-10-13
Avior Wealth Management, LLC
INCREASED1,5171,425+92+6%$239.0K$247.4K+$8.4K2026-10-13
Procyon Advisors, LLC
DECREASED1,5152,203-688-31%$369.5K$247.1K-$122.4K2026-10-21
Swiss RE LTD
INCREASED1,509918+591+64%$154.0K$246.1K+$92.1K2026-11-06
Facet Wealth, Inc.
NEW1,499—+1,499——$244.5K—2026-11-04
Capital Investment Advisory Services, LLC
NEW1,494—+1,494——$243.8K—2026-10-30
Triad Wealth Partners, LLC
DECREASED1,4851,855-370-20%$328.5K$242.2K-$86.3K2026-10-26
Lmcg Investments, LLC
DECREASED1,46827,176-25,708-95%$4.6M$239.4K-$4.3M2026-10-21
Accel Wealth Management
INCREASED1,4641,459+5+0%$244.7K$238.7K-$6.0K2026-10-13
3Chopt Investment Partners, LLC
INCREASED1,4581,321+137+10%$221.6K$237.8K+$16.2K2026-10-30
Woodward Diversified Capital, LLC
INCREASED1,4571,413+44+3%$236.9K$237.7K+$7162026-10-21
Delta Financial Advisors LLC
INCREASED1,4551,454+1+0%$243.9K$237.2K-$6.7K2026-10-27
Legacy Advisors, LLC
DECREASED1,4521,730-278-16%$290.2K$236.8K-$53.4K2026-10-19
Wallace Hart LLC
UNCHANGED1,4441,44400%$242.2K$235.5K-$6.7K2026-11-09
Symphony Financial, Ltd. Co.
NEW1,443—+1,443——$235.6K—2026-10-22
Rose Capital Advisors LLC
NEW1,442—+1,442——$235.3K—2026-11-04
AGH Wealth Advisors, LLC
DECREASED1,4401,630-190-12%$273.4K$234.8K-$38.6K2026-10-26
Chiron Capital Management, LLC
UNCHANGED1,4291,42900%$239.7K$233.0K-$6.6K2026-10-15
International Assets Investment Management, LLC
INCREASED1,4281,038+390+38%$179.6K$230.9K+$51.3K2026-11-02
Kingswood Wealth Advisors, LLC
NEW1,426—+1,426——$232.5K—2026-10-23
Tritonpoint Wealth, LLC
DECREASED1,4001,804-404-22%$302.7K$228.4K-$74.3K2026-10-19
Wendell David Associates Inc
DECREASED1,3951,478-83-6%$248.0K$227-$247.8K2026-10-27
Cerro Pacific Wealth Advisors LLC
DECREASED1,3871,452-65-4%$243.5K$226.3K-$17.2K2026-10-22
Brady Martz Wealth Solutions, LLC
NEW1,382—+1,382——$225.4K—2026-11-05
Tannin Capital LLC
NEW1,368—+1,368——$223.1K—2026-11-05
Provenance Wealth Advisors, LLC
INCREASED1,36519+1,346+7084%$3.2K$222.6K+$219.4K2026-10-30
Capital Investment Advisors, LLC
DECREASED1,3581,722-364-21%$288.8K$221.5K-$67.3K2026-10-22
Cottage Street Advisors LLC
INCREASED1,3571,201+156+13%$201.4K$221.3K+$19.9K2026-10-19
MW Advisory, LLC
NEW1,345—+1,345——$219.3K—2026-10-19
Root Financial Partners, LLC
DECREASED1,3452,073-728-35%$347.6K$219.3K-$128.4K2026-10-21
Fiduciary Alliance LLC
DECREASED1,3441,668-324-19%$279.8K$219.2K-$60.5K2026-10-13
Summit Securities Group LLC
NEW1,340—+1,340——$218.5K—2026-11-05
Piedmont Capital Management, LLC
DECREASED1,3331,419-86-6%$238.0K$217.4K-$20.6K2026-10-21
SAX Wealth Advisors, LLC
INCREASED1,3271,229+98+8%$258.2K$216.5K-$41.8K2026-10-13
Claro Advisors Inc.
NEW1,326—+1,326——$216.3K—2026-11-02
Legacy Financial Independent Advisors LLC
UNCHANGED1,3231,32300%$221.9K$215.8K-$6.2K2026-11-02
Old Port Advisors
NEW1,294—+1,294——$211.0K—2026-10-23
Centennial Wealth Advisory LLC
INCREASED1,2841,270+14+1%$213.0K$209.4K-$3.6K2026-10-16
Mainsail Financial Group, LLC
DECREASED1,2723,512-2,240-64%$589.1K$207.4K-$381.6K2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED1,2671,335-68-5%$232.2K$206.7K-$25.5K2026-10-13
Skyline Advisors, Inc.
DECREASED1,2631,873-610-33%$314.2K$206.0K-$108.2K2026-11-03
Regent Peak Wealth Advisors LLC
INCREASED1,2591,227+32+3%$205.8K$205.3K-$4882026-10-13
Yelin Lapidot Holdings Management Ltd.
DECREASED1,2581,297-39-3%$217.5K$205.2K-$12.4K2026-10-26
Essential Partners LLC
DECREASED1,2572,110-853-40%$353.9K$205.0K-$148.9K2026-10-14
Shelton Wealth Management, LLC
DECREASED1,2348,673-7,439-86%$1.5M$201.2K-$1.3M2026-10-16
Tcfg Investment Advisors, LLC
DECREASED1,2331,238-50%$207.7K$201.1K-$6.6K2026-10-20
Oakworth Capital, Inc.
UNCHANGED1,1991,19900%$203.4K$195.5K-$7.9K2026-10-26
Deseret Mutual Benefit Administrators
INCREASED1,1831,042+141+14%$174.8K$192.9K+$18.1K2026-11-04
State of Wyoming
INCREASED1,178742+436+59%$124.5K$192.1K+$67.7K2026-10-28
Pinnacle Bancorp, Inc.
INCREASED1,170960+210+22%$161.0K$190.8K+$29.8K2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW1,154—+1,154——$188.3K—2026-10-16
Trust Co
INCREASED1,1221,088+34+3%$182.5K$183.0K+$4862026-10-09
Intesa Sanpaolo Wealth Management
INCREASED1,121537+584+109%$90.1K$182.8K+$92.7K2026-10-28
Zions Bancorporation, National Association
DECREASED1,1201,271-151-12%$213.2K$182.7K-$30.5K2026-11-06
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED1,0781,07800%$180.8K$175.8K-$5.0K2026-10-26
Creative Financial Designs Inc
DECREASED1,0411,072-31-3%$179.8K$169.8K-$10.0K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED1,0251,02500%$171.9K$167.2K-$4.8K2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED1,024949+75+8%$159.2K$167.0K+$7.8K2026-10-16
NBH Bank
INCREASED1,023946+77+8%$158.7K$166.8K+$8.2K2026-11-05
MV Capital Management, Inc.
INCREASED1,018561+457+81%$94.1K$166.0K+$71.9K2026-10-29
Compass Wealth Management LLC
DECREASED1,0172,282-1,265-55%$382.8K$165.9K-$216.9K2026-10-22
Costello Asset Management, Inc
DECREASED1,0151,093-78-7%$183.3K$165.5K-$17.8K2026-10-30
Evermay Wealth Management LLC
DECREASED9681,108-140-13%$185.8K$157.9K-$28.0K2026-11-05
GHP Investment Advisors, Inc.
DECREASED9671,284-317-25%$215.4K$157.7K-$57.7K2026-10-15
Harbor Investment Advisory, LLC
DECREASED9371,223-286-23%$205.1K$152.8K-$52.3K2026-10-13
CoreCap Advisors, LLC
DECREASED936997-61-6%$167.3K$152.7K-$14.6K2026-10-08
True Wealth Design, LLC
DECREASED9351,038-103-10%$174.1K$152.5K-$21.6K2026-10-13
Dogwood Wealth Management LLC
DECREASED914930-16-2%$156.0K$149.1K-$6.9K2026-11-09
Golden State Wealth Management, LLC
INCREASED907845+62+7%$141.8K$148.0K+$6.2K2026-11-02
Manchester Capital Management LLC
INCREASED880865+15+2%$145.1K$143.5K-$1.6K2026-10-22
GK Wealth Management LLC
NEW838—+838——$136.6K—2026-10-09
SJS Investment Consulting Inc.
INCREASED828415+413+100%$69.6K$135.0K+$65.4K2026-10-26
Grove Bank & Trust
INCREASED784746+38+5%$125.1K$127.9K+$2.7K2026-10-08
10Elms LLP
INCREASED741641+100+16%$107.5K$120.8K+$13.3K2026-11-06
GoalVest Advisory LLC
UNCHANGED73473400%$123.1K$119.7K-$3.4K2026-10-02
Rossby Financial, LCC
DECREASED719768-49-6%$128.8K$117.3K-$11.6K2026-11-05
Rothwell Investment Advisors, LLC
NEW717—+717——$116.9K—2026-11-06
Bell Investment Advisors, Inc
INCREASED703361+342+95%$60.6K$114.6K+$54.1K2026-10-29
WPG Advisers, LLC
DECREASED690706-16-2%$118.4K$112.5K-$5.9K2026-10-27
Atwood & Palmer Inc
INCREASED630330+300+91%$55.4K$102.7K+$47.4K2026-10-08
Groesbeck Investment Management Corp
DECREASED600662-62-9%$111$98-$132026-10-26
Clearstead Trust, LLC
INCREASED594522+72+14%$87.6K$96.9K+$9.3K2026-11-06
Triumph Capital Management
INCREASED585117+468+400%$19.6K$95.4K+$75.8K2026-10-14
Nfsg Corp
DECREASED585588-3-1%$98.7K$95.4K-$3.2K2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED58258200%$97.7K$95.0K-$2.7K2026-11-04
IFS Advisors, LLC
INCREASED55926+533+2050%$4.4K$91.2K+$86.9K2026-10-14
Activest Wealth Management
DECREASED538631-93-15%$105.8K$87.8K-$17.9K2026-10-15
Oslo Pensjonsforsikring AS
DECREASED537904-367-41%$151.6K$87.6K-$64.1K2026-10-15
Reap Financial Group, LLC
INCREASED533455+78+17%$76.4K$86.9K+$10.5K2026-11-02
Ascentis Wealth Management, LLC
DECREASED5231,738-1,215-70%$291.5K$85.3K-$206.2K2026-11-03
Sava Infond d.o.o.
UNCHANGED51551500%$86.4K$84.0K-$2.4K2026-10-28
Owl Creek Wealth Partners LLC
DECREASED504751-247-33%$126.0K$82.2K-$43.8K2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED50050000%$76.2K$71.9K-$4.3K2026-11-04
Westside Investment Management, Inc.
DECREASED480493-13-3%$82.7K$78.5K-$4.2K2026-11-02
AXS Investments LLC
INCREASED464370+94+25%$62.1K$75.7K+$13.6K2026-11-04
Rational Advisors, Inc.
INCREASED458402+56+14%$67.4K$74.7K+$7.3K2026-11-02
RMG Wealth Management LLC
UNCHANGED45545500%$80.6K$71.8K-$8.8K2026-10-26
Lodestone Wealth Management LLC
INCREASED452440+12+3%$73.8K$73.8K-$662026-10-14
Abound Wealth Management
INCREASED443396+47+12%$66.5K$72.3K+$5.8K2026-10-26
Winch Advisory Services, LLC
INCREASED436434+2+0%$72.8K$71.1K-$1.7K2026-11-06
Salomon & Ludwin, LLC
DECREASED423589-166-28%$101.9K$69.0K-$32.9K2026-10-29
Smithfield Trust Co
UNCHANGED42242200%$70$70$02026-11-09
Community Bank, N.A.
UNCHANGED42042000%$70.4K$68.5K-$2.0K2026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED41841800%$70.1K$68.2K-$1.9K2026-10-16
TFC Financial Management, Inc.
DECREASED4081,052-644-61%$176.5K$66.5K-$109.9K2026-10-26
Quintet Private Bank (Europe) S.A.
INCREASED400200+200+100%$33.5K$65.2K+$31.7K2026-10-08
Key FInancial Inc
INCREASED389378+11+3%$63.4K$63.4K+$362026-11-02
Laurel Wealth Advisors LLC
NEW386—+386——$62.9K—2026-10-27
CNB Bank
UNCHANGED38338300%$64.2K$62.5K-$1.8K2026-11-09
City State Bank
INCREASED382314+68+22%$52.7K$62.3K+$9.6K2026-10-20
Balance Wealth Partners LLC
NEW378—+378——$61.6K—2026-10-27
Hughes Financial Services, LLC
DECREASED375548-173-32%$91.9K$55.2K-$36.7K2026-10-30
West Branch Capital LLC
DECREASED374501-127-25%$84.1K$61.0K-$23.1K2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED341300+41+14%$50.0K$56-$49.9K2026-10-14
Evolution Wealth Management Inc.
DECREASED341353-12-3%$59.2K$55.6K-$3.6K2026-10-28
Catalyst Capital Advisors LLC
INCREASED337321+16+5%$53.8K$55.0K+$1.1K2026-11-02
Covestor Ltd
INCREASED327248+79+32%$42.0K$53-$41.9K2026-10-30
Center for Financial Planning, Inc.
INCREASED326249+77+31%$41.8K$53.2K+$11.4K2026-10-26
Mosley Wealth Management
INCREASED319248+71+29%$41.7K$50.0K+$8.4K2026-10-16
RHL Group, LLC
INCREASED31199+212+214%$16.6K$50.6K+$34.0K2026-11-04
First Command Advisory Services, Inc.
INCREASED30956+253+452%$9.4K$50.4K+$41.0K2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED305303+2+1%$50.8K$49.7K-$1.1K2026-10-28
JFS Wealth Advisors, LLC
INCREASED305303+2+1%$50.8K$49.7K-$1.1K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED3015,456-5,155-94%$915.1K$49.1K-$866.0K2026-10-07
Silver Grove Financial Group, Inc.
DECREASED301383-82-21%$64.3K$49.1K-$15.1K2026-11-05
Financial Network Wealth Advisors LLC
DECREASED299349-50-14%$58.5K$48.7K-$9.8K2026-10-28
Global Trust Asset Management, LLC
DECREASED283324-41-13%$54.3K$46.1K-$8.2K2026-10-19
Raleigh Capital Management Inc.
DECREASED282295-13-4%$49.4K$46.0K-$3.4K2026-10-28
Meriwether Wealth & Planning, LLC
NEW281—+281——$45.8K—2026-10-13
Capital Advisors, Ltd. LLC
DECREASED280294-14-5%$49$46-$32026-10-27
Murphy & Mullick Capital Management Corp
DECREASED273280-7-2%$47.0K$44.5K-$2.4K2026-11-02
Fortitude Family Office, LLC
INCREASED269211+58+27%$35.4K$43.9K+$8.5K2026-10-14
Creative Capital Management Investments LLC
DECREASED268271-3-1%$45.5K$43.7K-$1.8K2026-10-28
Byrne Asset Management LLC
INCREASED263246+17+7%$41.3K$42.5K+$1.3K2026-10-06
Nvwm, LLC
INCREASED25832+226+706%$5.4K$42.1K+$36.7K2026-10-14
PMV Capital Advisers, LLC
DECREASED258259-10%$43.4K$42.1K-$1.4K2026-11-09
Armstrong Advisory Group, Inc
UNCHANGED25025000%$41.9K$40.8K-$1.2K2026-10-09
Financial Management Professionals, Inc.
DECREASED241307-66-21%$51.5K$39.3K-$12.2K2026-10-23
Alpine Bank Wealth Management
INCREASED240214+26+12%$35.9K$39.1K+$3.2K2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED237228+9+4%$38.2K$38.7K+$4082026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED23723700%$41.8K$38.7K-$3.1K2026-10-01
Buck Wealth Strategies, LLC
DECREASED230237-7-3%$39.7K$37.5K-$2.2K2026-10-28
Compass Financial Management LLC
INCREASED223222+1+0%$37.2K$36.4K-$8662026-10-30
Valued Wealth Advisors LLC
INCREASED219211+8+4%$35.4K$35.7K+$2822026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED212174+38+22%$29.2K$34.6K+$5.4K2026-10-15
Vision Financial Markets LLC
INCREASED209208+1+0%$35.8K$33.7K-$2.2K2026-10-22
Jnba Financial Advisors
UNCHANGED20520500%$34.4K$33.4K-$9532026-11-03
Tradewinds Capital Management, LLC
INCREASED204203+1+0%$34.1K$33.3K-$7552026-10-23
Monetary Solutions, Ltd
UNCHANGED20020000%$33.5K$32.6K-$9302026-10-22
DT Investment Partners, LLC
UNCHANGED18918900%$31.7K$30.8K-$8782026-10-27
Ares Financial Consulting, LLC
INCREASED188187+1+1%$31.4K$30.6K-$8422026-10-19
Vestor Capital, LLC
DECREASED18725,788-25,601-99%$10.8K$172-$10.7K2026-11-04
Towne Trust Company, N.a
NEW186—+186——$30.3K—2026-10-28
N.E.W. Advisory Services LLC
DECREASED181252-71-28%$42.3K$29.5K-$12.9K2026-11-09
Physician Wealth Advisors, Inc.
INCREASED178139+39+28%$23.4K$29.0K+$5.6K2026-10-20
Albion Financial Group
UNCHANGED17717700%$29.7K$28.9K-$8232026-10-21
StrongBox Wealth, LLC
INCREASED163141+22+16%$23.7K$26.6K+$2.9K2026-11-02
North Star Investment Management Corp.
INCREASED159142+17+12%$23.8K$25.9K+$2.1K2026-10-27
Private Wealth Management Group, LLC
DECREASED151156-5-3%$26.2K$24.6K-$1.5K2026-10-19
Paladin Partners, LLC
UNCHANGED15115100%$25.3K$24.6K-$7022026-10-06
Washington Trust Advisors, Inc.
INCREASED15090+60+67%$15.2K$24.4K+$9.2K2026-10-22
Burkett Financial Services, LLC
NEW149—+149——$24.3K—2026-10-01
MB, Levis & Associates, LLC
UNCHANGED14914900%$25.0K$24.3K-$6932026-10-16
Highland Investment Advisors LLC
DECREASED146177-31-18%$29.8K$23.9K-$5.9K2026-11-09
Barnes Dennig Private Wealth Management LLC
NEW145—+145——$23.6K—2026-10-30
Matrix Trust Co
INCREASED145115+30+26%$19$24+$52026-10-07
Rakuten Securities, Inc.
INCREASED14146+95+207%$7.7K$23.0K+$15.3K2026-11-02
Hoey Investments, Inc
NEW140—+140——$22.8K—2026-10-29
Bfsg, LLC
INCREASED140100+40+40%$16.8K$22.8K+$6.1K2026-10-30
Avion Wealth
DECREASED133140-7-5%$23$21-$22026-11-04
James T. Borello RIA
DECREASED131245-114-47%$41.1K$21.4K-$19.7K2026-10-16
Wolff Wiese Magana LLC
DECREASED131136-5-4%$22.8K$21.4K-$1.4K2026-10-15
Caldwell Sutter Capital, Inc.
DECREASED129154-25-16%$25.8K$21.1K-$4.7K2026-11-09
Plante Moran Financial Advisors, LLC
INCREASED12731+96+310%$5.2K$20.7K+$15.5K2026-11-04
Madden Securities Corp
NEW125—+125——$20.4K—2026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED124109+15+14%$18.3K$20.1K+$1.9K2026-11-02
Main Street Group, LTD
UNCHANGED12012000%$20.1K$19.6K-$5582026-10-28
High Note Wealth, LLC
INCREASED11596+19+20%$16.1K$18.8K+$2.7K2026-10-27
Signature Equity Partners, LLC
INCREASED114101+13+13%$17.0K$18.7K+$1.7K2026-10-29
Guardian Partners Inc.
UNCHANGED11211200%$18.8K$18.3K-$5212026-10-21
Tidemark, LLC
INCREASED111108+3+3%$18.1K$18.1K-$132026-11-09
Bank & Trust Co
UNCHANGED11111100%$18.6K$18.1K-$5162026-10-07
Archer Investment Corp
INCREASED106105+1+1%$17.7K$17.2K-$4062026-11-05
Migdal Insurance & Financial Holdings Ltd.
DECREASED1052,631-2,526-96%$441.3K$17.1K-$424.2K2026-11-09
First Financial Corp
UNCHANGED10510500%$17.6K$17.1K-$4892026-10-13
Highline Wealth Partners LLC
INCREASED104101+3+3%$16.9K$16.9K+$392026-10-19
Nova Financial LLC
NEW102—+102——$16.6K—2026-11-04
DeDora Capital, Inc.
NEW102—+102——$16.6K—2026-10-26
Gables Capital Management Inc.
UNCHANGED10010000%$16.8K$16.3K-$4652026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED10010000%$16.8K$16.3K-$4652026-11-03
West Paces Advisors Inc.
DECREASED97101-4-4%$16.9K$15.8K-$1.1K2026-10-13
Proathlete Wealth Management LLC
NEW96—+96——$15.7K—2026-10-15
Financial Consulate, Inc
DECREASED93124-31-25%$20.8K$15.2K-$5.6K2026-10-23
Axxion S.A.
UNCHANGED919100%$15.3K$14.8K-$4232026-10-22
Cdkv Holdings LLC
INCREASED9089+1+1%$15.0K$14.7K-$3322026-10-28
Adirondack Trust Co
DECREASED85153-68-44%$25.7K$13.9K-$11.8K2026-10-14
Valley National Advisers Inc
INCREASED8140+41+103%$6.7K$13.2K+$6.5K2026-10-23
Concord Wealth Partners
UNCHANGED797900%$13.3K$12.9K-$3582026-11-02
First Horizon Corp
DECREASED77215-138-64%$36.1K$12.6K-$23.5K2026-10-26
Financial Perspectives, Inc
UNCHANGED777700%$13.0K$12.6K-$3602026-11-03
Kingdom Financial Group Llc.
UNCHANGED767600%$12.7K$12.4K-$3022026-11-04
Montag A & Associates Inc
UNCHANGED757500%$12.6K$12.2K-$3492026-10-29
Next Level Wealth Planning, LLC
NEW73—+73——$11.9K—2026-10-29
Elevation Wealth Partners, LLC
DECREASED72120-48-40%$20.1K$11.7K-$8.4K2026-10-07
Kentucky Trust Co
UNCHANGED676700%$11.2K$10.9K-$3122026-10-15
MTM Investment Management, LLC
UNCHANGED646400%$10.7K$10.4K-$2982026-10-30
Bangor Savings Bank
UNCHANGED646400%$10.7K$10.4K-$2982026-10-06
Aspect Partners, LLC
UNCHANGED646400%$10.7K$10.4K-$2972026-10-20
First United Bank & Trust
UNCHANGED626200%$10.4K$10.1K-$2882026-10-22
Cape Investment Advisory, Inc.
DECREASED6099-39-39%$16.5K$9.7K-$6.8K2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED606000%$10.1K$9.8K-$2792026-11-03
Godfrey Financial Associates, Inc.
INCREASED5957+2+4%$9.6K$9.6K+$612026-11-10
Joseph Group Capital Management
DECREASED5792-35-38%$15.4K$9.3K-$6.1K2026-11-04
Wilkerson Advisory Group LLC
INCREASED5756+1+2%$9.4K$9.3K-$972026-10-20
Marquette Asset Management, LLC
NEW56—+56——$9.1K—2026-10-09
Ashurst Perkins Coie Trust Co
INCREASED5449+5+10%$8.2K$8.8K+$5872026-10-15
Advocate Investing Services LLC
UNCHANGED525200%$8.7K$8.5K-$2422026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED515100%$10.4K$8.3K-$2.0K2026-11-03
KFG LLC
NEW48—+48——$7.8K—2026-11-02
Heritage Family Offices, LLP
NEW48—+48——$7.8K—2026-11-02
City Holding Co
DECREASED46165-119-72%$27.7K$7.5K-$20.2K2026-10-19
PayPay Securities Corp
DECREASED4664-18-28%$10.7K$7.5K-$3.2K2026-10-27
First Bancorp, Inc
NEW45—+45——$7.3K—2026-10-26
PFS Partners, LLC
UNCHANGED454500%$7.5K$7.3K-$2092026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED454500%$7.5K$7.3K-$2092026-10-16
Torren Management, LLC
INCREASED4443+1+2%$7.3K$7.1K-$1892026-10-29
Quaker Wealth Management, LLC
DECREASED4143-2-5%$7.3K$6.6K-$6812026-10-22
Burk Holdings LLC
DECREASED4055-15-27%$9.2K$6.5K-$2.7K2026-11-05
CKW Financial Group
NEW37—+37——$6—2026-10-29
Tounjian Advisory Partners, LLC
INCREASED3615+21+140%$2.6K$5.8K+$3.2K2026-11-04
Birch Financial Group, LLC
NEW35—+35——$5.7K—2026-10-27
J.Safra Asset Management Corp
DECREASED32477-445-93%$80.0K$5.2K-$74.8K2026-11-03
Paladin Advisory Group, LLC
UNCHANGED313100%$5.2K$5.1K-$1452026-11-09
UMB Private Wealth Management, LLC
NEW29—+29——$4.7K—2026-10-19
Bayban
UNCHANGED282800%$4.7K$4.7K$02026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED262600%$4.4K$4.2K-$1202026-10-20
Clark Wealth Partners
NEW25—+25——$4.1K—2026-10-19
Downshift Financial, LLC
INCREASED2521+4+19%$3.5K$4.1K+$5552026-10-13
Fairway Wealth LLC
UNCHANGED252500%$4.2K$4.1K-$1162026-10-30
1620 Investment Advisors, Inc.
UNCHANGED252500%$4.2K$4.1K-$1162026-11-04
Strengthening Families & Communities, LLC
UNCHANGED242400%$4.1K$4.0K-$952026-10-21
Planning Strategies Inc.
DECREASED2332-9-28%$5.4K$3.8K-$1.6K2026-10-02
Beacon Financial Strategies Corp
UNCHANGED232300%$3.9K$3.8K-$1072026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED222200%$3.7K$3.6K-$1032026-10-28
Bare Financial Services, Inc
DECREASED2176-55-72%$12.7K$3.4K-$9.3K2026-11-04
United Community Bank
UNCHANGED212100%$3.5K$3.4K-$972026-10-28
Cedar Mountain Advisors, LLC
DECREASED2043-23-53%$7.3K$3.3K-$4.0K2026-10-15
Retirement Wealth Solutions LLC
NEW16—+16——$2.6K—2026-10-07
Wealth Analytics Partners, LLC
NEW15—+15——$2.4K—2026-10-19
Reyes Financial Architecture, Inc.
UNCHANGED151500%$2.5K$2.4K-$702026-10-22
Latitude Advisors, LLC
NEW13—+13——$2.1K—2026-10-27
Kimelman & Baird, LLC
UNCHANGED131300%$2.2K$2.1K-$602026-11-03
McCarley & Cook Financial Planners
UNCHANGED131300%$2.2K$2.1K-$602026-10-21
Security National Bank
INCREASED129+3+33%$1.5K$2.0K+$4472026-10-26
Maseco LLP
NEW11—+11——$1.8K—2026-10-27
American Capital Advisory, LLC
DECREASED1131-20-65%$5.2K$1.8K-$3.4K2026-10-28
William Mack & Associates, Inc.
NEW10—+10——$1.6K—2026-10-27
Addison Advisors LLC
INCREASED80+8—$24$1.2K+$1.2K2026-11-06
DecisionPoint Financial, LLC
INCREASED85+3+60%$866$1.3K+$4282026-10-27
Lummis Asset Management, LP
UNCHANGED8800%$1.3K$1.3K-$372026-11-09
Phillip James Consulting Co.
UNCHANGED8800%$1.3K$1.3K-$372026-11-03
Birchwood Financial Partners, Inc.
NEW7—+7——$1.1K—2026-11-02
Foresight Capital Management Advisors, Inc.
NEW7—+7——$1.1K—2026-10-27
Meramec Financial Planners, LLC
DECREASED7403-396-98%$71.4K$1.1K-$70.3K2026-11-09
Signature Resources Capital Management, LLC
DECREASED716-9-56%$2.7K$1.1K-$1.5K2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED6600%$1.0K$984-$282026-10-23
Roble, Belko & Company, Inc
NEW5—+5——$1—2026-11-09
Breakwater Investment Management
DECREASED517-12-71%$2.9K$816-$2.0K2026-10-20
Mascoma Wealth Management LLC
INCREASED51+4+400%$168$815+$6472026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED5500%$839$815-$242026-10-27
Point Nemo Capital, LLC
UNCHANGED5500%$839$815-$242026-11-03
Nvest Wealth Strategies, Inc.
INCREASED43+1+33%$504$654+$1502026-10-14
Gen-Wealth Partners Inc
UNCHANGED4400%$671$652-$192026-11-04
Tsfg, LLC
DECREASED3132-129-98%$22.0K$0-$22.0K2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED3300%$504$490-$142026-10-09
Pacific Center for Financial Services
UNCHANGED3300%$504$490-$142026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED3300%$504$490-$142026-10-23
3 Factor Indexing, LLC
UNCHANGED3300%$504$490-$142026-10-15
Decker Retirement Planning Inc.
NEW2—+2——$326—2026-10-19
Fairscale Capital, LLC
NEW2—+2——$313—2026-11-04
Horizon Financial Services, LLC
DECREASED244-42-95%$7.4K$326-$7.1K2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED2200%$336$327-$92026-10-15
Redwood Park Advisors LLC
UNCHANGED2200%$336$327-$92026-11-02
Centerpoint Advisors, LLC
NEW1—+1——$0—2026-11-05
Markowski Investments
UNCHANGED1100%$176$172-$42026-10-30
Lloyd Advisory Services, Llc.
NEW0—0——$11—2026-11-02
Baker Chad R
CLOSED072,945-72,945-100%$12.2M$0-$12.2M2026-10-22
Simplex Trading, LLC
CLOSED064,753-64,753-100%$10.9M$0-$10.9M2026-11-04
Avaii Wealth Management, LLC
CLOSED036,787-36,787-100%$6.2M$0-$6.2M2026-10-09
AIA Group Ltd
CLOSED030,731-30,731-100%$5.2M$0-$5.2M2026-10-30
Jefferies Financial Group Inc.
CLOSED027,283-27,283-100%$4.6M$0-$4.6M2026-11-05
Greenwood Capital Associates LLC
CLOSED027,228-27,228-100%$4.6M$0-$4.6M2026-10-27
Signature Estate & Investment Advisors LLC
CLOSED023,273-23,273-100%$3.9M$0-$3.9M2026-10-13
Leonteq Securities AG
CLOSED020,530-20,530-100%$3.4M$0-$3.4M2026-10-29
Global Wealth Management Investment Advisory, Inc.
CLOSED017,674-17,674-100%$3.0M$0-$3.0M2026-11-04
Eleva Capital SAS
CLOSED014,347-14,347-100%$3.0M$0-$3.0M2026-10-06
Garton & Associates Financial Advisors LLC
CLOSED011,972-11,972-100%$2.0M$0-$2.0M2026-10-30
Bellwether Advisors, LLC
CLOSED08,824-8,824-100%$1.5M$0-$1.5M2026-11-09
River Wealth Advisors LLC
CLOSED07,564-7,564-100%$1.3M$0-$1.3M2026-11-09
Imc-Chicago, LLC
CLOSED05,381-5,381-100%$902.6K$0-$902.6K2026-11-05
Arbor Capital Management Inc
CLOSED05,064-5,064-100%$891.1K$0-$891.1K2026-10-21
Collaborative Fund Advisors, LLC
CLOSED04,469-4,469-100%$749.6K$0-$749.6K2026-11-02
Atala Financial Inc
CLOSED04,166-4,166-100%$698.8K$0-$698.8K2026-10-22
Lecap Asset Management LTD
CLOSED04,044-4,044-100%$678.3K$0-$678.3K2026-10-27
Dana Investment Advisors, Inc.
CLOSED03,651-3,651-100%$612.3K$0-$612.3K2026-11-06
Laurion Capital Management LP
CLOSED03,576-3,576-100%$599.8K$0-$599.8K2026-10-30
Western Wealth Management, LLC
CLOSED03,473-3,473-100%$582.5K$0-$582.5K2026-11-09
Able Financial Group, LLC
CLOSED03,200-3,200-100%$536.8K$0-$536.8K2026-10-14
Knights of Columbus Asset Advisors LLC
CLOSED03,136-3,136-100%$526.1K$0-$526.1K2026-11-05
Freestone Capital Holdings, LLC
CLOSED02,906-2,906-100%$487.5K$0-$487.5K2026-11-09
Golden Reserve Retirement LLC
CLOSED02,823-2,823-100%$473.5K$0-$473.5K2026-11-02
Capstone Wealth Management, LLC
CLOSED02,783-2,783-100%$466.8K$0-$466.8K2026-11-02
Leuthold Group, LLC
CLOSED02,761-2,761-100%$463.1K$0-$463.1K2026-11-04
Counterpoint Mutual Funds LLC
CLOSED02,693-2,693-100%$451.7K$0-$451.7K2026-10-16
Stegent Equity Advisors, Inc.
CLOSED02,532-2,532-100%$424.7K$0-$424.7K2026-10-13
True North Advisors, LLC
CLOSED02,459-2,459-100%$412.4K$0-$412.4K2026-10-22
Capital CS Group, LLC
CLOSED02,338-2,338-100%$392.2K$0-$392.2K2026-10-29
Riversedge Advisors, LLC
CLOSED02,260-2,260-100%$379.1K$0-$379.1K2026-10-09
Tranquility Partners, LLC
CLOSED02,203-2,203-100%$369.5K$0-$369.5K2026-10-20
Abel Hall, LLC
CLOSED02,082-2,082-100%$349.2K$0-$349.2K2026-10-19
Analyst IMS Investment Management Services Ltd.
CLOSED02,002-2,002-100%$336.0K$0-$336.0K2026-11-05
Stenger Family Office, LLC
CLOSED01,976-1,976-100%$331.4K$0-$331.4K2026-10-22
Cardinal Capital Management, Inc.
CLOSED01,937-1,937-100%$324.9K$0-$324.9K2026-10-16
TritonPoint Partners, LLC
CLOSED01,909-1,909-100%$320.3K$0-$320.3K2026-11-05
Schnieders Capital Management, Llc.
CLOSED01,891-1,891-100%$317.2K$0-$317.2K2026-11-09
Balefire, LLC
CLOSED01,800-1,800-100%$301.9K$0-$301.9K2026-10-09
LifeGoal Investments, LLC
CLOSED01,750-1,750-100%$293.5K$0-$293.5K2026-10-09
Convergence Financial, LLC
CLOSED01,603-1,603-100%$269.0K$0-$269.0K2026-10-27
Willow Creek Capital Management, Inc.
CLOSED01,567-1,567-100%$262.8K$0-$262.8K2026-11-10
Venture Visionary Partners LLC
CLOSED01,436-1,436-100%$241.0K$0-$241.0K2026-10-07
Bryn Mawr Trust Advisors, LLC
CLOSED01,408-1,408-100%$236.2K$0-$236.2K2026-11-04
Balentine LLC
CLOSED01,406-1,406-100%$235.8K$0-$235.8K2026-11-03
FSM Wealth Advisors, LLC
CLOSED01,399-1,399-100%$234.7K$0-$234.7K2026-10-27
Sawgrass Asset Management LLC
CLOSED01,389-1,389-100%$233.0K$0-$233.0K2026-11-03
Relyea Zuckerberg Hanson LLC
CLOSED01,351-1,351-100%$226.6K$0-$226.6K2026-10-20
D'Orazio & Associates, Inc.
CLOSED01,346-1,346-100%$225.8K$0-$225.8K2026-11-04
Inscription Capital, LLC
CLOSED01,336-1,336-100%$224.1K$0-$224.1K2026-11-02
Mainsail Asset Management, LLC
CLOSED01,297-1,297-100%$249.6K$0-$249.6K2026-10-14
Payden & Rygel
CLOSED01,270-1,270-100%$213.0K$0-$213.0K2026-10-28
Bath Savings Trust Co
CLOSED01,255-1,255-100%$210.5K$0-$210.5K2026-10-07
Outfitters Financial LLC
CLOSED01,240-1,240-100%$208.0K$0-$208.0K2026-10-23
SVB Wealth LLC
CLOSED01,239-1,239-100%$207.9K$0-$207.9K2026-11-06
Worth Financial Advisory Group, LLC
CLOSED01,237-1,237-100%$207.5K$0-$207.5K2026-10-19
Sterling Investment Counsel, LLC
CLOSED01,226-1,226-100%$205.6K$0-$205.6K2026-10-19
Summit Asset Management, LLC
CLOSED01,220-1,220-100%$204.6K$0-$204.6K2026-11-05
Allegiance Financial Group Advisory Services LLC
CLOSED01,215-1,215-100%$203.7K$0-$203.7K2026-11-02
Bedel Financial Consulting, Inc.
CLOSED01,210-1,210-100%$202.9K$0-$202.9K2026-11-06
Park Place Capital Corp
CLOSED01,095-1,095-100%$183.7K$0-$183.7K2026-11-09
MCF Advisors LLC
CLOSED0658-658-100%$110.3K$0-$110.3K2026-10-28
Daytona Street Capital LLC
CLOSED0395-395-100%$66.3K$0-$66.3K2026-10-15
AdvisorNet Financial, Inc
CLOSED0217-217-100%$36.4K$0-$36.4K2026-10-15
GFS Advisors, LLC
CLOSED0180-180-100%$343.2K$0-$343.2K2026-11-03
Cornerstone Planning Group LLC
CLOSED0113-113-100%$21.5K$0-$21.5K2026-10-16
Stone House Investment Management, LLC
CLOSED0111-111-100%$18.6K$0-$18.6K2026-10-23
Heritage Wealth Advisors
CLOSED0104-104-100%$17.4K$0-$17.4K2026-11-09
Kelleher Financial Advisors
CLOSED075-75-100%$12.6K$0-$12.6K2026-10-30
LFA - Lugano Financial Advisors SA
CLOSED059-59-100%$9.9K$0-$9.9K2026-11-03
Y.D. More Investments Ltd
CLOSED052-52-100%$8.7K$0-$8.7K2026-11-02
IMG Wealth Management, Inc.
CLOSED040-40-100%$6.7K$0-$6.7K2026-10-27
LifeSteps Financial, Inc.
CLOSED031-31-100%$5.2K$0-$5.2K2026-10-15
Community Financial Services Group, LLC
CLOSED030-30-100%$5.2K$0-$5.2K2026-10-15
Salem Investment Counselors Inc
CLOSED027-27-100%$4.5K$0-$4.5K2026-10-13
Peterson Wealth Services
CLOSED022-22-100%$3.7K$0-$3.7K2026-10-26
Bank of New Hampshire
CLOSED020-20-100%$3.4K$0-$3.4K2026-10-06
United Financial Planning Group LLC
CLOSED020-20-100%$3.4K$0-$3.4K2026-11-04
Godsey & Gibb, Inc
CLOSED016-16-100%$2.7K$0-$2.7K2026-10-14
Whipplewood Advisors, LLC
CLOSED012-12-100%$2.0K$0-$2.0K2026-10-20
Morton Brown Family Wealth, LLC
CLOSED010-10-100%$1.7K$0-$1.7K2026-10-23
Kozak & Associates, Inc.
CLOSED010-10-100%$1.8K$0-$1.8K2026-10-29
Noble Wealth Management PBC
CLOSED08-8-100%$1.3K$0-$1.3K2026-10-01
Trifecta Capital Advisors, LLC
CLOSED06-6-100%$1.0K$0-$1.0K2026-10-21
Robinswood Financial LLC
CLOSED05-5-100%$877$0-$8772026-10-20
Bayforest Capital Ltd
CLOSED05-5-100%$839$0-$8392026-11-03
Evolution Advisers, Inc.
CLOSED04-4-100%$0$0$02026-11-06
Navigoe, LLC
CLOSED04-4-100%$0$0$02026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED062-62-100%$10.4K$0-$10.4K2026-10-14
Illumine Investment Management, LLC
UNCHANGED000—$2.1M$1.3M-$812.1K2026-10-22
BlackRock, Inc.
N/A—39,499,642-39,499,642-100%$6.6B———
Invesco Ltd.
N/A—31,883,463-31,883,463-100%$5.3B———
Vanguard Capital Management LLC
N/A—29,359,860-29,359,860-100%$4.9B———
Price T Rowe Associates Inc
N/A—25,481,834-25,481,834-100%$4.3B———
State Street Corp
N/A—25,021,478-25,021,478-100%$4.2B———
Morgan Stanley
N/A—14,522,141-14,522,141-100%$2.4B———
Goldman Sachs Group Inc
N/A—11,827,658-11,827,658-100%$2.0B———
Vanguard Portfolio Management LLC
N/A—10,365,776-10,365,776-100%$1.7B———
Softbank Group Corp.
N/A—10,000,000-10,000,000-100%$1.7B———
Wellington Management Group LLP
N/A—8,621,588-8,621,588-100%$1.4B———
FMR LLC
N/A—8,153,559-8,153,559-100%$1.4B———
Norges Bank
N/A—7,909,295-7,909,295-100%$1.3B———
Franklin Resources Inc
N/A—6,710,667-6,710,667-100%$1.1B———
Dodge & COX
N/A—6,335,783-6,335,783-100%$1.1B———
Arrowstreet Capital, Limited Partnership
N/A—5,713,699-5,713,699-100%$958.4M———
Bank of America Corp
N/A—4,524,993-4,524,993-100%$759.0M———
AQR Capital Management LLC
N/A—4,473,373-4,473,373-100%$744.2M———
Two Sigma Investments, LP
N/A—4,443,802-4,443,802-100%$745.4M———
Northern Trust Corp
N/A—4,409,968-4,409,968-100%$739.7M———
UBS Asset Management Americas LLC
N/A—4,076,380-4,076,380-100%$683.7M———
Charles Schwab Investment Management Inc
N/A—3,975,828-3,975,828-100%$666.9M———
JPMorgan Chase & Co
N/A—3,801,271-3,801,271-100%$661.3M———
Ameriprise Financial Inc
N/A—3,729,371-3,729,371-100%$625.6M———
UBS Group AG
N/A—3,621,694-3,621,694-100%$607.5M———
Legal & General Group Plc
N/A—3,479,851-3,479,851-100%$583.7M———
Victory Capital Management Inc
N/A—3,317,538-3,317,538-100%$556.5M———
Alliancebernstein L.P.
N/A—2,985,598-2,985,598-100%$627.1M———
Capital International Investors
N/A—2,858,077-2,858,077-100%$480.0M———
Royal Bank of Canada
N/A—2,848,069-2,848,069-100%$477.7M———
Neuberger Berman Group LLC
N/A—2,635,413-2,635,413-100%$442.1M———
Clearbridge Investments, LLC
N/A—2,632,046-2,632,046-100%$441.5M———
Vanguard Fiduciary Trust Co
N/A—2,590,158-2,590,158-100%$434.4M———
DnB Asset Management AS
N/A—2,573,106-2,573,106-100%$431.6M———
Boston Partners
N/A—2,343,384-2,343,384-100%$394.9M———
SG Americas Securities, LLC
N/A—2,260,453-2,260,453-100%$379.1M———
Pacer Advisors, Inc.
N/A—2,127,619-2,127,619-100%$356.9M———
Marshall Wace, LLP
N/A—2,120,218-2,120,218-100%$355.6M———
BNP Paribas Financial Markets
N/A—2,060,339-2,060,339-100%$345.6M———
Qube Research & Technologies Ltd
N/A—1,946,191-1,946,191-100%$326.4M———
Man Group plc
N/A—1,651,753-1,651,753-100%$277.0M———
Canada Pension Plan Investment Board
N/A—1,568,635-1,568,635-100%$263.1M———
Millennium Management LLC
N/A—1,541,556-1,541,556-100%$258.6M———
Swiss National Bank
N/A—1,398,502-1,398,502-100%$234.6M———
Capital Research Global Investors
N/A—1,356,674-1,356,674-100%$227.6M———
HSBC Holdings PLC
N/A—1,311,655-1,311,655-100%$220.5M———
Raymond James Financial Inc
N/A—1,302,941-1,302,941-100%$218.5M———
National Pension Service
N/A—1,272,702-1,272,702-100%$213.5M———
American Century Companies Inc
N/A—1,233,389-1,233,389-100%$206.9M———
First Trust Advisors LP
N/A—1,161,573-1,161,573-100%$194.8M———
Wells Fargo & Company
N/A—1,138,238-1,138,238-100%$190.9M———
Point72 Asset Management, L.P.
N/A—1,114,744-1,114,744-100%$187.0M———
Vanguard Global Advisers, LLC
N/A—1,081,765-1,081,765-100%$181.4M———
CIBC Bancorp USA Inc.
N/A—1,073,430-1,073,430-100%$180.2M———
TD Asset Management Inc
N/A—1,005,871-1,005,871-100%$168.7M———
Caisse de Depot ET Placement DU Quebec
N/A—969,922-969,922-100%$162.7M———
Vanguard Asset Management, Ltd
N/A—941,565-941,565-100%$157.9M———
Ilex Capital Partners (UK) LLP
N/A—925,223-925,223-100%$155.2M———
CapitalatWork S.A.
N/A—923,467-923,467-100%$154.9M———
Balyasny Asset Management L.P.
N/A—919,523-919,523-100%$154.2M———
Envestnet Asset Management Inc
N/A—889,518-889,518-100%$149.2M———
BNP Paribas Asset Management Holding S.A.
N/A—882,327-882,327-100%$148.0M———
California Public Employees Retirement System
N/A—881,385-881,385-100%$147.8M———
Rhumbline Advisers
N/A—868,978-868,978-100%$145.8M———
Public Sector Pension Investment Board
N/A—851,577-851,577-100%$142.8M———
D. E. Shaw & Co., Inc.
N/A—799,105-799,105-100%$134.0M———
Schroder Investment Management Group
N/A—780,794-780,794-100%$135.8M———
California State Teachers Retirement System
N/A—756,895-756,895-100%$127.0M———
Worldquant Millennium Advisors LLC
N/A—756,423-756,423-100%$126.9M———
Citadel Advisors LLC
N/A—682,089-682,089-100%$114.4M———
Capitolis Liquid Global Markets LLC
N/A—675,022-675,022-100%$113.2M———
Manufacturers Life Insurance Company, the
N/A—650,055-650,055-100%$109.0M———
Renaissance Technologies LLC
N/A—604,607-604,607-100%$101.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—589,429-589,429-100%$98.9M———
Crake Asset Management LLP
N/A—544,935-544,935-100%$91.4M———
Bristol John W & Co Inc
N/A—543,987-543,987-100%$91.2M———
New York State Common Retirement Fund
N/A—516,977-516,977-100%$86.7M———
APG Asset Management N.V.
N/A—488,531-488,531-100%$71.7M———
Life Cycle Investment Partners Ltd
N/A—483,610-483,610-100%$81.1M———
Allianz Asset Management GmbH
N/A—470,640-470,640-100%$78.9M———
Susquehanna International Group, LLP
N/A—465,528-465,528-100%$78.1M———
Capital Fund Management S.A.
N/A—456,839-456,839-100%$76.6M———
Natixis Advisors, LLC
N/A—454,269-454,269-100%$76.2M———
Empower Advisory Group, LLC
N/A—449,288-449,288-100%$75.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—438,508-438,508-100%$73.6M———
Primecap Management Co
N/A—437,090-437,090-100%$73.3M———
Stifel Financial Corp
N/A—429,661-429,661-100%$72.1M———
Aviva PLC
N/A—427,432-427,432-100%$71.7M———
State Board of Administration of Florida Retirement System
N/A—419,874-419,874-100%$70.4M———
Jupiter Topco LLC
N/A—403,805-403,805-100%$67.7M———
Susquehanna Portfolio Strategies, LLC
N/A—396,424-396,424-100%$66.5M———
Korea Investment Corp
N/A—394,661-394,661-100%$66.2M———
Royal London Asset Management LTD
N/A—393,534-393,534-100%$66.0M———
Quantinno Capital Management LP
N/A—385,355-385,355-100%$64.6M———
Ardmore Road Asset Management LP
N/A—385,000-385,000-100%$64.6M———
Davidson Kempner Capital Management LP
N/A—381,570-381,570-100%$64.0M———
Massachusetts Financial Services Co
N/A—371,968-371,968-100%$62.4M———
Voya Investment Management LLC
N/A—368,074-368,074-100%$61.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—365,460-365,460-100%$61.3M———
Adage Capital Partners GP, L.L.C.
N/A—364,734-364,734-100%$61.2M———
Employees Retirement System of Texas
N/A—358,712-358,712-100%$60.2M———
Mariner, LLC
N/A—355,200-355,200-100%$59.6M———
TCW Group Inc
N/A—330,142-330,142-100%$55.4M———
Schonfeld Strategic Advisors LLC
N/A—322,003-322,003-100%$54.0M———
Chevy Chase Trust Holdings, LLC
N/A—305,902-305,902-100%$51.3M———
Commerce Bank
N/A—302,129-302,129-100%$50.7M———
DigitalBridge Group, Inc.
N/A—301,949-301,949-100%$50.6M———
Nissay Asset Management Corp N
N/A—301,473-301,473-100%$50.6M———
Nomura Asset Management Co LTD
N/A—300,190-300,190-100%$50.4M———
ING Groep NV
N/A—299,730-299,730-100%$50.3M———
Bank of Nova Scotia
N/A—296,063-296,063-100%$49.7M———
CIBC World Market Inc.
N/A—285,550-285,550-100%$47.9M———
Jones Financial Companies Lllp
N/A—284,274-284,274-100%$51.9M———
Brown Advisory Inc
N/A—277,102-277,102-100%$46.5M———
Omers Administration Corp
N/A—273,473-273,473-100%$45.9M———
State of Wisconsin Investment Board
N/A—263,577-263,577-100%$44.2M———
National Bank of Canada
N/A—261,791-261,791-100%$43.9M———
Ontario Teachers Pension Plan Board
N/A—261,638-261,638-100%$43.9M———
Macquarie Group LTD
N/A—261,164-261,164-100%$43.8M———
Benjamin Edwards Inc
N/A—257,992-257,992-100%$43.3M———
Vanguard Investments Australia, Ltd.
N/A—253,110-253,110-100%$42.5M———
Toronto Dominion Bank
N/A—248,590-248,590-100%$41.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—240,582-240,582-100%$40.4M———
Guggenheim Capital LLC
N/A—235,838-235,838-100%$39.6M———
Baird Financial Group, Inc.
N/A—233,275-233,275-100%$39.1M———
KLP Kapitalforvaltning AS
N/A—226,873-226,873-100%$38.1M———
Prudential Financial Inc
N/A—225,368-225,368-100%$37.8M———
Trexquant Investment LP
N/A—218,880-218,880-100%$36.7M———
Treasurer of the State of North Carolina
N/A—207,572-207,572-100%$34.8M———
Captrust Financial Advisors
N/A—201,895-201,895-100%$33.9M———
Credit Agricole S A
N/A—194,418-194,418-100%$32.6M———
Rockefeller Capital Management L.P.
N/A—193,731-193,731-100%$32.5M———
Brevan Howard Capital Management LP
N/A—192,627-192,627-100%$32.3M———
SEI Investments Co
N/A—191,627-191,627-100%$32.1M———
Cerity Partners LLC
N/A—188,837-188,837-100%$31.7M———
Tredje Ap-fonden
N/A—186,824-186,824-100%$31.3M———
Cetera Investment Advisers
N/A—186,618-186,618-100%$31.3M———
Public Employees Retirement System of Ohio
N/A—183,973-183,973-100%$30.9M———
Janney Montgomery Scott LLC
N/A—182,875-182,875-100%$30.7M———
NorthCoast Asset Management LLC
N/A—177,141-177,141-100%$29.7M———
Resona Asset Management Co.,Ltd.
N/A—175,385-175,385-100%$29.6M———
Bridgewater Associates, LP
N/A—172,592-172,592-100%$28.9M———
Hengistbury Investment Partners LLP
N/A—170,642-170,642-100%$28.6M———
Gabelli Funds LLC
N/A—166,044-166,044-100%$27.9M———
State of Tennessee, Department of Treasury
N/A—163,063-163,063-100%$27.4M———
Advisors Capital Management, LLC
N/A—162,021-162,021-100%$27.2M———
Distillate Capital Partners LLC
N/A—159,002-159,002-100%$26.7M———
Martingale Asset Management L P
N/A—156,620-156,620-100%$26.3M———
Teacher Retirement System of Texas
N/A—152,872-152,872-100%$25.6M———
Zacks Investment Management
N/A—150,234-150,234-100%$25.2M———
Groupe la Francaise
N/A—146,711-146,711-100%$24.6M———
Advisors Asset Management, Inc.
N/A—146,333-146,333-100%$24.5M———
Ensign Peak Advisors, Inc
N/A—145,965-145,965-100%$24.5M———
Gotham Asset Management, LLC
N/A—141,050-141,050-100%$23.7M———
Alyeska Investment Group, L.P.
N/A—140,914-140,914-100%$23.6M———
Zurich Insurance Group Ltd
N/A—138,858-138,858-100%$23.3M———
CI Investments Inc.
N/A—138,182-138,182-100%$23.2M———
NS Partners Ltd
N/A—135,454-135,454-100%$22.7M———
Huntington National Bank
N/A—134,448-134,448-100%$22.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—134,237-134,237-100%$22.5M———
O'shaughnessy Asset Management, LLC
N/A—126,788-126,788-100%$21.3M———
FIL Ltd
N/A—126,520-126,520-100%$21.2M———
Shelton Capital Management
N/A—125,556-125,556-100%$21.1M———
Vident Advisory, LLC
N/A—122,311-122,311-100%$20.5M———
Walleye Capital LLC
N/A—120,610-120,610-100%$20.2M———
Verition Fund Management LLC
N/A—120,297-120,297-100%$20.2M———
Rafferty Asset Management, LLC
N/A—115,408-115,408-100%$19.4M———
Osaic Holdings, Inc.
N/A—114,181-114,181-100%$19.2M———
ExodusPoint Capital Management, LP
N/A—113,545-113,545-100%$19.0M———
BNP Paribas
N/A—112,303-112,303-100%$19.1M———
Panagora Asset Management Inc
N/A—111,421-111,421-100%$18.7M———
Epoch Investment Partners, Inc.
N/A—110,152-110,152-100%$18.5M———
Mediolanum International Funds Ltd
N/A—108,151-108,151-100%$18.8M———
United Capital Financial Advisors, LLC
N/A—107,621-107,621-100%$18.1M———
MetLife Investment Management, LLC
N/A—106,819-106,819-100%$17.9M———
Tidal Investments LLC
N/A—101,499-101,499-100%$17.0M———
Mercer Global Advisors Inc
N/A—100,709-100,709-100%$16.9M———
Ingalls & Snyder LLC
N/A—100,180-100,180-100%$16.8M———
Pathstone Holdings, LLC
N/A—99,855-99,855-100%$16.9M———
Jane Street Group, LLC
N/A—99,152-99,152-100%$16.6M———
IEQ Capital, LLC
N/A—98,892-98,892-100%$16.6M———
Horizon Investments, LLC
N/A—97,495-97,495-100%$16.4M———
Empowered Funds, LLC
N/A—97,317-97,317-100%$16.3M———
Varma Mutual Pension Insurance Co
N/A—96,980-96,980-100%$16.3M———
Nomura Holdings Inc
N/A—96,398-96,398-100%$16.2M———
Focus Partners Wealth
N/A—96,394-96,394-100%$16.2M———
Dearborn Partners LLC
N/A—93,991-93,991-100%$15.8M———
Stillwater Capital Advisors, LLC
N/A—92,580-92,580-100%$15.5M———
Hancock Whitney Corp
N/A—89,094-89,094-100%$14.9M———
Boothbay Fund Management, LLC
N/A—88,851-88,851-100%$14.9M———
Pinebridge Investments LLC
N/A—88,242-88,242-100%$14.8M———
Granite Bay Wealth Management, LLC
N/A—85,974-85,974-100%$14.4M———
NewEdge Advisors, LLC
N/A—85,790-85,790-100%$14.4M———
Westwood Holdings Group Inc
N/A—85,456-85,456-100%$14.3M———
Jain Global LLC
N/A—84,858-84,858-100%$14.2M———
Lighthouse Investment Partners, LLC
N/A—83,948-83,948-100%$14.1M———
Erste Asset Management GmbH
N/A—83,675-83,675-100%$14.6M———
Federation des caisses Desjardins du Quebec
N/A—81,694-81,694-100%$13.7M———
XTX Topco Ltd
N/A—81,613-81,613-100%$13.7M———
Harvest Fund Management Co., Ltd
N/A—80,429-80,429-100%$13.5M———
Sanctuary Advisors, LLC
N/A—80,052-80,052-100%$13.4M———
USS Investment Management Ltd
N/A—78,581-78,581-100%$13.2M———
Entropy Technologies, LP
N/A—77,469-77,469-100%$13.0M———
Blue Chip Partners, LLC
N/A—77,097-77,097-100%$12.9M———
Aptus Capital Advisors, LLC
N/A—76,444-76,444-100%$12.8M———
Vanguard Personalized Indexing Management, LLC
N/A—74,568-74,568-100%$12.5M———
British Columbia Investment Management Corp
N/A—74,355-74,355-100%$12.5M———
Utah Retirement Systems
N/A—73,988-73,988-100%$12.4M———
Prudential PLC
N/A—73,958-73,958-100%$12.4M———
Systematic Alpha Investments, LLC
N/A—73,020-73,020-100%$12.2M———
Mufg Securities Emea plc
N/A—72,992-72,992-100%$12.2M———
Vestcor Inc
N/A—72,387-72,387-100%$12.1M———
Waverly Advisors, LLC
N/A—72,335-72,335-100%$12.1M———
Daiichi Life Insurance Co., Ltd.
N/A—69,064-69,064-100%$11.6M———
Stony Point Capital LLC
N/A—68,642-68,642-100%$11.5M———
Norinchukin Bank, The
N/A—68,316-68,316-100%$11.5M———
Osmosis Investment Management UK Ltd
N/A—67,222-67,222-100%$11.3M———
Engineers Gate Manager LP
N/A—66,119-66,119-100%$11.1M———
Pinnacle Financial Partners, Inc.
N/A—65,662-65,662-100%$11.0M———
Cozad Asset Management Inc
N/A—65,600-65,600-100%$11.0M———
Manning & Napier Advisors LLC
N/A—64,551-64,551-100%$11.2M———
Dakota Wealth Management
N/A—64,383-64,383-100%$10.8M———
Delaney Capital Management Ltd.
N/A—63,719-63,719-100%$10.7M———
Ilmarinen Mutual Pension Insurance Co
N/A—62,490-62,490-100%$10.5M———
Elo Mutual Pension Insurance Co
N/A—62,248-62,248-100%$10.4M———
Bragg Financial Advisors, Inc
N/A—62,000-62,000-100%$10.4M———
Public Employees Retirement Association of Colorado
N/A—60,410-60,410-100%$10.1M———
Voloridge Investment Management, LLC
N/A—60,313-60,313-100%$10.1M———
Penserra Capital Management LLC
N/A—60,041-60,041-100%$10.1M———
Hudson Bay Capital Management LP
N/A—58,894-58,894-100%$9.9M———
Gamco Investors, Inc. ET AL
N/A—58,019-58,019-100%$9.7M———
MAI Capital Management
N/A—57,993-57,993-100%$9.7M———
Sumitomo Life Insurance Co
N/A—56,924-56,924-100%$9.5M———
Northwestern Mutual Wealth Management Co
N/A—55,833-55,833-100%$9.4M———
Azimuth Capital Investment Management LLC
N/A—55,828-55,828-100%$9.4M———
Capital International, Inc.
N/A—55,586-55,586-100%$9.3M———
Bradley Foster & Sargent Inc
N/A—52,941-52,941-100%$8.9M———
Quantbot Technologies LP
N/A—52,077-52,077-100%$8.7M———
HRT Financial LP
N/A—51,906-51,906-100%$8.7M———
Allianz SE
N/A—51,701-51,701-100%$8.7M———
Defiance ETFs, LLC
N/A—51,307-51,307-100%$8.9M———
AE Wealth Management LLC
N/A—50,446-50,446-100%$8.5M———
Maytus Capital Management, LLC
N/A—50,000-50,000-100%$8.4M———
Graham Capital Management, L.P.
N/A—48,950-48,950-100%$8.2M———
Cresset Asset Management, LLC
N/A—47,903-47,903-100%$8.0M———
Quinn Opportunity Partners LLC
N/A—45,000-45,000-100%$7.5M———
Headlands Technologies LLC
N/A—44,946-44,946-100%$7.5M———
Ameritas Investment Partners, Inc.
N/A—43,240-43,240-100%$7.3M———
Resources Management Corp
N/A—43,172-43,172-100%$7.2M———
Tower Bridge Advisors
N/A—42,687-42,687-100%$7.2M———
Atlantic Union Bankshares Corp
N/A—40,702-40,702-100%$6.8M———
E Fund Management Co., Ltd.
N/A—39,619-39,619-100%$6.6M———
Virtu Financial LLC
N/A—39,029-39,029-100%$6.5M———
M&T Bank Corp
N/A—38,636-38,636-100%$6.5M———
Madison Asset Management, LLC
N/A—38,112-38,112-100%$6.4M———
Independent Advisor Alliance
N/A—37,246-37,246-100%$6.2M———
Voleon Capital Management LP
N/A—36,926-36,926-100%$6.2M———
Steamboat Capital Partners, LLC
N/A—36,709-36,709-100%$6.2M———
Liontrust Investment Partners LLP
N/A—36,466-36,466-100%$6.1M———
BTC Capital Management, Inc.
N/A—35,763-35,763-100%$6.0M———
Sora Investors LLC
N/A—35,714-35,714-100%$6.0M———
Andra Ap-fonden
N/A—35,349-35,349-100%$5.9M———
Saudi Central Bank
N/A—34,709-34,709-100%$5.8M———
Night Squared LP
N/A—34,684-34,684-100%$5.8M———
LOS Angeles Capital Management LLC
N/A—34,080-34,080-100%$5.7M———
Callan Family Office, LLC
N/A—33,203-33,203-100%$5.6M———
Dark Forest Capital Management LP
N/A—32,776-32,776-100%$5.5M———
Allstate Corp
N/A—31,787-31,787-100%$5.3M———
Investment Management Corp of Ontario
N/A—31,617-31,617-100%$5.3M———
MML Investors Services, LLC
N/A—31,510-31,510-100%$5.3M———
Weiss Asset Management LP
N/A—31,418-31,418-100%$5.3M———
Caprock Group, LLC
N/A—31,339-31,339-100%$5.3M———
Liberty One Investment Management, LLC
N/A—30,980-30,980-100%$5.2M———
Two Sigma Securities, LLC
N/A—30,711-30,711-100%$5.2M———
Arax Advisory Partners
N/A—30,569-30,569-100%$5.1M———
Kentucky Retirement Systems
N/A—30,421-30,421-100%$5.1M———
SummitTX Capital, L.P.
N/A—30,118-30,118-100%$5.1M———
Moore Capital Management, LP
N/A—28,481-28,481-100%$4.8M———
Woodline Partners LP
N/A—28,234-28,234-100%$4.7M———
Siemens Fonds Invest GmbH
N/A—28,046-28,046-100%$4.7M———
Steward Partners Investment Advisory, LLC
N/A—28,005-28,005-100%$4.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—27,985-27,985-100%$4.7M———
Skandinaviska Enskilda Banken AB (publ)
N/A—27,848-27,848-100%$4.7M———
Van Eck Associates Corp
N/A—27,437-27,437-100%$4.6M———
SIG Brokerage, LP
N/A—26,863-26,863-100%$4.5M———
LGT Fund Management Co Ltd.
N/A—26,824-26,824-100%$4.5M———
&partners
N/A—26,329-26,329-100%$4.5M———
Havemeyer Place LP
N/A—25,800-25,800-100%$4.3M———
Castlefield Investment Partners LLP
N/A—24,540-24,540-100%$4.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—24,482-24,482-100%$4.1M———
Trivium Point Advisory, LLC
N/A—23,843-23,843-100%$4.0M———
Coastal Bridge Advisors, LLC
N/A—23,203-23,203-100%$3.9M———
III Capital Management
N/A—22,584-22,584-100%$3.8M———
Orion Porfolio Solutions, LLC
N/A—22,530-22,530-100%$3.8M———
Capstone Investment Advisors, LLC
N/A—22,478-22,478-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—22,454-22,454-100%$3.8M———
Bleakley Financial Group, LLC
N/A—21,982-21,982-100%$3.7M———
Tower Research Capital LLC (TRC)
N/A—21,339-21,339-100%$3.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—21,134-21,134-100%$3.5M———
Harbor Advisors LLC
N/A—20,650-20,650-100%$3.5M———
Bank OZK
N/A—20,596-20,596-100%$3.5M———
Caxton Associates LLP
N/A—20,492-20,492-100%$3.4M———
Glenmede Trust Co NA
N/A—20,127-20,127-100%$3.4M———
Rehmann Capital Advisory Group
N/A—19,971-19,971-100%$3.4M———
Brentview Investment Management LLC
N/A—19,544-19,544-100%$3.3M———
QRG Capital Management, Inc.
N/A—19,176-19,176-100%$3.2M———
Summit Trail Advisors, LLC
N/A—19,136-19,136-100%$3.2M———
Groupama Asset Managment
N/A—18,790-18,790-100%$3.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—18,244-18,244-100%$3.1M———
Arkadios Wealth Advisors
N/A—18,191-18,191-100%$3.1M———
Empirical Finance, LLC
N/A—17,950-17,950-100%$3.0M———
Capital Analysts, LLC
N/A—17,774-17,774-100%$3.0M———
Conscious Wealth Investments, LLC
N/A—17,531-17,531-100%$3.3M———
Commerzbank Aktiengesellschaft
N/A—16,586-16,586-100%$2.8M———
Edmond de Rothschild Holding S.A.
N/A—16,574-16,574-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—16,470-16,470-100%$2.8M———
Advisory Services Network, LLC
N/A—16,440-16,440-100%$2.8M———
Thornburg Investment Management Inc
N/A—16,149-16,149-100%$2.7M———
Summit Financial, LLC
N/A—16,124-16,124-100%$2.7M———
Vickerman Investment Advisors, Inc.
N/A—16,115-16,115-100%$2.7M———
Landscape Capital Management, L.L.C.
N/A—16,112-16,112-100%$2.7M———
Greenland Capital Management LP
N/A—16,086-16,086-100%$2.7M———
Cinctive Capital Management LP
N/A—16,011-16,011-100%$2.7M———
Global Retirement Partners, LLC
N/A—15,583-15,583-100%$2.6M———
First Manhattan Co. Llc.
N/A—15,375-15,375-100%$2.6M———
Northwest & Ethical Investments L.P.
N/A—15,124-15,124-100%$2.5M———
Sona Asset Management (US) LLC
N/A—15,000-15,000-100%$2.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—14,920-14,920-100%$2.5M———
Jump Financial, LLC
N/A—14,897-14,897-100%$2.5M———
Capital Group Private Client Services, Inc.
N/A—14,875-14,875-100%$2.5M———
Baldwin Investment Management, LLC
N/A—14,661-14,661-100%$2.5M———
Blair William & Co
N/A—14,625-14,625-100%$2.5M———
First National Bank of Omaha
N/A—14,263-14,263-100%$2.4M———
Field & Main Bank
N/A—14,103-14,103-100%$2.4M———
WCG Wealth Advisors LLC
N/A—14,078-14,078-100%$2.4M———
Mufg Securities Americas Inc.
N/A—14,016-14,016-100%$2.4M———
Equitable Holdings, Inc.
N/A—13,832-13,832-100%$2.3M———
Connable Office Inc
N/A—13,630-13,630-100%$2.3M———
Brown Brothers Harriman & Co
N/A—13,327-13,327-100%$2.2M———
First National Advisers, LLC
N/A—13,296-13,296-100%$2.2M———
Flputnam Investment Management Co
N/A—13,274-13,274-100%$2.2M———
Principal Securities, Inc.
N/A—13,123-13,123-100%$2.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—12,624-12,624-100%$2.1M———
Talon Private Wealth, LLC
N/A—12,563-12,563-100%$2.1M———
Whittier Trust Co
N/A—12,476-12,476-100%$2.3M———
Federated Hermes, Inc.
N/A—12,401-12,401-100%$2.1M———
Catalyst Funds Management Pty Ltd
N/A—12,400-12,400-100%$2.1M———
Meeder Advisory Services, Inc.
N/A—12,348-12,348-100%$2.1M———
Beacon Pointe Advisors, LLC
N/A—12,255-12,255-100%$2.1M———
GeoWealth Management, LLC
N/A—12,071-12,071-100%$2.0M———
Lazard Asset Management LLC
N/A—11,967-11,967-100%$2.0M———
DoubleLine ETF Adviser LP
N/A—11,777-11,777-100%$2.0M———
South Dakota Investment Council
N/A—11,753-11,753-100%$2.0M———
Ballentine Partners, LLC
N/A—11,558-11,558-100%$1.9M———
Gabelli & Co Investment Advisers, Inc.
N/A—11,500-11,500-100%$1.9M———
Fiduciary Trust Co
N/A—11,451-11,451-100%$1.9M———
Ossiam
N/A—11,405-11,405-100%$1.9M———
Private Advisor Group, LLC
N/A—11,384-11,384-100%$1.9M———
Oversea-Chinese Banking Corp Ltd
N/A—11,381-11,381-100%$1.9M———
Winton Group Ltd
N/A—11,366-11,366-100%$1.9M———
Metis Global Partners, LLC
N/A—11,363-11,363-100%$1.9M———
SageView Advisory Group, LLC
N/A—11,354-11,354-100%$1.9M———
Cape COD Five Cents Savings Bank
N/A—11,329-11,329-100%$1.9M———
Sandro Wealth Management LLC
N/A—11,159-11,159-100%$1.9M———
TIG Advisors, LLC
N/A—11,098-11,098-100%$1.9M———
Redwood Investment Management, LLC
N/A—11,062-11,062-100%$1.9M———
LGT Group Foundation
N/A—10,816-10,816-100%$1.8M———
EP Wealth Advisors, LLC
N/A—10,681-10,681-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—10,660-10,660-100%$1.8M———
Cunning Capital Partners, LP
N/A—10,609-10,609-100%$1.8M———
Neo Ivy Capital Management
N/A—10,506-10,506-100%$1.8M———
Millington Financial Advisors, LLC
N/A—10,312-10,312-100%$2.0M———
Smartleaf Asset Management LLC
N/A—10,291-10,291-100%$1.8M———
Vestmark Advisory Solutions, Inc.
N/A—9,851-9,851-100%$1.7M———
Atom Investors LP
N/A—9,648-9,648-100%$1.6M———
Intesa Sanpaolo S.p.A.
N/A—9,392-9,392-100%$1.6M———
Gould Capital, LLC
N/A—9,267-9,267-100%$1.6M———
Stephens Inc
N/A—9,233-9,233-100%$1.5M———
McLaughlin Asset Management, Inc.
N/A—9,188-9,188-100%$1.5M———
Scotia Capital Inc.
N/A—9,064-9,064-100%$1.5M———
Prelude Capital Management, LLC
N/A—9,029-9,029-100%$1.5M———
Encore Global Management, LP
N/A—9,000-9,000-100%$1.5M———
Magnetar Financial LLC
N/A—8,842-8,842-100%$1.5M———
Savvy Advisors, Inc.
N/A—8,560-8,560-100%$1.4M———
Longfellow Investment Management Co LLC
N/A—8,472-8,472-100%$1.4M———
Owlhouse Capital LP
N/A—8,200-8,200-100%$1.4M———
Sivia Capital Partners, LLC
N/A—8,196-8,196-100%$1.4M———
NWI Management LP
N/A—8,000-8,000-100%$1.3M———
Banque Cantonale Vaudoise
N/A—7,977-7,977-100%$1.3M———
Meiji Yasuda Life Insurance Co
N/A—7,847-7,847-100%$1.3M———
GW&K Investment Management, LLC
N/A—7,735-7,735-100%$1.3M———
Prosperity Consulting Group, LLC
N/A—7,674-7,674-100%$1.3M———
Onex Canada Asset Management Inc.
N/A—7,601-7,601-100%$1.3M———
Pallas Capital Advisors LLC
N/A—7,595-7,595-100%$1.3M———
Peak6 LLC
N/A—7,462-7,462-100%$1.3M———
Modern Wealth Management, LLC
N/A—7,289-7,289-100%$1.2M———
Snowden Capital Advisors LLC
N/A—7,261-7,261-100%$1.2M———
Hilltop Holdings Inc.
N/A—7,259-7,259-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—7,200-7,200-100%$1.2M———
Matters Capital LLC
N/A—7,131-7,131-100%$1.2M———
Hillsdale Investment Management Inc.
N/A—7,080-7,080-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—7,067-7,067-100%$1.2M———
Mutual Advisors, LLC
N/A—7,028-7,028-100%$1.2M———
Syon Capital LLC
N/A—7,026-7,026-100%$1.2M———
Wealthspire Advisors, LLC
N/A—7,002-7,002-100%$1.2M———
Checchi Capital Advisers, LLC
N/A—6,902-6,902-100%$1.2M———
AustralianSuper Pty Ltd
N/A—6,856-6,856-100%$1.1M———
RiverFront Investment Group, LLC
N/A—6,765-6,765-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—6,755-6,755-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—6,688-6,688-100%$1.1M———
Fiduciary Group, LLC
N/A—6,682-6,682-100%$1.1M———
J. Goldman & Co LP
N/A—6,675-6,675-100%$1.1M———
Copos Capital B.V.
N/A—6,668-6,668-100%$1.1M———
Edentree Asset Management Ltd
N/A—6,625-6,625-100%$1.1M———
Banque Transatlantique SA
N/A—6,568-6,568-100%$1.1M———
Xcelsior Advisor Partners LLC
N/A—6,529-6,529-100%$1.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—6,526-6,526-100%$1.1M———
Hunter Perkins Capital Management, LLC
N/A—6,500-6,500-100%$1.1K———
Dynasty Wealth Management, LLC
N/A—6,468-6,468-100%$1.1M———
Cary Street Partners Financial LLC
N/A—6,427-6,427-100%$1.1M———
Ostrum Asset Management
N/A—6,197-6,197-100%$1.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—6,186-6,186-100%$1.0M———
Old North State Trust, LLC
N/A—6,172-6,172-100%$1.0M———
Cloud Capital Management, LLC
N/A—6,137-6,137-100%$1.0M———
CFO4Life Group, LLC
N/A—6,098-6,098-100%$1.0M———
Bull Harbor Capital LLC
N/A—6,076-6,076-100%$1.0M———
Continuum Advisory, LLC
N/A—6,007-6,007-100%$1.0M———
Mirova
N/A—5,970-5,970-100%$1.0M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—5,914-5,914-100%$992.0K———
Frec Markets, Inc.
N/A—5,905-5,905-100%$990.4K———
Centaurus Financial, Inc.
N/A—5,881-5,881-100%$986.0K———
Bartlett & Co. Wealth Management LLC
N/A—5,852-5,852-100%$981.6K———
Composition Wealth, LLC
N/A—5,809-5,809-100%$974.4K———
Rothschild Investment LLC
N/A—5,786-5,786-100%$970.5K———
Numerai GP LLC
N/A—5,710-5,710-100%$957.7K———
NorthRock Partners, LLC
N/A—5,681-5,681-100%$952.9K———
Blueshift Asset Management, LLC
N/A—5,647-5,647-100%$947.2K———
NewEdge Wealth, LLC
N/A—5,526-5,526-100%$926.8K———
GTS Securities LLC
N/A—5,524-5,524-100%$926.5K———
AssuredPartners Investment Advisors, LLC
N/A—5,440-5,440-100%$912.4K———
ABN Amro Bank N.V.
N/A—5,431-5,431-100%$909.1K———
Anchor Investment Management, LLC
N/A—5,415-5,415-100%$908.2K———
Highview Capital Management LLC
N/A—5,257-5,257-100%$881.8K———
Ancora Advisors LLCA
N/A—5,154-5,154-100%$864.5K———
Patron Partners, LLC
N/A—5,037-5,037-100%$844.9K———
Game Creek Capital, LP
N/A—5,000-5,000-100%$838.7K———
Waddell & Associates, LLC
N/A—4,970-4,970-100%$833.6K———
Circle Wealth Management, LLC
N/A—4,883-4,883-100%$819.0K———
CreativeOne Wealth, LLC
N/A—4,880-4,880-100%$818.5K———
Kerrisdale Advisers, LLC
N/A—4,835-4,835-100%$811.0K———
IQ EQ Fund Management (Ireland) Ltd
N/A—4,775-4,775-100%$800.9K———
RWA Wealth Partners, LLC
N/A—4,765-4,765-100%$799.4K———
Swan Global Investments, LLC
N/A—4,753-4,753-100%$797.2K———
Kiley Juergens Wealth Management, LLC
N/A—4,746-4,746-100%$796.0K———
Stevens Capital Management LP
N/A—4,729-4,729-100%$793.0K———
F/m Investments LLC
N/A—4,668-4,668-100%$783.0K———
Wellspring Financial Advisors, LLC
N/A—4,607-4,607-100%$775.2K———
MainStreet Investment Advisors LLC
N/A—4,554-4,554-100%$763.8K———
Foundations Investment Advisors, LLC
N/A—4,540-4,540-100%$761.4K———
Severin Investments, LLC
N/A—4,450-4,450-100%$746.3K———
17 Capital Partners, LLC
N/A—4,417-4,417-100%$740.9K———
Proficio Capital Partners LLC
N/A—4,400-4,400-100%$738.0K———
AlphaGrep UK Ltd
N/A—4,390-4,390-100%$736.3K———
Volterra Technologies LP
N/A—4,365-4,365-100%$732.1K———
Venator Management LLC
N/A—4,350-4,350-100%$729.6K———
MidFirst Bank
N/A—4,343-4,343-100%$728.5K———
Unifi Asset Management LP
N/A—4,305-4,305-100%$722.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,243-4,243-100%$711.7K———
Lombard Odier Asset Management (Europe) Ltd
N/A—4,205-4,205-100%$705.3K———
Future Fund LLC
N/A—4,191-4,191-100%$703.0K———
Calydon Capital
N/A—4,157-4,157-100%$697.3K———
Wealth Alliance, LLC
N/A—4,112-4,112-100%$689.7K———
Constant Guidance Financial LLC
N/A—4,090-4,090-100%$686.0K———
Ellevest, Inc.
N/A—4,062-4,062-100%$680.6K———
PCM Encore, LLC
N/A—4,056-4,056-100%$680.3K———
Insigneo Advisory Services, LLC
N/A—3,965-3,965-100%$665.1K———
Occudo Quantitative Strategies LP
N/A—3,927-3,927-100%$658.7K———
Aigen Investment Management, LP
N/A—3,912-3,912-100%$656.2K———
Buckley Wealth Management, LLC
N/A—3,844-3,844-100%$644.6K———
Kingsview Wealth Management, LLC
N/A—3,816-3,816-100%$640.1K———
Evolve Private Wealth, LLC
N/A—3,782-3,782-100%$634.3K———
Gladstone Institutional Advisory LLC
N/A—3,753-3,753-100%$629.5K———
Bridgewater Advisors Inc.
N/A—3,733-3,733-100%$658.9K———
Westpac Banking Corp
N/A—3,690-3,690-100%$618.9K———
Wick Capital Partners, LLC
N/A—3,674-3,674-100%$616.2K———
Inceptionr LLC
N/A—3,643-3,643-100%$611.0K———
Delta Global Management LP
N/A—3,577-3,577-100%$600.0K———
Twinbeech Capital LP
N/A—3,576-3,576-100%$599.8K———
Fi3 Financial Advisors, LLC
N/A—3,554-3,554-100%$297.0K———
Advyzon Investment Management, LLC
N/A—3,539-3,539-100%$593.6K———
Fuller & Thaler Asset Management, Inc.
N/A—3,474-3,474-100%$582.7K———
Mokan Wealth Management Inc.
N/A—3,457-3,457-100%$580.0K———
LOM Asset Management Ltd
N/A—3,430-3,430-100%$575.3K———
World Investment Advisors
N/A—3,419-3,419-100%$680.4K———
Tyche Wealth Partners LLC
N/A—3,402-3,402-100%$570.6K———
LaSalle St. Investment Advisors, LLC
N/A—3,267-3,267-100%$548.0K———
Jackson Thornton Wealth Management, LLC
N/A—3,250-3,250-100%$545.1K———
Ausdal Financial Partners, Inc.
N/A—3,226-3,226-100%$541.1K———
OneAscent Family Office, LLC
N/A—3,217-3,217-100%$539.5K———
Fortis Capital Management LLC
N/A—3,158-3,158-100%$529.8K———
CIM Investment Management Inc
N/A—3,158-3,158-100%$529.7K———
Alpine Woods Capital Investors, LLC
N/A—3,143-3,143-100%$527.2K———
Clark Capital Management Group, Inc.
N/A—3,119-3,119-100%$523.2K———
Aster Capital Management (Difc) Ltd
N/A—3,086-3,086-100%$517.6K———
One Wealth Advisors, LLC
N/A—3,055-3,055-100%$512.4K———
Fukoku Mutual Life Insurance Co
N/A—3,019-3,019-100%$506.4K———
X-Square Capital, LLC
N/A—3,010-3,010-100%$505.0K———
Transamerica Financial Advisors, LLC
N/A—3,008-3,008-100%$504.7K———
Transcend Capital Advisors, LLC
N/A—3,007-3,007-100%$504.4K———
Fidelis Capital Partners, LLC
N/A—3,000-3,000-100%$503.2K———
Icon Advisers Inc
N/A—2,970-2,970-100%$498.2K———
FOX RUN Management, L.L.C.
N/A—2,963-2,963-100%$497.0K———
Marex Group Ltd
N/A—2,943-2,943-100%$493.6K———
Menard Financial Group LLC
N/A—2,850-2,850-100%$478.1K———
Duncan Williams Asset Management, LLC
N/A—2,828-2,828-100%$474.3K———
Kera Capital Partners, Inc.
N/A—2,822-2,822-100%$473.3K———
Cambria Investment Management, L.P.
N/A—2,775-2,775-100%$465.5K———
Kovack Advisors, Inc.
N/A—2,752-2,752-100%$470.8K———
North Dallas Bank & Trust Co
N/A—2,748-2,748-100%$460.9K———
Quotient Wealth Partners, LLC
N/A—2,718-2,718-100%$455.9K———
L2 Asset Management, LLC
N/A—2,707-2,707-100%$454.0K———
Whittier Trust Co of Nevada Inc
N/A—2,692-2,692-100%$497.3K———
Cary Street Partners Investment Advisory LLC
N/A—2,661-2,661-100%$446.3K———
Evercore Wealth Management, LLC
N/A—2,656-2,656-100%$445.5K———
Headinvest, LLC
N/A—2,622-2,622-100%$439.8K———
AXQ Capital, LP
N/A—2,598-2,598-100%$435.8K———
Horizon Family Wealth, Inc.
N/A—2,552-2,552-100%$428.2K———
Moneta Group Investment Advisors LLC
N/A—2,480-2,480-100%$416.0K———
Qtron Investments LLC
N/A—2,456-2,456-100%$411.9K———
Basecamp Wealth Advisors LLC
N/A—2,455-2,455-100%$411.8K———
Silvercrest Asset Management Group LLC
N/A—2,454-2,454-100%$411.6K———
MJP Associates Inc
N/A—2,445-2,445-100%$410.1K———
Aventura Private Wealth, LLC
N/A—2,416-2,416-100%$405.2K———
Gateway Wealth Partners, LLC
N/A—2,336-2,336-100%$391.8K———
Pure Financial Advisors, LLC
N/A—2,313-2,313-100%$388.0K———
Independent Family Office, LLC
N/A—2,268-2,268-100%$380.4K———
Resurgent Financial Advisors LLC
N/A—2,263-2,263-100%$379.6K———
GSA Capital Partners LLP
N/A—2,248-2,248-100%$377.0K———
Bank of Hawaii
N/A—2,244-2,244-100%$376.4K———
Choate Investment Advisors
N/A—2,216-2,216-100%$371.7K———
Centiva Capital, LP
N/A—2,207-2,207-100%$370.2K———
Financial Engines Advisors L.L.C.
N/A—2,205-2,205-100%$369.8K———
Consilio Wealth Advisors, LLC
N/A—2,201-2,201-100%$369.2K———
Silver Coast Investments LLC
N/A—2,194-2,194-100%$368.0K———
OneAscent Financial Services LLC
N/A—2,174-2,174-100%$364.5K———
Quantessence Capital LLC
N/A—2,140-2,140-100%$358.9K———
Dover Advisors, LLC
N/A—2,137-2,137-100%$433.9K———
South Plains Financial, Inc.
N/A—2,132-2,132-100%$357.6K———
IMA Advisory Services, Inc.
N/A—2,091-2,091-100%$350.7K———
New Age Alpha Advisors, LLC
N/A—2,047-2,047-100%$343.3K———
Alphadyne Asset Management LP
N/A—2,033-2,033-100%$341.0K———
Bulltick Wealth Management, LLC
N/A—2,016-2,016-100%$338.1K———
PFG Investments, LLC
N/A—2,001-2,001-100%$335.7K———
Waterloo Capital, L.P.
N/A—1,980-1,980-100%$332.1K———
Townsquare Capital LLC
N/A—1,974-1,974-100%$331.1K———
Liberty Square Wealth Partners LLC
N/A—1,973-1,973-100%$330.9K———
Orion Capital Management LLC
N/A—1,910-1,910-100%$320.4K———
Baader Bank Aktiengesellschaft
N/A—1,886-1,886-100%$316.3K———
Readystate Asset Management LP
N/A—1,865-1,865-100%$312.8K———
Winthrop Partners - WNY, LLC
N/A—1,846-1,846-100%$309.6K———
Heartland Bank & Trust Co
N/A—1,817-1,817-100%$304.8K———
LWM Advisory Services, LLC
N/A—1,780-1,780-100%$298.6K———
Marble Wealth, LLC
N/A—1,776-1,776-100%$297.9K———
Summit Wealth Partners, LLC
N/A—1,773-1,773-100%$297.4K———
Fullerton Fund Management Co Ltd.
N/A—1,762-1,762-100%$295.5K———
Tiaa Wealth Investment Management LLC
N/A—1,751-1,751-100%$294.1K———
BSW Wealth Partners
N/A—1,739-1,739-100%$291.7K———
Infrastructure Capital Advisors, LLC
N/A—1,694-1,694-100%$284.1K———
CSM Advisors, LLC
N/A—1,684-1,684-100%$283.0K———
Rothschild Wealth LLC
N/A—1,682-1,682-100%$282.1K———
IHT Wealth Management, LLC
N/A—1,642-1,642-100%$275.4K———
Planning Center, Inc.
N/A—1,634-1,634-100%$274.1K———
W1m Asset Management Ltd
N/A—1,621-1,621-100%$271.8K———
Farringdon Capital, Ltd.
N/A—1,616-1,616-100%$271.1K———
Kintra Wealth, LLC
N/A—1,598-1,598-100%$293.0K———
New Republic Capital, LLC
N/A—1,582-1,582-100%$265.3K———
Keel Point, LLC
N/A—1,564-1,564-100%$262.3K———
Sagewood Asset Management LP
N/A—1,557-1,557-100%$261.2K———
Performance Wealth Partners, LLC
N/A—1,556-1,556-100%$260.9K———
Stonebrook Private Inc.
N/A—1,556-1,556-100%$260.9K———
Spirepoint Private Client, LLC
N/A—1,549-1,549-100%$259.8K———
Blalock Williams, LLC
N/A—1,545-1,545-100%$259.1K———
Rogco, LP
N/A—1,544-1,544-100%$259.0K———
Knightsbridge Asset Management, LLC
N/A—1,542-1,542-100%$258.6K———
Vantus Wealth LLC
N/A—1,526-1,526-100%$256.0K———
Capital Financial Group Inc\co\
N/A—1,520-1,520-100%$255.0K———
Tocqueville Asset Management L.P.
N/A—1,504-1,504-100%$252.3K———
BFC Planning, Inc.
N/A—1,474-1,474-100%$247.3K———
Flow Traders U.S. LLC
N/A—1,470-1,470-100%$247.0K———
Advisory Alpha, LLC
N/A—1,456-1,456-100%$244.3K———
EntryPoint Capital, LLC
N/A—1,452-1,452-100%$243.5K———
Operose Advisors LLC
N/A—1,450-1,450-100%$243.2K———
Meadowbrook Advisors Group, LLC
N/A—1,449-1,449-100%$243.0K———
Essex Financial Services, Inc.
N/A—1,443-1,443-100%$242.0K———
Phillips Wealth Planners LLC
N/A—1,426-1,426-100%$263.4K———
EWA, LLC
N/A—1,420-1,420-100%$238.2K———
Compass Capital Corp
N/A—1,415-1,415-100%$251.2K———
Flax Pond Capital, LLC
N/A—1,409-1,409-100%$236.3K———
Aspire Capital Advisors LLC
N/A—1,382-1,382-100%$231.8K———
Nicolet Bankshares Inc
N/A—1,380-1,380-100%$250.9K———
Stratos Wealth Advisors, LLC
N/A—1,370-1,370-100%$229.8K———
Doheny Asset Management
N/A—1,370-1,370-100%$230.0K———
Destination Wealth Management
N/A—1,349-1,349-100%$226.3K———
Klcm Advisors, Inc.
N/A—1,342-1,342-100%$225.1K———
Brookwood Investment Group LLC
N/A—1,314-1,314-100%$220.4K———
Crawford Investment Counsel Inc
N/A—1,306-1,306-100%$219.1K———
Legacy Wealth Advisors, LLC
N/A—1,303-1,303-100%$218.6K———
Drucker Wealth 3.0, LLC
N/A—1,301-1,301-100%$218.3K———
Claret Asset Management Corp
N/A—1,297-1,297-100%$218.0K———
Cyber Hornet ETFs LLC
N/A—1,267-1,267-100%$212.5K———
VestGen Investment Management
N/A—1,254-1,254-100%$210.3K———
Stock Yards Bank & Trust Co
N/A—1,241-1,241-100%$208.2K———
Atalanta Sosnoff Capital, LLC
N/A—1,218-1,218-100%$204.3K———
Mosaic Family Wealth Partners, LLC
N/A—1,218-1,218-100%$204.3K———
Renaissance Group LLC
N/A—1,209-1,209-100%$202.8K———
Widmann Financial Services, Inc.
N/A—1,194-1,194-100%$200.3K———
Colonial Trust Co / SC
N/A—1,175-1,175-100%$197.1K———
CVA Family Office, LLC
N/A—1,166-1,166-100%$195.5K———
HM Payson & Co
N/A—1,157-1,157-100%$194.1K———
Hills Bank & Trust Co
N/A—1,119-1,119-100%$187.7K———
Limestone Investment Advisors LP
N/A—1,020-1,020-100%$171.1K———
Strategic Investment Advisors / MI
N/A—947-947-100%$158.8K———
Napier Financial, LLC
N/A—922-922-100%$154.6K———
Mpwm Advisory Solutions, LLC
N/A—915-915-100%$153.5K———
Prosperity Bancshares Inc
N/A—914-914-100%$153.3K———
1248 Management, LLC
N/A—900-900-100%$151.0K———
Cohen & Steers, Inc.
N/A—900-900-100%$151.0K———
Ameriflex Group, Inc.
N/A—871-871-100%$146.1K———
Anchor Bay Capital, Inc.
N/A—805-805-100%$143.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—795-795-100%$133.3K———
SHP Wealth Management
N/A—750-750-100%$125.8K———
Tiaa Trust, National Association
N/A—662-662-100%$111.0K———
Dixon Mitchell Investment Counsel Inc.
N/A—651-651-100%$109.2K———
Synergy Investment Management, LLC
N/A—581-581-100%$104.6K———
BOK Financial Private Wealth, Inc.
N/A—538-538-100%$90.2K———
LRI Investments, LLC
N/A—491-491-100%$82.4K———
Keating Financial Advisory Services, Inc.
N/A—480-480-100%$80.5K———
Bogart Wealth, LLC
N/A—474-474-100%$79.5K———
Truvestments Capital LLC
N/A—411-411-100%$68.9K———
Private Wealth Asset Management, LLC
N/A—405-405-100%$67.9K———
Miller Capital Partners, Inc.
N/A—390-390-100%$65.4K———
Colonial Trust Advisors
N/A—367-367-100%$61.6K———
Prestige Wealth Management Group LLC
N/A—346-346-100%$58.0K———
Kilter Group LLC
N/A—324-324-100%$54.3K———
Webster Bank, N. A.
N/A—314-314-100%$52.7K———
Meeder Asset Management Inc
N/A—313-313-100%$52.5K———
EFG International AG
N/A—311-311-100%$52.2K———
Fiduciary Financial Advisors
N/A—310-310-100%$50.5K———
Pingora Partners LLC
N/A—310-310-100%$52.0K———
Vanguard National Trust Co
N/A—309-309-100%$51.8K———
Glen Eagle Advisors, LLC
N/A—304-304-100%$51.1K———
Strategic Wealth Partners, Ltd.
N/A—296-296-100%$49.7K———
Allied Private Wealth LLC
N/A—277-277-100%$50.0K———
Johnson Financial Group, Inc.
N/A—273-273-100%$45.8K———
Steigerwald, Gordon & Koch Inc.
N/A—265-265-100%$44.4K———
Medallion Wealth Advisors, LLC
N/A—250-250-100%$41.9K———
Lavaca Capital LLC
N/A—239-239-100%$40.1K———
WHI Trust Co LLC
N/A—200-200-100%$33.5K———
Capital Innovations LLC
N/A—194-194-100%$33———
JPL Wealth Management, LLC
N/A—188-188-100%$31.5K———
Kemnay Advisory Services Inc.
N/A—187-187-100%$31.4K———
Pinney & Scofield, Inc.
N/A—175-175-100%$29.4K———
Dunhill Financial, LLC
N/A—159-159-100%$26.7K———
Millstone Evans Group, LLC
N/A—159-159-100%$26.7K———
Delta Asset Management LLC
N/A—157-157-100%$26.3K———
Seneschal Advisors, LLC
N/A—152-152-100%$25.5K———
Bruce G. Allen Investments, LLC
N/A—148-148-100%$24.8K———
Evelyn Partners Group Ltd
N/A—143-143-100%$23.9K———
Hollencrest Capital Management
N/A—120-120-100%$20.1K———
HFM Investment Advisors, LLC
N/A—115-115-100%$19.3K———
ST Germain D J Co Inc
N/A—113-113-100%$19.0K———
Kerr Financial Planning Corp
N/A—112-112-100%$18.7K———
JDM Financial Group LLC
N/A—104-104-100%$17.4K———
WealthCollab, LLC
N/A—100-100-100%$16.8K———
Stance Capital LLC
N/A—100-100-100%$16.8K———
Measured Wealth Private Client Group, LLC
N/A—85-85-100%$14.3K———
Cornerstone Financial Management LLC
N/A—77-77-100%$12.9K———
1015 Capital Partners, LLC
N/A—75-75-100%$12.6K———
Raffa Wealth Management, LLC
N/A—71-71-100%$11.9K———
Frazier Financial Advisors, LLC
N/A—63-63-100%$10.5K———
Crewe Advisors LLC
N/A—56-56-100%$9.4K———
Westfuller Advisors, LLC
N/A—54-54-100%$9.1K———
HHM Wealth Advisors, LLC
N/A—53-53-100%$8.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—52-52-100%$8.8K———
TD Capital Management LLC
N/A—51-51-100%$8.6K———
Vision Retirement, LLC
N/A—50-50-100%$8.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—46-46-100%$7.8K———
McMillan Office, Inc.
N/A—46-46-100%$7.7K———
Mcguire Capital Advisors Inc
N/A—45-45-100%$7.5K———
Boreal Capital Management LLC
N/A—42-42-100%$7.0K———
PIN OAK Investment Advisors Inc
N/A—40-40-100%$7———
Rialto Wealth Management, LLC
N/A—32-32-100%$5.4K———
Reyl & Cie S.A.
N/A—30-30-100%$6.3K———
Imprint Wealth LLC
N/A—29-29-100%$4.9K———
Fourth Dimension Wealth, LLC
N/A—28-28-100%$4.7K———
Clal Insurance Enterprises Holdings Ltd
N/A—27-27-100%$5———
Chesapeake Asset Management LLC
N/A—26-26-100%$4.4K———
Wellington-Altus USA Inc.
N/A—22-22-100%$4.6K———
Bard Associates Inc
N/A—21-21-100%$3.5K———
SOA Wealth Advisors, Llc.
N/A—19-19-100%$3.2K———
Financial Gravity Companies, Inc.
N/A—18-18-100%$3.0K———
Harborfront Financial Group LLC
N/A—14-14-100%$2.3K———
Aberdeen Wealth Management LLC
N/A—13-13-100%$2.2K———
Investors Portfolio Services LLC
N/A—12-12-100%$2.0K———
Beaird Harris Wealth Management, LLC
N/A—12-12-100%$2.0K———
Ogorek Anthony Joseph
N/A—11-11-100%$1———
Richard W. Paul & Associates, LLC
N/A—10-10-100%$1.7K———
Financial Avengers, Inc.
N/A—7-7-100%$1.2K———
Consultiva Wealth Management, Corp.
N/A—6-6-100%$1.0K———
Vanguard Advisers Inc
N/A—6-6-100%$1.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—5-5-100%$839———
Strategic Investment Solutions, Inc.
N/A—5-5-100%$877———
Quarry LP
N/A—5-5-100%$839———
Atomic Invest LLC
N/A—5-5-100%$911———
Oakmont Advisory Group, LLC
N/A—4-4-100%$671———
Sittner & Nelson, LLC
N/A—3-3-100%$504———
Cordant, Inc.
N/A—1-1-100%$104———
Osbon Capital Management LLC
N/A—1-1-100%$167———
Maplelane Capital, LLC
N/A—1-1-100%$168———
Showing 1751 of 1751 institutions