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Taiwan Semiconductor (TSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sanders Capital, LLC
DECREASED
Shares24,455,974 from 26,149,064
Change-1,693,090 (-6%)
Value$11.2B (-$1.3B)
Filed 2026-11-02
Fisher Asset Management, LLC
INCREASED
Shares18,932,587 from 18,866,198
Change+66,389 (+0%)
Value$8.6B (-$373.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares6,922,082 from 7,812,021
Change-889,939 (-11%)
Value$3.2B (-$573.0M)
Filed 2026-11-05
PineStone Asset Management Inc.
DECREASED
Shares4,631,892 from 4,959,994
Change-328,102 (-7%)
Value$2.1B (-$255.2M)
Filed 2026-10-16
William Blair Investment Management, LLC
DECREASED
Shares4,586,962 from 4,936,408
Change-349,446 (-7%)
Value$2.1B (-$265.2M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares4,057,858 from 3,605,892
Change+451,966 (+13%)
Value$1.9B (+$130.4M)
Filed 2026-11-06
Fiera Capital Corp
DECREASED
Shares3,175,915 from 3,375,249
Change-199,334 (-6%)
Value$1.4B (-$163.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares3,100,603 from 3,107,543
Change-6,940 (0%)
Value$1.4B (-$69.6M)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares2,919,824 from 3,292,893
Change-373,069 (-11%)
Value$1.3B (-$240.6M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares2,279,253 from 2,203,052
Change+76,201 (+3%)
Value$1.0B (-$12.3M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares2,078,952 from 3,347,667
Change-1,268,715 (-38%)
Value$948.4M (-$650.3M)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares1,971,876 from 1,971,042
Change+834 (+0%)
Value$899.6M (-$41.8M)
Filed 2026-11-02
Amundi
INCREASED
Shares1,968,150 from 1,657,486
Change+310,664 (+19%)
Value$897.9M (+$106.3M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares1,717,515 from 1,026,992
Change+690,523 (+67%)
Value$783.5M (+$293.1M)
Filed 2026-10-15
DekaBank Deutsche Girozentrale
INCREASED
Shares1,711,996 from 1,327,786
Change+384,210 (+29%)
Value$782.4K (+$363.7K)
Filed 2026-10-27
Bahl & Gaynor LLC
INCREASED
Shares1,636,856 from 1,405,699
Change+231,157 (+16%)
Value$746.7M (+$75.4M)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares1,587,216 from 1,588,382
Change-1,166 (0%)
Value$724.1M (-$34.5M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,555,320 from 1,386,385
Change+168,935 (+12%)
Value$710.9K (-$661.4M)
Filed 2026-11-02
AMF Tjanstepension AB
DECREASED
Shares1,502,106 from 1,555,194
Change-53,088 (-3%)
Value$685.2M (-$57.5M)
Filed 2026-10-22
Swedbank AB
DECREASED
Shares1,381,105 from 1,438,520
Change-57,415 (-4%)
Value$630.0M (-$56.9M)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,210,323 from 967,683
Change+242,640 (+25%)
Value$552.1M (+$93.8M)
Filed 2026-10-29
Parnassus Investments, LLC
INCREASED
Shares1,187,107 from 359,694
Change+827,413 (+230%)
Value$541.5M (+$369.8M)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares1,092,449 from 1,066,627
Change+25,822 (+2%)
Value$498.4M (-$11.0M)
Filed 2026-11-06
Mirova US LLC
DECREASED
Shares1,072,260 from 1,137,112
Change-64,852 (-6%)
Value$489.2M (-$53.9M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,009,665 from 996,829
Change+12,836 (+1%)
Value$463.6M (+$20.8M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares975,301 from 1,082,496
Change-107,195 (-10%)
Value$444.9M (-$72.0M)
Filed 2026-11-03
Ninety One UK Ltd
DECREASED
Shares962,267 from 1,470,148
Change-507,881 (-35%)
Value$439.0M (-$263.1M)
Filed 2026-10-15
Meitav Investment House LTD
INCREASED
Shares933,445 from 841,661
Change+91,784 (+11%)
Value$425.8M (+$24.0M)
Filed 2026-10-28
Trinity Street Asset Management LLP
DECREASED
Shares855,571 from 930,851
Change-75,280 (-8%)
Value$390.3M (-$54.2M)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares810,948 from 769,805
Change+41,143 (+5%)
Value$369.9M (+$2.3M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares768,436 from 707,850
Change+60,586 (+9%)
Value$350.6M (+$12.5M)
Filed 2026-11-02
Locust Wood Capital Advisers, LLC
INCREASED
Shares758,942 from 705,818
Change+53,124 (+8%)
Value$346.2M (+$9.1M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares751,987 from 1,106,266
Change-354,279 (-32%)
Value$343.0M (-$185.3M)
Filed 2026-10-20
Prime Capital Management Co Ltd
UNCHANGED
Shares663,808 from 663,808
Change0 (0%)
Value$302.8M (-$14.2M)
Filed 2026-11-06
Fort Washington Investment Advisors Inc
DECREASED
Shares653,095 from 653,800
Change-705 (0%)
Value$297.9M (-$14.3M)
Filed 2026-10-15
Geode Capital Management, LLC
INCREASED
Shares645,601 from 626,103
Change+19,498 (+3%)
Value$294.5M (-$4.5M)
Filed 2026-11-06
Canoe Financial LP
DECREASED
Shares642,620 from 720,570
Change-77,950 (-11%)
Value$295.1M (-$49.0M)
Filed 2026-10-21
Aberdeen Group plc
INCREASED
Shares642,465 from 116,899
Change+525,566 (+450%)
Value$9.2M (-$46.6M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares640,691 from 611,030
Change+29,661 (+5%)
Value$292.3M (+$467.6K)
Filed 2026-10-30
AGF Management LTD
INCREASED
Shares627,226 from 624,253
Change+2,973 (+0%)
Value$286.1M (-$12.0M)
Filed 2026-11-03
Allen Investment Management, LLC
DECREASED
Shares626,949 from 642,057
Change-15,108 (-2%)
Value$286.0M (-$20.6M)
Filed 2026-11-03
Candriam S.C.A.
INCREASED
Shares620,955 from 605,672
Change+15,283 (+3%)
Value$284.3M (-$4.7M)
Filed 2026-11-03
Arga Investment Management, LP
DECREASED
Shares600,986 from 611,651
Change-10,665 (-2%)
Value$274.2M (-$17.9M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares600,806 from 597,043
Change+3,763 (+1%)
Value$274.1M (-$11.0M)
Filed 2026-10-21
Thrivent Financial for Lutherans
DECREASED
Shares573,403 from 574,629
Change-1,226 (0%)
Value$261.6K (-$264.1M)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
INCREASED
Shares555,093 from 550,730
Change+4,363 (+1%)
Value$238.6M (+$5.1M)
Filed 2026-11-04
C WorldWide Group Holding A/S
DECREASED
Shares533,365 from 558,118
Change-24,753 (-4%)
Value$243.3K (-$266.3M)
Filed 2026-11-04
Carrhae Capital LLP
INCREASED
Shares507,110 from 414,556
Change+92,554 (+22%)
Value$231.3M (+$33.4M)
Filed 2026-10-20
M&G Plc
INCREASED
Shares502,093 from 451,917
Change+50,176 (+11%)
Value$229.0M (+$12.9M)
Filed 2026-11-04
Aegon Asset Management UK PLC
DECREASED
Shares488,821 from 507,542
Change-18,721 (-4%)
Value$223.0M (-$19.4M)
Filed 2026-11-04
Imc-Chicago, LLC
DECREASED
Shares478,542 from 1,149,192
Change-670,650 (-58%)
Value$218.3M (-$330.5M)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares470,448 from 464,509
Change+5,939 (+1%)
Value$214.6M (-$7.2M)
Filed 2026-10-30
Alphinity Investment Management Pty Ltd
DECREASED
Shares454,943 from 662,245
Change-207,302 (-31%)
Value$207.5M (-$108.7M)
Filed 2026-11-02
Cookson Peirce & Co Inc
DECREASED
Shares448,552 from 450,703
Change-2,151 (0%)
Value$204.6M (-$10.6M)
Filed 2026-10-30
Hyperion Asset Management Ltd
INCREASED
Shares447,377 from 264,296
Change+183,081 (+69%)
Value$204.1M (+$77.9M)
Filed 2026-10-20
Sustainable Growth Advisers, LP
INCREASED
Shares444,118 from 90,462
Change+353,656 (+391%)
Value$202.6M (+$159.4M)
Filed 2026-10-15
LBP AM SA
DECREASED
Shares438,294 from 463,710
Change-25,416 (-5%)
Value$199.9M (-$21.5M)
Filed 2026-11-06
WT Asset Management Ltd
DECREASED
Shares436,401 from 456,906
Change-20,505 (-4%)
Value$199.1M (-$19.1M)
Filed 2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares426,539 from 437,543
Change-11,004 (-3%)
Value$194.6M (-$14.4M)
Filed 2026-10-29
Sarasin & Partners LLP
DECREASED
Shares402,473 from 529,518
Change-127,045 (-24%)
Value$183.6M (-$69.3M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares397,402 from 379,211
Change+18,191 (+5%)
Value$89.4M (+$14.1M)
Filed 2026-10-13
Flossbach VON Storch SE
INCREASED
Shares394,920 from 386,030
Change+8,890 (+2%)
Value$180.2M (-$4.2M)
Filed 2026-10-28
Chicago Capital, LLC
DECREASED
Shares382,729 from 385,407
Change-2,678 (-1%)
Value$174.6M (-$9.5M)
Filed 2026-10-13
ABN Amro Investment Solutions
INCREASED
Shares379,929 from 300,346
Change+79,583 (+27%)
Value$173.3M (+$29.9M)
Filed 2026-10-21
iA Global Asset Management Inc.
DECREASED
Shares367,659 from 392,013
Change-24,354 (-6%)
Value$167.7K (-$187.0M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares355,028 from 363,753
Change-8,725 (-2%)
Value$162.0M (-$11.8M)
Filed 2026-11-05
Lingotto Investment Management LLP
INCREASED
Shares353,243 from 308,743
Change+44,500 (+14%)
Value$161.1M (+$13.7M)
Filed 2026-10-27
Banque Pictet & CIE SA
DECREASED
Shares334,782 from 360,580
Change-25,798 (-7%)
Value$152.7M (-$19.5M)
Filed 2026-10-16
Sapient Capital LLC
INCREASED
Shares323,222 from 255,676
Change+67,546 (+26%)
Value$147.8M (+$25.5M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares321,555 from 325,498
Change-3,943 (-1%)
Value$146.7M (-$8.8M)
Filed 2026-11-02
Factory Mutual Insurance Co
DECREASED
Shares314,325 from 316,675
Change-2,350 (-1%)
Value$143.4M (-$7.8M)
Filed 2026-10-30
Generate Investment Management Ltd
INCREASED
Shares304,513 from 214,587
Change+89,926 (+42%)
Value$138.9M (+$36.4M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares293,606 from 287,452
Change+6,154 (+2%)
Value$133.9K (-$137.1M)
Filed 2026-11-02
TT International Asset Management LTD
INCREASED
Shares283,094 from 220,407
Change+62,687 (+28%)
Value$129.1M (+$31.2M)
Filed 2026-10-30
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares276,855 from 276,275
Change+580 (+0%)
Value$126.3M (-$5.6M)
Filed 2026-10-22
Mcdaniel Terry & Co
DECREASED
Shares268,814 from 273,518
Change-4,704 (-2%)
Value$122.6M (-$8.0M)
Filed 2026-11-05
Bank Pictet & Cie (Europe) AG
DECREASED
Shares260,438 from 266,874
Change-6,436 (-2%)
Value$118.8M (-$8.6M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares258,778 from 252,911
Change+5,867 (+2%)
Value$118.1M (-$2.7M)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares257,581 from 242,029
Change+15,552 (+6%)
Value$118.4M (+$10.8M)
Filed 2026-10-16
Boston Common Asset Management, LLC
DECREASED
Shares254,658 from 265,251
Change-10,593 (-4%)
Value$116.2M (-$10.5M)
Filed 2026-10-13
Perpetual Ltd
DECREASED
Shares254,651 from 294,694
Change-40,043 (-14%)
Value$116.2M (-$24.6M)
Filed 2026-10-13
Raiffeisen Bank International AG
DECREASED
Shares251,953 from 280,082
Change-28,129 (-10%)
Value$115.1M (-$12.3M)
Filed 2026-10-28
Montrusco Bolton Investments Inc.
DECREASED
Shares251,239 from 362,899
Change-111,660 (-31%)
Value$114.6M (-$58.7M)
Filed 2026-10-13
Obermeyer Wealth Partners
DECREASED
Shares248,539 from 250,513
Change-1,974 (-1%)
Value$113.4M (-$6.3M)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares241,441 from 223,763
Change+17,678 (+8%)
Value$110.1M (+$3.1M)
Filed 2026-11-04
Todd Asset Management LLC
INCREASED
Shares235,217 from 218,389
Change+16,828 (+8%)
Value$107.3M (+$3.0M)
Filed 2026-10-27
Schwartz Investment Counsel Inc
DECREASED
Shares234,350 from 235,882
Change-1,532 (-1%)
Value$106.9M (-$5.7M)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares230,689 from 242,019
Change-11,330 (-5%)
Value$105.2M (-$10.3M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares229,621 from 205,009
Change+24,612 (+12%)
Value$104.8M (+$6.8M)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares223,990 from 245,867
Change-21,877 (-9%)
Value$102.2M (-$15.2M)
Filed 2026-10-21
Hudson Edge Investment Partners Inc.
DECREASED
Shares219,303 from 228,303
Change-9,000 (-4%)
Value$100.0M (-$9.0M)
Filed 2026-10-28
Guinness Asset Management LTD
DECREASED
Shares203,933 from 206,434
Change-2,501 (-1%)
Value$93.0M (-$4.2M)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares202,230 from 204,347
Change-2,117 (-1%)
Value$92.6M (+$3.3M)
Filed 2026-10-13
Davidson Investment Advisors
DECREASED
Shares197,382 from 200,103
Change-2,721 (-1%)
Value$90.0M (-$5.5M)
Filed 2026-10-20
Blue Grotto Capital, LLC
INCREASED
Shares196,850 from 184,668
Change+12,182 (+7%)
Value$89.8M (+$1.6M)
Filed 2026-11-04
Kapitalo Investimentos Ltda
INCREASED
Shares193,644 from 183,054
Change+10,590 (+6%)
Value$88.3M (+$917.4K)
Filed 2026-10-20
AMI Asset Management Corp
DECREASED
Shares188,836 from 195,360
Change-6,524 (-3%)
Value$86.1M (-$7.2M)
Filed 2026-10-20
Sava Infond d.o.o.
INCREASED
Shares188,250 from 175,220
Change+13,030 (+7%)
Value$85.9M (+$2.2M)
Filed 2026-10-28
Pictet North America Advisors SA
INCREASED
Shares180,906 from 178,783
Change+2,123 (+1%)
Value$82.5M (-$2.9M)
Filed 2026-10-21
Pictet Asset Management Holding SA
DECREASED
Shares179,552 from 337,162
Change-157,610 (-47%)
Value$81.9M (-$79.1M)
Filed 2026-11-03
E. Ohman J:or Asset Management AB
INCREASED
Shares168,356 from 151,891
Change+16,465 (+11%)
Value$76.8M (+$4.3M)
Filed 2026-10-22
Y.D. More Investments Ltd
DECREASED
Shares165,256 from 173,610
Change-8,354 (-5%)
Value$75.4M (-$7.5M)
Filed 2026-11-02
Gladstone Capital Management LLP
DECREASED
Shares163,388 from 169,817
Change-6,429 (-4%)
Value$74.5M (-$6.6M)
Filed 2026-11-06
Ninety One North America, Inc.
INCREASED
Shares161,824 from 98,931
Change+62,893 (+64%)
Value$73.8M (+$26.6M)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
DECREASED
Shares159,934 from 169,291
Change-9,357 (-6%)
Value$73.0M (-$7.9M)
Filed 2026-10-27
Fulton Breakefield Broenniman LLC
DECREASED
Shares155,762 from 157,528
Change-1,766 (-1%)
Value$71.1M (-$4.2M)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
INCREASED
Shares151,015 from 146,297
Change+4,718 (+3%)
Value$68.9M (-$975.5K)
Filed 2026-10-20
Formuepleje A/S
INCREASED
Shares150,978 from 147,992
Change+2,986 (+2%)
Value$68.9M (-$1.8M)
Filed 2026-10-15
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares150,700 from 150,700
Change0 (0%)
Value$68.7M (-$3.2M)
Filed 2026-10-06
Academy Capital Management
DECREASED
Shares146,740 from 148,602
Change-1,862 (-1%)
Value$66.9M (-$4.0M)
Filed 2026-11-05
KBC Group NV
DECREASED
Shares140,919 from 240,184
Change-99,265 (-41%)
Value$64.3K (-$114.6M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares139,829 from 133,986
Change+5,843 (+4%)
Value$63.8M (-$199.0K)
Filed 2026-10-15
Provident Investment Management, Inc.
DECREASED
Shares138,002 from 139,649
Change-1,647 (-1%)
Value$63.0M (-$3.7M)
Filed 2026-10-23
Oriental Harbor Investment Master Fund
INCREASED
Shares137,674 from 137,289
Change+385 (+0%)
Value$62.8M (-$2.8M)
Filed 2026-10-22
Asset Management One Co., Ltd.
DECREASED
Shares135,896 from 152,054
Change-16,158 (-11%)
Value$62.0M (-$10.6M)
Filed 2026-10-27
Loftus Peak Pty Ltd
INCREASED
Shares134,934 from 129,033
Change+5,901 (+5%)
Value$61.6M (-$66.7K)
Filed 2026-10-15
Deprince Race & Zollo Inc
DECREASED
Shares133,621 from 154,671
Change-21,050 (-14%)
Value$61.0M (-$12.9M)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares133,582 from 128,423
Change+5,159 (+4%)
Value$60.9M (-$392.2K)
Filed 2026-10-26
Kornitzer Capital Management Inc
INCREASED
Shares131,339 from 114,851
Change+16,488 (+14%)
Value$59.9M (+$5.1M)
Filed 2026-11-03
Jordan Park Group LLC
UNCHANGED
Shares129,956 from 129,956
Change0 (0%)
Value$59.3M (-$2.8M)
Filed 2026-11-06
Milestones Administradora de Recursos Ltda.
INCREASED
Shares127,032 from 116,534
Change+10,498 (+9%)
Value$58.0M (+$2.3M)
Filed 2026-10-21
Twin Peaks Capital Ltd
INCREASED
Shares126,930 from 116,530
Change+10,400 (+9%)
Value$57.9M (+$2.3M)
Filed 2026-11-03
Zevenbergen Capital Investments LLC
INCREASED
Shares125,498 from 108,665
Change+16,833 (+15%)
Value$57.3M (+$5.4M)
Filed 2026-10-08
Baskin Financial Services Inc.
DECREASED
Shares123,941 from 126,947
Change-3,006 (-2%)
Value$56.5K (-$4.1K)
Filed 2026-10-19
Achmea Investment Management B.V.
NEW
Shares121,929
Change+121,929
Value$55.7M
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED
Shares118,993 from 140,330
Change-21,337 (-15%)
Value$54.3M (-$12.7M)
Filed 2026-10-05
Noesis Capital Mangement Corp
INCREASED
Shares117,403 from 114,610
Change+2,793 (+2%)
Value$53.6M (-$1.2M)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
DECREASED
Shares117,280 from 118,491
Change-1,211 (-1%)
Value$53.5M (-$3.1M)
Filed 2026-10-15
Bailard, Inc.
DECREASED
Shares117,007 from 117,803
Change-796 (-1%)
Value$53.4M (-$2.9M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares116,445 from 107,319
Change+9,126 (+9%)
Value$53.1M (+$1.9M)
Filed 2026-10-29
Norris Perne & French LLP
DECREASED
Shares116,176 from 149,536
Change-33,360 (-22%)
Value$53.0M (-$18.4M)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares115,948 from 93,176
Change+22,772 (+24%)
Value$52.9M (+$14.5M)
Filed 2026-11-06
Vantage Investment Partners, LLC
DECREASED
Shares113,673 from 117,577
Change-3,904 (-3%)
Value$51.9M (-$4.3M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares113,073 from 30,807
Change+82,266 (+267%)
Value$51.6M (+$36.9M)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED
Shares112,154 from 134,811
Change-22,657 (-17%)
Value$51.2M (-$13.2M)
Filed 2026-10-29
FengHe Fund Management Pte. Ltd.
DECREASED
Shares109,586 from 166,075
Change-56,489 (-34%)
Value$50.0M (-$29.3M)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares108,860 from 110,378
Change-1,518 (-1%)
Value$49.7M (-$3.1M)
Filed 2026-10-29
Eurizon Capital SGR S.p.A.
DECREASED
Shares108,833 from 116,218
Change-7,385 (-6%)
Value$49.7M (-$4.5M)
Filed 2026-11-06
Cardinal Capital Management, Inc.
INCREASED
Shares108,640 from 107,564
Change+1,076 (+1%)
Value$49.6M (-$1.8M)
Filed 2026-10-16
Ethic Inc.
INCREASED
Shares108,309 from 100,553
Change+7,756 (+8%)
Value$49.4M (+$1.4M)
Filed 2026-11-03
Daiwa Securities Group Inc.
DECREASED
Shares108,119 from 336,289
Change-228,170 (-68%)
Value$49.3M (-$111.3M)
Filed 2026-10-29
71 West Capital Partners
DECREASED
Shares107,262 from 107,833
Change-571 (-1%)
Value$48.9M (-$2.6M)
Filed 2026-11-04
AIA Group Ltd
DECREASED
Shares105,153 from 124,444
Change-19,291 (-15%)
Value$48.0M (-$11.5M)
Filed 2026-10-30
Nykredit A/S
DECREASED
Shares104,817 from 163,854
Change-59,037 (-36%)
Value$47.8M (-$30.4M)
Filed 2026-11-06
Mondrian Investment Partners LTD
INCREASED
Shares104,753 from 88,581
Change+16,172 (+18%)
Value$47.8M (+$5.5M)
Filed 2026-10-23
Fisher Funds Management LTD
INCREASED
Shares104,459 from 65,978
Change+38,481 (+58%)
Value$47.7M (+$16.1M)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares103,869 from 103,313
Change+556 (+1%)
Value$47.4M (-$2.0M)
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares103,720 from 100,462
Change+3,258 (+3%)
Value$47.3M (-$661.6K)
Filed 2026-10-21
John G Ullman & Associates Inc
DECREASED
Shares102,852 from 107,860
Change-5,008 (-5%)
Value$46.9M (-$4.6M)
Filed 2026-11-04
Diversify Wealth Management, LLC
DECREASED
Shares101,595 from 109,964
Change-8,369 (-8%)
Value$42.9M (-$986.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares101,595 from 109,964
Change-8,369 (-8%)
Value$42.9M (-$986.7K)
Filed 2026-10-20
Mawer Investment Management Ltd.
DECREASED
Shares98,997 from 120,328
Change-21,331 (-18%)
Value$45.2M (-$12.3M)
Filed 2026-11-06
Princeton Global Asset Management LLC
INCREASED
Shares98,976 from 98,482
Change+494 (+1%)
Value$45.2M (-$1.9M)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares98,409 from 98,811
Change-402 (0%)
Value$44.9M (-$2.3M)
Filed 2026-10-13
Farmers & Merchants Investments Inc
INCREASED
Shares97,970 from 95,452
Change+2,518 (+3%)
Value$44.7M (-$892.1K)
Filed 2026-10-22
MacKenzie Financial Corp
DECREASED
Shares97,656 from 143,206
Change-45,550 (-32%)
Value$44.5M (-$23.8M)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares97,085 from 96,427
Change+658 (+1%)
Value$43.2M (-$2.8M)
Filed 2026-10-20
Zweig-DiMenna Associates LLC
INCREASED
Shares96,503 from 64,728
Change+31,775 (+49%)
Value$44.0M (+$13.1M)
Filed 2026-11-06
Artemis Investment Management LLP
INCREASED
Shares92,112 from 84,877
Change+7,235 (+9%)
Value$42.0M (+$1.5M)
Filed 2026-10-08
Makena Capital Management LLC
INCREASED
Shares91,922 from 71,453
Change+20,469 (+29%)
Value$41.9M (+$7.8M)
Filed 2026-11-06
M & L Capital Management Ltd
NEW
Shares91,480
Change+91,480
Value$41.7M
Filed 2026-10-26
Naples Global Advisors, LLC
DECREASED
Shares91,399 from 93,518
Change-2,119 (-2%)
Value$41.8M (-$3.0M)
Filed 2026-11-05
Leonteq Securities AG
DECREASED
Shares91,130 from 106,886
Change-15,756 (-15%)
Value$41.6M (-$9.5M)
Filed 2026-10-29
State of Michigan Retirement System
DECREASED
Shares89,100 from 117,600
Change-28,500 (-24%)
Value$40.6M (-$15.5M)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares89,047 from 76,697
Change+12,350 (+16%)
Value$40.6M (+$4.0M)
Filed 2026-11-05
CIBC Asset Management Inc
INCREASED
Shares88,390 from 16,607
Change+71,783 (+432%)
Value$40.0M (+$32.0M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares87,296 from 87,014
Change+282 (+0%)
Value$39.8M (-$1.7M)
Filed 2026-11-05
RWC Asset Advisors (US) LLC
DECREASED
Shares86,588 from 151,606
Change-65,018 (-43%)
Value$39.5M (-$32.9M)
Filed 2026-10-22
TB Alternative Assets Ltd.
DECREASED
Shares84,644 from 158,390
Change-73,746 (-47%)
Value$38.6M (-$37.0M)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares83,533 from 81,362
Change+2,171 (+3%)
Value$38.1M (-$749.3K)
Filed 2026-10-14
Everett Harris & Co
DECREASED
Shares82,071 from 83,733
Change-1,662 (-2%)
Value$37.4M (-$2.5M)
Filed 2026-10-28
Maxi Investments CY Ltd
INCREASED
Shares81,213 from 23,937
Change+57,276 (+239%)
Value$37.0K (-$11.4M)
Filed 2026-10-26
Metropolis Capital Ltd
DECREASED
Shares80,212 from 87,235
Change-7,023 (-8%)
Value$36.6M (+$7.1M)
Filed 2026-10-20
Central Securities Corp
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$36.5M (-$1.7M)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
INCREASED
Shares78,976 from 76,605
Change+2,371 (+3%)
Value$36.0M (-$556.2K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares76,446 from 74,722
Change+1,724 (+2%)
Value$34.9M (-$811.2K)
Filed 2026-11-06
Pittenger & Anderson Inc
DECREASED
Shares75,918 from 77,326
Change-1,408 (-2%)
Value$34.6M (-$2.3M)
Filed 2026-11-02
Meridian Investment Counsel Inc.
DECREASED
Shares75,739 from 80,217
Change-4,478 (-6%)
Value$34.6M (-$3.8M)
Filed 2026-10-14
Diversified Trust Co
INCREASED
Shares75,214 from 62,707
Change+12,507 (+20%)
Value$34.3M (+$4.4M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares74,695 from 81,198
Change-6,503 (-8%)
Value$34.1M (-$4.7M)
Filed 2026-10-20
Maestria Partners LLC
UNCHANGED
Shares74,000 from 74,000
Change0 (0%)
Value$33.8M (-$1.6M)
Filed 2026-10-22
Salem Investment Counselors Inc
DECREASED
Shares73,674 from 80,280
Change-6,606 (-8%)
Value$33.6M (-$4.7M)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares73,273 from 62,222
Change+11,051 (+18%)
Value$33.4M (+$3.7M)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares73,066 from 73,641
Change-575 (-1%)
Value$31.7M (-$1.8M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares72,964 from 72,865
Change+99 (+0%)
Value$33.3M (-$1.5M)
Filed 2026-10-28
Cabot Wealth Management Inc
DECREASED
Shares72,898 from 90,332
Change-17,434 (-19%)
Value$33.3M (-$9.9M)
Filed 2026-11-05
Overbrook Management Corp
INCREASED
Shares72,053 from 64,106
Change+7,947 (+12%)
Value$32.9M (+$2.3M)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares71,832 from 70,054
Change+1,778 (+3%)
Value$32.8M (-$686.6K)
Filed 2026-10-22
Triglav Investments, D.O.O.
DECREASED
Shares71,734 from 85,915
Change-14,181 (-17%)
Value$32.7M (-$8.3M)
Filed 2026-11-06
Ritholtz Wealth Management
DECREASED
Shares71,493 from 73,313
Change-1,820 (-2%)
Value$32.6M (-$2.4M)
Filed 2026-11-05
J. Safra Sarasin Holding AG
DECREASED
Shares71,006 from 104,812
Change-33,806 (-32%)
Value$31.2M (-$1.7M)
Filed 2026-10-26
Generali Asset Management SPA SGR
INCREASED
Shares70,866 from 69,388
Change+1,478 (+2%)
Value$32.3M (-$809.3K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares70,631 from 63,579
Change+7,052 (+11%)
Value$32.2M (+$1.9M)
Filed 2026-10-28
Hanson & Doremus Investment Management
DECREASED
Shares69,999 from 73,468
Change-3,469 (-5%)
Value$31.9K (-$35.1M)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED
Shares69,423 from 69,451
Change-28 (0%)
Value$31.7M (-$1.5M)
Filed 2026-11-03
Northeast Investment Management
INCREASED
Shares69,418 from 58,050
Change+11,368 (+20%)
Value$31.7M (+$3.9M)
Filed 2026-10-30
CapWealth Advisors, LLC
DECREASED
Shares68,900 from 69,262
Change-362 (-1%)
Value$31.4M (-$1.6M)
Filed 2026-10-05
Nipun Capital, L.P.
DECREASED
Shares68,265 from 85,280
Change-17,015 (-20%)
Value$31.1M (-$9.6M)
Filed 2026-10-08
Tran Capital Management, L.P.
DECREASED
Shares67,389 from 68,614
Change-1,225 (-2%)
Value$30.7M (-$2.0M)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares67,305 from 58,502
Change+8,803 (+15%)
Value$30.7M (+$2.8M)
Filed 2026-10-08
Calamos Advisors LLC
INCREASED
Shares67,234 from 67,160
Change+74 (+0%)
Value$30.7M (-$1.4M)
Filed 2026-11-02
Meyer Handelman Co
INCREASED
Shares66,980 from 59,364
Change+7,616 (+13%)
Value$30.6M (+$2.2M)
Filed 2026-10-28
Lyell Wealth Management, LP
INCREASED
Shares66,609 from 66,578
Change+31 (+0%)
Value$30.4M (-$1.4M)
Filed 2026-10-30
Aaron Wealth Advisors LLC
INCREASED
Shares66,110 from 59,883
Change+6,227 (+10%)
Value$30.2M (+$1.6M)
Filed 2026-10-13
Private Advisory Group LLC
INCREASED
Shares64,417 from 60,921
Change+3,496 (+6%)
Value$29.4M (+$292.2K)
Filed 2026-11-06
SeaBridge Investment Advisors LLC
INCREASED
Shares64,159 from 63,532
Change+627 (+1%)
Value$29.3M (-$1.1M)
Filed 2026-11-02
Natixis
INCREASED
Shares63,902 from 47,239
Change+16,663 (+35%)
Value$29.2M (+$6.6M)
Filed 2026-11-06
Bellecapital International Ltd.
DECREASED
Shares63,874 from 65,724
Change-1,850 (-3%)
Value$29.1M (-$2.2M)
Filed 2026-10-21
Everest Financial Group LLC
INCREASED
Shares63,827 from 62,662
Change+1,165 (+2%)
Value$29.1M (-$808.2K)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
DECREASED
Shares63,615 from 64,020
Change-405 (-1%)
Value$29.0M (-$1.6M)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
DECREASED
Shares63,438 from 64,381
Change-943 (-1%)
Value$28.9M (-$1.8M)
Filed 2026-11-04
Marathon Asset Management Ltd
DECREASED
Shares61,503 from 78,066
Change-16,563 (-21%)
Value$28.1M (-$9.2M)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares61,116 from 62,563
Change-1,447 (-2%)
Value$27.9K (-$29.9M)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares61,060 from 55,913
Change+5,147 (+9%)
Value$27.9K (-$26.7M)
Filed 2026-10-22
Eagle Rock Investment Company, LLC
INCREASED
Shares60,618 from 60,516
Change+102 (+0%)
Value$27.7M (-$1.2M)
Filed 2026-10-21
Vest Financial, LLC
INCREASED
Shares60,453 from 51,531
Change+8,922 (+17%)
Value$27.6M (+$3.0M)
Filed 2026-10-21
American Assets Investment Management, LLC
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$27.4M (-$1.3M)
Filed 2026-10-30
LRZ Capital LLC
INCREASED
Shares59,605 from 37,978
Change+21,627 (+57%)
Value$27.2M (+$9.1M)
Filed 2026-11-05
Alta Capital Management LLC/
DECREASED
Shares59,525 from 70,276
Change-10,751 (-15%)
Value$27.2M (-$6.4M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares59,396 from 38,669
Change+20,727 (+54%)
Value$27.1M (+$8.6M)
Filed 2026-10-16
JB Capital LLC
DECREASED
Shares59,230 from 59,463
Change-233 (0%)
Value$27.0M (-$1.4M)
Filed 2026-10-19
Matthews International Capital Management LLC
DECREASED
Shares58,456 from 58,609
Change-153 (0%)
Value$26.7M (-$1.3M)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares58,281 from 61,960
Change-3,679 (-6%)
Value$26.6M (-$3.0M)
Filed 2026-11-03
Barlow Wealth Partners, LLC
INCREASED
Shares58,053 from 57,667
Change+386 (+1%)
Value$28.0M (+$2.8M)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
INCREASED
Shares57,645 from 57,370
Change+275 (+0%)
Value$26.3M (-$1.1M)
Filed 2026-10-16
Signaturefd, LLC
DECREASED
Shares57,236 from 57,496
Change-260 (0%)
Value$26.1M (-$1.3M)
Filed 2026-10-23
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares56,034 from 13,754
Change+42,280 (+307%)
Value$25.6K (-$6.5M)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED
Shares55,662 from 33,525
Change+22,137 (+66%)
Value$25.4M (+$9.4M)
Filed 2026-10-28
Augustine Asset Management Inc
DECREASED
Shares55,495 from 55,694
Change-199 (0%)
Value$25.3M (-$1.3M)
Filed 2026-10-13
Eldred Rock Partners, LLC
INCREASED
Shares55,321 from 54,902
Change+419 (+1%)
Value$25.2M (-$982.7K)
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares55,189 from 51,346
Change+3,843 (+7%)
Value$25.2M (+$655.1K)
Filed 2026-11-02
Heirloom Wealth Management
INCREASED
Shares54,551 from 54,091
Change+460 (+1%)
Value$24.9M (-$946.6K)
Filed 2026-10-14
DSG Capital Advisors, LLC
DECREASED
Shares54,379 from 54,483
Change-104 (0%)
Value$24.8M (+$1.9M)
Filed 2026-11-05
JAG Capital Management, LLC
INCREASED
Shares54,157 from 53,514
Change+643 (+1%)
Value$24.7M (-$850.8K)
Filed 2026-11-06
Eagle Global Advisors LLC
DECREASED
Shares53,806 from 53,856
Change-50 (0%)
Value$24.5M (-$1.2M)
Filed 2026-11-02
Montag A & Associates Inc
DECREASED
Shares53,386 from 55,862
Change-2,476 (-4%)
Value$24.4M (-$2.3M)
Filed 2026-10-29
Credit Capital Investments LLC
UNCHANGED
Shares53,000 from 53,000
Change0 (0%)
Value$24.2M (-$1.1M)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares52,875 from 52,814
Change+61 (+0%)
Value$24.2M (-$1.1M)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares52,626 from 52,349
Change+277 (+1%)
Value$24.0M (-$993.0K)
Filed 2026-11-03
CenterBook Partners LP
DECREASED
Shares52,350 from 71,595
Change-19,245 (-27%)
Value$23.9M (-$10.3M)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares50,809 from 48,631
Change+2,178 (+4%)
Value$23.2M (-$46.0K)
Filed 2026-10-26
Annex Advisory Services, LLC
INCREASED
Shares50,792 from 48,397
Change+2,395 (+5%)
Value$23.2M (+$57.5K)
Filed 2026-10-16
Firetrail Investments PTY LTD
DECREASED
Shares50,632 from 53,127
Change-2,495 (-5%)
Value$23.2M (-$2.0M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares50,244 from 51,370
Change-1,126 (-2%)
Value$22.9M (-$1.6M)
Filed 2026-11-05
Summit Securities Group LLC
NEW
Shares50,000
Change+50,000
Value$22.8M
Filed 2026-11-05
N10 Wealth, LLC
INCREASED
Shares49,927 from 40,601
Change+9,326 (+23%)
Value$22.8M (+$3.4M)
Filed 2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares49,838 from 54,502
Change-4,664 (-9%)
Value$22.7M (-$3.3M)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares49,691 from 44,992
Change+4,699 (+10%)
Value$22.7M (+$1.2M)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares49,642 from 50,557
Change-915 (-2%)
Value$22.6M (-$1.5M)
Filed 2026-10-23
Henry James International Management Inc.
DECREASED
Shares49,546 from 49,646
Change-100 (0%)
Value$22.6M (-$1.1M)
Filed 2026-10-14
Channing Global Advisors, LLC
DECREASED
Shares49,512 from 54,030
Change-4,518 (-8%)
Value$22.6M (-$3.2M)
Filed 2026-11-03
YHB Investment Advisors, Inc.
INCREASED
Shares48,431 from 47,776
Change+655 (+1%)
Value$22.1M (-$722.6K)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares48,165 from 40,262
Change+7,903 (+20%)
Value$19.6M (+$330.1K)
Filed 2026-11-04
Walter Public Investments Inc.
DECREASED
Shares48,046 from 49,789
Change-1,743 (-3%)
Value$21.9M (-$1.9M)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares47,279 from 49,021
Change-1,742 (-4%)
Value$21.6M (-$1.8M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares46,840 from 46,019
Change+821 (+2%)
Value$21.4M (-$609.3K)
Filed 2026-10-23
Copeland Capital Management, LLC
DECREASED
Shares45,360 from 45,975
Change-615 (-1%)
Value$20.7M (-$1.3M)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares45,116 from 44,535
Change+581 (+1%)
Value$20.6M (-$686.2K)
Filed 2026-11-06
OAK Family Advisors, LLC
DECREASED
Shares44,682 from 44,725
Change-43 (0%)
Value$20.4M (-$975.8K)
Filed 2026-10-19
Hiddenite Capital Partners LP
UNCHANGED
Shares44,200 from 44,200
Change0 (0%)
Value$20.2M (-$945.0K)
Filed 2026-10-29
Capricorn Fund Managers Ltd
UNCHANGED
Shares44,200 from 44,200
Change0 (0%)
Value$20.2M (-$945.0K)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares42,428 from 42,764
Change-336 (-1%)
Value$19.4M (-$1.1M)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares42,299 from 42,758
Change-459 (-1%)
Value$19.3M (-$1.1M)
Filed 2026-10-28
Equitable Trust Co
DECREASED
Shares42,296 from 46,838
Change-4,542 (-10%)
Value$19.3M (-$3.1M)
Filed 2026-10-13
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares42,220 from 44,383
Change-2,163 (-5%)
Value$19.3M (-$1.9M)
Filed 2026-10-30
Glynn Capital Management LLC
DECREASED
Shares42,124 from 54,025
Change-11,901 (-22%)
Value$19.2M (-$6.6M)
Filed 2026-10-07
GAM Holding AG
DECREASED
Shares42,089 from 50,641
Change-8,552 (-17%)
Value$19.2M (-$5.0M)
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares41,859 from 147,407
Change-105,548 (-72%)
Value$19.1M (-$51.3M)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares41,775 from 44,754
Change-2,979 (-7%)
Value$19.1M (-$2.3M)
Filed 2026-11-05
Roffman Miller Associates Inc
INCREASED
Shares41,487 from 39,024
Change+2,463 (+6%)
Value$18.9M (+$289.1K)
Filed 2026-10-19
LSV Asset Management
INCREASED
Shares40,837 from 29,537
Change+11,300 (+38%)
Value$18.6K (-$14.1M)
Filed 2026-11-06
JLB & Associates Inc
DECREASED
Shares40,803 from 41,380
Change-577 (-1%)
Value$19.5M (-$275.6K)
Filed 2026-10-27
Sycomore Asset Management
UNCHANGED
Shares40,524 from 40,524
Change0 (0%)
Value$16.7K ($0)
Filed 2026-10-26
Antipodes Partners Ltd
INCREASED
Shares40,474 from 39,222
Change+1,252 (+3%)
Value$18.5M (-$267.4K)
Filed 2026-11-05
N10 Assets, LLC
DECREASED
Shares40,043 from 40,081
Change-38 (0%)
Value$18.3M (-$874.3K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares39,769 from 37,508
Change+2,261 (+6%)
Value$19.0M (+$1.1M)
Filed 2026-11-06
Myriad Asset Management Advisors LLC
INCREASED
Shares39,675 from 12,025
Change+27,650 (+230%)
Value$18.1M (+$12.4M)
Filed 2026-11-03
Gold Investment Management Ltd.
DECREASED
Shares39,595 from 40,200
Change-605 (-1%)
Value$18.1M (-$1.1M)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED
Shares39,255 from 41,350
Change-2,095 (-5%)
Value$17.9M (-$1.8M)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
INCREASED
Shares39,089 from 38,659
Change+430 (+1%)
Value$17.8M (-$630.4K)
Filed 2026-10-13
Ibex Wealth Advisors
INCREASED
Shares38,910 from 37,777
Change+1,133 (+3%)
Value$17.8M (-$290.9K)
Filed 2026-11-06
Deltec Asset Management LLC
INCREASED
Shares38,888 from 38,138
Change+750 (+2%)
Value$17.7M (-$473.2K)
Filed 2026-10-26
Cidel Asset Management Inc
INCREASED
Shares38,840 from 26,273
Change+12,567 (+48%)
Value$17.7M (+$5.2M)
Filed 2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares38,624 from 38,653
Change-29 (0%)
Value$17.6M (-$839.6K)
Filed 2026-11-03
Segment Wealth Management, LLC
DECREASED
Shares38,577 from 38,774
Change-197 (-1%)
Value$17.6M (-$918.9K)
Filed 2026-10-26
Louisbourg Investments Inc.
INCREASED
Shares38,457 from 30,530
Change+7,927 (+26%)
Value$15.2M (+$2.6M)
Filed 2026-10-20
Ninety One SA (PTY) Ltd
DECREASED
Shares38,156 from 38,205
Change-49 (0%)
Value$17.5M (-$296.8K)
Filed 2026-10-15
Tower View Wealth Management LLC
INCREASED
Shares37,780 from 36,067
Change+1,713 (+5%)
Value$17.2M (+$10.3K)
Filed 2026-10-23
Busey Bank
DECREASED
Shares37,735 from 37,897
Change-162 (0%)
Value$17.2M (-$884.2K)
Filed 2026-10-26
Goodman Advisory Group, LLC
INCREASED
Shares37,713 from 37,322
Change+391 (+1%)
Value$17.2M (-$619.4K)
Filed 2026-11-02
Haven Global Partners, LLC
INCREASED
Shares37,711 from 35,174
Change+2,537 (+7%)
Value$17.2M (+$405.3K)
Filed 2026-10-13
Mutual of America Capital Management LLC
DECREASED
Shares37,707 from 38,069
Change-362 (-1%)
Value$17.2M (-$979.1K)
Filed 2026-10-23
Legacy Trust
DECREASED
Shares37,559 from 38,747
Change-1,188 (-3%)
Value$15.3M (-$3.3M)
Filed 2026-11-06
Knuff & Co LLC
INCREASED
Shares37,150 from 36,998
Change+152 (+0%)
Value$16.9M (-$721.7K)
Filed 2026-11-06
Strategic Planning Group, LLC
INCREASED
Shares37,025 from 34,692
Change+2,333 (+7%)
Value$16.9M (+$322.7K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares36,921 from 40,425
Change-3,504 (-9%)
Value$16.8M (-$2.5M)
Filed 2026-10-15
Maple Capital Management, Inc.
INCREASED
Shares36,900 from 36,477
Change+423 (+1%)
Value$16.8M (-$586.9K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares36,897 from 36,059
Change+838 (+2%)
Value$16.8M (-$388.7K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares36,837 from 33,458
Change+3,379 (+10%)
Value$16.8M (+$826.1K)
Filed 2026-10-21
Linden Rose Investment LLC
INCREASED
Shares36,746 from 36,732
Change+14 (+0%)
Value$16.8M (-$778.8K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares36,604 from 35,095
Change+1,509 (+4%)
Value$16.7M (-$62.3K)
Filed 2026-11-05
Motley Fool Asset Management LLC
DECREASED
Shares36,365 from 37,175
Change-810 (-2%)
Value$16.6M (-$1.2M)
Filed 2026-10-27
Left Brain Wealth Management, LLC
DECREASED
Shares36,351 from 46,062
Change-9,711 (-21%)
Value$16.6M (-$5.4M)
Filed 2026-10-28
Burr Financial Services, LLC
DECREASED
Shares35,683 from 37,032
Change-1,349 (-4%)
Value$16.3M (-$1.4M)
Filed 2026-10-08
Gunderson Capital Management LLC
DECREASED
Shares35,603 from 36,159
Change-556 (-2%)
Value$16.2M (-$1.0M)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
DECREASED
Shares35,333 from 67,396
Change-32,063 (-48%)
Value$16.1M (-$16.1M)
Filed 2026-10-08
Clear Harbor Asset Management, LLC
DECREASED
Shares35,289 from 35,436
Change-147 (0%)
Value$16.1M (-$824.7K)
Filed 2026-11-05
Trek Financial, LLC
INCREASED
Shares35,276 from 35,265
Change+11 (+0%)
Value$16.1M (-$748.9K)
Filed 2026-10-29
Levin Capital Strategies, L.P.
INCREASED
Shares34,850 from 33,837
Change+1,013 (+3%)
Value$15.9M (-$261.2K)
Filed 2026-11-02
Contravisory Investment Management, Inc.
DECREASED
Shares34,560 from 41,758
Change-7,198 (-17%)
Value$15.8M (-$4.2M)
Filed 2026-10-13
Regions Financial Corp
DECREASED
Shares34,533 from 36,410
Change-1,877 (-5%)
Value$15.8M (-$1.6M)
Filed 2026-11-05
GF Fund Management Co. Ltd.
INCREASED
Shares34,386 from 24,600
Change+9,786 (+40%)
Value$15.7M (+$3.9M)
Filed 2026-10-26
Covea Finance
INCREASED
Shares34,200 from 15,000
Change+19,200 (+128%)
Value$15.6M (+$8.4M)
Filed 2026-10-21
Lester Murray Antman dba SimplyRich
DECREASED
Shares34,035 from 34,816
Change-781 (-2%)
Value$15.5M (-$1.1M)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares33,701 from 38,111
Change-4,410 (-12%)
Value$15.4M (-$2.8M)
Filed 2026-11-04
First American Bank
INCREASED
Shares33,548 from 30,750
Change+2,798 (+9%)
Value$15.3M (+$619.0K)
Filed 2026-10-27
Steadview Capital Management LLC
UNCHANGED
Shares33,145 from 33,145
Change0 (0%)
Value$15.1M (-$708.6K)
Filed 2026-10-28
Triasima Portfolio Management inc.
DECREASED
Shares32,917 from 33,457
Change-540 (-2%)
Value$15.0M (-$961.7K)
Filed 2026-10-15
Cambiar Investors LLC
DECREASED
Shares32,883 from 34,234
Change-1,351 (-4%)
Value$15.0M (-$1.3M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares32,542 from 32,466
Change+76 (+0%)
Value$14.9M (+$94.5K)
Filed 2026-10-30
Franchise GP Ltd
DECREASED
Shares32,460 from 44,040
Change-11,580 (-26%)
Value$14.8M (-$6.2M)
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares32,329 from 32,450
Change-121 (0%)
Value$14.7M (-$749.0K)
Filed 2026-11-03
BG Investment Services, LLC
NEW
Shares32,001
Change+32,001
Value$14.6M
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares31,783 from 31,727
Change+56 (+0%)
Value$14.5M (-$653.0K)
Filed 2026-10-08
Cypress Capital Group
INCREASED
Shares30,901 from 30,265
Change+636 (+2%)
Value$14.1M (-$356.9K)
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares30,874 from 2,518
Change+28,356 (+1126%)
Value$14.1M (+$12.9M)
Filed 2026-11-03
Paragon Advisors, LLC
INCREASED
Shares30,838 from 29,844
Change+994 (+3%)
Value$14.1M (-$184.6K)
Filed 2026-11-03
Premier Fund Managers Ltd
INCREASED
Shares30,830 from 20,080
Change+10,750 (+54%)
Value$14.1K (+$5.0K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares30,697
Change+30,697
Value$14.0M
Filed 2026-10-19
Huntleigh Advisors, Inc.
DECREASED
Shares30,675 from 36,458
Change-5,783 (-16%)
Value$14.0M (-$3.4M)
Filed 2026-11-03
Stanley-Laman Group, Ltd.
DECREASED
Shares30,471 from 30,805
Change-334 (-1%)
Value$13.9M (-$811.0K)
Filed 2026-10-20
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares30,339 from 29,539
Change+800 (+3%)
Value$13.8M (-$266.6K)
Filed 2026-11-04
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares30,334 from 30,414
Change-80 (0%)
Value$13.8M (-$686.7K)
Filed 2026-10-23
Headland Capital, LLC
DECREASED
Shares30,311 from 42,120
Change-11,809 (-28%)
Value$13.8M (-$6.3M)
Filed 2026-11-06
Community Financial Services Group, LLC
DECREASED
Shares30,237 from 30,924
Change-687 (-2%)
Value$13.9M (+$147.5K)
Filed 2026-10-15
Cullen T Bankers, Inc.
INCREASED
Shares30,125 from 18,294
Change+11,831 (+65%)
Value$13.7M (+$5.0M)
Filed 2026-10-28
Mitchell Capital Management Co
INCREASED
Shares29,874 from 29,635
Change+239 (+1%)
Value$13.6M (-$524.6K)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares29,524 from 29,746
Change-222 (-1%)
Value$13.5M (-$736.9K)
Filed 2026-10-30
Fiduciary Alliance LLC
DECREASED
Shares29,438 from 31,531
Change-2,093 (-7%)
Value$13.4M (-$1.6M)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares29,101 from 28,494
Change+607 (+2%)
Value$13.3M (-$315.7K)
Filed 2026-10-30
SevenBridge Financial Group, LLC
DECREASED
Shares28,905 from 33,860
Change-4,955 (-15%)
Value$12.3M (-$1.9M)
Filed 2026-10-26
Little House Capital LLC
DECREASED
Shares28,586 from 29,248
Change-662 (-2%)
Value$13.0M (-$927.0K)
Filed 2026-11-06
Eleva Capital SAS
INCREASED
Shares28,092 from 21,411
Change+6,681 (+31%)
Value$12.8M (+$6.3M)
Filed 2026-10-06
Catalyst Capital Advisors LLC
INCREASED
Shares27,500 from 27,250
Change+250 (+1%)
Value$12.5M (-$468.6K)
Filed 2026-11-02
Trust Co of Kansas
DECREASED
Shares27,449 from 29,771
Change-2,322 (-8%)
Value$12.5K (-$14.2M)
Filed 2026-11-06
AMG National Trust Bank
INCREASED
Shares27,435 from 27,206
Change+229 (+1%)
Value$12.5M (-$477.2K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares27,170 from 20,865
Change+6,305 (+30%)
Value$12.4M (+$2.4M)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares27,025 from 22,054
Change+4,971 (+23%)
Value$12.3M (+$2.3M)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares26,851 from 26,184
Change+667 (+3%)
Value$12.2K (-$12.5M)
Filed 2026-10-22
Addenda Capital Inc.
INCREASED
Shares26,816 from 22,125
Change+4,691 (+21%)
Value$12.3M (+$1.7M)
Filed 2026-10-13
Oliver Luxxe Assets LLC
DECREASED
Shares26,596 from 27,023
Change-427 (-2%)
Value$12.1M (-$772.5K)
Filed 2026-10-14
Abner Herrman & Brock LLC
INCREASED
Shares26,534 from 25,794
Change+740 (+3%)
Value$12.1K (-$213)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares26,239 from 23,127
Change+3,112 (+13%)
Value$12.0M (+$924.9K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares26,187 from 21,198
Change+4,989 (+24%)
Value$11.9M (+$1.8M)
Filed 2026-10-27
Valley National Advisers Inc
DECREASED
Shares26,063 from 27,021
Change-958 (-4%)
Value$11.9M (-$1.0M)
Filed 2026-10-23
Westover Capital Advisors, LLC
INCREASED
Shares26,033 from 24,005
Change+2,028 (+8%)
Value$11.9M (+$411.9K)
Filed 2026-10-26
Global X Japan Co., Ltd.
DECREASED
Shares26,022 from 31,178
Change-5,156 (-17%)
Value$11.9M (-$3.0M)
Filed 2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED
Shares25,815 from 23,679
Change+2,136 (+9%)
Value$11.8M (+$468.0K)
Filed 2026-11-04
Inspire Trust Co, N.A.
DECREASED
Shares25,500 from 36,000
Change-10,500 (-29%)
Value$11.6M (-$5.6M)
Filed 2026-11-05
Eurizon SLJ Capital Ltd
INCREASED
Shares25,449 from 24,891
Change+558 (+2%)
Value$11.6M (-$277.6K)
Filed 2026-11-06
Ativo Capital Management LLC
DECREASED
Shares25,265 from 26,463
Change-1,198 (-5%)
Value$11.5M (-$1.1M)
Filed 2026-10-27
Balboa Wealth Partners
DECREASED
Shares25,104 from 25,602
Change-498 (-2%)
Value$11.5M (-$774.8K)
Filed 2026-10-20
Shikiar Asset Management Inc
DECREASED
Shares25,040 from 25,931
Change-891 (-3%)
Value$11.4K (-$12.4M)
Filed 2026-10-20
ROI Financial Advisors, LLC
DECREASED
Shares24,929 from 25,460
Change-531 (-2%)
Value$11.4M (-$786.6K)
Filed 2026-10-19
Torray Investment Partners LLC
DECREASED
Shares24,900 from 26,309
Change-1,409 (-5%)
Value$11.4M (-$1.2M)
Filed 2026-10-30
Dutch Asset Corp
INCREASED
Shares24,829 from 23,455
Change+1,374 (+6%)
Value$11.3M (+$125.2K)
Filed 2026-10-20
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares24,702 from 24,702
Change0 (0%)
Value$11.3M (-$528.1K)
Filed 2026-10-29
RWQ Financial Management Services, Inc.
DECREASED
Shares24,700 from 33,350
Change-8,650 (-26%)
Value$11.3M (-$4.7M)
Filed 2026-10-19
RBA Wealth Management, LLC
INCREASED
Shares24,590 from 20,537
Change+4,053 (+20%)
Value$11.2M (+$1.4M)
Filed 2026-10-28
J.Safra Asset Management Corp
INCREASED
Shares24,569 from 22,557
Change+2,012 (+9%)
Value$11.2M (+$436.0K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares24,527 from 18,720
Change+5,807 (+31%)
Value$11.2M (+$2.2M)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares24,521 from 22,037
Change+2,484 (+11%)
Value$11.2M (+$662.0K)
Filed 2026-10-30
Guinness Atkinson Asset Management Inc
DECREASED
Shares24,472 from 25,719
Change-1,247 (-5%)
Value$11.2M (-$1.1M)
Filed 2026-11-05
Compass Wealth Management LLC
DECREASED
Shares24,436 from 25,209
Change-773 (-3%)
Value$11.1M (-$891.6K)
Filed 2026-10-22
Bfsg, LLC
DECREASED
Shares24,342 from 24,446
Change-104 (0%)
Value$11.1M (-$570.1K)
Filed 2026-10-30
Partners Wealth Management, LLC
NEW
Shares24,326
Change+24,326
Value$11.1M
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares24,215 from 24,463
Change-248 (-1%)
Value$11.0M (-$635.9K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares24,208 from 4,645
Change+19,563 (+421%)
Value$11.0M (+$8.8M)
Filed 2026-10-23
Marathon Wealth Advisors LLC
DECREASED
Shares24,122 from 24,293
Change-171 (-1%)
Value$11.0M (-$597.3K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares23,998 from 23,407
Change+591 (+3%)
Value$10.9M (-$230.8K)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares23,928 from 23,100
Change+828 (+4%)
Value$10.9M (-$90.2K)
Filed 2026-11-04
SEB Asset Management AB
DECREASED
Shares23,863 from 29,618
Change-5,755 (-19%)
Value$10.9M (-$3.3M)
Filed 2026-11-04
Shaker Investments LLC
INCREASED
Shares23,833 from 23,829
Change+4 (+0%)
Value$10.9M (-$507.6K)
Filed 2026-11-05
Advisortrust Partners, LLC
INCREASED
Shares23,760 from 23,570
Change+190 (+1%)
Value$10.8M (-$417.3K)
Filed 2026-11-02
RWC Asset Management LLP
DECREASED
Shares23,509 from 40,381
Change-16,872 (-42%)
Value$10.7M (-$8.6M)
Filed 2026-10-22
Genoa Capital Gestora de Recursos Ltda.
DECREASED
Shares23,403 from 37,080
Change-13,677 (-37%)
Value$10.7M (-$7.0M)
Filed 2026-10-20
Leelyn Smith, LLC
DECREASED
Shares23,366 from 24,069
Change-703 (-3%)
Value$10.7M (-$835.2K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares23,306 from 21,270
Change+2,036 (+10%)
Value$10.6M (+$473.9K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares23,273 from 29,855
Change-6,582 (-22%)
Value$10.6M (-$3.6M)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED
Shares23,156 from 20,865
Change+2,291 (+11%)
Value$10.6M (+$599.0K)
Filed 2026-10-29
Artemis Wealth Advisors, LLC
INCREASED
Shares23,067 from 23,000
Change+67 (+0%)
Value$10.5M (-$453.6K)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares23,046 from 23,046
Change0 (0%)
Value$11.0M ($0)
Filed 2026-10-15
Tufton Capital Management
DECREASED
Shares22,959 from 23,757
Change-798 (-3%)
Value$10.5K (-$11.3M)
Filed 2026-10-20
Profund Advisors LLC
DECREASED
Shares22,921 from 25,300
Change-2,379 (-9%)
Value$10.5M (-$1.6M)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares22,895 from 25,143
Change-2,248 (-9%)
Value$10.4M (-$1.6M)
Filed 2026-10-22
Archford Capital Strategies, LLC
INCREASED
Shares22,807 from 21,690
Change+1,117 (+5%)
Value$10.4M (+$45.8K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares22,787 from 21,875
Change+912 (+4%)
Value$10.4M (-$51.8K)
Filed 2026-10-22
Nilsine Partners, LLC
INCREASED
Shares22,758 from 22,330
Change+428 (+2%)
Value$10.4M (-$282.2K)
Filed 2026-11-02
Shelter Rock Management, LLC
DECREASED
Shares22,422 from 23,474
Change-1,052 (-4%)
Value$10.6M (-$627.4K)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares22,398 from 6,911
Change+15,487 (+224%)
Value$10.2M (+$6.9M)
Filed 2026-10-08
Apeiron Capital Ltd
INCREASED
Shares22,200 from 17,900
Change+4,300 (+24%)
Value$10.6M (+$2.0M)
Filed 2026-11-04
Blue Square Asset Management, LLC
DECREASED
Shares22,150 from 23,044
Change-894 (-4%)
Value$10.1M (-$900.5K)
Filed 2026-11-02
Bochk Asset Management Ltd
INCREASED
Shares22,116 from 13,165
Change+8,951 (+68%)
Value$10.1M (+$3.8M)
Filed 2026-10-29
Cypress Asset Management Inc
DECREASED
Shares22,102 from 22,642
Change-540 (-2%)
Value$10.1M (-$730.4K)
Filed 2026-10-09
Parametrica Management Ltd
DECREASED
Shares22,100 from 24,200
Change-2,100 (-9%)
Value$10.1M (-$1.5M)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares22,051 from 21,749
Change+302 (+1%)
Value$10.1M (-$327.2K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares21,823 from 21,698
Change+125 (+1%)
Value$10.0M (-$406.9K)
Filed 2026-10-20
Titan Investment Management LLC
INCREASED
Shares21,808 from 19,947
Change+1,861 (+9%)
Value$9.9M (+$422.5K)
Filed 2026-10-22
KTF Investments, LLC
INCREASED
Shares21,740 from 17,167
Change+4,573 (+27%)
Value$9.9M (+$1.7M)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares21,699 from 25,157
Change-3,458 (-14%)
Value$9.9M (-$2.1M)
Filed 2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares21,661 from 19,955
Change+1,706 (+9%)
Value$9.9M (+$802.1K)
Filed 2026-11-05
Maryland State Retirement & Pension System
NEW
Shares21,408
Change+21,408
Value$9.8M
Filed 2026-11-05
Fortem Financial Group, LLC
INCREASED
Shares21,127 from 20,137
Change+990 (+5%)
Value$9.6M (+$21.1K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares21,099 from 19,672
Change+1,427 (+7%)
Value$9.6M (+$230.4K)
Filed 2026-10-13
Asset Advisors Investment Management, LLC
INCREASED
Shares20,942 from 18,971
Change+1,971 (+10%)
Value$9.6M (+$493.6K)
Filed 2026-10-19
Verde Servicos Internacionais S.A.
DECREASED
Shares20,774 from 22,185
Change-1,411 (-6%)
Value$9.5K (-$10.6M)
Filed 2026-10-26
VMS Asset Management Limited
DECREASED
Shares20,600 from 32,105
Change-11,505 (-36%)
Value$9.4M (-$5.9M)
Filed 2026-10-15
Cornerstone Advisors, LLC
UNCHANGED
Shares20,481 from 20,481
Change0 (0%)
Value$9.3M (-$437.9K)
Filed 2026-11-06
Aprio Wealth Management, LLC
DECREASED
Shares20,443 from 20,449
Change-6 (0%)
Value$9.3M (-$439.9K)
Filed 2026-10-28
Covenant Asset Management, LLC
DECREASED
Shares20,415 from 21,015
Change-600 (-3%)
Value$9.3M (-$723.0K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares20,268 from 20,242
Change+26 (+0%)
Value$8.7M (-$951.5K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares20,032 from 3
Change+20,029 (+667633%)
Value$9.1M (+$9.1M)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares19,863 from 20,228
Change-365 (-2%)
Value$9.1M (-$599.0K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares19,856 from 20,005
Change-149 (-1%)
Value$9.1M (-$495.7K)
Filed 2026-10-16
First Merchants Corp
DECREASED
Shares19,850 from 19,981
Change-131 (-1%)
Value$9.1M (-$487.0K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares19,836 from 21,225
Change-1,389 (-7%)
Value$8.9M (-$1.2M)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares19,781 from 20,143
Change-362 (-2%)
Value$9.0M (-$595.9K)
Filed 2026-10-23
Great Lakes Retirement, Inc.
INCREASED
Shares19,657 from 16,743
Change+2,914 (+17%)
Value$9.0M (+$993.0K)
Filed 2026-10-26
Family Legacy, Inc.
DECREASED
Shares19,645 from 19,822
Change-177 (-1%)
Value$9.0M (-$504.5K)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares19,632 from 18,022
Change+1,610 (+9%)
Value$9.0M (+$349.2K)
Filed 2026-11-03
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares19,518 from 20,868
Change-1,350 (-6%)
Value$8.9K (-$1.1K)
Filed 2026-10-14
Axon Capital LP
INCREASED
Shares19,400 from 18,900
Change+500 (+3%)
Value$8.9M (-$176.0K)
Filed 2026-10-27
Jefferies Financial Group Inc.
INCREASED
Shares19,335 from 2,808
Change+16,527 (+589%)
Value$1.8M (+$423.1K)
Filed 2026-11-05
Agur Provident & Training Funds Management LTD
DECREASED
Shares19,000 from 27,370
Change-8,370 (-31%)
Value$86.7K (-$36.3K)
Filed 2026-11-02
Trust Investment Advisors
INCREASED
Shares18,921 from 17,515
Change+1,406 (+8%)
Value$8.6M (+$266.8K)
Filed 2026-10-20
Guardian Partners Inc.
DECREASED
Shares18,640 from 21,035
Change-2,395 (-11%)
Value$8.5M (-$1.5M)
Filed 2026-10-21
CV Advisors LLC
INCREASED
Shares18,601 from 12,266
Change+6,335 (+52%)
Value$8.5M (+$2.6M)
Filed 2026-10-13
Geneva Partners, LLC
DECREASED
Shares18,570 from 19,944
Change-1,374 (-7%)
Value$8.5M (-$1.1M)
Filed 2026-10-26
Level Four Advisory Services, LLC
DECREASED
Shares18,522 from 18,642
Change-120 (-1%)
Value$8.4M (-$453.9K)
Filed 2026-11-06
Parsons Capital Management Inc
INCREASED
Shares18,510 from 17,819
Change+691 (+4%)
Value$8.4M (-$65.7K)
Filed 2026-10-28
University of Texas S AM Investment Management Co
INCREASED
Shares18,495 from 16,664
Change+1,831 (+11%)
Value$8.5M (+$482.6K)
Filed 2026-11-03
Asset One Wealth Management LLC
INCREASED
Shares18,482 from 17,403
Change+1,079 (+6%)
Value$8.4M (+$1.1M)
Filed 2026-11-02
Birch Capital Management, LLC
DECREASED
Shares18,312 from 18,721
Change-409 (-2%)
Value$8.4M (-$586.8K)
Filed 2026-10-27
James Hambro & Partners LLP
DECREASED
Shares18,277 from 18,418
Change-141 (-1%)
Value$8.3M (-$447.3K)
Filed 2026-10-19
CFM Wealth Partners LLC
INCREASED
Shares18,276 from 17,687
Change+589 (+3%)
Value$8.3M (-$109.5K)
Filed 2026-11-05
Greenspring Advisors, LLC
INCREASED
Shares18,216 from 8,767
Change+9,449 (+108%)
Value$8.3M (+$4.1M)
Filed 2026-11-05
Yarbrough Capital, LLC
UNCHANGED
Shares17,970 from 17,970
Change0 (0%)
Value$8.2M (-$384.2K)
Filed 2026-10-19
Snider Financial Group
INCREASED
Shares17,940 from 17,819
Change+121 (+1%)
Value$8.2M (-$325.7K)
Filed 2026-10-16
San Luis Wealth Advisors LLC
INCREASED
Shares17,933 from 1,674
Change+16,259 (+971%)
Value$8.2M (+$7.4M)
Filed 2026-10-27
Jcic Asset Management Inc.
INCREASED
Shares17,840 from 17,722
Change+118 (+1%)
Value$8.1M (+$2.1M)
Filed 2026-10-30
NIA Impact Advisors, LLC
DECREASED
Shares17,573 from 23,612
Change-6,039 (-26%)
Value$8.0M (-$3.3M)
Filed 2026-11-04
Tuttle Capital Management, LLC
INCREASED
Shares17,479 from 2,877
Change+14,602 (+508%)
Value$8.2M (+$6.8M)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,277 from 16,364
Change+913 (+6%)
Value$7.9M (+$66.6K)
Filed 2026-10-23
Raub Brock Capital Management LP
DECREASED
Shares17,252 from 37,417
Change-20,165 (-54%)
Value$7.9M (-$10.0M)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
INCREASED
Shares17,112 from 16,445
Change+667 (+4%)
Value$7.8M (-$47.2K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares17,006 from 16,088
Change+918 (+6%)
Value$7.8M (+$74.8K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
INCREASED
Shares16,849 from 2,986
Change+13,863 (+464%)
Value$7.7M (+$6.7M)
Filed 2026-10-13
Third View Private Wealth, LLC
INCREASED
Shares16,808 from 13,792
Change+3,016 (+22%)
Value$7.7M (+$1.1M)
Filed 2026-10-30
RD Finance Ltd
INCREASED
Shares16,685 from 7,720
Change+8,965 (+116%)
Value$7.6K (-$3.7M)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares16,609 from 16,248
Change+361 (+2%)
Value$7.6M (-$183.1K)
Filed 2026-11-06
Evergreen Wealth Management, LLC
DECREASED
Shares16,378 from 16,404
Change-26 (0%)
Value$7.5M (-$362.2K)
Filed 2026-11-06
Burkett Asset Management Ltd
INCREASED
Shares16,216 from 15,218
Change+998 (+7%)
Value$7.4M (+$129.9K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares16,207 from 16,282
Change-75 (0%)
Value$7.4M (-$380.0K)
Filed 2026-10-26
Eagle Strategies LLC
INCREASED
Shares16,124 from 16,110
Change+14 (+0%)
Value$7.4M (-$338.0K)
Filed 2026-10-16
OP Asset Management Ltd
DECREASED
Shares16,013 from 125,616
Change-109,603 (-87%)
Value$7.3M (-$52.7M)
Filed 2026-11-05
Axxion S.A.
INCREASED
Shares15,831 from 14,696
Change+1,135 (+8%)
Value$7.2M (+$203.6K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares15,754 from 15,870
Change-116 (-1%)
Value$7.2M (-$392.2K)
Filed 2026-10-21
Citizens National Bank Trust Department
DECREASED
Shares15,560 from 15,769
Change-209 (-1%)
Value$7.1M (-$432.5K)
Filed 2026-11-04
Personal CFO Solutions, LLC
DECREASED
Shares15,425 from 18,102
Change-2,677 (-15%)
Value$7.1M (-$1.6M)
Filed 2026-11-06
Mezzasalma Advisors, LLC
INCREASED
Shares15,402 from 12,428
Change+2,974 (+24%)
Value$7.0M (+$1.1M)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
INCREASED
Shares15,380 from 15,251
Change+129 (+1%)
Value$7.0M (-$264.6K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,162 from 14,850
Change+312 (+2%)
Value$6.9M (-$175.0K)
Filed 2026-11-03
Turn8 Private Wealth Inc.
DECREASED
Shares15,117 from 17,785
Change-2,668 (-15%)
Value$6.9M (-$861.0K)
Filed 2026-11-05
Arrow Capital Pty Ltd
INCREASED
Shares15,000 from 12,500
Change+2,500 (+20%)
Value$6.8M (+$873.2K)
Filed 2026-11-06
Gradient Investments LLC
DECREASED
Shares15,000 from 15,283
Change-283 (-2%)
Value$6.8M (-$455.9K)
Filed 2026-10-08
Hilltop National Bank
DECREASED
Shares14,979 from 15,120
Change-141 (-1%)
Value$6.8M (-$387.6K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares14,943 from 14,854
Change+89 (+1%)
Value$6.8M (-$276.9K)
Filed 2026-11-03
Eagle Capital Management, LLC
DECREASED
Shares14,925 from 15,044
Change-119 (-1%)
Value$6.8K (-$376)
Filed 2026-10-19
Midwest Trust Co
INCREASED
Shares14,923 from 14,098
Change+825 (+6%)
Value$6.8M (+$74.9K)
Filed 2026-10-22
Bell Bank
INCREASED
Shares14,854 from 14,031
Change+823 (+6%)
Value$6.8M (+$75.5K)
Filed 2026-10-21
Highland Capital Management, LLC
INCREASED
Shares14,839 from 12,539
Change+2,300 (+18%)
Value$6.8M (+$781.2K)
Filed 2026-10-26
Altfest L J & Co Inc
DECREASED
Shares14,796 from 18,392
Change-3,596 (-20%)
Value$6.7M (-$2.0M)
Filed 2026-10-27
Secure Asset Management, LLC
DECREASED
Shares14,787 from 15,586
Change-799 (-5%)
Value$6.7M (-$697.7K)
Filed 2026-10-19
Virtus Family Office LLC
DECREASED
Shares14,749 from 14,988
Change-239 (-2%)
Value$6.7M (-$427.6K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares14,576 from 14,213
Change+363 (+3%)
Value$6.7M (+$375.7K)
Filed 2026-11-02
Gryphon Financial Partners LLC
INCREASED
Shares14,562 from 13,380
Change+1,182 (+9%)
Value$6.6M (+$253.2K)
Filed 2026-11-04
Portfolio Design Labs, LLC
INCREASED
Shares14,447 from 14,434
Change+13 (+0%)
Value$6.6M (-$302.6K)
Filed 2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares14,248 from 14,248
Change0 (0%)
Value$6.5M (-$304.6K)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares14,145 from 17,057
Change-2,912 (-17%)
Value$6.5M (-$1.7M)
Filed 2026-10-20
Stone Summit Wealth LLC
DECREASED
Shares14,141 from 15,958
Change-1,817 (-11%)
Value$6.5M (-$1.2M)
Filed 2026-10-14
Gemmer Asset Management LLC
INCREASED
Shares14,090 from 14,076
Change+14 (+0%)
Value$6.4M (-$294.5K)
Filed 2026-10-16
TrueMark Investments, LLC
INCREASED
Shares14,019 from 13,171
Change+848 (+6%)
Value$6.4M (+$105.3K)
Filed 2026-11-05
Old North State Wealth Management, LLC
DECREASED
Shares14,001 from 14,393
Change-392 (-3%)
Value$6.4M (-$487.0K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
DECREASED
Shares13,965 from 15,818
Change-1,853 (-12%)
Value$6.4M (-$1.2M)
Filed 2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares13,963
Change+13,963
Value$6.4M
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares13,852 from 13,109
Change+743 (+6%)
Value$6.3M (+$75.9K)
Filed 2026-10-15
Live Oak Private Wealth LLC
DECREASED
Shares13,828 from 14,900
Change-1,072 (-7%)
Value$6.3M (-$807.6K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares13,811
Change+13,811
Value$6.3M
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares13,730 from 20,316
Change-6,586 (-32%)
Value$6.3M (-$3.4M)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares13,448 from 11,790
Change+1,658 (+14%)
Value$6.1M (+$504.5K)
Filed 2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares13,436
Change+13,436
Value$6.1M
Filed 2026-10-21
Flagship Capital Management Inc.
DECREASED
Shares13,383 from 13,583
Change-200 (-1%)
Value$6.1M (-$381.6K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares13,376 from 13,868
Change-492 (-4%)
Value$6.1M (-$520.9K)
Filed 2026-10-15
Wespac Advisors SoCal, LLC
DECREASED
Shares13,357 from 13,388
Change-31 (0%)
Value$6.1M (-$300.3K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares13,331 from 25,684
Change-12,353 (-48%)
Value$6.1M (-$6.2M)
Filed 2026-11-04
Altman Advisors, Inc.
DECREASED
Shares13,286 from 13,292
Change-6 (0%)
Value$6.1M (-$286.9K)
Filed 2026-11-05
Opinicus Capital, Inc.
DECREASED
Shares13,171 from 13,902
Change-731 (-5%)
Value$6.0M (-$630.8K)
Filed 2026-10-28
Pinkerton Wealth, LLC
DECREASED
Shares13,155 from 13,917
Change-762 (-5%)
Value$6.0M (+$1.3M)
Filed 2026-10-29
True Freedom Investing, LLC
DECREASED
Shares13,053 from 13,826
Change-773 (-6%)
Value$6.0M (+$1.3M)
Filed 2026-10-29
Resonant Capital Advisors, LLC
INCREASED
Shares13,046 from 11,740
Change+1,306 (+11%)
Value$6.0M (+$348.9K)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares12,975 from 12,415
Change+560 (+5%)
Value$5.9M (-$9.9K)
Filed 2026-10-22
LFG Wealth Partners, LLC
INCREASED
Shares12,932 from 12,066
Change+866 (+7%)
Value$5.9M (+$137.2K)
Filed 2026-10-28
Malaga Cove Capital, LLC
INCREASED
Shares12,862 from 12,618
Change+244 (+2%)
Value$5.9M (-$158.5K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares12,830 from 9,656
Change+3,174 (+33%)
Value$5.9M (+$1.2M)
Filed 2026-11-03
Oak Grove Capital LLC
DECREASED
Shares12,815 from 13,788
Change-973 (-7%)
Value$5.8M (-$738.7K)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
INCREASED
Shares12,777 from 2,105
Change+10,672 (+507%)
Value$5.8M (+$4.8M)
Filed 2026-10-30
GKV Capital Management Co., Inc.
INCREASED
Shares12,713 from 11,518
Change+1,195 (+10%)
Value$5.8M (+$298.9K)
Filed 2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares12,700 from 10,200
Change+2,500 (+25%)
Value$5.8K (-$4.9M)
Filed 2026-10-22
Quantum Private Wealth, LLC
DECREASED
Shares12,690 from 13,188
Change-498 (-4%)
Value$5.8M (-$509.1K)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares12,595 from 11,131
Change+1,464 (+13%)
Value$5.7M (+$419.4K)
Filed 2026-10-16
Lighthouse Financial LLC
INCREASED
Shares12,570 from 10,571
Change+1,999 (+19%)
Value$5.7M (+$685.9K)
Filed 2026-10-23
Ted Buchan & Co
DECREASED
Shares12,513 from 12,943
Change-430 (-3%)
Value$5.7M (-$472.3K)
Filed 2026-10-23
Berbice Capital Management LLC
INCREASED
Shares12,410 from 11,910
Change+500 (+4%)
Value$5.7M (-$26.5K)
Filed 2026-10-13
Clearstead Trust, LLC
INCREASED
Shares12,213 from 11,966
Change+247 (+2%)
Value$5.6M (-$143.2K)
Filed 2026-11-06
Lebenthal Global Advisors, LLC
INCREASED
Shares12,210 from 11,316
Change+894 (+8%)
Value$5.6M (+$165.7K)
Filed 2026-10-28
Petredis Investment Advisors LLC
INCREASED
Shares12,080 from 11,958
Change+122 (+1%)
Value$5.5M (-$200.0K)
Filed 2026-10-20
KCM Investment Advisors LLC
INCREASED
Shares12,021 from 11,200
Change+821 (+7%)
Value$5.5M (+$135.1K)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares12,008 from 7,941
Change+4,067 (+51%)
Value$5.5M (+$2.1M)
Filed 2026-10-09
BFI Infinity Ltd.
INCREASED
Shares11,914 from 793
Change+11,121 (+1402%)
Value$5.4M (+$5.1M)
Filed 2026-10-16
Aubrey Capital Management Ltd
DECREASED
Shares11,900 from 16,000
Change-4,100 (-26%)
Value$5.4M (-$2.2M)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares11,868 from 11,200
Change+668 (+6%)
Value$5.4M (+$65.3K)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED
Shares11,742 from 10,418
Change+1,324 (+13%)
Value$5.4M (+$381.3K)
Filed 2026-10-26
Slow Capital, Inc.
INCREASED
Shares11,712 from 11,599
Change+113 (+1%)
Value$5.3M (-$196.0K)
Filed 2026-10-23
Dilation Capital Management LP
DECREASED
Shares11,705 from 14,875
Change-3,170 (-21%)
Value$5.3M (-$1.8M)
Filed 2026-10-13
Legacy Bridge, LLC
DECREASED
Shares11,682 from 11,697
Change-15 (0%)
Value$5.3M (-$256.9K)
Filed 2026-10-28
Legal Advantage Investments, Inc.
INCREASED
Shares11,630 from 8,630
Change+3,000 (+35%)
Value$5.3M (+$1.2M)
Filed 2026-10-13
Crestwood Advisors Group, LLC
INCREASED
Shares11,616 from 11,343
Change+273 (+2%)
Value$5.3M (-$117.8K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares11,612 from 10,296
Change+1,316 (+13%)
Value$5.3M (+$380.1K)
Filed 2026-10-29
Kingsman Wealth Management, Inc.
INCREASED
Shares11,552 from 10,369
Change+1,183 (+11%)
Value$5.3M (+$318.0K)
Filed 2026-10-13
Valen Private Capital, LLC
NEW
Shares11,518
Change+11,518
Value$5.3M
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares11,502 from 15,998
Change-4,496 (-28%)
Value$5.2M (-$2.4M)
Filed 2026-10-21
Hamilton Capital, LLC
INCREASED
Shares11,465 from 11,102
Change+363 (+3%)
Value$5.2M (-$71.8K)
Filed 2026-10-08
First Citizens Bank & Trust Co
DECREASED
Shares11,382 from 11,802
Change-420 (-4%)
Value$5.2M (-$443.9K)
Filed 2026-10-14
Gratus Wealth Advisors, LLC
DECREASED
Shares11,365 from 12,028
Change-663 (-6%)
Value$5.2M (-$559.6K)
Filed 2026-10-26
Arthur M. Cohen & Associates, LLC
INCREASED
Shares11,357 from 11,311
Change+46 (+0%)
Value$5.2M (-$220.8K)
Filed 2026-10-26
Sendero Wealth Management, LLC
INCREASED
Shares11,252 from 10,911
Change+341 (+3%)
Value$5.1M (-$77.7K)
Filed 2026-10-14
Asio Capital, LLC
NEW
Shares11,240
Change+11,240
Value$5.1M
Filed 2026-10-19
Fideuram Asset Management (Ireland) dac
DECREASED
Shares11,212 from 24,891
Change-13,679 (-55%)
Value$4.9M (-$5.5M)
Filed 2026-10-29
Loudon Investment Management, LLC
DECREASED
Shares11,209 from 11,414
Change-205 (-2%)
Value$5.1M (-$337.6K)
Filed 2026-11-06
Accuvest Global Advisors
DECREASED
Shares11,076 from 11,542
Change-466 (-4%)
Value$5.1M (-$459.0K)
Filed 2026-11-04
Natural Investments, LLC
DECREASED
Shares11,073 from 11,518
Change-445 (-4%)
Value$5.1M (-$448.4K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED
Shares11,037 from 10,941
Change+96 (+1%)
Value$5.0M (-$190.4K)
Filed 2026-10-08
ASK Capital Investment Managers, LLC
NEW
Shares10,971
Change+10,971
Value$5.0M
Filed 2026-10-14
Hartford Financial Management Inc.
INCREASED
Shares10,971 from 10,961
Change+10 (+0%)
Value$5.0M (-$229.8K)
Filed 2026-10-21
Baldwin Wealth Partners LLC
DECREASED
Shares10,900 from 11,073
Change-173 (-2%)
Value$5.0M (-$315.7K)
Filed 2026-10-13
Garde Capital, Inc.
INCREASED
Shares10,889 from 10,204
Change+685 (+7%)
Value$5.0M (+$94.3K)
Filed 2026-10-29
Colton Groome Financial Advisors, LLC
INCREASED
Shares10,871 from 5,474
Change+5,397 (+99%)
Value$5.0M (+$2.3M)
Filed 2026-10-06
Procyon Advisors, LLC
DECREASED
Shares10,870 from 12,428
Change-1,558 (-13%)
Value$5.0M (-$976.5K)
Filed 2026-10-21
Finer Wealth Management, Inc.
DECREASED
Shares10,867 from 11,115
Change-248 (-2%)
Value$5.0M (-$350.8K)
Filed 2026-10-16
Colonial River Investments, LLC
INCREASED
Shares10,842 from 9,618
Change+1,224 (+13%)
Value$4.9M (+$352.8K)
Filed 2026-10-19
Katamaran Capital LLP
INCREASED
Shares10,800 from 9,868
Change+932 (+9%)
Value$4.9M (+$214.2K)
Filed 2026-10-27
V-Square Quantitative Management LLC
DECREASED
Shares10,800 from 11,026
Change-226 (-2%)
Value$4.9M (-$338.8K)
Filed 2026-10-15
Venture Visionary Partners LLC
INCREASED
Shares10,775 from 8,336
Change+2,439 (+29%)
Value$4.9M (+$934.4K)
Filed 2026-10-07
Carret Asset Management, LLC
DECREASED
Shares10,756 from 10,851
Change-95 (-1%)
Value$4.9M (-$275.3K)
Filed 2026-11-04
BankPlus Trust Department
INCREASED
Shares10,704 from 10,289
Change+415 (+4%)
Value$4.9M (-$30.7K)
Filed 2026-11-06
Great Diamond Partners, LLC
INCREASED
Shares10,622 from 10,273
Change+349 (+3%)
Value$4.8M (-$60.4K)
Filed 2026-10-13
Dupree Financial Group, LLC
INCREASED
Shares10,601 from 10,396
Change+205 (+2%)
Value$4.8M (-$128.7K)
Filed 2026-10-09
WD Rutherford LLC
DECREASED
Shares10,582 from 11,309
Change-727 (-6%)
Value$4.8M (-$573.4K)
Filed 2026-10-26
Robbins Farley
NEW
Shares10,507
Change+10,507
Value$4.8M
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares10,445 from 11,018
Change-573 (-5%)
Value$4.8M (-$497.0K)
Filed 2026-10-19
Lakeshore Capital Group, Inc.
INCREASED
Shares10,329 from 9,990
Change+339 (+3%)
Value$4.7M (-$58.7K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
DECREASED
Shares10,287 from 16,742
Change-6,455 (-39%)
Value$4.7M (-$3.3M)
Filed 2026-10-28
Sovran Advisors, LLC
DECREASED
Shares10,278 from 10,736
Change-458 (-4%)
Value$4.4M (+$226.6K)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares10,220 from 9,071
Change+1,149 (+13%)
Value$4.7M (+$330.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares10,158 from 10,211
Change-53 (-1%)
Value$4.6M (-$241.9K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
INCREASED
Shares10,137 from 9,499
Change+638 (+7%)
Value$4.6M (+$88.0K)
Filed 2026-10-21
Interchange Capital Partners, LLC
DECREASED
Shares10,132 from 10,449
Change-317 (-3%)
Value$4.6M (-$356.5K)
Filed 2026-10-28
Sepio Capital, LP
INCREASED
Shares10,103 from 3,382
Change+6,721 (+199%)
Value$4.6M (+$3.0M)
Filed 2026-10-22
Cox Capital Mgt LLC
INCREASED
Shares10,098 from 10,060
Change+38 (+0%)
Value$4.6M (-$197.7K)
Filed 2026-10-07
VestGen Advisors, LLC
DECREASED
Shares10,049 from 11,031
Change-982 (-9%)
Value$4.6M (-$683.7K)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares9,983 from 9,035
Change+948 (+10%)
Value$4.6M (+$239.6K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares9,959 from 10,297
Change-338 (-3%)
Value$4.5M (-$374.3K)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED
Shares9,887 from 8,947
Change+940 (+11%)
Value$4.5M (+$236.5K)
Filed 2026-11-05
BOS Asset Management, LLC
DECREASED
Shares9,861 from 10,306
Change-445 (-4%)
Value$4.5M (-$423.3K)
Filed 2026-10-09
Central Pacific Bank - Trust Division
INCREASED
Shares9,815 from 7,479
Change+2,336 (+31%)
Value$4.5M (+$905.8K)
Filed 2026-10-06
Maia Wealth LLC
DECREASED
Shares9,774 from 10,765
Change-991 (-9%)
Value$4.5M (-$682.2K)
Filed 2026-10-19
Rational Advisors, Inc.
DECREASED
Shares9,750 from 10,259
Change-509 (-5%)
Value$4.4M (-$451.5K)
Filed 2026-11-02
Henshaw Capital LLC
DECREASED
Shares9,749 from 10,144
Change-395 (-4%)
Value$4.4M (-$397.2K)
Filed 2026-11-03
Legacy Advisors, LLC
DECREASED
Shares9,697 from 9,899
Change-202 (-2%)
Value$4.4M (-$302.7K)
Filed 2026-10-19
Argonautica Private Wealth Management, Inc
DECREASED
Shares9,611 from 9,689
Change-78 (-1%)
Value$4.4M (-$242.7K)
Filed 2026-11-02
Canopy Partners, LLC
DECREASED
Shares9,582 from 10,070
Change-488 (-5%)
Value$4.4M (-$437.9K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares9,560 from 12,067
Change-2,507 (-21%)
Value$4.4M (-$1.4M)
Filed 2026-11-03
Fulcrum Wealth Advisors, LLC
INCREASED
Shares9,556 from 9,533
Change+23 (+0%)
Value$4.4M (-$193.3K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
DECREASED
Shares9,548 from 9,825
Change-277 (-3%)
Value$4.4M (-$336.3K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares9,541 from 12,348
Change-2,807 (-23%)
Value$4.4M (-$1.5M)
Filed 2026-11-05
MW Advisory, LLC
INCREASED
Shares9,507 from 8,099
Change+1,408 (+17%)
Value$4.3M (+$469.2K)
Filed 2026-10-19
Parisi Gray Wealth Management
INCREASED
Shares9,462 from 9,088
Change+374 (+4%)
Value$4.3M (-$23.5K)
Filed 2026-10-16
Summit Global Investments
DECREASED
Shares9,361 from 9,769
Change-408 (-4%)
Value$4.3K (-$4.7M)
Filed 2026-10-28
Valmark Advisers, Inc.
INCREASED
Shares9,313 from 6,972
Change+2,341 (+34%)
Value$4.2M (+$918.9K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
DECREASED
Shares9,309 from 9,928
Change-619 (-6%)
Value$4.2M (-$494.6K)
Filed 2026-11-03
Montecito Bank & Trust
DECREASED
Shares9,302 from 9,554
Change-252 (-3%)
Value$4.2M (-$319.2K)
Filed 2026-10-01
Peterson Wealth Management
DECREASED
Shares9,293 from 9,505
Change-212 (-2%)
Value$4.2M (-$300.2K)
Filed 2026-11-06
Elevatus Welath Management
INCREASED
Shares9,256 from 6,500
Change+2,756 (+42%)
Value$4.2M (+$1.1M)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares9,256 from 9,072
Change+184 (+2%)
Value$4.2M (-$110.1K)
Filed 2026-11-05
Harbour Capital Advisors, LLC
DECREASED
Shares9,177 from 9,227
Change-50 (-1%)
Value$4.2M (+$180.9K)
Filed 2026-10-13
Argos Wealth Advisors, LLC
DECREASED
Shares9,098 from 9,585
Change-487 (-5%)
Value$4.2M (-$427.1K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares9,070 from 7,505
Change+1,565 (+21%)
Value$3.8M (+$677.0K)
Filed 2026-10-27
Stablepoint Partners, LLC
DECREASED
Shares8,985 from 10,288
Change-1,303 (-13%)
Value$4.1M (-$814.3K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares8,952 from 8,508
Change+444 (+5%)
Value$4.1M (+$20.6K)
Filed 2026-10-28
Fourpath Capital Management, LLC
INCREASED
Shares8,916 from 6,322
Change+2,594 (+41%)
Value$4.1M (+$1.0M)
Filed 2026-10-19
Beutel, Goodman & Co Ltd.
DECREASED
Shares8,900 from 8,955
Change-55 (-1%)
Value$4.1K (-$4.3M)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED
Shares8,899 from 9,293
Change-394 (-4%)
Value$4.1M (-$378.4K)
Filed 2026-10-09
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares8,892 from 7,842
Change+1,050 (+13%)
Value$4.1M (+$311.3K)
Filed 2026-10-21
Trust Point Inc.
INCREASED
Shares8,813 from 8,796
Change+17 (+0%)
Value$4.0M (-$180.3K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares8,795 from 8,853
Change-58 (-1%)
Value$4.0M (-$215.7K)
Filed 2026-10-22
Hager Investment Management Services, LLC
DECREASED
Shares8,790 from 9,136
Change-346 (-4%)
Value$4.0M (-$353.4K)
Filed 2026-11-04
Robocap Asset Management Ltd
INCREASED
Shares8,785 from 8,666
Change+119 (+1%)
Value$4.0M (-$131.0K)
Filed 2026-11-02
OceanIQ Capital, LLC
INCREASED
Shares8,690 from 8,640
Change+50 (+1%)
Value$3.9M (+$221.5K)
Filed 2026-10-19
Azzad Asset Management Inc
DECREASED
Shares8,685 from 9,151
Change-466 (-5%)
Value$4.0M (-$408.4K)
Filed 2026-11-04
Balentine LLC
DECREASED
Shares8,664 from 12,081
Change-3,417 (-28%)
Value$4.0M (-$1.8M)
Filed 2026-11-03
Fairfield Financial Advisors, LTD
INCREASED
Shares8,637 from 7,400
Change+1,237 (+17%)
Value$3.9M (+$406.1K)
Filed 2026-10-14
James Investment Research, Inc.
DECREASED
Shares8,632 from 8,738
Change-106 (-1%)
Value$3.9M (-$235.2K)
Filed 2026-10-22
Global Financial Private Client, LLC
DECREASED
Shares8,512 from 10,317
Change-1,805 (-17%)
Value$3.9M (-$1.0M)
Filed 2026-10-15
Bell Asset Management Ltd
DECREASED
Shares8,499 from 10,501
Change-2,002 (-19%)
Value$3.9M (-$1.1M)
Filed 2026-10-08
Jackson Square Capital, LLC
INCREASED
Shares8,490 from 8,317
Change+173 (+2%)
Value$3.9M (-$98.9K)
Filed 2026-10-19
City State Bank
INCREASED
Shares8,481 from 8,109
Change+372 (+5%)
Value$3.9M (-$3.7K)
Filed 2026-10-20
Stiles Financial Services Inc
INCREASED
Shares8,478 from 7,462
Change+1,016 (+14%)
Value$3.9M (+$304.2K)
Filed 2026-10-30
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares8,442 from 8,475
Change-33 (0%)
Value$3.9M (-$196.2K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares8,428 from 8,770
Change-342 (-4%)
Value$3.8M (-$343.6K)
Filed 2026-10-26
Rakuten Securities, Inc.
DECREASED
Shares8,415 from 8,848
Change-433 (-5%)
Value$3.8M (-$386.7K)
Filed 2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares8,365 from 8,365
Change0 (0%)
Value$4.0M ($0)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares8,300 from 8,435
Change-135 (-2%)
Value$3.8M (-$241.6K)
Filed 2026-10-22
Coronation Fund Managers Ltd.
INCREASED
Shares8,295 from 6,692
Change+1,603 (+24%)
Value$3.8M (+$588.2K)
Filed 2026-10-27
Alps Advisors Inc
INCREASED
Shares8,254 from 7,782
Change+472 (+6%)
Value$3.8M (+$48.9K)
Filed 2026-11-03
Aviso Wealth Management
DECREASED
Shares8,247 from 8,288
Change-41 (0%)
Value$3.8M (-$195.9K)
Filed 2026-11-04
Boomfish Wealth Group, LLC
INCREASED
Shares8,130 from 8,030
Change+100 (+1%)
Value$3.7M (-$126.1K)
Filed 2026-10-22
XXI Wealth, LLC
INCREASED
Shares8,091 from 7,173
Change+918 (+13%)
Value$3.7M (+$265.4K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
DECREASED
Shares8,063 from 8,456
Change-393 (-5%)
Value$3.7M (-$360.1K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares8,007 from 6,784
Change+1,223 (+18%)
Value$3.7M (+$412.9K)
Filed 2026-10-27
HF Advisory Group, LLC
DECREASED
Shares7,978 from 8,069
Change-91 (-1%)
Value$3.6M (-$214.7K)
Filed 2026-10-09
Veracity Capital LLC
DECREASED
Shares7,977 from 8,337
Change-360 (-4%)
Value$3.6M (-$342.4K)
Filed 2026-10-08
Trust Co of the South
DECREASED
Shares7,958 from 8,008
Change-50 (-1%)
Value$3.6M (-$194.0K)
Filed 2026-10-21
Foster Group, Inc.
DECREASED
Shares7,941 from 8,113
Change-172 (-2%)
Value$3.6M (-$251.9K)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares7,939 from 4,714
Change+3,225 (+68%)
Value$3.6M (+$1.4M)
Filed 2026-10-15
First Horizon Corp
INCREASED
Shares7,903 from 7,895
Change+8 (+0%)
Value$3.6M (-$165.1K)
Filed 2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$3.6M (-$168.9K)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares7,895 from 6,187
Change+1,708 (+28%)
Value$3.5M (+$536.1K)
Filed 2026-11-03
Beacon Financial Group
INCREASED
Shares7,891 from 7,684
Change+207 (+3%)
Value$3.6M (-$70.3K)
Filed 2026-10-19
Confluence Investment Management LLC
INCREASED
Shares7,883 from 7,622
Change+261 (+3%)
Value$3.6M (-$43.9K)
Filed 2026-10-01
PUREfi Wealth, LLC
INCREASED
Shares7,791 from 7,284
Change+507 (+7%)
Value$3.6M (+$75.6K)
Filed 2026-10-19
Albert D Mason Inc
DECREASED
Shares7,791 from 7,914
Change-123 (-2%)
Value$3.6M (-$225.3K)
Filed 2026-10-27
Fulcrum Asset Management LLP
DECREASED
Shares7,771 from 12,902
Change-5,131 (-40%)
Value$3.6M (-$2.3M)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares7,752 from 8,176
Change-424 (-5%)
Value$3.5M (-$368.1K)
Filed 2026-11-04
Baxter Bros Inc
INCREASED
Shares7,747 from 6,997
Change+750 (+11%)
Value$3.5M (+$192.5K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares7,730 from 8,823
Change-1,093 (-12%)
Value$3.5M (-$687.2K)
Filed 2026-10-14
Simplicity Wealth,LLC
DECREASED
Shares7,664 from 9,315
Change-1,651 (-18%)
Value$3.5M (-$952.3K)
Filed 2026-10-23
Plato Investment Management Ltd
INCREASED
Shares7,650 from 7,511
Change+139 (+2%)
Value$3.5M (-$62.7K)
Filed 2026-11-05
Cane Capital Partners, LLC
INCREASED
Shares7,624 from 7,546
Change+78 (+1%)
Value$3.5M (-$125.8K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares7,614 from 7,575
Change+39 (+1%)
Value$3.5M (-$144.4K)
Filed 2026-11-04
State of Wyoming
DECREASED
Shares7,580 from 8,070
Change-490 (-6%)
Value$3.5M (-$396.1K)
Filed 2026-10-28
Tctc Holdings, LLC
INCREASED
Shares7,543 from 7,050
Change+493 (+7%)
Value$3.4M (+$74.2K)
Filed 2026-11-02
Hardy Reed LLC
INCREASED
Shares7,539 from 6,345
Change+1,194 (+19%)
Value$3.4M (+$409.0K)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares7,534 from 7,400
Change+134 (+2%)
Value$3.4M (-$97.1K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares7,480 from 8,183
Change-703 (-9%)
Value$3.4M (-$208.1K)
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
DECREASED
Shares7,475 from 7,863
Change-388 (-5%)
Value$3.4M (-$345.2K)
Filed 2026-10-27
May Hill Capital, LLC
INCREASED
Shares7,453 from 7,107
Change+346 (+5%)
Value$3.4M (+$5.8K)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares7,440 from 6,978
Change+462 (+7%)
Value$3.4M (+$61.5K)
Filed 2026-11-02
Yousif Capital Management, LLC
INCREASED
Shares7,392 from 6,630
Change+762 (+11%)
Value$3.4M (+$205.9K)
Filed 2026-10-22
Clear Wave Wealth Management LLC
INCREASED
Shares7,379 from 6,944
Change+435 (+6%)
Value$3.4M (+$50.0K)
Filed 2026-11-04
Zions Bancorporation, National Association
DECREASED
Shares7,378 from 11,185
Change-3,807 (-34%)
Value$3.4M (-$2.0M)
Filed 2026-11-06
Mather Group, Llc.
DECREASED
Shares7,372 from 7,755
Change-383 (-5%)
Value$3.4M (-$340.3K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED
Shares7,343 from 7,923
Change-580 (-7%)
Value$3.3M (-$407.2K)
Filed 2026-10-13
Shepherd Street Advisors LLC
DECREASED
Shares7,308 from 7,368
Change-60 (-1%)
Value$3.3M (+$222.1K)
Filed 2026-10-21
BigSur Wealth Management LLC
UNCHANGED
Shares7,307 from 7,307
Change0 (0%)
Value$3.3M (-$155.1K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares7,241 from 13,222
Change-5,981 (-45%)
Value$3.3M (-$3.0M)
Filed 2026-10-28
AK Global Asset Management, LLC
INCREASED
Shares7,237 from 6,887
Change+350 (+5%)
Value$3.3M (+$12.4K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED
Shares7,179 from 7,283
Change-104 (-1%)
Value$3.3M (-$195.2K)
Filed 2026-10-23
Sun Group Wealth Partners
INCREASED
Shares7,121 from 7,033
Change+88 (+1%)
Value$3.2M (-$110.2K)
Filed 2026-10-26
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares7,116 from 7,128
Change-12 (0%)
Value$3.2M (-$157.9K)
Filed 2026-10-14
Todd Wealth Management, LLC
DECREASED
Shares7,107 from 7,156
Change-49 (-1%)
Value$3.2M (-$175.3K)
Filed 2026-10-19
Schear Investment Advisers, LLC
DECREASED
Shares7,103 from 13,705
Change-6,602 (-48%)
Value$3.2M (-$3.3M)
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares7,103 from 7,188
Change-85 (-1%)
Value$3.2M (-$192.5K)
Filed 2026-10-14
Sunpointe, LLC
DECREASED
Shares7,101 from 7,945
Change-844 (-11%)
Value$3.2M (-$554.8K)
Filed 2026-10-22
Putney Financial Group LLC
DECREASED
Shares7,094 from 7,165
Change-71 (-1%)
Value$3.2M (-$185.6K)
Filed 2026-10-30
HBK Sorce Advisory LLC
DECREASED
Shares7,093 from 7,132
Change-39 (-1%)
Value$2.5M (-$448.1K)
Filed 2026-11-06
Strong Tower Advisory Services
INCREASED
Shares7,085 from 6,164
Change+921 (+15%)
Value$3.2M (+$288.4K)
Filed 2026-10-13
TKG Advisors, LLC
INCREASED
Shares7,082 from 5,940
Change+1,142 (+19%)
Value$3.2M (+$394.0K)
Filed 2026-11-02
G&S Capital LLC
INCREASED
Shares7,028 from 6,353
Change+675 (+11%)
Value$3.2M (+$172.1K)
Filed 2026-10-23
Diversified Enterprises, LLC
INCREASED
Shares7,021 from 6,869
Change+152 (+2%)
Value$3.2M (-$77.7K)
Filed 2026-10-19
Eos Management, L.P.
UNCHANGED
Shares6,967 from 6,967
Change0 (0%)
Value$3.2M (-$149.0K)
Filed 2026-10-27
AM Investment Strategies LLC
UNCHANGED
Shares6,905 from 6,905
Change0 (0%)
Value$3.2K (-$148)
Filed 2026-11-05
Grey Ledge Advisors, LLC
DECREASED
Shares6,874 from 7,503
Change-629 (-8%)
Value$3.1M (-$447.6K)
Filed 2026-11-02
Cornerstone Planning, LLC
INCREASED
Shares6,834 from 6,802
Change+32 (+0%)
Value$3.2M (-$24.4K)
Filed 2026-10-27
Traynor Capital Management, Inc.
DECREASED
Shares6,805 from 7,026
Change-221 (-3%)
Value$3.1M (-$251.0K)
Filed 2026-10-29
Jacobi Capital Management LLC
DECREASED
Shares6,755 from 6,780
Change-25 (0%)
Value$3.1M (-$156.4K)
Filed 2026-11-05
Hollow Brook Wealth Management LLC
UNCHANGED
Shares6,738 from 6,738
Change0 (0%)
Value$3.1M (-$144.1K)
Filed 2026-10-29
Wynn Capital, LLC
DECREASED
Shares6,715 from 6,755
Change-40 (-1%)
Value$3.1M (-$162.7K)
Filed 2026-10-13
King Luther Capital Management Corp
INCREASED
Shares6,656 from 6,534
Change+122 (+2%)
Value$3.0M (-$84.0K)
Filed 2026-11-05
RFG Holdings, Inc.
INCREASED
Shares6,656 from 6,537
Change+119 (+2%)
Value$3.0M (-$85.3K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
INCREASED
Shares6,619 from 4,296
Change+2,323 (+54%)
Value$3.0M (+$967.9K)
Filed 2026-10-29
Myriad Asset Management US LP
INCREASED
Shares6,618 from 2,008
Change+4,610 (+230%)
Value$3.0M (+$2.1M)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares6,592 from 6,345
Change+247 (+4%)
Value$3.0M (-$20.8K)
Filed 2026-11-02
IPG Investment Advisors LLC
INCREASED
Shares6,571 from 5,996
Change+575 (+10%)
Value$3.0M (+$135.1K)
Filed 2026-10-30
NWF Advisory Services Inc.
INCREASED
Shares6,554 from 6,331
Change+223 (+4%)
Value$3.0M (-$33.6K)
Filed 2026-10-19
Somerset Trust Co
DECREASED
Shares6,531 from 6,545
Change-14 (0%)
Value$3.0M (-$146.3K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares6,522
Change+6,522
Value$3.0M
Filed 2026-11-04
General Partner, Inc.
UNCHANGED
Shares6,472 from 6,472
Change0 (0%)
Value$3.0M (-$138.4K)
Filed 2026-10-05
Howard Financial Services, Ltd.
INCREASED
Shares6,400 from 6,249
Change+151 (+2%)
Value$2.9M (-$64.7K)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares6,399 from 5,130
Change+1,269 (+25%)
Value$2.9M (+$469.2K)
Filed 2026-10-20
Well Done, LLC
DECREASED
Shares6,361 from 6,820
Change-459 (-7%)
Value$2.9M (-$355.2K)
Filed 2026-10-20
Journey Advisory Group, LLC
DECREASED
Shares6,335 from 6,839
Change-504 (-7%)
Value$2.9M (-$375.7K)
Filed 2026-11-04
Cooper Financial Group
INCREASED
Shares6,313 from 6,291
Change+22 (+0%)
Value$2.9M (-$124.5K)
Filed 2026-10-07
Symmetry Partners, LLC
INCREASED
Shares6,300 from 4,926
Change+1,374 (+28%)
Value$2.9M (+$521.5K)
Filed 2026-10-27
Moody National Bank Trust Division
DECREASED
Shares6,258 from 8,311
Change-2,053 (-25%)
Value$2.9M (-$1.1M)
Filed 2026-10-06
Turning Point Benefit Group, Inc.
DECREASED
Shares6,257 from 7,184
Change-927 (-13%)
Value$2.9M (-$524.7K)
Filed 2026-10-28
Charles Schwab Trust Co
UNCHANGED
Shares6,256 from 6,256
Change0 (0%)
Value$2.9M (-$133.8K)
Filed 2026-10-15
Floyd Financial Group LLC
DECREASED
Shares6,253 from 6,504
Change-251 (-4%)
Value$2.8M (+$49.1K)
Filed 2026-10-28
KG Capital Management
INCREASED
Shares6,228 from 6,203
Change+25 (+0%)
Value$2.8M (-$121.2K)
Filed 2026-10-15
Wealth Analytics Partners, LLC
INCREASED
Shares6,225 from 6,114
Change+111 (+2%)
Value$2.8M (+$269.7K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
DECREASED
Shares6,196 from 6,678
Change-482 (-7%)
Value$2.8M (-$362.6K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares6,167 from 5,874
Change+293 (+5%)
Value$2.8M (+$8.2K)
Filed 2026-10-30
Madson Wealth Advisors Inc
DECREASED
Shares6,124 from 6,349
Change-225 (-4%)
Value$2.8M (-$238.4K)
Filed 2026-10-13
Bennett Selby Investments LP
INCREASED
Shares6,097 from 5,801
Change+296 (+5%)
Value$2.8M (+$11.0K)
Filed 2026-10-19
Athena Wealth Management, LLC
INCREASED
Shares6,067 from 5,887
Change+180 (+3%)
Value$2.8M (-$43.6K)
Filed 2026-10-09
Formidable Asset Management, LLC
DECREASED
Shares6,051 from 6,259
Change-208 (-3%)
Value$2.9M (+$774.5K)
Filed 2026-11-03
WealthTrust Asset Management, LLC
DECREASED
Shares6,035 from 6,437
Change-402 (-6%)
Value$2.8M (-$321.0K)
Filed 2026-10-22
PVG Asset Management Corp
INCREASED
Shares6,013 from 5,676
Change+337 (+6%)
Value$2.7M (+$32.4K)
Filed 2026-10-19
Eastern Bank
INCREASED
Shares5,983 from 5,913
Change+70 (+1%)
Value$2.7M (-$94.5K)
Filed 2026-10-05
WealthPlan Investment Management, LLC
INCREASED
Shares5,973 from 4,219
Change+1,754 (+42%)
Value$2.7M (+$710.0K)
Filed 2026-10-15
Allen Wealth Management, LLC
DECREASED
Shares5,972 from 6,759
Change-787 (-12%)
Value$2.7M (-$503.5K)
Filed 2026-10-29
Private Wealth Partners, LLC
DECREASED
Shares5,962 from 7,362
Change-1,400 (-19%)
Value$2.7M (-$796.1K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED
Shares5,953 from 5,496
Change+457 (+8%)
Value$2.7M (+$90.9K)
Filed 2026-10-13
Chapman Financial Group, LLC
DECREASED
Shares5,947 from 6,035
Change-88 (-1%)
Value$2.7M (-$169.2K)
Filed 2026-10-26
LifeGoal Investments, LLC
INCREASED
Shares5,923 from 550
Change+5,373 (+977%)
Value$2.7M (+$2.4M)
Filed 2026-10-09
DDD Partners, LLC
INCREASED
Shares5,921 from 1,829
Change+4,092 (+224%)
Value$2.7M (+$1.8M)
Filed 2026-11-02
Riverbridge Partners LLC
DECREASED
Shares5,916 from 6,809
Change-893 (-13%)
Value$2.7M (-$553.0K)
Filed 2026-11-05
Gradient Capital Advisors, LLC
DECREASED
Shares5,909 from 5,974
Change-65 (-1%)
Value$2.7M (-$157.4K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares5,898 from 5,954
Change-56 (-1%)
Value$2.7M (-$152.8K)
Filed 2026-10-30
RMR Wealth Builders
INCREASED
Shares5,893 from 5,841
Change+52 (+1%)
Value$2.7M (-$101.3K)
Filed 2026-10-22
Trueblood Wealth Management, LLC
INCREASED
Shares5,886 from 5,851
Change+35 (+1%)
Value$2.7M (-$109.2K)
Filed 2026-10-23
Meridian Financial Partners LLC
INCREASED
Shares5,879 from 5,824
Change+55 (+1%)
Value$2.5M (+$39.2K)
Filed 2026-10-23
Marino, Stram & Associates LLC
INCREASED
Shares5,866 from 5,781
Change+85 (+1%)
Value$2.7M (-$84.9K)
Filed 2026-10-22
Iams Wealth Management, LLC
INCREASED
Shares5,836 from 428
Change+5,408 (+1264%)
Value$2.7M (+$2.5M)
Filed 2026-10-15
Braeburn Wealth Management LLC
INCREASED
Shares5,836 from 1,314
Change+4,522 (+344%)
Value$2.7M (+$2.0M)
Filed 2026-10-15
Old Second National Bank of Aurora
INCREASED
Shares5,823 from 412
Change+5,411 (+1313%)
Value$2.7M (+$2.5M)
Filed 2026-10-22
Eurizon Asset Management Slovakia, sprav. spol., a.s.
UNCHANGED
Shares5,745 from 5,745
Change0 (0%)
Value$2.6M (-$122.8K)
Filed 2026-11-06
Teamwork Financial Advisors, LLC
DECREASED
Shares5,738 from 17,125
Change-11,387 (-66%)
Value$2.6M (-$5.6M)
Filed 2026-10-19
Algebris (UK) LTD
INCREASED
Shares5,730 from 3,236
Change+2,494 (+77%)
Value$2.6M (+$1.1M)
Filed 2026-11-06
FSM Wealth Advisors, LLC
DECREASED
Shares5,705 from 6,017
Change-312 (-5%)
Value$2.6M (-$260.5K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares5,703 from 5,922
Change-219 (-4%)
Value$2.6M (-$226.7K)
Filed 2026-10-29
HBW Advisory Services LLC
DECREASED
Shares5,685 from 8,710
Change-3,025 (-35%)
Value$2.6M (-$1.6M)
Filed 2026-10-15
Apella Capital, LLC
INCREASED
Shares5,681 from 4,374
Change+1,307 (+30%)
Value$2.7M (+$790.7K)
Filed 2026-10-08
Novem Group
INCREASED
Shares5,637 from 5,279
Change+358 (+7%)
Value$2.6M (+$50.4K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
DECREASED
Shares5,617 from 6,801
Change-1,184 (-17%)
Value$2.6M (-$685.4K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
DECREASED
Shares5,595 from 5,646
Change-51 (-1%)
Value$2.6M (-$144.0K)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares5,593 from 5,598
Change-5 (0%)
Value$2.6M (-$122.0K)
Filed 2026-10-20
Advisory Resource Group
DECREASED
Shares5,560 from 5,602
Change-42 (-1%)
Value$2.5M (-$138.7K)
Filed 2026-10-26
Point Nemo Capital, LLC
INCREASED
Shares5,545 from 5,241
Change+304 (+6%)
Value$2.5M (+$26.5K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares5,521 from 3,319
Change+2,202 (+66%)
Value$2.5M (+$934.1K)
Filed 2026-10-28
LS Investment Advisors, LLC
INCREASED
Shares5,519 from 5,504
Change+15 (+0%)
Value$2.5M (-$110.8K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares5,504 from 5,317
Change+187 (+4%)
Value$2.5M (-$28.4K)
Filed 2026-10-14
WP Advisors, LLC
INCREASED
Shares5,502 from 5,174
Change+328 (+6%)
Value$2.5M (+$39.0K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares5,472 from 4,937
Change+535 (+11%)
Value$2.5M (+$138.6K)
Filed 2026-10-22
Trust Co of Oklahoma
DECREASED
Shares5,470 from 6,188
Change-718 (-12%)
Value$2.5M (-$459.8K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
DECREASED
Shares5,440 from 5,653
Change-213 (-4%)
Value$2.5M (-$218.0K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares5,409 from 5,769
Change-360 (-6%)
Value$2.5M (-$287.6K)
Filed 2026-10-19
Chicago Trust Co NA
INCREASED
Shares5,401 from 5,374
Change+27 (+1%)
Value$2.5M (-$102.6K)
Filed 2026-10-28
Challenger Wealth Management
INCREASED
Shares5,391 from 5,333
Change+58 (+1%)
Value$2.5M (-$87.6K)
Filed 2026-10-30
Mandatum Life Insurance Co Ltd
DECREASED
Shares5,383 from 5,483
Change-100 (-2%)
Value$2.5M (-$162.8K)
Filed 2026-11-06
Demars Financial Group, LLC
INCREASED
Shares5,378 from 5,165
Change+213 (+4%)
Value$2.5M (-$13.3K)
Filed 2026-10-22
Enterprise Financial Services Corp
INCREASED
Shares5,355 from 5,239
Change+116 (+2%)
Value$2.4M (-$59.1K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED
Shares5,313 from 4,107
Change+1,206 (+29%)
Value$2.4M (+$462.4K)
Filed 2026-10-26
Victrix Investment Advisors
DECREASED
Shares5,295 from 5,344
Change-49 (-1%)
Value$2.4M (-$136.6K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares5,290 from 5,343
Change-53 (-1%)
Value$2.4M (-$138.4K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares5,288 from 5,820
Change-532 (-9%)
Value$2.4M (-$367.1K)
Filed 2026-10-14
Aljian Capital Management, LLC
INCREASED
Shares5,278 from 5,076
Change+202 (+4%)
Value$2.4M (-$16.4K)
Filed 2026-10-28
Fulton Bank, N.A.
UNCHANGED
Shares5,270 from 5,270
Change0 (0%)
Value$2.4M (-$112.7K)
Filed 2026-10-14
Biltmore Family Office, LLC
DECREASED
Shares5,255 from 5,260
Change-5 (0%)
Value$2.4M (-$113.8K)
Filed 2026-11-03
Crumly & Associates Inc.
INCREASED
Shares5,251 from 5,198
Change+53 (+1%)
Value$2.4M (-$86.9K)
Filed 2026-10-07
Blue Jean Financial LLC
INCREASED
Shares5,246 from 5,182
Change+64 (+1%)
Value$2.4M (-$81.6K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares5,233 from 5,233
Change0 (0%)
Value$2.4M (-$111.9K)
Filed 2026-11-05
Rossmore Private Capital
INCREASED
Shares5,211 from 2,596
Change+2,615 (+101%)
Value$2.4M (+$1.1M)
Filed 2026-10-27
Worthington Financial Partners, LLC
DECREASED
Shares5,208 from 5,219
Change-11 (0%)
Value$2.4M (-$116.4K)
Filed 2026-10-13
Triton Wealth Management, Pllc
INCREASED
Shares5,199 from 3,866
Change+1,333 (+34%)
Value$2.1M (+$423.2K)
Filed 2026-11-04
IronOak Wealth Llc.
NEW
Shares5,175
Change+5,175
Value$2.4M
Filed 2026-11-06
GK Wealth Management LLC
DECREASED
Shares5,135 from 7,015
Change-1,880 (-27%)
Value$2.3M (-$1.0M)
Filed 2026-10-09
Impact Capital Partners LLC
DECREASED
Shares5,135 from 5,392
Change-257 (-5%)
Value$2.3M (-$232.5K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares5,129 from 5,144
Change-15 (0%)
Value$2.3M (-$116.9K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
DECREASED
Shares5,123 from 5,149
Change-26 (0%)
Value$2.3M (-$121.9K)
Filed 2026-10-05
Wealth Science Advisors LLC
INCREASED
Shares5,114 from 4,845
Change+269 (+6%)
Value$2.3M (+$19.1K)
Filed 2026-10-09
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,084 from 5,357
Change-273 (-5%)
Value$2.3M (-$238.9K)
Filed 2026-10-19
Mindset Wealth Management, LLC
INCREASED
Shares5,065 from 5,063
Change+2 (+0%)
Value$2.3M (-$107.3K)
Filed 2026-10-19
Viewpoint Investment Partners Corp
DECREASED
Shares5,036 from 5,101
Change-65 (-1%)
Value$2.6M (-$159.6K)
Filed 2026-10-26
Waldron Private Wealth LLC
INCREASED
Shares5,029 from 4,981
Change+48 (+1%)
Value$2.3M (-$79.0K)
Filed 2026-11-02
WMS Group LLC
DECREASED
Shares5,017 from 5,089
Change-72 (-1%)
Value$2.3M (-$141.6K)
Filed 2026-11-06
Grey Fox Wealth Advisors, LLC
DECREASED
Shares5,016 from 5,353
Change-337 (-6%)
Value$2.3M (-$267.7K)
Filed 2026-11-03
Mattern Capital Management, LLC
DECREASED
Shares5,007 from 5,057
Change-50 (-1%)
Value$2.3M (-$130.9K)
Filed 2026-11-02
Cherokee Insurance Co
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$2.3M (-$106.9K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares4,985 from 4,675
Change+310 (+7%)
Value$2.3M (+$41.5K)
Filed 2026-10-16
Bank of Stockton
INCREASED
Shares4,958 from 4,475
Change+483 (+11%)
Value$2.3M (+$124.7K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares4,919 from 4,964
Change-45 (-1%)
Value$2.2M (-$126.4K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares4,895 from 4,002
Change+893 (+22%)
Value$2.2M (+$321.7K)
Filed 2026-11-04
Barden Capital Management, Inc.
DECREASED
Shares4,863 from 5,633
Change-770 (-14%)
Value$2.2M (-$471.7K)
Filed 2026-10-09
1620 Investment Advisors, Inc.
DECREASED
Shares4,842 from 5,284
Change-442 (-8%)
Value$2.2M (-$314.6K)
Filed 2026-11-04
Vann Equity Management LLC
INCREASED
Shares4,840 from 4,832
Change+8 (+0%)
Value$2.2M (-$99.9K)
Filed 2026-10-08
CWA Asset Management Group, LLC
INCREASED
Shares4,835 from 4,599
Change+236 (+5%)
Value$2.2M (+$9.3K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
DECREASED
Shares4,796 from 5,249
Change-453 (-9%)
Value$2.2M (-$319.2K)
Filed 2026-10-15
UMB Bank, n.a.
DECREASED
Shares4,774 from 5,618
Change-844 (-15%)
Value$2.2M (-$505.1K)
Filed 2026-11-06
Elevated Private Wealth, LLC
DECREASED
Shares4,773 from 4,917
Change-144 (-3%)
Value$2.2M (-$170.8K)
Filed 2026-10-15
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares4,762 from 4,226
Change+536 (+13%)
Value$2.2M (+$154.2K)
Filed 2026-10-06
Cannon Capital Management, Inc.
INCREASED
Shares4,757 from 4,647
Change+110 (+2%)
Value$2.2M (-$49.0K)
Filed 2026-11-03
BankChampaign, National Association
DECREASED
Shares4,751 from 4,842
Change-91 (-2%)
Value$2.2M (-$145.0K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares4,739 from 3,280
Change+1,459 (+44%)
Value$2.0M (+$608.9K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares4,727 from 3,006
Change+1,721 (+57%)
Value$2.2M (+$720.9K)
Filed 2026-11-03
Windsor Capital Management, LLC
DECREASED
Shares4,706 from 4,953
Change-247 (-5%)
Value$2.1M (-$218.6K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares4,700 from 563
Change+4,137 (+735%)
Value$2.2M (+$1.9M)
Filed 2026-11-03
Collaborative Fund Advisors, LLC
INCREASED
Shares4,698 from 3,655
Change+1,043 (+29%)
Value$2.1M (+$397.7K)
Filed 2026-11-02
Bingham Private Wealth, LLC
INCREASED
Shares4,697 from 4,571
Change+126 (+3%)
Value$2.1M (-$40.2K)
Filed 2026-11-05
Absolute Capital Management, LLC
INCREASED
Shares4,686 from 4,177
Change+509 (+12%)
Value$2.1M (+$143.4K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares4,684 from 4,625
Change+59 (+1%)
Value$2.1M (-$72.0K)
Filed 2026-11-04
Blue Fin Capital, Inc.
INCREASED
Shares4,680 from 931
Change+3,749 (+403%)
Value$2.1M (+$1.7M)
Filed 2026-10-28
Winthrop Capital Management, LLC
INCREASED
Shares4,679 from 4,667
Change+12 (+0%)
Value$2.1M (-$94.5K)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares4,678 from 6,447
Change-1,769 (-27%)
Value$2.1M (-$945.1K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
INCREASED
Shares4,678 from 4,528
Change+150 (+3%)
Value$2.1M (-$28.4K)
Filed 2026-10-23
Elyxium Wealth, LLC
INCREASED
Shares4,656 from 4,542
Change+114 (+3%)
Value$2.1M (-$45.1K)
Filed 2026-10-27
Vestor Capital, LLC
DECREASED
Shares4,646 from 95,819
Change-91,173 (-95%)
Value$212 (-$4.7K)
Filed 2026-11-04
Sage Mountain Advisors LLC
DECREASED
Shares4,644 from 5,937
Change-1,293 (-22%)
Value$2.1M (-$716.8K)
Filed 2026-11-02
Narwhal Capital Management
UNCHANGED
Shares4,634 from 4,634
Change0 (0%)
Value$2.1M (-$99.1K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares4,584 from 4,417
Change+167 (+4%)
Value$2.1M (+$297.3K)
Filed 2026-10-26
Argus Investors' Counsel, Inc.
INCREASED
Shares4,571 from 1,340
Change+3,231 (+241%)
Value$2.1M (+$1.4M)
Filed 2026-10-09
Cravens & Co Advisors, LLC
INCREASED
Shares4,566 from 4,361
Change+205 (+5%)
Value$2.1M (+$281)
Filed 2026-10-16
New Wave Wealth Advisors LLC
DECREASED
Shares4,526 from 4,669
Change-143 (-3%)
Value$2.0M (-$218.8K)
Filed 2026-10-19
AA Financial Advisors, LLC
INCREASED
Shares4,518 from 4,285
Change+233 (+5%)
Value$2.1M (+$14.7K)
Filed 2026-10-19
Leibman Financial Services, Inc.
DECREASED
Shares4,511 from 4,706
Change-195 (-4%)
Value$2.1M (-$189.7K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
INCREASED
Shares4,500 from 4,255
Change+245 (+6%)
Value$1.9M (-$88.9K)
Filed 2026-11-02
Professional Financial Advisors, LLC
INCREASED
Shares4,489 from 4,449
Change+40 (+1%)
Value$2.0M (-$76.8K)
Filed 2026-10-13
Ahara Advisors LLC
INCREASED
Shares4,485 from 3,532
Change+953 (+27%)
Value$2.0M (+$359.5K)
Filed 2026-10-29
Acropolis Investment Management, LLC
DECREASED
Shares4,485 from 4,700
Change-215 (-5%)
Value$2.0M (-$198.6K)
Filed 2026-10-08
Sherman Asset Management, Inc.
UNCHANGED
Shares4,476 from 4,476
Change0 (0%)
Value$2.0M (-$95.7K)
Filed 2026-11-05
Fishman JAY A LTD
UNCHANGED
Shares4,437 from 4,437
Change0 (0%)
Value$2.0M (-$94.9K)
Filed 2026-10-26
Focused Alpha, LLC
INCREASED
Shares4,429 from 4,210
Change+219 (+5%)
Value$2.0M (+$9.8K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares4,422 from 2,988
Change+1,434 (+48%)
Value$2.0M (+$590.3K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares4,421 from 4,470
Change-49 (-1%)
Value$2.0M (-$118.0K)
Filed 2026-11-04
Advisor Resource Council
DECREASED
Shares4,407 from 4,751
Change-344 (-7%)
Value$2.1M (-$8.8K)
Filed 2026-11-05
Cordatus Wealth Management LLC
INCREASED
Shares4,398 from 4,377
Change+21 (+0%)
Value$2.0M (-$84.0K)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares4,377 from 4,465
Change-88 (-2%)
Value$2.0M (-$135.4K)
Filed 2026-10-28
Oakmont Investment Advisors, Inc.
INCREASED
Shares4,354 from 1,263
Change+3,091 (+245%)
Value$2.0M (+$1.4M)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares4,337 from 3,622
Change+715 (+20%)
Value$1.9M (+$197.7K)
Filed 2026-10-13
Riversedge Advisors, LLC
DECREASED
Shares4,335 from 4,611
Change-276 (-6%)
Value$2.0M (-$224.5K)
Filed 2026-10-09
Endowment Wealth Management, Inc.
DECREASED
Shares4,324 from 4,532
Change-208 (-5%)
Value$2.0M (-$191.5K)
Filed 2026-11-03
Revisor Wealth Management LLC
DECREASED
Shares4,322 from 4,733
Change-411 (-9%)
Value$1.9M (-$391.3K)
Filed 2026-10-20
Rudd Co d/b/a Styre Wealth
NEW
Shares4,300
Change+4,300
Value$1.8M
Filed 2026-10-29
AXS Investments LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$2.0M (-$91.9K)
Filed 2026-11-04
Valley Brook Capital Group, Inc.
INCREASED
Shares4,298 from 4,153
Change+145 (+3%)
Value$2.0M (-$22.6K)
Filed 2026-10-26
GFG Capital, LLC
DECREASED
Shares4,269 from 4,392
Change-123 (-3%)
Value$1.9M (-$150.0K)
Filed 2026-10-16
Brian LOW Financial Group, LLC
INCREASED
Shares4,256 from 3,853
Change+403 (+10%)
Value$1.9M (+$101.5K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares4,253
Change+4,253
Value$1.8K
Filed 2026-11-03
Fortress Financial Solutions, LLC
NEW
Shares4,243
Change+4,243
Value$1.9M
Filed 2026-10-14
JGP Wealth Management, LLC
INCREASED
Shares4,238 from 4,077
Change+161 (+4%)
Value$1.9M (-$14.1K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED
Shares4,235 from 4,476
Change-241 (-5%)
Value$1.9M (-$205.4K)
Filed 2026-10-21
Net Worth Advisory Group
DECREASED
Shares4,211 from 6,032
Change-1,821 (-30%)
Value$1.9M (-$946.9K)
Filed 2026-10-20
Alpha Zero LLC
INCREASED
Shares4,201 from 3,373
Change+828 (+25%)
Value$1.9M (+$534.5K)
Filed 2026-11-06
Alliance Private Wealth, LLC
DECREASED
Shares4,162 from 4,812
Change-650 (-14%)
Value$1.9M (-$399.4K)
Filed 2026-10-20
Stockman Wealth Management, Inc.
DECREASED
Shares4,155 from 4,158
Change-3 (0%)
Value$1.9M (-$90.3K)
Filed 2026-10-27
CGN Advisors LLC
INCREASED
Shares4,121 from 1,263
Change+2,858 (+226%)
Value$1.9M (+$1.3M)
Filed 2026-10-21
Purkiss Capital Advisors LLC
DECREASED
Shares4,113 from 4,117
Change-4 (0%)
Value$1.9M (-$89.8K)
Filed 2026-11-06
United Capital Management of KS, Inc.
INCREASED
Shares4,066 from 4,037
Change+29 (+1%)
Value$1.9M (-$73.4K)
Filed 2026-11-04
Ridgewood Investments LLC
DECREASED
Shares4,053 from 4,152
Change-99 (-2%)
Value$1.8M (-$133.9K)
Filed 2026-10-05
Rossby Financial, LCC
INCREASED
Shares4,045 from 4,017
Change+28 (+1%)
Value$1.8M (-$73.0K)
Filed 2026-11-05
Romano Brothers and Company
DECREASED
Shares4,039 from 5,207
Change-1,168 (-22%)
Value$1.8M (-$644.2K)
Filed 2026-10-22
Griffin Asset Management, Inc.
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$1.8M (-$86.2K)
Filed 2026-10-22
55 North Private Wealth, LLC
INCREASED
Shares4,027 from 3,537
Change+490 (+14%)
Value$1.8M (+$147.9K)
Filed 2026-10-20
Pzena Investment Management LLC
DECREASED
Shares4,025 from 4,054
Change-29 (-1%)
Value$1.8M (-$99.9K)
Filed 2026-10-30
Connective Portfolio Management, LLC
DECREASED
Shares4,000 from 5,100
Change-1,100 (-22%)
Value$1.8M (-$610.8K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares3,959
Change+3,959
Value$1.8M
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares3,952 from 4,290
Change-338 (-8%)
Value$1.8M (-$245.8K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
DECREASED
Shares3,930 from 4,183
Change-253 (-6%)
Value$1.8M (-$205.0K)
Filed 2026-10-20
Ring Mountain Capital, LLC
INCREASED
Shares3,916 from 3,536
Change+380 (+11%)
Value$1.8M (+$97.8K)
Filed 2026-10-13
Traveka Wealth, LLC
INCREASED
Shares3,897 from 2,344
Change+1,553 (+66%)
Value$1.8M (+$658.3K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares3,894 from 2,820
Change+1,074 (+38%)
Value$1.8M (+$429.7K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares3,891 from 2,914
Change+977 (+34%)
Value$1.8M (+$383.7K)
Filed 2026-11-05
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares3,891 from 3,891
Change0 (0%)
Value$1.8M (-$83.2K)
Filed 2026-11-02
Gibbs Wealth Management
INCREASED
Shares3,884 from 2,820
Change+1,064 (+38%)
Value$1.8M (+$425.1K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
DECREASED
Shares3,883 from 4,222
Change-339 (-8%)
Value$1.8M (-$244.9K)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED
Shares3,832 from 3,884
Change-52 (-1%)
Value$1.7M (-$106.8K)
Filed 2026-10-30
Value Partners Investments Inc.
INCREASED
Shares3,830 from 3,576
Change+254 (+7%)
Value$1.8M (+$46.2K)
Filed 2026-10-19
Brady Martz Wealth Solutions, LLC
INCREASED
Shares3,798 from 2,355
Change+1,443 (+61%)
Value$1.7M (+$607.9K)
Filed 2026-11-05
Capital Wealth Alliance, LLC
INCREASED
Shares3,726 from 523
Change+3,203 (+612%)
Value$1.7M (+$1.4M)
Filed 2026-10-20
United Bank
NEW
Shares3,725
Change+3,725
Value$1.7M
Filed 2026-11-06
Foster Victor Wealth Advisors, LLC
INCREASED
Shares3,725 from 3,606
Change+119 (+3%)
Value$1.6M (+$49.0K)
Filed 2026-10-21
Evanson Financial, LLC
DECREASED
Shares3,718 from 3,739
Change-21 (-1%)
Value$1.7M (-$89.6K)
Filed 2026-10-23
Delta Financial Advisors LLC
INCREASED
Shares3,715 from 3,338
Change+377 (+11%)
Value$1.7M (+$100.6K)
Filed 2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,710 from 4,005
Change-295 (-7%)
Value$1.7M (-$220.2K)
Filed 2026-11-05
Latitude Advisors, LLC
DECREASED
Shares3,702 from 3,714
Change-12 (0%)
Value$1.7M (-$85.0K)
Filed 2026-10-27
Byrne Asset Management LLC
INCREASED
Shares3,675 from 3,579
Change+96 (+3%)
Value$1.7M (-$21.7K)
Filed 2026-10-06
Bernardo Wealth Planning LLC
INCREASED
Shares3,674 from 1,837
Change+1,837 (+100%)
Value$1.7M (+$798.7K)
Filed 2026-10-23
Burney Co/
NEW
Shares3,667
Change+3,667
Value$1.7M
Filed 2026-10-15
Inscription Capital, LLC
DECREASED
Shares3,659 from 5,083
Change-1,424 (-28%)
Value$1.7M (-$758.3K)
Filed 2026-11-02
Pictet Bank & Trust Ltd
DECREASED
Shares3,655 from 3,928
Change-273 (-7%)
Value$1.7M (-$208.5K)
Filed 2026-10-21
Vertrix Wealth Management, LLC
DECREASED
Shares3,643 from 3,645
Change-2 (0%)
Value$1.7M (-$78.7K)
Filed 2026-10-13
MFA Wealth Services
DECREASED
Shares3,624 from 3,702
Change-78 (-2%)
Value$1.7M (-$115.0K)
Filed 2026-10-14
Monte Financial Group, LLC
INCREASED
Shares3,606 from 3,598
Change+8 (+0%)
Value$1.6M (+$190.5K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares3,602 from 3,685
Change-83 (-2%)
Value$1.6M (-$91.4K)
Filed 2026-10-26
Balefire, LLC
INCREASED
Shares3,591 from 3,312
Change+279 (+8%)
Value$1.6M (+$56.5K)
Filed 2026-10-09
First Nebraska Trust Co
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$1.6M (-$76.6K)
Filed 2026-10-30
Investment Research Partners LLC
DECREASED
Shares3,575 from 3,646
Change-71 (-2%)
Value$1.6M (-$110.3K)
Filed 2026-10-19
Channel Wealth LLC
INCREASED
Shares3,544 from 3,517
Change+27 (+1%)
Value$1.6M (-$62.9K)
Filed 2026-11-06
Providence First Trust Co
DECREASED
Shares3,526 from 3,671
Change-145 (-4%)
Value$1.6M (-$144.6K)
Filed 2026-11-02
Essex Bank
INCREASED
Shares3,523 from 3,367
Change+156 (+5%)
Value$1.6M (-$822)
Filed 2026-10-16
1900 Wealth Management LLC
INCREASED
Shares3,517 from 3,229
Change+288 (+9%)
Value$1.6M (+$62.3K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares3,514 from 3,552
Change-38 (-1%)
Value$1.6M (-$93.2K)
Filed 2026-11-02
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares3,508 from 3,508
Change0 (0%)
Value$1.6M (-$75.0K)
Filed 2026-11-02
Ejmk Ventures LLC
INCREASED
Shares3,506 from 3,422
Change+84 (+2%)
Value$1.6M (-$34.4K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares3,498 from 3,400
Change+98 (+3%)
Value$1.6M (-$27.6K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
INCREASED
Shares3,482 from 3,236
Change+246 (+8%)
Value$1.6M (+$43.1K)
Filed 2026-11-06
Commonwealth Financial Services, LLC
INCREASED
Shares3,477 from 3,051
Change+426 (+14%)
Value$1.6M (+$129.2K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares3,459 from 3,436
Change+23 (+1%)
Value$1.6M (-$62.9K)
Filed 2026-10-08
Tamar Securities, LLC
INCREASED
Shares3,453 from 2,580
Change+873 (+34%)
Value$1.6M (+$343.2K)
Filed 2026-11-03
Klingman & Associates, LLC
INCREASED
Shares3,450 from 3,302
Change+148 (+4%)
Value$1.6M (-$3.1K)
Filed 2026-10-20
Peoples Bank
INCREASED
Shares3,441 from 3,429
Change+12 (+0%)
Value$1.6M (-$67.8K)
Filed 2026-10-09
Marathon Mission, Inc.
INCREASED
Shares3,431 from 3,335
Change+96 (+3%)
Value$1.6M (-$27.5K)
Filed 2026-10-01
Bison Wealth, LLC
DECREASED
Shares3,428 from 3,441
Change-13 (0%)
Value$1.5M (-$31.6K)
Filed 2026-10-13
Hoey Investments, Inc
INCREASED
Shares3,427 from 3,077
Change+350 (+11%)
Value$1.6M (+$93.9K)
Filed 2026-10-29
Prosperitas Financial LLC
INCREASED
Shares3,424 from 3,172
Change+252 (+8%)
Value$1.6M (+$47.3K)
Filed 2026-10-28
Tableaux LLC
DECREASED
Shares3,410 from 3,474
Change-64 (-2%)
Value$1.6M (-$103.4K)
Filed 2026-10-23
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares3,407 from 3,407
Change0 (0%)
Value$1.6M (-$72.8K)
Filed 2026-10-16
Hara Capital LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$1.6M (-$72.2K)
Filed 2026-10-30
Summa Corp.
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$1.6M (-$72.7K)
Filed 2026-10-30
Investment House LLC
INCREASED
Shares3,391 from 2,861
Change+530 (+19%)
Value$1.5M (+$180.6K)
Filed 2026-10-21
Client 1ST Advisory Group, LLC
INCREASED
Shares3,389 from 3,366
Change+23 (+1%)
Value$1.5M (-$61.5K)
Filed 2026-10-19
West Paces Advisors Inc.
INCREASED
Shares3,385 from 2,750
Change+635 (+23%)
Value$1.5M (+$230.9K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares3,375 from 2,951
Change+424 (+14%)
Value$1.4M (+$126.6K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
DECREASED
Shares3,362 from 3,366
Change-4 (0%)
Value$1.5M (-$73.8K)
Filed 2026-11-02
Goldstein Advisors, LLC
INCREASED
Shares3,361 from 3,346
Change+15 (+0%)
Value$1.5M (-$64.7K)
Filed 2026-10-15
BKM Wealth Management, LLC
DECREASED
Shares3,332 from 3,468
Change-136 (-4%)
Value$1.5M (-$136.2K)
Filed 2026-10-22
Richard C. Young & Co., Ltd.
INCREASED
Shares3,320 from 3,288
Change+32 (+1%)
Value$1.5M (-$55.4K)
Filed 2026-11-04
Cache Advisors, LLC
NEW
Shares3,318
Change+3,318
Value$1.5M
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,315 from 3,087
Change+228 (+7%)
Value$1.5M (+$38.0K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares3,312 from 3,231
Change+81 (+3%)
Value$1.5M (-$31.8K)
Filed 2026-10-14
1834 Investment Advisors Co
DECREASED
Shares3,300 from 3,584
Change-284 (-8%)
Value$1.5M (-$206.2K)
Filed 2026-10-16
Toth Financial Advisory Corp
INCREASED
Shares3,282 from 3,214
Change+68 (+2%)
Value$1.5M (-$37.7K)
Filed 2026-10-08
Orser Capital Management, LLC
INCREASED
Shares3,280 from 3,143
Change+137 (+4%)
Value$1.5M (-$4.7K)
Filed 2026-10-13
Brown Shipley& Co Ltd
DECREASED
Shares3,276 from 3,683
Change-407 (-11%)
Value$1.5M (-$264.4K)
Filed 2026-10-09
Perryman Financial Advisory Inc
INCREASED
Shares3,275 from 3,054
Change+221 (+7%)
Value$1.5M (+$35.5K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
INCREASED
Shares3,272 from 3,250
Change+22 (+1%)
Value$1.5M (-$58.8K)
Filed 2026-10-20
Curbstone Financial Management Corp
DECREASED
Shares3,248 from 4,036
Change-788 (-20%)
Value$1.5M (-$445.8K)
Filed 2026-10-21
First Pacific Financial
DECREASED
Shares3,240 from 3,276
Change-36 (-1%)
Value$1.5M (-$86.5K)
Filed 2026-10-14
William John Sempolinski
DECREASED
Shares3,235 from 3,360
Change-125 (-4%)
Value$1.5M (-$128.9K)
Filed 2026-10-20
Mengis Capital Management, Inc.
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$1.5M (-$69.0K)
Filed 2026-10-13
Investment Partners, Ltd.
INCREASED
Shares3,221 from 3,044
Change+177 (+6%)
Value$1.5M (+$15.5K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
INCREASED
Shares3,220 from 2,521
Change+699 (+28%)
Value$1.5M (+$293.3K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares3,220 from 2,587
Change+633 (+24%)
Value$1.5M (+$233.5K)
Filed 2026-10-20
Genus Capital Management Inc.
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$1.5M (-$68.7K)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED
Shares3,213 from 3,363
Change-150 (-4%)
Value$1.5M (-$140.2K)
Filed 2026-10-19
Accredited Investors Inc.
INCREASED
Shares3,204 from 3,137
Change+67 (+2%)
Value$1.5M (-$36.5K)
Filed 2026-11-03
Root Financial Partners, LLC
INCREASED
Shares3,198 from 2,611
Change+587 (+22%)
Value$1.5M (+$212.0K)
Filed 2026-10-21
Argentarii, LLC
INCREASED
Shares3,175 from 3,164
Change+11 (+0%)
Value$1.4M (+$113.0K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares3,172 from 2,524
Change+648 (+26%)
Value$1.4M (+$241.6K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED
Shares3,155 from 3,277
Change-122 (-4%)
Value$1.4M (-$125.7K)
Filed 2026-10-16
LVZ, Inc.
INCREASED
Shares3,151 from 2,956
Change+195 (+7%)
Value$1.4M (+$25.8K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
DECREASED
Shares3,144 from 3,209
Change-65 (-2%)
Value$1.4M (-$98.2K)
Filed 2026-10-16
Sheets Smith Wealth Management
UNCHANGED
Shares3,144 from 3,144
Change0 (0%)
Value$1.4M (-$67.2K)
Filed 2026-10-16
TBH Global Asset Management, LLC
DECREASED
Shares3,139 from 3,167
Change-28 (-1%)
Value$1.4M (-$80.5K)
Filed 2026-11-03
Wiregrass Investment Management LLC
DECREASED
Shares3,126 from 3,651
Change-525 (-14%)
Value$1.4M (-$317.5K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares3,122 from 2,993
Change+129 (+4%)
Value$1.4M (-$5.4K)
Filed 2026-10-29
Richard P Slaughter Associates Inc
INCREASED
Shares3,113 from 3,107
Change+6 (+0%)
Value$1.4M (-$63.7K)
Filed 2026-10-13
McHugh Group, LLC
UNCHANGED
Shares3,108 from 3,108
Change0 (0%)
Value$1.4M (-$66.4K)
Filed 2026-10-19
Grove Bank & Trust
INCREASED
Shares3,099 from 2,945
Change+154 (+5%)
Value$1.4M (+$7.3K)
Filed 2026-10-08
Intesa Sanpaolo Wealth Management
DECREASED
Shares3,092 from 3,119
Change-27 (-1%)
Value$1.4M (-$79.0K)
Filed 2026-10-28
Bill Few Associates, Inc.
DECREASED
Shares3,090 from 3,144
Change-54 (-2%)
Value$1.4M (-$92.1K)
Filed 2026-10-09
Matisse Capital
DECREASED
Shares3,083 from 3,635
Change-552 (-15%)
Value$1.4M (-$329.5K)
Filed 2026-10-29
Schuylkill Financial LLC
DECREASED
Shares3,070 from 3,556
Change-486 (-14%)
Value$1.4M (-$297.8K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares3,058 from 2,910
Change+148 (+5%)
Value$1.4M (+$95.5K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,050 from 2,966
Change+84 (+3%)
Value$1.4M (-$25.1K)
Filed 2026-10-13
BXM Wealth LLC
UNCHANGED
Shares3,048 from 3,048
Change0 (0%)
Value$1.4M (-$65.2K)
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares3,045 from 2,973
Change+72 (+2%)
Value$1.4M (-$30.9K)
Filed 2026-10-13
Avalon Capital Management
DECREASED
Shares3,038 from 3,580
Change-542 (-15%)
Value$1.4M (-$323.8K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares3,037 from 10,230
Change-7,193 (-70%)
Value$1.4M (-$3.5M)
Filed 2026-10-14
Lee Financial Co
INCREASED
Shares3,035 from 3,024
Change+11 (+0%)
Value$1.4M (-$59.6K)
Filed 2026-10-16
Uniting Wealth Partners, LLC
INCREASED
Shares3,025 from 2,908
Change+117 (+4%)
Value$1.4M (-$8.1K)
Filed 2026-11-06
Euro Pacific Asset Management, LLC
INCREASED
Shares3,023 from 2,873
Change+150 (+5%)
Value$1.4M (+$1.4M)
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares3,003 from 2,471
Change+532 (+22%)
Value$1.4M (+$189.9K)
Filed 2026-11-03
Hoge Financial Services, LLC
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$1.4M (-$63.5K)
Filed 2026-11-05
Burford Brothers, Inc.
DECREASED
Shares2,955 from 2,986
Change-31 (-1%)
Value$1.3M (-$78.0K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
DECREASED
Shares2,954 from 3,030
Change-76 (-3%)
Value$1.3M (-$99.4K)
Filed 2026-11-02
WJ Wealth Management, LLC
INCREASED
Shares2,953 from 2,815
Change+138 (+5%)
Value$1.3M (+$2.8K)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
DECREASED
Shares2,931 from 3,673
Change-742 (-20%)
Value$1.3M (-$417.1K)
Filed 2026-10-09
Gateway Investment Advisers LLC
DECREASED
Shares2,930 from 3,097
Change-167 (-5%)
Value$1.3M (-$142.3K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$1.3M (-$62.6K)
Filed 2026-10-16
SmartHarvest Portfolios, LLC
DECREASED
Shares2,924 from 3,120
Change-196 (-6%)
Value$1.3M (-$155.9K)
Filed 2026-10-26
HWG Holdings LP
DECREASED
Shares2,923 from 3,088
Change-165 (-5%)
Value$1.3M (-$141.3K)
Filed 2026-10-08
Pines Wealth Management, LLC
DECREASED
Shares2,913 from 3,103
Change-190 (-6%)
Value$1.3M (-$153.0K)
Filed 2026-10-21
Western Pacific Wealth Management, LP
DECREASED
Shares2,910 from 2,962
Change-52 (-2%)
Value$1.3M (-$87.0K)
Filed 2026-10-16
Piar LLC
INCREASED
Shares2,900 from 2,500
Change+400 (+16%)
Value$1.3M (+$129.0K)
Filed 2026-10-21
Jmac Enterprises LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$1.3M (-$62.0K)
Filed 2026-10-30
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares2,889 from 2,932
Change-43 (-1%)
Value$1.3M (-$82.2K)
Filed 2026-10-22
R Squared Ltd
DECREASED
Shares2,885 from 5,197
Change-2,312 (-44%)
Value$1.3M (-$1.2M)
Filed 2026-11-06
Independence Wealth Advisors, LLC
DECREASED
Shares2,884 from 3,464
Change-580 (-17%)
Value$1.3M (-$338.7K)
Filed 2026-10-29
Plan Group Financial, LLC
DECREASED
Shares2,883 from 3,221
Change-338 (-10%)
Value$1.2M (-$312.7K)
Filed 2026-10-22
River Street Advisors LLC
INCREASED
Shares2,872 from 532
Change+2,340 (+440%)
Value$1.3M (+$1.1M)
Filed 2026-10-22
Virtue Capital Management, LLC
DECREASED
Shares2,866 from 4,150
Change-1,284 (-31%)
Value$1.3M (-$674.5K)
Filed 2026-10-29
Ameliora Wealth Management Ltd.
INCREASED
Shares2,862 from 1,975
Change+887 (+45%)
Value$1.3M (+$362.4K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
DECREASED
Shares2,862 from 3,704
Change-842 (-23%)
Value$1.3M (-$471.5K)
Filed 2026-10-13
Patten Group, Inc.
INCREASED
Shares2,859 from 2,043
Change+816 (+40%)
Value$1.3M (+$328.6K)
Filed 2026-10-26
Piedmont Capital Management, LLC
DECREASED
Shares2,838 from 2,977
Change-139 (-5%)
Value$1.3M (-$127.1K)
Filed 2026-10-21
SLT Holdings LLC
INCREASED
Shares2,834 from 2,684
Change+150 (+6%)
Value$1.3M (+$11.0K)
Filed 2026-10-15
BayBridge Capital Group, LLC
DECREASED
Shares2,833 from 3,484
Change-651 (-19%)
Value$1.3M (-$371.3K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares2,829 from 2,840
Change-11 (0%)
Value$1.3M (-$65.7K)
Filed 2026-10-21
WPG Advisers, LLC
DECREASED
Shares2,828 from 2,887
Change-59 (-2%)
Value$1.3M (-$88.6K)
Filed 2026-10-27
Navigation Group, LLC
DECREASED
Shares2,824 from 3,097
Change-273 (-9%)
Value$1.3M (-$191.0K)
Filed 2026-10-28
Impact Investors, Inc
DECREASED
Shares2,815 from 4,987
Change-2,172 (-44%)
Value$1.3M (-$1.1M)
Filed 2026-11-02
Ariadne Wealth Management, LP
DECREASED
Shares2,813 from 3,011
Change-198 (-7%)
Value$1.3M (-$154.7K)
Filed 2026-11-06
Lodestar Private Asset Management LLC
DECREASED
Shares2,813 from 2,906
Change-93 (-3%)
Value$1.3M (-$104.6K)
Filed 2026-10-26
Baron Wealth Management LLC
INCREASED
Shares2,802 from 2,727
Change+75 (+3%)
Value$1.3M (-$24.1K)
Filed 2026-10-27
Veritas Asset Management LLP
DECREASED
Shares2,799 from 3,823
Change-1,024 (-27%)
Value$1.3M (-$548.9K)
Filed 2026-11-05
Old Port Advisors
INCREASED
Shares2,793 from 2,683
Change+110 (+4%)
Value$1.3M (-$7.2K)
Filed 2026-10-23
Bluedoor Private Wealth, LLC
INCREASED
Shares2,792 from 2,661
Change+131 (+5%)
Value$1.3M (+$2.9K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
NEW
Shares2,786
Change+2,786
Value$1.3K
Filed 2026-10-22
Confluence Wealth Services, Inc.
DECREASED
Shares2,786 from 5,246
Change-2,460 (-47%)
Value$1.3M (-$1.2M)
Filed 2026-11-05
Advisory Solutions Group, LLC
NEW
Shares2,780
Change+2,780
Value$1.3M
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,778 from 2,368
Change+410 (+17%)
Value$1.3M (+$136.4K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares2,772 from 2,743
Change+29 (+1%)
Value$1.3M (-$45.4K)
Filed 2026-10-14
Willner & Heller, LLC
INCREASED
Shares2,766 from 2,373
Change+393 (+17%)
Value$1.3M (+$128.6K)
Filed 2026-10-28
Financial Partners Group, Inc
DECREASED
Shares2,766 from 2,804
Change-38 (-1%)
Value$1.3M (-$77.0K)
Filed 2026-10-19
Birch Hill Investment Advisors LLC
INCREASED
Shares2,757 from 2,669
Change+88 (+3%)
Value$1.3M (-$16.9K)
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$1.3M (-$58.8K)
Filed 2026-10-15
Plan A Wealth LLC
INCREASED
Shares2,735 from 2,711
Change+24 (+1%)
Value$1.2M (-$47.0K)
Filed 2026-10-08
Courier Capital LLC
INCREASED
Shares2,727 from 2,707
Change+20 (+1%)
Value$1.2M (-$48.8K)
Filed 2026-10-19
Money Concepts Capital Corp
INCREASED
Shares2,725 from 2,564
Change+161 (+6%)
Value$1.2M (+$18.7K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
INCREASED
Shares2,721 from 2,606
Change+115 (+4%)
Value$1.2M (-$3.3K)
Filed 2026-10-21
Manuka Financial, LLC
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$1.2M (-$58.0K)
Filed 2026-10-16
Integrity Investment Advisors, LLC
DECREASED
Shares2,704 from 2,705
Change-1 (0%)
Value$1.2M (-$58.2K)
Filed 2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED
Shares2,695 from 1,936
Change+759 (+39%)
Value$1.2M (+$304.9K)
Filed 2026-10-20
Lionsbridge Wealth Management LLC
DECREASED
Shares2,681 from 2,975
Change-294 (-10%)
Value$1.2M (-$197.7K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
INCREASED
Shares2,674 from 2,574
Change+100 (+4%)
Value$1.2M (-$9.4K)
Filed 2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED
Shares2,651 from 2,592
Change+59 (+2%)
Value$1.2M (-$28.4K)
Filed 2026-10-09
Willow Creek Capital Management, Inc.
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-16
Wespac Advisors, LLC
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$1.2M (-$56.5K)
Filed 2026-10-26
Kestra Investment Management, LLC
INCREASED
Shares2,643 from 1,924
Change+719 (+37%)
Value$1.2M (+$286.5K)
Filed 2026-11-04
Rose Capital Advisors LLC
NEW
Shares2,633
Change+2,633
Value$1.2M
Filed 2026-11-04
Stableford Capital II LLC
INCREASED
Shares2,627 from 2,568
Change+59 (+2%)
Value$1.2M (-$28.0K)
Filed 2026-10-09
Prairie Advisory, LLC
INCREASED
Shares2,624 from 1,445
Change+1,179 (+82%)
Value$1.2M (+$506.6K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares2,622 from 2,494
Change+128 (+5%)
Value$1.2M (+$5.1K)
Filed 2026-11-03
Abel Hall, LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$1.2M (-$55.8K)
Filed 2026-10-19
Titleist Asset Management, LLC
DECREASED
Shares2,607 from 2,932
Change-325 (-11%)
Value$1.2M (-$209.2K)
Filed 2026-10-08
Vilga Financial Planning LLC
DECREASED
Shares2,600 from 2,621
Change-21 (-1%)
Value$1.2M (-$65.6K)
Filed 2026-10-09
Intrua Financial, LLC
DECREASED
Shares2,591 from 2,600
Change-9 (0%)
Value$1.2M (-$59.3K)
Filed 2026-10-28
Auxano Advisors, LLC
DECREASED
Shares2,581 from 2,873
Change-292 (-10%)
Value$1.2M (-$194.6K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares2,577 from 3,256
Change-679 (-21%)
Value$1.2M (-$379.4K)
Filed 2026-10-27
Legacy Financial Strategies, LLC
INCREASED
Shares2,569 from 2,568
Change+1 (+0%)
Value$1.2M (-$54.4K)
Filed 2026-10-15
Carson Advisory Inc.
DECREASED
Shares2,558 from 2,573
Change-15 (-1%)
Value$1.2M (-$61.9K)
Filed 2026-11-06
Tactive Advisors, LLC
DECREASED
Shares2,552 from 3,706
Change-1,154 (-31%)
Value$1.2M (-$605.7K)
Filed 2026-10-08
BankPlus Wealth Management LLC
DECREASED
Shares2,549 from 2,613
Change-64 (-2%)
Value$1.2M (-$84.9K)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares2,539 from 2,714
Change-175 (-6%)
Value$1.2M (-$137.9K)
Filed 2026-10-26
Aviance Capital Partners, LLC
INCREASED
Shares2,535 from 2,417
Change+118 (+5%)
Value$1.2M (+$2.2K)
Filed 2026-10-29
Goelzer Investment Management, Inc.
DECREASED
Shares2,529 from 2,567
Change-38 (-1%)
Value$1.2M (-$72.2K)
Filed 2026-10-16
Fiduciary Family Office, LLC
INCREASED
Shares2,524 from 1,094
Change+1,430 (+131%)
Value$1.2M (+$629.0K)
Filed 2026-11-04
Millennium Capital Advisors, LLC
DECREASED
Shares2,521 from 2,546
Change-25 (-1%)
Value$1.2M (-$65.8K)
Filed 2026-10-16
DMC Group, LLC
INCREASED
Shares2,518 from 2,127
Change+391 (+18%)
Value$1.1M (+$132.9K)
Filed 2026-10-26
Sky Investment Group LLC
INCREASED
Shares2,490 from 2,003
Change+487 (+24%)
Value$1.1M (+$179.3K)
Filed 2026-10-30
Abundance Wealth Counselors
DECREASED
Shares2,486 from 2,498
Change-12 (0%)
Value$1.1M (-$58.9K)
Filed 2026-10-26
Atlas Brown,Inc.
INCREASED
Shares2,484 from 2,445
Change+39 (+2%)
Value$1.1M (-$34.7K)
Filed 2026-10-09
Anchyra Partners LLC
INCREASED
Shares2,483 from 984
Change+1,499 (+152%)
Value$1.1M (+$662.8K)
Filed 2026-10-13
InTrack Investment Management Inc
INCREASED
Shares2,483 from 2,472
Change+11 (+0%)
Value$1.1M (-$47.8K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares2,467 from 2,449
Change+18 (+1%)
Value$1.1M (-$44.2K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares2,459 from 1,456
Change+1,003 (+69%)
Value$1.1M (+$426.4K)
Filed 2026-11-03
Howard Capital Management Group, LLC
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$1.1M (-$52.5K)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,449 from 2,022
Change+427 (+21%)
Value$1.1M (+$152.4K)
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares2,435 from 1,058
Change+1,377 (+130%)
Value$1.1M (+$605.6K)
Filed 2026-10-15
Simon Quick Advisors, LLC
INCREASED
Shares2,432 from 1,117
Change+1,315 (+118%)
Value$1.1M (+$576.0K)
Filed 2026-10-26
Highline Wealth Partners LLC
UNCHANGED
Shares2,427 from 2,427
Change0 (0%)
Value$1.1M (-$51.9K)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares2,425 from 2,084
Change+341 (+16%)
Value$1.1M (+$111.1K)
Filed 2026-10-26
Altar Rock LLC
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$1.1M (-$61.0K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED
Shares2,418 from 2,695
Change-277 (-10%)
Value$1.1M (-$184.1K)
Filed 2026-10-05
Insight Advisors, LLC/ PA
DECREASED
Shares2,402 from 2,430
Change-28 (-1%)
Value$1.1M (-$64.7K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
INCREASED
Shares2,398 from 2,351
Change+47 (+2%)
Value$1.1M (-$28.6K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares2,395
Change+2,395
Value$1.1M
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares2,383 from 2,121
Change+262 (+12%)
Value$1.1M (+$74.2K)
Filed 2026-11-06
KRS Capital Management, LLC
UNCHANGED
Shares2,378 from 2,378
Change0 (0%)
Value$1.1M (-$50.8K)
Filed 2026-10-16
Sierra Ocean, LLC
INCREASED
Shares2,374 from 2,363
Change+11 (+0%)
Value$1.1M (-$45.5K)
Filed 2026-11-03
Lmcg Investments, LLC
DECREASED
Shares2,372 from 2,545
Change-173 (-7%)
Value$1.1M (-$133.3K)
Filed 2026-10-21
Philadelphia Trust Co
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-05
Wagner Wealth Management, LLC
INCREASED
Shares2,362 from 2,360
Change+2 (+0%)
Value$1.1M (-$49.5K)
Filed 2026-10-21
Albion Financial Group
INCREASED
Shares2,361 from 2,026
Change+335 (+17%)
Value$1.1M (+$109.4K)
Filed 2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED
Shares2,359 from 2,317
Change+42 (+2%)
Value$1.1M (-$30.4K)
Filed 2026-10-08
Claro Advisors Inc.
INCREASED
Shares2,353 from 2,127
Change+226 (+11%)
Value$1.1M (+$57.4K)
Filed 2026-11-02
Core Wealth Partners LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$1.1M (-$50.2K)
Filed 2026-11-02
Carl P. Sherr & Co., LLC
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$1.1M (-$49.8K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,339 from 182
Change+2,157 (+1185%)
Value$1.1M (+$979.8K)
Filed 2026-10-16
Shepherd Financial Partners LLC
DECREASED
Shares2,339 from 2,350
Change-11 (0%)
Value$1.1M (-$55.1K)
Filed 2026-11-03
Investment Management Trust, LLC
INCREASED
Shares2,337 from 2,325
Change+12 (+1%)
Value$1.1M (-$44.2K)
Filed 2026-11-05
Dillon & Associates Inc
INCREASED
Shares2,335 from 1,511
Change+824 (+55%)
Value$1.1K (-$720.9K)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$1.1M (-$49.9K)
Filed 2026-11-02
AAF Wealth Management, LLC
DECREASED
Shares2,329 from 2,413
Change-84 (-3%)
Value$1.1M (-$89.9K)
Filed 2026-10-28
Keystone Wealth Services, LLC
INCREASED
Shares2,312 from 2,233
Change+79 (+4%)
Value$1.1M (-$10.0K)
Filed 2026-11-03
Redwood Financial Network Corp
DECREASED
Shares2,308 from 2,392
Change-84 (-4%)
Value$1.1M (-$89.3K)
Filed 2026-11-03
Orca Investment Management, LLC
DECREASED
Shares2,301 from 2,324
Change-23 (-1%)
Value$1.0M (-$60.2K)
Filed 2026-10-29
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,298 from 2,399
Change-101 (-4%)
Value$1.0M (-$97.4K)
Filed 2026-10-29
Mirador Capital Partners LP
INCREASED
Shares2,296 from 2,276
Change+20 (+1%)
Value$1.0M (-$39.5K)
Filed 2026-10-09
Banque de Luxembourg S.A.
INCREASED
Shares2,289 from 2,275
Change+14 (+1%)
Value$1.0M (-$42.3K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares2,287
Change+2,287
Value$1.0M
Filed 2026-11-04
Sageworth Trust Co of South Dakota
UNCHANGED
Shares2,284 from 2,284
Change0 (0%)
Value$1.0M (-$48.8K)
Filed 2026-10-30
Climber Capital SA
NEW
Shares2,269
Change+2,269
Value$981.4K
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares2,265 from 2,243
Change+22 (+1%)
Value$1.0M (-$37.6K)
Filed 2026-11-04
Bestgate Wealth Advisors, LLC
INCREASED
Shares2,253 from 2,002
Change+251 (+13%)
Value$1.0M (+$71.7K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
DECREASED
Shares2,227 from 2,945
Change-718 (-24%)
Value$1.0M (-$390.5K)
Filed 2026-10-09
Aletheian Wealth Advisors LLC
INCREASED
Shares2,225 from 1,903
Change+322 (+17%)
Value$1.0M (+$106.2K)
Filed 2026-10-08
Schulz Wealth, Ltd.
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$1.0M (-$47.4K)
Filed 2026-11-03
Brooklyn FI, LLC
NEW
Shares2,222
Change+2,222
Value$879.4K
Filed 2026-11-05
CenterStar Asset Management, LLC
DECREASED
Shares2,218 from 5,563
Change-3,345 (-60%)
Value$1.0M (-$1.6M)
Filed 2026-10-09
Winch Advisory Services, LLC
INCREASED
Shares2,217 from 2,214
Change+3 (+0%)
Value$1.0M (-$45.9K)
Filed 2026-11-06
Financial Security Advisor, Inc.
DECREASED
Shares2,214 from 2,413
Change-199 (-8%)
Value$1.0M (-$141.9K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,212 from 2,212
Change0 (0%)
Value$1.0M (-$47.3K)
Filed 2026-11-02
HCR Wealth Advisors
INCREASED
Shares2,197 from 2,129
Change+68 (+3%)
Value$1.0M (-$14.5K)
Filed 2026-10-15
Capital Advantage, Inc.
DECREASED
Shares2,196 from 2,200
Change-4 (0%)
Value$1.0M (-$48.9K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
UNCHANGED
Shares2,187 from 2,187
Change0 (0%)
Value$997.7K (-$46.8K)
Filed 2026-10-29
Bedel Financial Consulting, Inc.
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$996.9K (-$46.6K)
Filed 2026-11-06
GFS Advisors, LLC
DECREASED
Shares2,184 from 2,260
Change-76 (-3%)
Value$996.0K (-$83.3K)
Filed 2026-11-03
Global Trust Asset Management, LLC
INCREASED
Shares2,182 from 2,129
Change+53 (+2%)
Value$995.2K (-$21.3K)
Filed 2026-10-19
Elmwood Wealth Management, Inc.
INCREASED
Shares2,171 from 2,136
Change+35 (+2%)
Value$990.4K (-$29.7K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,165 from 1,984
Change+181 (+9%)
Value$987.7K (+$40.2K)
Filed 2026-10-14
Founders Capital Management, LLC
UNCHANGED
Shares2,157 from 2,157
Change0 (0%)
Value$984.0K (-$46.1K)
Filed 2026-10-23
Castleview Partners, LLC
DECREASED
Shares2,154 from 2,538
Change-384 (-15%)
Value$982.8K (-$229.4K)
Filed 2026-10-09
Granite Group Advisors, LLC
DECREASED
Shares2,154 from 2,528
Change-374 (-15%)
Value$982.6K (-$224.7K)
Filed 2026-10-14
Parkway Wealth Management Group, LLC
DECREASED
Shares2,152 from 2,405
Change-253 (-11%)
Value$981.7K (-$166.8K)
Filed 2026-10-20
LCM Capital Management Inc
UNCHANGED
Shares2,149 from 2,149
Change0 (0%)
Value$980.4K (-$45.9K)
Filed 2026-10-20
Breakwater Capital Group
INCREASED
Shares2,145 from 2,120
Change+25 (+1%)
Value$978.5K (-$33.9K)
Filed 2026-10-09
Hardworking Capital Advisors, LLC
NEW
Shares2,143
Change+2,143
Value$977.6K
Filed 2026-10-20
Lountzis Asset Management, LLC
INCREASED
Shares2,143 from 496
Change+1,647 (+332%)
Value$980.0K (+$742.7K)
Filed 2026-10-30
Cherrydale Wealth Management, LLC
INCREASED
Shares2,141 from 2,131
Change+10 (+0%)
Value$976.7K (-$40.8K)
Filed 2026-10-20
Riverbend Wealth Management, LLC
INCREASED
Shares2,133 from 1,666
Change+467 (+28%)
Value$973.1K (+$177.5K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
INCREASED
Shares2,132 from 2,094
Change+38 (+2%)
Value$972.7K (-$27.4K)
Filed 2026-10-23
Opal Wealth Advisors, LLC
DECREASED
Shares2,126 from 2,571
Change-445 (-17%)
Value$969.9K (-$258.0K)
Filed 2026-10-16
Haven Private, LLC
INCREASED
Shares2,125 from 1,839
Change+286 (+16%)
Value$969.4K (+$91.2K)
Filed 2026-10-27
Genesis Private Wealth, LLC
DECREASED
Shares2,103 from 2,479
Change-376 (-15%)
Value$959.5K (-$224.5K)
Filed 2026-11-02
Global Assets Advisory, LLC
INCREASED
Shares2,102 from 2,038
Change+64 (+3%)
Value$1.0M (+$114.0K)
Filed 2026-10-28
Freemont Capital Pte Ltd
NEW
Shares2,100
Change+2,100
Value$958.0K
Filed 2026-11-04
Pacific Excel Wealth Advisors, Inc.
NEW
Shares2,099
Change+2,099
Value$953.4K
Filed 2026-10-27
True North Advisors, LLC
INCREASED
Shares2,098 from 1,858
Change+240 (+13%)
Value$958.9K (+$71.5K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
DECREASED
Shares2,097 from 2,227
Change-130 (-6%)
Value$956.6K (-$106.8K)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
DECREASED
Shares2,092 from 2,450
Change-358 (-15%)
Value$954.5K (-$215.7K)
Filed 2026-10-19
Lotus Asset Management LLC
INCREASED
Shares2,092 from 2,074
Change+18 (+1%)
Value$954.7K (-$35.7K)
Filed 2026-10-14
Centurion Wealth Management LLC
INCREASED
Shares2,081 from 2,040
Change+41 (+2%)
Value$949.2K (-$25.0K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,073 from 1,991
Change+82 (+4%)
Value$945.9K (-$5.1K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED
Shares2,071 from 2,072
Change-1 (0%)
Value$944.8K (-$44.8K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares2,070 from 2,102
Change-32 (-2%)
Value$944.5K (-$59.5K)
Filed 2026-10-13
Rare Wolf Capital LLC
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$940.7K (-$44.1K)
Filed 2026-10-20
Synergy Asset Management, LLC
DECREASED
Shares2,059 from 4,810
Change-2,751 (-57%)
Value$939.3K (-$1.4M)
Filed 2026-11-05
Marest Capital, LLC
DECREASED
Shares2,058 from 2,061
Change-3 (0%)
Value$942.1K (-$42.5K)
Filed 2026-10-23
Atwater Malick LLC
DECREASED
Shares2,047 from 2,059
Change-12 (-1%)
Value$933.8K (-$49.5K)
Filed 2026-10-15
CrossGen Wealth, LLC
INCREASED
Shares2,042 from 2,034
Change+8 (+0%)
Value$931.7K (-$39.8K)
Filed 2026-10-30
Intergy Private Wealth, LLC
DECREASED
Shares2,035 from 2,155
Change-120 (-6%)
Value$928.3K (-$100.8K)
Filed 2026-10-16
Affinity Capital Advisors, LLC
INCREASED
Shares2,028 from 1,231
Change+797 (+65%)
Value$919.3K (+$363.2K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares2,026 from 2,087
Change-61 (-3%)
Value$924.3K (-$72.2K)
Filed 2026-10-26
Monarch Capital Management Inc
INCREASED
Shares2,026 from 1,976
Change+50 (+3%)
Value$926.5K (-$19.1K)
Filed 2026-10-19
Western Financial Corp
INCREASED
Shares2,020 from 2,018
Change+2 (+0%)
Value$921.3K (-$42.4K)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
DECREASED
Shares2,015 from 2,090
Change-75 (-4%)
Value$971.6K (+$43.4K)
Filed 2026-10-09
Elevate Capital Advisors, LLC
DECREASED
Shares2,008 from 2,279
Change-271 (-12%)
Value$915.9K (-$172.5K)
Filed 2026-11-02
Chemistry Wealth Management LLC
INCREASED
Shares2,000 from 1,920
Change+80 (+4%)
Value$912.4K (-$4.6K)
Filed 2026-10-16
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$912.4K (-$42.8K)
Filed 2026-11-06
Bensler, LLC
INCREASED
Shares1,995 from 1,780
Change+215 (+12%)
Value$910.2K (+$60.0K)
Filed 2026-11-05
Center For Asset Management LLC
DECREASED
Shares1,992 from 2,903
Change-911 (-31%)
Value$908.6K (-$477.6K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares1,990 from 1,988
Change+2 (+0%)
Value$907.9K (-$41.5K)
Filed 2026-10-08
Washington Trust Co
INCREASED
Shares1,990 from 1,988
Change+2 (+0%)
Value$907.8K (-$41.5K)
Filed 2026-10-22
Clark Asset Management, LLC
DECREASED
Shares1,988 from 2,096
Change-108 (-5%)
Value$906.9K (-$94.1K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares1,978 from 1,961
Change+17 (+1%)
Value$902.3K (-$34.2K)
Filed 2026-10-02
Lavelle Capital LP
DECREASED
Shares1,970 from 3,494
Change-1,524 (-44%)
Value$898.7K (-$769.9K)
Filed 2026-11-03
LJI Wealth Management, LLC
INCREASED
Shares1,967 from 1,822
Change+145 (+8%)
Value$897.4K (+$27.4K)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares1,957 from 1,957
Change0 (0%)
Value$892.8K (-$41.8K)
Filed 2026-10-16
SP Asset Management LLC
DECREASED
Shares1,944 from 1,966
Change-22 (-1%)
Value$887.0K (-$51.8K)
Filed 2026-11-05
Apollon Financial, LLC
DECREASED
Shares1,939 from 1,960
Change-21 (-1%)
Value$884.7K (-$51.4K)
Filed 2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED
Shares1,936 from 2,475
Change-539 (-22%)
Value$883.2K (-$298.8K)
Filed 2026-11-05
Wealth Architects, LLC
DECREASED
Shares1,919 from 2,404
Change-485 (-20%)
Value$875.6K (-$272.6K)
Filed 2026-11-03
Legacy Private Trust Co.
DECREASED
Shares1,917 from 1,967
Change-50 (-3%)
Value$874.5K (-$64.9K)
Filed 2026-10-06
Matrix Trust Co
INCREASED
Shares1,915 from 1,797
Change+118 (+7%)
Value$874 (+$16)
Filed 2026-10-07
Forum Financial Management, LP
INCREASED
Shares1,912 from 1,794
Change+118 (+7%)
Value$872.4K (+$15.7K)
Filed 2026-10-16
SVB Wealth LLC
DECREASED
Shares1,907 from 1,994
Change-87 (-4%)
Value$870.1K (-$82.3K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,899 from 1,605
Change+294 (+18%)
Value$863 (-$502.4K)
Filed 2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares1,869 from 1,185
Change+684 (+58%)
Value$852.7K (+$286.6K)
Filed 2026-10-15
Keudell ison Wealth Management
INCREASED
Shares1,854 from 1,749
Change+105 (+6%)
Value$845.8K (+$10.5K)
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares1,851 from 22,898
Change-21,047 (-92%)
Value$844.4K (-$10.1M)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
INCREASED
Shares1,843 from 1,140
Change+703 (+62%)
Value$841.0K (+$296.4K)
Filed 2026-10-20
Tanager Wealth Management LLP
DECREASED
Shares1,842 from 1,914
Change-72 (-4%)
Value$840.6K (-$73.7K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
DECREASED
Shares1,840 from 1,892
Change-52 (-3%)
Value$839.3K (-$64.2K)
Filed 2026-10-30
IFS Advisors, LLC
NEW
Shares1,832
Change+1,832
Value$835.9K
Filed 2026-10-14
Values First Advisors, Inc.
DECREASED
Shares1,831 from 1,868
Change-37 (-2%)
Value$835.4K (-$56.9K)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares1,830 from 1,829
Change+1 (+0%)
Value$838.3K (-$35.0K)
Filed 2026-10-09
ARK & TLK Investments, LLC
UNCHANGED
Shares1,829 from 1,829
Change0 (0%)
Value$834.4K (-$39.1K)
Filed 2026-10-20
Glass Wealth Management Co LLC
NEW
Shares1,828
Change+1,828
Value$833.9K
Filed 2026-10-28
Salvus Wealth Management, LLC
INCREASED
Shares1,828 from 1,242
Change+586 (+47%)
Value$833.9K (+$240.8K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares1,827 from 1,616
Change+211 (+13%)
Value$833.5K (+$61.7K)
Filed 2026-10-20
ProCore Advisors, LLC
INCREASED
Shares1,822 from 1,695
Change+127 (+7%)
Value$831.0K (+$21.5K)
Filed 2026-10-14
Premier Path Wealth Partners, LLC
DECREASED
Shares1,819 from 2,360
Change-541 (-23%)
Value$829.7K (-$297.1K)
Filed 2026-10-16
Regatta Capital Group, LLC
DECREASED
Shares1,815 from 1,976
Change-161 (-8%)
Value$827.9K (-$115.6K)
Filed 2026-10-23
Weaver Consulting Group
INCREASED
Shares1,805 from 1,768
Change+37 (+2%)
Value$823.5K (-$20.9K)
Filed 2026-10-07
Watershed Private Wealth LLC
INCREASED
Shares1,804 from 1,586
Change+218 (+14%)
Value$823.0K (+$65.5K)
Filed 2026-10-30
PFG Private Wealth Management, LLC
DECREASED
Shares1,799 from 1,898
Change-99 (-5%)
Value$820.7K (-$85.7K)
Filed 2026-10-15
Opus Capital Group, LLC
INCREASED
Shares1,796 from 1,255
Change+541 (+43%)
Value$819 (-$598.2K)
Filed 2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares1,793 from 1,826
Change-33 (-2%)
Value$818.1K (-$54.1K)
Filed 2026-10-29
One Way Holdings LLC
INCREASED
Shares1,792 from 1,283
Change+509 (+40%)
Value$817.5K (+$204.8K)
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares1,784 from 1,148
Change+636 (+55%)
Value$814.0K (+$265.6K)
Filed 2026-11-05
Burns Matteson Capital Management, LLC
DECREASED
Shares1,784 from 1,796
Change-12 (-1%)
Value$813.8K (-$43.9K)
Filed 2026-10-16
AGH Wealth Advisors, LLC
DECREASED
Shares1,780 from 1,789
Change-9 (0%)
Value$812.0K (-$42.4K)
Filed 2026-10-26
ZWJ Investment Counsel Inc
INCREASED
Shares1,779 from 1,741
Change+38 (+2%)
Value$811.6K (-$19.9K)
Filed 2026-10-15
Security National Bank
UNCHANGED
Shares1,779 from 1,779
Change0 (0%)
Value$811.6K (-$38.0K)
Filed 2026-10-26
Sageworth Trust Co
DECREASED
Shares1,774 from 5,532
Change-3,758 (-68%)
Value$809.3K (-$1.8M)
Filed 2026-10-30
Bdfs Capital LLC
DECREASED
Shares1,774 from 1,800
Change-26 (-1%)
Value$809.1K (-$50.6K)
Filed 2026-10-14
Lazari Capital Management, Inc.
DECREASED
Shares1,772 from 1,816
Change-44 (-2%)
Value$808.4K (-$58.9K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares1,765 from 1,760
Change+5 (+0%)
Value$851.3K (+$10.7K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares1,742 from 1,608
Change+134 (+8%)
Value$794.5K (+$26.5K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,740 from 1,727
Change+13 (+1%)
Value$793.8K (-$31.0K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares1,732 from 1,367
Change+365 (+27%)
Value$790.1K (+$137.3K)
Filed 2026-10-21
Value Investment Professionals, LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$786.9K (-$36.9K)
Filed 2026-10-13
Capital Management Associates, Inc
DECREASED
Shares1,722 from 1,743
Change-21 (-1%)
Value$785.6K (-$46.8K)
Filed 2026-10-20
Mascagni Wealth Management, Inc.
DECREASED
Shares1,712 from 1,717
Change-5 (0%)
Value$781.0K (-$39.0K)
Filed 2026-10-23
Stevens Capital Partners
INCREASED
Shares1,711 from 1,158
Change+553 (+48%)
Value$780.7K (+$227.6K)
Filed 2026-10-29
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,711 from 1,675
Change+36 (+2%)
Value$780.6K (-$19.3K)
Filed 2026-10-20
Peoples Bank
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$779.6K (-$36.5K)
Filed 2026-10-26
Park Capital Management, LLC / WI
DECREASED
Shares1,704 from 1,850
Change-146 (-8%)
Value$777.3K (-$106.2K)
Filed 2026-10-13
Tilia Fiduciary Partners, Inc.
INCREASED
Shares1,698 from 1,486
Change+212 (+14%)
Value$774.6K (+$64.9K)
Filed 2026-10-09
Investment Management Corp
INCREASED
Shares1,695 from 1,665
Change+30 (+2%)
Value$773.3K (-$21.9K)
Filed 2026-11-03
CRA Financial Services, LLC
INCREASED
Shares1,692 from 1,561
Change+131 (+8%)
Value$771.9K (+$26.4K)
Filed 2026-10-16
Westside Investment Management, Inc.
INCREASED
Shares1,683 from 1,553
Change+130 (+8%)
Value$790.0K (+$48.3K)
Filed 2026-11-02
Atlas Private Wealth Advisors
DECREASED
Shares1,683 from 1,707
Change-24 (-1%)
Value$767.6K (-$47.5K)
Filed 2026-10-23
Almanack Investment Partners, Llc.
DECREASED
Shares1,680 from 1,800
Change-120 (-7%)
Value$766.4K (-$93.2K)
Filed 2026-11-03
Tranquility Partners, LLC
INCREASED
Shares1,680 from 1,632
Change+48 (+3%)
Value$766.5K (-$13.0K)
Filed 2026-10-20
Shum Financial Group, Inc.
INCREASED
Shares1,675 from 1,282
Change+393 (+31%)
Value$764.1K (+$151.9K)
Filed 2026-10-13
Sage Capital Advisors,llc
DECREASED
Shares1,671 from 1,684
Change-13 (-1%)
Value$762.5K (-$41.7K)
Filed 2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED
Shares1,670 from 1,734
Change-64 (-4%)
Value$761.8K (-$66.3K)
Filed 2026-10-29
Paragon Private Wealth Management, LLC
INCREASED
Shares1,660 from 836
Change+824 (+99%)
Value$757.3K (+$358.0K)
Filed 2026-10-20
Cullinan Associates Inc
NEW
Shares1,653
Change+1,653
Value$754.1K
Filed 2026-11-03
CFS Investment Advisory Services, LLC
INCREASED
Shares1,651 from 1,605
Change+46 (+3%)
Value$796.3K (+$99.5K)
Filed 2026-10-19
Capital Square, LLC
INCREASED
Shares1,644 from 1,596
Change+48 (+3%)
Value$750.4K (+$57.2K)
Filed 2026-10-19
NBZ Investment Advisors LLC
DECREASED
Shares1,642 from 1,669
Change-27 (-2%)
Value$749.1K (-$48.0K)
Filed 2026-10-30
Elm3 Financial Group, LLC
DECREASED
Shares1,635 from 1,829
Change-194 (-11%)
Value$745.9K (-$127.6K)
Filed 2026-10-07
Financial Consulate, Inc
INCREASED
Shares1,630 from 1,365
Change+265 (+19%)
Value$743.5K (+$91.7K)
Filed 2026-10-23
Goldenstone Wealth Management LLC
DECREASED
Shares1,624 from 1,634
Change-10 (-1%)
Value$740.9K (-$36.0K)
Filed 2026-11-04
Capital Asset Advisory Services LLC
DECREASED
Shares1,623 from 1,756
Change-133 (-8%)
Value$669.3K (-$169.2K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED
Shares1,621 from 1,662
Change-41 (-2%)
Value$741.3K (-$54.0K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares1,620 from 1,676
Change-56 (-3%)
Value$739.0K (-$61.4K)
Filed 2026-10-21
Greystone Financial Group, LLC
INCREASED
Shares1,616 from 1,615
Change+1 (+0%)
Value$737.2K (-$34.1K)
Filed 2026-10-26
Three Seasons Wealth, LLC
INCREASED
Shares1,613 from 1,253
Change+360 (+29%)
Value$735.8K (+$137.4K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares1,613 from 1,259
Change+354 (+28%)
Value$735.9K (+$205.6K)
Filed 2026-10-29
Independence Bank of Kentucky
DECREASED
Shares1,613 from 1,642
Change-29 (-2%)
Value$735.8K (-$48.3K)
Filed 2026-10-26
Veery Capital, LLC
DECREASED
Shares1,613 from 1,618
Change-5 (0%)
Value$735.8K (-$36.9K)
Filed 2026-10-07
Smith Group Asset Management, LLC
DECREASED
Shares1,610 from 14,070
Change-12,460 (-89%)
Value$734.5K (-$6.0M)
Filed 2026-10-27
Catalyst Private Wealth, LLC
INCREASED
Shares1,609 from 1,573
Change+36 (+2%)
Value$734.1K (-$17.2K)
Filed 2026-10-13
StoneCrest Wealth Management, Inc.
DECREASED
Shares1,602 from 1,812
Change-210 (-12%)
Value$730.8K (-$134.5K)
Filed 2026-11-03
Arlington Financial Advisors, LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$730.4K (-$34.2K)
Filed 2026-10-19
All-Stars Investment Ltd
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$729.9K (-$34.2K)
Filed 2026-11-03
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,597 from 757
Change+840 (+111%)
Value$728.9K (+$367.2K)
Filed 2026-11-02
Miramontes Capital, LLC
INCREASED
Shares1,596 from 1,496
Change+100 (+7%)
Value$728.1K (+$13.6K)
Filed 2026-10-19
Carlson Financial, Inc.
DECREASED
Shares1,596 from 1,631
Change-35 (-2%)
Value$728.0K (-$51.9K)
Filed 2026-11-05
David J Yvars Group
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$728.1K (-$34.1K)
Filed 2026-10-09
D'Orazio & Associates, Inc.
DECREASED
Shares1,594 from 1,798
Change-204 (-11%)
Value$727.2K (-$131.5K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$725.3K (-$34.0K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,587 from 1,084
Change+503 (+46%)
Value$724.0K (+$210.0K)
Filed 2026-10-27
Unify Financial Advisors
DECREASED
Shares1,573 from 1,602
Change-29 (-2%)
Value$717.6K (-$47.5K)
Filed 2026-11-03
Nadler Financial Group, Inc.
DECREASED
Shares1,571 from 1,814
Change-243 (-13%)
Value$716.7K (-$149.6K)
Filed 2026-10-23
Monument Capital Management
INCREASED
Shares1,559 from 1,302
Change+257 (+20%)
Value$711.2K (+$89.4K)
Filed 2026-10-09
Burns J W & Co Inc
INCREASED
Shares1,554 from 1,527
Change+27 (+2%)
Value$708.9K (-$20.3K)
Filed 2026-10-20
JBR Co Financial Management Inc
DECREASED
Shares1,547 from 1,883
Change-336 (-18%)
Value$687.2K (-$212.0K)
Filed 2026-10-13
Financial Management Network Inc
DECREASED
Shares1,546 from 1,731
Change-185 (-11%)
Value$730.9K (+$41.3K)
Filed 2026-10-09
Alhambra Investment Management LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$704.8K (-$33.0K)
Filed 2026-10-15
MRA Advisory Group
NEW
Shares1,544
Change+1,544
Value$704.2K
Filed 2026-10-07
TigerOak Management, L.L.C.
DECREASED
Shares1,543 from 1,881
Change-338 (-18%)
Value$703.9K (-$194.4K)
Filed 2026-10-23
Austin Asset Management Co Inc
INCREASED
Shares1,537 from 1,521
Change+16 (+1%)
Value$701.2K (-$25.2K)
Filed 2026-10-29
Bigelow Investment Advisors, LLC
INCREASED
Shares1,533 from 1,212
Change+321 (+26%)
Value$699.3K (+$120.5K)
Filed 2026-10-13
Earned Wealth Advisors, LLC
INCREASED
Shares1,533 from 1,344
Change+189 (+14%)
Value$699.6K (+$57.8K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares1,531 from 1,479
Change+52 (+4%)
Value$698.5K (-$7.8K)
Filed 2026-10-26
Seed Wealth Management, Inc.
DECREASED
Shares1,527 from 3,312
Change-1,785 (-54%)
Value$696.6K (-$885.1K)
Filed 2026-10-20
Fulcrum Equity Management
DECREASED
Shares1,521 from 1,719
Change-198 (-12%)
Value$693.9K (-$127.1K)
Filed 2026-10-21
Renasant Bank
DECREASED
Shares1,514 from 1,594
Change-80 (-5%)
Value$690.7K (-$70.6K)
Filed 2026-11-05
Integrated Financial Solutions, Inc.
DECREASED
Shares1,513 from 1,613
Change-100 (-6%)
Value$690.2K (-$80.1K)
Filed 2026-10-09
Narus Financial Partners, LLC
INCREASED
Shares1,513 from 1,475
Change+38 (+3%)
Value$690.2K (-$14.2K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares1,506 from 1,527
Change-21 (-1%)
Value$687.0K (-$42.2K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares1,501 from 1,731
Change-230 (-13%)
Value$684.7K (-$141.9K)
Filed 2026-10-22
Approach Retirement Advisors, LLC
DECREASED
Shares1,500 from 1,735
Change-235 (-14%)
Value$684.3K (-$144.3K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
INCREASED
Shares1,500 from 1,488
Change+12 (+1%)
Value$684.2K (-$26.3K)
Filed 2026-10-21
Leslie Global Wealth, LLC
INCREASED
Shares1,498 from 1,478
Change+20 (+1%)
Value$683.4K (-$22.5K)
Filed 2026-10-26
Blvd Private Wealth, LLC
DECREASED
Shares1,496 from 1,528
Change-32 (-2%)
Value$682.4K (-$47.3K)
Filed 2026-10-14
Probity Advisors, Inc.
DECREASED
Shares1,496 from 1,512
Change-16 (-1%)
Value$682.5K (-$39.6K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$682.0K (-$32.0K)
Filed 2026-10-15
Winthrop Advisory Group LLC
DECREASED
Shares1,489 from 1,593
Change-104 (-7%)
Value$680.8K (-$81.5K)
Filed 2026-10-22
Quantum Financial Partners LLC
INCREASED
Shares1,482 from 1,375
Change+107 (+8%)
Value$676.1K (+$19.4K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
INCREASED
Shares1,477 from 721
Change+756 (+105%)
Value$675.5K (+$329.9K)
Filed 2026-10-21
Royal Fund Management, LLC
INCREASED
Shares1,471 from 1,462
Change+9 (+1%)
Value$671.1K (-$27.2K)
Filed 2026-10-22
Mystic Asset Management, Inc.
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$671.1K (-$31.5K)
Filed 2026-10-15
Platform Technology Partners
DECREASED
Shares1,470 from 1,526
Change-56 (-4%)
Value$670.5K (-$58.2K)
Filed 2026-11-02
Certior Financial Group, LLC
INCREASED
Shares1,470 from 1,435
Change+35 (+2%)
Value$670.6K (-$14.7K)
Filed 2026-10-19
Discipline Wealth Solutions, LLC
UNCHANGED
Shares1,464 from 1,464
Change0 (0%)
Value$668.0K (-$31.3K)
Filed 2026-10-14
Proathlete Wealth Management LLC
INCREASED
Shares1,460 from 255
Change+1,205 (+473%)
Value$666.0K (+$544.3K)
Filed 2026-10-15
Independent Wealth Network Inc.
INCREASED
Shares1,459 from 1,433
Change+26 (+2%)
Value$665.6K (-$18.8K)
Filed 2026-10-19
Center for Wealth Management Advisory
INCREASED
Shares1,456 from 1,007
Change+449 (+45%)
Value$664.1K (+$183.2K)
Filed 2026-10-23
Alterna Wealth Management, Inc
INCREASED
Shares1,456 from 1,202
Change+254 (+21%)
Value$664.2K (+$90.2K)
Filed 2026-10-27
Detalus Advisors, LLC
INCREASED
Shares1,452 from 1,437
Change+15 (+1%)
Value$662.3K (-$23.9K)
Filed 2026-10-15
Spirit of America Management Corp
INCREASED
Shares1,450 from 1,350
Change+100 (+7%)
Value$661.5K (+$16.8K)
Filed 2026-10-14
Nikulski Financial, Inc.
DECREASED
Shares1,447 from 1,909
Change-462 (-24%)
Value$660.2K (-$251.9K)
Filed 2026-11-06
Enclave Advisors LLC
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$659.7K (-$30.9K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
INCREASED
Shares1,441 from 1,359
Change+82 (+6%)
Value$658.8K (+$8.9K)
Filed 2026-11-05
Central Bank & Trust Co
INCREASED
Shares1,440 from 1,432
Change+8 (+1%)
Value$656.9K (-$27.0K)
Filed 2026-10-09
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,437 from 1,663
Change-226 (-14%)
Value$655.7K (-$138.4K)
Filed 2026-10-20
WoodTrust Financial Corp
INCREASED
Shares1,436 from 1,286
Change+150 (+12%)
Value$655 (-$613.3K)
Filed 2026-10-09
Northbridge Financial Group, LLC
DECREASED
Shares1,436 from 1,469
Change-33 (-2%)
Value$692.3K (-$9.2K)
Filed 2026-11-05
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,432 from 1,799
Change-367 (-20%)
Value$653.3K (-$205.9K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares1,428 from 1,143
Change+285 (+25%)
Value$653.0K (+$106.1K)
Filed 2026-10-30
Lifestyle Asset Management, Inc.
DECREASED
Shares1,426 from 1,476
Change-50 (-3%)
Value$650.7K (-$54.2K)
Filed 2026-10-20
Defined Wealth Management, LLC
INCREASED
Shares1,422 from 1,403
Change+19 (+1%)
Value$648.7K (-$21.3K)
Filed 2026-10-19
Weatherly Asset Management L. P.
INCREASED
Shares1,418 from 1,328
Change+90 (+7%)
Value$648.2K (+$12.9K)
Filed 2026-10-20
Private Client Services, LLC
DECREASED
Shares1,418 from 1,460
Change-42 (-3%)
Value$646.8K (-$50.5K)
Filed 2026-10-02
Register Financial Advisors LLC
DECREASED
Shares1,415 from 1,426
Change-11 (-1%)
Value$645.6K (-$35.7K)
Filed 2026-10-23
Darden Wealth Group Inc
DECREASED
Shares1,413 from 2,179
Change-766 (-35%)
Value$644.8K (-$396.0K)
Filed 2026-11-06
Chatham Capital Group, Inc.
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$644.6K (-$30.2K)
Filed 2026-10-16
Prospera Capital Management, LLC
DECREASED
Shares1,412 from 1,418
Change-6 (0%)
Value$644.3K (+$3.6K)
Filed 2026-10-19
GSG Advisors LLC
INCREASED
Shares1,408 from 532
Change+876 (+165%)
Value$642.3K (+$388.2K)
Filed 2026-11-03
Nicholas Wealth, Llc.
DECREASED
Shares1,406 from 1,416
Change-10 (-1%)
Value$641.3K (-$34.7K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
INCREASED
Shares1,403 from 634
Change+769 (+121%)
Value$640.1K (+$337.3K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares1,403 from 1,335
Change+68 (+5%)
Value$640.0K (+$2.5K)
Filed 2026-10-21
Cpwa, LLC
INCREASED
Shares1,400 from 1,355
Change+45 (+3%)
Value$622.0K (-$25.0K)
Filed 2026-11-04
Sunburst Financial Group, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$638.7K (-$29.9K)
Filed 2026-10-09
Rasp Wealth Solutions, LLC
INCREASED
Shares1,399 from 1,392
Change+7 (+1%)
Value$638.0K (-$26.8K)
Filed 2026-11-06
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares1,398 from 1,419
Change-21 (-1%)
Value$659.9K (+$19.0K)
Filed 2026-10-19
Mitchell Sinkler & Starr
DECREASED
Shares1,396 from 1,421
Change-25 (-2%)
Value$636.8K (-$41.8K)
Filed 2026-10-13
KFG Wealth Management, LLC
DECREASED
Shares1,395 from 1,529
Change-134 (-9%)
Value$636.5K (-$93.8K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
DECREASED
Shares1,394 from 1,429
Change-35 (-2%)
Value$638.0K (-$46.0K)
Filed 2026-11-05
GoalFusion Wealth Management, LLC
INCREASED
Shares1,392 from 1,374
Change+18 (+1%)
Value$635.0K (-$21.2K)
Filed 2026-10-06
RIA Advisory Group LLC
DECREASED
Shares1,390 from 2,639
Change-1,249 (-47%)
Value$634.2K (-$626.1K)
Filed 2026-10-15
Stronghold Wealth Management L.L.C.
INCREASED
Shares1,390 from 1,387
Change+3 (+0%)
Value$634.1K (-$28.3K)
Filed 2026-10-16
Wealth Management Nebraska
INCREASED
Shares1,381 from 1,306
Change+75 (+6%)
Value$630.0K (+$6.3K)
Filed 2026-10-26
Financial Planning Navigators Corp
DECREASED
Shares1,381 from 1,421
Change-40 (-3%)
Value$630.0K (-$48.6K)
Filed 2026-10-14
MFA Wealth Advisors, LLC
DECREASED
Shares1,375 from 1,578
Change-203 (-13%)
Value$627.4K (-$126.2K)
Filed 2026-10-07
Outlook Wealth Advisors, LLC
INCREASED
Shares1,374 from 1,283
Change+91 (+7%)
Value$626.6K (+$13.6K)
Filed 2026-10-28
Santori & Peters, Inc.
DECREASED
Shares1,367 from 1,416
Change-49 (-3%)
Value$623.6K (-$52.6K)
Filed 2026-10-26
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$623.8K (-$29.2K)
Filed 2026-10-09
Meriwether Wealth & Planning, LLC
DECREASED
Shares1,364 from 1,402
Change-38 (-3%)
Value$622.2K (-$47.3K)
Filed 2026-10-13
Great Lakes Advisors, LLC
DECREASED
Shares1,360 from 1,395
Change-35 (-3%)
Value$620.4K (-$45.8K)
Filed 2026-11-06
NewSquare Capital LLC
INCREASED
Shares1,359 from 1,232
Change+127 (+10%)
Value$620.0K (+$31.6K)
Filed 2026-11-06
CX Institutional
INCREASED
Shares1,357 from 1,000
Change+357 (+36%)
Value$619 (+$141)
Filed 2026-10-02
ABC Arbitrage SA
INCREASED
Shares1,352 from 933
Change+419 (+45%)
Value$616.8K (+$171.2K)
Filed 2026-10-23
Addison Advisors LLC
INCREASED
Shares1,351 from 710
Change+641 (+90%)
Value$616.3K (+$277.2K)
Filed 2026-11-06
Davidson Trust Co
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$614.5K (-$28.8K)
Filed 2026-10-09
Beaumont Financial Advisors, LLC
DECREASED
Shares1,342 from 1,410
Change-68 (-5%)
Value$612.3K (-$60.8K)
Filed 2026-10-22
Avaii Wealth Management, LLC
INCREASED
Shares1,335 from 1,322
Change+13 (+1%)
Value$631.4K (-$10)
Filed 2026-10-09
Acorn Financial Advisory Services Inc
INCREASED
Shares1,330 from 1,070
Change+260 (+24%)
Value$606.8K (+$95.7K)
Filed 2026-11-02
Evansbrook LLC
INCREASED
Shares1,329 from 1,308
Change+21 (+2%)
Value$606.3K (-$18.4K)
Filed 2026-10-16
Axiom Investment Management LLC
DECREASED
Shares1,326 from 1,423
Change-97 (-7%)
Value$604.9K (-$74.6K)
Filed 2026-11-03
Rubicon Advisors, GP
INCREASED
Shares1,326 from 1,283
Change+43 (+3%)
Value$604.8K (-$8.2K)
Filed 2026-10-23
Falcon Wealth Planning
INCREASED
Shares1,325 from 1,218
Change+107 (+9%)
Value$604.3K (+$22.8K)
Filed 2026-11-06
GenTrust, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$605.9K (-$28.1K)
Filed 2026-11-06
Linden Thomas Advisory Services, LLC
NEW
Shares1,321
Change+1,321
Value$602.6K
Filed 2026-10-19
Box Hill Private Wealth LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$601.7K (-$28.2K)
Filed 2026-10-05
Sage Capital Management, LLC
INCREASED
Shares1,315 from 1,233
Change+82 (+7%)
Value$600.1K (+$10.8K)
Filed 2026-10-20
Boyd Wealth Management, LLC
NEW
Shares1,310
Change+1,310
Value$597.6K
Filed 2026-10-20
Mokosak Advisory Group, LLC
INCREASED
Shares1,304 from 1,265
Change+39 (+3%)
Value$594.9K (-$9.3K)
Filed 2026-10-20
BNB Wealth Management, LLC
DECREASED
Shares1,303 from 1,351
Change-48 (-4%)
Value$594.3K (-$50.8K)
Filed 2026-10-28
Financial Management Professionals, Inc.
INCREASED
Shares1,301 from 1,260
Change+41 (+3%)
Value$594.9K (-$8.0K)
Filed 2026-10-23
Encompass More Asset Management
DECREASED
Shares1,293 from 1,320
Change-27 (-2%)
Value$589.9K (-$40.5K)
Filed 2026-10-16
Bright Futures Wealth Management, Llc.
DECREASED
Shares1,292 from 1,295
Change-3 (0%)
Value$589.4K (-$29.1K)
Filed 2026-10-23
Worth Financial Advisory Group, LLC
DECREASED
Shares1,284 from 1,308
Change-24 (-2%)
Value$585.7K (-$38.9K)
Filed 2026-10-19
Miller Global Investments, LLC
INCREASED
Shares1,282 from 1,140
Change+142 (+12%)
Value$584.8K (+$40.4K)
Filed 2026-10-02
Legacies Wealth LLC
UNCHANGED
Shares1,282 from 1,282
Change0 (0%)
Value$584.8K (-$27.4K)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
INCREASED
Shares1,281 from 1,112
Change+169 (+15%)
Value$584.2K (+$53.4K)
Filed 2026-10-29
Lynx Investment Advisory
INCREASED
Shares1,280 from 849
Change+431 (+51%)
Value$583.8K (+$178.5K)
Filed 2026-10-27
United Asset Strategies, Inc.
INCREASED
Shares1,273 from 1,271
Change+2 (+0%)
Value$580.8K (-$26.3K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
DECREASED
Shares1,272 from 1,641
Change-369 (-22%)
Value$580.3K (-$203.4K)
Filed 2026-10-23
Jeppson Wealth Management, LLC
DECREASED
Shares1,272 from 1,283
Change-11 (-1%)
Value$580.3K (-$32.4K)
Filed 2026-10-20
D.B. Root & Company, LLC
DECREASED
Shares1,270 from 1,343
Change-73 (-5%)
Value$579.4K (-$62.0K)
Filed 2026-11-04
JDH Wealth Management, LLC
INCREASED
Shares1,270 from 1,207
Change+63 (+5%)
Value$579.4K (+$2.9K)
Filed 2026-10-20
Catalyst Financial Partners LLC
INCREASED
Shares1,268 from 1,166
Change+102 (+9%)
Value$578.4K (+$21.6K)
Filed 2026-11-06
Investment Planning Advisors, Inc.
INCREASED
Shares1,267 from 998
Change+269 (+27%)
Value$578.0K (+$101.4K)
Filed 2026-10-14
Northern Lights Advisors, Inc.
INCREASED
Shares1,259 from 1,242
Change+17 (+1%)
Value$574.3K (-$18.8K)
Filed 2026-10-21
Catalyst Investment Management LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$570.2K (-$26.7K)
Filed 2026-10-21
Neville Rodie & Shaw Inc
DECREASED
Shares1,246 from 1,320
Change-74 (-6%)
Value$568 (-$62)
Filed 2026-10-05
Oak Harvest Investment Services
INCREASED
Shares1,243 from 1,115
Change+128 (+11%)
Value$566.9K (+$34.6K)
Filed 2026-10-20
Mission Financial Group, LLC
INCREASED
Shares1,243 from 1,165
Change+78 (+7%)
Value$567.0K (+$10.7K)
Filed 2026-10-21
Central Valley Advisors, LLC
DECREASED
Shares1,239 from 1,351
Change-112 (-8%)
Value$565.2K (-$80.0K)
Filed 2026-10-27
Hunter Associates Investment Management LLC
DECREASED
Shares1,238 from 1,288
Change-50 (-4%)
Value$565 (-$614.4K)
Filed 2026-10-26
American National Bank & Trust
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$564.8K (-$26.5K)
Filed 2026-10-07
Atticus Wealth Management, LLC
INCREASED
Shares1,237 from 917
Change+320 (+35%)
Value$564.3K (+$126.4K)
Filed 2026-10-20
Exchange Bank
DECREASED
Shares1,235 from 1,314
Change-79 (-6%)
Value$563.4K (-$64.1K)
Filed 2026-10-07
Powers Advisory Group, LLC
DECREASED
Shares1,226 from 1,254
Change-28 (-2%)
Value$559.3K (-$39.6K)
Filed 2026-10-14
Arlington Capital Management Inc
INCREASED
Shares1,225 from 1,222
Change+3 (+0%)
Value$558.8K (-$24.8K)
Filed 2026-10-30
Syntax Research, Inc.
INCREASED
Shares1,220 from 1,219
Change+1 (+0%)
Value$556.7K (-$25.3K)
Filed 2026-11-04
Targeted Financial Services LLC
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$554.8K (-$25.4K)
Filed 2026-10-19
Bond & Devick Financial Network, Inc.
DECREASED
Shares1,212 from 1,242
Change-30 (-2%)
Value$552.9K (-$40.2K)
Filed 2026-10-23
Abacus Planning Group, Inc.
INCREASED
Shares1,211 from 1,204
Change+7 (+1%)
Value$552.4K (-$22.5K)
Filed 2026-11-02
Cornerstone Advisory, LLC
INCREASED
Shares1,210 from 1,209
Change+1 (+0%)
Value$552.0K (-$25.4K)
Filed 2026-11-06
Fell Capital Management
DECREASED
Shares1,207 from 1,344
Change-137 (-10%)
Value$550.6K (-$91.2K)
Filed 2026-10-09
SilverOak Wealth Management LLC
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$550.2K (-$25.8K)
Filed 2026-10-29
Lifelong Wealth Advisors, Inc.
INCREASED
Shares1,205 from 1,194
Change+11 (+1%)
Value$549.7K (-$20.5K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,200 from 3,795
Change-2,595 (-68%)
Value$547.4K (-$1.3M)
Filed 2026-10-07
RKL Wealth Management LLC
NEW
Shares1,195
Change+1,195
Value$545.1K
Filed 2026-10-16
Omnitrust Wealth Management, Inc
NEW
Shares1,194
Change+1,194
Value$544.7K
Filed 2026-11-02
Harfst & Associates, Inc.
INCREASED
Shares1,194 from 1,125
Change+69 (+6%)
Value$544.7K (+$7.4K)
Filed 2026-10-20
Everhart Financial Group, Inc.
INCREASED
Shares1,191 from 1,158
Change+33 (+3%)
Value$543.3K (-$9.7K)
Filed 2026-10-08
SJS Investment Consulting Inc.
DECREASED
Shares1,186 from 2,050
Change-864 (-42%)
Value$540.9K (-$438.1K)
Filed 2026-10-26
Peak Financial Management, Inc.
INCREASED
Shares1,185 from 1,023
Change+162 (+16%)
Value$540.9K (+$52.0K)
Filed 2026-10-16
Solstein Capital, LLC
DECREASED
Shares1,183 from 1,263
Change-80 (-6%)
Value$539.7K (-$63.5K)
Filed 2026-11-02
BCS Wealth Management
DECREASED
Shares1,179 from 1,180
Change-1 (0%)
Value$537.8K (-$25.7K)
Filed 2026-11-03
Purus Wealth Management, LLC
DECREASED
Shares1,178 from 1,187
Change-9 (-1%)
Value$537.5K (-$29.4K)
Filed 2026-10-15
Cutler Investment Counsel LLC
INCREASED
Shares1,170 from 1,169
Change+1 (+0%)
Value$535.0K (-$24.3K)
Filed 2026-10-28
Nolet Wealth Management, LLC
INCREASED
Shares1,168 from 1,126
Change+42 (+4%)
Value$532.8K (-$4.9K)
Filed 2026-10-15
Boyer Financial Services, Inc.
INCREASED
Shares1,164 from 1,161
Change+3 (+0%)
Value$531.0K (+$26.9K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
DECREASED
Shares1,160 from 1,343
Change-183 (-14%)
Value$529.2K (-$112.2K)
Filed 2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED
Shares1,160 from 1,155
Change+5 (+0%)
Value$529.2K (-$22.4K)
Filed 2026-10-14
Curated Wealth Partners LLC
DECREASED
Shares1,156 from 1,195
Change-39 (-3%)
Value$527.4K (-$43.3K)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares1,151 from 1,107
Change+44 (+4%)
Value$525.3K (-$3.6K)
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED
Shares1,151 from 1,120
Change+31 (+3%)
Value$525.1K (-$9.8K)
Filed 2026-10-16
Encompass Wealth Advisors, LLC
INCREASED
Shares1,150 from 575
Change+575 (+100%)
Value$524.6K (+$250.0K)
Filed 2026-10-15
Whalen Wealth Management Inc.
NEW
Shares1,149
Change+1,149
Value$524.2K
Filed 2026-10-08
Fonville Wealth Management LLC
INCREASED
Shares1,148 from 799
Change+349 (+44%)
Value$523.8K (+$142.4K)
Filed 2026-10-28
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares1,147 from 1,315
Change-168 (-13%)
Value$523.3K (-$104.8K)
Filed 2026-10-20
Corundum Group, Inc.
DECREASED
Shares1,143 from 1,174
Change-31 (-3%)
Value$521.4K (-$39.2K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares1,137 from 1,159
Change-22 (-2%)
Value$518.7K (-$34.8K)
Filed 2026-10-14
WT Wealth Management
INCREASED
Shares1,126 from 612
Change+514 (+84%)
Value$513.9K (+$221.6K)
Filed 2026-10-13
Family Capital Management, Inc.
INCREASED
Shares1,120 from 1,039
Change+81 (+8%)
Value$510.9K (+$14.7K)
Filed 2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED
Shares1,118 from 1,104
Change+14 (+1%)
Value$509.9K (-$17.3K)
Filed 2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares1,117 from 582
Change+535 (+92%)
Value$509.6K (+$231.6K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares1,117 from 1,066
Change+51 (+5%)
Value$509.7K (+$655)
Filed 2026-10-29
Post Resch Tallon Group Inc.
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$509.1K (-$23.9K)
Filed 2026-10-09
Waystone Advisors LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$532.5K ($0)
Filed 2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED
Shares1,113 from 1,112
Change+1 (+0%)
Value$507.6K (-$23.6K)
Filed 2026-10-19
EdgeRock Capital LLC
INCREASED
Shares1,111 from 761
Change+350 (+46%)
Value$506.8K (+$143.4K)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares1,104 from 430
Change+674 (+157%)
Value$503.6K (+$298.3K)
Filed 2026-10-22
McLean Asset Management Corp
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$389.8K (-$56.5K)
Filed 2026-11-06
Rockwood Wealth Management, LLC
DECREASED
Shares1,099 from 1,120
Change-21 (-2%)
Value$501.3K (-$33.8K)
Filed 2026-10-27
Matauro, LLC
INCREASED
Shares1,098 from 724
Change+374 (+52%)
Value$501.0K (+$155.2K)
Filed 2026-11-03
Share Andrew L.
NEW
Shares1,096
Change+1,096
Value$500.0K
Filed 2026-11-06
Park National Corp
DECREASED
Shares1,096 from 1,399
Change-303 (-22%)
Value$500.0K (-$168.1K)
Filed 2026-10-05
SFE Investment Counsel
DECREASED
Shares1,093 from 1,103
Change-10 (-1%)
Value$498.6K (-$28.1K)
Filed 2026-10-29
Great Waters Wealth Management
INCREASED
Shares1,092 from 1,090
Change+2 (+0%)
Value$498.2K (-$22.4K)
Filed 2026-10-07
Key FInancial Inc
INCREASED
Shares1,091 from 960
Change+131 (+14%)
Value$497.7K (+$39.2K)
Filed 2026-11-02
LexAurum Advisors, LLC
DECREASED
Shares1,091 from 1,115
Change-24 (-2%)
Value$497.7K (-$34.8K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares1,088 from 1,116
Change-28 (-3%)
Value$496.3K (-$36.6K)
Filed 2026-10-14
Pflug Koory, LLC
DECREASED
Shares1,086 from 1,087
Change-1 (0%)
Value$495.4K (-$23.7K)
Filed 2026-10-26
Elser Financial Planning, Inc
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$493.1K (-$23.1K)
Filed 2026-10-16
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$495.0K (+$16.1K)
Filed 2026-10-20
Redw Wealth LLC
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$491.3K (-$23.0K)
Filed 2026-11-02
Apex Wealth Management, LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$490.9K (-$23.0K)
Filed 2026-10-20
TFC Financial Management, Inc.
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$490.9K (-$23.0K)
Filed 2026-10-26
Hofer & Associates. Inc
INCREASED
Shares1,072 from 440
Change+632 (+144%)
Value$489.2K (+$279.1K)
Filed 2026-10-13
QTR Family Wealth, LLC
INCREASED
Shares1,072 from 1,030
Change+42 (+4%)
Value$488.9K (-$3.0K)
Filed 2026-11-02
RED Crane Wealth Management, LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$489.2K (-$22.9K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares1,067 from 1,006
Change+61 (+6%)
Value$486.8K (+$6.3K)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares1,058 from 1,046
Change+12 (+1%)
Value$482.6K (-$16.9K)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$481.3K (-$22.6K)
Filed 2026-10-19
Cardinal Capital Management
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$482.0K (-$22.4K)
Filed 2026-10-21
FFG Partners, LLC
INCREASED
Shares1,050 from 1,048
Change+2 (+0%)
Value$479.2K (-$21.6K)
Filed 2026-10-15
Childress Capital Advisors, LLC
DECREASED
Shares1,046 from 1,062
Change-16 (-2%)
Value$477.2K (-$30.0K)
Filed 2026-10-28
Tred Avon Family Wealth, LLC
DECREASED
Shares1,044 from 1,089
Change-45 (-4%)
Value$476.1K (-$43.8K)
Filed 2026-10-20
Chapin Davis, Inc.
DECREASED
Shares1,043 from 1,109
Change-66 (-6%)
Value$475.8K (-$53.8K)
Filed 2026-10-09
Elevation Wealth Management LLC
INCREASED
Shares1,043 from 1,018
Change+25 (+2%)
Value$476.5K (-$10.0K)
Filed 2026-11-02
Precedent Wealth Partners, LLC
DECREASED
Shares1,041 from 1,357
Change-316 (-23%)
Value$474.8K (-$173.4K)
Filed 2026-10-21
Whelan Financial
INCREASED
Shares1,040 from 1,017
Change+23 (+2%)
Value$474.4K (-$11.3K)
Filed 2026-10-28
Parcion Private Wealth LLC
DECREASED
Shares1,039 from 1,340
Change-301 (-22%)
Value$474.0K (-$166.0K)
Filed 2026-10-28
Thrive Wealth Management, LLC
DECREASED
Shares1,037 from 1,043
Change-6 (-1%)
Value$472.9K (-$25.0K)
Filed 2026-10-13
Denver PWM, LLC
DECREASED
Shares1,036 from 1,095
Change-59 (-5%)
Value$472.6K (+$5.8K)
Filed 2026-10-22
John W. Brooker & Co., CPAs
INCREASED
Shares1,036 from 1,022
Change+14 (+1%)
Value$472.6K (-$15.5K)
Filed 2026-10-21
Able Financial Group, LLC
DECREASED
Shares1,031 from 1,240
Change-209 (-17%)
Value$470.3K (-$121.9K)
Filed 2026-10-14
Certified Advisory Corp
INCREASED
Shares1,031 from 1,011
Change+20 (+2%)
Value$470.4K (-$12.3K)
Filed 2026-10-29
Realta Investment Advisors
DECREASED
Shares1,029 from 1,047
Change-18 (-2%)
Value$469.4K (-$30.6K)
Filed 2026-10-14
Thrive Capital Management, LLC
INCREASED
Shares1,028 from 667
Change+361 (+54%)
Value$469.1K (+$150.5K)
Filed 2026-10-28
Franklin Street Advisors Inc
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$466.2K (-$21.9K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$465.8K (-$21.8K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$465.8K (-$21.6K)
Filed 2026-11-05
Spinnaker Investment Group, LLC
INCREASED
Shares1,017 from 968
Change+49 (+5%)
Value$463.9K (+$1.7K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
DECREASED
Shares1,016 from 1,029
Change-13 (-1%)
Value$463.6K (-$28.0K)
Filed 2026-11-06
Emerald Advisors, LLC
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$460.3K (-$21.6K)
Filed 2026-10-13
CPC Advisors, LLC
NEW
Shares1,008
Change+1,008
Value$459.8K
Filed 2026-10-21
ProVise Management Group, LLC
DECREASED
Shares1,008 from 1,187
Change-179 (-15%)
Value$459.8K (-$107.0K)
Filed 2026-11-06
Oakworth Capital, Inc.
DECREASED
Shares1,006 from 1,356
Change-350 (-26%)
Value$458.9K (-$153.9K)
Filed 2026-10-26
Transcendent Capital Group LLC
INCREASED
Shares1,006 from 1,004
Change+2 (+0%)
Value$458.8K (-$20.7K)
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
DECREASED
Shares1,005 from 1,010
Change-5 (0%)
Value$414.5K (-$67.6K)
Filed 2026-10-22
Thompson Investment Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$456.2K (-$21.4K)
Filed 2026-10-14
Fire Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$456.2K (-$21.4K)
Filed 2026-10-27
Defender Capital, Llc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$456.2K (-$21.4K)
Filed 2026-10-01
Platt Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$456 (-$476.5K)
Filed 2026-11-04
Fifth Third Securities, Inc.
NEW
Shares988
Change+988
Value$450.8K
Filed 2026-10-21
Howland Capital Management LLC
DECREASED
Shares984 from 1,053
Change-69 (-7%)
Value$450.0K (-$53.9K)
Filed 2026-10-22
Southland Equity Partners LLC
DECREASED
Shares982 from 1,059
Change-77 (-7%)
Value$447.8K (-$57.7K)
Filed 2026-10-14
Balance Wealth Partners LLC
INCREASED
Shares981 from 972
Change+9 (+1%)
Value$447.5K (-$16.7K)
Filed 2026-10-27
Lantern Wealth Advisors, LLC
INCREASED
Shares980 from 690
Change+290 (+42%)
Value$447.1K (+$117.5K)
Filed 2026-10-22
Syverson Strege & Co
INCREASED
Shares973 from 915
Change+58 (+6%)
Value$443.9K (+$6.9K)
Filed 2026-11-02
William Mack & Associates, Inc.
INCREASED
Shares969 from 967
Change+2 (+0%)
Value$442.0K (-$19.8K)
Filed 2026-10-27
Townsend Asset Management Corp
INCREASED
Shares968 from 947
Change+21 (+2%)
Value$441.6K (-$10.7K)
Filed 2026-10-29
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$441.6K (-$20.7K)
Filed 2026-10-27
Centerpoint Advisory Group
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$440.7K (-$20.7K)
Filed 2026-10-23
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$440.2K (-$20.6K)
Filed 2026-10-23
Tenzing Financial LLC
DECREASED
Shares963 from 1,016
Change-53 (-5%)
Value$404.8K (-$54.3K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares962 from 825
Change+137 (+17%)
Value$438.7K (+$44.6K)
Filed 2026-10-14
Cathy Pareto & Associates, Inc
INCREASED
Shares956 from 906
Change+50 (+6%)
Value$436.1K (+$3.4K)
Filed 2026-10-15
Regent Peak Wealth Advisors LLC
DECREASED
Shares955 from 968
Change-13 (-1%)
Value$435.7K (-$26.6K)
Filed 2026-10-13
Sigma Investment Counselors Inc
INCREASED
Shares951 from 800
Change+151 (+19%)
Value$433.8K (+$51.8K)
Filed 2026-10-27
Milestone Asset Management, LLC
DECREASED
Shares951 from 1,020
Change-69 (-7%)
Value$434.3K (-$53.3K)
Filed 2026-10-15
Essex LLC
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$433.8K (-$20.3K)
Filed 2026-10-14
S.E.E.D. Planning Group LLC
NEW
Shares950
Change+950
Value$433.2K
Filed 2026-10-07
Willow Creek Wealth Management Inc.
INCREASED
Shares947 from 931
Change+16 (+2%)
Value$432.0K (-$12.6K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED
Shares945 from 818
Change+127 (+16%)
Value$431.1K (+$40.4K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
INCREASED
Shares942 from 717
Change+225 (+31%)
Value$429.7K (+$87.3K)
Filed 2026-10-13
Echo Wealth Management, LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$429.7K (-$20.1K)
Filed 2026-10-15
Asset Dedication, LLC
DECREASED
Shares941 from 1,010
Change-69 (-7%)
Value$429.4K (-$53.1K)
Filed 2026-11-03
Vaquero Private Wealth, LTD
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$429.3K (-$20.1K)
Filed 2026-10-27
Summit Financial Strategies, Inc.
INCREASED
Shares939 from 813
Change+126 (+16%)
Value$428.4K (+$40.1K)
Filed 2026-10-14
Aspen Investment Management Inc
INCREASED
Shares937 from 932
Change+5 (+1%)
Value$427 (-$18)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares931 from 695
Change+236 (+34%)
Value$424.7K (+$92.8K)
Filed 2026-10-29
Chung Wu Investment Group, LLC
INCREASED
Shares930 from 750
Change+180 (+24%)
Value$424.3K (+$66.1K)
Filed 2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares930 from 884
Change+46 (+5%)
Value$424.3K (+$2.1K)
Filed 2026-10-22
Planned Solutions, Inc.
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$422.4K (-$19.8K)
Filed 2026-10-19
Redwood Park Advisors LLC
INCREASED
Shares925 from 908
Change+17 (+2%)
Value$422.0K (-$11.7K)
Filed 2026-11-02
Hengehold Capital Management LLC
NEW
Shares924
Change+924
Value$421.5K
Filed 2026-10-16
Corps Capital Advisors, LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$420.6K (-$19.7K)
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$420.6K (-$19.7K)
Filed 2026-10-28
Kanawha Capital Management LLC
DECREASED
Shares921 from 1,184
Change-263 (-22%)
Value$420.2K (-$145.3K)
Filed 2026-10-19
Jm2 Capital Inc.
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$419.7K (-$19.7K)
Filed 2026-10-14
Welch & Forbes LLC
INCREASED
Shares919 from 907
Change+12 (+1%)
Value$419.2K (-$13.9K)
Filed 2026-11-04
Texas Bank & Trust Co
DECREASED
Shares917 from 1,802
Change-885 (-49%)
Value$418.3K (-$442.3K)
Filed 2026-11-04
Frederick Financial Consultants, LLC
INCREASED
Shares917 from 837
Change+80 (+10%)
Value$418.5K (+$18.6K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED
Shares915 from 822
Change+93 (+11%)
Value$418.0K (+$25.0K)
Filed 2026-10-30
Tortuga Wealth Management, Inc
INCREASED
Shares915 from 906
Change+9 (+1%)
Value$417.6K (-$15.2K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares912 from 896
Change+16 (+2%)
Value$415.9K (-$11.8K)
Filed 2026-11-04
City Holding Co
DECREASED
Shares911 from 1,166
Change-255 (-22%)
Value$415.6K (-$141.3K)
Filed 2026-10-19
FCG Investment Co
INCREASED
Shares910 from 731
Change+179 (+24%)
Value$415.1K (+$66.0K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares906 from 905
Change+1 (+0%)
Value$413.3K (-$18.9K)
Filed 2026-10-16
Asset Planning,Inc
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$412.9K (-$19.3K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares902 from 805
Change+97 (+12%)
Value$411.5K (+$27.0K)
Filed 2026-10-20
Phillips Financial Management, LLC
INCREASED
Shares901 from 856
Change+45 (+5%)
Value$411.0K (+$2.2K)
Filed 2026-10-19
Wealth Group, Ltd.
NEW
Shares888
Change+888
Value$405
Filed 2026-10-30
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$405 (-$423.6K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares886 from 785
Change+101 (+13%)
Value$404.2K (+$29.3K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
INCREASED
Shares879 from 797
Change+82 (+10%)
Value$401.0K (+$20.4K)
Filed 2026-10-19
Tompkins Financial Corp
DECREASED
Shares877 from 927
Change-50 (-5%)
Value$400.1K (-$42.6K)
Filed 2026-10-05
Warren Street Wealth Advisors, LLC
DECREASED
Shares875 from 886
Change-11 (-1%)
Value$399.2K (-$24.0K)
Filed 2026-11-04
Commerce Advisors, LLC
DECREASED
Shares873 from 902
Change-29 (-3%)
Value$398.3K (-$32.5K)
Filed 2026-10-19
Zega Investments, LLC
INCREASED
Shares872 from 372
Change+500 (+134%)
Value$397.8K (+$220.1K)
Filed 2026-11-04
Convergence Financial, LLC
DECREASED
Shares871 from 1,236
Change-365 (-30%)
Value$397.5K (-$193.0K)
Filed 2026-10-27
Aufman Associates Inc
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$396.9K (-$18.6K)
Filed 2026-11-04
Master's Wealth Management Inc.
DECREASED
Shares866 from 894
Change-28 (-3%)
Value$394.9K (-$31.9K)
Filed 2026-10-22
Costello Asset Management, Inc
INCREASED
Shares865 from 772
Change+93 (+12%)
Value$394.6K (+$25.9K)
Filed 2026-10-30
Pathway Financial Advisers, LLC
INCREASED
Shares862 from 721
Change+141 (+20%)
Value$393.1K (+$48.8K)
Filed 2026-10-27
Ballew Advisors, Inc
INCREASED
Shares855 from 828
Change+27 (+3%)
Value$404.2K (+$44.6K)
Filed 2026-10-05
USAdvisors Wealth Management, LLC
INCREASED
Shares853 from 847
Change+6 (+1%)
Value$389 (-$403.6K)
Filed 2026-10-21
Cora Capital Advisors LLC
INCREASED
Shares851 from 810
Change+41 (+5%)
Value$388.4K (+$1.5K)
Filed 2026-11-02
CKW Financial Group
DECREASED
Shares850 from 859
Change-9 (-1%)
Value$390 (+$8)
Filed 2026-10-29
Oak Asset Management, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$387.8K (-$18.2K)
Filed 2026-10-13
Aventus Investment Advisors, Inc.
INCREASED
Shares848 from 846
Change+2 (+0%)
Value$386.8K (-$17.2K)
Filed 2026-10-09
Teza Capital Management LLC
DECREASED
Shares846 from 893
Change-47 (-5%)
Value$385.9K (-$40.5K)
Filed 2026-10-23
Nemes Rush Group LLC
INCREASED
Shares843 from 831
Change+12 (+1%)
Value$384.7K (-$12.3K)
Filed 2026-11-04
Guardian Financial Partners, LLC
DECREASED
Shares840 from 1,325
Change-485 (-37%)
Value$383.2K (-$249.6K)
Filed 2026-11-04
Wincap Financial LLC
DECREASED
Shares838 from 848
Change-10 (-1%)
Value$382.3K (-$22.7K)
Filed 2026-10-20
Global Wealth Strategies & Associates
DECREASED
Shares835 from 914
Change-79 (-9%)
Value$380.9K (-$55.6K)
Filed 2026-10-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares834 from 822
Change+12 (+1%)
Value$380.5K (-$12.1K)
Filed 2026-10-28
Roxbury Financial LLC
INCREASED
Shares833 from 831
Change+2 (+0%)
Value$379.8K (-$16.8K)
Filed 2026-10-01
Berkshire Money Management, Inc.
NEW
Shares831
Change+831
Value$379.1K
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED
Shares831 from 788
Change+43 (+5%)
Value$379.0K (+$2.8K)
Filed 2026-11-04
Kavar Capital Partners Group, LLC
INCREASED
Shares830 from 643
Change+187 (+29%)
Value$378.8K (+$71.6K)
Filed 2026-11-06
Epiq Partners, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$377.9K (-$17.5K)
Filed 2026-10-07
North Star Investment Management Corp.
INCREASED
Shares827 from 808
Change+19 (+2%)
Value$377.5K (-$8.6K)
Filed 2026-10-27
Gallagher Capital Advisors, LLC
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$377.3K (-$17.7K)
Filed 2026-10-09
KW Wealth Management LLC
NEW
Shares826
Change+826
Value$376.8K
Filed 2026-10-28
Integrity Wealth Partners, LLC
NEW
Shares825
Change+825
Value$376.4K
Filed 2026-10-14
PCG Asset Management, LLC
NEW
Shares822
Change+822
Value$375.9K
Filed 2026-11-05
Stonekeep Investments, LLC
INCREASED
Shares818 from 795
Change+23 (+3%)
Value$373.0K (+$372.7K)
Filed 2026-10-15
Urban Wealth Management, LLC
DECREASED
Shares815 from 895
Change-80 (-9%)
Value$371.8K (-$55.6K)
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$370.4K (-$17.4K)
Filed 2026-10-09
Fairscale Capital, LLC
INCREASED
Shares808 from 768
Change+40 (+5%)
Value$328.2K (-$39.3K)
Filed 2026-11-04
Wolff Financial Management LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$368.6K (-$17.3K)
Filed 2026-10-23
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$367.7K (-$17.2K)
Filed 2026-10-20
Scissortail Wealth Management, LLC
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$365.4K (-$17.1K)
Filed 2026-11-03
Wealth Quarterback LLC
NEW
Shares800
Change+800
Value$365.2K
Filed 2026-10-20
Perennial Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$365.0K (-$17.1K)
Filed 2026-10-13
Gordian Advisors LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$365.0K (-$17.1K)
Filed 2026-10-30
Aspen Wealth Management LLC
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$363.1K (-$16.9K)
Filed 2026-10-14
Clearwave Capital, LLC
NEW
Shares790
Change+790
Value$360.3K
Filed 2026-10-27
CPA Asset Management Group, LLC
INCREASED
Shares790 from 759
Change+31 (+4%)
Value$360.4K (-$2.1K)
Filed 2026-10-26
Sage Private Wealth Group, LLC
INCREASED
Shares787 from 725
Change+62 (+9%)
Value$359.0K (+$12.8K)
Filed 2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares786 from 785
Change+1 (+0%)
Value$358.6K (-$16.5K)
Filed 2026-10-20
Mogy Joel R Investment Counsel Inc
NEW
Shares784
Change+784
Value$357.7K
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares783 from 2,896
Change-2,113 (-73%)
Value$357.2K (-$1.0M)
Filed 2026-10-14
First City Capital Management, Inc.
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$356.3K (-$16.7K)
Filed 2026-10-27
Gilman Hill Asset Management, LLC
DECREASED
Shares780 from 1,940
Change-1,160 (-60%)
Value$355.9K (-$570.7K)
Filed 2026-10-13
Washington Trust Bank
INCREASED
Shares779 from 757
Change+22 (+3%)
Value$355.4K (-$6.1K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
DECREASED
Shares777 from 1,852
Change-1,075 (-58%)
Value$354.6K (-$529.9K)
Filed 2026-11-03
ACT Advisors, Llc.
INCREASED
Shares777 from 679
Change+98 (+14%)
Value$354.5K (+$30.2K)
Filed 2026-10-15
Violich Capital Management, Inc.
NEW
Shares775
Change+775
Value$353.5K
Filed 2026-10-05
Livet Wealth, LLC
INCREASED
Shares775 from 608
Change+167 (+27%)
Value$353.5K (+$63.2K)
Filed 2026-10-27
AUA Capital Management, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$353.5K (-$16.6K)
Filed 2026-10-15
RW Investment Management LLC
INCREASED
Shares772 from 731
Change+41 (+6%)
Value$352.2K (+$3.1K)
Filed 2026-11-03
Crusonia Wealth Advisors LLC
INCREASED
Shares768 from 700
Change+68 (+10%)
Value$350.1K (+$15.6K)
Filed 2026-10-26
Steinberganna Wealth Management
INCREASED
Shares768 from 759
Change+9 (+1%)
Value$350.4K (-$12.1K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
INCREASED
Shares767 from 469
Change+298 (+64%)
Value$350.0K (+$125.9K)
Filed 2026-11-03
Foguth Wealth Management, Llc.
DECREASED
Shares766 from 805
Change-39 (-5%)
Value$316.1K (-$7.8K)
Filed 2026-10-19
Embree Financial Group
INCREASED
Shares763 from 738
Change+25 (+3%)
Value$348.1K (-$4.4K)
Filed 2026-10-22
Absher Wealth Management, LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$347.6K (-$16.3K)
Filed 2026-11-02
Ledyard National Bank
DECREASED
Shares761 from 1,153
Change-392 (-34%)
Value$347.2K (-$203.5K)
Filed 2026-10-21
Pembroke Management, LTD
NEW
Shares760
Change+760
Value$346.7K
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares756 from 777
Change-21 (-3%)
Value$344.9K (-$26.2K)
Filed 2026-10-20
Good Steward Wealth Advisors,LLC
DECREASED
Shares753 from 831
Change-78 (-9%)
Value$343.5K (-$53.4K)
Filed 2026-11-06
Argyle Capital Management, LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$343.5K (-$16.1K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$342.6K (-$16.1K)
Filed 2026-10-19
Consolidated Capital Management, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$341.7K (-$16.0K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares746 from 575
Change+171 (+30%)
Value$340.5K (+$66.1K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares745 from 192
Change+553 (+288%)
Value$339.8K (+$248.1K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$354.4K ($0)
Filed 2026-10-26
Iron Financial LLC
DECREASED
Shares740 from 764
Change-24 (-3%)
Value$337.6K (-$27.3K)
Filed 2026-10-23
Arsenal Capital Advisors LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$337.6K (-$15.8K)
Filed 2026-11-02
Invested Advisors
DECREASED
Shares739 from 783
Change-44 (-6%)
Value$337.1K (-$36.8K)
Filed 2026-10-23
Strategy Asset Managers LLC
DECREASED
Shares738 from 760
Change-22 (-3%)
Value$336.7K (-$26.3K)
Filed 2026-10-14
Kaizen Financial Strategies
INCREASED
Shares738 from 728
Change+10 (+1%)
Value$336.7K (+$13.3K)
Filed 2026-10-09
One Day In July LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$336.7K (-$15.8K)
Filed 2026-10-30
Winter & Associates, Inc.
DECREASED
Shares737 from 1,113
Change-376 (-34%)
Value$313.3K (-$218.3K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares735 from 555
Change+180 (+32%)
Value$335.3K (+$70.2K)
Filed 2026-11-04
Mountain Capital Investment Advisors Inc.
DECREASED
Shares731 from 748
Change-17 (-2%)
Value$333.6K (-$23.6K)
Filed 2026-11-06
Verde Capital Management
DECREASED
Shares728 from 759
Change-31 (-4%)
Value$332.1K (-$30.4K)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$334.3K (+$10.9K)
Filed 2026-10-09
Heritage Investment Group, Inc.
INCREASED
Shares725 from 693
Change+32 (+5%)
Value$330.7K (-$218)
Filed 2026-11-03
Diversified Portfolios, Inc.
INCREASED
Shares721 from 627
Change+94 (+15%)
Value$328.9K (+$29.5K)
Filed 2026-11-04
Gould Asset Management LLC
DECREASED
Shares719 from 730
Change-11 (-2%)
Value$328.0K (-$20.6K)
Filed 2026-11-06
Allegheny Financial Group
DECREASED
Shares712 from 716
Change-4 (-1%)
Value$324.9K (-$17.3K)
Filed 2026-11-05
Pachira Investments Inc.
INCREASED
Shares708 from 608
Change+100 (+16%)
Value$323.0K (+$32.6K)
Filed 2026-10-14
Isthmus Partners, LLC
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$322.5K (-$15.1K)
Filed 2026-10-21
Pacific Sage Partners, LLC
INCREASED
Shares706 from 691
Change+15 (+2%)
Value$322.1K (-$7.9K)
Filed 2026-10-21
Greenwood Capital Associates LLC
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$322.1K (-$15.1K)
Filed 2026-10-27
Sweeney & Michel, LLC
DECREASED
Shares704 from 754
Change-50 (-7%)
Value$321.9K (+$5.1K)
Filed 2026-10-16
Aurora Private Wealth, Inc.
INCREASED
Shares703 from 669
Change+34 (+5%)
Value$321 (-$318.7K)
Filed 2026-10-20
Unique Wealth, LLC
INCREASED
Shares702 from 611
Change+91 (+15%)
Value$320.2K (+$28.5K)
Filed 2026-10-16
Focused Wealth Management, Inc
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$320.3K (-$15.0K)
Filed 2026-10-30
Reston Wealth Management LLC
INCREASED
Shares701 from 651
Change+50 (+8%)
Value$319.7K (+$8.9K)
Filed 2026-10-29
PFW Advisors LLC
INCREASED
Shares700 from 689
Change+11 (+2%)
Value$319.3K (-$9.7K)
Filed 2026-10-07
Nkcfo LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$319 (-$333.7K)
Filed 2026-11-04
Rede Wealth, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$319.3K (-$15.0K)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares699 from 676
Change+23 (+3%)
Value$318.9K (-$4.0K)
Filed 2026-10-29
Ariston Services Group
DECREASED
Shares698 from 1,020
Change-322 (-32%)
Value$318.4K (-$168.7K)
Filed 2026-10-16
True Private Wealth Advisors
DECREASED
Shares698 from 827
Change-129 (-16%)
Value$318.8K (-$76.0K)
Filed 2026-10-19
Mainsail Asset Management, LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$336.6K (+$58.6K)
Filed 2026-10-14
Avail Investment Partners, LLC
DECREASED
Shares697 from 774
Change-77 (-10%)
Value$318.0K (-$51.7K)
Filed 2026-10-16
Chilton Capital Management LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$318.0K (-$14.9K)
Filed 2026-10-28
Montis Financial, LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$318.0K (-$14.9K)
Filed 2026-11-04
Morton Capital Management LLC
DECREASED
Shares695 from 767
Change-72 (-9%)
Value$317.1K (-$49.2K)
Filed 2026-10-23
Diligent Investors, LLC
INCREASED
Shares695 from 685
Change+10 (+1%)
Value$317.1K (-$10.1K)
Filed 2026-10-21
Ehrlich Financial Group
INCREASED
Shares695 from 690
Change+5 (+1%)
Value$317.1K (-$12.5K)
Filed 2026-10-20
Quartz Partners, LLC
INCREASED
Shares692 from 542
Change+150 (+28%)
Value$315.7K (+$56.8K)
Filed 2026-11-03
Birch Financial Group, LLC
DECREASED
Shares692 from 694
Change-2 (0%)
Value$315.8K (-$15.6K)
Filed 2026-10-27
LaFleur & Godfrey LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$314.3K (-$14.7K)
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$313.9K (-$14.7K)
Filed 2026-10-22
Fairvoy Private Wealth, LLC
INCREASED
Shares687 from 682
Change+5 (+1%)
Value$313.4K (-$12.3K)
Filed 2026-10-19
Enzi Wealth
INCREASED
Shares686 from 587
Change+99 (+17%)
Value$305.4K (+$58.6K)
Filed 2026-10-14
Western Reserve Capital Management, LLC
NEW
Shares685
Change+685
Value$312.5K
Filed 2026-10-14
Juncture Wealth Strategies, LLC
DECREASED
Shares685 from 717
Change-32 (-4%)
Value$312.5K (-$30.0K)
Filed 2026-10-06
Alchemi Wealth, LLC
DECREASED
Shares682 from 709
Change-27 (-4%)
Value$311.1K (-$27.5K)
Filed 2026-11-04
Meadow Creek Wealth Advisors LLC
DECREASED
Shares681 from 953
Change-272 (-29%)
Value$310.7K (-$144.5K)
Filed 2026-11-02
RAM Investment Partners, LLC
INCREASED
Shares681 from 645
Change+36 (+6%)
Value$310.7K (+$2.6K)
Filed 2026-10-21
Jessup Wealth Management, Inc
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$310.7K (-$14.6K)
Filed 2026-10-20
rebel Financial LLC
NEW
Shares678
Change+678
Value$310.1K
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares676 from 606
Change+70 (+12%)
Value$308.4K (+$19.0K)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares675 from 825
Change-150 (-18%)
Value$307.9K (-$86.1K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
DECREASED
Shares675 from 781
Change-106 (-14%)
Value$308.0K (-$65.0K)
Filed 2026-11-05
Jnba Financial Advisors
INCREASED
Shares673 from 461
Change+212 (+46%)
Value$307.2K (+$86.9K)
Filed 2026-11-03
Diversified Management Inc
NEW
Shares672
Change+672
Value$306.6K
Filed 2026-10-08
R2 Capital Strategies, LLC
INCREASED
Shares672 from 658
Change+14 (+2%)
Value$306.6K (-$7.7K)
Filed 2026-10-15
LMG Wealth Partners, LLC
NEW
Shares671
Change+671
Value$306.1K
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares668 from 704
Change-36 (-5%)
Value$304.7K (-$31.5K)
Filed 2026-10-15
Oakwell Private Wealth Management, LLC
NEW
Shares667
Change+667
Value$304.3K
Filed 2026-11-06
Adirondack Trust Co
INCREASED
Shares667 from 554
Change+113 (+20%)
Value$304.3K (+$39.7K)
Filed 2026-10-14
James J. Burns & Company, LLC
INCREASED
Shares666 from 588
Change+78 (+13%)
Value$303.9K (+$23.1K)
Filed 2026-10-22
Cannon Advisors, Inc.
DECREASED
Shares665 from 843
Change-178 (-21%)
Value$296.0K (-$58.4K)
Filed 2026-10-14
TriaGen Wealth Management LLC
DECREASED
Shares665 from 767
Change-102 (-13%)
Value$303.2K (-$62.9K)
Filed 2026-10-14
High Probability Advisors, LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$302.9K (-$14.2K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares662 from 287
Change+375 (+131%)
Value$302.0K (+$164.9K)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
DECREASED
Shares662 from 680
Change-18 (-3%)
Value$302.0K (-$22.8K)
Filed 2026-10-23
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$301.5K (-$14.1K)
Filed 2026-10-13
Code Waechter LLC
INCREASED
Shares660 from 523
Change+137 (+26%)
Value$301.1K (+$51.3K)
Filed 2026-10-23
O'Connor Financial Group LLC
INCREASED
Shares660 from 638
Change+22 (+3%)
Value$301.1K (-$3.6K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
INCREASED
Shares659 from 624
Change+35 (+6%)
Value$300.6K (+$2.6K)
Filed 2026-10-01
Midwest Financial Group LLC
INCREASED
Shares659 from 649
Change+10 (+2%)
Value$300.6K (-$9.3K)
Filed 2026-10-15
Objective Capital Management, LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$300.6K (-$14.1K)
Filed 2026-10-13
Activest Wealth Management
INCREASED
Shares658 from 622
Change+36 (+6%)
Value$300.2K (+$3.3K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
INCREASED
Shares656 from 646
Change+10 (+2%)
Value$299.3K (-$9.4K)
Filed 2026-10-28
Rinkey Investments
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$298.8K (-$14.0K)
Filed 2026-10-28
Consilium Wealth Advisory, LLC
DECREASED
Shares653 from 683
Change-30 (-4%)
Value$297.9K (-$28.3K)
Filed 2026-10-14
Manske Wealth Management
DECREASED
Shares652 from 708
Change-56 (-8%)
Value$297.4K (-$40.7K)
Filed 2026-10-26
Towercrest Capital Management
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$296.5K (-$13.9K)
Filed 2026-10-23
Alliance Wealth Management Group
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$296.5K (-$13.9K)
Filed 2026-10-29
Douglas Lane & Associates, LLC
DECREASED
Shares649 from 960
Change-311 (-32%)
Value$296.3K (-$162.4K)
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares646 from 532
Change+114 (+21%)
Value$294.6K (+$40.4K)
Filed 2026-11-02
Financial Council, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$292.9K (-$13.7K)
Filed 2026-11-02
Wormser Freres Gestion
INCREASED
Shares640 from 368
Change+272 (+74%)
Value$292.0K (+$127.8K)
Filed 2026-10-21
High Net Worth Advisory Group LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$292.0K (-$13.7K)
Filed 2026-10-26
Dudley Capital Management, LLC
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$291.5K (-$13.7K)
Filed 2026-10-23
National Wealth Management Group, LLC
DECREASED
Shares638 from 673
Change-35 (-5%)
Value$291.0K (-$30.4K)
Filed 2026-10-26
MBL Wealth, LLC
INCREASED
Shares637 from 602
Change+35 (+6%)
Value$290.6K (+$3.1K)
Filed 2026-10-22
TruNorth Capital Management, LLC
INCREASED
Shares633 from 604
Change+29 (+5%)
Value$288.8K (+$316)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares633 from 639
Change-6 (-1%)
Value$289.0K (-$16.4K)
Filed 2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$288.9K (-$13.4K)
Filed 2026-11-03
Curran Financial Partners, LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$287.9K (-$13.5K)
Filed 2026-11-04
Torrey Growth & Income Advisors
INCREASED
Shares630 from 629
Change+1 (+0%)
Value$288.3K (-$6.7K)
Filed 2026-11-04
Vista Investment Partners LLC
INCREASED
Shares629 from 557
Change+72 (+13%)
Value$286.9K (+$20.9K)
Filed 2026-10-08
Investment Insight Wealth Management, LLC
INCREASED
Shares629 from 612
Change+17 (+3%)
Value$286.9K (-$5.4K)
Filed 2026-10-30
Liberty Capital Management, Inc.
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$286.9K (-$13.4K)
Filed 2026-11-02
Foundation Wealth Management, LLC
NEW
Shares628
Change+628
Value$286.7K
Filed 2026-10-22
Succession Financial, Inc.
INCREASED
Shares628 from 617
Change+11 (+2%)
Value$286.3K (-$8.3K)
Filed 2026-10-14
TCP Asset Management, LLC
INCREASED
Shares628 from 624
Change+4 (+1%)
Value$296.9K (-$1.1K)
Filed 2026-10-14
Cypress Point Wealth Management, LLC
NEW
Shares625
Change+625
Value$285.1K
Filed 2026-11-03
OFS Enterprise LLC
DECREASED
Shares625 from 653
Change-28 (-4%)
Value$285.3K (-$26.7K)
Filed 2026-10-16
Adkins Seale Capital Management LLC
DECREASED
Shares624 from 630
Change-6 (-1%)
Value$284.7K (-$16.2K)
Filed 2026-10-27
Ebert Capital Management Inc.
NEW
Shares622
Change+622
Value$283.8K
Filed 2026-10-08
DecisionMap Wealth Management, LLC
INCREASED
Shares620 from 539
Change+81 (+15%)
Value$282.8K (+$25.4K)
Filed 2026-10-29
Vista Capital Partners, Inc.
NEW
Shares617
Change+617
Value$281.5K
Filed 2026-11-06
Arta Finance Wealth Management LLC
DECREASED
Shares617 from 1,177
Change-560 (-48%)
Value$281.5K (-$280.6K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED
Shares617 from 736
Change-119 (-16%)
Value$281.5K (-$70.0K)
Filed 2026-10-27
Harbour Trust & Investment Management Co
INCREASED
Shares617 from 582
Change+35 (+6%)
Value$281.5K (+$3.5K)
Filed 2026-10-28
Altus Wealth Group LLC
INCREASED
Shares617 from 587
Change+30 (+5%)
Value$281.5K (+$1.1K)
Filed 2026-10-20
Strategic Advisory Partners, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$281.5K (-$13.2K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares613 from 525
Change+88 (+17%)
Value$279.7K (+$28.9K)
Filed 2026-11-05
Forbes J M & Co LLP
DECREASED
Shares613 from 614
Change-1 (0%)
Value$279.6K (-$13.6K)
Filed 2026-10-16
Downshift Financial, LLC
INCREASED
Shares612 from 433
Change+179 (+41%)
Value$279.2K (+$72.4K)
Filed 2026-10-13
Palacios Wealth Management, LLC
DECREASED
Shares609 from 660
Change-51 (-8%)
Value$277.8K (-$37.4K)
Filed 2026-11-04
Rockland Trust Co
INCREASED
Shares609 from 575
Change+34 (+6%)
Value$277.8K (+$3.2K)
Filed 2026-10-05
LightSquare Wealth Management, LLC
NEW
Shares608
Change+608
Value$277.4K
Filed 2026-11-03
Centennial Wealth Advisory LLC
INCREASED
Shares607 from 463
Change+144 (+31%)
Value$277.1K (+$55.8K)
Filed 2026-10-16
Three Magnolias Financial Advisors, LLC
INCREASED
Shares607 from 517
Change+90 (+17%)
Value$276.9K (+$30.0K)
Filed 2026-10-14
Legacy Financial Group, Inc.
INCREASED
Shares606 from 539
Change+67 (+12%)
Value$276.5K (+$19.0K)
Filed 2026-10-21
Alpine Bank Wealth Management
DECREASED
Shares604 from 822
Change-218 (-27%)
Value$275.5K (-$117.0K)
Filed 2026-10-16
Trinity Financial Advisors LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$276.2K (-$12.9K)
Filed 2026-10-09
Financial Insights, Inc.
NEW
Shares603
Change+603
Value$275.1K
Filed 2026-10-27
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares603 from 659
Change-56 (-8%)
Value$275.1K (-$39.6K)
Filed 2026-10-14
Nordwand Advisors, LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$274.8K (-$12.9K)
Filed 2026-11-05
Seven Mile Advisory
INCREASED
Shares601 from 600
Change+1 (+0%)
Value$274.4K (-$12.7K)
Filed 2026-10-22
Cobblestone Asset Management LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$274.2K (-$12.9K)
Filed 2026-10-13
Echo45 Advisors LLC
DECREASED
Shares600 from 619
Change-19 (-3%)
Value$273.7K (-$22.1K)
Filed 2026-10-07
PTM Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$289.4K (+$47.3K)
Filed 2026-10-23
Corecam Pte. Ltd.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$273.7K (-$12.8K)
Filed 2026-10-23
Good Harbor Advisors, Inc.
INCREASED
Shares599 from 591
Change+8 (+1%)
Value$273.3K (-$9.0K)
Filed 2026-10-20
Petros Family Wealth, LLC
DECREASED
Shares598 from 634
Change-36 (-6%)
Value$272.8K (-$30.0K)
Filed 2026-10-28
Larry Mathis Financial Planning, LLC
DECREASED
Shares597 from 2,446
Change-1,849 (-76%)
Value$272.3K (-$895.8K)
Filed 2026-10-26
Obsidian CIO, LLC
INCREASED
Shares597 from 251
Change+346 (+138%)
Value$272.3K (+$152.5K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares597 from 564
Change+33 (+6%)
Value$272.3K (+$3.0K)
Filed 2026-10-30
CLG LLC
INCREASED
Shares594 from 515
Change+79 (+15%)
Value$271.0K (+$24.9K)
Filed 2026-10-13
Rezny Wealth Management, Inc.
DECREASED
Shares592 from 609
Change-17 (-3%)
Value$270.1K (-$20.8K)
Filed 2026-10-15
HMS Capital Management, LLC
DECREASED
Shares588 from 595
Change-7 (-1%)
Value$268.3K (-$15.9K)
Filed 2026-10-20
Beacon Capital Management, LLC
DECREASED
Shares586 from 733
Change-147 (-20%)
Value$267.3K (-$82.5K)
Filed 2026-10-23
Cornerstone Planning Group LLC
DECREASED
Shares586 from 705
Change-119 (-17%)
Value$265.6K (-$31.3K)
Filed 2026-10-16
Cogent Private Wealth, Inc.
DECREASED
Shares586 from 606
Change-20 (-3%)
Value$267.3K (-$22.1K)
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$266.9K (-$12.5K)
Filed 2026-10-26
Prosperity Financial Group, Inc.
INCREASED
Shares584 from 562
Change+22 (+4%)
Value$266.4K (-$2.0K)
Filed 2026-10-29
Pinion Investment Advisors, LLC
INCREASED
Shares584 from 567
Change+17 (+3%)
Value$266.4K (-$4.4K)
Filed 2026-11-04
Midwest Financial Partners Investments, Inc.
DECREASED
Shares582 from 587
Change-5 (-1%)
Value$265.5K (-$14.8K)
Filed 2026-10-08
Presilium Private Wealth, LLC
NEW
Shares581
Change+581
Value$265.2K
Filed 2026-10-26
GoalVest Advisory LLC
DECREASED
Shares580 from 647
Change-67 (-10%)
Value$264.6K (-$44.4K)
Filed 2026-10-02
Pettinga Financial Advisors LLC
INCREASED
Shares578 from 519
Change+59 (+11%)
Value$263.5K (+$15.5K)
Filed 2026-10-13
Sather Financial Group Inc
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$263.7K (-$12.4K)
Filed 2026-10-30
Walker Asset Management, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$262.8K (-$12.3K)
Filed 2026-10-13
Carolina Wealth Management Inc
NEW
Shares574
Change+574
Value$261.9K
Filed 2026-10-29
First International Bank of Israel Ltd.
DECREASED
Shares574 from 735
Change-161 (-22%)
Value$261.9K (-$89.2K)
Filed 2026-11-04
Accelerate Investment Advisors LLC
DECREASED
Shares574 from 663
Change-89 (-13%)
Value$261.7K (-$54.8K)
Filed 2026-11-02
Hartmann Taylor Wealth Management, LLC
NEW
Shares571
Change+571
Value$260.5K
Filed 2026-10-14
Legacy Solutions, LLC
INCREASED
Shares571 from 566
Change+5 (+1%)
Value$260.6K (-$9.7K)
Filed 2026-10-07
LWM Advisors Inc
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$260.5K (-$12.2K)
Filed 2026-10-08
Davidson Kahn Capital Management, LLC
INCREASED
Shares570 from 523
Change+47 (+9%)
Value$260.0K (+$10.3K)
Filed 2026-10-26
MPS Loria Financial Planners, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$259.1K (-$12.1K)
Filed 2026-10-14
First Business Financial Services, Inc.
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$258.7K (-$12.1K)
Filed 2026-10-29
626 Financial, LLC
NEW
Shares566
Change+566
Value$258.3K
Filed 2026-11-04
City Center Advisors, LLC
INCREASED
Shares566 from 456
Change+110 (+24%)
Value$258.2K (+$40.4K)
Filed 2026-10-08
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$257.7K (-$12.1K)
Filed 2026-11-05
Foundry Financial LLC
NEW
Shares561
Change+561
Value$255.9K
Filed 2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED
Shares561 from 576
Change-15 (-3%)
Value$255.9K (-$19.2K)
Filed 2026-10-22
Marin Bay Wealth Advisors, LLC
NEW
Shares560
Change+560
Value$255.5K
Filed 2026-10-28
My Personal CFO, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$255.5K (-$12.0K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares558 from 410
Change+148 (+36%)
Value$254.6K (+$58.8K)
Filed 2026-10-29
Winnacle Wealth LLC
NEW
Shares555
Change+555
Value$253.0K
Filed 2026-10-15
True Wealth Design, LLC
INCREASED
Shares551 from 461
Change+90 (+20%)
Value$251.4K (+$31.2K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares551 from 497
Change+54 (+11%)
Value$251.4K (+$14.0K)
Filed 2026-10-23
LongView Wealth Management
INCREASED
Shares549 from 533
Change+16 (+3%)
Value$250.4K (-$4.1K)
Filed 2026-10-19
Artesa Financial Group, LLC
DECREASED
Shares543 from 572
Change-29 (-5%)
Value$247.7K (-$25.5K)
Filed 2026-10-29
Clearwater Capital Advisors, LLC
INCREASED
Shares542 from 481
Change+61 (+13%)
Value$247.3K (+$17.5K)
Filed 2026-11-06
Smith Shellnut Wilson LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$246.8K (-$11.6K)
Filed 2026-10-21
Atwood & Palmer Inc
NEW
Shares540
Change+540
Value$246.3K
Filed 2026-10-08
Leisure Capital Management
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$246.3K (-$11.5K)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$246.3K (-$11.5K)
Filed 2026-10-07
Capital Planning LLC
INCREASED
Shares538 from 521
Change+17 (+3%)
Value$246.0K (-$3.3K)
Filed 2026-10-09
NBH Bank
INCREASED
Shares538 from 535
Change+3 (+1%)
Value$245.4K (-$10.1K)
Filed 2026-11-05
Private Management Group Inc
INCREASED
Shares537 from 532
Change+5 (+1%)
Value$245.0K (-$9.1K)
Filed 2026-11-04
Golden Reserve Retirement LLC
NEW
Shares535
Change+535
Value$244.1K
Filed 2026-11-02
Orca Wealth Management, LLC
INCREASED
Shares534 from 428
Change+106 (+25%)
Value$243.6K (+$39.3K)
Filed 2026-10-14
Lewis Asset Management, LLC
INCREASED
Shares533 from 479
Change+54 (+11%)
Value$243.7K (+$15.0K)
Filed 2026-10-14
Morling Financial Advisors, LLC
INCREASED
Shares530 from 517
Change+13 (+3%)
Value$241.8K (-$5.1K)
Filed 2026-10-28
Decision Investments, Inc
INCREASED
Shares530 from 526
Change+4 (+1%)
Value$241.8K (-$9.4K)
Filed 2026-10-07
MBE Wealth Management, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$241.8K (-$11.3K)
Filed 2026-10-26
Coastline Trust Co
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$241.8K (-$11.3K)
Filed 2026-10-01
Invera Wealth Advisors, LLC
INCREASED
Shares529 from 490
Change+39 (+8%)
Value$241.3K (+$7.3K)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares529 from 525
Change+4 (+1%)
Value$241.3K (-$9.4K)
Filed 2026-10-30
Baring Financial LLC
NEW
Shares526
Change+526
Value$240.0K
Filed 2026-10-07
Hudock, Inc.
DECREASED
Shares526 from 557
Change-31 (-6%)
Value$240.2K (-$25.9K)
Filed 2026-10-14
Community Bank, N.A.
INCREASED
Shares526 from 516
Change+10 (+2%)
Value$240.0K (-$6.5K)
Filed 2026-11-06
WealthBridge Capital Management, LLC
INCREASED
Shares525 from 474
Change+51 (+11%)
Value$239.5K (+$13.2K)
Filed 2026-10-16
First Interstate Bank
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$239.5K (-$11.2K)
Filed 2026-10-23
Avity Investment Management Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$239.5K (-$11.2K)
Filed 2026-10-09
Prosperity Advisers, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$239.6K (-$11.1K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
INCREASED
Shares523 from 482
Change+41 (+9%)
Value$238.6K (+$8.4K)
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$238.1K (-$11.2K)
Filed 2026-10-01
Black Diamond Financial, LLC
DECREASED
Shares520 from 524
Change-4 (-1%)
Value$237.2K (-$13.0K)
Filed 2026-10-26
Evergreen Advisors, LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$236.3K (-$11.1K)
Filed 2026-10-28
First Bancorp, Inc
DECREASED
Shares515 from 576
Change-61 (-11%)
Value$234.9K (-$40.1K)
Filed 2026-10-26
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares515 from 507
Change+8 (+2%)
Value$234.9K (-$7.2K)
Filed 2026-11-04
Grant Street Asset Management, Inc.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$234.9K (-$11.0K)
Filed 2026-10-26
L. Roy Papp & Associates, LLP
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$234.9K (-$11.0K)
Filed 2026-10-21
Concord Asset Management, LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$234.5K (-$11.0K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares513 from 525
Change-12 (-2%)
Value$233.9K (-$17.1K)
Filed 2026-11-05
Old Peak Finance LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$233.6K (-$10.9K)
Filed 2026-11-02
Gray Private Wealth, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$233.6K (-$10.9K)
Filed 2026-10-28
Purewater Capital LLC
NEW
Shares511
Change+511
Value$233.1K
Filed 2026-10-23
McElhenny Sheffield Capital Management, LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$233.1K (-$10.9K)
Filed 2026-11-06
Verum Partners LLC
INCREASED
Shares510 from 483
Change+27 (+6%)
Value$232.5K (+$2.0K)
Filed 2026-10-21
Collective Family Office LLC
DECREASED
Shares509 from 525
Change-16 (-3%)
Value$232.2K (-$18.5K)
Filed 2026-10-05
NavPoint Financial, Inc.
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$231.7K (-$10.9K)
Filed 2026-10-21
Guidance Point Advisors, LLC
INCREASED
Shares507 from 506
Change+1 (+0%)
Value$231.4K (-$10.4K)
Filed 2026-10-15
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares505 from 453
Change+52 (+11%)
Value$230.4K (+$14.0K)
Filed 2026-11-06
Kelleher Financial Advisors
DECREASED
Shares505 from 520
Change-15 (-3%)
Value$230.5K (-$17.8K)
Filed 2026-10-30
Smithbridge Asset Management Inc
NEW
Shares503
Change+503
Value$229.5K
Filed 2026-10-19
Semus Wealth Partners LLC
DECREASED
Shares502 from 609
Change-107 (-18%)
Value$229.0K (-$61.8K)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
DECREASED
Shares502 from 514
Change-12 (-2%)
Value$229.0K (-$16.5K)
Filed 2026-10-21
Constitution Capital LLC
DECREASED
Shares500 from 700
Change-200 (-29%)
Value$228.1K (-$106.2K)
Filed 2026-10-23
TopTier Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$228.1K (-$10.7K)
Filed 2026-10-16
Gerald Baker Financial Group LLC
INCREASED
Shares497 from 481
Change+16 (+3%)
Value$226.7K (-$3.0K)
Filed 2026-10-09
Valued Retirements, Inc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$225.8K (-$10.6K)
Filed 2026-11-06
Rockline Wealth Management, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$225.8K (-$10.6K)
Filed 2026-10-26
Wealth Advisory Solutions, LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$225.4K (-$10.6K)
Filed 2026-10-20
Astra Wealth Partners LLC
NEW
Shares493
Change+493
Value$224.7K
Filed 2026-11-06
WestHill Financial Advisors, Inc.
DECREASED
Shares493 from 541
Change-48 (-9%)
Value$224.9K (-$33.5K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares493 from 498
Change-5 (-1%)
Value$224.9K (-$12.9K)
Filed 2026-10-15
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$224.9K (-$10.5K)
Filed 2026-10-26
25 LLC
NEW
Shares492
Change+492
Value$224.4K
Filed 2026-10-13
Ironwood Financial, llc
NEW
Shares492
Change+492
Value$224.4K
Filed 2026-10-20
Samalin Investment Counsel, LLC
DECREASED
Shares492 from 511
Change-19 (-4%)
Value$224.4K (-$19.8K)
Filed 2026-10-23
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$224.4K (-$10.5K)
Filed 2026-10-07
Godsey & Gibb, Inc
DECREASED
Shares491 from 620
Change-129 (-21%)
Value$224.0K (-$72.1K)
Filed 2026-10-14
Mlp3, LLC
INCREASED
Shares491 from 490
Change+1 (+0%)
Value$224.1K (-$10.1K)
Filed 2026-10-22
Paulson Wealth Management Inc.
DECREASED
Shares490 from 621
Change-131 (-21%)
Value$223.5K (-$73.0K)
Filed 2026-11-02
PW Nova Financial Services LLC
DECREASED
Shares488 from 513
Change-25 (-5%)
Value$222.6K (-$22.4K)
Filed 2026-10-15
Stolz & Associates, PS
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$222.6K (-$10.4K)
Filed 2026-11-05
Columbia Advisory Partners LLC
INCREASED
Shares486 from 476
Change+10 (+2%)
Value$221.7K (-$5.6K)
Filed 2026-10-15
Guardian Wealth Management, Inc.
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$221.7K (-$10.4K)
Filed 2026-10-30
Kennedy Investment Group, Inc.
INCREASED
Shares485 from 484
Change+1 (+0%)
Value$221.2K (-$10.1K)
Filed 2026-10-21
Compass Financial Group, Inc
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$220.8K (-$10.3K)
Filed 2026-10-13
Saxony Capital Management, LLC
DECREASED
Shares483 from 515
Change-32 (-6%)
Value$220.3K (-$25.6K)
Filed 2026-10-15
Cowa, LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$220.3K (-$10.3K)
Filed 2026-10-30
Genesee Capital Advisors, LLC
NEW
Shares482
Change+482
Value$219.9K
Filed 2026-10-20
Selective Wealth Management, Inc.
NEW
Shares480
Change+480
Value$202.8K
Filed 2026-10-16
Eagle Bay Advisors LLC
INCREASED
Shares478 from 464
Change+14 (+3%)
Value$218.5K (-$3.4K)
Filed 2026-10-16
Associated Banc-Corp
DECREASED
Shares476 from 500
Change-24 (-5%)
Value$217.1K (-$21.6K)
Filed 2026-10-30
Members Wealth LLC
DECREASED
Shares476 from 482
Change-6 (-1%)
Value$224.7K (-$5.4K)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares475 from 492
Change-17 (-3%)
Value$217 (-$234.8K)
Filed 2026-10-29
Helium Advisors LLC
INCREASED
Shares474 from 473
Change+1 (+0%)
Value$216.1K (-$9.9K)
Filed 2026-10-23
Liberty Atlantic Advisors LLC
NEW
Shares473
Change+473
Value$216.3K
Filed 2026-10-14
Univest Financial Corp
INCREASED
Shares473 from 449
Change+24 (+5%)
Value$215.9K (+$1.3K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares472 from 488
Change-16 (-3%)
Value$215.3K (-$17.7K)
Filed 2026-10-13
Kondo Wealth Advisors, Inc.
DECREASED
Shares470 from 542
Change-72 (-13%)
Value$214.4K (-$44.4K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$214.4K (-$9.9K)
Filed 2026-11-03
Michels Family Financial, LLC
DECREASED
Shares468 from 473
Change-5 (-1%)
Value$213.5K (-$12.4K)
Filed 2026-11-02
Successful Portfolios LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$226.0K (+$21.6K)
Filed 2026-10-09
North Capital, Inc.
DECREASED
Shares467 from 511
Change-44 (-9%)
Value$207.9K (-$35.3K)
Filed 2026-10-16
Leverty Financial Group, LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$212.6K (-$10.0K)
Filed 2026-10-08
Ulland Investment Advisors, LLC
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$213 (-$10)
Filed 2026-10-13
Elevation Wealth Partners, LLC
DECREASED
Shares463 from 470
Change-7 (-1%)
Value$211.1K (-$13.4K)
Filed 2026-10-07
Brown Miller Wealth Management, LLC
DECREASED
Shares462 from 516
Change-54 (-10%)
Value$210.8K (-$35.7K)
Filed 2026-11-02
Marathon Capital Management
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$210.8K (-$9.9K)
Filed 2026-10-23
Excalibur Management Corp
INCREASED
Shares461 from 424
Change+37 (+9%)
Value$210.5K (+$7.8K)
Filed 2026-11-02
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$210.3K (-$9.9K)
Filed 2026-11-02
Trust Co of Toledo NA
DECREASED
Shares460 from 487
Change-27 (-6%)
Value$209.8K (-$22.7K)
Filed 2026-10-16
Focus Wealth Advisors, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$209.8K (-$9.8K)
Filed 2026-10-14
Boston Trust Walden Corp
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$209.8K (-$9.8K)
Filed 2026-10-30
Vista Investment Partners II, LLC
DECREASED
Shares459 from 482
Change-23 (-5%)
Value$209.3K (-$20.8K)
Filed 2026-10-15
Momentous Wealth Management, Inc.
DECREASED
Shares459 from 460
Change-1 (0%)
Value$209.4K (-$10.3K)
Filed 2026-10-21
American Capital Advisory, LLC
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$209.4K (-$9.8K)
Filed 2026-10-28
Fortitude Family Office, LLC
INCREASED
Shares458 from 416
Change+42 (+10%)
Value$208.9K (+$10.3K)
Filed 2026-10-14
Solidarity Wealth, LLC
NEW
Shares456
Change+456
Value$208.0K
Filed 2026-10-15
Kellett Wealth Advisors, LLC
NEW
Shares456
Change+456
Value$208.0K
Filed 2026-10-15
RHS Financial, LLC
NEW
Shares456
Change+456
Value$208.0K
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
NEW
Shares456
Change+456
Value$208.0K
Filed 2026-10-14
August Group Capital Ltd
DECREASED
Shares456 from 469
Change-13 (-3%)
Value$208.0K (-$16.0K)
Filed 2026-10-14
Cap Partners, LLC
NEW
Shares454
Change+454
Value$207.1K
Filed 2026-10-19
Waycross Investment Management Co
DECREASED
Shares454 from 496
Change-42 (-8%)
Value$207.1K (-$29.8K)
Filed 2026-10-14
RS Crum Inc.
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$207.1K (-$9.7K)
Filed 2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$206.2K (-$9.7K)
Filed 2026-10-15
Verus Financial Partners, Inc.
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$206.2K (-$9.7K)
Filed 2026-10-29
Kwmg, LLC
NEW
Shares450
Change+450
Value$205.3K
Filed 2026-10-07
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares450 from 276
Change+174 (+63%)
Value$205.3K (+$73.5K)
Filed 2026-11-06
Compound Global Advisors, LLC
INCREASED
Shares450 from 370
Change+80 (+22%)
Value$205.3K (+$28.6K)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
DECREASED
Shares450 from 482
Change-32 (-7%)
Value$205.3K (-$24.9K)
Filed 2026-10-09
Hyposwiss Advisors SA
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$205.3K (-$9.6K)
Filed 2026-10-26
Integrated Capital Management, LLC
DECREASED
Shares449 from 454
Change-5 (-1%)
Value$204.8K (-$12.0K)
Filed 2026-10-23
Northern Capital Management, Inc.
DECREASED
Shares447 from 628
Change-181 (-29%)
Value$203.9K (-$96.5K)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
NEW
Shares446
Change+446
Value$203.2K
Filed 2026-11-03
Private Wealth Management Group, LLC
INCREASED
Shares445 from 400
Change+45 (+11%)
Value$203.0K (+$12.0K)
Filed 2026-10-19
Aegis Wealth Management, Inc.
DECREASED
Shares443 from 457
Change-14 (-3%)
Value$202.1K (-$16.2K)
Filed 2026-10-26
Family Office Research LLC
DECREASED
Shares442 from 496
Change-54 (-11%)
Value$201.6K (-$35.2K)
Filed 2026-10-14
Mirabaud & Cie SA
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$201.6K (-$9.5K)
Filed 2026-10-27
Creekside Partners
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$201.2K (-$9.4K)
Filed 2026-11-04
Palisade Asset Management, LLC
NEW
Shares439
Change+439
Value$200.3K
Filed 2026-11-03
Trust Co
INCREASED
Shares438 from 175
Change+263 (+150%)
Value$199.8K (+$116.2K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares434 from 433
Change+1 (+0%)
Value$197.8K (-$9.2K)
Filed 2026-11-05
Entrust Financial LLC
DECREASED
Shares432 from 438
Change-6 (-1%)
Value$197.1K (-$12.1K)
Filed 2026-11-04
Dorato Capital Management
DECREASED
Shares426 from 466
Change-40 (-9%)
Value$201.2K (-$1.1K)
Filed 2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$193.9K (-$9.1K)
Filed 2026-10-28
Livelsberger Financial Advisory
NEW
Shares409
Change+409
Value$186.4K
Filed 2026-10-28
Luken Investment Analytics, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$182.5K (-$8.6K)
Filed 2026-11-06
Peterson Wealth Services
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$179.3K (-$8.4K)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$173.8K (-$8.1K)
Filed 2026-10-14
KFG LLC
NEW
Shares375
Change+375
Value$171.1K
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares371 from 638
Change-267 (-42%)
Value$169.3K (-$135.4K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
DECREASED
Shares365 from 514
Change-149 (-29%)
Value$166.5K (-$79.0K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares352 from 317
Change+35 (+11%)
Value$160.6K (+$9.2K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$159.3K (-$7.5K)
Filed 2026-10-23
Evolution Wealth Management Inc.
INCREASED
Shares348 from 172
Change+176 (+102%)
Value$158.8K (+$76.6K)
Filed 2026-10-28
Torren Management, LLC
NEW
Shares345
Change+345
Value$157.4K
Filed 2026-10-29
Hoese & Co LLP
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$151.9K (-$7.1K)
Filed 2026-10-21
Essential Investment Partners LLC
NEW
Shares330
Change+330
Value$150.5K
Filed 2026-10-27
WealthPLAN Partners, LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$149.2K (-$7.0K)
Filed 2026-10-15
Vision Financial Markets LLC
INCREASED
Shares300 from 200
Change+100 (+50%)
Value$136.9K (+$41.3K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
DECREASED
Shares291 from 298
Change-7 (-2%)
Value$132.8K (-$9.6K)
Filed 2026-10-23
High Point Wealth Management, LLC
INCREASED
Shares289 from 60
Change+229 (+382%)
Value$131.9K (+$103.2K)
Filed 2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$130.9K (-$6.1K)
Filed 2026-11-06
Wolff Wiese Magana LLC
INCREASED
Shares284 from 268
Change+16 (+6%)
Value$129.6K (+$1.6K)
Filed 2026-10-15
DeDora Capital, Inc.
NEW
Shares277
Change+277
Value$126.4K
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares274 from 265
Change+9 (+3%)
Value$125.0K (-$1.6K)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
NEW
Shares273
Change+273
Value$124.5K
Filed 2026-11-03
Olistico Wealth, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$122.7K (-$5.8K)
Filed 2026-10-05
First Command Advisory Services, Inc.
DECREASED
Shares267 from 319
Change-52 (-16%)
Value$122.0K (-$30.4K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
INCREASED
Shares255 from 155
Change+100 (+65%)
Value$116.3K (+$42.3K)
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$103.2K (-$4.5K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares249 from 277
Change-28 (-10%)
Value$113.7K (-$18.7K)
Filed 2026-10-16
North Point Portfolio Managers Corp
NEW
Shares246
Change+246
Value$112.2K
Filed 2026-10-07
Markowski Investments
INCREASED
Shares244 from 70
Change+174 (+249%)
Value$111.3K (+$77.9K)
Filed 2026-10-30
Yankcom Partnership
DECREASED
Shares243 from 295
Change-52 (-18%)
Value$110.9K (-$30.0K)
Filed 2026-10-15
First Financial Corp
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$108.6K (-$5.1K)
Filed 2026-10-13
Clean Yield Group
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$108.1K (-$5.1K)
Filed 2026-10-28
Inspire Investing, LLC
DECREASED
Shares235 from 283
Change-48 (-17%)
Value$107.0K (-$28.2K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED
Shares231 from 170
Change+61 (+36%)
Value$105.4K (+$24.2K)
Filed 2026-11-02
RHL Group, LLC
INCREASED
Shares228 from 142
Change+86 (+61%)
Value$104.0K (+$36.1K)
Filed 2026-11-04
FNY Investment Advisers, LLC
INCREASED
Shares222 from 207
Change+15 (+7%)
Value$101 (+$3)
Filed 2026-10-16
MV Capital Management, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$97.6K (-$4.6K)
Filed 2026-10-29
Valued Wealth Advisors LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$97.4K (-$4.5K)
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares208 from 205
Change+3 (+1%)
Value$95.5K (+$4.4K)
Filed 2026-10-27
Gleason Group, Inc.
DECREASED
Shares204 from 245
Change-41 (-17%)
Value$93.1K (-$23.9K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
DECREASED
Shares200 from 509
Change-309 (-61%)
Value$91.2K (-$151.8K)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
DECREASED
Shares200 from 203
Change-3 (-1%)
Value$91.4K (-$5.6K)
Filed 2026-10-29
SBK Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$91.2K (-$4.3K)
Filed 2026-11-02
Mosley Wealth Management
DECREASED
Shares199 from 397
Change-198 (-50%)
Value$84.0K (-$105.6K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares199 from 197
Change+2 (+1%)
Value$91 (-$3)
Filed 2026-10-27
High Note Wealth, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$90.3K (-$4.2K)
Filed 2026-10-27
Aspect Partners, LLC
INCREASED
Shares196 from 195
Change+1 (+1%)
Value$89.6K (-$3.7K)
Filed 2026-10-20
Burkett Financial Services, LLC
NEW
Shares191
Change+191
Value$87.1K
Filed 2026-10-01
Baer Investment Advisory LLC
NEW
Shares178
Change+178
Value$81.2K
Filed 2026-10-13
Rydar Equities, Inc.
NEW
Shares175
Change+175
Value$82.6K
Filed 2026-10-13
Polaris Financial Partners
NEW
Shares172
Change+172
Value$79
Filed 2026-10-02
United Financial Planning Group LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$77.6K (-$3.6K)
Filed 2026-11-04
Manchester Capital Management LLC
DECREASED
Shares166 from 417
Change-251 (-60%)
Value$75.7K (-$123.4K)
Filed 2026-10-22
Maseco LLP
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$75.3K (-$3.3K)
Filed 2026-10-27
Towne Trust Company, N.a
DECREASED
Shares161 from 226
Change-65 (-29%)
Value$73.4K (-$34.5K)
Filed 2026-10-28
First United Bank & Trust
INCREASED
Shares157 from 140
Change+17 (+12%)
Value$71.6K (+$4.8K)
Filed 2026-10-22
Hughes Financial Services, LLC
INCREASED
Shares154 from 134
Change+20 (+15%)
Value$66.5K (+$2.5K)
Filed 2026-10-30
Fairman Group, LLC
INCREASED
Shares147 from 115
Change+32 (+28%)
Value$67.2K (+$12.2K)
Filed 2026-10-26
Kozak & Associates, Inc.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$62.0K (-$665)
Filed 2026-10-29
Gilpin Wealth Management, LLC
INCREASED
Shares136 from 39
Change+97 (+249%)
Value$62.0K (+$43.4K)
Filed 2026-10-09
Steph & Co
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$61.1K (-$2.9K)
Filed 2026-10-07
Noble Wealth Management PBC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$61.1K (-$2.9K)
Filed 2026-10-01
IMG Wealth Management, Inc.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$60.2K (-$2.8K)
Filed 2026-10-27
Tower Trust & Investment Co
DECREASED
Shares130 from 135
Change-5 (-4%)
Value$59.3K (-$5.2K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares129 from 6
Change+123 (+2050%)
Value$58.8K (+$56.0K)
Filed 2026-10-07
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares127 from 117
Change+10 (+9%)
Value$57.7K (+$1.7K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares126 from 94
Change+32 (+34%)
Value$57.5K (+$12.6K)
Filed 2026-10-15
Bangor Savings Bank
DECREASED
Shares122 from 182
Change-60 (-33%)
Value$55.7K (-$31.3K)
Filed 2026-10-06
Sunrise Financial Services, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$54.3K (-$2.5K)
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares116 from 40
Change+76 (+190%)
Value$52.9K (+$33.8K)
Filed 2026-11-03
Country Trust Bank
INCREASED
Shares114 from 92
Change+22 (+24%)
Value$52.0K (+$8.1K)
Filed 2026-10-30
SRH Advisors, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$51.5K (-$2.4K)
Filed 2026-10-22
Signature Resources Capital Management, LLC
INCREASED
Shares104 from 64
Change+40 (+63%)
Value$47.4K (+$16.9K)
Filed 2026-10-16
Transce3nd, LLC
INCREASED
Shares104 from 77
Change+27 (+35%)
Value$44.9K (+$11.5K)
Filed 2026-10-26
CGC Financial Services, LLC
DECREASED
Shares100 from 127
Change-27 (-21%)
Value$45.6K (-$15.0K)
Filed 2026-10-13
LAM Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$45.6K (-$2.1K)
Filed 2026-10-26
Creative Capital Management Investments LLC
INCREASED
Shares99 from 40
Change+59 (+148%)
Value$45.2K (+$26.1K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
INCREASED
Shares99 from 78
Change+21 (+27%)
Value$45.2K (+$7.9K)
Filed 2026-10-28
IAG Wealth Partners, LLC
INCREASED
Shares98 from 93
Change+5 (+5%)
Value$44.7K (+$293)
Filed 2026-11-06
180 GPS Investments IC Ltd
DECREASED
Shares97 from 8,711
Change-8,614 (-99%)
Value$44.3K (-$4.1M)
Filed 2026-11-06
StrongBox Wealth, LLC
INCREASED
Shares97 from 94
Change+3 (+3%)
Value$44.3K (-$642)
Filed 2026-11-02
Financial Freedom, LLC
NEW
Shares95
Change+95
Value$43.5K
Filed 2026-11-06
Washington Trust Advisors, Inc.
INCREASED
Shares95 from 92
Change+3 (+3%)
Value$43.4K (-$603)
Filed 2026-10-22
Nvest Wealth Strategies, Inc.
INCREASED
Shares92 from 80
Change+12 (+15%)
Value$42.0K (+$3.8K)
Filed 2026-10-14
PFS Partners, LLC
INCREASED
Shares91 from 90
Change+1 (+1%)
Value$41.3K (-$1.9K)
Filed 2026-10-21
Islay Capital Management, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$41.1K (-$1.9K)
Filed 2026-10-20
Coston, McIsaac & Partners
DECREASED
Shares88 from 100
Change-12 (-12%)
Value$40.1K (+$40.1K)
Filed 2026-11-06
Heritage Family Offices, LLP
NEW
Shares82
Change+82
Value$37.4K
Filed 2026-11-02
Owl Creek Wealth Partners LLC
DECREASED
Shares80 from 86
Change-6 (-7%)
Value$36.5K (-$4.6K)
Filed 2026-10-20
Main Street Group, LTD
INCREASED
Shares78 from 66
Change+12 (+18%)
Value$35.5K (+$4.0K)
Filed 2026-10-28
Hurley Capital, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$34.8K (-$1.5K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$34.4K ($0)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$32.0K (-$1.4K)
Filed 2026-11-03
Tsfg, LLC
DECREASED
Shares69 from 560
Change-491 (-88%)
Value$31 (-$267.0K)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$29.7K (+$9.9K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$29.2K (-$1.4K)
Filed 2026-10-15
Canton Hathaway, LLC
INCREASED
Shares63 from 56
Change+7 (+13%)
Value$28.7K (+$2.0K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$28.3K (-$1.3K)
Filed 2026-10-15
Davis Capital Management
INCREASED
Shares61 from 58
Change+3 (+5%)
Value$27.8K (+$129)
Filed 2026-10-08
Fiduciary Advisors, Inc.
INCREASED
Shares60 from 20
Change+40 (+200%)
Value$27.4K (+$17.8K)
Filed 2026-10-16
Richardson Capital Management LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$26.0K (-$1.2K)
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$24.7K (-$1.2K)
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares50
Change+50
Value$22.8K
Filed 2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$22.8K (-$1.1K)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$22.8K (-$1.1K)
Filed 2026-10-30
Bulwark Capital Corp
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$21.9K (-$1.0K)
Filed 2026-10-13
Horizon Financial Services, LLC
DECREASED
Shares46 from 56
Change-10 (-18%)
Value$21.0K (-$5.8K)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$20 (-$1)
Filed 2026-11-04
Duncker Streett & Co Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$21.0K (-$983)
Filed 2026-10-27
Kentucky Trust Co
INCREASED
Shares45 from 43
Change+2 (+5%)
Value$20.5K (-$7)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$20.5K (-$962)
Filed 2026-10-21
Clark Wealth Partners
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$19.7K (-$912)
Filed 2026-10-19
First Premier Bank
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$17 (-$1)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares35 from 11
Change+24 (+218%)
Value$16.0K (+$10.7K)
Filed 2026-10-20
Sfam, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$16.0K (-$748)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$16.0K (-$748)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$13.2K (-$620)
Filed 2026-10-21
NorthAvenue LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$12.8K (-$598)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$12.8K (-$599)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares26 from 41
Change-15 (-37%)
Value$11.9K (-$7.7K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$11.4K (-$534)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$11.4K (-$534)
Filed 2026-10-23
Southern Michigan Bank & Trust
INCREASED
Shares23 from 15
Change+8 (+53%)
Value$10.5K (+$3.3K)
Filed 2026-10-19
Bare Financial Services, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$10.0K (-$471)
Filed 2026-11-04
Mascoma Wealth Management LLC
DECREASED
Shares20 from 21
Change-1 (-5%)
Value$9.1K (-$905)
Filed 2026-10-23
Reap Financial Group, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$9.2K (-$415)
Filed 2026-11-02
Salomon & Ludwin, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$9.1K (+$239)
Filed 2026-10-29
Mechanics Financial Corp
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$8.2K (-$385)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares17
Change+17
Value$7.8K
Filed 2026-10-19
DT Investment Partners, LLC
NEW
Shares17
Change+17
Value$7.8K
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$7.8K (-$364)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-14
Decker Retirement Planning Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.9K (-$326)
Filed 2026-10-19
Fairway Wealth LLC
NEW
Shares13
Change+13
Value$5.9K
Filed 2026-10-30
James T. Borello RIA
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$5.0K (-$235)
Filed 2026-10-16
Barrett & Company, Inc.
DECREASED
Shares10 from 13
Change-3 (-23%)
Value$4.6K (-$1.6K)
Filed 2026-10-22
Valley Wealth Managers, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.6K (-$214)
Filed 2026-10-09
Avion Wealth
DECREASED
Shares9 from 14
Change-5 (-36%)
Value$4 (-$2)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$4.1K (-$192)
Filed 2026-10-26
Horrell Capital Management, Inc.
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$3.7K (+$785)
Filed 2026-10-08
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$3.7K (-$171)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
DECREASED
Shares7 from 8
Change-1 (-12%)
Value$3.3K (-$513)
Filed 2026-11-02
Newton One Investments LLC
NEW
Shares6
Change+6
Value$2.7K
Filed 2026-10-14
Investors Research Corp
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$2.7K (-$606)
Filed 2026-10-07
Laurel Wealth Advisors LLC
NEW
Shares5
Change+5
Value$2.3K
Filed 2026-10-27
Carolina Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$2.3K
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$2.3K (+$1.3K)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.3K (-$107)
Filed 2026-10-22
Mountain Hill Investment Partners Corp.
NEW
Shares3
Change+3
Value$1.4K
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares3
Change+3
Value$1.4K
Filed 2026-10-23
4Thought Financial Group Inc.
NEW
Shares1
Change+1
Value$281
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$457 (-$21)
Filed 2026-10-23
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 116,200
Change-116,200 (-100%)
Value$0 (-$55.5M)
Filed 2026-11-04
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 25,303
Change-25,303 (-100%)
Value$0 (-$12.1M)
Filed 2026-11-03
Montaka Global Pty Ltd
CLOSED
Shares0 from 22,908
Change-22,908 (-100%)
Value$0 (-$10.9M)
Filed 2026-11-05
Dara Capital US, Inc.
CLOSED
Shares0 from 21,126
Change-21,126 (-100%)
Value$0 (-$10.1M)
Filed 2026-10-29
Two Creeks Capital Management, LP
CLOSED
Shares0 from 11,565
Change-11,565 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-08
Ariose Capital Management Ltd
CLOSED
Shares0 from 11,400
Change-11,400 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-02
Wealth Management Partners, LLC
CLOSED
Shares0 from 9,327
Change-9,327 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-21
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 8,317
Change-8,317 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-09
FDx Advisors, Inc.
CLOSED
Shares0 from 8,106
Change-8,106 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
Napean Trading & Investment Co (Singapore) PTE Ltd
CLOSED
Shares0 from 8,077
Change-8,077 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
CLOSED
Shares0 from 7,869
Change-7,869 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-14
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 7,800
Change-7,800 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,737
Change-7,737 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-03
Arbor Capital Management Inc
CLOSED
Shares0 from 6,578
Change-6,578 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-21
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 5,753
Change-5,753 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-09
Miura Global Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-05
Del-Sette Capital Management, LLC
CLOSED
Shares0 from 4,681
Change-4,681 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-23
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 4,056
Change-4,056 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-06
Dalton Investments, Inc.
CLOSED
Shares0 from 2,910
Change-2,910 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Saxon Interests, Inc.
CLOSED
Shares0 from 1,723
Change-1,723 (-100%)
Value$0 (-$822.9K)
Filed 2026-10-26
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,510
Change-1,510 (-100%)
Value$0 (-$721.1K)
Filed 2026-10-23
South Shore Capital Advisors
CLOSED
Shares0 from 1,157
Change-1,157 (-100%)
Value$0 (-$552.5K)
Filed 2026-10-20
Praxis Capital Management LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$525.3K)
Filed 2026-10-16
Shade Tree Advisors LLC
CLOSED
Shares0 from 1,094
Change-1,094 (-100%)
Value$0 (-$522.5K)
Filed 2026-10-22
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$488.1K)
Filed 2026-11-03
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 991
Change-991 (-100%)
Value$0 (-$473.3K)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 884
Change-884 (-100%)
Value$0 (-$374.8K)
Filed 2026-10-16
A4 Wealth Advisors LLC
CLOSED
Shares0 from 787
Change-787 (-100%)
Value$0 (-$375.8K)
Filed 2026-10-20
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 769
Change-769 (-100%)
Value$0 (-$367.3K)
Filed 2026-10-30
Graves Light Lenhart Wealth, Inc.
CLOSED
Shares0 from 752
Change-752 (-100%)
Value$0 (-$359.1K)
Filed 2026-10-09
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 747
Change-747 (-100%)
Value$0 (-$356.5K)
Filed 2026-11-05
Eley Financial Management, Inc
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$347.2K)
Filed 2026-11-03
Equity Investment Corp
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$331.0K)
Filed 2026-11-04
Apeiron RIA LLC
CLOSED
Shares0 from 661
Change-661 (-100%)
Value$0 (-$315.9K)
Filed 2026-10-08
Wealth Advisors Northwest LLC
CLOSED
Shares0 from 593
Change-593 (-100%)
Value$0 (-$283.2K)
Filed 2026-10-29
Wellington Grp LLC
CLOSED
Shares0 from 556
Change-556 (-100%)
Value$0 (-$187.9K)
Filed 2026-11-06
Cooper S Advisors, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$265.1K)
Filed 2026-11-03
Elite Life Management LLC
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$224.8K)
Filed 2026-11-06
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$247.9K)
Filed 2026-10-26
Cullen Investment Group, Ltd.
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$240.3K)
Filed 2026-10-13
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$238.1K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-29
Flywheel Private Wealth LLC
CLOSED
Shares0 from 481
Change-481 (-100%)
Value$0 (-$229.7K)
Filed 2026-11-02
Blue Line Capital, LLC / IL
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$229.2K)
Filed 2026-11-04
NTV Asset Management LLC
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-23
Shariaportfolio, Inc.
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-20
Lantz Financial LLC
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-15
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 459
Change-459 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-26
Prota Financial, LLC
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-08
Joel Adams & Associates, Inc.
CLOSED
Shares0 from 442
Change-442 (-100%)
Value$0 (-$211.1K)
Filed 2026-11-02
Rebalance, LLC
CLOSED
Shares0 from 438
Change-438 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-22
West Bancorporation Inc
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-29
Opus Financial Solutions LLC
CLOSED
Shares0 from 429
Change-429 (-100%)
Value$0 (-$204.9K)
Filed 2026-11-06
Bucket List Wealth Management, LLC
CLOSED
Shares0 from 429
Change-429 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-22
Whitaker-Myers Wealth Managers, Ltd.
CLOSED
Shares0 from 428
Change-428 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-09
Aldebaran Financial Inc.
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-06
Greenwood Gearhart LLC
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-02
Princeton Capital Management LLC
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-27
McNaughton Wealth Management, LLC
CLOSED
Shares0 from 421
Change-421 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-09
Ascent Wealth Partners, LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-23
Rockport Wealth LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-03
Guardcap Asset Management Ltd
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$166.7K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$160.9K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$147.6K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$104.5K)
Filed 2026-10-23
Merrithew & Thorsten Inc
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$98.0K)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$85.0K)
Filed 2026-10-20
Paladin Partners, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$71.6K)
Filed 2026-10-06
Founders Capital Management
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$66.4K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$61.6K)
Filed 2026-10-20
Midway Capital Research & Management
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$40.6K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$39.7K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$33.4K)
Filed 2026-10-26
Bayforest Capital Ltd
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$26.7K)
Filed 2026-11-03
Pacifica Partners Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-09
Maj Invest Holding A/S
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-27
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.9M (-$254.7K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$584.3K (-$325.3K)
Filed 2026-10-29
FMR LLC
N/A
Shares— from 58,937,551
Change-58,937,551 (-100%)
Value—
Capital World Investors
N/A
Shares— from 34,372,274
Change-34,372,274 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,829,286
Change-23,829,286 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 20,112,852
Change-20,112,852 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 17,210,604
Change-17,210,604 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,125,333
Change-16,125,333 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,847,816
Change-15,847,816 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,282,620
Change-15,282,620 (-100%)
Value—
Capital International Investors
N/A
Shares— from 11,676,869
Change-11,676,869 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,320,845
Change-11,320,845 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 10,687,770
Change-10,687,770 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 10,474,198
Change-10,474,198 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,567,964
Change-9,567,964 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 9,510,209
Change-9,510,209 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 9,261,509
Change-9,261,509 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 8,914,995
Change-8,914,995 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 8,008,470
Change-8,008,470 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,029,705
Change-7,029,705 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,011,592
Change-7,011,592 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,388,408
Change-6,388,408 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,383,164
Change-6,383,164 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 6,223,473
Change-6,223,473 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,184,369
Change-6,184,369 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,976,344
Change-5,976,344 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 5,755,556
Change-5,755,556 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,080,898
Change-5,080,898 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,964,720
Change-4,964,720 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,935,357
Change-4,935,357 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,900,192
Change-4,900,192 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 4,881,008
Change-4,881,008 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 4,423,550
Change-4,423,550 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,032,346
Change-4,032,346 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 3,925,440
Change-3,925,440 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,761,965
Change-3,761,965 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 3,745,597
Change-3,745,597 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,564,033
Change-3,564,033 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 3,536,218
Change-3,536,218 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 3,168,097
Change-3,168,097 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,014,900
Change-3,014,900 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 2,884,195
Change-2,884,195 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,818,252
Change-2,818,252 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,757,378
Change-2,757,378 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,657,044
Change-2,657,044 (-100%)
Value—
Situational Awareness LP
N/A
Shares— from 2,649,035
Change-2,649,035 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,543,520
Change-2,543,520 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,486,724
Change-2,486,724 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,474,456
Change-2,474,456 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,456,558
Change-2,456,558 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,349,022
Change-2,349,022 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 2,174,760
Change-2,174,760 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,134,689
Change-2,134,689 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,130,767
Change-2,130,767 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,124,629
Change-2,124,629 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 2,072,924
Change-2,072,924 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 2,004,572
Change-2,004,572 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,978,934
Change-1,978,934 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,933,095
Change-1,933,095 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,864,582
Change-1,864,582 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,860,966
Change-1,860,966 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,810,476
Change-1,810,476 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,772,353
Change-1,772,353 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,742,631
Change-1,742,631 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,692,413
Change-1,692,413 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 1,650,000
Change-1,650,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,629,884
Change-1,629,884 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,603,897
Change-1,603,897 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,592,445
Change-1,592,445 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,521,260
Change-1,521,260 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,500,473
Change-1,500,473 (-100%)
Value—
Lansdowne Partners (UK) LLP
N/A
Shares— from 1,475,803
Change-1,475,803 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,471,191
Change-1,471,191 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,446,478
Change-1,446,478 (-100%)
Value—
Dodge & COX
N/A
Shares— from 1,440,767
Change-1,440,767 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 1,429,355
Change-1,429,355 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,369,304
Change-1,369,304 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 1,329,941
Change-1,329,941 (-100%)
Value—
Windacre Partnership LLC
N/A
Shares— from 1,318,000
Change-1,318,000 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,303,412
Change-1,303,412 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 1,297,712
Change-1,297,712 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 1,290,000
Change-1,290,000 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,262,210
Change-1,262,210 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,232,733
Change-1,232,733 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 1,176,856
Change-1,176,856 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 1,172,725
Change-1,172,725 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,171,567
Change-1,171,567 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,171,436
Change-1,171,436 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,164,466
Change-1,164,466 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,157,635
Change-1,157,635 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 1,148,449
Change-1,148,449 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,127,237
Change-1,127,237 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 1,126,067
Change-1,126,067 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 1,109,430
Change-1,109,430 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,103,279
Change-1,103,279 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,098,992
Change-1,098,992 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 1,090,437
Change-1,090,437 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,082,574
Change-1,082,574 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,070,212
Change-1,070,212 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,065,259
Change-1,065,259 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,061,906
Change-1,061,906 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 1,024,189
Change-1,024,189 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 1,010,486
Change-1,010,486 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,009,852
Change-1,009,852 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 1,007,480
Change-1,007,480 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 984,500
Change-984,500 (-100%)
Value—
Voyager Global Management LP
N/A
Shares— from 975,000
Change-975,000 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 960,732
Change-960,732 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 960,273
Change-960,273 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 945,101
Change-945,101 (-100%)
Value—
State Street Corp
N/A
Shares— from 922,710
Change-922,710 (-100%)
Value—
SurgoCap Partners LP
N/A
Shares— from 908,064
Change-908,064 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 907,778
Change-907,778 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 899,501
Change-899,501 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 891,025
Change-891,025 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 866,910
Change-866,910 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 851,361
Change-851,361 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 849,080
Change-849,080 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 846,379
Change-846,379 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 835,931
Change-835,931 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 825,650
Change-825,650 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 808,348
Change-808,348 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 790,751
Change-790,751 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 773,051
Change-773,051 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 764,867
Change-764,867 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 758,028
Change-758,028 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 754,685
Change-754,685 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 751,939
Change-751,939 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 739,821
Change-739,821 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 732,022
Change-732,022 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 711,757
Change-711,757 (-100%)
Value—
Longview Partners (Guernsey) LTD
N/A
Shares— from 706,120
Change-706,120 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 703,432
Change-703,432 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 683,962
Change-683,962 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 671,408
Change-671,408 (-100%)
Value—
Bamco Inc
N/A
Shares— from 667,698
Change-667,698 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 662,678
Change-662,678 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 649,774
Change-649,774 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 638,639
Change-638,639 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 634,447
Change-634,447 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 602,697
Change-602,697 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 597,256
Change-597,256 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 589,911
Change-589,911 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 589,680
Change-589,680 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 589,560
Change-589,560 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 588,562
Change-588,562 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 575,918
Change-575,918 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 572,450
Change-572,450 (-100%)
Value—
Dorsal Capital Management, LP
N/A
Shares— from 570,000
Change-570,000 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 565,700
Change-565,700 (-100%)
Value—
Softbank Group Corp.
N/A
Shares— from 565,000
Change-565,000 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 561,594
Change-561,594 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 559,772
Change-559,772 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 558,088
Change-558,088 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 539,035
Change-539,035 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 532,052
Change-532,052 (-100%)
Value—
Keywise Capital Management (HK) Ltd
N/A
Shares— from 528,600
Change-528,600 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 525,939
Change-525,939 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 522,158
Change-522,158 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 521,480
Change-521,480 (-100%)
Value—
Aviva PLC
N/A
Shares— from 516,834
Change-516,834 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 510,999
Change-510,999 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 505,628
Change-505,628 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 501,210
Change-501,210 (-100%)
Value—
XN LP
N/A
Shares— from 498,690
Change-498,690 (-100%)
Value—
Perseverance Asset Management International
N/A
Shares— from 498,500
Change-498,500 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 494,195
Change-494,195 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 491,974
Change-491,974 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 489,910
Change-489,910 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 486,273
Change-486,273 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 484,461
Change-484,461 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 483,590
Change-483,590 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 482,286
Change-482,286 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 476,245
Change-476,245 (-100%)
Value—
Third Point LLCA
N/A
Shares— from 460,000
Change-460,000 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 459,643
Change-459,643 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 457,045
Change-457,045 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 456,810
Change-456,810 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 452,800
Change-452,800 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 447,169
Change-447,169 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 440,842
Change-440,842 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 438,732
Change-438,732 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 434,582
Change-434,582 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 425,753
Change-425,753 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 422,549
Change-422,549 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 418,030
Change-418,030 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 411,476
Change-411,476 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 410,569
Change-410,569 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 399,158
Change-399,158 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 393,733
Change-393,733 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 389,578
Change-389,578 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 383,540
Change-383,540 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 381,083
Change-381,083 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 372,800
Change-372,800 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 369,961
Change-369,961 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 363,200
Change-363,200 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 360,890
Change-360,890 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 359,158
Change-359,158 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 356,521
Change-356,521 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 347,119
Change-347,119 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 344,465
Change-344,465 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 343,221
Change-343,221 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 333,468
Change-333,468 (-100%)
Value—
Strategy Capital LLC
N/A
Shares— from 331,597
Change-331,597 (-100%)
Value—
North of South Capital LLP
N/A
Shares— from 330,957
Change-330,957 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 329,546
Change-329,546 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 323,254
Change-323,254 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 320,389
Change-320,389 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 317,806
Change-317,806 (-100%)
Value—
EFG International AG
N/A
Shares— from 310,962
Change-310,962 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 310,466
Change-310,466 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 309,088
Change-309,088 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 304,627
Change-304,627 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 303,435
Change-303,435 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 298,758
Change-298,758 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 298,755
Change-298,755 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 298,632
Change-298,632 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 296,647
Change-296,647 (-100%)
Value—
Analog Century Management LP
N/A
Shares— from 296,487
Change-296,487 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 296,263
Change-296,263 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 293,899
Change-293,899 (-100%)
Value—
Advent International, L.P.
N/A
Shares— from 292,875
Change-292,875 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 290,034
Change-290,034 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 274,639
Change-274,639 (-100%)
Value—
Summitry LLC
N/A
Shares— from 274,507
Change-274,507 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 268,857
Change-268,857 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 267,676
Change-267,676 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 265,365
Change-265,365 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 264,817
Change-264,817 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 263,227
Change-263,227 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 261,799
Change-261,799 (-100%)
Value—
SRS Investment Management, LLC
N/A
Shares— from 261,301
Change-261,301 (-100%)
Value—
Forest Avenue Capital Management LP
N/A
Shares— from 257,965
Change-257,965 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 254,347
Change-254,347 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 254,175
Change-254,175 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 252,666
Change-252,666 (-100%)
Value—
Avala Global LP
N/A
Shares— from 250,760
Change-250,760 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 246,513
Change-246,513 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 245,600
Change-245,600 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 243,543
Change-243,543 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 240,719
Change-240,719 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 239,853
Change-239,853 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 239,577
Change-239,577 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 234,645
Change-234,645 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 232,711
Change-232,711 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 228,429
Change-228,429 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 227,600
Change-227,600 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 227,114
Change-227,114 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 226,936
Change-226,936 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 225,949
Change-225,949 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 222,645
Change-222,645 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 221,093
Change-221,093 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 216,210
Change-216,210 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 214,827
Change-214,827 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 210,658
Change-210,658 (-100%)
Value—
Headwater Capital Co Ltd
N/A
Shares— from 210,000
Change-210,000 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 207,153
Change-207,153 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 206,836
Change-206,836 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 205,659
Change-205,659 (-100%)
Value—
Rdst Capital LLC
N/A
Shares— from 203,998
Change-203,998 (-100%)
Value—
Trybe Capital Management LP
N/A
Shares— from 202,276
Change-202,276 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 201,439
Change-201,439 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 200,306
Change-200,306 (-100%)
Value—
M37 Management LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 199,480
Change-199,480 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 198,967
Change-198,967 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 198,846
Change-198,846 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 193,229
Change-193,229 (-100%)
Value—
BNP Paribas
N/A
Shares— from 192,576
Change-192,576 (-100%)
Value—
Coalescence Partners Investment Management, LP
N/A
Shares— from 191,834
Change-191,834 (-100%)
Value—
Blair William & Co
N/A
Shares— from 191,662
Change-191,662 (-100%)
Value—
Joho Capital LLC
N/A
Shares— from 190,100
Change-190,100 (-100%)
Value—
NWI Management LP
N/A
Shares— from 189,000
Change-189,000 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 186,555
Change-186,555 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 185,771
Change-185,771 (-100%)
Value—
Crow's Nest Holdings LP
N/A
Shares— from 185,000
Change-185,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 181,238
Change-181,238 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 181,038
Change-181,038 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 180,510
Change-180,510 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 179,777
Change-179,777 (-100%)
Value—
Kensico Capital Management Corp
N/A
Shares— from 179,500
Change-179,500 (-100%)
Value—
Newbrook Capital Advisors LP
N/A
Shares— from 175,717
Change-175,717 (-100%)
Value—
Infinitum Asset Management, LLC
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 172,009
Change-172,009 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 171,703
Change-171,703 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 167,506
Change-167,506 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 166,777
Change-166,777 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 165,554
Change-165,554 (-100%)
Value—
Greenoaks LLC
N/A
Shares— from 165,000
Change-165,000 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 163,108
Change-163,108 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 162,723
Change-162,723 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 162,723
Change-162,723 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 162,372
Change-162,372 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 161,576
Change-161,576 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 161,305
Change-161,305 (-100%)
Value—
Fifthdelta Ltd
N/A
Shares— from 159,486
Change-159,486 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 159,102
Change-159,102 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 158,462
Change-158,462 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 158,437
Change-158,437 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 157,801
Change-157,801 (-100%)
Value—
Yong Rong (HK) Asset Management Ltd
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Varenne Capital Partners
N/A
Shares— from 153,341
Change-153,341 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 152,499
Change-152,499 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 152,155
Change-152,155 (-100%)
Value—
&partners
N/A
Shares— from 151,689
Change-151,689 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 150,337
Change-150,337 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 146,102
Change-146,102 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 143,900
Change-143,900 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 142,610
Change-142,610 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 141,665
Change-141,665 (-100%)
Value—
Long Walk Management LP
N/A
Shares— from 141,250
Change-141,250 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 140,750
Change-140,750 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 139,789
Change-139,789 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 138,845
Change-138,845 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 137,495
Change-137,495 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 135,313
Change-135,313 (-100%)
Value—
Charles-Lim Capital Ltd
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 130,109
Change-130,109 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 129,333
Change-129,333 (-100%)
Value—
Marcho Partners LLP
N/A
Shares— from 128,571
Change-128,571 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 127,744
Change-127,744 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 127,038
Change-127,038 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 126,214
Change-126,214 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 123,753
Change-123,753 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 123,250
Change-123,250 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 123,170
Change-123,170 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 123,108
Change-123,108 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 122,162
Change-122,162 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 121,772
Change-121,772 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 120,904
Change-120,904 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 120,626
Change-120,626 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 120,619
Change-120,619 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 119,832
Change-119,832 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 117,809
Change-117,809 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 116,091
Change-116,091 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 116,018
Change-116,018 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 114,859
Change-114,859 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 114,820
Change-114,820 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 114,742
Change-114,742 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 113,327
Change-113,327 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 112,800
Change-112,800 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 112,327
Change-112,327 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 112,035
Change-112,035 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 111,924
Change-111,924 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 111,481
Change-111,481 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 111,407
Change-111,407 (-100%)
Value—
Dream Peak Capital Ltd
N/A
Shares— from 111,059
Change-111,059 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 110,383
Change-110,383 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 108,917
Change-108,917 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 108,476
Change-108,476 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 108,077
Change-108,077 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 107,889
Change-107,889 (-100%)
Value—
Bornite Capital Management LP
N/A
Shares— from 106,940
Change-106,940 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 106,646
Change-106,646 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 106,381
Change-106,381 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 106,282
Change-106,282 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 105,499
Change-105,499 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 105,451
Change-105,451 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 105,244
Change-105,244 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 101,242
Change-101,242 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 101,087
Change-101,087 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 101,000
Change-101,000 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Dnca Finance
N/A
Shares— from 99,660
Change-99,660 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 99,587
Change-99,587 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 99,065
Change-99,065 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 99,000
Change-99,000 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 98,182
Change-98,182 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 98,125
Change-98,125 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 96,452
Change-96,452 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 94,517
Change-94,517 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 94,275
Change-94,275 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 93,806
Change-93,806 (-100%)
Value—
Fairfax Financial Holdings LTD/ CAN
N/A
Shares— from 93,700
Change-93,700 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 93,243
Change-93,243 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 92,038
Change-92,038 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 90,932
Change-90,932 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 90,448
Change-90,448 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 90,370
Change-90,370 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 90,309
Change-90,309 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 90,051
Change-90,051 (-100%)
Value—
Guardian Point Capital, LP
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 88,463
Change-88,463 (-100%)
Value—
Monolith Management Ltd
N/A
Shares— from 88,450
Change-88,450 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 88,008
Change-88,008 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 87,303
Change-87,303 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 86,109
Change-86,109 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 84,453
Change-84,453 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 83,285
Change-83,285 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 83,195
Change-83,195 (-100%)
Value—
Greenwoods Asset Management Hong Kong Ltd.
N/A
Shares— from 83,052
Change-83,052 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 82,727
Change-82,727 (-100%)
Value—
Hcep Management Ltd
N/A
Shares— from 81,800
Change-81,800 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 81,493
Change-81,493 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 80,628
Change-80,628 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 80,462
Change-80,462 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 80,383
Change-80,383 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 80,128
Change-80,128 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 79,068
Change-79,068 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 78,522
Change-78,522 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 78,430
Change-78,430 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 78,148
Change-78,148 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 77,910
Change-77,910 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 77,162
Change-77,162 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 77,008
Change-77,008 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 76,412
Change-76,412 (-100%)
Value—
Gavilan Investment Partners LLC
N/A
Shares— from 76,000
Change-76,000 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 75,890
Change-75,890 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 75,769
Change-75,769 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 73,055
Change-73,055 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 72,859
Change-72,859 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 72,621
Change-72,621 (-100%)
Value—
7G Capital Management, LLC
N/A
Shares— from 72,500
Change-72,500 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 72,221
Change-72,221 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 71,955
Change-71,955 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 71,023
Change-71,023 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 70,786
Change-70,786 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 70,677
Change-70,677 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 70,050
Change-70,050 (-100%)
Value—
Rivermont Capital Management LP
N/A
Shares— from 69,725
Change-69,725 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 69,554
Change-69,554 (-100%)
Value—
Grafton Street Partners Management Company, LLC
N/A
Shares— from 68,899
Change-68,899 (-100%)
Value—
Lynwood Price Capital Management LP
N/A
Shares— from 68,500
Change-68,500 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 68,039
Change-68,039 (-100%)
Value—
Commerce Bank
N/A
Shares— from 67,679
Change-67,679 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 67,154
Change-67,154 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 66,773
Change-66,773 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 66,353
Change-66,353 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 66,236
Change-66,236 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 66,025
Change-66,025 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 65,597
Change-65,597 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 65,578
Change-65,578 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 64,637
Change-64,637 (-100%)
Value—
Ketron Financial
N/A
Shares— from 63,766
Change-63,766 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 63,692
Change-63,692 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 62,849
Change-62,849 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 62,505
Change-62,505 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 62,160
Change-62,160 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 61,658
Change-61,658 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 61,210
Change-61,210 (-100%)
Value—
Stephens Inc
N/A
Shares— from 60,937
Change-60,937 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 59,700
Change-59,700 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 59,563
Change-59,563 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 59,520
Change-59,520 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 59,468
Change-59,468 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 59,274
Change-59,274 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 59,225
Change-59,225 (-100%)
Value—
Triavera Capital LLC
N/A
Shares— from 57,996
Change-57,996 (-100%)
Value—
H Squared Management LP
N/A
Shares— from 57,819
Change-57,819 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 56,887
Change-56,887 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 56,650
Change-56,650 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 55,975
Change-55,975 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 55,831
Change-55,831 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 55,700
Change-55,700 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 55,532
Change-55,532 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 55,169
Change-55,169 (-100%)
Value—
Pelham Capital Ltd.
N/A
Shares— from 54,000
Change-54,000 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 53,734
Change-53,734 (-100%)
Value—
No Street GP LP
N/A
Shares— from 53,691
Change-53,691 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 53,472
Change-53,472 (-100%)
Value—
CAT Rock Capital Management LP
N/A
Shares— from 52,976
Change-52,976 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 52,870
Change-52,870 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 52,000
Change-52,000 (-100%)
Value—
Fact Capital, LP
N/A
Shares— from 51,891
Change-51,891 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 51,236
Change-51,236 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 51,186
Change-51,186 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 50,568
Change-50,568 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 50,431
Change-50,431 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 50,379
Change-50,379 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
DeepCurrents Investment Group LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 49,735
Change-49,735 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 49,700
Change-49,700 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 49,353
Change-49,353 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 49,233
Change-49,233 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 48,719
Change-48,719 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 48,685
Change-48,685 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 48,346
Change-48,346 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 48,314
Change-48,314 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 48,237
Change-48,237 (-100%)
Value—
Fernbridge Capital Management LP
N/A
Shares— from 47,847
Change-47,847 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 47,818
Change-47,818 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 47,543
Change-47,543 (-100%)
Value—
MY.Alpha Management HK Advisors Ltd
N/A
Shares— from 47,160
Change-47,160 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 47,110
Change-47,110 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 47,007
Change-47,007 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 46,224
Change-46,224 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 45,941
Change-45,941 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 45,797
Change-45,797 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 45,094
Change-45,094 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 45,010
Change-45,010 (-100%)
Value—
Kingdon Capital Management, L.L.C.
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 44,966
Change-44,966 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 44,929
Change-44,929 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 44,700
Change-44,700 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 44,598
Change-44,598 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 44,500
Change-44,500 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 43,990
Change-43,990 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 43,938
Change-43,938 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 43,744
Change-43,744 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 43,547
Change-43,547 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 43,492
Change-43,492 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 42,903
Change-42,903 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 42,368
Change-42,368 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 41,876
Change-41,876 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 41,856
Change-41,856 (-100%)
Value—
Explore Capital Management, LLC
N/A
Shares— from 41,532
Change-41,532 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 41,440
Change-41,440 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 41,307
Change-41,307 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 41,210
Change-41,210 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 41,117
Change-41,117 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 40,959
Change-40,959 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 40,789
Change-40,789 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 39,811
Change-39,811 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 39,396
Change-39,396 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 39,358
Change-39,358 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 38,958
Change-38,958 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 38,162
Change-38,162 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 38,127
Change-38,127 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 38,040
Change-38,040 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 37,927
Change-37,927 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 37,890
Change-37,890 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 37,652
Change-37,652 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 37,551
Change-37,551 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 37,450
Change-37,450 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 37,413
Change-37,413 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 37,047
Change-37,047 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 37,013
Change-37,013 (-100%)
Value—
Governors Lane LP
N/A
Shares— from 36,869
Change-36,869 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 36,550
Change-36,550 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 36,193
Change-36,193 (-100%)
Value—
Cadian Capital Management, LP
N/A
Shares— from 35,900
Change-35,900 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 35,864
Change-35,864 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 35,250
Change-35,250 (-100%)
Value—
KP Management LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 34,641
Change-34,641 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 34,525
Change-34,525 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 34,343
Change-34,343 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 34,167
Change-34,167 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 33,592
Change-33,592 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 33,566
Change-33,566 (-100%)
Value—
Central Asset Investments & Management Holdings (HK) Ltd
N/A
Shares— from 33,513
Change-33,513 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 33,129
Change-33,129 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 32,832
Change-32,832 (-100%)
Value—
Totem Point Management, LLC
N/A
Shares— from 32,684
Change-32,684 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 32,469
Change-32,469 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 32,263
Change-32,263 (-100%)
Value—
Altrafin AG
N/A
Shares— from 32,088
Change-32,088 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 31,962
Change-31,962 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 31,760
Change-31,760 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 31,569
Change-31,569 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 31,485
Change-31,485 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 31,300
Change-31,300 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 31,152
Change-31,152 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 31,095
Change-31,095 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 30,995
Change-30,995 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 30,840
Change-30,840 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,549
Change-30,549 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 30,010
Change-30,010 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 29,716
Change-29,716 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 29,623
Change-29,623 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 29,354
Change-29,354 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 29,242
Change-29,242 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 29,234
Change-29,234 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 29,100
Change-29,100 (-100%)
Value—
Bluegrass Capital Partners LP
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Allianz SE
N/A
Shares— from 28,945
Change-28,945 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 28,877
Change-28,877 (-100%)
Value—
GCM Grosvenor Holdings, LLC
N/A
Shares— from 28,796
Change-28,796 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 28,621
Change-28,621 (-100%)
Value—
Norges Bank
N/A
Shares— from 28,610
Change-28,610 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 28,580
Change-28,580 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 28,428
Change-28,428 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 28,373
Change-28,373 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 28,311
Change-28,311 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 27,670
Change-27,670 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 27,578
Change-27,578 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 27,520
Change-27,520 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 27,515
Change-27,515 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 27,324
Change-27,324 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 27,280
Change-27,280 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 27,179
Change-27,179 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 27,092
Change-27,092 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 27,092
Change-27,092 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 26,896
Change-26,896 (-100%)
Value—
Nwam LLC
N/A
Shares— from 26,622
Change-26,622 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 26,543
Change-26,543 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 26,170
Change-26,170 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 26,112
Change-26,112 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 26,048
Change-26,048 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 25,987
Change-25,987 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 25,956
Change-25,956 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 25,769
Change-25,769 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 25,677
Change-25,677 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 25,596
Change-25,596 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 25,418
Change-25,418 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 25,402
Change-25,402 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,390
Change-25,390 (-100%)
Value—
3G Capital Partners LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 24,839
Change-24,839 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 24,790
Change-24,790 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 24,785
Change-24,785 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 24,704
Change-24,704 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 24,376
Change-24,376 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 24,250
Change-24,250 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,238
Change-24,238 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 24,224
Change-24,224 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 24,206
Change-24,206 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 24,184
Change-24,184 (-100%)
Value—
Bayberry Capital Partners LP
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,724
Change-23,724 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 23,194
Change-23,194 (-100%)
Value—
Octahedron Capital Management L.P.
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,886
Change-22,886 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 22,705
Change-22,705 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 22,612
Change-22,612 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 22,513
Change-22,513 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 22,392
Change-22,392 (-100%)
Value—
Bank OZK
N/A
Shares— from 22,159
Change-22,159 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 21,917
Change-21,917 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 21,897
Change-21,897 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 21,656
Change-21,656 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 21,482
Change-21,482 (-100%)
Value—
Emmett Investment Management, LP
N/A
Shares— from 21,415
Change-21,415 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,139
Change-21,139 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 21,091
Change-21,091 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,054
Change-21,054 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 20,956
Change-20,956 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 20,811
Change-20,811 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 20,665
Change-20,665 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 20,537
Change-20,537 (-100%)
Value—
ING Groep NV
N/A
Shares— from 20,455
Change-20,455 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 20,352
Change-20,352 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 20,326
Change-20,326 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 20,267
Change-20,267 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 20,063
Change-20,063 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 20,014
Change-20,014 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 19,862
Change-19,862 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 19,764
Change-19,764 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 19,760
Change-19,760 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,599
Change-19,599 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 19,568
Change-19,568 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 19,413
Change-19,413 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,398
Change-19,398 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 19,147
Change-19,147 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 18,997
Change-18,997 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 18,654
Change-18,654 (-100%)
Value—
American Trust
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 18,459
Change-18,459 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 18,352
Change-18,352 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 18,341
Change-18,341 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 18,111
Change-18,111 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 18,004
Change-18,004 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 17,865
Change-17,865 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Ai-Squared Management Ltd
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Brilliance Asset Management LTD
N/A
Shares— from 17,771
Change-17,771 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 17,721
Change-17,721 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 17,656
Change-17,656 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 17,624
Change-17,624 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 17,532
Change-17,532 (-100%)
Value—
Tenzing Global Management, LLC
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 17,350
Change-17,350 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 17,243
Change-17,243 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 16,976
Change-16,976 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 16,894
Change-16,894 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 16,395
Change-16,395 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 16,384
Change-16,384 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 16,177
Change-16,177 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 15,989
Change-15,989 (-100%)
Value—
Incline Global Management LLC
N/A
Shares— from 15,987
Change-15,987 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 15,963
Change-15,963 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 15,884
Change-15,884 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,773
Change-15,773 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 15,510
Change-15,510 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 15,445
Change-15,445 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 15,422
Change-15,422 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 15,379
Change-15,379 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 15,378
Change-15,378 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 15,333
Change-15,333 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 15,323
Change-15,323 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 15,231
Change-15,231 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 15,133
Change-15,133 (-100%)
Value—
Biglari, SardarA
N/A
Shares— from 15,111
Change-15,111 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 15,053
Change-15,053 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 15,013
Change-15,013 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,964
Change-14,964 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 14,851
Change-14,851 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 14,739
Change-14,739 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 14,632
Change-14,632 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,620
Change-14,620 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 14,615
Change-14,615 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 14,511
Change-14,511 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 14,251
Change-14,251 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 14,005
Change-14,005 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 13,955
Change-13,955 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 13,946
Change-13,946 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 13,729
Change-13,729 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 13,663
Change-13,663 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 13,605
Change-13,605 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,228
Change-13,228 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 13,191
Change-13,191 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 12,948
Change-12,948 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,703
Change-12,703 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 12,584
Change-12,584 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 12,275
Change-12,275 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 12,259
Change-12,259 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,038
Change-12,038 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 11,888
Change-11,888 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 11,671
Change-11,671 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 11,665
Change-11,665 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 11,602
Change-11,602 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,469
Change-11,469 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 11,391
Change-11,391 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,377
Change-11,377 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 11,369
Change-11,369 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
CTC LLC
N/A
Shares— from 11,318
Change-11,318 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 11,193
Change-11,193 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,182
Change-11,182 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 11,094
Change-11,094 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Balance Capital Partners L.P.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,952
Change-10,952 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 10,446
Change-10,446 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,384
Change-10,384 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 10,366
Change-10,366 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 10,232
Change-10,232 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 10,117
Change-10,117 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 10,045
Change-10,045 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Boston Partners
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 9,913
Change-9,913 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 9,868
Change-9,868 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,738
Change-9,738 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 9,734
Change-9,734 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 9,678
Change-9,678 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 9,521
Change-9,521 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Dockside LLC
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Hood River Capital Management LLC
N/A
Shares— from 9,182
Change-9,182 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 9,046
Change-9,046 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 8,999
Change-8,999 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,970
Change-8,970 (-100%)
Value—
Candelo Capital Management LP
N/A
Shares— from 8,966
Change-8,966 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,863
Change-8,863 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Whitebark Investors LP
N/A
Shares— from 8,595
Change-8,595 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 8,582
Change-8,582 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 8,569
Change-8,569 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 8,422
Change-8,422 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 8,178
Change-8,178 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 8,025
Change-8,025 (-100%)
Value—
Prudential PLC
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,974
Change-7,974 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 7,966
Change-7,966 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 7,931
Change-7,931 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 7,928
Change-7,928 (-100%)
Value—
CIM, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,811
Change-7,811 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 7,778
Change-7,778 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,744
Change-7,744 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,661
Change-7,661 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,534
Change-7,534 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 7,229
Change-7,229 (-100%)
Value—
Crescent Park Management, L.P.
N/A
Shares— from 7,122
Change-7,122 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Expect Equity LLC
N/A
Shares— from 6,938
Change-6,938 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 6,819
Change-6,819 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 6,736
Change-6,736 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,867
Change-5,867 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,694
Change-5,694 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 5,589
Change-5,589 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 5,563
Change-5,563 (-100%)
Value—
SaddleRock Capital Management LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,483
Change-5,483 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,021
Change-5,021 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Absolute Gestao de Investimentos Ltda.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Stenham Asset Management Ltd
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Motco
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
AXA S.A.
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
FCA Corp
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Mirova
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 991
Change-991 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 981
Change-981 (-100%)
Value—
CNB Bank
N/A
Shares— from 975
Change-975 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 957
Change-957 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 949
Change-949 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 931
Change-931 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 925
Change-925 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 925
Change-925 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 915
Change-915 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 876
Change-876 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 859
Change-859 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 837
Change-837 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 820
Change-820 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 799
Change-799 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 769
Change-769 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 766
Change-766 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 760
Change-760 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 750
Change-750 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 734
Change-734 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 718
Change-718 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 711
Change-711 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 706
Change-706 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 680
Change-680 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 676
Change-676 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 665
Change-665 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 656
Change-656 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 656
Change-656 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 654
Change-654 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 640
Change-640 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 638
Change-638 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 614
Change-614 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 601
Change-601 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 592
Change-592 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 592
Change-592 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 592
Change-592 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 588
Change-588 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 581
Change-581 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 571
Change-571 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 567
Change-567 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 549
Change-549 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 538
Change-538 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Betterment LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 531
Change-531 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 530
Change-530 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 516
Change-516 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 511
Change-511 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 506
Change-506 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Centennial Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 494
Change-494 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Members Trust Co
N/A
Shares— from 485
Change-485 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 482
Change-482 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 467
Change-467 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 466
Change-466 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 461
Change-461 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Morgan Creek Capital Management, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 452
Change-452 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 450
Change-450 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
EQ LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Corient IA LP
N/A
Shares— from 440
Change-440 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 432
Change-432 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 429
Change-429 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 421
Change-421 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 392
Change-392 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 281
Change-281 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
OV Management LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 188
Change-188 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 154
Change-154 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 142
Change-142 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 131
Change-131 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 130
Change-130 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 127
Change-127 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 119
Change-119 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 112
Change-112 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 103
Change-103 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Biglari Capital Corp.A
N/A
Shares— from 100
Change-100 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 65
Change-65 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 36
Change-36 (-100%)
Value—
S&T Bank
N/A
Shares— from 35
Change-35 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 6
Change-6 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Sanders Capital, LLC
DECREASED24,455,97426,149,064-1,693,090-6%$12.5B$11.2B-$1.3B2026-11-02
Fisher Asset Management, LLC
INCREASED18,932,58718,866,198+66,389+0%$9.0B$8.6B-$373.1M2026-11-06
Bank of New York Mellon Corp
DECREASED6,922,0827,812,021-889,939-11%$3.7B$3.2B-$573.0M2026-11-05
PineStone Asset Management Inc.
DECREASED4,631,8924,959,994-328,102-7%$2.4B$2.1B-$255.2M2026-10-16
William Blair Investment Management, LLC
DECREASED4,586,9624,936,408-349,446-7%$2.4B$2.1B-$265.2M2026-11-06
Russell Investments Group, Ltd.
INCREASED4,057,8583,605,892+451,966+13%$1.7B$1.9B+$130.4M2026-11-06
Fiera Capital Corp
DECREASED3,175,9153,375,249-199,334-6%$1.6B$1.4B-$163.1M2026-11-06
Dimensional Fund Advisors LP
DECREASED3,100,6033,107,543-6,9400%$1.5B$1.4B-$69.6M2026-11-04
Barclays PLC
DECREASED2,919,8243,292,893-373,069-11%$1.6B$1.3B-$240.6M2026-11-06
LPL Financial LLC
INCREASED2,279,2532,203,052+76,201+3%$1.1B$1.0B-$12.3M2026-11-06
Citigroup Inc
DECREASED2,078,9523,347,667-1,268,715-38%$1.6B$948.4M-$650.3M2026-11-04
Principal Financial Group Inc
INCREASED1,971,8761,971,042+834+0%$941.3M$899.6M-$41.8M2026-11-02
Amundi
INCREASED1,968,1501,657,486+310,664+19%$791.6M$897.9M+$106.3M2026-11-06
Assenagon Asset Management S.A.
INCREASED1,717,5151,026,992+690,523+67%$490.5M$783.5M+$293.1M2026-10-15
DekaBank Deutsche Girozentrale
INCREASED1,711,9961,327,786+384,210+29%$418.7K$782.4K+$363.7K2026-10-27
Bahl & Gaynor LLC
INCREASED1,636,8561,405,699+231,157+16%$671.3M$746.7M+$75.4M2026-11-05
Deutsche Bank Ag\
DECREASED1,587,2161,588,382-1,1660%$758.6M$724.1M-$34.5M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,555,3201,386,385+168,935+12%$662.1M$710.9K-$661.4M2026-11-02
AMF Tjanstepension AB
DECREASED1,502,1061,555,194-53,088-3%$742.7M$685.2M-$57.5M2026-10-22
Swedbank AB
DECREASED1,381,1051,438,520-57,415-4%$687.0M$630.0M-$56.9M2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,210,323967,683+242,640+25%$458.3M$552.1M+$93.8M2026-10-29
Parnassus Investments, LLC
INCREASED1,187,107359,694+827,413+230%$171.8M$541.5M+$369.8M2026-10-22
PNC Financial Services Group, Inc.
INCREASED1,092,4491,066,627+25,822+2%$509.4M$498.4M-$11.0M2026-11-06
Mirova US LLC
DECREASED1,072,2601,137,112-64,852-6%$543.1M$489.2M-$53.9M2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED1,009,665996,829+12,836+1%$442.8M$463.6M+$20.8M2026-11-04
Mirae Asset Global Investments Co., Ltd.
DECREASED975,3011,082,496-107,195-10%$517.0M$444.9M-$72.0M2026-11-03
Ninety One UK Ltd
DECREASED962,2671,470,148-507,881-35%$702.1M$439.0M-$263.1M2026-10-15
Meitav Investment House LTD
INCREASED933,445841,661+91,784+11%$401.9M$425.8M+$24.0M2026-10-28
Trinity Street Asset Management LLP
DECREASED855,571930,851-75,280-8%$444.5M$390.3M-$54.2M2026-10-16
Vontobel Holding Ltd.
INCREASED810,948769,805+41,143+5%$367.6M$369.9M+$2.3M2026-10-16
Creative Planning
INCREASED768,436707,850+60,586+9%$338.0M$350.6M+$12.5M2026-11-02
Locust Wood Capital Advisers, LLC
INCREASED758,942705,818+53,124+8%$337.1M$346.2M+$9.1M2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED751,9871,106,266-354,279-32%$528.3M$343.0M-$185.3M2026-10-20
Prime Capital Management Co Ltd
UNCHANGED663,808663,80800%$317.0M$302.8M-$14.2M2026-11-06
Fort Washington Investment Advisors Inc
DECREASED653,095653,800-7050%$312.2M$297.9M-$14.3M2026-10-15
Geode Capital Management, LLC
INCREASED645,601626,103+19,498+3%$299.0M$294.5M-$4.5M2026-11-06
Canoe Financial LP
DECREASED642,620720,570-77,950-11%$344.1M$295.1M-$49.0M2026-10-21
Aberdeen Group plc
INCREASED642,465116,899+525,566+450%$55.8M$9.2M-$46.6M2026-11-06
Truist Financial Corp
INCREASED640,691611,030+29,661+5%$291.8M$292.3M+$467.6K2026-10-30
AGF Management LTD
INCREASED627,226624,253+2,973+0%$298.1M$286.1M-$12.0M2026-11-03
Allen Investment Management, LLC
DECREASED626,949642,057-15,108-2%$306.6M$286.0M-$20.6M2026-11-03
Candriam S.C.A.
INCREASED620,955605,672+15,283+3%$289.0M$284.3M-$4.7M2026-11-03
Arga Investment Management, LP
DECREASED600,986611,651-10,665-2%$292.1M$274.2M-$17.9M2026-10-30
Assetmark, Inc
INCREASED600,806597,043+3,763+1%$285.1M$274.1M-$11.0M2026-10-21
Thrivent Financial for Lutherans
DECREASED573,403574,629-1,2260%$264.3M$261.6K-$264.1M2026-11-05
Union Bancaire Privee, UBP SA
INCREASED555,093550,730+4,363+1%$233.5M$238.6M+$5.1M2026-11-04
C WorldWide Group Holding A/S
DECREASED533,365558,118-24,753-4%$266.5M$243.3K-$266.3M2026-11-04
Carrhae Capital LLP
INCREASED507,110414,556+92,554+22%$198.0M$231.3M+$33.4M2026-10-20
M&G Plc
INCREASED502,093451,917+50,176+11%$216.0M$229.0M+$12.9M2026-11-04
Aegon Asset Management UK PLC
DECREASED488,821507,542-18,721-4%$242.4M$223.0M-$19.4M2026-11-04
Imc-Chicago, LLC
DECREASED478,5421,149,192-670,650-58%$548.8M$218.3M-$330.5M2026-11-05
B. Metzler seel. Sohn & Co. AG
INCREASED470,448464,509+5,939+1%$221.8M$214.6M-$7.2M2026-10-30
Alphinity Investment Management Pty Ltd
DECREASED454,943662,245-207,302-31%$316.3M$207.5M-$108.7M2026-11-02
Cookson Peirce & Co Inc
DECREASED448,552450,703-2,1510%$215.2M$204.6M-$10.6M2026-10-30
Hyperion Asset Management Ltd
INCREASED447,377264,296+183,081+69%$126.2M$204.1M+$77.9M2026-10-20
Sustainable Growth Advisers, LP
INCREASED444,11890,462+353,656+391%$43.2M$202.6M+$159.4M2026-10-15
LBP AM SA
DECREASED438,294463,710-25,416-5%$221.5M$199.9M-$21.5M2026-11-06
WT Asset Management Ltd
DECREASED436,401456,906-20,505-4%$218.2M$199.1M-$19.1M2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED426,539437,543-11,004-3%$209.0M$194.6M-$14.4M2026-10-29
Sarasin & Partners LLP
DECREASED402,473529,518-127,045-24%$252.9M$183.6M-$69.3M2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED397,402379,211+18,191+5%$75.3M$89.4M+$14.1M2026-10-13
Flossbach VON Storch SE
INCREASED394,920386,030+8,890+2%$184.4M$180.2M-$4.2M2026-10-28
Chicago Capital, LLC
DECREASED382,729385,407-2,678-1%$184.1M$174.6M-$9.5M2026-10-13
ABN Amro Investment Solutions
INCREASED379,929300,346+79,583+27%$143.4M$173.3M+$29.9M2026-10-21
iA Global Asset Management Inc.
DECREASED367,659392,013-24,354-6%$187.2M$167.7K-$187.0M2026-10-29
US Bancorp \de\
DECREASED355,028363,753-8,725-2%$173.7M$162.0M-$11.8M2026-11-05
Lingotto Investment Management LLP
INCREASED353,243308,743+44,500+14%$147.4M$161.1M+$13.7M2026-10-27
Banque Pictet & CIE SA
DECREASED334,782360,580-25,798-7%$172.2M$152.7M-$19.5M2026-10-16
Sapient Capital LLC
INCREASED323,222255,676+67,546+26%$122.3M$147.8M+$25.5M2026-10-08
Commonwealth Equity Services, LLC
DECREASED321,555325,498-3,943-1%$155.4M$146.7M-$8.8M2026-11-02
Factory Mutual Insurance Co
DECREASED314,325316,675-2,350-1%$151.2M$143.4M-$7.8M2026-10-30
Generate Investment Management Ltd
INCREASED304,513214,587+89,926+42%$102.5M$138.9M+$36.4M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED293,606287,452+6,154+2%$137.3M$133.9K-$137.1M2026-11-02
TT International Asset Management LTD
INCREASED283,094220,407+62,687+28%$97.9M$129.1M+$31.2M2026-10-30
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED276,855276,275+580+0%$131.9M$126.3M-$5.6M2026-10-22
Mcdaniel Terry & Co
DECREASED268,814273,518-4,704-2%$130.6M$122.6M-$8.0M2026-11-05
Bank Pictet & Cie (Europe) AG
DECREASED260,438266,874-6,436-2%$127.5M$118.8M-$8.6M2026-10-20
Exchange Traded Concepts, LLC
INCREASED258,778252,911+5,867+2%$120.8M$118.1M-$2.7M2026-10-28
TD Waterhouse Canada Inc.
INCREASED257,581242,029+15,552+6%$107.6M$118.4M+$10.8M2026-10-16
Boston Common Asset Management, LLC
DECREASED254,658265,251-10,593-4%$126.7M$116.2M-$10.5M2026-10-13
Perpetual Ltd
DECREASED254,651294,694-40,043-14%$140.7M$116.2M-$24.6M2026-10-13
Raiffeisen Bank International AG
DECREASED251,953280,082-28,129-10%$127.5M$115.1M-$12.3M2026-10-28
Montrusco Bolton Investments Inc.
DECREASED251,239362,899-111,660-31%$173.3M$114.6M-$58.7M2026-10-13
Obermeyer Wealth Partners
DECREASED248,539250,513-1,974-1%$119.6M$113.4M-$6.3M2026-10-21
Lido Advisors, LLC
INCREASED241,441223,763+17,678+8%$107.1M$110.1M+$3.1M2026-11-04
Todd Asset Management LLC
INCREASED235,217218,389+16,828+8%$104.3M$107.3M+$3.0M2026-10-27
Schwartz Investment Counsel Inc
DECREASED234,350235,882-1,532-1%$112.7M$106.9M-$5.7M2026-10-26
Modera Wealth Management, LLC
DECREASED230,689242,019-11,330-5%$115.6M$105.2M-$10.3M2026-10-28
Kestra Advisory Services, LLC
INCREASED229,621205,009+24,612+12%$97.9M$104.8M+$6.8M2026-11-02
Crossmark Global Holdings, Inc.
DECREASED223,990245,867-21,877-9%$117.4M$102.2M-$15.2M2026-10-21
Hudson Edge Investment Partners Inc.
DECREASED219,303228,303-9,000-4%$109.0M$100.0M-$9.0M2026-10-28
Guinness Asset Management LTD
DECREASED203,933206,434-2,501-1%$97.2M$93.0M-$4.2M2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED202,230204,347-2,117-1%$89.3M$92.6M+$3.3M2026-10-13
Davidson Investment Advisors
DECREASED197,382200,103-2,721-1%$95.6M$90.0M-$5.5M2026-10-20
Blue Grotto Capital, LLC
INCREASED196,850184,668+12,182+7%$88.2M$89.8M+$1.6M2026-11-04
Kapitalo Investimentos Ltda
INCREASED193,644183,054+10,590+6%$87.4M$88.3M+$917.4K2026-10-20
AMI Asset Management Corp
DECREASED188,836195,360-6,524-3%$93.3M$86.1M-$7.2M2026-10-20
Sava Infond d.o.o.
INCREASED188,250175,220+13,030+7%$83.7M$85.9M+$2.2M2026-10-28
Pictet North America Advisors SA
INCREASED180,906178,783+2,123+1%$85.4M$82.5M-$2.9M2026-10-21
Pictet Asset Management Holding SA
DECREASED179,552337,162-157,610-47%$161.0M$81.9M-$79.1M2026-11-03
E. Ohman J:or Asset Management AB
INCREASED168,356151,891+16,465+11%$72.5M$76.8M+$4.3M2026-10-22
Y.D. More Investments Ltd
DECREASED165,256173,610-8,354-5%$82.9M$75.4M-$7.5M2026-11-02
Gladstone Capital Management LLP
DECREASED163,388169,817-6,429-4%$81.1M$74.5M-$6.6M2026-11-06
Ninety One North America, Inc.
INCREASED161,82498,931+62,893+64%$47.2M$73.8M+$26.6M2026-10-15
Oppenheimer Asset Management Inc.
DECREASED159,934169,291-9,357-6%$80.8M$73.0M-$7.9M2026-10-27
Fulton Breakefield Broenniman LLC
DECREASED155,762157,528-1,766-1%$75.2M$71.1M-$4.2M2026-11-03
J. L. Bainbridge & Co., Inc.
INCREASED151,015146,297+4,718+3%$69.9M$68.9M-$975.5K2026-10-20
Formuepleje A/S
INCREASED150,978147,992+2,986+2%$70.7M$68.9M-$1.8M2026-10-15
JIA Investment Alliance Pte. Ltd.
UNCHANGED150,700150,70000%$72.0M$68.7M-$3.2M2026-10-06
Academy Capital Management
DECREASED146,740148,602-1,862-1%$71.0M$66.9M-$4.0M2026-11-05
KBC Group NV
DECREASED140,919240,184-99,265-41%$114.7M$64.3K-$114.6M2026-10-22
Atria Investments, Inc
INCREASED139,829133,986+5,843+4%$64.0M$63.8M-$199.0K2026-10-15
Provident Investment Management, Inc.
DECREASED138,002139,649-1,647-1%$66.7M$63.0M-$3.7M2026-10-23
Oriental Harbor Investment Master Fund
INCREASED137,674137,289+385+0%$65.6M$62.8M-$2.8M2026-10-22
Asset Management One Co., Ltd.
DECREASED135,896152,054-16,158-11%$72.6M$62.0M-$10.6M2026-10-27
Loftus Peak Pty Ltd
INCREASED134,934129,033+5,901+5%$61.6M$61.6M-$66.7K2026-10-15
Deprince Race & Zollo Inc
DECREASED133,621154,671-21,050-14%$73.9M$61.0M-$12.9M2026-10-13
Oppenheimer & Co Inc
INCREASED133,582128,423+5,159+4%$61.3M$60.9M-$392.2K2026-10-26
Kornitzer Capital Management Inc
INCREASED131,339114,851+16,488+14%$54.8M$59.9M+$5.1M2026-11-03
Jordan Park Group LLC
UNCHANGED129,956129,95600%$62.1M$59.3M-$2.8M2026-11-06
Milestones Administradora de Recursos Ltda.
INCREASED127,032116,534+10,498+9%$55.7M$58.0M+$2.3M2026-10-21
Twin Peaks Capital Ltd
INCREASED126,930116,530+10,400+9%$55.7M$57.9M+$2.3M2026-11-03
Zevenbergen Capital Investments LLC
INCREASED125,498108,665+16,833+15%$51.9M$57.3M+$5.4M2026-10-08
Baskin Financial Services Inc.
DECREASED123,941126,947-3,006-2%$60.6K$56.5K-$4.1K2026-10-19
Achmea Investment Management B.V.
NEW121,929—+121,929——$55.7M—2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED118,993140,330-21,337-15%$67.0M$54.3M-$12.7M2026-10-05
Noesis Capital Mangement Corp
INCREASED117,403114,610+2,793+2%$54.7M$53.6M-$1.2M2026-10-26
Guyasuta Investment Advisors Inc
DECREASED117,280118,491-1,211-1%$56.6M$53.5M-$3.1M2026-10-15
Bailard, Inc.
DECREASED117,007117,803-796-1%$56.3M$53.4M-$2.9M2026-10-13
Vise Technologies, Inc.
INCREASED116,445107,319+9,126+9%$51.3M$53.1M+$1.9M2026-10-29
Norris Perne & French LLP
DECREASED116,176149,536-33,360-22%$71.4M$53.0M-$18.4M2026-10-23
Savant Capital, LLC
INCREASED115,94893,176+22,772+24%$38.4M$52.9M+$14.5M2026-11-06
Vantage Investment Partners, LLC
DECREASED113,673117,577-3,904-3%$56.2M$51.9M-$4.3M2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED113,07330,807+82,266+267%$14.7M$51.6M+$36.9M2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED112,154134,811-22,657-17%$64.4M$51.2M-$13.2M2026-10-29
FengHe Fund Management Pte. Ltd.
DECREASED109,586166,075-56,489-34%$79.3M$50.0M-$29.3M2026-11-02
Greenleaf Trust
DECREASED108,860110,378-1,518-1%$52.7M$49.7M-$3.1M2026-10-29
Eurizon Capital SGR S.p.A.
DECREASED108,833116,218-7,385-6%$54.2M$49.7M-$4.5M2026-11-06
Cardinal Capital Management, Inc.
INCREASED108,640107,564+1,076+1%$51.4M$49.6M-$1.8M2026-10-16
Ethic Inc.
INCREASED108,309100,553+7,756+8%$48.0M$49.4M+$1.4M2026-11-03
Daiwa Securities Group Inc.
DECREASED108,119336,289-228,170-68%$160.6M$49.3M-$111.3M2026-10-29
71 West Capital Partners
DECREASED107,262107,833-571-1%$51.5M$48.9M-$2.6M2026-11-04
AIA Group Ltd
DECREASED105,153124,444-19,291-15%$59.4M$48.0M-$11.5M2026-10-30
Nykredit A/S
DECREASED104,817163,854-59,037-36%$78.3M$47.8M-$30.4M2026-11-06
Mondrian Investment Partners LTD
INCREASED104,75388,581+16,172+18%$42.3M$47.8M+$5.5M2026-10-23
Fisher Funds Management LTD
INCREASED104,45965,978+38,481+58%$31.5M$47.7M+$16.1M2026-10-13
Moran Wealth Management, LLC
INCREASED103,869103,313+556+1%$49.3M$47.4M-$2.0M2026-10-22
Trust Co of Vermont
INCREASED103,720100,462+3,258+3%$48.0M$47.3M-$661.6K2026-10-21
John G Ullman & Associates Inc
DECREASED102,852107,860-5,008-5%$51.5M$46.9M-$4.6M2026-11-04
Diversify Wealth Management, LLC
DECREASED101,595109,964-8,369-8%$43.9M$42.9M-$986.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED101,595109,964-8,369-8%$43.9M$42.9M-$986.7K2026-10-20
Mawer Investment Management Ltd.
DECREASED98,997120,328-21,331-18%$57.5M$45.2M-$12.3M2026-11-06
Princeton Global Asset Management LLC
INCREASED98,97698,482+494+1%$47.0M$45.2M-$1.9M2026-10-21
Independent Financial Group, LLC
DECREASED98,40998,811-4020%$47.2M$44.9M-$2.3M2026-10-13
Farmers & Merchants Investments Inc
INCREASED97,97095,452+2,518+3%$45.6M$44.7M-$892.1K2026-10-22
MacKenzie Financial Corp
DECREASED97,656143,206-45,550-32%$68.4M$44.5M-$23.8M2026-11-02
Quadrant Capital Group LLC
INCREASED97,08596,427+658+1%$46.1M$43.2M-$2.8M2026-10-20
Zweig-DiMenna Associates LLC
INCREASED96,50364,728+31,775+49%$30.9M$44.0M+$13.1M2026-11-06
Artemis Investment Management LLP
INCREASED92,11284,877+7,235+9%$40.5M$42.0M+$1.5M2026-10-08
Makena Capital Management LLC
INCREASED91,92271,453+20,469+29%$34.1M$41.9M+$7.8M2026-11-06
M & L Capital Management Ltd
NEW91,480—+91,480——$41.7M—2026-10-26
Naples Global Advisors, LLC
DECREASED91,39993,518-2,119-2%$44.7M$41.8M-$3.0M2026-11-05
Leonteq Securities AG
DECREASED91,130106,886-15,756-15%$51.0M$41.6M-$9.5M2026-10-29
State of Michigan Retirement System
DECREASED89,100117,600-28,500-24%$56.2M$40.6M-$15.5M2026-10-27
Fifth Third Bancorp
INCREASED89,04776,697+12,350+16%$36.6M$40.6M+$4.0M2026-11-05
CIBC Asset Management Inc
INCREASED88,39016,607+71,783+432%$7.9M$40.0M+$32.0M2026-11-05
Meridian Wealth Management, LLC
INCREASED87,29687,014+282+0%$41.6M$39.8M-$1.7M2026-11-05
RWC Asset Advisors (US) LLC
DECREASED86,588151,606-65,018-43%$72.4M$39.5M-$32.9M2026-10-22
TB Alternative Assets Ltd.
DECREASED84,644158,390-73,746-47%$75.6M$38.6M-$37.0M2026-10-16
Davenport & Co LLC
INCREASED83,53381,362+2,171+3%$38.9M$38.1M-$749.3K2026-10-14
Everett Harris & Co
DECREASED82,07183,733-1,662-2%$40.0M$37.4M-$2.5M2026-10-28
Maxi Investments CY Ltd
INCREASED81,21323,937+57,276+239%$11.4M$37.0K-$11.4M2026-10-26
Metropolis Capital Ltd
DECREASED80,21287,235-7,023-8%$29.5M$36.6M+$7.1M2026-10-20
Central Securities Corp
UNCHANGED80,00080,00000%$38.2M$36.5M-$1.7M2026-11-06
Adell Harriman & Carpenter Inc
INCREASED78,97676,605+2,371+3%$36.6M$36.0M-$556.2K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED76,44674,722+1,724+2%$35.7M$34.9M-$811.2K2026-11-06
Pittenger & Anderson Inc
DECREASED75,91877,326-1,408-2%$36.9M$34.6M-$2.3M2026-11-02
Meridian Investment Counsel Inc.
DECREASED75,73980,217-4,478-6%$38.3M$34.6M-$3.8M2026-10-14
Diversified Trust Co
INCREASED75,21462,707+12,507+20%$29.9M$34.3M+$4.4M2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED74,69581,198-6,503-8%$38.8M$34.1M-$4.7M2026-10-20
Maestria Partners LLC
UNCHANGED74,00074,00000%$35.3M$33.8M-$1.6M2026-10-22
Salem Investment Counselors Inc
DECREASED73,67480,280-6,606-8%$38.4M$33.6M-$4.7M2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED73,27362,222+11,051+18%$29.7M$33.4M+$3.7M2026-10-16
Carnegie Investment Counsel
DECREASED73,06673,641-575-1%$33.5M$31.7M-$1.8M2026-10-20
D.A. Davidson & Co.
INCREASED72,96472,865+99+0%$34.8M$33.3M-$1.5M2026-10-28
Cabot Wealth Management Inc
DECREASED72,89890,332-17,434-19%$43.1M$33.3M-$9.9M2026-11-05
Overbrook Management Corp
INCREASED72,05364,106+7,947+12%$30.6M$32.9M+$2.3M2026-10-08
SBI Securities Co., Ltd.
INCREASED71,83270,054+1,778+3%$33.5M$32.8M-$686.6K2026-10-22
Triglav Investments, D.O.O.
DECREASED71,73485,915-14,181-17%$41.0M$32.7M-$8.3M2026-11-06
Ritholtz Wealth Management
DECREASED71,49373,313-1,820-2%$35.0M$32.6M-$2.4M2026-11-05
J. Safra Sarasin Holding AG
DECREASED71,006104,812-33,806-32%$32.9M$31.2M-$1.7M2026-10-26
Generali Asset Management SPA SGR
INCREASED70,86669,388+1,478+2%$33.1M$32.3M-$809.3K2026-10-26
MGO One Seven LLC
INCREASED70,63163,579+7,052+11%$30.4M$32.2M+$1.9M2026-10-28
Hanson & Doremus Investment Management
DECREASED69,99973,468-3,469-5%$35.1M$31.9K-$35.1M2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED69,42369,451-280%$33.2M$31.7M-$1.5M2026-11-03
Northeast Investment Management
INCREASED69,41858,050+11,368+20%$27.7M$31.7M+$3.9M2026-10-30
CapWealth Advisors, LLC
DECREASED68,90069,262-362-1%$33.1M$31.4M-$1.6M2026-10-05
Nipun Capital, L.P.
DECREASED68,26585,280-17,015-20%$40.7M$31.1M-$9.6M2026-10-08
Tran Capital Management, L.P.
DECREASED67,38968,614-1,225-2%$32.8M$30.7M-$2.0M2026-10-19
Farther Finance Advisors, LLC
INCREASED67,30558,502+8,803+15%$27.9M$30.7M+$2.8M2026-10-08
Calamos Advisors LLC
INCREASED67,23467,160+74+0%$32.1M$30.7M-$1.4M2026-11-02
Meyer Handelman Co
INCREASED66,98059,364+7,616+13%$28.4M$30.6M+$2.2M2026-10-28
Lyell Wealth Management, LP
INCREASED66,60966,578+31+0%$31.8M$30.4M-$1.4M2026-10-30
Aaron Wealth Advisors LLC
INCREASED66,11059,883+6,227+10%$28.6M$30.2M+$1.6M2026-10-13
Private Advisory Group LLC
INCREASED64,41760,921+3,496+6%$29.1M$29.4M+$292.2K2026-11-06
SeaBridge Investment Advisors LLC
INCREASED64,15963,532+627+1%$30.3M$29.3M-$1.1M2026-11-02
Natixis
INCREASED63,90247,239+16,663+35%$22.6M$29.2M+$6.6M2026-11-06
Bellecapital International Ltd.
DECREASED63,87465,724-1,850-3%$31.4M$29.1M-$2.2M2026-10-21
Everest Financial Group LLC
INCREASED63,82762,662+1,165+2%$29.9M$29.1M-$808.2K2026-11-06
Tokio Marine Asset Management Co LTD
DECREASED63,61564,020-405-1%$30.6M$29.0M-$1.6M2026-10-26
Compagnie Lombard Odier SCmA
DECREASED63,43864,381-943-1%$30.7M$28.9M-$1.8M2026-11-04
Marathon Asset Management Ltd
DECREASED61,50378,066-16,563-21%$37.3M$28.1M-$9.2M2026-10-26
Park Avenue Securities LLC
DECREASED61,11662,563-1,447-2%$29.9M$27.9K-$29.9M2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED61,06055,913+5,147+9%$26.7M$27.9K-$26.7M2026-10-22
Eagle Rock Investment Company, LLC
INCREASED60,61860,516+102+0%$28.9M$27.7M-$1.2M2026-10-21
Vest Financial, LLC
INCREASED60,45351,531+8,922+17%$24.6M$27.6M+$3.0M2026-10-21
American Assets Investment Management, LLC
UNCHANGED60,00060,00000%$28.7M$27.4M-$1.3M2026-10-30
LRZ Capital LLC
INCREASED59,60537,978+21,627+57%$18.1M$27.2M+$9.1M2026-11-05
Alta Capital Management LLC/
DECREASED59,52570,276-10,751-15%$33.6M$27.2M-$6.4M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED59,39638,669+20,727+54%$18.5M$27.1M+$8.6M2026-10-16
JB Capital LLC
DECREASED59,23059,463-2330%$28.4M$27.0M-$1.4M2026-10-19
Matthews International Capital Management LLC
DECREASED58,45658,609-1530%$28.0M$26.7M-$1.3M2026-11-04
HUB Investment Partners, LLC
DECREASED58,28161,960-3,679-6%$29.6M$26.6M-$3.0M2026-11-03
Barlow Wealth Partners, LLC
INCREASED58,05357,667+386+1%$25.2M$28.0M+$2.8M2026-10-15
Frank, Rimerman Advisors LLC
INCREASED57,64557,370+275+0%$27.4M$26.3M-$1.1M2026-10-16
Signaturefd, LLC
DECREASED57,23657,496-2600%$27.5M$26.1M-$1.3M2026-10-23
Analyst IMS Investment Management Services Ltd.
INCREASED56,03413,754+42,280+307%$6.6M$25.6K-$6.5M2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED55,66233,525+22,137+66%$16.0M$25.4M+$9.4M2026-10-28
Augustine Asset Management Inc
DECREASED55,49555,694-1990%$26.6M$25.3M-$1.3M2026-10-13
Eldred Rock Partners, LLC
INCREASED55,32154,902+419+1%$26.2M$25.2M-$982.7K2026-10-13
Calamos Wealth Management LLC
INCREASED55,18951,346+3,843+7%$24.5M$25.2M+$655.1K2026-11-02
Heirloom Wealth Management
INCREASED54,55154,091+460+1%$25.8M$24.9M-$946.6K2026-10-14
DSG Capital Advisors, LLC
DECREASED54,37954,483-1040%$22.9M$24.8M+$1.9M2026-11-05
JAG Capital Management, LLC
INCREASED54,15753,514+643+1%$25.6M$24.7M-$850.8K2026-11-06
Eagle Global Advisors LLC
DECREASED53,80653,856-500%$25.7M$24.5M-$1.2M2026-11-02
Montag A & Associates Inc
DECREASED53,38655,862-2,476-4%$26.7M$24.4M-$2.3M2026-10-29
Credit Capital Investments LLC
UNCHANGED53,00053,00000%$25.3M$24.2M-$1.1M2026-10-22
Evergreen Capital Management LLC
INCREASED52,87552,814+61+0%$25.3M$24.2M-$1.1M2026-10-23
Parallel Advisors, LLC
INCREASED52,62652,349+277+1%$25.0M$24.0M-$993.0K2026-11-03
CenterBook Partners LP
DECREASED52,35071,595-19,245-27%$34.2M$23.9M-$10.3M2026-11-02
Verdence Capital Advisors LLC
INCREASED50,80948,631+2,178+4%$23.2M$23.2M-$46.0K2026-10-26
Annex Advisory Services, LLC
INCREASED50,79248,397+2,395+5%$23.1M$23.2M+$57.5K2026-10-16
Firetrail Investments PTY LTD
DECREASED50,63253,127-2,495-5%$25.2M$23.2M-$2.0M2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED50,24451,370-1,126-2%$24.5M$22.9M-$1.6M2026-11-05
Summit Securities Group LLC
NEW50,000—+50,000——$22.8M—2026-11-05
N10 Wealth, LLC
INCREASED49,92740,601+9,326+23%$19.4M$22.8M+$3.4M2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED49,83854,502-4,664-9%$26.0M$22.7M-$3.3M2026-11-03
Florida Trust Wealth Management Co
INCREASED49,69144,992+4,699+10%$21.5M$22.7M+$1.2M2026-11-05
HB Wealth Management, LLC
DECREASED49,64250,557-915-2%$24.1M$22.6M-$1.5M2026-10-23
Henry James International Management Inc.
DECREASED49,54649,646-1000%$23.7M$22.6M-$1.1M2026-10-14
Channing Global Advisors, LLC
DECREASED49,51254,030-4,518-8%$25.8M$22.6M-$3.2M2026-11-03
YHB Investment Advisors, Inc.
INCREASED48,43147,776+655+1%$22.8M$22.1M-$722.6K2026-10-08
Prospera Financial Services Inc
INCREASED48,16540,262+7,903+20%$19.2M$19.6M+$330.1K2026-11-04
Walter Public Investments Inc.
DECREASED48,04649,789-1,743-3%$23.8M$21.9M-$1.9M2026-11-05
Americana Partners, LLC
DECREASED47,27949,021-1,742-4%$23.4M$21.6M-$1.8M2026-10-28
Apollon Wealth Management, LLC
INCREASED46,84046,019+821+2%$22.0M$21.4M-$609.3K2026-10-23
Copeland Capital Management, LLC
DECREASED45,36045,975-615-1%$22.0M$20.7M-$1.3M2026-10-13
Merit Financial Group, LLC
INCREASED45,11644,535+581+1%$21.3M$20.6M-$686.2K2026-11-06
OAK Family Advisors, LLC
DECREASED44,68244,725-430%$21.4M$20.4M-$975.8K2026-10-19
Hiddenite Capital Partners LP
UNCHANGED44,20044,20000%$21.1M$20.2M-$945.0K2026-10-29
Capricorn Fund Managers Ltd
UNCHANGED44,20044,20000%$21.1M$20.2M-$945.0K2026-11-03
Allen Capital Group, LLC
DECREASED42,42842,764-336-1%$20.4M$19.4M-$1.1M2026-10-27
Choreo, LLC
DECREASED42,29942,758-459-1%$20.4M$19.3M-$1.1M2026-10-28
Equitable Trust Co
DECREASED42,29646,838-4,542-10%$22.4M$19.3M-$3.1M2026-10-13
Munich Reinsurance Co Stock Corp in Munich
DECREASED42,22044,383-2,163-5%$21.2M$19.3M-$1.9M2026-10-30
Glynn Capital Management LLC
DECREASED42,12454,025-11,901-22%$25.8M$19.2M-$6.6M2026-10-07
GAM Holding AG
DECREASED42,08950,641-8,552-17%$24.2M$19.2M-$5.0M2026-11-03
Simplex Trading, LLC
DECREASED41,859147,407-105,548-72%$70.4M$19.1M-$51.3M2026-11-04
Compound Planning, Inc.
DECREASED41,77544,754-2,979-7%$21.4M$19.1M-$2.3M2026-11-05
Roffman Miller Associates Inc
INCREASED41,48739,024+2,463+6%$18.6M$18.9M+$289.1K2026-10-19
LSV Asset Management
INCREASED40,83729,537+11,300+38%$14.1M$18.6K-$14.1M2026-11-06
JLB & Associates Inc
DECREASED40,80341,380-577-1%$19.8M$19.5M-$275.6K2026-10-27
Sycomore Asset Management
UNCHANGED40,52440,52400%$16.7K$16.7K$02026-10-26
Antipodes Partners Ltd
INCREASED40,47439,222+1,252+3%$18.7M$18.5M-$267.4K2026-11-05
N10 Assets, LLC
DECREASED40,04340,081-380%$19.1M$18.3M-$874.3K2026-10-14
Allworth Financial LP
INCREASED39,76937,508+2,261+6%$17.9M$19.0M+$1.1M2026-11-06
Myriad Asset Management Advisors LLC
INCREASED39,67512,025+27,650+230%$5.7M$18.1M+$12.4M2026-11-03
Gold Investment Management Ltd.
DECREASED39,59540,200-605-1%$19.2M$18.1M-$1.1M2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED39,25541,350-2,095-5%$19.7M$17.9M-$1.8M2026-10-08
Beacon Investment Advisory Services, Inc.
INCREASED39,08938,659+430+1%$18.5M$17.8M-$630.4K2026-10-13
Ibex Wealth Advisors
INCREASED38,91037,777+1,133+3%$18.0M$17.8M-$290.9K2026-11-06
Deltec Asset Management LLC
INCREASED38,88838,138+750+2%$18.2M$17.7M-$473.2K2026-10-26
Cidel Asset Management Inc
INCREASED38,84026,273+12,567+48%$12.5M$17.7M+$5.2M2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED38,62438,653-290%$18.5M$17.6M-$839.6K2026-11-03
Segment Wealth Management, LLC
DECREASED38,57738,774-197-1%$18.5M$17.6M-$918.9K2026-10-26
Louisbourg Investments Inc.
INCREASED38,45730,530+7,927+26%$12.6M$15.2M+$2.6M2026-10-20
Ninety One SA (PTY) Ltd
DECREASED38,15638,205-490%$17.8M$17.5M-$296.8K2026-10-15
Tower View Wealth Management LLC
INCREASED37,78036,067+1,713+5%$17.2M$17.2M+$10.3K2026-10-23
Busey Bank
DECREASED37,73537,897-1620%$18.1M$17.2M-$884.2K2026-10-26
Goodman Advisory Group, LLC
INCREASED37,71337,322+391+1%$17.8M$17.2M-$619.4K2026-11-02
Haven Global Partners, LLC
INCREASED37,71135,174+2,537+7%$16.8M$17.2M+$405.3K2026-10-13
Mutual of America Capital Management LLC
DECREASED37,70738,069-362-1%$18.2M$17.2M-$979.1K2026-10-23
Legacy Trust
DECREASED37,55938,747-1,188-3%$18.5M$15.3M-$3.3M2026-11-06
Knuff & Co LLC
INCREASED37,15036,998+152+0%$17.7M$16.9M-$721.7K2026-11-06
Strategic Planning Group, LLC
INCREASED37,02534,692+2,333+7%$16.6M$16.9M+$322.7K2026-10-22
Blue Trust, Inc.
DECREASED36,92140,425-3,504-9%$19.3M$16.8M-$2.5M2026-10-15
Maple Capital Management, Inc.
INCREASED36,90036,477+423+1%$17.4M$16.8M-$586.9K2026-11-02
Moors & Cabot, Inc.
INCREASED36,89736,059+838+2%$17.2M$16.8M-$388.7K2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED36,83733,458+3,379+10%$16.0M$16.8M+$826.1K2026-10-21
Linden Rose Investment LLC
INCREASED36,74636,732+14+0%$17.5M$16.8M-$778.8K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED36,60435,095+1,509+4%$16.8M$16.7M-$62.3K2026-11-05
Motley Fool Asset Management LLC
DECREASED36,36537,175-810-2%$17.8M$16.6M-$1.2M2026-10-27
Left Brain Wealth Management, LLC
DECREASED36,35146,062-9,711-21%$22.0M$16.6M-$5.4M2026-10-28
Burr Financial Services, LLC
DECREASED35,68337,032-1,349-4%$17.7M$16.3M-$1.4M2026-10-08
Gunderson Capital Management LLC
DECREASED35,60336,159-556-2%$17.3M$16.2M-$1.0M2026-10-15
Quintet Private Bank (Europe) S.A.
DECREASED35,33367,396-32,063-48%$32.2M$16.1M-$16.1M2026-10-08
Clear Harbor Asset Management, LLC
DECREASED35,28935,436-1470%$16.9M$16.1M-$824.7K2026-11-05
Trek Financial, LLC
INCREASED35,27635,265+11+0%$16.8M$16.1M-$748.9K2026-10-29
Levin Capital Strategies, L.P.
INCREASED34,85033,837+1,013+3%$16.2M$15.9M-$261.2K2026-11-02
Contravisory Investment Management, Inc.
DECREASED34,56041,758-7,198-17%$19.9M$15.8M-$4.2M2026-10-13
Regions Financial Corp
DECREASED34,53336,410-1,877-5%$17.4M$15.8M-$1.6M2026-11-05
GF Fund Management Co. Ltd.
INCREASED34,38624,600+9,786+40%$11.7M$15.7M+$3.9M2026-10-26
Covea Finance
INCREASED34,20015,000+19,200+128%$7.2M$15.6M+$8.4M2026-10-21
Lester Murray Antman dba SimplyRich
DECREASED34,03534,816-781-2%$16.6M$15.5M-$1.1M2026-11-06
Keybank National Association
DECREASED33,70138,111-4,410-12%$18.2M$15.4M-$2.8M2026-11-04
First American Bank
INCREASED33,54830,750+2,798+9%$14.7M$15.3M+$619.0K2026-10-27
Steadview Capital Management LLC
UNCHANGED33,14533,14500%$15.8M$15.1M-$708.6K2026-10-28
Triasima Portfolio Management inc.
DECREASED32,91733,457-540-2%$16.0M$15.0M-$961.7K2026-10-15
Cambiar Investors LLC
DECREASED32,88334,234-1,351-4%$16.3M$15.0M-$1.3M2026-11-04
Rakuten Investment Management, Inc.
INCREASED32,54232,466+76+0%$14.8M$14.9M+$94.5K2026-10-30
Franchise GP Ltd
DECREASED32,46044,040-11,580-26%$21.0M$14.8M-$6.2M2026-10-16
Financial Perspectives, Inc
DECREASED32,32932,450-1210%$15.5M$14.7M-$749.0K2026-11-03
BG Investment Services, LLC
NEW32,001—+32,001——$14.6M—2026-10-23
Valeo Financial Advisors, LLC
INCREASED31,78331,727+56+0%$15.2M$14.5M-$653.0K2026-10-08
Cypress Capital Group
INCREASED30,90130,265+636+2%$14.5M$14.1M-$356.9K2026-11-03
Smith Salley Wealth Management
INCREASED30,8742,518+28,356+1126%$1.2M$14.1M+$12.9M2026-11-03
Paragon Advisors, LLC
INCREASED30,83829,844+994+3%$14.3M$14.1M-$184.6K2026-11-03
Premier Fund Managers Ltd
INCREASED30,83020,080+10,750+54%$9.1K$14.1K+$5.0K2026-11-02
Stackstone Wealth, LLC
NEW30,697—+30,697——$14.0M—2026-10-19
Huntleigh Advisors, Inc.
DECREASED30,67536,458-5,783-16%$17.4M$14.0M-$3.4M2026-11-03
Stanley-Laman Group, Ltd.
DECREASED30,47130,805-334-1%$14.7M$13.9M-$811.0K2026-10-20
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED30,33929,539+800+3%$14.1M$13.8M-$266.6K2026-11-04
Lorne Steinberg Wealth Management Inc.
DECREASED30,33430,414-800%$14.5M$13.8M-$686.7K2026-10-23
Headland Capital, LLC
DECREASED30,31142,120-11,809-28%$20.1M$13.8M-$6.3M2026-11-06
Community Financial Services Group, LLC
DECREASED30,23730,924-687-2%$13.7M$13.9M+$147.5K2026-10-15
Cullen T Bankers, Inc.
INCREASED30,12518,294+11,831+65%$8.7M$13.7M+$5.0M2026-10-28
Mitchell Capital Management Co
INCREASED29,87429,635+239+1%$14.2M$13.6M-$524.6K2026-10-29
Ascent Group, LLC
DECREASED29,52429,746-222-1%$14.2M$13.5M-$736.9K2026-10-30
Fiduciary Alliance LLC
DECREASED29,43831,531-2,093-7%$15.1M$13.4M-$1.6M2026-10-13
Spire Wealth Management
INCREASED29,10128,494+607+2%$13.6M$13.3M-$315.7K2026-10-30
SevenBridge Financial Group, LLC
DECREASED28,90533,860-4,955-15%$14.2M$12.3M-$1.9M2026-10-26
Little House Capital LLC
DECREASED28,58629,248-662-2%$14.0M$13.0M-$927.0K2026-11-06
Eleva Capital SAS
INCREASED28,09221,411+6,681+31%$6.5M$12.8M+$6.3M2026-10-06
Catalyst Capital Advisors LLC
INCREASED27,50027,250+250+1%$13.0M$12.5M-$468.6K2026-11-02
Trust Co of Kansas
DECREASED27,44929,771-2,322-8%$14.2M$12.5K-$14.2M2026-11-06
AMG National Trust Bank
INCREASED27,43527,206+229+1%$13.0M$12.5M-$477.2K2026-11-05
Hennion & Walsh Asset Management, Inc.
INCREASED27,17020,865+6,305+30%$10.0M$12.4M+$2.4M2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED27,02522,054+4,971+23%$10.0M$12.3M+$2.3M2026-10-13
Wedbush Securities Inc
INCREASED26,85126,184+667+3%$12.5M$12.2K-$12.5M2026-10-22
Addenda Capital Inc.
INCREASED26,81622,125+4,691+21%$10.6M$12.3M+$1.7M2026-10-13
Oliver Luxxe Assets LLC
DECREASED26,59627,023-427-2%$12.9M$12.1M-$772.5K2026-10-14
Abner Herrman & Brock LLC
INCREASED26,53425,794+740+3%$12.3K$12.1K-$2132026-10-20
Soltis Investment Advisors LLC
INCREASED26,23923,127+3,112+13%$11.0M$12.0M+$924.9K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED26,18721,198+4,989+24%$10.1M$11.9M+$1.8M2026-10-27
Valley National Advisers Inc
DECREASED26,06327,021-958-4%$12.9M$11.9M-$1.0M2026-10-23
Westover Capital Advisors, LLC
INCREASED26,03324,005+2,028+8%$11.5M$11.9M+$411.9K2026-10-26
Global X Japan Co., Ltd.
DECREASED26,02231,178-5,156-17%$14.9M$11.9M-$3.0M2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED25,81523,679+2,136+9%$11.3M$11.8M+$468.0K2026-11-04
Inspire Trust Co, N.A.
DECREASED25,50036,000-10,500-29%$17.2M$11.6M-$5.6M2026-11-05
Eurizon SLJ Capital Ltd
INCREASED25,44924,891+558+2%$11.9M$11.6M-$277.6K2026-11-06
Ativo Capital Management LLC
DECREASED25,26526,463-1,198-5%$12.6M$11.5M-$1.1M2026-10-27
Balboa Wealth Partners
DECREASED25,10425,602-498-2%$12.2M$11.5M-$774.8K2026-10-20
Shikiar Asset Management Inc
DECREASED25,04025,931-891-3%$12.4M$11.4K-$12.4M2026-10-20
ROI Financial Advisors, LLC
DECREASED24,92925,460-531-2%$12.2M$11.4M-$786.6K2026-10-19
Torray Investment Partners LLC
DECREASED24,90026,309-1,409-5%$12.6M$11.4M-$1.2M2026-10-30
Dutch Asset Corp
INCREASED24,82923,455+1,374+6%$11.2M$11.3M+$125.2K2026-10-20
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED24,70224,70200%$11.8M$11.3M-$528.1K2026-10-29
RWQ Financial Management Services, Inc.
DECREASED24,70033,350-8,650-26%$15.9M$11.3M-$4.7M2026-10-19
RBA Wealth Management, LLC
INCREASED24,59020,537+4,053+20%$9.8M$11.2M+$1.4M2026-10-28
J.Safra Asset Management Corp
INCREASED24,56922,557+2,012+9%$10.8M$11.2M+$436.0K2026-11-03
Brighton Jones LLC
INCREASED24,52718,720+5,807+31%$8.9M$11.2M+$2.2M2026-11-03
Caldwell Trust Co
INCREASED24,52122,037+2,484+11%$10.5M$11.2M+$662.0K2026-10-30
Guinness Atkinson Asset Management Inc
DECREASED24,47225,719-1,247-5%$12.3M$11.2M-$1.1M2026-11-05
Compass Wealth Management LLC
DECREASED24,43625,209-773-3%$12.0M$11.1M-$891.6K2026-10-22
Bfsg, LLC
DECREASED24,34224,446-1040%$11.7M$11.1M-$570.1K2026-10-30
Partners Wealth Management, LLC
NEW24,326—+24,326——$11.1M—2026-10-28
180 Wealth Advisors, LLC
DECREASED24,21524,463-248-1%$11.7M$11.0M-$635.9K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED24,2084,645+19,563+421%$2.2M$11.0M+$8.8M2026-10-23
Marathon Wealth Advisors LLC
DECREASED24,12224,293-171-1%$11.6M$11.0M-$597.3K2026-11-04
GC Wealth Management RIA, LLC
INCREASED23,99823,407+591+3%$11.2M$10.9M-$230.8K2026-11-02
AlphaCore Capital LLC
INCREASED23,92823,100+828+4%$11.0M$10.9M-$90.2K2026-11-04
SEB Asset Management AB
DECREASED23,86329,618-5,755-19%$14.1M$10.9M-$3.3M2026-11-04
Shaker Investments LLC
INCREASED23,83323,829+4+0%$11.4M$10.9M-$507.6K2026-11-05
Advisortrust Partners, LLC
INCREASED23,76023,570+190+1%$11.3M$10.8M-$417.3K2026-11-02
RWC Asset Management LLP
DECREASED23,50940,381-16,872-42%$19.3M$10.7M-$8.6M2026-10-22
Genoa Capital Gestora de Recursos Ltda.
DECREASED23,40337,080-13,677-37%$17.7M$10.7M-$7.0M2026-10-20
Leelyn Smith, LLC
DECREASED23,36624,069-703-3%$11.5M$10.7M-$835.2K2026-11-03
Kathmere Capital Management, LLC
INCREASED23,30621,270+2,036+10%$10.2M$10.6M+$473.9K2026-10-20
Mission Wealth Management, LP
DECREASED23,27329,855-6,582-22%$14.3M$10.6M-$3.6M2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED23,15620,865+2,291+11%$10.0M$10.6M+$599.0K2026-10-29
Artemis Wealth Advisors, LLC
INCREASED23,06723,000+67+0%$11.0M$10.5M-$453.6K2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED23,04623,04600%$11.0M$11.0M$02026-10-15
Tufton Capital Management
DECREASED22,95923,757-798-3%$11.3M$10.5K-$11.3M2026-10-20
Profund Advisors LLC
DECREASED22,92125,300-2,379-9%$12.1M$10.5M-$1.6M2026-10-29
Brookstone Capital Management
DECREASED22,89525,143-2,248-9%$12.0M$10.4M-$1.6M2026-10-22
Archford Capital Strategies, LLC
INCREASED22,80721,690+1,117+5%$10.4M$10.4M+$45.8K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED22,78721,875+912+4%$10.4M$10.4M-$51.8K2026-10-22
Nilsine Partners, LLC
INCREASED22,75822,330+428+2%$10.7M$10.4M-$282.2K2026-11-02
Shelter Rock Management, LLC
DECREASED22,42223,474-1,052-4%$11.2M$10.6M-$627.4K2026-10-09
CoreCap Advisors, LLC
INCREASED22,3986,911+15,487+224%$3.3M$10.2M+$6.9M2026-10-08
Apeiron Capital Ltd
INCREASED22,20017,900+4,300+24%$8.5M$10.6M+$2.0M2026-11-04
Blue Square Asset Management, LLC
DECREASED22,15023,044-894-4%$11.0M$10.1M-$900.5K2026-11-02
Bochk Asset Management Ltd
INCREASED22,11613,165+8,951+68%$6.3M$10.1M+$3.8M2026-10-29
Cypress Asset Management Inc
DECREASED22,10222,642-540-2%$10.8M$10.1M-$730.4K2026-10-09
Parametrica Management Ltd
DECREASED22,10024,200-2,100-9%$11.6M$10.1M-$1.5M2026-10-27
PDS Planning, Inc
INCREASED22,05121,749+302+1%$10.4M$10.1M-$327.2K2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED21,82321,698+125+1%$10.4M$10.0M-$406.9K2026-10-20
Titan Investment Management LLC
INCREASED21,80819,947+1,861+9%$9.5M$9.9M+$422.5K2026-10-22
KTF Investments, LLC
INCREASED21,74017,167+4,573+27%$8.2M$9.9M+$1.7M2026-10-23
TD Private Client Wealth LLC
DECREASED21,69925,157-3,458-14%$12.0M$9.9M-$2.1M2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED21,66119,955+1,706+9%$9.1M$9.9M+$802.1K2026-11-05
Maryland State Retirement & Pension System
NEW21,408—+21,408——$9.8M—2026-11-05
Fortem Financial Group, LLC
INCREASED21,12720,137+990+5%$9.6M$9.6M+$21.1K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED21,09919,672+1,427+7%$9.4M$9.6M+$230.4K2026-10-13
Asset Advisors Investment Management, LLC
INCREASED20,94218,971+1,971+10%$9.1M$9.6M+$493.6K2026-10-19
Verde Servicos Internacionais S.A.
DECREASED20,77422,185-1,411-6%$10.6M$9.5K-$10.6M2026-10-26
VMS Asset Management Limited
DECREASED20,60032,105-11,505-36%$15.3M$9.4M-$5.9M2026-10-15
Cornerstone Advisors, LLC
UNCHANGED20,48120,48100%$9.8M$9.3M-$437.9K2026-11-06
Aprio Wealth Management, LLC
DECREASED20,44320,449-60%$9.8M$9.3M-$439.9K2026-10-28
Covenant Asset Management, LLC
DECREASED20,41521,015-600-3%$10.0M$9.3M-$723.0K2026-10-14
AdvisorNet Financial, Inc
INCREASED20,26820,242+26+0%$9.7M$8.7M-$951.5K2026-10-15
Ascentis Independent Advisors
INCREASED20,0323+20,029+667633%$1.4K$9.1M+$9.1M2026-11-03
Nations Financial Group Inc,
DECREASED19,86320,228-365-2%$9.7M$9.1M-$599.0K2026-11-05
IFP Advisors, Inc
DECREASED19,85620,005-149-1%$9.6M$9.1M-$495.7K2026-10-16
First Merchants Corp
DECREASED19,85019,981-131-1%$9.5M$9.1M-$487.0K2026-10-15
Sigma Planning Corp
DECREASED19,83621,225-1,389-7%$10.1M$8.9M-$1.2M2026-10-23
Sowell Financial Services LLC
DECREASED19,78120,143-362-2%$9.6M$9.0M-$595.9K2026-10-23
Great Lakes Retirement, Inc.
INCREASED19,65716,743+2,914+17%$8.0M$9.0M+$993.0K2026-10-26
Family Legacy, Inc.
DECREASED19,64519,822-177-1%$9.5M$9.0M-$504.5K2026-10-13
Xponance LLC
INCREASED19,63218,022+1,610+9%$8.6M$9.0M+$349.2K2026-11-03
A. D. Beadell Investment Counsel, Inc.
DECREASED19,51820,868-1,350-6%$10.0K$8.9K-$1.1K2026-10-14
Axon Capital LP
INCREASED19,40018,900+500+3%$9.0M$8.9M-$176.0K2026-10-27
Jefferies Financial Group Inc.
INCREASED19,3352,808+16,527+589%$1.3M$1.8M+$423.1K2026-11-05
Agur Provident & Training Funds Management LTD
DECREASED19,00027,370-8,370-31%$123.0K$86.7K-$36.3K2026-11-02
Trust Investment Advisors
INCREASED18,92117,515+1,406+8%$8.4M$8.6M+$266.8K2026-10-20
Guardian Partners Inc.
DECREASED18,64021,035-2,395-11%$10.0M$8.5M-$1.5M2026-10-21
CV Advisors LLC
INCREASED18,60112,266+6,335+52%$5.9M$8.5M+$2.6M2026-10-13
Geneva Partners, LLC
DECREASED18,57019,944-1,374-7%$9.5M$8.5M-$1.1M2026-10-26
Level Four Advisory Services, LLC
DECREASED18,52218,642-120-1%$8.9M$8.4M-$453.9K2026-11-06
Parsons Capital Management Inc
INCREASED18,51017,819+691+4%$8.5M$8.4M-$65.7K2026-10-28
University of Texas S AM Investment Management Co
INCREASED18,49516,664+1,831+11%$8.0M$8.5M+$482.6K2026-11-03
Asset One Wealth Management LLC
INCREASED18,48217,403+1,079+6%$7.3M$8.4M+$1.1M2026-11-02
Birch Capital Management, LLC
DECREASED18,31218,721-409-2%$8.9M$8.4M-$586.8K2026-10-27
James Hambro & Partners LLP
DECREASED18,27718,418-141-1%$8.8M$8.3M-$447.3K2026-10-19
CFM Wealth Partners LLC
INCREASED18,27617,687+589+3%$8.4M$8.3M-$109.5K2026-11-05
Greenspring Advisors, LLC
INCREASED18,2168,767+9,449+108%$4.2M$8.3M+$4.1M2026-11-05
Yarbrough Capital, LLC
UNCHANGED17,97017,97000%$8.6M$8.2M-$384.2K2026-10-19
Snider Financial Group
INCREASED17,94017,819+121+1%$8.5M$8.2M-$325.7K2026-10-16
San Luis Wealth Advisors LLC
INCREASED17,9331,674+16,259+971%$799.7K$8.2M+$7.4M2026-10-27
Jcic Asset Management Inc.
INCREASED17,84017,722+118+1%$6.0M$8.1M+$2.1M2026-10-30
NIA Impact Advisors, LLC
DECREASED17,57323,612-6,039-26%$11.3M$8.0M-$3.3M2026-11-04
Tuttle Capital Management, LLC
INCREASED17,4792,877+14,602+508%$1.4M$8.2M+$6.8M2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED17,27716,364+913+6%$7.8M$7.9M+$66.6K2026-10-23
Raub Brock Capital Management LP
DECREASED17,25237,417-20,165-54%$17.9M$7.9M-$10.0M2026-10-21
Midwest Professional Planners, Ltd.
INCREASED17,11216,445+667+4%$7.9M$7.8M-$47.2K2026-10-29
Gamma Investing LLC
INCREASED17,00616,088+918+6%$7.7M$7.8M+$74.8K2026-10-08
SAX Wealth Advisors, LLC
INCREASED16,8492,986+13,863+464%$1.0M$7.7M+$6.7M2026-10-13
Third View Private Wealth, LLC
INCREASED16,80813,792+3,016+22%$6.6M$7.7M+$1.1M2026-10-30
RD Finance Ltd
INCREASED16,6857,720+8,965+116%$3.7M$7.6K-$3.7M2026-10-26
Clearstead Advisors, LLC
INCREASED16,60916,248+361+2%$7.8M$7.6M-$183.1K2026-11-06
Evergreen Wealth Management, LLC
DECREASED16,37816,404-260%$7.8M$7.5M-$362.2K2026-11-06
Burkett Asset Management Ltd
INCREASED16,21615,218+998+7%$7.3M$7.4M+$129.9K2026-10-13
Angeles Wealth Management, LLC
DECREASED16,20716,282-750%$7.8M$7.4M-$380.0K2026-10-26
Eagle Strategies LLC
INCREASED16,12416,110+14+0%$7.7M$7.4M-$338.0K2026-10-16
OP Asset Management Ltd
DECREASED16,013125,616-109,603-87%$60.0M$7.3M-$52.7M2026-11-05
Axxion S.A.
INCREASED15,83114,696+1,135+8%$7.0M$7.2M+$203.6K2026-10-22
SeaCrest Wealth Management, LLC
DECREASED15,75415,870-116-1%$7.6M$7.2M-$392.2K2026-10-21
Citizens National Bank Trust Department
DECREASED15,56015,769-209-1%$7.5M$7.1M-$432.5K2026-11-04
Personal CFO Solutions, LLC
DECREASED15,42518,102-2,677-15%$8.7M$7.1M-$1.6M2026-11-06
Mezzasalma Advisors, LLC
INCREASED15,40212,428+2,974+24%$5.9M$7.0M+$1.1M2026-10-14
Acumen Wealth Advisors, LLC
INCREASED15,38015,251+129+1%$7.3M$7.0M-$264.6K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED15,16214,850+312+2%$7.1M$6.9M-$175.0K2026-11-03
Turn8 Private Wealth Inc.
DECREASED15,11717,785-2,668-15%$7.8M$6.9M-$861.0K2026-11-05
Arrow Capital Pty Ltd
INCREASED15,00012,500+2,500+20%$6.0M$6.8M+$873.2K2026-11-06
Gradient Investments LLC
DECREASED15,00015,283-283-2%$7.3M$6.8M-$455.9K2026-10-08
Hilltop National Bank
DECREASED14,97915,120-141-1%$7.2M$6.8M-$387.6K2026-10-14
Verus Capital Partners, LLC
INCREASED14,94314,854+89+1%$7.1M$6.8M-$276.9K2026-11-03
Eagle Capital Management, LLC
DECREASED14,92515,044-119-1%$7.2K$6.8K-$3762026-10-19
Midwest Trust Co
INCREASED14,92314,098+825+6%$6.7M$6.8M+$74.9K2026-10-22
Bell Bank
INCREASED14,85414,031+823+6%$6.7M$6.8M+$75.5K2026-10-21
Highland Capital Management, LLC
INCREASED14,83912,539+2,300+18%$6.0M$6.8M+$781.2K2026-10-26
Altfest L J & Co Inc
DECREASED14,79618,392-3,596-20%$8.8M$6.7M-$2.0M2026-10-27
Secure Asset Management, LLC
DECREASED14,78715,586-799-5%$7.4M$6.7M-$697.7K2026-10-19
Virtus Family Office LLC
DECREASED14,74914,988-239-2%$7.2M$6.7M-$427.6K2026-10-30
International Assets Investment Management, LLC
INCREASED14,57614,213+363+3%$6.3M$6.7M+$375.7K2026-11-02
Gryphon Financial Partners LLC
INCREASED14,56213,380+1,182+9%$6.4M$6.6M+$253.2K2026-11-04
Portfolio Design Labs, LLC
INCREASED14,44714,434+13+0%$6.9M$6.6M-$302.6K2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED14,24814,24800%$6.8M$6.5M-$304.6K2026-10-30
Pinnacle Associates LTD
DECREASED14,14517,057-2,912-17%$8.1M$6.5M-$1.7M2026-10-20
Stone Summit Wealth LLC
DECREASED14,14115,958-1,817-11%$7.6M$6.5M-$1.2M2026-10-14
Gemmer Asset Management LLC
INCREASED14,09014,076+14+0%$6.7M$6.4M-$294.5K2026-10-16
TrueMark Investments, LLC
INCREASED14,01913,171+848+6%$6.3M$6.4M+$105.3K2026-11-05
Old North State Wealth Management, LLC
DECREASED14,00114,393-392-3%$6.9M$6.4M-$487.0K2026-10-22
Quadcap Wealth Management, LLC
DECREASED13,96515,818-1,853-12%$7.6M$6.4M-$1.2M2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW13,963—+13,963——$6.4M—2026-10-15
Turtle Creek Wealth Advisors, LLC
INCREASED13,85213,109+743+6%$6.2M$6.3M+$75.9K2026-10-15
Live Oak Private Wealth LLC
DECREASED13,82814,900-1,072-7%$7.1M$6.3M-$807.6K2026-11-02
First Affirmative Financial Network
NEW13,811—+13,811——$6.3M—2026-10-21
Integrated Advisors Network LLC
DECREASED13,73020,316-6,586-32%$9.7M$6.3M-$3.4M2026-10-20
Indivisible Partners
INCREASED13,44811,790+1,658+14%$5.6M$6.1M+$504.5K2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
NEW13,436—+13,436——$6.1M—2026-10-21
Flagship Capital Management Inc.
DECREASED13,38313,583-200-1%$6.5M$6.1M-$381.6K2026-10-20
RDA Financial Network
DECREASED13,37613,868-492-4%$6.6M$6.1M-$520.9K2026-10-15
Wespac Advisors SoCal, LLC
DECREASED13,35713,388-310%$6.4M$6.1M-$300.3K2026-10-13
Wesbanco Bank Inc
DECREASED13,33125,684-12,353-48%$12.3M$6.1M-$6.2M2026-11-04
Altman Advisors, Inc.
DECREASED13,28613,292-60%$6.3M$6.1M-$286.9K2026-11-05
Opinicus Capital, Inc.
DECREASED13,17113,902-731-5%$6.6M$6.0M-$630.8K2026-10-28
Pinkerton Wealth, LLC
DECREASED13,15513,917-762-5%$4.7M$6.0M+$1.3M2026-10-29
True Freedom Investing, LLC
DECREASED13,05313,826-773-6%$4.7M$6.0M+$1.3M2026-10-29
Resonant Capital Advisors, LLC
INCREASED13,04611,740+1,306+11%$5.6M$6.0M+$348.9K2026-10-15
Perigon Wealth Management, LLC
INCREASED12,97512,415+560+5%$5.9M$5.9M-$9.9K2026-10-22
LFG Wealth Partners, LLC
INCREASED12,93212,066+866+7%$5.8M$5.9M+$137.2K2026-10-28
Malaga Cove Capital, LLC
INCREASED12,86212,618+244+2%$6.0M$5.9M-$158.5K2026-10-23
EPG Wealth Management LLC
INCREASED12,8309,656+3,174+33%$4.6M$5.9M+$1.2M2026-11-03
Oak Grove Capital LLC
DECREASED12,81513,788-973-7%$6.6M$5.8M-$738.7K2026-10-09
Provenance Wealth Advisors, LLC
INCREASED12,7772,105+10,672+507%$1.0M$5.8M+$4.8M2026-10-30
GKV Capital Management Co., Inc.
INCREASED12,71311,518+1,195+10%$5.5M$5.8M+$298.9K2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED12,70010,200+2,500+25%$4.9M$5.8K-$4.9M2026-10-22
Quantum Private Wealth, LLC
DECREASED12,69013,188-498-4%$6.3M$5.8M-$509.1K2026-10-20
SteelPeak Wealth, LLC
INCREASED12,59511,131+1,464+13%$5.3M$5.7M+$419.4K2026-10-16
Lighthouse Financial LLC
INCREASED12,57010,571+1,999+19%$5.0M$5.7M+$685.9K2026-10-23
Ted Buchan & Co
DECREASED12,51312,943-430-3%$6.2M$5.7M-$472.3K2026-10-23
Berbice Capital Management LLC
INCREASED12,41011,910+500+4%$5.7M$5.7M-$26.5K2026-10-13
Clearstead Trust, LLC
INCREASED12,21311,966+247+2%$5.7M$5.6M-$143.2K2026-11-06
Lebenthal Global Advisors, LLC
INCREASED12,21011,316+894+8%$5.4M$5.6M+$165.7K2026-10-28
Petredis Investment Advisors LLC
INCREASED12,08011,958+122+1%$5.7M$5.5M-$200.0K2026-10-20
KCM Investment Advisors LLC
INCREASED12,02111,200+821+7%$5.3M$5.5M+$135.1K2026-10-27
Wedmont Private Capital
INCREASED12,0087,941+4,067+51%$3.4M$5.5M+$2.1M2026-10-09
BFI Infinity Ltd.
INCREASED11,914793+11,121+1402%$378.7K$5.4M+$5.1M2026-10-16
Aubrey Capital Management Ltd
DECREASED11,90016,000-4,100-26%$7.6M$5.4M-$2.2M2026-10-19
Cornerstone Wealth Management, LLC
INCREASED11,86811,200+668+6%$5.3M$5.4M+$65.3K2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED11,74210,418+1,324+13%$5.0M$5.4M+$381.3K2026-10-26
Slow Capital, Inc.
INCREASED11,71211,599+113+1%$5.5M$5.3M-$196.0K2026-10-23
Dilation Capital Management LP
DECREASED11,70514,875-3,170-21%$7.1M$5.3M-$1.8M2026-10-13
Legacy Bridge, LLC
DECREASED11,68211,697-150%$5.6M$5.3M-$256.9K2026-10-28
Legal Advantage Investments, Inc.
INCREASED11,6308,630+3,000+35%$4.1M$5.3M+$1.2M2026-10-13
Crestwood Advisors Group, LLC
INCREASED11,61611,343+273+2%$5.4M$5.3M-$117.8K2026-10-27
Integrity Alliance, Llc.
INCREASED11,61210,296+1,316+13%$4.9M$5.3M+$380.1K2026-10-29
Kingsman Wealth Management, Inc.
INCREASED11,55210,369+1,183+11%$5.0M$5.3M+$318.0K2026-10-13
Valen Private Capital, LLC
NEW11,518—+11,518——$5.3M—2026-10-23
Axxcess Wealth Management, LLC
DECREASED11,50215,998-4,496-28%$7.6M$5.2M-$2.4M2026-10-21
Hamilton Capital, LLC
INCREASED11,46511,102+363+3%$5.3M$5.2M-$71.8K2026-10-08
First Citizens Bank & Trust Co
DECREASED11,38211,802-420-4%$5.6M$5.2M-$443.9K2026-10-14
Gratus Wealth Advisors, LLC
DECREASED11,36512,028-663-6%$5.7M$5.2M-$559.6K2026-10-26
Arthur M. Cohen & Associates, LLC
INCREASED11,35711,311+46+0%$5.4M$5.2M-$220.8K2026-10-26
Sendero Wealth Management, LLC
INCREASED11,25210,911+341+3%$5.2M$5.1M-$77.7K2026-10-14
Asio Capital, LLC
NEW11,240—+11,240——$5.1M—2026-10-19
Fideuram Asset Management (Ireland) dac
DECREASED11,21224,891-13,679-55%$10.4M$4.9M-$5.5M2026-10-29
Loudon Investment Management, LLC
DECREASED11,20911,414-205-2%$5.5M$5.1M-$337.6K2026-11-06
Accuvest Global Advisors
DECREASED11,07611,542-466-4%$5.5M$5.1M-$459.0K2026-11-04
Natural Investments, LLC
DECREASED11,07311,518-445-4%$5.5M$5.1M-$448.4K2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED11,03710,941+96+1%$5.2M$5.0M-$190.4K2026-10-08
ASK Capital Investment Managers, LLC
NEW10,971—+10,971——$5.0M—2026-10-14
Hartford Financial Management Inc.
INCREASED10,97110,961+10+0%$5.2M$5.0M-$229.8K2026-10-21
Baldwin Wealth Partners LLC
DECREASED10,90011,073-173-2%$5.3M$5.0M-$315.7K2026-10-13
Garde Capital, Inc.
INCREASED10,88910,204+685+7%$4.9M$5.0M+$94.3K2026-10-29
Colton Groome Financial Advisors, LLC
INCREASED10,8715,474+5,397+99%$2.6M$5.0M+$2.3M2026-10-06
Procyon Advisors, LLC
DECREASED10,87012,428-1,558-13%$5.9M$5.0M-$976.5K2026-10-21
Finer Wealth Management, Inc.
DECREASED10,86711,115-248-2%$5.3M$5.0M-$350.8K2026-10-16
Colonial River Investments, LLC
INCREASED10,8429,618+1,224+13%$4.6M$4.9M+$352.8K2026-10-19
Katamaran Capital LLP
INCREASED10,8009,868+932+9%$4.7M$4.9M+$214.2K2026-10-27
V-Square Quantitative Management LLC
DECREASED10,80011,026-226-2%$5.3M$4.9M-$338.8K2026-10-15
Venture Visionary Partners LLC
INCREASED10,7758,336+2,439+29%$4.0M$4.9M+$934.4K2026-10-07
Carret Asset Management, LLC
DECREASED10,75610,851-95-1%$5.2M$4.9M-$275.3K2026-11-04
BankPlus Trust Department
INCREASED10,70410,289+415+4%$4.9M$4.9M-$30.7K2026-11-06
Great Diamond Partners, LLC
INCREASED10,62210,273+349+3%$4.9M$4.8M-$60.4K2026-10-13
Dupree Financial Group, LLC
INCREASED10,60110,396+205+2%$5.0M$4.8M-$128.7K2026-10-09
WD Rutherford LLC
DECREASED10,58211,309-727-6%$5.4M$4.8M-$573.4K2026-10-26
Robbins Farley
NEW10,507—+10,507——$4.8M—2026-10-21
LVW Advisors, LLC
DECREASED10,44511,018-573-5%$5.3M$4.8M-$497.0K2026-10-19
Lakeshore Capital Group, Inc.
INCREASED10,3299,990+339+3%$4.8M$4.7M-$58.7K2026-10-20
Greenup Street Wealth Management LLC
DECREASED10,28716,742-6,455-39%$8.0M$4.7M-$3.3M2026-10-28
Sovran Advisors, LLC
DECREASED10,27810,736-458-4%$4.2M$4.4M+$226.6K2026-11-02
Central Trust Co
INCREASED10,2209,071+1,149+13%$4.3M$4.7M+$330.0K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED10,15810,211-53-1%$4.9M$4.6M-$241.9K2026-11-04
Strengthening Families & Communities, LLC
INCREASED10,1379,499+638+7%$4.5M$4.6M+$88.0K2026-10-21
Interchange Capital Partners, LLC
DECREASED10,13210,449-317-3%$5.0M$4.6M-$356.5K2026-10-28
Sepio Capital, LP
INCREASED10,1033,382+6,721+199%$1.6M$4.6M+$3.0M2026-10-22
Cox Capital Mgt LLC
INCREASED10,09810,060+38+0%$4.8M$4.6M-$197.7K2026-10-07
VestGen Advisors, LLC
DECREASED10,04911,031-982-9%$5.3M$4.6M-$683.7K2026-10-27
Csenge Advisory Group
INCREASED9,9839,035+948+10%$4.3M$4.6M+$239.6K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED9,95910,297-338-3%$4.9M$4.5M-$374.3K2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED9,8878,947+940+11%$4.3M$4.5M+$236.5K2026-11-05
BOS Asset Management, LLC
DECREASED9,86110,306-445-4%$4.9M$4.5M-$423.3K2026-10-09
Central Pacific Bank - Trust Division
INCREASED9,8157,479+2,336+31%$3.6M$4.5M+$905.8K2026-10-06
Maia Wealth LLC
DECREASED9,77410,765-991-9%$5.1M$4.5M-$682.2K2026-10-19
Rational Advisors, Inc.
DECREASED9,75010,259-509-5%$4.9M$4.4M-$451.5K2026-11-02
Henshaw Capital LLC
DECREASED9,74910,144-395-4%$4.8M$4.4M-$397.2K2026-11-03
Legacy Advisors, LLC
DECREASED9,6979,899-202-2%$4.7M$4.4M-$302.7K2026-10-19
Argonautica Private Wealth Management, Inc
DECREASED9,6119,689-78-1%$4.6M$4.4M-$242.7K2026-11-02
Canopy Partners, LLC
DECREASED9,58210,070-488-5%$4.8M$4.4M-$437.9K2026-10-28
RFG Advisory, LLC
DECREASED9,56012,067-2,507-21%$5.8M$4.4M-$1.4M2026-11-03
Fulcrum Wealth Advisors, LLC
INCREASED9,5569,533+23+0%$4.6M$4.4M-$193.3K2026-10-16
Marks Group Wealth Management, Inc
DECREASED9,5489,825-277-3%$4.7M$4.4M-$336.3K2026-11-05
TritonPoint Partners, LLC
DECREASED9,54112,348-2,807-23%$5.9M$4.4M-$1.5M2026-11-05
MW Advisory, LLC
INCREASED9,5078,099+1,408+17%$3.9M$4.3M+$469.2K2026-10-19
Parisi Gray Wealth Management
INCREASED9,4629,088+374+4%$4.3M$4.3M-$23.5K2026-10-16
Summit Global Investments
DECREASED9,3619,769-408-4%$4.7M$4.3K-$4.7M2026-10-28
Valmark Advisers, Inc.
INCREASED9,3136,972+2,341+34%$3.3M$4.2M+$918.9K2026-11-06
Abacus Wealth Partners, LLC
DECREASED9,3099,928-619-6%$4.7M$4.2M-$494.6K2026-11-03
Montecito Bank & Trust
DECREASED9,3029,554-252-3%$4.6M$4.2M-$319.2K2026-10-01
Peterson Wealth Management
DECREASED9,2939,505-212-2%$4.5M$4.2M-$300.2K2026-11-06
Elevatus Welath Management
INCREASED9,2566,500+2,756+42%$3.1M$4.2M+$1.1M2026-10-19
Moneco Advisors, LLC
INCREASED9,2569,072+184+2%$4.3M$4.2M-$110.1K2026-11-05
Harbour Capital Advisors, LLC
DECREASED9,1779,227-50-1%$4.0M$4.2M+$180.9K2026-10-13
Argos Wealth Advisors, LLC
DECREASED9,0989,585-487-5%$4.6M$4.2M-$427.1K2026-11-02
Chicago Partners Investment Group LLC
INCREASED9,0707,505+1,565+21%$3.1M$3.8M+$677.0K2026-10-27
Stablepoint Partners, LLC
DECREASED8,98510,288-1,303-13%$4.9M$4.1M-$814.3K2026-11-03
Founders Financial Securities LLC
INCREASED8,9528,508+444+5%$4.1M$4.1M+$20.6K2026-10-28
Fourpath Capital Management, LLC
INCREASED8,9166,322+2,594+41%$3.0M$4.1M+$1.0M2026-10-19
Beutel, Goodman & Co Ltd.
DECREASED8,9008,955-55-1%$4.3M$4.1K-$4.3M2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED8,8999,293-394-4%$4.4M$4.1M-$378.4K2026-10-09
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED8,8927,842+1,050+13%$3.7M$4.1M+$311.3K2026-10-21
Trust Point Inc.
INCREASED8,8138,796+17+0%$4.2M$4.0M-$180.3K2026-10-27
Capital Investment Advisors, LLC
DECREASED8,7958,853-58-1%$4.2M$4.0M-$215.7K2026-10-22
Hager Investment Management Services, LLC
DECREASED8,7909,136-346-4%$4.4M$4.0M-$353.4K2026-11-04
Robocap Asset Management Ltd
INCREASED8,7858,666+119+1%$4.1M$4.0M-$131.0K2026-11-02
OceanIQ Capital, LLC
INCREASED8,6908,640+50+1%$3.6M$3.9M+$221.5K2026-10-19
Azzad Asset Management Inc
DECREASED8,6859,151-466-5%$4.4M$4.0M-$408.4K2026-11-04
Balentine LLC
DECREASED8,66412,081-3,417-28%$5.8M$4.0M-$1.8M2026-11-03
Fairfield Financial Advisors, LTD
INCREASED8,6377,400+1,237+17%$3.5M$3.9M+$406.1K2026-10-14
James Investment Research, Inc.
DECREASED8,6328,738-106-1%$4.2M$3.9M-$235.2K2026-10-22
Global Financial Private Client, LLC
DECREASED8,51210,317-1,805-17%$4.9M$3.9M-$1.0M2026-10-15
Bell Asset Management Ltd
DECREASED8,49910,501-2,002-19%$5.0M$3.9M-$1.1M2026-10-08
Jackson Square Capital, LLC
INCREASED8,4908,317+173+2%$4.0M$3.9M-$98.9K2026-10-19
City State Bank
INCREASED8,4818,109+372+5%$3.9M$3.9M-$3.7K2026-10-20
Stiles Financial Services Inc
INCREASED8,4787,462+1,016+14%$3.6M$3.9M+$304.2K2026-10-30
Gerber Kawasaki Wealth & Investment Management
DECREASED8,4428,475-330%$4.0M$3.9M-$196.2K2026-10-29
Lanark Financial, Inc.
DECREASED8,4288,770-342-4%$4.2M$3.8M-$343.6K2026-10-26
Rakuten Securities, Inc.
DECREASED8,4158,848-433-5%$4.2M$3.8M-$386.7K2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED8,3658,36500%$4.0M$4.0M$02026-10-13
Fifth Third Wealth Advisors LLC
DECREASED8,3008,435-135-2%$4.0M$3.8M-$241.6K2026-10-22
Coronation Fund Managers Ltd.
INCREASED8,2956,692+1,603+24%$3.2M$3.8M+$588.2K2026-10-27
Alps Advisors Inc
INCREASED8,2547,782+472+6%$3.7M$3.8M+$48.9K2026-11-03
Aviso Wealth Management
DECREASED8,2478,288-410%$4.0M$3.8M-$195.9K2026-11-04
Boomfish Wealth Group, LLC
INCREASED8,1308,030+100+1%$3.8M$3.7M-$126.1K2026-10-22
XXI Wealth, LLC
INCREASED8,0917,173+918+13%$3.4M$3.7M+$265.4K2026-10-22
Tritonpoint Wealth, LLC
DECREASED8,0638,456-393-5%$4.0M$3.7M-$360.1K2026-10-19
Victory Financial Group, LLC
INCREASED8,0076,784+1,223+18%$3.2M$3.7M+$412.9K2026-10-27
HF Advisory Group, LLC
DECREASED7,9788,069-91-1%$3.9M$3.6M-$214.7K2026-10-09
Veracity Capital LLC
DECREASED7,9778,337-360-4%$4.0M$3.6M-$342.4K2026-10-08
Trust Co of the South
DECREASED7,9588,008-50-1%$3.8M$3.6M-$194.0K2026-10-21
Foster Group, Inc.
DECREASED7,9418,113-172-2%$3.9M$3.6M-$251.9K2026-10-13
Nfsg Corp
INCREASED7,9394,714+3,225+68%$2.3M$3.6M+$1.4M2026-10-15
First Horizon Corp
INCREASED7,9037,895+8+0%$3.8M$3.6M-$165.1K2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED7,9007,90000%$3.8M$3.6M-$168.9K2026-10-30
StoneX Group Inc.
INCREASED7,8956,187+1,708+28%$3.0M$3.5M+$536.1K2026-11-03
Beacon Financial Group
INCREASED7,8917,684+207+3%$3.7M$3.6M-$70.3K2026-10-19
Confluence Investment Management LLC
INCREASED7,8837,622+261+3%$3.6M$3.6M-$43.9K2026-10-01
PUREfi Wealth, LLC
INCREASED7,7917,284+507+7%$3.5M$3.6M+$75.6K2026-10-19
Albert D Mason Inc
DECREASED7,7917,914-123-2%$3.8M$3.6M-$225.3K2026-10-27
Fulcrum Asset Management LLP
DECREASED7,77112,902-5,131-40%$5.9M$3.6M-$2.3M2026-11-04
Kingdom Financial Group Llc.
DECREASED7,7528,176-424-5%$3.9M$3.5M-$368.1K2026-11-04
Baxter Bros Inc
INCREASED7,7476,997+750+11%$3.3M$3.5M+$192.5K2026-11-04
Focus Financial Network, Inc.
DECREASED7,7308,823-1,093-12%$4.2M$3.5M-$687.2K2026-10-14
Simplicity Wealth,LLC
DECREASED7,6649,315-1,651-18%$4.4M$3.5M-$952.3K2026-10-23
Plato Investment Management Ltd
INCREASED7,6507,511+139+2%$3.6M$3.5M-$62.7K2026-11-05
Cane Capital Partners, LLC
INCREASED7,6247,546+78+1%$3.6M$3.5M-$125.8K2026-10-23
Daymark Wealth Partners, LLC
INCREASED7,6147,575+39+1%$3.6M$3.5M-$144.4K2026-11-04
State of Wyoming
DECREASED7,5808,070-490-6%$3.9M$3.5M-$396.1K2026-10-28
Tctc Holdings, LLC
INCREASED7,5437,050+493+7%$3.4M$3.4M+$74.2K2026-11-02
Hardy Reed LLC
INCREASED7,5396,345+1,194+19%$3.0M$3.4M+$409.0K2026-11-06
Souders Financial Advisors
INCREASED7,5347,400+134+2%$3.5M$3.4M-$97.1K2026-11-03
Compass Financial Management LLC
DECREASED7,4808,183-703-9%$3.6M$3.4M-$208.1K2026-10-30
Foresight Capital Management Advisors, Inc.
DECREASED7,4757,863-388-5%$3.8M$3.4M-$345.2K2026-10-27
May Hill Capital, LLC
INCREASED7,4537,107+346+5%$3.4M$3.4M+$5.8K2026-11-03
Principle Wealth Partners LLC
INCREASED7,4406,978+462+7%$3.3M$3.4M+$61.5K2026-11-02
Yousif Capital Management, LLC
INCREASED7,3926,630+762+11%$3.2M$3.4M+$205.9K2026-10-22
Clear Wave Wealth Management LLC
INCREASED7,3796,944+435+6%$3.3M$3.4M+$50.0K2026-11-04
Zions Bancorporation, National Association
DECREASED7,37811,185-3,807-34%$5.3M$3.4M-$2.0M2026-11-06
Mather Group, Llc.
DECREASED7,3727,755-383-5%$3.7M$3.4M-$340.3K2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED7,3437,923-580-7%$3.8M$3.3M-$407.2K2026-10-13
Shepherd Street Advisors LLC
DECREASED7,3087,368-60-1%$3.1M$3.3M+$222.1K2026-10-21
BigSur Wealth Management LLC
UNCHANGED7,3077,30700%$3.5M$3.3M-$155.1K2026-10-13
Avestar Capital, LLC
DECREASED7,24113,222-5,981-45%$6.3M$3.3M-$3.0M2026-10-28
AK Global Asset Management, LLC
INCREASED7,2376,887+350+5%$3.3M$3.3M+$12.4K2026-10-27
Beese Fulmer Investment Management, Inc.
DECREASED7,1797,283-104-1%$3.5M$3.3M-$195.2K2026-10-23
Sun Group Wealth Partners
INCREASED7,1217,033+88+1%$3.4M$3.2M-$110.2K2026-10-26
Mitchell & Pahl Private Wealth, LLC
DECREASED7,1167,128-120%$3.4M$3.2M-$157.9K2026-10-14
Todd Wealth Management, LLC
DECREASED7,1077,156-49-1%$3.4M$3.2M-$175.3K2026-10-19
Schear Investment Advisers, LLC
DECREASED7,10313,705-6,602-48%$6.5M$3.2M-$3.3M2026-10-14
Tempo Wealth, LLC
DECREASED7,1037,188-85-1%$3.4M$3.2M-$192.5K2026-10-14
Sunpointe, LLC
DECREASED7,1017,945-844-11%$3.8M$3.2M-$554.8K2026-10-22
Putney Financial Group LLC
DECREASED7,0947,165-71-1%$3.4M$3.2M-$185.6K2026-10-30
HBK Sorce Advisory LLC
DECREASED7,0937,132-39-1%$3.0M$2.5M-$448.1K2026-11-06
Strong Tower Advisory Services
INCREASED7,0856,164+921+15%$2.9M$3.2M+$288.4K2026-10-13
TKG Advisors, LLC
INCREASED7,0825,940+1,142+19%$2.8M$3.2M+$394.0K2026-11-02
G&S Capital LLC
INCREASED7,0286,353+675+11%$3.0M$3.2M+$172.1K2026-10-23
Diversified Enterprises, LLC
INCREASED7,0216,869+152+2%$3.3M$3.2M-$77.7K2026-10-19
Eos Management, L.P.
UNCHANGED6,9676,96700%$3.3M$3.2M-$149.0K2026-10-27
AM Investment Strategies LLC
UNCHANGED6,9056,90500%$3.3K$3.2K-$1482026-11-05
Grey Ledge Advisors, LLC
DECREASED6,8747,503-629-8%$3.6M$3.1M-$447.6K2026-11-02
Cornerstone Planning, LLC
INCREASED6,8346,802+32+0%$3.2M$3.2M-$24.4K2026-10-27
Traynor Capital Management, Inc.
DECREASED6,8057,026-221-3%$3.4M$3.1M-$251.0K2026-10-29
Jacobi Capital Management LLC
DECREASED6,7556,780-250%$3.2M$3.1M-$156.4K2026-11-05
Hollow Brook Wealth Management LLC
UNCHANGED6,7386,73800%$3.2M$3.1M-$144.1K2026-10-29
Wynn Capital, LLC
DECREASED6,7156,755-40-1%$3.2M$3.1M-$162.7K2026-10-13
King Luther Capital Management Corp
INCREASED6,6566,534+122+2%$3.1M$3.0M-$84.0K2026-11-05
RFG Holdings, Inc.
INCREASED6,6566,537+119+2%$3.1M$3.0M-$85.3K2026-10-30
Summit Wealth Group LLC / Co
INCREASED6,6194,296+2,323+54%$2.1M$3.0M+$967.9K2026-10-29
Myriad Asset Management US LP
INCREASED6,6182,008+4,610+230%$959.0K$3.0M+$2.1M2026-11-03
Certuity, LLC
INCREASED6,5926,345+247+4%$3.0M$3.0M-$20.8K2026-11-02
IPG Investment Advisors LLC
INCREASED6,5715,996+575+10%$2.9M$3.0M+$135.1K2026-10-30
NWF Advisory Services Inc.
INCREASED6,5546,331+223+4%$3.0M$3.0M-$33.6K2026-10-19
Somerset Trust Co
DECREASED6,5316,545-140%$3.1M$3.0M-$146.3K2026-10-13
Quadrant Private Wealth Management, LLC
NEW6,522—+6,522——$3.0M—2026-11-04
General Partner, Inc.
UNCHANGED6,4726,47200%$3.1M$3.0M-$138.4K2026-10-05
Howard Financial Services, Ltd.
INCREASED6,4006,249+151+2%$3.0M$2.9M-$64.7K2026-10-15
Portside Wealth Group, LLC
INCREASED6,3995,130+1,269+25%$2.4M$2.9M+$469.2K2026-10-20
Well Done, LLC
DECREASED6,3616,820-459-7%$3.3M$2.9M-$355.2K2026-10-20
Journey Advisory Group, LLC
DECREASED6,3356,839-504-7%$3.3M$2.9M-$375.7K2026-11-04
Cooper Financial Group
INCREASED6,3136,291+22+0%$3.0M$2.9M-$124.5K2026-10-07
Symmetry Partners, LLC
INCREASED6,3004,926+1,374+28%$2.4M$2.9M+$521.5K2026-10-27
Moody National Bank Trust Division
DECREASED6,2588,311-2,053-25%$4.0M$2.9M-$1.1M2026-10-06
Turning Point Benefit Group, Inc.
DECREASED6,2577,184-927-13%$3.4M$2.9M-$524.7K2026-10-28
Charles Schwab Trust Co
UNCHANGED6,2566,25600%$3.0M$2.9M-$133.8K2026-10-15
Floyd Financial Group LLC
DECREASED6,2536,504-251-4%$2.7M$2.8M+$49.1K2026-10-28
KG Capital Management
INCREASED6,2286,203+25+0%$3.0M$2.8M-$121.2K2026-10-15
Wealth Analytics Partners, LLC
INCREASED6,2256,114+111+2%$2.6M$2.8M+$269.7K2026-10-19
Connecticut Wealth Management, LLC
DECREASED6,1966,678-482-7%$3.2M$2.8M-$362.6K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED6,1675,874+293+5%$2.8M$2.8M+$8.2K2026-10-30
Madson Wealth Advisors Inc
DECREASED6,1246,349-225-4%$3.0M$2.8M-$238.4K2026-10-13
Bennett Selby Investments LP
INCREASED6,0975,801+296+5%$2.8M$2.8M+$11.0K2026-10-19
Athena Wealth Management, LLC
INCREASED6,0675,887+180+3%$2.8M$2.8M-$43.6K2026-10-09
Formidable Asset Management, LLC
DECREASED6,0516,259-208-3%$2.1M$2.9M+$774.5K2026-11-03
WealthTrust Asset Management, LLC
DECREASED6,0356,437-402-6%$3.1M$2.8M-$321.0K2026-10-22
PVG Asset Management Corp
INCREASED6,0135,676+337+6%$2.7M$2.7M+$32.4K2026-10-19
Eastern Bank
INCREASED5,9835,913+70+1%$2.8M$2.7M-$94.5K2026-10-05
WealthPlan Investment Management, LLC
INCREASED5,9734,219+1,754+42%$2.0M$2.7M+$710.0K2026-10-15
Allen Wealth Management, LLC
DECREASED5,9726,759-787-12%$3.2M$2.7M-$503.5K2026-10-29
Private Wealth Partners, LLC
DECREASED5,9627,362-1,400-19%$3.5M$2.7M-$796.1K2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED5,9535,496+457+8%$2.6M$2.7M+$90.9K2026-10-13
Chapman Financial Group, LLC
DECREASED5,9476,035-88-1%$2.9M$2.7M-$169.2K2026-10-26
LifeGoal Investments, LLC
INCREASED5,923550+5,373+977%$262.7K$2.7M+$2.4M2026-10-09
DDD Partners, LLC
INCREASED5,9211,829+4,092+224%$873.5K$2.7M+$1.8M2026-11-02
Riverbridge Partners LLC
DECREASED5,9166,809-893-13%$3.3M$2.7M-$553.0K2026-11-05
Gradient Capital Advisors, LLC
DECREASED5,9095,974-65-1%$2.9M$2.7M-$157.4K2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED5,8985,954-56-1%$2.8M$2.7M-$152.8K2026-10-30
RMR Wealth Builders
INCREASED5,8935,841+52+1%$2.8M$2.7M-$101.3K2026-10-22
Trueblood Wealth Management, LLC
INCREASED5,8865,851+35+1%$2.8M$2.7M-$109.2K2026-10-23
Meridian Financial Partners LLC
INCREASED5,8795,824+55+1%$2.4M$2.5M+$39.2K2026-10-23
Marino, Stram & Associates LLC
INCREASED5,8665,781+85+1%$2.8M$2.7M-$84.9K2026-10-22
Iams Wealth Management, LLC
INCREASED5,836428+5,408+1264%$204.4K$2.7M+$2.5M2026-10-15
Braeburn Wealth Management LLC
INCREASED5,8361,314+4,522+344%$627.8K$2.7M+$2.0M2026-10-15
Old Second National Bank of Aurora
INCREASED5,823412+5,411+1313%$196.8K$2.7M+$2.5M2026-10-22
Eurizon Asset Management Slovakia, sprav. spol., a.s.
UNCHANGED5,7455,74500%$2.7M$2.6M-$122.8K2026-11-06
Teamwork Financial Advisors, LLC
DECREASED5,73817,125-11,387-66%$8.2M$2.6M-$5.6M2026-10-19
Algebris (UK) LTD
INCREASED5,7303,236+2,494+77%$1.5M$2.6M+$1.1M2026-11-06
FSM Wealth Advisors, LLC
DECREASED5,7056,017-312-5%$2.9M$2.6M-$260.5K2026-10-27
Koshinski Asset Management, Inc.
DECREASED5,7035,922-219-4%$2.8M$2.6M-$226.7K2026-10-29
HBW Advisory Services LLC
DECREASED5,6858,710-3,025-35%$4.2M$2.6M-$1.6M2026-10-15
Apella Capital, LLC
INCREASED5,6814,374+1,307+30%$1.9M$2.7M+$790.7K2026-10-08
Novem Group
INCREASED5,6375,279+358+7%$2.5M$2.6M+$50.4K2026-10-19
Cape Investment Advisory, Inc.
DECREASED5,6176,801-1,184-17%$3.2M$2.6M-$685.4K2026-10-13
Heritage Wealth Management, Inc.
DECREASED5,5955,646-51-1%$2.7M$2.6M-$144.0K2026-10-28
Norden Group LLC
DECREASED5,5935,598-50%$2.7M$2.6M-$122.0K2026-10-20
Advisory Resource Group
DECREASED5,5605,602-42-1%$2.7M$2.5M-$138.7K2026-10-26
Point Nemo Capital, LLC
INCREASED5,5455,241+304+6%$2.5M$2.5M+$26.5K2026-11-03
MCF Advisors LLC
INCREASED5,5213,319+2,202+66%$1.6M$2.5M+$934.1K2026-10-28
LS Investment Advisors, LLC
INCREASED5,5195,504+15+0%$2.6M$2.5M-$110.8K2026-10-13
Nvwm, LLC
INCREASED5,5045,317+187+4%$2.5M$2.5M-$28.4K2026-10-14
WP Advisors, LLC
INCREASED5,5025,174+328+6%$2.5M$2.5M+$39.0K2026-10-22
Strategic Blueprint, LLC
INCREASED5,4724,937+535+11%$2.4M$2.5M+$138.6K2026-10-22
Trust Co of Oklahoma
DECREASED5,4706,188-718-12%$3.0M$2.5M-$459.8K2026-10-15
Harbor Investment Advisory, LLC
DECREASED5,4405,653-213-4%$2.7M$2.5M-$218.0K2026-10-13
First Bank & Trust
DECREASED5,4095,769-360-6%$2.8M$2.5M-$287.6K2026-10-19
Chicago Trust Co NA
INCREASED5,4015,374+27+1%$2.6M$2.5M-$102.6K2026-10-28
Challenger Wealth Management
INCREASED5,3915,333+58+1%$2.5M$2.5M-$87.6K2026-10-30
Mandatum Life Insurance Co Ltd
DECREASED5,3835,483-100-2%$2.6M$2.5M-$162.8K2026-11-06
Demars Financial Group, LLC
INCREASED5,3785,165+213+4%$2.5M$2.5M-$13.3K2026-10-22
Enterprise Financial Services Corp
INCREASED5,3555,239+116+2%$2.5M$2.4M-$59.1K2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED5,3134,107+1,206+29%$2.0M$2.4M+$462.4K2026-10-26
Victrix Investment Advisors
DECREASED5,2955,344-49-1%$2.6M$2.4M-$136.6K2026-10-13
Glenview Trust Co
DECREASED5,2905,343-53-1%$2.6M$2.4M-$138.4K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED5,2885,820-532-9%$2.8M$2.4M-$367.1K2026-10-14
Aljian Capital Management, LLC
INCREASED5,2785,076+202+4%$2.4M$2.4M-$16.4K2026-10-28
Fulton Bank, N.A.
UNCHANGED5,2705,27000%$2.5M$2.4M-$112.7K2026-10-14
Biltmore Family Office, LLC
DECREASED5,2555,260-50%$2.5M$2.4M-$113.8K2026-11-03
Crumly & Associates Inc.
INCREASED5,2515,198+53+1%$2.5M$2.4M-$86.9K2026-10-07
Blue Jean Financial LLC
INCREASED5,2465,182+64+1%$2.5M$2.4M-$81.6K2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED5,2335,23300%$2.5M$2.4M-$111.9K2026-11-05
Rossmore Private Capital
INCREASED5,2112,596+2,615+101%$1.2M$2.4M+$1.1M2026-10-27
Worthington Financial Partners, LLC
DECREASED5,2085,219-110%$2.5M$2.4M-$116.4K2026-10-13
Triton Wealth Management, Pllc
INCREASED5,1993,866+1,333+34%$1.7M$2.1M+$423.2K2026-11-04
IronOak Wealth Llc.
NEW5,175—+5,175——$2.4M—2026-11-06
GK Wealth Management LLC
DECREASED5,1357,015-1,880-27%$3.4M$2.3M-$1.0M2026-10-09
Impact Capital Partners LLC
DECREASED5,1355,392-257-5%$2.6M$2.3M-$232.5K2026-10-22
Wealthcare Advisory Partners LLC
DECREASED5,1295,144-150%$2.5M$2.3M-$116.9K2026-10-21
Rosenberg Matthew Hamilton
DECREASED5,1235,149-260%$2.5M$2.3M-$121.9K2026-10-05
Wealth Science Advisors LLC
INCREASED5,1144,845+269+6%$2.3M$2.3M+$19.1K2026-10-09
Laurel OAK Wealth Management, LLC
DECREASED5,0845,357-273-5%$2.6M$2.3M-$238.9K2026-10-19
Mindset Wealth Management, LLC
INCREASED5,0655,063+2+0%$2.4M$2.3M-$107.3K2026-10-19
Viewpoint Investment Partners Corp
DECREASED5,0365,101-65-1%$2.7M$2.6M-$159.6K2026-10-26
Waldron Private Wealth LLC
INCREASED5,0294,981+48+1%$2.4M$2.3M-$79.0K2026-11-02
WMS Group LLC
DECREASED5,0175,089-72-1%$2.4M$2.3M-$141.6K2026-11-06
Grey Fox Wealth Advisors, LLC
DECREASED5,0165,353-337-6%$2.6M$2.3M-$267.7K2026-11-03
Mattern Capital Management, LLC
DECREASED5,0075,057-50-1%$2.4M$2.3M-$130.9K2026-11-02
Cherokee Insurance Co
UNCHANGED5,0005,00000%$2.4M$2.3M-$106.9K2026-11-05
PFG Advisors
INCREASED4,9854,675+310+7%$2.2M$2.3M+$41.5K2026-10-16
Bank of Stockton
INCREASED4,9584,475+483+11%$2.1M$2.3M+$124.7K2026-10-20
BIP Wealth, LLC
DECREASED4,9194,964-45-1%$2.4M$2.2M-$126.4K2026-10-22
Facet Wealth, Inc.
INCREASED4,8954,002+893+22%$1.9M$2.2M+$321.7K2026-11-04
Barden Capital Management, Inc.
DECREASED4,8635,633-770-14%$2.7M$2.2M-$471.7K2026-10-09
1620 Investment Advisors, Inc.
DECREASED4,8425,284-442-8%$2.5M$2.2M-$314.6K2026-11-04
Vann Equity Management LLC
INCREASED4,8404,832+8+0%$2.3M$2.2M-$99.9K2026-10-08
CWA Asset Management Group, LLC
INCREASED4,8354,599+236+5%$2.2M$2.2M+$9.3K2026-10-19
GHP Investment Advisors, Inc.
DECREASED4,7965,249-453-9%$2.5M$2.2M-$319.2K2026-10-15
UMB Bank, n.a.
DECREASED4,7745,618-844-15%$2.7M$2.2M-$505.1K2026-11-06
Elevated Private Wealth, LLC
DECREASED4,7734,917-144-3%$2.3M$2.2M-$170.8K2026-10-15
Ables, Iannone, Moore & Associates, Inc.
INCREASED4,7624,226+536+13%$2.0M$2.2M+$154.2K2026-10-06
Cannon Capital Management, Inc.
INCREASED4,7574,647+110+2%$2.2M$2.2M-$49.0K2026-11-03
BankChampaign, National Association
DECREASED4,7514,842-91-2%$2.3M$2.2M-$145.0K2026-10-19
Roman Butler Fullerton & Co
INCREASED4,7393,280+1,459+44%$1.4M$2.0M+$608.9K2026-10-27
United Advisor Group, LLC
INCREASED4,7273,006+1,721+57%$1.4M$2.2M+$720.9K2026-11-03
Windsor Capital Management, LLC
DECREASED4,7064,953-247-5%$2.4M$2.1M-$218.6K2026-10-13
MSH Capital Advisors LLC
INCREASED4,700563+4,137+735%$268.9K$2.2M+$1.9M2026-11-03
Collaborative Fund Advisors, LLC
INCREASED4,6983,655+1,043+29%$1.7M$2.1M+$397.7K2026-11-02
Bingham Private Wealth, LLC
INCREASED4,6974,571+126+3%$2.2M$2.1M-$40.2K2026-11-05
Absolute Capital Management, LLC
INCREASED4,6864,177+509+12%$2.0M$2.1M+$143.4K2026-10-16
Visionary Wealth Advisors
INCREASED4,6844,625+59+1%$2.2M$2.1M-$72.0K2026-11-04
Blue Fin Capital, Inc.
INCREASED4,680931+3,749+403%$444.6K$2.1M+$1.7M2026-10-28
Winthrop Capital Management, LLC
INCREASED4,6794,667+12+0%$2.2M$2.1M-$94.5K2026-11-05
XML Financial, LLC
DECREASED4,6786,447-1,769-27%$3.1M$2.1M-$945.1K2026-10-29
Wilmington Savings Fund Society, FSB
INCREASED4,6784,528+150+3%$2.2M$2.1M-$28.4K2026-10-23
Elyxium Wealth, LLC
INCREASED4,6564,542+114+3%$2.2M$2.1M-$45.1K2026-10-27
Vestor Capital, LLC
DECREASED4,64695,819-91,173-95%$4.9K$212-$4.7K2026-11-04
Sage Mountain Advisors LLC
DECREASED4,6445,937-1,293-22%$2.8M$2.1M-$716.8K2026-11-02
Narwhal Capital Management
UNCHANGED4,6344,63400%$2.2M$2.1M-$99.1K2026-11-04
Triad Wealth Partners, LLC
INCREASED4,5844,417+167+4%$1.8M$2.1M+$297.3K2026-10-26
Argus Investors' Counsel, Inc.
INCREASED4,5711,340+3,231+241%$639.9K$2.1M+$1.4M2026-10-09
Cravens & Co Advisors, LLC
INCREASED4,5664,361+205+5%$2.1M$2.1M+$2812026-10-16
New Wave Wealth Advisors LLC
DECREASED4,5264,669-143-3%$2.2M$2.0M-$218.8K2026-10-19
AA Financial Advisors, LLC
INCREASED4,5184,285+233+5%$2.0M$2.1M+$14.7K2026-10-19
Leibman Financial Services, Inc.
DECREASED4,5114,706-195-4%$2.2M$2.1M-$189.7K2026-10-13
Canvas Wealth Advisors, LLC
INCREASED4,5004,255+245+6%$2.0M$1.9M-$88.9K2026-11-02
Professional Financial Advisors, LLC
INCREASED4,4894,449+40+1%$2.1M$2.0M-$76.8K2026-10-13
Ahara Advisors LLC
INCREASED4,4853,532+953+27%$1.7M$2.0M+$359.5K2026-10-29
Acropolis Investment Management, LLC
DECREASED4,4854,700-215-5%$2.2M$2.0M-$198.6K2026-10-08
Sherman Asset Management, Inc.
UNCHANGED4,4764,47600%$2.1M$2.0M-$95.7K2026-11-05
Fishman JAY A LTD
UNCHANGED4,4374,43700%$2.1M$2.0M-$94.9K2026-10-26
Focused Alpha, LLC
INCREASED4,4294,210+219+5%$2.0M$2.0M+$9.8K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED4,4222,988+1,434+48%$1.4M$2.0M+$590.3K2026-11-02
Creative Financial Designs Inc
DECREASED4,4214,470-49-1%$2.1M$2.0M-$118.0K2026-11-04
Advisor Resource Council
DECREASED4,4074,751-344-7%$2.1M$2.1M-$8.8K2026-11-05
Cordatus Wealth Management LLC
INCREASED4,3984,377+21+0%$2.1M$2.0M-$84.0K2026-10-19
Sage Rhino Capital LLC
DECREASED4,3774,465-88-2%$2.1M$2.0M-$135.4K2026-10-28
Oakmont Investment Advisors, Inc.
INCREASED4,3541,263+3,091+245%$603.0K$2.0M+$1.4M2026-10-21
Krilogy Financial LLC
INCREASED4,3373,622+715+20%$1.7M$1.9M+$197.7K2026-10-13
Riversedge Advisors, LLC
DECREASED4,3354,611-276-6%$2.2M$2.0M-$224.5K2026-10-09
Endowment Wealth Management, Inc.
DECREASED4,3244,532-208-5%$2.2M$2.0M-$191.5K2026-11-03
Revisor Wealth Management LLC
DECREASED4,3224,733-411-9%$2.3M$1.9M-$391.3K2026-10-20
Rudd Co d/b/a Styre Wealth
NEW4,300—+4,300——$1.8M—2026-10-29
AXS Investments LLC
UNCHANGED4,3004,30000%$2.1M$2.0M-$91.9K2026-11-04
Valley Brook Capital Group, Inc.
INCREASED4,2984,153+145+3%$2.0M$2.0M-$22.6K2026-10-26
GFG Capital, LLC
DECREASED4,2694,392-123-3%$2.1M$1.9M-$150.0K2026-10-16
Brian LOW Financial Group, LLC
INCREASED4,2563,853+403+10%$1.8M$1.9M+$101.5K2026-10-28
M Holdings Securities, Inc.
NEW4,253—+4,253——$1.8K—2026-11-03
Fortress Financial Solutions, LLC
NEW4,243—+4,243——$1.9M—2026-10-14
JGP Wealth Management, LLC
INCREASED4,2384,077+161+4%$1.9M$1.9M-$14.1K2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED4,2354,476-241-5%$2.1M$1.9M-$205.4K2026-10-21
Net Worth Advisory Group
DECREASED4,2116,032-1,821-30%$2.9M$1.9M-$946.9K2026-10-20
Alpha Zero LLC
INCREASED4,2013,373+828+25%$1.4M$1.9M+$534.5K2026-11-06
Alliance Private Wealth, LLC
DECREASED4,1624,812-650-14%$2.3M$1.9M-$399.4K2026-10-20
Stockman Wealth Management, Inc.
DECREASED4,1554,158-30%$2.0M$1.9M-$90.3K2026-10-27
CGN Advisors LLC
INCREASED4,1211,263+2,858+226%$603.3K$1.9M+$1.3M2026-10-21
Purkiss Capital Advisors LLC
DECREASED4,1134,117-40%$2.0M$1.9M-$89.8K2026-11-06
United Capital Management of KS, Inc.
INCREASED4,0664,037+29+1%$1.9M$1.9M-$73.4K2026-11-04
Ridgewood Investments LLC
DECREASED4,0534,152-99-2%$2.0M$1.8M-$133.9K2026-10-05
Rossby Financial, LCC
INCREASED4,0454,017+28+1%$1.9M$1.8M-$73.0K2026-11-05
Romano Brothers and Company
DECREASED4,0395,207-1,168-22%$2.5M$1.8M-$644.2K2026-10-22
Griffin Asset Management, Inc.
UNCHANGED4,0334,03300%$1.9M$1.8M-$86.2K2026-10-22
55 North Private Wealth, LLC
INCREASED4,0273,537+490+14%$1.7M$1.8M+$147.9K2026-10-20
Pzena Investment Management LLC
DECREASED4,0254,054-29-1%$1.9M$1.8M-$99.9K2026-10-30
Connective Portfolio Management, LLC
DECREASED4,0005,100-1,100-22%$2.4M$1.8M-$610.8K2026-10-22
Leo Wealth, LLC
NEW3,959—+3,959——$1.8M—2026-10-26
Advisor OS, LLC
DECREASED3,9524,290-338-8%$2.0M$1.8M-$245.8K2026-11-03
Avantra Family Wealth, Inc.
DECREASED3,9304,183-253-6%$2.0M$1.8M-$205.0K2026-10-20
Ring Mountain Capital, LLC
INCREASED3,9163,536+380+11%$1.7M$1.8M+$97.8K2026-10-13
Traveka Wealth, LLC
INCREASED3,8972,344+1,553+66%$1.1M$1.8M+$658.3K2026-10-19
Fiduciary Financial Group, LLC
INCREASED3,8942,820+1,074+38%$1.3M$1.8M+$429.7K2026-10-13
Larson Financial Group LLC
INCREASED3,8912,914+977+34%$1.4M$1.8M+$383.7K2026-11-05
RED Lighthouse Investment Management, LLC
UNCHANGED3,8913,89100%$1.9M$1.8M-$83.2K2026-11-02
Gibbs Wealth Management
INCREASED3,8842,820+1,064+38%$1.3M$1.8M+$425.1K2026-10-22
Joel Isaacson & Co., LLC
DECREASED3,8834,222-339-8%$2.0M$1.8M-$244.9K2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED3,8323,884-52-1%$1.9M$1.7M-$106.8K2026-10-30
Value Partners Investments Inc.
INCREASED3,8303,576+254+7%$1.7M$1.8M+$46.2K2026-10-19
Brady Martz Wealth Solutions, LLC
INCREASED3,7982,355+1,443+61%$1.1M$1.7M+$607.9K2026-11-05
Capital Wealth Alliance, LLC
INCREASED3,726523+3,203+612%$249.8K$1.7M+$1.4M2026-10-20
United Bank
NEW3,725—+3,725——$1.7M—2026-11-06
Foster Victor Wealth Advisors, LLC
INCREASED3,7253,606+119+3%$1.5M$1.6M+$49.0K2026-10-21
Evanson Financial, LLC
DECREASED3,7183,739-21-1%$1.8M$1.7M-$89.6K2026-10-23
Delta Financial Advisors LLC
INCREASED3,7153,338+377+11%$1.6M$1.7M+$100.6K2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED3,7104,005-295-7%$1.9M$1.7M-$220.2K2026-11-05
Latitude Advisors, LLC
DECREASED3,7023,714-120%$1.8M$1.7M-$85.0K2026-10-27
Byrne Asset Management LLC
INCREASED3,6753,579+96+3%$1.7M$1.7M-$21.7K2026-10-06
Bernardo Wealth Planning LLC
INCREASED3,6741,837+1,837+100%$877.3K$1.7M+$798.7K2026-10-23
Burney Co/
NEW3,667—+3,667——$1.7M—2026-10-15
Inscription Capital, LLC
DECREASED3,6595,083-1,424-28%$2.4M$1.7M-$758.3K2026-11-02
Pictet Bank & Trust Ltd
DECREASED3,6553,928-273-7%$1.9M$1.7M-$208.5K2026-10-21
Vertrix Wealth Management, LLC
DECREASED3,6433,645-20%$1.7M$1.7M-$78.7K2026-10-13
MFA Wealth Services
DECREASED3,6243,702-78-2%$1.8M$1.7M-$115.0K2026-10-14
Monte Financial Group, LLC
INCREASED3,6063,598+8+0%$1.5M$1.6M+$190.5K2026-11-02
Ashton Thomas Securities, LLC
DECREASED3,6023,685-83-2%$1.7M$1.6M-$91.4K2026-10-26
Balefire, LLC
INCREASED3,5913,312+279+8%$1.6M$1.6M+$56.5K2026-10-09
First Nebraska Trust Co
UNCHANGED3,5823,58200%$1.7M$1.6M-$76.6K2026-10-30
Investment Research Partners LLC
DECREASED3,5753,646-71-2%$1.7M$1.6M-$110.3K2026-10-19
Channel Wealth LLC
INCREASED3,5443,517+27+1%$1.7M$1.6M-$62.9K2026-11-06
Providence First Trust Co
DECREASED3,5263,671-145-4%$1.8M$1.6M-$144.6K2026-11-02
Essex Bank
INCREASED3,5233,367+156+5%$1.6M$1.6M-$8222026-10-16
1900 Wealth Management LLC
INCREASED3,5173,229+288+9%$1.5M$1.6M+$62.3K2026-10-13
Golden State Wealth Management, LLC
DECREASED3,5143,552-38-1%$1.7M$1.6M-$93.2K2026-11-02
Pacific Wealth Strategies Group, Inc.
UNCHANGED3,5083,50800%$1.7M$1.6M-$75.0K2026-11-02
Ejmk Ventures LLC
INCREASED3,5063,422+84+2%$1.6M$1.6M-$34.4K2026-10-21
Signal Advisors Wealth, LLC
INCREASED3,4983,400+98+3%$1.6M$1.6M-$27.6K2026-10-13
Baker Avenue Asset Management, LP
INCREASED3,4823,236+246+8%$1.5M$1.6M+$43.1K2026-11-06
Commonwealth Financial Services, LLC
INCREASED3,4773,051+426+14%$1.5M$1.6M+$129.2K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
INCREASED3,4593,436+23+1%$1.6M$1.6M-$62.9K2026-10-08
Tamar Securities, LLC
INCREASED3,4532,580+873+34%$1.2M$1.6M+$343.2K2026-11-03
Klingman & Associates, LLC
INCREASED3,4503,302+148+4%$1.6M$1.6M-$3.1K2026-10-20
Peoples Bank
INCREASED3,4413,429+12+0%$1.6M$1.6M-$67.8K2026-10-09
Marathon Mission, Inc.
INCREASED3,4313,335+96+3%$1.6M$1.6M-$27.5K2026-10-01
Bison Wealth, LLC
DECREASED3,4283,441-130%$1.6M$1.5M-$31.6K2026-10-13
Hoey Investments, Inc
INCREASED3,4273,077+350+11%$1.5M$1.6M+$93.9K2026-10-29
Prosperitas Financial LLC
INCREASED3,4243,172+252+8%$1.5M$1.6M+$47.3K2026-10-28
Tableaux LLC
DECREASED3,4103,474-64-2%$1.7M$1.6M-$103.4K2026-10-23
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED3,4073,40700%$1.6M$1.6M-$72.8K2026-10-16
Hara Capital LLC
UNCHANGED3,4003,40000%$1.6M$1.6M-$72.2K2026-10-30
Summa Corp.
UNCHANGED3,4003,40000%$1.6M$1.6M-$72.7K2026-10-30
Investment House LLC
INCREASED3,3912,861+530+19%$1.4M$1.5M+$180.6K2026-10-21
Client 1ST Advisory Group, LLC
INCREASED3,3893,366+23+1%$1.6M$1.5M-$61.5K2026-10-19
West Paces Advisors Inc.
INCREASED3,3852,750+635+23%$1.3M$1.5M+$230.9K2026-10-13
Plancorp, LLC
INCREASED3,3752,951+424+14%$1.2M$1.4M+$126.6K2026-11-03
Walkner Condon Financial Advisors LLC
DECREASED3,3623,366-40%$1.6M$1.5M-$73.8K2026-11-02
Goldstein Advisors, LLC
INCREASED3,3613,346+15+0%$1.6M$1.5M-$64.7K2026-10-15
BKM Wealth Management, LLC
DECREASED3,3323,468-136-4%$1.7M$1.5M-$136.2K2026-10-22
Richard C. Young & Co., Ltd.
INCREASED3,3203,288+32+1%$1.6M$1.5M-$55.4K2026-11-04
Cache Advisors, LLC
NEW3,318—+3,318——$1.5M—2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED3,3153,087+228+7%$1.5M$1.5M+$38.0K2026-10-30
Lodestone Wealth Management LLC
INCREASED3,3123,231+81+3%$1.5M$1.5M-$31.8K2026-10-14
1834 Investment Advisors Co
DECREASED3,3003,584-284-8%$1.7M$1.5M-$206.2K2026-10-16
Toth Financial Advisory Corp
INCREASED3,2823,214+68+2%$1.5M$1.5M-$37.7K2026-10-08
Orser Capital Management, LLC
INCREASED3,2803,143+137+4%$1.5M$1.5M-$4.7K2026-10-13
Brown Shipley& Co Ltd
DECREASED3,2763,683-407-11%$1.8M$1.5M-$264.4K2026-10-09
Perryman Financial Advisory Inc
INCREASED3,2753,054+221+7%$1.5M$1.5M+$35.5K2026-10-16
Nisa Investment Advisors, LLC
INCREASED3,2723,250+22+1%$1.6M$1.5M-$58.8K2026-10-20
Curbstone Financial Management Corp
DECREASED3,2484,036-788-20%$1.9M$1.5M-$445.8K2026-10-21
First Pacific Financial
DECREASED3,2403,276-36-1%$1.6M$1.5M-$86.5K2026-10-14
William John Sempolinski
DECREASED3,2353,360-125-4%$1.6M$1.5M-$128.9K2026-10-20
Mengis Capital Management, Inc.
UNCHANGED3,2263,22600%$1.5M$1.5M-$69.0K2026-10-13
Investment Partners, Ltd.
INCREASED3,2213,044+177+6%$1.5M$1.5M+$15.5K2026-10-29
Symphony Financial, Ltd. Co.
INCREASED3,2202,521+699+28%$1.2M$1.5M+$293.3K2026-10-22
Private Trust Co NA
INCREASED3,2202,587+633+24%$1.2M$1.5M+$233.5K2026-10-20
Genus Capital Management Inc.
UNCHANGED3,2153,21500%$1.5M$1.5M-$68.7K2026-11-04
Richards, Merrill & Peterson, Inc.
DECREASED3,2133,363-150-4%$1.6M$1.5M-$140.2K2026-10-19
Accredited Investors Inc.
INCREASED3,2043,137+67+2%$1.5M$1.5M-$36.5K2026-11-03
Root Financial Partners, LLC
INCREASED3,1982,611+587+22%$1.2M$1.5M+$212.0K2026-10-21
Argentarii, LLC
INCREASED3,1753,164+11+0%$1.3M$1.4M+$113.0K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED3,1722,524+648+26%$1.2M$1.4M+$241.6K2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED3,1553,277-122-4%$1.6M$1.4M-$125.7K2026-10-16
LVZ, Inc.
INCREASED3,1512,956+195+7%$1.4M$1.4M+$25.8K2026-10-20
Quad-Cities Investment Group, LLC
DECREASED3,1443,209-65-2%$1.5M$1.4M-$98.2K2026-10-16
Sheets Smith Wealth Management
UNCHANGED3,1443,14400%$1.5M$1.4M-$67.2K2026-10-16
TBH Global Asset Management, LLC
DECREASED3,1393,167-28-1%$1.5M$1.4M-$80.5K2026-11-03
Wiregrass Investment Management LLC
DECREASED3,1263,651-525-14%$1.7M$1.4M-$317.5K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED3,1222,993+129+4%$1.4M$1.4M-$5.4K2026-10-29
Richard P Slaughter Associates Inc
INCREASED3,1133,107+6+0%$1.5M$1.4M-$63.7K2026-10-13
McHugh Group, LLC
UNCHANGED3,1083,10800%$1.5M$1.4M-$66.4K2026-10-19
Grove Bank & Trust
INCREASED3,0992,945+154+5%$1.4M$1.4M+$7.3K2026-10-08
Intesa Sanpaolo Wealth Management
DECREASED3,0923,119-27-1%$1.5M$1.4M-$79.0K2026-10-28
Bill Few Associates, Inc.
DECREASED3,0903,144-54-2%$1.5M$1.4M-$92.1K2026-10-09
Matisse Capital
DECREASED3,0833,635-552-15%$1.7M$1.4M-$329.5K2026-10-29
Schuylkill Financial LLC
DECREASED3,0703,556-486-14%$1.7M$1.4M-$297.8K2026-10-21
Accurate Wealth Management, LLC
INCREASED3,0582,910+148+5%$1.3M$1.4M+$95.5K2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED3,0502,966+84+3%$1.4M$1.4M-$25.1K2026-10-13
BXM Wealth LLC
UNCHANGED3,0483,04800%$1.5M$1.4M-$65.2K2026-11-03
Avior Wealth Management, LLC
INCREASED3,0452,973+72+2%$1.4M$1.4M-$30.9K2026-10-13
Avalon Capital Management
DECREASED3,0383,580-542-15%$1.7M$1.4M-$323.8K2026-11-04
World Equity Group, Inc.
DECREASED3,03710,230-7,193-70%$4.9M$1.4M-$3.5M2026-10-14
Lee Financial Co
INCREASED3,0353,024+11+0%$1.4M$1.4M-$59.6K2026-10-16
Uniting Wealth Partners, LLC
INCREASED3,0252,908+117+4%$1.4M$1.4M-$8.1K2026-11-06
Euro Pacific Asset Management, LLC
INCREASED3,0232,873+150+5%$825$1.4M+$1.4M2026-11-03
Avantax Planning Partners, Inc.
INCREASED3,0032,471+532+22%$1.2M$1.4M+$189.9K2026-11-03
Hoge Financial Services, LLC
UNCHANGED2,9732,97300%$1.4M$1.4M-$63.5K2026-11-05
Burford Brothers, Inc.
DECREASED2,9552,986-31-1%$1.4M$1.3M-$78.0K2026-10-21
BridgePort Financial Solutions, LLC
DECREASED2,9543,030-76-3%$1.4M$1.3M-$99.4K2026-11-02
WJ Wealth Management, LLC
INCREASED2,9532,815+138+5%$1.3M$1.3M+$2.8K2026-11-03
Intelligence Driven Advisers, LLC
DECREASED2,9313,673-742-20%$1.8M$1.3M-$417.1K2026-10-09
Gateway Investment Advisers LLC
DECREASED2,9303,097-167-5%$1.5M$1.3M-$142.3K2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED2,9282,92800%$1.4M$1.3M-$62.6K2026-10-16
SmartHarvest Portfolios, LLC
DECREASED2,9243,120-196-6%$1.5M$1.3M-$155.9K2026-10-26
HWG Holdings LP
DECREASED2,9233,088-165-5%$1.5M$1.3M-$141.3K2026-10-08
Pines Wealth Management, LLC
DECREASED2,9133,103-190-6%$1.5M$1.3M-$153.0K2026-10-21
Western Pacific Wealth Management, LP
DECREASED2,9102,962-52-2%$1.4M$1.3M-$87.0K2026-10-16
Piar LLC
INCREASED2,9002,500+400+16%$1.2M$1.3M+$129.0K2026-10-21
Jmac Enterprises LLC
UNCHANGED2,9002,90000%$1.4M$1.3M-$62.0K2026-10-30
Cerro Pacific Wealth Advisors LLC
DECREASED2,8892,932-43-1%$1.4M$1.3M-$82.2K2026-10-22
R Squared Ltd
DECREASED2,8855,197-2,312-44%$2.5M$1.3M-$1.2M2026-11-06
Independence Wealth Advisors, LLC
DECREASED2,8843,464-580-17%$1.7M$1.3M-$338.7K2026-10-29
Plan Group Financial, LLC
DECREASED2,8833,221-338-10%$1.5M$1.2M-$312.7K2026-10-22
River Street Advisors LLC
INCREASED2,872532+2,340+440%$254.1K$1.3M+$1.1M2026-10-22
Virtue Capital Management, LLC
DECREASED2,8664,150-1,284-31%$2.0M$1.3M-$674.5K2026-10-29
Ameliora Wealth Management Ltd.
INCREASED2,8621,975+887+45%$943.2K$1.3M+$362.4K2026-10-23
Fragasso Financial Advisors Inc
DECREASED2,8623,704-842-23%$1.8M$1.3M-$471.5K2026-10-13
Patten Group, Inc.
INCREASED2,8592,043+816+40%$975.7K$1.3M+$328.6K2026-10-26
Piedmont Capital Management, LLC
DECREASED2,8382,977-139-5%$1.4M$1.3M-$127.1K2026-10-21
SLT Holdings LLC
INCREASED2,8342,684+150+6%$1.3M$1.3M+$11.0K2026-10-15
BayBridge Capital Group, LLC
DECREASED2,8333,484-651-19%$1.7M$1.3M-$371.3K2026-10-13
NBT Bank, N.A.
DECREASED2,8292,840-110%$1.4M$1.3M-$65.7K2026-10-21
WPG Advisers, LLC
DECREASED2,8282,887-59-2%$1.4M$1.3M-$88.6K2026-10-27
Navigation Group, LLC
DECREASED2,8243,097-273-9%$1.5M$1.3M-$191.0K2026-10-28
Impact Investors, Inc
DECREASED2,8154,987-2,172-44%$2.4M$1.3M-$1.1M2026-11-02
Ariadne Wealth Management, LP
DECREASED2,8133,011-198-7%$1.4M$1.3M-$154.7K2026-11-06
Lodestar Private Asset Management LLC
DECREASED2,8132,906-93-3%$1.4M$1.3M-$104.6K2026-10-26
Baron Wealth Management LLC
INCREASED2,8022,727+75+3%$1.3M$1.3M-$24.1K2026-10-27
Veritas Asset Management LLP
DECREASED2,7993,823-1,024-27%$1.8M$1.3M-$548.9K2026-11-05
Old Port Advisors
INCREASED2,7932,683+110+4%$1.3M$1.3M-$7.2K2026-10-23
Bluedoor Private Wealth, LLC
INCREASED2,7922,661+131+5%$1.3M$1.3M+$2.9K2026-11-05
Harbor Capital Advisors, Inc.
NEW2,786—+2,786——$1.3K—2026-10-22
Confluence Wealth Services, Inc.
DECREASED2,7865,246-2,460-47%$2.5M$1.3M-$1.2M2026-11-05
Advisory Solutions Group, LLC
NEW2,780—+2,780——$1.3M—2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED2,7782,368+410+17%$1.1M$1.3M+$136.4K2026-10-15
Ignite Planners, LLC
INCREASED2,7722,743+29+1%$1.3M$1.3M-$45.4K2026-10-14
Willner & Heller, LLC
INCREASED2,7662,373+393+17%$1.1M$1.3M+$128.6K2026-10-28
Financial Partners Group, Inc
DECREASED2,7662,804-38-1%$1.3M$1.3M-$77.0K2026-10-19
Birch Hill Investment Advisors LLC
INCREASED2,7572,669+88+3%$1.3M$1.3M-$16.9K2026-10-16
Pinnacle Wealth Management Group, Inc.
UNCHANGED2,7502,75000%$1.3M$1.3M-$58.8K2026-10-15
Plan A Wealth LLC
INCREASED2,7352,711+24+1%$1.3M$1.2M-$47.0K2026-10-08
Courier Capital LLC
INCREASED2,7272,707+20+1%$1.3M$1.2M-$48.8K2026-10-19
Money Concepts Capital Corp
INCREASED2,7252,564+161+6%$1.2M$1.2M+$18.7K2026-11-06
Wealthcare Capital Partners, LLC
INCREASED2,7212,606+115+4%$1.2M$1.2M-$3.3K2026-10-21
Manuka Financial, LLC
UNCHANGED2,7152,71500%$1.3M$1.2M-$58.0K2026-10-16
Integrity Investment Advisors, LLC
DECREASED2,7042,705-10%$1.3M$1.2M-$58.2K2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED2,6951,936+759+39%$924.6K$1.2M+$304.9K2026-10-20
Lionsbridge Wealth Management LLC
DECREASED2,6812,975-294-10%$1.4M$1.2M-$197.7K2026-10-26
Alliance Wealth Advisors, LLC
INCREASED2,6742,574+100+4%$1.2M$1.2M-$9.4K2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED2,6512,592+59+2%$1.2M$1.2M-$28.4K2026-10-09
Willow Creek Capital Management, Inc.
UNCHANGED2,6512,65100%$1.3M$1.3M$02026-10-16
Wespac Advisors, LLC
UNCHANGED2,6442,64400%$1.3M$1.2M-$56.5K2026-10-26
Kestra Investment Management, LLC
INCREASED2,6431,924+719+37%$919.0K$1.2M+$286.5K2026-11-04
Rose Capital Advisors LLC
NEW2,633—+2,633——$1.2M—2026-11-04
Stableford Capital II LLC
INCREASED2,6272,568+59+2%$1.2M$1.2M-$28.0K2026-10-09
Prairie Advisory, LLC
INCREASED2,6241,445+1,179+82%$690.0K$1.2M+$506.6K2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED2,6222,494+128+5%$1.2M$1.2M+$5.1K2026-11-03
Abel Hall, LLC
UNCHANGED2,6102,61000%$1.2M$1.2M-$55.8K2026-10-19
Titleist Asset Management, LLC
DECREASED2,6072,932-325-11%$1.4M$1.2M-$209.2K2026-10-08
Vilga Financial Planning LLC
DECREASED2,6002,621-21-1%$1.3M$1.2M-$65.6K2026-10-09
Intrua Financial, LLC
DECREASED2,5912,600-90%$1.2M$1.2M-$59.3K2026-10-28
Auxano Advisors, LLC
DECREASED2,5812,873-292-10%$1.4M$1.2M-$194.6K2026-11-06
Parkside Financial Bank & Trust
DECREASED2,5773,256-679-21%$1.6M$1.2M-$379.4K2026-10-27
Legacy Financial Strategies, LLC
INCREASED2,5692,568+1+0%$1.2M$1.2M-$54.4K2026-10-15
Carson Advisory Inc.
DECREASED2,5582,573-15-1%$1.2M$1.2M-$61.9K2026-11-06
Tactive Advisors, LLC
DECREASED2,5523,706-1,154-31%$1.8M$1.2M-$605.7K2026-10-08
BankPlus Wealth Management LLC
DECREASED2,5492,613-64-2%$1.2M$1.2M-$84.9K2026-10-13
Patten & Patten Inc
DECREASED2,5392,714-175-6%$1.3M$1.2M-$137.9K2026-10-26
Aviance Capital Partners, LLC
INCREASED2,5352,417+118+5%$1.2M$1.2M+$2.2K2026-10-29
Goelzer Investment Management, Inc.
DECREASED2,5292,567-38-1%$1.2M$1.2M-$72.2K2026-10-16
Fiduciary Family Office, LLC
INCREASED2,5241,094+1,430+131%$522.5K$1.2M+$629.0K2026-11-04
Millennium Capital Advisors, LLC
DECREASED2,5212,546-25-1%$1.2M$1.2M-$65.8K2026-10-16
DMC Group, LLC
INCREASED2,5182,127+391+18%$1.0M$1.1M+$132.9K2026-10-26
Sky Investment Group LLC
INCREASED2,4902,003+487+24%$956.6K$1.1M+$179.3K2026-10-30
Abundance Wealth Counselors
DECREASED2,4862,498-120%$1.2M$1.1M-$58.9K2026-10-26
Atlas Brown,Inc.
INCREASED2,4842,445+39+2%$1.2M$1.1M-$34.7K2026-10-09
Anchyra Partners LLC
INCREASED2,483984+1,499+152%$469.9K$1.1M+$662.8K2026-10-13
InTrack Investment Management Inc
INCREASED2,4832,472+11+0%$1.2M$1.1M-$47.8K2026-10-15
Physician Wealth Advisors, Inc.
INCREASED2,4672,449+18+1%$1.2M$1.1M-$44.2K2026-10-20
Ascentis Wealth Management, LLC
INCREASED2,4591,456+1,003+69%$695.3K$1.1M+$426.4K2026-11-03
Howard Capital Management Group, LLC
UNCHANGED2,4552,45500%$1.2M$1.1M-$52.5K2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED2,4492,022+427+21%$967.5K$1.1M+$152.4K2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
INCREASED2,4351,058+1,377+130%$505.0K$1.1M+$605.6K2026-10-15
Simon Quick Advisors, LLC
INCREASED2,4321,117+1,315+118%$533.3K$1.1M+$576.0K2026-10-26
Highline Wealth Partners LLC
UNCHANGED2,4272,42700%$1.2M$1.1M-$51.9K2026-10-19
KPP Advisory Services LLC
INCREASED2,4252,084+341+16%$995.2K$1.1M+$111.1K2026-10-26
Altar Rock LLC
UNCHANGED2,4202,42000%$1.2M$1.1M-$61.0K2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED2,4182,695-277-10%$1.3M$1.1M-$184.1K2026-10-05
Insight Advisors, LLC/ PA
DECREASED2,4022,430-28-1%$1.2M$1.1M-$64.7K2026-10-22
JFS Wealth Advisors, LLC
INCREASED2,3982,351+47+2%$1.1M$1.1M-$28.6K2026-11-03
Rothwell Investment Advisors, LLC
NEW2,395—+2,395——$1.1M—2026-11-06
Werba Rubin Papier Wealth Management
INCREASED2,3832,121+262+12%$1.0M$1.1M+$74.2K2026-11-06
KRS Capital Management, LLC
UNCHANGED2,3782,37800%$1.1M$1.1M-$50.8K2026-10-16
Sierra Ocean, LLC
INCREASED2,3742,363+11+0%$1.1M$1.1M-$45.5K2026-11-03
Lmcg Investments, LLC
DECREASED2,3722,545-173-7%$1.2M$1.1M-$133.3K2026-10-21
Philadelphia Trust Co
UNCHANGED2,3632,36300%$1.1M$1.1K-$1.1M2026-11-05
Wagner Wealth Management, LLC
INCREASED2,3622,360+2+0%$1.1M$1.1M-$49.5K2026-10-21
Albion Financial Group
INCREASED2,3612,026+335+17%$967.6K$1.1M+$109.4K2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED2,3592,317+42+2%$1.1M$1.1M-$30.4K2026-10-08
Claro Advisors Inc.
INCREASED2,3532,127+226+11%$1.0M$1.1M+$57.4K2026-11-02
Core Wealth Partners LLC
UNCHANGED2,3502,35000%$1.1M$1.1M-$50.2K2026-11-02
Carl P. Sherr & Co., LLC
UNCHANGED2,3402,34000%$1.1M$1.1M-$49.8K2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED2,339182+2,157+1185%$87.2K$1.1M+$979.8K2026-10-16
Shepherd Financial Partners LLC
DECREASED2,3392,350-110%$1.1M$1.1M-$55.1K2026-11-03
Investment Management Trust, LLC
INCREASED2,3372,325+12+1%$1.1M$1.1M-$44.2K2026-11-05
Dillon & Associates Inc
INCREASED2,3351,511+824+55%$722.0K$1.1K-$720.9K2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED2,3342,33400%$1.1M$1.1M-$49.9K2026-11-02
AAF Wealth Management, LLC
DECREASED2,3292,413-84-3%$1.2M$1.1M-$89.9K2026-10-28
Keystone Wealth Services, LLC
INCREASED2,3122,233+79+4%$1.1M$1.1M-$10.0K2026-11-03
Redwood Financial Network Corp
DECREASED2,3082,392-84-4%$1.1M$1.1M-$89.3K2026-11-03
Orca Investment Management, LLC
DECREASED2,3012,324-23-1%$1.1M$1.0M-$60.2K2026-10-29
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,2982,399-101-4%$1.1M$1.0M-$97.4K2026-10-29
Mirador Capital Partners LP
INCREASED2,2962,276+20+1%$1.1M$1.0M-$39.5K2026-10-09
Banque de Luxembourg S.A.
INCREASED2,2892,275+14+1%$1.1M$1.0M-$42.3K2026-10-14
Nova Financial LLC
NEW2,287—+2,287——$1.0M—2026-11-04
Sageworth Trust Co of South Dakota
UNCHANGED2,2842,28400%$1.1M$1.0M-$48.8K2026-10-30
Climber Capital SA
NEW2,269—+2,269——$981.4K—2026-10-20
Uptick Partners, LLC
INCREASED2,2652,243+22+1%$1.1M$1.0M-$37.6K2026-11-04
Bestgate Wealth Advisors, LLC
INCREASED2,2532,002+251+13%$956.1K$1.0M+$71.7K2026-10-13
Armstrong Advisory Group, Inc
DECREASED2,2272,945-718-24%$1.4M$1.0M-$390.5K2026-10-09
Aletheian Wealth Advisors LLC
INCREASED2,2251,903+322+17%$908.8K$1.0M+$106.2K2026-10-08
Schulz Wealth, Ltd.
UNCHANGED2,2252,22500%$1.1M$1.0M-$47.4K2026-11-03
Brooklyn FI, LLC
NEW2,222—+2,222——$879.4K—2026-11-05
CenterStar Asset Management, LLC
DECREASED2,2185,563-3,345-60%$2.7M$1.0M-$1.6M2026-10-09
Winch Advisory Services, LLC
INCREASED2,2172,214+3+0%$1.1M$1.0M-$45.9K2026-11-06
Financial Security Advisor, Inc.
DECREASED2,2142,413-199-8%$1.2M$1.0M-$141.9K2026-11-03
Pekin Hardy Strauss, Inc.
UNCHANGED2,2122,21200%$1.1M$1.0M-$47.3K2026-11-02
HCR Wealth Advisors
INCREASED2,1972,129+68+3%$1.0M$1.0M-$14.5K2026-10-15
Capital Advantage, Inc.
DECREASED2,1962,200-40%$1.1M$1.0M-$48.9K2026-10-14
Next Level Wealth Planning, LLC
UNCHANGED2,1872,18700%$1.0M$997.7K-$46.8K2026-10-29
Bedel Financial Consulting, Inc.
UNCHANGED2,1852,18500%$1.0M$996.9K-$46.6K2026-11-06
GFS Advisors, LLC
DECREASED2,1842,260-76-3%$1.1M$996.0K-$83.3K2026-11-03
Global Trust Asset Management, LLC
INCREASED2,1822,129+53+2%$1.0M$995.2K-$21.3K2026-10-19
Elmwood Wealth Management, Inc.
INCREASED2,1712,136+35+2%$1.0M$990.4K-$29.7K2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED2,1651,984+181+9%$947.5K$987.7K+$40.2K2026-10-14
Founders Capital Management, LLC
UNCHANGED2,1572,15700%$1.0M$984.0K-$46.1K2026-10-23
Castleview Partners, LLC
DECREASED2,1542,538-384-15%$1.2M$982.8K-$229.4K2026-10-09
Granite Group Advisors, LLC
DECREASED2,1542,528-374-15%$1.2M$982.6K-$224.7K2026-10-14
Parkway Wealth Management Group, LLC
DECREASED2,1522,405-253-11%$1.1M$981.7K-$166.8K2026-10-20
LCM Capital Management Inc
UNCHANGED2,1492,14900%$1.0M$980.4K-$45.9K2026-10-20
Breakwater Capital Group
INCREASED2,1452,120+25+1%$1.0M$978.5K-$33.9K2026-10-09
Hardworking Capital Advisors, LLC
NEW2,143—+2,143——$977.6K—2026-10-20
Lountzis Asset Management, LLC
INCREASED2,143496+1,647+332%$237.2K$980.0K+$742.7K2026-10-30
Cherrydale Wealth Management, LLC
INCREASED2,1412,131+10+0%$1.0M$976.7K-$40.8K2026-10-20
Riverbend Wealth Management, LLC
INCREASED2,1331,666+467+28%$795.6K$973.1K+$177.5K2026-10-15
Brandywine OAK Private Wealth LLC
INCREASED2,1322,094+38+2%$1.0M$972.7K-$27.4K2026-10-23
Opal Wealth Advisors, LLC
DECREASED2,1262,571-445-17%$1.2M$969.9K-$258.0K2026-10-16
Haven Private, LLC
INCREASED2,1251,839+286+16%$878.3K$969.4K+$91.2K2026-10-27
Genesis Private Wealth, LLC
DECREASED2,1032,479-376-15%$1.2M$959.5K-$224.5K2026-11-02
Global Assets Advisory, LLC
INCREASED2,1022,038+64+3%$906.5K$1.0M+$114.0K2026-10-28
Freemont Capital Pte Ltd
NEW2,100—+2,100——$958.0K—2026-11-04
Pacific Excel Wealth Advisors, Inc.
NEW2,099—+2,099——$953.4K—2026-10-27
True North Advisors, LLC
INCREASED2,0981,858+240+13%$887.4K$958.9K+$71.5K2026-10-22
Tcfg Investment Advisors, LLC
DECREASED2,0972,227-130-6%$1.1M$956.6K-$106.8K2026-10-20
Blue Zone Wealth Advisors, LLC
DECREASED2,0922,450-358-15%$1.2M$954.5K-$215.7K2026-10-19
Lotus Asset Management LLC
INCREASED2,0922,074+18+1%$990.4K$954.7K-$35.7K2026-10-14
Centurion Wealth Management LLC
INCREASED2,0812,040+41+2%$974.2K$949.2K-$25.0K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,0731,991+82+4%$951.1K$945.9K-$5.1K2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED2,0712,072-10%$989.5K$944.8K-$44.8K2026-11-03
Accel Wealth Management
DECREASED2,0702,102-32-2%$1.0M$944.5K-$59.5K2026-10-13
Rare Wolf Capital LLC
UNCHANGED2,0622,06200%$984.7K$940.7K-$44.1K2026-10-20
Synergy Asset Management, LLC
DECREASED2,0594,810-2,751-57%$2.3M$939.3K-$1.4M2026-11-05
Marest Capital, LLC
DECREASED2,0582,061-30%$984.7K$942.1K-$42.5K2026-10-23
Atwater Malick LLC
DECREASED2,0472,059-12-1%$983.3K$933.8K-$49.5K2026-10-15
CrossGen Wealth, LLC
INCREASED2,0422,034+8+0%$971.5K$931.7K-$39.8K2026-10-30
Intergy Private Wealth, LLC
DECREASED2,0352,155-120-6%$1.0M$928.3K-$100.8K2026-10-16
Affinity Capital Advisors, LLC
INCREASED2,0281,231+797+65%$556.2K$919.3K+$363.2K2026-10-13
Flagship Harbor Advisors, LLC
DECREASED2,0262,087-61-3%$996.5K$924.3K-$72.2K2026-10-26
Monarch Capital Management Inc
INCREASED2,0261,976+50+3%$945.5K$926.5K-$19.1K2026-10-19
Western Financial Corp
INCREASED2,0202,018+2+0%$963.7K$921.3K-$42.4K2026-10-14
Castle Rock Wealth Management, LLC
DECREASED2,0152,090-75-4%$928.3K$971.6K+$43.4K2026-10-09
Elevate Capital Advisors, LLC
DECREASED2,0082,279-271-12%$1.1M$915.9K-$172.5K2026-11-02
Chemistry Wealth Management LLC
INCREASED2,0001,920+80+4%$916.9K$912.4K-$4.6K2026-10-16
Eurizon Asset Management Hungary Ltd.
UNCHANGED2,0002,00000%$955.1K$912.4K-$42.8K2026-11-06
Bensler, LLC
INCREASED1,9951,780+215+12%$850.2K$910.2K+$60.0K2026-11-05
Center For Asset Management LLC
DECREASED1,9922,903-911-31%$1.4M$908.6K-$477.6K2026-10-16
First Heartland Consultants, Inc.
INCREASED1,9901,988+2+0%$949.5K$907.9K-$41.5K2026-10-08
Washington Trust Co
INCREASED1,9901,988+2+0%$949.3K$907.8K-$41.5K2026-10-22
Clark Asset Management, LLC
DECREASED1,9882,096-108-5%$1.0M$906.9K-$94.1K2026-10-19
Versant Capital Management, Inc
INCREASED1,9781,961+17+1%$936.5K$902.3K-$34.2K2026-10-02
Lavelle Capital LP
DECREASED1,9703,494-1,524-44%$1.7M$898.7K-$769.9K2026-11-03
LJI Wealth Management, LLC
INCREASED1,9671,822+145+8%$870.0K$897.4K+$27.4K2026-10-28
TCV Trust & Wealth Management, Inc.
UNCHANGED1,9571,95700%$934.6K$892.8K-$41.8K2026-10-16
SP Asset Management LLC
DECREASED1,9441,966-22-1%$938.8K$887.0K-$51.8K2026-11-05
Apollon Financial, LLC
DECREASED1,9391,960-21-1%$936.1K$884.7K-$51.4K2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED1,9362,475-539-22%$1.2M$883.2K-$298.8K2026-11-05
Wealth Architects, LLC
DECREASED1,9192,404-485-20%$1.1M$875.6K-$272.6K2026-11-03
Legacy Private Trust Co.
DECREASED1,9171,967-50-3%$939.4K$874.5K-$64.9K2026-10-06
Matrix Trust Co
INCREASED1,9151,797+118+7%$858$874+$162026-10-07
Forum Financial Management, LP
INCREASED1,9121,794+118+7%$856.7K$872.4K+$15.7K2026-10-16
SVB Wealth LLC
DECREASED1,9071,994-87-4%$952.4K$870.1K-$82.3K2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED1,8991,605+294+18%$503.3K$863-$502.4K2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED1,8691,185+684+58%$566.1K$852.7K+$286.6K2026-10-15
Keudell ison Wealth Management
INCREASED1,8541,749+105+6%$835.3K$845.8K+$10.5K2026-10-16
Sterling Capital Management LLC
DECREASED1,85122,898-21,047-92%$10.9M$844.4K-$10.1M2026-10-22
Amplius Wealth Advisors, LLC
INCREASED1,8431,140+703+62%$544.6K$841.0K+$296.4K2026-10-20
Tanager Wealth Management LLP
DECREASED1,8421,914-72-4%$914.4K$840.6K-$73.7K2026-10-19
TCI Wealth Advisors, Inc.
DECREASED1,8401,892-52-3%$903.4K$839.3K-$64.2K2026-10-30
IFS Advisors, LLC
NEW1,832—+1,832——$835.9K—2026-10-14
Values First Advisors, Inc.
DECREASED1,8311,868-37-2%$892.3K$835.4K-$56.9K2026-10-23
Sound Income Strategies, LLC
INCREASED1,8301,829+1+0%$873.3K$838.3K-$35.0K2026-10-09
ARK & TLK Investments, LLC
UNCHANGED1,8291,82900%$873.5K$834.4K-$39.1K2026-10-20
Glass Wealth Management Co LLC
NEW1,828—+1,828——$833.9K—2026-10-28
Salvus Wealth Management, LLC
INCREASED1,8281,242+586+47%$593.1K$833.9K+$240.8K2026-10-13
Sutton Place Investors LLC
INCREASED1,8271,616+211+13%$771.8K$833.5K+$61.7K2026-10-20
ProCore Advisors, LLC
INCREASED1,8221,695+127+7%$809.6K$831.0K+$21.5K2026-10-14
Premier Path Wealth Partners, LLC
DECREASED1,8192,360-541-23%$1.1M$829.7K-$297.1K2026-10-16
Regatta Capital Group, LLC
DECREASED1,8151,976-161-8%$943.6K$827.9K-$115.6K2026-10-23
Weaver Consulting Group
INCREASED1,8051,768+37+2%$844.3K$823.5K-$20.9K2026-10-07
Watershed Private Wealth LLC
INCREASED1,8041,586+218+14%$757.4K$823.0K+$65.5K2026-10-30
PFG Private Wealth Management, LLC
DECREASED1,7991,898-99-5%$906.4K$820.7K-$85.7K2026-10-15
Opus Capital Group, LLC
INCREASED1,7961,255+541+43%$599.0K$819-$598.2K2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED1,7931,826-33-2%$872.2K$818.1K-$54.1K2026-10-29
One Way Holdings LLC
INCREASED1,7921,283+509+40%$612.7K$817.5K+$204.8K2026-10-29
Occidental Asset Management, LLC
INCREASED1,7841,148+636+55%$548.4K$814.0K+$265.6K2026-11-05
Burns Matteson Capital Management, LLC
DECREASED1,7841,796-12-1%$857.7K$813.8K-$43.9K2026-10-16
AGH Wealth Advisors, LLC
DECREASED1,7801,789-90%$854.4K$812.0K-$42.4K2026-10-26
ZWJ Investment Counsel Inc
INCREASED1,7791,741+38+2%$831.4K$811.6K-$19.9K2026-10-15
Security National Bank
UNCHANGED1,7791,77900%$849.6K$811.6K-$38.0K2026-10-26
Sageworth Trust Co
DECREASED1,7745,532-3,758-68%$2.6M$809.3K-$1.8M2026-10-30
Bdfs Capital LLC
DECREASED1,7741,800-26-1%$859.7K$809.1K-$50.6K2026-10-14
Lazari Capital Management, Inc.
DECREASED1,7721,816-44-2%$867.3K$808.4K-$58.9K2026-10-20
Cypress Wealth Services, LLC
INCREASED1,7651,760+5+0%$840.5K$851.3K+$10.7K2026-10-21
Magnus Financial Group LLC
INCREASED1,7421,608+134+8%$767.9K$794.5K+$26.5K2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED1,7401,727+13+1%$824.8K$793.8K-$31.0K2026-10-22
McAdam, LLC
INCREASED1,7321,367+365+27%$652.8K$790.1K+$137.3K2026-10-21
Value Investment Professionals, LLC
UNCHANGED1,7251,72500%$823.8K$786.9K-$36.9K2026-10-13
Capital Management Associates, Inc
DECREASED1,7221,743-21-1%$832.4K$785.6K-$46.8K2026-10-20
Mascagni Wealth Management, Inc.
DECREASED1,7121,717-50%$820.0K$781.0K-$39.0K2026-10-23
Stevens Capital Partners
INCREASED1,7111,158+553+48%$553.1K$780.7K+$227.6K2026-10-29
Adamsbrown Wealth Consultants LLC
INCREASED1,7111,675+36+2%$799.9K$780.6K-$19.3K2026-10-20
Peoples Bank
UNCHANGED1,7091,70900%$816.2K$779.6K-$36.5K2026-10-26
Park Capital Management, LLC / WI
DECREASED1,7041,850-146-8%$883.5K$777.3K-$106.2K2026-10-13
Tilia Fiduciary Partners, Inc.
INCREASED1,6981,486+212+14%$709.7K$774.6K+$64.9K2026-10-09
Investment Management Corp
INCREASED1,6951,665+30+2%$795.2K$773.3K-$21.9K2026-11-03
CRA Financial Services, LLC
INCREASED1,6921,561+131+8%$745.5K$771.9K+$26.4K2026-10-16
Westside Investment Management, Inc.
INCREASED1,6831,553+130+8%$741.7K$790.0K+$48.3K2026-11-02
Atlas Private Wealth Advisors
DECREASED1,6831,707-24-1%$815.2K$767.6K-$47.5K2026-10-23
Almanack Investment Partners, Llc.
DECREASED1,6801,800-120-7%$859.6K$766.4K-$93.2K2026-11-03
Tranquility Partners, LLC
INCREASED1,6801,632+48+3%$779.5K$766.5K-$13.0K2026-10-20
Shum Financial Group, Inc.
INCREASED1,6751,282+393+31%$612.2K$764.1K+$151.9K2026-10-13
Sage Capital Advisors,llc
DECREASED1,6711,684-13-1%$804.2K$762.5K-$41.7K2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED1,6701,734-64-4%$828.1K$761.8K-$66.3K2026-10-29
Paragon Private Wealth Management, LLC
INCREASED1,660836+824+99%$399.2K$757.3K+$358.0K2026-10-20
Cullinan Associates Inc
NEW1,653—+1,653——$754.1K—2026-11-03
CFS Investment Advisory Services, LLC
INCREASED1,6511,605+46+3%$696.8K$796.3K+$99.5K2026-10-19
Capital Square, LLC
INCREASED1,6441,596+48+3%$693.3K$750.4K+$57.2K2026-10-19
NBZ Investment Advisors LLC
DECREASED1,6421,669-27-2%$797.1K$749.1K-$48.0K2026-10-30
Elm3 Financial Group, LLC
DECREASED1,6351,829-194-11%$873.5K$745.9K-$127.6K2026-10-07
Financial Consulate, Inc
INCREASED1,6301,365+265+19%$651.7K$743.5K+$91.7K2026-10-23
Goldenstone Wealth Management LLC
DECREASED1,6241,634-10-1%$777.0K$740.9K-$36.0K2026-11-04
Capital Asset Advisory Services LLC
DECREASED1,6231,756-133-8%$838.5K$669.3K-$169.2K2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED1,6211,662-41-2%$795.2K$741.3K-$54.0K2026-10-16
Silverlake Wealth Management LLC
DECREASED1,6201,676-56-3%$800.4K$739.0K-$61.4K2026-10-21
Greystone Financial Group, LLC
INCREASED1,6161,615+1+0%$771.3K$737.2K-$34.1K2026-10-26
Three Seasons Wealth, LLC
INCREASED1,6131,253+360+29%$598.4K$735.8K+$137.4K2026-11-03
ARQ Wealth Advisors, LLC
INCREASED1,6131,259+354+28%$530.3K$735.9K+$205.6K2026-10-29
Independence Bank of Kentucky
DECREASED1,6131,642-29-2%$784.2K$735.8K-$48.3K2026-10-26
Veery Capital, LLC
DECREASED1,6131,618-50%$772.7K$735.8K-$36.9K2026-10-07
Smith Group Asset Management, LLC
DECREASED1,61014,070-12,460-89%$6.7M$734.5K-$6.0M2026-10-27
Catalyst Private Wealth, LLC
INCREASED1,6091,573+36+2%$751.3K$734.1K-$17.2K2026-10-13
StoneCrest Wealth Management, Inc.
DECREASED1,6021,812-210-12%$865.4K$730.8K-$134.5K2026-11-03
Arlington Financial Advisors, LLC
UNCHANGED1,6011,60100%$764.6K$730.4K-$34.2K2026-10-19
All-Stars Investment Ltd
UNCHANGED1,6001,60000%$764.1K$729.9K-$34.2K2026-11-03
Gutierrez Wealth Advisory, LLC
INCREASED1,597757+840+111%$361.7K$728.9K+$367.2K2026-11-02
Miramontes Capital, LLC
INCREASED1,5961,496+100+7%$714.4K$728.1K+$13.6K2026-10-19
Carlson Financial, Inc.
DECREASED1,5961,631-35-2%$779.9K$728.0K-$51.9K2026-11-05
David J Yvars Group
UNCHANGED1,5961,59600%$762.2K$728.1K-$34.1K2026-10-09
D'Orazio & Associates, Inc.
DECREASED1,5941,798-204-11%$858.7K$727.2K-$131.5K2026-11-04
Mccarter Private Wealth Services LLC
UNCHANGED1,5901,59000%$759.3K$725.3K-$34.0K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED1,5871,084+503+46%$513.9K$724.0K+$210.0K2026-10-27
Unify Financial Advisors
DECREASED1,5731,602-29-2%$765.1K$717.6K-$47.5K2026-11-03
Nadler Financial Group, Inc.
DECREASED1,5711,814-243-13%$866.3K$716.7K-$149.6K2026-10-23
Monument Capital Management
INCREASED1,5591,302+257+20%$621.8K$711.2K+$89.4K2026-10-09
Burns J W & Co Inc
INCREASED1,5541,527+27+2%$729.2K$708.9K-$20.3K2026-10-20
JBR Co Financial Management Inc
DECREASED1,5471,883-336-18%$899.3K$687.2K-$212.0K2026-10-13
Financial Management Network Inc
DECREASED1,5461,731-185-11%$689.6K$730.9K+$41.3K2026-10-09
Alhambra Investment Management LLC
UNCHANGED1,5451,54500%$737.8K$704.8K-$33.0K2026-10-15
MRA Advisory Group
NEW1,544—+1,544——$704.2K—2026-10-07
TigerOak Management, L.L.C.
DECREASED1,5431,881-338-18%$898.3K$703.9K-$194.4K2026-10-23
Austin Asset Management Co Inc
INCREASED1,5371,521+16+1%$726.4K$701.2K-$25.2K2026-10-29
Bigelow Investment Advisors, LLC
INCREASED1,5331,212+321+26%$578.8K$699.3K+$120.5K2026-10-13
Earned Wealth Advisors, LLC
INCREASED1,5331,344+189+14%$641.7K$699.6K+$57.8K2026-11-06
SYM Financial Corp
INCREASED1,5311,479+52+4%$706.3K$698.5K-$7.8K2026-10-26
Seed Wealth Management, Inc.
DECREASED1,5273,312-1,785-54%$1.6M$696.6K-$885.1K2026-10-20
Fulcrum Equity Management
DECREASED1,5211,719-198-12%$820.9K$693.9K-$127.1K2026-10-21
Renasant Bank
DECREASED1,5141,594-80-5%$761.2K$690.7K-$70.6K2026-11-05
Integrated Financial Solutions, Inc.
DECREASED1,5131,613-100-6%$770.3K$690.2K-$80.1K2026-10-09
Narus Financial Partners, LLC
INCREASED1,5131,475+38+3%$704.4K$690.2K-$14.2K2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED1,5061,527-21-1%$729.2K$687.0K-$42.2K2026-11-04
Atlatl Advisers LLC
DECREASED1,5011,731-230-13%$826.7K$684.7K-$141.9K2026-10-22
Approach Retirement Advisors, LLC
DECREASED1,5001,735-235-14%$828.6K$684.3K-$144.3K2026-10-22
Pinnacle Bancorp, Inc.
INCREASED1,5001,488+12+1%$710.5K$684.2K-$26.3K2026-10-21
Leslie Global Wealth, LLC
INCREASED1,4981,478+20+1%$705.8K$683.4K-$22.5K2026-10-26
Blvd Private Wealth, LLC
DECREASED1,4961,528-32-2%$729.7K$682.4K-$47.3K2026-10-14
Probity Advisors, Inc.
DECREASED1,4961,512-16-1%$722.1K$682.5K-$39.6K2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED1,4951,49500%$714.0K$682.0K-$32.0K2026-10-15
Winthrop Advisory Group LLC
DECREASED1,4891,593-104-7%$762.3K$680.8K-$81.5K2026-10-22
Quantum Financial Partners LLC
INCREASED1,4821,375+107+8%$656.7K$676.1K+$19.4K2026-10-19
Crescent Grove Advisors, LLC
INCREASED1,477721+756+105%$345.5K$675.5K+$329.9K2026-10-21
Royal Fund Management, LLC
INCREASED1,4711,462+9+1%$698.2K$671.1K-$27.2K2026-10-22
Mystic Asset Management, Inc.
UNCHANGED1,4711,47100%$702.5K$671.1K-$31.5K2026-10-15
Platform Technology Partners
DECREASED1,4701,526-56-4%$728.7K$670.5K-$58.2K2026-11-02
Certior Financial Group, LLC
INCREASED1,4701,435+35+2%$685.3K$670.6K-$14.7K2026-10-19
Discipline Wealth Solutions, LLC
UNCHANGED1,4641,46400%$699.3K$668.0K-$31.3K2026-10-14
Proathlete Wealth Management LLC
INCREASED1,460255+1,205+473%$121.8K$666.0K+$544.3K2026-10-15
Independent Wealth Network Inc.
INCREASED1,4591,433+26+2%$684.4K$665.6K-$18.8K2026-10-19
Center for Wealth Management Advisory
INCREASED1,4561,007+449+45%$480.9K$664.1K+$183.2K2026-10-23
Alterna Wealth Management, Inc
INCREASED1,4561,202+254+21%$574.0K$664.2K+$90.2K2026-10-27
Detalus Advisors, LLC
INCREASED1,4521,437+15+1%$686.2K$662.3K-$23.9K2026-10-15
Spirit of America Management Corp
INCREASED1,4501,350+100+7%$644.7K$661.5K+$16.8K2026-10-14
Nikulski Financial, Inc.
DECREASED1,4471,909-462-24%$912.2K$660.2K-$251.9K2026-11-06
Enclave Advisors LLC
UNCHANGED1,4461,44600%$690.6K$659.7K-$30.9K2026-10-14
Stirlingshire Investments, Inc.
INCREASED1,4411,359+82+6%$649.9K$658.8K+$8.9K2026-11-05
Central Bank & Trust Co
INCREASED1,4401,432+8+1%$683.9K$656.9K-$27.0K2026-10-09
Relyea Zuckerberg Hanson LLC
DECREASED1,4371,663-226-14%$794.1K$655.7K-$138.4K2026-10-20
WoodTrust Financial Corp
INCREASED1,4361,286+150+12%$614.0K$655-$613.3K2026-10-09
Northbridge Financial Group, LLC
DECREASED1,4361,469-33-2%$701.6K$692.3K-$9.2K2026-11-05
Oregon Pacific Wealth Management, LLC
DECREASED1,4321,799-367-20%$859.1K$653.3K-$205.9K2026-10-20
Foster Dykema Cabot & Partners, LLC
INCREASED1,4281,143+285+25%$546.9K$653.0K+$106.1K2026-10-30
Lifestyle Asset Management, Inc.
DECREASED1,4261,476-50-3%$704.9K$650.7K-$54.2K2026-10-20
Defined Wealth Management, LLC
INCREASED1,4221,403+19+1%$670.0K$648.7K-$21.3K2026-10-19
Weatherly Asset Management L. P.
INCREASED1,4181,328+90+7%$635.3K$648.2K+$12.9K2026-10-20
Private Client Services, LLC
DECREASED1,4181,460-42-3%$697.2K$646.8K-$50.5K2026-10-02
Register Financial Advisors LLC
DECREASED1,4151,426-11-1%$681.2K$645.6K-$35.7K2026-10-23
Darden Wealth Group Inc
DECREASED1,4132,179-766-35%$1.0M$644.8K-$396.0K2026-11-06
Chatham Capital Group, Inc.
UNCHANGED1,4131,41300%$674.8K$644.6K-$30.2K2026-10-16
Prospera Capital Management, LLC
DECREASED1,4121,418-60%$640.7K$644.3K+$3.6K2026-10-19
GSG Advisors LLC
INCREASED1,408532+876+165%$254.1K$642.3K+$388.2K2026-11-03
Nicholas Wealth, Llc.
DECREASED1,4061,416-10-1%$676.0K$641.3K-$34.7K2026-10-26
Clear Creek Financial Management, LLC
INCREASED1,403634+769+121%$302.9K$640.1K+$337.3K2026-10-28
Innova Wealth Partners
INCREASED1,4031,335+68+5%$637.6K$640.0K+$2.5K2026-10-21
Cpwa, LLC
INCREASED1,4001,355+45+3%$647.0K$622.0K-$25.0K2026-11-04
Sunburst Financial Group, LLC
UNCHANGED1,4001,40000%$668.6K$638.7K-$29.9K2026-10-09
Rasp Wealth Solutions, LLC
INCREASED1,3991,392+7+1%$664.8K$638.0K-$26.8K2026-11-06
Arkfeld Wealth Strategies, L.L.C.
DECREASED1,3981,419-21-1%$640.9K$659.9K+$19.0K2026-10-19
Mitchell Sinkler & Starr
DECREASED1,3961,421-25-2%$678.6K$636.8K-$41.8K2026-10-13
KFG Wealth Management, LLC
DECREASED1,3951,529-134-9%$730.3K$636.5K-$93.8K2026-10-16
Endeavor Private Wealth, Inc.
DECREASED1,3941,429-35-2%$684.0K$638.0K-$46.0K2026-11-05
GoalFusion Wealth Management, LLC
INCREASED1,3921,374+18+1%$656.2K$635.0K-$21.2K2026-10-06
RIA Advisory Group LLC
DECREASED1,3902,639-1,249-47%$1.3M$634.2K-$626.1K2026-10-15
Stronghold Wealth Management L.L.C.
INCREASED1,3901,387+3+0%$662.4K$634.1K-$28.3K2026-10-16
Wealth Management Nebraska
INCREASED1,3811,306+75+6%$623.7K$630.0K+$6.3K2026-10-26
Financial Planning Navigators Corp
DECREASED1,3811,421-40-3%$678.6K$630.0K-$48.6K2026-10-14
MFA Wealth Advisors, LLC
DECREASED1,3751,578-203-13%$753.6K$627.4K-$126.2K2026-10-07
Outlook Wealth Advisors, LLC
INCREASED1,3741,283+91+7%$613.0K$626.6K+$13.6K2026-10-28
Santori & Peters, Inc.
DECREASED1,3671,416-49-3%$676.2K$623.6K-$52.6K2026-10-26
M.E. Allison & Co., Inc.
UNCHANGED1,3671,36700%$652.9K$623.8K-$29.2K2026-10-09
Meriwether Wealth & Planning, LLC
DECREASED1,3641,402-38-3%$669.6K$622.2K-$47.3K2026-10-13
Great Lakes Advisors, LLC
DECREASED1,3601,395-35-3%$666.2K$620.4K-$45.8K2026-11-06
NewSquare Capital LLC
INCREASED1,3591,232+127+10%$588.4K$620.0K+$31.6K2026-11-06
CX Institutional
INCREASED1,3571,000+357+36%$478$619+$1412026-10-02
ABC Arbitrage SA
INCREASED1,352933+419+45%$445.6K$616.8K+$171.2K2026-10-23
Addison Advisors LLC
INCREASED1,351710+641+90%$339.1K$616.3K+$277.2K2026-11-06
Davidson Trust Co
UNCHANGED1,3471,34700%$643.3K$614.5K-$28.8K2026-10-09
Beaumont Financial Advisors, LLC
DECREASED1,3421,410-68-5%$673.2K$612.3K-$60.8K2026-10-22
Avaii Wealth Management, LLC
INCREASED1,3351,322+13+1%$631.4K$631.4K-$102026-10-09
Acorn Financial Advisory Services Inc
INCREASED1,3301,070+260+24%$511.0K$606.8K+$95.7K2026-11-02
Evansbrook LLC
INCREASED1,3291,308+21+2%$624.7K$606.3K-$18.4K2026-10-16
Axiom Investment Management LLC
DECREASED1,3261,423-97-7%$679.5K$604.9K-$74.6K2026-11-03
Rubicon Advisors, GP
INCREASED1,3261,283+43+3%$613.0K$604.8K-$8.2K2026-10-23
Falcon Wealth Planning
INCREASED1,3251,218+107+9%$581.5K$604.3K+$22.8K2026-11-06
GenTrust, LLC
UNCHANGED1,3251,32500%$634.0K$605.9K-$28.1K2026-11-06
Linden Thomas Advisory Services, LLC
NEW1,321—+1,321——$602.6K—2026-10-19
Box Hill Private Wealth LLC
UNCHANGED1,3191,31900%$629.9K$601.7K-$28.2K2026-10-05
Sage Capital Management, LLC
INCREASED1,3151,233+82+7%$589.3K$600.1K+$10.8K2026-10-20
Boyd Wealth Management, LLC
NEW1,310—+1,310——$597.6K—2026-10-20
Mokosak Advisory Group, LLC
INCREASED1,3041,265+39+3%$604.1K$594.9K-$9.3K2026-10-20
BNB Wealth Management, LLC
DECREASED1,3031,351-48-4%$645.1K$594.3K-$50.8K2026-10-28
Financial Management Professionals, Inc.
INCREASED1,3011,260+41+3%$602.9K$594.9K-$8.0K2026-10-23
Encompass More Asset Management
DECREASED1,2931,320-27-2%$630.4K$589.9K-$40.5K2026-10-16
Bright Futures Wealth Management, Llc.
DECREASED1,2921,295-30%$618.5K$589.4K-$29.1K2026-10-23
Worth Financial Advisory Group, LLC
DECREASED1,2841,308-24-2%$624.7K$585.7K-$38.9K2026-10-19
Miller Global Investments, LLC
INCREASED1,2821,140+142+12%$544.4K$584.8K+$40.4K2026-10-02
Legacies Wealth LLC
UNCHANGED1,2821,28200%$612.2K$584.8K-$27.4K2026-11-02
Hibernia Wealth Partners, LLC
INCREASED1,2811,112+169+15%$530.8K$584.2K+$53.4K2026-10-29
Lynx Investment Advisory
INCREASED1,280849+431+51%$405.3K$583.8K+$178.5K2026-10-27
United Asset Strategies, Inc.
INCREASED1,2731,271+2+0%$607.1K$580.8K-$26.3K2026-10-28
Revolve Wealth Partners, LLC
DECREASED1,2721,641-369-22%$783.7K$580.3K-$203.4K2026-10-23
Jeppson Wealth Management, LLC
DECREASED1,2721,283-11-1%$612.7K$580.3K-$32.4K2026-10-20
D.B. Root & Company, LLC
DECREASED1,2701,343-73-5%$641.4K$579.4K-$62.0K2026-11-04
JDH Wealth Management, LLC
INCREASED1,2701,207+63+5%$576.4K$579.4K+$2.9K2026-10-20
Catalyst Financial Partners LLC
INCREASED1,2681,166+102+9%$556.8K$578.4K+$21.6K2026-11-06
Investment Planning Advisors, Inc.
INCREASED1,267998+269+27%$476.6K$578.0K+$101.4K2026-10-14
Northern Lights Advisors, Inc.
INCREASED1,2591,242+17+1%$593.1K$574.3K-$18.8K2026-10-21
Catalyst Investment Management LLC
UNCHANGED1,2501,25000%$597.0K$570.2K-$26.7K2026-10-21
Neville Rodie & Shaw Inc
DECREASED1,2461,320-74-6%$630$568-$622026-10-05
Oak Harvest Investment Services
INCREASED1,2431,115+128+11%$532.4K$566.9K+$34.6K2026-10-20
Mission Financial Group, LLC
INCREASED1,2431,165+78+7%$556.3K$567.0K+$10.7K2026-10-21
Central Valley Advisors, LLC
DECREASED1,2391,351-112-8%$645.2K$565.2K-$80.0K2026-10-27
Hunter Associates Investment Management LLC
DECREASED1,2381,288-50-4%$615.0K$565-$614.4K2026-10-26
American National Bank & Trust
UNCHANGED1,2381,23800%$591.2K$564.8K-$26.5K2026-10-07
Atticus Wealth Management, LLC
INCREASED1,237917+320+35%$437.9K$564.3K+$126.4K2026-10-20
Exchange Bank
DECREASED1,2351,314-79-6%$627.5K$563.4K-$64.1K2026-10-07
Powers Advisory Group, LLC
DECREASED1,2261,254-28-2%$598.9K$559.3K-$39.6K2026-10-14
Arlington Capital Management Inc
INCREASED1,2251,222+3+0%$583.5K$558.8K-$24.8K2026-10-30
Syntax Research, Inc.
INCREASED1,2201,219+1+0%$582.0K$556.7K-$25.3K2026-11-04
Targeted Financial Services LLC
UNCHANGED1,2151,21500%$580.2K$554.8K-$25.4K2026-10-19
Bond & Devick Financial Network, Inc.
DECREASED1,2121,242-30-2%$593.1K$552.9K-$40.2K2026-10-23
Abacus Planning Group, Inc.
INCREASED1,2111,204+7+1%$575.0K$552.4K-$22.5K2026-11-02
Cornerstone Advisory, LLC
INCREASED1,2101,209+1+0%$577.4K$552.0K-$25.4K2026-11-06
Fell Capital Management
DECREASED1,2071,344-137-10%$641.9K$550.6K-$91.2K2026-10-09
SilverOak Wealth Management LLC
UNCHANGED1,2061,20600%$575.9K$550.2K-$25.8K2026-10-29
Lifelong Wealth Advisors, Inc.
INCREASED1,2051,194+11+1%$570.2K$549.7K-$20.5K2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED1,2003,795-2,595-68%$1.8M$547.4K-$1.3M2026-10-07
RKL Wealth Management LLC
NEW1,195—+1,195——$545.1K—2026-10-16
Omnitrust Wealth Management, Inc
NEW1,194—+1,194——$544.7K—2026-11-02
Harfst & Associates, Inc.
INCREASED1,1941,125+69+6%$537.3K$544.7K+$7.4K2026-10-20
Everhart Financial Group, Inc.
INCREASED1,1911,158+33+3%$553.0K$543.3K-$9.7K2026-10-08
SJS Investment Consulting Inc.
DECREASED1,1862,050-864-42%$979.0K$540.9K-$438.1K2026-10-26
Peak Financial Management, Inc.
INCREASED1,1851,023+162+16%$488.8K$540.9K+$52.0K2026-10-16
Solstein Capital, LLC
DECREASED1,1831,263-80-6%$603.2K$539.7K-$63.5K2026-11-02
BCS Wealth Management
DECREASED1,1791,180-10%$563.5K$537.8K-$25.7K2026-11-03
Purus Wealth Management, LLC
DECREASED1,1781,187-9-1%$566.9K$537.5K-$29.4K2026-10-15
Cutler Investment Counsel LLC
INCREASED1,1701,169+1+0%$559.3K$535.0K-$24.3K2026-10-28
Nolet Wealth Management, LLC
INCREASED1,1681,126+42+4%$537.7K$532.8K-$4.9K2026-10-15
Boyer Financial Services, Inc.
INCREASED1,1641,161+3+0%$504.1K$531.0K+$26.9K2026-10-23
Hoxton Planning & Management, LLC
DECREASED1,1601,343-183-14%$641.4K$529.2K-$112.2K2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED1,1601,155+5+0%$551.6K$529.2K-$22.4K2026-10-14
Curated Wealth Partners LLC
DECREASED1,1561,195-39-3%$570.7K$527.4K-$43.3K2026-10-15
Beacon Financial Advisory LLC
INCREASED1,1511,107+44+4%$528.9K$525.3K-$3.6K2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED1,1511,120+31+3%$534.9K$525.1K-$9.8K2026-10-16
Encompass Wealth Advisors, LLC
INCREASED1,150575+575+100%$274.6K$524.6K+$250.0K2026-10-15
Whalen Wealth Management Inc.
NEW1,149—+1,149——$524.2K—2026-10-08
Fonville Wealth Management LLC
INCREASED1,148799+349+44%$381.4K$523.8K+$142.4K2026-10-28
Kingsbury Capital Investment Advisors LLC
DECREASED1,1471,315-168-13%$628.0K$523.3K-$104.8K2026-10-20
Corundum Group, Inc.
DECREASED1,1431,174-31-3%$560.7K$521.4K-$39.2K2026-10-28
Patriot Financial Group Insurance Agency, LLC
DECREASED1,1371,159-22-2%$553.5K$518.7K-$34.8K2026-10-14
WT Wealth Management
INCREASED1,126612+514+84%$292.3K$513.9K+$221.6K2026-10-13
Family Capital Management, Inc.
INCREASED1,1201,039+81+8%$496.2K$510.9K+$14.7K2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED1,1181,104+14+1%$527.1K$509.9K-$17.3K2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
INCREASED1,117582+535+92%$277.9K$509.6K+$231.6K2026-10-19
Signature Equity Partners, LLC
INCREASED1,1171,066+51+5%$509.1K$509.7K+$6552026-10-29
Post Resch Tallon Group Inc.
UNCHANGED1,1161,11600%$533.0K$509.1K-$23.9K2026-10-09
Waystone Advisors LLC
UNCHANGED1,1151,11500%$532.5K$532.5K$02026-10-16
Capstone Wealth Management Group, Inc.
INCREASED1,1131,112+1+0%$531.2K$507.6K-$23.6K2026-10-19
EdgeRock Capital LLC
INCREASED1,111761+350+46%$363.4K$506.8K+$143.4K2026-11-03
Marion Wealth Management
INCREASED1,104430+674+157%$205.4K$503.6K+$298.3K2026-10-22
McLean Asset Management Corp
UNCHANGED1,1041,10400%$446.3K$389.8K-$56.5K2026-11-06
Rockwood Wealth Management, LLC
DECREASED1,0991,120-21-2%$535.0K$501.3K-$33.8K2026-10-27
Matauro, LLC
INCREASED1,098724+374+52%$345.8K$501.0K+$155.2K2026-11-03
Share Andrew L.
NEW1,096—+1,096——$500.0K—2026-11-06
Park National Corp
DECREASED1,0961,399-303-22%$668.1K$500.0K-$168.1K2026-10-05
SFE Investment Counsel
DECREASED1,0931,103-10-1%$526.8K$498.6K-$28.1K2026-10-29
Great Waters Wealth Management
INCREASED1,0921,090+2+0%$520.6K$498.2K-$22.4K2026-10-07
Key FInancial Inc
INCREASED1,091960+131+14%$458.5K$497.7K+$39.2K2026-11-02
LexAurum Advisors, LLC
DECREASED1,0911,115-24-2%$532.5K$497.7K-$34.8K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED1,0881,116-28-3%$533.0K$496.3K-$36.6K2026-10-14
Pflug Koory, LLC
DECREASED1,0861,087-10%$519.1K$495.4K-$23.7K2026-10-26
Elser Financial Planning, Inc
UNCHANGED1,0811,08100%$516.3K$493.1K-$23.1K2026-10-16
Cornerstone National Bank & Trust Co
UNCHANGED1,0781,07800%$478.9K$495.0K+$16.1K2026-10-20
Redw Wealth LLC
UNCHANGED1,0771,07700%$514.3K$491.3K-$23.0K2026-11-02
Apex Wealth Management, LLC
UNCHANGED1,0761,07600%$514.0K$490.9K-$23.0K2026-10-20
TFC Financial Management, Inc.
UNCHANGED1,0761,07600%$513.9K$490.9K-$23.0K2026-10-26
Hofer & Associates. Inc
INCREASED1,072440+632+144%$210.1K$489.2K+$279.1K2026-10-13
QTR Family Wealth, LLC
INCREASED1,0721,030+42+4%$491.9K$488.9K-$3.0K2026-11-02
RED Crane Wealth Management, LLC
UNCHANGED1,0721,07200%$512.1K$489.2K-$22.9K2026-10-14
Farmers & Merchants Trust Co of Long Beach
INCREASED1,0671,006+61+6%$480.4K$486.8K+$6.3K2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED1,0581,046+12+1%$499.5K$482.6K-$16.9K2026-10-23
MontVue Capital Management, Inc.
UNCHANGED1,0551,05500%$503.8K$481.3K-$22.6K2026-10-19
Cardinal Capital Management
UNCHANGED1,0541,05400%$504.3K$482.0K-$22.4K2026-10-21
FFG Partners, LLC
INCREASED1,0501,048+2+0%$500.8K$479.2K-$21.6K2026-10-15
Childress Capital Advisors, LLC
DECREASED1,0461,062-16-2%$507.2K$477.2K-$30.0K2026-10-28
Tred Avon Family Wealth, LLC
DECREASED1,0441,089-45-4%$519.9K$476.1K-$43.8K2026-10-20
Chapin Davis, Inc.
DECREASED1,0431,109-66-6%$529.6K$475.8K-$53.8K2026-10-09
Elevation Wealth Management LLC
INCREASED1,0431,018+25+2%$486.5K$476.5K-$10.0K2026-11-02
Precedent Wealth Partners, LLC
DECREASED1,0411,357-316-23%$648.3K$474.8K-$173.4K2026-10-21
Whelan Financial
INCREASED1,0401,017+23+2%$485.7K$474.4K-$11.3K2026-10-28
Parcion Private Wealth LLC
DECREASED1,0391,340-301-22%$639.9K$474.0K-$166.0K2026-10-28
Thrive Wealth Management, LLC
DECREASED1,0371,043-6-1%$497.9K$472.9K-$25.0K2026-10-13
Denver PWM, LLC
DECREASED1,0361,095-59-5%$466.9K$472.6K+$5.8K2026-10-22
John W. Brooker & Co., CPAs
INCREASED1,0361,022+14+1%$488.1K$472.6K-$15.5K2026-10-21
Able Financial Group, LLC
DECREASED1,0311,240-209-17%$592.2K$470.3K-$121.9K2026-10-14
Certified Advisory Corp
INCREASED1,0311,011+20+2%$482.7K$470.4K-$12.3K2026-10-29
Realta Investment Advisors
DECREASED1,0291,047-18-2%$500.0K$469.4K-$30.6K2026-10-14
Thrive Capital Management, LLC
INCREASED1,028667+361+54%$318.5K$469.1K+$150.5K2026-10-28
Franklin Street Advisors Inc
UNCHANGED1,0221,02200%$488.1K$466.2K-$21.9K2026-10-13
Steel Grove Capital Advisors, LLC
UNCHANGED1,0211,02100%$487.6K$465.8K-$21.8K2026-10-13
Summit Investment Advisors, Inc.\KS
UNCHANGED1,0191,01900%$487.5K$465.8K-$21.6K2026-11-05
Spinnaker Investment Group, LLC
INCREASED1,017968+49+5%$462.3K$463.9K+$1.7K2026-10-13
Institute for Wealth Management, Llc.
DECREASED1,0161,029-13-1%$491.6K$463.6K-$28.0K2026-11-06
Emerald Advisors, LLC
UNCHANGED1,0091,00900%$481.9K$460.3K-$21.6K2026-10-13
CPC Advisors, LLC
NEW1,008—+1,008——$459.8K—2026-10-21
ProVise Management Group, LLC
DECREASED1,0081,187-179-15%$566.9K$459.8K-$107.0K2026-11-06
Oakworth Capital, Inc.
DECREASED1,0061,356-350-26%$612.8K$458.9K-$153.9K2026-10-26
Transcendent Capital Group LLC
INCREASED1,0061,004+2+0%$479.5K$458.8K-$20.7K2026-10-28
Smith Chas P & Associates PA Cpas
DECREASED1,0051,010-50%$482.1K$414.5K-$67.6K2026-10-22
Thompson Investment Management, Inc.
UNCHANGED1,0001,00000%$477.6K$456.2K-$21.4K2026-10-14
Fire Capital Management LLC
UNCHANGED1,0001,00000%$477.6K$456.2K-$21.4K2026-10-27
Defender Capital, Llc.
UNCHANGED1,0001,00000%$477.6K$456.2K-$21.4K2026-10-01
Platt Wealth Management LLC
UNCHANGED1,0001,00000%$477.0K$456-$476.5K2026-11-04
Fifth Third Securities, Inc.
NEW988—+988——$450.8K—2026-10-21
Howland Capital Management LLC
DECREASED9841,053-69-7%$503.9K$450.0K-$53.9K2026-10-22
Southland Equity Partners LLC
DECREASED9821,059-77-7%$505.6K$447.8K-$57.7K2026-10-14
Balance Wealth Partners LLC
INCREASED981972+9+1%$464.2K$447.5K-$16.7K2026-10-27
Lantern Wealth Advisors, LLC
INCREASED980690+290+42%$329.5K$447.1K+$117.5K2026-10-22
Syverson Strege & Co
INCREASED973915+58+6%$437.0K$443.9K+$6.9K2026-11-02
William Mack & Associates, Inc.
INCREASED969967+2+0%$461.8K$442.0K-$19.8K2026-10-27
Townsend Asset Management Corp
INCREASED968947+21+2%$452.3K$441.6K-$10.7K2026-10-29
Smith & Howard Wealth Management, LLC
UNCHANGED96896800%$462.3K$441.6K-$20.7K2026-10-27
Centerpoint Advisory Group
UNCHANGED96696600%$461.3K$440.7K-$20.7K2026-10-23
Blodgett Wealth Advisors, LLC
UNCHANGED96596500%$460.9K$440.2K-$20.6K2026-10-23
Tenzing Financial LLC
DECREASED9631,016-53-5%$459.1K$404.8K-$54.3K2026-11-03
Triumph Capital Management
INCREASED962825+137+17%$394.1K$438.7K+$44.6K2026-10-14
Cathy Pareto & Associates, Inc
INCREASED956906+50+6%$432.7K$436.1K+$3.4K2026-10-15
Regent Peak Wealth Advisors LLC
DECREASED955968-13-1%$462.3K$435.7K-$26.6K2026-10-13
Sigma Investment Counselors Inc
INCREASED951800+151+19%$382.0K$433.8K+$51.8K2026-10-27
Milestone Asset Management, LLC
DECREASED9511,020-69-7%$487.6K$434.3K-$53.3K2026-10-15
Essex LLC
UNCHANGED95195100%$454.2K$433.8K-$20.3K2026-10-14
S.E.E.D. Planning Group LLC
NEW950—+950——$433.2K—2026-10-07
Willow Creek Wealth Management Inc.
INCREASED947931+16+2%$444.6K$432.0K-$12.6K2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED945818+127+16%$390.7K$431.1K+$40.4K2026-10-19
Financial Planning Hawaii, Inc.
INCREASED942717+225+31%$342.4K$429.7K+$87.3K2026-10-13
Echo Wealth Management, LLC
UNCHANGED94294200%$449.9K$429.7K-$20.1K2026-10-15
Asset Dedication, LLC
DECREASED9411,010-69-7%$482.5K$429.4K-$53.1K2026-11-03
Vaquero Private Wealth, LTD
UNCHANGED94194100%$449.4K$429.3K-$20.1K2026-10-27
Summit Financial Strategies, Inc.
INCREASED939813+126+16%$388.3K$428.4K+$40.1K2026-10-14
Aspen Investment Management Inc
INCREASED937932+5+1%$445$427-$182026-11-05
Woodmont Investment Counsel LLC
INCREASED931695+236+34%$331.9K$424.7K+$92.8K2026-10-29
Chung Wu Investment Group, LLC
INCREASED930750+180+24%$358.2K$424.3K+$66.1K2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
INCREASED930884+46+5%$422.2K$424.3K+$2.1K2026-10-22
Planned Solutions, Inc.
UNCHANGED92692600%$442.2K$422.4K-$19.8K2026-10-19
Redwood Park Advisors LLC
INCREASED925908+17+2%$433.6K$422.0K-$11.7K2026-11-02
Hengehold Capital Management LLC
NEW924—+924——$421.5K—2026-10-16
Corps Capital Advisors, LLC
UNCHANGED92292200%$440.3K$420.6K-$19.7K2026-11-05
United Community Bank
UNCHANGED92292200%$440.3K$420.6K-$19.7K2026-10-28
Kanawha Capital Management LLC
DECREASED9211,184-263-22%$565.4K$420.2K-$145.3K2026-10-19
Jm2 Capital Inc.
UNCHANGED92092000%$439.4K$419.7K-$19.7K2026-10-14
Welch & Forbes LLC
INCREASED919907+12+1%$433.2K$419.2K-$13.9K2026-11-04
Texas Bank & Trust Co
DECREASED9171,802-885-49%$860.6K$418.3K-$442.3K2026-11-04
Frederick Financial Consultants, LLC
INCREASED917837+80+10%$399.8K$418.5K+$18.6K2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED915822+93+11%$393.0K$418.0K+$25.0K2026-10-30
Tortuga Wealth Management, Inc
INCREASED915906+9+1%$432.8K$417.6K-$15.2K2026-10-27
Hohimer Wealth Management, LLC
INCREASED912896+16+2%$427.7K$415.9K-$11.8K2026-11-04
City Holding Co
DECREASED9111,166-255-22%$556.8K$415.6K-$141.3K2026-10-19
FCG Investment Co
INCREASED910731+179+24%$349.1K$415.1K+$66.0K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED906905+1+0%$432.2K$413.3K-$18.9K2026-10-16
Asset Planning,Inc
UNCHANGED90590500%$432.2K$412.9K-$19.3K2026-10-26
Trilogy Capital Inc.
INCREASED902805+97+12%$384.4K$411.5K+$27.0K2026-10-20
Phillips Financial Management, LLC
INCREASED901856+45+5%$408.8K$411.0K+$2.2K2026-10-19
Wealth Group, Ltd.
NEW888—+888——$405—2026-10-30
Thompson Siegel & Walmsley LLC
UNCHANGED88788700%$424.0K$405-$423.6K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED886785+101+13%$374.9K$404.2K+$29.3K2026-10-29
Acorn Wealth Advisors, LLC
INCREASED879797+82+10%$380.6K$401.0K+$20.4K2026-10-19
Tompkins Financial Corp
DECREASED877927-50-5%$442.7K$400.1K-$42.6K2026-10-05
Warren Street Wealth Advisors, LLC
DECREASED875886-11-1%$423.1K$399.2K-$24.0K2026-11-04
Commerce Advisors, LLC
DECREASED873902-29-3%$430.8K$398.3K-$32.5K2026-10-19
Zega Investments, LLC
INCREASED872372+500+134%$177.7K$397.8K+$220.1K2026-11-04
Convergence Financial, LLC
DECREASED8711,236-365-30%$590.5K$397.5K-$193.0K2026-10-27
Aufman Associates Inc
UNCHANGED87087000%$415.5K$396.9K-$18.6K2026-11-04
Master's Wealth Management Inc.
DECREASED866894-28-3%$426.8K$394.9K-$31.9K2026-10-22
Costello Asset Management, Inc
INCREASED865772+93+12%$368.7K$394.6K+$25.9K2026-10-30
Pathway Financial Advisers, LLC
INCREASED862721+141+20%$344.3K$393.1K+$48.8K2026-10-27
Ballew Advisors, Inc
INCREASED855828+27+3%$359.7K$404.2K+$44.6K2026-10-05
USAdvisors Wealth Management, LLC
INCREASED853847+6+1%$404.0K$389-$403.6K2026-10-21
Cora Capital Advisors LLC
INCREASED851810+41+5%$386.8K$388.4K+$1.5K2026-11-02
CKW Financial Group
DECREASED850859-9-1%$382$390+$82026-10-29
Oak Asset Management, LLC
UNCHANGED85085000%$405.9K$387.8K-$18.2K2026-10-13
Aventus Investment Advisors, Inc.
INCREASED848846+2+0%$404.0K$386.8K-$17.2K2026-10-09
Teza Capital Management LLC
DECREASED846893-47-5%$426.5K$385.9K-$40.5K2026-10-23
Nemes Rush Group LLC
INCREASED843831+12+1%$397.0K$384.7K-$12.3K2026-11-04
Guardian Financial Partners, LLC
DECREASED8401,325-485-37%$632.8K$383.2K-$249.6K2026-11-04
Wincap Financial LLC
DECREASED838848-10-1%$405.0K$382.3K-$22.7K2026-10-20
Global Wealth Strategies & Associates
DECREASED835914-79-9%$436.5K$380.9K-$55.6K2026-10-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED834822+12+1%$392.6K$380.5K-$12.1K2026-10-28
Roxbury Financial LLC
INCREASED833831+2+0%$396.7K$379.8K-$16.8K2026-10-01
Berkshire Money Management, Inc.
NEW831—+831——$379.1K—2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED831788+43+5%$376.2K$379.0K+$2.8K2026-11-04
Kavar Capital Partners Group, LLC
INCREASED830643+187+29%$307.2K$378.8K+$71.6K2026-11-06
Epiq Partners, LLC
UNCHANGED82882800%$395.4K$377.9K-$17.5K2026-10-07
North Star Investment Management Corp.
INCREASED827808+19+2%$386.0K$377.5K-$8.6K2026-10-27
Gallagher Capital Advisors, LLC
UNCHANGED82782700%$395.0K$377.3K-$17.7K2026-10-09
KW Wealth Management LLC
NEW826—+826——$376.8K—2026-10-28
Integrity Wealth Partners, LLC
NEW825—+825——$376.4K—2026-10-14
PCG Asset Management, LLC
NEW822—+822——$375.9K—2026-11-05
Stonekeep Investments, LLC
INCREASED818795+23+3%$380$373.0K+$372.7K2026-10-15
Urban Wealth Management, LLC
DECREASED815895-80-9%$427.4K$371.8K-$55.6K2026-10-21
Capital Advisors Wealth Management, LLC
UNCHANGED81281200%$387.8K$370.4K-$17.4K2026-10-09
Fairscale Capital, LLC
INCREASED808768+40+5%$367.5K$328.2K-$39.3K2026-11-04
Wolff Financial Management LLC
UNCHANGED80880800%$385.9K$368.6K-$17.3K2026-10-23
Westbourne Investment Advisors, Inc.
UNCHANGED80680600%$384.9K$367.7K-$17.2K2026-10-20
Scissortail Wealth Management, LLC
UNCHANGED80180100%$382.5K$365.4K-$17.1K2026-11-03
Wealth Quarterback LLC
NEW800—+800——$365.2K—2026-10-20
Perennial Advisors, LLC
UNCHANGED80080000%$382.1K$365.0K-$17.1K2026-10-13
Gordian Advisors LLC
UNCHANGED80080000%$382.1K$365.0K-$17.1K2026-10-30
Aspen Wealth Management LLC
UNCHANGED79479400%$379.9K$363.1K-$16.9K2026-10-14
Clearwave Capital, LLC
NEW790—+790——$360.3K—2026-10-27
CPA Asset Management Group, LLC
INCREASED790759+31+4%$362.5K$360.4K-$2.1K2026-10-26
Sage Private Wealth Group, LLC
INCREASED787725+62+9%$346.2K$359.0K+$12.8K2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED786785+1+0%$375.0K$358.6K-$16.5K2026-10-20
Mogy Joel R Investment Counsel Inc
NEW784—+784——$357.7K—2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7832,896-2,113-73%$1.4M$357.2K-$1.0M2026-10-14
First City Capital Management, Inc.
UNCHANGED78178100%$373.0K$356.3K-$16.7K2026-10-27
Gilman Hill Asset Management, LLC
DECREASED7801,940-1,160-60%$926.6K$355.9K-$570.7K2026-10-13
Washington Trust Bank
INCREASED779757+22+3%$361.5K$355.4K-$6.1K2026-11-03
Evolution Wealth Advisors, LLC
DECREASED7771,852-1,075-58%$884.5K$354.6K-$529.9K2026-11-03
ACT Advisors, Llc.
INCREASED777679+98+14%$324.3K$354.5K+$30.2K2026-10-15
Violich Capital Management, Inc.
NEW775—+775——$353.5K—2026-10-05
Livet Wealth, LLC
INCREASED775608+167+27%$290.4K$353.5K+$63.2K2026-10-27
AUA Capital Management, LLC
UNCHANGED77577500%$370.1K$353.5K-$16.6K2026-10-15
RW Investment Management LLC
INCREASED772731+41+6%$349.1K$352.2K+$3.1K2026-11-03
Crusonia Wealth Advisors LLC
INCREASED768700+68+10%$334.5K$350.1K+$15.6K2026-10-26
Steinberganna Wealth Management
INCREASED768759+9+1%$362.5K$350.4K-$12.1K2026-10-23
Quantum Financial Advisors, LLC
INCREASED767469+298+64%$224.1K$350.0K+$125.9K2026-11-03
Foguth Wealth Management, Llc.
DECREASED766805-39-5%$323.9K$316.1K-$7.8K2026-10-19
Embree Financial Group
INCREASED763738+25+3%$352.4K$348.1K-$4.4K2026-10-22
Absher Wealth Management, LLC
UNCHANGED76276200%$363.9K$347.6K-$16.3K2026-11-02
Ledyard National Bank
DECREASED7611,153-392-34%$550.6K$347.2K-$203.5K2026-10-21
Pembroke Management, LTD
NEW760—+760——$346.7K—2026-10-21
Wilkerson Advisory Group LLC
DECREASED756777-21-3%$371.1K$344.9K-$26.2K2026-10-20
Good Steward Wealth Advisors,LLC
DECREASED753831-78-9%$396.9K$343.5K-$53.4K2026-11-06
Argyle Capital Management, LLC
UNCHANGED75375300%$359.6K$343.5K-$16.1K2026-10-28
Key Client Fiduciary Advisors, LLC
UNCHANGED75175100%$358.7K$342.6K-$16.1K2026-10-19
Consolidated Capital Management, LLC
UNCHANGED74974900%$357.7K$341.7K-$16.0K2026-10-13
Retirement Planning Group, LLC
INCREASED746575+171+30%$274.4K$340.5K+$66.1K2026-10-19
Gen-Wealth Partners Inc
INCREASED745192+553+288%$91.7K$339.8K+$248.1K2026-11-04
PKS Advisory Services, LLC
UNCHANGED74174100%$354.4K$354.4K$02026-10-26
Iron Financial LLC
DECREASED740764-24-3%$364.9K$337.6K-$27.3K2026-10-23
Arsenal Capital Advisors LLC
UNCHANGED74074000%$353.4K$337.6K-$15.8K2026-11-02
Invested Advisors
DECREASED739783-44-6%$373.9K$337.1K-$36.8K2026-10-23
Strategy Asset Managers LLC
DECREASED738760-22-3%$363.0K$336.7K-$26.3K2026-10-14
Kaizen Financial Strategies
INCREASED738728+10+1%$323.4K$336.7K+$13.3K2026-10-09
One Day In July LLC
UNCHANGED73873800%$352.4K$336.7K-$15.8K2026-10-30
Winter & Associates, Inc.
DECREASED7371,113-376-34%$531.5K$313.3K-$218.3K2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED735555+180+32%$265.1K$335.3K+$70.2K2026-11-04
Mountain Capital Investment Advisors Inc.
DECREASED731748-17-2%$357.3K$333.6K-$23.6K2026-11-06
Verde Capital Management
DECREASED728759-31-4%$362.5K$332.1K-$30.4K2026-10-28
Bullock Wealth Management Group
UNCHANGED72872800%$323.4K$334.3K+$10.9K2026-10-09
Heritage Investment Group, Inc.
INCREASED725693+32+5%$331.0K$330.7K-$2182026-11-03
Diversified Portfolios, Inc.
INCREASED721627+94+15%$299.4K$328.9K+$29.5K2026-11-04
Gould Asset Management LLC
DECREASED719730-11-2%$348.6K$328.0K-$20.6K2026-11-06
Allegheny Financial Group
DECREASED712716-4-1%$342.2K$324.9K-$17.3K2026-11-05
Pachira Investments Inc.
INCREASED708608+100+16%$290.4K$323.0K+$32.6K2026-10-14
Isthmus Partners, LLC
UNCHANGED70770700%$337.6K$322.5K-$15.1K2026-10-21
Pacific Sage Partners, LLC
INCREASED706691+15+2%$330.0K$322.1K-$7.9K2026-10-21
Greenwood Capital Associates LLC
UNCHANGED70670600%$337.2K$322.1K-$15.1K2026-10-27
Sweeney & Michel, LLC
DECREASED704754-50-7%$316.8K$321.9K+$5.1K2026-10-16
Aurora Private Wealth, Inc.
INCREASED703669+34+5%$319.0K$321-$318.7K2026-10-20
Unique Wealth, LLC
INCREASED702611+91+15%$291.8K$320.2K+$28.5K2026-10-16
Focused Wealth Management, Inc
UNCHANGED70270200%$335.3K$320.3K-$15.0K2026-10-30
Reston Wealth Management LLC
INCREASED701651+50+8%$310.8K$319.7K+$8.9K2026-10-29
PFW Advisors LLC
INCREASED700689+11+2%$329.0K$319.3K-$9.7K2026-10-07
Nkcfo LLC
UNCHANGED70070000%$334.0K$319-$333.7K2026-11-04
Rede Wealth, LLC
UNCHANGED70070000%$334.3K$319.3K-$15.0K2026-10-22
Welch Group, LLC
INCREASED699676+23+3%$322.8K$318.9K-$4.0K2026-10-29
Ariston Services Group
DECREASED6981,020-322-32%$487.1K$318.4K-$168.7K2026-10-16
True Private Wealth Advisors
DECREASED698827-129-16%$394.8K$318.8K-$76.0K2026-10-19
Mainsail Asset Management, LLC
UNCHANGED69869800%$278.1K$336.6K+$58.6K2026-10-14
Avail Investment Partners, LLC
DECREASED697774-77-10%$369.6K$318.0K-$51.7K2026-10-16
Chilton Capital Management LLC
UNCHANGED69769700%$332.9K$318.0K-$14.9K2026-10-28
Montis Financial, LLC
UNCHANGED69769700%$332.9K$318.0K-$14.9K2026-11-04
Morton Capital Management LLC
DECREASED695767-72-9%$366.3K$317.1K-$49.2K2026-10-23
Diligent Investors, LLC
INCREASED695685+10+1%$327.1K$317.1K-$10.1K2026-10-21
Ehrlich Financial Group
INCREASED695690+5+1%$329.5K$317.1K-$12.5K2026-10-20
Quartz Partners, LLC
INCREASED692542+150+28%$258.8K$315.7K+$56.8K2026-11-03
Birch Financial Group, LLC
DECREASED692694-20%$331.5K$315.8K-$15.6K2026-10-27
LaFleur & Godfrey LLC
UNCHANGED68968900%$329.0K$314.3K-$14.7K2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED68868800%$328.6K$313.9K-$14.7K2026-10-22
Fairvoy Private Wealth, LLC
INCREASED687682+5+1%$325.7K$313.4K-$12.3K2026-10-19
Enzi Wealth
INCREASED686587+99+17%$246.8K$305.4K+$58.6K2026-10-14
Western Reserve Capital Management, LLC
NEW685—+685——$312.5K—2026-10-14
Juncture Wealth Strategies, LLC
DECREASED685717-32-4%$342.5K$312.5K-$30.0K2026-10-06
Alchemi Wealth, LLC
DECREASED682709-27-4%$338.6K$311.1K-$27.5K2026-11-04
Meadow Creek Wealth Advisors LLC
DECREASED681953-272-29%$455.1K$310.7K-$144.5K2026-11-02
RAM Investment Partners, LLC
INCREASED681645+36+6%$308.0K$310.7K+$2.6K2026-10-21
Jessup Wealth Management, Inc
UNCHANGED68168100%$325.2K$310.7K-$14.6K2026-10-20
rebel Financial LLC
NEW678—+678——$310.1K—2026-11-04
XY Planning Network, Inc.
INCREASED676606+70+12%$289.4K$308.4K+$19.0K2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED675825-150-18%$394.0K$307.9K-$86.1K2026-11-02
Peachtree Investment Partners, LLC
DECREASED675781-106-14%$373.0K$308.0K-$65.0K2026-11-05
Jnba Financial Advisors
INCREASED673461+212+46%$220.3K$307.2K+$86.9K2026-11-03
Diversified Management Inc
NEW672—+672——$306.6K—2026-10-08
R2 Capital Strategies, LLC
INCREASED672658+14+2%$314.2K$306.6K-$7.7K2026-10-15
LMG Wealth Partners, LLC
NEW671—+671——$306.1K—2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED668704-36-5%$336.2K$304.7K-$31.5K2026-10-15
Oakwell Private Wealth Management, LLC
NEW667—+667——$304.3K—2026-11-06
Adirondack Trust Co
INCREASED667554+113+20%$264.6K$304.3K+$39.7K2026-10-14
James J. Burns & Company, LLC
INCREASED666588+78+13%$280.8K$303.9K+$23.1K2026-10-22
Cannon Advisors, Inc.
DECREASED665843-178-21%$354.4K$296.0K-$58.4K2026-10-14
TriaGen Wealth Management LLC
DECREASED665767-102-13%$366.1K$303.2K-$62.9K2026-10-14
High Probability Advisors, LLC
UNCHANGED66466400%$317.1K$302.9K-$14.2K2026-10-19
Abound Wealth Management
INCREASED662287+375+131%$137.0K$302.0K+$164.9K2026-10-26
Alpha Omega Wealth Management LLC
DECREASED662680-18-3%$324.7K$302.0K-$22.8K2026-10-23
Syntegra Private Wealth Group, LLC
UNCHANGED66166100%$315.7K$301.5K-$14.1K2026-10-13
Code Waechter LLC
INCREASED660523+137+26%$249.8K$301.1K+$51.3K2026-10-23
O'Connor Financial Group LLC
INCREASED660638+22+3%$304.7K$301.1K-$3.6K2026-10-26
Stonebridge Financial Group, LLC
INCREASED659624+35+6%$298.0K$300.6K+$2.6K2026-10-01
Midwest Financial Group LLC
INCREASED659649+10+2%$309.9K$300.6K-$9.3K2026-10-15
Objective Capital Management, LLC
UNCHANGED65965900%$314.7K$300.6K-$14.1K2026-10-13
Activest Wealth Management
INCREASED658622+36+6%$296.9K$300.2K+$3.3K2026-10-15
Buck Wealth Strategies, LLC
INCREASED656646+10+2%$308.7K$299.3K-$9.4K2026-10-28
Rinkey Investments
UNCHANGED65565500%$312.8K$298.8K-$14.0K2026-10-28
Consilium Wealth Advisory, LLC
DECREASED653683-30-4%$326.2K$297.9K-$28.3K2026-10-14
Manske Wealth Management
DECREASED652708-56-8%$338.1K$297.4K-$40.7K2026-10-26
Towercrest Capital Management
UNCHANGED65065000%$310.4K$296.5K-$13.9K2026-10-23
Alliance Wealth Management Group
UNCHANGED65065000%$310.4K$296.5K-$13.9K2026-10-29
Douglas Lane & Associates, LLC
DECREASED649960-311-32%$458.7K$296.3K-$162.4K2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED646532+114+21%$254.2K$294.6K+$40.4K2026-11-02
Financial Council, LLC
UNCHANGED64264200%$306.6K$292.9K-$13.7K2026-11-02
Wormser Freres Gestion
INCREASED640368+272+74%$164.1K$292.0K+$127.8K2026-10-21
High Net Worth Advisory Group LLC
UNCHANGED64064000%$305.7K$292.0K-$13.7K2026-10-26
Dudley Capital Management, LLC
UNCHANGED63963900%$305.2K$291.5K-$13.7K2026-10-23
National Wealth Management Group, LLC
DECREASED638673-35-5%$321.4K$291.0K-$30.4K2026-10-26
MBL Wealth, LLC
INCREASED637602+35+6%$287.5K$290.6K+$3.1K2026-10-22
TruNorth Capital Management, LLC
INCREASED633604+29+5%$288.5K$288.8K+$3162026-10-14
Concord Wealth Partners
DECREASED633639-6-1%$305.3K$289.0K-$16.4K2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED63263200%$302.4K$288.9K-$13.4K2026-11-03
Curran Financial Partners, LLC
UNCHANGED63163100%$301.3K$287.9K-$13.5K2026-11-04
Torrey Growth & Income Advisors
INCREASED630629+1+0%$295.0K$288.3K-$6.7K2026-11-04
Vista Investment Partners LLC
INCREASED629557+72+13%$266.0K$286.9K+$20.9K2026-10-08
Investment Insight Wealth Management, LLC
INCREASED629612+17+3%$292.3K$286.9K-$5.4K2026-10-30
Liberty Capital Management, Inc.
UNCHANGED62962900%$300.4K$286.9K-$13.4K2026-11-02
Foundation Wealth Management, LLC
NEW628—+628——$286.7K—2026-10-22
Succession Financial, Inc.
INCREASED628617+11+2%$294.7K$286.3K-$8.3K2026-10-14
TCP Asset Management, LLC
INCREASED628624+4+1%$298.0K$296.9K-$1.1K2026-10-14
Cypress Point Wealth Management, LLC
NEW625—+625——$285.1K—2026-11-03
OFS Enterprise LLC
DECREASED625653-28-4%$312.0K$285.3K-$26.7K2026-10-16
Adkins Seale Capital Management LLC
DECREASED624630-6-1%$300.9K$284.7K-$16.2K2026-10-27
Ebert Capital Management Inc.
NEW622—+622——$283.8K—2026-10-08
DecisionMap Wealth Management, LLC
INCREASED620539+81+15%$257.4K$282.8K+$25.4K2026-10-29
Vista Capital Partners, Inc.
NEW617—+617——$281.5K—2026-11-06
Arta Finance Wealth Management LLC
DECREASED6171,177-560-48%$562.1K$281.5K-$280.6K2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED617736-119-16%$351.5K$281.5K-$70.0K2026-10-27
Harbour Trust & Investment Management Co
INCREASED617582+35+6%$277.9K$281.5K+$3.5K2026-10-28
Altus Wealth Group LLC
INCREASED617587+30+5%$280.3K$281.5K+$1.1K2026-10-20
Strategic Advisory Partners, LLC
UNCHANGED61761700%$294.7K$281.5K-$13.2K2026-11-06
Silver Grove Financial Group, Inc.
INCREASED613525+88+17%$250.7K$279.7K+$28.9K2026-11-05
Forbes J M & Co LLP
DECREASED613614-10%$293.2K$279.6K-$13.6K2026-10-16
Downshift Financial, LLC
INCREASED612433+179+41%$206.8K$279.2K+$72.4K2026-10-13
Palacios Wealth Management, LLC
DECREASED609660-51-8%$315.2K$277.8K-$37.4K2026-11-04
Rockland Trust Co
INCREASED609575+34+6%$274.6K$277.8K+$3.2K2026-10-05
LightSquare Wealth Management, LLC
NEW608—+608——$277.4K—2026-11-03
Centennial Wealth Advisory LLC
INCREASED607463+144+31%$221.2K$277.1K+$55.8K2026-10-16
Three Magnolias Financial Advisors, LLC
INCREASED607517+90+17%$246.9K$276.9K+$30.0K2026-10-14
Legacy Financial Group, Inc.
INCREASED606539+67+12%$257.4K$276.5K+$19.0K2026-10-21
Alpine Bank Wealth Management
DECREASED604822-218-27%$392.6K$275.5K-$117.0K2026-10-16
Trinity Financial Advisors LLC
UNCHANGED60460400%$289.1K$276.2K-$12.9K2026-10-09
Financial Insights, Inc.
NEW603—+603——$275.1K—2026-10-27
Cherry Creek Investment Advisors, Inc.
DECREASED603659-56-8%$314.7K$275.1K-$39.6K2026-10-14
Nordwand Advisors, LLC
UNCHANGED60260200%$287.7K$274.8K-$12.9K2026-11-05
Seven Mile Advisory
INCREASED601600+1+0%$287.1K$274.4K-$12.7K2026-10-22
Cobblestone Asset Management LLC
UNCHANGED60160100%$287.0K$274.2K-$12.9K2026-10-13
Echo45 Advisors LLC
DECREASED600619-19-3%$295.8K$273.7K-$22.1K2026-10-07
PTM Wealth Management, LLC
UNCHANGED60060000%$242.0K$289.4K+$47.3K2026-10-23
Corecam Pte. Ltd.
UNCHANGED60060000%$286.5K$273.7K-$12.8K2026-10-23
Good Harbor Advisors, Inc.
INCREASED599591+8+1%$282.2K$273.3K-$9.0K2026-10-20
Petros Family Wealth, LLC
DECREASED598634-36-6%$302.8K$272.8K-$30.0K2026-10-28
Larry Mathis Financial Planning, LLC
DECREASED5972,446-1,849-76%$1.2M$272.3K-$895.8K2026-10-26
Obsidian CIO, LLC
INCREASED597251+346+138%$119.9K$272.3K+$152.5K2026-11-05
Richardson Financial Services Inc.
INCREASED597564+33+6%$269.4K$272.3K+$3.0K2026-10-30
CLG LLC
INCREASED594515+79+15%$246.1K$271.0K+$24.9K2026-10-13
Rezny Wealth Management, Inc.
DECREASED592609-17-3%$290.8K$270.1K-$20.8K2026-10-15
HMS Capital Management, LLC
DECREASED588595-7-1%$284.2K$268.3K-$15.9K2026-10-20
Beacon Capital Management, LLC
DECREASED586733-147-20%$349.8K$267.3K-$82.5K2026-10-23
Cornerstone Planning Group LLC
DECREASED586705-119-17%$297.0K$265.6K-$31.3K2026-10-16
Cogent Private Wealth, Inc.
DECREASED586606-20-3%$289.4K$267.3K-$22.1K2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED58558500%$279.4K$266.9K-$12.5K2026-10-26
Prosperity Financial Group, Inc.
INCREASED584562+22+4%$268.4K$266.4K-$2.0K2026-10-29
Pinion Investment Advisors, LLC
INCREASED584567+17+3%$270.8K$266.4K-$4.4K2026-11-04
Midwest Financial Partners Investments, Inc.
DECREASED582587-5-1%$280.3K$265.5K-$14.8K2026-10-08
Presilium Private Wealth, LLC
NEW581—+581——$265.2K—2026-10-26
GoalVest Advisory LLC
DECREASED580647-67-10%$309.0K$264.6K-$44.4K2026-10-02
Pettinga Financial Advisors LLC
INCREASED578519+59+11%$248.1K$263.5K+$15.5K2026-10-13
Sather Financial Group Inc
UNCHANGED57857800%$276.0K$263.7K-$12.4K2026-10-30
Walker Asset Management, LLC
UNCHANGED57657600%$275.1K$262.8K-$12.3K2026-10-13
Carolina Wealth Management Inc
NEW574—+574——$261.9K—2026-10-29
First International Bank of Israel Ltd.
DECREASED574735-161-22%$351.0K$261.9K-$89.2K2026-11-04
Accelerate Investment Advisors LLC
DECREASED574663-89-13%$316.5K$261.7K-$54.8K2026-11-02
Hartmann Taylor Wealth Management, LLC
NEW571—+571——$260.5K—2026-10-14
Legacy Solutions, LLC
INCREASED571566+5+1%$270.3K$260.6K-$9.7K2026-10-07
LWM Advisors Inc
UNCHANGED57157100%$272.7K$260.5K-$12.2K2026-10-08
Davidson Kahn Capital Management, LLC
INCREASED570523+47+9%$249.8K$260.0K+$10.3K2026-10-26
MPS Loria Financial Planners, LLC
UNCHANGED56856800%$271.3K$259.1K-$12.1K2026-10-14
First Business Financial Services, Inc.
UNCHANGED56756700%$270.8K$258.7K-$12.1K2026-10-29
626 Financial, LLC
NEW566—+566——$258.3K—2026-11-04
City Center Advisors, LLC
INCREASED566456+110+24%$217.8K$258.2K+$40.4K2026-10-08
Luts & Greenleigh Group, Inc.
UNCHANGED56556500%$269.8K$257.7K-$12.1K2026-11-05
Foundry Financial LLC
NEW561—+561——$255.9K—2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED561576-15-3%$275.1K$255.9K-$19.2K2026-10-22
Marin Bay Wealth Advisors, LLC
NEW560—+560——$255.5K—2026-10-28
My Personal CFO, LLC
UNCHANGED56056000%$267.4K$255.5K-$12.0K2026-10-14
Bell Investment Advisors, Inc
INCREASED558410+148+36%$195.8K$254.6K+$58.8K2026-10-29
Winnacle Wealth LLC
NEW555—+555——$253.0K—2026-10-15
True Wealth Design, LLC
INCREASED551461+90+20%$220.2K$251.4K+$31.2K2026-10-13
Compass Ion Advisors, LLC
INCREASED551497+54+11%$237.4K$251.4K+$14.0K2026-10-23
LongView Wealth Management
INCREASED549533+16+3%$254.5K$250.4K-$4.1K2026-10-19
Artesa Financial Group, LLC
DECREASED543572-29-5%$273.2K$247.7K-$25.5K2026-10-29
Clearwater Capital Advisors, LLC
INCREASED542481+61+13%$229.7K$247.3K+$17.5K2026-11-06
Smith Shellnut Wilson LLC
UNCHANGED54154100%$258.4K$246.8K-$11.6K2026-10-21
Atwood & Palmer Inc
NEW540—+540——$246.3K—2026-10-08
Leisure Capital Management
UNCHANGED54054000%$257.9K$246.3K-$11.5K2026-11-03
First Community Trust NA
UNCHANGED54054000%$257.9K$246.3K-$11.5K2026-10-07
Capital Planning LLC
INCREASED538521+17+3%$249.3K$246.0K-$3.3K2026-10-09
NBH Bank
INCREASED538535+3+1%$255.5K$245.4K-$10.1K2026-11-05
Private Management Group Inc
INCREASED537532+5+1%$254.1K$245.0K-$9.1K2026-11-04
Golden Reserve Retirement LLC
NEW535—+535——$244.1K—2026-11-02
Orca Wealth Management, LLC
INCREASED534428+106+25%$204.2K$243.6K+$39.3K2026-10-14
Lewis Asset Management, LLC
INCREASED533479+54+11%$228.8K$243.7K+$15.0K2026-10-14
Morling Financial Advisors, LLC
INCREASED530517+13+3%$246.9K$241.8K-$5.1K2026-10-28
Decision Investments, Inc
INCREASED530526+4+1%$251.2K$241.8K-$9.4K2026-10-07
MBE Wealth Management, LLC
UNCHANGED53053000%$253.1K$241.8K-$11.3K2026-10-26
Coastline Trust Co
UNCHANGED53053000%$253.1K$241.8K-$11.3K2026-10-01
Invera Wealth Advisors, LLC
INCREASED529490+39+8%$234.0K$241.3K+$7.3K2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED529525+4+1%$250.7K$241.3K-$9.4K2026-10-30
Baring Financial LLC
NEW526—+526——$240.0K—2026-10-07
Hudock, Inc.
DECREASED526557-31-6%$266.1K$240.2K-$25.9K2026-10-14
Community Bank, N.A.
INCREASED526516+10+2%$246.4K$240.0K-$6.5K2026-11-06
WealthBridge Capital Management, LLC
INCREASED525474+51+11%$226.4K$239.5K+$13.2K2026-10-16
First Interstate Bank
UNCHANGED52552500%$250.7K$239.5K-$11.2K2026-10-23
Avity Investment Management Inc.
UNCHANGED52552500%$250.7K$239.5K-$11.2K2026-10-09
Prosperity Advisers, LLC
UNCHANGED52452400%$250.7K$239.6K-$11.1K2026-10-28
Signature Wealth Management Partners, LLC
INCREASED523482+41+9%$230.2K$238.6K+$8.4K2026-10-21
Hickory Point Bank & Trust
UNCHANGED52252200%$249.3K$238.1K-$11.2K2026-10-01
Black Diamond Financial, LLC
DECREASED520524-4-1%$250.2K$237.2K-$13.0K2026-10-26
Evergreen Advisors, LLC
UNCHANGED51851800%$247.4K$236.3K-$11.1K2026-10-28
First Bancorp, Inc
DECREASED515576-61-11%$275.1K$234.9K-$40.1K2026-10-26
Global Wealth Management Investment Advisory, Inc.
INCREASED515507+8+2%$242.1K$234.9K-$7.2K2026-11-04
Grant Street Asset Management, Inc.
UNCHANGED51551500%$245.9K$234.9K-$11.0K2026-10-26
L. Roy Papp & Associates, LLP
UNCHANGED51551500%$245.9K$234.9K-$11.0K2026-10-21
Concord Asset Management, LLC
UNCHANGED51451400%$245.5K$234.5K-$11.0K2026-11-02
Vicus Capital
DECREASED513525-12-2%$251.0K$233.9K-$17.1K2026-11-05
Old Peak Finance LLC
UNCHANGED51251200%$244.5K$233.6K-$10.9K2026-11-02
Gray Private Wealth, LLC
UNCHANGED51251200%$244.5K$233.6K-$10.9K2026-10-28
Purewater Capital LLC
NEW511—+511——$233.1K—2026-10-23
McElhenny Sheffield Capital Management, LLC
UNCHANGED51151100%$244.0K$233.1K-$10.9K2026-11-06
Verum Partners LLC
INCREASED510483+27+6%$230.5K$232.5K+$2.0K2026-10-21
Collective Family Office LLC
DECREASED509525-16-3%$250.7K$232.2K-$18.5K2026-10-05
NavPoint Financial, Inc.
UNCHANGED50850800%$242.6K$231.7K-$10.9K2026-10-21
Guidance Point Advisors, LLC
INCREASED507506+1+0%$241.9K$231.4K-$10.4K2026-10-15
Cornerstone Advisors Asset Management, LLC
INCREASED505453+52+11%$216.4K$230.4K+$14.0K2026-11-06
Kelleher Financial Advisors
DECREASED505520-15-3%$248.2K$230.5K-$17.8K2026-10-30
Smithbridge Asset Management Inc
NEW503—+503——$229.5K—2026-10-19
Semus Wealth Partners LLC
DECREASED502609-107-18%$290.8K$229.0K-$61.8K2026-10-22
Clarity Wealth Advisors, LLC
DECREASED502514-12-2%$245.5K$229.0K-$16.5K2026-10-21
Constitution Capital LLC
DECREASED500700-200-29%$334.3K$228.1K-$106.2K2026-10-23
TopTier Wealth Management, LLC
UNCHANGED50050000%$238.8K$228.1K-$10.7K2026-10-16
Gerald Baker Financial Group LLC
INCREASED497481+16+3%$229.7K$226.7K-$3.0K2026-10-09
Valued Retirements, Inc.
UNCHANGED49549500%$236.4K$225.8K-$10.6K2026-11-06
Rockline Wealth Management, LLC
UNCHANGED49549500%$236.4K$225.8K-$10.6K2026-10-26
Wealth Advisory Solutions, LLC
UNCHANGED49449400%$235.9K$225.4K-$10.6K2026-10-20
Astra Wealth Partners LLC
NEW493—+493——$224.7K—2026-11-06
WestHill Financial Advisors, Inc.
DECREASED493541-48-9%$258.4K$224.9K-$33.5K2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED493498-5-1%$237.8K$224.9K-$12.9K2026-10-15
Wingate Wealth Advisors, Inc.
UNCHANGED49349300%$235.4K$224.9K-$10.5K2026-10-26
25 LLC
NEW492—+492——$224.4K—2026-10-13
Ironwood Financial, llc
NEW492—+492——$224.4K—2026-10-20
Samalin Investment Counsel, LLC
DECREASED492511-19-4%$244.1K$224.4K-$19.8K2026-10-23
McAlister, Sweet & Associates, Inc.
UNCHANGED49249200%$235.0K$224.4K-$10.5K2026-10-07
Godsey & Gibb, Inc
DECREASED491620-129-21%$296.1K$224.0K-$72.1K2026-10-14
Mlp3, LLC
INCREASED491490+1+0%$234.2K$224.1K-$10.1K2026-10-22
Paulson Wealth Management Inc.
DECREASED490621-131-21%$296.6K$223.5K-$73.0K2026-11-02
PW Nova Financial Services LLC
DECREASED488513-25-5%$245.0K$222.6K-$22.4K2026-10-15
Stolz & Associates, PS
UNCHANGED48848800%$233.1K$222.6K-$10.4K2026-11-05
Columbia Advisory Partners LLC
INCREASED486476+10+2%$227.3K$221.7K-$5.6K2026-10-15
Guardian Wealth Management, Inc.
UNCHANGED48648600%$232.1K$221.7K-$10.4K2026-10-30
Kennedy Investment Group, Inc.
INCREASED485484+1+0%$231.3K$221.2K-$10.1K2026-10-21
Compass Financial Group, Inc
UNCHANGED48448400%$231.1K$220.8K-$10.3K2026-10-13
Saxony Capital Management, LLC
DECREASED483515-32-6%$245.9K$220.3K-$25.6K2026-10-15
Cowa, LLC
UNCHANGED48348300%$230.7K$220.3K-$10.3K2026-10-30
Genesee Capital Advisors, LLC
NEW482—+482——$219.9K—2026-10-20
Selective Wealth Management, Inc.
NEW480—+480——$202.8K—2026-10-16
Eagle Bay Advisors LLC
INCREASED478464+14+3%$222.0K$218.5K-$3.4K2026-10-16
Associated Banc-Corp
DECREASED476500-24-5%$238.8K$217.1K-$21.6K2026-10-30
Members Wealth LLC
DECREASED476482-6-1%$230.1K$224.7K-$5.4K2026-10-20
Heritage Investors Management Corp
DECREASED475492-17-3%$235.0K$217-$234.8K2026-10-29
Helium Advisors LLC
INCREASED474473+1+0%$226.0K$216.1K-$9.9K2026-10-23
Liberty Atlantic Advisors LLC
NEW473—+473——$216.3K—2026-10-14
Univest Financial Corp
INCREASED473449+24+5%$214.6K$215.9K+$1.3K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED472488-16-3%$233.1K$215.3K-$17.7K2026-10-13
Kondo Wealth Advisors, Inc.
DECREASED470542-72-13%$258.8K$214.4K-$44.4K2026-10-19
Tennessee Valley Asset Management Partners
UNCHANGED47047000%$224.3K$214.4K-$9.9K2026-11-03
Michels Family Financial, LLC
DECREASED468473-5-1%$225.9K$213.5K-$12.4K2026-11-02
Successful Portfolios LLC
UNCHANGED46846800%$204.4K$226.0K+$21.6K2026-10-09
North Capital, Inc.
DECREASED467511-44-9%$243.2K$207.9K-$35.3K2026-10-16
Leverty Financial Group, LLC
UNCHANGED46646600%$222.5K$212.6K-$10.0K2026-10-08
Ulland Investment Advisors, LLC
UNCHANGED46646600%$223$213-$102026-10-13
Elevation Wealth Partners, LLC
DECREASED463470-7-1%$224.5K$211.1K-$13.4K2026-10-07
Brown Miller Wealth Management, LLC
DECREASED462516-54-10%$246.4K$210.8K-$35.7K2026-11-02
Marathon Capital Management
UNCHANGED46246200%$220.6K$210.8K-$9.9K2026-10-23
Excalibur Management Corp
INCREASED461424+37+9%$202.7K$210.5K+$7.8K2026-11-02
SwitchPoint Financial Planning, LLC
UNCHANGED46146100%$220.2K$210.3K-$9.9K2026-11-02
Trust Co of Toledo NA
DECREASED460487-27-6%$232.6K$209.8K-$22.7K2026-10-16
Focus Wealth Advisors, LLC
UNCHANGED46046000%$219.7K$209.8K-$9.8K2026-10-14
Boston Trust Walden Corp
UNCHANGED46046000%$219.7K$209.8K-$9.8K2026-10-30
Vista Investment Partners II, LLC
DECREASED459482-23-5%$230.1K$209.3K-$20.8K2026-10-15
Momentous Wealth Management, Inc.
DECREASED459460-10%$219.7K$209.4K-$10.3K2026-10-21
American Capital Advisory, LLC
UNCHANGED45945900%$219.2K$209.4K-$9.8K2026-10-28
Fortitude Family Office, LLC
INCREASED458416+42+10%$198.7K$208.9K+$10.3K2026-10-14
Solidarity Wealth, LLC
NEW456—+456——$208.0K—2026-10-15
Kellett Wealth Advisors, LLC
NEW456—+456——$208.0K—2026-10-15
RHS Financial, LLC
NEW456—+456——$208.0K—2026-10-13
Fearless Solutions, LLC dba Best Invest
NEW456—+456——$208.0K—2026-10-14
August Group Capital Ltd
DECREASED456469-13-3%$224.0K$208.0K-$16.0K2026-10-14
Cap Partners, LLC
NEW454—+454——$207.1K—2026-10-19
Waycross Investment Management Co
DECREASED454496-42-8%$236.9K$207.1K-$29.8K2026-10-14
RS Crum Inc.
UNCHANGED45445400%$216.8K$207.1K-$9.7K2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED45245200%$215.9K$206.2K-$9.7K2026-10-15
Verus Financial Partners, Inc.
UNCHANGED45245200%$215.9K$206.2K-$9.7K2026-10-29
Kwmg, LLC
NEW450—+450——$205.3K—2026-10-07
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED450276+174+63%$131.8K$205.3K+$73.5K2026-11-06
Compound Global Advisors, LLC
INCREASED450370+80+22%$176.7K$205.3K+$28.6K2026-10-20
Market Street Wealth Management Advisors LLC
DECREASED450482-32-7%$230.2K$205.3K-$24.9K2026-10-09
Hyposwiss Advisors SA
UNCHANGED45045000%$214.9K$205.3K-$9.6K2026-10-26
Integrated Capital Management, LLC
DECREASED449454-5-1%$216.8K$204.8K-$12.0K2026-10-23
Northern Capital Management, Inc.
DECREASED447628-181-29%$300.3K$203.9K-$96.5K2026-11-05
Willis Johnson Wealth, Inc.
NEW446—+446——$203.2K—2026-11-03
Private Wealth Management Group, LLC
INCREASED445400+45+11%$191.0K$203.0K+$12.0K2026-10-19
Aegis Wealth Management, Inc.
DECREASED443457-14-3%$218.2K$202.1K-$16.2K2026-10-26
Family Office Research LLC
DECREASED442496-54-11%$236.8K$201.6K-$35.2K2026-10-14
Mirabaud & Cie SA
UNCHANGED44244200%$211.1K$201.6K-$9.5K2026-10-27
Creekside Partners
UNCHANGED44144100%$210.6K$201.2K-$9.4K2026-11-04
Palisade Asset Management, LLC
NEW439—+439——$200.3K—2026-11-03
Trust Co
INCREASED438175+263+150%$83.6K$199.8K+$116.2K2026-10-09
Archer Investment Corp
INCREASED434433+1+0%$206.9K$197.8K-$9.2K2026-11-05
Entrust Financial LLC
DECREASED432438-6-1%$209.2K$197.1K-$12.1K2026-11-04
Dorato Capital Management
DECREASED426466-40-9%$202.3K$201.2K-$1.1K2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED42542500%$203.0K$193.9K-$9.1K2026-10-28
Livelsberger Financial Advisory
NEW409—+409——$186.4K—2026-10-28
Luken Investment Analytics, LLC
UNCHANGED40040000%$191.0K$182.5K-$8.6K2026-11-06
Peterson Wealth Services
UNCHANGED39339300%$187.7K$179.3K-$8.4K2026-10-26
Birchbrook, Inc.
UNCHANGED38138100%$182.0K$173.8K-$8.1K2026-10-14
KFG LLC
NEW375—+375——$171.1K—2026-11-02
Tounjian Advisory Partners, LLC
DECREASED371638-267-42%$304.7K$169.3K-$135.4K2026-11-04
Tradewinds Capital Management, LLC
DECREASED365514-149-29%$245.5K$166.5K-$79.0K2026-10-23
Ares Financial Consulting, LLC
INCREASED352317+35+11%$151.4K$160.6K+$9.2K2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED34934900%$166.8K$159.3K-$7.5K2026-10-23
Evolution Wealth Management Inc.
INCREASED348172+176+102%$82.1K$158.8K+$76.6K2026-10-28
Torren Management, LLC
NEW345—+345——$157.4K—2026-10-29
Hoese & Co LLP
UNCHANGED33333300%$159.0K$151.9K-$7.1K2026-10-21
Essential Investment Partners LLC
NEW330—+330——$150.5K—2026-10-27
WealthPLAN Partners, LLC
UNCHANGED32732700%$156.2K$149.2K-$7.0K2026-10-15
Vision Financial Markets LLC
INCREASED300200+100+50%$95.5K$136.9K+$41.3K2026-10-22
Hilton Head Capital Partners, LLC
DECREASED291298-7-2%$142.3K$132.8K-$9.6K2026-10-23
High Point Wealth Management, LLC
INCREASED28960+229+382%$28.7K$131.9K+$103.2K2026-11-05
Boyd Watterson Asset Management LLC
UNCHANGED28728700%$137.1K$130.9K-$6.1K2026-11-06
Wolff Wiese Magana LLC
INCREASED284268+16+6%$128.0K$129.6K+$1.6K2026-10-15
DeDora Capital, Inc.
NEW277—+277——$126.4K—2026-10-26
Center for Financial Planning, Inc.
INCREASED274265+9+3%$126.6K$125.0K-$1.6K2026-10-26
Flagship Wealth Advisors, LLC
NEW273—+273——$124.5K—2026-11-03
Olistico Wealth, LLC
UNCHANGED26926900%$128.5K$122.7K-$5.8K2026-10-05
First Command Advisory Services, Inc.
DECREASED267319-52-16%$152.4K$122.0K-$30.4K2026-11-05
LFA - Lugano Financial Advisors SA
INCREASED255155+100+65%$74.0K$116.3K+$42.3K2026-11-03
RMG Wealth Management LLC
UNCHANGED25125100%$107.7K$103.2K-$4.5K2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED249277-28-10%$132.4K$113.7K-$18.7K2026-10-16
North Point Portfolio Managers Corp
NEW246—+246——$112.2K—2026-10-07
Markowski Investments
INCREASED24470+174+249%$33.4K$111.3K+$77.9K2026-10-30
Yankcom Partnership
DECREASED243295-52-18%$140.9K$110.9K-$30.0K2026-10-15
First Financial Corp
UNCHANGED23823800%$113.7K$108.6K-$5.1K2026-10-13
Clean Yield Group
UNCHANGED23723700%$113.2K$108.1K-$5.1K2026-10-28
Inspire Investing, LLC
DECREASED235283-48-17%$135.2K$107.0K-$28.2K2026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED231170+61+36%$81.2K$105.4K+$24.2K2026-11-02
RHL Group, LLC
INCREASED228142+86+61%$67.9K$104.0K+$36.1K2026-11-04
FNY Investment Advisers, LLC
INCREASED222207+15+7%$98$101+$32026-10-16
MV Capital Management, Inc.
UNCHANGED21421400%$102.2K$97.6K-$4.6K2026-10-29
Valued Wealth Advisors LLC
UNCHANGED21321300%$101.9K$97.4K-$4.5K2026-11-05
DecisionPoint Financial, LLC
INCREASED208205+3+1%$91.1K$95.5K+$4.4K2026-10-27
Gleason Group, Inc.
DECREASED204245-41-17%$117.0K$93.1K-$23.9K2026-10-15
Vermillion Wealth Management, Inc.
DECREASED200509-309-61%$243.1K$91.2K-$151.8K2026-10-26
Rachor Investment Advisory Services, LLC
DECREASED200203-3-1%$97.0K$91.4K-$5.6K2026-10-29
SBK Financial, Inc.
UNCHANGED20020000%$95.5K$91.2K-$4.3K2026-11-02
Mosley Wealth Management
DECREASED199397-198-50%$189.6K$84.0K-$105.6K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED199197+2+1%$94$91-$32026-10-27
High Note Wealth, LLC
UNCHANGED19819800%$94.6K$90.3K-$4.2K2026-10-27
Aspect Partners, LLC
INCREASED196195+1+1%$93.3K$89.6K-$3.7K2026-10-20
Burkett Financial Services, LLC
NEW191—+191——$87.1K—2026-10-01
Baer Investment Advisory LLC
NEW178—+178——$81.2K—2026-10-13
Rydar Equities, Inc.
NEW175—+175——$82.6K—2026-10-13
Polaris Financial Partners
NEW172—+172——$79—2026-10-02
United Financial Planning Group LLC
UNCHANGED17017000%$81.2K$77.6K-$3.6K2026-11-04
Manchester Capital Management LLC
DECREASED166417-251-60%$199.1K$75.7K-$123.4K2026-10-22
Maseco LLP
UNCHANGED16516500%$78.6K$75.3K-$3.3K2026-10-27
Towne Trust Company, N.a
DECREASED161226-65-29%$107.9K$73.4K-$34.5K2026-10-28
First United Bank & Trust
INCREASED157140+17+12%$66.9K$71.6K+$4.8K2026-10-22
Hughes Financial Services, LLC
INCREASED154134+20+15%$64.0K$66.5K+$2.5K2026-10-30
Fairman Group, LLC
INCREASED147115+32+28%$55.0K$67.2K+$12.2K2026-10-26
Kozak & Associates, Inc.
UNCHANGED14114100%$62.6K$62.0K-$6652026-10-29
Gilpin Wealth Management, LLC
INCREASED13639+97+249%$18.6K$62.0K+$43.4K2026-10-09
Steph & Co
UNCHANGED13413400%$64.0K$61.1K-$2.9K2026-10-07
Noble Wealth Management PBC
UNCHANGED13413400%$64.0K$61.1K-$2.9K2026-10-01
IMG Wealth Management, Inc.
UNCHANGED13213200%$63.0K$60.2K-$2.8K2026-10-27
Tower Trust & Investment Co
DECREASED130135-5-4%$64.5K$59.3K-$5.2K2026-10-28
Retirement Wealth Solutions LLC
INCREASED1296+123+2050%$2.9K$58.8K+$56.0K2026-10-07
Marshall & Sterling Wealth Advisors Inc.
INCREASED127117+10+9%$56.1K$57.7K+$1.7K2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED12694+32+34%$44.9K$57.5K+$12.6K2026-10-15
Bangor Savings Bank
DECREASED122182-60-33%$86.9K$55.7K-$31.3K2026-10-06
Sunrise Financial Services, LLC
UNCHANGED11911900%$56.8K$54.3K-$2.5K2026-10-21
Key Capital Management, Inc
INCREASED11640+76+190%$19.1K$52.9K+$33.8K2026-11-03
Country Trust Bank
INCREASED11492+22+24%$43.9K$52.0K+$8.1K2026-10-30
SRH Advisors, LLC
UNCHANGED11311300%$54.0K$51.5K-$2.4K2026-10-22
Signature Resources Capital Management, LLC
INCREASED10464+40+63%$30.6K$47.4K+$16.9K2026-10-16
Transce3nd, LLC
INCREASED10477+27+35%$33.4K$44.9K+$11.5K2026-10-26
CGC Financial Services, LLC
DECREASED100127-27-21%$60.7K$45.6K-$15.0K2026-10-13
LAM Group, Inc.
UNCHANGED10010000%$47.8K$45.6K-$2.1K2026-10-26
Creative Capital Management Investments LLC
INCREASED9940+59+148%$19.1K$45.2K+$26.1K2026-10-28
Financial Network Wealth Advisors LLC
INCREASED9978+21+27%$37.3K$45.2K+$7.9K2026-10-28
IAG Wealth Partners, LLC
INCREASED9893+5+5%$44.4K$44.7K+$2932026-11-06
180 GPS Investments IC Ltd
DECREASED978,711-8,614-99%$4.2M$44.3K-$4.1M2026-11-06
StrongBox Wealth, LLC
INCREASED9794+3+3%$44.9K$44.3K-$6422026-11-02
Financial Freedom, LLC
NEW95—+95——$43.5K—2026-11-06
Washington Trust Advisors, Inc.
INCREASED9592+3+3%$44.1K$43.4K-$6032026-10-22
Nvest Wealth Strategies, Inc.
INCREASED9280+12+15%$38.2K$42.0K+$3.8K2026-10-14
PFS Partners, LLC
INCREASED9190+1+1%$43.2K$41.3K-$1.9K2026-10-21
Islay Capital Management, LLC
UNCHANGED909000%$43.0K$41.1K-$1.9K2026-10-20
Coston, McIsaac & Partners
DECREASED88100-12-12%$47$40.1K+$40.1K2026-11-06
Heritage Family Offices, LLP
NEW82—+82——$37.4K—2026-11-02
Owl Creek Wealth Partners LLC
DECREASED8086-6-7%$41.1K$36.5K-$4.6K2026-10-20
Main Street Group, LTD
INCREASED7866+12+18%$31.5K$35.5K+$4.0K2026-10-28
Hurley Capital, LLC
UNCHANGED767600%$36.3K$34.8K-$1.5K2026-11-05
Bayban
UNCHANGED727200%$34.4K$34.4K$02026-11-05
Bay Harbor Wealth Management, LLC
UNCHANGED707000%$33.4K$32.0K-$1.4K2026-11-03
Tsfg, LLC
DECREASED69560-491-88%$267.0K$31-$267.0K2026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED656500%$19.8K$29.7K+$9.9K2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED646400%$30.6K$29.2K-$1.4K2026-10-15
Canton Hathaway, LLC
INCREASED6356+7+13%$26.7K$28.7K+$2.0K2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED626200%$29.6K$28.3K-$1.3K2026-10-15
Davis Capital Management
INCREASED6158+3+5%$27.7K$27.8K+$1292026-10-08
Fiduciary Advisors, Inc.
INCREASED6020+40+200%$9.6K$27.4K+$17.8K2026-10-16
Richardson Capital Management LLC
UNCHANGED575700%$27.2K$26.0K-$1.2K2026-10-23
Burk Holdings LLC
UNCHANGED545400%$25.9K$24.7K-$1.2K2026-11-05
Team Financial Group, LLC
NEW50—+50——$22.8K—2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED505000%$23.9K$22.8K-$1.1K2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED505000%$23.9K$22.8K-$1.1K2026-10-30
Bulwark Capital Corp
UNCHANGED484800%$22.9K$21.9K-$1.0K2026-10-13
Horizon Financial Services, LLC
DECREASED4656-10-18%$26.7K$21.0K-$5.8K2026-11-04
Navigoe, LLC
UNCHANGED464600%$21$20-$12026-11-04
Duncker Streett & Co Inc
UNCHANGED464600%$22.0K$21.0K-$9832026-10-27
Kentucky Trust Co
INCREASED4543+2+5%$20.5K$20.5K-$72026-10-15
Trifecta Capital Advisors, LLC
UNCHANGED454500%$21.5K$20.5K-$9622026-10-21
Clark Wealth Partners
UNCHANGED434300%$20.6K$19.7K-$9122026-10-19
First Premier Bank
UNCHANGED373700%$18$17-$12026-10-13
Arlington Trust Co LLC
INCREASED3511+24+218%$5.3K$16.0K+$10.7K2026-10-20
Sfam, LLC
UNCHANGED353500%$16.7K$16.0K-$7482026-11-03
Mcdonald Partners LLC
UNCHANGED353500%$16.7K$16.0K-$7482026-11-03
Piscataqua Savings Bank
UNCHANGED292900%$13.8K$13.2K-$6202026-10-21
NorthAvenue LLC
UNCHANGED282800%$13.4K$12.8K-$5982026-10-29
Elevated Capital Advisors, LLC
UNCHANGED282800%$13.4K$12.8K-$5992026-11-04
MJT & Associates Financial Advisory Group, Inc.
DECREASED2641-15-37%$19.6K$11.9K-$7.7K2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED252500%$11.9K$11.4K-$5342026-11-04
Vima LLC
UNCHANGED252500%$11.9K$11.4K-$5342026-10-23
Southern Michigan Bank & Trust
INCREASED2315+8+53%$7.2K$10.5K+$3.3K2026-10-19
Bare Financial Services, Inc
UNCHANGED222200%$10.5K$10.0K-$4712026-11-04
Mascoma Wealth Management LLC
DECREASED2021-1-5%$10.0K$9.1K-$9052026-10-23
Reap Financial Group, LLC
UNCHANGED202000%$9.6K$9.2K-$4152026-11-02
Salomon & Ludwin, LLC
UNCHANGED202000%$8.9K$9.1K+$2392026-10-29
Mechanics Financial Corp
UNCHANGED181800%$8.6K$8.2K-$3852026-11-05
UMB Private Wealth Management, LLC
NEW17—+17——$7.8K—2026-10-19
DT Investment Partners, LLC
NEW17—+17——$7.8K—2026-10-27
Essential Partners LLC
UNCHANGED171700%$8.1K$7.8K-$3642026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED161600%$8$7-$12026-10-14
Decker Retirement Planning Inc.
UNCHANGED151500%$7.3K$6.9K-$3262026-10-19
Fairway Wealth LLC
NEW13—+13——$5.9K—2026-10-30
James T. Borello RIA
UNCHANGED111100%$5.3K$5.0K-$2352026-10-16
Barrett & Company, Inc.
DECREASED1013-3-23%$6.2K$4.6K-$1.6K2026-10-22
Valley Wealth Managers, Inc.
UNCHANGED101000%$4.8K$4.6K-$2142026-10-09
Avion Wealth
DECREASED914-5-36%$6$4-$22026-11-04
Advocate Investing Services LLC
UNCHANGED9900%$4.3K$4.1K-$1922026-10-26
Horrell Capital Management, Inc.
INCREASED86+2+33%$2.9K$3.7K+$7852026-10-08
Investment Research & Advisory Group, Inc.
UNCHANGED8800%$3.8K$3.7K-$1712026-10-19
Lloyd Advisory Services, Llc.
DECREASED78-1-12%$3.8K$3.3K-$5132026-11-02
Newton One Investments LLC
NEW6—+6——$2.7K—2026-10-14
Investors Research Corp
DECREASED67-1-14%$3.3K$2.7K-$6062026-10-07
Laurel Wealth Advisors LLC
NEW5—+5——$2.3K—2026-10-27
Carolina Wealth Advisors, LLC
NEW5—+5——$2.3K—2026-10-23
Dhjj Financial Advisors, Ltd.
INCREASED52+3+150%$956$2.3K+$1.3K2026-10-23
Quaker Wealth Management, LLC
UNCHANGED5500%$2.4K$2.3K-$1072026-10-22
Mountain Hill Investment Partners Corp.
NEW3—+3——$1.4K—2026-10-23
Mainstream Capital Management LLC
NEW3—+3——$1.4K—2026-10-23
4Thought Financial Group Inc.
NEW1—+1——$281—2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1100%$478$457-$212026-10-23
Lockheed Martin Investment Management Co
CLOSED0116,200-116,200-100%$55.5M$0-$55.5M2026-11-04
Wellington Shields Capital Management, LLC
CLOSED025,303-25,303-100%$12.1M$0-$12.1M2026-11-03
Montaka Global Pty Ltd
CLOSED022,908-22,908-100%$10.9M$0-$10.9M2026-11-05
Dara Capital US, Inc.
CLOSED021,126-21,126-100%$10.1M$0-$10.1M2026-10-29
Two Creeks Capital Management, LP
CLOSED011,565-11,565-100%$5.5M$0-$5.5M2026-10-08
Ariose Capital Management Ltd
CLOSED011,400-11,400-100%$5.4M$0-$5.4M2026-11-02
Wealth Management Partners, LLC
CLOSED09,327-9,327-100%$4.5M$0-$4.5M2026-10-21
CogentBlue Wealth Advisors, LLC
CLOSED08,317-8,317-100%$4.0M$0-$4.0M2026-10-09
FDx Advisors, Inc.
CLOSED08,106-8,106-100%$3.9M$0-$3.9M2026-11-05
Napean Trading & Investment Co (Singapore) PTE Ltd
CLOSED08,077-8,077-100%$3.9M$0-$3.9M2026-11-06
Moody Lynn Lieberson & Walker, LLC
CLOSED07,869-7,869-100%$3.8M$0-$3.8M2026-10-14
Privium Fund Management (UK) Ltd
CLOSED07,800-7,800-100%$3.5M$0-$3.5M2026-10-30
Wellington Shields & Co., LLC
CLOSED07,737-7,737-100%$3.7M$0-$3.7M2026-11-03
Arbor Capital Management Inc
CLOSED06,578-6,578-100%$2.7M$0-$2.7M2026-10-21
Cadent Capital Advisors, LLC
CLOSED05,753-5,753-100%$2.7M$0-$2.7M2026-10-09
Miura Global Management, LLC
CLOSED05,000-5,000-100%$2.4M$0-$2.4M2026-10-05
Del-Sette Capital Management, LLC
CLOSED04,681-4,681-100%$2.2M$0-$2.2M2026-10-23
Dana Investment Advisors, Inc.
CLOSED04,056-4,056-100%$1.9M$0-$1.9M2026-11-06
Dalton Investments, Inc.
CLOSED02,910-2,910-100%$1.4M$0-$1.4M2026-11-04
Saxon Interests, Inc.
CLOSED01,723-1,723-100%$822.9K$0-$822.9K2026-10-26
One Wealth Capital Management, LLC
CLOSED01,510-1,510-100%$721.1K$0-$721.1K2026-10-23
South Shore Capital Advisors
CLOSED01,157-1,157-100%$552.5K$0-$552.5K2026-10-20
Praxis Capital Management LLC
CLOSED01,100-1,100-100%$525.3K$0-$525.3K2026-10-16
Shade Tree Advisors LLC
CLOSED01,094-1,094-100%$522.5K$0-$522.5K2026-10-22
Johnson Financial Group, LLC
CLOSED01,022-1,022-100%$488.1K$0-$488.1K2026-11-03
JIM Saulnier & Associates, LLC
CLOSED0991-991-100%$473.3K$0-$473.3K2026-11-04
Scarborough Advisors, LLC
CLOSED0884-884-100%$374.8K$0-$374.8K2026-10-16
A4 Wealth Advisors LLC
CLOSED0787-787-100%$375.8K$0-$375.8K2026-10-20
Trace Wealth Advisors, LLC
CLOSED0769-769-100%$367.3K$0-$367.3K2026-10-30
Graves Light Lenhart Wealth, Inc.
CLOSED0752-752-100%$359.1K$0-$359.1K2026-10-09
Capstone Wealth Management Group, LLC
CLOSED0747-747-100%$356.5K$0-$356.5K2026-11-05
Eley Financial Management, Inc
CLOSED0727-727-100%$347.2K$0-$347.2K2026-11-03
Equity Investment Corp
CLOSED0693-693-100%$331.0K$0-$331.0K2026-11-04
Apeiron RIA LLC
CLOSED0661-661-100%$315.9K$0-$315.9K2026-10-08
Wealth Advisors Northwest LLC
CLOSED0593-593-100%$283.2K$0-$283.2K2026-10-29
Wellington Grp LLC
CLOSED0556-556-100%$187.9K$0-$187.9K2026-11-06
Cooper S Advisors, LLC
CLOSED0555-555-100%$265.1K$0-$265.1K2026-11-03
Elite Life Management LLC
CLOSED0543-543-100%$224.8K$0-$224.8K2026-11-06
Arbor Investment Advisors, LLC
CLOSED0519-519-100%$247.9K$0-$247.9K2026-10-26
Cullen Investment Group, Ltd.
CLOSED0503-503-100%$240.3K$0-$240.3K2026-10-13
Alpha Wealth Funds, LLC
CLOSED0500-500-100%$238.1K$0-$238.1K2026-11-05
Tucker Asset Management LLC
CLOSED0482-482-100%$230.2K$0-$230.2K2026-10-29
Flywheel Private Wealth LLC
CLOSED0481-481-100%$229.7K$0-$229.7K2026-11-02
Blue Line Capital, LLC / IL
CLOSED0480-480-100%$229.2K$0-$229.2K2026-11-04
NTV Asset Management LLC
CLOSED0474-474-100%$226.4K$0-$226.4K2026-10-23
Shariaportfolio, Inc.
CLOSED0465-465-100%$222.1K$0-$222.1K2026-10-20
Lantz Financial LLC
CLOSED0460-460-100%$219.7K$0-$219.7K2026-10-15
B.O.S.S. Retirement Advisors, LLC
CLOSED0459-459-100%$219.2K$0-$219.2K2026-10-26
Prota Financial, LLC
CLOSED0455-455-100%$202.1K$0-$202.1K2026-10-08
Joel Adams & Associates, Inc.
CLOSED0442-442-100%$211.1K$0-$211.1K2026-11-02
Rebalance, LLC
CLOSED0438-438-100%$209.2K$0-$209.2K2026-10-22
West Bancorporation Inc
CLOSED0430-430-100%$205.4K$0-$205.4K2026-10-29
Opus Financial Solutions LLC
CLOSED0429-429-100%$204.9K$0-$204.9K2026-11-06
Bucket List Wealth Management, LLC
CLOSED0429-429-100%$204.9K$0-$204.9K2026-10-22
Whitaker-Myers Wealth Managers, Ltd.
CLOSED0428-428-100%$204.5K$0-$204.5K2026-10-09
Aldebaran Financial Inc.
CLOSED0426-426-100%$203.4K$0-$203.4K2026-11-06
Greenwood Gearhart LLC
CLOSED0425-425-100%$203.0K$0-$203.0K2026-11-02
Princeton Capital Management LLC
CLOSED0422-422-100%$201.7K$0-$201.7K2026-10-27
McNaughton Wealth Management, LLC
CLOSED0421-421-100%$201.1K$0-$201.1K2026-10-09
Ascent Wealth Partners, LLC
CLOSED0419-419-100%$200.1K$0-$200.1K2026-10-23
Rockport Wealth LLC
CLOSED0419-419-100%$200.1K$0-$200.1K2026-11-03
Guardcap Asset Management Ltd
CLOSED0349-349-100%$166.7K$0-$166.7K2026-11-06
LifeSteps Financial, Inc.
CLOSED0337-337-100%$160.9K$0-$160.9K2026-10-15
Gill Capital Partners, LLC
CLOSED0309-309-100%$147.6K$0-$147.6K2026-10-13
Stone House Investment Management, LLC
CLOSED0219-219-100%$104.5K$0-$104.5K2026-10-23
Merrithew & Thorsten Inc
CLOSED0205-205-100%$98.0K$0-$98.0K2026-11-06
Whipplewood Advisors, LLC
CLOSED0178-178-100%$85.0K$0-$85.0K2026-10-20
Paladin Partners, LLC
CLOSED0150-150-100%$71.6K$0-$71.6K2026-10-06
Founders Capital Management
CLOSED0139-139-100%$66.4K$0-$66.4K2026-10-13
Robinswood Financial LLC
CLOSED0129-129-100%$61.6K$0-$61.6K2026-10-20
Midway Capital Research & Management
CLOSED085-85-100%$40.6K$0-$40.6K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED083-83-100%$39.7K$0-$39.7K2026-10-29
Commonwealth Retirement Investments LLC
CLOSED070-70-100%$33.4K$0-$33.4K2026-10-26
Bayforest Capital Ltd
CLOSED056-56-100%$26.7K$0-$26.7K2026-11-03
Pacifica Partners Inc.
CLOSED017-17-100%$7.4K$0-$7.4K2026-10-09
Maj Invest Holding A/S
CLOSED000—$0$0$02026-10-27
Illumine Investment Management, LLC
UNCHANGED000—$2.1M$1.9M-$254.7K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$909.6K$584.3K-$325.3K2026-10-29
FMR LLC
N/A—58,937,551-58,937,551-100%$28.1B———
Capital World Investors
N/A—34,372,274-34,372,274-100%$16.4B———
JPMorgan Chase & Co
N/A—23,829,286-23,829,286-100%$10.8B———
BlackRock, Inc.
N/A—20,112,852-20,112,852-100%$9.6B———
Van Eck Associates Corp
N/A—17,210,604-17,210,604-100%$8.2B———
Goldman Sachs Group Inc
N/A—16,125,333-16,125,333-100%$7.7B———
Morgan Stanley
N/A—15,847,816-15,847,816-100%$7.6B———
Bank of America Corp
N/A—15,282,620-15,282,620-100%$7.3B———
Capital International Investors
N/A—11,676,869-11,676,869-100%$5.5B———
Price T Rowe Associates Inc
N/A—11,320,845-11,320,845-100%$5.4B———
Jennison Associates LLC
N/A—10,687,770-10,687,770-100%$5.1B———
Capital Research Global Investors
N/A—10,474,198-10,474,198-100%$5.0B———
UBS Group AG
N/A—9,567,964-9,567,964-100%$4.6B———
Massachusetts Financial Services Co
N/A—9,510,209-9,510,209-100%$4.7B———
WCM Investment Management, LLC
N/A—9,261,509-9,261,509-100%$4.2B———
Coatue Management LLC
N/A—8,914,995-8,914,995-100%$4.3B———
Jupiter Topco LLC
N/A—8,008,470-8,008,470-100%$3.8B———
Alliancebernstein L.P.
N/A—7,029,705-7,029,705-100%$2.4B———
Franklin Resources Inc
N/A—7,011,592-7,011,592-100%$3.3B———
Royal Bank of Canada
N/A—6,388,408-6,388,408-100%$3.1B———
Wellington Management Group LLP
N/A—6,383,164-6,383,164-100%$3.0B———
American Century Companies Inc
N/A—6,223,473-6,223,473-100%$3.0B———
Northern Trust Corp
N/A—6,184,369-6,184,369-100%$3.0B———
Brown Advisory Inc
N/A—5,976,344-5,976,344-100%$2.9B———
Schroder Investment Management Group
N/A—5,755,556-5,755,556-100%$2.7B———
Ameriprise Financial Inc
N/A—5,080,898-5,080,898-100%$2.4B———
Wells Fargo & Company
N/A—4,964,720-4,964,720-100%$2.4B———
Susquehanna International Group, LLP
N/A—4,935,357-4,935,357-100%$2.4B———
Clearbridge Investments, LLC
N/A—4,900,192-4,900,192-100%$2.3B———
Tiger Global Management LLC
N/A—4,881,008-4,881,008-100%$2.3B———
Eagle Capital Management LLC
N/A—4,423,550-4,423,550-100%$2.1B———
UBS Asset Management Americas LLC
N/A—4,032,346-4,032,346-100%$1.9B———
Sands Capital Management, LLC
N/A—3,925,440-3,925,440-100%$1.9B———
Envestnet Asset Management Inc
N/A—3,761,965-3,761,965-100%$1.8B———
First Eagle Investment Management, LLC
N/A—3,745,597-3,745,597-100%$1.8B———
Invesco Ltd.
N/A—3,564,033-3,564,033-100%$1.7B———
Alkeon Capital Management LLC
N/A—3,536,218-3,536,218-100%$1.7B———
Viking Global Investors LP
N/A—3,168,097-3,168,097-100%$1.5B———
Lazard Asset Management LLC
N/A—3,014,900-3,014,900-100%$1.4B———
Harding Loevner LP
N/A—2,884,195-2,884,195-100%$1.3B———
Arrowstreet Capital, Limited Partnership
N/A—2,818,252-2,818,252-100%$1.3B———
Raymond James Financial Inc
N/A—2,757,378-2,757,378-100%$1.3B———
Nomura Asset Management International Inc.
N/A—2,657,044-2,657,044-100%$1.3B———
Situational Awareness LP
N/A—2,649,035-2,649,035-100%$1.3B———
Fayez Sarofim & Co
N/A—2,543,520-2,543,520-100%$1.2B———
Natixis Advisors, LLC
N/A—2,486,724-2,486,724-100%$1.2B———
BNP Paribas Financial Markets
N/A—2,474,456-2,474,456-100%$1.2B———
Voya Investment Management LLC
N/A—2,456,558-2,456,558-100%$1.2B———
Manufacturers Life Insurance Company, the
N/A—2,349,022-2,349,022-100%$1.1B———
Soroban Capital Partners LP
N/A—2,174,760-2,174,760-100%$1.0B———
Nuveen, LLC
N/A—2,134,689-2,134,689-100%$1.0B———
HSBC Holdings PLC
N/A—2,130,767-2,130,767-100%$1.0B———
SEI Investments Co
N/A—2,124,629-2,124,629-100%$1.0B———
Stockbridge Partners LLC
N/A—2,072,924-2,072,924-100%$990.0M———
Rafferty Asset Management, LLC
N/A—2,004,572-2,004,572-100%$957.3M———
Jones Financial Companies Lllp
N/A—1,978,934-1,978,934-100%$855.7M———
Hudson Bay Capital Management LP
N/A—1,933,095-1,933,095-100%$923.2M———
Saturna Capital Corp
N/A—1,864,582-1,864,582-100%$807.9M———
National Bank of Canada
N/A—1,860,966-1,860,966-100%$888.4M———
Marshall Wace, LLP
N/A—1,810,476-1,810,476-100%$864.6M———
1832 Asset Management L.P.
N/A—1,772,353-1,772,353-100%$846.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,742,631-1,742,631-100%$832.2M———
BNP Paribas Asset Management Holding S.A.
N/A—1,692,413-1,692,413-100%$808.0M———
Appaloosa LP
N/A—1,650,000-1,650,000-100%$788.0M———
Bessemer Group Inc
N/A—1,629,884-1,629,884-100%$778.4M———
Point72 Asset Management, L.P.
N/A—1,603,897-1,603,897-100%$766.0M———
Millennium Management LLC
N/A—1,592,445-1,592,445-100%$760.5M———
Royal London Asset Management LTD
N/A—1,521,260-1,521,260-100%$726.5M———
Legal & General Group Plc
N/A—1,500,473-1,500,473-100%$715.1M———
Lansdowne Partners (UK) LLP
N/A—1,475,803-1,475,803-100%$704.8M———
Optiver Holding B.V.
N/A—1,471,191-1,471,191-100%$702.6M———
Altshuler Shaham Ltd
N/A—1,446,478-1,446,478-100%$690.8M———
Dodge & COX
N/A—1,440,767-1,440,767-100%$688.1M———
Altimeter Capital Management, LP
N/A—1,429,355-1,429,355-100%$682.6M———
Tudor Investment Corp ET AL
N/A—1,369,304-1,369,304-100%$653.9M———
Life Cycle Investment Partners Ltd
N/A—1,329,941-1,329,941-100%$635.1M———
Windacre Partnership LLC
N/A—1,318,000-1,318,000-100%$629.4M———
FIL Ltd
N/A—1,303,412-1,303,412-100%$622.5M———
Evergreen Quality Fund GP, Ltd.
N/A—1,297,712-1,297,712-100%$619.7M———
Sculptor Capital LP
N/A—1,290,000-1,290,000-100%$616.1M———
Neuberger Berman Group LLC
N/A—1,262,210-1,262,210-100%$602.2M———
Lord, Abbett & Co. LLC
N/A—1,232,733-1,232,733-100%$588.7M———
Artisan Partners Limited Partnership
N/A—1,176,856-1,176,856-100%$562.0M———
Ruane, Cunniff & Goldfarb L.P.
N/A—1,172,725-1,172,725-100%$560.1M———
Stifel Financial Corp
N/A—1,171,567-1,171,567-100%$559.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,171,436-1,171,436-100%$559.4M———
CIBC World Market Inc.
N/A—1,164,466-1,164,466-100%$556.1M———
Phoenix Financial Ltd.
N/A—1,157,635-1,157,635-100%$553.0M———
Fundsmith LLP
N/A—1,148,449-1,148,449-100%$548.5M———
Tidal Investments LLC
N/A—1,127,237-1,127,237-100%$538.3M———
VAN Lanschot Kempen Investment Management N.V.
N/A—1,126,067-1,126,067-100%$537.8M———
Himension Capital (Singapore) Pte. Ltd.
N/A—1,109,430-1,109,430-100%$529.8M———
Man Group plc
N/A—1,103,279-1,103,279-100%$526.9M———
Rathbones Group PLC
N/A—1,098,992-1,098,992-100%$524.8M———
Walleye Trading LLC
N/A—1,090,437-1,090,437-100%$520.8M———
W1m Asset Management Ltd
N/A—1,082,574-1,082,574-100%$516.0M———
State of Tennessee, Department of Treasury
N/A—1,070,212-1,070,212-100%$511.1M———
Victory Capital Management Inc
N/A—1,065,259-1,065,259-100%$508.7M———
Allianz Asset Management GmbH
N/A—1,061,906-1,061,906-100%$507.1M———
Select Equity Group, L.P.
N/A—1,024,189-1,024,189-100%$489.1M———
Comgest Global Investors S.A.S.
N/A—1,010,486-1,010,486-100%$482.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,009,852-1,009,852-100%$481.9M———
Value Aligned Research Advisors, LLC
N/A—1,007,480-1,007,480-100%$481.1M———
Driehaus Capital Management LLC
N/A—984,500-984,500-100%$470.2M———
Voyager Global Management LP
N/A—975,000-975,000-100%$465.6M———
Baillie Gifford & Co
N/A—960,732-960,732-100%$458.8M———
Rockefeller Capital Management L.P.
N/A—960,273-960,273-100%$458.9M———
Baird Financial Group, Inc.
N/A—945,101-945,101-100%$451.4M———
State Street Corp
N/A—922,710-922,710-100%$441.3M———
SurgoCap Partners LP
N/A—908,064-908,064-100%$433.7M———
Bank of Montreal
N/A—907,778-907,778-100%$433.5M———
Axiom Investors LLC
N/A—899,501-899,501-100%$429.6M———
Canada Life Assurance Co
N/A—891,025-891,025-100%$424.1M———
GQG Partners LLC
N/A—866,910-866,910-100%$414.0M———
CI Investments Inc.
N/A—851,361-851,361-100%$406.6M———
Renaissance Technologies LLC
N/A—849,080-849,080-100%$405.5M———
CIBC Bancorp USA Inc.
N/A—846,379-846,379-100%$404.2M———
Empowered Funds, LLC
N/A—835,931-835,931-100%$399.2M———
Noked Israel Ltd
N/A—825,650-825,650-100%$394.3M———
HighTower Advisors, LLC
N/A—808,348-808,348-100%$386.0M———
Public Employees Retirement System of Ohio
N/A—790,751-790,751-100%$377.6M———
D. E. Shaw & Co., Inc.
N/A—773,051-773,051-100%$369.2M———
Thornburg Investment Management Inc
N/A—764,867-764,867-100%$365.3M———
T. Rowe Price Investment Management, Inc.
N/A—758,028-758,028-100%$362.0M———
Cetera Investment Advisers
N/A—754,685-754,685-100%$360.4M———
Menora Mivtachim Holdings Ltd.
N/A—751,939-751,939-100%$359.1M———
New York State Common Retirement Fund
N/A—739,821-739,821-100%$353.3M———
Harvard Management Co Inc
N/A—732,022-732,022-100%$349.6M———
Maverick Capital LTD
N/A—711,757-711,757-100%$339.9M———
Longview Partners (Guernsey) LTD
N/A—706,120-706,120-100%$337.2M———
First Trust Advisors LP
N/A—703,432-703,432-100%$335.9M———
DnB Asset Management AS
N/A—683,962-683,962-100%$326.4M———
Credit Agricole S A
N/A—671,408-671,408-100%$320.6M———
Bamco Inc
N/A—667,698-667,698-100%$318.9M———
Navera Investment Management Ltd.
N/A—662,678-662,678-100%$316.1M———
Public Employees Retirement Association of Colorado
N/A—649,774-649,774-100%$310.3M———
Cerity Partners LLC
N/A—638,639-638,639-100%$305.0M———
Anther Capital Ltd
N/A—634,447-634,447-100%$303.0M———
Jane Street Group, LLC
N/A—602,697-602,697-100%$287.8M———
Federated Hermes, Inc.
N/A—597,256-597,256-100%$285.2M———
Whale Rock Capital Management LLC
N/A—589,911-589,911-100%$281.7M———
Duquesne Family Office LLC
N/A—589,680-589,680-100%$281.6M———
SG Americas Securities, LLC
N/A—589,560-589,560-100%$281.6M———
Manning & Napier Advisors LLC
N/A—588,562-588,562-100%$281.1M———
Northwestern Mutual Wealth Management Co
N/A—575,918-575,918-100%$275.0M———
Captrust Financial Advisors
N/A—572,450-572,450-100%$273.4M———
Dorsal Capital Management, LP
N/A—570,000-570,000-100%$272.2M———
Caption Management, LLC
N/A—565,700-565,700-100%$270.2M———
Softbank Group Corp.
N/A—565,000-565,000-100%$269.8M———
Evelyn Partners Group Ltd
N/A—561,594-561,594-100%$268.2M———
Liontrust Investment Partners LLP
N/A—559,772-559,772-100%$267.3M———
Nomura Holdings Inc
N/A—558,088-558,088-100%$266.5M———
Marsico Capital Management LLC
N/A—539,035-539,035-100%$257.4M———
Causeway Capital Management LLC
N/A—532,052-532,052-100%$254.1M———
Keywise Capital Management (HK) Ltd
N/A—528,600-528,600-100%$252.4M———
Citadel Advisors LLC
N/A—525,939-525,939-100%$251.2M———
Soros Fund Management LLC
N/A—522,158-522,158-100%$249.4M———
Mariner, LLC
N/A—521,480-521,480-100%$248.9M———
Aviva PLC
N/A—516,834-516,834-100%$246.8M———
Westfield Capital Management Co LP
N/A—510,999-510,999-100%$244.0M———
Clark Capital Management Group, Inc.
N/A—505,628-505,628-100%$241.5M———
Polen Capital Management LLC
N/A—501,210-501,210-100%$239.4M———
XN LP
N/A—498,690-498,690-100%$238.2M———
Perseverance Asset Management International
N/A—498,500-498,500-100%$238.1M———
Intermede Investment Partners Ltd
N/A—494,195-494,195-100%$210.5K———
Osaic Holdings, Inc.
N/A—491,974-491,974-100%$235.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—489,910-489,910-100%$234.4M———
Loomis Sayles & Co L P
N/A—486,273-486,273-100%$232.2M———
Milford Funds LTD
N/A—484,461-484,461-100%$231.4M———
Vaughan Nelson Investment Management, L.P.
N/A—483,590-483,590-100%$230.9M———
ARK Investment Management LLC
N/A—482,286-482,286-100%$230.3M———
Mairs & Power Inc
N/A—476,245-476,245-100%$227.4M———
Third Point LLCA
N/A—460,000-460,000-100%$219.7M———
Balyasny Asset Management L.P.
N/A—459,643-459,643-100%$219.5M———
Vident Advisory, LLC
N/A—457,045-457,045-100%$218.3M———
Epoch Investment Partners, Inc.
N/A—456,810-456,810-100%$218.2M———
Tairen Capital Ltd
N/A—452,800-452,800-100%$216.2M———
MML Investors Services, LLC
N/A—447,169-447,169-100%$213.6M———
Samlyn Capital, LLC
N/A—440,842-440,842-100%$210.5M———
DJE Kapital AG
N/A—438,732-438,732-100%$208.6M———
BlueSpruce Investments, LP
N/A—434,582-434,582-100%$207.5M———
Janney Montgomery Scott LLC
N/A—425,753-425,753-100%$203.3M———
Oversea-Chinese Banking Corp Ltd
N/A—422,549-422,549-100%$198.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—418,030-418,030-100%$199.6M———
Fundsmith Investment Services Ltd.
N/A—411,476-411,476-100%$196.5M———
E Fund Management Co., Ltd.
N/A—410,569-410,569-100%$196.1M———
O'shaughnessy Asset Management, LLC
N/A—399,158-399,158-100%$190.6M———
Quantinno Capital Management LP
N/A—393,733-393,733-100%$188.0M———
Handelsbanken Fonder AB
N/A—389,578-389,578-100%$186.1K———
TD Asset Management Inc
N/A—383,540-383,540-100%$183.2M———
AustralianSuper Pty Ltd
N/A—381,083-381,083-100%$182.0M———
Varma Mutual Pension Insurance Co
N/A—372,800-372,800-100%$178.0M———
Squarepoint Ops LLC
N/A—369,961-369,961-100%$176.7M———
Susquehanna Advisors Group, Inc.
N/A—363,200-363,200-100%$173.5M———
Scotia Capital Inc.
N/A—360,890-360,890-100%$172.4M———
Huntington National Bank
N/A—359,158-359,158-100%$171.5M———
Tredje Ap-fonden
N/A—356,521-356,521-100%$170.3M———
Johnson Investment Counsel Inc
N/A—347,119-347,119-100%$165.8M———
Magellan Asset Management Ltd
N/A—344,465-344,465-100%$164.5M———
BIT Capital GmbH
N/A—343,221-343,221-100%$163.9M———
M&T Bank Corp
N/A—333,468-333,468-100%$159.3M———
Strategy Capital LLC
N/A—331,597-331,597-100%$158.4M———
North of South Capital LLP
N/A—330,957-330,957-100%$158.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—329,546-329,546-100%$157.4M———
Kinetic Partners Management, LP
N/A—323,254-323,254-100%$154.4M———
Qube Research & Technologies Ltd
N/A—320,389-320,389-100%$153.0M———
Nomura Asset Management Co LTD
N/A—317,806-317,806-100%$151.8M———
EFG International AG
N/A—310,962-310,962-100%$148.1M———
Federation des caisses Desjardins du Quebec
N/A—310,466-310,466-100%$148.3M———
Cornerstone Investment Partners, LLC
N/A—309,088-309,088-100%$147.6M———
Montanova Capital, LLC
N/A—304,627-304,627-100%$145.5M———
Rhumbline Advisers
N/A—303,435-303,435-100%$144.9M———
Spear Holdings RSC Ltd
N/A—298,758-298,758-100%$142.7M———
Peak6 LLC
N/A—298,755-298,755-100%$142.7M———
PBCay One RSC Ltd
N/A—298,632-298,632-100%$142.6M———
Danske Bank A/S
N/A—296,647-296,647-100%$141.7M———
Analog Century Management LP
N/A—296,487-296,487-100%$141.6M———
Stony Point Capital LLC
N/A—296,263-296,263-100%$141.5M———
Banque Transatlantique SA
N/A—293,899-293,899-100%$107.9M———
Advent International, L.P.
N/A—292,875-292,875-100%$139.9M———
Capital Fund Management S.A.
N/A—290,034-290,034-100%$138.5M———
HRT Financial LP
N/A—274,639-274,639-100%$131.2M———
Summitry LLC
N/A—274,507-274,507-100%$131.1M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—268,857-268,857-100%$128.4M———
National Philanthropic Trust
N/A—267,676-267,676-100%$127.8M———
Dundas Partners LLP
N/A—265,365-265,365-100%$126.7M———
Jupiter Asset Management LTD
N/A—264,817-264,817-100%$121.7M———
Hardman Johnston Global Advisors LLC
N/A—263,227-263,227-100%$125.7M———
Capital International, Inc.
N/A—261,799-261,799-100%$125.0M———
SRS Investment Management, LLC
N/A—261,301-261,301-100%$124.8M———
Forest Avenue Capital Management LP
N/A—257,965-257,965-100%$123.2M———
LGT Capital Partners Ltd.
N/A—254,347-254,347-100%$121.5M———
Amova Asset Management Americas, Inc.
N/A—254,175-254,175-100%$121.3M———
Groupe la Francaise
N/A—252,666-252,666-100%$120.8M———
Avala Global LP
N/A—250,760-250,760-100%$119.8M———
MAI Capital Management
N/A—246,513-246,513-100%$117.7M———
BLI - Banque de Luxembourg Investments
N/A—245,600-245,600-100%$112.0M———
NewEdge Advisors, LLC
N/A—243,543-243,543-100%$116.3M———
Waverly Advisors, LLC
N/A—240,719-240,719-100%$115.0M———
Itau Unibanco Holding S.A.
N/A—239,853-239,853-100%$114.5M———
Sanctuary Advisors, LLC
N/A—239,577-239,577-100%$114.4M———
Insight Holdings Group, LLC
N/A—234,645-234,645-100%$112.1M———
TCW Group Inc
N/A—232,711-232,711-100%$111.1M———
Main Street Research LLC
N/A—228,429-228,429-100%$109.1M———
Cable Car Capital, LPA
N/A—227,600-227,600-100%$108.7M———
HughesLittle Investment Management Ltd.
N/A—227,114-227,114-100%$108.5M———
Trajan Wealth LLC
N/A—226,936-226,936-100%$108.4M———
Light Street Capital Management, LLC
N/A—225,949-225,949-100%$107.9M———
Quadrature Capital Ltd
N/A—222,645-222,645-100%$106.3M———
Contrarius Group Holdings Ltd
N/A—221,093-221,093-100%$105.6M———
Nordea Investment Management AB
N/A—216,210-216,210-100%$100.7M———
LMR Partners LLP
N/A—214,827-214,827-100%$102.6M———
Senator Investment Group LP
N/A—210,658-210,658-100%$100.6M———
Headwater Capital Co Ltd
N/A—210,000-210,000-100%$100.3M———
Triodos Investment Management BV
N/A—207,153-207,153-100%$98.9M———
Erste Asset Management GmbH
N/A—206,836-206,836-100%$94.0M———
Mercer Global Advisors Inc
N/A—205,659-205,659-100%$98.2M———
Rdst Capital LLC
N/A—203,998-203,998-100%$97.4M———
Trybe Capital Management LP
N/A—202,276-202,276-100%$96.6M———
Pathstone Holdings, LLC
N/A—201,439-201,439-100%$96.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—200,306-200,306-100%$95.7M———
M37 Management LP
N/A—200,000-200,000-100%$95.5M———
Apollo Management Holdings, L.P.
N/A—200,000-200,000-100%$95.5M———
Mark Asset Management LP
N/A—199,480-199,480-100%$95.3M———
Thomasville National Bank
N/A—198,967-198,967-100%$95.0M———
Iconiq Capital, LLC
N/A—198,846-198,846-100%$95.0M———
Group One Trading LLC
N/A—193,229-193,229-100%$92.3M———
BNP Paribas
N/A—192,576-192,576-100%$91.7M———
Coalescence Partners Investment Management, LP
N/A—191,834-191,834-100%$91.6M———
Blair William & Co
N/A—191,662-191,662-100%$91.5M———
Joho Capital LLC
N/A—190,100-190,100-100%$90.8M———
NWI Management LP
N/A—189,000-189,000-100%$90.3M———
Douglass Winthrop Advisors, LLC
N/A—186,555-186,555-100%$89.1M———
Wilkinson Global Asset Management LLC
N/A—185,771-185,771-100%$88.7M———
Crow's Nest Holdings LP
N/A—185,000-185,000-100%$88.4M———
Focus Partners Wealth
N/A—181,238-181,238-100%$86.6M———
Advisors Capital Management, LLC
N/A—181,038-181,038-100%$86.5M———
Danica Pension, Livsforsikringsaktieselskab
N/A—180,510-180,510-100%$86.2M———
Cullen Capital Management, LLC
N/A—179,777-179,777-100%$85.9M———
Kensico Capital Management Corp
N/A—179,500-179,500-100%$85.7M———
Newbrook Capital Advisors LP
N/A—175,717-175,717-100%$83.9M———
Infinitum Asset Management, LLC
N/A—175,000-175,000-100%$83.6M———
Storebrand Asset Management AS
N/A—172,009-172,009-100%$82.1M———
Brandes Investment Partners, LP
N/A—171,703-171,703-100%$82.0M———
Silvercrest Asset Management Group LLC
N/A—167,506-167,506-100%$80.0M———
Penserra Capital Management LLC
N/A—166,777-166,777-100%$79.6M———
Voloridge Investment Management, LLC
N/A—165,554-165,554-100%$79.1M———
Greenoaks LLC
N/A—165,000-165,000-100%$78.8M———
Night Owl Capital Management, LLC
N/A—163,108-163,108-100%$77.9M———
Defiance ETFs, LLC
N/A—162,723-162,723-100%$72.3M———
Capital Group Private Client Services, Inc.
N/A—162,723-162,723-100%$77.7M———
Capital International Sarl
N/A—162,372-162,372-100%$77.5M———
Albar Capital Partners LLP
N/A—161,576-161,576-100%$77.2M———
Dock Street Asset Management Inc
N/A—161,305-161,305-100%$77.0M———
Fifthdelta Ltd
N/A—159,486-159,486-100%$76.2M———
Vanguard Personalized Indexing Management, LLC
N/A—159,102-159,102-100%$76.0M———
Ramirez Asset Management, Inc.
N/A—158,462-158,462-100%$75.7M———
DSM Capital Partners LLC
N/A—158,437-158,437-100%$75.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—157,801-157,801-100%$75.4M———
Yong Rong (HK) Asset Management Ltd
N/A—155,000-155,000-100%$74.0M———
Varenne Capital Partners
N/A—153,341-153,341-100%$73.2M———
Trillium Asset Management, LLC
N/A—152,499-152,499-100%$72.8M———
Capital Wealth Planning, LLC
N/A—152,155-152,155-100%$72.7M———
&partners
N/A—151,689-151,689-100%$72.7M———
Marathon Trading Investment Management LLC
N/A—150,337-150,337-100%$71.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—146,102-146,102-100%$69.9M———
Teachers Retirement System of the State of Kentucky
N/A—143,900-143,900-100%$68.7M———
Kadensa Capital Ltd
N/A—142,610-142,610-100%$68.1M———
Generation Investment Management LLP
N/A—141,665-141,665-100%$67.7M———
Long Walk Management LP
N/A—141,250-141,250-100%$67.5M———
Verition Fund Management LLC
N/A—140,750-140,750-100%$67.2M———
Soma Equity Partners LP
N/A—139,789-139,789-100%$66.8M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—138,845-138,845-100%$66.3M———
Schonfeld Strategic Advisors LLC
N/A—137,495-137,495-100%$65.7M———
Choate Investment Advisors
N/A—135,313-135,313-100%$64.6M———
Charles-Lim Capital Ltd
N/A—135,000-135,000-100%$64.5M———
SIG Brokerage, LP
N/A—130,109-130,109-100%$62.1M———
Caprock Group, LLC
N/A—129,333-129,333-100%$61.9M———
Marcho Partners LLP
N/A—128,571-128,571-100%$61.4M———
Petrus Trust Company, LTA
N/A—127,744-127,744-100%$61.0M———
Bradley Foster & Sargent Inc
N/A—127,038-127,038-100%$60.7M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—126,214-126,214-100%$60.3M———
Horiko Capital Management LLC
N/A—123,753-123,753-100%$58.4M———
Summit Partners Public Asset Management, LLC
N/A—123,250-123,250-100%$58.9M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—123,170-123,170-100%$11.8M———
QRG Capital Management, Inc.
N/A—123,108-123,108-100%$58.8M———
Wedbush Fund Advisers, LLC
N/A—122,162-122,162-100%$58.3M———
Promethos Capital, LLC
N/A—121,772-121,772-100%$58.2M———
Two Sigma Investments, LP
N/A—120,904-120,904-100%$57.7M———
Orion Porfolio Solutions, LLC
N/A—120,626-120,626-100%$57.6M———
GW&K Investment Management, LLC
N/A—120,619-120,619-100%$57.6M———
Integrated Quantitative Investments LLC
N/A—119,832-119,832-100%$57.2M———
AQR Capital Management LLC
N/A—117,809-117,809-100%$54.7M———
United Capital Financial Advisors, LLC
N/A—116,091-116,091-100%$55.4M———
University of Illinois Foundation
N/A—116,018-116,018-100%$55.5M———
Snowden Capital Advisors LLC
N/A—114,859-114,859-100%$55.0M———
Cantillon Capital Management LLC
N/A—114,820-114,820-100%$54.8M———
IQ EQ Fund Management (Ireland) Ltd
N/A—114,742-114,742-100%$54.8M———
Naviter Wealth, LLC
N/A—113,327-113,327-100%$54.2M———
Ardmore Road Asset Management LP
N/A—112,800-112,800-100%$53.9M———
Callan Family Office, LLC
N/A—112,327-112,327-100%$53.6M———
Steward Partners Investment Advisory, LLC
N/A—112,035-112,035-100%$53.5M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—111,924-111,924-100%$53.6M———
Aureus Asset Management, LLC
N/A—111,481-111,481-100%$53.2M———
English Capital Management LLC
N/A—111,407-111,407-100%$8.5M———
Dream Peak Capital Ltd
N/A—111,059-111,059-100%$53.0M———
Capstone Investment Advisors, LLC
N/A—110,383-110,383-100%$52.7M———
ABN Amro Bank N.V.
N/A—108,917-108,917-100%$52.0M———
Harvest Fund Management Co., Ltd
N/A—108,476-108,476-100%$51.7M———
Kemnay Advisory Services Inc.
N/A—108,077-108,077-100%$51.6M———
Parkwood LLC
N/A—107,889-107,889-100%$51.5M———
Bornite Capital Management LP
N/A—106,940-106,940-100%$51.1M———
Nissay Asset Management Corp N
N/A—106,646-106,646-100%$50.9M———
Private Advisor Group, LLC
N/A—106,381-106,381-100%$50.8M———
DF Dent & Co Inc
N/A—106,282-106,282-100%$50.8M———
Wedgewood Partners Inc
N/A—105,499-105,499-100%$50.4M———
Edmond de Rothschild Holding S.A.
N/A—105,451-105,451-100%$50.4M———
Sirios Capital Management L P
N/A—105,244-105,244-100%$50.3M———
Lone Pine Capital LLC
N/A—101,242-101,242-100%$48.4M———
Flputnam Investment Management Co
N/A—101,087-101,087-100%$48.3M———
Scopus Asset Management, L.P.
N/A—101,000-101,000-100%$48.2M———
Telemark Asset Management, LLC
N/A—100,000-100,000-100%$47.8M———
Torno Capital, LLC
N/A—100,000-100,000-100%$47.8M———
Dnca Finance
N/A—99,660-99,660-100%$47.6M———
Moore Capital Management, LP
N/A—99,587-99,587-100%$47.6M———
Clear Street Group Inc.
N/A—99,065-99,065-100%$47.7M———
Matthew 25 Management Corp
N/A—99,000-99,000-100%$47.3M———
Thoroughbred Financial Services, LLC
N/A—98,182-98,182-100%$46.9M———
First Long Island Investors, LLC
N/A—98,125-98,125-100%$46.9M———
NewEdge Wealth, LLC
N/A—96,452-96,452-100%$46.1M———
Steadfast Capital Management LP
N/A—94,517-94,517-100%$45.1M———
Manchester Global Management (UK) Ltd
N/A—94,275-94,275-100%$45.0M———
Vanguard Capital Management LLC
N/A—93,806-93,806-100%$44.8M———
Fairfax Financial Holdings LTD/ CAN
N/A—93,700-93,700-100%$44.7M———
Teacher Retirement System of Texas
N/A—93,243-93,243-100%$44.5M———
Picton Mahoney Asset Management
N/A—92,038-92,038-100%$44.0M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—90,932-90,932-100%$43.4M———
Titan Investment Solutions Ltd
N/A—90,448-90,448-100%$43.2M———
SOA Wealth Advisors, Llc.
N/A—90,370-90,370-100%$1.0M———
Advisory Services Network, LLC
N/A—90,309-90,309-100%$43.1M———
Sora Investors LLC
N/A—90,051-90,051-100%$43.0M———
Guardian Point Capital, LP
N/A—90,000-90,000-100%$43.0M———
Trexquant Investment LP
N/A—88,463-88,463-100%$42.2M———
Monolith Management Ltd
N/A—88,450-88,450-100%$42.2M———
Tiaa Wealth Investment Management LLC
N/A—88,008-88,008-100%$42.0M———
RWA Wealth Partners, LLC
N/A—87,303-87,303-100%$41.7M———
Marex Group Ltd
N/A—86,109-86,109-100%$41.1M———
Advisory Research Inc
N/A—84,453-84,453-100%$40.3M———
Holocene Advisors, LP
N/A—83,285-83,285-100%$39.8M———
Hantz Financial Services, Inc.
N/A—83,195-83,195-100%$39.7M———
Greenwoods Asset Management Hong Kong Ltd.
N/A—83,052-83,052-100%$39.7M———
Atlantic Union Bankshares Corp
N/A—82,727-82,727-100%$39.5M———
Hcep Management Ltd
N/A—81,800-81,800-100%$39.1M———
Glenmede Trust Co NA
N/A—81,493-81,493-100%$38.9M———
MAR Vista Investment Partners LLC
N/A—80,628-80,628-100%$38.5M———
Modern Wealth Management, LLC
N/A—80,462-80,462-100%$38.4M———
Groupama Asset Managment
N/A—80,383-80,383-100%$37.3M———
Northwest & Ethical Investments L.P.
N/A—80,128-80,128-100%$38.2M———
Bleakley Financial Group, LLC
N/A—79,068-79,068-100%$37.8M———
Cresset Asset Management, LLC
N/A—78,522-78,522-100%$37.6M———
Soros Capital Management LLC
N/A—78,430-78,430-100%$37.5M———
IEQ Capital, LLC
N/A—78,148-78,148-100%$37.3M———
Berkshire Capital Holdings Inc
N/A—77,910-77,910-100%$37.2M———
Benchstone Capital Management LP
N/A—77,162-77,162-100%$36.9M———
Thames Capital Management LLC
N/A—77,008-77,008-100%$36.8M———
Beacon Pointe Advisors, LLC
N/A—76,412-76,412-100%$36.5M———
Gavilan Investment Partners LLC
N/A—76,000-76,000-100%$36.3M———
Roundview Capital LLC
N/A—75,890-75,890-100%$36.2M———
Fukoku Mutual Life Insurance Co
N/A—75,769-75,769-100%$36.2M———
OneDigital Investment Advisors LLC
N/A—73,055-73,055-100%$34.9M———
Vanguard Portfolio Management LLC
N/A—72,859-72,859-100%$34.8M———
Principal Securities, Inc.
N/A—72,621-72,621-100%$34.7M———
7G Capital Management, LLC
N/A—72,500-72,500-100%$34.6M———
Vestmark Advisory Solutions, Inc.
N/A—72,221-72,221-100%$34.5M———
Untitled Investments LP
N/A—71,955-71,955-100%$34.4M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—71,023-71,023-100%$33.9M———
Cozad Asset Management Inc
N/A—70,786-70,786-100%$33.8M———
Global Retirement Partners, LLC
N/A—70,677-70,677-100%$33.8M———
Insigneo Advisory Services, LLC
N/A—70,050-70,050-100%$33.5M———
Rivermont Capital Management LP
N/A—69,725-69,725-100%$33.3M———
Earnest Partners LLC
N/A—69,554-69,554-100%$33.2M———
Grafton Street Partners Management Company, LLC
N/A—68,899-68,899-100%$32.9M———
Lynwood Price Capital Management LP
N/A—68,500-68,500-100%$32.7M———
Columbus Hill Capital Management, L.P.
N/A—68,039-68,039-100%$32.5M———
Commerce Bank
N/A—67,679-67,679-100%$32.3M———
Elo Mutual Pension Insurance Co
N/A—67,154-67,154-100%$32.1M———
Howard Hughes Medical Institute
N/A—66,773-66,773-100%$31.9M———
Hotchkis & Wiley Capital Management LLC
N/A—66,353-66,353-100%$31.7M———
Ironvine Capital Partners, LLC
N/A—66,236-66,236-100%$31.6M———
Segall Bryant & Hamill, LLC
N/A—66,025-66,025-100%$31.5M———
Sequoia Financial Advisors, LLC
N/A—65,597-65,597-100%$31.3M———
BTG Pactual Asset Management US LLC
N/A—65,578-65,578-100%$31.3M———
NS Partners Ltd
N/A—64,637-64,637-100%$30.9M———
Ketron Financial
N/A—63,766-63,766-100%$30.5M———
Ensign Peak Advisors, Inc
N/A—63,692-63,692-100%$30.4M———
Polymer Capital Management (HK) LTD
N/A—62,849-62,849-100%$30.0M———
World Investment Advisors
N/A—62,505-62,505-100%$22.1M———
Empirical Finance, LLC
N/A—62,160-62,160-100%$29.7M———
Gilder Gagnon Howe & Co LLC
N/A—61,658-61,658-100%$29.4M———
AMS Capital Ltda
N/A—61,210-61,210-100%$29.2M———
Stephens Inc
N/A—60,937-60,937-100%$29.4M———
CastleKnight Management LP
N/A—59,700-59,700-100%$28.5M———
Texas Yale Capital Corp.
N/A—59,563-59,563-100%$28.4M———
NorthCoast Asset Management LLC
N/A—59,520-59,520-100%$28.4M———
Arax Advisory Partners
N/A—59,468-59,468-100%$28.4M———
BFC Planning, Inc.
N/A—59,274-59,274-100%$28.3M———
Atmos Capital Gestao de Recursos Ltda.
N/A—59,225-59,225-100%$28.3M———
Triavera Capital LLC
N/A—57,996-57,996-100%$27.7M———
H Squared Management LP
N/A—57,819-57,819-100%$27.6M———
First Manhattan Co. Llc.
N/A—56,887-56,887-100%$27.2M———
L1 Capital International Pty Ltd
N/A—56,650-56,650-100%$27.1M———
Acadian Asset Management LLC
N/A—55,975-55,975-100%$26.7M———
11 Capital Partners LP
N/A—55,831-55,831-100%$26.7M———
Maplelane Capital, LLC
N/A—55,700-55,700-100%$26.6M———
ARP Global Capital Ltd
N/A—55,532-55,532-100%$26.5M———
WCG Wealth Advisors LLC
N/A—55,169-55,169-100%$26.3M———
Pelham Capital Ltd.
N/A—54,000-54,000-100%$25.8M———
Timber Creek Capital Management LLC
N/A—53,734-53,734-100%$25.7M———
No Street GP LP
N/A—53,691-53,691-100%$25.6M———
HM Payson & Co
N/A—53,472-53,472-100%$25.5M———
CAT Rock Capital Management LP
N/A—52,976-52,976-100%$25.3M———
Benjamin Edwards Inc
N/A—52,870-52,870-100%$25.3M———
Nicola Wealth Management Ltd.
N/A—52,000-52,000-100%$24.8M———
Fact Capital, LP
N/A—51,891-51,891-100%$24.8M———
Bragg Financial Advisors, Inc
N/A—51,236-51,236-100%$24.5M———
New Vernon Capital Holdings II LLC
N/A—51,186-51,186-100%$24.4M———
Great Valley Advisor Group, Inc.
N/A—50,568-50,568-100%$24.1M———
Argent Trust Co
N/A—50,431-50,431-100%$24.1M———
RNC Capital Management LLC
N/A—50,379-50,379-100%$24.1M———
Alight Capital Management LP
N/A—50,000-50,000-100%$23.9M———
DeepCurrents Investment Group LLC
N/A—50,000-50,000-100%$23.9M———
Equitable Holdings, Inc.
N/A—49,735-49,735-100%$23.8M———
Berkley W R Corp
N/A—49,700-49,700-100%$23.7M———
Summit Financial, LLC
N/A—49,353-49,353-100%$23.6M———
Callahan Advisors, LLC
N/A—49,233-49,233-100%$23.5M———
Alphadyne Asset Management LP
N/A—48,719-48,719-100%$23.3M———
SCS Capital Management LLC
N/A—48,685-48,685-100%$23.3M———
Engineers Gate Manager LP
N/A—48,346-48,346-100%$23.1M———
Aperture Investors, LLC
N/A—48,314-48,314-100%$23.1M———
RiverFront Investment Group, LLC
N/A—48,237-48,237-100%$23.0M———
Fernbridge Capital Management LP
N/A—47,847-47,847-100%$22.9M———
Azimuth Capital Investment Management LLC
N/A—47,818-47,818-100%$22.8M———
Cumberland Partners Ltd
N/A—47,543-47,543-100%$22.7M———
MY.Alpha Management HK Advisors Ltd
N/A—47,160-47,160-100%$22.5M———
Warther Private Wealth, LLC
N/A—47,110-47,110-100%$22.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—47,007-47,007-100%$22.4M———
Westwood Holdings Group Inc
N/A—46,224-46,224-100%$22.1M———
EP Wealth Advisors, LLC
N/A—45,941-45,941-100%$21.9M———
Bluespring Wealth Management, LLC
N/A—45,797-45,797-100%$21.9M———
Ballentine Partners, LLC
N/A—45,094-45,094-100%$21.5M———
Southeast Asset Advisors, LLC
N/A—45,010-45,010-100%$21.5M———
Kingdon Capital Management, L.L.C.
N/A—45,000-45,000-100%$21.5M———
Ravenswood Partners LP
N/A—44,966-44,966-100%$21.5M———
Nicholas Investment Partners, LP
N/A—44,929-44,929-100%$21.5M———
Siren, L.L.C.
N/A—44,700-44,700-100%$21.3M———
One Capital Management, LLC
N/A—44,598-44,598-100%$15.1M———
Unisphere Establishment
N/A—44,500-44,500-100%$21.3M———
Mmbg Investment Advisors Co.
N/A—43,990-43,990-100%$21.0M———
Arkadios Wealth Advisors
N/A—43,938-43,938-100%$21.0M———
M. Kulyk & Associates, LLC
N/A—43,744-43,744-100%$20.9M———
MayTech Global Investments, LLC
N/A—43,547-43,547-100%$20.8M———
Armistice Capital, LLC
N/A—43,492-43,492-100%$20.8M———
Melqart Asset Management (UK) Ltd
N/A—42,903-42,903-100%$20.5M———
JTC Employer Solutions Trustee Ltd
N/A—42,368-42,368-100%$20.2M———
Pinnacle Financial Partners, Inc.
N/A—41,876-41,876-100%$20.0M———
FourThought Financial Partners, LLC
N/A—41,856-41,856-100%$20.0M———
Explore Capital Management, LLC
N/A—41,532-41,532-100%$19.8M———
Nutshell Asset Management Ltd
N/A—41,440-41,440-100%$19.8M———
Palestra Capital Management LLC
N/A—41,307-41,307-100%$19.7M———
Castleark Management LLC
N/A—41,210-41,210-100%$19.7M———
Stratos Wealth Partners, Ltd.
N/A—41,117-41,117-100%$19.6M———
Aptus Capital Advisors, LLC
N/A—40,959-40,959-100%$19.6M———
Hamilton Wealth, LLC
N/A—40,789-40,789-100%$19.5M———
Integrated Wealth Concepts LLC
N/A—39,811-39,811-100%$19.0M———
Spinnaker Trust
N/A—39,396-39,396-100%$18.8M———
Fortis Capital Management LLC
N/A—39,358-39,358-100%$18.8M———
Hodges Capital Management Inc.
N/A—38,958-38,958-100%$18.6M———
Advisors Asset Management, Inc.
N/A—38,162-38,162-100%$18.2M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—38,127-38,127-100%$18.2M———
MidFirst Bank
N/A—38,040-38,040-100%$18.2M———
Qtron Investments LLC
N/A—37,927-37,927-100%$18.1M———
Independent Advisor Alliance
N/A—37,890-37,890-100%$18.1M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—37,652-37,652-100%$18.0M———
Ingalls & Snyder LLC
N/A—37,551-37,551-100%$17.9M———
Saraza Management, LP
N/A—37,450-37,450-100%$17.9M———
Eventide Asset Management, LLC
N/A—37,413-37,413-100%$17.5M———
Bank of Nova Scotia
N/A—37,047-37,047-100%$17.7M———
Wahed Invest LLC
N/A—37,013-37,013-100%$17.7M———
Governors Lane LP
N/A—36,869-36,869-100%$17.6M———
California First Leasing Corp
N/A—36,550-36,550-100%$17.5M———
Foundations Investment Advisors, LLC
N/A—36,193-36,193-100%$17.3M———
Cadian Capital Management, LP
N/A—35,900-35,900-100%$17.1M———
Colonial Trust Advisors
N/A—35,864-35,864-100%$17.1M———
Employees Retirement System of Texas
N/A—35,250-35,250-100%$16.8M———
KP Management LLC
N/A—35,000-35,000-100%$16.7M———
Walleye Capital LLC
N/A—34,641-34,641-100%$16.5M———
Bridgewater Associates, LP
N/A—34,525-34,525-100%$16.5M———
PCM Encore, LLC
N/A—34,343-34,343-100%$16.4M———
Renaissance Group LLC
N/A—34,167-34,167-100%$16.3M———
RPg Family Wealth Advisory, LLC
N/A—33,592-33,592-100%$16.0M———
Cloverfields Capital Group, LP
N/A—33,566-33,566-100%$16.0M———
Central Asset Investments & Management Holdings (HK) Ltd
N/A—33,513-33,513-100%$16.0M———
Kamunting Street Capital Management, L.P.
N/A—33,129-33,129-100%$15.8M———
Morningstar Investment Management LLC
N/A—32,832-32,832-100%$11.1M———
Totem Point Management, LLC
N/A—32,684-32,684-100%$15.6M———
Strategic Global Advisors, LLC
N/A—32,469-32,469-100%$15.5M———
Strategic Wealth Partners, Ltd.
N/A—32,263-32,263-100%$15.4M———
Altrafin AG
N/A—32,088-32,088-100%$15.3M———
Cantor Fitzgerald, L. P.
N/A—31,962-31,962-100%$15.3M———
Frec Markets, Inc.
N/A—31,760-31,760-100%$15.2M———
Delphi Financial Group, Inc.
N/A—31,569-31,569-100%$15.1M———
Boothbay Fund Management, LLC
N/A—31,485-31,485-100%$15.0M———
L & S Advisors Inc
N/A—31,300-31,300-100%$14.9M———
Jacobson & Schmitt Advisors, LLC
N/A—31,152-31,152-100%$14.9M———
Connors Investor Services Inc
N/A—31,095-31,095-100%$14.9M———
Banque Cantonale Vaudoise
N/A—30,995-30,995-100%$14.8M———
Bogart Wealth, LLC
N/A—30,840-30,840-100%$14.7M———
Capital Analysts, LLC
N/A—30,549-30,549-100%$14.6M———
Elwood Capital Partners LP
N/A—30,010-30,010-100%$14.3M———
Fremen Capital Management LP
N/A—29,716-29,716-100%$14.2M———
Militia Capital Management LLC
N/A—29,623-29,623-100%$14.1M———
Maniro Ltd
N/A—29,354-29,354-100%$14.0M———
SIH Partners, Lllp
N/A—29,242-29,242-100%$14.0M———
Envestnet Portfolio Solutions, Inc.
N/A—29,234-29,234-100%$14.0M———
Union Heritage Capital, LLC
N/A—29,100-29,100-100%$13.9M———
Bluegrass Capital Partners LP
N/A—29,000-29,000-100%$13.8M———
Allianz SE
N/A—28,945-28,945-100%$13.8M———
Charles Schwab Investment Management Inc
N/A—28,877-28,877-100%$13.8M———
GCM Grosvenor Holdings, LLC
N/A—28,796-28,796-100%$13.8M———
SPX Gestao de Recursos Ltda
N/A—28,621-28,621-100%$13.7M———
Norges Bank
N/A—28,610-28,610-100%$13.7M———
Western Wealth Management, LLC
N/A—28,580-28,580-100%$13.6M———
Storgate, LLC
N/A—28,428-28,428-100%$13.6M———
Donaldson Capital Management, LLC
N/A—28,373-28,373-100%$13.6M———
Hilton Capital Management, LLC
N/A—28,311-28,311-100%$13.5M———
Impax Asset Management Group plc
N/A—28,200-28,200-100%$13.5M———
Morse Asset Management, Inc
N/A—27,670-27,670-100%$13.2M———
Peapack Gladstone Financial Corp
N/A—27,578-27,578-100%$13.2M———
Lagoda Investment Management, L.P.
N/A—27,520-27,520-100%$13.1M———
Hyperion Capital Advisors LP
N/A—27,515-27,515-100%$13.1M———
Spirepoint Private Client, LLC
N/A—27,324-27,324-100%$13.0M———
Dorsey & Whitney Trust Co LLC
N/A—27,280-27,280-100%$13.0M———
Unison Asset Management LLC
N/A—27,179-27,179-100%$13.0M———
Okabena Investment Services Inc
N/A—27,092-27,092-100%$12.9M———
Oddo BHF Asset Management SAS
N/A—27,092-27,092-100%$12.9M———
KKM Financial LLC
N/A—26,896-26,896-100%$10.9M———
Nwam LLC
N/A—26,622-26,622-100%$12.7M———
Baader Bank Aktiengesellschaft
N/A—26,543-26,543-100%$12.7M———
Titan Wealth (CI) Ltd
N/A—26,170-26,170-100%$12.5M———
Broadleaf Partners, LLC
N/A—26,112-26,112-100%$12.5M———
Trustmark Bank Trust Department
N/A—26,048-26,048-100%$12.4M———
Hancock Whitney Corp
N/A—25,987-25,987-100%$12.4M———
Red Door Wealth Management, LLC
N/A—25,956-25,956-100%$12.4M———
Guggenheim Capital LLC
N/A—25,769-25,769-100%$12.3M———
Silicon Valley Capital Partners
N/A—25,677-25,677-100%$12.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—25,596-25,596-100%$12.2M———
Silver OAK Securities, Incorporated
N/A—25,418-25,418-100%$12.1M———
Venturi Wealth Management, LLC
N/A—25,402-25,402-100%$12.1M———
Wealthspire Advisors, LLC
N/A—25,390-25,390-100%$12.1M———
3G Capital Partners LP
N/A—25,000-25,000-100%$11.9M———
Seaview Investment Managers LLC
N/A—24,839-24,839-100%$11.9M———
Kultura Capital Management LP
N/A—24,790-24,790-100%$11.8M———
Ithaka Group LLC
N/A—24,785-24,785-100%$11.8M———
Rehmann Capital Advisory Group
N/A—24,704-24,704-100%$11.8M———
Ballast Advisors LLC
N/A—24,376-24,376-100%$11.6M———
Opal Capital LLC
N/A—24,250-24,250-100%$11.6M———
Arete Wealth Advisors, LLC
N/A—24,238-24,238-100%$11.6M———
Buffalo Business & Estate Services LTD
N/A—24,224-24,224-100%$11.6M———
Amica Mutual Insurance Co
N/A—24,206-24,206-100%$11.6M———
Intercapital, LLC
N/A—24,200-24,200-100%$11.6M———
Front Row Advisors LLC
N/A—24,184-24,184-100%$10.2M———
Bayberry Capital Partners LP
N/A—24,000-24,000-100%$11.5M———
Focus Partners Advisor Solutions, LLC
N/A—23,724-23,724-100%$11.3M———
Hunter Perkins Capital Management, LLC
N/A—23,194-23,194-100%$11.1K———
Octahedron Capital Management L.P.
N/A—23,000-23,000-100%$11.0M———
Mutual Advisors, LLC
N/A—22,886-22,886-100%$10.9M———
Fairfield, Bush & Co.
N/A—22,705-22,705-100%$10.8M———
Family Manage LLC
N/A—22,612-22,612-100%$10.8M———
Point Break Capital Management, LLC
N/A—22,513-22,513-100%$10.8M———
Horizon Investments, LLC
N/A—22,392-22,392-100%$10.7M———
Bank OZK
N/A—22,159-22,159-100%$10.6M———
Prosperity Consulting Group, LLC
N/A—21,917-21,917-100%$10.5M———
Fairbanks Capital Management, Inc.
N/A—21,897-21,897-100%$10.5M———
GeoWealth Management, LLC
N/A—21,656-21,656-100%$10.3M———
Banco Santander, S.A.
N/A—21,482-21,482-100%$10.3M———
Emmett Investment Management, LP
N/A—21,415-21,415-100%$9.5M———
Pragma Gestao de Patrimonio LTD
N/A—21,300-21,300-100%$10.2M———
Harbour Investments, Inc.
N/A—21,139-21,139-100%$10.1M———
Prelude Capital Management, LLC
N/A—21,091-21,091-100%$10.1M———
Centaurus Financial, Inc.
N/A—21,054-21,054-100%$10.1M———
Carmignac Gestion
N/A—20,956-20,956-100%$10.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—20,811-20,811-100%$9.7M———
Stamos Capital Partners, L.P.
N/A—20,665-20,665-100%$9.9M———
Beck Capital Management, LLC
N/A—20,537-20,537-100%$9.8M———
ING Groep NV
N/A—20,455-20,455-100%$9.8M———
Positano Wealth Management Ltd
N/A—20,352-20,352-100%$9.7M———
Chilton Investment Co Inc.
N/A—20,326-20,326-100%$9.7M———
SIT Investment Associates Inc
N/A—20,267-20,267-100%$9.7M———
Intrinsic Value Partners, LLC
N/A—20,063-20,063-100%$9.6M———
Brown Brothers Harriman & Co
N/A—20,014-20,014-100%$9.6M———
New Age Alpha Advisors, LLC
N/A—20,000-20,000-100%$9.6M———
Weitz Investment Management, Inc.
N/A—20,000-20,000-100%$9.6M———
Blackhawk Capital Partners, LLC
N/A—19,862-19,862-100%$9.5M———
Coldstream Capital Management Inc
N/A—19,764-19,764-100%$9.4M———
Gabelli Funds LLC
N/A—19,760-19,760-100%$9.4M———
Kingsview Wealth Management, LLC
N/A—19,599-19,599-100%$9.4M———
Knollwood Investment Advisory, LLC
N/A—19,568-19,568-100%$9.3M———
Scholtz & Company, LLC
N/A—19,413-19,413-100%$9.3M———
Ameritas Advisory Services, LLC
N/A—19,398-19,398-100%$9.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—19,147-19,147-100%$9.1M———
RH Tailwind Management, LLC
N/A—19,000-19,000-100%$9.1M———
Icon Wealth Advisors, LLC
N/A—18,997-18,997-100%$9.1M———
Stelac Advisory Services LLC
N/A—18,654-18,654-100%$8.9M———
American Trust
N/A—18,550-18,550-100%$8.9M———
Wealth Alliance, LLC
N/A—18,459-18,459-100%$8.8M———
Bridgewater Advisors Inc.
N/A—18,352-18,352-100%$7.5M———
Rokos Capital Management LLP
N/A—18,341-18,341-100%$8.7M———
Northwest Bancshares, Inc.
N/A—18,233-18,233-100%$8.7M———
Parus Finance (UK) Ltd
N/A—18,111-18,111-100%$8.6M———
SSA Swiss Advisors AG
N/A—18,004-18,004-100%$8.6M———
B & T Capital Management DBA Alpha Capital Management
N/A—17,865-17,865-100%$8.5M———
Ariel Investments, LLC
N/A—17,838-17,838-100%$8.5M———
Ai-Squared Management Ltd
N/A—17,800-17,800-100%$8.5M———
Brilliance Asset Management LTD
N/A—17,771-17,771-100%$8.5M———
Madison Asset Management, LLC
N/A—17,721-17,721-100%$8.5M———
Alaethes Wealth, LLC
N/A—17,656-17,656-100%$8.4M———
New Insight Wealth Advisors
N/A—17,624-17,624-100%$8.4M———
Christine Messmer PC
N/A—17,532-17,532-100%$8.4M———
Tenzing Global Management, LLC
N/A—17,500-17,500-100%$8.4M———
Brevan Howard Capital Management LP
N/A—17,350-17,350-100%$8.3M———
Geneos Wealth Management Inc.
N/A—17,243-17,243-100%$8.2M———
Kovack Advisors, Inc.
N/A—16,976-16,976-100%$7.8M———
Hudson Portfolio Management LLC
N/A—16,894-16,894-100%$8.1M———
Benchmark Investment Advisors LLC
N/A—16,839-16,839-100%$8.0M———
Baldwin Investment Management, LLC
N/A—16,395-16,395-100%$7.8M———
Wealthfront Advisers LLC
N/A—16,384-16,384-100%$7.8M———
Financial Gravity Companies, Inc.
N/A—16,177-16,177-100%$7.7M———
Grace & Mercy Foundation, Inc.
N/A—16,000-16,000-100%$7.6M———
London Co of Virginia
N/A—15,989-15,989-100%$7.6M———
Incline Global Management LLC
N/A—15,987-15,987-100%$7.6M———
Cascade Financial Partners, LLC
N/A—15,963-15,963-100%$7.6M———
Jensen Investment Management Inc
N/A—15,884-15,884-100%$7.6M———
Belpointe Asset Management LLC
N/A—15,773-15,773-100%$7.5M———
Icon Advisers Inc
N/A—15,700-15,700-100%$7.5M———
Hhlr Advisors, Ltd.
N/A—15,510-15,510-100%$7.4M———
Provident Co of the Employees of the Hebrew University LTD
N/A—15,445-15,445-100%$7.4M———
Jupiter Wealth Management LLC
N/A—15,422-15,422-100%$7.4M———
Northstar Asset Management Inc
N/A—15,379-15,379-100%$7.3M———
Colonial Trust Co / SC
N/A—15,378-15,378-100%$7.3M———
JT Stratford LLC
N/A—15,333-15,333-100%$7.3M———
West Family Investments, Inc.
N/A—15,323-15,323-100%$7.3M———
Kirtland Hills Capital Management, LLC
N/A—15,289-15,289-100%$7.3M———
Canal Capital Management, LLC
N/A—15,231-15,231-100%$7.3M———
Saranac Partners Ltd
N/A—15,133-15,133-100%$7.2M———
Biglari, SardarA
N/A—15,111-15,111-100%$7.2M———
Intesa Sanpaolo S.p.A.
N/A—15,053-15,053-100%$7.2M———
Westpac Banking Corp
N/A—15,013-15,013-100%$7.2M———
Stratos Wealth Advisors, LLC
N/A—14,964-14,964-100%$7.1M———
AE Wealth Management LLC
N/A—14,851-14,851-100%$7.1M———
Stonebridge Financial Group, LLC
N/A—14,739-14,739-100%$7.1M———
Steamboat Capital Partners, LLC
N/A—14,640-14,640-100%$7.0M———
Glassy Mountain Advisors, Inc.
N/A—14,632-14,632-100%$7.0M———
PFG Investments, LLC
N/A—14,620-14,620-100%$7.0M———
Stonebridge Capital Management Inc
N/A—14,615-14,615-100%$7.0M———
AR Asset Management Inc
N/A—14,511-14,511-100%$6.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,332-14,332-100%$6.8M———
Fiduciary Trust Co
N/A—14,251-14,251-100%$6.8M———
Fairtree Asset Management (Pty) Ltd
N/A—14,005-14,005-100%$6.7M———
RiverPark Advisors, LLC
N/A—13,955-13,955-100%$6.7M———
Cape COD Five Cents Savings Bank
N/A—13,946-13,946-100%$6.7M———
American Money Management, LLC
N/A—13,821-13,821-100%$6.6M———
Marietta Investment Partners LLC
N/A—13,764-13,764-100%$6.6M———
Stevens Capital Management LP
N/A—13,729-13,729-100%$6.6M———
Dover Advisors, LLC
N/A—13,663-13,663-100%$4.2M———
Commerzbank Aktiengesellschaft
N/A—13,605-13,605-100%$6.5M———
Ausdal Financial Partners, Inc.
N/A—13,228-13,228-100%$6.3M———
Connective Capital Management, LLC
N/A—13,191-13,191-100%$6.3M———
Sassicaia Capital Advisers LLC
N/A—13,180-13,180-100%$6.3M———
Ninepoint Partners LP
N/A—13,078-13,078-100%$6.2M———
Fortress Private Ledger, LLC
N/A—13,000-13,000-100%$6.2M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—12,948-12,948-100%$6.2M———
Rothschild Investment LLC
N/A—12,703-12,703-100%$6.1M———
K.J. Harrison & Partners Inc
N/A—12,584-12,584-100%$6.0M———
Anson Funds Management LPA
N/A—12,500-12,500-100%$6.0M———
Mirabaud Asset Management Ltd
N/A—12,291-12,291-100%$5.6M———
Matters Capital LLC
N/A—12,275-12,275-100%$5.9M———
Vickerman Investment Advisors, Inc.
N/A—12,259-12,259-100%$5.9M———
Tenere Capital LLC
N/A—12,248-12,248-100%$5.8M———
CreativeOne Wealth, LLC
N/A—12,038-12,038-100%$5.7M———
Cary Street Partners Financial LLC
N/A—11,972-11,972-100%$5.7M———
Intrust Bank NA
N/A—11,888-11,888-100%$5.7M———
Omers Administration Corp
N/A—11,800-11,800-100%$5.6M———
SBI Okasan Asset Management Co.Ltd.
N/A—11,728-11,728-100%$5.3M———
Meiji Yasuda Asset Management Co Ltd.
N/A—11,671-11,671-100%$5.6M———
Marshall Investment Management, LLC
N/A—11,665-11,665-100%$5.6M———
Figure 8 Investment Strategies LLC
N/A—11,655-11,655-100%$5.6M———
Brentview Investment Management LLC
N/A—11,602-11,602-100%$5.5M———
IFG Advisory, LLC
N/A—11,469-11,469-100%$5.5M———
CacheTech Inc.
N/A—11,391-11,391-100%$5.4M———
Anchor Investment Management, LLC
N/A—11,377-11,377-100%$5.4M———
Partners Capital Investment Group, LLP
N/A—11,369-11,369-100%$5.4M———
South Dakota Investment Council
N/A—11,367-11,367-100%$5.4M———
Navellier & Associates Inc
N/A—11,364-11,364-100%$5.4M———
CTC LLC
N/A—11,318-11,318-100%$5.4M———
CapitalatWork S.A.
N/A—11,315-11,315-100%$5.4M———
Whitford Management LLC
N/A—11,193-11,193-100%$5.3M———
Regal Investment Advisors LLC
N/A—11,182-11,182-100%$5.3M———
Boston Family Office LLC
N/A—11,156-11,156-100%$5.3M———
TB Capital Gestao de Recursos Ltda.
N/A—11,138-11,138-100%$5.3M———
Barrier Capital Management, LLC
N/A—11,094-11,094-100%$5.3M———
Composition Wealth, LLC
N/A—11,058-11,058-100%$5.3M———
Edentree Asset Management Ltd
N/A—11,003-11,003-100%$5.2M———
Balance Capital Partners L.P.
N/A—11,000-11,000-100%$5.3M———
Pine Valley Investments Ltd Liability Co
N/A—10,952-10,952-100%$5.2M———
NorthRock Partners, LLC
N/A—10,777-10,777-100%$5.1M———
Savvy Advisors, Inc.
N/A—10,744-10,744-100%$5.1M———
Marvin & Palmer Associates Inc
N/A—10,636-10,636-100%$5.1M———
Advyzon Investment Management, LLC
N/A—10,569-10,569-100%$5.0M———
Campbell & Co Investment Adviser LLC
N/A—10,446-10,446-100%$5.0M———
Daiichi Life Insurance Co., Ltd.
N/A—10,417-10,417-100%$5.0M———
IHT Wealth Management, LLC
N/A—10,384-10,384-100%$5.0M———
Independent Family Office, LLC
N/A—10,366-10,366-100%$5.0M———
Tower Research Capital LLC (TRC)
N/A—10,307-10,307-100%$4.9M———
Cladis Investment Advisory, LLC
N/A—10,300-10,300-100%$4.9M———
Connable Office Inc
N/A—10,263-10,263-100%$4.9M———
Gardner Lewis Asset Management L P
N/A—10,232-10,232-100%$4.9M———
Sharpepoint LLC
N/A—10,197-10,197-100%$4.9M———
Bank of Hawaii
N/A—10,117-10,117-100%$4.8M———
Checchi Capital Advisers, LLC
N/A—10,109-10,109-100%$4.8M———
Cvfg LLC
N/A—10,109-10,109-100%$4.8M———
BSW Wealth Partners
N/A—10,045-10,045-100%$4.8M———
Perennial Investment Advisors, LLC
N/A—10,009-10,009-100%$4.8M———
ST Germain D J Co Inc
N/A—9,955-9,955-100%$4.8M———
Boston Partners
N/A—9,944-9,944-100%$4.7M———
Toronto Dominion Bank
N/A—9,913-9,913-100%$4.7M———
Old North State Trust, LLC
N/A—9,868-9,868-100%$4.7M———
Northstar Advisory Group, LLC
N/A—9,792-9,792-100%$4.7M———
Moneta Group Investment Advisors LLC
N/A—9,738-9,738-100%$4.7M———
One Wealth Advisors, LLC
N/A—9,734-9,734-100%$4.6M———
Hilltop Holdings Inc.
N/A—9,715-9,715-100%$4.6M———
Wisconsin Capital Management LLC
N/A—9,678-9,678-100%$4.6M———
Lighthouse Investment Partners, LLC
N/A—9,602-9,602-100%$4.6M———
Regency Capital Management Inc.\DE
N/A—9,599-9,599-100%$4.6M———
Legacy Capital Wealth Management, LLC
N/A—9,521-9,521-100%$4.5M———
Hirtle & Co., LLC
N/A—9,420-9,420-100%$4.5M———
Dockside LLC
N/A—9,329-9,329-100%$4.5M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—9,286-9,286-100%$4.4M———
Hood River Capital Management LLC
N/A—9,182-9,182-100%$4.4M———
Zacks Investment Management
N/A—9,146-9,146-100%$4.4M———
Permanens Capital L.P.
N/A—9,114-9,114-100%$4.4M———
Jump Financial, LLC
N/A—9,046-9,046-100%$4.3M———
Adams Wealth Management
N/A—8,999-8,999-100%$4.3M———
Bank of the Bluegrass & Trust Co.
N/A—8,996-8,996-100%$4.1M———
Gateway Wealth Partners, LLC
N/A—8,970-8,970-100%$4.3M———
Candelo Capital Management LP
N/A—8,966-8,966-100%$4.3M———
Voya Financial Advisors, Inc.
N/A—8,952-8,952-100%$4.1M———
Pinnbrook Capital Management LP
N/A—8,945-8,945-100%$4.3M———
Circle Wealth Management, LLC
N/A—8,895-8,895-100%$4.2M———
Essex Financial Services, Inc.
N/A—8,863-8,863-100%$4.2M———
OneAscent Family Office, LLC
N/A—8,783-8,783-100%$4.2M———
Walsky Investment Management, Inc.
N/A—8,640-8,640-100%$4.1M———
Stratos Investment Management, LLC
N/A—8,627-8,627-100%$4.1M———
Whitebark Investors LP
N/A—8,595-8,595-100%$4.1M———
Fosun International Ltd
N/A—8,582-8,582-100%$4.1M———
Basecamp Wealth Advisors LLC
N/A—8,569-8,569-100%$4.1M———
Dakota Wealth Management
N/A—8,500-8,500-100%$4.1M———
SageGuard Financial Group, LLC
N/A—8,493-8,493-100%$4.1M———
Alyeska Investment Group, L.P.
N/A—8,422-8,422-100%$4.0M———
Kera Capital Partners, Inc.
N/A—8,414-8,414-100%$4.0M———
Stock Yards Bank & Trust Co
N/A—8,382-8,382-100%$4.0M———
Van Hulzen Asset Management, LLC
N/A—8,380-8,380-100%$4.0M———
Keebeck Wealth Management
N/A—8,220-8,220-100%$3.9M———
Tocqueville Asset Management L.P.
N/A—8,214-8,214-100%$3.9M———
Bank of Nova Scotia Trust Co
N/A—8,178-8,178-100%$3.9M———
OneAscent Investment Solutions LLC
N/A—8,025-8,025-100%$3.8M———
Prudential PLC
N/A—8,009-8,009-100%$3.8M———
Keystone Financial Group
N/A—7,974-7,974-100%$3.8M———
Papamarkou Wellner Asset Management inc.
N/A—7,966-7,966-100%$2.7M———
Aigen Investment Management, LP
N/A—7,931-7,931-100%$3.8M———
Goldstream Capital Management Ltd
N/A—7,928-7,928-100%$3.8M———
CIM, LLC
N/A—7,880-7,880-100%$3.8M———
Evolve Private Wealth, LLC
N/A—7,880-7,880-100%$3.8M———
Fidelis Capital Partners, LLC
N/A—7,860-7,860-100%$3.8M———
Smithfield Trust Co
N/A—7,852-7,852-100%$3.6M———
Syon Capital LLC
N/A—7,811-7,811-100%$3.7M———
Clare Market Investments LLC
N/A—7,778-7,778-100%$3.7M———
Schrum Private Wealth Management LLC
N/A—7,744-7,744-100%$1.6M———
FLC Capital Advisors
N/A—7,709-7,709-100%$3.7M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—7,703-7,703-100%$3.7M———
Transcend Capital Advisors, LLC
N/A—7,661-7,661-100%$3.7M———
Twin Tree Management, LP
N/A—7,653-7,653-100%$3.7M———
Kintra Wealth, LLC
N/A—7,644-7,644-100%$3.3M———
Harvest Investment Services, LLC
N/A—7,565-7,565-100%$3.6M———
Gotham Asset Management, LLC
N/A—7,534-7,534-100%$3.6M———
Watershed Asset Management, L.L.C.
N/A—7,400-7,400-100%$3.5M———
Founders Financial Alliance, LLC
N/A—7,395-7,395-100%$3.5M———
Mainstay Capital Management LLC
N/A—7,386-7,386-100%$3.5M———
Gladstone Institutional Advisory LLC
N/A—7,291-7,291-100%$3.5M———
Greenwich Wealth Management LLC
N/A—7,229-7,229-100%$3.5M———
Crescent Park Management, L.P.
N/A—7,122-7,122-100%$3.3M———
Seeds Investor LLC
N/A—7,108-7,108-100%$3.4M———
Broderick Brian C
N/A—7,100-7,100-100%$3.4M———
Pure Financial Advisors, LLC
N/A—7,100-7,100-100%$3.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—7,080-7,080-100%$3.4M———
First Dallas Securities Inc.
N/A—7,079-7,079-100%$3.4M———
Cambria Investment Management, L.P.
N/A—7,067-7,067-100%$3.4M———
SWP Investment Management LLC
N/A—7,006-7,006-100%$3.3M———
GMT Capital Corp
N/A—7,000-7,000-100%$3.3M———
Caxton Associates LLP
N/A—6,940-6,940-100%$3.3M———
Expect Equity LLC
N/A—6,938-6,938-100%$3.3M———
Orleans Capital Management Corp
N/A—6,906-6,906-100%$3.3M———
Van Diest Capital, LLC
N/A—6,819-6,819-100%$3.3M———
Blackstone Inc.
N/A—6,771-6,771-100%$3.2M———
HighPoint Advisor Group LLC
N/A—6,760-6,760-100%$3.2M———
Denali Advisors LLC
N/A—6,736-6,736-100%$3.2M———
Range Advisory, LLC
N/A—6,723-6,723-100%$3.2M———
MWA Asset Management
N/A—6,682-6,682-100%$3.2M———
Vista Investment Management
N/A—6,669-6,669-100%$3.2M———
Freestone Capital Holdings, LLC
N/A—6,669-6,669-100%$3.2M———
Edgewood Management LLC
N/A—6,600-6,600-100%$3.2M———
Severin Investments, LLC
N/A—6,586-6,586-100%$3.1M———
Delta Investment Management, LLC
N/A—6,581-6,581-100%$3.1M———
Legacy Capital Group California, Inc.
N/A—6,552-6,552-100%$3.1M———
Clough Capital Partners L P
N/A—6,511-6,511-100%$3.1M———
GTS Securities LLC
N/A—6,495-6,495-100%$3.1M———
Symmetry Investments LP
N/A—6,412-6,412-100%$3.1M———
Fullerton Fund Management Co Ltd.
N/A—6,355-6,355-100%$3.0M———
Chevy Chase Trust Holdings, LLC
N/A—6,319-6,319-100%$3.0M———
Annandale Capital, LLC
N/A—6,319-6,319-100%$3.0M———
Pitcairn Wealth Advisors LLC
N/A—6,232-6,232-100%$3.0M———
Winton Group Ltd
N/A—6,160-6,160-100%$2.9M———
Heritage Wealth Advisors
N/A—6,156-6,156-100%$2.9M———
44 Wealth Management LLC
N/A—6,098-6,098-100%$2.9M———
Capital Advisors Inc
N/A—6,061-6,061-100%$2.9M———
Twin City Private Wealth, LLC
N/A—6,049-6,049-100%$2.9M———
Buckland Partners Management Co LLC
N/A—6,000-6,000-100%$2.9M———
Element Squared LLC
N/A—5,990-5,990-100%$2.9M———
Cary Street Partners Investment Advisory LLC
N/A—5,987-5,987-100%$2.9M———
Tradition Wealth Management, LLC
N/A—5,910-5,910-100%$2.8M———
Octavia Wealth Advisors, LLC
N/A—5,867-5,867-100%$2.8M———
Emissary Wealth LLC
N/A—5,864-5,864-100%$2.8M———
Smartleaf Asset Management LLC
N/A—5,821-5,821-100%$2.6M———
Trivant Custom Portfolio Group, LLC
N/A—5,778-5,778-100%$2.8M———
Dorsey Wright & Associates
N/A—5,773-5,773-100%$2.8M———
Xcelsior Advisor Partners LLC
N/A—5,731-5,731-100%$2.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—5,699-5,699-100%$2.7M———
VeraBank, N.A.
N/A—5,695-5,695-100%$2.7M———
Mayflower Financial Advisors, LLC
N/A—5,694-5,694-100%$2.7M———
Pacific Point Advisors, LLC
N/A—5,674-5,674-100%$2.7M———
Main Management ETF Advisors, LLC
N/A—5,656-5,656-100%$2.7M———
Havemeyer Place LP
N/A—5,609-5,609-100%$2.7M———
Hillman Capital Management, Inc.
N/A—5,608-5,608-100%$2.7M———
Sandler Capital Management
N/A—5,589-5,589-100%$2.7M———
Auxier Asset Management LLC
N/A—5,587-5,587-100%$2.7M———
Hobbs Group Advisors, LLC
N/A—5,563-5,563-100%$2.7M———
SaddleRock Capital Management LLC
N/A—5,520-5,520-100%$2.6M———
Beck Mack & Oliver LLC
N/A—5,485-5,485-100%$2.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,483-5,483-100%$2.6M———
Marshall Financial Group, LLC
N/A—5,466-5,466-100%$2.6M———
Centiva Capital, LP
N/A—5,437-5,437-100%$2.6M———
Crux Wealth Advisors
N/A—5,437-5,437-100%$2.6M———
Brookwood Investment Group LLC
N/A—5,351-5,351-100%$2.6M———
Per Stirling Capital Management, Llc.
N/A—5,348-5,348-100%$2.6M———
LOM Asset Management Ltd
N/A—5,343-5,343-100%$2.6M———
Eschler Asset Management LLP
N/A—5,305-5,305-100%$2.5M———
Sivia Capital Partners, LLC
N/A—5,290-5,290-100%$2.5M———
OneAscent Financial Services LLC
N/A—5,269-5,269-100%$2.5M———
Aspiring Ventures, LLC
N/A—5,254-5,254-100%$2.5M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—5,241-5,241-100%$2.5M———
Hartree Partners, LP
N/A—5,216-5,216-100%$2.5M———
Galaxy Digital Capital Management GP LLC
N/A—5,215-5,215-100%$2.5M———
Boreal Capital Management LLC
N/A—5,165-5,165-100%$2.5M———
Meiji Yasuda Life Insurance Co
N/A—5,043-5,043-100%$2.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,021-5,021-100%$2.4M———
Jackson Wealth Management, LLC
N/A—5,006-5,006-100%$2.4M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—5,000-5,000-100%$2.4M———
JMN Financial LLC
N/A—4,950-4,950-100%$2.4M———
PIN OAK Investment Advisors Inc
N/A—4,943-4,943-100%$2.4M———
Peloton Wealth Strategists
N/A—4,940-4,940-100%$2.4M———
Keystone Investors PTE LTD
N/A—4,929-4,929-100%$2.4M———
Vision Retirement, LLC
N/A—4,927-4,927-100%$2.4M———
First National Bank of Hutchinson
N/A—4,919-4,919-100%$2.3M———
Voleon Capital Management LP
N/A—4,914-4,914-100%$2.3M———
AlTi Global, Inc.
N/A—4,867-4,867-100%$2.3M———
Wellspring Financial Advisors, LLC
N/A—4,847-4,847-100%$2.3M———
Objectivity Squared, LLC
N/A—4,847-4,847-100%$2.3M———
Jaffetilchin Investment Partners, LLC
N/A—4,815-4,815-100%$2.3M———
Barometer Capital Management Inc.
N/A—4,790-4,790-100%$2.3M———
Sierra Capital LLC
N/A—4,764-4,764-100%$2.3M———
Shelton Capital Management
N/A—4,745-4,745-100%$2.3M———
Strategic Investment Advisors / MI
N/A—4,737-4,737-100%$2.3M———
Quantum Portfolio Management LLC
N/A—4,733-4,733-100%$2.3M———
AssuredPartners Investment Advisors, LLC
N/A—4,676-4,676-100%$2.2M———
Berger Financial Group, Inc
N/A—4,626-4,626-100%$2.2M———
Duncan Williams Asset Management, LLC
N/A—4,588-4,588-100%$2.2M———
New Republic Capital, LLC
N/A—4,561-4,561-100%$2.2M———
Whalerock Point Partners, LLC
N/A—4,553-4,553-100%$2.2M———
Monetary Management Group Inc
N/A—4,500-4,500-100%$2.1M———
Absolute Gestao de Investimentos Ltda.
N/A—4,500-4,500-100%$2.1M———
Stonebridge Capital Advisors LLC
N/A—4,463-4,463-100%$2.1M———
Drucker Wealth 3.0, LLC
N/A—4,458-4,458-100%$2.1M———
Fox Hill Wealth Management
N/A—4,434-4,434-100%$2.1M———
Greenland Capital Management LP
N/A—4,432-4,432-100%$2.1M———
Aviso Financial Inc.
N/A—4,411-4,411-100%$2.1M———
Wiser Advisor Group LLC
N/A—4,382-4,382-100%$2.1M———
Skandinaviska Enskilda Banken AB (publ)
N/A—4,356-4,356-100%$2.1M———
Drive Wealth Management, LLC
N/A—4,328-4,328-100%$2.1M———
Main Street Financial Solutions, LLC
N/A—4,314-4,314-100%$2.1M———
Petra Financial Advisors Inc
N/A—4,303-4,303-100%$2.1M———
Sphera Management Technology Funds Ltd
N/A—4,300-4,300-100%$2.1M———
Signet Private Wealth LLC
N/A—4,291-4,291-100%$2.0M———
Cornerstone Select Advisors, LLC
N/A—4,282-4,282-100%$2.0M———
Ancora Advisors LLCA
N/A—4,275-4,275-100%$2.0M———
Garden State Investment Advisory Services LLC
N/A—4,257-4,257-100%$2.0M———
Aspen Grove Capital, LLC
N/A—4,256-4,256-100%$2.0M———
Bartlett & Co. Wealth Management LLC
N/A—4,249-4,249-100%$2.0M———
George Kaiser Family Foundation
N/A—4,248-4,248-100%$2.0M———
Vanguard National Trust Co
N/A—4,246-4,246-100%$2.0M———
Empower Advisory Group, LLC
N/A—4,235-4,235-100%$2.0M———
Sargent Investment Group, LLC
N/A—4,227-4,227-100%$2.0M———
Meeder Advisory Services, Inc.
N/A—4,203-4,203-100%$2.0M———
Holderness Investments Co
N/A—4,201-4,201-100%$2.0M———
Clifford Group, LLC
N/A—4,198-4,198-100%$2.0M———
Transamerica Financial Advisors, LLC
N/A—4,162-4,162-100%$2.0M———
LRI Investments, LLC
N/A—4,146-4,146-100%$2.0M———
Peak Planning Group, LLC
N/A—4,142-4,142-100%$2.0M———
Patron Partners, LLC
N/A—4,103-4,103-100%$2.0M———
Godshalk Welsh Capital Management, Inc.
N/A—4,065-4,065-100%$1.9M———
Stenham Asset Management Ltd
N/A—4,047-4,047-100%$1.9M———
Motco
N/A—4,026-4,026-100%$1.9M———
Deepwater Asset Management, LLC
N/A—4,025-4,025-100%$1.9M———
QVT Financial LP
N/A—4,018-4,018-100%$1.9M———
Kiley Juergens Wealth Management, LLC
N/A—4,013-4,013-100%$1.9M———
Waterloo Capital, L.P.
N/A—3,981-3,981-100%$1.9M———
Davis Selected Advisers
N/A—3,980-3,980-100%$1.9M———
Townsquare Capital LLC
N/A—3,961-3,961-100%$1.9M———
LM Advisors LLC
N/A—3,953-3,953-100%$1.9M———
Curi Capital, LLC
N/A—3,948-3,948-100%$1.9M———
Sound View Wealth Advisors Group, LLC
N/A—3,943-3,943-100%$1.9M———
Purpose Unlimited Inc.
N/A—3,939-3,939-100%$1.9M———
Cascades Capital Asset Management, LLC
N/A—3,895-3,895-100%$1.9M———
Roehl & Yi Investment Advisors, LLC
N/A—3,882-3,882-100%$1.9M———
Alesco Advisors, LLC, An ESL Co
N/A—3,853-3,853-100%$1.8M———
Arrow Capital Management, LLC
N/A—3,853-3,853-100%$1.8M———
Modus Advisors, LLC
N/A—3,852-3,852-100%$1.8M———
Berkshire Asset Management LLC
N/A—3,845-3,845-100%$1.8M———
Seldon Capital LP
N/A—3,823-3,823-100%$1.8M———
AXA S.A.
N/A—3,779-3,779-100%$1.6M———
Chase Investment Counsel Corp
N/A—3,768-3,768-100%$1.8M———
Yarger Wealth Strategies, LLC
N/A—3,766-3,766-100%$1.6M———
Ethos Financial Group, LLC
N/A—3,763-3,763-100%$1.4M———
Klcm Advisors, Inc.
N/A—3,761-3,761-100%$1.8M———
Elgethun Capital Management
N/A—3,732-3,732-100%$1.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—3,716-3,716-100%$1.8M———
Gamco Investors, Inc. ET AL
N/A—3,710-3,710-100%$1.8M———
Black Swift Group, LLC
N/A—3,700-3,700-100%$1.8M———
Quantbot Technologies LP
N/A—3,688-3,688-100%$1.8M———
Giverny Capital Inc.
N/A—3,655-3,655-100%$1.7M———
Steigerwald, Gordon & Koch Inc.
N/A—3,635-3,635-100%$1.7M———
Heritage Trust Co
N/A—3,634-3,634-100%$1.7M———
Disciplined Investors, L.L.C.
N/A—3,582-3,582-100%$1.7M———
Ironwood Investment Counsel, LLC
N/A—3,559-3,559-100%$1.7M———
Sequent Planning LLC
N/A—3,535-3,535-100%$1.7M———
South Street Advisors LLC
N/A—3,531-3,531-100%$1.7M———
Ruffer LLP
N/A—3,525-3,525-100%$1.7M———
Cardiff Park Advisors, LLC
N/A—3,489-3,489-100%$1.7M———
Resurgent Financial Advisors LLC
N/A—3,485-3,485-100%$1.7M———
Financial Engines Advisors L.L.C.
N/A—3,481-3,481-100%$1.7M———
King Wealth Management Group
N/A—3,437-3,437-100%$1.6M———
DV Trading LLC
N/A—3,434-3,434-100%$1.4M———
AdvisorShares Investments LLC
N/A—3,412-3,412-100%$1.6M———
Smith, Moore & Co.
N/A—3,404-3,404-100%$1.6M———
Cetera Trust Company, N.a
N/A—3,380-3,380-100%$1.6M———
Miller Capital Partners, Inc.
N/A—3,355-3,355-100%$1.6M———
Performance Wealth Partners, LLC
N/A—3,333-3,333-100%$1.6M———
Glen Eagle Advisors, LLC
N/A—3,328-3,328-100%$1.6M———
Truvestments Capital LLC
N/A—3,321-3,321-100%$1.6M———
Coppell Advisory Solutions LLC
N/A—3,319-3,319-100%$893.0K———
CVA Family Office, LLC
N/A—3,306-3,306-100%$1.6M———
Continuum Advisory, LLC
N/A—3,305-3,305-100%$1.6M———
FWG Holdings, LLC
N/A—3,291-3,291-100%$1.3M———
Bowen Hanes & Co Inc
N/A—3,290-3,290-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—3,283-3,283-100%$1.6M———
Atlas Capital Advisors Inc.
N/A—3,280-3,280-100%$1.6M———
Greykasell Wealth Strategies, Inc.
N/A—3,272-3,272-100%$1.6M———
Pgim Custom Harvest LLC
N/A—3,243-3,243-100%$1.5M———
SageView Advisory Group, LLC
N/A—3,239-3,239-100%$1.5M———
Meridian Wealth Advisors, LLC
N/A—3,232-3,232-100%$1.5M———
Pinebridge Investments LLC
N/A—3,226-3,226-100%$1.5M———
Ruggaard & Associates LLC
N/A—3,214-3,214-100%$1.5M———
Paradiem, LLC
N/A—3,206-3,206-100%$1.5M———
Spwm Advisors LLC
N/A—3,179-3,179-100%$1.3M———
Coastal Bridge Advisors, LLC
N/A—3,174-3,174-100%$1.5M———
Advisory Alpha, LLC
N/A—3,169-3,169-100%$1.5M———
Future Fund LLC
N/A—3,158-3,158-100%$1.5M———
Headlands Technologies LLC
N/A—3,146-3,146-100%$1.5M———
Zuckerman Investment Group, LLC
N/A—3,123-3,123-100%$1.5M———
Tudor Financial Inc.
N/A—3,101-3,101-100%$1.5M———
Zhang Financial LLC
N/A—3,101-3,101-100%$1.5M———
Monetta Financial Services Inc
N/A—3,100-3,100-100%$1.5M———
Matrix Private Capital Group LLC
N/A—3,071-3,071-100%$1.5M———
Thompson David Blair
N/A—3,036-3,036-100%$1.4M———
Constant Guidance Financial LLC
N/A—3,030-3,030-100%$1.4M———
TFR Capital, Llc.
N/A—3,019-3,019-100%$1.4M———
Aventura Private Wealth, LLC
N/A—3,014-3,014-100%$1.4M———
Oasis Management Co Ltd.A
N/A—3,000-3,000-100%$1.4M———
Calydon Capital
N/A—2,984-2,984-100%$1.4M———
Fort Sheridan Advisors LLC
N/A—2,971-2,971-100%$1.4M———
Keel Point, LLC
N/A—2,961-2,961-100%$1.4M———
Proficio Capital Partners LLC
N/A—2,954-2,954-100%$1.4M———
Ducere Wealth Management LLC
N/A—2,950-2,950-100%$1.4M———
Sanchez Levi Garrett
N/A—2,947-2,947-100%$1.4M———
Orbis Allan Gray Ltd
N/A—2,916-2,916-100%$1.4M———
FSB Premier Wealth Management, Inc.
N/A—2,871-2,871-100%$1.4M———
Vista Cima Wealth Management LLC
N/A—2,862-2,862-100%$1.4M———
Liberty One Investment Management, LLC
N/A—2,854-2,854-100%$1.4M———
Sand Hill Global Advisors, LLC
N/A—2,854-2,854-100%$1.4M———
One Wealth Map LLC
N/A—2,820-2,820-100%$1.1M———
Peak Asset Management, LLC
N/A—2,819-2,819-100%$1.3M———
Tradewinds, Llc.
N/A—2,812-2,812-100%$560.9K———
Invst, LLC
N/A—2,796-2,796-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—2,794-2,794-100%$1.3M———
Meadowbrook Advisors Group, LLC
N/A—2,777-2,777-100%$1.3M———
Maridea Wealth Management LLC
N/A—2,769-2,769-100%$1.3M———
Keyvantage Wealth, LLC
N/A—2,733-2,733-100%$1.3M———
Shay Capital LLC
N/A—2,700-2,700-100%$1.3M———
Kane Investment Management, Inc.
N/A—2,682-2,682-100%$1.3M———
Chesapeake Asset Management LLC
N/A—2,669-2,669-100%$1.3M———
Cannell & Spears LLC
N/A—2,660-2,660-100%$1.3M———
Holistic Financial Partners
N/A—2,649-2,649-100%$1.3M———
Fiduciary Financial Advisors
N/A—2,632-2,632-100%$1.3M———
Ameriflex Group, Inc.
N/A—2,632-2,632-100%$1.3M———
Crewe Advisors LLC
N/A—2,616-2,616-100%$1.2M———
Stephens Investment Management Group LLC
N/A—2,566-2,566-100%$1.2M———
FCA Corp
N/A—2,564-2,564-100%$1.2M———
Everpar Advisors LLC
N/A—2,552-2,552-100%$1.2M———
Alpine Woods Capital Investors, LLC
N/A—2,550-2,550-100%$1.2M———
BHK Investment Advisors, LLC
N/A—2,550-2,550-100%$1.2M———
Summit Trail Advisors, LLC
N/A—2,545-2,545-100%$1.2M———
First Commonwealth Financial Corp
N/A—2,526-2,526-100%$1.2M———
Dearborn Partners LLC
N/A—2,521-2,521-100%$1.2M———
Wexford Capital LP
N/A—2,506-2,506-100%$1.2M———
Quotient Wealth Partners, LLC
N/A—2,506-2,506-100%$1.2M———
Systematic Alpha Investments, LLC
N/A—2,500-2,500-100%$1.2M———
Sfmg, LLC
N/A—2,496-2,496-100%$1.2M———
Horizon Family Wealth, Inc.
N/A—2,475-2,475-100%$1.2M———
Corus Family Wealth Advisors
N/A—2,458-2,458-100%$1.2M———
Inspire Advisors, LLC
N/A—2,445-2,445-100%$1.1M———
one8zero8, LLC
N/A—2,438-2,438-100%$1.2M———
Clarendon Private LLC
N/A—2,409-2,409-100%$1.2M———
Portland Global Advisors LLC
N/A—2,407-2,407-100%$1.1M———
First American Trust, FSB
N/A—2,404-2,404-100%$1.1M———
Capital & Planning, LLC
N/A—2,403-2,403-100%$1.1M———
Prestige Wealth Management Group LLC
N/A—2,402-2,402-100%$1.1M———
First Foundation Advisors
N/A—2,400-2,400-100%$1.1M———
Windle Wealth, LLC
N/A—2,400-2,400-100%$1.1M———
Dunhill Financial, LLC
N/A—2,398-2,398-100%$1.1M———
Alteri Wealth LLC
N/A—2,388-2,388-100%$1.1M———
Tranquilli Financial Advisor LLC
N/A—2,359-2,359-100%$1.1M———
Rothschild Wealth LLC
N/A—2,343-2,343-100%$1.1M———
Twin Peaks Wealth Advisors, LLC
N/A—2,342-2,342-100%$1.1M———
Nicolet Bankshares Inc
N/A—2,340-2,340-100%$1.1M———
AFT, Forsyth & Company, Inc.
N/A—2,340-2,340-100%$1.1M———
Iron Gate Global Advisors LLC
N/A—2,336-2,336-100%$1.1M———
Guardian Capital LP
N/A—2,333-2,333-100%$1.1M———
Compass Capital Corp
N/A—2,327-2,327-100%$2.2M———
Prospect Financial Services LLC
N/A—2,325-2,325-100%$1.1M———
Mane Global Capital Management LP
N/A—2,312-2,312-100%$1.1M———
Goldstone Financial Group, LLC
N/A—2,296-2,296-100%$1.1M———
Granite Bay Wealth Management, LLC
N/A—2,290-2,290-100%$1.1M———
Buckley Wealth Management, LLC
N/A—2,283-2,283-100%$1.1M———
Haverford Trust Co
N/A—2,279-2,279-100%$1.1M———
Lcnb Corp
N/A—2,278-2,278-100%$1.1M———
Tower Wealth Partners, Inc.
N/A—2,275-2,275-100%$1.1M———
DRW Securities, LLC
N/A—2,251-2,251-100%$1.1M———
Avise Financial Cooperative, Inc.
N/A—2,213-2,213-100%$1.1M———
1248 Management, LLC
N/A—2,208-2,208-100%$1.1M———
Atlas Legacy Advisors, LLC
N/A—2,208-2,208-100%$968.4K———
Optas, LLC
N/A—2,191-2,191-100%$1.0M———
Requisite Capital Management, LLC
N/A—2,185-2,185-100%$1.0M———
Foresight Global Investors, Inc.
N/A—2,168-2,168-100%$1.0M———
Liberty Wealth Management LLC
N/A—2,168-2,168-100%$733.3K———
Sankala Group LLC
N/A—2,167-2,167-100%$894.5K———
Abound Financial, LLC
N/A—2,162-2,162-100%$1.0M———
Hollencrest Capital Management
N/A—2,159-2,159-100%$1.0M———
Vantus Wealth LLC
N/A—2,146-2,146-100%$1.0M———
Bay Rivers Group
N/A—2,134-2,134-100%$1.0M———
GWN Securities Inc.
N/A—2,125-2,125-100%$1.0M———
X-Square Capital, LLC
N/A—2,121-2,121-100%$1.0M———
Westmount Partners, LLC
N/A—2,104-2,104-100%$1.0M———
Crews Bank & Trust
N/A—2,102-2,102-100%$1.0M———
Wick Capital Partners, LLC
N/A—2,074-2,074-100%$990.2K———
Novare Capital Management LLC
N/A—2,064-2,064-100%$985.7K———
Elevation Advisory Partners LLC
N/A—2,063-2,063-100%$829.9K———
Act Two Investors LLC
N/A—2,062-2,062-100%$984.7K———
Parallax Volatility Advisers, L.P.
N/A—2,046-2,046-100%$977.1K———
Precision Wealth Strategies, LLC
N/A—2,037-2,037-100%$972.6K———
Cahill Financial Advisors Inc
N/A—2,033-2,033-100%$970.8K———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,028-2,028-100%$968.5K———
Guardian Wealth Advisors, LLC / NC
N/A—2,016-2,016-100%$962.8K———
Palisade Capital Management, LP
N/A—2,013-2,013-100%$961.2K———
S Harris Financial Group, LLC
N/A—2,012-2,012-100%$960.6K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,000-2,000-100%$955.1K———
Greenline Wealth Management LLC
N/A—1,995-1,995-100%$952.8K———
Vanguard Global Advisers, LLC
N/A—1,988-1,988-100%$949.4K———
PAX Financial Group, LLC
N/A—1,980-1,980-100%$945.8K———
Exit Wealth Advisors, Llc.
N/A—1,975-1,975-100%$943.2K———
Fielder Capital Group LLC
N/A—1,973-1,973-100%$942.3K———
1ST Source Bank
N/A—1,968-1,968-100%$939.9K———
LHM, Inc.
N/A—1,959-1,959-100%$935.6K———
Florida Financial Advisors, LLC
N/A—1,939-1,939-100%$926.2K———
Empirical Asset Management, LLC
N/A—1,938-1,938-100%$925.7K———
Capital Investment Management, Inc.
N/A—1,938-1,938-100%$925.5K———
SlateStone Wealth, LLC
N/A—1,935-1,935-100%$924.0K———
CM Wealth Advisors LLC
N/A—1,912-1,912-100%$914.9K———
Destination Wealth Management
N/A—1,897-1,897-100%$905.9K———
Graham Capital Management, L.P.
N/A—1,887-1,887-100%$901.2K———
Headinvest, LLC
N/A—1,887-1,887-100%$901.2K———
Continental Investors Services, Inc.
N/A—1,874-1,874-100%$775.8K———
Martin Investment Management, LLC
N/A—1,865-1,865-100%$890.7K———
SHP Wealth Management
N/A—1,864-1,864-100%$890.1K———
Monograph Wealth Advisors, LLC
N/A—1,863-1,863-100%$891.3K———
Foster & Motley Inc
N/A—1,858-1,858-100%$887.0K———
City National Bank of Florida
N/A—1,843-1,843-100%$880.2K———
Stokes Family Office, LLC
N/A—1,834-1,834-100%$875.9K———
Phillips Wealth Planners LLC
N/A—1,833-1,833-100%$792.9K———
Mirova
N/A—1,831-1,831-100%$874.4K———
Johnson Financial Group, Inc.
N/A—1,826-1,826-100%$873.7K———
WorthPointe, LLC
N/A—1,823-1,823-100%$870.6K———
Pincus Capital Management, LP
N/A—1,820-1,820-100%$869.2K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,809-1,809-100%$863.9K———
Stansberry Asset Management, LLC
N/A—1,807-1,807-100%$863.0K———
RB Capital Management, LLC
N/A—1,794-1,794-100%$856.8K———
Yukon Wealth Management, Inc.
N/A—1,786-1,786-100%$852.9K———
Forum Finance Group S.A.
N/A—1,765-1,765-100%$681———
Paladin Advisory Group, LLC
N/A—1,760-1,760-100%$840.5K———
Avalon Trust Co
N/A—1,745-1,745-100%$833.4K———
Summit Wealth Partners, LLC
N/A—1,734-1,734-100%$828.3K———
Strive Financial Group,LLC
N/A—1,722-1,722-100%$822.4K———
MOR Wealth Management, LLC
N/A—1,709-1,709-100%$816.2K———
Entelevest, LLC
N/A—1,709-1,709-100%$816.2K———
Truepoint, Inc.
N/A—1,707-1,707-100%$815.2K———
MJP Associates Inc
N/A—1,703-1,703-100%$813.1K———
Stonebridge Financial Group, LLC / MO
N/A—1,701-1,701-100%$812.1K———
WNY Asset Management, LLC
N/A—1,701-1,701-100%$812.2K———
Menard Financial Group LLC
N/A—1,694-1,694-100%$809.0K———
STG Securities, LLC
N/A—1,682-1,682-100%$803.3K———
Becker Capital Management Inc
N/A—1,680-1,680-100%$804.3K———
Parsonex Advisory Services, Inc.
N/A—1,677-1,677-100%$792.3K———
Westerkirk Capital Inc.
N/A—1,675-1,675-100%$799.9K———
EWA, LLC
N/A—1,667-1,667-100%$796.2K———
Swisher Financial Concepts, Inc.
N/A—1,664-1,664-100%$794.7K———
Wellington-Altus USA Inc.
N/A—1,656-1,656-100%$559.6K———
Blalock Williams, LLC
N/A—1,647-1,647-100%$786.6K———
Tyche Wealth Partners LLC
N/A—1,642-1,642-100%$784.3K———
Millstone Evans Group, LLC
N/A—1,638-1,638-100%$782.3K———
Concentric Capital Strategies, LP
N/A—1,635-1,635-100%$780.8K———
Intellectus Partners, LLC
N/A—1,632-1,632-100%$779.9K———
Alta Wealth Advisors LLC
N/A—1,631-1,631-100%$779.1K———
Elm Partners Management LLC
N/A—1,621-1,621-100%$774.2K———
Bank Hapoalim BM
N/A—1,618-1,618-100%$773.0K———
Safeguard Investment Advisory Group, LLC
N/A—1,613-1,613-100%$770.2K———
17 Capital Partners, LLC
N/A—1,606-1,606-100%$767.0K———
Hurricane Capital Advisors LLC
N/A—1,600-1,600-100%$764.1K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,599-1,599-100%$763.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,585-1,585-100%$755.8K———
Warner Group LLC
N/A—1,583-1,583-100%$756.2K———
Osprey Private Wealth LLC
N/A—1,570-1,570-100%$749.8K———
Strait & Sound Wealth Management LLC
N/A—1,553-1,553-100%$741.6K———
Calton & Associates, Inc.
N/A—1,553-1,553-100%$741.6K———
Cloud Capital Management, LLC
N/A—1,552-1,552-100%$742.0K———
Financial Advisors Network, Inc.
N/A—1,516-1,516-100%$724.0K———
Legacy Wealth Advisors, LLC
N/A—1,513-1,513-100%$722.6K———
Pasadena Private Wealth, LLC
N/A—1,504-1,504-100%$718.3K———
Whetstone Capital Advisors, LLC
N/A—1,500-1,500-100%$716.4K———
K2 Principal Fund, L.P.
N/A—1,500-1,500-100%$716.4K———
E-Wealth Partners, LLC
N/A—1,499-1,499-100%$715.9K———
North Star Asset Management Inc
N/A—1,483-1,483-100%$708.2K———
Smart Money Group LLC
N/A—1,479-1,479-100%$706.2K———
Virtus Advisers, LLC
N/A—1,465-1,465-100%$699.6K———
Westfuller Advisors, LLC
N/A—1,451-1,451-100%$694.1K———
Spectrum Investment Advisors, Inc.
N/A—1,450-1,450-100%$692.5K———
Paces Ferry Wealth Advisors, LLC
N/A—1,437-1,437-100%$686.3K———
Wayfinding Financial, LLC
N/A—1,432-1,432-100%$685.0K———
Reliant Investment Partners, LLC
N/A—1,428-1,428-100%$682.0K———
FAS Wealth Partners, Inc.
N/A—1,413-1,413-100%$675.0K———
Astoria Portfolio Advisors Llc.
N/A—1,410-1,410-100%$673.2K———
VestGen Investment Management
N/A—1,391-1,391-100%$664.3K———
Sandy Cove Advisors, LLC
N/A—1,379-1,379-100%$658.8K———
Sonoma Allocations LLC
N/A—1,374-1,374-100%$615.9K———
WealthCollab, LLC
N/A—1,366-1,366-100%$652.4K———
Rather & Kittrell, Inc.
N/A—1,366-1,366-100%$652.4K———
CMT Capital Markets Trading GmbH
N/A—1,355-1,355-100%$647.0K———
Integrated Investment Consultants, LLC
N/A—1,344-1,344-100%$641.9K———
Coign Capital Advisors LLC
N/A—1,344-1,344-100%$641.9K———
Palladiem, LLC
N/A—1,334-1,334-100%$636.9K———
Bank of Marin
N/A—1,329-1,329-100%$634.7K———
Hills Bank & Trust Co
N/A—1,322-1,322-100%$631.3K———
KMT Wealth Management, LLC
N/A—1,315-1,315-100%$628.0K———
Bard Associates Inc
N/A—1,310-1,310-100%$626.9K———
Heron Bay Capital Management
N/A—1,309-1,309-100%$625.1K———
Fortis Advisors, LLC
N/A—1,303-1,303-100%$622.3K———
Keating Financial Advisory Services, Inc.
N/A—1,289-1,289-100%$615.6K———
SMA Capital LLC
N/A—1,289-1,289-100%$615.6K———
Mayport, LLC
N/A—1,281-1,281-100%$611.8K———
Fourth Dimension Wealth, LLC
N/A—1,279-1,279-100%$610.6K———
Synergy Financial Group, LTD
N/A—1,270-1,270-100%$606.5K———
KDT Advisors, LLC
N/A—1,263-1,263-100%$603.2K———
Wealthquest Corp
N/A—1,260-1,260-100%$601.7K———
Valtrion Capital Management, LLC
N/A—1,255-1,255-100%$599.4K———
Park Place Capital Corp
N/A—1,240-1,240-100%$592.2K———
TRB Wealth Management, LLC
N/A—1,238-1,238-100%$591.2K———
Integrity Financial Corp
N/A—1,238-1,238-100%$592.4K———
Morris Financial Concepts, Inc.
N/A—1,234-1,234-100%$589.3K———
First Western Trust Bank
N/A—1,232-1,232-100%$588.4K———
All Terrain Financial Advisors, LLC
N/A—1,221-1,221-100%$583.1K———
Pettyjohn, Wood & White, Inc
N/A—1,218-1,218-100%$581.7K———
Keystone Financial Services
N/A—1,218-1,218-100%$581.8K———
Simmons Bank
N/A—1,217-1,217-100%$581.2K———
Legacy Wealth Managment, LLC
N/A—1,216-1,216-100%$580.7K———
Davis R M Inc
N/A—1,216-1,216-100%$581.5K———
Nvest Financial, LLC
N/A—1,208-1,208-100%$576.7K———
Trailhead Planners LLC
N/A—1,206-1,206-100%$575.9K———
St. Nicholas Private Asset Management, Inc
N/A—1,206-1,206-100%$575.9K———
Trivium Point Advisory, LLC
N/A—1,199-1,199-100%$572.6K———
BWM Planning, LLC
N/A—1,199-1,199-100%$572.6K———
LaSalle St. Investment Advisors, LLC
N/A—1,185-1,185-100%$566.0K———
Seneschal Advisors, LLC
N/A—1,182-1,182-100%$564.5K———
Capstone Financial Advisors, Inc.
N/A—1,168-1,168-100%$557.8K———
Magnolia Private Wealth, LLC
N/A—1,158-1,158-100%$553.0K———
J. M. Brown & Associates Inc.
N/A—1,157-1,157-100%$552.5K———
Quent Capital, LLC
N/A—1,155-1,155-100%$551.6K———
Ellevest, Inc.
N/A—1,146-1,146-100%$227.0K———
Twin Lakes Capital Management, LLC
N/A—1,127-1,127-100%$538.2K———
Wallace Advisory Group, LLC
N/A—1,121-1,121-100%$535.4K———
Horizon Investment Services, LLC
N/A—1,120-1,120-100%$534.9K———
Beaird Harris Wealth Management, LLC
N/A—1,116-1,116-100%$533.0K———
Allium Financial Advisors, LLC
N/A—1,108-1,108-100%$529.1K———
Fiduciary Group, LLC
N/A—1,089-1,089-100%$520.1K———
Lumbard & Kellner, LLC
N/A—1,075-1,075-100%$513.4K———
WealthShield Partners, LLC
N/A—1,073-1,073-100%$513.1K———
Allied Private Wealth LLC
N/A—1,066-1,066-100%$465.8K———
Maimon Wealth Management Ltd.
N/A—1,065-1,065-100%$508.6K———
Panoramic Capital Partners, LLC
N/A—1,050-1,050-100%$501.4K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,043-1,043-100%$498.2K———
Hopwood Nicholas Hunter
N/A—1,043-1,043-100%$498.1K———
Bollard Group LLC
N/A—1,040-1,040-100%$497.0K———
Bouchey Financial Group, Ltd.
N/A—1,040-1,040-100%$497.0K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—1,038-1,038-100%$495.7K———
Oxford Financial Group, Ltd. LLC
N/A—1,024-1,024-100%$489.2K———
Clarity Financial LLC
N/A—1,020-1,020-100%$487.3K———
V2 Financial group LLC
N/A—1,018-1,018-100%$486.3K———
Vines Capital Management, LLC
N/A—1,018-1,018-100%$486.2K———
Permanent Capital Management, LP
N/A—1,015-1,015-100%$485.5K———
Tiemann Investment Advisors, LLC
N/A—1,008-1,008-100%$481.4K———
Aberdeen Wealth Management LLC
N/A—1,007-1,007-100%$480.9K———
Capasso Planning Partners LLC
N/A—1,002-1,002-100%$478.5K———
Harbor Advisors LLC
N/A—1,000-1,000-100%$477.6K———
Sharp Wealth Advisory, LLC
N/A—1,000-1,000-100%$477.6K———
McGowan Group Asset Management, Inc.
N/A—1,000-1,000-100%$477.6K———
Apriem Advisors
N/A—991-991-100%$473.3K———
Peregrine Asset Advisers, Inc.
N/A—981-981-100%$468.5K———
CNB Bank
N/A—975-975-100%$465.6K———
N.E.W. Advisory Services LLC
N/A—969-969-100%$462.8K———
Spartan Wealth Advisory Services LLC
N/A—969-969-100%$462.8K———
Causey Wealth LLC
N/A—967-967-100%$461.8K———
German American Bancorp, Inc.
N/A—957-957-100%$457.0K———
Prasad Wealth Partners, LLC
N/A—952-952-100%$454.7K———
Dimension Capital Management LLC
N/A—949-949-100%$453.2K———
Markin Volterra Fund LP
N/A—949-949-100%$453.2K———
Pursue Wealth Partners LLC
N/A—946-946-100%$451.8K———
Francis Financial, Inc.
N/A—944-944-100%$451.0K———
Wealthspire Retirement, LLC
N/A—944-944-100%$450.8K———
IFC Advisors LLC
N/A—931-931-100%$444.6K———
First Financial Bankshares Inc
N/A—931-931-100%$444.6K———
Cofg Advisors, LLC
N/A—929-929-100%$443.5K———
Ascension Capital Advisors, Inc.
N/A—925-925-100%$441.8K———
Madison Wealth Partners, Inc
N/A—925-925-100%$441.7K———
Swan Global Investments, LLC
N/A—917-917-100%$437.9K———
Crawford Investment Counsel Inc
N/A—915-915-100%$437.0K———
Beacon Investment Advisors LLC
N/A—913-913-100%$436.1K———
Innovative Asset Advisors Group, LLC
N/A—899-899-100%$430.2K———
Sykon Capital LLC
N/A—895-895-100%$427.6K———
Wealth Management Associates, Inc.
N/A—889-889-100%$424.5K———
Round Rock Advisors LLC
N/A—887-887-100%$423.6K———
Strategic Financial Concepts, LLC
N/A—886-886-100%$422.9K———
M3 Advisory Group, LLC
N/A—879-879-100%$419.8K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—877-877-100%$419.7K———
ODonnell Financial Services, LLC
N/A—877-877-100%$418.8K———
Polar Asset Management Partners Inc.
N/A—876-876-100%$418.4K———
Sovereign Investment Advisors, LLC
N/A—875-875-100%$418.7K———
Financial Life Planners
N/A—859-859-100%$410.3K———
Knightsbridge Asset Management, LLC
N/A—855-855-100%$408.3K———
Runnymede Capital Advisors, Inc.
N/A—853-853-100%$407.4K———
Mosaic Family Wealth Partners, LLC
N/A—846-846-100%$404.0K———
Forefront Wealth Partners, LLC
N/A—846-846-100%$404.0K———
Laraway Financial Advisors Inc
N/A—837-837-100%$399.7K———
Investment Advisory Group, LLC
N/A—835-835-100%$398.5K———
Drake & Associates, LLC
N/A—828-828-100%$395.4K———
Chancellor Financial Group WB LP
N/A—820-820-100%$391.5K———
Lifeworks Advisors, LLC
N/A—817-817-100%$390.2K———
Berkeley Capital Partners, LLC
N/A—815-815-100%$389.2K———
Capco Asset Management, LLC
N/A—808-808-100%$385.9K———
Sovereign Financial Group, Inc.
N/A—807-807-100%$385.6K———
Imprint Wealth LLC
N/A—804-804-100%$384.0K———
Mattson Financial Services, LLC
N/A—801-801-100%$328.2K———
Pring Turner Capital Group Inc
N/A—800-800-100%$334.6K———
Osbon Capital Management LLC
N/A—800-800-100%$382.4K———
Arvest Bank Trust Division
N/A—799-799-100%$381.6K———
Rialto Wealth Management, LLC
N/A—795-795-100%$379.7K———
Axis Wealth Partners, LLC
N/A—782-782-100%$373.3K———
Summit Wealth Group, LLC
N/A—776-776-100%$370.6K———
WealthTrust Axiom LLC
N/A—774-774-100%$369.4K———
Tripletail Wealth Management, LLC
N/A—771-771-100%$334.7K———
Kerr Financial Planning Corp
N/A—769-769-100%$367.3K———
Rockbridge Investment Management, LCC
N/A—767-767-100%$366.3K———
Strategic Investment Solutions, Inc.
N/A—766-766-100%$365.8K———
Liberty Square Wealth Partners LLC
N/A—762-762-100%$363.9K———
Tobias Financial Advisors, Inc.
N/A—760-760-100%$363.0K———
Cedarwood Wealth LLC
N/A—757-757-100%$361.7K———
Brown Financial Advisors
N/A—750-750-100%$358.2K———
Private Wealth Asset Management, LLC
N/A—742-742-100%$354.4K———
Bienville Capital Management, LLC
N/A—735-735-100%$351.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—734-734-100%$350.5K———
Daner Wealth Management, LLC
N/A—734-734-100%$316.0K———
GatePass Capital, LLC
N/A—733-733-100%$350.2K———
Pursuit Wealth Strategies, LLC
N/A—726-726-100%$346.7K———
WFA of San Diego, LLC
N/A—726-726-100%$312.5K———
Presidio Capital Management, LLC
N/A—726-726-100%$346.7K———
Impact Partnership Wealth, LLC
N/A—722-722-100%$345.0K———
GSA Capital Partners LLP
N/A—718-718-100%$343.0K———
Banco BTG Pactual S.A.
N/A—711-711-100%$339.6K———
Dynasty Wealth Management, LLC
N/A—706-706-100%$337.2K———
Elequin Capital, LP
N/A—706-706-100%$337.2K———
Capital Counsel LLC
N/A—699-699-100%$333.8K———
HHM Wealth Advisors, LLC
N/A—693-693-100%$331.0K———
Wallace Hart LLC
N/A—693-693-100%$331.0K———
Faithward Advisors, LLC
N/A—693-693-100%$331.0K———
Palumbo Wealth Management LLC
N/A—688-688-100%$328.6K———
Navis Wealth Advisors, LLC
N/A—686-686-100%$327.6K———
Viawealth, LLC
N/A—680-680-100%$324.7K———
Centric Wealth Management
N/A—680-680-100%$273.1K———
Plum Street Advisors, LLC
N/A—678-678-100%$323.8K———
SK Wealth Management, LLC
N/A—678-678-100%$283.7K———
Wrapmanager Inc
N/A—676-676-100%$322.8K———
Mosaic Financial Group, LLC
N/A—674-674-100%$322.0K———
Evernest Financial Advisors, LLC
N/A—673-673-100%$321.2K———
Dash Acquisitions Inc.
N/A—673-673-100%$288.8K———
Accent Capital Management, LLC
N/A—667-667-100%$319.2K———
Cinctive Capital Management LP
N/A—665-665-100%$317.6K———
Ranch Capital Advisors Inc.
N/A—660-660-100%$315.2K———
JPL Wealth Management, LLC
N/A—659-659-100%$314.7K———
Bull Harbor Capital LLC
N/A—657-657-100%$313.8K———
Peak Retirement Planning, Inc.
N/A—656-656-100%$313.3K———
Frisch Financial Group, Inc.
N/A—656-656-100%$314.0K———
Hexagon Capital Partners LLC
N/A—654-654-100%$312.3K———
Arkos Global Advisors
N/A—654-654-100%$312.0K———
Indie Asset Partners, LLC
N/A—646-646-100%$308.5K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—640-640-100%$305.6K———
White Pine Capital LLC
N/A—640-640-100%$305.6K———
Riverview Capital Advisers, LLC
N/A—639-639-100%$305.2K———
Pacific SUN Financial Corp
N/A—638-638-100%$305.3K———
Vienna Asset Management LLC
N/A—636-636-100%$303.7K———
BlueStem Wealth Partners, LLC
N/A—630-630-100%$300.9K———
Aspire Capital Advisors LLC
N/A—625-625-100%$298.5K———
Strategies Wealth Advisors, LLC
N/A—624-624-100%$297.9K———
Oxbow Advisors, LLC
N/A—623-623-100%$297.5K———
Burling Wealth Partners, LLC
N/A—623-623-100%$297.5K———
Lbmc Investment Advisors, LLC
N/A—622-622-100%$297.0K———
Tandem Financial, LLC
N/A—621-621-100%$297.2K———
FWL Investment Management, LLC
N/A—616-616-100%$294.2K———
Mcguire Capital Advisors Inc
N/A—614-614-100%$293.2K———
Harbour Investment Management LLC
N/A—609-609-100%$291.4K———
M1 Capital Management LLC
N/A—609-609-100%$290.8K———
Intentional Wealth Strategies, LLC
N/A—606-606-100%$289.4K———
Jasper Ridge Partners, L.P.
N/A—601-601-100%$287.0K———
SkyView Investment Advisors, LLC
N/A—600-600-100%$287.0K———
Prudent Investors Network, Inc.
N/A—592-592-100%$282.7K———
Claret Asset Management Corp
N/A—592-592-100%$283.0K———
Lansing Street Advisors
N/A—592-592-100%$283.3K———
Gallagher Fiduciary Advisors, LLC
N/A—590-590-100%$281.7K———
North Dallas Bank & Trust Co
N/A—588-588-100%$280.8K———
Frazier Financial Advisors, LLC
N/A—585-585-100%$279.4K———
Tidemark, LLC
N/A—583-583-100%$278.4K———
Orion Investment Co
N/A—581-581-100%$277.5K———
Hilltop Wealth Advisors, LLC
N/A—580-580-100%$277.0K———
Vantage Point Financial LLC
N/A—575-575-100%$274.6K———
Medallion Wealth Advisors, LLC
N/A—573-573-100%$273.6K———
Atlanta Consulting Group Advisors, LLC
N/A—571-571-100%$273.2K———
Schnieders Capital Management, Llc.
N/A—571-571-100%$272.7K———
Byrne Financial Freedom, LLC
N/A—568-568-100%$271.3K———
Tulsa Wealth Advisors, Inc
N/A—567-567-100%$270.6K———
Bulltick Wealth Management, LLC
N/A—564-564-100%$269.9K———
Rice Partnership, LLC
N/A—560-560-100%$267.4K———
IMA Advisory Services, Inc.
N/A—555-555-100%$265.4K———
Marble Wealth, LLC
N/A—554-554-100%$264.7K———
River Wealth Advisors LLC
N/A—551-551-100%$263.1K———
F/m Investments LLC
N/A—551-551-100%$263.1K———
Planning Alternatives LTD
N/A—549-549-100%$262.2K———
Camarda Financial Advisors, LLC
N/A—548-548-100%$261.7K———
Orcam Financial Group
N/A—538-538-100%$256.9K———
Oxford Wealth Group, LLC
N/A—533-533-100%$254.5K———
Betterment LLC
N/A—533-533-100%$255.0K———
Chico Wealth RIA
N/A—531-531-100%$253.6K———
Sumitomo Mitsui Financial Group, Inc.
N/A—530-530-100%$253.1K———
Investment Advisory Services Group LLC
N/A—529-529-100%$252.6K———
Parvin Asset Management, LLC
N/A—525-525-100%$250.7K———
Colter Lewis Investment Partners LLC
N/A—525-525-100%$251.2K———
Sittner & Nelson, LLC
N/A—523-523-100%$249.8K———
Adapt Wealth Advisors, LLC
N/A—523-523-100%$249.8K———
Gentry Private Wealth, LLC
N/A—520-520-100%$248.3K———
Brand Asset Management Group, Inc.
N/A—519-519-100%$247.9K———
Cornerstone Financial Management LLC
N/A—518-518-100%$247.4K———
Second Line Capital, LLC
N/A—518-518-100%$247.9K———
Hansen & Associates Financial Group, Inc.
N/A—516-516-100%$233.3K———
Pinnacle Holdings, LLC
N/A—516-516-100%$246.4K———
Saiph Capital, LLC
N/A—511-511-100%$244.0K———
Mason Investment Advisory Services, Inc.
N/A—511-511-100%$244.1K———
FOX RUN Management, L.L.C.
N/A—506-506-100%$241.7K———
Wall Street Financial Group, Inc.
N/A—503-503-100%$240.2K———
Lombard Odier Asset Management (USA) Corp
N/A—500-500-100%$238.8K———
Investments & Financial Planning, LLC
N/A—500-500-100%$238.8K———
Harvey Capital Management Inc
N/A—500-500-100%$238.8K———
Alan B Lancz & Associates, Inc.
N/A—500-500-100%$238.8K———
Centennial Bank
N/A—500-500-100%$238.8K———
Compton Financial Group, LLC
N/A—499-499-100%$238.3K———
Keynote Financial Services LLC
N/A—497-497-100%$237.4K———
Bridges Investment Management Inc
N/A—494-494-100%$235.9K———
Measured Wealth Private Client Group, LLC
N/A—492-492-100%$235.0K———
Aimz Investment Advisors, LLC
N/A—488-488-100%$233.1K———
Members Trust Co
N/A—485-485-100%$231.6K———
KEB Asset Management, LLC
N/A—484-484-100%$231.1K———
Howe & Rusling Inc
N/A—482-482-100%$230.1K———
BlackDiamond Wealth Management, LLC
N/A—478-478-100%$200.0K———
Scientech Research LLC
N/A—474-474-100%$226.4K———
Operose Advisors LLC
N/A—471-471-100%$224.9K———
Humankind Investments LLC
N/A—470-470-100%$224.5K———
Financial Alternatives, Inc
N/A—467-467-100%$223.0K———
Geometric Wealth Advisors
N/A—466-466-100%$222.5K———
Godfrey Financial Associates, Inc.
N/A—465-465-100%$222.1K———
Seaside Wealth Management, Inc.
N/A—461-461-100%$220.2K———
Cutler Capital Management, LLC
N/A—461-461-100%$220.3K———
Wealthgarden F.S. LLC
N/A—455-455-100%$217.1K———
Morgan Creek Capital Management, LLC
N/A—453-453-100%$216.3K———
Manhattan West Asset Management, LLC
N/A—453-453-100%$216.3K———
Field & Main Bank
N/A—452-452-100%$215.9K———
Aegis Wealth Management LLC
N/A—452-452-100%$215.9K———
Shufro Rose & Co LLC
N/A—450-450-100%$214.9K———
Chelsea Counsel Co
N/A—450-450-100%$215.3K———
Synergy Investment Management, LLC
N/A—447-447-100%$199.9K———
CFO4Life Group, LLC
N/A—445-445-100%$212.5K———
BOK Financial Private Wealth, Inc.
N/A—444-444-100%$212.5K———
EQ LLC
N/A—440-440-100%$210.0K———
Corient IA LP
N/A—440-440-100%$210.1K———
Wealth Care LLC
N/A—438-438-100%$209.2K———
Pallas Capital Advisors LLC
N/A—435-435-100%$207.6K———
Napier Financial, LLC
N/A—434-434-100%$207.3K———
Roble, Belko & Company, Inc
N/A—432-432-100%$206.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—429-429-100%$204.9K———
Cadia Private Client LLC
N/A—428-428-100%$204.4K———
White Knight Strategic Wealth Advisors, LLC
N/A—422-422-100%$201.5K———
Cambient Family Office, LLC
N/A—422-422-100%$201.9K———
Maxele Advisors, LLC
N/A—421-421-100%$201.1K———
Palogic Value Management, L.P.
N/A—421-421-100%$201.1K———
Logan Capital Management Inc
N/A—392-392-100%$187.2K———
Kilter Group LLC
N/A—385-385-100%$183.9K———
Core Capital Management & Research, inc.
N/A—370-370-100%$151.7K———
MRP Capital Investments, LLC
N/A—325-325-100%$155.2K———
Lavaca Capital LLC
N/A—300-300-100%$143.3K———
Cheviot Value Management, LLC
N/A—282-282-100%$134.7K———
Ankerstar Wealth, LLC
N/A—282-282-100%$134.9K———
Osterweis Capital Management Inc
N/A—281-281-100%$134.2K———
Basepoint Wealth LLC
N/A—275-275-100%$131.4K———
Oakmont Advisory Group, LLC
N/A—274-274-100%$130.8K———
Mpwm Advisory Solutions, LLC
N/A—269-269-100%$128.7K———
Caitlin John, LLC
N/A—262-262-100%$125.2K———
TD Capital Management LLC
N/A—260-260-100%$124.2K———
Graney & King, LLC
N/A—252-252-100%$120.5K———
Nova Wealth Management, Inc.
N/A—251-251-100%$119.9K———
OV Management LLC
N/A—245-245-100%$117.0K———
Raffa Wealth Management, LLC
N/A—217-217-100%$103.6K———
Dogwood Wealth Management LLC
N/A—216-216-100%$103.2K———
Longview Financial Advisors LLC
N/A—210-210-100%$100.3K———
Pingora Partners LLC
N/A—200-200-100%$95.5K———
Orion Capital Management LLC
N/A—195-195-100%$93.1K———
Mark Sheptoff Financial Planning, LLC
N/A—192-192-100%$91.7K———
PlanVest Financial, Inc
N/A—188-188-100%$89.8K———
Bruce G. Allen Investments, LLC
N/A—184-184-100%$87.9K———
Swan Capital LLC
N/A—184-184-100%$87.9K———
Webster Bank, N. A.
N/A—169-169-100%$80.7K———
Westend Capital Management, LLC
N/A—165-165-100%$78.8K———
Proffitt & Goodson Inc
N/A—154-154-100%$73.5K———
Anchor Bay Capital, Inc.
N/A—153-153-100%$64.2K———
Luminist Capital LLC
N/A—152-152-100%$72.6K———
Pinney & Scofield, Inc.
N/A—150-150-100%$71.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—142-142-100%$67.8K———
Benson Wealth Management Inc
N/A—137-137-100%$65.4K———
Hamrick Investment Counsel, llc
N/A—131-131-100%$62.6K———
Tiaa Trust, National Association
N/A—130-130-100%$62.1K———
Alerus Financial NA
N/A—127-127-100%$60.7K———
Advisors Preferred, LLC
N/A—121-121-100%$52.5K———
Bravera Wealth
N/A—119-119-100%$56.8K———
Copia Wealth Management
N/A—112-112-100%$53.5K———
PeakShares LLC
N/A—110-110-100%$52.5K———
Financial Avengers, Inc.
N/A—105-105-100%$50.1K———
Security National Bank of Sioux City Iowa
N/A—103-103-100%$49.2K———
LGT Financial Advisors LLC
N/A—102-102-100%$48.7K———
Biglari Capital Corp.A
N/A—100-100-100%$47.8K———
Meramec Financial Planners, LLC
N/A—100-100-100%$39.9K———
Leo H. Evart, Inc.
N/A—96-96-100%$45.8K———
Caldwell Sutter Capital, Inc.
N/A—76-76-100%$36.3K———
NFJ Investment Group, LLC
N/A—75-75-100%$35.8K———
Investors Portfolio Services LLC
N/A—74-74-100%$35.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—73-73-100%$34.9K———
Delta Asset Management LLC
N/A—70-70-100%$33.4K———
SouthState Bank Corp
N/A—65-65-100%$31.0K———
Bellevue Asset Management, LLC
N/A—63-63-100%$30.1K———
Darwin Wealth Management, LLC
N/A—61-61-100%$29.3K———
Broadwater Capital Management LLC
N/A—50-50-100%$23.9K———
Tanglewood Legacy Advisors, LLC
N/A—50-50-100%$23.9K———
Tacita Capital Inc
N/A—45-45-100%$21.5K———
Minot DeBlois Advisors LLC
N/A—44-44-100%$21.0K———
Estabrook Capital Management
N/A—40-40-100%$19.1K———
Park Square Financial Group, LLC
N/A—36-36-100%$17.2K———
Ogorek Anthony Joseph
N/A—36-36-100%$17———
S&T Bank
N/A—35-35-100%$16.7K———
Richard W. Paul & Associates, LLC
N/A—32-32-100%$15.3K———
Regatta Research & Money Management
N/A—30-30-100%$14.2K———
1015 Capital Partners, LLC
N/A—28-28-100%$13.4K———
JDM Financial Group LLC
N/A—27-27-100%$12.9K———
Turim 21 Investimentos Ltda.
N/A—26-26-100%$51.7K———
Prosperity Bancshares Inc
N/A—19-19-100%$9.1K———
1 North Wealth Services LLC
N/A—17-17-100%$8.1K———
Ravenstone Capital Management Inc.
N/A—14-14-100%$6.7K———
Kelly Lawrence W & Associates Inc
N/A—10-10-100%$4.8K———
HighMark Wealth Management LLC
N/A—10-10-100%$4.6K———
Nalls Sherbakoff Group, LLC
N/A—10-10-100%$4.8K———
Altrinsic Global Advisors LLC
N/A—8-8-100%$3.8K———
Providence Capital Advisors, LLC
N/A—7-7-100%$3.1K———
Lummis Asset Management, LP
N/A—6-6-100%$2.9K———
Cordant, Inc.
N/A—5-5-100%$2.3K———
Top Private Wealth Llc.
N/A—5-5-100%$2.4K———
Walsh & Associates, LLC
N/A—4-4-100%$1.9K———
Highland Investment Advisors LLC
N/A—4-4-100%$1.9K———
Showing 3717 of 3717 institutions