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Tesla Inc (TSLA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares69,899,419 from 68,914,720
Change+984,699 (+1%)
Value$24.7B (-$4.2B)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares60,376,672 from 11,521,936
Change+48,854,736 (+424%)
Value$21.4B (+$16.6B)
Filed 2026-11-06
Amundi
INCREASED
Shares22,849,682 from 20,058,846
Change+2,790,836 (+14%)
Value$8.1B (-$329.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares14,215,567 from 14,464,171
Change-248,604 (-2%)
Value$5.0B (-$1.0B)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares10,417,128 from 9,603,163
Change+813,965 (+8%)
Value$3.7B (-$343.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares8,694,840 from 7,898,070
Change+796,770 (+10%)
Value$3.1B (-$236.9M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares7,618,101 from 7,122,168
Change+495,933 (+7%)
Value$2.7B (-$292.6M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares7,454,160 from 7,437,974
Change+16,186 (+0%)
Value$2.6B (-$483.6M)
Filed 2026-10-29
Dimensional Fund Advisors LP
INCREASED
Shares5,164,911 from 5,114,395
Change+50,516 (+1%)
Value$1.8B (-$318.4M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares4,149,216 from 3,278,968
Change+870,248 (+27%)
Value$1.5B (+$93.0M)
Filed 2026-10-15
Principal Financial Group Inc
INCREASED
Shares3,794,434 from 3,781,228
Change+13,206 (+0%)
Value$1.3B (-$244.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares3,702,086 from 3,558,386
Change+143,700 (+4%)
Value$1.3B (-$183.1M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares2,893,947 from 1,924,168
Change+969,779 (+50%)
Value$1.0M (+$310.9K)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,383,942 from 2,160,225
Change+223,717 (+10%)
Value$845.8M (-$62.7M)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares2,283,055 from 2,123,333
Change+159,722 (+8%)
Value$810.1M (-$83.0M)
Filed 2026-10-29
New York State Teachers Retirement System
DECREASED
Shares2,075,908 from 2,161,108
Change-85,200 (-4%)
Value$736.6K (-$908.2M)
Filed 2026-10-22
Pictet Asset Management Holding SA
INCREASED
Shares1,934,840 from 1,865,608
Change+69,232 (+4%)
Value$686.5M (-$98.2M)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares1,893,110 from 2,246,313
Change-353,203 (-16%)
Value$671.0M (-$268.9M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares1,749,884 from 1,552,352
Change+197,532 (+13%)
Value$620.9M (-$32.0M)
Filed 2026-11-04
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares1,643,655 from 1,649,953
Change-6,298 (0%)
Value$583.2M (-$110.8M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares1,415,282 from 1,487,217
Change-71,935 (-5%)
Value$501.9M (-$122.1M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,396,078 from 1,539,701
Change-143,623 (-9%)
Value$495.3M (-$152.3M)
Filed 2026-10-20
Asset Management One Co., Ltd.
INCREASED
Shares1,378,565 from 1,357,562
Change+21,003 (+2%)
Value$489.1M (-$81.9M)
Filed 2026-10-27
Hyperion Asset Management Ltd
INCREASED
Shares1,340,736 from 1,228,138
Change+112,598 (+9%)
Value$475.7M (-$40.8M)
Filed 2026-10-20
Cardano Risk Management B.V.
INCREASED
Shares1,222,923 from 861,418
Change+361,505 (+42%)
Value$433.9K (+$71.6K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares1,213,437 from 1,130,268
Change+83,169 (+7%)
Value$430.5M (-$44.9M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares1,181,614 from 1,106,753
Change+74,861 (+7%)
Value$419.2M (-$46.2M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares1,151,208 from 1,214,204
Change-62,996 (-5%)
Value$408.4K (-$510.3M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares1,103,596 from 466,069
Change+637,527 (+137%)
Value$391.6M (+$195.5M)
Filed 2026-10-28
Daiwa Securities Group Inc.
DECREASED
Shares1,085,039 from 1,221,794
Change-136,755 (-11%)
Value$385.0M (-$128.9M)
Filed 2026-10-29
Retirement Systems of Alabama
INCREASED
Shares1,050,729 from 830,752
Change+219,977 (+26%)
Value$372.8M (+$23.4M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares1,027,795 from 599,175
Change+428,620 (+72%)
Value$364.7K (-$251.6M)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
INCREASED
Shares923,802 from 910,397
Change+13,405 (+1%)
Value$327.8M (-$55.1M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
DECREASED
Shares903,714 from 969,237
Change-65,523 (-7%)
Value$320.6M (-$87.0M)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
DECREASED
Shares893,965 from 1,039,022
Change-145,057 (-14%)
Value$317.2M (-$119.8M)
Filed 2026-10-14
Xponance LLC
INCREASED
Shares841,209 from 805,044
Change+36,165 (+4%)
Value$298.5M (-$40.1M)
Filed 2026-11-03
OFI Invest Asset Management
INCREASED
Shares837,095 from 623,123
Change+213,972 (+34%)
Value$262.1M (+$32.0M)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED
Shares829,336 from 819,136
Change+10,200 (+1%)
Value$294.3K (-$344.2M)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares816,231 from 809,995
Change+6,236 (+1%)
Value$289.6M (-$51.1M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares810,706 from 787,760
Change+22,946 (+3%)
Value$287.6M (-$43.7M)
Filed 2026-11-02
Czech National Bank
INCREASED
Shares809,753 from 801,343
Change+8,410 (+1%)
Value$287.3M (-$49.7M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares801,184 from 780,920
Change+20,264 (+3%)
Value$284.3M (-$44.2M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares778,705 from 832,840
Change-54,135 (-6%)
Value$276.3M (-$74.0M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares761,037 from 772,166
Change-11,129 (-1%)
Value$270.0M (-$54.7M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares757,050 from 746,440
Change+10,610 (+1%)
Value$268.6M (-$45.3M)
Filed 2026-11-02
Prime Capital Management Co Ltd
UNCHANGED
Shares719,861 from 719,861
Change0 (0%)
Value$255.4M (-$47.4M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares711,322 from 701,047
Change+10,275 (+1%)
Value$252.4M (-$42.5M)
Filed 2026-11-06
State of Michigan Retirement System
DECREASED
Shares708,057 from 720,857
Change-12,800 (-2%)
Value$251.2M (-$52.0M)
Filed 2026-10-27
SEB Asset Management AB
INCREASED
Shares697,665 from 670,003
Change+27,662 (+4%)
Value$247.5M (-$34.3M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares682,294 from 668,404
Change+13,890 (+2%)
Value$242.1M (-$39.0M)
Filed 2026-10-27
Nykredit A/S
INCREASED
Shares678,856 from 623,903
Change+54,953 (+9%)
Value$240.9M (-$21.5M)
Filed 2026-11-06
IFM Investors Pty Ltd
INCREASED
Shares676,390 from 644,354
Change+32,036 (+5%)
Value$240.0M (-$31.0M)
Filed 2026-10-14
Rakuten Investment Management, Inc.
INCREASED
Shares674,381 from 600,424
Change+73,957 (+12%)
Value$237.9M (-$9.3M)
Filed 2026-10-30
Neumann Advisory Hong Kong Ltd
UNCHANGED
Shares649,768 from 649,768
Change0 (0%)
Value$230.5K (-$42.7K)
Filed 2026-10-08
AGF Management LTD
DECREASED
Shares630,526 from 656,200
Change-25,674 (-4%)
Value$223.7M (-$52.3M)
Filed 2026-11-03
Three Seasons Wealth, LLC
DECREASED
Shares627,317 from 627,449
Change-132 (0%)
Value$222.6M (-$41.3M)
Filed 2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares622,649 from 621,824
Change+825 (+0%)
Value$220.9M (-$40.6M)
Filed 2026-11-03
Amalgamated Bank
DECREASED
Shares560,498 from 572,468
Change-11,970 (-2%)
Value$198.9K (-$240.6M)
Filed 2026-10-23
MacKenzie Financial Corp
DECREASED
Shares558,363 from 707,361
Change-148,998 (-21%)
Value$198.1M (-$99.4M)
Filed 2026-11-02
Procyon Advisors, LLC
INCREASED
Shares551,652 from 549,079
Change+2,573 (+0%)
Value$10.0M (-$671.2K)
Filed 2026-10-21
Zevenbergen Capital Investments LLC
DECREASED
Shares521,985 from 534,122
Change-12,137 (-2%)
Value$185.2M (-$39.4M)
Filed 2026-10-08
Nisa Investment Advisors, LLC
DECREASED
Shares512,718 from 514,382
Change-1,664 (0%)
Value$181.9M (-$34.4M)
Filed 2026-10-20
Unicom Systems, Inc.
INCREASED
Shares510,661 from 448,661
Change+62,000 (+14%)
Value$181.2M (-$7.5M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares490,592 from 500,327
Change-9,735 (-2%)
Value$174.1K (-$210.3M)
Filed 2026-11-02
UniSuper Management Pty Ltd
INCREASED
Shares482,988 from 422,896
Change+60,092 (+14%)
Value$171.4M (-$6.5M)
Filed 2026-10-26
LBP AM SA
INCREASED
Shares456,349 from 406,049
Change+50,300 (+12%)
Value$161.9M (-$8.9M)
Filed 2026-11-06
OP Asset Management Ltd
INCREASED
Shares438,592 from 344,545
Change+94,047 (+27%)
Value$155.6M (+$10.7M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares425,548 from 366,825
Change+58,723 (+16%)
Value$152.4M (+$8.3M)
Filed 2026-10-13
New York Life Investment Management LLC
INCREASED
Shares424,474 from 423,945
Change+529 (+0%)
Value$150.6M (-$27.7M)
Filed 2026-11-04
Gateway Investment Advisers LLC
DECREASED
Shares418,231 from 428,717
Change-10,486 (-2%)
Value$148.4M (-$31.9M)
Filed 2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares417,691 from 403,974
Change+13,717 (+3%)
Value$148.2M (-$21.7M)
Filed 2026-10-20
Halter Ferguson Financial Inc.
DECREASED
Shares416,869 from 629,194
Change-212,325 (-34%)
Value$147.9M (-$116.7M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares411,475 from 343,242
Change+68,233 (+20%)
Value$145.7M (-$273.5K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares409,636 from 414,251
Change-4,615 (-1%)
Value$145.3M (-$28.9M)
Filed 2026-11-05
GF Fund Management Co. Ltd.
INCREASED
Shares390,362 from 374,911
Change+15,451 (+4%)
Value$138.5M (-$19.2M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares361,647 from 349,077
Change+12,570 (+4%)
Value$128.3M (-$18.5M)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
INCREASED
Shares346,463 from 346,113
Change+350 (+0%)
Value$122.9M (-$22.6M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares343,139 from 373,933
Change-30,794 (-8%)
Value$121.7M (-$35.5M)
Filed 2026-10-21
Virginia Retirement Systems ET Al
DECREASED
Shares333,468 from 384,660
Change-51,192 (-13%)
Value$118.3M (-$43.5M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares330,606 from 321,351
Change+9,255 (+3%)
Value$117.3M (-$17.9M)
Filed 2026-11-02
Candriam S.C.A.
INCREASED
Shares322,479 from 313,960
Change+8,519 (+3%)
Value$114.8M (-$17.1M)
Filed 2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares309,930 from 290,530
Change+19,400 (+7%)
Value$110.0M (-$12.2M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares308,638 from 317,527
Change-8,889 (-3%)
Value$109.5K (-$133.4M)
Filed 2026-10-15
ASR Vermogensbeheer N.V.
INCREASED
Shares296,638 from 280,761
Change+15,877 (+6%)
Value$105.3M (-$12.8M)
Filed 2026-10-16
Mutual of America Capital Management LLC
DECREASED
Shares291,414 from 293,107
Change-1,693 (-1%)
Value$103.4M (-$19.9M)
Filed 2026-10-23
Avanza Fonder AB
INCREASED
Shares287,507 from 258,128
Change+29,379 (+11%)
Value$102.0M (-$6.6M)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares286,898 from 279,997
Change+6,901 (+2%)
Value$101.8M (-$16.0M)
Filed 2026-10-29
Yousif Capital Management, LLC
DECREASED
Shares277,971 from 280,084
Change-2,113 (-1%)
Value$98.6M (-$19.2M)
Filed 2026-10-22
iA Global Asset Management Inc.
INCREASED
Shares277,739 from 211,114
Change+66,625 (+32%)
Value$98.5K (-$88.7M)
Filed 2026-10-29
SteelPeak Wealth, LLC
INCREASED
Shares277,241 from 203,996
Change+73,245 (+36%)
Value$98.4M (+$12.6M)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares276,915 from 258,842
Change+18,073 (+7%)
Value$98.3M (-$10.6M)
Filed 2026-10-22
Factory Mutual Insurance Co
DECREASED
Shares266,550 from 267,550
Change-1,000 (0%)
Value$94.6M (-$18.0M)
Filed 2026-10-30
Louisiana State Employees Retirement System
DECREASED
Shares258,600 from 260,200
Change-1,600 (-1%)
Value$91.8M (-$17.7M)
Filed 2026-10-20
ABN Amro Investment Solutions
INCREASED
Shares248,184 from 193,269
Change+54,915 (+28%)
Value$88.1M (+$6.8M)
Filed 2026-10-21
Generali Asset Management SPA SGR
INCREASED
Shares246,452 from 235,225
Change+11,227 (+5%)
Value$87.4M (-$11.5M)
Filed 2026-10-26
Ethic Inc.
INCREASED
Shares238,044 from 194,777
Change+43,267 (+22%)
Value$84.5M (+$2.5M)
Filed 2026-11-03
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares235,805 from 246,012
Change-10,207 (-4%)
Value$83.7M (-$19.8M)
Filed 2026-10-30
Privium Fund Management B.V.
DECREASED
Shares225,000 from 228,000
Change-3,000 (-1%)
Value$79.8M (-$16.1M)
Filed 2026-11-03
Gulf International Bank (UK) Ltd
INCREASED
Shares221,583 from 218,333
Change+3,250 (+1%)
Value$78.6K (-$91.8M)
Filed 2026-10-20
Midwest Trust Co
INCREASED
Shares214,234 from 185,258
Change+28,976 (+16%)
Value$76.0M (-$1.9M)
Filed 2026-10-22
Congress Asset Management Co
INCREASED
Shares206,310 from 1,565
Change+204,745 (+13083%)
Value$73.2M (+$72.5M)
Filed 2026-10-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares201,768 from 337,648
Change-135,880 (-40%)
Value$71.6M (-$70.4M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares187,822 from 184,231
Change+3,591 (+2%)
Value$66.6M (-$10.8M)
Filed 2026-11-06
Aegon Asset Management UK PLC
DECREASED
Shares185,862 from 206,095
Change-20,233 (-10%)
Value$65.9M (-$20.7M)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares182,517 from 204,638
Change-22,121 (-11%)
Value$64.8K (-$86.0M)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares178,617 from 157,119
Change+21,498 (+14%)
Value$63.4M (-$2.7M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares178,338 from 160,857
Change+17,481 (+11%)
Value$63.3M (-$4.4M)
Filed 2026-10-26
KTF Investments, LLC
INCREASED
Shares174,945 from 164,956
Change+9,989 (+6%)
Value$62.1M (-$7.3M)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares171,170 from 159,516
Change+11,654 (+7%)
Value$60.6M (-$7.2M)
Filed 2026-10-16
Titleist Asset Management, LLC
DECREASED
Shares166,905 from 167,562
Change-657 (0%)
Value$59.2M (-$11.3M)
Filed 2026-10-08
Global X Japan Co., Ltd.
DECREASED
Shares160,249 from 160,288
Change-39 (0%)
Value$56.9M (-$10.6M)
Filed 2026-10-21
Vontobel Holding Ltd.
INCREASED
Shares153,654 from 150,752
Change+2,902 (+2%)
Value$54.5M (-$8.9M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares152,504 from 135,987
Change+16,517 (+12%)
Value$36.2M (+$245.1K)
Filed 2026-10-16
Hartford Investment Management Co
DECREASED
Shares150,835 from 155,635
Change-4,800 (-3%)
Value$53.5M (-$11.9M)
Filed 2026-11-04
Illinois Municipal Retirement Fund
DECREASED
Shares150,447 from 153,300
Change-2,853 (-2%)
Value$53.4M (-$11.1M)
Filed 2026-11-05
Mirae Asset Securities (USA) Inc.
INCREASED
Shares150,389 from 50,240
Change+100,149 (+199%)
Value$53.4M (+$32.2M)
Filed 2026-10-15
Profund Advisors LLC
DECREASED
Shares149,884 from 153,480
Change-3,596 (-2%)
Value$53.2M (-$11.4M)
Filed 2026-10-29
Motley Fool Asset Management LLC
INCREASED
Shares148,036 from 109,948
Change+38,088 (+35%)
Value$52.5M (+$6.3M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares142,649 from 118,339
Change+24,310 (+21%)
Value$50.6M (+$864.3K)
Filed 2026-10-08
New Mexico Educational Retirement Board
UNCHANGED
Shares139,900 from 139,900
Change0 (0%)
Value$49.6K (-$58.8M)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares135,685 from 123,128
Change+12,557 (+10%)
Value$48.1M (-$3.6M)
Filed 2026-10-23
Crossmark Global Holdings, Inc.
DECREASED
Shares135,430 from 148,921
Change-13,491 (-9%)
Value$48.1M (-$14.6M)
Filed 2026-10-21
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares133,225 from 123,417
Change+9,808 (+8%)
Value$47.3M (-$4.6M)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares132,592 from 112,227
Change+20,365 (+18%)
Value$55.8M (+$8.6M)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares132,325 from 159,971
Change-27,646 (-17%)
Value$47.0M (-$20.3M)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares132,025 from 120,754
Change+11,271 (+9%)
Value$46.8M (-$3.9M)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares130,670 from 143,617
Change-12,947 (-9%)
Value$46.4M (-$14.0M)
Filed 2026-11-06
Natixis
DECREASED
Shares129,504 from 421,796
Change-292,292 (-69%)
Value$45.9M (-$131.5M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares128,800 from 125,184
Change+3,616 (+3%)
Value$45.7K (-$52.6M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares126,889 from 111,315
Change+15,574 (+14%)
Value$45.0M (-$1.8M)
Filed 2026-10-29
Adams Diversified Equity Fund, Inc.
DECREASED
Shares126,100 from 127,200
Change-1,100 (-1%)
Value$44.7M (-$8.8M)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares125,796 from 124,137
Change+1,659 (+1%)
Value$44.5M (-$7.2M)
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED
Shares124,454 from 118,606
Change+5,848 (+5%)
Value$44.2M (-$5.7M)
Filed 2026-10-26
Border to Coast Pensions Partnership Ltd
DECREASED
Shares123,422 from 212,124
Change-88,702 (-42%)
Value$43.7K (-$89.1M)
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares123,099 from 121,528
Change+1,571 (+1%)
Value$43.7M (-$7.4M)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares119,936 from 119,742
Change+194 (+0%)
Value$42.6M (-$7.8M)
Filed 2026-10-20
Straight Path Wealth Management
INCREASED
Shares118,591 from 118,395
Change+196 (+0%)
Value$42.1M (-$7.7M)
Filed 2026-10-23
OAK Ridge Investments LLC
DECREASED
Shares115,701 from 121,438
Change-5,737 (-5%)
Value$41.1M (-$10.0M)
Filed 2026-10-30
J. Safra Sarasin Holding AG
DECREASED
Shares115,430 from 120,357
Change-4,927 (-4%)
Value$41.9M (-$6.0M)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares115,213 from 114,499
Change+714 (+1%)
Value$40.9M (-$7.3M)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares112,784 from 112,627
Change+157 (+0%)
Value$40.0M (-$7.4M)
Filed 2026-10-23
First Citizens Bank & Trust Co
INCREASED
Shares110,086 from 85,268
Change+24,818 (+29%)
Value$39.1M (+$3.2M)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares109,834 from 120,631
Change-10,797 (-9%)
Value$39.0M (-$7.7M)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares109,061 from 107,833
Change+1,228 (+1%)
Value$38.7M (-$6.7M)
Filed 2026-10-22
Cornerstone Advisors, LLC
UNCHANGED
Shares106,428 from 106,428
Change0 (0%)
Value$37.8M (-$7.0M)
Filed 2026-11-06
Baker Avenue Asset Management, LP
INCREASED
Shares105,309 from 97,355
Change+7,954 (+8%)
Value$37.4M (-$3.6M)
Filed 2026-11-06
Howard Capital Management, LLC
DECREASED
Shares103,172 from 103,184
Change-12 (0%)
Value$36.6M (-$6.8M)
Filed 2026-10-16
Riverbridge Partners LLC
DECREASED
Shares101,375 from 107,923
Change-6,548 (-6%)
Value$36.0M (-$9.4M)
Filed 2026-11-05
Systrade AG
INCREASED
Shares101,000 from 1,000
Change+100,000 (+10000%)
Value$35.8M (+$35.4M)
Filed 2026-10-09
Jefferies Financial Group Inc.
DECREASED
Shares100,489 from 221,923
Change-121,434 (-55%)
Value$35.6M (-$57.7M)
Filed 2026-11-05
Aberdeen Group plc
DECREASED
Shares98,558 from 5,109,041
Change-5,010,483 (-98%)
Value$3.9M (-$2.1B)
Filed 2026-11-06
AIA Group Ltd
DECREASED
Shares97,358 from 117,319
Change-19,961 (-17%)
Value$34.5M (-$14.8M)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares96,761 from 91,080
Change+5,681 (+6%)
Value$34.3M (-$4.0M)
Filed 2026-10-23
Nightview Capital, LLC
DECREASED
Shares96,648 from 99,165
Change-2,517 (-3%)
Value$34.3M (-$7.4M)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares95,997 from 97,534
Change-1,537 (-2%)
Value$34.1M (-$7.0M)
Filed 2026-10-20
Compagnie Lombard Odier SCmA
INCREASED
Shares95,235 from 94,733
Change+502 (+1%)
Value$33.8M (-$6.1M)
Filed 2026-11-04
Shariaportfolio, Inc.
INCREASED
Shares93,983 from 92,368
Change+1,615 (+2%)
Value$33.3M (-$5.5M)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares93,318 from 93,777
Change-459 (0%)
Value$33.1M (-$6.3M)
Filed 2026-10-28
Sterling Capital Management LLC
DECREASED
Shares93,221 from 97,749
Change-4,528 (-5%)
Value$33.1M (-$8.0M)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares93,014 from 99,312
Change-6,298 (-6%)
Value$33.0M (-$8.8M)
Filed 2026-10-28
Brighton Jones LLC
DECREASED
Shares91,660 from 95,186
Change-3,526 (-4%)
Value$32.5M (-$7.5M)
Filed 2026-11-03
Raiffeisen Bank International AG
INCREASED
Shares90,637 from 55,830
Change+34,807 (+62%)
Value$32.0M (+$9.0M)
Filed 2026-10-28
HUB Investment Partners, LLC
DECREASED
Shares90,078 from 112,089
Change-22,011 (-20%)
Value$32.0M (-$15.2M)
Filed 2026-11-03
North Dakota State Investment Board
INCREASED
Shares89,473 from 86,131
Change+3,342 (+4%)
Value$31.7M (-$4.5M)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares89,254 from 86,199
Change+3,055 (+4%)
Value$31.7K (-$36.2M)
Filed 2026-10-22
Chilton Capital Management LLC
INCREASED
Shares88,757 from 87,693
Change+1,064 (+1%)
Value$31.5M (-$5.4M)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares88,382 from 85,663
Change+2,719 (+3%)
Value$31.4M (-$4.7M)
Filed 2026-10-27
Independent Financial Group, LLC
DECREASED
Shares86,395 from 91,049
Change-4,654 (-5%)
Value$30.7M (-$7.6M)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares84,741 from 82,119
Change+2,622 (+3%)
Value$30.1M (-$4.5M)
Filed 2026-10-28
Triglav Investments, D.O.O.
INCREASED
Shares84,335 from 80,724
Change+3,611 (+4%)
Value$29.9M (-$4.0M)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares83,456 from 82,883
Change+573 (+1%)
Value$29.6M (-$5.2M)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares83,340 from 81,299
Change+2,041 (+3%)
Value$29.6M (-$4.6M)
Filed 2026-11-04
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares83,220 from 67,770
Change+15,450 (+23%)
Value$29.5M (+$1.0M)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares81,211 from 77,875
Change+3,336 (+4%)
Value$28.8M (-$3.9M)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares80,129 from 107,200
Change-27,071 (-25%)
Value$28.4M (-$16.7M)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares79,046 from 64,307
Change+14,739 (+23%)
Value$28.0M (+$1.0M)
Filed 2026-10-28
Lingotto Investment Management LLP
INCREASED
Shares79,039 from 70,039
Change+9,000 (+13%)
Value$28.0M (-$1.4M)
Filed 2026-10-27
Quadrant Capital Group LLC
INCREASED
Shares78,549 from 77,521
Change+1,028 (+1%)
Value$29.5M (-$3.1M)
Filed 2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED
Shares78,389 from 67,283
Change+11,106 (+17%)
Value$27.7M (-$640.5K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares78,156 from 76,644
Change+1,512 (+2%)
Value$27.7M (-$4.5M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares77,214 from 76,362
Change+852 (+1%)
Value$27.4M (-$4.7M)
Filed 2026-11-05
PKO Investment Management Joint-Stock Co
INCREASED
Shares77,152 from 61,500
Change+15,652 (+25%)
Value$27.4M (+$1.5M)
Filed 2026-10-19
Meitav Investment House LTD
DECREASED
Shares77,097 from 85,190
Change-8,093 (-9%)
Value$27.4M (-$8.5M)
Filed 2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares76,532 from 76,648
Change-116 (0%)
Value$27.2M (-$5.1M)
Filed 2026-10-22
CX Institutional
DECREASED
Shares73,668 from 79,450
Change-5,782 (-7%)
Value$26.1K (-$7.3K)
Filed 2026-10-02
Mezzasalma Advisors, LLC
INCREASED
Shares73,627 from 66,526
Change+7,101 (+11%)
Value$26.0M (-$2.0M)
Filed 2026-10-14
Securian Asset Management, Inc
DECREASED
Shares73,206 from 74,812
Change-1,606 (-2%)
Value$26.0M (-$2.5M)
Filed 2026-11-06
Kintegral Advisory, LLC
INCREASED
Shares73,013 from 72,601
Change+412 (+1%)
Value$25.9M (-$4.6M)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares72,599 from 70,538
Change+2,061 (+3%)
Value$25.8M (-$3.9M)
Filed 2026-10-08
Meridian Wealth Management, LLC
INCREASED
Shares72,571 from 71,678
Change+893 (+1%)
Value$25.7M (-$4.4M)
Filed 2026-11-05
Slow Capital, Inc.
INCREASED
Shares72,560 from 72,401
Change+159 (+0%)
Value$25.7M (-$4.7M)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares71,856 from 71,899
Change-43 (0%)
Value$25.5M (-$4.7M)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares71,050 from 71,476
Change-426 (-1%)
Value$25.8M (+$3.6M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares71,050 from 71,476
Change-426 (-1%)
Value$25.8M (+$3.6M)
Filed 2026-10-20
Oppenheimer Asset Management Inc.
INCREASED
Shares70,791 from 60,200
Change+10,591 (+18%)
Value$25.1M (-$202.8K)
Filed 2026-10-27
Knights of Columbus Asset Advisors LLC
DECREASED
Shares70,363 from 70,717
Change-354 (0%)
Value$25.0M (-$4.8M)
Filed 2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED
Shares68,832 from 46,639
Change+22,193 (+48%)
Value$24.4M (+$4.8M)
Filed 2026-10-08
JAG Capital Management, LLC
INCREASED
Shares67,105 from 65,617
Change+1,488 (+2%)
Value$23.8M (-$3.8M)
Filed 2026-11-06
Plato Investment Management Ltd
INCREASED
Shares66,758 from 64,537
Change+2,221 (+3%)
Value$23.8M (-$3.2M)
Filed 2026-11-05
Private Advisory Group LLC
INCREASED
Shares66,019 from 59,230
Change+6,789 (+11%)
Value$23.4M (-$1.5M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares65,780 from 52,780
Change+13,000 (+25%)
Value$26.3M (+$4.1M)
Filed 2026-11-04
Tamar Securities, LLC
INCREASED
Shares64,935 from 60,640
Change+4,295 (+7%)
Value$23.0M (-$2.5M)
Filed 2026-11-03
United Capital Management of KS, Inc.
INCREASED
Shares63,637 from 62,360
Change+1,277 (+2%)
Value$22.6M (-$3.6M)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares62,813 from 52,554
Change+10,259 (+20%)
Value$22.3M (+$182.2K)
Filed 2026-11-04
Praxis Investment Management Inc
DECREASED
Shares62,787 from 62,842
Change-55 (0%)
Value$22.3K (-$26.4M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares62,347 from 59,509
Change+2,838 (+5%)
Value$22.1M (-$2.9M)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares62,170 from 62,104
Change+66 (+0%)
Value$22.1M (-$4.1M)
Filed 2026-10-30
Valeo Financial Advisors, LLC
INCREASED
Shares61,909 from 57,659
Change+4,250 (+7%)
Value$22.0M (-$2.3M)
Filed 2026-10-08
Ritholtz Wealth Management
DECREASED
Shares61,827 from 62,533
Change-706 (-1%)
Value$21.9M (-$4.4M)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares61,468 from 56,016
Change+5,452 (+10%)
Value$23.1M (+$209.6K)
Filed 2026-10-09
Private Capital Advisors, Inc.
INCREASED
Shares60,588 from 60,012
Change+576 (+1%)
Value$21.5M (-$3.7M)
Filed 2026-10-06
Calamos Wealth Management LLC
INCREASED
Shares60,296 from 59,369
Change+927 (+2%)
Value$21.4M (-$3.6M)
Filed 2026-11-02
Ariston Services Group
INCREASED
Shares59,821 from 59,789
Change+32 (+0%)
Value$21.2M (-$3.9M)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares57,648 from 57,532
Change+116 (+0%)
Value$20.5M (-$3.7M)
Filed 2026-11-06
Pinnacle Associates LTD
INCREASED
Shares57,551 from 57,515
Change+36 (+0%)
Value$20.4M (-$3.8M)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares56,101 from 51,056
Change+5,045 (+10%)
Value$19.9M (-$1.6M)
Filed 2026-10-23
McCollum Christoferson Group LLC
DECREASED
Shares55,837 from 57,248
Change-1,411 (-2%)
Value$7.1M (-$1.9M)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares55,715 from 52,501
Change+3,214 (+6%)
Value$19.7M (-$2.3M)
Filed 2026-11-05
Sicart Associates LLC
INCREASED
Shares55,232 from 50,879
Change+4,353 (+9%)
Value$19.6M (-$1.8M)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares55,120 from 42,742
Change+12,378 (+29%)
Value$19.6M (+$1.6M)
Filed 2026-10-28
Abner Herrman & Brock LLC
DECREASED
Shares54,543 from 57,280
Change-2,737 (-5%)
Value$19.4K (-$4.7K)
Filed 2026-10-20
Eulav Asset Management
INCREASED
Shares54,504 from 54,500
Change+4 (+0%)
Value$19.3M (-$3.6M)
Filed 2026-10-23
Sierra Summit Advisors LLC
INCREASED
Shares54,387 from 54,205
Change+182 (+0%)
Value$19.3M (-$3.5M)
Filed 2026-10-28
AM Investment Strategies LLC
INCREASED
Shares54,166 from 53,435
Change+731 (+1%)
Value$19.2K (-$3.3K)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares53,904 from 47,847
Change+6,057 (+13%)
Value$19.1M (-$998.8K)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares53,775 from 58,382
Change-4,607 (-8%)
Value$19.1M (-$5.5M)
Filed 2026-10-27
Ninety One UK Ltd
INCREASED
Shares53,752 from 48,797
Change+4,955 (+10%)
Value$19.1M (-$1.5M)
Filed 2026-10-15
GFS Advisors, LLC
DECREASED
Shares52,965 from 73,040
Change-20,075 (-27%)
Value$18.8M (+$18.5M)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares52,516 from 54,008
Change-1,492 (-3%)
Value$18.6M (-$4.4M)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares52,231 from 44,981
Change+7,250 (+16%)
Value$18.5K (-$18.9M)
Filed 2026-10-28
Sepio Capital, LP
INCREASED
Shares52,148 from 50,466
Change+1,682 (+3%)
Value$18.5M (-$2.7M)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares52,146 from 49,553
Change+2,593 (+5%)
Value$18.5M (-$2.3M)
Filed 2026-11-05
Fideuram Asset Management (Ireland) dac
INCREASED
Shares51,924 from 37,192
Change+14,732 (+40%)
Value$18.6M (+$3.7M)
Filed 2026-10-29
Robeco Schweiz AG
INCREASED
Shares50,058 from 45,314
Change+4,744 (+10%)
Value$17.8M (-$1.3M)
Filed 2026-10-23
Baker Chad R
UNCHANGED
Shares49,739 from 49,739
Change0 (0%)
Value$17.6M (-$3.3M)
Filed 2026-10-22
Moors & Cabot, Inc.
INCREASED
Shares49,485 from 46,030
Change+3,455 (+8%)
Value$17.6M (-$1.8M)
Filed 2026-11-06
Greenleaf Trust
DECREASED
Shares49,418 from 50,990
Change-1,572 (-3%)
Value$17.5M (-$3.9M)
Filed 2026-10-29
Reynders McVeigh Capital Management, LLC
DECREASED
Shares49,214 from 49,233
Change-19 (0%)
Value$17.5M (-$3.2M)
Filed 2026-10-30
Florida Trust Wealth Management Co
INCREASED
Shares48,948 from 44,869
Change+4,079 (+9%)
Value$17.4M (-$1.5M)
Filed 2026-11-05
Miramontes Capital, LLC
INCREASED
Shares48,421 from 47,626
Change+795 (+2%)
Value$17.2M (-$2.9M)
Filed 2026-10-19
Alps Advisors Inc
DECREASED
Shares48,230 from 51,899
Change-3,669 (-7%)
Value$17.1M (-$4.7M)
Filed 2026-11-03
Venture Visionary Partners LLC
DECREASED
Shares48,026 from 48,257
Change-231 (0%)
Value$17.0M (-$3.3M)
Filed 2026-10-07
Cache Advisors, LLC
INCREASED
Shares47,686 from 42,106
Change+5,580 (+13%)
Value$16.9M (-$988.2K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
INCREASED
Shares47,608 from 37,805
Change+9,803 (+26%)
Value$16.9M (+$990.9K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares47,431 from 37,690
Change+9,741 (+26%)
Value$16.8M (+$976.4K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares47,425 from 63,989
Change-16,564 (-26%)
Value$16.8M (-$10.1M)
Filed 2026-11-04
Cohen Klingenstein LLC
UNCHANGED
Shares46,545 from 46,545
Change0 (0%)
Value$16.5M (-$3.1M)
Filed 2026-10-15
VestGen Advisors, LLC
INCREASED
Shares46,346 from 46,212
Change+134 (+0%)
Value$16.4M (-$3.0M)
Filed 2026-10-27
V-Square Quantitative Management LLC
INCREASED
Shares46,278 from 44,183
Change+2,095 (+5%)
Value$16.4M (-$2.2M)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
INCREASED
Shares46,073 from 42,792
Change+3,281 (+8%)
Value$18.6M (+$582.9K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares45,699 from 69,230
Change-23,531 (-34%)
Value$16.2M (-$12.9M)
Filed 2026-10-21
Howland Capital Management LLC
DECREASED
Shares45,476 from 53,185
Change-7,709 (-14%)
Value$16.1M (-$6.2M)
Filed 2026-10-22
Peterson Wealth Services
INCREASED
Shares45,154 from 43,340
Change+1,814 (+4%)
Value$16.0M (-$2.2M)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares44,685 from 40,401
Change+4,284 (+11%)
Value$15.9M (-$1.1M)
Filed 2026-10-23
GoalVest Advisory LLC
INCREASED
Shares44,506 from 14,521
Change+29,985 (+206%)
Value$5.4M (-$729.7K)
Filed 2026-10-02
Azzad Asset Management Inc
DECREASED
Shares44,377 from 45,473
Change-1,096 (-2%)
Value$15.7M (-$3.4M)
Filed 2026-11-04
Crocodile Capital Partners GmbH
NEW
Shares43,715
Change+43,715
Value$15.5M
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares43,600 from 38,794
Change+4,806 (+12%)
Value$15.5M (-$847.0K)
Filed 2026-10-05
IFP Advisors, Inc
INCREASED
Shares43,184 from 41,167
Change+2,017 (+5%)
Value$15.3M (-$2.0M)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares42,922 from 39,553
Change+3,369 (+9%)
Value$15.2M (-$1.4M)
Filed 2026-10-21
Teamwork Financial Advisors, LLC
DECREASED
Shares42,882 from 46,810
Change-3,928 (-8%)
Value$15.2M (-$4.5M)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares42,331 from 50,431
Change-8,100 (-16%)
Value$15.0M (-$6.2M)
Filed 2026-10-14
King Luther Capital Management Corp
DECREASED
Shares42,157 from 51,757
Change-9,600 (-19%)
Value$15.0M (-$6.8M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares41,999 from 41,216
Change+783 (+2%)
Value$14.9M (-$2.4M)
Filed 2026-10-21
Generate Investment Management Ltd
INCREASED
Shares41,753 from 20,855
Change+20,898 (+100%)
Value$14.8M (+$6.0M)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares41,649 from 40,640
Change+1,009 (+2%)
Value$14.8M (-$2.2M)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
DECREASED
Shares41,625 from 42,960
Change-1,335 (-3%)
Value$14.8M (-$3.3M)
Filed 2026-10-16
Auxano Advisors, LLC
DECREASED
Shares40,416 from 41,106
Change-690 (-2%)
Value$14.3M (-$2.9M)
Filed 2026-11-06
Destiny Wealth Partners, LLC
INCREASED
Shares40,015 from 32,107
Change+7,908 (+25%)
Value$16.2M (+$6.2M)
Filed 2026-11-05
Tema Etfs LLC
INCREASED
Shares40,010 from 33,941
Change+6,069 (+18%)
Value$14.2M (-$79.6K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares39,978 from 35,574
Change+4,404 (+12%)
Value$14.2M (-$777.5K)
Filed 2026-10-08
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares39,780 from 48,969
Change-9,189 (-19%)
Value$14.1M (-$6.5M)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares39,654 from 42,245
Change-2,591 (-6%)
Value$14.1M (-$3.7M)
Filed 2026-11-05
J. Derek Lewis & Associates Inc.
DECREASED
Shares38,962 from 40,130
Change-1,168 (-3%)
Value$13.8M (-$3.1M)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares38,492 from 38,535
Change-43 (0%)
Value$13.7M (-$2.6M)
Filed 2026-10-22
Diversified Trust Co
DECREASED
Shares38,220 from 42,532
Change-4,312 (-10%)
Value$13.6M (-$4.3M)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
DECREASED
Shares38,103 from 38,445
Change-342 (-1%)
Value$13.5M (-$2.7M)
Filed 2026-10-26
Greenwood Gearhart LLC
INCREASED
Shares38,084 from 36,324
Change+1,760 (+5%)
Value$13.5M (-$1.8M)
Filed 2026-11-02
San Luis Wealth Advisors LLC
INCREASED
Shares37,590 from 29,332
Change+8,258 (+28%)
Value$13.3M (+$1.0M)
Filed 2026-10-27
Fisher Asset Management, LLC
INCREASED
Shares37,587 from 35,424
Change+2,163 (+6%)
Value$13.3M (-$1.6M)
Filed 2026-11-06
Once Capital Management, LLC
INCREASED
Shares37,000 from 32,000
Change+5,000 (+16%)
Value$13.1M (-$331.2K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares36,758 from 10,687
Change+26,071 (+244%)
Value$13.0M (+$8.5M)
Filed 2026-10-16
Nemes Rush Group LLC
INCREASED
Shares36,297 from 35,917
Change+380 (+1%)
Value$12.9M (-$2.2M)
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares36,268 from 33,146
Change+3,122 (+9%)
Value$12.9M (-$1.1M)
Filed 2026-10-27
Strategic Planning Group, LLC
INCREASED
Shares36,227 from 33,508
Change+2,719 (+8%)
Value$12.9M (-$1.2M)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares36,038 from 31,794
Change+4,244 (+13%)
Value$13.4M (+$3.2M)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares35,998 from 36,301
Change-303 (-1%)
Value$12.8M (-$2.5M)
Filed 2026-10-22
Courier Capital LLC
INCREASED
Shares35,761 from 1,093
Change+34,668 (+3172%)
Value$7.1M (+$6.6M)
Filed 2026-10-19
Cooper Financial Group
DECREASED
Shares35,654 from 37,531
Change-1,877 (-5%)
Value$12.7M (-$3.1M)
Filed 2026-10-07
Sowell Financial Services LLC
INCREASED
Shares35,065 from 32,746
Change+2,319 (+7%)
Value$12.4M (-$1.3M)
Filed 2026-10-23
AlpenGlobal Capital LLC
DECREASED
Shares35,028 from 35,511
Change-483 (-1%)
Value$12.4M (-$2.5M)
Filed 2026-11-06
Petredis Investment Advisors LLC
DECREASED
Shares34,960 from 35,192
Change-232 (-1%)
Value$12.4M (-$2.4M)
Filed 2026-10-20
Strong Tower Advisory Services
INCREASED
Shares34,374 from 33,513
Change+861 (+3%)
Value$12.2M (-$1.9M)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares34,140 from 43,794
Change-9,654 (-22%)
Value$12.1M (-$6.3M)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares33,361 from 26,232
Change+7,129 (+27%)
Value$11.8M (+$803.5K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
INCREASED
Shares33,294 from 30,578
Change+2,716 (+9%)
Value$11.8M (-$1.0M)
Filed 2026-11-06
Patriot Investment Management Group, Inc.
INCREASED
Shares32,700 from 4,114
Change+28,586 (+695%)
Value$11.6M (+$9.9M)
Filed 2026-10-15
Generali Investments, Management Co LLC
DECREASED
Shares32,546 from 38,814
Change-6,268 (-16%)
Value$11.5M (-$4.8M)
Filed 2026-10-19
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares32,284 from 27,945
Change+4,339 (+16%)
Value$11.4K (-$11.7M)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares32,268 from 21,910
Change+10,358 (+47%)
Value$11.4M (+$2.2M)
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares32,260 from 37,452
Change-5,192 (-14%)
Value$11.4M (-$4.3M)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares32,186 from 14,089
Change+18,097 (+128%)
Value$11.4M (+$5.5M)
Filed 2026-10-29
Synergy Asset Management, LLC
DECREASED
Shares32,160 from 34,729
Change-2,569 (-7%)
Value$11.4M (-$3.2M)
Filed 2026-11-05
180 Wealth Advisors, LLC
INCREASED
Shares32,047 from 30,999
Change+1,048 (+3%)
Value$11.4M (-$1.7M)
Filed 2026-11-03
Fulton Bank, N.A.
INCREASED
Shares31,497 from 30,346
Change+1,151 (+4%)
Value$11.2M (-$1.6M)
Filed 2026-10-14
Regions Financial Corp
INCREASED
Shares31,365 from 30,405
Change+960 (+3%)
Value$11.1M (-$1.7M)
Filed 2026-11-05
Trust Asset Management LLC
DECREASED
Shares31,089 from 31,107
Change-18 (0%)
Value$11.0M (-$2.1M)
Filed 2026-11-03
Icici Prudential Asset Management Co Ltd
INCREASED
Shares31,054 from 29,924
Change+1,130 (+4%)
Value$11.0M (-$1.6M)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares30,844 from 27,615
Change+3,229 (+12%)
Value$10.9M (-$671.5K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares30,782 from 46,138
Change-15,356 (-33%)
Value$10.9M (-$8.5M)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares30,734 from 26,754
Change+3,980 (+15%)
Value$10.9M (-$113.6K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares30,544 from 29,807
Change+737 (+2%)
Value$10.8M (-$1.7M)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares30,287 from 33,762
Change-3,475 (-10%)
Value$10.7M (-$3.5M)
Filed 2026-10-20
Traynor Capital Management, Inc.
DECREASED
Shares30,114 from 32,379
Change-2,265 (-7%)
Value$10.7M (-$2.9M)
Filed 2026-10-29
Lavelle Capital LP
DECREASED
Shares30,078 from 91,628
Change-61,550 (-67%)
Value$10.7M (-$27.9M)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares30,050 from 32,908
Change-2,858 (-9%)
Value$10.7M (-$3.2M)
Filed 2026-10-28
Shengqi Capital (Hong Kong) Ltd
NEW
Shares30,000
Change+30,000
Value$10.6M
Filed 2026-11-05
Means Investment Co., Inc.
INCREASED
Shares29,922 from 28,864
Change+1,058 (+4%)
Value$10.6M (-$1.5M)
Filed 2026-11-03
GenTrust, LLC
INCREASED
Shares29,907 from 29,567
Change+340 (+1%)
Value$10.6M (-$1.8M)
Filed 2026-11-06
Defender Capital, Llc.
DECREASED
Shares29,880 from 29,925
Change-45 (0%)
Value$10.6M (-$2.0M)
Filed 2026-10-01
Maple Capital Management, Inc.
INCREASED
Shares29,687 from 26,852
Change+2,835 (+11%)
Value$10.5M (-$760.7K)
Filed 2026-11-02
Shah Wealth Advisors, LLC
DECREASED
Shares29,484 from 30,288
Change-804 (-3%)
Value$10.5M (-$2.3M)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares29,202 from 26,110
Change+3,092 (+12%)
Value$10.4M (-$620.7K)
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares29,109 from 27,143
Change+1,966 (+7%)
Value$10.9M (-$500.4K)
Filed 2026-10-09
BNC Wealth Management, LLC
INCREASED
Shares29,029 from 28,318
Change+711 (+3%)
Value$10.3M (-$1.6M)
Filed 2026-10-19
Summit Securities Group LLC
NEW
Shares28,876
Change+28,876
Value$10.2M
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares28,750 from 28,617
Change+133 (+0%)
Value$10.2M (-$1.8M)
Filed 2026-10-30
Accurate Wealth Management, LLC
INCREASED
Shares28,749 from 28,012
Change+737 (+3%)
Value$10.8M (-$634.2K)
Filed 2026-10-20
TBH Global Asset Management, LLC
INCREASED
Shares28,147 from 5,313
Change+22,834 (+430%)
Value$10.0M (+$7.8M)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares28,022 from 13
Change+28,009 (+215454%)
Value$9.9M (+$9.9M)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares28,005 from 33,967
Change-5,962 (-18%)
Value$9.9M (-$4.4M)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares27,942 from 27,912
Change+30 (+0%)
Value$9.9M (-$1.8M)
Filed 2026-10-13
Avaii Wealth Management, LLC
DECREASED
Shares27,896 from 28,528
Change-632 (-2%)
Value$10.3M (-$1.7M)
Filed 2026-10-09
Level Four Advisory Services, LLC
INCREASED
Shares27,793 from 26,480
Change+1,313 (+5%)
Value$9.9M (-$1.3M)
Filed 2026-11-06
Nfsg Corp
INCREASED
Shares27,620 from 26,354
Change+1,266 (+5%)
Value$9.8M (-$1.3M)
Filed 2026-10-15
Focused Wealth Management, Inc
INCREASED
Shares27,612 from 27,234
Change+378 (+1%)
Value$9.8M (-$1.7M)
Filed 2026-10-30
Cigna Investments Inc
DECREASED
Shares27,253 from 27,449
Change-196 (-1%)
Value$9.7K (-$11.5M)
Filed 2026-10-19
Bochk Asset Management Ltd
DECREASED
Shares26,803 from 27,003
Change-200 (-1%)
Value$9.5M (-$1.8M)
Filed 2026-10-29
Sage Rhino Capital LLC
INCREASED
Shares26,671 from 26,665
Change+6 (+0%)
Value$9.5M (-$1.8M)
Filed 2026-10-28
Equitable Trust Co
INCREASED
Shares26,384 from 18,830
Change+7,554 (+40%)
Value$9.4M (+$1.4M)
Filed 2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED
Shares26,366 from 24,921
Change+1,445 (+6%)
Value$9.4M (-$1.1M)
Filed 2026-10-14
Fortem Financial Group, LLC
DECREASED
Shares26,265 from 26,336
Change-71 (0%)
Value$9.3M (-$1.8M)
Filed 2026-10-20
HBK Sorce Advisory LLC
INCREASED
Shares26,223 from 25,551
Change+672 (+3%)
Value$9.0M (+$796.7K)
Filed 2026-11-06
Masterinvest Kapitalanlage GmbH
DECREASED
Shares26,033 from 38,095
Change-12,062 (-32%)
Value$9.2M (-$6.8M)
Filed 2026-11-03
Rakuten Securities, Inc.
DECREASED
Shares25,989 from 30,282
Change-4,293 (-14%)
Value$9.2M (-$3.5M)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares25,789 from 24,918
Change+871 (+4%)
Value$9.2M (-$1.3M)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares25,706 from 25,950
Change-244 (-1%)
Value$9.1M (-$1.8M)
Filed 2026-11-04
Secure Asset Management, LLC
INCREASED
Shares25,619 from 22,590
Change+3,029 (+13%)
Value$9.1M (-$411.6K)
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares25,503 from 22,335
Change+3,168 (+14%)
Value$9.0M (-$345.4K)
Filed 2026-10-22
Northeast Investment Management
DECREASED
Shares25,419 from 25,749
Change-330 (-1%)
Value$9.0M (-$1.8M)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares25,403 from 25,528
Change-125 (0%)
Value$9.0M (-$1.7M)
Filed 2026-11-04
Eagle Bay Advisors LLC
DECREASED
Shares25,370 from 25,523
Change-153 (-1%)
Value$9.0M (-$1.7M)
Filed 2026-10-16
Wynn Capital, LLC
INCREASED
Shares25,299 from 25,219
Change+80 (+0%)
Value$9.0M (-$1.6M)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares25,054 from 28,170
Change-3,116 (-11%)
Value$8.9M (-$3.0M)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares25,040 from 27,097
Change-2,057 (-8%)
Value$8.9M (-$2.5M)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares24,923 from 24,714
Change+209 (+1%)
Value$8.8M (-$1.6M)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares24,769 from 22,272
Change+2,497 (+11%)
Value$8.8M (-$579.3K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares24,428 from 25,484
Change-1,056 (-4%)
Value$8.7M (-$2.1M)
Filed 2026-11-02
Portside Wealth Group, LLC
DECREASED
Shares24,230 from 25,949
Change-1,719 (-7%)
Value$8.6M (-$2.3M)
Filed 2026-10-20
SVB Wealth LLC
DECREASED
Shares24,217 from 24,246
Change-29 (0%)
Value$8.6M (-$1.6M)
Filed 2026-11-06
Noesis Capital Mangement Corp
DECREASED
Shares24,023 from 24,348
Change-325 (-1%)
Value$8.5M (-$1.7M)
Filed 2026-10-26
Principle Wealth Partners LLC
INCREASED
Shares23,769 from 23,012
Change+757 (+3%)
Value$8.4M (-$1.2M)
Filed 2026-11-02
Royal Fund Management, LLC
INCREASED
Shares23,292 from 18,299
Change+4,993 (+27%)
Value$8.3M (+$567.7K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares23,153 from 22,740
Change+413 (+2%)
Value$8.2M (-$1.3M)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
INCREASED
Shares23,027 from 17,879
Change+5,148 (+29%)
Value$8.1M (+$662.4K)
Filed 2026-10-22
Draper Asset Management, LLC
DECREASED
Shares23,012 from 23,091
Change-79 (0%)
Value$8.2M (-$1.5M)
Filed 2026-10-09
Verde Capital Management
INCREASED
Shares22,908 from 22,097
Change+811 (+4%)
Value$8.1M (-$1.2M)
Filed 2026-10-28
Navigation Group, LLC
DECREASED
Shares22,891 from 38,017
Change-15,126 (-40%)
Value$8.1M (-$7.9M)
Filed 2026-10-28
Platform Technology Partners
INCREASED
Shares22,854 from 19,801
Change+3,053 (+15%)
Value$8.1M (-$219.5K)
Filed 2026-11-02
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares22,632 from 20,941
Change+1,691 (+8%)
Value$8.0M (-$777.7K)
Filed 2026-10-16
Great Lakes Advisors, LLC
INCREASED
Shares22,619 from 21,083
Change+1,536 (+7%)
Value$8.0M (-$842.3K)
Filed 2026-11-06
Lazari Capital Management, Inc.
INCREASED
Shares22,546 from 22,462
Change+84 (+0%)
Value$8.0M (-$1.4M)
Filed 2026-10-20
Weaver Capital Management LLC
INCREASED
Shares22,474 from 14,250
Change+8,224 (+58%)
Value$8.0M (+$2.7M)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares22,435 from 21,138
Change+1,297 (+6%)
Value$8.0M (-$930.5K)
Filed 2026-10-27
Laurion Capital Management LP
NEW
Shares22,422
Change+22,422
Value$8.0M
Filed 2026-10-30
Burford Brothers, Inc.
DECREASED
Shares22,422 from 22,517
Change-95 (0%)
Value$8.0M (-$1.5M)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares22,392 from 21,846
Change+546 (+3%)
Value$7.9M (-$1.2M)
Filed 2026-11-03
AlphaStar Capital Management, LLC
INCREASED
Shares22,381 from 18,389
Change+3,992 (+22%)
Value$7.9M (+$206.6K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares22,246 from 20,462
Change+1,784 (+9%)
Value$7.7M (-$764.4K)
Filed 2026-11-03
Cap Partners, LLC
INCREASED
Shares22,219 from 21,079
Change+1,140 (+5%)
Value$7.9M (-$982.3K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED
Shares22,174 from 23,711
Change-1,537 (-6%)
Value$7.9M (-$2.1M)
Filed 2026-10-21
Cidel Asset Management Inc
INCREASED
Shares22,040 from 21,851
Change+189 (+1%)
Value$7.8M (-$1.4M)
Filed 2026-10-29
Sage Mountain Advisors LLC
DECREASED
Shares22,029 from 22,581
Change-552 (-2%)
Value$7.8M (-$1.7M)
Filed 2026-11-02
Dutch Asset Corp
INCREASED
Shares21,998 from 21,011
Change+987 (+5%)
Value$7.8M (-$1.0M)
Filed 2026-10-20
Highland Capital Management, LLC
INCREASED
Shares21,970 from 20,189
Change+1,781 (+9%)
Value$7.8M (-$696.3K)
Filed 2026-10-26
Moody National Bank Trust Division
INCREASED
Shares21,848 from 18,326
Change+3,522 (+19%)
Value$7.8M (+$44.0K)
Filed 2026-10-06
Rubicon Advisors, GP
INCREASED
Shares21,793 from 21,737
Change+56 (+0%)
Value$7.7M (-$1.4M)
Filed 2026-10-23
Everhart Financial Group, Inc.
DECREASED
Shares21,765 from 22,132
Change-367 (-2%)
Value$7.7M (-$1.6M)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED
Shares21,716 from 20,038
Change+1,678 (+8%)
Value$7.7M (-$723.0K)
Filed 2026-10-08
Golden State Wealth Management, LLC
INCREASED
Shares21,679 from 21,436
Change+243 (+1%)
Value$7.7M (-$1.3M)
Filed 2026-11-02
Krilogy Financial LLC
INCREASED
Shares21,591 from 20,750
Change+841 (+4%)
Value$8.2M (-$565.4K)
Filed 2026-10-13
Stenger Family Office, LLC
INCREASED
Shares21,581 from 18,598
Change+2,983 (+16%)
Value$8.1M (+$275.5K)
Filed 2026-10-22
TB Alternative Assets Ltd.
NEW
Shares21,360
Change+21,360
Value$7.6M
Filed 2026-10-16
Triton Wealth Management, Pllc
INCREASED
Shares21,286 from 18,997
Change+2,289 (+12%)
Value$8.5M (+$1.0M)
Filed 2026-11-04
Cardinal Point Capital Management ULC
INCREASED
Shares21,208 from 21,033
Change+175 (+1%)
Value$7.5M (-$1.3M)
Filed 2026-10-21
Fulcrum Asset Management LLP
DECREASED
Shares21,037 from 23,815
Change-2,778 (-12%)
Value$7.4M (-$2.4M)
Filed 2026-11-04
Heck Capital Advisors, LLC
INCREASED
Shares20,950 from 20,564
Change+386 (+2%)
Value$7.4M (-$1.2M)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares20,931 from 18,514
Change+2,417 (+13%)
Value$7.4M (-$360.4K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares20,882 from 17,110
Change+3,772 (+22%)
Value$7.4M (+$212.9K)
Filed 2026-10-15
Xcel Wealth Management, LLC
INCREASED
Shares20,762 from 20,520
Change+242 (+1%)
Value$7.4M (-$1.3M)
Filed 2026-10-26
McBroom & Associates, LLC
DECREASED
Shares20,752 from 22,274
Change-1,522 (-7%)
Value$7.4M (-$2.0M)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED
Shares20,752 from 21,478
Change-726 (-3%)
Value$7.4M (-$1.7M)
Filed 2026-10-05
Sapient Capital LLC
DECREASED
Shares20,705 from 20,806
Change-101 (0%)
Value$7.3M (-$1.4M)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
INCREASED
Shares20,582 from 545
Change+20,037 (+3677%)
Value$7.3M (+$7.1M)
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares20,549 from 19,941
Change+608 (+3%)
Value$7.3M (-$1.1M)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares20,505 from 20,464
Change+41 (+0%)
Value$7.3M (-$1.3M)
Filed 2026-10-29
71 West Capital Partners
DECREASED
Shares20,320 from 20,371
Change-51 (0%)
Value$7.2M (-$1.4M)
Filed 2026-11-04
Alta Advisers Ltd
INCREASED
Shares20,224 from 10,912
Change+9,312 (+85%)
Value$7.2M (+$2.6M)
Filed 2026-11-02
Formidable Asset Management, LLC
DECREASED
Shares20,058 from 20,910
Change-852 (-4%)
Value$8.4M (+$771.7K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares19,993 from 17,263
Change+2,730 (+16%)
Value$7.1M (-$167.1K)
Filed 2026-11-02
Sustainable Insight Capital Management, LLC
INCREASED
Shares19,963 from 18,163
Change+1,800 (+10%)
Value$7.1M (-$556.3K)
Filed 2026-11-06
Busey Bank
INCREASED
Shares19,894 from 19,293
Change+601 (+3%)
Value$7.1M (-$1.1M)
Filed 2026-10-26
Capital Asset Advisory Services LLC
DECREASED
Shares19,661 from 20,867
Change-1,206 (-6%)
Value$7.4M (-$1.4M)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares19,602 from 18,732
Change+870 (+5%)
Value$7.0M (-$923.7K)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares19,592 from 19,482
Change+110 (+1%)
Value$7.0M (-$1.2M)
Filed 2026-10-19
Castleview Partners, LLC
INCREASED
Shares19,424 from 17,372
Change+2,052 (+12%)
Value$6.9M (-$414.9K)
Filed 2026-10-09
LMG Wealth Partners, LLC
INCREASED
Shares19,380 from 16,618
Change+2,762 (+17%)
Value$6.9M (-$113.3K)
Filed 2026-11-05
Manchester Capital Management LLC
DECREASED
Shares19,332 from 19,441
Change-109 (-1%)
Value$6.9M (-$1.3M)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares19,146 from 13,758
Change+5,388 (+39%)
Value$7.2M (+$1.6M)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares19,136 from 19,055
Change+81 (+0%)
Value$6.8M (-$1.2M)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares19,129 from 18,388
Change+741 (+4%)
Value$6.8M (-$946.8K)
Filed 2026-10-19
Chicago Capital, LLC
INCREASED
Shares19,034 from 18,329
Change+705 (+4%)
Value$6.8M (-$955.7K)
Filed 2026-10-13
Welch Group, LLC
INCREASED
Shares19,026 from 16,486
Change+2,540 (+15%)
Value$6.8M (-$183.4K)
Filed 2026-10-29
Quilter Plc
DECREASED
Shares18,950 from 19,500
Change-550 (-3%)
Value$6.7M (-$1.5M)
Filed 2026-10-21
Carlson Financial, Inc.
DECREASED
Shares18,934 from 19,118
Change-184 (-1%)
Value$6.7M (-$1.3M)
Filed 2026-11-05
Rockline Wealth Management, LLC
INCREASED
Shares18,919 from 17,864
Change+1,055 (+6%)
Value$6.7M (-$801.0K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares18,779 from 19,549
Change-770 (-4%)
Value$6.7M (-$1.6M)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
DECREASED
Shares18,652 from 19,696
Change-1,044 (-5%)
Value$6.6M (-$1.7M)
Filed 2026-10-16
QTR Family Wealth, LLC
INCREASED
Shares18,649 from 17,789
Change+860 (+5%)
Value$6.6M (-$865.2K)
Filed 2026-11-02
S-Bank Fund Management Ltd
INCREASED
Shares18,563 from 17,905
Change+658 (+4%)
Value$6.6M (-$944.5K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares18,498 from 9,503
Change+8,995 (+95%)
Value$7.0M (+$3.2M)
Filed 2026-10-08
Covenant Asset Management, LLC
DECREASED
Shares18,282 from 18,325
Change-43 (0%)
Value$6.5M (-$1.2M)
Filed 2026-10-14
Avantax Planning Partners, Inc.
INCREASED
Shares18,239 from 16,735
Change+1,504 (+9%)
Value$6.5M (-$567.2K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares18,192 from 17,878
Change+314 (+2%)
Value$6.5M (-$1.1M)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares18,171 from 15,640
Change+2,531 (+16%)
Value$6.5M (-$45.3K)
Filed 2026-11-02
DeDora Capital, Inc.
INCREASED
Shares18,168 from 18,137
Change+31 (+0%)
Value$6.4M (-$1.2M)
Filed 2026-10-26
Quadcap Wealth Management, LLC
INCREASED
Shares18,134 from 18,020
Change+114 (+1%)
Value$6.4M (-$1.1M)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares18,113 from 17,756
Change+357 (+2%)
Value$6.4M (-$1.0M)
Filed 2026-10-14
Jessup Wealth Management, Inc
DECREASED
Shares18,020 from 25,163
Change-7,143 (-28%)
Value$6.4M (-$4.2M)
Filed 2026-10-20
Leonteq Securities AG
DECREASED
Shares17,985 from 55,026
Change-37,041 (-67%)
Value$6.4M (-$16.8M)
Filed 2026-10-29
Beacon Financial Planning, Inc
INCREASED
Shares17,949 from 17,875
Change+74 (+0%)
Value$6.4M (-$1.1M)
Filed 2026-11-04
WealthPlan Investment Management, LLC
DECREASED
Shares17,841 from 18,054
Change-213 (-1%)
Value$6.3M (-$1.3M)
Filed 2026-10-15
Ninety One SA (PTY) Ltd
UNCHANGED
Shares17,834 from 17,834
Change0 (0%)
Value$6.3M (-$1.2M)
Filed 2026-10-15
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares17,832 from 18,057
Change-225 (-1%)
Value$6.3M (-$1.3M)
Filed 2026-11-02
Abound Wealth Management
DECREASED
Shares17,713 from 18,113
Change-400 (-2%)
Value$6.3M (-$1.3M)
Filed 2026-10-26
AdviceOne Advisory Services, LLC
DECREASED
Shares17,705 from 18,256
Change-551 (-3%)
Value$6.3M (-$1.4M)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
DECREASED
Shares17,639 from 17,640
Change-1 (0%)
Value$6.3M (-$1.2M)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
INCREASED
Shares17,616 from 16,147
Change+1,469 (+9%)
Value$6.3M (-$541.1K)
Filed 2026-11-03
Realta Investment Advisors
INCREASED
Shares17,610 from 17,198
Change+412 (+2%)
Value$6.2M (-$985.5K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares17,604 from 18,104
Change-500 (-3%)
Value$6.2M (+$415.1K)
Filed 2026-10-26
Northwest Wealth Management, LLC
DECREASED
Shares17,561 from 17,713
Change-152 (-1%)
Value$6.2M (-$1.2M)
Filed 2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares17,553 from 17,256
Change+297 (+2%)
Value$6.2M (-$1.0M)
Filed 2026-10-23
Gold Investment Management Ltd.
DECREASED
Shares17,552 from 22,656
Change-5,104 (-23%)
Value$6.2M (-$3.3M)
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares17,514 from 16,873
Change+641 (+4%)
Value$6.2M (-$882.7K)
Filed 2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares17,436 from 46,356
Change-28,920 (-62%)
Value$6.2M (-$13.3M)
Filed 2026-10-21
Meiji Yasuda America Inc
INCREASED
Shares17,392 from 14,017
Change+3,375 (+24%)
Value$6.2M (+$275.3K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
DECREASED
Shares17,390 from 17,584
Change-194 (-1%)
Value$6.2M (-$1.3M)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
INCREASED
Shares17,323 from 6,285
Change+11,038 (+176%)
Value$6.1M (+$3.5M)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares17,292 from 4,541
Change+12,751 (+281%)
Value$6.1M (+$4.2M)
Filed 2026-10-22
Westwood Wealth Management
DECREASED
Shares17,287 from 19,242
Change-1,955 (-10%)
Value$6.1M (-$2.0M)
Filed 2026-10-29
Legacy Private Trust Co.
INCREASED
Shares17,265 from 16,625
Change+640 (+4%)
Value$6.1M (-$866.7K)
Filed 2026-10-06
TD Private Client Wealth LLC
INCREASED
Shares17,241 from 17,067
Change+174 (+1%)
Value$6.1M (-$1.1M)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED
Shares17,213 from 16,858
Change+355 (+2%)
Value$6.1M (-$983.0K)
Filed 2026-10-13
Mountain Capital Investment Advisors Inc.
INCREASED
Shares17,203 from 17,130
Change+73 (+0%)
Value$6.1M (-$1.1M)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares17,197 from 16,926
Change+271 (+2%)
Value$6.3M (-$805.0K)
Filed 2026-10-15
Greenup Street Wealth Management LLC
INCREASED
Shares17,172 from 14,293
Change+2,879 (+20%)
Value$6.1M (+$81.3K)
Filed 2026-10-28
Wealth Management Partners, LLC
INCREASED
Shares17,147 from 15,970
Change+1,177 (+7%)
Value$6.1M (-$633.1K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares17,101 from 16,591
Change+510 (+3%)
Value$6.1M (-$847.9K)
Filed 2026-10-26
Clarity Wealth Advisors, LLC
DECREASED
Shares17,023 from 17,081
Change-58 (0%)
Value$6.0M (-$1.1M)
Filed 2026-10-21
Financial Management Network Inc
INCREASED
Shares16,932 from 16,100
Change+832 (+5%)
Value$6.3M (+$143.3K)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares16,917 from 16,898
Change+19 (+0%)
Value$6.0M (-$1.1M)
Filed 2026-11-06
Lyell Wealth Management, LP
INCREASED
Shares16,828 from 13,323
Change+3,505 (+26%)
Value$6.0M (+$367.1K)
Filed 2026-10-30
CenterStar Asset Management, LLC
INCREASED
Shares16,694 from 12,328
Change+4,366 (+35%)
Value$5.9M (+$715.1K)
Filed 2026-10-09
Cypress Wealth Services, LLC
INCREASED
Shares16,488 from 16,005
Change+483 (+3%)
Value$6.3M (-$455.2K)
Filed 2026-10-21
Catalyst Financial Partners LLC
INCREASED
Shares16,388 from 13,325
Change+3,063 (+23%)
Value$5.8M (+$210.1K)
Filed 2026-11-06
Perpetual Ltd
INCREASED
Shares16,350 from 15,875
Change+475 (+3%)
Value$5.8M (-$875.9K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares16,323 from 6,762
Change+9,561 (+141%)
Value$5.8M (+$3.3M)
Filed 2026-10-13
Wellington Grp LLC
INCREASED
Shares16,069 from 12,241
Change+3,828 (+31%)
Value$5.7M (+$552.9K)
Filed 2026-11-06
DLK Investment Management, LLC
DECREASED
Shares16,038 from 18,928
Change-2,890 (-15%)
Value$5.7M (+$1.9M)
Filed 2026-10-09
Kercheville Advisors, LLC
INCREASED
Shares16,024 from 15,895
Change+129 (+1%)
Value$5.7M (-$1,000.0K)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
INCREASED
Shares15,909 from 15,854
Change+55 (+0%)
Value$5.6M (-$1.0M)
Filed 2026-11-05
AA Financial Advisors, LLC
DECREASED
Shares15,831 from 24,641
Change-8,810 (-36%)
Value$5.6M (-$4.7M)
Filed 2026-10-19
Harrell Investment Partners, LLC
INCREASED
Shares15,825 from 15,715
Change+110 (+1%)
Value$5.6M (-$994.9K)
Filed 2026-10-15
HCR Wealth Advisors
INCREASED
Shares15,812 from 15,580
Change+232 (+1%)
Value$5.6M (-$942.7K)
Filed 2026-10-15
RMR Wealth Builders
DECREASED
Shares15,796 from 20,154
Change-4,358 (-22%)
Value$5.6M (-$2.9M)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares15,785 from 14,971
Change+814 (+5%)
Value$6.4M (+$1.8M)
Filed 2026-11-02
LifeGoal Investments, LLC
INCREASED
Shares15,719 from 1,295
Change+14,424 (+1114%)
Value$5.6M (+$5.0M)
Filed 2026-10-09
Facet Wealth, Inc.
INCREASED
Shares15,718 from 12,688
Change+3,030 (+24%)
Value$5.6M (+$240.1K)
Filed 2026-11-04
Watchman Group, Inc.
DECREASED
Shares15,690 from 16,045
Change-355 (-2%)
Value$5.6M (-$1.2M)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares15,644 from 16,007
Change-363 (-2%)
Value$5.6M (-$1.2M)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares15,616 from 16,324
Change-708 (-4%)
Value$5.5M (-$1.3M)
Filed 2026-10-30
Madden Securities Corp
INCREASED
Shares15,606 from 15,585
Change+21 (+0%)
Value$5.5M (-$1.0M)
Filed 2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED
Shares15,514 from 14,921
Change+593 (+4%)
Value$5.5M (-$771.3K)
Filed 2026-10-19
PDS Planning, Inc
DECREASED
Shares15,488 from 16,395
Change-907 (-6%)
Value$5.5M (-$1.4M)
Filed 2026-11-03
CMH Wealth Management LLC
INCREASED
Shares15,478 from 14,745
Change+733 (+5%)
Value$5.5M (-$710.0K)
Filed 2026-10-22
M Holdings Securities, Inc.
INCREASED
Shares15,443 from 15,264
Change+179 (+1%)
Value$6.0K (-$227)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares15,427
Change+15,427
Value$5.5M
Filed 2026-10-28
Claro Advisors Inc.
INCREASED
Shares15,421 from 15,015
Change+406 (+3%)
Value$5.5M (-$843.7K)
Filed 2026-11-02
Greenbush Financial Group, LLC
INCREASED
Shares15,391 from 15,146
Change+245 (+2%)
Value$5.5M (-$909.5K)
Filed 2026-10-15
Nilsine Partners, LLC
INCREASED
Shares15,365 from 15,302
Change+63 (+0%)
Value$5.5M (-$984.4K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares15,314 from 7,880
Change+7,434 (+94%)
Value$5.4M (+$2.1M)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares15,303 from 15,600
Change-297 (-2%)
Value$5.4M (-$1.1M)
Filed 2026-10-14
Fire Capital Management LLC
INCREASED
Shares15,252 from 14,749
Change+503 (+3%)
Value$5.4M (-$791.9K)
Filed 2026-10-27
Titiun Yejiel
INCREASED
Shares15,200 from 5,200
Change+10,000 (+192%)
Value$5.4M (+$3.2M)
Filed 2026-11-06
Global Assets Advisory, LLC
INCREASED
Shares15,141 from 14,020
Change+1,121 (+8%)
Value$5.7M (-$218.3K)
Filed 2026-10-28
Alpha Family Trust
UNCHANGED
Shares15,105 from 15,105
Change0 (0%)
Value$6.4M ($0)
Filed 2026-11-04
Gryphon Financial Partners LLC
INCREASED
Shares15,046 from 14,440
Change+606 (+4%)
Value$5.3M (-$735.0K)
Filed 2026-11-04
Interchange Capital Partners, LLC
INCREASED
Shares14,932 from 14,525
Change+407 (+3%)
Value$5.3M (-$806.2K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares14,906 from 11,570
Change+3,336 (+29%)
Value$5.3M (+$420.0K)
Filed 2026-11-03
Victory Financial Group, LLC
DECREASED
Shares14,823 from 16,422
Change-1,599 (-10%)
Value$5.3M (-$1.6M)
Filed 2026-10-27
ACT Capital Partners, L.P.
NEW
Shares14,800
Change+14,800
Value$5.3M
Filed 2026-11-06
N10 Wealth, LLC
INCREASED
Shares14,724 from 10,418
Change+4,306 (+41%)
Value$5.2M (+$842.4K)
Filed 2026-10-14
Semus Wealth Partners LLC
INCREASED
Shares14,625 from 13,800
Change+825 (+6%)
Value$5.2M (-$615.2K)
Filed 2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares14,622 from 14,622
Change0 (0%)
Value$6.2M ($0)
Filed 2026-10-15
Linden Thomas Advisory Services, LLC
DECREASED
Shares14,500 from 14,647
Change-147 (-1%)
Value$5.1M (-$1.0M)
Filed 2026-10-19
Childress Capital Advisors, LLC
INCREASED
Shares14,492 from 14,443
Change+49 (+0%)
Value$5.1M (-$932.6K)
Filed 2026-10-28
Collar Capital Management, LLC
DECREASED
Shares14,477 from 14,977
Change-500 (-3%)
Value$5.1M (-$1.2M)
Filed 2026-10-28
IPG Investment Advisors LLC
INCREASED
Shares14,475 from 13,784
Change+691 (+5%)
Value$5.1M (-$661.7K)
Filed 2026-10-30
RWQ Financial Management Services, Inc.
DECREASED
Shares14,455 from 20,960
Change-6,505 (-31%)
Value$5.1M (-$3.7M)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares14,400 from 13,426
Change+974 (+7%)
Value$5.1M (-$537.7K)
Filed 2026-10-20
Riggs Asset Managment Co. Inc.
INCREASED
Shares14,207 from 14,014
Change+193 (+1%)
Value$5.0M (-$853.5K)
Filed 2026-11-05
Tobam
DECREASED
Shares14,104 from 14,333
Change-229 (-2%)
Value$5.0K (-$6.0M)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares14,103 from 13,233
Change+870 (+7%)
Value$5.0M (-$561.9K)
Filed 2026-10-22
Segment Wealth Management, LLC
INCREASED
Shares14,097 from 11,955
Change+2,142 (+18%)
Value$5.0M (-$26.5K)
Filed 2026-10-26
Sageworth Trust Co
INCREASED
Shares13,977 from 13,176
Change+801 (+6%)
Value$5.0M (-$582.6K)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED
Shares13,965 from 14,198
Change-233 (-2%)
Value$5.0M (-$1.0M)
Filed 2026-11-05
Nicholas Wealth, Llc.
INCREASED
Shares13,942 from 12,923
Change+1,019 (+8%)
Value$4.9M (-$488.7K)
Filed 2026-10-26
Brown Shipley& Co Ltd
DECREASED
Shares13,935 from 13,938
Change-3 (0%)
Value$4.9M (-$918.0K)
Filed 2026-10-09
Old National Bancorp
DECREASED
Shares13,898 from 16,464
Change-2,566 (-16%)
Value$4.9M (-$2.0M)
Filed 2026-10-20
KCM Investment Advisors LLC
DECREASED
Shares13,895 from 13,947
Change-52 (0%)
Value$4.9M (-$936.1K)
Filed 2026-10-27
Gibraltar Capital Management, Inc.
INCREASED
Shares13,855 from 13,731
Change+124 (+1%)
Value$4.9M (-$859.4K)
Filed 2026-10-27
Malaga Cove Capital, LLC
INCREASED
Shares13,833 from 13,562
Change+271 (+2%)
Value$4.9M (-$796.1K)
Filed 2026-10-23
Wright Investors Service Inc
INCREASED
Shares13,803 from 13,259
Change+544 (+4%)
Value$4.9M (-$679.3K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares13,724 from 10,433
Change+3,291 (+32%)
Value$4.9M (+$481.1K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares13,695 from 13,380
Change+315 (+2%)
Value$4.9M (-$768.5K)
Filed 2026-10-29
Lauer Wealth, LLC
DECREASED
Shares13,674 from 19,721
Change-6,047 (-31%)
Value$5.1M (-$2.7M)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares13,616 from 11,554
Change+2,062 (+18%)
Value$4.8M (-$28.5K)
Filed 2026-10-28
Forbes J M & Co LLP
INCREASED
Shares13,567 from 13,525
Change+42 (+0%)
Value$4.8M (-$874.9K)
Filed 2026-10-16
United Asset Strategies, Inc.
INCREASED
Shares13,510 from 13,448
Change+62 (+0%)
Value$4.8M (-$862.8K)
Filed 2026-10-28
Pinion Investment Advisors, LLC
INCREASED
Shares13,485 from 13,364
Change+121 (+1%)
Value$4.8M (-$836.3K)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares13,434 from 12,932
Change+502 (+4%)
Value$4.8M (-$672.9K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares13,434 from 13,904
Change-470 (-3%)
Value$4.8M (-$1.1M)
Filed 2026-10-15
Lynch Asset Management, Inc.
INCREASED
Shares13,400 from 11,600
Change+1,800 (+16%)
Value$4.8M (-$124.5K)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares13,355 from 12,865
Change+490 (+4%)
Value$4.7M (-$672.7K)
Filed 2026-10-23
Parisi Gray Wealth Management
INCREASED
Shares13,341 from 12,860
Change+481 (+4%)
Value$4.7M (-$675.4K)
Filed 2026-10-16
DE Burlo Group Inc
INCREASED
Shares13,321 from 12,621
Change+700 (+6%)
Value$4.7M (-$582.0K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,216 from 12,464
Change+752 (+6%)
Value$4.7M (-$545.4K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares13,157 from 12,745
Change+412 (+3%)
Value$4.7M (-$692.0K)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares13,117
Change+13,117
Value$4.7M
Filed 2026-10-09
Clear Creek Financial Management, LLC
DECREASED
Shares13,093 from 24,025
Change-10,932 (-45%)
Value$4.6M (-$5.5M)
Filed 2026-10-28
Jericho Financial, LLP
INCREASED
Shares13,039 from 12,699
Change+340 (+3%)
Value$4.6M (-$714.7K)
Filed 2026-10-13
Legacy Advisors, LLC
DECREASED
Shares13,035 from 14,800
Change-1,765 (-12%)
Value$4.6M (-$1.6M)
Filed 2026-10-19
West Branch Capital LLC
INCREASED
Shares12,985 from 12,299
Change+686 (+6%)
Value$4.6M (-$565.7K)
Filed 2026-10-20
J.Safra Asset Management Corp
INCREASED
Shares12,960 from 12,951
Change+9 (+0%)
Value$4.6M (-$848.9K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares12,944 from 15,394
Change-2,450 (-16%)
Value$4.6M (-$1.9M)
Filed 2026-10-28
Oak Grove Capital LLC
DECREASED
Shares12,909 from 12,936
Change-27 (0%)
Value$4.6M (-$860.6K)
Filed 2026-10-09
Arta Finance Wealth Management LLC
INCREASED
Shares12,902 from 10,771
Change+2,131 (+20%)
Value$4.6M (+$47.5K)
Filed 2026-10-28
Garde Capital, Inc.
DECREASED
Shares12,856 from 15,239
Change-2,383 (-16%)
Value$4.6M (-$1.8M)
Filed 2026-10-29
Union Bancaire Privee, UBP SA
INCREASED
Shares12,793 from 7,317
Change+5,476 (+75%)
Value$4.2M (+$1.4M)
Filed 2026-11-04
Aire Advisors, LLC
DECREASED
Shares12,769 from 12,990
Change-221 (-2%)
Value$4.5M (-$933.0K)
Filed 2026-10-22
VCI Wealth Management LLC
INCREASED
Shares12,725 from 11,895
Change+830 (+7%)
Value$4.5M (-$488.1K)
Filed 2026-10-29
Falcon Wealth Planning
INCREASED
Shares12,698 from 12,435
Change+263 (+2%)
Value$4.5M (-$724.8K)
Filed 2026-11-06
Cane Capital Partners, LLC
INCREASED
Shares12,644 from 11,691
Change+953 (+8%)
Value$4.5M (-$431.0K)
Filed 2026-10-23
Davidson Capital Management Inc.
INCREASED
Shares12,616 from 12,061
Change+555 (+5%)
Value$4.5M (-$596.6K)
Filed 2026-10-15
Ring Mountain Capital, LLC
INCREASED
Shares12,580 from 12,456
Change+124 (+1%)
Value$4.5M (-$775.5K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares12,563 from 13,172
Change-609 (-5%)
Value$4.5M (-$1.1M)
Filed 2026-10-21
Stonekeep Investments, LLC
DECREASED
Shares12,527 from 12,561
Change-34 (0%)
Value$4.4M (+$4.4M)
Filed 2026-10-15
Nikulski Financial, Inc.
INCREASED
Shares12,490 from 9,548
Change+2,942 (+31%)
Value$4.4M (+$415.7K)
Filed 2026-11-06
Formuepleje A/S
DECREASED
Shares12,417 from 14,636
Change-2,219 (-15%)
Value$4.4M (-$1.8M)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED
Shares12,411 from 11,141
Change+1,270 (+11%)
Value$4.4M (-$282.4K)
Filed 2026-10-27
Piar LLC
DECREASED
Shares12,405 from 13,125
Change-720 (-5%)
Value$4.4M (-$1.1M)
Filed 2026-10-21
Resonant Capital Advisors, LLC
INCREASED
Shares12,404 from 11,580
Change+824 (+7%)
Value$4.4M (-$469.5K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares12,393 from 11,898
Change+495 (+4%)
Value$4.4M (-$607.6K)
Filed 2026-10-20
Conning Inc.
DECREASED
Shares12,388 from 12,610
Change-222 (-2%)
Value$4.4M (-$908.4K)
Filed 2026-10-27
Grant Private Wealth Management Inc
DECREASED
Shares12,365 from 13,740
Change-1,375 (-10%)
Value$4.4M (-$1.4M)
Filed 2026-10-19
Sherry Group, Inc.
INCREASED
Shares12,325 from 12,307
Change+18 (+0%)
Value$4.4M (-$695.5K)
Filed 2026-10-09
Clay Northam Wealth Management, LLC
DECREASED
Shares12,324 from 12,420
Change-96 (-1%)
Value$4.4M (-$851.2K)
Filed 2026-10-13
Dakota Community Bank & Trust NA
INCREASED
Shares12,306 from 12,227
Change+79 (+1%)
Value$4.4M (-$776.4K)
Filed 2026-10-09
Kestra Investment Management, LLC
INCREASED
Shares12,251 from 10,209
Change+2,042 (+20%)
Value$4.3M (+$52.9K)
Filed 2026-11-04
Apex Wealth Management, LLC
DECREASED
Shares12,227 from 12,237
Change-10 (0%)
Value$4.3M (-$808.6K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
DECREASED
Shares12,224 from 12,295
Change-71 (-1%)
Value$4.3M (-$834.1K)
Filed 2026-10-22
Udine Wealth Management, Inc.
INCREASED
Shares12,223 from 11,667
Change+556 (+5%)
Value$4.3M (-$570.3K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares12,186 from 12,250
Change-64 (-1%)
Value$4.3M (-$828.5K)
Filed 2026-10-28
Blue Zone Wealth Advisors, LLC
INCREASED
Shares12,183 from 12,100
Change+83 (+1%)
Value$4.3M (-$766.6K)
Filed 2026-10-19
Argonautica Private Wealth Management, Inc
DECREASED
Shares12,179 from 12,279
Change-100 (-1%)
Value$4.3M (-$843.3K)
Filed 2026-11-02
Powell Investment Advisors, LLC
DECREASED
Shares12,085 from 13,297
Change-1,212 (-9%)
Value$4.3M (-$1.3M)
Filed 2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares12,035 from 12,035
Change0 (0%)
Value$4.3M (-$791.8K)
Filed 2026-10-19
LFG Wealth Partners, LLC
INCREASED
Shares12,006 from 11,230
Change+776 (+7%)
Value$4.3M (-$463.5K)
Filed 2026-10-28
Bfsg, LLC
INCREASED
Shares11,994 from 11,803
Change+191 (+2%)
Value$4.3M (-$708.8K)
Filed 2026-10-30
Personal CFO Solutions, LLC
DECREASED
Shares11,966 from 12,910
Change-944 (-7%)
Value$4.2M (-$1.2M)
Filed 2026-11-06
Aprio Wealth Management, LLC
INCREASED
Shares11,951 from 11,546
Change+405 (+4%)
Value$4.2M (-$615.9K)
Filed 2026-10-28
Droms Strauss Advisors Inc
DECREASED
Shares11,935 from 12,111
Change-176 (-1%)
Value$4.2M (-$859.2K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
DECREASED
Shares11,908 from 12,038
Change-130 (-1%)
Value$4.2M (-$838.1K)
Filed 2026-11-05
OceanIQ Capital, LLC
INCREASED
Shares11,832 from 11,124
Change+708 (+6%)
Value$4.4M (+$737.6K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED
Shares11,762 from 11,776
Change-14 (0%)
Value$4.2M (-$779.6K)
Filed 2026-10-05
Aviso Wealth Management
INCREASED
Shares11,721 from 11,149
Change+572 (+5%)
Value$4.2M (-$531.0K)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares11,714 from 9,583
Change+2,131 (+22%)
Value$4.2M (+$125.6K)
Filed 2026-10-09
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares11,682 from 11,682
Change0 (0%)
Value$4.1M (-$768.6K)
Filed 2026-11-06
Trust Point Inc.
DECREASED
Shares11,669 from 12,999
Change-1,330 (-10%)
Value$4.1M (-$1.3M)
Filed 2026-10-27
N10 Assets, LLC
INCREASED
Shares11,642 from 9,829
Change+1,813 (+18%)
Value$4.1M (-$3.4K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares11,605 from 14,906
Change-3,301 (-22%)
Value$4.1M (-$2.2M)
Filed 2026-10-15
Salem Investment Counselors Inc
DECREASED
Shares11,604 from 12,130
Change-526 (-4%)
Value$4.1M (-$984.7K)
Filed 2026-10-13
Paragon Advisors, LLC
INCREASED
Shares11,574 from 10,322
Change+1,252 (+12%)
Value$4.1M (-$234.9K)
Filed 2026-11-03
Encompass More Asset Management
DECREASED
Shares11,519 from 17,820
Change-6,301 (-35%)
Value$4.1M (-$3.4M)
Filed 2026-10-16
Colonial River Investments, LLC
INCREASED
Shares11,482 from 10,953
Change+529 (+5%)
Value$4.1M (-$532.9K)
Filed 2026-10-19
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares11,464 from 10,472
Change+992 (+9%)
Value$4.1M (-$337.0K)
Filed 2026-10-20
Bell Bank
INCREASED
Shares11,458 from 11,212
Change+246 (+2%)
Value$4.1M (-$650.4K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares11,445 from 9,755
Change+1,690 (+17%)
Value$4.6M (+$724.9K)
Filed 2026-11-03
Scott & Selber, Inc.
DECREASED
Shares11,364 from 11,503
Change-139 (-1%)
Value$4.0M (-$806.1K)
Filed 2026-10-21
Manchester Financial Inc
DECREASED
Shares11,362 from 11,405
Change-43 (0%)
Value$4.0M (-$765.6K)
Filed 2026-10-15
Walker Asset Management, LLC
UNCHANGED
Shares11,288 from 11,288
Change0 (0%)
Value$4.0M (-$742.6K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
INCREASED
Shares11,281 from 9,642
Change+1,639 (+17%)
Value$4.0M (-$52.8K)
Filed 2026-10-30
Blue Square Asset Management, LLC
DECREASED
Shares11,239 from 11,919
Change-680 (-6%)
Value$4.0M (-$1.0M)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares11,215 from 9,468
Change+1,747 (+18%)
Value$4.0M (-$3.0K)
Filed 2026-10-19
Carmel Capital Partners, LLC
DECREASED
Shares11,169 from 12,922
Change-1,753 (-14%)
Value$4.0M (-$1.5M)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
INCREASED
Shares11,144 from 9,573
Change+1,571 (+16%)
Value$4.0M (-$72.4K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares11,142 from 13,729
Change-2,587 (-19%)
Value$4.0M (-$1.8M)
Filed 2026-10-26
WT Wealth Management
DECREASED
Shares11,140 from 11,163
Change-23 (0%)
Value$4.0M (-$742.6K)
Filed 2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares11,100 from 9,400
Change+1,700 (+18%)
Value$3.9M (-$15.2K)
Filed 2026-11-06
Schear Investment Advisers, LLC
NEW
Shares11,072
Change+11,072
Value$3.9M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares11,072 from 11,153
Change-81 (-1%)
Value$3.9M (-$762.4K)
Filed 2026-10-14
Zions Bancorporation, National Association
DECREASED
Shares11,055 from 19,292
Change-8,237 (-43%)
Value$3.9M (-$4.2M)
Filed 2026-11-06
Econ Financial Services Corp
INCREASED
Shares11,043 from 9,678
Change+1,365 (+14%)
Value$3.9M (-$152.4K)
Filed 2026-10-19
Activest Wealth Management
INCREASED
Shares11,027 from 10,809
Change+218 (+2%)
Value$3.9M (-$633.8K)
Filed 2026-10-15
Northbridge Financial Group, LLC
INCREASED
Shares11,011 from 9,783
Change+1,228 (+13%)
Value$4.2M (+$76.9K)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares10,965 from 10,955
Change+10 (+0%)
Value$3.9M (-$717.2K)
Filed 2026-11-03
Challenger Wealth Management
DECREASED
Shares10,931 from 11,067
Change-136 (-1%)
Value$3.9M (-$776.4K)
Filed 2026-10-30
Independent Solutions Wealth Management, LLC
INCREASED
Shares10,918 from 2,984
Change+7,934 (+266%)
Value$3.9M (+$2.6M)
Filed 2026-10-28
FSM Wealth Advisors, LLC
INCREASED
Shares10,909 from 10,264
Change+645 (+6%)
Value$4.1M (-$226.0K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares10,904 from 12,711
Change-1,807 (-14%)
Value$3.9M (-$1.5M)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares10,882 from 11,087
Change-205 (-2%)
Value$3.9M (-$802.2K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares10,842 from 10,243
Change+599 (+6%)
Value$3.8M (-$461.4K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares10,820 from 11,510
Change-690 (-6%)
Value$3.8M (-$1.0M)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
DECREASED
Shares10,798 from 10,808
Change-10 (0%)
Value$3.8M (-$714.6K)
Filed 2026-11-02
Prosperity Financial Group, Inc.
INCREASED
Shares10,766 from 9,502
Change+1,264 (+13%)
Value$3.8M (-$176.7K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares10,753 from 11,162
Change-409 (-4%)
Value$3.8M (-$879.4K)
Filed 2026-11-04
Parsons Capital Management Inc
DECREASED
Shares10,718 from 10,822
Change-104 (-1%)
Value$3.8M (-$748.9K)
Filed 2026-10-28
NTV Asset Management LLC
DECREASED
Shares10,706 from 10,946
Change-240 (-2%)
Value$3.8M (-$805.3K)
Filed 2026-10-23
Vivid Wealth Management, LLC
DECREASED
Shares10,674 from 10,811
Change-137 (-1%)
Value$3.8M (-$759.9K)
Filed 2026-10-27
Asset Advisory Group, Inc.
UNCHANGED
Shares10,674 from 10,674
Change0 (0%)
Value$3.8M (-$702.2K)
Filed 2026-10-20
Parkshore Wealth Management, Inc.
UNCHANGED
Shares10,629 from 10,629
Change0 (0%)
Value$3.8M (-$699.3K)
Filed 2026-10-13
Summit Financial Strategies, Inc.
INCREASED
Shares10,603 from 10,111
Change+492 (+5%)
Value$3.8M (-$490.5K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
DECREASED
Shares10,563 from 13,302
Change-2,739 (-21%)
Value$3.7M (-$1.8M)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares10,510 from 10,460
Change+50 (+0%)
Value$3.7M (-$670.4K)
Filed 2026-10-02
Achmea Investment Management B.V.
NEW
Shares10,491
Change+10,491
Value$3.7M
Filed 2026-10-30
Carnegie Investment Counsel
DECREASED
Shares10,491 from 10,791
Change-300 (-3%)
Value$3.7M (-$816.4K)
Filed 2026-10-20
Winthrop Advisory Group LLC
INCREASED
Shares10,490 from 9,778
Change+712 (+7%)
Value$3.7M (-$390.7K)
Filed 2026-10-22
Herold Advisors, Inc.
INCREASED
Shares10,488 from 10,280
Change+208 (+2%)
Value$3.7M (-$601.8K)
Filed 2026-10-19
Foguth Wealth Management, Llc.
INCREASED
Shares10,471 from 10,079
Change+392 (+4%)
Value$3.7M (-$10.6K)
Filed 2026-10-19
Globalt Investments LLC / GA
DECREASED
Shares10,429 from 10,863
Change-434 (-4%)
Value$3.7M (-$868.7K)
Filed 2026-10-27
James J. Burns & Company, LLC
DECREASED
Shares10,410 from 10,460
Change-50 (0%)
Value$3.7M (-$705.9K)
Filed 2026-10-22
Everest Financial Group LLC
DECREASED
Shares10,361 from 10,423
Change-62 (-1%)
Value$3.7M (-$707.7K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares10,321 from 8,245
Change+2,076 (+25%)
Value$3.7M (+$194.3K)
Filed 2026-10-22
Rossmore Private Capital
UNCHANGED
Shares10,281 from 10,281
Change0 (0%)
Value$3.6M (-$676.4K)
Filed 2026-10-27
Kurv Investment Management LLC
INCREASED
Shares10,223 from 9,453
Change+770 (+8%)
Value$3.6M (-$348.7K)
Filed 2026-10-28
Diligent Investors, LLC
INCREASED
Shares10,181 from 9,783
Change+398 (+4%)
Value$3.6M (-$502.4K)
Filed 2026-10-21
Arch Global Advisors, LLC
INCREASED
Shares10,175 from 10,053
Change+122 (+1%)
Value$3.6M (-$618.1K)
Filed 2026-10-23
Simplify Asset Management Inc.
DECREASED
Shares10,165 from 10,621
Change-456 (-4%)
Value$3.6M (-$860.5K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares10,128 from 37,572
Change-27,444 (-73%)
Value$3.6M (-$12.2M)
Filed 2026-10-27
Occidental Asset Management, LLC
INCREASED
Shares10,126 from 8,477
Change+1,649 (+19%)
Value$3.6M (+$27.4K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED
Shares10,101 from 10,059
Change+42 (+0%)
Value$3.6M (-$646.8K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares10,084 from 10,660
Change-576 (-5%)
Value$3.6M (-$905.7K)
Filed 2026-10-13
Zullo Investment Group, Inc.
DECREASED
Shares10,031 from 10,122
Change-91 (-1%)
Value$3.6M (-$698.2K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
DECREASED
Shares10,029 from 10,249
Change-220 (-2%)
Value$3.6M (-$752.3K)
Filed 2026-11-03
Adell Harriman & Carpenter Inc
INCREASED
Shares9,987 from 9,896
Change+91 (+1%)
Value$3.5M (-$618.8K)
Filed 2026-11-02
Eagle Bluffs Wealth Management LLC
INCREASED
Shares9,938 from 9,688
Change+250 (+3%)
Value$3.5M (-$548.7K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares9,891 from 4,491
Change+5,400 (+120%)
Value$3.5M (+$1.6M)
Filed 2026-10-15
NWF Advisory Services Inc.
DECREASED
Shares9,863 from 11,748
Change-1,885 (-16%)
Value$3.5M (-$1.4M)
Filed 2026-10-19
Princeton Capital Management LLC
INCREASED
Shares9,836 from 9,197
Change+639 (+7%)
Value$3.5M (-$378.2K)
Filed 2026-10-27
Elyxium Wealth, LLC
DECREASED
Shares9,835 from 10,809
Change-974 (-9%)
Value$3.5M (-$1.1M)
Filed 2026-10-27
St. Louis Financial Planners Asset Management, LLC
NEW
Shares9,833
Change+9,833
Value$3.5M
Filed 2026-10-16
KMG Fiduciary Partners, LLC
DECREASED
Shares9,829 from 10,147
Change-318 (-3%)
Value$3.5M (-$780.5K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
INCREASED
Shares9,791 from 9,396
Change+395 (+4%)
Value$3.5M (-$478.0K)
Filed 2026-10-29
Vista Investment Partners LLC
INCREASED
Shares9,743 from 9,740
Change+3 (+0%)
Value$3.5M (-$639.7K)
Filed 2026-10-08
Shepherd Financial Partners LLC
DECREASED
Shares9,733 from 9,778
Change-45 (0%)
Value$3.5M (-$659.3K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares9,729 from 9,655
Change+74 (+1%)
Value$3.5M (-$608.7K)
Filed 2026-10-30
Tuttle Capital Management, LLC
NEW
Shares9,706
Change+9,706
Value$3.4M
Filed 2026-10-21
Narwhal Capital Management
INCREASED
Shares9,602 from 7,913
Change+1,689 (+21%)
Value$3.4M (+$78.8K)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares9,574 from 9,302
Change+272 (+3%)
Value$3.4M (-$515.5K)
Filed 2026-10-16
BG Investment Services, LLC
INCREASED
Shares9,555 from 2,052
Change+7,503 (+366%)
Value$3.4M (+$2.5M)
Filed 2026-10-23
15 Wealth Advisors LLC
NEW
Shares9,464
Change+9,464
Value$3.4M
Filed 2026-10-14
Hohimer Wealth Management, LLC
DECREASED
Shares9,444 from 12,082
Change-2,638 (-22%)
Value$3.4M (-$1.7M)
Filed 2026-11-04
LVW Advisors, LLC
DECREASED
Shares9,409 from 10,818
Change-1,409 (-13%)
Value$3.3M (-$1.2M)
Filed 2026-10-19
RKL Wealth Management LLC
INCREASED
Shares9,399 from 9,079
Change+320 (+4%)
Value$3.3M (-$483.9K)
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares9,376 from 9,378
Change-2 (0%)
Value$3.3M (-$617.7K)
Filed 2026-10-30
Grove Bank & Trust
DECREASED
Shares9,354 from 11,297
Change-1,943 (-17%)
Value$3.3M (-$1.4M)
Filed 2026-10-08
Dale Q Rice Investment Management Ltd
INCREASED
Shares9,268 from 9,121
Change+147 (+2%)
Value$3.3M (-$547.8K)
Filed 2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares9,252 from 9,156
Change+96 (+1%)
Value$3.3M (-$568.5K)
Filed 2026-11-03
Boomfish Wealth Group, LLC
INCREASED
Shares9,230 from 8,112
Change+1,118 (+14%)
Value$3.3M (-$137.0K)
Filed 2026-10-22
Westside Investment Management, Inc.
INCREASED
Shares9,214 from 3,879
Change+5,335 (+138%)
Value$3.4M (+$1.7M)
Filed 2026-11-02
Abel Hall, LLC
INCREASED
Shares9,207 from 7,364
Change+1,843 (+25%)
Value$3.3M (+$169.4K)
Filed 2026-10-19
Fulton Breakefield Broenniman LLC
DECREASED
Shares9,201 from 10,209
Change-1,008 (-10%)
Value$3.3M (-$1.0M)
Filed 2026-11-03
Nadler Financial Group, Inc.
DECREASED
Shares9,179 from 9,990
Change-811 (-8%)
Value$3.3M (-$945.0K)
Filed 2026-10-23
Clear Wave Wealth Management LLC
INCREASED
Shares9,170 from 8,619
Change+551 (+6%)
Value$3.3M (-$371.5K)
Filed 2026-11-04
Bison Wealth, LLC
INCREASED
Shares9,121 from 5,442
Change+3,679 (+68%)
Value$3.4M (+$1.2M)
Filed 2026-10-13
Crescent Grove Advisors, LLC
INCREASED
Shares9,112 from 8,849
Change+263 (+3%)
Value$3.2M (-$488.9K)
Filed 2026-10-21
Concord Asset Management, LLC
INCREASED
Shares9,110 from 9,046
Change+64 (+1%)
Value$3.2M (-$572.5K)
Filed 2026-11-02
Oak Thistle LLC
NEW
Shares9,101
Change+9,101
Value$3.2M
Filed 2026-10-21
Anchyra Partners LLC
INCREASED
Shares9,099 from 6,557
Change+2,542 (+39%)
Value$3.2M (+$470.5K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares9,037 from 8,889
Change+148 (+2%)
Value$3.2M (-$299.9K)
Filed 2026-11-02
Beacon Capital Management, LLC
DECREASED
Shares9,002 from 9,083
Change-81 (-1%)
Value$3.2M (-$626.4K)
Filed 2026-10-23
Banque Pictet & CIE SA
DECREASED
Shares9,000 from 11,073
Change-2,073 (-19%)
Value$3.2M (-$1.5M)
Filed 2026-10-16
Evanson Financial, LLC
DECREASED
Shares8,979 from 8,989
Change-10 (0%)
Value$3.2M (-$594.9K)
Filed 2026-10-23
Weatherly Asset Management L. P.
INCREASED
Shares8,948 from 8,946
Change+2 (+0%)
Value$3.2M (-$587.9K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares8,939 from 8,963
Change-24 (0%)
Value$3.2M (-$598.2K)
Filed 2026-10-26
Watershed Private Wealth LLC
INCREASED
Shares8,932 from 7,037
Change+1,895 (+27%)
Value$3.2M (+$209.4K)
Filed 2026-10-30
Income Insurance Ltd
INCREASED
Shares8,923 from 8,763
Change+160 (+2%)
Value$3.2M (-$519.7K)
Filed 2026-10-21
Griffin Asset Management, Inc.
INCREASED
Shares8,917 from 6,156
Change+2,761 (+45%)
Value$3.2M (+$574.6K)
Filed 2026-10-22
Financial Perspectives, Inc
UNCHANGED
Shares8,877 from 8,877
Change0 (0%)
Value$3.1M (-$584.0K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares8,869 from 7,733
Change+1,136 (+15%)
Value$3.1M (-$105.7K)
Filed 2026-10-19
Jacobi Capital Management LLC
DECREASED
Shares8,821 from 8,918
Change-97 (-1%)
Value$3.1M (-$621.1K)
Filed 2026-11-05
McAdam, LLC
DECREASED
Shares8,751 from 10,588
Change-1,837 (-17%)
Value$3.1M (-$1.3M)
Filed 2026-10-21
111 Capital
DECREASED
Shares8,744 from 20,611
Change-11,867 (-58%)
Value$3.1M (-$5.6M)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED
Shares8,701 from 2,749
Change+5,952 (+217%)
Value$3.1M (+$1.9M)
Filed 2026-10-20
New Hampshire Trust
INCREASED
Shares8,685 from 8,455
Change+230 (+3%)
Value$3.1M (-$474.6K)
Filed 2026-10-20
Empire Life Investments Inc.
DECREASED
Shares8,638 from 9,308
Change-670 (-7%)
Value$3.1M (-$850.1K)
Filed 2026-11-06
Marathon Wealth Advisors LLC
DECREASED
Shares8,631 from 8,768
Change-137 (-2%)
Value$3.1M (-$625.5K)
Filed 2026-11-04
Smith Salley Wealth Management
DECREASED
Shares8,573 from 9,008
Change-435 (-5%)
Value$3.0M (-$747.2K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares8,569 from 8,277
Change+292 (+4%)
Value$3.0M (-$441.1K)
Filed 2026-10-26
Seek First Inc.
DECREASED
Shares8,531 from 8,599
Change-68 (-1%)
Value$3.0M (-$589.9K)
Filed 2026-10-27
Philip James Wealth Mangement, LLC
DECREASED
Shares8,528 from 8,653
Change-125 (-1%)
Value$3.0M (-$613.6K)
Filed 2026-10-27
Moss Adams Wealth Advisors LLC
DECREASED
Shares8,520 from 10,255
Change-1,735 (-17%)
Value$3.0M (-$1.3M)
Filed 2026-10-28
Stablepoint Partners, LLC
INCREASED
Shares8,518 from 8,067
Change+451 (+6%)
Value$3.0M (-$370.7K)
Filed 2026-11-03
MFA Wealth Advisors, LLC
INCREASED
Shares8,492 from 8,282
Change+210 (+3%)
Value$3.0M (-$470.4K)
Filed 2026-10-07
Sanders Morris Harris LLC
INCREASED
Shares8,491 from 7,684
Change+807 (+11%)
Value$3.1M (-$96.6K)
Filed 2026-10-14
Alchemi Wealth, LLC
DECREASED
Shares8,458 from 8,633
Change-175 (-2%)
Value$3.0M (-$630.1K)
Filed 2026-11-04
Oslo Pensjonsforsikring AS
INCREASED
Shares8,446 from 8,061
Change+385 (+5%)
Value$3.0M (-$393.7K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares8,398 from 8,093
Change+305 (+4%)
Value$3.0M (-$424.2K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares8,381 from 5,550
Change+2,831 (+51%)
Value$3.0M (+$639.3K)
Filed 2026-11-02
Foster Group, Inc.
INCREASED
Shares8,307 from 8,255
Change+52 (+1%)
Value$2.9M (-$524.6K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares8,236 from 8,415
Change-179 (-2%)
Value$2.9M (-$617.1K)
Filed 2026-10-26
Swiss RE LTD
INCREASED
Shares8,229 from 5,009
Change+3,220 (+64%)
Value$2.9M (+$812.9K)
Filed 2026-11-06
Barr E S & Co
UNCHANGED
Shares8,220 from 8,220
Change0 (0%)
Value$2.9M (-$540.8K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
INCREASED
Shares8,210 from 3,225
Change+4,985 (+155%)
Value$2.9M (+$1.6M)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares8,195 from 7,830
Change+365 (+5%)
Value$2.9M (-$385.6K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares8,173 from 12,905
Change-4,732 (-37%)
Value$2.9M (-$2.5M)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,169 from 5,297
Change+2,872 (+54%)
Value$2.9M (+$670.5K)
Filed 2026-10-26
RVW Wealth, LLC
INCREASED
Shares8,169 from 8,046
Change+123 (+2%)
Value$2.9M (-$485.7K)
Filed 2026-10-06
Concord Wealth Partners
DECREASED
Shares8,148 from 9,386
Change-1,238 (-13%)
Value$2.9M (-$1.1M)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares8,135 from 7,980
Change+155 (+2%)
Value$2.9M (-$470.0K)
Filed 2026-10-29
Cromwell Holdings LLC
DECREASED
Shares8,097 from 9,285
Change-1,188 (-13%)
Value$2.9M (-$1.0M)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares8,086 from 8,107
Change-21 (0%)
Value$2.9M (-$540.8K)
Filed 2026-10-23
Eagle Wealth Advisors LLC
INCREASED
Shares8,065 from 8,041
Change+24 (+0%)
Value$2.9M (-$520.5K)
Filed 2026-10-20
Tlwm
DECREASED
Shares8,064 from 8,119
Change-55 (-1%)
Value$2.9M (-$553.7K)
Filed 2026-10-09
Maxi Investments CY Ltd
UNCHANGED
Shares8,040 from 8,040
Change0 (0%)
Value$2.9K (-$3.4M)
Filed 2026-10-26
Milestone Asset Management, LLC
INCREASED
Shares8,039 from 7,950
Change+89 (+1%)
Value$2.9M (-$491.5K)
Filed 2026-10-15
Variant Private Wealth, LLC
INCREASED
Shares8,033 from 7,914
Change+119 (+2%)
Value$2.9M (-$478.4K)
Filed 2026-10-21
Morling Financial Advisors, LLC
DECREASED
Shares8,029 from 8,381
Change-352 (-4%)
Value$2.8M (-$676.3K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares8,016 from 4,602
Change+3,414 (+74%)
Value$2.8M (+$909.0K)
Filed 2026-10-14
Cordatus Wealth Management LLC
DECREASED
Shares8,009 from 8,235
Change-226 (-3%)
Value$2.8M (-$622.0K)
Filed 2026-10-19
Axxion S.A.
DECREASED
Shares8,007 from 10,007
Change-2,000 (-20%)
Value$2.8M (-$1.4M)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares8,004 from 8,590
Change-586 (-7%)
Value$2.8M (-$772.9K)
Filed 2026-10-13
Sjbenen Advisory, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$2.9M (-$482.3K)
Filed 2026-10-19
Themes Management Co LLC
INCREASED
Shares7,951 from 7,712
Change+239 (+3%)
Value$2.8M (-$422.6K)
Filed 2026-10-29
Benin Management Corp
UNCHANGED
Shares7,951 from 7,951
Change0 (0%)
Value$2.8M (-$523.1K)
Filed 2026-10-22
Earned Wealth Advisors, LLC
INCREASED
Shares7,913 from 7,366
Change+547 (+7%)
Value$2.8M (-$290.5K)
Filed 2026-11-06
Virtue Capital Management, LLC
INCREASED
Shares7,890 from 5,862
Change+2,028 (+35%)
Value$2.8M (+$343.5K)
Filed 2026-10-29
Finer Wealth Management, Inc.
INCREASED
Shares7,832 from 7,284
Change+548 (+8%)
Value$2.8M (-$284.8K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares7,812 from 7,908
Change-96 (-1%)
Value$2.8M (-$554.3K)
Filed 2026-11-05
Kornitzer Capital Management Inc
INCREASED
Shares7,805 from 7,800
Change+5 (+0%)
Value$2.8M (-$511.4K)
Filed 2026-11-03
Klingman & Associates, LLC
DECREASED
Shares7,787 from 8,221
Change-434 (-5%)
Value$2.8M (-$694.8K)
Filed 2026-10-20
ARS Investment Partners, LLC
UNCHANGED
Shares7,712 from 7,712
Change0 (0%)
Value$2.7M (-$507.4K)
Filed 2026-11-05
Left Brain Wealth Management, LLC
DECREASED
Shares7,685 from 7,733
Change-48 (-1%)
Value$2.7M (-$525.8K)
Filed 2026-10-28
XXI Wealth, LLC
DECREASED
Shares7,661 from 7,790
Change-129 (-2%)
Value$2.7M (-$558.3K)
Filed 2026-10-22
Moran Wealth Management, LLC
INCREASED
Shares7,644 from 7,527
Change+117 (+2%)
Value$2.7M (-$453.7K)
Filed 2026-10-22
Leelyn Smith, LLC
DECREASED
Shares7,640 from 7,664
Change-24 (0%)
Value$2.7M (-$512.7K)
Filed 2026-11-03
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares7,573 from 9,243
Change-1,670 (-18%)
Value$2.7M (-$1.2M)
Filed 2026-10-09
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares7,558 from 7,939
Change-381 (-5%)
Value$2.7M (-$657.5K)
Filed 2026-11-04
Bernardo Wealth Planning LLC
INCREASED
Shares7,554 from 3,888
Change+3,666 (+94%)
Value$2.7M (+$1.0M)
Filed 2026-10-23
Schorn Wealth LLC
UNCHANGED
Shares7,536 from 7,536
Change0 (0%)
Value$2.7M (-$495.8K)
Filed 2026-10-14
Vigilare Wealth Management
DECREASED
Shares7,531 from 7,845
Change-314 (-4%)
Value$2.7M (-$627.5K)
Filed 2026-10-29
O'Domhnaill Enterprises, Inc.
NEW
Shares7,509
Change+7,509
Value$2.7M
Filed 2026-10-29
Univest Financial Corp
INCREASED
Shares7,507 from 6,908
Change+599 (+9%)
Value$2.7M (-$241.9K)
Filed 2026-11-05
Quantum Private Wealth, LLC
INCREASED
Shares7,484 from 6,543
Change+941 (+14%)
Value$2.7M (-$96.6K)
Filed 2026-10-20
Verum Partners LLC
INCREASED
Shares7,483 from 7,297
Change+186 (+3%)
Value$2.7M (-$414.1K)
Filed 2026-10-21
D'Orazio & Associates, Inc.
DECREASED
Shares7,481 from 7,787
Change-306 (-4%)
Value$2.7M (-$620.9K)
Filed 2026-11-04
Bensler, LLC
DECREASED
Shares7,461 from 7,589
Change-128 (-2%)
Value$2.6M (-$544.7K)
Filed 2026-11-05
Blue Line Capital, LLC / IL
INCREASED
Shares7,454 from 6,811
Change+643 (+9%)
Value$2.6M (-$220.0K)
Filed 2026-11-04
Tactive Advisors, LLC
INCREASED
Shares7,444 from 6,926
Change+518 (+7%)
Value$2.6M (-$271.9K)
Filed 2026-10-08
Uptick Partners, LLC
INCREASED
Shares7,427 from 7,230
Change+197 (+3%)
Value$2.6M (-$405.6K)
Filed 2026-11-04
First Heartland Consultants, Inc.
INCREASED
Shares7,414 from 6,439
Change+975 (+15%)
Value$2.6M (-$77.7K)
Filed 2026-10-08
Pacific Sage Partners, LLC
INCREASED
Shares7,398 from 7,390
Change+8 (+0%)
Value$2.6M (-$483.4K)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares7,391 from 7,532
Change-141 (-2%)
Value$2.6M (-$545.7K)
Filed 2026-11-05
Affinity Capital Advisors, LLC
INCREASED
Shares7,360 from 6,363
Change+997 (+16%)
Value$2.8M (+$145.7K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
INCREASED
Shares7,358 from 5,711
Change+1,647 (+29%)
Value$2.6M (+$208.6K)
Filed 2026-11-06
Cabot Wealth Management Inc
DECREASED
Shares7,357 from 7,766
Change-409 (-5%)
Value$2.6M (-$656.0K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
DECREASED
Shares7,328 from 10,247
Change-2,919 (-28%)
Value$2.6M (-$1.7M)
Filed 2026-10-20
One Wealth Capital Management, LLC
DECREASED
Shares7,315 from 12,644
Change-5,329 (-42%)
Value$2.6M (-$2.7M)
Filed 2026-10-23
Core Wealth Partners LLC
INCREASED
Shares7,314 from 7,076
Change+238 (+3%)
Value$2.6M (-$381.0K)
Filed 2026-11-02
Carroll Advisory Group, LLC
DECREASED
Shares7,311 from 7,754
Change-443 (-6%)
Value$2.6M (-$667.3K)
Filed 2026-10-16
Archford Capital Strategies, LLC
INCREASED
Shares7,310 from 6,328
Change+982 (+16%)
Value$2.6M (-$67.9K)
Filed 2026-10-19
Trust Co of Vermont
INCREASED
Shares7,307 from 7,120
Change+187 (+3%)
Value$2.6M (-$402.1K)
Filed 2026-10-21
Dudley Capital Management, LLC
UNCHANGED
Shares7,306 from 7,306
Change0 (0%)
Value$2.6M (-$480.7K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
INCREASED
Shares7,282 from 5,683
Change+1,599 (+28%)
Value$2.6M (+$193.6K)
Filed 2026-10-30
Ibex Wealth Advisors
INCREASED
Shares7,265 from 6,390
Change+875 (+14%)
Value$2.6M (-$109.9K)
Filed 2026-11-06
Clarus Wealth Advisors
INCREASED
Shares7,250 from 6,009
Change+1,241 (+21%)
Value$2.8M (+$406.5K)
Filed 2026-10-13
Corda Investment Management, Llc.
INCREASED
Shares7,247 from 6,475
Change+772 (+12%)
Value$2.6M (-$152.1K)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares7,195 from 7,232
Change-37 (-1%)
Value$2.6M (-$488.9K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,177 from 6,406
Change+771 (+12%)
Value$2.5M (-$147.9K)
Filed 2026-10-27
Integral Investment Advisors, Inc.
INCREASED
Shares7,176 from 6,056
Change+1,120 (+18%)
Value$2.5M (-$1.0K)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares7,168 from 7,510
Change-342 (-5%)
Value$2.5M (-$615.4K)
Filed 2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED
Shares7,146 from 5,501
Change+1,645 (+30%)
Value$2.5M (+$221.8K)
Filed 2026-11-04
Floyd Financial Group LLC
INCREASED
Shares7,132 from 5,363
Change+1,769 (+33%)
Value$2.7M (+$551.4K)
Filed 2026-10-28
Retirement Planning Group, LLC
INCREASED
Shares7,129 from 6,727
Change+402 (+6%)
Value$2.5M (-$299.9K)
Filed 2026-10-19
Strengthening Families & Communities, LLC
INCREASED
Shares7,124 from 6,998
Change+126 (+2%)
Value$2.5M (-$415.7K)
Filed 2026-10-21
Grandview Asset Management LLC
DECREASED
Shares7,117 from 9,420
Change-2,303 (-24%)
Value$2.5M (-$1.4M)
Filed 2026-10-19
Wealth Alliance Advisory Group, LLC
INCREASED
Shares7,105 from 6,480
Change+625 (+10%)
Value$2.5M (-$204.6K)
Filed 2026-10-14
Clark Asset Management, LLC
DECREASED
Shares7,075 from 7,085
Change-10 (0%)
Value$2.5M (-$469.7K)
Filed 2026-10-19
Avion Wealth
INCREASED
Shares7,008 from 6,612
Change+396 (+6%)
Value$2.5K (-$2.8M)
Filed 2026-11-04
Y.D. More Investments Ltd
INCREASED
Shares7,001 from 6,458
Change+543 (+8%)
Value$2.5M (-$174.4K)
Filed 2026-11-02
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$2.5M (-$460.5K)
Filed 2026-10-20
Wealth Analytics Partners, LLC
DECREASED
Shares6,968 from 7,181
Change-213 (-3%)
Value$2.5M (-$372.6K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
INCREASED
Shares6,965 from 6,928
Change+37 (+1%)
Value$2.5M (-$442.7K)
Filed 2026-10-16
M&G Plc
DECREASED
Shares6,891 from 11,900
Change-5,009 (-42%)
Value$2.4M (-$2.6M)
Filed 2026-11-04
Private Wealth Partners, LLC
DECREASED
Shares6,875 from 8,306
Change-1,431 (-17%)
Value$2.4M (-$1.1M)
Filed 2026-10-22
Allen Capital Group, LLC
DECREASED
Shares6,871 from 7,075
Change-204 (-3%)
Value$2.4M (-$537.8K)
Filed 2026-10-27
Annex Advisory Services, LLC
DECREASED
Shares6,858 from 7,547
Change-689 (-9%)
Value$2.4M (-$741.0K)
Filed 2026-10-16
ZWJ Investment Counsel Inc
DECREASED
Shares6,851 from 6,918
Change-67 (-1%)
Value$2.4M (-$478.9K)
Filed 2026-10-15
LexAurum Advisors, LLC
DECREASED
Shares6,839 from 7,038
Change-199 (-3%)
Value$2.4M (-$533.6K)
Filed 2026-10-19
CRA Financial Services, LLC
INCREASED
Shares6,813 from 6,612
Change+201 (+3%)
Value$2.4M (-$363.7K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares6,759 from 6,942
Change-183 (-3%)
Value$2.4M (-$535.0K)
Filed 2026-11-03
Americana Partners, LLC
INCREASED
Shares6,743 from 5,569
Change+1,174 (+21%)
Value$2.4M (+$50.2K)
Filed 2026-10-28
Bernicke Wealth Management, Ltd.
INCREASED
Shares6,729 from 6,325
Change+404 (+6%)
Value$2.4M (-$272.6K)
Filed 2026-11-06
Arlington Trust Co LLC
INCREASED
Shares6,716 from 6,461
Change+255 (+4%)
Value$2.4M (-$334.6K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
INCREASED
Shares6,698 from 5,988
Change+710 (+12%)
Value$2.4M (-$142.1K)
Filed 2026-10-23
AXS Investments LLC
DECREASED
Shares6,663 from 6,843
Change-180 (-3%)
Value$2.4M (-$514.1K)
Filed 2026-11-04
Southland Equity Partners LLC
DECREASED
Shares6,658 from 6,974
Change-316 (-5%)
Value$2.4M (-$570.9K)
Filed 2026-10-14
Wealth Effects LLC
INCREASED
Shares6,658 from 6,552
Change+106 (+2%)
Value$2.4M (-$393.4K)
Filed 2026-10-23
True North Advisors, LLC
INCREASED
Shares6,618 from 5,232
Change+1,386 (+26%)
Value$2.3M (+$147.5K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
DECREASED
Shares6,609 from 6,617
Change-8 (0%)
Value$2.3M (-$438.2K)
Filed 2026-11-05
Waldron Private Wealth LLC
INCREASED
Shares6,606 from 6,155
Change+451 (+7%)
Value$2.3M (-$244.8K)
Filed 2026-11-02
Spirit of America Management Corp
INCREASED
Shares6,575 from 6,475
Change+100 (+2%)
Value$2.3M (-$390.5K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,574 from 6,694
Change-120 (-2%)
Value$2.3M (-$483.0K)
Filed 2026-10-20
Sun Group Wealth Partners
INCREASED
Shares6,506 from 6,440
Change+66 (+1%)
Value$2.3M (-$400.3K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
DECREASED
Shares6,472 from 6,487
Change-15 (0%)
Value$2.3M (-$432.1K)
Filed 2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares6,462 from 6,565
Change-103 (-2%)
Value$2.3M (-$468.5K)
Filed 2026-10-23
U S Global Investors Inc
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$2.3M (-$424.3K)
Filed 2026-10-22
RFG Holdings, Inc.
INCREASED
Shares6,449 from 6,254
Change+195 (+3%)
Value$2.3M (-$342.5K)
Filed 2026-10-30
AMG National Trust Bank
DECREASED
Shares6,447 from 6,599
Change-152 (-2%)
Value$2.3M (-$488.1K)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares6,427 from 6,275
Change+152 (+2%)
Value$2.3M (-$358.8K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
INCREASED
Shares6,407 from 6,243
Change+164 (+3%)
Value$2.5M (-$173.8K)
Filed 2026-10-13
Sage Capital Management, LLC
UNCHANGED
Shares6,373 from 6,373
Change0 (0%)
Value$2.3M (-$419.3K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares6,364 from 6,369
Change-5 (0%)
Value$2.3M (-$420.9K)
Filed 2026-10-14
Chris Bulman Inc
DECREASED
Shares6,356 from 6,416
Change-60 (-1%)
Value$2.3M (-$443.4K)
Filed 2026-10-20
Carter Financial Group, Inc.
INCREASED
Shares6,343 from 5,415
Change+928 (+17%)
Value$2.3M (-$27.0K)
Filed 2026-10-21
Impact Capital Partners LLC
INCREASED
Shares6,341 from 6,096
Change+245 (+4%)
Value$2.2M (-$314.1K)
Filed 2026-10-22
SLT Holdings LLC
INCREASED
Shares6,329 from 6,324
Change+5 (+0%)
Value$2.2M (-$414.3K)
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares6,324 from 13,237
Change-6,913 (-52%)
Value$2.2M (-$3.3M)
Filed 2026-10-14
Purus Wealth Management, LLC
INCREASED
Shares6,317 from 6,311
Change+6 (+0%)
Value$2.2M (-$413.1K)
Filed 2026-10-15
Hudson Canyon Capital Management
DECREASED
Shares6,309 from 6,696
Change-387 (-6%)
Value$2.2M (-$577.8K)
Filed 2026-11-04
Toth Financial Advisory Corp
DECREASED
Shares6,308 from 6,427
Change-119 (-2%)
Value$2.2M (-$465.1K)
Filed 2026-10-08
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares6,303 from 6,783
Change-480 (-7%)
Value$2.2M (-$616.6K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
DECREASED
Shares6,303 from 6,324
Change-21 (0%)
Value$2.2M (-$423.4K)
Filed 2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares6,290 from 6,175
Change+115 (+2%)
Value$2.2M (-$365.6K)
Filed 2026-10-09
Bourne Lent Asset Management Inc
UNCHANGED
Shares6,275 from 6,275
Change0 (0%)
Value$2.2M (-$412.8K)
Filed 2026-11-05
MCF Advisors LLC
INCREASED
Shares6,254 from 6,114
Change+140 (+2%)
Value$2.2M (-$352.6K)
Filed 2026-10-28
Fortis Group Advisors, LLC
INCREASED
Shares6,233 from 5,617
Change+616 (+11%)
Value$2.5M (+$107.2K)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares6,222 from 5,861
Change+361 (+6%)
Value$2.2M (-$257.6K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares6,212 from 5,854
Change+358 (+6%)
Value$2.2M (-$258.1K)
Filed 2026-11-05
Davidson Kahn Capital Management, LLC
INCREASED
Shares6,192 from 4,709
Change+1,483 (+31%)
Value$2.2M (+$216.4K)
Filed 2026-10-26
1900 Wealth Management LLC
DECREASED
Shares6,152 from 6,183
Change-31 (0%)
Value$2.2M (-$417.8K)
Filed 2026-10-13
Net Worth Advisory Group
INCREASED
Shares6,143 from 6,010
Change+133 (+2%)
Value$2.2M (-$352.5K)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED
Shares6,138 from 5,548
Change+590 (+11%)
Value$2.2M (-$155.7K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
DECREASED
Shares6,128 from 6,154
Change-26 (0%)
Value$2.2M (-$414.1K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares6,115 from 5,908
Change+207 (+4%)
Value$2.2M (-$315.3K)
Filed 2026-10-20
Rezny Wealth Management, Inc.
INCREASED
Shares6,115 from 5,951
Change+164 (+3%)
Value$2.2M (-$333.3K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
DECREASED
Shares6,098 from 6,167
Change-69 (-1%)
Value$2.2M (-$430.2K)
Filed 2026-10-07
Accredited Investors Inc.
INCREASED
Shares6,083 from 6,026
Change+57 (+1%)
Value$2.2M (-$376.3K)
Filed 2026-11-03
Valen Private Capital, LLC
NEW
Shares6,074
Change+6,074
Value$2.2M
Filed 2026-10-23
Arnold Financial Planning LLC
DECREASED
Shares6,050 from 6,159
Change-109 (-2%)
Value$2.1M (-$443.9K)
Filed 2026-10-20
West Wealth Group, LLC
INCREASED
Shares6,036 from 5,740
Change+296 (+5%)
Value$2.1M (-$272.6K)
Filed 2026-10-14
Quad-Cities Investment Group, LLC
INCREASED
Shares5,982 from 5,726
Change+256 (+4%)
Value$2.1M (-$285.9K)
Filed 2026-10-16
Cypress Capital Group
INCREASED
Shares5,974 from 5,574
Change+400 (+7%)
Value$2.1M (-$224.8K)
Filed 2026-11-03
Palacios Wealth Management, LLC
DECREASED
Shares5,974 from 5,985
Change-11 (0%)
Value$2.1M (-$397.7K)
Filed 2026-11-04
Stone Wealth Partners
INCREASED
Shares5,968 from 2,448
Change+3,520 (+144%)
Value$2.1M (+$1.1M)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares5,966 from 5,449
Change+517 (+9%)
Value$2.1M (-$174.9K)
Filed 2026-10-26
Argentarii, LLC
DECREASED
Shares5,950 from 5,955
Change-5 (0%)
Value$2.1M (+$129.2K)
Filed 2026-10-28
Mainstream Capital Management LLC
DECREASED
Shares5,947 from 5,985
Change-38 (-1%)
Value$2.1M (-$407.2K)
Filed 2026-10-23
SP Asset Management LLC
DECREASED
Shares5,944 from 6,115
Change-171 (-3%)
Value$2.1M (-$462.8K)
Filed 2026-11-05
Jacobsen Capital Management
INCREASED
Shares5,933 from 5,745
Change+188 (+3%)
Value$2.1M (-$311.3K)
Filed 2026-10-27
Intesa Sanpaolo Wealth Management
INCREASED
Shares5,931 from 4,703
Change+1,228 (+26%)
Value$2.1M (+$126.3K)
Filed 2026-10-28
FFG Partners, LLC
DECREASED
Shares5,929 from 6,401
Change-472 (-7%)
Value$2.1M (-$588.6K)
Filed 2026-10-15
DDD Partners, LLC
INCREASED
Shares5,926 from 5,742
Change+184 (+3%)
Value$2.1M (-$312.5K)
Filed 2026-11-02
Albion Financial Group
DECREASED
Shares5,926 from 5,936
Change-10 (0%)
Value$2.1M (-$394.1K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares5,913 from 5,913
Change0 (0%)
Value$2.1M (-$389.0K)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares5,905
Change+5,905
Value$2.1M
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares5,901 from 5,274
Change+627 (+12%)
Value$2.1K (-$2.2M)
Filed 2026-11-05
QP Wealth Management, LLC
DECREASED
Shares5,895 from 6,189
Change-294 (-5%)
Value$2.1M (-$511.5K)
Filed 2026-10-20
Bailard, Inc.
INCREASED
Shares5,893 from 5,658
Change+235 (+4%)
Value$2.1M (-$288.9K)
Filed 2026-10-13
Canopy Partners, LLC
INCREASED
Shares5,880 from 5,681
Change+199 (+4%)
Value$2.1M (-$303.1K)
Filed 2026-10-28
Aspiriant, LLC
INCREASED
Shares5,863 from 5,855
Change+8 (+0%)
Value$2.1M (-$382.4K)
Filed 2026-10-16
Wespac Advisors SoCal, LLC
DECREASED
Shares5,862 from 5,882
Change-20 (0%)
Value$2.1M (-$394.1K)
Filed 2026-10-13
Shelton Wealth Management, LLC
INCREASED
Shares5,854 from 5,214
Change+640 (+12%)
Value$2.1M (-$116.0K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares5,850 from 5,919
Change-69 (-1%)
Value$2.1M (-$15.7K)
Filed 2026-10-30
Fogel Capital Management, Inc.
UNCHANGED
Shares5,838 from 5,838
Change0 (0%)
Value$2.1M (-$384.1K)
Filed 2026-11-04
Security National Bank
INCREASED
Shares5,835 from 5,676
Change+159 (+3%)
Value$2.1M (-$317.0K)
Filed 2026-10-26
Crown Wealth Group, LLC
DECREASED
Shares5,826 from 6,303
Change-477 (-8%)
Value$2.1M (-$583.9K)
Filed 2026-10-19
Mirador Capital Partners LP
DECREASED
Shares5,820 from 12,023
Change-6,203 (-52%)
Value$2.1M (-$3.0M)
Filed 2026-10-09
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares5,813 from 5,783
Change+30 (+1%)
Value$2.1M (-$369.8K)
Filed 2026-10-14
Tabr Capital Management, LLC
UNCHANGED
Shares5,813 from 5,813
Change0 (0%)
Value$2.1M (-$382.4K)
Filed 2026-10-20
Atticus Wealth Management, LLC
INCREASED
Shares5,808 from 5,350
Change+458 (+9%)
Value$2.1M (-$189.5K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
DECREASED
Shares5,798 from 8,578
Change-2,780 (-32%)
Value$2.1M (-$1.6M)
Filed 2026-11-05
William Mack & Associates, Inc.
DECREASED
Shares5,798 from 6,002
Change-204 (-3%)
Value$2.1M (-$467.3K)
Filed 2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED
Shares5,797 from 5,764
Change+33 (+1%)
Value$2.1M (-$367.5K)
Filed 2026-10-15
Riversedge Advisors, LLC
INCREASED
Shares5,776 from 5,336
Change+440 (+8%)
Value$2.0M (-$194.9K)
Filed 2026-10-09
Mount Vernon Associates Inc
INCREASED
Shares5,745 from 5,645
Change+100 (+2%)
Value$2.0K (-$2.4M)
Filed 2026-10-26
Yarbrough Capital, LLC
UNCHANGED
Shares5,721 from 5,721
Change0 (0%)
Value$2.0M (-$376.4K)
Filed 2026-10-19
CV Advisors LLC
INCREASED
Shares5,698 from 4,707
Change+991 (+21%)
Value$2.0M (+$41.9K)
Filed 2026-10-13
Altiora Financial Group, LLC
DECREASED
Shares5,692 from 5,795
Change-103 (-2%)
Value$2.0M (-$417.8K)
Filed 2026-11-04
Trust Co of Toledo NA
INCREASED
Shares5,687 from 5,409
Change+278 (+5%)
Value$2.0M (-$257.2K)
Filed 2026-10-16
Pennsylvania Capital Management Inc
UNCHANGED
Shares5,669 from 5,669
Change0 (0%)
Value$2.0M (-$373.0K)
Filed 2026-11-05
Avondale Wealth Management
DECREASED
Shares5,655 from 5,727
Change-72 (-1%)
Value$2.0M (-$402.3K)
Filed 2026-10-15
Burton Enright Welch
DECREASED
Shares5,654 from 6,287
Change-633 (-10%)
Value$2.0M (-$638.2K)
Filed 2026-11-04
Pacific Asset Management, LLC
DECREASED
Shares5,637 from 5,677
Change-40 (-1%)
Value$2.0M (-$387.7K)
Filed 2026-10-15
Crystal Rock Capital Management
UNCHANGED
Shares5,635 from 5,635
Change0 (0%)
Value$2.0M (-$370.7K)
Filed 2026-10-28
ProVise Management Group, LLC
DECREASED
Shares5,634 from 6,248
Change-614 (-10%)
Value$2.0M (-$628.9K)
Filed 2026-11-06
Fairscale Capital, LLC
INCREASED
Shares5,626 from 5,591
Change+35 (+1%)
Value$2.2M (-$102.2K)
Filed 2026-11-04
Sims Investment Management, LLC
DECREASED
Shares5,619 from 5,668
Change-49 (-1%)
Value$2.0M (-$390.3K)
Filed 2026-10-13
Landaas & Co
INCREASED
Shares5,617 from 4,542
Change+1,075 (+24%)
Value$2.0M (+$82.6K)
Filed 2026-10-29
Naples Global Advisors, LLC
UNCHANGED
Shares5,606 from 5,606
Change0 (0%)
Value$2.0M (-$368.8K)
Filed 2026-11-05
Aurora Investment Managers, Llc.
DECREASED
Shares5,603 from 5,704
Change-101 (-2%)
Value$2.0K (-$411)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares5,562 from 5,523
Change+39 (+1%)
Value$2.0M (-$349.5K)
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares5,552 from 5,552
Change0 (0%)
Value$2.0M (-$365.3K)
Filed 2026-10-28
Golden Reserve Retirement LLC
INCREASED
Shares5,544 from 4,829
Change+715 (+15%)
Value$2.0M (-$64.1K)
Filed 2026-11-02
Philadelphia Trust Co
INCREASED
Shares5,521 from 3,521
Change+2,000 (+57%)
Value$2.0K (-$1.5M)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares5,513 from 2,933
Change+2,580 (+88%)
Value$2.0M (+$722.4K)
Filed 2026-10-28
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares5,499 from 5,663
Change-164 (-3%)
Value$2.0M (-$430.8K)
Filed 2026-10-20
Palatine Hill Wealth Management, LLC
DECREASED
Shares5,498 from 5,970
Change-472 (-8%)
Value$2.0M (-$560.4K)
Filed 2026-11-03
Titan Investment Management LLC
DECREASED
Shares5,490 from 5,493
Change-3 (0%)
Value$1.9M (-$362.4K)
Filed 2026-10-22
Thrive Wealth Management, LLC
DECREASED
Shares5,471 from 5,779
Change-308 (-5%)
Value$1.9M (-$489.5K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
INCREASED
Shares5,461 from 4,943
Change+518 (+10%)
Value$2.1M (-$23.4K)
Filed 2026-10-09
Waters Parkerson & Co., LLC
UNCHANGED
Shares5,452 from 5,452
Change0 (0%)
Value$1.9M (-$358.7K)
Filed 2026-11-04
AGP Franklin, LLC
DECREASED
Shares5,449 from 5,780
Change-331 (-6%)
Value$1.9M (-$497.7K)
Filed 2026-11-04
Kaizen Financial Strategies
DECREASED
Shares5,430 from 5,653
Change-223 (-4%)
Value$1.9M (-$477.6K)
Filed 2026-10-09
Hamilton Capital, LLC
INCREASED
Shares5,415 from 5,383
Change+32 (+1%)
Value$1.9M (-$342.8K)
Filed 2026-10-08
Jm2 Capital Inc.
DECREASED
Shares5,391 from 5,431
Change-40 (-1%)
Value$1.9M (-$371.5K)
Filed 2026-10-14
GPM Growth Investors, Inc.
UNCHANGED
Shares5,370 from 5,370
Change0 (0%)
Value$1.9M (-$353.3K)
Filed 2026-10-30
Trilogy Capital Inc.
INCREASED
Shares5,329 from 4,554
Change+775 (+17%)
Value$1.9M (-$24.6K)
Filed 2026-10-20
Cullinan Associates Inc
INCREASED
Shares5,321 from 3,800
Change+1,521 (+40%)
Value$1.9M (+$289.7K)
Filed 2026-11-03
StoryOne LLC
INCREASED
Shares5,296 from 3,323
Change+1,973 (+59%)
Value$1.9M (+$481.4K)
Filed 2026-10-13
Robocap Asset Management Ltd
INCREASED
Shares5,296 from 5,251
Change+45 (+1%)
Value$1.9M (-$329.5K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
DECREASED
Shares5,291 from 5,360
Change-69 (-1%)
Value$1.9M (-$377.1K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares5,285 from 5,106
Change+179 (+4%)
Value$1.9M (-$272.4K)
Filed 2026-10-20
Guardian Asset Advisors, LLC
INCREASED
Shares5,283 from 5,278
Change+5 (+0%)
Value$1.9M (-$345.6K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares5,270 from 5,372
Change-102 (-2%)
Value$1.9M (-$389.6K)
Filed 2026-10-21
Fidelis iM, LLC
INCREASED
Shares5,243 from 5,143
Change+100 (+2%)
Value$1.9M (-$302.9K)
Filed 2026-10-16
ACT Wealth Management, LLC
UNCHANGED
Shares5,241 from 5,241
Change0 (0%)
Value$1.9M (-$344.8K)
Filed 2026-10-09
Yankcom Partnership
INCREASED
Shares5,240 from 4,341
Change+899 (+21%)
Value$1.9M (+$33.4K)
Filed 2026-10-15
Ethos Capital Management, Inc.
INCREASED
Shares5,229 from 4,364
Change+865 (+20%)
Value$1.9M (+$19.8K)
Filed 2026-11-03
MW Advisory, LLC
INCREASED
Shares5,214 from 4,223
Change+991 (+23%)
Value$1.8M (+$73.8K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares5,202 from 3,668
Change+1,534 (+42%)
Value$1.8M (+$303.0K)
Filed 2026-11-05
EdgeRock Capital LLC
INCREASED
Shares5,185 from 4,731
Change+454 (+10%)
Value$1.8M (-$150.2K)
Filed 2026-11-03
Peck Wealth Management, LLC
UNCHANGED
Shares5,180 from 5,180
Change0 (0%)
Value$1.8M (-$340.8K)
Filed 2026-10-29
PW Nova Financial Services LLC
DECREASED
Shares5,179 from 5,642
Change-463 (-8%)
Value$1.8M (-$535.5K)
Filed 2026-10-15
Sara-Bay Financial
INCREASED
Shares5,176 from 4,129
Change+1,047 (+25%)
Value$1.8M (+$99.8K)
Filed 2026-10-21
Wealth Advisors Northwest LLC
UNCHANGED
Shares5,172 from 5,172
Change0 (0%)
Value$1.8M (-$340.3K)
Filed 2026-10-29
True Private Wealth Advisors
DECREASED
Shares5,169 from 5,953
Change-784 (-13%)
Value$1.8M (-$669.4K)
Filed 2026-10-19
Waterfront Wealth Inc.
INCREASED
Shares5,162 from 5,099
Change+63 (+1%)
Value$1.9M (-$143.0K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
INCREASED
Shares5,138 from 5,061
Change+77 (+2%)
Value$1.8M (-$305.6K)
Filed 2026-10-01
Crumly & Associates Inc.
INCREASED
Shares5,130 from 4,698
Change+432 (+9%)
Value$1.8M (-$155.8K)
Filed 2026-10-07
Vanguard Capital Wealth Advisors
DECREASED
Shares5,114 from 5,325
Change-211 (-4%)
Value$1.8M (-$425.2K)
Filed 2026-10-16
Welch & Forbes LLC
DECREASED
Shares5,109 from 5,199
Change-90 (-2%)
Value$1.8M (-$374.0K)
Filed 2026-11-04
Abundance Wealth Counselors
DECREASED
Shares5,098 from 5,182
Change-84 (-2%)
Value$1.8M (-$370.7K)
Filed 2026-10-26
Chicago Trust Co NA
INCREASED
Shares5,094 from 3,252
Change+1,842 (+57%)
Value$1.8M (+$439.6K)
Filed 2026-10-28
Perryman Financial Advisory Inc
INCREASED
Shares5,079 from 3,984
Change+1,095 (+27%)
Value$1.8M (+$126.1K)
Filed 2026-10-16
XML Financial, LLC
DECREASED
Shares5,058 from 5,991
Change-933 (-16%)
Value$1.8M (-$725.1K)
Filed 2026-10-29
Stackstone Wealth, LLC
NEW
Shares5,044
Change+5,044
Value$1.8M
Filed 2026-10-19
LS Investment Advisors, LLC
INCREASED
Shares5,039 from 2,777
Change+2,262 (+81%)
Value$1.8M (+$619.9K)
Filed 2026-10-13
Uniting Wealth Partners, LLC
INCREASED
Shares5,039 from 3,673
Change+1,366 (+37%)
Value$1.8M (+$243.0K)
Filed 2026-11-06
HF Advisory Group, LLC
UNCHANGED
Shares5,027 from 5,027
Change0 (0%)
Value$1.8M (-$330.7K)
Filed 2026-10-09
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares5,017 from 5,075
Change-58 (-1%)
Value$1.8M (-$354.5K)
Filed 2026-10-07
Consolidated Investment Group LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.8M (-$329.0K)
Filed 2026-11-04
Motive Wealth Advisors
INCREASED
Shares4,993 from 4,896
Change+97 (+2%)
Value$1.8M (-$287.7K)
Filed 2026-10-26
Karras Company, Inc.
DECREASED
Shares4,979 from 4,982
Change-3 (0%)
Value$1.8M (-$328.8K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
INCREASED
Shares4,956 from 4,660
Change+296 (+6%)
Value$1.8M (-$201.6K)
Filed 2026-10-09
Stevens Capital Partners
INCREASED
Shares4,955 from 4,585
Change+370 (+8%)
Value$1.8M (-$170.6K)
Filed 2026-10-29
University of Texas S AM Investment Management Co
DECREASED
Shares4,950 from 19,278
Change-14,328 (-74%)
Value$1.8M (-$6.4M)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares4,935 from 4,854
Change+81 (+2%)
Value$1.9M (-$173.1K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares4,923 from 4,923
Change0 (0%)
Value$1.7M (-$323.9K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED
Shares4,919 from 4,972
Change-53 (-1%)
Value$1.7M (-$345.9K)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares4,911 from 4,936
Change-25 (-1%)
Value$1.7M (-$333.5K)
Filed 2026-10-23
Lighthouse Financial LLC
INCREASED
Shares4,897 from 1,748
Change+3,149 (+180%)
Value$1.7M (+$1.0M)
Filed 2026-10-23
Wiregrass Investment Management LLC
DECREASED
Shares4,894 from 5,626
Change-732 (-13%)
Value$1.7M (-$629.9K)
Filed 2026-11-05
Mindset Wealth Management, LLC
DECREASED
Shares4,886 from 5,182
Change-296 (-6%)
Value$1.7M (-$445.9K)
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares4,880 from 4,397
Change+483 (+11%)
Value$1.7M (-$117.9K)
Filed 2026-11-03
Wealth Architects, LLC
DECREASED
Shares4,876 from 5,409
Change-533 (-10%)
Value$1.7M (-$545.0K)
Filed 2026-11-03
Greenspring Advisors, LLC
INCREASED
Shares4,871 from 4,865
Change+6 (+0%)
Value$1.7M (-$318.0K)
Filed 2026-11-05
Wheelhouse Advisory Group LLC
INCREASED
Shares4,860 from 4,318
Change+542 (+13%)
Value$1.7M (-$91.8K)
Filed 2026-10-20
Tritonpoint Wealth, LLC
DECREASED
Shares4,859 from 5,003
Change-144 (-3%)
Value$1.7M (-$380.2K)
Filed 2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED
Shares4,858 from 4,772
Change+86 (+2%)
Value$1.8M (-$102.6K)
Filed 2026-10-21
TrueWealth Advisors, LLC
INCREASED
Shares4,857 from 4,545
Change+312 (+7%)
Value$1.7M (-$188.3K)
Filed 2026-10-09
Friday Financial
INCREASED
Shares4,856 from 4,483
Change+373 (+8%)
Value$1.7M (-$86.7K)
Filed 2026-10-09
Guyasuta Investment Advisors Inc
DECREASED
Shares4,848 from 4,912
Change-64 (-1%)
Value$1.7M (-$345.9K)
Filed 2026-10-15
Martel Wealth Advisors LLC
UNCHANGED
Shares4,848 from 4,848
Change0 (0%)
Value$1.7M (-$319.0K)
Filed 2026-10-14
CFM Wealth Partners LLC
DECREASED
Shares4,839 from 5,007
Change-168 (-3%)
Value$1.7M (-$389.0K)
Filed 2026-11-05
Index Fund Advisors, Inc.
INCREASED
Shares4,833 from 4,754
Change+79 (+2%)
Value$1.7M (-$284.8K)
Filed 2026-11-05
MFG Wealth Management, Inc.
INCREASED
Shares4,830 from 4,625
Change+205 (+4%)
Value$1.7M (-$231.4K)
Filed 2026-10-09
BLB&B Advisors, LLC
INCREASED
Shares4,823 from 4,822
Change+1 (+0%)
Value$1.7M (-$316.9K)
Filed 2026-10-27
GSG Advisors LLC
INCREASED
Shares4,801 from 3,468
Change+1,333 (+38%)
Value$1.7M (+$244.8K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED
Shares4,801 from 4,990
Change-189 (-4%)
Value$1.7M (-$395.3K)
Filed 2026-10-23
Gradient Investments LLC
DECREASED
Shares4,793 from 8,399
Change-3,606 (-43%)
Value$1.7M (-$1.8M)
Filed 2026-10-08
GAM Holding AG
DECREASED
Shares4,790 from 4,794
Change-4 (0%)
Value$1.7M (-$316.8K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
INCREASED
Shares4,789 from 4,737
Change+52 (+1%)
Value$1.7M (-$293.1K)
Filed 2026-10-16
Adirondack Trust Co
DECREASED
Shares4,787 from 4,887
Change-100 (-2%)
Value$1.7M (-$357.0K)
Filed 2026-10-14
Reflection Asset Management
INCREASED
Shares4,786 from 4,577
Change+209 (+5%)
Value$1.7M (-$227.0K)
Filed 2026-10-28
Burney Co/
DECREASED
Shares4,756 from 5,036
Change-280 (-6%)
Value$1.7M (-$430.7K)
Filed 2026-10-15
Mechanics Financial Corp
INCREASED
Shares4,754 from 4,684
Change+70 (+1%)
Value$1.7M (-$283.3K)
Filed 2026-11-05
Searcy Financial Services Inc
UNCHANGED
Shares4,752 from 4,752
Change0 (0%)
Value$1.7M (-$312.6K)
Filed 2026-10-07
Vision Financial Markets LLC
DECREASED
Shares4,747 from 4,762
Change-15 (0%)
Value$1.7M (-$318.9K)
Filed 2026-10-22
Intrua Financial, LLC
INCREASED
Shares4,743 from 4,461
Change+282 (+6%)
Value$1.7M (-$193.4K)
Filed 2026-10-28
Advisory Resource Group
UNCHANGED
Shares4,742 from 4,742
Change0 (0%)
Value$1.7M (-$312.0K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares4,727 from 4,573
Change+154 (+3%)
Value$1.7M (-$246.2K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares4,725 from 4,716
Change+9 (+0%)
Value$1.8M (-$56.8K)
Filed 2026-10-19
Box Hill Private Wealth LLC
DECREASED
Shares4,716 from 4,931
Change-215 (-4%)
Value$1.7M (-$400.7K)
Filed 2026-10-05
Horizon Wealth Management, LLC
DECREASED
Shares4,711 from 4,724
Change-13 (0%)
Value$1.7M (-$315.4K)
Filed 2026-11-02
Outbound Financial Inc
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$1.7M (-$308.6K)
Filed 2026-10-13
Creekside Partners
UNCHANGED
Shares4,682 from 4,682
Change0 (0%)
Value$1.7M (-$308.0K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
DECREASED
Shares4,663 from 4,752
Change-89 (-2%)
Value$1.7M (-$344.2K)
Filed 2026-10-06
Bosman Wealth Management, LLC
UNCHANGED
Shares4,661 from 4,661
Change0 (0%)
Value$1.7M (-$306.6K)
Filed 2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares4,659 from 4,845
Change-186 (-4%)
Value$1.7M (-$384.7K)
Filed 2026-10-15
Elevatus Welath Management
DECREASED
Shares4,658 from 4,907
Change-249 (-5%)
Value$1.7M (-$411.0K)
Filed 2026-10-19
WealthPLAN Partners, LLC
DECREASED
Shares4,651 from 5,010
Change-359 (-7%)
Value$1.7M (-$457.0K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
DECREASED
Shares4,650 from 4,993
Change-343 (-7%)
Value$1.6M (-$450.2K)
Filed 2026-10-20
Valley National Advisers Inc
INCREASED
Shares4,618 from 4,556
Change+62 (+1%)
Value$1.6M (-$277.9K)
Filed 2026-10-23
Wagner Wealth Management, LLC
DECREASED
Shares4,611 from 4,652
Change-41 (-1%)
Value$1.6M (-$320.6K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares4,606 from 4,541
Change+65 (+1%)
Value$1.6M (-$275.7K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
INCREASED
Shares4,603 from 4,372
Change+231 (+5%)
Value$1.6M (-$205.8K)
Filed 2026-10-29
Winch Advisory Services, LLC
DECREASED
Shares4,587 from 4,651
Change-64 (-1%)
Value$1.6M (-$328.7K)
Filed 2026-11-06
Sigma Investment Counselors Inc
DECREASED
Shares4,571 from 5,427
Change-856 (-16%)
Value$1.6M (-$660.8K)
Filed 2026-10-27
LifeWealth Investments, LLC
DECREASED
Shares4,566 from 4,619
Change-53 (-1%)
Value$1.6M (-$322.7K)
Filed 2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares4,562 from 4,562
Change0 (0%)
Value$1.9M ($0)
Filed 2026-11-03
Greenfield Savings Bank
DECREASED
Shares4,528 from 4,639
Change-111 (-2%)
Value$1.6M (-$344.6K)
Filed 2026-10-07
Legacy Financial Strategies, LLC
INCREASED
Shares4,526 from 4,510
Change+16 (+0%)
Value$1.6M (-$291.0K)
Filed 2026-10-15
Shearwater Capital LLC
UNCHANGED
Shares4,521 from 4,521
Change0 (0%)
Value$1.6M (-$297.4K)
Filed 2026-10-13
T3 Companies, LLC
NEW
Shares4,520
Change+4,520
Value$1.6M
Filed 2026-10-22
Schmidt P J Investment Management Inc
DECREASED
Shares4,518 from 4,763
Change-245 (-5%)
Value$1.6M (-$400.3K)
Filed 2026-11-02
Meridian Financial Partners LLC
DECREASED
Shares4,513 from 4,563
Change-50 (-1%)
Value$1.6M (-$164.2K)
Filed 2026-10-23
Lionshead Wealth Management, LLC
INCREASED
Shares4,502 from 4,001
Change+501 (+13%)
Value$1.6M (-$85.5K)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares4,501 from 3,516
Change+985 (+28%)
Value$1.7M (+$240.0K)
Filed 2026-10-23
Viking Fund Management LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$1.6M (-$296.1K)
Filed 2026-10-14
Beacon Financial Group
INCREASED
Shares4,481 from 4,154
Change+327 (+8%)
Value$1.6M (-$157.3K)
Filed 2026-10-19
AMG Asset Management Group, Inc.
DECREASED
Shares4,480 from 5,607
Change-1,127 (-20%)
Value$1.6M (-$768.8K)
Filed 2026-10-21
Acropolis Investment Management, LLC
INCREASED
Shares4,468 from 4,044
Change+424 (+10%)
Value$1.6M (-$115.6K)
Filed 2026-10-08
State of Wyoming
DECREASED
Shares4,456 from 4,704
Change-248 (-5%)
Value$1.6M (-$397.5K)
Filed 2026-10-28
Marietta Wealth Management, LLC
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$1.6M (-$237.9K)
Filed 2026-10-22
Oxler Private Wealth LLC
UNCHANGED
Shares4,442 from 4,442
Change0 (0%)
Value$1.6M (-$292.2K)
Filed 2026-10-21
Herbst Group, LLC
NEW
Shares4,437
Change+4,437
Value$1.6M
Filed 2026-10-20
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares4,434 from 4,636
Change-202 (-4%)
Value$1.6M (-$376.7K)
Filed 2026-11-06
4J Wealth Management LLC
UNCHANGED
Shares4,434 from 4,434
Change0 (0%)
Value$1.6M (-$291.7K)
Filed 2026-11-02
BetterWealth, LLC
DECREASED
Shares4,419 from 4,557
Change-138 (-3%)
Value$1.6M (-$348.8K)
Filed 2026-10-15
D.B. Root & Company, LLC
INCREASED
Shares4,418 from 4,276
Change+142 (+3%)
Value$1.6M (-$231.0K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares4,411 from 2,816
Change+1,595 (+57%)
Value$1.6M (+$380.6K)
Filed 2026-10-16
Arrow Financial Corp
DECREASED
Shares4,404 from 4,544
Change-140 (-3%)
Value$1.6M (-$348.6K)
Filed 2026-10-26
Jacobs & Co
DECREASED
Shares4,398 from 4,446
Change-48 (-1%)
Value$1.6K (-$309)
Filed 2026-10-09
JB Capital LLC
INCREASED
Shares4,397 from 4,349
Change+48 (+1%)
Value$1.6M (-$268.9K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares4,386 from 4,429
Change-43 (-1%)
Value$1.6M (-$306.6K)
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares4,381 from 4,366
Change+15 (+0%)
Value$1.6M (-$281.9K)
Filed 2026-10-22
RBA Wealth Management, LLC
INCREASED
Shares4,371 from 2,611
Change+1,760 (+67%)
Value$1.6M (+$452.7K)
Filed 2026-10-28
Financial Security Advisor, Inc.
DECREASED
Shares4,358 from 4,422
Change-64 (-1%)
Value$1.5M (-$313.7K)
Filed 2026-11-03
Cornerstone Advisory, LLC
INCREASED
Shares4,334 from 3,787
Change+547 (+14%)
Value$1.5M (-$55.1K)
Filed 2026-11-06
Somerset Trust Co
INCREASED
Shares4,333 from 4,289
Change+44 (+1%)
Value$1.5M (-$266.6K)
Filed 2026-10-13
City State Bank
DECREASED
Shares4,330 from 4,485
Change-155 (-3%)
Value$1.5M (-$350.1K)
Filed 2026-10-20
Johnson Financial Group, LLC
DECREASED
Shares4,299 from 9,724
Change-5,425 (-56%)
Value$1.5M (-$2.6M)
Filed 2026-11-03
StoneRidge PMG Advisors, LLC
NEW
Shares4,292
Change+4,292
Value$1.5K
Filed 2026-11-04
Alliance Wealth Advisors, LLC
DECREASED
Shares4,290 from 5,172
Change-882 (-17%)
Value$1.5M (-$653.2K)
Filed 2026-10-28
Goldenstone Wealth Management LLC
INCREASED
Shares4,254 from 4,126
Change+128 (+3%)
Value$1.5M (-$226.1K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares4,253 from 10,377
Change-6,124 (-59%)
Value$1.5M (-$2.9M)
Filed 2026-10-30
Pines Wealth Management, LLC
INCREASED
Shares4,249 from 4,191
Change+58 (+1%)
Value$1.5M (-$255.1K)
Filed 2026-10-21
Heritage Family Offices, LLP
INCREASED
Shares4,246 from 4,052
Change+194 (+5%)
Value$1.5M (-$197.7K)
Filed 2026-11-02
Smith Group Asset Management, LLC
DECREASED
Shares4,239 from 4,458
Change-219 (-5%)
Value$1.5M (-$371.0K)
Filed 2026-10-27
Frederick Financial Consultants, LLC
DECREASED
Shares4,230 from 4,305
Change-75 (-2%)
Value$1.5M (-$309.8K)
Filed 2026-10-29
Ballew Advisors, Inc
DECREASED
Shares4,208 from 5,660
Change-1,452 (-26%)
Value$1.6M (-$667.5K)
Filed 2026-10-05
Tennessee Valley Asset Management Partners
INCREASED
Shares4,206 from 4,186
Change+20 (+0%)
Value$1.5M (-$268.3K)
Filed 2026-11-03
Saxony Capital Management, LLC
INCREASED
Shares4,202 from 4,015
Change+187 (+5%)
Value$1.5M (-$197.7K)
Filed 2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,191 from 8,059
Change-3,868 (-48%)
Value$1.5M (-$1.9M)
Filed 2026-10-26
Marin Bay Wealth Advisors, LLC
DECREASED
Shares4,185 from 4,377
Change-192 (-4%)
Value$1.5M (-$356.1K)
Filed 2026-10-28
TSG Advice Partners, LLC
NEW
Shares4,163
Change+4,163
Value$1.8M
Filed 2026-10-29
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares4,156 from 3,975
Change+181 (+5%)
Value$1.5M (-$197.3K)
Filed 2026-10-14
JGP Wealth Management, LLC
INCREASED
Shares4,152 from 4,047
Change+105 (+3%)
Value$1.5M (-$229.0K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares4,145 from 4,157
Change-12 (0%)
Value$1.5M (-$277.7K)
Filed 2026-10-19
Independent Wealth Network Inc.
DECREASED
Shares4,139 from 4,248
Change-109 (-3%)
Value$1.5M (-$318.1K)
Filed 2026-10-19
Howard Capital Management Group, LLC
UNCHANGED
Shares4,133 from 4,133
Change0 (0%)
Value$1.5M (-$271.9K)
Filed 2026-10-16
Wealth Quarterback LLC
INCREASED
Shares4,119 from 3,793
Change+326 (+9%)
Value$1.5M (-$133.8K)
Filed 2026-10-20
Winter & Associates, Inc.
DECREASED
Shares4,119 from 4,225
Change-106 (-3%)
Value$1.5M (-$237.7K)
Filed 2026-10-23
Global Trust Wealth Management LLC
DECREASED
Shares4,118 from 4,139
Change-21 (-1%)
Value$1.5M (-$279.8K)
Filed 2026-10-14
Pachira Investments Inc.
INCREASED
Shares4,116 from 3,600
Change+516 (+14%)
Value$1.5M (-$53.8K)
Filed 2026-10-14
Money Concepts Capital Corp
DECREASED
Shares4,110 from 5,731
Change-1,621 (-28%)
Value$1.5M (-$952.2K)
Filed 2026-11-06
Strong Retirement Solutions LLC
INCREASED
Shares4,092 from 3,769
Change+323 (+9%)
Value$1.5M (-$133.4K)
Filed 2026-10-07
TriaGen Wealth Management LLC
UNCHANGED
Shares4,090 from 4,090
Change0 (0%)
Value$1.5M (-$269.1K)
Filed 2026-10-14
Glenview Trust Co
INCREASED
Shares4,088 from 3,559
Change+529 (+15%)
Value$1.5M (-$46.5K)
Filed 2026-10-28
North Berkeley Wealth Management, LLC
DECREASED
Shares4,084 from 4,246
Change-162 (-4%)
Value$1.4M (-$336.8K)
Filed 2026-11-02
Baring Financial LLC
DECREASED
Shares4,077 from 4,168
Change-91 (-2%)
Value$1.4M (-$306.5K)
Filed 2026-10-07
Lakeshore Capital Group, Inc.
INCREASED
Shares4,072 from 3,773
Change+299 (+8%)
Value$1.4M (-$142.2K)
Filed 2026-10-20
Atlas Private Wealth Advisors
DECREASED
Shares4,070 from 4,548
Change-478 (-11%)
Value$1.4M (-$468.8K)
Filed 2026-10-23
New Covenant Trust Company, N.A.
INCREASED
Shares4,065 from 3,430
Change+635 (+19%)
Value$1.4M (-$355)
Filed 2026-10-08
Central Valley Advisors, LLC
DECREASED
Shares4,065 from 4,184
Change-119 (-3%)
Value$1.4M (-$317.5K)
Filed 2026-10-27
Advocate Group LLC
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$1.4M (-$265.8K)
Filed 2026-10-19
Ceera Investments, LLC
DECREASED
Shares4,039 from 4,061
Change-22 (-1%)
Value$1.4M (-$275.0K)
Filed 2026-11-02
Scheeler Financial LLC
NEW
Shares4,024
Change+4,024
Value$1.4M
Filed 2026-10-13
Cyr Financial Inc.
INCREASED
Shares4,012 from 3,618
Change+394 (+11%)
Value$1.4M (-$98.2K)
Filed 2026-10-16
Phillips Financial Management, LLC
INCREASED
Shares4,007 from 3,996
Change+11 (+0%)
Value$1.4M (-$259.0K)
Filed 2026-10-19
M.E. Allison & Co., Inc.
INCREASED
Shares4,004 from 1,154
Change+2,850 (+247%)
Value$1.4M (+$935.3K)
Filed 2026-10-09
NovaPoint Capital, LLC
INCREASED
Shares4,001 from 3,596
Change+405 (+11%)
Value$1.4M (-$92.9K)
Filed 2026-10-22
Wellington Shields & Co., LLC
INCREASED
Shares4,000 from 1,011
Change+2,989 (+296%)
Value$1.4M (+$994.0K)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares4,000 from 4,753
Change-753 (-16%)
Value$1.4M (-$579.9K)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.4M (-$263.2K)
Filed 2026-11-03
Hoxton Planning & Management, LLC
DECREASED
Shares3,994 from 4,124
Change-130 (-3%)
Value$1.4M (-$317.5K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares3,992 from 3,577
Change+415 (+12%)
Value$1.4M (-$88.1K)
Filed 2026-10-27
Aletheian Wealth Advisors LLC
INCREASED
Shares3,975 from 2,960
Change+1,015 (+34%)
Value$1.4M (+$165.4K)
Filed 2026-10-08
Journey Advisory Group, LLC
DECREASED
Shares3,953 from 4,053
Change-100 (-2%)
Value$1.4M (-$302.1K)
Filed 2026-11-04
Fortitude Advisory Group L.L.C.
INCREASED
Shares3,949 from 3,892
Change+57 (+1%)
Value$1.4M (-$235.8K)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
DECREASED
Shares3,948 from 4,151
Change-203 (-5%)
Value$1.4M (-$345.1K)
Filed 2026-10-22
Green Ridge Wealth Planning LLC
DECREASED
Shares3,943 from 4,643
Change-700 (-15%)
Value$1.4M (-$553.8K)
Filed 2026-10-08
Unique Wealth Strategies, LLC
UNCHANGED
Shares3,934 from 3,934
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-13
Rydar Equities, Inc.
INCREASED
Shares3,933 from 3,716
Change+217 (+6%)
Value$1.5M (+$66.5K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares3,929 from 3,727
Change+202 (+5%)
Value$1.4M (-$173.5K)
Filed 2026-10-26
Balance Wealth Partners LLC
INCREASED
Shares3,927 from 3,798
Change+129 (+3%)
Value$1.4M (-$204.1K)
Filed 2026-10-27
Sutton Place Investors LLC
DECREASED
Shares3,925 from 4,016
Change-91 (-2%)
Value$1.4M (-$296.5K)
Filed 2026-10-20
Mainsail Asset Management, LLC
INCREASED
Shares3,920 from 3,772
Change+148 (+4%)
Value$1.5M (+$55.7K)
Filed 2026-10-14
Traveka Wealth, LLC
INCREASED
Shares3,917 from 3,331
Change+586 (+18%)
Value$1.4M (-$11.2K)
Filed 2026-10-19
TKG Advisors, LLC
INCREASED
Shares3,917 from 3,894
Change+23 (+1%)
Value$1.4M (-$248.0K)
Filed 2026-11-02
Novem Group
DECREASED
Shares3,912 from 4,037
Change-125 (-3%)
Value$1.4M (-$309.8K)
Filed 2026-10-19
Great Waters Wealth Management
DECREASED
Shares3,910 from 4,392
Change-482 (-11%)
Value$1.4M (-$460.0K)
Filed 2026-10-07
Michels Family Financial, LLC
INCREASED
Shares3,905 from 2,931
Change+974 (+33%)
Value$1.4M (+$152.7K)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
INCREASED
Shares3,896 from 3,821
Change+75 (+2%)
Value$1.4M (-$224.8K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares3,895
Change+3,895
Value$1.4M
Filed 2026-10-26
NBH Bank
INCREASED
Shares3,887 from 3,277
Change+610 (+19%)
Value$1.4M (+$840)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares3,887 from 3,954
Change-67 (-2%)
Value$1.4M (-$283.9K)
Filed 2026-10-26
Fermata Advisors, LLC
DECREASED
Shares3,882 from 3,915
Change-33 (-1%)
Value$1.4M (-$269.3K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares3,872 from 2,556
Change+1,316 (+51%)
Value$1.4M (+$298.8K)
Filed 2026-11-03
LeConte Wealth Management, LLC
INCREASED
Shares3,864 from 3,652
Change+212 (+6%)
Value$1.4M (-$165.0K)
Filed 2026-10-20
Smith Thornton Advisors LLC
INCREASED
Shares3,863 from 3,781
Change+82 (+2%)
Value$1.4M (-$122.1K)
Filed 2026-10-16
One Way Holdings LLC
INCREASED
Shares3,852 from 3,732
Change+120 (+3%)
Value$1.4M (-$203.0K)
Filed 2026-10-29
G&S Capital LLC
INCREASED
Shares3,838 from 3,483
Change+355 (+10%)
Value$1.4M (-$103.2K)
Filed 2026-10-23
Key FInancial Inc
DECREASED
Shares3,828 from 3,849
Change-21 (-1%)
Value$1.4M (-$260.7K)
Filed 2026-11-02
JBR Co Financial Management Inc
DECREASED
Shares3,827 from 3,905
Change-78 (-2%)
Value$1.6M (-$14.8K)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares3,811 from 6,613
Change-2,802 (-42%)
Value$1.4M (-$1.4M)
Filed 2026-11-05
G2 Capital Management, LLC / OH
INCREASED
Shares3,810 from 3,597
Change+213 (+6%)
Value$1.4M (-$161.1K)
Filed 2026-10-23
ROI Financial Advisors, LLC
DECREASED
Shares3,809 from 3,927
Change-118 (-3%)
Value$1.4M (-$300.2K)
Filed 2026-10-19
Aljian Capital Management, LLC
DECREASED
Shares3,804 from 5,402
Change-1,598 (-30%)
Value$1.3M (-$922.4K)
Filed 2026-10-28
Bedel Financial Consulting, Inc.
DECREASED
Shares3,804 from 3,830
Change-26 (-1%)
Value$1.3M (-$261.2K)
Filed 2026-11-06
Kachkovsky & Fisher, Inc.
INCREASED
Shares3,786 from 3,546
Change+240 (+7%)
Value$1.3M (-$148.1K)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
INCREASED
Shares3,776 from 3,675
Change+101 (+3%)
Value$1.3M (-$205.6K)
Filed 2026-10-29
Huntleigh Advisors, Inc.
DECREASED
Shares3,775 from 5,436
Change-1,661 (-31%)
Value$1.3M (-$947.1K)
Filed 2026-11-03
Iams Wealth Management, LLC
DECREASED
Shares3,770 from 3,836
Change-66 (-2%)
Value$1.3M (-$275.8K)
Filed 2026-10-15
BostonPremier Wealth LLC
INCREASED
Shares3,765 from 3,713
Change+52 (+1%)
Value$1.3M (-$225.8K)
Filed 2026-10-16
Financial Partners Group, Inc
DECREASED
Shares3,764 from 4,040
Change-276 (-7%)
Value$1.3M (-$363.4K)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares3,761 from 1,793
Change+1,968 (+110%)
Value$1.3M (+$580.3K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
DECREASED
Shares3,752 from 3,959
Change-207 (-5%)
Value$1.3M (-$333.9K)
Filed 2026-10-22
J. Team Financial, Inc.
INCREASED
Shares3,751 from 3,682
Change+69 (+2%)
Value$1.3M (-$218.2K)
Filed 2026-11-03
Enzi Wealth
INCREASED
Shares3,732 from 3,700
Change+32 (+1%)
Value$1.4M (-$65.5K)
Filed 2026-10-14
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,730 from 3,515
Change+215 (+6%)
Value$1.3M (-$155.0K)
Filed 2026-11-02
Manske Wealth Management
INCREASED
Shares3,723 from 3,708
Change+15 (+0%)
Value$1.3M (-$238.6K)
Filed 2026-10-26
Jeppson Wealth Management, LLC
DECREASED
Shares3,716 from 3,959
Change-243 (-6%)
Value$1.3M (-$346.7K)
Filed 2026-10-20
bLong Financial, LLC
UNCHANGED
Shares3,716 from 3,716
Change0 (0%)
Value$1.3M (-$244.5K)
Filed 2026-10-29
Carolina Wealth Management Inc
INCREASED
Shares3,702 from 754
Change+2,948 (+391%)
Value$1.3M (+$996.4K)
Filed 2026-10-29
Rossby Financial, LCC
DECREASED
Shares3,700 from 3,859
Change-159 (-4%)
Value$1.3M (-$310.3K)
Filed 2026-11-05
Whelan Financial
INCREASED
Shares3,698 from 3,248
Change+450 (+14%)
Value$1.3M (-$54.0K)
Filed 2026-10-28
Raleigh Capital Management Inc.
INCREASED
Shares3,696 from 3,539
Change+157 (+4%)
Value$1.3M (-$177.2K)
Filed 2026-10-28
Austin Wealth Management, LLC
INCREASED
Shares3,688 from 2,799
Change+889 (+32%)
Value$1.4M (+$317.0K)
Filed 2026-11-06
Symmetry Partners, LLC
INCREASED
Shares3,677 from 2,550
Change+1,127 (+44%)
Value$1.3M (+$232.1K)
Filed 2026-10-27
Prosperitas Financial LLC
INCREASED
Shares3,675 from 3,217
Change+458 (+14%)
Value$1.3M (-$49.2K)
Filed 2026-10-28
Gemmer Asset Management LLC
DECREASED
Shares3,674 from 3,819
Change-145 (-4%)
Value$1.3M (-$302.7K)
Filed 2026-10-16
RAM Investment Partners, LLC
INCREASED
Shares3,670 from 3,646
Change+24 (+1%)
Value$1.3M (-$231.3K)
Filed 2026-10-21
Richard P Slaughter Associates Inc
DECREASED
Shares3,669 from 4,510
Change-841 (-19%)
Value$1.3M (-$595.1K)
Filed 2026-10-13
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares3,661 from 3,641
Change+20 (+1%)
Value$1.3M (-$232.4K)
Filed 2026-10-06
Connecticut Wealth Management, LLC
INCREASED
Shares3,657 from 3,651
Change+6 (+0%)
Value$1.3M (-$238.1K)
Filed 2026-10-13
Choice Wealth Advisors LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$1.3M (-$240.1K)
Filed 2026-10-16
Great Diamond Partners, LLC
DECREASED
Shares3,642 from 3,671
Change-29 (-1%)
Value$1.3M (-$251.8K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
INCREASED
Shares3,639 from 2,850
Change+789 (+28%)
Value$1.3M (+$92.4K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
DECREASED
Shares3,633 from 3,760
Change-127 (-3%)
Value$1.3M (-$292.4K)
Filed 2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares3,630 from 3,120
Change+510 (+16%)
Value$1.3M (-$24.3K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares3,628 from 3,861
Change-233 (-6%)
Value$1.3M (-$336.7K)
Filed 2026-11-02
Capital Investment Counsel, Inc
INCREASED
Shares3,628 from 3,474
Change+154 (+4%)
Value$1.3M (-$173.9K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
INCREASED
Shares3,627 from 3,470
Change+157 (+5%)
Value$1.3M (-$172.6K)
Filed 2026-10-16
Fulcrum Wealth Advisors, LLC
INCREASED
Shares3,626 from 2,682
Change+944 (+35%)
Value$1.3M (+$158.5K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares3,622 from 3,622
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Channel Wealth LLC
INCREASED
Shares3,617 from 3,464
Change+153 (+4%)
Value$1.3M (-$173.6K)
Filed 2026-11-06
Ridgecrest Wealth Partners, LLC
DECREASED
Shares3,616 from 3,626
Change-10 (0%)
Value$1.3M (-$242.1K)
Filed 2026-10-19
Solitude Financial Services
INCREASED
Shares3,615 from 3,602
Change+13 (+0%)
Value$1.3M (-$232.4K)
Filed 2026-10-26
Clarus Group, Inc.
DECREASED
Shares3,612 from 3,712
Change-100 (-3%)
Value$1.3M (-$279.7K)
Filed 2026-10-21
Brucke Financial, Inc.
INCREASED
Shares3,606 from 3,575
Change+31 (+1%)
Value$1.3M (-$224.2K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
INCREASED
Shares3,605 from 3,201
Change+404 (+13%)
Value$1.3M (-$67.3K)
Filed 2026-11-02
Citizens & Northern Corp
NEW
Shares3,602
Change+3,602
Value$1.3M
Filed 2026-11-06
Traphagen Investment Advisors LLC
INCREASED
Shares3,596 from 3,542
Change+54 (+2%)
Value$1.3M (-$214.0K)
Filed 2026-10-14
Milestone Asset Management Group, LLC
INCREASED
Shares3,592 from 3,443
Change+149 (+4%)
Value$1.3M (-$173.4K)
Filed 2026-10-20
Weaver Consulting Group
INCREASED
Shares3,584 from 3,479
Change+105 (+3%)
Value$1.3M (-$191.7K)
Filed 2026-10-07
Altman Advisors, Inc.
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$1.3M (-$235.7K)
Filed 2026-11-05
Burns J W & Co Inc
DECREASED
Shares3,567 from 3,723
Change-156 (-4%)
Value$1.3M (-$300.3K)
Filed 2026-10-20
Montag A & Associates Inc
INCREASED
Shares3,560 from 2,975
Change+585 (+20%)
Value$1.3M (+$12.2K)
Filed 2026-10-29
Cornerstone Wealth Advisors, Inc.
NEW
Shares3,559
Change+3,559
Value$1.3M
Filed 2026-10-16
Tortuga Wealth Management, Inc
DECREASED
Shares3,559 from 3,585
Change-26 (-1%)
Value$1.3M (-$244.0K)
Filed 2026-10-27
Strategic Advisors LLC
DECREASED
Shares3,531 from 3,564
Change-33 (-1%)
Value$1.3M (-$246.2K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
INCREASED
Shares3,520 from 3,515
Change+5 (+0%)
Value$1.2M (-$229.5K)
Filed 2026-10-15
Center for Wealth Management Advisory
INCREASED
Shares3,517 from 3,340
Change+177 (+5%)
Value$1.2M (-$156.9K)
Filed 2026-10-23
Womack Financial LLC
DECREASED
Shares3,517 from 3,527
Change-10 (0%)
Value$1.2M (-$235.6K)
Filed 2026-10-14
Canton Hathaway, LLC
INCREASED
Shares3,517 from 3,511
Change+6 (+0%)
Value$1.2M (-$228.9K)
Filed 2026-10-23
Harold Davidson & Associates Inc.
DECREASED
Shares3,516 from 3,536
Change-20 (-1%)
Value$1.2M (-$239.7K)
Filed 2026-10-29
Optivise Advisory Services LLC
INCREASED
Shares3,515 from 3,322
Change+193 (+6%)
Value$1.2M (-$150.2K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,510 from 3,438
Change+72 (+2%)
Value$1.2M (-$200.6K)
Filed 2026-10-30
Sunpointe, LLC
DECREASED
Shares3,509 from 4,061
Change-552 (-14%)
Value$1.2M (-$463.2K)
Filed 2026-10-22
ERn Financial, LLC
DECREASED
Shares3,504 from 3,511
Change-7 (0%)
Value$1.2M (-$233.5K)
Filed 2026-10-28
NewSquare Capital LLC
INCREASED
Shares3,483 from 2,816
Change+667 (+24%)
Value$1.2M (+$51.4K)
Filed 2026-11-06
Zinnia Wealth Advisory, LLC
INCREASED
Shares3,476 from 3,167
Change+309 (+10%)
Value$1.2M (-$98.7K)
Filed 2026-11-06
Avid Wealth Partners LLC
INCREASED
Shares3,469 from 2,928
Change+541 (+18%)
Value$1.2M (-$681)
Filed 2026-11-03
GFG Capital, LLC
DECREASED
Shares3,463 from 3,780
Change-317 (-8%)
Value$1.2M (-$361.3K)
Filed 2026-10-16
Investmark Advisory Group LLC
INCREASED
Shares3,455 from 3,225
Change+230 (+7%)
Value$1.2M (-$130.6K)
Filed 2026-10-27
Hourglass Capital, LLC
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$1.2M (-$227.0K)
Filed 2026-10-26
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares3,442 from 3,436
Change+6 (+0%)
Value$1.2M (-$223.9K)
Filed 2026-10-27
Essex LLC
DECREASED
Shares3,441 from 3,448
Change-7 (0%)
Value$1.2M (-$229.1K)
Filed 2026-10-14
WP Advisors, LLC
INCREASED
Shares3,437 from 3,302
Change+135 (+4%)
Value$1.2M (-$169.3K)
Filed 2026-10-22
Western Financial Corp
DECREASED
Shares3,434 from 6,399
Change-2,965 (-46%)
Value$1.2M (-$1.5M)
Filed 2026-10-14
Goldstein Advisors, LLC
DECREASED
Shares3,422 from 3,473
Change-51 (-1%)
Value$1.2M (-$246.6K)
Filed 2026-10-15
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares3,419 from 2,858
Change+561 (+20%)
Value$1.2M (+$11.0K)
Filed 2026-10-09
Cogent Private Wealth, Inc.
DECREASED
Shares3,419 from 3,476
Change-57 (-2%)
Value$1.2M (-$248.9K)
Filed 2026-11-06
Howard Financial Services, Ltd.
INCREASED
Shares3,414 from 2,525
Change+889 (+35%)
Value$1.2M (+$149.3K)
Filed 2026-10-15
American National Bank & Trust
INCREASED
Shares3,414 from 3,302
Change+112 (+3%)
Value$1.2M (-$177.4K)
Filed 2026-10-07
Prudent Man Advisors, LLC
DECREASED
Shares3,410 from 3,470
Change-60 (-2%)
Value$1.2M (-$249.6K)
Filed 2026-11-03
TSA Wealth Managment LLC
INCREASED
Shares3,403 from 3,304
Change+99 (+3%)
Value$1.2M (-$182.2K)
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares3,400 from 1,636
Change+1,764 (+108%)
Value$1.3M (+$596.5K)
Filed 2026-10-20
Cullen Investment Group, Ltd.
UNCHANGED
Shares3,390 from 3,390
Change0 (0%)
Value$1.3M (-$144.3K)
Filed 2026-10-13
Seven Mile Advisory
DECREASED
Shares3,380 from 3,799
Change-419 (-11%)
Value$1.2M (-$398.5K)
Filed 2026-10-22
Gen-Wealth Partners Inc
INCREASED
Shares3,377 from 2,973
Change+404 (+14%)
Value$1.2M (-$52.2K)
Filed 2026-11-04
RIA Advisory Group LLC
DECREASED
Shares3,361 from 6,712
Change-3,351 (-50%)
Value$1.2M (-$1.6M)
Filed 2026-10-15
Brown Wealth Management, LLC
INCREASED
Shares3,353 from 3,149
Change+204 (+6%)
Value$1.2M (-$134.8K)
Filed 2026-10-20
Elevated Private Wealth, LLC
INCREASED
Shares3,344 from 633
Change+2,711 (+428%)
Value$1.2M (+$920.2K)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
INCREASED
Shares3,340 from 2,620
Change+720 (+27%)
Value$1.2M (+$83.0K)
Filed 2026-10-14
Worthington Financial Partners, LLC
INCREASED
Shares3,339 from 3,315
Change+24 (+1%)
Value$1.2M (-$209.7K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
INCREASED
Shares3,338 from 3,144
Change+194 (+6%)
Value$1.2M (-$138.0K)
Filed 2026-11-04
Advisor Resource Council
INCREASED
Shares3,336 from 3,312
Change+24 (+1%)
Value$1.3M (-$126.9K)
Filed 2026-11-05
Sidoxia Capital Management, LLC
INCREASED
Shares3,332 from 3,285
Change+47 (+1%)
Value$1.2M (-$199.4K)
Filed 2026-10-28
Financial Futures Ltd Liability Co.
INCREASED
Shares3,325 from 3,271
Change+54 (+2%)
Value$1.2M (-$196.0K)
Filed 2026-10-13
Lewis Asset Management, LLC
DECREASED
Shares3,323 from 3,365
Change-42 (-1%)
Value$1.2M (-$236.3K)
Filed 2026-10-14
Integrity Wealth Advisors, Inc.
NEW
Shares3,315
Change+3,315
Value$1.2M
Filed 2026-10-29
Alpine Bank Wealth Management
INCREASED
Shares3,315 from 3,302
Change+13 (+0%)
Value$1.2M (-$212.6K)
Filed 2026-10-16
Veery Capital, LLC
DECREASED
Shares3,308 from 3,353
Change-45 (-1%)
Value$1.2M (-$236.6K)
Filed 2026-10-07
Redw Wealth LLC
DECREASED
Shares3,305 from 3,327
Change-22 (-1%)
Value$1.2M (-$226.7K)
Filed 2026-11-02
BankPlus Trust Department
DECREASED
Shares3,303 from 3,601
Change-298 (-8%)
Value$1.2M (-$342.6K)
Filed 2026-11-06
William Blair Investment Management, LLC
DECREASED
Shares3,299 from 7,108
Change-3,809 (-54%)
Value$1.2M (-$1.8M)
Filed 2026-11-06
Meredith Wealth Planning
INCREASED
Shares3,296 from 3,173
Change+123 (+4%)
Value$1.2M (-$165.1K)
Filed 2026-10-14
Attessa Capital LLC
DECREASED
Shares3,289 from 3,350
Change-61 (-2%)
Value$1.2M (-$242.0K)
Filed 2026-10-09
Linscomb Wealth, Inc.
DECREASED
Shares3,288 from 3,298
Change-10 (0%)
Value$1.2M (-$220.5K)
Filed 2026-11-05
Birch Hill Investment Advisors LLC
INCREASED
Shares3,277 from 3,182
Change+95 (+3%)
Value$1.2M (-$175.6K)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
INCREASED
Shares3,272 from 2,819
Change+453 (+16%)
Value$1.2M (-$24.8K)
Filed 2026-10-14
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares3,265 from 3,126
Change+139 (+4%)
Value$1.2M (-$156.3K)
Filed 2026-11-04
Fagan Associates, Inc.
INCREASED
Shares3,219 from 3,119
Change+100 (+3%)
Value$1.1M (-$169.7K)
Filed 2026-10-13
Integris Wealth Management, LLC
INCREASED
Shares3,218 from 2,785
Change+433 (+16%)
Value$1.1M (-$29.6K)
Filed 2026-10-14
Unique Wealth, LLC
INCREASED
Shares3,215 from 3,063
Change+152 (+5%)
Value$1.1M (-$147.6K)
Filed 2026-10-16
Intergy Private Wealth, LLC
DECREASED
Shares3,215 from 3,264
Change-49 (-1%)
Value$1.1M (-$232.1K)
Filed 2026-10-16
Sherman Asset Management, Inc.
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$1.1M (-$211.3K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED
Shares3,199 from 3,042
Change+157 (+5%)
Value$1.1M (-$144.5K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares3,180 from 3,056
Change+124 (+4%)
Value$1.1M (-$157.1K)
Filed 2026-11-05
Baron Wealth Management LLC
INCREASED
Shares3,176 from 3,151
Change+25 (+1%)
Value$1.1M (-$198.4K)
Filed 2026-10-27
Cornerstone Planning Group LLC
INCREASED
Shares3,160 from 3,083
Change+77 (+3%)
Value$1.2M (+$56.3K)
Filed 2026-10-16
Ndwm LLC
UNCHANGED
Shares3,141 from 3,141
Change0 (0%)
Value$1.1M (-$206.6K)
Filed 2026-11-05
August Group Capital Ltd
DECREASED
Shares3,140 from 3,143
Change-3 (0%)
Value$1.1M (-$208.2K)
Filed 2026-10-14
Quantum Financial Partners LLC
DECREASED
Shares3,137 from 3,231
Change-94 (-3%)
Value$1.1M (-$245.9K)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares3,133 from 3,223
Change-90 (-3%)
Value$1.1M (-$243.9K)
Filed 2026-11-02
Rainier Family Wealth Inc
INCREASED
Shares3,132 from 3,042
Change+90 (+3%)
Value$1.1M (-$168.2K)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares3,119 from 2,782
Change+337 (+12%)
Value$1.1M (-$63.5K)
Filed 2026-10-02
Levin Capital Strategies, L.P.
INCREASED
Shares3,113 from 3,000
Change+113 (+4%)
Value$1.1M (-$157.3K)
Filed 2026-11-02
TruNorth Capital Management, LLC
INCREASED
Shares3,097 from 2,705
Change+392 (+14%)
Value$1.1M (-$38.9K)
Filed 2026-10-14
Global Wealth Strategies & Associates
INCREASED
Shares3,092 from 2,130
Change+962 (+45%)
Value$1.1M (+$201.1K)
Filed 2026-10-02
Penobscot Investment Management Company, Inc.
INCREASED
Shares3,090 from 2,765
Change+325 (+12%)
Value$1.1M (-$66.6K)
Filed 2026-10-26
Harfst & Associates, Inc.
DECREASED
Shares3,084 from 3,134
Change-50 (-2%)
Value$1.1M (-$223.9K)
Filed 2026-10-20
Enterprise Financial Services Corp
INCREASED
Shares3,081 from 3,039
Change+42 (+1%)
Value$1.1M (-$185.0K)
Filed 2026-11-03
Essex Bank
INCREASED
Shares3,071 from 2,988
Change+83 (+3%)
Value$1.1M (-$167.1K)
Filed 2026-10-16
Carrera Capital Advisors
INCREASED
Shares3,070 from 2,459
Change+611 (+25%)
Value$1.1M (+$55.0K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares3,066 from 3,098
Change-32 (-1%)
Value$1.1M (-$215.2K)
Filed 2026-10-22
Partners in Financial Planning
UNCHANGED
Shares3,066 from 3,066
Change0 (0%)
Value$1.1M (-$201.7K)
Filed 2026-11-06
JSF Financial, LLC
INCREASED
Shares3,063 from 2,912
Change+151 (+5%)
Value$1.1M (-$138.0K)
Filed 2026-10-22
Total Investment Management Inc
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$1.1M (+$133.4K)
Filed 2026-10-22
KFG Wealth Management, LLC
DECREASED
Shares3,058 from 3,279
Change-221 (-7%)
Value$1.1M (-$294.3K)
Filed 2026-10-16
Park Capital Management, LLC / WI
INCREASED
Shares3,057 from 2,683
Change+374 (+14%)
Value$1.1M (-$43.8K)
Filed 2026-10-13
Corps Capital Advisors, LLC
INCREASED
Shares3,057 from 3,046
Change+11 (+0%)
Value$1.1M (-$196.5K)
Filed 2026-11-05
Madrona Financial Services, LLC
DECREASED
Shares3,053 from 3,171
Change-118 (-4%)
Value$1.1M (-$250.5K)
Filed 2026-10-23
Clearwater Capital Advisors, LLC
DECREASED
Shares3,048 from 3,059
Change-11 (0%)
Value$1.1M (-$205.1K)
Filed 2026-11-06
Cutler Investment Counsel LLC
DECREASED
Shares3,039 from 3,051
Change-12 (0%)
Value$1.1M (-$205.0K)
Filed 2026-10-28
Durante & Waters, LLC
DECREASED
Shares3,037 from 3,080
Change-43 (-1%)
Value$1.1M (-$217.9K)
Filed 2026-10-28
Tran Capital Management, L.P.
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$1.1M (-$199.3K)
Filed 2026-10-19
Hoey Investments, Inc
DECREASED
Shares3,025 from 3,172
Change-147 (-5%)
Value$1.1M (-$260.8K)
Filed 2026-10-29
Warwick Investment Management, Inc.
DECREASED
Shares3,017 from 3,148
Change-131 (-4%)
Value$1.1M (-$253.6K)
Filed 2026-10-19
Centurion Wealth Management LLC
DECREASED
Shares3,016 from 3,224
Change-208 (-6%)
Value$1.1M (-$285.9K)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares3,014 from 3,373
Change-359 (-11%)
Value$1.1M (-$349.3K)
Filed 2026-10-30
Wedge Capital Management L L P
DECREASED
Shares3,014 from 3,189
Change-175 (-5%)
Value$1.1M (-$271.9K)
Filed 2026-10-13
Waterway Wealth Management, LLC
INCREASED
Shares3,011 from 2,956
Change+55 (+2%)
Value$1.1M (-$175.0K)
Filed 2026-10-28
Wisconsin Wealth Advisors, LLC
DECREASED
Shares3,010 from 3,181
Change-171 (-5%)
Value$1.1M (-$270.2K)
Filed 2026-10-08
Periscope Capital Inc.
NEW
Shares3,000
Change+3,000
Value$1.1M
Filed 2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares3,000 from 5,000
Change-2,000 (-40%)
Value$1.1K (-$2.1M)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares2,997 from 2,997
Change0 (0%)
Value$1.1M (-$197.2K)
Filed 2026-10-29
Atlatl Advisers LLC
DECREASED
Shares2,994 from 3,357
Change-363 (-11%)
Value$1.1M (-$349.7K)
Filed 2026-10-22
Portus Wealth Advisors, LLC
INCREASED
Shares2,991 from 2,982
Change+9 (+0%)
Value$1.1M (-$193.0K)
Filed 2026-10-13
Strategic Wealth Investment Group, LLC
INCREASED
Shares2,988 from 2,908
Change+80 (+3%)
Value$1.1M (-$162.9K)
Filed 2026-10-29
Tsfg, LLC
DECREASED
Shares2,987 from 12,477
Change-9,490 (-76%)
Value$1.1K (-$5.2M)
Filed 2026-10-23
Embree Financial Group
DECREASED
Shares2,985 from 3,004
Change-19 (-1%)
Value$1.1M (-$204.4K)
Filed 2026-10-22
WBH Advisory Inc
DECREASED
Shares2,982 from 3,002
Change-20 (-1%)
Value$1.1M (-$204.6K)
Filed 2026-11-05
Garrett Wealth Advisory Group, LLC
INCREASED
Shares2,977 from 2,952
Change+25 (+1%)
Value$1.1M (-$185.3K)
Filed 2026-10-22
Richard Young Associates, Ltd.
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$1.1M (-$195.7K)
Filed 2026-11-03
Argos Wealth Advisors, LLC
DECREASED
Shares2,960 from 3,029
Change-69 (-2%)
Value$1.1M (-$223.8K)
Filed 2026-11-02
Kuhn & Co Investment Counsel
INCREASED
Shares2,955 from 2,839
Change+116 (+4%)
Value$1.0M (-$145.6K)
Filed 2026-10-29
Sweeney & Michel, LLC
DECREASED
Shares2,948 from 3,114
Change-166 (-5%)
Value$1.0M (+$22.8K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
INCREASED
Shares2,946 from 2,910
Change+36 (+1%)
Value$1.0M (-$178.8K)
Filed 2026-11-02
Kavar Capital Partners Group, LLC
DECREASED
Shares2,946 from 2,956
Change-10 (0%)
Value$1.0M (-$198.0K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares2,943 from 4,052
Change-1,109 (-27%)
Value$1.0M (-$658.7K)
Filed 2026-10-27
Wolff Wiese Magana LLC
INCREASED
Shares2,938 from 2,924
Change+14 (+0%)
Value$1.0M (-$187.4K)
Filed 2026-10-15
Cypress Point Wealth Management, LLC
INCREASED
Shares2,933 from 2,272
Change+661 (+29%)
Value$1.0M (+$85.1K)
Filed 2026-11-03
Matauro, LLC
DECREASED
Shares2,933 from 3,157
Change-224 (-7%)
Value$1.0M (-$287.2K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
INCREASED
Shares2,932 from 2,853
Change+79 (+3%)
Value$1.1M (-$99.8K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
INCREASED
Shares2,928 from 2,488
Change+440 (+18%)
Value$1.0M (-$7.6K)
Filed 2026-10-23
IFG Advisors, LLC
DECREASED
Shares2,925 from 2,979
Change-54 (-2%)
Value$1.0M (-$215.1K)
Filed 2026-10-15
Rise Advisors, LLC
INCREASED
Shares2,922 from 2,849
Change+73 (+3%)
Value$1.0M (-$161.5K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares2,919 from 3,518
Change-599 (-17%)
Value$1.0M (-$444.0K)
Filed 2026-11-04
Kelsey Financial, LLC
DECREASED
Shares2,908 from 2,919
Change-11 (0%)
Value$1.0M (-$195.9K)
Filed 2026-10-28
Hager Investment Management Services, LLC
INCREASED
Shares2,903 from 2,803
Change+100 (+4%)
Value$1.0M (-$148.9K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED
Shares2,903 from 2,920
Change-17 (-1%)
Value$1.0M (-$198.1K)
Filed 2026-10-27
Bingham Private Wealth, LLC
INCREASED
Shares2,901 from 2,744
Change+157 (+6%)
Value$1.0M (-$124.8K)
Filed 2026-11-05
Fortress Financial Group, LLC
DECREASED
Shares2,901 from 2,968
Change-67 (-2%)
Value$1.0M (-$219.0K)
Filed 2026-10-21
Atlas Brown,Inc.
INCREASED
Shares2,894 from 2,883
Change+11 (+0%)
Value$1.0M (-$185.8K)
Filed 2026-10-09
RDA Financial Network
INCREASED
Shares2,892 from 2,701
Change+191 (+7%)
Value$1.0M (-$109.9K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
INCREASED
Shares2,887 from 2,833
Change+54 (+2%)
Value$1.0M (-$167.2K)
Filed 2026-10-09
Atala Financial Inc
DECREASED
Shares2,882 from 2,893
Change-11 (0%)
Value$1.0M (-$194.2K)
Filed 2026-10-22
Salomon & Ludwin, LLC
INCREASED
Shares2,869 from 2,852
Change+17 (+1%)
Value$1.0M (-$195.0K)
Filed 2026-10-29
Luts & Greenleigh Group, Inc.
INCREASED
Shares2,860 from 2,422
Change+438 (+18%)
Value$1.0M (-$3.9K)
Filed 2026-11-05
AK Global Asset Management, LLC
DECREASED
Shares2,860 from 3,280
Change-420 (-13%)
Value$1.0M (-$364.8K)
Filed 2026-10-27
Doliver Advisors, LP
DECREASED
Shares2,858 from 2,942
Change-84 (-3%)
Value$1.0M (-$223.4K)
Filed 2026-10-01
Stiles Financial Services Inc
INCREASED
Shares2,852 from 2,548
Change+304 (+12%)
Value$1.0M (-$59.8K)
Filed 2026-10-30
Financial Consulate, Inc
DECREASED
Shares2,830 from 3,077
Change-247 (-8%)
Value$1.0M (-$290.1K)
Filed 2026-10-23
Gleason Group, Inc.
UNCHANGED
Shares2,828 from 2,828
Change0 (0%)
Value$1.0M (-$186.1K)
Filed 2026-10-15
LifeSteps Financial, Inc.
INCREASED
Shares2,827 from 2,796
Change+31 (+1%)
Value$1.0M (-$173.0K)
Filed 2026-10-15
WealthTrust Asset Management, LLC
DECREASED
Shares2,824 from 3,024
Change-200 (-7%)
Value$1.0M (-$269.9K)
Filed 2026-10-22
Whalen Wealth Management Inc.
DECREASED
Shares2,823 from 3,247
Change-424 (-13%)
Value$1.0M (-$363.8K)
Filed 2026-10-08
Braeburn Wealth Management LLC
INCREASED
Shares2,822 from 2,749
Change+73 (+3%)
Value$1.0M (-$155.0K)
Filed 2026-10-15
Garner Asset Management Corp
DECREASED
Shares2,821 from 2,882
Change-61 (-2%)
Value$1.1M (-$107.4K)
Filed 2026-10-30
WestHill Financial Advisors, Inc.
DECREASED
Shares2,808 from 2,987
Change-179 (-6%)
Value$996.3K (-$260.0K)
Filed 2026-10-14
Biltmore Family Office, LLC
INCREASED
Shares2,805 from 2,802
Change+3 (+0%)
Value$995.2K (-$183.3K)
Filed 2026-11-03
LSV Asset Management
INCREASED
Shares2,803 from 2,800
Change+3 (+0%)
Value$995 (-$1.2M)
Filed 2026-11-06
Adelphi Trust Co
INCREASED
Shares2,800 from 1,769
Change+1,031 (+58%)
Value$993.5K (+$249.4K)
Filed 2026-10-05
Everett Harris & Co
UNCHANGED
Shares2,799 from 2,799
Change0 (0%)
Value$993.2K (-$184.2K)
Filed 2026-10-28
Allen Investment Management, LLC
INCREASED
Shares2,798 from 1,367
Change+1,431 (+105%)
Value$992.8K (+$417.8K)
Filed 2026-11-03
Insight Wealth Strategies, LLC
INCREASED
Shares2,794 from 2,772
Change+22 (+1%)
Value$991.3K (-$187.6K)
Filed 2026-10-09
Winnacle Wealth LLC
INCREASED
Shares2,783 from 2,568
Change+215 (+8%)
Value$987.3K (-$92.7K)
Filed 2026-10-15
Private Management Group Inc
INCREASED
Shares2,780 from 2,761
Change+19 (+1%)
Value$986.2K (-$175.0K)
Filed 2026-11-04
Family CFO Inc
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$985.7K (-$182.8K)
Filed 2026-10-30
Investment Research Partners LLC
INCREASED
Shares2,767 from 2,517
Change+250 (+10%)
Value$981.8K (-$76.9K)
Filed 2026-10-19
Alta Capital Management LLC/
DECREASED
Shares2,767 from 2,951
Change-184 (-6%)
Value$981.8K (-$259.4K)
Filed 2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED
Shares2,760 from 2,760
Change0 (0%)
Value$979.3K (-$181.6K)
Filed 2026-10-20
Oarsman Capital, Inc.
DECREASED
Shares2,750 from 2,948
Change-198 (-7%)
Value$975.7K (-$264.2K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
DECREASED
Shares2,745 from 2,774
Change-29 (-1%)
Value$974.0K (-$192.8K)
Filed 2026-10-09
Vista Finance, LLC
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$972.2K (-$180.3K)
Filed 2026-10-23
Collaborative Wealth Managment Inc.
INCREASED
Shares2,724 from 2,684
Change+40 (+1%)
Value$966.5K (-$162.4K)
Filed 2026-11-06
Five Oceans Advisors
DECREASED
Shares2,720 from 4,836
Change-2,116 (-44%)
Value$965.1K (-$1.1M)
Filed 2026-10-22
AGH Wealth Advisors, LLC
INCREASED
Shares2,716 from 2,506
Change+210 (+8%)
Value$963.7K (-$90.4K)
Filed 2026-10-26
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$963.7K (-$178.7K)
Filed 2026-10-28
IVC Wealth Advisors LLC
INCREASED
Shares2,711 from 2,705
Change+6 (+0%)
Value$961.9K (-$175.8K)
Filed 2026-10-23
Ejmk Ventures LLC
INCREASED
Shares2,708 from 2,009
Change+699 (+35%)
Value$960.8K (+$115.8K)
Filed 2026-10-21
HRC Wealth Management, LLC
INCREASED
Shares2,706 from 2,106
Change+600 (+28%)
Value$960.1K (+$74.3K)
Filed 2026-10-16
SeaBridge Investment Advisors LLC
INCREASED
Shares2,699 from 2,013
Change+686 (+34%)
Value$957.6K (+$111.0K)
Filed 2026-11-02
Rational Advisors, Inc.
INCREASED
Shares2,685 from 1,384
Change+1,301 (+94%)
Value$952.7K (+$370.6K)
Filed 2026-11-02
Woodward Diversified Capital, LLC
INCREASED
Shares2,680 from 2,495
Change+185 (+7%)
Value$950.9K (-$98.5K)
Filed 2026-10-21
DecisionMap Wealth Management, LLC
INCREASED
Shares2,677 from 2,622
Change+55 (+2%)
Value$949.8K (-$153.0K)
Filed 2026-10-29
Fischer Financial Services, Inc.
DECREASED
Shares2,677 from 2,722
Change-45 (-2%)
Value$949.7K (-$195.0K)
Filed 2026-10-30
Kennebec Savings Bank
INCREASED
Shares2,675 from 1,917
Change+758 (+40%)
Value$949.1K (+$142.8K)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares2,662 from 2,802
Change-140 (-5%)
Value$944.5K (-$234.0K)
Filed 2026-10-13
American State Bank (Iowa)
INCREASED
Shares2,661 from 2,487
Change+174 (+7%)
Value$944.1K (-$101.9K)
Filed 2026-11-03
Sava Infond d.o.o.
INCREASED
Shares2,660 from 1,330
Change+1,330 (+100%)
Value$943.8K (+$384.4K)
Filed 2026-10-28
Element Pointe Advisors, LLC
INCREASED
Shares2,658 from 2,653
Change+5 (+0%)
Value$943.1K (-$172.8K)
Filed 2026-10-21
Proathlete Wealth Management LLC
INCREASED
Shares2,656 from 2,181
Change+475 (+22%)
Value$942.4K (+$25.0K)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$942.0K (-$174.7K)
Filed 2026-10-20
Demars Financial Group, LLC
DECREASED
Shares2,654 from 2,702
Change-48 (-2%)
Value$941.8K (-$194.8K)
Filed 2026-10-22
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,653 from 2,332
Change+321 (+14%)
Value$941.3K (-$39.5K)
Filed 2026-10-09
MontVue Capital Management, Inc.
UNCHANGED
Shares2,649 from 2,649
Change0 (0%)
Value$939.9K (-$174.3K)
Filed 2026-10-19
Vima LLC
DECREASED
Shares2,647 from 2,649
Change-2 (0%)
Value$939.2K (-$175.0K)
Filed 2026-10-23
Worth Asset Management, LLC
INCREASED
Shares2,646 from 1,999
Change+647 (+32%)
Value$938.8K (+$98.0K)
Filed 2026-10-07
MinichMacGregor Wealth Management, LLC
DECREASED
Shares2,640 from 2,641
Change-1 (0%)
Value$936.7K (-$174.1K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares2,633 from 2,755
Change-122 (-4%)
Value$934.2K (-$224.5K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,628 from 2,628
Change0 (0%)
Value$932.4K (-$172.9K)
Filed 2026-10-22
Center For Asset Management LLC
DECREASED
Shares2,627 from 2,969
Change-342 (-12%)
Value$932.0K (-$316.7K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
DECREASED
Shares2,627 from 2,751
Change-124 (-5%)
Value$932.1K (-$225.0K)
Filed 2026-10-19
ADE, LLC
INCREASED
Shares2,627 from 2,620
Change+7 (+0%)
Value$932.1K (-$169.9K)
Filed 2026-10-29
Seven Hills Financial, LLC
NEW
Shares2,625
Change+2,625
Value$931.4K
Filed 2026-10-13
Ahara Advisors LLC
DECREASED
Shares2,625 from 3,580
Change-955 (-27%)
Value$931.4K (-$574.4K)
Filed 2026-10-29
Fusion Capital, LLC
INCREASED
Shares2,624 from 1,609
Change+1,015 (+63%)
Value$931.0K (+$254.3K)
Filed 2026-10-28
Lpwm LLC
INCREASED
Shares2,621 from 2,559
Change+62 (+2%)
Value$929.8K (-$146.3K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
INCREASED
Shares2,619 from 2,221
Change+398 (+18%)
Value$929.3K (-$4.9K)
Filed 2026-10-20
Opinicus Capital, Inc.
INCREASED
Shares2,616 from 2,507
Change+109 (+4%)
Value$928.2K (-$126.3K)
Filed 2026-10-28
Weil Company, Inc.
UNCHANGED
Shares2,605 from 2,605
Change0 (0%)
Value$924.3K (-$171.4K)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED
Shares2,601 from 859
Change+1,742 (+203%)
Value$922.9K (+$561.6K)
Filed 2026-10-29
Obermeyer Wealth Partners
INCREASED
Shares2,582 from 2,377
Change+205 (+9%)
Value$915.9K (-$83.6K)
Filed 2026-10-21
Richardson Financial Services Inc.
INCREASED
Shares2,577 from 2,399
Change+178 (+7%)
Value$914.3K (-$94.7K)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares2,575 from 2,228
Change+347 (+16%)
Value$913.6K (-$23.4K)
Filed 2026-10-26
Country Trust Bank
DECREASED
Shares2,573 from 2,617
Change-44 (-2%)
Value$912.9K (-$187.8K)
Filed 2026-10-30
Rose Capital Advisors LLC
INCREASED
Shares2,572 from 2,074
Change+498 (+24%)
Value$912.7K (+$40.4K)
Filed 2026-11-04
Center for Financial Planning, Inc.
DECREASED
Shares2,570 from 2,772
Change-202 (-7%)
Value$911.9K (-$254.0K)
Filed 2026-10-26
First County Bank
INCREASED
Shares2,567 from 1,872
Change+695 (+37%)
Value$910.8K (+$123.4K)
Filed 2026-10-13
Tucker Asset Management LLC
DECREASED
Shares2,560 from 2,993
Change-433 (-14%)
Value$908.4K (-$350.6K)
Filed 2026-10-29
Richard C. Young & Co., Ltd.
INCREASED
Shares2,556 from 2,286
Change+270 (+12%)
Value$906.9K (-$54.6K)
Filed 2026-11-04
Peterson Wealth Advisors, LLC
INCREASED
Shares2,551 from 2,532
Change+19 (+1%)
Value$905.1K (-$159.8K)
Filed 2026-10-08
DKM Wealth Management, Inc.
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$904.5K (-$167.7K)
Filed 2026-10-09
W Advisors, LLC
INCREASED
Shares2,534 from 2,199
Change+335 (+15%)
Value$899.1K (-$25.8K)
Filed 2026-11-02
Evansbrook LLC
DECREASED
Shares2,533 from 2,591
Change-58 (-2%)
Value$898.7K (-$191.0K)
Filed 2026-10-16
Breakwater Capital Group
DECREASED
Shares2,532 from 2,560
Change-28 (-1%)
Value$898.4K (-$178.4K)
Filed 2026-10-09
Howard Wealth Management, LLC
UNCHANGED
Shares2,531 from 2,531
Change0 (0%)
Value$898.0K (-$166.5K)
Filed 2026-10-28
Pinkerton Wealth, LLC
INCREASED
Shares2,530 from 2,237
Change+293 (+13%)
Value$897.7K (+$66.1K)
Filed 2026-10-29
MN Wealth Advisors, LLC
INCREASED
Shares2,530 from 2,465
Change+65 (+3%)
Value$897.9K (-$138.8K)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
DECREASED
Shares2,527 from 2,687
Change-160 (-6%)
Value$932.0K (-$122.2K)
Filed 2026-10-21
Allegheny Financial Group
DECREASED
Shares2,526 from 2,542
Change-16 (-1%)
Value$896.5K (-$172.8K)
Filed 2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$896.3K (-$166.2K)
Filed 2026-10-21
First American Bank
DECREASED
Shares2,518 from 2,844
Change-326 (-11%)
Value$893.4K (-$302.8K)
Filed 2026-10-27
First Bank & Trust
DECREASED
Shares2,517 from 2,943
Change-426 (-14%)
Value$893.1K (-$344.8K)
Filed 2026-10-19
Eurizon SLJ Capital Ltd
INCREASED
Shares2,517 from 2,300
Change+217 (+9%)
Value$893.1K (-$74.3K)
Filed 2026-11-06
Biltmore Wealth Management, LLC
DECREASED
Shares2,499 from 2,633
Change-134 (-5%)
Value$886.7K (-$220.8K)
Filed 2026-10-09
Acorn Creek Capital LLC
DECREASED
Shares2,499 from 2,599
Change-100 (-4%)
Value$886.7K (-$206.5K)
Filed 2026-11-05
Eclectic Associates Inc
DECREASED
Shares2,492 from 2,497
Change-5 (0%)
Value$884.2K (-$166.1K)
Filed 2026-10-09
Arsenal Capital Advisors LLC
INCREASED
Shares2,491 from 2,458
Change+33 (+1%)
Value$883.8K (-$150.0K)
Filed 2026-11-02
Purkiss Capital Advisors LLC
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$883.5K (-$163.8K)
Filed 2026-11-06
Lincoln Capital LLC
DECREASED
Shares2,489 from 2,611
Change-122 (-5%)
Value$883.1K (-$215.3K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,488 from 2,334
Change+154 (+7%)
Value$882.8K (-$98.9K)
Filed 2026-10-16
Waystone Advisors LLC
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-16
Foundry Financial LLC
INCREASED
Shares2,478 from 2,248
Change+230 (+10%)
Value$879.1K (-$66.3K)
Filed 2026-10-16
Pegasus Asset Management, Inc.
INCREASED
Shares2,477 from 2,472
Change+5 (+0%)
Value$878.9K (-$160.9K)
Filed 2026-11-03
Veratis Advisors, Inc.
INCREASED
Shares2,465 from 2,435
Change+30 (+1%)
Value$874.6K (-$149.6K)
Filed 2026-11-03
Mitchell Sinkler & Starr
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$874.6K (-$162.2K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,451 from 2,354
Change+97 (+4%)
Value$869.6K (-$120.4K)
Filed 2026-10-28
4Wealth Advisors, Inc.
DECREASED
Shares2,446 from 3,035
Change-589 (-19%)
Value$863.0K (-$386.9K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares2,445 from 2,352
Change+93 (+4%)
Value$868 (-$121)
Filed 2026-10-27
Grandfield & Dodd, LLC
UNCHANGED
Shares2,445 from 2,445
Change0 (0%)
Value$867.5K (-$160.9K)
Filed 2026-10-29
Wespac Advisors, LLC
DECREASED
Shares2,444 from 2,480
Change-36 (-1%)
Value$867.2K (-$175.9K)
Filed 2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED
Shares2,443 from 2,781
Change-338 (-12%)
Value$864.7K (-$305.0K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares2,435 from 1,352
Change+1,083 (+80%)
Value$864.0K (+$295.4K)
Filed 2026-10-20
Obsidian CIO, LLC
INCREASED
Shares2,434 from 2,278
Change+156 (+7%)
Value$863.7K (-$94.5K)
Filed 2026-11-05
Integrated Financial Solutions, Inc.
INCREASED
Shares2,425 from 2,310
Change+115 (+5%)
Value$860.4K (-$111.2K)
Filed 2026-10-09
Galvin, Gaustad & Stein, LLC
INCREASED
Shares2,424 from 2,118
Change+306 (+14%)
Value$860.3K (-$30.4K)
Filed 2026-10-08
Retirement Investment Advisors, Inc.
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$859.4K (-$96.8K)
Filed 2026-10-22
Bath Savings Trust Co
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$857.2K (-$158.9K)
Filed 2026-10-07
Encompass Wealth Advisors, LLC
INCREASED
Shares2,412 from 1,204
Change+1,208 (+100%)
Value$855.5K (+$349.3K)
Filed 2026-10-15
FAI Advisors, Inc.
DECREASED
Shares2,407 from 2,418
Change-11 (0%)
Value$854.0K (-$163.0K)
Filed 2026-10-27
Broadway Wealth Solutions, Inc.
DECREASED
Shares2,405 from 3,158
Change-753 (-24%)
Value$853.3K (-$474.9K)
Filed 2026-10-21
One Plus One Wealth Management, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$851.5K (-$157.9K)
Filed 2026-10-16
Patten & Patten Inc
INCREASED
Shares2,397 from 2,375
Change+22 (+1%)
Value$850.3K (-$148.4K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
INCREASED
Shares2,395 from 2,389
Change+6 (+0%)
Value$849.8K (-$155.0K)
Filed 2026-10-20
Insight Wealth Partners, LLC
DECREASED
Shares2,394 from 2,605
Change-211 (-8%)
Value$849.4K (-$246.2K)
Filed 2026-10-26
Advisory Solutions Group, LLC
INCREASED
Shares2,393 from 1,955
Change+438 (+22%)
Value$849.1K (+$26.8K)
Filed 2026-10-14
Gilliland Jeter Wealth Management LLC
INCREASED
Shares2,390 from 2,241
Change+149 (+7%)
Value$848.0K (-$94.6K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
DECREASED
Shares2,389 from 3,389
Change-1,000 (-30%)
Value$847.6K (-$577.8K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
INCREASED
Shares2,383 from 2,292
Change+91 (+4%)
Value$845.5K (-$118.5K)
Filed 2026-10-19
Thoma Capital Management LLC
DECREASED
Shares2,376 from 2,617
Change-241 (-9%)
Value$843.0K (-$257.7K)
Filed 2026-10-19
International Private Wealth Advisors LLC
INCREASED
Shares2,373 from 1,685
Change+688 (+41%)
Value$841.8K (+$133.1K)
Filed 2026-11-05
River Street Advisors LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$840.9K (-$155.9K)
Filed 2026-10-22
Aegis Wealth Management, Inc.
DECREASED
Shares2,368 from 2,768
Change-400 (-14%)
Value$840.2K (-$324.0K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares2,346 from 2,175
Change+171 (+8%)
Value$832.5K (-$82.1K)
Filed 2026-10-13
Sheets Smith Wealth Management
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$832.0K (-$154.3K)
Filed 2026-10-16
Barings LLC
INCREASED
Shares2,344 from 1,008
Change+1,336 (+133%)
Value$831.7K (+$407.7K)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED
Shares2,335 from 2,329
Change+6 (+0%)
Value$828.5K (-$151.1K)
Filed 2026-10-09
Global Strategic Investment Solutions, LLC
DECREASED
Shares2,334 from 2,351
Change-17 (-1%)
Value$828.1K (-$160.7K)
Filed 2026-10-16
Nvwm, LLC
INCREASED
Shares2,330 from 425
Change+1,905 (+448%)
Value$826.7K (+$648.0K)
Filed 2026-10-14
Cornerstone Enterprises, LLC
DECREASED
Shares2,325 from 3,468
Change-1,143 (-33%)
Value$824.9K (-$633.7K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
INCREASED
Shares2,325 from 2,273
Change+52 (+2%)
Value$824.9K (-$131.1K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
DECREASED
Shares2,320 from 2,434
Change-114 (-5%)
Value$823.0K (-$200.8K)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
DECREASED
Shares2,319 from 2,419
Change-100 (-4%)
Value$822.8K (-$194.6K)
Filed 2026-10-21
Thrive Capital Management, LLC
INCREASED
Shares2,316 from 2,078
Change+238 (+11%)
Value$821.7K (-$52.3K)
Filed 2026-10-28
Montz Harcus Wealth Management LLC
DECREASED
Shares2,310 from 2,452
Change-142 (-6%)
Value$819.6K (-$211.7K)
Filed 2026-10-09
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares2,307 from 2,295
Change+12 (+1%)
Value$818.5K (-$146.7K)
Filed 2026-10-06
Gerber, LLC
INCREASED
Shares2,307 from 2,302
Change+5 (+0%)
Value$818.6K (-$149.7K)
Filed 2026-10-21
Accel Wealth Management
DECREASED
Shares2,305 from 2,328
Change-23 (-1%)
Value$817.8K (-$161.3K)
Filed 2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares2,304 from 1,922
Change+382 (+20%)
Value$817.6K (+$9.1K)
Filed 2026-10-21
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$816.1K (-$151.3K)
Filed 2026-10-23
Emerald Advisors, LLC
DECREASED
Shares2,298 from 2,372
Change-74 (-3%)
Value$815.3K (-$182.3K)
Filed 2026-10-13
BayBridge Capital Group, LLC
INCREASED
Shares2,292 from 1,748
Change+544 (+31%)
Value$813.2K (+$77.9K)
Filed 2026-10-13
Latitude Advisors, LLC
DECREASED
Shares2,286 from 2,525
Change-239 (-9%)
Value$811.2K (-$250.6K)
Filed 2026-10-27
Whitener Capital Management, Inc.
INCREASED
Shares2,282 from 2,249
Change+33 (+1%)
Value$809.7K (-$136.3K)
Filed 2026-10-15
Headland Capital, LLC
INCREASED
Shares2,277 from 2,208
Change+69 (+3%)
Value$807.8K (-$120.9K)
Filed 2026-11-06
Financial Designs Corp
INCREASED
Shares2,277 from 2,232
Change+45 (+2%)
Value$807.9K (-$130.9K)
Filed 2026-10-09
Prosperity Advisers, LLC
DECREASED
Shares2,276 from 2,344
Change-68 (-3%)
Value$807.5K (-$178.3K)
Filed 2026-10-28
Hobart Private Capital, LLC
DECREASED
Shares2,272 from 2,319
Change-47 (-2%)
Value$806.1K (-$169.2K)
Filed 2026-10-19
Wealth Preservation Advisors, LLC
INCREASED
Shares2,271 from 1,838
Change+433 (+24%)
Value$805.8K (+$32.7K)
Filed 2026-11-05
Roman Butler Fullerton & Co
INCREASED
Shares2,268 from 2,251
Change+17 (+1%)
Value$834.8K (-$53.8K)
Filed 2026-10-27
Physicians Financial Services, Inc.
INCREASED
Shares2,261 from 2,241
Change+20 (+1%)
Value$802 (-$942.2K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
DECREASED
Shares2,256 from 2,366
Change-110 (-5%)
Value$800.5K (-$194.7K)
Filed 2026-10-22
Veracity Capital LLC
INCREASED
Shares2,254 from 1,995
Change+259 (+13%)
Value$799.7K (-$39.4K)
Filed 2026-10-08
Stone Summit Wealth LLC
DECREASED
Shares2,250 from 2,844
Change-594 (-21%)
Value$798.3K (-$397.9K)
Filed 2026-10-14
Orrstown Financial Services Inc
DECREASED
Shares2,250 from 2,286
Change-36 (-2%)
Value$798.3K (-$163.2K)
Filed 2026-10-14
Financial Enhancement Group LLC
DECREASED
Shares2,247 from 2,681
Change-434 (-16%)
Value$848.9K (-$278.7K)
Filed 2026-10-08
Lebenthal Global Advisors, LLC
INCREASED
Shares2,247 from 2,173
Change+74 (+3%)
Value$797.4K (-$116.7K)
Filed 2026-10-28
Steinberganna Wealth Management
DECREASED
Shares2,242 from 2,257
Change-15 (-1%)
Value$795.5K (-$153.8K)
Filed 2026-10-23
Affiance Financial, LLC
DECREASED
Shares2,241 from 2,288
Change-47 (-2%)
Value$795.1K (-$167.2K)
Filed 2026-10-15
Brooklyn FI, LLC
INCREASED
Shares2,239 from 822
Change+1,417 (+172%)
Value$862.4K (+$555.0K)
Filed 2026-11-05
Guardian Financial Partners, LLC
INCREASED
Shares2,236 from 1,511
Change+725 (+48%)
Value$793.4K (+$157.8K)
Filed 2026-11-04
OMC Financial Services LTD
DECREASED
Shares2,235 from 2,562
Change-327 (-13%)
Value$793.0K (-$284.6K)
Filed 2026-10-19
Markowski Investments
DECREASED
Shares2,234 from 2,790
Change-556 (-20%)
Value$792.6K (-$380.8K)
Filed 2026-10-30
Eagle Wealth Strategies LLC
INCREASED
Shares2,231 from 1,154
Change+1,077 (+93%)
Value$791.6K (+$306.2K)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares2,230 from 2,215
Change+15 (+1%)
Value$791.2K (-$140.4K)
Filed 2026-10-23
Tenet Wealth Partners, LLC
DECREASED
Shares2,229 from 2,306
Change-77 (-3%)
Value$790.9K (+$77.8K)
Filed 2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED
Shares2,229 from 2,265
Change-36 (-2%)
Value$790.9K (-$161.8K)
Filed 2026-10-20
Asset Planning,Inc
DECREASED
Shares2,227 from 2,361
Change-134 (-6%)
Value$790.2K (-$202.9K)
Filed 2026-10-26
Mattern Capital Management, LLC
DECREASED
Shares2,227 from 2,231
Change-4 (0%)
Value$790.2K (-$148.2K)
Filed 2026-11-02
Victrix Investment Advisors
INCREASED
Shares2,225 from 2,023
Change+202 (+10%)
Value$789.5K (-$61.4K)
Filed 2026-10-13
Kennedy Investment Group, Inc.
INCREASED
Shares2,218 from 2,205
Change+13 (+1%)
Value$787.0K (-$140.5K)
Filed 2026-10-21
Fortress Financial Solutions, LLC
NEW
Shares2,215
Change+2,215
Value$785.9K
Filed 2026-10-14
Fiduciary Financial Group, LLC
DECREASED
Shares2,210 from 2,248
Change-38 (-2%)
Value$784.1K (-$161.4K)
Filed 2026-10-13
Curran Financial Partners, LLC
INCREASED
Shares2,208 from 1,960
Change+248 (+13%)
Value$783.4K (-$41.0K)
Filed 2026-11-04
Retirement Solution LLC
INCREASED
Shares2,206 from 2,066
Change+140 (+7%)
Value$782.7K (-$86.1K)
Filed 2026-10-27
Nautilus Advisors LLC
INCREASED
Shares2,205 from 1,951
Change+254 (+13%)
Value$782.4K (-$13.2K)
Filed 2026-10-07
Gainplan LLC
DECREASED
Shares2,201 from 2,986
Change-785 (-26%)
Value$780.8K (-$474.9K)
Filed 2026-10-09
Petros Family Wealth, LLC
INCREASED
Shares2,197 from 1,670
Change+527 (+32%)
Value$779.5K (+$77.1K)
Filed 2026-10-28
Rare Wolf Capital LLC
UNCHANGED
Shares2,191 from 2,191
Change0 (0%)
Value$777.4K (-$144.1K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares2,189
Change+2,189
Value$776.7K
Filed 2026-11-04
Wolverine Asset Management LLC
DECREASED
Shares2,187 from 41,907
Change-39,720 (-95%)
Value$776.0K (-$16.9M)
Filed 2026-11-02
Three Arch Wealth Management LLC
INCREASED
Shares2,183 from 2,181
Change+2 (+0%)
Value$774.6K (-$142.8K)
Filed 2026-10-20
Darden Wealth Group Inc
INCREASED
Shares2,173 from 2,043
Change+130 (+6%)
Value$771.0K (-$88.3K)
Filed 2026-11-06
Pittenger & Anderson Inc
DECREASED
Shares2,166 from 5,005
Change-2,839 (-57%)
Value$768.5K (-$1.3M)
Filed 2026-11-02
AWM Capital, LLC
NEW
Shares2,159
Change+2,159
Value$766.0K
Filed 2026-10-16
Fulcrum Equity Management
DECREASED
Shares2,157 from 2,608
Change-451 (-17%)
Value$765.3K (-$331.6K)
Filed 2026-10-21
Lodestone Wealth Management LLC
DECREASED
Shares2,155 from 2,233
Change-78 (-3%)
Value$764.6K (-$174.6K)
Filed 2026-10-14
Swmg, LLC
INCREASED
Shares2,154 from 2,072
Change+82 (+4%)
Value$806.8K (-$14.0K)
Filed 2026-10-23
Peterson Wealth Management
DECREASED
Shares2,153 from 2,554
Change-401 (-16%)
Value$763.9K (-$310.3K)
Filed 2026-11-06
Aquire Wealth Advisors, LLC
DECREASED
Shares2,152 from 2,189
Change-37 (-2%)
Value$763.4K (-$157.3K)
Filed 2026-10-23
Ridgewood Investments LLC
INCREASED
Shares2,148 from 2,098
Change+50 (+2%)
Value$762.2K (-$120.3K)
Filed 2026-10-05
Old North State Wealth Management, LLC
INCREASED
Shares2,146 from 2,145
Change+1 (+0%)
Value$761.9K (-$141.1K)
Filed 2026-10-22
John W. Brooker & Co., CPAs
INCREASED
Shares2,143 from 2,126
Change+17 (+1%)
Value$760.4K (-$133.8K)
Filed 2026-10-21
Value Partners Investments Inc.
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$762.0K (-$137.2K)
Filed 2026-10-19
Junk Investment Group, LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$758.9K (-$140.7K)
Filed 2026-10-19
CPC Advisors, LLC
INCREASED
Shares2,138 from 2,053
Change+85 (+4%)
Value$758.6K (-$104.9K)
Filed 2026-10-21
Blue Capital, Inc.
DECREASED
Shares2,131 from 2,518
Change-387 (-15%)
Value$756.1K (-$303.0K)
Filed 2026-10-13
Arthur M. Cohen & Associates, LLC
DECREASED
Shares2,130 from 2,185
Change-55 (-3%)
Value$755.7K (-$163.3K)
Filed 2026-10-26
First Financial Group Corp
INCREASED
Shares2,129 from 2,124
Change+5 (+0%)
Value$755.4K (-$138.0K)
Filed 2026-10-22
Hengehold Capital Management LLC
INCREASED
Shares2,126 from 1,850
Change+276 (+15%)
Value$754.3K (-$23.7K)
Filed 2026-10-16
Ariadne Wealth Management, LP
DECREASED
Shares2,115 from 2,145
Change-30 (-1%)
Value$750.4K (-$151.8K)
Filed 2026-11-06
Oakworth Capital, Inc.
INCREASED
Shares2,112 from 2,012
Change+100 (+5%)
Value$749.4K (-$100.6K)
Filed 2026-10-26
Intelligence Driven Advisers, LLC
INCREASED
Shares2,105 from 1,788
Change+317 (+18%)
Value$746.8K (-$5.1K)
Filed 2026-10-09
SRH Advisors, LLC
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$746.9K (-$138.5K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
DECREASED
Shares2,103 from 2,133
Change-30 (-1%)
Value$746.0K (-$150.9K)
Filed 2026-10-20
Scott Capital Advisors, LLC
UNCHANGED
Shares2,102 from 2,102
Change0 (0%)
Value$794.1K (-$89.9K)
Filed 2026-10-13
Family Capital Management, Inc.
INCREASED
Shares2,096 from 2,092
Change+4 (+0%)
Value$743.7K (-$136.2K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares2,088
Change+2,088
Value$740.8K
Filed 2026-11-06
Rinkey Investments
DECREASED
Shares2,088 from 2,247
Change-159 (-7%)
Value$740.8K (-$204.2K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares2,085 from 2,030
Change+55 (+3%)
Value$739.8K (-$114.0K)
Filed 2026-10-19
Park Edge Advisors, LLC
INCREASED
Shares2,083 from 1,896
Change+187 (+10%)
Value$739.2K (-$58.4K)
Filed 2026-10-28
IronOak Wealth Llc.
NEW
Shares2,076
Change+2,076
Value$736.8K
Filed 2026-11-06
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$736.6K (-$136.6K)
Filed 2026-10-09
Fortitude Family Office, LLC
INCREASED
Shares2,073 from 1,576
Change+497 (+32%)
Value$735.5K (+$72.7K)
Filed 2026-10-14
BAM Wealth Management, LLC
INCREASED
Shares2,073 from 1,798
Change+275 (+15%)
Value$735.5K (-$20.7K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
DECREASED
Shares2,072 from 2,101
Change-29 (-1%)
Value$735.2K (-$148.5K)
Filed 2026-10-08
Evermay Wealth Management LLC
INCREASED
Shares2,057 from 2,027
Change+30 (+1%)
Value$729.8K (-$122.7K)
Filed 2026-11-05
626 Financial, LLC
DECREASED
Shares2,055 from 2,214
Change-159 (-7%)
Value$729.1K (-$202.1K)
Filed 2026-11-04
Compass Wealth Management, LLC
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$727.0K (-$134.8K)
Filed 2026-10-30
Willis Johnson Wealth, Inc.
INCREASED
Shares2,047 from 2,012
Change+35 (+2%)
Value$726.4K (-$120.0K)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares2,046 from 2,067
Change-21 (-1%)
Value$725.9K (-$143.4K)
Filed 2026-10-29
October Effect Ltd
DECREASED
Shares2,043 from 2,248
Change-205 (-9%)
Value$724.9K (-$220.6K)
Filed 2026-10-20
KRS Capital Management, LLC
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$724.9K (-$134.4K)
Filed 2026-10-16
Innovative Advisory Group, LLC
DECREASED
Shares2,041 from 2,061
Change-20 (-1%)
Value$724.2K (-$142.7K)
Filed 2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED
Shares2,040 from 2,254
Change-214 (-9%)
Value$723.8K (-$224.2K)
Filed 2026-11-02
Global Trust Asset Management, LLC
DECREASED
Shares2,040 from 2,066
Change-26 (-1%)
Value$723.7K (-$145.4K)
Filed 2026-10-19
PFW Advisors LLC
INCREASED
Shares2,037 from 2,014
Change+23 (+1%)
Value$722.7K (-$124.3K)
Filed 2026-10-07
Elmwood Wealth Management, Inc.
DECREASED
Shares2,036 from 2,063
Change-27 (-1%)
Value$722.4K (-$145.3K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares2,033 from 1,670
Change+363 (+22%)
Value$721.3K (+$18.9K)
Filed 2026-10-14
DT Investment Partners, LLC
DECREASED
Shares2,028 from 2,058
Change-30 (-1%)
Value$719.6K (-$146.0K)
Filed 2026-10-27
Inman Jager Wealth Management, LLC
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$718.8K (-$133.3K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares2,024 from 2,101
Change-77 (-4%)
Value$718.1K (-$165.5K)
Filed 2026-10-26
Sylvest Advisors, LLC
UNCHANGED
Shares2,019 from 2,019
Change0 (0%)
Value$716.4K (-$132.8K)
Filed 2026-10-26
Atwood & Palmer Inc
DECREASED
Shares2,013 from 2,101
Change-88 (-4%)
Value$714.2K (-$169.4K)
Filed 2026-10-08
KWB Wealth
DECREASED
Shares2,006 from 2,020
Change-14 (-1%)
Value$711.7K (-$137.9K)
Filed 2026-10-16
Park National Corp
DECREASED
Shares2,002 from 2,377
Change-375 (-16%)
Value$710.3K (-$289.4K)
Filed 2026-10-05
LJI Wealth Management, LLC
DECREASED
Shares2,002 from 2,095
Change-93 (-4%)
Value$710.3K (-$170.8K)
Filed 2026-10-28
Empirical Capital Management, LLC
DECREASED
Shares2,000 from 6,000
Change-4,000 (-67%)
Value$710 (-$2.5M)
Filed 2026-10-27
CWC Advisors, Llc.
DECREASED
Shares1,996 from 2,209
Change-213 (-10%)
Value$708.2K (-$220.9K)
Filed 2026-10-15
S.A. Mason LLC
INCREASED
Shares1,988 from 1,986
Change+2 (+0%)
Value$705.4K (-$130.0K)
Filed 2026-10-13
M Wealth Management, LLC
DECREASED
Shares1,986 from 2,486
Change-500 (-20%)
Value$704.7K (-$341.0K)
Filed 2026-10-14
Plan Group Financial, LLC
DECREASED
Shares1,985 from 2,041
Change-56 (-3%)
Value$741.7K (-$116.6K)
Filed 2026-10-22
Security Financial Services, Inc.
INCREASED
Shares1,983 from 1,715
Change+268 (+16%)
Value$703.6K (-$17.7K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,980 from 2,047
Change-67 (-3%)
Value$701 (-$670.5K)
Filed 2026-11-04
Family Office Research LLC
DECREASED
Shares1,979 from 3,574
Change-1,595 (-45%)
Value$702.3K (-$801.1K)
Filed 2026-10-14
Union Savings Bank
DECREASED
Shares1,976 from 2,076
Change-100 (-5%)
Value$701.1K (-$172.1K)
Filed 2026-10-14
Firestone Capital Management
INCREASED
Shares1,976 from 1,942
Change+34 (+2%)
Value$701.1K (-$115.7K)
Filed 2026-11-03
Krane Financial Solutions LLC
INCREASED
Shares1,970 from 1,928
Change+42 (+2%)
Value$699.0K (-$111.9K)
Filed 2026-10-30
Vista Capital Partners, Inc.
DECREASED
Shares1,966 from 2,201
Change-235 (-11%)
Value$697.6K (-$228.2K)
Filed 2026-11-06
Alessandra Capital Management, LLC
UNCHANGED
Shares1,962 from 1,962
Change0 (0%)
Value$696.1K (-$129.1K)
Filed 2026-10-30
Entrewealth, LLC
INCREASED
Shares1,961 from 1,725
Change+236 (+14%)
Value$695.8K (+$144.6K)
Filed 2026-10-14
Chapin Davis, Inc.
DECREASED
Shares1,956 from 2,010
Change-54 (-3%)
Value$694.0K (-$151.4K)
Filed 2026-10-09
Solidarity Wealth, LLC
INCREASED
Shares1,954 from 1,883
Change+71 (+4%)
Value$693.3K (-$98.7K)
Filed 2026-10-15
Iron Financial LLC
DECREASED
Shares1,954 from 1,975
Change-21 (-1%)
Value$693.3K (-$137.4K)
Filed 2026-10-23
Councilor Wealth, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$691.9K (-$128.3K)
Filed 2026-10-09
Omni 360 Wealth, Inc.
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$691.5K (-$128.2K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,948 from 1,933
Change+15 (+1%)
Value$691.2K (-$121.9K)
Filed 2026-10-22
Providence Wealth Advisors, LLC
DECREASED
Shares1,947 from 1,965
Change-18 (-1%)
Value$721.5K (-$58.0K)
Filed 2026-10-29
Tributary Capital Management, LLC
DECREASED
Shares1,945 from 2,120
Change-175 (-8%)
Value$690.1K (-$201.6K)
Filed 2026-10-28
Prentice Wealth Management LLC
INCREASED
Shares1,944 from 1,682
Change+262 (+16%)
Value$689.8K (-$17.7K)
Filed 2026-10-20
Ares Financial Consulting, LLC
DECREASED
Shares1,942 from 2,300
Change-358 (-16%)
Value$689.0K (-$278.3K)
Filed 2026-10-19
Midland Wealth Advisors, LLC
INCREASED
Shares1,939 from 1,850
Change+89 (+5%)
Value$688.0K (-$90.1K)
Filed 2026-10-26
Jnba Financial Advisors
INCREASED
Shares1,939 from 1,918
Change+21 (+1%)
Value$688.0K (-$118.7K)
Filed 2026-11-03
Convergence Investment Partners, LLC
INCREASED
Shares1,938 from 1,923
Change+15 (+1%)
Value$687.6K (-$121.2K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares1,931 from 5,656
Change-3,725 (-66%)
Value$685.1K (-$1.7M)
Filed 2026-10-16
Massachusetts Wealth Management
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$678.8K (-$125.9K)
Filed 2026-10-21
Strata Wealth Advisors, LLC
DECREASED
Shares1,912 from 2,056
Change-144 (-7%)
Value$678.4K (-$186.4K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,911 from 1,638
Change+273 (+17%)
Value$677.9K (-$10.9K)
Filed 2026-10-20
Bayshore Capital Advisors, LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$677.7K (-$125.7K)
Filed 2026-11-02
Sitrin Capital Management LLC
INCREASED
Shares1,909 from 1,849
Change+60 (+3%)
Value$677.3K (-$100.4K)
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares1,904 from 2,153
Change-249 (-12%)
Value$675.6K (-$230.0K)
Filed 2026-11-02
Piedmont Capital Management, LLC
DECREASED
Shares1,904 from 1,987
Change-83 (-4%)
Value$675.6K (-$160.2K)
Filed 2026-10-21
Financial Symmetry Inc
DECREASED
Shares1,904 from 1,950
Change-46 (-2%)
Value$675.6K (-$144.6K)
Filed 2026-10-06
Three Bridge Wealth Advisors, LLC
DECREASED
Shares1,903 from 1,944
Change-41 (-2%)
Value$675.2K (-$142.4K)
Filed 2026-11-05
Cannon Advisors, Inc.
DECREASED
Shares1,902 from 1,930
Change-28 (-1%)
Value$713.7K (-$50.9K)
Filed 2026-10-14
Ted Buchan & Co
INCREASED
Shares1,901 from 1,674
Change+227 (+14%)
Value$674.7K (-$29.2K)
Filed 2026-10-23
BCS Wealth Management
INCREASED
Shares1,898 from 1,834
Change+64 (+3%)
Value$673.4K (-$98.0K)
Filed 2026-11-03
Freedom Financial Partners LLC
INCREASED
Shares1,897 from 1,827
Change+70 (+4%)
Value$673.1K (-$95.4K)
Filed 2026-10-19
Coquina Private Wealth LLC
DECREASED
Shares1,884 from 1,924
Change-40 (-2%)
Value$668.5K (-$140.8K)
Filed 2026-10-27
Tenon Financial LLC
NEW
Shares1,883
Change+1,883
Value$668.1K
Filed 2026-10-14
ARQ Wealth Advisors, LLC
INCREASED
Shares1,881 from 1,813
Change+68 (+4%)
Value$667.4K (-$10.7K)
Filed 2026-10-29
Fairvoy Private Wealth, LLC
INCREASED
Shares1,881 from 1,864
Change+17 (+1%)
Value$667.4K (-$116.6K)
Filed 2026-10-19
Strategy Asset Managers LLC
DECREASED
Shares1,880 from 1,885
Change-5 (0%)
Value$666.9K (-$126.0K)
Filed 2026-10-14
Condor Capital Management
INCREASED
Shares1,868 from 1,799
Change+69 (+4%)
Value$662.8K (-$93.9K)
Filed 2026-11-06
Fourpath Capital Management, LLC
DECREASED
Shares1,866 from 1,912
Change-46 (-2%)
Value$662.1K (-$142.1K)
Filed 2026-10-19
Inspirion Wealth Advisors, LLC
DECREASED
Shares1,857 from 1,874
Change-17 (-1%)
Value$658.9K (-$138.1K)
Filed 2026-10-09
Yoder Wealth Management, Inc.
INCREASED
Shares1,855 from 1,707
Change+148 (+9%)
Value$658.2K (-$59.8K)
Filed 2026-10-13
Boyer Financial Services, Inc.
INCREASED
Shares1,852 from 1,820
Change+32 (+2%)
Value$657.1K (-$59.0K)
Filed 2026-10-23
Pathway Financial Advisors LLC
INCREASED
Shares1,851 from 1,181
Change+670 (+57%)
Value$656.7K (+$192.0K)
Filed 2026-10-07
Sather Financial Group Inc
DECREASED
Shares1,846 from 1,878
Change-32 (-2%)
Value$655.0K (-$134.9K)
Filed 2026-10-30
Kellett Wealth Advisors, LLC
DECREASED
Shares1,845 from 1,905
Change-60 (-3%)
Value$654.6K (-$146.6K)
Filed 2026-10-15
TradeWell Securities, Llc.
DECREASED
Shares1,842 from 1,850
Change-8 (0%)
Value$653.6K (-$124.6K)
Filed 2026-10-21
Lantz Financial LLC
DECREASED
Shares1,840 from 2,078
Change-238 (-11%)
Value$652.9K (-$221.2K)
Filed 2026-10-15
LongView Wealth Management
INCREASED
Shares1,838 from 1,835
Change+3 (+0%)
Value$652.1K (-$119.7K)
Filed 2026-10-19
Sky Investment Group LLC
NEW
Shares1,837
Change+1,837
Value$651.8K
Filed 2026-10-30
Prairiewood Capital, LLC
INCREASED
Shares1,837 from 1,734
Change+103 (+6%)
Value$651.8K (-$77.5K)
Filed 2026-10-16
IFC & Insurance Marketing, Inc.
DECREASED
Shares1,831 from 1,871
Change-40 (-2%)
Value$649.7K (-$137.3K)
Filed 2026-10-16
Elite Life Management LLC
INCREASED
Shares1,830 from 1,698
Change+132 (+8%)
Value$629.0K (+$83.0K)
Filed 2026-11-06
Woodard & Co Asset Management Group Inc
DECREASED
Shares1,829 from 3,625
Change-1,796 (-50%)
Value$649.0K (-$875.7K)
Filed 2026-11-03
Signature Wealth Management Partners, LLC
INCREASED
Shares1,827 from 1,803
Change+24 (+1%)
Value$648.2K (-$110.1K)
Filed 2026-10-21
MTM Investment Management, LLC
DECREASED
Shares1,826 from 2,245
Change-419 (-19%)
Value$647.9K (-$296.4K)
Filed 2026-10-30
Avail Investment Partners, LLC
INCREASED
Shares1,821 from 1,592
Change+229 (+14%)
Value$646.1K (-$23.5K)
Filed 2026-10-16
Kesler, Norman & Wride, LLC
INCREASED
Shares1,813 from 1,698
Change+115 (+7%)
Value$643.3K (-$70.8K)
Filed 2026-11-06
One Degree Advisors Inc
DECREASED
Shares1,810 from 1,825
Change-15 (-1%)
Value$689.0K (+$688.3K)
Filed 2026-11-06
Tranquility Partners, LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$642.2K (-$119.1K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares1,808 from 1,862
Change-54 (-3%)
Value$641.3K (-$141.6K)
Filed 2026-11-03
Hardy Reed LLC
INCREASED
Shares1,806 from 1,242
Change+564 (+45%)
Value$640.8K (+$118.4K)
Filed 2026-11-06
Livet Wealth, LLC
INCREASED
Shares1,806 from 1,536
Change+270 (+18%)
Value$640.8K (-$5.3K)
Filed 2026-10-27
Highland Financial Advisors, LLC
INCREASED
Shares1,804 from 1,073
Change+731 (+68%)
Value$640.1K (+$188.8K)
Filed 2026-10-19
Granite Islands Private Wealth, LLC
DECREASED
Shares1,800 from 2,151
Change-351 (-16%)
Value$638.2K (-$263.3K)
Filed 2026-10-16
Able Financial Group, LLC
INCREASED
Shares1,799 from 1,592
Change+207 (+13%)
Value$638.3K (-$31.3K)
Filed 2026-10-14
Peirce Capital Management, LLC
INCREASED
Shares1,796 from 1,657
Change+139 (+8%)
Value$637.2K (-$59.7K)
Filed 2026-10-19
First United Bank & Trust
DECREASED
Shares1,794 from 2,454
Change-660 (-27%)
Value$636.5K (-$395.6K)
Filed 2026-10-22
Appalachian Capital Management Ltd
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$632.6K (-$117.3K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$749.9K ($0)
Filed 2026-10-06
PFC Capital Group, Inc.
UNCHANGED
Shares1,781 from 1,781
Change0 (0%)
Value$631.9K (-$117.1K)
Filed 2026-11-06
Able Wealth Management LLC
INCREASED
Shares1,779 from 1,378
Change+401 (+29%)
Value$673.9K (+$98.4K)
Filed 2026-10-13
Northern Lights Advisors, Inc.
DECREASED
Shares1,778 from 1,964
Change-186 (-9%)
Value$630.9K (-$195.2K)
Filed 2026-10-21
Richmond Investment Services, LLC
DECREASED
Shares1,778 from 1,781
Change-3 (0%)
Value$630.9K (-$118.2K)
Filed 2026-10-29
FDx Advisors, Inc.
DECREASED
Shares1,776 from 1,818
Change-42 (-2%)
Value$630 (-$764.4K)
Filed 2026-11-05
Oak Asset Management, LLC
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$629.4K (-$116.7K)
Filed 2026-10-13
Thompson Davis & Co., Inc.
INCREASED
Shares1,770 from 1,700
Change+70 (+4%)
Value$628.0K (-$87.0K)
Filed 2026-11-05
BXM Wealth LLC
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$626.6K (-$116.2K)
Filed 2026-11-03
First Financial Bank - Trust Division
INCREASED
Shares1,762 from 1,687
Change+75 (+4%)
Value$625.2K (-$84.4K)
Filed 2026-10-01
UMB Private Wealth Management, LLC
NEW
Shares1,761
Change+1,761
Value$624.8K
Filed 2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$624.5K (-$115.8K)
Filed 2026-10-09
Investment House LLC
DECREASED
Shares1,759 from 3,535
Change-1,776 (-50%)
Value$624.1K (-$862.7K)
Filed 2026-10-21
Urban Wealth Management, LLC
DECREASED
Shares1,755 from 1,795
Change-40 (-2%)
Value$622.7K (-$132.3K)
Filed 2026-10-21
Todd Wealth Management, LLC
INCREASED
Shares1,753 from 1,348
Change+405 (+30%)
Value$622.0K (+$55.0K)
Filed 2026-10-19
Vista Investment Partners II, LLC
DECREASED
Shares1,752 from 1,772
Change-20 (-1%)
Value$621.6K (-$123.7K)
Filed 2026-10-15
Nearside Advisors, LLC
NEW
Shares1,751
Change+1,751
Value$621.3K
Filed 2026-10-20
Pearl Planning LLC
NEW
Shares1,750
Change+1,750
Value$620.8K
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED
Shares1,750 from 2,151
Change-401 (-19%)
Value$620.9K (-$283.7K)
Filed 2026-10-14
LCM Capital Management Inc
INCREASED
Shares1,746 from 1,741
Change+5 (+0%)
Value$619.5K (-$112.8K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
DECREASED
Shares1,745 from 1,790
Change-45 (-3%)
Value$619.1K (-$133.7K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
DECREASED
Shares1,745 from 1,770
Change-25 (-1%)
Value$619.1K (-$125.3K)
Filed 2026-10-13
Patten Group, Inc.
INCREASED
Shares1,742 from 630
Change+1,112 (+177%)
Value$618.1K (+$353.1K)
Filed 2026-10-26
Aurora Private Wealth, Inc.
INCREASED
Shares1,740 from 1,202
Change+538 (+45%)
Value$617 (-$505.4K)
Filed 2026-10-20
Smart Wealth LLC
DECREASED
Shares1,739 from 2,429
Change-690 (-28%)
Value$617.0K (-$404.6K)
Filed 2026-11-04
RW Investment Management LLC
DECREASED
Shares1,736 from 1,786
Change-50 (-3%)
Value$616.0K (-$135.2K)
Filed 2026-11-03
Peddock Capital Advisors, LLC
INCREASED
Shares1,731 from 1,688
Change+43 (+3%)
Value$614.3K (-$95.8K)
Filed 2026-10-16
Benchmark Financial, LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$613.8K (-$113.8K)
Filed 2026-10-16
Stewardship Advisors, LLC
DECREASED
Shares1,728 from 1,823
Change-95 (-5%)
Value$613.1K (-$153.6K)
Filed 2026-10-20
Monte Financial Group, LLC
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$613.1K (+$75.3K)
Filed 2026-11-02
Cherrydale Wealth Management, LLC
INCREASED
Shares1,725 from 1,675
Change+50 (+3%)
Value$612.0K (-$92.5K)
Filed 2026-10-20
Yanni & Associates Investment Advisors, LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$612.0K (-$113.5K)
Filed 2026-10-14
TMB Capital Partners, LLC
INCREASED
Shares1,721 from 1,631
Change+90 (+6%)
Value$610.6K (-$75.4K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED
Shares1,718 from 1,389
Change+329 (+24%)
Value$609.5K (+$25.2K)
Filed 2026-10-22
Chiron Capital Management, LLC
DECREASED
Shares1,715 from 2,730
Change-1,015 (-37%)
Value$608.5K (-$539.7K)
Filed 2026-10-15
Penn Davis Mcfarland Inc
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$608.5K (-$112.8K)
Filed 2026-10-23
MMA Asset Management LLC
DECREASED
Shares1,714 from 1,748
Change-34 (-2%)
Value$608.1K (-$127.1K)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
DECREASED
Shares1,713 from 2,298
Change-585 (-25%)
Value$607.8K (-$358.7K)
Filed 2026-10-19
Jacksonville Wealth Management, LLC
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$607.8K (-$112.7K)
Filed 2026-10-30
Lunt Capital Management, Inc.
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$607.8K (-$112.7K)
Filed 2026-10-30
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$606.7K (-$112.5K)
Filed 2026-11-04
Financial Planning Navigators Corp
DECREASED
Shares1,708 from 1,728
Change-20 (-1%)
Value$606.0K (-$120.8K)
Filed 2026-10-14
Fishman JAY A LTD
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$605.3K (-$112.2K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$605.3K (-$112.2K)
Filed 2026-10-29
Berman McAleer LLC
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$604.6K (-$112.1K)
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares1,702 from 1,841
Change-139 (-8%)
Value$603.6K (-$170.7K)
Filed 2026-11-04
Wiser Wealth Management, Inc
INCREASED
Shares1,696 from 1,560
Change+136 (+9%)
Value$601.8K (-$54.4K)
Filed 2026-10-14
Opus Financial Solutions LLC
DECREASED
Shares1,695 from 1,829
Change-134 (-7%)
Value$601.4K (-$167.9K)
Filed 2026-11-06
Grange Capital, LLC
DECREASED
Shares1,695 from 1,715
Change-20 (-1%)
Value$601.4K (-$119.9K)
Filed 2026-10-20
Community Bank, N.A.
INCREASED
Shares1,695 from 1,685
Change+10 (+1%)
Value$601.4K (-$107.3K)
Filed 2026-11-06
Investment Planning Advisors, Inc.
INCREASED
Shares1,690 from 1,642
Change+48 (+3%)
Value$599.8K (-$90.7K)
Filed 2026-10-14
180 GPS Investments IC Ltd
INCREASED
Shares1,687 from 678
Change+1,009 (+149%)
Value$598.6K (+$313.4K)
Filed 2026-11-06
PUREfi Wealth, LLC
DECREASED
Shares1,680 from 1,906
Change-226 (-12%)
Value$596.1K (-$205.6K)
Filed 2026-10-19
Tortoise Investment Management, LLC
INCREASED
Shares1,680 from 1,511
Change+169 (+11%)
Value$596.1K (-$39.4K)
Filed 2026-11-06
Vilga Financial Planning LLC
DECREASED
Shares1,679 from 2,210
Change-531 (-24%)
Value$595.7K (-$333.8K)
Filed 2026-10-09
Vestia Personal Wealth Advisors
INCREASED
Shares1,679 from 1,498
Change+181 (+12%)
Value$595.5K (-$34.3K)
Filed 2026-10-20
GKV Capital Management Co., Inc.
INCREASED
Shares1,677 from 1,650
Change+27 (+2%)
Value$595.0K (-$99.0K)
Filed 2026-11-06
City Holding Co
DECREASED
Shares1,676 from 1,715
Change-39 (-2%)
Value$594.6K (-$126.7K)
Filed 2026-10-19
New Harbor Financial Group, LLC
DECREASED
Shares1,674 from 3,817
Change-2,143 (-56%)
Value$594.0K (-$1.0M)
Filed 2026-10-22
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares1,673 from 1,575
Change+98 (+6%)
Value$593.6K (-$68.8K)
Filed 2026-10-29
Focused Alpha, LLC
DECREASED
Shares1,670 from 4,547
Change-2,877 (-63%)
Value$592.7K (-$1.3M)
Filed 2026-10-20
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$592.5K (-$85.4K)
Filed 2026-10-07
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,666 from 1,602
Change+64 (+4%)
Value$591.1K (-$82.7K)
Filed 2026-10-15
Bill Few Associates, Inc.
DECREASED
Shares1,665 from 1,765
Change-100 (-6%)
Value$590.8K (-$151.6K)
Filed 2026-10-09
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,663 from 1,128
Change+535 (+47%)
Value$590.1K (+$115.6K)
Filed 2026-10-27
Apeiron RIA LLC
INCREASED
Shares1,658 from 773
Change+885 (+114%)
Value$587.1K (+$261.9K)
Filed 2026-10-08
Global Financial Private Client, LLC
INCREASED
Shares1,656 from 1,544
Change+112 (+7%)
Value$587.6K (-$61.8K)
Filed 2026-10-15
Lord & Richards Wealth Management, LLC
INCREASED
Shares1,654 from 1,319
Change+335 (+25%)
Value$586.9K (+$32.1K)
Filed 2026-10-14
jvl associates llc
INCREASED
Shares1,644 from 1,501
Change+143 (+10%)
Value$583.3K (-$48.0K)
Filed 2026-10-09
Financial Planning Hawaii, Inc.
INCREASED
Shares1,643 from 1,632
Change+11 (+1%)
Value$583.0K (-$103.5K)
Filed 2026-10-13
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares1,641 from 1,362
Change+279 (+20%)
Value$582.2K (+$9.4K)
Filed 2026-11-06
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,639 from 920
Change+719 (+78%)
Value$581.6K (+$207.5K)
Filed 2026-10-19
TFB Advisors LLC
DECREASED
Shares1,639 from 1,649
Change-10 (-1%)
Value$581.5K (-$112.0K)
Filed 2026-11-02
Washburn Capital Management, Inc.
INCREASED
Shares1,636 from 1,522
Change+114 (+7%)
Value$580.5K (-$59.7K)
Filed 2026-10-19
Invariant Investment Management
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$605.5K (-$80.4K)
Filed 2026-10-08
Coyle Financial Counsel LLC
DECREASED
Shares1,633 from 1,830
Change-197 (-11%)
Value$579.4K (-$190.3K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares1,632 from 1,598
Change+34 (+2%)
Value$578.9K (-$93.0K)
Filed 2026-11-05
JDH Wealth Management, LLC
INCREASED
Shares1,630 from 1,588
Change+42 (+3%)
Value$578.3K (-$89.6K)
Filed 2026-10-20
Tull Financial Group, Inc.
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$577.3K (-$107.0K)
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares1,625 from 1,621
Change+4 (+0%)
Value$576.6K (-$105.2K)
Filed 2026-10-30
United Bank
INCREASED
Shares1,622 from 1,516
Change+106 (+7%)
Value$575.5K (-$62.1K)
Filed 2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,622 from 1,605
Change+17 (+1%)
Value$575.7K (-$99.6K)
Filed 2026-10-13
American Financial & TAX Strategies Inc
INCREASED
Shares1,620 from 1,570
Change+50 (+3%)
Value$574.8K (-$85.6K)
Filed 2026-10-16
Langley Wealth Management, LLC
INCREASED
Shares1,618 from 970
Change+648 (+67%)
Value$574.1K (+$166.1K)
Filed 2026-11-04
Augustine Asset Management Inc
INCREASED
Shares1,617 from 1,006
Change+611 (+61%)
Value$573.7K (+$150.6K)
Filed 2026-10-13
ACT Advisors, Llc.
DECREASED
Shares1,614 from 1,673
Change-59 (-4%)
Value$572.7K (-$131.0K)
Filed 2026-10-15
Red Spruce Capital, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$571.6K (-$106.0K)
Filed 2026-10-07
RS Crum Inc.
INCREASED
Shares1,610 from 1,560
Change+50 (+3%)
Value$571.2K (-$84.9K)
Filed 2026-10-19
Telos Capital Management, Inc.
INCREASED
Shares1,609 from 1,149
Change+460 (+40%)
Value$570.9K (+$87.6K)
Filed 2026-11-02
Instrumental Wealth, LLC
DECREASED
Shares1,609 from 1,755
Change-146 (-8%)
Value$570.9K (-$167.3K)
Filed 2026-10-20
SevenBridge Financial Group, LLC
DECREASED
Shares1,606 from 1,658
Change-52 (-3%)
Value$600.3K (+$55.4K)
Filed 2026-10-26
Balentine LLC
DECREASED
Shares1,604 from 3,569
Change-1,965 (-55%)
Value$569.1K (-$932.0K)
Filed 2026-11-03
Tower Trust & Investment Co
INCREASED
Shares1,604 from 75
Change+1,529 (+2039%)
Value$569.1K (+$537.5K)
Filed 2026-10-28
Juncture Wealth Strategies, LLC
INCREASED
Shares1,604 from 1,603
Change+1 (+0%)
Value$569.0K (-$105.3K)
Filed 2026-10-06
Peachtree Investment Partners, LLC
INCREASED
Shares1,599 from 1,542
Change+57 (+4%)
Value$567.4K (-$81.2K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$567.2K (-$105.2K)
Filed 2026-10-21
Elevate Capital Advisors, LLC
DECREASED
Shares1,597 from 3,667
Change-2,070 (-56%)
Value$566.6K (-$975.8K)
Filed 2026-11-02
Abacus Planning Group, Inc.
DECREASED
Shares1,597 from 1,816
Change-219 (-12%)
Value$566.6K (-$197.2K)
Filed 2026-11-02
Myecfo, LLC
DECREASED
Shares1,594 from 1,609
Change-15 (-1%)
Value$565.6K (-$111.2K)
Filed 2026-10-14
High Note Wealth, LLC
INCREASED
Shares1,593 from 1,405
Change+188 (+13%)
Value$565.2K (-$25.7K)
Filed 2026-10-27
Discipline Wealth Solutions, LLC
INCREASED
Shares1,592 from 1,496
Change+96 (+6%)
Value$564.9K (-$64.3K)
Filed 2026-10-14
WPG Advisers, LLC
DECREASED
Shares1,592 from 1,633
Change-41 (-3%)
Value$564.9K (-$122.0K)
Filed 2026-10-27
BOS Asset Management, LLC
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$564.9K (-$104.7K)
Filed 2026-10-09
Clearwave Capital, LLC
INCREASED
Shares1,590 from 1,570
Change+20 (+1%)
Value$564.1K (-$96.2K)
Filed 2026-10-27
Michael Brady & Co., LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$564.2K (-$104.6K)
Filed 2026-10-23
E&G Advisors, LLC
DECREASED
Shares1,589 from 1,604
Change-15 (-1%)
Value$563.8K (-$110.8K)
Filed 2026-10-13
OAK Family Advisors, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$562.4K (-$104.3K)
Filed 2026-10-19
Romano Brothers and Company
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$562.4K (-$104.3K)
Filed 2026-10-22
Peoples Bank
INCREASED
Shares1,581 from 1,576
Change+5 (+0%)
Value$561.0K (-$101.9K)
Filed 2026-10-09
Sage Investment Advisers LLC
INCREASED
Shares1,579 from 789
Change+790 (+100%)
Value$560.2K (+$228.4K)
Filed 2026-10-21
Ascent Wealth Partners, LLC
INCREASED
Shares1,578 from 1,545
Change+33 (+2%)
Value$559.9K (-$89.9K)
Filed 2026-10-23
Dagco, Inc.
INCREASED
Shares1,576 from 1,442
Change+134 (+9%)
Value$559.1K (-$47.3K)
Filed 2026-10-20
Olistico Wealth, LLC
INCREASED
Shares1,575 from 1,325
Change+250 (+19%)
Value$558.8K (+$1.5K)
Filed 2026-10-05
Lantern Wealth Advisors, LLC
INCREASED
Shares1,573 from 1,480
Change+93 (+6%)
Value$558.1K (-$64.4K)
Filed 2026-10-22
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,571 from 1,172
Change+399 (+34%)
Value$557.4K (+$64.5K)
Filed 2026-11-05
PCG Asset Management, LLC
NEW
Shares1,570
Change+1,570
Value$557.1K
Filed 2026-11-05
Heritage Investment Group, Inc.
INCREASED
Shares1,561 from 1,416
Change+145 (+10%)
Value$553.9K (-$41.7K)
Filed 2026-11-03
Grantvest Financial Group LLC
DECREASED
Shares1,561 from 1,688
Change-127 (-8%)
Value$553.9K (-$156.1K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
DECREASED
Shares1,558 from 1,576
Change-18 (-1%)
Value$552.9K (-$110.1K)
Filed 2026-11-02
McGuire Investment Group, LLC
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$551.4K (-$102.2K)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$550.3K (-$102.0K)
Filed 2026-10-28
Consolidated Capital Management, LLC
DECREASED
Shares1,550 from 1,580
Change-30 (-2%)
Value$550.0K (-$114.6K)
Filed 2026-10-13
McLean Asset Management Corp
INCREASED
Shares1,546 from 1,503
Change+43 (+3%)
Value$531.2K (+$63.5K)
Filed 2026-11-06
Visionary Horizons, LLC
DECREASED
Shares1,546 from 1,549
Change-3 (0%)
Value$548.6K (-$103.0K)
Filed 2026-10-22
Clear Trail Advisors, LLC
DECREASED
Shares1,542 from 1,640
Change-98 (-6%)
Value$547.1K (-$142.7K)
Filed 2026-10-20
WealthPoint Financial, LLC
INCREASED
Shares1,541 from 878
Change+663 (+76%)
Value$546.8K (+$177.5K)
Filed 2026-11-03
Mayfair Advisory Group, LLC
INCREASED
Shares1,541 from 1,531
Change+10 (+1%)
Value$546.8K (+$67.5K)
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares1,540 from 1,258
Change+282 (+22%)
Value$546.4K (+$17.3K)
Filed 2026-10-26
Lincoln Capital Corp
INCREASED
Shares1,539 from 1,490
Change+49 (+3%)
Value$546.1K (-$80.6K)
Filed 2026-10-13
Ballast, Inc.
INCREASED
Shares1,536 from 1,288
Change+248 (+19%)
Value$545.0K (+$3.3K)
Filed 2026-10-20
Sunrise Financial Services, LLC
DECREASED
Shares1,533 from 1,788
Change-255 (-14%)
Value$543.9K (-$208.1K)
Filed 2026-10-21
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$543.8K (-$100.8K)
Filed 2026-10-14
Alpha Zero LLC
INCREASED
Shares1,532 from 1,527
Change+5 (+0%)
Value$543.5K (-$53.6K)
Filed 2026-11-06
American Capital Advisory, LLC
INCREASED
Shares1,528 from 1,507
Change+21 (+1%)
Value$542.2K (-$91.7K)
Filed 2026-10-28
Community Bank & Trust, Waco, Texas
DECREASED
Shares1,525 from 1,581
Change-56 (-4%)
Value$541 (-$664.5K)
Filed 2026-10-19
POM Investment Strategies, LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$541.1K (-$100.3K)
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares1,523 from 1,327
Change+196 (+15%)
Value$540.4K (-$17.8K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,522 from 1,544
Change-22 (-1%)
Value$540.0K (-$109.4K)
Filed 2026-10-16
Northside Capital Management, LLC
INCREASED
Shares1,514 from 1,035
Change+479 (+46%)
Value$537.2K (+$101.9K)
Filed 2026-10-13
Power Wealth Management LLC
DECREASED
Shares1,511 from 1,542
Change-31 (-2%)
Value$536.1K (-$112.4K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
INCREASED
Shares1,510 from 1,318
Change+192 (+15%)
Value$535.8K (-$18.6K)
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares1,509 from 1,285
Change+224 (+17%)
Value$535.4K (-$5.1K)
Filed 2026-11-05
Lynx Investment Advisory
DECREASED
Shares1,506 from 1,714
Change-208 (-12%)
Value$534.3K (-$186.6K)
Filed 2026-10-27
Lifelong Wealth Advisors, Inc.
DECREASED
Shares1,506 from 1,578
Change-72 (-5%)
Value$534.3K (-$129.4K)
Filed 2026-10-19
Meyer Handelman Co
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$534.0K (-$99.0K)
Filed 2026-10-28
Leverty Financial Group, LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$532.9K (-$98.8K)
Filed 2026-10-08
Denver PWM, LLC
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$532.6K (+$18.8K)
Filed 2026-10-22
Charles Schwab Trust Co
NEW
Shares1,500
Change+1,500
Value$532.2K
Filed 2026-10-15
Hurley Capital, LLC
INCREASED
Shares1,500 from 1,390
Change+110 (+8%)
Value$532.2K (-$52.4K)
Filed 2026-11-05
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares1,500 from 1,550
Change-50 (-3%)
Value$532.2K (-$119.7K)
Filed 2026-10-29
First Merchants Corp
INCREASED
Shares1,500 from 1,490
Change+10 (+1%)
Value$532.2K (-$94.5K)
Filed 2026-10-15
Birinyi Associates Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$532 (-$630.5K)
Filed 2026-10-28
Creative Capital Management Investments LLC
DECREASED
Shares1,498 from 1,514
Change-16 (-1%)
Value$531.5K (-$105.3K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$530.4K (-$98.4K)
Filed 2026-11-02
Tenzing Financial LLC
DECREASED
Shares1,490 from 1,564
Change-74 (-5%)
Value$548.4K (-$108.1K)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares1,489 from 1,811
Change-322 (-18%)
Value$528.3K (-$233.4K)
Filed 2026-10-05
Mountain Pacific Investment Advisers LLC
DECREASED
Shares1,488 from 1,588
Change-100 (-6%)
Value$528.0K (-$140.0K)
Filed 2026-10-29
Echo45 Advisors LLC
INCREASED
Shares1,486 from 1,309
Change+177 (+14%)
Value$527.3K (-$23.4K)
Filed 2026-10-07
Blue Fin Capital, Inc.
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$526.5K (-$97.6K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares1,482 from 1,504
Change-22 (-1%)
Value$525.8K (-$106.8K)
Filed 2026-10-21
True Freedom Investing, LLC
DECREASED
Shares1,479 from 1,521
Change-42 (-3%)
Value$524.8K (-$40.7K)
Filed 2026-10-29
Nolet Wealth Management, LLC
INCREASED
Shares1,478 from 1,413
Change+65 (+5%)
Value$524.3K (-$69.9K)
Filed 2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares1,477 from 1,397
Change+80 (+6%)
Value$524.1K (-$63.5K)
Filed 2026-10-09
E6 Portfolios, LLC
DECREASED
Shares1,477 from 1,497
Change-20 (-1%)
Value$524.2K (-$105.6K)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares1,463 from 1,373
Change+90 (+7%)
Value$519.1K (-$58.4K)
Filed 2026-10-22
Vision Capital Management, Inc.
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$519.0K (-$96.2K)
Filed 2026-10-20
Austin Asset Management Co Inc
INCREASED
Shares1,462 from 1,452
Change+10 (+1%)
Value$518.7K (-$92.0K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
DECREASED
Shares1,462 from 1,469
Change-7 (0%)
Value$518.8K (-$99.1K)
Filed 2026-10-20
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares1,457 from 2,978
Change-1,521 (-51%)
Value$517.0K (-$735.6K)
Filed 2026-10-16
Sage Private Wealth Group, LLC
INCREASED
Shares1,457 from 1,263
Change+194 (+15%)
Value$517.0K (-$14.3K)
Filed 2026-10-21
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$516.6K (-$95.8K)
Filed 2026-10-29
NBZ Investment Advisors LLC
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$515.2K (-$95.5K)
Filed 2026-10-30
Arista Wealth Management, LLC
INCREASED
Shares1,451 from 1,310
Change+141 (+11%)
Value$514.8K (-$36.2K)
Filed 2026-10-29
Tanager Wealth Management LLP
DECREASED
Shares1,449 from 1,528
Change-79 (-5%)
Value$514.1K (-$128.6K)
Filed 2026-10-19
Omega Financial Group, LLC
DECREASED
Shares1,448 from 1,846
Change-398 (-22%)
Value$513.8K (-$262.7K)
Filed 2026-10-29
LaFleur & Godfrey LLC
NEW
Shares1,446
Change+1,446
Value$513.1K
Filed 2026-10-27
Reston Wealth Management LLC
INCREASED
Shares1,446 from 1,437
Change+9 (+1%)
Value$513.1K (-$91.3K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
DECREASED
Shares1,445 from 1,498
Change-53 (-4%)
Value$512.7K (-$117.4K)
Filed 2026-10-30
Elevated Financial Group LLC
INCREASED
Shares1,442 from 1,415
Change+27 (+2%)
Value$511.8K (-$83.5K)
Filed 2026-10-16
Towerpoint Wealth, LLC
DECREASED
Shares1,438 from 1,721
Change-283 (-16%)
Value$510.2K (-$213.6K)
Filed 2026-10-13
Share Andrew L.
NEW
Shares1,433
Change+1,433
Value$508.4K
Filed 2026-11-06
Sentinel Pension Advisors, LLC
INCREASED
Shares1,433 from 1,062
Change+371 (+35%)
Value$508.4K (+$104.0K)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,427 from 1,415
Change+12 (+1%)
Value$542.9K (-$80.9K)
Filed 2026-10-19
Absolute Capital Management, LLC
INCREASED
Shares1,426 from 509
Change+917 (+180%)
Value$506.0K (+$291.9K)
Filed 2026-10-16
SS&H Financial Advisors, Inc.
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$504 (-$596.5K)
Filed 2026-10-28
Helium Advisors LLC
DECREASED
Shares1,409 from 1,488
Change-79 (-5%)
Value$499.8K (-$125.9K)
Filed 2026-10-23
Beacon Bank & Trust
UNCHANGED
Shares1,409 from 1,409
Change0 (0%)
Value$499.9K (-$92.7K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
DECREASED
Shares1,407 from 1,640
Change-233 (-14%)
Value$499.3K (-$190.6K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED
Shares1,407 from 1,464
Change-57 (-4%)
Value$499.2K (-$116.5K)
Filed 2026-10-13
Connecticut Capital Management Group, LLC
INCREASED
Shares1,401 from 1,366
Change+35 (+3%)
Value$497.1K (-$77.5K)
Filed 2026-10-29
Hickory Point Bank & Trust
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$497.1K (-$92.2K)
Filed 2026-10-01
Cherokee Insurance Co
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$496.7K (-$92.1K)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$496.0K (-$92.0K)
Filed 2026-10-30
TCV Trust & Wealth Management, Inc.
INCREASED
Shares1,394 from 1,382
Change+12 (+1%)
Value$494.6K (-$86.7K)
Filed 2026-10-16
Tctc Holdings, LLC
INCREASED
Shares1,394 from 1,384
Change+10 (+1%)
Value$494.6K (-$87.5K)
Filed 2026-11-02
Nixon Peabody Trust Co
INCREASED
Shares1,392 from 1,171
Change+221 (+19%)
Value$493.9K (+$1.4K)
Filed 2026-10-23
A&I Financial Services, LLC
DECREASED
Shares1,390 from 1,400
Change-10 (-1%)
Value$493.2K (-$95.7K)
Filed 2026-10-15
Redwood Financial Network Corp
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$492.8K (-$91.4K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
INCREASED
Shares1,388 from 778
Change+610 (+78%)
Value$492.5K (+$165.2K)
Filed 2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,383 from 1,393
Change-10 (-1%)
Value$490.7K (-$95.2K)
Filed 2026-11-04
Bucket List Wealth Management, LLC
DECREASED
Shares1,379 from 1,390
Change-11 (-1%)
Value$489.3K (-$95.4K)
Filed 2026-10-22
CapWealth Advisors, LLC
INCREASED
Shares1,377 from 1,344
Change+33 (+2%)
Value$488.6K (-$76.7K)
Filed 2026-10-05
Westover Capital Advisors, LLC
DECREASED
Shares1,377 from 1,397
Change-20 (-1%)
Value$488.6K (-$99.0K)
Filed 2026-10-26
Optima Capital LLC
DECREASED
Shares1,376 from 1,383
Change-7 (-1%)
Value$488.2K (-$93.5K)
Filed 2026-10-29
Quaker Wealth Management, LLC
DECREASED
Shares1,375 from 1,737
Change-362 (-21%)
Value$487.9K (-$242.7K)
Filed 2026-10-22
Crystal Cove Asset Management, LLC
INCREASED
Shares1,372 from 1,014
Change+358 (+35%)
Value$486.8K (+$60.3K)
Filed 2026-11-06
Rosenberg Matthew Hamilton
INCREASED
Shares1,370 from 1,192
Change+178 (+15%)
Value$486.1K (-$15.3K)
Filed 2026-10-05
Meritas Wealth Management, LLC
INCREASED
Shares1,367 from 1,320
Change+47 (+4%)
Value$485.0K (-$70.2K)
Filed 2026-10-14
Private Client Services, LLC
INCREASED
Shares1,366 from 1,348
Change+18 (+1%)
Value$484.7K (-$82.3K)
Filed 2026-10-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,366 from 1,371
Change-5 (0%)
Value$484.7K (-$92.0K)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$484.3K (-$89.8K)
Filed 2026-10-05
Sunburst Financial Group, LLC
DECREASED
Shares1,364 from 1,450
Change-86 (-6%)
Value$484.1K (-$125.9K)
Filed 2026-10-09
MFG Investments, LLC
NEW
Shares1,359
Change+1,359
Value$482.2K
Filed 2026-10-30
Brian LOW Financial Group, LLC
DECREASED
Shares1,359 from 1,360
Change-1 (0%)
Value$482.2K (-$89.8K)
Filed 2026-10-28
Kelly Financial Services LLC
DECREASED
Shares1,358 from 1,365
Change-7 (-1%)
Value$482.0K (-$92.2K)
Filed 2026-10-20
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares1,355 from 1,375
Change-20 (-1%)
Value$480.8K (-$97.6K)
Filed 2026-10-09
Post Resch Tallon Group Inc.
INCREASED
Shares1,352 from 1,313
Change+39 (+3%)
Value$479.7K (-$72.5K)
Filed 2026-10-09
SilverOak Wealth Management LLC
INCREASED
Shares1,352 from 1,342
Change+10 (+1%)
Value$479.7K (-$84.8K)
Filed 2026-10-29
Jackson Square Capital, LLC
INCREASED
Shares1,348 from 836
Change+512 (+61%)
Value$478.3K (+$126.7K)
Filed 2026-10-19
Rasp Wealth Solutions, LLC
INCREASED
Shares1,347 from 1,293
Change+54 (+4%)
Value$478.1K (-$65.8K)
Filed 2026-11-06
Brindle & Bay Financial Advisors, LLC
NEW
Shares1,346
Change+1,346
Value$477.4K
Filed 2026-10-15
Centerpoint Advisory Group
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$477.2K (-$88.5K)
Filed 2026-10-23
Targeted Financial Services LLC
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$476.2K (-$88.3K)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
INCREASED
Shares1,341 from 1,089
Change+252 (+23%)
Value$475.8K (+$17.8K)
Filed 2026-10-23
Royal Palms Capital LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$475.4K (-$88.2K)
Filed 2026-10-23
Capital Management Associates, Inc
INCREASED
Shares1,339 from 1,296
Change+43 (+3%)
Value$475.2K (-$70.0K)
Filed 2026-10-20
Register Financial Advisors LLC
DECREASED
Shares1,338 from 1,347
Change-9 (-1%)
Value$474.7K (-$91.8K)
Filed 2026-10-23
West Financial Advisors, LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$473.0K (-$87.7K)
Filed 2026-10-22
Gallagher Capital Advisors, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$472.6K (-$87.6K)
Filed 2026-10-09
Oak Barrel Wealth Advisory LLC
DECREASED
Shares1,331 from 1,356
Change-25 (-2%)
Value$472.3K (-$98.1K)
Filed 2026-11-05
Fortune 45 LLC
DECREASED
Shares1,330 from 2,480
Change-1,150 (-46%)
Value$471.9K (-$571.2K)
Filed 2026-10-14
Clear Point Advisors Inc.
INCREASED
Shares1,330 from 950
Change+380 (+40%)
Value$471.9K (+$72.3K)
Filed 2026-10-30
SFE Investment Counsel
INCREASED
Shares1,323 from 1,303
Change+20 (+2%)
Value$469.4K (-$78.6K)
Filed 2026-10-29
Platt Investment Counsel, LLC
DECREASED
Shares1,320 from 1,350
Change-30 (-2%)
Value$468.3K (-$99.5K)
Filed 2026-10-07
McCarthy Asset Management, Inc.
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$468.3K (-$86.8K)
Filed 2026-10-20
Atlas Wealth Partners, LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$468.0K (-$86.8K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
DECREASED
Shares1,317 from 1,422
Change-105 (-7%)
Value$467.3K (-$130.8K)
Filed 2026-11-05
Rockland Trust Co
INCREASED
Shares1,312 from 1,257
Change+55 (+4%)
Value$465.5K (-$63.2K)
Filed 2026-10-05
MPS Loria Financial Planners, LLC
DECREASED
Shares1,311 from 1,322
Change-11 (-1%)
Value$465.2K (-$90.9K)
Filed 2026-10-14
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$464 (-$549.5K)
Filed 2026-11-03
Measured Risk Portfolios, Inc.
DECREASED
Shares1,309 from 1,473
Change-164 (-11%)
Value$464.4K (-$155.1K)
Filed 2026-10-21
Rhodes Investment Advisors Inc
INCREASED
Shares1,309 from 1,266
Change+43 (+3%)
Value$464.4K (-$68.0K)
Filed 2026-10-07
Cornerstone Planning, LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$504.0K (-$45.3K)
Filed 2026-10-27
Silverleafe Capital Partners, LLC
DECREASED
Shares1,304 from 1,430
Change-126 (-9%)
Value$462.6K (-$139.0K)
Filed 2026-10-02
Hardworking Capital Advisors, LLC
NEW
Shares1,303
Change+1,303
Value$462.3K
Filed 2026-10-20
Cove Private Wealth, LLC
INCREASED
Shares1,297 from 1,269
Change+28 (+2%)
Value$460.2K (-$73.6K)
Filed 2026-10-28
Kondo Wealth Advisors, Inc.
DECREASED
Shares1,291 from 1,567
Change-276 (-18%)
Value$458.1K (-$201.0K)
Filed 2026-10-19
Oakwell Private Wealth Management, LLC
INCREASED
Shares1,288 from 1,133
Change+155 (+14%)
Value$457.0K (-$19.5K)
Filed 2026-11-06
ASL Financial, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$455.6K (-$84.5K)
Filed 2026-10-15
Point Nemo Capital, LLC
DECREASED
Shares1,282 from 1,297
Change-15 (-1%)
Value$454.9K (-$90.7K)
Filed 2026-11-03
Hilltop National Bank
DECREASED
Shares1,279 from 1,699
Change-420 (-25%)
Value$453.8K (-$260.8K)
Filed 2026-10-14
Curtis Advisory Group, LLC
DECREASED
Shares1,278 from 1,286
Change-8 (-1%)
Value$453.4K (-$87.4K)
Filed 2026-10-28
waypoint wealth counsel
INCREASED
Shares1,277 from 1,075
Change+202 (+19%)
Value$453.1K (+$948)
Filed 2026-10-22
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares1,275 from 3,162
Change-1,887 (-60%)
Value$452.4K (-$877.6K)
Filed 2026-11-03
Central Bank & Trust Co
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$452.4K (-$83.9K)
Filed 2026-10-09
Smith Shellnut Wilson LLC
INCREASED
Shares1,273 from 1,245
Change+28 (+2%)
Value$451.7K (-$72.0K)
Filed 2026-10-21
Fonville Wealth Management LLC
DECREASED
Shares1,271 from 1,448
Change-177 (-12%)
Value$450.9K (-$158.2K)
Filed 2026-10-28
Capstone Wealth Management, LLC
INCREASED
Shares1,270 from 1,093
Change+177 (+16%)
Value$450.6K (-$9.1K)
Filed 2026-11-02
Berkshire Money Management, Inc.
NEW
Shares1,267
Change+1,267
Value$449.5K
Filed 2026-10-21
Shrier Wealth Management, LLC
UNCHANGED
Shares1,264 from 1,264
Change0 (0%)
Value$448.5K (-$83.2K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,263 from 1,269
Change-6 (0%)
Value$448.1K (-$85.6K)
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares1,261 from 1,104
Change+157 (+14%)
Value$447.4K (-$16.9K)
Filed 2026-10-14
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares1,258 from 1,414
Change-156 (-11%)
Value$446.4K (-$148.4K)
Filed 2026-10-14
Quantum Financial Advisors, LLC
INCREASED
Shares1,258 from 1,210
Change+48 (+4%)
Value$446.4K (-$62.6K)
Filed 2026-11-03
Windsor Capital Management, LLC
DECREASED
Shares1,257 from 1,272
Change-15 (-1%)
Value$446.0K (-$89.0K)
Filed 2026-10-13
Human Investing LLC
INCREASED
Shares1,256 from 762
Change+494 (+65%)
Value$445.7K (+$125.1K)
Filed 2026-10-19
Weitzel Financial Services, Inc.
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$467.1K (-$24.1K)
Filed 2026-10-16
Clearview Wealth Management LLC
DECREASED
Shares1,255 from 1,256
Change-1 (0%)
Value$470.7K (-$57.3K)
Filed 2026-10-16
Aviance Capital Partners, LLC
DECREASED
Shares1,254 from 1,363
Change-109 (-8%)
Value$445.0K (-$128.4K)
Filed 2026-10-29
Platt Wealth Management LLC
DECREASED
Shares1,254 from 1,335
Change-81 (-6%)
Value$445 (-$560.6K)
Filed 2026-11-04
Advisors Management Group Inc
DECREASED
Shares1,251 from 1,266
Change-15 (-1%)
Value$443 (-$531.6K)
Filed 2026-11-05
Delta Financial Advisors LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$443.5K (-$82.2K)
Filed 2026-10-27
Donalies Financial Planning, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$443.5K (-$82.2K)
Filed 2026-10-19
Torray Investment Partners LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$443.5K (-$82.2K)
Filed 2026-10-30
Narus Financial Partners, LLC
INCREASED
Shares1,249 from 1,084
Change+165 (+15%)
Value$443.2K (-$12.8K)
Filed 2026-10-19
Hoge Financial Services, LLC
INCREASED
Shares1,249 from 1,092
Change+157 (+14%)
Value$443.2K (-$16.1K)
Filed 2026-11-05
CLG LLC
INCREASED
Shares1,246 from 1,237
Change+9 (+1%)
Value$442.2K (-$78.1K)
Filed 2026-10-13
Searle & Co.
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$441.4K (-$81.8K)
Filed 2026-11-04
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$440.7K (-$81.7K)
Filed 2026-10-29
Marks Group Wealth Management, Inc
DECREASED
Shares1,240 from 1,291
Change-51 (-4%)
Value$440.1K (-$102.9K)
Filed 2026-11-05
Phoenix Wealth Advisors
DECREASED
Shares1,237 from 1,256
Change-19 (-2%)
Value$438.9K (-$89.4K)
Filed 2026-11-03
AF Advisors, Inc.
DECREASED
Shares1,237 from 1,239
Change-2 (0%)
Value$438.9K (-$82.2K)
Filed 2026-11-06
Mystic Asset Management, Inc.
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$438.2K (-$81.3K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,233 from 5,795
Change-4,562 (-79%)
Value$437.5K (-$2.0M)
Filed 2026-10-14
Cypress Capital, LLC
INCREASED
Shares1,233 from 852
Change+381 (+45%)
Value$437.5K (+$79.1K)
Filed 2026-10-20
United Community Bank
INCREASED
Shares1,233 from 1,134
Change+99 (+9%)
Value$437.5K (-$39.5K)
Filed 2026-10-28
Altar Rock LLC
DECREASED
Shares1,233 from 1,251
Change-18 (-1%)
Value$471.9K (-$54.3K)
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$437.5K (-$81.1K)
Filed 2026-10-28
GGM Financial LLC
INCREASED
Shares1,231 from 963
Change+268 (+28%)
Value$436.8K (+$31.7K)
Filed 2026-11-05
Old Mission Investment Co LLC
DECREASED
Shares1,231 from 1,240
Change-9 (-1%)
Value$436.7K (-$84.8K)
Filed 2026-10-22
Financial Harvest, LLC
DECREASED
Shares1,230 from 1,576
Change-346 (-22%)
Value$436.4K (-$226.5K)
Filed 2026-10-15
Heirloom Wealth Management
DECREASED
Shares1,229 from 1,268
Change-39 (-3%)
Value$436.2K (-$97.3K)
Filed 2026-10-14
MBA Advisors LLC
DECREASED
Shares1,229 from 1,252
Change-23 (-2%)
Value$436.1K (-$90.5K)
Filed 2026-10-29
Johnson & White Wealth Management, LLC
INCREASED
Shares1,227 from 1,091
Change+136 (+12%)
Value$435.4K (-$23.5K)
Filed 2026-11-03
Lynch & Associates
INCREASED
Shares1,225 from 1,152
Change+73 (+6%)
Value$434.6K (-$49.9K)
Filed 2026-10-13
Staley Capital Advisers Inc
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$434.6K (-$80.6K)
Filed 2026-11-06
Selective Wealth Management, Inc.
INCREASED
Shares1,218 from 575
Change+643 (+112%)
Value$441.6K (+$222.6K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares1,217 from 1,326
Change-109 (-8%)
Value$432.0K (-$125.9K)
Filed 2026-10-13
Bell Investment Advisors, Inc
INCREASED
Shares1,217 from 1,135
Change+82 (+7%)
Value$431.8K (-$45.6K)
Filed 2026-10-29
Bright Financial Advisors, Inc.
DECREASED
Shares1,215 from 1,240
Change-25 (-2%)
Value$431.1K (-$90.5K)
Filed 2026-10-23
Kraematon Investment Advisors, Inc
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$431.0K (-$79.9K)
Filed 2026-11-02
Fairfield Financial Advisors, LTD
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$430.7K (-$79.9K)
Filed 2026-10-14
Hudock, Inc.
DECREASED
Shares1,200 from 1,587
Change-387 (-24%)
Value$426.1K (-$241.8K)
Filed 2026-10-14
Riverwater Partners LLC
INCREASED
Shares1,200 from 1,112
Change+88 (+8%)
Value$425.8K (-$41.9K)
Filed 2026-11-03
Baker Boyer National Bank
INCREASED
Shares1,199 from 1,197
Change+2 (+0%)
Value$425.4K (-$78.0K)
Filed 2026-11-05
Avant Financial Advisors LLC
INCREASED
Shares1,194 from 992
Change+202 (+20%)
Value$423.6K (+$6.4K)
Filed 2026-11-02
Northland Securities, Inc.
DECREASED
Shares1,190 from 1,240
Change-50 (-4%)
Value$422.2K (-$99.3K)
Filed 2026-11-02
Nabity-Jensen Investment Management Inc
INCREASED
Shares1,188 from 1,141
Change+47 (+4%)
Value$421.5K (-$58.4K)
Filed 2026-10-23
Cora Capital Advisors LLC
DECREASED
Shares1,188 from 1,226
Change-38 (-3%)
Value$421.5K (-$94.1K)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares1,186 from 1,166
Change+20 (+2%)
Value$420.8K (-$69.6K)
Filed 2026-10-30
Morton Capital Management LLC
DECREASED
Shares1,186 from 1,194
Change-8 (-1%)
Value$420.8K (-$81.4K)
Filed 2026-10-23
Factor Wealth Management LTD
DECREASED
Shares1,185 from 1,214
Change-29 (-2%)
Value$420.5K (-$90.2K)
Filed 2026-10-08
Home Federal Bank of Tennessee
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$420.1K (-$77.9K)
Filed 2026-10-15
Members Wealth LLC
INCREASED
Shares1,181 from 1,112
Change+69 (+6%)
Value$446.2K (-$21.5K)
Filed 2026-10-20
RPG Investment Advisory, LLC
DECREASED
Shares1,180 from 1,574
Change-394 (-25%)
Value$418.7K (-$243.3K)
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED
Shares1,180 from 1,169
Change+11 (+1%)
Value$418.7K (-$73.0K)
Filed 2026-11-03
Transce3nd, LLC
INCREASED
Shares1,179 from 141
Change+1,038 (+736%)
Value$455.6K (+$398.2K)
Filed 2026-10-26
Columbia Asset Management
DECREASED
Shares1,179 from 1,439
Change-260 (-18%)
Value$418.3K (-$186.9K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$418.3K (-$77.6K)
Filed 2026-10-27
Millennium Capital Advisors, LLC
DECREASED
Shares1,178 from 1,228
Change-50 (-4%)
Value$418.0K (-$98.5K)
Filed 2026-10-16
Sage Capital Advisors,llc
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$417.6K (-$77.4K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$416.7K (-$77.3K)
Filed 2026-11-03
Sierra Ocean, LLC
DECREASED
Shares1,172 from 1,200
Change-28 (-2%)
Value$415.8K (-$88.9K)
Filed 2026-11-03
Trinity Financial Advisors LLC
DECREASED
Shares1,168 from 1,193
Change-25 (-2%)
Value$414.5K (-$87.2K)
Filed 2026-10-09
Reliant Investment Management, LLC
INCREASED
Shares1,168 from 1,145
Change+23 (+2%)
Value$414.4K (-$67.2K)
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$413.7K (-$76.7K)
Filed 2026-10-09
Fiduciary Family Office, LLC
INCREASED
Shares1,162 from 765
Change+397 (+52%)
Value$412.2K (+$90.3K)
Filed 2026-11-04
Jeter Robert S II
DECREASED
Shares1,157 from 1,267
Change-110 (-9%)
Value$434.1K (-$82.5K)
Filed 2026-10-16
Oak Harvest Investment Services
INCREASED
Shares1,156 from 887
Change+269 (+30%)
Value$410.2K (+$37.1K)
Filed 2026-10-20
Merrion Investment Management Co, LLC
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$409.8K (-$76.0K)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares1,154 from 777
Change+377 (+49%)
Value$409.5K (+$82.6K)
Filed 2026-10-19
SWS Partners
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$408.4K (-$75.7K)
Filed 2026-10-26
First Nebraska Trust Co
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$408.0K (-$75.7K)
Filed 2026-10-30
Evergreen Advisors, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$408.0K (-$75.7K)
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares1,149 from 1,210
Change-61 (-5%)
Value$407.7K (-$101.2K)
Filed 2026-11-03
Burkett Financial Services, LLC
INCREASED
Shares1,143 from 1,083
Change+60 (+6%)
Value$405.5K (-$50.0K)
Filed 2026-10-01
White Pine Investment Co
INCREASED
Shares1,142 from 711
Change+431 (+61%)
Value$405 (-$298.6K)
Filed 2026-10-15
Leslie Global Wealth, LLC
INCREASED
Shares1,142 from 1,110
Change+32 (+3%)
Value$405.2K (-$61.7K)
Filed 2026-10-26
Keudell ison Wealth Management
INCREASED
Shares1,141 from 1,058
Change+83 (+8%)
Value$404.8K (-$40.2K)
Filed 2026-10-16
Elevation Wealth Management LLC
DECREASED
Shares1,141 from 1,210
Change-69 (-6%)
Value$405.0K (-$103.9K)
Filed 2026-11-02
Legacy Trust
INCREASED
Shares1,139 from 682
Change+457 (+67%)
Value$455.4K (+$168.5K)
Filed 2026-11-06
NBT Bank, N.A.
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$402.4K (-$74.6K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares1,133 from 1,173
Change-40 (-3%)
Value$402.0K (-$91.4K)
Filed 2026-10-20
GenWealth Group, Inc.
DECREASED
Shares1,131 from 1,425
Change-294 (-21%)
Value$401.3K (-$198.1K)
Filed 2026-10-16
Compass Financial Group, Inc
INCREASED
Shares1,131 from 1,121
Change+10 (+1%)
Value$401.3K (-$70.2K)
Filed 2026-10-13
Southern Financial Group, LLC
INCREASED
Shares1,130 from 869
Change+261 (+30%)
Value$401.3K (+$35.4K)
Filed 2026-10-30
Diversified Management Inc
INCREASED
Shares1,128 from 890
Change+238 (+27%)
Value$400.2K (+$25.9K)
Filed 2026-10-08
Invested Advisors
INCREASED
Shares1,123 from 1,100
Change+23 (+2%)
Value$398.5K (-$64.2K)
Filed 2026-10-23
Geneva Partners, LLC
NEW
Shares1,122
Change+1,122
Value$398.0K
Filed 2026-10-26
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$398.1K (-$73.8K)
Filed 2026-11-03
Twelve Points Wealth Management LLC
INCREASED
Shares1,120 from 521
Change+599 (+115%)
Value$447.6K (+$228.7K)
Filed 2026-11-03
Altfest L J & Co Inc
INCREASED
Shares1,120 from 798
Change+322 (+40%)
Value$397.3K (+$61.7K)
Filed 2026-10-27
Astra Wealth Partners LLC
INCREASED
Shares1,117 from 1,115
Change+2 (+0%)
Value$396.3K (-$72.6K)
Filed 2026-11-06
Foundry Financial Group, Inc.
INCREASED
Shares1,115 from 1,102
Change+13 (+1%)
Value$395.6K (-$67.9K)
Filed 2026-10-28
Aldebaran Financial Inc.
DECREASED
Shares1,114 from 1,124
Change-10 (-1%)
Value$395.3K (-$77.5K)
Filed 2026-11-06
Capital Investment Counsel, LLC
DECREASED
Shares1,114 from 1,124
Change-10 (-1%)
Value$395.3K (-$77.5K)
Filed 2026-10-14
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$395.3K (-$73.3K)
Filed 2026-10-27
Defined Wealth Management, LLC
INCREASED
Shares1,112 from 1,049
Change+63 (+6%)
Value$394.5K (-$46.7K)
Filed 2026-10-19
Downshift Financial, LLC
INCREASED
Shares1,112 from 1,104
Change+8 (+1%)
Value$394.5K (-$69.8K)
Filed 2026-10-13
Equita Financial Network, Inc.
DECREASED
Shares1,110 from 1,151
Change-41 (-4%)
Value$393.8K (-$90.3K)
Filed 2026-10-19
Fullerton Advisors, LLC
INCREASED
Shares1,110 from 1,103
Change+7 (+1%)
Value$393.8K (-$70.1K)
Filed 2026-10-14
WMG Financial Advisors, LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$465.2K ($0)
Filed 2026-10-28
Stage Harbor Financial, LLC
INCREASED
Shares1,105 from 1,004
Change+101 (+10%)
Value$392.1K (-$30.2K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares1,105 from 1,104
Change+1 (+0%)
Value$392.1K (-$72.3K)
Filed 2026-10-26
KFA Private Wealth Group, LLC
DECREASED
Shares1,103 from 1,127
Change-24 (-2%)
Value$391.6K (-$82.5K)
Filed 2026-10-07
Financial Advisory Corp
DECREASED
Shares1,102 from 1,138
Change-36 (-3%)
Value$391.0K (-$87.6K)
Filed 2026-10-14
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$390.7K (-$72.4K)
Filed 2026-10-21
Altus Wealth Management, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$388.4K (-$72.0K)
Filed 2026-10-13
Total Wealth Planning & Management, Inc.
DECREASED
Shares1,093 from 1,176
Change-83 (-7%)
Value$387.8K (-$106.8K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares1,092 from 1,112
Change-20 (-2%)
Value$387.5K (-$80.3K)
Filed 2026-10-29
Thryve Wealth Management LLC
INCREASED
Shares1,090 from 776
Change+314 (+40%)
Value$386.7K (+$60.4K)
Filed 2026-10-09
Townsend Asset Management Corp
INCREASED
Shares1,090 from 987
Change+103 (+10%)
Value$386.7K (-$28.4K)
Filed 2026-10-29
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares1,088 from 938
Change+150 (+16%)
Value$386.0K (-$8.5K)
Filed 2026-10-21
Future Financial Wealth Managment LLC
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$386.0K (+$38.2K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
DECREASED
Shares1,084 from 1,090
Change-6 (-1%)
Value$384.6K (-$73.8K)
Filed 2026-11-03
Kingstone Capital Partners Texas, LLC
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$383.6K (-$71.1K)
Filed 2026-11-03
Hartford Financial Management Inc.
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$383.2K (-$71.1K)
Filed 2026-10-21
FF Advisors,LLC
DECREASED
Shares1,076 from 1,079
Change-3 (0%)
Value$381.6K (-$72.2K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$406.8K (-$45.0K)
Filed 2026-10-09
Dorval Corp
INCREASED
Shares1,071 from 1,068
Change+3 (+0%)
Value$380.0K (-$69.2K)
Filed 2026-10-29
Midway Capital Research & Management
NEW
Shares1,070
Change+1,070
Value$379.6K
Filed 2026-10-20
Lee Financial Co
INCREASED
Shares1,070 from 1,009
Change+61 (+6%)
Value$379.5K (-$44.8K)
Filed 2026-10-16
Howard Bailey Securities, LLC
DECREASED
Shares1,066 from 1,376
Change-310 (-23%)
Value$378.2K (-$200.5K)
Filed 2026-10-27
O'Connor Financial Group LLC
INCREASED
Shares1,066 from 1,029
Change+37 (+4%)
Value$378.2K (-$54.6K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$377.5K (-$70.0K)
Filed 2026-10-28
Legacy Edge Advisors, LLC
DECREASED
Shares1,063 from 1,103
Change-40 (-4%)
Value$377.2K (-$86.8K)
Filed 2026-11-06
Investment Management Trust, LLC
DECREASED
Shares1,062 from 1,092
Change-30 (-3%)
Value$376.8K (-$82.5K)
Filed 2026-11-05
Define Financial, LLC
INCREASED
Shares1,061 from 998
Change+63 (+6%)
Value$376.6K (-$43.3K)
Filed 2026-10-14
Armor Investment Advisors, LLC
INCREASED
Shares1,058 from 1,013
Change+45 (+4%)
Value$375.4K (-$50.7K)
Filed 2026-10-27
Epiq Partners, LLC
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$374.7K (-$69.5K)
Filed 2026-10-07
Bright Futures Wealth Management, Llc.
DECREASED
Shares1,054 from 1,093
Change-39 (-4%)
Value$374.0K (-$85.7K)
Filed 2026-10-23
West Paces Advisors Inc.
INCREASED
Shares1,053 from 1,050
Change+3 (+0%)
Value$373.6K (-$68.0K)
Filed 2026-10-13
Zeit Capital LLC
DECREASED
Shares1,050 from 1,073
Change-23 (-2%)
Value$372.6K (-$78.8K)
Filed 2026-10-19
ProCore Advisors, LLC
DECREASED
Shares1,049 from 1,061
Change-12 (-1%)
Value$372.2K (-$74.1K)
Filed 2026-10-14
S&A Financial Services, Inc.
DECREASED
Shares1,049 from 1,054
Change-5 (0%)
Value$372.2K (-$71.1K)
Filed 2026-11-03
Autumn Glory Partners, LLC
DECREASED
Shares1,044 from 1,064
Change-20 (-2%)
Value$370.4K (-$77.1K)
Filed 2026-10-26
Greatmark Investment Partners, Inc.
INCREASED
Shares1,040 from 665
Change+375 (+56%)
Value$369.0K (+$89.3K)
Filed 2026-10-28
Arcataur Capital Management LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$369.0K (-$68.4K)
Filed 2026-10-21
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,037 from 725
Change+312 (+43%)
Value$367.8K (+$73.1K)
Filed 2026-10-28
Mraz, Amerine & Associates, Inc.
INCREASED
Shares1,032 from 1,027
Change+5 (+0%)
Value$366.2K (-$65.8K)
Filed 2026-10-30
Monument Capital Management
DECREASED
Shares1,031 from 1,211
Change-180 (-15%)
Value$365.8K (-$143.5K)
Filed 2026-10-09
Wellment Financial
DECREASED
Shares1,029 from 1,070
Change-41 (-4%)
Value$365.1K (-$84.9K)
Filed 2026-10-28
Pflug Koory, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$364.4K (-$67.6K)
Filed 2026-10-26
USAdvisors Wealth Management, LLC
DECREASED
Shares1,026 from 1,099
Change-73 (-7%)
Value$364 (-$461.6K)
Filed 2026-10-21
Taylor Securities Services, Inc.
DECREASED
Shares1,025 from 1,027
Change-2 (0%)
Value$363.7K (-$68.3K)
Filed 2026-10-20
Base Wealth Management LLC
INCREASED
Shares1,023 from 973
Change+50 (+5%)
Value$362.8K (-$46.2K)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
DECREASED
Shares1,022 from 1,027
Change-5 (0%)
Value$362.6K (-$69.3K)
Filed 2026-10-07
Kings Path Partners LLC
INCREASED
Shares1,021 from 1,000
Change+21 (+2%)
Value$362.3K (-$58.3K)
Filed 2026-10-21
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$361.9K (-$67.1K)
Filed 2026-11-02
Financial Insights, Inc.
DECREASED
Shares1,014 from 1,119
Change-105 (-9%)
Value$359.8K (-$110.9K)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$358.0K (-$66.4K)
Filed 2026-10-23
Strategic Advocates LLC
INCREASED
Shares1,008 from 921
Change+87 (+9%)
Value$357.6K (-$29.7K)
Filed 2026-11-03
Commerce Advisors, LLC
INCREASED
Shares1,005 from 971
Change+34 (+4%)
Value$356.5K (-$51.9K)
Filed 2026-10-19
Vestor Capital, LLC
INCREASED
Shares1,000 from 456
Change+544 (+119%)
Value$201 (+$109)
Filed 2026-11-04
Carolina Wealth Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$354.8K (-$65.8K)
Filed 2026-10-23
Costello Asset Management, Inc
DECREASED
Shares996 from 1,003
Change-7 (-1%)
Value$353.4K (-$68.5K)
Filed 2026-10-30
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares995 from 917
Change+78 (+9%)
Value$353.0K (-$32.7K)
Filed 2026-10-08
BlueChip Wealth Advisors LLC
INCREASED
Shares995 from 920
Change+75 (+8%)
Value$353.0K (-$33.9K)
Filed 2026-11-03
Perennial Advisors, LLC
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$353.0K (-$65.5K)
Filed 2026-10-13
Planned Solutions, Inc.
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$352.7K (-$65.4K)
Filed 2026-10-19
Deseret Mutual Benefit Administrators
INCREASED
Shares993 from 940
Change+53 (+6%)
Value$352.3K (-$43.0K)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$351.6K (-$65.2K)
Filed 2026-10-13
Melfa Wealth Management, Inc.
INCREASED
Shares990 from 960
Change+30 (+3%)
Value$351.3K (-$52.5K)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares986 from 1,339
Change-353 (-26%)
Value$349.8K (-$213.3K)
Filed 2026-10-07
Eagle Capital Management, LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$350 (-$65)
Filed 2026-10-19
tru Independence LLC
INCREASED
Shares980 from 954
Change+26 (+3%)
Value$347.7K (-$53.5K)
Filed 2026-10-20
J.M. Arbour, LLC
INCREASED
Shares979 from 777
Change+202 (+26%)
Value$347.4K (+$20.6K)
Filed 2026-11-05
Stone House Investment Management, LLC
INCREASED
Shares974 from 960
Change+14 (+1%)
Value$345.4K (-$58.2K)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
DECREASED
Shares973 from 974
Change-1 (0%)
Value$345.2K (-$64.4K)
Filed 2026-10-16
Truefg, LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$344.9K (-$63.9K)
Filed 2026-10-15
Great Lakes Retirement, Inc.
INCREASED
Shares971 from 919
Change+52 (+6%)
Value$344.5K (-$41.9K)
Filed 2026-10-26
Bahl & Gaynor LLC
DECREASED
Shares968 from 980
Change-12 (-1%)
Value$343.5K (-$68.7K)
Filed 2026-11-05
Vertrix Wealth Management, LLC
INCREASED
Shares965 from 941
Change+24 (+3%)
Value$342.4K (-$53.4K)
Filed 2026-10-13
Praetorian Wealth Management, Inc.
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$342.4K (-$63.5K)
Filed 2026-10-16
Cahaba Wealth Management, Inc.
INCREASED
Shares964 from 851
Change+113 (+13%)
Value$342.0K (-$15.9K)
Filed 2026-10-26
Spectrum Financial Alliance Ltd LLC
NEW
Shares963
Change+963
Value$341.8K
Filed 2026-10-29
Bria Capital Group, LLC
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$341.7K (-$63.4K)
Filed 2026-10-22
Baskin Financial Services Inc.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$341 (-$64)
Filed 2026-10-19
Littlejohn Financial Services, Inc.
INCREASED
Shares961 from 675
Change+286 (+42%)
Value$341.0K (+$57.1K)
Filed 2026-11-06
Ironwood Financial, llc
INCREASED
Shares961 from 951
Change+10 (+1%)
Value$341.0K (-$34.4K)
Filed 2026-10-20
Kooman & Associates
INCREASED
Shares960 from 936
Change+24 (+3%)
Value$340.6K (-$53.1K)
Filed 2026-10-21
Mosley Wealth Management
DECREASED
Shares957 from 959
Change-2 (0%)
Value$346.9K (-$56.5K)
Filed 2026-10-16
Lexington Hill Partners, LLC
NEW
Shares956
Change+956
Value$339.2K
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$338.8K (-$62.8K)
Filed 2026-10-15
Certior Financial Group, LLC
DECREASED
Shares954 from 1,115
Change-161 (-14%)
Value$338.7K (-$130.5K)
Filed 2026-10-19
Arbor Wealth Management Llc\az
DECREASED
Shares953 from 1,126
Change-173 (-15%)
Value$338.1K (-$135.5K)
Filed 2026-10-20
Cobblestone Asset Management LLC
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$337.4K (-$62.6K)
Filed 2026-10-13
David J Yvars Group
DECREASED
Shares948 from 1,138
Change-190 (-17%)
Value$336.4K (-$142.3K)
Filed 2026-10-09
Bonfire Financial
INCREASED
Shares948 from 945
Change+3 (+0%)
Value$336.4K (-$61.2K)
Filed 2026-11-06
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares947 from 1,740
Change-793 (-46%)
Value$336.1K (-$395.9K)
Filed 2026-10-19
Columbia Advisory Partners LLC
INCREASED
Shares945 from 784
Change+161 (+21%)
Value$335.2K (+$5.5K)
Filed 2026-10-15
WealthCare Investment Partners, LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$335.3K (-$62.2K)
Filed 2026-11-05
Professional Financial Advisors, LLC
DECREASED
Shares942 from 944
Change-2 (0%)
Value$334.2K (-$62.8K)
Filed 2026-10-13
Mengis Capital Management, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$334.2K (-$62.0K)
Filed 2026-10-13
Mission Financial Group, LLC
DECREASED
Shares939 from 1,045
Change-106 (-10%)
Value$333.3K (-$106.4K)
Filed 2026-10-21
Waller Financial Planning Group, Inc
INCREASED
Shares939 from 934
Change+5 (+1%)
Value$333.2K (-$59.7K)
Filed 2026-10-07
James T. Borello RIA
INCREASED
Shares938 from 906
Change+32 (+4%)
Value$332.8K (-$48.3K)
Filed 2026-10-16
BancFirst Trust & Investment Management
DECREASED
Shares934 from 1,357
Change-423 (-31%)
Value$329.6K (-$229.3K)
Filed 2026-10-30
Code Waechter LLC
DECREASED
Shares932 from 946
Change-14 (-1%)
Value$330.8K (-$67.1K)
Filed 2026-10-23
John G Ullman & Associates Inc
NEW
Shares927
Change+927
Value$328.9K
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$350.0K (+$46.7K)
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares925 from 895
Change+30 (+3%)
Value$328.2K (-$48.2K)
Filed 2026-11-04
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$328.0K (-$60.8K)
Filed 2026-10-13
FinDec Wealth Services, Inc.
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$327.8K (-$60.8K)
Filed 2026-10-30
Daviman Financial, LLC
DECREASED
Shares922 from 1,162
Change-240 (-21%)
Value$327.2K (-$161.5K)
Filed 2026-11-06
Brickley Wealth Management
INCREASED
Shares921 from 757
Change+164 (+22%)
Value$326.8K (+$8.4K)
Filed 2026-11-04
CKW Financial Group
INCREASED
Shares918 from 883
Change+35 (+4%)
Value$325 (-$51)
Filed 2026-10-29
Burns Matteson Capital Management, LLC
DECREASED
Shares917 from 922
Change-5 (-1%)
Value$325.4K (-$62.4K)
Filed 2026-10-16
Fidato Wealth LLC
NEW
Shares913
Change+913
Value$323.9K
Filed 2026-10-13
Kelly Financial Group LLC
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$323.0K (-$58.0K)
Filed 2026-10-16
Birch Financial Group, LLC
INCREASED
Shares911 from 871
Change+40 (+5%)
Value$323.4K (-$42.8K)
Filed 2026-10-27
PTM Wealth Management, LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$346.8K (+$61.6K)
Filed 2026-10-23
Legacy Wealth Management, LLC / MS
DECREASED
Shares910 from 2,954
Change-2,044 (-69%)
Value$322.9K (-$919.6K)
Filed 2026-10-30
Banta Asset Management LP
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$322.5K (-$59.8K)
Filed 2026-11-02
Buckhead Capital Management LLC
DECREASED
Shares908 from 938
Change-30 (-3%)
Value$322.2K (-$72.4K)
Filed 2026-11-03
Greystone Financial Group, LLC
INCREASED
Shares908 from 902
Change+6 (+1%)
Value$322.2K (-$57.2K)
Filed 2026-10-26
Shira Ridge Wealth Management
DECREASED
Shares907 from 926
Change-19 (-2%)
Value$321.8K (-$67.7K)
Filed 2026-10-09
Omnitrust Wealth Management, Inc
NEW
Shares906
Change+906
Value$321.5K
Filed 2026-11-02
Archvest Wealth Advisors, Inc.
INCREASED
Shares905 from 709
Change+196 (+28%)
Value$321.1K (+$22.9K)
Filed 2026-10-29
Mattern Wealth Management LLC
DECREASED
Shares902 from 919
Change-17 (-2%)
Value$320.0K (-$66.5K)
Filed 2026-11-04
North Capital, Inc.
DECREASED
Shares900 from 911
Change-11 (-1%)
Value$337.7K (-$45.5K)
Filed 2026-10-16
Roberts Financial Services LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$319.3K (-$59.2K)
Filed 2026-10-23
Montis Financial, LLC
INCREASED
Shares897 from 700
Change+197 (+28%)
Value$318.3K (+$23.8K)
Filed 2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED
Shares897 from 882
Change+15 (+2%)
Value$318.3K (-$52.7K)
Filed 2026-10-29
Sound Financial Strategies Group, LLC
DECREASED
Shares897 from 903
Change-6 (-1%)
Value$318.3K (-$61.5K)
Filed 2026-10-30
Gould Asset Management LLC
INCREASED
Shares892 from 873
Change+19 (+2%)
Value$316.5K (-$50.7K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$315.8K (-$58.6K)
Filed 2026-10-14
Davidson Investment Advisors
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$315.8K (-$58.6K)
Filed 2026-10-20
Sculati Wealth Management, LLC
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$336.1K (-$2.5K)
Filed 2026-10-19
Alternative Investment Advisors, Llc.
INCREASED
Shares885 from 796
Change+89 (+11%)
Value$314.1K (-$20.8K)
Filed 2026-11-03
Dedeker Financial LLC
INCREASED
Shares885 from 878
Change+7 (+1%)
Value$314.0K (-$55.3K)
Filed 2026-10-23
Sentry LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$314.0K (-$58.2K)
Filed 2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
NEW
Shares882
Change+882
Value$329.6K
Filed 2026-10-21
Oasis Advisors, LLC
NEW
Shares881
Change+881
Value$312.7K
Filed 2026-10-16
Lane Brothers & Co Inc
DECREASED
Shares881 from 1,305
Change-424 (-32%)
Value$312.6K (-$236.3K)
Filed 2026-11-02
Stonehearth Capital Management, LLC
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$312.6K (-$58.0K)
Filed 2026-10-13
Kingsman Wealth Management, Inc.
INCREASED
Shares878 from 667
Change+211 (+32%)
Value$311.5K (+$31.0K)
Filed 2026-10-13
Capital Square, LLC
DECREASED
Shares876 from 905
Change-29 (-3%)
Value$310.8K (-$58.2K)
Filed 2026-10-19
MKT Advisors LLC
DECREASED
Shares876 from 883
Change-7 (-1%)
Value$328.5K (-$27.3K)
Filed 2026-10-20
Mcdonald Partners LLC
INCREASED
Shares874 from 736
Change+138 (+19%)
Value$310.1K (+$542)
Filed 2026-11-03
Altus Wealth Group LLC
DECREASED
Shares874 from 1,010
Change-136 (-13%)
Value$310.1K (-$114.7K)
Filed 2026-10-20
Hill Island Financial LLC
DECREASED
Shares873 from 890
Change-17 (-2%)
Value$309.7K (-$64.6K)
Filed 2026-10-20
Reap Financial Group, LLC
DECREASED
Shares873 from 884
Change-11 (-1%)
Value$309.6K (-$62.2K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares872 from 818
Change+54 (+7%)
Value$309.4K (-$34.7K)
Filed 2026-10-20
Global View Capital Management LLC
INCREASED
Shares872 from 833
Change+39 (+5%)
Value$309.4K (-$41.0K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
INCREASED
Shares871 from 754
Change+117 (+16%)
Value$309.1K (-$8.1K)
Filed 2026-11-04
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares871 from 866
Change+5 (+1%)
Value$309.0K (-$55.2K)
Filed 2026-11-03
Washington Trust Co
INCREASED
Shares870 from 510
Change+360 (+71%)
Value$308.7K (+$94.2K)
Filed 2026-10-22
Axim Planning & Wealth
DECREASED
Shares867 from 1,322
Change-455 (-34%)
Value$307.6K (-$248.4K)
Filed 2026-10-28
Mallini Complete Financial Planning LLC
INCREASED
Shares865 from 732
Change+133 (+18%)
Value$306.9K (-$944)
Filed 2026-10-06
25 LLC
DECREASED
Shares865 from 956
Change-91 (-10%)
Value$306.9K (-$95.2K)
Filed 2026-10-13
Kanawha Capital Management LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$306.2K (-$56.8K)
Filed 2026-10-19
Live Oak Private Wealth LLC
INCREASED
Shares861 from 754
Change+107 (+14%)
Value$305.5K (-$11.6K)
Filed 2026-11-02
Plan A Wealth LLC
DECREASED
Shares860 from 1,046
Change-186 (-18%)
Value$305.1K (-$134.9K)
Filed 2026-10-08
HT Partners LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$305.1K (-$56.6K)
Filed 2026-10-20
Financial Concepts Unlimited, Inc.
DECREASED
Shares859 from 1,820
Change-961 (-53%)
Value$304.8K (-$460.7K)
Filed 2026-11-06
AAF Wealth Management, LLC
NEW
Shares858
Change+858
Value$304.4K
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares854 from 852
Change+2 (+0%)
Value$303.1K (-$55.3K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
INCREASED
Shares853 from 646
Change+207 (+32%)
Value$302.8K (+$30.9K)
Filed 2026-10-13
Little House Capital LLC
INCREASED
Shares846 from 536
Change+310 (+58%)
Value$300.1K (+$74.7K)
Filed 2026-11-06
Primoris Wealth Advisors, LLC
DECREASED
Shares844 from 939
Change-95 (-10%)
Value$299.5K (-$95.5K)
Filed 2026-10-28
FWG Investments, Llc.
DECREASED
Shares843 from 1,094
Change-251 (-23%)
Value$299.2K (-$161.1K)
Filed 2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares841 from 800
Change+41 (+5%)
Value$298.4K (+$995)
Filed 2026-10-14
Shelter Rock Management, LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$312.4K (-$41.2K)
Filed 2026-10-09
Independence Bank of Kentucky
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$297.7K (-$55.2K)
Filed 2026-10-26
LVZ, Inc.
INCREASED
Shares838 from 778
Change+60 (+8%)
Value$297.5K (-$29.9K)
Filed 2026-10-20
Family Investment Center, Inc.
INCREASED
Shares838 from 800
Change+38 (+5%)
Value$297.3K (-$39.1K)
Filed 2026-10-19
DWR Wealth Management, LLC
INCREASED
Shares834 from 756
Change+78 (+10%)
Value$294.3K (-$17.1K)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares833 from 712
Change+121 (+17%)
Value$295.6K (-$3.9K)
Filed 2026-10-13
Hunter Associates Investment Management LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$296 (-$349.7K)
Filed 2026-10-26
Town Capital LLC
DECREASED
Shares831 from 866
Change-35 (-4%)
Value$294.8K (-$69.4K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
DECREASED
Shares830 from 1,027
Change-197 (-19%)
Value$294.5K (-$137.5K)
Filed 2026-10-20
Mach-1 Financial Group, LLC
INCREASED
Shares830 from 641
Change+189 (+29%)
Value$294.5K (+$24.9K)
Filed 2026-11-06
Columbia Bank
INCREASED
Shares830 from 757
Change+73 (+10%)
Value$294.5K (-$23.9K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
INCREASED
Shares829 from 749
Change+80 (+11%)
Value$294.1K (-$20.9K)
Filed 2026-10-21
ARK & TLK Investments, LLC
DECREASED
Shares828 from 858
Change-30 (-3%)
Value$293.8K (-$67.1K)
Filed 2026-10-20
marrick wealth, LLC
INCREASED
Shares828 from 824
Change+4 (+0%)
Value$293.8K (-$52.8K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
INCREASED
Shares827 from 804
Change+23 (+3%)
Value$293.4K (-$44.7K)
Filed 2026-11-05
Retirement Guys Formula LLC
INCREASED
Shares827 from 812
Change+15 (+2%)
Value$293.4K (-$48.1K)
Filed 2026-10-26
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$293.4K (-$54.4K)
Filed 2026-10-16
Triune Financial Partners, LLC
INCREASED
Shares825 from 808
Change+17 (+2%)
Value$292.8K (-$47.1K)
Filed 2026-11-03
5th Street Advisors, LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$292.7K (-$54.3K)
Filed 2026-11-04
Granite Investment Partners, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$292.4K (-$54.2K)
Filed 2026-11-04
Legacies Wealth LLC
INCREASED
Shares819 from 570
Change+249 (+44%)
Value$290.6K (+$50.8K)
Filed 2026-11-02
Wealth Forward, LLC
INCREASED
Shares818 from 746
Change+72 (+10%)
Value$290.2K (-$23.5K)
Filed 2026-10-14
Wealth Management Nebraska
INCREASED
Shares817 from 748
Change+69 (+9%)
Value$289.9K (-$24.7K)
Filed 2026-10-26
Churchill Financial Advisors, LLC
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$289.5K (-$53.7K)
Filed 2026-10-20
Treasure Coast Financial Planning
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$288.5K (-$53.5K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares810 from 798
Change+12 (+2%)
Value$287.4K (-$48.2K)
Filed 2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares810 from 804
Change+6 (+1%)
Value$287.4K (-$50.8K)
Filed 2026-10-08
Boyd Watterson Asset Management LLC
DECREASED
Shares809 from 2,695
Change-1,886 (-70%)
Value$287.0K (-$846.5K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares809 from 918
Change-109 (-12%)
Value$287.0K (-$99.1K)
Filed 2026-10-15
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$286.8K (-$53.2K)
Filed 2026-10-14
Allied Investment Advisors, LLC
INCREASED
Shares807 from 644
Change+163 (+25%)
Value$286.3K (+$15.5K)
Filed 2026-10-13
Bullseye Investment Management, LLC
INCREASED
Shares804 from 798
Change+6 (+1%)
Value$285.3K (-$50.4K)
Filed 2026-10-29
Scissortail Wealth Management, LLC
NEW
Shares803
Change+803
Value$284.9K
Filed 2026-11-03
Davidson Trust Co
NEW
Shares800
Change+800
Value$283.8K
Filed 2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED
Shares798 from 869
Change-71 (-8%)
Value$283.1K (-$82.4K)
Filed 2026-10-26
Walleye Partners, LLC
DECREASED
Shares798 from 815
Change-17 (-2%)
Value$283.1K (-$59.7K)
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares796 from 776
Change+20 (+3%)
Value$282.4K (-$44.0K)
Filed 2026-10-20
Seamount Financial Group Inc
INCREASED
Shares794 from 719
Change+75 (+10%)
Value$281.7K (-$20.7K)
Filed 2026-10-21
Armbruster Capital Management, Inc.
DECREASED
Shares794 from 799
Change-5 (-1%)
Value$281.7K (-$54.3K)
Filed 2026-10-19
Squire Investment Management Company, LLC
NEW
Shares793
Change+793
Value$281.4K
Filed 2026-11-03
Greater Midwest Financial Group, LLC
INCREASED
Shares789 from 626
Change+163 (+26%)
Value$280.0K (+$16.6K)
Filed 2026-10-13
Hughes Financial Services, LLC
INCREASED
Shares788 from 621
Change+167 (+27%)
Value$317.8K (+$56.6K)
Filed 2026-10-30
Decision Investments, Inc
DECREASED
Shares788 from 803
Change-15 (-2%)
Value$279.6K (-$58.2K)
Filed 2026-10-07
Wagner Wealth Management, Corp
DECREASED
Shares787 from 940
Change-153 (-16%)
Value$279.2K (-$116.1K)
Filed 2026-10-20
Cypress Financial Planning LLC
INCREASED
Shares785 from 767
Change+18 (+2%)
Value$278.5K (-$44.1K)
Filed 2026-10-09
Weybosset Research & Management LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$278.5K (-$51.6K)
Filed 2026-10-19
Fairman Group, LLC
INCREASED
Shares784 from 776
Change+8 (+1%)
Value$278.1K (-$48.2K)
Filed 2026-10-26
Harmony Asset Management LLC
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$278.2K (-$51.6K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
DECREASED
Shares783 from 1,097
Change-314 (-29%)
Value$277.9K (-$183.6K)
Filed 2026-10-26
Elser Financial Planning, Inc
DECREASED
Shares782 from 784
Change-2 (0%)
Value$277.5K (-$52.3K)
Filed 2026-10-16
Guardian Capital, LLC
DECREASED
Shares781 from 891
Change-110 (-12%)
Value$277.1K (-$97.6K)
Filed 2026-11-06
Appleton Partners Inc
DECREASED
Shares781 from 804
Change-23 (-3%)
Value$277 (-$337.7K)
Filed 2026-10-30
Cpwa, LLC
INCREASED
Shares780 from 758
Change+22 (+3%)
Value$294.9K (-$24.0K)
Filed 2026-11-04
Welch Financial Planning, LLC
NEW
Shares775
Change+775
Value$275.0K
Filed 2026-11-06
Innovative Wealth Building LLC
INCREASED
Shares774 from 764
Change+10 (+1%)
Value$274.6K (-$46.7K)
Filed 2026-10-14
Marathon Capital Management
INCREASED
Shares774 from 767
Change+7 (+1%)
Value$274.6K (-$48.0K)
Filed 2026-10-23
Legacy Financial Group, Inc.
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$273.2K (-$50.7K)
Filed 2026-10-21
PVG Asset Management Corp
NEW
Shares769
Change+769
Value$272.8K
Filed 2026-10-19
Ferguson Shapiro LLC
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$272.5K (-$50.5K)
Filed 2026-10-16
Davis Investment Partners, LLC
INCREASED
Shares767 from 719
Change+48 (+7%)
Value$272.1K (-$30.3K)
Filed 2026-11-05
GR Financial Group, LLC
DECREASED
Shares763 from 1,202
Change-439 (-37%)
Value$270.8K (-$234.9K)
Filed 2026-10-27
Warburton Capital Management, LLC
DECREASED
Shares763 from 813
Change-50 (-6%)
Value$304.1K (-$36.9K)
Filed 2026-11-06
Oakmont Investment Advisors, Inc.
INCREASED
Shares763 from 715
Change+48 (+7%)
Value$270.7K (-$30.0K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
DECREASED
Shares761 from 776
Change-15 (-2%)
Value$270.0K (-$56.3K)
Filed 2026-10-27
OFS Enterprise LLC
DECREASED
Shares761 from 766
Change-5 (-1%)
Value$270.0K (-$52.2K)
Filed 2026-10-16
Kitching Partners, LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$269.7K (-$50.0K)
Filed 2026-11-02
BankPlus Wealth Management LLC
DECREASED
Shares758 from 935
Change-177 (-19%)
Value$269.0K (-$124.2K)
Filed 2026-10-13
Clearstead Trust, LLC
DECREASED
Shares758 from 935
Change-177 (-19%)
Value$268.9K (-$124.3K)
Filed 2026-11-06
Enclave Advisors LLC
DECREASED
Shares758 from 851
Change-93 (-11%)
Value$268.8K (-$89.0K)
Filed 2026-10-14
Walker Financial Services, Inc.
INCREASED
Shares757 from 755
Change+2 (+0%)
Value$268.6K (-$49.0K)
Filed 2026-10-26
Valued Retirements, Inc.
DECREASED
Shares756 from 790
Change-34 (-4%)
Value$268.2K (-$64.0K)
Filed 2026-11-06
Matisse Capital
INCREASED
Shares756 from 741
Change+15 (+2%)
Value$268.2K (-$43.4K)
Filed 2026-10-29
Cornerstone Management, Inc.
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$267.2K (-$49.5K)
Filed 2026-10-16
Wealth Group, Ltd.
DECREASED
Shares752 from 2,241
Change-1,489 (-66%)
Value$267 (-$942.7K)
Filed 2026-10-30
Momentous Wealth Management, Inc.
INCREASED
Shares752 from 712
Change+40 (+6%)
Value$266.8K (-$32.7K)
Filed 2026-10-21
Two West Capital Advisors LLC
INCREASED
Shares752 from 750
Change+2 (+0%)
Value$265.3K (-$11.8K)
Filed 2026-10-15
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares751 from 726
Change+25 (+3%)
Value$266 (-$304.7K)
Filed 2026-11-04
Lakeside Advisors, Inc.
DECREASED
Shares750 from 770
Change-20 (-3%)
Value$266.1K (-$57.8K)
Filed 2026-10-20
Cohen Investment Advisors LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$265.8K (-$49.3K)
Filed 2026-10-20
Dala Group, LLC
INCREASED
Shares747 from 680
Change+67 (+10%)
Value$265.0K (-$21.0K)
Filed 2026-10-29
Armstrong Advisory Group, Inc
DECREASED
Shares746 from 913
Change-167 (-18%)
Value$264.7K (-$119.3K)
Filed 2026-10-09
Integrity Investment Advisors, LLC
NEW
Shares741
Change+741
Value$263.1K
Filed 2026-11-03
Southern Michigan Bank & Trust
INCREASED
Shares740 from 500
Change+240 (+48%)
Value$262.6K (+$52.3K)
Filed 2026-10-19
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$262.6K (-$48.7K)
Filed 2026-11-05
South Shore Capital Advisors
DECREASED
Shares739 from 784
Change-45 (-6%)
Value$262.2K (-$67.5K)
Filed 2026-10-20
Weinberger Asset Management, Inc
DECREASED
Shares736 from 766
Change-30 (-4%)
Value$261.1K (+$22.8K)
Filed 2026-10-28
Puff Wealth Management, LLC
DECREASED
Shares734 from 756
Change-22 (-3%)
Value$260.4K (-$57.5K)
Filed 2026-10-07
Provident Wealth Management, LLC
NEW
Shares733
Change+733
Value$260.1K
Filed 2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares733 from 731
Change+2 (+0%)
Value$260.1K (-$47.4K)
Filed 2026-10-28
Robbins Farley
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$260.1K (-$48.2K)
Filed 2026-10-21
Dumont & Blake Investment Advisors LLC
INCREASED
Shares732 from 682
Change+50 (+7%)
Value$259.7K (-$27.1K)
Filed 2026-10-28
Presilium Private Wealth, LLC
NEW
Shares731
Change+731
Value$259.3K
Filed 2026-10-26
IMG Wealth Management, Inc.
INCREASED
Shares731 from 584
Change+147 (+25%)
Value$259.4K (+$13.7K)
Filed 2026-10-27
Joseph Group Capital Management
DECREASED
Shares731 from 810
Change-79 (-10%)
Value$259.4K (-$81.3K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$258.8K (-$48.0K)
Filed 2026-10-21
Gill Capital Partners, LLC
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$258.5K (-$47.9K)
Filed 2026-10-13
Poinciana Advisors Group, LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$258.3K (-$47.9K)
Filed 2026-11-06
Polaris Financial Partners
NEW
Shares726
Change+726
Value$255
Filed 2026-10-02
Kirr Marbach & Co LLC
NEW
Shares725
Change+725
Value$257.4K
Filed 2026-10-20
Cedar Point Capital Partners, LLC
INCREASED
Shares725 from 724
Change+1 (+0%)
Value$257.2K (-$47.3K)
Filed 2026-10-29
Mill Capital Management, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$257.2K (-$47.7K)
Filed 2026-10-26
Decker Wealth Management LLC
INCREASED
Shares723 from 195
Change+528 (+271%)
Value$256.5K (+$174.5K)
Filed 2026-10-09
Arlington Financial Advisors, LLC
DECREASED
Shares722 from 730
Change-8 (-1%)
Value$256.2K (-$50.9K)
Filed 2026-10-19
Providence Financial Advisors, LLC
DECREASED
Shares720 from 723
Change-3 (0%)
Value$255.5K (-$48.6K)
Filed 2026-11-06
Solano Wealth Investment Advisors LLC
INCREASED
Shares719 from 620
Change+99 (+16%)
Value$255.1K (-$5.7K)
Filed 2026-11-06
Towne Trust Company, N.a
INCREASED
Shares717 from 625
Change+92 (+15%)
Value$254.4K (-$8.5K)
Filed 2026-10-28
KOM Wealth Management Group, LLC
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$254.4K (-$47.2K)
Filed 2026-10-15
Aerodigm Wealth, LLC
DECREASED
Shares716 from 4,777
Change-4,061 (-85%)
Value$254.1K (-$1.8M)
Filed 2026-10-16
Argyle Capital Partners, LLC
DECREASED
Shares716 from 745
Change-29 (-4%)
Value$254.2K (-$59.3K)
Filed 2026-10-23
Williams & Novak Wealth Management, LLC
INCREASED
Shares715 from 656
Change+59 (+9%)
Value$253.7K (-$22.2K)
Filed 2026-10-09
Palisade Asset Management, LLC
DECREASED
Shares715 from 729
Change-14 (-2%)
Value$253.7K (-$52.9K)
Filed 2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$253.3K (-$47.0K)
Filed 2026-10-30
Bauman Advisory Group, LLC
INCREASED
Shares713 from 668
Change+45 (+7%)
Value$253.0K (-$28.0K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED
Shares712 from 717
Change-5 (-1%)
Value$252.6K (-$48.9K)
Filed 2026-10-13
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares710 from 783
Change-73 (-9%)
Value$251.9K (-$77.4K)
Filed 2026-10-14
Seros Financial, LLC
DECREASED
Shares709 from 1,788
Change-1,079 (-60%)
Value$251.6K (-$500.5K)
Filed 2026-10-21
Edge Wealth Management LLC
DECREASED
Shares709 from 734
Change-25 (-3%)
Value$250.3K (-$58.4K)
Filed 2026-10-13
Moneywise, Inc.
DECREASED
Shares708 from 779
Change-71 (-9%)
Value$251.2K (-$76.4K)
Filed 2026-10-30
Level Wealth Management LLC
INCREASED
Shares705 from 663
Change+42 (+6%)
Value$250.1K (-$28.7K)
Filed 2026-10-23
Liberty Capital Management, Inc.
DECREASED
Shares705 from 723
Change-18 (-2%)
Value$250.1K (-$54.0K)
Filed 2026-11-02
Detalus Advisors, LLC
INCREASED
Shares703 from 692
Change+11 (+2%)
Value$249.4K (-$41.6K)
Filed 2026-10-15
McAlister, Sweet & Associates, Inc.
NEW
Shares700
Change+700
Value$248.4K
Filed 2026-10-07
Strategic Advisory Partners, LLC
INCREASED
Shares696 from 552
Change+144 (+26%)
Value$246.9K (+$14.8K)
Filed 2026-11-06
Redwood Family Wealth LLC
INCREASED
Shares692 from 605
Change+87 (+14%)
Value$245.5K (-$8.9K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
INCREASED
Shares692 from 688
Change+4 (+1%)
Value$245.5K (-$43.8K)
Filed 2026-10-05
Citrine Capital LLC
INCREASED
Shares691 from 643
Change+48 (+7%)
Value$245.2K (-$25.3K)
Filed 2026-10-14
TCP Asset Management, LLC
DECREASED
Shares689 from 767
Change-78 (-10%)
Value$255.4K (-$67.2K)
Filed 2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED
Shares689 from 677
Change+12 (+2%)
Value$244.5K (-$40.3K)
Filed 2026-10-14
Old Port Advisors
INCREASED
Shares689 from 678
Change+11 (+2%)
Value$244.6K (-$40.7K)
Filed 2026-10-23
Legacy Solutions, LLC
DECREASED
Shares689 from 699
Change-10 (-1%)
Value$244.5K (-$49.5K)
Filed 2026-10-07
Capital Planning LLC
NEW
Shares688
Change+688
Value$244.2K
Filed 2026-10-09
Sterling Financial Planning, Inc.
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$243.8K (-$45.2K)
Filed 2026-10-28
Granville Capital, Inc.
INCREASED
Shares686 from 483
Change+203 (+42%)
Value$243.4K (+$40.3K)
Filed 2026-11-05
Guidance Capital, Inc
DECREASED
Shares685 from 1,462
Change-777 (-53%)
Value$276.8K (-$295.1K)
Filed 2026-11-03
Bdfs Capital LLC
INCREASED
Shares685 from 589
Change+96 (+16%)
Value$243.0K (-$4.7K)
Filed 2026-10-14
Meadow Creek Wealth Advisors LLC
DECREASED
Shares684 from 1,151
Change-467 (-41%)
Value$242.7K (-$241.4K)
Filed 2026-11-02
GW Henssler & Associates LTD
DECREASED
Shares681 from 689
Change-8 (-1%)
Value$241.6K (-$48.2K)
Filed 2026-10-26
Jmac Enterprises LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$240.6K (-$44.6K)
Filed 2026-10-30
Mlp3, LLC
NEW
Shares677
Change+677
Value$240.2K
Filed 2026-10-22
Rede Wealth, LLC
DECREASED
Shares677 from 785
Change-108 (-14%)
Value$240.2K (-$90.0K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
DECREASED
Shares677 from 690
Change-13 (-2%)
Value$240.2K (-$50.0K)
Filed 2026-10-23
KW Wealth Management LLC
NEW
Shares676
Change+676
Value$239.9K
Filed 2026-10-28
CGC Financial Services, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$239.5K (-$44.4K)
Filed 2026-10-13
Nordwand Advisors, LLC
INCREASED
Shares674 from 610
Change+64 (+10%)
Value$239.1K (-$17.4K)
Filed 2026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares674 from 646
Change+28 (+4%)
Value$239.0K (-$32.7K)
Filed 2026-10-22
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$239.1K (-$44.3K)
Filed 2026-10-07
Team Financial Group, LLC
NEW
Shares671
Change+671
Value$238.1K
Filed 2026-10-30
Aspen Wealth Management LLC
INCREASED
Shares671 from 605
Change+66 (+11%)
Value$238.1K (-$16.4K)
Filed 2026-10-14
HMV Wealth Advisors, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$238.1K (-$44.1K)
Filed 2026-10-27
Point Windward Advisors Inc.
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$237.7K (-$44.1K)
Filed 2026-11-06
Pettinga Financial Advisors LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$237.7K (-$44.1K)
Filed 2026-10-13
R2 Capital Strategies, LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$237.4K (-$44.0K)
Filed 2026-10-15
Integrated Wealth Management
DECREASED
Shares668 from 669
Change-1 (0%)
Value$237.0K (-$44.4K)
Filed 2026-10-19
Loudon Investment Management, LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$235.9K (-$43.8K)
Filed 2026-11-06
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares663 from 610
Change+53 (+9%)
Value$235.2K (-$21.3K)
Filed 2026-11-03
TopTier Wealth Management, LLC
DECREASED
Shares662 from 688
Change-26 (-4%)
Value$234.9K (-$54.5K)
Filed 2026-10-16
Rodgers & Associates, LTD
INCREASED
Shares662 from 648
Change+14 (+2%)
Value$234.9K (-$37.7K)
Filed 2026-10-20
Sharkey, Howes & Javer
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$234.9K (-$43.6K)
Filed 2026-10-22
Arlington Capital Management Inc
NEW
Shares660
Change+660
Value$234.3K
Filed 2026-10-30
Towercrest Capital Management
INCREASED
Shares660 from 571
Change+89 (+16%)
Value$234.2K (-$6.0K)
Filed 2026-10-23
Vaughan David Investments LLC
DECREASED
Shares660 from 735
Change-75 (-10%)
Value$234 (-$308.8K)
Filed 2026-11-05
Farnam Financial LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$234.1K (-$43.5K)
Filed 2026-10-21
Cumberland Advisors Inc
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$234.2K (-$43.4K)
Filed 2026-10-30
Taylor Financial Group, Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$234.2K (-$43.4K)
Filed 2026-11-02
Tectonic Advisors LLC
INCREASED
Shares659 from 636
Change+23 (+4%)
Value$233.8K (-$33.7K)
Filed 2026-10-22
Innova Wealth Partners
INCREASED
Shares655 from 565
Change+90 (+16%)
Value$232.4K (-$5.2K)
Filed 2026-10-21
Shakespeare Wealth Management, LLC
DECREASED
Shares655 from 661
Change-6 (-1%)
Value$232.4K (-$45.6K)
Filed 2026-10-28
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$232.4K (-$43.1K)
Filed 2026-11-06
Heritage Investors Management Corp
DECREASED
Shares654 from 669
Change-15 (-2%)
Value$232 (-$280.8K)
Filed 2026-10-29
Academy Capital Management
INCREASED
Shares649 from 631
Change+18 (+3%)
Value$230.3K (-$35.1K)
Filed 2026-11-05
Catalyst Private Wealth, LLC
NEW
Shares647
Change+647
Value$229.6K
Filed 2026-10-13
Bullock Wealth Management Group
DECREASED
Shares647 from 665
Change-18 (-3%)
Value$229.1K (-$53.7K)
Filed 2026-10-09
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares647 from 645
Change+2 (+0%)
Value$229.6K (-$41.7K)
Filed 2026-10-15
Natural Investments, LLC
DECREASED
Shares646 from 817
Change-171 (-21%)
Value$229.2K (-$113.8K)
Filed 2026-11-06
Lifestyle Asset Management, Inc.
DECREASED
Shares645 from 707
Change-62 (-9%)
Value$228.7K (-$68.5K)
Filed 2026-10-20
Teza Capital Management LLC
DECREASED
Shares644 from 753
Change-109 (-14%)
Value$228.5K (-$88.2K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares642 from 864
Change-222 (-26%)
Value$227.8K (-$135.6K)
Filed 2026-10-30
Blossom Wealth Management
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$227.8K (-$42.2K)
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares641 from 630
Change+11 (+2%)
Value$227.4K (-$37.5K)
Filed 2026-10-28
Schwallier Wealth Management LLC
DECREASED
Shares640 from 647
Change-7 (-1%)
Value$227.1K (-$45.1K)
Filed 2026-11-05
Level Financial Advisors
DECREASED
Shares640 from 642
Change-2 (0%)
Value$227.1K (-$42.9K)
Filed 2026-10-13
Putney Financial Group LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$227.1K (-$42.1K)
Filed 2026-10-30
Cottage Street Advisors LLC
INCREASED
Shares639 from 634
Change+5 (+1%)
Value$226.7K (-$41.3K)
Filed 2026-10-19
DWM Financial Group, Inc.
NEW
Shares638
Change+638
Value$226.4K
Filed 2026-10-28
Lakeshore Financial Planning, Inc.
INCREASED
Shares638 from 626
Change+12 (+2%)
Value$226.4K (-$36.9K)
Filed 2026-10-13
Ddfg, Inc
INCREASED
Shares638 from 634
Change+4 (+1%)
Value$226.4K (-$40.3K)
Filed 2026-10-15
Capital Advantage, Inc.
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$226.4K (-$42.0K)
Filed 2026-10-14
Barrett & Company, Inc.
DECREASED
Shares637 from 640
Change-3 (0%)
Value$226.0K (-$43.2K)
Filed 2026-10-22
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$225.3K (-$41.8K)
Filed 2026-11-02
Equity Wealth Partners, LLC
DECREASED
Shares634 from 650
Change-16 (-2%)
Value$225.0K (-$48.4K)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$225.0K (-$41.7K)
Filed 2026-10-15
Alterna Wealth Management, Inc
DECREASED
Shares633 from 815
Change-182 (-22%)
Value$224.6K (-$118.2K)
Filed 2026-10-27
Ackerman Capital Advisors, LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$223.9K (-$41.5K)
Filed 2026-10-30
Alliance Wealth Management Group
INCREASED
Shares630 from 541
Change+89 (+16%)
Value$223.5K (-$4.0K)
Filed 2026-10-29
Investment Advisory Services Inc
INCREASED
Shares630 from 576
Change+54 (+9%)
Value$223.6K (-$18.7K)
Filed 2026-10-27
Hendershot Investments Inc.
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$223.5K (-$41.4K)
Filed 2026-11-05
TTP Investments, Inc.
NEW
Shares629
Change+629
Value$223.0K
Filed 2026-10-30
Exchange Bank
DECREASED
Shares629 from 636
Change-7 (-1%)
Value$223.2K (-$44.3K)
Filed 2026-10-07
Foronjy Financial LLC
INCREASED
Shares627 from 521
Change+106 (+20%)
Value$222.5K (+$3.3K)
Filed 2026-10-14
Tarbox Family Office, Inc.
NEW
Shares626
Change+626
Value$222.1K
Filed 2026-10-23
Catalyst Capital Advisors LLC
DECREASED
Shares624 from 978
Change-354 (-36%)
Value$221.4K (-$189.9K)
Filed 2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares624 from 704
Change-80 (-11%)
Value$221.4K (-$74.7K)
Filed 2026-10-13
Pacifica Partners Inc.
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$221.0K (-$24.2K)
Filed 2026-10-09
Retirement Financial Solutions, LLC
INCREASED
Shares622 from 582
Change+40 (+7%)
Value$220.7K (-$24.1K)
Filed 2026-10-20
William John Sempolinski
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$220.0K (-$40.8K)
Filed 2026-10-20
Montgomery Investment Management Inc
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$220.0K (-$40.8K)
Filed 2026-10-26
Nova R Wealth, Inc.
DECREASED
Shares619 from 659
Change-40 (-6%)
Value$219.6K (-$57.5K)
Filed 2026-10-26
Entruity Wealth, LLC
INCREASED
Shares617 from 603
Change+14 (+2%)
Value$218.9K (-$34.8K)
Filed 2026-11-06
Wealth Science Advisors LLC
DECREASED
Shares617 from 627
Change-10 (-2%)
Value$218.9K (-$44.8K)
Filed 2026-10-09
First Bancorp, Inc
DECREASED
Shares615 from 649
Change-34 (-5%)
Value$218.2K (-$54.8K)
Filed 2026-10-26
Mann Financial Group, Inc.
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$218.2K (-$40.5K)
Filed 2026-10-15
Mullaney, Keating & Wright, Inc.
INCREASED
Shares614 from 599
Change+15 (+3%)
Value$217.9K (-$34.1K)
Filed 2026-10-19
Macroview Investment Management LLC
INCREASED
Shares612 from 539
Change+73 (+14%)
Value$217.1K (-$9.6K)
Filed 2026-10-26
MFA Wealth Services
INCREASED
Shares612 from 581
Change+31 (+5%)
Value$217.1K (-$27.2K)
Filed 2026-10-14
Anson Capital, Inc.
INCREASED
Shares611 from 563
Change+48 (+9%)
Value$216.8K (-$20.0K)
Filed 2026-10-23
Boyd Wealth Management, LLC
NEW
Shares610
Change+610
Value$216.4K
Filed 2026-10-20
Accretive Wealth Partners, LLC
DECREASED
Shares610 from 618
Change-8 (-1%)
Value$216.4K (-$43.5K)
Filed 2026-11-06
Commons Capital, LLC
INCREASED
Shares609 from 581
Change+28 (+5%)
Value$216.1K (-$28.2K)
Filed 2026-11-05
Solstein Capital, LLC
DECREASED
Shares609 from 613
Change-4 (-1%)
Value$216.1K (-$41.7K)
Filed 2026-11-02
Refined Wealth Management
INCREASED
Shares609 from 606
Change+3 (+1%)
Value$216.1K (-$38.8K)
Filed 2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED
Shares608 from 500
Change+108 (+22%)
Value$215.7K (+$5.4K)
Filed 2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$215.7K (-$40.0K)
Filed 2026-10-15
Harbor Group, Inc.
INCREASED
Shares606 from 576
Change+30 (+5%)
Value$215.0K (-$27.3K)
Filed 2026-10-14
Gilman Hill Asset Management, LLC
NEW
Shares605
Change+605
Value$214.7K
Filed 2026-10-13
Summit Financial Consulting LLC
DECREASED
Shares603 from 657
Change-54 (-8%)
Value$214.0K (-$62.4K)
Filed 2026-10-15
Life Planning Partners, Inc
DECREASED
Shares602 from 658
Change-56 (-9%)
Value$213.6K (-$63.2K)
Filed 2026-10-28
Arkansas Financial Group, Inc.
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$213.4K (-$39.6K)
Filed 2026-10-26
Woodstock Corp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$212.9K (-$39.5K)
Filed 2026-10-13
CJM Wealth Advisers, Ltd.
DECREASED
Shares599 from 628
Change-29 (-5%)
Value$212.7K (-$51.6K)
Filed 2026-10-27
Arbor Investment Advisors, LLC
DECREASED
Shares599 from 602
Change-3 (0%)
Value$212.5K (-$40.7K)
Filed 2026-10-26
Rockport Wealth LLC
DECREASED
Shares597 from 925
Change-328 (-35%)
Value$211.8K (-$177.2K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares597 from 324
Change+273 (+84%)
Value$212.2K (+$75.5K)
Filed 2026-10-16
United Financial Planning Group LLC
INCREASED
Shares597 from 577
Change+20 (+3%)
Value$211.8K (-$30.9K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
DECREASED
Shares596 from 633
Change-37 (-6%)
Value$211.5K (-$54.8K)
Filed 2026-10-28
Vaquero Private Wealth, LTD
DECREASED
Shares596 from 616
Change-20 (-3%)
Value$211.5K (-$47.6K)
Filed 2026-10-27
Diversified Portfolios, Inc.
INCREASED
Shares595 from 589
Change+6 (+1%)
Value$211.1K (-$36.6K)
Filed 2026-11-04
Financial & Tax Architects, LLC
DECREASED
Shares594 from 712
Change-118 (-17%)
Value$210.8K (-$88.7K)
Filed 2026-10-15
Douglas Lane & Associates, LLC
DECREASED
Shares593 from 975
Change-382 (-39%)
Value$210.4K (-$199.7K)
Filed 2026-10-09
Guardian Partners Inc.
INCREASED
Shares593 from 543
Change+50 (+9%)
Value$210.4K (-$18.0K)
Filed 2026-10-21
Washington Trust Bank
DECREASED
Shares593 from 594
Change-1 (0%)
Value$210.4K (-$39.4K)
Filed 2026-11-03
Kure Advisory, LLC
DECREASED
Shares592 from 614
Change-22 (-4%)
Value$210.0K (-$48.2K)
Filed 2026-10-08
IFS Advisors, LLC
INCREASED
Shares590 from 542
Change+48 (+9%)
Value$209.3K (-$18.6K)
Filed 2026-10-14
Independence Financial Advisors, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$209.3K (-$38.8K)
Filed 2026-10-08
Bank of New Hampshire
DECREASED
Shares588 from 606
Change-18 (-3%)
Value$208.6K (-$46.3K)
Filed 2026-10-06
Q3 Asset Management
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$208 (-$245.8K)
Filed 2026-11-06
Southern Capital Advisors, LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$208.0K (-$38.6K)
Filed 2026-10-26
Diesslin Group, Inc.
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$207.6K (-$38.5K)
Filed 2026-10-14
LEE Danner & Bass Inc
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$207.2K (-$38.4K)
Filed 2026-10-27
Scratch Capital LLC
INCREASED
Shares583 from 576
Change+7 (+1%)
Value$206.9K (-$35.4K)
Filed 2026-11-02
Sincerus Advisory, LLC
INCREASED
Shares582 from 502
Change+80 (+16%)
Value$206.5K (-$4.6K)
Filed 2026-10-09
Trinity Wealth Management, LLC
INCREASED
Shares582 from 555
Change+27 (+5%)
Value$206.5K (-$26.9K)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares582 from 560
Change+22 (+4%)
Value$206.6K (-$29.0K)
Filed 2026-10-30
Community Financial Services Group, LLC
DECREASED
Shares581 from 676
Change-95 (-14%)
Value$205.7K (-$81.8K)
Filed 2026-10-15
Advisory Advocates, LLC
INCREASED
Shares581 from 566
Change+15 (+3%)
Value$206.0K (-$32.1K)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$206.2K (-$38.2K)
Filed 2026-10-14
Avity Investment Management Inc.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$206.1K (-$38.2K)
Filed 2026-10-09
Cultivar Capital, Inc.
INCREASED
Shares580 from 579
Change+1 (+0%)
Value$205.8K (-$37.7K)
Filed 2026-10-14
Harbour Trust & Investment Management Co
INCREASED
Shares579 from 561
Change+18 (+3%)
Value$205.4K (-$30.5K)
Filed 2026-10-28
Tufton Capital Management
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$205 (-$242.8K)
Filed 2026-10-20
Barlow Wealth Partners, LLC
DECREASED
Shares578 from 770
Change-192 (-25%)
Value$220.0K (-$83.4K)
Filed 2026-10-15
PFS Partners, LLC
INCREASED
Shares577 from 505
Change+72 (+14%)
Value$204.7K (-$7.7K)
Filed 2026-10-21
Unify Financial Advisors
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$204.7K (-$38.0K)
Filed 2026-11-03
Neville Rodie & Shaw Inc
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$204 (-$37)
Filed 2026-10-05
Thayer Partners, LLC / MA
INCREASED
Shares573 from 555
Change+18 (+3%)
Value$203.3K (-$30.1K)
Filed 2026-11-06
Essex Investment Management Co LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$203.3K (-$37.7K)
Filed 2026-10-19
Orin Green Financial, LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$202.6K (-$37.6K)
Filed 2026-10-19
Cookson Peirce & Co Inc
DECREASED
Shares570 from 1,070
Change-500 (-47%)
Value$202.2K (-$247.8K)
Filed 2026-10-30
Tepp RIA, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$202.2K (-$37.5K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares567
Change+567
Value$201.3K
Filed 2026-10-16
1620 Investment Advisors, Inc.
DECREASED
Shares566 from 575
Change-9 (-2%)
Value$200.7K (-$41.4K)
Filed 2026-11-04
Cannon Capital Management, Inc.
NEW
Shares565
Change+565
Value$200.5K
Filed 2026-11-03
WealthCare Asset Management, LLC
DECREASED
Shares565 from 1,176
Change-611 (-52%)
Value$200.5K (-$294.2K)
Filed 2026-10-26
Aries Wealth Management
DECREASED
Shares565 from 614
Change-49 (-8%)
Value$200.5K (-$57.8K)
Filed 2026-10-23
Roxbury Financial LLC
INCREASED
Shares563 from 555
Change+8 (+1%)
Value$199.8K (-$33.7K)
Filed 2026-10-01
Godsey & Gibb, Inc
DECREASED
Shares560 from 740
Change-180 (-24%)
Value$198.7K (-$112.6K)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares560 from 545
Change+15 (+3%)
Value$198.7K (-$30.5K)
Filed 2026-10-02
Willow Creek Capital Management, Inc.
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$234.7K ($0)
Filed 2026-10-16
TrustBank
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$198.0K (-$36.7K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$192.7K (-$35.7K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares531 from 123
Change+408 (+332%)
Value$188.0K (+$135.7K)
Filed 2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$185.2K (-$34.3K)
Filed 2026-10-21
Covestor Ltd
INCREASED
Shares518 from 512
Change+6 (+1%)
Value$184 (-$214.8K)
Filed 2026-10-30
Bangor Savings Bank
DECREASED
Shares511 from 867
Change-356 (-41%)
Value$181.3K (-$183.4K)
Filed 2026-10-06
Gables Capital Management Inc.
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$181.3K (-$33.6K)
Filed 2026-11-04
Addison Advisors LLC
INCREASED
Shares510 from 493
Change+17 (+3%)
Value$180.8K (-$26.6K)
Filed 2026-11-06
Torren Management, LLC
INCREASED
Shares502 from 49
Change+453 (+924%)
Value$178.1K (+$157.5K)
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares498 from 497
Change+1 (+0%)
Value$177 (-$208.8K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares495 from 417
Change+78 (+19%)
Value$175.7K (+$231)
Filed 2026-11-02
Advantage Trust Co
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$170.7K (-$31.6K)
Filed 2026-10-19
Legacy Bridge, LLC
INCREASED
Shares471 from 270
Change+201 (+74%)
Value$167.1K (+$53.6K)
Filed 2026-10-28
Contravisory Investment Management, Inc.
DECREASED
Shares465 from 24,592
Change-24,127 (-98%)
Value$165.0K (-$10.2M)
Filed 2026-10-13
Private Wealth Management Group, LLC
INCREASED
Shares461 from 441
Change+20 (+5%)
Value$163.5K (-$21.9K)
Filed 2026-10-19
CrossGen Wealth, LLC
INCREASED
Shares458 from 358
Change+100 (+28%)
Value$162.5K (+$11.9K)
Filed 2026-10-30
IAG Wealth Partners, LLC
INCREASED
Shares458 from 428
Change+30 (+7%)
Value$162.5K (-$17.5K)
Filed 2026-11-06
Mascoma Wealth Management LLC
DECREASED
Shares448 from 706
Change-258 (-37%)
Value$159.0K (-$138.0K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$159.0K (-$29.5K)
Filed 2026-10-07
Kozak & Associates, Inc.
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$180.3K (-$9.4K)
Filed 2026-10-29
Trust Co
DECREASED
Shares441 from 541
Change-100 (-18%)
Value$156.5K (-$71.1K)
Filed 2026-10-09
Ameliora Wealth Management Ltd.
DECREASED
Shares435 from 605
Change-170 (-28%)
Value$154.3K (-$100.1K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
INCREASED
Shares428 from 427
Change+1 (+0%)
Value$151.8K (-$27.8K)
Filed 2026-10-28
Trellis Wealth Advisors LLC
DECREASED
Shares424 from 484
Change-60 (-12%)
Value$150.4K (-$53.1K)
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares423 from 752
Change-329 (-44%)
Value$150.1K (-$166.2K)
Filed 2026-11-04
Kimelman & Baird, LLC
INCREASED
Shares418 from 399
Change+19 (+5%)
Value$148.3K (-$19.5K)
Filed 2026-11-03
First Pacific Financial
DECREASED
Shares417 from 637
Change-220 (-35%)
Value$148.0K (-$120.0K)
Filed 2026-10-14
Frisco Financial Planning LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$143.3K (-$26.6K)
Filed 2026-10-05
Bare Financial Services, Inc
DECREASED
Shares397 from 405
Change-8 (-2%)
Value$140.9K (-$29.5K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares394 from 372
Change+22 (+6%)
Value$139.8K (-$16.7K)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$139.4K (-$25.9K)
Filed 2026-10-07
Bank & Trust Co
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$138.4K (-$25.7K)
Filed 2026-10-07
Your Advocates Ltd., LLP
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$136.6K (-$25.3K)
Filed 2026-11-03
LFA - Lugano Financial Advisors SA
DECREASED
Shares379 from 514
Change-135 (-26%)
Value$134.5K (-$81.7K)
Filed 2026-11-03
North Point Portfolio Managers Corp
NEW
Shares373
Change+373
Value$132.3K
Filed 2026-10-07
John Boyer, Inc.
NEW
Shares373
Change+373
Value$132.3K
Filed 2026-10-27
Kentucky Trust Co
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$124.5K (-$23.1K)
Filed 2026-10-15
Phillip James Consulting Co.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$115.7K (-$21.4K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$114.0K (-$22.9K)
Filed 2026-10-20
St. Johns Investment Management Company, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$114.2K (-$21.2K)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
INCREASED
Shares318 from 235
Change+83 (+35%)
Value$112.8K (+$14.0K)
Filed 2026-10-30
Clark Wealth Partners
INCREASED
Shares307 from 199
Change+108 (+54%)
Value$108.9K (+$25.2K)
Filed 2026-10-19
Chung Wu Investment Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$106.4K (-$19.7K)
Filed 2026-11-03
Thompson Investment Management, Inc.
DECREASED
Shares299 from 440
Change-141 (-32%)
Value$106.1K (-$79.0K)
Filed 2026-10-14
LAM Group, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$102.9K (-$19.1K)
Filed 2026-10-26
KFG LLC
NEW
Shares287
Change+287
Value$101.8K
Filed 2026-11-02
Retirement Wealth Solutions LLC
INCREASED
Shares285 from 230
Change+55 (+24%)
Value$101.1K (+$4.4K)
Filed 2026-10-07
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$100.1K (-$18.6K)
Filed 2026-10-29
Valued Wealth Advisors LLC
INCREASED
Shares279 from 269
Change+10 (+4%)
Value$99.0K (-$14.2K)
Filed 2026-11-05
Horrell Capital Management, Inc.
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$99.0K (-$18.4K)
Filed 2026-10-08
Ashurst Perkins Coie Trust Co
INCREASED
Shares277 from 243
Change+34 (+14%)
Value$98.3K (-$3.9K)
Filed 2026-10-15
Banque de Luxembourg S.A.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$96.5K (-$17.9K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares270 from 1,441
Change-1,171 (-81%)
Value$95.8K (-$510.3K)
Filed 2026-10-26
Capitol Family Office, Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$94.0K (-$17.4K)
Filed 2026-10-13
Blume Capital Management, Inc.
DECREASED
Shares262 from 272
Change-10 (-4%)
Value$93.0K (-$21.4K)
Filed 2026-10-26
Citizens National Bank Trust Department
INCREASED
Shares258 from 120
Change+138 (+115%)
Value$91.5K (+$41.1K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$105.2K ($0)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares231 from 244
Change-13 (-5%)
Value$82.0K (-$20.7K)
Filed 2026-10-23
Aspect Partners, LLC
DECREASED
Shares230 from 268
Change-38 (-14%)
Value$81.6K (-$31.1K)
Filed 2026-10-20
Marquette Asset Management, LLC
INCREASED
Shares225 from 154
Change+71 (+46%)
Value$79.8K (+$15.1K)
Filed 2026-10-09
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$79 (-$93.9K)
Filed 2026-11-04
Maseco LLP
INCREASED
Shares222 from 111
Change+111 (+100%)
Value$78.8K (+$32.1K)
Filed 2026-10-27
Align Financial, LLC
DECREASED
Shares221 from 555
Change-334 (-60%)
Value$78.4K (-$155.0K)
Filed 2026-10-16
Tower View Wealth Management LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$78.4K (-$14.5K)
Filed 2026-10-23
Coastline Trust Co
DECREASED
Shares216 from 552
Change-336 (-61%)
Value$76.6K (-$155.5K)
Filed 2026-10-01
Advocate Investing Services LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$76.3K (-$14.1K)
Filed 2026-10-26
NorthAvenue LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$75.2K (-$13.9K)
Filed 2026-10-29
Davis Capital Management
DECREASED
Shares207 from 223
Change-16 (-7%)
Value$73.4K (-$20.3K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$73.4K (-$13.6K)
Filed 2026-10-20
Syntax Research, Inc.
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$72.7K (-$13.5K)
Filed 2026-11-04
First Premier Bank
INCREASED
Shares203 from 128
Change+75 (+59%)
Value$72 (+$18)
Filed 2026-10-13
Richardson Capital Management LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$68.8K (-$12.8K)
Filed 2026-10-23
StrongBox Wealth, LLC
INCREASED
Shares191 from 184
Change+7 (+4%)
Value$67.8K (-$9.6K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares190 from 201
Change-11 (-5%)
Value$67.5K (-$17.1K)
Filed 2026-11-02
Noble Wealth Management PBC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$65.3K (-$12.1K)
Filed 2026-10-01
Harbor Capital Advisors, Inc.
NEW
Shares181
Change+181
Value$64
Filed 2026-10-22
Compass Wealth Management LLC
NEW
Shares170
Change+170
Value$60.3K
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$59.3K (-$11.0K)
Filed 2026-10-27
Cdkv Holdings LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$58.5K (-$10.9K)
Filed 2026-10-28
Coston, McIsaac & Partners
INCREASED
Shares163 from 129
Change+34 (+26%)
Value$57.8K (+$3.8K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares162 from 155
Change+7 (+5%)
Value$57 (-$64.9K)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
INCREASED
Shares161 from 15
Change+146 (+973%)
Value$57.1K (+$50.4K)
Filed 2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares160 from 330
Change-170 (-52%)
Value$56.8K (-$82.0K)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$55.7K (-$10.3K)
Filed 2026-10-23
Sfam, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$55.7K (-$10.3K)
Filed 2026-11-03
Hanson & Doremus Investment Management
INCREASED
Shares151 from 125
Change+26 (+21%)
Value$54 (-$52.9K)
Filed 2026-10-16
Pacific Center for Financial Services
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$51.8K (-$9.6K)
Filed 2026-10-15
Schuylkill Financial LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$47.9K (-$8.9K)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$47.5K (-$8.8K)
Filed 2026-10-21
Bear Mountain Capital, Inc.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$47.2K (-$5.3K)
Filed 2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$44.4K (-$8.2K)
Filed 2026-10-16
Miller Wealth Advisors, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$42.2K (-$7.8K)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
INCREASED
Shares118 from 99
Change+19 (+19%)
Value$41.9K (+$229)
Filed 2026-10-16
TLW Wealth Management, LLC
INCREASED
Shares115 from 111
Change+4 (+4%)
Value$40.8K (-$5.9K)
Filed 2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$41.0K (-$7.6K)
Filed 2026-10-15
Montgomery Financial Services LLC
INCREASED
Shares114 from 96
Change+18 (+19%)
Value$40.4K (+$70)
Filed 2026-11-03
Entrust Financial LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$39.4K (-$7.3K)
Filed 2026-11-04
Glynn Capital Management LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$39.4K (-$7.3K)
Filed 2026-10-07
Navigoe, LLC
DECREASED
Shares106 from 107
Change-1 (-1%)
Value$37 (-$45.0K)
Filed 2026-11-04
Birchbrook, Inc.
INCREASED
Shares105 from 100
Change+5 (+5%)
Value$37.3K (-$4.8K)
Filed 2026-10-14
Key Capital Management, Inc
DECREASED
Shares102 from 104
Change-2 (-2%)
Value$36.2K (-$7.6K)
Filed 2026-11-03
Gladstone Capital Management LLP
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$35.5K (-$6.6K)
Filed 2026-11-06
3 Factor Indexing, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$34.8K (-$6.4K)
Filed 2026-10-15
Clean Yield Group
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$34.4K (-$6.4K)
Filed 2026-10-28
One River Asset Management, LLC
DECREASED
Shares96 from 242
Change-146 (-60%)
Value$34.1K (-$67.7K)
Filed 2026-10-21
Ulland Investment Advisors, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$30 (-$6)
Filed 2026-10-13
Chapman Financial Group, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$28.7K (-$5.3K)
Filed 2026-10-26
Friedenthal Financial
INCREASED
Shares77 from 75
Change+2 (+3%)
Value$27.3K (-$4.2K)
Filed 2026-10-27
Arcadia Investment Advisors LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$27.2K (-$5.0K)
Filed 2026-10-13
GS Investments, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$26.6K (-$4.9K)
Filed 2026-11-05
Northstar Asset Management Co
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$29.0K (+$5.5K)
Filed 2026-10-22
Redwood Park Advisors LLC
DECREASED
Shares71 from 132
Change-61 (-46%)
Value$25.2K (-$30.3K)
Filed 2026-11-02
10Elms LLP
INCREASED
Shares70 from 50
Change+20 (+40%)
Value$24.8K (+$3.8K)
Filed 2026-11-06
First Community Trust NA
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$24.8K (-$4.6K)
Filed 2026-10-07
Fairway Wealth LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$24.8K (-$4.6K)
Filed 2026-10-30
Financial Freedom, LLC
NEW
Shares67
Change+67
Value$23.8K
Filed 2026-11-06
PayPay Securities Corp
INCREASED
Shares63 from 60
Change+3 (+5%)
Value$22.4K (-$2.9K)
Filed 2026-10-27
MB, Levis & Associates, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$22.4K (-$4.1K)
Filed 2026-10-16
Steph & Co
INCREASED
Shares62 from 57
Change+5 (+9%)
Value$22.0K (-$2.0K)
Filed 2026-10-07
SBK Financial, Inc.
DECREASED
Shares60 from 92
Change-32 (-35%)
Value$21.3K (-$17.4K)
Filed 2026-11-02
Networth Advisors, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$19.9K (-$3.7K)
Filed 2026-11-03
Carota Wealth Management
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$19.5K (-$3.6K)
Filed 2026-11-03
Luken Investment Analytics, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$19.2K (-$3.6K)
Filed 2026-11-06
Essential Investment Partners LLC
INCREASED
Shares52 from 7
Change+45 (+643%)
Value$18.5K (+$15.5K)
Filed 2026-10-27
Old Second National Bank of Aurora
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$17.7K (-$3.3K)
Filed 2026-10-22
Midwest Capital Advisors, LLC
INCREASED
Shares49 from 27
Change+22 (+81%)
Value$17.4K (+$6.0K)
Filed 2026-11-04
Byrne Asset Management LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$16.6K (-$3.1K)
Filed 2026-10-06
Daytona Street Capital LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$17.4K (-$1.4K)
Filed 2026-10-15
Peoples Financial Services Corp.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$16.0K (-$3.0K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
NEW
Shares43
Change+43
Value$15.3K
Filed 2026-11-05
Lynch Investment Planning, LLC
NEW
Shares41
Change+41
Value$14.5K
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$14.5K (-$2.7K)
Filed 2026-10-13
Breakwater Investment Management
INCREASED
Shares40 from 20
Change+20 (+100%)
Value$14.2K (+$5.8K)
Filed 2026-10-20
Spurstone Advisory Services, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$14.2K (-$2.8K)
Filed 2026-11-02
Dorato Capital Management
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$14.7K (-$1.2K)
Filed 2026-10-08
Granite FO LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$13.1K (-$2.4K)
Filed 2026-10-14
CFG Wealth Management Services, Inc.
NEW
Shares36
Change+36
Value$12.7K
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares36 from 66
Change-30 (-45%)
Value$12.8K (-$15.0K)
Filed 2026-10-28
Winthrop Capital Management, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$12.8K (-$2.2K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$11.7K (-$2.2K)
Filed 2026-11-02
WestEnd Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$11.0K (-$2.0K)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares30
Change+30
Value$10.6K
Filed 2026-10-29
Newton One Investments LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$10.6K (-$2.0K)
Filed 2026-10-14
Sawyer & Company, Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$10.6K (-$2.0K)
Filed 2026-10-21
Hoertkorn Richard Charles
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$10.6K (-$2.0K)
Filed 2026-11-04
Louisbourg Investments Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$10.3K (-$1.9K)
Filed 2026-10-20
Miller Global Investments, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$9.2K (-$1.7K)
Filed 2026-10-02
Monetary Solutions, Ltd
INCREASED
Shares25 from 20
Change+5 (+25%)
Value$8.9K (+$458)
Filed 2026-10-22
High Point Wealth Management, LLC
DECREASED
Shares20 from 80
Change-60 (-75%)
Value$7.1K (-$26.6K)
Filed 2026-11-05
Eukles Asset Management
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6.7K (-$1.2K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$6.0K (-$1.1K)
Filed 2026-10-09
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$6.0K (-$1.1K)
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares16
Change+16
Value$5.7K
Filed 2026-10-27
Whipplewood Advisors, LLC
DECREASED
Shares16 from 221
Change-205 (-93%)
Value$5.7K (-$87.3K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED
Shares12 from 157
Change-145 (-92%)
Value$4.3K (-$61.8K)
Filed 2026-10-14
RHL Group, LLC
DECREASED
Shares12 from 118
Change-106 (-90%)
Value$4.3K (-$45.4K)
Filed 2026-11-04
Manitou Investment Management Ltd.
NEW
Shares11
Change+11
Value$3.9K
Filed 2026-10-15
Boit C F David
NEW
Shares10
Change+10
Value$3.5K
Filed 2026-10-29
MilWealth Group LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.5K (-$657)
Filed 2026-11-02
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.2K (-$592)
Filed 2026-10-23
Catherine Avery Investment Management LLC
NEW
Shares8
Change+8
Value$2.8K
Filed 2026-10-14
Clayton Financial Group LLC
NEW
Shares8
Change+8
Value$2.8K
Filed 2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.8K (-$527)
Filed 2026-10-27
DB Fitzpatrick & Co, Inc
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$2.1K (+$447)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.1K (-$395)
Filed 2026-10-23
Piscataqua Savings Bank
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.4K (-$263)
Filed 2026-10-21
Inspire Investing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.1K (-$198)
Filed 2026-10-22
Decker Retirement Planning Inc.
DECREASED
Shares2 from 216
Change-214 (-99%)
Value$717 (-$90.1K)
Filed 2026-10-19
4Thought Financial Group Inc.
NEW
Shares1
Change+1
Value$275
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 763,327
Change-763,327 (-100%)
Value$0 (-$321.1M)
Filed 2026-11-05
Kapitalo Investimentos Ltda
CLOSED
Shares0 from 300,429
Change-300,429 (-100%)
Value$0 (-$126.4M)
Filed 2026-10-20
Simplex Trading, LLC
CLOSED
Shares0 from 150,665
Change-150,665 (-100%)
Value$0 (-$63.4M)
Filed 2026-11-04
Belvedere Trading LLC
CLOSED
Shares0 from 109,423
Change-109,423 (-100%)
Value$0 (-$46.0M)
Filed 2026-11-05
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 85,800
Change-85,800 (-100%)
Value$0 (-$36.1M)
Filed 2026-11-04
Deltec Asset Management LLC
CLOSED
Shares0 from 16,679
Change-16,679 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 14,240
Change-14,240 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-29
BSN Capital Partners Ltd
CLOSED
Shares0 from 12,531
Change-12,531 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-23
Blue Jean Financial LLC
CLOSED
Shares0 from 12,469
Change-12,469 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-20
Artemis Wealth Advisors, LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Vanderbilt University
CLOSED
Shares0 from 5,800
Change-5,800 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-02
WBI Investments, LLC
CLOSED
Shares0 from 5,211
Change-5,211 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-05
Check Capital Management Inc
CLOSED
Shares0 from 4,700
Change-4,700 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
Spartan Planning & Wealth Management
CLOSED
Shares0 from 3,243
Change-3,243 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-13
R Squared Ltd
CLOSED
Shares0 from 3,178
Change-3,178 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
B&D White Capital Company, LLC
CLOSED
Shares0 from 2,689
Change-2,689 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 2,438
Change-2,438 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Keystone Global Partners, LLC
CLOSED
Shares0 from 2,292
Change-2,292 (-100%)
Value$0 (-$964.0K)
Filed 2026-10-13
Consilium Wealth Advisory, LLC
CLOSED
Shares0 from 2,182
Change-2,182 (-100%)
Value$0 (-$917.7K)
Filed 2026-10-14
Leisure Capital Management
CLOSED
Shares0 from 1,999
Change-1,999 (-100%)
Value$0 (-$840.8K)
Filed 2026-11-03
Aspetuck Financial Management LLC
CLOSED
Shares0 from 1,810
Change-1,810 (-100%)
Value$0 (-$761.3K)
Filed 2026-11-04
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 1,793
Change-1,793 (-100%)
Value$0 (-$754.1K)
Filed 2026-10-26
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$569.1K)
Filed 2026-10-16
Hanseatic Management Services Inc
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$399.6K)
Filed 2026-10-27
Beirne Wealth Consulting Services, LLC
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$387.0K)
Filed 2026-10-19
FNY Investment Advisers, LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$373)
Filed 2026-10-16
Dillon & Associates Inc
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$366.0K)
Filed 2026-10-22
Verus Wealth Management, LLC
CLOSED
Shares0 from 863
Change-863 (-100%)
Value$0 (-$363.0K)
Filed 2026-10-13
Gunderson Capital Management LLC
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$359.6K)
Filed 2026-10-15
Sentinel Trust Co LBA
CLOSED
Shares0 from 852
Change-852 (-100%)
Value$0 (-$358)
Filed 2026-11-03
Corepath Wealth Partners LLC
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$314.3K)
Filed 2026-10-21
Solutions 4 Wealth, Ltd
CLOSED
Shares0 from 754
Change-754 (-100%)
Value$0 (-$317.1K)
Filed 2026-11-03
AUA Capital Management, LLC
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$309.1K)
Filed 2026-10-15
WoodTrust Financial Corp
CLOSED
Shares0 from 733
Change-733 (-100%)
Value$0 (-$308.0K)
Filed 2026-10-09
Berkeley, Inc
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$304.9K)
Filed 2026-10-20
GEM Asset Management, LLC
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$305.1K)
Filed 2026-10-13
Hofer & Associates. Inc
CLOSED
Shares0 from 712
Change-712 (-100%)
Value$0 (-$299.5K)
Filed 2026-10-13
BCM Advisors, LLC
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$217.6K)
Filed 2026-11-03
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 692
Change-692 (-100%)
Value$0 (-$291.1K)
Filed 2026-10-15
WJ Wealth Management, LLC
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$290.2K)
Filed 2026-11-03
Capital Wealth Alliance, LLC
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$275.5K)
Filed 2026-10-20
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$269.2K)
Filed 2026-10-14
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$267.4K)
Filed 2026-10-09
CGN Advisors LLC
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$266.9K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
CLOSED
Shares0 from 616
Change-616 (-100%)
Value$0 (-$259.1K)
Filed 2026-11-05
First City Capital Management, Inc.
CLOSED
Shares0 from 608
Change-608 (-100%)
Value$0 (-$255.7K)
Filed 2026-10-27
Valley Forge Investment Consultants Inc ADV
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$242.1K)
Filed 2026-11-03
Lutz Financial Services LLC
CLOSED
Shares0 from 564
Change-564 (-100%)
Value$0 (-$237.2K)
Filed 2026-11-06
Cynosure Group, LLC
CLOSED
Shares0 from 564
Change-564 (-100%)
Value$0 (-$237.0K)
Filed 2026-11-03
Mogy Joel R Investment Counsel Inc
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-13
Westhampton Capital, LLC
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-30
Savior LLC
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-13
Hartline Investment Corp/
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$234.3K)
Filed 2026-10-13
Leeward Financial Partners, LLC
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-23
MRA Advisory Group
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$231.8K)
Filed 2026-10-07
RF&L Wealth Management, LLC
CLOSED
Shares0 from 545
Change-545 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-20
Bluesphere Advisors LLC
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-19
McMill Wealth Management
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$228.0K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$226.3K)
Filed 2026-11-05
Persium Advisors, LLC
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-07
Armstrong Henry H Associates Inc
CLOSED
Shares0 from 534
Change-534 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-07
Northern Capital Management, Inc.
CLOSED
Shares0 from 534
Change-534 (-100%)
Value$0 (-$224.6K)
Filed 2026-11-05
Carnegie Lake Advisors LLC
CLOSED
Shares0 from 531
Change-531 (-100%)
Value$0 (-$223.3K)
Filed 2026-11-06
Blvd Private Wealth, LLC
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$222.9K)
Filed 2026-10-14
Kenora Financial, LLC
CLOSED
Shares0 from 529
Change-529 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-20
Saxon Interests, Inc.
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-26
Uncommon Cents Investing Inc
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$221.7K)
Filed 2026-10-20
Fluent Financial, LLC
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-13
Stillwater Wealth Management Group
CLOSED
Shares0 from 524
Change-524 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-21
Wetzel Investment Advisors, Inc.
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-13
Verity & Verity, LLC
CLOSED
Shares0 from 521
Change-521 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-23
Baker Ellis Asset Management LLC
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-14
Hippocratic Financial Advisors, LLC
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$216.6K)
Filed 2026-10-13
Capital City Trust Co
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-22
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 511
Change-511 (-100%)
Value$0 (-$214.8K)
Filed 2026-10-20
Uptown Financial Advisors LLC
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 508
Change-508 (-100%)
Value$0 (-$213.7K)
Filed 2026-10-15
OxenFree Capital LLC
CLOSED
Shares0 from 507
Change-507 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-07
Rainey & Randall Wealth Advisors Inc.
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-26
Sound Stewardship, LLC
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-14
James Investment Research, Inc.
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-22
R. W. Roge & Company, Inc.
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$211.0K)
Filed 2026-11-04
First Citizens Financial Corp
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-02
Stephen J. Garry & Associates, LLC
CLOSED
Shares0 from 501
Change-501 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-05
Moody Lynn Lieberson & Walker, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-14
Whitcomb & Hess, Inc.
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-07
Carret Asset Management, LLC
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$209.0K)
Filed 2026-11-04
Polaris Investment Advisors, LLC
CLOSED
Shares0 from 496
Change-496 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-20
Atwater Malick LLC
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-15
Hiley Hunt Wealth Management
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-08
Matrix Asset Advisors Inc
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-13
Pacific Wealth Strategies Group, Inc.
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-02
Cooper S Advisors, LLC
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-03
Ellis Investment Partners, LLC
CLOSED
Shares0 from 491
Change-491 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-21
Portland Financial Advisors Inc
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-26
VVR Holdings LLC
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-19
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-08
Higgins & Schmidt Wealth Strategies LLC
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$203.6K)
Filed 2026-11-03
Madson Wealth Advisors Inc
CLOSED
Shares0 from 483
Change-483 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-13
Collaborative Capital Advisors LLC
CLOSED
Shares0 from 481
Change-481 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-06
Crew Capital Management, Ltd
CLOSED
Shares0 from 481
Change-481 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-28
Tableaux LLC
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-23
A4 Wealth Advisors LLC
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-20
WealthSpring Partners, LLC
CLOSED
Shares0 from 477
Change-477 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-14
Viewpoint Capital Management LLC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$159.0K)
Filed 2026-10-27
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$153.9K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$91.3K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$77.8K)
Filed 2026-10-26
Merrithew & Thorsten Inc
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$52)
Filed 2026-11-06
Keystone Financial Group, Inc.
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-13
Prism Advisors, Inc.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-09
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$22)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$14)
Filed 2026-11-06
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-16
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$4.5M (-$291.3K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 214,123,129
Change-214,123,129 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 184,023,551
Change-184,023,551 (-100%)
Value—
State Street Corp
N/A
Shares— from 117,456,756
Change-117,456,756 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 55,464,442
Change-55,464,442 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 49,550,535
Change-49,550,535 (-100%)
Value—
Capital World Investors
N/A
Shares— from 45,735,669
Change-45,735,669 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 41,972,287
Change-41,972,287 (-100%)
Value—
FMR LLC
N/A
Shares— from 39,766,224
Change-39,766,224 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 38,872,087
Change-38,872,087 (-100%)
Value—
Norges Bank
N/A
Shares— from 38,812,422
Change-38,812,422 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,060,669
Change-31,060,669 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 25,815,785
Change-25,815,785 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 25,141,239
Change-25,141,239 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 20,293,894
Change-20,293,894 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 19,532,936
Change-19,532,936 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 19,281,939
Change-19,281,939 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 18,117,418
Change-18,117,418 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 16,205,509
Change-16,205,509 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,961,817
Change-15,961,817 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 12,679,478
Change-12,679,478 (-100%)
Value—
Bamco Inc
N/A
Shares— from 12,524,752
Change-12,524,752 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 11,206,674
Change-11,206,674 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,854,642
Change-10,854,642 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 9,841,129
Change-9,841,129 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,036,619
Change-9,036,619 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 8,570,234
Change-8,570,234 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 8,499,204
Change-8,499,204 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 7,937,695
Change-7,937,695 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 7,476,246
Change-7,476,246 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,023,233
Change-7,023,233 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 6,961,359
Change-6,961,359 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,858,150
Change-6,858,150 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,658,037
Change-6,658,037 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 6,103,030
Change-6,103,030 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,083,324
Change-6,083,324 (-100%)
Value—
National Pension Service
N/A
Shares— from 6,022,001
Change-6,022,001 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,723,603
Change-5,723,603 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 5,647,250
Change-5,647,250 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 5,574,336
Change-5,574,336 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,879,546
Change-4,879,546 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,349,492
Change-4,349,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,316,150
Change-4,316,150 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 4,273,058
Change-4,273,058 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,091,989
Change-4,091,989 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,926,737
Change-3,926,737 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 3,766,106
Change-3,766,106 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,575,532
Change-3,575,532 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 3,555,000
Change-3,555,000 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 3,380,400
Change-3,380,400 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,328,835
Change-3,328,835 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 3,199,616
Change-3,199,616 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,035,031
Change-3,035,031 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,008,189
Change-3,008,189 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,897,775
Change-2,897,775 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,861,596
Change-2,861,596 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 2,759,800
Change-2,759,800 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,662,821
Change-2,662,821 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 2,519,429
Change-2,519,429 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,514,335
Change-2,514,335 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,477,311
Change-2,477,311 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,395,155
Change-2,395,155 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,334,250
Change-2,334,250 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,263,678
Change-2,263,678 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,188,456
Change-2,188,456 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,158,459
Change-2,158,459 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 2,157,941
Change-2,157,941 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,106,475
Change-2,106,475 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 2,065,970
Change-2,065,970 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 2,053,052
Change-2,053,052 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,051,446
Change-2,051,446 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 2,008,337
Change-2,008,337 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,987,245
Change-1,987,245 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,984,604
Change-1,984,604 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,949,867
Change-1,949,867 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,893,990
Change-1,893,990 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,842,395
Change-1,842,395 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,831,467
Change-1,831,467 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,803,666
Change-1,803,666 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,792,889
Change-1,792,889 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,758,733
Change-1,758,733 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,757,117
Change-1,757,117 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,723,115
Change-1,723,115 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,689,993
Change-1,689,993 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,623,903
Change-1,623,903 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,596,029
Change-1,596,029 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,576,565
Change-1,576,565 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,561,958
Change-1,561,958 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,508,238
Change-1,508,238 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,501,177
Change-1,501,177 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,501,028
Change-1,501,028 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,476,812
Change-1,476,812 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,452,800
Change-1,452,800 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,439,795
Change-1,439,795 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,405,450
Change-1,405,450 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,362,410
Change-1,362,410 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,335,968
Change-1,335,968 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,325,853
Change-1,325,853 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,322,989
Change-1,322,989 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,278,519
Change-1,278,519 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,257,370
Change-1,257,370 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,246,039
Change-1,246,039 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,241,152
Change-1,241,152 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,226,238
Change-1,226,238 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,192,753
Change-1,192,753 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,166,157
Change-1,166,157 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,150,181
Change-1,150,181 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,132,308
Change-1,132,308 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 1,125,788
Change-1,125,788 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,113,250
Change-1,113,250 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,110,960
Change-1,110,960 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 1,110,417
Change-1,110,417 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,109,755
Change-1,109,755 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,055,073
Change-1,055,073 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,044,446
Change-1,044,446 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,008,225
Change-1,008,225 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 997,974
Change-997,974 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 965,345
Change-965,345 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 962,443
Change-962,443 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 961,495
Change-961,495 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 958,277
Change-958,277 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 957,681
Change-957,681 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 952,455
Change-952,455 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 915,687
Change-915,687 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 912,792
Change-912,792 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 911,808
Change-911,808 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 893,250
Change-893,250 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 885,706
Change-885,706 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 864,452
Change-864,452 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 851,661
Change-851,661 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 844,898
Change-844,898 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 823,608
Change-823,608 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 817,031
Change-817,031 (-100%)
Value—
ING Groep NV
N/A
Shares— from 808,895
Change-808,895 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 806,491
Change-806,491 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 804,843
Change-804,843 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 794,509
Change-794,509 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 760,555
Change-760,555 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 759,222
Change-759,222 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 749,828
Change-749,828 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 737,984
Change-737,984 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 730,641
Change-730,641 (-100%)
Value—
Ossiam
N/A
Shares— from 714,245
Change-714,245 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 703,534
Change-703,534 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 687,262
Change-687,262 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 668,759
Change-668,759 (-100%)
Value—
Man Group plc
N/A
Shares— from 658,974
Change-658,974 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 649,933
Change-649,933 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 646,095
Change-646,095 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 643,163
Change-643,163 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 642,399
Change-642,399 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 624,137
Change-624,137 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 608,198
Change-608,198 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 597,742
Change-597,742 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 569,259
Change-569,259 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 553,524
Change-553,524 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 547,816
Change-547,816 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 532,816
Change-532,816 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 532,480
Change-532,480 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 523,630
Change-523,630 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 519,500
Change-519,500 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 519,457
Change-519,457 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 516,863
Change-516,863 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 495,984
Change-495,984 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 495,615
Change-495,615 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 487,632
Change-487,632 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 478,701
Change-478,701 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 475,664
Change-475,664 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 472,800
Change-472,800 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 472,304
Change-472,304 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 466,647
Change-466,647 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 465,267
Change-465,267 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 455,491
Change-455,491 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 443,539
Change-443,539 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 438,248
Change-438,248 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 437,508
Change-437,508 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 433,284
Change-433,284 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 431,726
Change-431,726 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 426,332
Change-426,332 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 421,930
Change-421,930 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 419,025
Change-419,025 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 417,053
Change-417,053 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 414,776
Change-414,776 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 413,723
Change-413,723 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 413,671
Change-413,671 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 409,932
Change-409,932 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 407,136
Change-407,136 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 401,900
Change-401,900 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 397,700
Change-397,700 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 390,184
Change-390,184 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 388,270
Change-388,270 (-100%)
Value—
Pureheart Capital Pte Ltd.
N/A
Shares— from 376,050
Change-376,050 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 365,126
Change-365,126 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 361,000
Change-361,000 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 343,313
Change-343,313 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 341,989
Change-341,989 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 340,345
Change-340,345 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 332,911
Change-332,911 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 332,000
Change-332,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 331,830
Change-331,830 (-100%)
Value—
Capital International LTD
N/A
Shares— from 326,294
Change-326,294 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 323,359
Change-323,359 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 322,476
Change-322,476 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 321,571
Change-321,571 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 319,151
Change-319,151 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 309,478
Change-309,478 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 308,800
Change-308,800 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 308,213
Change-308,213 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 306,844
Change-306,844 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 302,296
Change-302,296 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 300,827
Change-300,827 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 287,102
Change-287,102 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 285,735
Change-285,735 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 285,601
Change-285,601 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 283,583
Change-283,583 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 283,458
Change-283,458 (-100%)
Value—
Prudential PLC
N/A
Shares— from 281,294
Change-281,294 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 280,124
Change-280,124 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 275,306
Change-275,306 (-100%)
Value—
Blair William & Co
N/A
Shares— from 273,193
Change-273,193 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 270,280
Change-270,280 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 270,235
Change-270,235 (-100%)
Value—
Allstate Corp
N/A
Shares— from 264,271
Change-264,271 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 260,546
Change-260,546 (-100%)
Value—
&partners
N/A
Shares— from 254,220
Change-254,220 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 251,840
Change-251,840 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 249,823
Change-249,823 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 247,631
Change-247,631 (-100%)
Value—
CloudAlpha Capital Management Limited Kong
N/A
Shares— from 243,300
Change-243,300 (-100%)
Value—
WIM Investment Management Ltd
N/A
Shares— from 243,230
Change-243,230 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 242,999
Change-242,999 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 241,669
Change-241,669 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 238,220
Change-238,220 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 235,811
Change-235,811 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 235,666
Change-235,666 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 233,875
Change-233,875 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 229,701
Change-229,701 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 227,010
Change-227,010 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 223,026
Change-223,026 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 220,406
Change-220,406 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 212,709
Change-212,709 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 208,849
Change-208,849 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 208,584
Change-208,584 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 205,790
Change-205,790 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 204,275
Change-204,275 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 204,216
Change-204,216 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 203,327
Change-203,327 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 201,813
Change-201,813 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 201,519
Change-201,519 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 200,981
Change-200,981 (-100%)
Value—
FIL Ltd
N/A
Shares— from 199,708
Change-199,708 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 197,003
Change-197,003 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 192,952
Change-192,952 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 192,857
Change-192,857 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 185,093
Change-185,093 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 184,346
Change-184,346 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 182,794
Change-182,794 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 181,733
Change-181,733 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 178,132
Change-178,132 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 170,697
Change-170,697 (-100%)
Value—
CIBC Capital Markets (Europe) S.A.
N/A
Shares— from 155,774
Change-155,774 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 149,105
Change-149,105 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 148,812
Change-148,812 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 148,181
Change-148,181 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 145,539
Change-145,539 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 144,986
Change-144,986 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 144,067
Change-144,067 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 143,766
Change-143,766 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 141,170
Change-141,170 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 140,296
Change-140,296 (-100%)
Value—
Capital International Investors
N/A
Shares— from 140,224
Change-140,224 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 140,100
Change-140,100 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 139,879
Change-139,879 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 139,388
Change-139,388 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 138,900
Change-138,900 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 138,114
Change-138,114 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 137,670
Change-137,670 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 136,636
Change-136,636 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 133,963
Change-133,963 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 133,093
Change-133,093 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 131,616
Change-131,616 (-100%)
Value—
Commerce Bank
N/A
Shares— from 129,078
Change-129,078 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 125,496
Change-125,496 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 125,377
Change-125,377 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 124,425
Change-124,425 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 124,000
Change-124,000 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 120,938
Change-120,938 (-100%)
Value—
Capricorn Investment Group LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 117,483
Change-117,483 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 115,014
Change-115,014 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 113,476
Change-113,476 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 113,345
Change-113,345 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 112,891
Change-112,891 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 111,476
Change-111,476 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 111,419
Change-111,419 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 110,877
Change-110,877 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 109,058
Change-109,058 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 106,769
Change-106,769 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 104,547
Change-104,547 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 104,461
Change-104,461 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 103,089
Change-103,089 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 102,095
Change-102,095 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 102,016
Change-102,016 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 101,503
Change-101,503 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 101,456
Change-101,456 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 100,882
Change-100,882 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 100,847
Change-100,847 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 100,786
Change-100,786 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 100,729
Change-100,729 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 100,569
Change-100,569 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 100,289
Change-100,289 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 99,244
Change-99,244 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 99,212
Change-99,212 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 97,519
Change-97,519 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 97,311
Change-97,311 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 96,755
Change-96,755 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 96,742
Change-96,742 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 94,218
Change-94,218 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 94,154
Change-94,154 (-100%)
Value—
Strategy Capital LLC
N/A
Shares— from 93,903
Change-93,903 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 93,847
Change-93,847 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 90,265
Change-90,265 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 89,311
Change-89,311 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 88,539
Change-88,539 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 87,754
Change-87,754 (-100%)
Value—
Allianz SE
N/A
Shares— from 87,276
Change-87,276 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 86,846
Change-86,846 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 86,537
Change-86,537 (-100%)
Value—
Tao Capital Management LP
N/A
Shares— from 86,250
Change-86,250 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 86,165
Change-86,165 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 85,832
Change-85,832 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 85,396
Change-85,396 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 84,793
Change-84,793 (-100%)
Value—
Capital Impact Advisors, LLC
N/A
Shares— from 84,312
Change-84,312 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 83,598
Change-83,598 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 82,916
Change-82,916 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 82,118
Change-82,118 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 79,333
Change-79,333 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 78,291
Change-78,291 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 78,140
Change-78,140 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 78,037
Change-78,037 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 77,451
Change-77,451 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 77,042
Change-77,042 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 76,460
Change-76,460 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 73,922
Change-73,922 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 73,845
Change-73,845 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 73,310
Change-73,310 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 71,228
Change-71,228 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 70,955
Change-70,955 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 70,839
Change-70,839 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 70,714
Change-70,714 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 70,574
Change-70,574 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 69,846
Change-69,846 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 69,564
Change-69,564 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 69,522
Change-69,522 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 68,681
Change-68,681 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 68,301
Change-68,301 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 67,442
Change-67,442 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 66,884
Change-66,884 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 65,823
Change-65,823 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 65,792
Change-65,792 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 63,889
Change-63,889 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 63,311
Change-63,311 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 62,972
Change-62,972 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 62,866
Change-62,866 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 62,554
Change-62,554 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 60,885
Change-60,885 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 60,465
Change-60,465 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 60,013
Change-60,013 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 59,983
Change-59,983 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 59,982
Change-59,982 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 59,963
Change-59,963 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 59,804
Change-59,804 (-100%)
Value—
EFG International AG
N/A
Shares— from 59,375
Change-59,375 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 59,336
Change-59,336 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 58,174
Change-58,174 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 57,986
Change-57,986 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 57,749
Change-57,749 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 57,508
Change-57,508 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 57,461
Change-57,461 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 56,046
Change-56,046 (-100%)
Value—
SC US (Ttgp), Ltd.
N/A
Shares— from 55,407
Change-55,407 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 54,799
Change-54,799 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 53,740
Change-53,740 (-100%)
Value—
Stephens Inc
N/A
Shares— from 53,706
Change-53,706 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 53,667
Change-53,667 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 53,571
Change-53,571 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 53,247
Change-53,247 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 52,747
Change-52,747 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 52,525
Change-52,525 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 52,355
Change-52,355 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 51,170
Change-51,170 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 50,411
Change-50,411 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 50,181
Change-50,181 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 50,104
Change-50,104 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 49,613
Change-49,613 (-100%)
Value—
Nwam LLC
N/A
Shares— from 49,512
Change-49,512 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 49,451
Change-49,451 (-100%)
Value—
NWI Management LP
N/A
Shares— from 49,000
Change-49,000 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 48,719
Change-48,719 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 48,304
Change-48,304 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 48,070
Change-48,070 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 47,960
Change-47,960 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 47,838
Change-47,838 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 47,461
Change-47,461 (-100%)
Value—
Greenlea Lane Capital Management, LLC
N/A
Shares— from 47,390
Change-47,390 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 47,219
Change-47,219 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 47,046
Change-47,046 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 46,960
Change-46,960 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 46,910
Change-46,910 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 46,897
Change-46,897 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 46,884
Change-46,884 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 46,774
Change-46,774 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 45,376
Change-45,376 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 44,725
Change-44,725 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 43,760
Change-43,760 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 43,424
Change-43,424 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 43,236
Change-43,236 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 43,184
Change-43,184 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 42,811
Change-42,811 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 42,752
Change-42,752 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 42,569
Change-42,569 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 42,398
Change-42,398 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 41,177
Change-41,177 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 40,433
Change-40,433 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 40,254
Change-40,254 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 39,734
Change-39,734 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 39,355
Change-39,355 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 38,610
Change-38,610 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 38,300
Change-38,300 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 38,242
Change-38,242 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 38,210
Change-38,210 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,181
Change-38,181 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 37,833
Change-37,833 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 37,311
Change-37,311 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 37,195
Change-37,195 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 37,118
Change-37,118 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 37,105
Change-37,105 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 36,762
Change-36,762 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 36,422
Change-36,422 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 36,042
Change-36,042 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 35,452
Change-35,452 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 35,437
Change-35,437 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 35,210
Change-35,210 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 35,194
Change-35,194 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 35,187
Change-35,187 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 34,936
Change-34,936 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 33,789
Change-33,789 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 33,458
Change-33,458 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 33,309
Change-33,309 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 33,299
Change-33,299 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 33,016
Change-33,016 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 32,561
Change-32,561 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 32,354
Change-32,354 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 31,933
Change-31,933 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 31,879
Change-31,879 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 31,837
Change-31,837 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 31,696
Change-31,696 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 31,453
Change-31,453 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 31,397
Change-31,397 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 31,386
Change-31,386 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 31,256
Change-31,256 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 30,904
Change-30,904 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 30,854
Change-30,854 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 30,600
Change-30,600 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 29,777
Change-29,777 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 29,549
Change-29,549 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 29,536
Change-29,536 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 29,115
Change-29,115 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 29,055
Change-29,055 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 28,930
Change-28,930 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 27,802
Change-27,802 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 27,413
Change-27,413 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 27,409
Change-27,409 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 27,325
Change-27,325 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 27,229
Change-27,229 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 26,522
Change-26,522 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 26,318
Change-26,318 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 25,926
Change-25,926 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 25,688
Change-25,688 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 25,568
Change-25,568 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 25,420
Change-25,420 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 25,393
Change-25,393 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 25,318
Change-25,318 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 25,255
Change-25,255 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 25,253
Change-25,253 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 25,117
Change-25,117 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 25,095
Change-25,095 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 25,078
Change-25,078 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 24,994
Change-24,994 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 24,475
Change-24,475 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 24,252
Change-24,252 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 24,250
Change-24,250 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 24,224
Change-24,224 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 24,177
Change-24,177 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 24,030
Change-24,030 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 23,909
Change-23,909 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 23,848
Change-23,848 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 23,676
Change-23,676 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 23,637
Change-23,637 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 23,333
Change-23,333 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 23,134
Change-23,134 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 23,109
Change-23,109 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 22,951
Change-22,951 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 22,924
Change-22,924 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 22,917
Change-22,917 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 22,826
Change-22,826 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 22,712
Change-22,712 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,696
Change-22,696 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 22,502
Change-22,502 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,337
Change-22,337 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 22,336
Change-22,336 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 22,223
Change-22,223 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 22,027
Change-22,027 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 21,932
Change-21,932 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 21,649
Change-21,649 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 21,586
Change-21,586 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 21,433
Change-21,433 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 21,409
Change-21,409 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 21,138
Change-21,138 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 21,026
Change-21,026 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 20,837
Change-20,837 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 20,666
Change-20,666 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 20,480
Change-20,480 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 20,455
Change-20,455 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 20,254
Change-20,254 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 20,189
Change-20,189 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 20,084
Change-20,084 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 19,709
Change-19,709 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 19,692
Change-19,692 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 19,522
Change-19,522 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 19,486
Change-19,486 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 19,446
Change-19,446 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 19,444
Change-19,444 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 19,438
Change-19,438 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 19,401
Change-19,401 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 19,384
Change-19,384 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 19,081
Change-19,081 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 18,912
Change-18,912 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 18,813
Change-18,813 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 18,456
Change-18,456 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 18,418
Change-18,418 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 18,360
Change-18,360 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 18,329
Change-18,329 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 18,260
Change-18,260 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 18,004
Change-18,004 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 17,981
Change-17,981 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 17,889
Change-17,889 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 17,818
Change-17,818 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 17,594
Change-17,594 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 17,577
Change-17,577 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 17,472
Change-17,472 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 16,963
Change-16,963 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,913
Change-16,913 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 16,899
Change-16,899 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 16,848
Change-16,848 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 16,745
Change-16,745 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 16,718
Change-16,718 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 16,709
Change-16,709 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 16,689
Change-16,689 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 16,617
Change-16,617 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 16,585
Change-16,585 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 16,585
Change-16,585 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 16,538
Change-16,538 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 16,524
Change-16,524 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 16,482
Change-16,482 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 16,341
Change-16,341 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 16,281
Change-16,281 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,214
Change-16,214 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 16,147
Change-16,147 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 15,903
Change-15,903 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 15,882
Change-15,882 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 15,879
Change-15,879 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 15,634
Change-15,634 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 15,411
Change-15,411 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,379
Change-15,379 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 14,972
Change-14,972 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 14,894
Change-14,894 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 14,871
Change-14,871 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 14,761
Change-14,761 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 14,716
Change-14,716 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 14,519
Change-14,519 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 14,513
Change-14,513 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 14,390
Change-14,390 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,307
Change-14,307 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 14,301
Change-14,301 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 14,257
Change-14,257 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 14,136
Change-14,136 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 14,101
Change-14,101 (-100%)
Value—
Simmons Bank
N/A
Shares— from 14,089
Change-14,089 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 14,079
Change-14,079 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 14,032
Change-14,032 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 13,829
Change-13,829 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 13,765
Change-13,765 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 13,744
Change-13,744 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 13,529
Change-13,529 (-100%)
Value—
Deltroit Asset Management (UK) LLP
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 13,305
Change-13,305 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 13,192
Change-13,192 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 13,175
Change-13,175 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 13,035
Change-13,035 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 12,951
Change-12,951 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 12,943
Change-12,943 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 12,880
Change-12,880 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 12,451
Change-12,451 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 12,356
Change-12,356 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 12,318
Change-12,318 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 12,308
Change-12,308 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 11,955
Change-11,955 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 11,878
Change-11,878 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 11,836
Change-11,836 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 11,836
Change-11,836 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 11,723
Change-11,723 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 11,723
Change-11,723 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 11,625
Change-11,625 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 11,601
Change-11,601 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 11,531
Change-11,531 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 11,523
Change-11,523 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 11,488
Change-11,488 (-100%)
Value—
NCP Inc.
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 11,126
Change-11,126 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 11,084
Change-11,084 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,071
Change-11,071 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 11,061
Change-11,061 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 11,015
Change-11,015 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 10,875
Change-10,875 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10,867
Change-10,867 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 10,704
Change-10,704 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 10,497
Change-10,497 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 10,434
Change-10,434 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,158
Change-10,158 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 10,134
Change-10,134 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,087
Change-10,087 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 9,748
Change-9,748 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 9,656
Change-9,656 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,637
Change-9,637 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 9,564
Change-9,564 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 9,486
Change-9,486 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 9,469
Change-9,469 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 9,358
Change-9,358 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 9,323
Change-9,323 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 9,236
Change-9,236 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 9,203
Change-9,203 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 9,160
Change-9,160 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9,151
Change-9,151 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,016
Change-9,016 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 8,974
Change-8,974 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
CNB Bank
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,747
Change-8,747 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 8,728
Change-8,728 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 8,666
Change-8,666 (-100%)
Value—
Optas, LLC
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 8,449
Change-8,449 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 8,444
Change-8,444 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
Ketron Financial
N/A
Shares— from 8,258
Change-8,258 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,196
Change-8,196 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 8,105
Change-8,105 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 7,995
Change-7,995 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
United Bank
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 7,861
Change-7,861 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 7,812
Change-7,812 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,735
Change-7,735 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 7,678
Change-7,678 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 7,591
Change-7,591 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 7,527
Change-7,527 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 7,448
Change-7,448 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
EWA, LLC
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
S&CO Inc
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 7,168
Change-7,168 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 7,123
Change-7,123 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 6,978
Change-6,978 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,974
Change-6,974 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,838
Change-6,838 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,802
Change-6,802 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,488
Change-6,488 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 6,399
Change-6,399 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 6,264
Change-6,264 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Spark Investment Management LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 5,936
Change-5,936 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 5,901
Change-5,901 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Calydon Capital
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 5,814
Change-5,814 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 5,369
Change-5,369 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 5,129
Change-5,129 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 4,794
Change-4,794 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,789
Change-4,789 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 4,394
Change-4,394 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 4,139
Change-4,139 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Ttrf Capital Ltd
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Rogco, LP
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
American Trust
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
AXA S.A.
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 987
Change-987 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 984
Change-984 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 959
Change-959 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 954
Change-954 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 937
Change-937 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 935
Change-935 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 921
Change-921 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 909
Change-909 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 908
Change-908 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 899
Change-899 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 891
Change-891 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 888
Change-888 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 884
Change-884 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 882
Change-882 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 866
Change-866 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 854
Change-854 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 822
Change-822 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 816
Change-816 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 811
Change-811 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 785
Change-785 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 780
Change-780 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 776
Change-776 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 768
Change-768 (-100%)
Value—
Boston Partners
N/A
Shares— from 765
Change-765 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 762
Change-762 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 758
Change-758 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 757
Change-757 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 747
Change-747 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 747
Change-747 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 746
Change-746 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 734
Change-734 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 726
Change-726 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 720
Change-720 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 714
Change-714 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 713
Change-713 (-100%)
Value—
CIM, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 704
Change-704 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 689
Change-689 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 685
Change-685 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 683
Change-683 (-100%)
Value—
FCA Corp
N/A
Shares— from 683
Change-683 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 674
Change-674 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 666
Change-666 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 665
Change-665 (-100%)
Value—
Members Trust Co
N/A
Shares— from 665
Change-665 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 645
Change-645 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 636
Change-636 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 636
Change-636 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 635
Change-635 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 628
Change-628 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 618
Change-618 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 617
Change-617 (-100%)
Value—
S&T Bank
N/A
Shares— from 617
Change-617 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 615
Change-615 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 613
Change-613 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 597
Change-597 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 596
Change-596 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 585
Change-585 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 580
Change-580 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 570
Change-570 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 570
Change-570 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Bank OZK
N/A
Shares— from 562
Change-562 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 560
Change-560 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 554
Change-554 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 552
Change-552 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 545
Change-545 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 541
Change-541 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 535
Change-535 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Varcov Co.
N/A
Shares— from 528
Change-528 (-100%)
Value—
Step Capital Management Pte. Ltd.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 524
Change-524 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 511
Change-511 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 509
Change-509 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 507
Change-507 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 500
Change-500 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Symmetry Peak Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 497
Change-497 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 490
Change-490 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 490
Change-490 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 487
Change-487 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 486
Change-486 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 467
Change-467 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 437
Change-437 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 395
Change-395 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 385
Change-385 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 345
Change-345 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
BNP Paribas
N/A
Shares— from 317
Change-317 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 312
Change-312 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 225
Change-225 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Motco
N/A
Shares— from 220
Change-220 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 198
Change-198 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 173
Change-173 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 165
Change-165 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 135
Change-135 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 107
Change-107 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 80
Change-80 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 65
Change-65 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 55
Change-55 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 50
Change-50 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 30
Change-30 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 18
Change-18 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 13
Change-13 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 11
Change-11 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Quarry LP
N/A
Shares— from 6
Change-6 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 0
Change0
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED69,899,41968,914,720+984,699+1%$28.9B$24.7B-$4.2B2026-11-06
Barclays PLC
INCREASED60,376,67211,521,936+48,854,736+424%$4.8B$21.4B+$16.6B2026-11-06
Amundi
INCREASED22,849,68220,058,846+2,790,836+14%$8.4B$8.1B-$329.5M2026-11-06
Bank of New York Mellon Corp
DECREASED14,215,56714,464,171-248,604-2%$6.1B$5.0B-$1.0B2026-11-05
Deutsche Bank Ag\
INCREASED10,417,1289,603,163+813,965+8%$4.0B$3.7B-$343.0M2026-11-06
Citigroup Inc
INCREASED8,694,8407,898,070+796,770+10%$3.3B$3.1B-$236.9M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED7,618,1017,122,168+495,933+7%$3.0B$2.7B-$292.6M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED7,454,1607,437,974+16,186+0%$3.1B$2.6B-$483.6M2026-10-29
Dimensional Fund Advisors LP
INCREASED5,164,9115,114,395+50,516+1%$2.2B$1.8B-$318.4M2026-11-04
Assenagon Asset Management S.A.
INCREASED4,149,2163,278,968+870,248+27%$1.4B$1.5B+$93.0M2026-10-15
Principal Financial Group Inc
INCREASED3,794,4343,781,228+13,206+0%$1.6B$1.3B-$244.1M2026-11-02
LPL Financial LLC
INCREASED3,702,0863,558,386+143,700+4%$1.5B$1.3B-$183.1M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED2,893,9471,924,168+969,779+50%$712.7K$1.0M+$310.9K2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED2,383,9422,160,225+223,717+10%$908.6M$845.8M-$62.7M2026-11-03
ProShare Advisors LLC
INCREASED2,283,0552,123,333+159,722+8%$893.1M$810.1M-$83.0M2026-10-29
New York State Teachers Retirement System
DECREASED2,075,9082,161,108-85,200-4%$909.0M$736.6K-$908.2M2026-10-22
Pictet Asset Management Holding SA
INCREASED1,934,8401,865,608+69,232+4%$784.7M$686.5M-$98.2M2026-11-03
Russell Investments Group, Ltd.
DECREASED1,893,1102,246,313-353,203-16%$939.9M$671.0M-$268.9M2026-11-06
Neos Investment Management LLC
INCREASED1,749,8841,552,352+197,532+13%$652.9M$620.9M-$32.0M2026-11-04
PFA Pension, Forsikringsaktieselskab
DECREASED1,643,6551,649,953-6,2980%$694.0M$583.2M-$110.8M2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED1,415,2821,487,217-71,935-5%$624.0M$501.9M-$122.1M2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED1,396,0781,539,701-143,623-9%$647.6M$495.3M-$152.3M2026-10-20
Asset Management One Co., Ltd.
INCREASED1,378,5651,357,562+21,003+2%$571.0M$489.1M-$81.9M2026-10-27
Hyperion Asset Management Ltd
INCREASED1,340,7361,228,138+112,598+9%$516.6M$475.7M-$40.8M2026-10-20
Cardano Risk Management B.V.
INCREASED1,222,923861,418+361,505+42%$362.3K$433.9K+$71.6K2026-10-20
Creative Planning
INCREASED1,213,4371,130,268+83,169+7%$475.4M$430.5M-$44.9M2026-11-02
CIBC Asset Management Inc
INCREASED1,181,6141,106,753+74,861+7%$465.4M$419.2M-$46.2M2026-11-05
Thrivent Financial for Lutherans
DECREASED1,151,2081,214,204-62,996-5%$510.7M$408.4K-$510.3M2026-11-05
Exchange Traded Concepts, LLC
INCREASED1,103,596466,069+637,527+137%$196.0M$391.6M+$195.5M2026-10-28
Daiwa Securities Group Inc.
DECREASED1,085,0391,221,794-136,755-11%$513.9M$385.0M-$128.9M2026-10-29
Retirement Systems of Alabama
INCREASED1,050,729830,752+219,977+26%$349.4M$372.8M+$23.4M2026-11-04
KBC Group NV
INCREASED1,027,795599,175+428,620+72%$252.0M$364.7K-$251.6M2026-10-22
State of New Jersey Common Pension Fund D
INCREASED923,802910,397+13,405+1%$382.9M$327.8M-$55.1M2026-11-05
Swiss Life Asset Management Ltd
DECREASED903,714969,237-65,523-7%$407.7M$320.6M-$87.0M2026-11-03
Sloy Dahl & Holst, LLC
DECREASED893,9651,039,022-145,057-14%$437.0M$317.2M-$119.8M2026-10-14
Xponance LLC
INCREASED841,209805,044+36,165+4%$338.6M$298.5M-$40.1M2026-11-03
OFI Invest Asset Management
INCREASED837,095623,123+213,972+34%$230.1M$262.1M+$32.0M2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED829,336819,136+10,200+1%$344.5M$294.3K-$344.2M2026-10-08
Truist Financial Corp
INCREASED816,231809,995+6,236+1%$340.7M$289.6M-$51.1M2026-10-30
Commonwealth Equity Services, LLC
INCREASED810,706787,760+22,946+3%$331.3M$287.6M-$43.7M2026-11-02
Czech National Bank
INCREASED809,753801,343+8,410+1%$337.0M$287.3M-$49.7M2026-10-13
Arizona State Retirement System
INCREASED801,184780,920+20,264+3%$328.5M$284.3M-$44.2M2026-11-03
Strs Ohio
DECREASED778,705832,840-54,135-6%$350.3M$276.3M-$74.0M2026-10-30
Fifth Third Bancorp
DECREASED761,037772,166-11,129-1%$324.8M$270.0M-$54.7M2026-11-05
Calamos Advisors LLC
INCREASED757,050746,440+10,610+1%$314.0M$268.6M-$45.3M2026-11-02
Prime Capital Management Co Ltd
UNCHANGED719,861719,86100%$302.8M$255.4M-$47.4M2026-11-06
PNC Financial Services Group, Inc.
INCREASED711,322701,047+10,275+1%$294.9M$252.4M-$42.5M2026-11-06
State of Michigan Retirement System
DECREASED708,057720,857-12,800-2%$303.2M$251.2M-$52.0M2026-10-27
SEB Asset Management AB
INCREASED697,665670,003+27,662+4%$281.8M$247.5M-$34.3M2026-11-04
Swedbank AB
INCREASED682,294668,404+13,890+2%$281.1M$242.1M-$39.0M2026-10-27
Nykredit A/S
INCREASED678,856623,903+54,953+9%$262.4M$240.9M-$21.5M2026-11-06
IFM Investors Pty Ltd
INCREASED676,390644,354+32,036+5%$271.0M$240.0M-$31.0M2026-10-14
Rakuten Investment Management, Inc.
INCREASED674,381600,424+73,957+12%$247.3M$237.9M-$9.3M2026-10-30
Neumann Advisory Hong Kong Ltd
UNCHANGED649,768649,76800%$273.3K$230.5K-$42.7K2026-10-08
AGF Management LTD
DECREASED630,526656,200-25,674-4%$276.0M$223.7M-$52.3M2026-11-03
Three Seasons Wealth, LLC
DECREASED627,317627,449-1320%$263.9M$222.6M-$41.3M2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED622,649621,824+825+0%$261.5M$220.9M-$40.6M2026-11-03
Amalgamated Bank
DECREASED560,498572,468-11,970-2%$240.8M$198.9K-$240.6M2026-10-23
MacKenzie Financial Corp
DECREASED558,363707,361-148,998-21%$297.5M$198.1M-$99.4M2026-11-02
Procyon Advisors, LLC
INCREASED551,652549,079+2,573+0%$10.7M$10.0M-$671.2K2026-10-21
Zevenbergen Capital Investments LLC
DECREASED521,985534,122-12,137-2%$224.7M$185.2M-$39.4M2026-10-08
Nisa Investment Advisors, LLC
DECREASED512,718514,382-1,6640%$216.3M$181.9M-$34.4M2026-10-20
Unicom Systems, Inc.
INCREASED510,661448,661+62,000+14%$188.7M$181.2M-$7.5M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED490,592500,327-9,735-2%$210.4M$174.1K-$210.3M2026-11-02
UniSuper Management Pty Ltd
INCREASED482,988422,896+60,092+14%$177.9M$171.4M-$6.5M2026-10-26
LBP AM SA
INCREASED456,349406,049+50,300+12%$170.8M$161.9M-$8.9M2026-11-06
OP Asset Management Ltd
INCREASED438,592344,545+94,047+27%$144.9M$155.6M+$10.7M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED425,548366,825+58,723+16%$144.1M$152.4M+$8.3M2026-10-13
New York Life Investment Management LLC
INCREASED424,474423,945+529+0%$178.3M$150.6M-$27.7M2026-11-04
Gateway Investment Advisers LLC
DECREASED418,231428,717-10,486-2%$180.3M$148.4M-$31.9M2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED417,691403,974+13,717+3%$169.9M$148.2M-$21.7M2026-10-20
Halter Ferguson Financial Inc.
DECREASED416,869629,194-212,325-34%$264.6M$147.9M-$116.7M2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED411,475343,242+68,233+20%$146.0M$145.7M-$273.5K2026-11-04
US Bancorp \de\
DECREASED409,636414,251-4,615-1%$174.2M$145.3M-$28.9M2026-11-05
GF Fund Management Co. Ltd.
INCREASED390,362374,911+15,451+4%$157.7M$138.5M-$19.2M2026-10-26
Lido Advisors, LLC
INCREASED361,647349,077+12,570+4%$146.8M$128.3M-$18.5M2026-11-04
Oregon Public Employees Retirement Fund
INCREASED346,463346,113+350+0%$145.6M$122.9M-$22.6M2026-10-30
Assetmark, Inc
DECREASED343,139373,933-30,794-8%$157.3M$121.7M-$35.5M2026-10-21
Virginia Retirement Systems ET Al
DECREASED333,468384,660-51,192-13%$161.8M$118.3M-$43.5M2026-10-28
Kestra Advisory Services, LLC
INCREASED330,606321,351+9,255+3%$135.2M$117.3M-$17.9M2026-11-02
Candriam S.C.A.
INCREASED322,479313,960+8,519+3%$131.9M$114.8M-$17.1M2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
INCREASED309,930290,530+19,400+7%$122.2M$110.0M-$12.2M2026-10-30
State of Alaska, Department of Revenue
DECREASED308,638317,527-8,889-3%$133.6M$109.5K-$133.4M2026-10-15
ASR Vermogensbeheer N.V.
INCREASED296,638280,761+15,877+6%$118.1M$105.3M-$12.8M2026-10-16
Mutual of America Capital Management LLC
DECREASED291,414293,107-1,693-1%$123.3M$103.4M-$19.9M2026-10-23
Avanza Fonder AB
INCREASED287,507258,128+29,379+11%$108.6M$102.0M-$6.6M2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED286,898279,997+6,901+2%$117.8M$101.8M-$16.0M2026-10-29
Yousif Capital Management, LLC
DECREASED277,971280,084-2,113-1%$117.8M$98.6M-$19.2M2026-10-22
iA Global Asset Management Inc.
INCREASED277,739211,114+66,625+32%$88.8M$98.5K-$88.7M2026-10-29
SteelPeak Wealth, LLC
INCREASED277,241203,996+73,245+36%$85.8M$98.4M+$12.6M2026-10-16
SBI Securities Co., Ltd.
INCREASED276,915258,842+18,073+7%$108.9M$98.3M-$10.6M2026-10-22
Factory Mutual Insurance Co
DECREASED266,550267,550-1,0000%$112.5M$94.6M-$18.0M2026-10-30
Louisiana State Employees Retirement System
DECREASED258,600260,200-1,600-1%$109.4M$91.8M-$17.7M2026-10-20
ABN Amro Investment Solutions
INCREASED248,184193,269+54,915+28%$81.3M$88.1M+$6.8M2026-10-21
Generali Asset Management SPA SGR
INCREASED246,452235,225+11,227+5%$98.9M$87.4M-$11.5M2026-10-26
Ethic Inc.
INCREASED238,044194,777+43,267+22%$81.9M$84.5M+$2.5M2026-11-03
B. Metzler seel. Sohn & Co. AG
DECREASED235,805246,012-10,207-4%$103.5M$83.7M-$19.8M2026-10-30
Privium Fund Management B.V.
DECREASED225,000228,000-3,000-1%$95.9M$79.8M-$16.1M2026-11-03
Gulf International Bank (UK) Ltd
INCREASED221,583218,333+3,250+1%$91.8M$78.6K-$91.8M2026-10-20
Midwest Trust Co
INCREASED214,234185,258+28,976+16%$77.9M$76.0M-$1.9M2026-10-22
Congress Asset Management Co
INCREASED206,3101,565+204,745+13083%$658.2K$73.2M+$72.5M2026-10-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED201,768337,648-135,880-40%$142.0M$71.6M-$70.4M2026-10-15
Kestra Private Wealth Services, LLC
INCREASED187,822184,231+3,591+2%$77.5M$66.6M-$10.8M2026-11-06
Aegon Asset Management UK PLC
DECREASED185,862206,095-20,233-10%$86.7M$65.9M-$20.7M2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
DECREASED182,517204,638-22,121-11%$86.1M$64.8K-$86.0M2026-10-22
Maryland State Retirement & Pension System
INCREASED178,617157,119+21,498+14%$66.1M$63.4M-$2.7M2026-11-05
Oppenheimer & Co Inc
INCREASED178,338160,857+17,481+11%$67.7M$63.3M-$4.4M2026-10-26
KTF Investments, LLC
INCREASED174,945164,956+9,989+6%$69.4M$62.1M-$7.3M2026-10-23
TD Waterhouse Canada Inc.
INCREASED171,170159,516+11,654+7%$67.9M$60.6M-$7.2M2026-10-16
Titleist Asset Management, LLC
DECREASED166,905167,562-6570%$70.5M$59.2M-$11.3M2026-10-08
Global X Japan Co., Ltd.
DECREASED160,249160,288-390%$67.4M$56.9M-$10.6M2026-10-21
Vontobel Holding Ltd.
INCREASED153,654150,752+2,902+2%$63.4M$54.5M-$8.9M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED152,504135,987+16,517+12%$35.9M$36.2M+$245.1K2026-10-16
Hartford Investment Management Co
DECREASED150,835155,635-4,800-3%$65.5M$53.5M-$11.9M2026-11-04
Illinois Municipal Retirement Fund
DECREASED150,447153,300-2,853-2%$64.5M$53.4M-$11.1M2026-11-05
Mirae Asset Securities (USA) Inc.
INCREASED150,38950,240+100,149+199%$21.1M$53.4M+$32.2M2026-10-15
Profund Advisors LLC
DECREASED149,884153,480-3,596-2%$64.6M$53.2M-$11.4M2026-10-29
Motley Fool Asset Management LLC
INCREASED148,036109,948+38,088+35%$46.2M$52.5M+$6.3M2026-10-27
Farther Finance Advisors, LLC
INCREASED142,649118,339+24,310+21%$49.7M$50.6M+$864.3K2026-10-08
New Mexico Educational Retirement Board
UNCHANGED139,900139,90000%$58.8M$49.6K-$58.8M2026-11-05
HB Wealth Management, LLC
INCREASED135,685123,128+12,557+10%$51.8M$48.1M-$3.6M2026-10-23
Crossmark Global Holdings, Inc.
DECREASED135,430148,921-13,491-9%$62.6M$48.1M-$14.6M2026-10-21
Ag2r LA Mondiale Gestion D'actifs
INCREASED133,225123,417+9,808+8%$51.9M$47.3M-$4.6M2026-10-26
Allworth Financial LP
INCREASED132,592112,227+20,365+18%$47.2M$55.8M+$8.6M2026-11-06
Mission Wealth Management, LP
DECREASED132,325159,971-27,646-17%$67.3M$47.0M-$20.3M2026-10-15
Merit Financial Group, LLC
INCREASED132,025120,754+11,271+9%$50.8M$46.8M-$3.9M2026-11-06
UMB Bank, n.a.
DECREASED130,670143,617-12,947-9%$60.4M$46.4M-$14.0M2026-11-06
Natixis
DECREASED129,504421,796-292,292-69%$177.4M$45.9M-$131.5M2026-11-06
Park Avenue Securities LLC
INCREASED128,800125,184+3,616+3%$52.7M$45.7K-$52.6M2026-10-26
Vise Technologies, Inc.
INCREASED126,889111,315+15,574+14%$46.8M$45.0M-$1.8M2026-10-29
Adams Diversified Equity Fund, Inc.
DECREASED126,100127,200-1,100-1%$53.5M$44.7M-$8.8M2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED125,796124,137+1,659+1%$51.8M$44.5M-$7.2M2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED124,454118,606+5,848+5%$49.9M$44.2M-$5.7M2026-10-26
Border to Coast Pensions Partnership Ltd
DECREASED123,422212,124-88,702-42%$89.1M$43.7K-$89.1M2026-10-09
Signaturefd, LLC
INCREASED123,099121,528+1,571+1%$51.1M$43.7M-$7.4M2026-10-23
Balboa Wealth Partners
INCREASED119,936119,742+194+0%$50.4M$42.6M-$7.8M2026-10-20
Straight Path Wealth Management
INCREASED118,591118,395+196+0%$49.8M$42.1M-$7.7M2026-10-23
OAK Ridge Investments LLC
DECREASED115,701121,438-5,737-5%$51.1M$41.1M-$10.0M2026-10-30
J. Safra Sarasin Holding AG
DECREASED115,430120,357-4,927-4%$47.9M$41.9M-$6.0M2026-10-26
Atria Investments, Inc
INCREASED115,213114,499+714+1%$48.2M$40.9M-$7.3M2026-10-15
Apollon Wealth Management, LLC
INCREASED112,784112,627+157+0%$47.4M$40.0M-$7.4M2026-10-23
First Citizens Bank & Trust Co
INCREASED110,08685,268+24,818+29%$35.9M$39.1M+$3.2M2026-10-14
Savant Capital, LLC
DECREASED109,834120,631-10,797-9%$46.6M$39.0M-$7.7M2026-11-06
Brookstone Capital Management
INCREASED109,061107,833+1,228+1%$45.4M$38.7M-$6.7M2026-10-22
Cornerstone Advisors, LLC
UNCHANGED106,428106,42800%$44.8M$37.8M-$7.0M2026-11-06
Baker Avenue Asset Management, LP
INCREASED105,30997,355+7,954+8%$40.9M$37.4M-$3.6M2026-11-06
Howard Capital Management, LLC
DECREASED103,172103,184-120%$43.4M$36.6M-$6.8M2026-10-16
Riverbridge Partners LLC
DECREASED101,375107,923-6,548-6%$45.4M$36.0M-$9.4M2026-11-05
Systrade AG
INCREASED101,0001,000+100,000+10000%$420.6K$35.8M+$35.4M2026-10-09
Jefferies Financial Group Inc.
DECREASED100,489221,923-121,434-55%$93.3M$35.6M-$57.7M2026-11-05
Aberdeen Group plc
DECREASED98,5585,109,041-5,010,483-98%$2.1B$3.9M-$2.1B2026-11-06
AIA Group Ltd
DECREASED97,358117,319-19,961-17%$49.3M$34.5M-$14.8M2026-10-30
Citizens Financial Group Inc
INCREASED96,76191,080+5,681+6%$38.3M$34.3M-$4.0M2026-10-23
Nightview Capital, LLC
DECREASED96,64899,165-2,517-3%$41.7M$34.3M-$7.4M2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED95,99797,534-1,537-2%$41.0M$34.1M-$7.0M2026-10-20
Compagnie Lombard Odier SCmA
INCREASED95,23594,733+502+1%$39.8M$33.8M-$6.1M2026-11-04
Shariaportfolio, Inc.
INCREASED93,98392,368+1,615+2%$38.8M$33.3M-$5.5M2026-10-20
Choreo, LLC
DECREASED93,31893,777-4590%$39.4M$33.1M-$6.3M2026-10-28
Sterling Capital Management LLC
DECREASED93,22197,749-4,528-5%$41.1M$33.1M-$8.0M2026-10-22
D.A. Davidson & Co.
DECREASED93,01499,312-6,298-6%$41.8M$33.0M-$8.8M2026-10-28
Brighton Jones LLC
DECREASED91,66095,186-3,526-4%$40.0M$32.5M-$7.5M2026-11-03
Raiffeisen Bank International AG
INCREASED90,63755,830+34,807+62%$23.0M$32.0M+$9.0M2026-10-28
HUB Investment Partners, LLC
DECREASED90,078112,089-22,011-20%$47.1M$32.0M-$15.2M2026-11-03
North Dakota State Investment Board
INCREASED89,47386,131+3,342+4%$36.2M$31.7M-$4.5M2026-10-27
Wedbush Securities Inc
INCREASED89,25486,199+3,055+4%$36.3M$31.7K-$36.2M2026-10-22
Chilton Capital Management LLC
INCREASED88,75787,693+1,064+1%$36.9M$31.5M-$5.4M2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED88,38285,663+2,719+3%$36.0M$31.4M-$4.7M2026-10-27
Independent Financial Group, LLC
DECREASED86,39591,049-4,654-5%$38.3M$30.7M-$7.6M2026-10-13
Cullen T Bankers, Inc.
INCREASED84,74182,119+2,622+3%$34.5M$30.1M-$4.5M2026-10-28
Triglav Investments, D.O.O.
INCREASED84,33580,724+3,611+4%$34.0M$29.9M-$4.0M2026-11-06
Parallel Advisors, LLC
INCREASED83,45682,883+573+1%$34.9M$29.6M-$5.2M2026-11-03
EverSource Wealth Advisors, LLC
INCREASED83,34081,299+2,041+3%$34.2M$29.6M-$4.6M2026-11-04
Nippon Life Global Investors Americas, Inc.
INCREASED83,22067,770+15,450+23%$28.5M$29.5M+$1.0M2026-10-29
Dynamic Advisor Solutions LLC
INCREASED81,21177,875+3,336+4%$32.8M$28.8M-$3.9M2026-10-13
Perigon Wealth Management, LLC
DECREASED80,129107,200-27,071-25%$45.1M$28.4M-$16.7M2026-10-22
MGO One Seven LLC
INCREASED79,04664,307+14,739+23%$27.0M$28.0M+$1.0M2026-10-28
Lingotto Investment Management LLP
INCREASED79,03970,039+9,000+13%$29.5M$28.0M-$1.4M2026-10-27
Quadrant Capital Group LLC
INCREASED78,54977,521+1,028+1%$32.6M$29.5M-$3.1M2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED78,38967,283+11,106+17%$28.3M$27.7M-$640.5K2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED78,15676,644+1,512+2%$32.2M$27.7M-$4.5M2026-10-22
J.W. Cole Advisors, Inc.
INCREASED77,21476,362+852+1%$32.1M$27.4M-$4.7M2026-11-05
PKO Investment Management Joint-Stock Co
INCREASED77,15261,500+15,652+25%$25.9M$27.4M+$1.5M2026-10-19
Meitav Investment House LTD
DECREASED77,09785,190-8,093-9%$35.8M$27.4M-$8.5M2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED76,53276,648-1160%$32.2M$27.2M-$5.1M2026-10-22
CX Institutional
DECREASED73,66879,450-5,782-7%$33.4K$26.1K-$7.3K2026-10-02
Mezzasalma Advisors, LLC
INCREASED73,62766,526+7,101+11%$28.0M$26.0M-$2.0M2026-10-14
Securian Asset Management, Inc
DECREASED73,20674,812-1,606-2%$28.5M$26.0M-$2.5M2026-11-06
Kintegral Advisory, LLC
INCREASED73,01372,601+412+1%$30.5M$25.9M-$4.6M2026-10-16
Gamma Investing LLC
INCREASED72,59970,538+2,061+3%$29.7M$25.8M-$3.9M2026-10-08
Meridian Wealth Management, LLC
INCREASED72,57171,678+893+1%$30.1M$25.7M-$4.4M2026-11-05
Slow Capital, Inc.
INCREASED72,56072,401+159+0%$30.5M$25.7M-$4.7M2026-10-23
Keybank National Association
DECREASED71,85671,899-430%$30.2M$25.5M-$4.7M2026-11-04
Diversify Advisory Services, LLC
DECREASED71,05071,476-426-1%$22.1M$25.8M+$3.6M2026-10-20
Diversify Wealth Management, LLC
DECREASED71,05071,476-426-1%$22.1M$25.8M+$3.6M2026-10-20
Oppenheimer Asset Management Inc.
INCREASED70,79160,200+10,591+18%$25.3M$25.1M-$202.8K2026-10-27
Knights of Columbus Asset Advisors LLC
DECREASED70,36370,717-3540%$29.7M$25.0M-$4.8M2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED68,83246,639+22,193+48%$19.6M$24.4M+$4.8M2026-10-08
JAG Capital Management, LLC
INCREASED67,10565,617+1,488+2%$27.6M$23.8M-$3.8M2026-11-06
Plato Investment Management Ltd
INCREASED66,75864,537+2,221+3%$27.0M$23.8M-$3.2M2026-11-05
Private Advisory Group LLC
INCREASED66,01959,230+6,789+11%$24.9M$23.4M-$1.5M2026-11-06
Prospera Financial Services Inc
INCREASED65,78052,780+13,000+25%$22.2M$26.3M+$4.1M2026-11-04
Tamar Securities, LLC
INCREASED64,93560,640+4,295+7%$25.5M$23.0M-$2.5M2026-11-03
United Capital Management of KS, Inc.
INCREASED63,63762,360+1,277+2%$26.2M$22.6M-$3.6M2026-11-04
Daymark Wealth Partners, LLC
INCREASED62,81352,554+10,259+20%$22.1M$22.3M+$182.2K2026-11-04
Praxis Investment Management Inc
DECREASED62,78762,842-550%$26.4M$22.3K-$26.4M2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED62,34759,509+2,838+5%$25.0M$22.1M-$2.9M2026-10-22
Third View Private Wealth, LLC
INCREASED62,17062,104+66+0%$26.1M$22.1M-$4.1M2026-10-30
Valeo Financial Advisors, LLC
INCREASED61,90957,659+4,250+7%$24.3M$22.0M-$2.3M2026-10-08
Ritholtz Wealth Management
DECREASED61,82762,533-706-1%$26.3M$21.9M-$4.4M2026-11-05
Wedmont Private Capital
INCREASED61,46856,016+5,452+10%$22.8M$23.1M+$209.6K2026-10-09
Private Capital Advisors, Inc.
INCREASED60,58860,012+576+1%$25.2M$21.5M-$3.7M2026-10-06
Calamos Wealth Management LLC
INCREASED60,29659,369+927+2%$25.0M$21.4M-$3.6M2026-11-02
Ariston Services Group
INCREASED59,82159,789+32+0%$25.1M$21.2M-$3.9M2026-10-16
Clearstead Advisors, LLC
INCREASED57,64857,532+116+0%$24.2M$20.5M-$3.7M2026-11-06
Pinnacle Associates LTD
INCREASED57,55157,515+36+0%$24.2M$20.4M-$3.8M2026-10-20
Simplicity Wealth,LLC
INCREASED56,10151,056+5,045+10%$21.5M$19.9M-$1.6M2026-10-23
McCollum Christoferson Group LLC
DECREASED55,83757,248-1,411-2%$9.0M$7.1M-$1.9M2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED55,71552,501+3,214+6%$22.0M$19.7M-$2.3M2026-11-05
Sicart Associates LLC
INCREASED55,23250,879+4,353+9%$21.4M$19.6M-$1.8M2026-10-29
Soltis Investment Advisors LLC
INCREASED55,12042,742+12,378+29%$18.0M$19.6M+$1.6M2026-10-28
Abner Herrman & Brock LLC
DECREASED54,54357,280-2,737-5%$24.1K$19.4K-$4.7K2026-10-20
Eulav Asset Management
INCREASED54,50454,500+4+0%$22.9M$19.3M-$3.6M2026-10-23
Sierra Summit Advisors LLC
INCREASED54,38754,205+182+0%$22.8M$19.3M-$3.5M2026-10-28
AM Investment Strategies LLC
INCREASED54,16653,435+731+1%$22.5K$19.2K-$3.3K2026-11-05
Vest Financial, LLC
INCREASED53,90447,847+6,057+13%$20.1M$19.1M-$998.8K2026-10-21
Bokf, NA
DECREASED53,77558,382-4,607-8%$24.6M$19.1M-$5.5M2026-10-27
Ninety One UK Ltd
INCREASED53,75248,797+4,955+10%$20.5M$19.1M-$1.5M2026-10-15
GFS Advisors, LLC
DECREASED52,96573,040-20,075-27%$331.7K$18.8M+$18.5M2026-11-03
International Assets Investment Management, LLC
DECREASED52,51654,008-1,492-3%$23.0M$18.6M-$4.4M2026-11-02
Summit Global Investments
INCREASED52,23144,981+7,250+16%$18.9M$18.5K-$18.9M2026-10-28
Sepio Capital, LP
INCREASED52,14850,466+1,682+3%$21.2M$18.5M-$2.7M2026-10-22
Larson Financial Group LLC
INCREASED52,14649,553+2,593+5%$20.8M$18.5M-$2.3M2026-11-05
Fideuram Asset Management (Ireland) dac
INCREASED51,92437,192+14,732+40%$14.9M$18.6M+$3.7M2026-10-29
Robeco Schweiz AG
INCREASED50,05845,314+4,744+10%$19.1M$17.8M-$1.3M2026-10-23
Baker Chad R
UNCHANGED49,73949,73900%$20.9M$17.6M-$3.3M2026-10-22
Moors & Cabot, Inc.
INCREASED49,48546,030+3,455+8%$19.4M$17.6M-$1.8M2026-11-06
Greenleaf Trust
DECREASED49,41850,990-1,572-3%$21.4M$17.5M-$3.9M2026-10-29
Reynders McVeigh Capital Management, LLC
DECREASED49,21449,233-190%$20.7M$17.5M-$3.2M2026-10-30
Florida Trust Wealth Management Co
INCREASED48,94844,869+4,079+9%$18.9M$17.4M-$1.5M2026-11-05
Miramontes Capital, LLC
INCREASED48,42147,626+795+2%$20.0M$17.2M-$2.9M2026-10-19
Alps Advisors Inc
DECREASED48,23051,899-3,669-7%$21.8M$17.1M-$4.7M2026-11-03
Venture Visionary Partners LLC
DECREASED48,02648,257-2310%$20.3M$17.0M-$3.3M2026-10-07
Cache Advisors, LLC
INCREASED47,68642,106+5,580+13%$17.9M$16.9M-$988.2K2026-10-16
Regent Peak Wealth Advisors LLC
INCREASED47,60837,805+9,803+26%$15.9M$16.9M+$990.9K2026-10-13
RFG Advisory, LLC
INCREASED47,43137,690+9,741+26%$15.9M$16.8M+$976.4K2026-11-03
Wesbanco Bank Inc
DECREASED47,42563,989-16,564-26%$26.9M$16.8M-$10.1M2026-11-04
Cohen Klingenstein LLC
UNCHANGED46,54546,54500%$19.6M$16.5M-$3.1M2026-10-15
VestGen Advisors, LLC
INCREASED46,34646,212+134+0%$19.4M$16.4M-$3.0M2026-10-27
V-Square Quantitative Management LLC
INCREASED46,27844,183+2,095+5%$18.6M$16.4M-$2.2M2026-10-15
Canvas Wealth Advisors, LLC
INCREASED46,07342,792+3,281+8%$18.0M$18.6M+$582.9K2026-11-02
Axxcess Wealth Management, LLC
DECREASED45,69969,230-23,531-34%$29.1M$16.2M-$12.9M2026-10-21
Howland Capital Management LLC
DECREASED45,47653,185-7,709-14%$22.4M$16.1M-$6.2M2026-10-22
Peterson Wealth Services
INCREASED45,15443,340+1,814+4%$18.2M$16.0M-$2.2M2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED44,68540,401+4,284+11%$17.0M$15.9M-$1.1M2026-10-23
GoalVest Advisory LLC
INCREASED44,50614,521+29,985+206%$6.1M$5.4M-$729.7K2026-10-02
Azzad Asset Management Inc
DECREASED44,37745,473-1,096-2%$19.1M$15.7M-$3.4M2026-11-04
Crocodile Capital Partners GmbH
NEW43,715—+43,715——$15.5M—2026-10-09
MassMutual Private Wealth & Trust, FSB
INCREASED43,60038,794+4,806+12%$16.3M$15.5M-$847.0K2026-10-05
IFP Advisors, Inc
INCREASED43,18441,167+2,017+5%$17.3M$15.3M-$2.0M2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED42,92239,553+3,369+9%$16.6M$15.2M-$1.4M2026-10-21
Teamwork Financial Advisors, LLC
DECREASED42,88246,810-3,928-8%$19.7M$15.2M-$4.5M2026-10-19
Davenport & Co LLC
DECREASED42,33150,431-8,100-16%$21.2M$15.0M-$6.2M2026-10-14
King Luther Capital Management Corp
DECREASED42,15751,757-9,600-19%$21.8M$15.0M-$6.8M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED41,99941,216+783+2%$17.3M$14.9M-$2.4M2026-10-21
Generate Investment Management Ltd
INCREASED41,75320,855+20,898+100%$8.8M$14.8M+$6.0M2026-10-14
Sigma Planning Corp
INCREASED41,64940,640+1,009+2%$17.1M$14.8M-$2.2M2026-10-23
Frank, Rimerman Advisors LLC
DECREASED41,62542,960-1,335-3%$18.1M$14.8M-$3.3M2026-10-16
Auxano Advisors, LLC
DECREASED40,41641,106-690-2%$17.3M$14.3M-$2.9M2026-11-06
Destiny Wealth Partners, LLC
INCREASED40,01532,107+7,908+25%$10.0M$16.2M+$6.2M2026-11-05
Tema Etfs LLC
INCREASED40,01033,941+6,069+18%$14.3M$14.2M-$79.6K2026-10-16
CoreCap Advisors, LLC
INCREASED39,97835,574+4,404+12%$15.0M$14.2M-$777.5K2026-10-08
Blue Sky Capital Consultants Group, Inc.
DECREASED39,78048,969-9,189-19%$20.6M$14.1M-$6.5M2026-10-13
Compound Planning, Inc.
DECREASED39,65442,245-2,591-6%$17.8M$14.1M-$3.7M2026-11-05
J. Derek Lewis & Associates Inc.
DECREASED38,96240,130-1,168-3%$16.9M$13.8M-$3.1M2026-11-03
Sagespring Wealth Partners, LLC
DECREASED38,49238,535-430%$16.2M$13.7M-$2.6M2026-10-22
Diversified Trust Co
DECREASED38,22042,532-4,312-10%$17.9M$13.6M-$4.3M2026-11-06
Flagship Harbor Advisors, LLC
DECREASED38,10338,445-342-1%$16.2M$13.5M-$2.7M2026-10-26
Greenwood Gearhart LLC
INCREASED38,08436,324+1,760+5%$15.3M$13.5M-$1.8M2026-11-02
San Luis Wealth Advisors LLC
INCREASED37,59029,332+8,258+28%$12.3M$13.3M+$1.0M2026-10-27
Fisher Asset Management, LLC
INCREASED37,58735,424+2,163+6%$14.9M$13.3M-$1.6M2026-11-06
Once Capital Management, LLC
INCREASED37,00032,000+5,000+16%$13.5M$13.1M-$331.2K2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED36,75810,687+26,071+244%$4.5M$13.0M+$8.5M2026-10-16
Nemes Rush Group LLC
INCREASED36,29735,917+380+1%$15.1M$12.9M-$2.2M2026-11-04
Crestwood Advisors Group, LLC
INCREASED36,26833,146+3,122+9%$13.9M$12.9M-$1.1M2026-10-27
Strategic Planning Group, LLC
INCREASED36,22733,508+2,719+8%$14.1M$12.9M-$1.2M2026-10-22
Chicago Partners Investment Group LLC
INCREASED36,03831,794+4,244+13%$10.2M$13.4M+$3.2M2026-10-27
Capital Investment Advisors, LLC
DECREASED35,99836,301-303-1%$15.3M$12.8M-$2.5M2026-10-22
Courier Capital LLC
INCREASED35,7611,093+34,668+3172%$459.7K$7.1M+$6.6M2026-10-19
Cooper Financial Group
DECREASED35,65437,531-1,877-5%$15.8M$12.7M-$3.1M2026-10-07
Sowell Financial Services LLC
INCREASED35,06532,746+2,319+7%$13.8M$12.4M-$1.3M2026-10-23
AlpenGlobal Capital LLC
DECREASED35,02835,511-483-1%$14.9M$12.4M-$2.5M2026-11-06
Petredis Investment Advisors LLC
DECREASED34,96035,192-232-1%$14.8M$12.4M-$2.4M2026-10-20
Strong Tower Advisory Services
INCREASED34,37433,513+861+3%$14.1M$12.2M-$1.9M2026-10-13
Evergreen Capital Management LLC
DECREASED34,14043,794-9,654-22%$18.4M$12.1M-$6.3M2026-10-23
Mather Group, Llc.
INCREASED33,36126,232+7,129+27%$11.0M$11.8M+$803.5K2026-10-14
Institute for Wealth Management, Llc.
INCREASED33,29430,578+2,716+9%$12.9M$11.8M-$1.0M2026-11-06
Patriot Investment Management Group, Inc.
INCREASED32,7004,114+28,586+695%$1.7M$11.6M+$9.9M2026-10-15
Generali Investments, Management Co LLC
DECREASED32,54638,814-6,268-16%$16.3M$11.5M-$4.8M2026-10-19
Harel Insurance Investments & Financial Services Ltd.
INCREASED32,28427,945+4,339+16%$11.8M$11.4K-$11.7M2026-11-02
Integrity Alliance, Llc.
INCREASED32,26821,910+10,358+47%$9.2M$11.4M+$2.2M2026-10-29
Zega Investments, LLC
DECREASED32,26037,452-5,192-14%$15.8M$11.4M-$4.3M2026-11-04
Trek Financial, LLC
INCREASED32,18614,089+18,097+128%$5.9M$11.4M+$5.5M2026-10-29
Synergy Asset Management, LLC
DECREASED32,16034,729-2,569-7%$14.6M$11.4M-$3.2M2026-11-05
180 Wealth Advisors, LLC
INCREASED32,04730,999+1,048+3%$13.0M$11.4M-$1.7M2026-11-03
Fulton Bank, N.A.
INCREASED31,49730,346+1,151+4%$12.8M$11.2M-$1.6M2026-10-14
Regions Financial Corp
INCREASED31,36530,405+960+3%$12.8M$11.1M-$1.7M2026-11-05
Trust Asset Management LLC
DECREASED31,08931,107-180%$13.1M$11.0M-$2.1M2026-11-03
Icici Prudential Asset Management Co Ltd
INCREASED31,05429,924+1,130+4%$12.6M$11.0M-$1.6M2026-11-06
Signal Advisors Wealth, LLC
INCREASED30,84427,615+3,229+12%$11.6M$10.9M-$671.5K2026-10-13
Avestar Capital, LLC
DECREASED30,78246,138-15,356-33%$19.4M$10.9M-$8.5M2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED30,73426,754+3,980+15%$11.0M$10.9M-$113.6K2026-10-13
CWA Asset Management Group, LLC
INCREASED30,54429,807+737+2%$12.5M$10.8M-$1.7M2026-10-19
Integrated Advisors Network LLC
DECREASED30,28733,762-3,475-10%$14.2M$10.7M-$3.5M2026-10-20
Traynor Capital Management, Inc.
DECREASED30,11432,379-2,265-7%$13.6M$10.7M-$2.9M2026-10-29
Lavelle Capital LP
DECREASED30,07891,628-61,550-67%$38.5M$10.7M-$27.9M2026-11-03
First National Trust Co
DECREASED30,05032,908-2,858-9%$13.8M$10.7M-$3.2M2026-10-28
Shengqi Capital (Hong Kong) Ltd
NEW30,000—+30,000——$10.6M—2026-11-05
Means Investment Co., Inc.
INCREASED29,92228,864+1,058+4%$12.1M$10.6M-$1.5M2026-11-03
GenTrust, LLC
INCREASED29,90729,567+340+1%$12.4M$10.6M-$1.8M2026-11-06
Defender Capital, Llc.
DECREASED29,88029,925-450%$12.6M$10.6M-$2.0M2026-10-01
Maple Capital Management, Inc.
INCREASED29,68726,852+2,835+11%$11.3M$10.5M-$760.7K2026-11-02
Shah Wealth Advisors, LLC
DECREASED29,48430,288-804-3%$12.7M$10.5M-$2.3M2026-11-06
AlphaCore Capital LLC
INCREASED29,20226,110+3,092+12%$11.0M$10.4M-$620.7K2026-11-04
Sound Income Strategies, LLC
INCREASED29,10927,143+1,966+7%$11.4M$10.9M-$500.4K2026-10-09
BNC Wealth Management, LLC
INCREASED29,02928,318+711+3%$11.9M$10.3M-$1.6M2026-10-19
Summit Securities Group LLC
NEW28,876—+28,876——$10.2M—2026-11-05
Ascent Group, LLC
INCREASED28,75028,617+133+0%$12.0M$10.2M-$1.8M2026-10-30
Accurate Wealth Management, LLC
INCREASED28,74928,012+737+3%$11.4M$10.8M-$634.2K2026-10-20
TBH Global Asset Management, LLC
INCREASED28,1475,313+22,834+430%$2.2M$10.0M+$7.8M2026-11-03
Ascentis Independent Advisors
INCREASED28,02213+28,009+215454%$5.5K$9.9M+$9.9M2026-11-03
Verus Capital Partners, LLC
DECREASED28,00533,967-5,962-18%$14.3M$9.9M-$4.4M2026-11-03
Aaron Wealth Advisors LLC
INCREASED27,94227,912+30+0%$11.7M$9.9M-$1.8M2026-10-13
Avaii Wealth Management, LLC
DECREASED27,89628,528-632-2%$12.0M$10.3M-$1.7M2026-10-09
Level Four Advisory Services, LLC
INCREASED27,79326,480+1,313+5%$11.1M$9.9M-$1.3M2026-11-06
Nfsg Corp
INCREASED27,62026,354+1,266+5%$11.1M$9.8M-$1.3M2026-10-15
Focused Wealth Management, Inc
INCREASED27,61227,234+378+1%$11.5M$9.8M-$1.7M2026-10-30
Cigna Investments Inc
DECREASED27,25327,449-196-1%$11.5M$9.7K-$11.5M2026-10-19
Bochk Asset Management Ltd
DECREASED26,80327,003-200-1%$11.4M$9.5M-$1.8M2026-10-29
Sage Rhino Capital LLC
INCREASED26,67126,665+6+0%$11.2M$9.5M-$1.8M2026-10-28
Equitable Trust Co
INCREASED26,38418,830+7,554+40%$7.9M$9.4M+$1.4M2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED26,36624,921+1,445+6%$10.5M$9.4M-$1.1M2026-10-14
Fortem Financial Group, LLC
DECREASED26,26526,336-710%$11.1M$9.3M-$1.8M2026-10-20
HBK Sorce Advisory LLC
INCREASED26,22325,551+672+3%$8.2M$9.0M+$796.7K2026-11-06
Masterinvest Kapitalanlage GmbH
DECREASED26,03338,095-12,062-32%$16.0M$9.2M-$6.8M2026-11-03
Rakuten Securities, Inc.
DECREASED25,98930,282-4,293-14%$12.7M$9.2M-$3.5M2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED25,78924,918+871+4%$10.5M$9.2M-$1.3M2026-10-16
Visionary Wealth Advisors
DECREASED25,70625,950-244-1%$10.9M$9.1M-$1.8M2026-11-04
Secure Asset Management, LLC
INCREASED25,61922,590+3,029+13%$9.5M$9.1M-$411.6K2026-10-19
Gibbs Wealth Management
INCREASED25,50322,335+3,168+14%$9.4M$9.0M-$345.4K2026-10-22
Northeast Investment Management
DECREASED25,41925,749-330-1%$10.8M$9.0M-$1.8M2026-10-30
Csenge Advisory Group
DECREASED25,40325,528-1250%$10.7M$9.0M-$1.7M2026-11-04
Eagle Bay Advisors LLC
DECREASED25,37025,523-153-1%$10.7M$9.0M-$1.7M2026-10-16
Wynn Capital, LLC
INCREASED25,29925,219+80+0%$10.6M$9.0M-$1.6M2026-10-13
Avior Wealth Management, LLC
DECREASED25,05428,170-3,116-11%$11.8M$8.9M-$3.0M2026-10-13
Norden Group LLC
DECREASED25,04027,097-2,057-8%$11.4M$8.9M-$2.5M2026-10-20
Verdence Capital Advisors LLC
INCREASED24,92324,714+209+1%$10.4M$8.8M-$1.6M2026-10-26
Root Financial Partners, LLC
INCREASED24,76922,272+2,497+11%$9.4M$8.8M-$579.3K2026-10-21
Inscription Capital, LLC
DECREASED24,42825,484-1,056-4%$10.7M$8.7M-$2.1M2026-11-02
Portside Wealth Group, LLC
DECREASED24,23025,949-1,719-7%$10.9M$8.6M-$2.3M2026-10-20
SVB Wealth LLC
DECREASED24,21724,246-290%$10.2M$8.6M-$1.6M2026-11-06
Noesis Capital Mangement Corp
DECREASED24,02324,348-325-1%$10.2M$8.5M-$1.7M2026-10-26
Principle Wealth Partners LLC
INCREASED23,76923,012+757+3%$9.7M$8.4M-$1.2M2026-11-02
Royal Fund Management, LLC
INCREASED23,29218,299+4,993+27%$7.7M$8.3M+$567.7K2026-10-22
Magnus Financial Group LLC
INCREASED23,15322,740+413+2%$9.6M$8.2M-$1.3M2026-10-21
Symphony Financial, Ltd. Co.
INCREASED23,02717,879+5,148+29%$7.4M$8.1M+$662.4K2026-10-22
Draper Asset Management, LLC
DECREASED23,01223,091-790%$9.7M$8.2M-$1.5M2026-10-09
Verde Capital Management
INCREASED22,90822,097+811+4%$9.3M$8.1M-$1.2M2026-10-28
Navigation Group, LLC
DECREASED22,89138,017-15,126-40%$16.0M$8.1M-$7.9M2026-10-28
Platform Technology Partners
INCREASED22,85419,801+3,053+15%$8.3M$8.1M-$219.5K2026-11-02
Bell & Brown Wealth Advisors, LLC
INCREASED22,63220,941+1,691+8%$8.8M$8.0M-$777.7K2026-10-16
Great Lakes Advisors, LLC
INCREASED22,61921,083+1,536+7%$8.9M$8.0M-$842.3K2026-11-06
Lazari Capital Management, Inc.
INCREASED22,54622,462+84+0%$9.4M$8.0M-$1.4M2026-10-20
Weaver Capital Management LLC
INCREASED22,47414,250+8,224+58%$5.3M$8.0M+$2.7M2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED22,43521,138+1,297+6%$8.9M$8.0M-$930.5K2026-10-27
Laurion Capital Management LP
NEW22,422—+22,422——$8.0M—2026-10-30
Burford Brothers, Inc.
DECREASED22,42222,517-950%$9.5M$8.0M-$1.5M2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED22,39221,846+546+3%$9.2M$7.9M-$1.2M2026-11-03
AlphaStar Capital Management, LLC
INCREASED22,38118,389+3,992+22%$7.7M$7.9M+$206.6K2026-10-16
StoneX Group Inc.
INCREASED22,24620,462+1,784+9%$8.5M$7.7M-$764.4K2026-11-03
Cap Partners, LLC
INCREASED22,21921,079+1,140+5%$8.9M$7.9M-$982.3K2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED22,17423,711-1,537-6%$10.0M$7.9M-$2.1M2026-10-21
Cidel Asset Management Inc
INCREASED22,04021,851+189+1%$9.2M$7.8M-$1.4M2026-10-29
Sage Mountain Advisors LLC
DECREASED22,02922,581-552-2%$9.5M$7.8M-$1.7M2026-11-02
Dutch Asset Corp
INCREASED21,99821,011+987+5%$8.8M$7.8M-$1.0M2026-10-20
Highland Capital Management, LLC
INCREASED21,97020,189+1,781+9%$8.5M$7.8M-$696.3K2026-10-26
Moody National Bank Trust Division
INCREASED21,84818,326+3,522+19%$7.7M$7.8M+$44.0K2026-10-06
Rubicon Advisors, GP
INCREASED21,79321,737+56+0%$9.1M$7.7M-$1.4M2026-10-23
Everhart Financial Group, Inc.
DECREASED21,76522,132-367-2%$9.3M$7.7M-$1.6M2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED21,71620,038+1,678+8%$8.4M$7.7M-$723.0K2026-10-08
Golden State Wealth Management, LLC
INCREASED21,67921,436+243+1%$9.0M$7.7M-$1.3M2026-11-02
Krilogy Financial LLC
INCREASED21,59120,750+841+4%$8.7M$8.2M-$565.4K2026-10-13
Stenger Family Office, LLC
INCREASED21,58118,598+2,983+16%$7.8M$8.1M+$275.5K2026-10-22
TB Alternative Assets Ltd.
NEW21,360—+21,360——$7.6M—2026-10-16
Triton Wealth Management, Pllc
INCREASED21,28618,997+2,289+12%$7.5M$8.5M+$1.0M2026-11-04
Cardinal Point Capital Management ULC
INCREASED21,20821,033+175+1%$8.8M$7.5M-$1.3M2026-10-21
Fulcrum Asset Management LLP
DECREASED21,03723,815-2,778-12%$9.8M$7.4M-$2.4M2026-11-04
Heck Capital Advisors, LLC
INCREASED20,95020,564+386+2%$8.6M$7.4M-$1.2M2026-10-14
Cornerstone Wealth Group, LLC
INCREASED20,93118,514+2,417+13%$7.8M$7.4M-$360.4K2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED20,88217,110+3,772+22%$7.2M$7.4M+$212.9K2026-10-15
Xcel Wealth Management, LLC
INCREASED20,76220,520+242+1%$8.6M$7.4M-$1.3M2026-10-26
McBroom & Associates, LLC
DECREASED20,75222,274-1,522-7%$9.4M$7.4M-$2.0M2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED20,75221,478-726-3%$9.0M$7.4M-$1.7M2026-10-05
Sapient Capital LLC
DECREASED20,70520,806-1010%$8.8M$7.3M-$1.4M2026-10-08
Provenance Wealth Advisors, LLC
INCREASED20,582545+20,037+3677%$229.2K$7.3M+$7.1M2026-10-30
Parkside Financial Bank & Trust
INCREASED20,54919,941+608+3%$8.4M$7.3M-$1.1M2026-10-27
Koshinski Asset Management, Inc.
INCREASED20,50520,464+41+0%$8.6M$7.3M-$1.3M2026-10-29
71 West Capital Partners
DECREASED20,32020,371-510%$8.6M$7.2M-$1.4M2026-11-04
Alta Advisers Ltd
INCREASED20,22410,912+9,312+85%$4.6M$7.2M+$2.6M2026-11-02
Formidable Asset Management, LLC
DECREASED20,05820,910-852-4%$7.7M$8.4M+$771.7K2026-11-03
GC Wealth Management RIA, LLC
INCREASED19,99317,263+2,730+16%$7.3M$7.1M-$167.1K2026-11-02
Sustainable Insight Capital Management, LLC
INCREASED19,96318,163+1,800+10%$7.6M$7.1M-$556.3K2026-11-06
Busey Bank
INCREASED19,89419,293+601+3%$8.1M$7.1M-$1.1M2026-10-26
Capital Asset Advisory Services LLC
DECREASED19,66120,867-1,206-6%$8.8M$7.4M-$1.4M2026-10-30
Cornerstone Wealth Management, LLC
INCREASED19,60218,732+870+5%$7.9M$7.0M-$923.7K2026-11-04
Highline Wealth Partners LLC
INCREASED19,59219,482+110+1%$8.2M$7.0M-$1.2M2026-10-19
Castleview Partners, LLC
INCREASED19,42417,372+2,052+12%$7.3M$6.9M-$414.9K2026-10-09
LMG Wealth Partners, LLC
INCREASED19,38016,618+2,762+17%$7.0M$6.9M-$113.3K2026-11-05
Manchester Capital Management LLC
DECREASED19,33219,441-109-1%$8.2M$6.9M-$1.3M2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED19,14613,758+5,388+39%$5.6M$7.2M+$1.6M2026-10-13
United Advisor Group, LLC
INCREASED19,13619,055+81+0%$8.0M$6.8M-$1.2M2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED19,12918,388+741+4%$7.7M$6.8M-$946.8K2026-10-19
Chicago Capital, LLC
INCREASED19,03418,329+705+4%$7.7M$6.8M-$955.7K2026-10-13
Welch Group, LLC
INCREASED19,02616,486+2,540+15%$6.9M$6.8M-$183.4K2026-10-29
Quilter Plc
DECREASED18,95019,500-550-3%$8.2M$6.7M-$1.5M2026-10-21
Carlson Financial, Inc.
DECREASED18,93419,118-184-1%$8.0M$6.7M-$1.3M2026-11-05
Rockline Wealth Management, LLC
INCREASED18,91917,864+1,055+6%$7.5M$6.7M-$801.0K2026-10-26
Angeles Wealth Management, LLC
DECREASED18,77919,549-770-4%$8.2M$6.7M-$1.6M2026-10-26
Premier Path Wealth Partners, LLC
DECREASED18,65219,696-1,044-5%$8.3M$6.6M-$1.7M2026-10-16
QTR Family Wealth, LLC
INCREASED18,64917,789+860+5%$7.5M$6.6M-$865.2K2026-11-02
S-Bank Fund Management Ltd
INCREASED18,56317,905+658+4%$7.5M$6.6M-$944.5K2026-11-06
Apella Capital, LLC
INCREASED18,4989,503+8,995+95%$3.8M$7.0M+$3.2M2026-10-08
Covenant Asset Management, LLC
DECREASED18,28218,325-430%$7.7M$6.5M-$1.2M2026-10-14
Avantax Planning Partners, Inc.
INCREASED18,23916,735+1,504+9%$7.0M$6.5M-$567.2K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED18,19217,878+314+2%$7.5M$6.5M-$1.1M2026-10-21
Certuity, LLC
INCREASED18,17115,640+2,531+16%$6.5M$6.5M-$45.3K2026-11-02
DeDora Capital, Inc.
INCREASED18,16818,137+31+0%$7.6M$6.4M-$1.2M2026-10-26
Quadcap Wealth Management, LLC
INCREASED18,13418,020+114+1%$7.6M$6.4M-$1.1M2026-11-02
Ignite Planners, LLC
INCREASED18,11317,756+357+2%$7.5M$6.4M-$1.0M2026-10-14
Jessup Wealth Management, Inc
DECREASED18,02025,163-7,143-28%$10.6M$6.4M-$4.2M2026-10-20
Leonteq Securities AG
DECREASED17,98555,026-37,041-67%$23.1M$6.4M-$16.8M2026-10-29
Beacon Financial Planning, Inc
INCREASED17,94917,875+74+0%$7.5M$6.4M-$1.1M2026-11-04
WealthPlan Investment Management, LLC
DECREASED17,84118,054-213-1%$7.6M$6.3M-$1.3M2026-10-15
Ninety One SA (PTY) Ltd
UNCHANGED17,83417,83400%$7.5M$6.3M-$1.2M2026-10-15
Supplemental Annuity Collective Trust of NJ
DECREASED17,83218,057-225-1%$7.6M$6.3M-$1.3M2026-11-02
Abound Wealth Management
DECREASED17,71318,113-400-2%$7.6M$6.3M-$1.3M2026-10-26
AdviceOne Advisory Services, LLC
DECREASED17,70518,256-551-3%$7.7M$6.3M-$1.4M2026-10-19
Willow Creek Wealth Management Inc.
DECREASED17,63917,640-10%$7.4M$6.3M-$1.2M2026-10-26
Flagship Wealth Advisors, LLC
INCREASED17,61616,147+1,469+9%$6.8M$6.3M-$541.1K2026-11-03
Realta Investment Advisors
INCREASED17,61017,198+412+2%$7.2M$6.2M-$985.5K2026-10-14
Triad Wealth Partners, LLC
DECREASED17,60418,104-500-3%$5.8M$6.2M+$415.1K2026-10-26
Northwest Wealth Management, LLC
DECREASED17,56117,713-152-1%$7.5M$6.2M-$1.2M2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED17,55317,256+297+2%$7.3M$6.2M-$1.0M2026-10-23
Gold Investment Management Ltd.
DECREASED17,55222,656-5,104-23%$9.5M$6.2M-$3.3M2026-10-19
Tempus Wealth Planning, LLC
INCREASED17,51416,873+641+4%$7.1M$6.2M-$882.7K2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED17,43646,356-28,920-62%$19.5M$6.2M-$13.3M2026-10-21
Meiji Yasuda America Inc
INCREASED17,39214,017+3,375+24%$5.9M$6.2M+$275.3K2026-10-22
Horst & Graben Wealth Management LLC
DECREASED17,39017,584-194-1%$7.5M$6.2M-$1.3M2026-11-02
Williams Jones Wealth Management, Llc.
INCREASED17,3236,285+11,038+176%$2.6M$6.1M+$3.5M2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED17,2924,541+12,751+281%$1.9M$6.1M+$4.2M2026-10-22
Westwood Wealth Management
DECREASED17,28719,242-1,955-10%$8.1M$6.1M-$2.0M2026-10-29
Legacy Private Trust Co.
INCREASED17,26516,625+640+4%$7.0M$6.1M-$866.7K2026-10-06
TD Private Client Wealth LLC
INCREASED17,24117,067+174+1%$7.2M$6.1M-$1.1M2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED17,21316,858+355+2%$7.1M$6.1M-$983.0K2026-10-13
Mountain Capital Investment Advisors Inc.
INCREASED17,20317,130+73+0%$7.2M$6.1M-$1.1M2026-11-06
AdvisorNet Financial, Inc
INCREASED17,19716,926+271+2%$7.1M$6.3M-$805.0K2026-10-15
Greenup Street Wealth Management LLC
INCREASED17,17214,293+2,879+20%$6.0M$6.1M+$81.3K2026-10-28
Wealth Management Partners, LLC
INCREASED17,14715,970+1,177+7%$6.7M$6.1M-$633.1K2026-10-21
Ashton Thomas Securities, LLC
INCREASED17,10116,591+510+3%$6.9M$6.1M-$847.9K2026-10-26
Clarity Wealth Advisors, LLC
DECREASED17,02317,081-580%$7.2M$6.0M-$1.1M2026-10-21
Financial Management Network Inc
INCREASED16,93216,100+832+5%$6.1M$6.3M+$143.3K2026-10-09
Valmark Advisers, Inc.
INCREASED16,91716,898+19+0%$7.1M$6.0M-$1.1M2026-11-06
Lyell Wealth Management, LP
INCREASED16,82813,323+3,505+26%$5.6M$6.0M+$367.1K2026-10-30
CenterStar Asset Management, LLC
INCREASED16,69412,328+4,366+35%$5.2M$5.9M+$715.1K2026-10-09
Cypress Wealth Services, LLC
INCREASED16,48816,005+483+3%$6.7M$6.3M-$455.2K2026-10-21
Catalyst Financial Partners LLC
INCREASED16,38813,325+3,063+23%$5.6M$5.8M+$210.1K2026-11-06
Perpetual Ltd
INCREASED16,35015,875+475+3%$6.7M$5.8M-$875.9K2026-10-13
SAX Wealth Advisors, LLC
INCREASED16,3236,762+9,561+141%$2.5M$5.8M+$3.3M2026-10-13
Wellington Grp LLC
INCREASED16,06912,241+3,828+31%$5.1M$5.7M+$552.9K2026-11-06
DLK Investment Management, LLC
DECREASED16,03818,928-2,890-15%$3.7M$5.7M+$1.9M2026-10-09
Kercheville Advisors, LLC
INCREASED16,02415,895+129+1%$6.7M$5.7M-$1,000.0K2026-10-19
Acumen Wealth Advisors, LLC
INCREASED15,90915,854+55+0%$6.7M$5.6M-$1.0M2026-11-05
AA Financial Advisors, LLC
DECREASED15,83124,641-8,810-36%$10.4M$5.6M-$4.7M2026-10-19
Harrell Investment Partners, LLC
INCREASED15,82515,715+110+1%$6.6M$5.6M-$994.9K2026-10-15
HCR Wealth Advisors
INCREASED15,81215,580+232+1%$6.6M$5.6M-$942.7K2026-10-15
RMR Wealth Builders
DECREASED15,79620,154-4,358-22%$8.5M$5.6M-$2.9M2026-10-22
Sovran Advisors, LLC
INCREASED15,78514,971+814+5%$4.6M$6.4M+$1.8M2026-11-02
LifeGoal Investments, LLC
INCREASED15,7191,295+14,424+1114%$544.7K$5.6M+$5.0M2026-10-09
Facet Wealth, Inc.
INCREASED15,71812,688+3,030+24%$5.3M$5.6M+$240.1K2026-11-04
Watchman Group, Inc.
DECREASED15,69016,045-355-2%$6.7M$5.6M-$1.2M2026-10-16
Patriot Financial Group Insurance Agency, LLC
DECREASED15,64416,007-363-2%$6.7M$5.6M-$1.2M2026-10-14
Spire Wealth Management
DECREASED15,61616,324-708-4%$6.9M$5.5M-$1.3M2026-10-30
Madden Securities Corp
INCREASED15,60615,585+21+0%$6.6M$5.5M-$1.0M2026-10-27
Key Client Fiduciary Advisors, LLC
INCREASED15,51414,921+593+4%$6.3M$5.5M-$771.3K2026-10-19
PDS Planning, Inc
DECREASED15,48816,395-907-6%$6.9M$5.5M-$1.4M2026-11-03
CMH Wealth Management LLC
INCREASED15,47814,745+733+5%$6.2M$5.5M-$710.0K2026-10-22
M Holdings Securities, Inc.
INCREASED15,44315,264+179+1%$6.3K$6.0K-$2272026-11-03
Partners Wealth Management, LLC
NEW15,427—+15,427——$5.5M—2026-10-28
Claro Advisors Inc.
INCREASED15,42115,015+406+3%$6.3M$5.5M-$843.7K2026-11-02
Greenbush Financial Group, LLC
INCREASED15,39115,146+245+2%$6.4M$5.5M-$909.5K2026-10-15
Nilsine Partners, LLC
INCREASED15,36515,302+63+0%$6.4M$5.5M-$984.4K2026-11-02
PFG Advisors
INCREASED15,3147,880+7,434+94%$3.3M$5.4M+$2.1M2026-10-16
Focus Financial Network, Inc.
DECREASED15,30315,600-297-2%$6.6M$5.4M-$1.1M2026-10-14
Fire Capital Management LLC
INCREASED15,25214,749+503+3%$6.2M$5.4M-$791.9K2026-10-27
Titiun Yejiel
INCREASED15,2005,200+10,000+192%$2.2M$5.4M+$3.2M2026-11-06
Global Assets Advisory, LLC
INCREASED15,14114,020+1,121+8%$6.0M$5.7M-$218.3K2026-10-28
Alpha Family Trust
UNCHANGED15,10515,10500%$6.4M$6.4M$02026-11-04
Gryphon Financial Partners LLC
INCREASED15,04614,440+606+4%$6.1M$5.3M-$735.0K2026-11-04
Interchange Capital Partners, LLC
INCREASED14,93214,525+407+3%$6.1M$5.3M-$806.2K2026-10-28
MSH Capital Advisors LLC
INCREASED14,90611,570+3,336+29%$4.9M$5.3M+$420.0K2026-11-03
Victory Financial Group, LLC
DECREASED14,82316,422-1,599-10%$6.9M$5.3M-$1.6M2026-10-27
ACT Capital Partners, L.P.
NEW14,800—+14,800——$5.3M—2026-11-06
N10 Wealth, LLC
INCREASED14,72410,418+4,306+41%$4.4M$5.2M+$842.4K2026-10-14
Semus Wealth Partners LLC
INCREASED14,62513,800+825+6%$5.8M$5.2M-$615.2K2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED14,62214,62200%$6.2M$6.2M$02026-10-15
Linden Thomas Advisory Services, LLC
DECREASED14,50014,647-147-1%$6.2M$5.1M-$1.0M2026-10-19
Childress Capital Advisors, LLC
INCREASED14,49214,443+49+0%$6.1M$5.1M-$932.6K2026-10-28
Collar Capital Management, LLC
DECREASED14,47714,977-500-3%$6.3M$5.1M-$1.2M2026-10-28
IPG Investment Advisors LLC
INCREASED14,47513,784+691+5%$5.8M$5.1M-$661.7K2026-10-30
RWQ Financial Management Services, Inc.
DECREASED14,45520,960-6,505-31%$8.8M$5.1M-$3.7M2026-10-19
Kathmere Capital Management, LLC
INCREASED14,40013,426+974+7%$5.6M$5.1M-$537.7K2026-10-20
Riggs Asset Managment Co. Inc.
INCREASED14,20714,014+193+1%$5.9M$5.0M-$853.5K2026-11-05
Tobam
DECREASED14,10414,333-229-2%$6.0M$5.0K-$6.0M2026-11-03
MBL Wealth, LLC
INCREASED14,10313,233+870+7%$5.6M$5.0M-$561.9K2026-10-22
Segment Wealth Management, LLC
INCREASED14,09711,955+2,142+18%$5.0M$5.0M-$26.5K2026-10-26
Sageworth Trust Co
INCREASED13,97713,176+801+6%$5.5M$5.0M-$582.6K2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED13,96514,198-233-2%$6.0M$5.0M-$1.0M2026-11-05
Nicholas Wealth, Llc.
INCREASED13,94212,923+1,019+8%$5.4M$4.9M-$488.7K2026-10-26
Brown Shipley& Co Ltd
DECREASED13,93513,938-30%$5.9M$4.9M-$918.0K2026-10-09
Old National Bancorp
DECREASED13,89816,464-2,566-16%$6.9M$4.9M-$2.0M2026-10-20
KCM Investment Advisors LLC
DECREASED13,89513,947-520%$5.9M$4.9M-$936.1K2026-10-27
Gibraltar Capital Management, Inc.
INCREASED13,85513,731+124+1%$5.8M$4.9M-$859.4K2026-10-27
Malaga Cove Capital, LLC
INCREASED13,83313,562+271+2%$5.7M$4.9M-$796.1K2026-10-23
Wright Investors Service Inc
INCREASED13,80313,259+544+4%$5.6M$4.9M-$679.3K2026-11-02
Indivisible Partners
INCREASED13,72410,433+3,291+32%$4.4M$4.9M+$481.1K2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED13,69513,380+315+2%$5.6M$4.9M-$768.5K2026-10-29
Lauer Wealth, LLC
DECREASED13,67419,721-6,047-31%$7.8M$5.1M-$2.7M2026-10-13
Parcion Private Wealth LLC
INCREASED13,61611,554+2,062+18%$4.9M$4.8M-$28.5K2026-10-28
Forbes J M & Co LLP
INCREASED13,56713,525+42+0%$5.7M$4.8M-$874.9K2026-10-16
United Asset Strategies, Inc.
INCREASED13,51013,448+62+0%$5.7M$4.8M-$862.8K2026-10-28
Pinion Investment Advisors, LLC
INCREASED13,48513,364+121+1%$5.6M$4.8M-$836.3K2026-11-04
Moneco Advisors, LLC
INCREASED13,43412,932+502+4%$5.4M$4.8M-$672.9K2026-11-05
HBW Advisory Services LLC
DECREASED13,43413,904-470-3%$5.8M$4.8M-$1.1M2026-10-15
Lynch Asset Management, Inc.
INCREASED13,40011,600+1,800+16%$4.9M$4.8M-$124.5K2026-10-28
Regatta Capital Group, LLC
INCREASED13,35512,865+490+4%$5.4M$4.7M-$672.7K2026-10-23
Parisi Gray Wealth Management
INCREASED13,34112,860+481+4%$5.4M$4.7M-$675.4K2026-10-16
DE Burlo Group Inc
INCREASED13,32112,621+700+6%$5.3M$4.7M-$582.0K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED13,21612,464+752+6%$5.2M$4.7M-$545.4K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED13,15712,745+412+3%$5.4M$4.7M-$692.0K2026-10-16
GK Wealth Management LLC
NEW13,117—+13,117——$4.7M—2026-10-09
Clear Creek Financial Management, LLC
DECREASED13,09324,025-10,932-45%$10.1M$4.6M-$5.5M2026-10-28
Jericho Financial, LLP
INCREASED13,03912,699+340+3%$5.3M$4.6M-$714.7K2026-10-13
Legacy Advisors, LLC
DECREASED13,03514,800-1,765-12%$6.2M$4.6M-$1.6M2026-10-19
West Branch Capital LLC
INCREASED12,98512,299+686+6%$5.2M$4.6M-$565.7K2026-10-20
J.Safra Asset Management Corp
INCREASED12,96012,951+9+0%$5.4M$4.6M-$848.9K2026-11-03
Founders Financial Securities LLC
DECREASED12,94415,394-2,450-16%$6.5M$4.6M-$1.9M2026-10-28
Oak Grove Capital LLC
DECREASED12,90912,936-270%$5.4M$4.6M-$860.6K2026-10-09
Arta Finance Wealth Management LLC
INCREASED12,90210,771+2,131+20%$4.5M$4.6M+$47.5K2026-10-28
Garde Capital, Inc.
DECREASED12,85615,239-2,383-16%$6.4M$4.6M-$1.8M2026-10-29
Union Bancaire Privee, UBP SA
INCREASED12,7937,317+5,476+75%$2.8M$4.2M+$1.4M2026-11-04
Aire Advisors, LLC
DECREASED12,76912,990-221-2%$5.5M$4.5M-$933.0K2026-10-22
VCI Wealth Management LLC
INCREASED12,72511,895+830+7%$5.0M$4.5M-$488.1K2026-10-29
Falcon Wealth Planning
INCREASED12,69812,435+263+2%$5.2M$4.5M-$724.8K2026-11-06
Cane Capital Partners, LLC
INCREASED12,64411,691+953+8%$4.9M$4.5M-$431.0K2026-10-23
Davidson Capital Management Inc.
INCREASED12,61612,061+555+5%$5.1M$4.5M-$596.6K2026-10-15
Ring Mountain Capital, LLC
INCREASED12,58012,456+124+1%$5.2M$4.5M-$775.5K2026-10-13
Gradient Capital Advisors, LLC
DECREASED12,56313,172-609-5%$5.5M$4.5M-$1.1M2026-10-21
Stonekeep Investments, LLC
DECREASED12,52712,561-340%$5.3K$4.4M+$4.4M2026-10-15
Nikulski Financial, Inc.
INCREASED12,4909,548+2,942+31%$4.0M$4.4M+$415.7K2026-11-06
Formuepleje A/S
DECREASED12,41714,636-2,219-15%$6.2M$4.4M-$1.8M2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED12,41111,141+1,270+11%$4.7M$4.4M-$282.4K2026-10-27
Piar LLC
DECREASED12,40513,125-720-5%$5.5M$4.4M-$1.1M2026-10-21
Resonant Capital Advisors, LLC
INCREASED12,40411,580+824+7%$4.9M$4.4M-$469.5K2026-10-15
Revisor Wealth Management LLC
INCREASED12,39311,898+495+4%$5.0M$4.4M-$607.6K2026-10-20
Conning Inc.
DECREASED12,38812,610-222-2%$5.3M$4.4M-$908.4K2026-10-27
Grant Private Wealth Management Inc
DECREASED12,36513,740-1,375-10%$5.8M$4.4M-$1.4M2026-10-19
Sherry Group, Inc.
INCREASED12,32512,307+18+0%$5.1M$4.4M-$695.5K2026-10-09
Clay Northam Wealth Management, LLC
DECREASED12,32412,420-96-1%$5.2M$4.4M-$851.2K2026-10-13
Dakota Community Bank & Trust NA
INCREASED12,30612,227+79+1%$5.1M$4.4M-$776.4K2026-10-09
Kestra Investment Management, LLC
INCREASED12,25110,209+2,042+20%$4.3M$4.3M+$52.9K2026-11-04
Apex Wealth Management, LLC
DECREASED12,22712,237-100%$5.1M$4.3M-$808.6K2026-10-20
Farmers & Merchants Investments Inc
DECREASED12,22412,295-71-1%$5.2M$4.3M-$834.1K2026-10-22
Udine Wealth Management, Inc.
INCREASED12,22311,667+556+5%$4.9M$4.3M-$570.3K2026-10-23
Modera Wealth Management, LLC
DECREASED12,18612,250-64-1%$5.2M$4.3M-$828.5K2026-10-28
Blue Zone Wealth Advisors, LLC
INCREASED12,18312,100+83+1%$5.1M$4.3M-$766.6K2026-10-19
Argonautica Private Wealth Management, Inc
DECREASED12,17912,279-100-1%$5.2M$4.3M-$843.3K2026-11-02
Powell Investment Advisors, LLC
DECREASED12,08513,297-1,212-9%$5.6M$4.3M-$1.3M2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED12,03512,03500%$5.1M$4.3M-$791.8K2026-10-19
LFG Wealth Partners, LLC
INCREASED12,00611,230+776+7%$4.7M$4.3M-$463.5K2026-10-28
Bfsg, LLC
INCREASED11,99411,803+191+2%$5.0M$4.3M-$708.8K2026-10-30
Personal CFO Solutions, LLC
DECREASED11,96612,910-944-7%$5.4M$4.2M-$1.2M2026-11-06
Aprio Wealth Management, LLC
INCREASED11,95111,546+405+4%$4.9M$4.2M-$615.9K2026-10-28
Droms Strauss Advisors Inc
DECREASED11,93512,111-176-1%$5.1M$4.2M-$859.2K2026-11-03
Clifford Swan Investment Counsel LLC
DECREASED11,90812,038-130-1%$5.1M$4.2M-$838.1K2026-11-05
OceanIQ Capital, LLC
INCREASED11,83211,124+708+6%$3.7M$4.4M+$737.6K2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED11,76211,776-140%$5.0M$4.2M-$779.6K2026-10-05
Aviso Wealth Management
INCREASED11,72111,149+572+5%$4.7M$4.2M-$531.0K2026-11-04
Balefire, LLC
INCREASED11,7149,583+2,131+22%$4.0M$4.2M+$125.6K2026-10-09
Mandatum Life Insurance Co Ltd
UNCHANGED11,68211,68200%$4.9M$4.1M-$768.6K2026-11-06
Trust Point Inc.
DECREASED11,66912,999-1,330-10%$5.5M$4.1M-$1.3M2026-10-27
N10 Assets, LLC
INCREASED11,6429,829+1,813+18%$4.1M$4.1M-$3.4K2026-10-14
Blue Trust, Inc.
DECREASED11,60514,906-3,301-22%$6.3M$4.1M-$2.2M2026-10-15
Salem Investment Counselors Inc
DECREASED11,60412,130-526-4%$5.1M$4.1M-$984.7K2026-10-13
Paragon Advisors, LLC
INCREASED11,57410,322+1,252+12%$4.3M$4.1M-$234.9K2026-11-03
Encompass More Asset Management
DECREASED11,51917,820-6,301-35%$7.5M$4.1M-$3.4M2026-10-16
Colonial River Investments, LLC
INCREASED11,48210,953+529+5%$4.6M$4.1M-$532.9K2026-10-19
Kepler Cheuvreux (Suisse) SA
INCREASED11,46410,472+992+9%$4.4M$4.1M-$337.0K2026-10-20
Bell Bank
INCREASED11,45811,212+246+2%$4.7M$4.1M-$650.4K2026-10-21
Plancorp, LLC
INCREASED11,4459,755+1,690+17%$3.9M$4.6M+$724.9K2026-11-03
Scott & Selber, Inc.
DECREASED11,36411,503-139-1%$4.8M$4.0M-$806.1K2026-10-21
Manchester Financial Inc
DECREASED11,36211,405-430%$4.8M$4.0M-$765.6K2026-10-15
Walker Asset Management, LLC
UNCHANGED11,28811,28800%$4.7M$4.0M-$742.6K2026-10-13
3Chopt Investment Partners, LLC
INCREASED11,2819,642+1,639+17%$4.1M$4.0M-$52.8K2026-10-30
Blue Square Asset Management, LLC
DECREASED11,23911,919-680-6%$5.0M$4.0M-$1.0M2026-11-02
Maia Wealth LLC
INCREASED11,2159,468+1,747+18%$4.0M$4.0M-$3.0K2026-10-19
Carmel Capital Partners, LLC
DECREASED11,16912,922-1,753-14%$5.4M$4.0M-$1.5M2026-11-03
Evolution Wealth Advisors, LLC
INCREASED11,1449,573+1,571+16%$4.0M$4.0M-$72.4K2026-11-03
KPP Advisory Services LLC
DECREASED11,14213,729-2,587-19%$5.8M$4.0M-$1.8M2026-10-26
WT Wealth Management
DECREASED11,14011,163-230%$4.7M$4.0M-$742.6K2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED11,1009,400+1,700+18%$4.0M$3.9M-$15.2K2026-11-06
Schear Investment Advisers, LLC
NEW11,072—+11,072——$3.9M—2026-10-14
Tempo Wealth, LLC
DECREASED11,07211,153-81-1%$4.7M$3.9M-$762.4K2026-10-14
Zions Bancorporation, National Association
DECREASED11,05519,292-8,237-43%$8.1M$3.9M-$4.2M2026-11-06
Econ Financial Services Corp
INCREASED11,0439,678+1,365+14%$4.1M$3.9M-$152.4K2026-10-19
Activest Wealth Management
INCREASED11,02710,809+218+2%$4.5M$3.9M-$633.8K2026-10-15
Northbridge Financial Group, LLC
INCREASED11,0119,783+1,228+13%$4.1M$4.2M+$76.9K2026-11-05
Advisor OS, LLC
INCREASED10,96510,955+10+0%$4.6M$3.9M-$717.2K2026-11-03
Challenger Wealth Management
DECREASED10,93111,067-136-1%$4.7M$3.9M-$776.4K2026-10-30
Independent Solutions Wealth Management, LLC
INCREASED10,9182,984+7,934+266%$1.3M$3.9M+$2.6M2026-10-28
FSM Wealth Advisors, LLC
INCREASED10,90910,264+645+6%$4.3M$4.1M-$226.0K2026-10-27
Harbor Investment Advisory, LLC
DECREASED10,90412,711-1,807-14%$5.3M$3.9M-$1.5M2026-10-13
First Horizon Corp
DECREASED10,88211,087-205-2%$4.7M$3.9M-$802.2K2026-10-26
Creative Financial Designs Inc
INCREASED10,84210,243+599+6%$4.3M$3.8M-$461.4K2026-11-04
BIP Wealth, LLC
DECREASED10,82011,510-690-6%$4.8M$3.8M-$1.0M2026-10-22
Murphy & Mullick Capital Management Corp
DECREASED10,79810,808-100%$4.5M$3.8M-$714.6K2026-11-02
Prosperity Financial Group, Inc.
INCREASED10,7669,502+1,264+13%$4.0M$3.8M-$176.7K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED10,75311,162-409-4%$4.7M$3.8M-$879.4K2026-11-04
Parsons Capital Management Inc
DECREASED10,71810,822-104-1%$4.6M$3.8M-$748.9K2026-10-28
NTV Asset Management LLC
DECREASED10,70610,946-240-2%$4.6M$3.8M-$805.3K2026-10-23
Vivid Wealth Management, LLC
DECREASED10,67410,811-137-1%$4.5M$3.8M-$759.9K2026-10-27
Asset Advisory Group, Inc.
UNCHANGED10,67410,67400%$4.5M$3.8M-$702.2K2026-10-20
Parkshore Wealth Management, Inc.
UNCHANGED10,62910,62900%$4.5M$3.8M-$699.3K2026-10-13
Summit Financial Strategies, Inc.
INCREASED10,60310,111+492+5%$4.3M$3.8M-$490.5K2026-10-14
SmartHarvest Portfolios, LLC
DECREASED10,56313,302-2,739-21%$5.6M$3.7M-$1.8M2026-10-26
Versant Capital Management, Inc
INCREASED10,51010,460+50+0%$4.4M$3.7M-$670.4K2026-10-02
Achmea Investment Management B.V.
NEW10,491—+10,491——$3.7M—2026-10-30
Carnegie Investment Counsel
DECREASED10,49110,791-300-3%$4.5M$3.7M-$816.4K2026-10-20
Winthrop Advisory Group LLC
INCREASED10,4909,778+712+7%$4.1M$3.7M-$390.7K2026-10-22
Herold Advisors, Inc.
INCREASED10,48810,280+208+2%$4.3M$3.7M-$601.8K2026-10-19
Foguth Wealth Management, Llc.
INCREASED10,47110,079+392+4%$3.7M$3.7M-$10.6K2026-10-19
Globalt Investments LLC / GA
DECREASED10,42910,863-434-4%$4.6M$3.7M-$868.7K2026-10-27
James J. Burns & Company, LLC
DECREASED10,41010,460-500%$4.4M$3.7M-$705.9K2026-10-22
Everest Financial Group LLC
DECREASED10,36110,423-62-1%$4.4M$3.7M-$707.7K2026-11-06
Strategic Blueprint, LLC
INCREASED10,3218,245+2,076+25%$3.5M$3.7M+$194.3K2026-10-22
Rossmore Private Capital
UNCHANGED10,28110,28100%$4.3M$3.6M-$676.4K2026-10-27
Kurv Investment Management LLC
INCREASED10,2239,453+770+8%$4.0M$3.6M-$348.7K2026-10-28
Diligent Investors, LLC
INCREASED10,1819,783+398+4%$4.1M$3.6M-$502.4K2026-10-21
Arch Global Advisors, LLC
INCREASED10,17510,053+122+1%$4.2M$3.6M-$618.1K2026-10-23
Simplify Asset Management Inc.
DECREASED10,16510,621-456-4%$4.5M$3.6M-$860.5K2026-10-27
Convergence Financial, LLC
DECREASED10,12837,572-27,444-73%$15.8M$3.6M-$12.2M2026-10-27
Occidental Asset Management, LLC
INCREASED10,1268,477+1,649+19%$3.6M$3.6M+$27.4K2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED10,10110,059+42+0%$4.2M$3.6M-$646.8K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED10,08410,660-576-5%$4.5M$3.6M-$905.7K2026-10-13
Zullo Investment Group, Inc.
DECREASED10,03110,122-91-1%$4.3M$3.6M-$698.2K2026-10-20
Ascentis Wealth Management, LLC
DECREASED10,02910,249-220-2%$4.3M$3.6M-$752.3K2026-11-03
Adell Harriman & Carpenter Inc
INCREASED9,9879,896+91+1%$4.2M$3.5M-$618.8K2026-11-02
Eagle Bluffs Wealth Management LLC
INCREASED9,9389,688+250+3%$4.1M$3.5M-$548.7K2026-10-20
Curated Wealth Partners LLC
INCREASED9,8914,491+5,400+120%$1.9M$3.5M+$1.6M2026-10-15
NWF Advisory Services Inc.
DECREASED9,86311,748-1,885-16%$4.9M$3.5M-$1.4M2026-10-19
Princeton Capital Management LLC
INCREASED9,8369,197+639+7%$3.9M$3.5M-$378.2K2026-10-27
Elyxium Wealth, LLC
DECREASED9,83510,809-974-9%$4.5M$3.5M-$1.1M2026-10-27
St. Louis Financial Planners Asset Management, LLC
NEW9,833—+9,833——$3.5M—2026-10-16
KMG Fiduciary Partners, LLC
DECREASED9,82910,147-318-3%$4.3M$3.5M-$780.5K2026-10-14
Summit Wealth Group LLC / Co
INCREASED9,7919,396+395+4%$4.0M$3.5M-$478.0K2026-10-29
Vista Investment Partners LLC
INCREASED9,7439,740+3+0%$4.1M$3.5M-$639.7K2026-10-08
Shepherd Financial Partners LLC
DECREASED9,7339,778-450%$4.1M$3.5M-$659.3K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED9,7299,655+74+1%$4.1M$3.5M-$608.7K2026-10-30
Tuttle Capital Management, LLC
NEW9,706—+9,706——$3.4M—2026-10-21
Narwhal Capital Management
INCREASED9,6027,913+1,689+21%$3.3M$3.4M+$78.8K2026-11-04
Beacon Financial Advisory LLC
INCREASED9,5749,302+272+3%$3.9M$3.4M-$515.5K2026-10-16
BG Investment Services, LLC
INCREASED9,5552,052+7,503+366%$863.0K$3.4M+$2.5M2026-10-23
15 Wealth Advisors LLC
NEW9,464—+9,464——$3.4M—2026-10-14
Hohimer Wealth Management, LLC
DECREASED9,44412,082-2,638-22%$5.1M$3.4M-$1.7M2026-11-04
LVW Advisors, LLC
DECREASED9,40910,818-1,409-13%$4.6M$3.3M-$1.2M2026-10-19
RKL Wealth Management LLC
INCREASED9,3999,079+320+4%$3.8M$3.3M-$483.9K2026-10-16
Boston Trust Walden Corp
DECREASED9,3769,378-20%$3.9M$3.3M-$617.7K2026-10-30
Grove Bank & Trust
DECREASED9,35411,297-1,943-17%$4.8M$3.3M-$1.4M2026-10-08
Dale Q Rice Investment Management Ltd
INCREASED9,2689,121+147+2%$3.8M$3.3M-$547.8K2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED9,2529,156+96+1%$3.9M$3.3M-$568.5K2026-11-03
Boomfish Wealth Group, LLC
INCREASED9,2308,112+1,118+14%$3.4M$3.3M-$137.0K2026-10-22
Westside Investment Management, Inc.
INCREASED9,2143,879+5,335+138%$1.6M$3.4M+$1.7M2026-11-02
Abel Hall, LLC
INCREASED9,2077,364+1,843+25%$3.1M$3.3M+$169.4K2026-10-19
Fulton Breakefield Broenniman LLC
DECREASED9,20110,209-1,008-10%$4.3M$3.3M-$1.0M2026-11-03
Nadler Financial Group, Inc.
DECREASED9,1799,990-811-8%$4.2M$3.3M-$945.0K2026-10-23
Clear Wave Wealth Management LLC
INCREASED9,1708,619+551+6%$3.6M$3.3M-$371.5K2026-11-04
Bison Wealth, LLC
INCREASED9,1215,442+3,679+68%$2.3M$3.4M+$1.2M2026-10-13
Crescent Grove Advisors, LLC
INCREASED9,1128,849+263+3%$3.7M$3.2M-$488.9K2026-10-21
Concord Asset Management, LLC
INCREASED9,1109,046+64+1%$3.8M$3.2M-$572.5K2026-11-02
Oak Thistle LLC
NEW9,101—+9,101——$3.2M—2026-10-21
Anchyra Partners LLC
INCREASED9,0996,557+2,542+39%$2.8M$3.2M+$470.5K2026-10-13
Asset One Wealth Management LLC
INCREASED9,0378,889+148+2%$3.5M$3.2M-$299.9K2026-11-02
Beacon Capital Management, LLC
DECREASED9,0029,083-81-1%$3.8M$3.2M-$626.4K2026-10-23
Banque Pictet & CIE SA
DECREASED9,00011,073-2,073-19%$4.7M$3.2M-$1.5M2026-10-16
Evanson Financial, LLC
DECREASED8,9798,989-100%$3.8M$3.2M-$594.9K2026-10-23
Weatherly Asset Management L. P.
INCREASED8,9488,946+2+0%$3.8M$3.2M-$587.9K2026-10-20
National Wealth Management Group, LLC
DECREASED8,9398,963-240%$3.8M$3.2M-$598.2K2026-10-26
Watershed Private Wealth LLC
INCREASED8,9327,037+1,895+27%$3.0M$3.2M+$209.4K2026-10-30
Income Insurance Ltd
INCREASED8,9238,763+160+2%$3.7M$3.2M-$519.7K2026-10-21
Griffin Asset Management, Inc.
INCREASED8,9176,156+2,761+45%$2.6M$3.2M+$574.6K2026-10-22
Financial Perspectives, Inc
UNCHANGED8,8778,87700%$3.7M$3.1M-$584.0K2026-11-03
Diversified Enterprises, LLC
INCREASED8,8697,733+1,136+15%$3.3M$3.1M-$105.7K2026-10-19
Jacobi Capital Management LLC
DECREASED8,8218,918-97-1%$3.8M$3.1M-$621.1K2026-11-05
McAdam, LLC
DECREASED8,75110,588-1,837-17%$4.5M$3.1M-$1.3M2026-10-21
111 Capital
DECREASED8,74420,611-11,867-58%$8.7M$3.1M-$5.6M2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED8,7012,749+5,952+217%$1.2M$3.1M+$1.9M2026-10-20
New Hampshire Trust
INCREASED8,6858,455+230+3%$3.6M$3.1M-$474.6K2026-10-20
Empire Life Investments Inc.
DECREASED8,6389,308-670-7%$3.9M$3.1M-$850.1K2026-11-06
Marathon Wealth Advisors LLC
DECREASED8,6318,768-137-2%$3.7M$3.1M-$625.5K2026-11-04
Smith Salley Wealth Management
DECREASED8,5739,008-435-5%$3.8M$3.0M-$747.2K2026-11-03
Simon Quick Advisors, LLC
INCREASED8,5698,277+292+4%$3.5M$3.0M-$441.1K2026-10-26
Seek First Inc.
DECREASED8,5318,599-68-1%$3.6M$3.0M-$589.9K2026-10-27
Philip James Wealth Mangement, LLC
DECREASED8,5288,653-125-1%$3.6M$3.0M-$613.6K2026-10-27
Moss Adams Wealth Advisors LLC
DECREASED8,52010,255-1,735-17%$4.3M$3.0M-$1.3M2026-10-28
Stablepoint Partners, LLC
INCREASED8,5188,067+451+6%$3.4M$3.0M-$370.7K2026-11-03
MFA Wealth Advisors, LLC
INCREASED8,4928,282+210+3%$3.5M$3.0M-$470.4K2026-10-07
Sanders Morris Harris LLC
INCREASED8,4917,684+807+11%$3.2M$3.1M-$96.6K2026-10-14
Alchemi Wealth, LLC
DECREASED8,4588,633-175-2%$3.6M$3.0M-$630.1K2026-11-04
Oslo Pensjonsforsikring AS
INCREASED8,4468,061+385+5%$3.4M$3.0M-$393.7K2026-10-15
Private Trust Co NA
INCREASED8,3988,093+305+4%$3.4M$3.0M-$424.2K2026-10-20
Acorn Financial Advisory Services Inc
INCREASED8,3815,550+2,831+51%$2.3M$3.0M+$639.3K2026-11-02
Foster Group, Inc.
INCREASED8,3078,255+52+1%$3.5M$2.9M-$524.6K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED8,2368,415-179-2%$3.5M$2.9M-$617.1K2026-10-26
Swiss RE LTD
INCREASED8,2295,009+3,220+64%$2.1M$2.9M+$812.9K2026-11-06
Barr E S & Co
UNCHANGED8,2208,22000%$3.5M$2.9M-$540.8K2026-11-06
Abacus Wealth Partners, LLC
INCREASED8,2103,225+4,985+155%$1.4M$2.9M+$1.6M2026-11-03
Eagle Strategies LLC
INCREASED8,1957,830+365+5%$3.3M$2.9M-$385.6K2026-10-16
Cadent Capital Advisors, LLC
DECREASED8,17312,905-4,732-37%$5.4M$2.9M-$2.5M2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED8,1695,297+2,872+54%$2.2M$2.9M+$670.5K2026-10-26
RVW Wealth, LLC
INCREASED8,1698,046+123+2%$3.4M$2.9M-$485.7K2026-10-06
Concord Wealth Partners
DECREASED8,1489,386-1,238-13%$3.9M$2.9M-$1.1M2026-11-02
Signature Equity Partners, LLC
INCREASED8,1357,980+155+2%$3.4M$2.9M-$470.0K2026-10-29
Cromwell Holdings LLC
DECREASED8,0979,285-1,188-13%$3.9M$2.9M-$1.0M2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED8,0868,107-210%$3.4M$2.9M-$540.8K2026-10-23
Eagle Wealth Advisors LLC
INCREASED8,0658,041+24+0%$3.4M$2.9M-$520.5K2026-10-20
Tlwm
DECREASED8,0648,119-55-1%$3.4M$2.9M-$553.7K2026-10-09
Maxi Investments CY Ltd
UNCHANGED8,0408,04000%$3.4M$2.9K-$3.4M2026-10-26
Milestone Asset Management, LLC
INCREASED8,0397,950+89+1%$3.3M$2.9M-$491.5K2026-10-15
Variant Private Wealth, LLC
INCREASED8,0337,914+119+2%$3.3M$2.9M-$478.4K2026-10-21
Morling Financial Advisors, LLC
DECREASED8,0298,381-352-4%$3.5M$2.8M-$676.3K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED8,0164,602+3,414+74%$1.9M$2.8M+$909.0K2026-10-14
Cordatus Wealth Management LLC
DECREASED8,0098,235-226-3%$3.5M$2.8M-$622.0K2026-10-19
Axxion S.A.
DECREASED8,00710,007-2,000-20%$4.2M$2.8M-$1.4M2026-10-22
Fiduciary Alliance LLC
DECREASED8,0048,590-586-7%$3.6M$2.8M-$772.9K2026-10-13
Sjbenen Advisory, LLC
UNCHANGED8,0008,00000%$3.3M$2.9M-$482.3K2026-10-19
Themes Management Co LLC
INCREASED7,9517,712+239+3%$3.2M$2.8M-$422.6K2026-10-29
Benin Management Corp
UNCHANGED7,9517,95100%$3.3M$2.8M-$523.1K2026-10-22
Earned Wealth Advisors, LLC
INCREASED7,9137,366+547+7%$3.1M$2.8M-$290.5K2026-11-06
Virtue Capital Management, LLC
INCREASED7,8905,862+2,028+35%$2.5M$2.8M+$343.5K2026-10-29
Finer Wealth Management, Inc.
INCREASED7,8327,284+548+8%$3.1M$2.8M-$284.8K2026-10-16
Nations Financial Group Inc,
DECREASED7,8127,908-96-1%$3.3M$2.8M-$554.3K2026-11-05
Kornitzer Capital Management Inc
INCREASED7,8057,800+5+0%$3.3M$2.8M-$511.4K2026-11-03
Klingman & Associates, LLC
DECREASED7,7878,221-434-5%$3.5M$2.8M-$694.8K2026-10-20
ARS Investment Partners, LLC
UNCHANGED7,7127,71200%$3.2M$2.7M-$507.4K2026-11-05
Left Brain Wealth Management, LLC
DECREASED7,6857,733-48-1%$3.3M$2.7M-$525.8K2026-10-28
XXI Wealth, LLC
DECREASED7,6617,790-129-2%$3.3M$2.7M-$558.3K2026-10-22
Moran Wealth Management, LLC
INCREASED7,6447,527+117+2%$3.2M$2.7M-$453.7K2026-10-22
Leelyn Smith, LLC
DECREASED7,6407,664-240%$3.2M$2.7M-$512.7K2026-11-03
Journey Retirement Planning & Investment Management LLC
DECREASED7,5739,243-1,670-18%$3.9M$2.7M-$1.2M2026-10-09
Bryn Mawr Trust Advisors, LLC
DECREASED7,5587,939-381-5%$3.3M$2.7M-$657.5K2026-11-04
Bernardo Wealth Planning LLC
INCREASED7,5543,888+3,666+94%$1.6M$2.7M+$1.0M2026-10-23
Schorn Wealth LLC
UNCHANGED7,5367,53600%$3.2M$2.7M-$495.8K2026-10-14
Vigilare Wealth Management
DECREASED7,5317,845-314-4%$3.3M$2.7M-$627.5K2026-10-29
O'Domhnaill Enterprises, Inc.
NEW7,509—+7,509——$2.7M—2026-10-29
Univest Financial Corp
INCREASED7,5076,908+599+9%$2.9M$2.7M-$241.9K2026-11-05
Quantum Private Wealth, LLC
INCREASED7,4846,543+941+14%$2.8M$2.7M-$96.6K2026-10-20
Verum Partners LLC
INCREASED7,4837,297+186+3%$3.1M$2.7M-$414.1K2026-10-21
D'Orazio & Associates, Inc.
DECREASED7,4817,787-306-4%$3.3M$2.7M-$620.9K2026-11-04
Bensler, LLC
DECREASED7,4617,589-128-2%$3.2M$2.6M-$544.7K2026-11-05
Blue Line Capital, LLC / IL
INCREASED7,4546,811+643+9%$2.9M$2.6M-$220.0K2026-11-04
Tactive Advisors, LLC
INCREASED7,4446,926+518+7%$2.9M$2.6M-$271.9K2026-10-08
Uptick Partners, LLC
INCREASED7,4277,230+197+3%$3.0M$2.6M-$405.6K2026-11-04
First Heartland Consultants, Inc.
INCREASED7,4146,439+975+15%$2.7M$2.6M-$77.7K2026-10-08
Pacific Sage Partners, LLC
INCREASED7,3987,390+8+0%$3.1M$2.6M-$483.4K2026-10-21
Central Trust Co
DECREASED7,3917,532-141-2%$3.2M$2.6M-$545.7K2026-11-05
Affinity Capital Advisors, LLC
INCREASED7,3606,363+997+16%$2.7M$2.8M+$145.7K2026-10-13
Werba Rubin Papier Wealth Management
INCREASED7,3585,711+1,647+29%$2.4M$2.6M+$208.6K2026-11-06
Cabot Wealth Management Inc
DECREASED7,3577,766-409-5%$3.3M$2.6M-$656.0K2026-11-05
Paragon Private Wealth Management, LLC
DECREASED7,32810,247-2,919-28%$4.3M$2.6M-$1.7M2026-10-20
One Wealth Capital Management, LLC
DECREASED7,31512,644-5,329-42%$5.3M$2.6M-$2.7M2026-10-23
Core Wealth Partners LLC
INCREASED7,3147,076+238+3%$3.0M$2.6M-$381.0K2026-11-02
Carroll Advisory Group, LLC
DECREASED7,3117,754-443-6%$3.3M$2.6M-$667.3K2026-10-16
Archford Capital Strategies, LLC
INCREASED7,3106,328+982+16%$2.7M$2.6M-$67.9K2026-10-19
Trust Co of Vermont
INCREASED7,3077,120+187+3%$3.0M$2.6M-$402.1K2026-10-21
Dudley Capital Management, LLC
UNCHANGED7,3067,30600%$3.1M$2.6M-$480.7K2026-10-23
TCI Wealth Advisors, Inc.
INCREASED7,2825,683+1,599+28%$2.4M$2.6M+$193.6K2026-10-30
Ibex Wealth Advisors
INCREASED7,2656,390+875+14%$2.7M$2.6M-$109.9K2026-11-06
Clarus Wealth Advisors
INCREASED7,2506,009+1,241+21%$2.4M$2.8M+$406.5K2026-10-13
Corda Investment Management, Llc.
INCREASED7,2476,475+772+12%$2.7M$2.6M-$152.1K2026-10-22
SkyOak Wealth, LLC
DECREASED7,1957,232-37-1%$3.0M$2.6M-$488.9K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED7,1776,406+771+12%$2.7M$2.5M-$147.9K2026-10-27
Integral Investment Advisors, Inc.
INCREASED7,1766,056+1,120+18%$2.5M$2.5M-$1.0K2026-11-03
Certified Advisory Corp
DECREASED7,1687,510-342-5%$3.2M$2.5M-$615.4K2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED7,1465,501+1,645+30%$2.3M$2.5M+$221.8K2026-11-04
Floyd Financial Group LLC
INCREASED7,1325,363+1,769+33%$2.1M$2.7M+$551.4K2026-10-28
Retirement Planning Group, LLC
INCREASED7,1296,727+402+6%$2.8M$2.5M-$299.9K2026-10-19
Strengthening Families & Communities, LLC
INCREASED7,1246,998+126+2%$2.9M$2.5M-$415.7K2026-10-21
Grandview Asset Management LLC
DECREASED7,1179,420-2,303-24%$4.0M$2.5M-$1.4M2026-10-19
Wealth Alliance Advisory Group, LLC
INCREASED7,1056,480+625+10%$2.7M$2.5M-$204.6K2026-10-14
Clark Asset Management, LLC
DECREASED7,0757,085-100%$3.0M$2.5M-$469.7K2026-10-19
Avion Wealth
INCREASED7,0086,612+396+6%$2.8M$2.5K-$2.8M2026-11-04
Y.D. More Investments Ltd
INCREASED7,0016,458+543+8%$2.7M$2.5M-$174.4K2026-11-02
Bank Pictet & Cie (Europe) AG
UNCHANGED7,0007,00000%$2.9M$2.5M-$460.5K2026-10-20
Wealth Analytics Partners, LLC
DECREASED6,9687,181-213-3%$2.8M$2.5M-$372.6K2026-10-19
Onyx Bridge Wealth Group LLC
INCREASED6,9656,928+37+1%$2.9M$2.5M-$442.7K2026-10-16
M&G Plc
DECREASED6,89111,900-5,009-42%$5.0M$2.4M-$2.6M2026-11-04
Private Wealth Partners, LLC
DECREASED6,8758,306-1,431-17%$3.5M$2.4M-$1.1M2026-10-22
Allen Capital Group, LLC
DECREASED6,8717,075-204-3%$3.0M$2.4M-$537.8K2026-10-27
Annex Advisory Services, LLC
DECREASED6,8587,547-689-9%$3.2M$2.4M-$741.0K2026-10-16
ZWJ Investment Counsel Inc
DECREASED6,8516,918-67-1%$2.9M$2.4M-$478.9K2026-10-15
LexAurum Advisors, LLC
DECREASED6,8397,038-199-3%$3.0M$2.4M-$533.6K2026-10-19
CRA Financial Services, LLC
INCREASED6,8136,612+201+3%$2.8M$2.4M-$363.7K2026-10-16
Keystone Wealth Services, LLC
DECREASED6,7596,942-183-3%$2.9M$2.4M-$535.0K2026-11-03
Americana Partners, LLC
INCREASED6,7435,569+1,174+21%$2.3M$2.4M+$50.2K2026-10-28
Bernicke Wealth Management, Ltd.
INCREASED6,7296,325+404+6%$2.7M$2.4M-$272.6K2026-11-06
Arlington Trust Co LLC
INCREASED6,7166,461+255+4%$2.7M$2.4M-$334.6K2026-10-20
Samalin Investment Counsel, LLC
INCREASED6,6985,988+710+12%$2.5M$2.4M-$142.1K2026-10-23
AXS Investments LLC
DECREASED6,6636,843-180-3%$2.9M$2.4M-$514.1K2026-11-04
Southland Equity Partners LLC
DECREASED6,6586,974-316-5%$2.9M$2.4M-$570.9K2026-10-14
Wealth Effects LLC
INCREASED6,6586,552+106+2%$2.8M$2.4M-$393.4K2026-10-23
True North Advisors, LLC
INCREASED6,6185,232+1,386+26%$2.2M$2.3M+$147.5K2026-10-22
Clear Harbor Asset Management, LLC
DECREASED6,6096,617-80%$2.8M$2.3M-$438.2K2026-11-05
Waldron Private Wealth LLC
INCREASED6,6066,155+451+7%$2.6M$2.3M-$244.8K2026-11-02
Spirit of America Management Corp
INCREASED6,5756,475+100+2%$2.7M$2.3M-$390.5K2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED6,5746,694-120-2%$2.8M$2.3M-$483.0K2026-10-20
Sun Group Wealth Partners
INCREASED6,5066,440+66+1%$2.7M$2.3M-$400.3K2026-10-26
Brown, Lisle Ings, Inc.
DECREASED6,4726,487-150%$2.7M$2.3M-$432.1K2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED6,4626,565-103-2%$2.8M$2.3M-$468.5K2026-10-23
U S Global Investors Inc
UNCHANGED6,4506,45000%$2.7M$2.3M-$424.3K2026-10-22
RFG Holdings, Inc.
INCREASED6,4496,254+195+3%$2.6M$2.3M-$342.5K2026-10-30
AMG National Trust Bank
DECREASED6,4476,599-152-2%$2.8M$2.3M-$488.1K2026-11-05
Forum Financial Management, LP
INCREASED6,4276,275+152+2%$2.6M$2.3M-$358.8K2026-10-16
Fragasso Financial Advisors Inc
INCREASED6,4076,243+164+3%$2.6M$2.5M-$173.8K2026-10-13
Sage Capital Management, LLC
UNCHANGED6,3736,37300%$2.7M$2.3M-$419.3K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED6,3646,369-50%$2.7M$2.3M-$420.9K2026-10-14
Chris Bulman Inc
DECREASED6,3566,416-60-1%$2.7M$2.3M-$443.4K2026-10-20
Carter Financial Group, Inc.
INCREASED6,3435,415+928+17%$2.3M$2.3M-$27.0K2026-10-21
Impact Capital Partners LLC
INCREASED6,3416,096+245+4%$2.6M$2.2M-$314.1K2026-10-22
SLT Holdings LLC
INCREASED6,3296,324+5+0%$2.7M$2.2M-$414.3K2026-10-15
World Equity Group, Inc.
DECREASED6,32413,237-6,913-52%$5.6M$2.2M-$3.3M2026-10-14
Purus Wealth Management, LLC
INCREASED6,3176,311+6+0%$2.7M$2.2M-$413.1K2026-10-15
Hudson Canyon Capital Management
DECREASED6,3096,696-387-6%$2.8M$2.2M-$577.8K2026-11-04
Toth Financial Advisory Corp
DECREASED6,3086,427-119-2%$2.7M$2.2M-$465.1K2026-10-08
Bradley & Co. Private Wealth Management, LLC
DECREASED6,3036,783-480-7%$2.9M$2.2M-$616.6K2026-10-23
Revolve Wealth Partners, LLC
DECREASED6,3036,324-210%$2.7M$2.2M-$423.4K2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
INCREASED6,2906,175+115+2%$2.6M$2.2M-$365.6K2026-10-09
Bourne Lent Asset Management Inc
UNCHANGED6,2756,27500%$2.6M$2.2M-$412.8K2026-11-05
MCF Advisors LLC
INCREASED6,2546,114+140+2%$2.6M$2.2M-$352.6K2026-10-28
Fortis Group Advisors, LLC
INCREASED6,2335,617+616+11%$2.4M$2.5M+$107.2K2026-11-06
Souders Financial Advisors
INCREASED6,2225,861+361+6%$2.5M$2.2M-$257.6K2026-11-03
Joel Isaacson & Co., LLC
INCREASED6,2125,854+358+6%$2.5M$2.2M-$258.1K2026-11-05
Davidson Kahn Capital Management, LLC
INCREASED6,1924,709+1,483+31%$2.0M$2.2M+$216.4K2026-10-26
1900 Wealth Management LLC
DECREASED6,1526,183-310%$2.6M$2.2M-$417.8K2026-10-13
Net Worth Advisory Group
INCREASED6,1436,010+133+2%$2.5M$2.2M-$352.5K2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED6,1385,548+590+11%$2.3M$2.2M-$155.7K2026-11-05
High Net Worth Advisory Group LLC
DECREASED6,1286,154-260%$2.6M$2.2M-$414.1K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED6,1155,908+207+4%$2.5M$2.2M-$315.3K2026-10-20
Rezny Wealth Management, Inc.
INCREASED6,1155,951+164+3%$2.5M$2.2M-$333.3K2026-10-15
Elevation Wealth Partners, LLC
DECREASED6,0986,167-69-1%$2.6M$2.2M-$430.2K2026-10-07
Accredited Investors Inc.
INCREASED6,0836,026+57+1%$2.5M$2.2M-$376.3K2026-11-03
Valen Private Capital, LLC
NEW6,074—+6,074——$2.2M—2026-10-23
Arnold Financial Planning LLC
DECREASED6,0506,159-109-2%$2.6M$2.1M-$443.9K2026-10-20
West Wealth Group, LLC
INCREASED6,0365,740+296+5%$2.4M$2.1M-$272.6K2026-10-14
Quad-Cities Investment Group, LLC
INCREASED5,9825,726+256+4%$2.4M$2.1M-$285.9K2026-10-16
Cypress Capital Group
INCREASED5,9745,574+400+7%$2.3M$2.1M-$224.8K2026-11-03
Palacios Wealth Management, LLC
DECREASED5,9745,985-110%$2.5M$2.1M-$397.7K2026-11-04
Stone Wealth Partners
INCREASED5,9682,448+3,520+144%$1.0M$2.1M+$1.1M2026-11-05
SYM Financial Corp
INCREASED5,9665,449+517+9%$2.3M$2.1M-$174.9K2026-10-26
Argentarii, LLC
DECREASED5,9505,955-50%$2.0M$2.1M+$129.2K2026-10-28
Mainstream Capital Management LLC
DECREASED5,9475,985-38-1%$2.5M$2.1M-$407.2K2026-10-23
SP Asset Management LLC
DECREASED5,9446,115-171-3%$2.6M$2.1M-$462.8K2026-11-05
Jacobsen Capital Management
INCREASED5,9335,745+188+3%$2.4M$2.1M-$311.3K2026-10-27
Intesa Sanpaolo Wealth Management
INCREASED5,9314,703+1,228+26%$2.0M$2.1M+$126.3K2026-10-28
FFG Partners, LLC
DECREASED5,9296,401-472-7%$2.7M$2.1M-$588.6K2026-10-15
DDD Partners, LLC
INCREASED5,9265,742+184+3%$2.4M$2.1M-$312.5K2026-11-02
Albion Financial Group
DECREASED5,9265,936-100%$2.5M$2.1M-$394.1K2026-10-21
Founders Grove Wealth Partners, LLC
UNCHANGED5,9135,91300%$2.5M$2.1M-$389.0K2026-10-16
First Affirmative Financial Network
NEW5,905—+5,905——$2.1M—2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED5,9015,274+627+12%$2.2M$2.1K-$2.2M2026-11-05
QP Wealth Management, LLC
DECREASED5,8956,189-294-5%$2.6M$2.1M-$511.5K2026-10-20
Bailard, Inc.
INCREASED5,8935,658+235+4%$2.4M$2.1M-$288.9K2026-10-13
Canopy Partners, LLC
INCREASED5,8805,681+199+4%$2.4M$2.1M-$303.1K2026-10-28
Aspiriant, LLC
INCREASED5,8635,855+8+0%$2.5M$2.1M-$382.4K2026-10-16
Wespac Advisors SoCal, LLC
DECREASED5,8625,882-200%$2.5M$2.1M-$394.1K2026-10-13
Shelton Wealth Management, LLC
INCREASED5,8545,214+640+12%$2.2M$2.1M-$116.0K2026-10-16
Compass Financial Management LLC
DECREASED5,8505,919-69-1%$2.1M$2.1M-$15.7K2026-10-30
Fogel Capital Management, Inc.
UNCHANGED5,8385,83800%$2.5M$2.1M-$384.1K2026-11-04
Security National Bank
INCREASED5,8355,676+159+3%$2.4M$2.1M-$317.0K2026-10-26
Crown Wealth Group, LLC
DECREASED5,8266,303-477-8%$2.7M$2.1M-$583.9K2026-10-19
Mirador Capital Partners LP
DECREASED5,82012,023-6,203-52%$5.1M$2.1M-$3.0M2026-10-09
Fearless Solutions, LLC dba Best Invest
INCREASED5,8135,783+30+1%$2.4M$2.1M-$369.8K2026-10-14
Tabr Capital Management, LLC
UNCHANGED5,8135,81300%$2.4M$2.1M-$382.4K2026-10-20
Atticus Wealth Management, LLC
INCREASED5,8085,350+458+9%$2.3M$2.1M-$189.5K2026-10-20
Confluence Wealth Services, Inc.
DECREASED5,7988,578-2,780-32%$3.6M$2.1M-$1.6M2026-11-05
William Mack & Associates, Inc.
DECREASED5,7986,002-204-3%$2.5M$2.1M-$467.3K2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED5,7975,764+33+1%$2.4M$2.1M-$367.5K2026-10-15
Riversedge Advisors, LLC
INCREASED5,7765,336+440+8%$2.2M$2.0M-$194.9K2026-10-09
Mount Vernon Associates Inc
INCREASED5,7455,645+100+2%$2.4M$2.0K-$2.4M2026-10-26
Yarbrough Capital, LLC
UNCHANGED5,7215,72100%$2.4M$2.0M-$376.4K2026-10-19
CV Advisors LLC
INCREASED5,6984,707+991+21%$2.0M$2.0M+$41.9K2026-10-13
Altiora Financial Group, LLC
DECREASED5,6925,795-103-2%$2.4M$2.0M-$417.8K2026-11-04
Trust Co of Toledo NA
INCREASED5,6875,409+278+5%$2.3M$2.0M-$257.2K2026-10-16
Pennsylvania Capital Management Inc
UNCHANGED5,6695,66900%$2.4M$2.0M-$373.0K2026-11-05
Avondale Wealth Management
DECREASED5,6555,727-72-1%$2.4M$2.0M-$402.3K2026-10-15
Burton Enright Welch
DECREASED5,6546,287-633-10%$2.6M$2.0M-$638.2K2026-11-04
Pacific Asset Management, LLC
DECREASED5,6375,677-40-1%$2.4M$2.0M-$387.7K2026-10-15
Crystal Rock Capital Management
UNCHANGED5,6355,63500%$2.4M$2.0M-$370.7K2026-10-28
ProVise Management Group, LLC
DECREASED5,6346,248-614-10%$2.6M$2.0M-$628.9K2026-11-06
Fairscale Capital, LLC
INCREASED5,6265,591+35+1%$2.4M$2.2M-$102.2K2026-11-04
Sims Investment Management, LLC
DECREASED5,6195,668-49-1%$2.4M$2.0M-$390.3K2026-10-13
Landaas & Co
INCREASED5,6174,542+1,075+24%$1.9M$2.0M+$82.6K2026-10-29
Naples Global Advisors, LLC
UNCHANGED5,6065,60600%$2.4M$2.0M-$368.8K2026-11-05
Aurora Investment Managers, Llc.
DECREASED5,6035,704-101-2%$2.4K$2.0K-$4112026-10-15
Almanack Investment Partners, Llc.
INCREASED5,5625,523+39+1%$2.3M$2.0M-$349.5K2026-11-03
Armstrong, Fleming & Moore, Inc
UNCHANGED5,5525,55200%$2.3M$2.0M-$365.3K2026-10-28
Golden Reserve Retirement LLC
INCREASED5,5444,829+715+15%$2.0M$2.0M-$64.1K2026-11-02
Philadelphia Trust Co
INCREASED5,5213,521+2,000+57%$1.5M$2.0K-$1.5M2026-11-05
Buck Wealth Strategies, LLC
INCREASED5,5132,933+2,580+88%$1.2M$2.0M+$722.4K2026-10-28
Kingsbury Capital Investment Advisors LLC
DECREASED5,4995,663-164-3%$2.4M$2.0M-$430.8K2026-10-20
Palatine Hill Wealth Management, LLC
DECREASED5,4985,970-472-8%$2.5M$2.0M-$560.4K2026-11-03
Titan Investment Management LLC
DECREASED5,4905,493-30%$2.3M$1.9M-$362.4K2026-10-22
Thrive Wealth Management, LLC
DECREASED5,4715,779-308-5%$2.4M$1.9M-$489.5K2026-10-13
Castle Rock Wealth Management, LLC
INCREASED5,4614,943+518+10%$2.1M$2.1M-$23.4K2026-10-09
Waters Parkerson & Co., LLC
UNCHANGED5,4525,45200%$2.3M$1.9M-$358.7K2026-11-04
AGP Franklin, LLC
DECREASED5,4495,780-331-6%$2.4M$1.9M-$497.7K2026-11-04
Kaizen Financial Strategies
DECREASED5,4305,653-223-4%$2.4M$1.9M-$477.6K2026-10-09
Hamilton Capital, LLC
INCREASED5,4155,383+32+1%$2.3M$1.9M-$342.8K2026-10-08
Jm2 Capital Inc.
DECREASED5,3915,431-40-1%$2.3M$1.9M-$371.5K2026-10-14
GPM Growth Investors, Inc.
UNCHANGED5,3705,37000%$2.3M$1.9M-$353.3K2026-10-30
Trilogy Capital Inc.
INCREASED5,3294,554+775+17%$1.9M$1.9M-$24.6K2026-10-20
Cullinan Associates Inc
INCREASED5,3213,800+1,521+40%$1.6M$1.9M+$289.7K2026-11-03
StoryOne LLC
INCREASED5,2963,323+1,973+59%$1.4M$1.9M+$481.4K2026-10-13
Robocap Asset Management Ltd
INCREASED5,2965,251+45+1%$2.2M$1.9M-$329.5K2026-11-02
Opal Wealth Advisors, LLC
DECREASED5,2915,360-69-1%$2.3M$1.9M-$377.1K2026-10-16
55 North Private Wealth, LLC
INCREASED5,2855,106+179+4%$2.1M$1.9M-$272.4K2026-10-20
Guardian Asset Advisors, LLC
INCREASED5,2835,278+5+0%$2.2M$1.9M-$345.6K2026-10-16
Silverlake Wealth Management LLC
DECREASED5,2705,372-102-2%$2.3M$1.9M-$389.6K2026-10-21
Fidelis iM, LLC
INCREASED5,2435,143+100+2%$2.2M$1.9M-$302.9K2026-10-16
ACT Wealth Management, LLC
UNCHANGED5,2415,24100%$2.2M$1.9M-$344.8K2026-10-09
Yankcom Partnership
INCREASED5,2404,341+899+21%$1.8M$1.9M+$33.4K2026-10-15
Ethos Capital Management, Inc.
INCREASED5,2294,364+865+20%$1.8M$1.9M+$19.8K2026-11-03
MW Advisory, LLC
INCREASED5,2144,223+991+23%$1.8M$1.8M+$73.8K2026-10-19
First Command Advisory Services, Inc.
INCREASED5,2023,668+1,534+42%$1.5M$1.8M+$303.0K2026-11-05
EdgeRock Capital LLC
INCREASED5,1854,731+454+10%$2.0M$1.8M-$150.2K2026-11-03
Peck Wealth Management, LLC
UNCHANGED5,1805,18000%$2.2M$1.8M-$340.8K2026-10-29
PW Nova Financial Services LLC
DECREASED5,1795,642-463-8%$2.4M$1.8M-$535.5K2026-10-15
Sara-Bay Financial
INCREASED5,1764,129+1,047+25%$1.7M$1.8M+$99.8K2026-10-21
Wealth Advisors Northwest LLC
UNCHANGED5,1725,17200%$2.2M$1.8M-$340.3K2026-10-29
True Private Wealth Advisors
DECREASED5,1695,953-784-13%$2.5M$1.8M-$669.4K2026-10-19
Waterfront Wealth Inc.
INCREASED5,1625,099+63+1%$2.1M$1.9M-$143.0K2026-11-03
Stonebridge Financial Group, LLC
INCREASED5,1385,061+77+2%$2.1M$1.8M-$305.6K2026-10-01
Crumly & Associates Inc.
INCREASED5,1304,698+432+9%$2.0M$1.8M-$155.8K2026-10-07
Vanguard Capital Wealth Advisors
DECREASED5,1145,325-211-4%$2.2M$1.8M-$425.2K2026-10-16
Welch & Forbes LLC
DECREASED5,1095,199-90-2%$2.2M$1.8M-$374.0K2026-11-04
Abundance Wealth Counselors
DECREASED5,0985,182-84-2%$2.2M$1.8M-$370.7K2026-10-26
Chicago Trust Co NA
INCREASED5,0943,252+1,842+57%$1.4M$1.8M+$439.6K2026-10-28
Perryman Financial Advisory Inc
INCREASED5,0793,984+1,095+27%$1.7M$1.8M+$126.1K2026-10-16
XML Financial, LLC
DECREASED5,0585,991-933-16%$2.5M$1.8M-$725.1K2026-10-29
Stackstone Wealth, LLC
NEW5,044—+5,044——$1.8M—2026-10-19
LS Investment Advisors, LLC
INCREASED5,0392,777+2,262+81%$1.2M$1.8M+$619.9K2026-10-13
Uniting Wealth Partners, LLC
INCREASED5,0393,673+1,366+37%$1.5M$1.8M+$243.0K2026-11-06
HF Advisory Group, LLC
UNCHANGED5,0275,02700%$2.1M$1.8M-$330.7K2026-10-09
Silvia Mccoll Wealth Management, LLC
DECREASED5,0175,075-58-1%$2.1M$1.8M-$354.5K2026-10-07
Consolidated Investment Group LLC
UNCHANGED5,0005,00000%$2.1M$1.8M-$329.0K2026-11-04
Motive Wealth Advisors
INCREASED4,9934,896+97+2%$2.1M$1.8M-$287.7K2026-10-26
Karras Company, Inc.
DECREASED4,9794,982-30%$2.1M$1.8M-$328.8K2026-10-16
McNaughton Wealth Management, LLC
INCREASED4,9564,660+296+6%$2.0M$1.8M-$201.6K2026-10-09
Stevens Capital Partners
INCREASED4,9554,585+370+8%$1.9M$1.8M-$170.6K2026-10-29
University of Texas S AM Investment Management Co
DECREASED4,95019,278-14,328-74%$8.1M$1.8M-$6.4M2026-11-03
Arkfeld Wealth Strategies, L.L.C.
INCREASED4,9354,854+81+2%$2.0M$1.9M-$173.1K2026-10-19
McGlone Suttner Wealth Management, Inc.
UNCHANGED4,9234,92300%$2.1M$1.7M-$323.9K2026-10-13
ARS Wealth Advisors Group, LLC
DECREASED4,9194,972-53-1%$2.1M$1.7M-$345.9K2026-10-16
Financial Management Professionals, Inc.
DECREASED4,9114,936-25-1%$2.1M$1.7M-$333.5K2026-10-23
Lighthouse Financial LLC
INCREASED4,8971,748+3,149+180%$735.2K$1.7M+$1.0M2026-10-23
Wiregrass Investment Management LLC
DECREASED4,8945,626-732-13%$2.4M$1.7M-$629.9K2026-11-05
Mindset Wealth Management, LLC
DECREASED4,8865,182-296-6%$2.2M$1.7M-$445.9K2026-10-19
May Hill Capital, LLC
INCREASED4,8804,397+483+11%$1.8M$1.7M-$117.9K2026-11-03
Wealth Architects, LLC
DECREASED4,8765,409-533-10%$2.3M$1.7M-$545.0K2026-11-03
Greenspring Advisors, LLC
INCREASED4,8714,865+6+0%$2.0M$1.7M-$318.0K2026-11-05
Wheelhouse Advisory Group LLC
INCREASED4,8604,318+542+13%$1.8M$1.7M-$91.8K2026-10-20
Tritonpoint Wealth, LLC
DECREASED4,8595,003-144-3%$2.1M$1.7M-$380.2K2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED4,8584,772+86+2%$1.9M$1.8M-$102.6K2026-10-21
TrueWealth Advisors, LLC
INCREASED4,8574,545+312+7%$1.9M$1.7M-$188.3K2026-10-09
Friday Financial
INCREASED4,8564,483+373+8%$1.8M$1.7M-$86.7K2026-10-09
Guyasuta Investment Advisors Inc
DECREASED4,8484,912-64-1%$2.1M$1.7M-$345.9K2026-10-15
Martel Wealth Advisors LLC
UNCHANGED4,8484,84800%$2.0M$1.7M-$319.0K2026-10-14
CFM Wealth Partners LLC
DECREASED4,8395,007-168-3%$2.1M$1.7M-$389.0K2026-11-05
Index Fund Advisors, Inc.
INCREASED4,8334,754+79+2%$2.0M$1.7M-$284.8K2026-11-05
MFG Wealth Management, Inc.
INCREASED4,8304,625+205+4%$1.9M$1.7M-$231.4K2026-10-09
BLB&B Advisors, LLC
INCREASED4,8234,822+1+0%$2.0M$1.7M-$316.9K2026-10-27
GSG Advisors LLC
INCREASED4,8013,468+1,333+38%$1.5M$1.7M+$244.8K2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED4,8014,990-189-4%$2.1M$1.7M-$395.3K2026-10-23
Gradient Investments LLC
DECREASED4,7938,399-3,606-43%$3.5M$1.7M-$1.8M2026-10-08
GAM Holding AG
DECREASED4,7904,794-40%$2.0M$1.7M-$316.8K2026-11-03
WealthBridge Capital Management, LLC
INCREASED4,7894,737+52+1%$2.0M$1.7M-$293.1K2026-10-16
Adirondack Trust Co
DECREASED4,7874,887-100-2%$2.1M$1.7M-$357.0K2026-10-14
Reflection Asset Management
INCREASED4,7864,577+209+5%$1.9M$1.7M-$227.0K2026-10-28
Burney Co/
DECREASED4,7565,036-280-6%$2.1M$1.7M-$430.7K2026-10-15
Mechanics Financial Corp
INCREASED4,7544,684+70+1%$2.0M$1.7M-$283.3K2026-11-05
Searcy Financial Services Inc
UNCHANGED4,7524,75200%$2.0M$1.7M-$312.6K2026-10-07
Vision Financial Markets LLC
DECREASED4,7474,762-150%$2.0M$1.7M-$318.9K2026-10-22
Intrua Financial, LLC
INCREASED4,7434,461+282+6%$1.9M$1.7M-$193.4K2026-10-28
Advisory Resource Group
UNCHANGED4,7424,74200%$2.0M$1.7M-$312.0K2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED4,7274,573+154+3%$1.9M$1.7M-$246.2K2026-10-13
CFS Investment Advisory Services, LLC
INCREASED4,7254,716+9+0%$1.9M$1.8M-$56.8K2026-10-19
Box Hill Private Wealth LLC
DECREASED4,7164,931-215-4%$2.1M$1.7M-$400.7K2026-10-05
Horizon Wealth Management, LLC
DECREASED4,7114,724-130%$2.0M$1.7M-$315.4K2026-11-02
Outbound Financial Inc
UNCHANGED4,6904,69000%$2.0M$1.7M-$308.6K2026-10-13
Creekside Partners
UNCHANGED4,6824,68200%$2.0M$1.7M-$308.0K2026-11-04
Central Pacific Bank - Trust Division
DECREASED4,6634,752-89-2%$2.0M$1.7M-$344.2K2026-10-06
Bosman Wealth Management, LLC
UNCHANGED4,6614,66100%$2.0M$1.7M-$306.6K2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
DECREASED4,6594,845-186-4%$2.0M$1.7M-$384.7K2026-10-15
Elevatus Welath Management
DECREASED4,6584,907-249-5%$2.1M$1.7M-$411.0K2026-10-19
WealthPLAN Partners, LLC
DECREASED4,6515,010-359-7%$2.1M$1.7M-$457.0K2026-10-15
Genesee Capital Advisors, LLC
DECREASED4,6504,993-343-7%$2.1M$1.6M-$450.2K2026-10-20
Valley National Advisers Inc
INCREASED4,6184,556+62+1%$1.9M$1.6M-$277.9K2026-10-23
Wagner Wealth Management, LLC
DECREASED4,6114,652-41-1%$2.0M$1.6M-$320.6K2026-10-21
Triumph Capital Management
INCREASED4,6064,541+65+1%$1.9M$1.6M-$275.7K2026-10-14
Integrity Advisory Solutions, LLC
INCREASED4,6034,372+231+5%$1.8M$1.6M-$205.8K2026-10-29
Winch Advisory Services, LLC
DECREASED4,5874,651-64-1%$2.0M$1.6M-$328.7K2026-11-06
Sigma Investment Counselors Inc
DECREASED4,5715,427-856-16%$2.3M$1.6M-$660.8K2026-10-27
LifeWealth Investments, LLC
DECREASED4,5664,619-53-1%$1.9M$1.6M-$322.7K2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED4,5624,56200%$1.9M$1.9M$02026-11-03
Greenfield Savings Bank
DECREASED4,5284,639-111-2%$2.0M$1.6M-$344.6K2026-10-07
Legacy Financial Strategies, LLC
INCREASED4,5264,510+16+0%$1.9M$1.6M-$291.0K2026-10-15
Shearwater Capital LLC
UNCHANGED4,5214,52100%$1.9M$1.6M-$297.4K2026-10-13
T3 Companies, LLC
NEW4,520—+4,520——$1.6M—2026-10-22
Schmidt P J Investment Management Inc
DECREASED4,5184,763-245-5%$2.0M$1.6M-$400.3K2026-11-02
Meridian Financial Partners LLC
DECREASED4,5134,563-50-1%$1.8M$1.6M-$164.2K2026-10-23
Lionshead Wealth Management, LLC
INCREASED4,5024,001+501+13%$1.7M$1.6M-$85.5K2026-10-21
Holos Integrated Wealth LLC
INCREASED4,5013,516+985+28%$1.4M$1.7M+$240.0K2026-10-23
Viking Fund Management LLC
UNCHANGED4,5004,50000%$1.9M$1.6M-$296.1K2026-10-14
Beacon Financial Group
INCREASED4,4814,154+327+8%$1.7M$1.6M-$157.3K2026-10-19
AMG Asset Management Group, Inc.
DECREASED4,4805,607-1,127-20%$2.4M$1.6M-$768.8K2026-10-21
Acropolis Investment Management, LLC
INCREASED4,4684,044+424+10%$1.7M$1.6M-$115.6K2026-10-08
State of Wyoming
DECREASED4,4564,704-248-5%$2.0M$1.6M-$397.5K2026-10-28
Marietta Wealth Management, LLC
UNCHANGED4,4524,45200%$1.9M$1.6M-$237.9K2026-10-22
Oxler Private Wealth LLC
UNCHANGED4,4424,44200%$1.9M$1.6M-$292.2K2026-10-21
Herbst Group, LLC
NEW4,437—+4,437——$1.6M—2026-10-20
Asahi Life Asset Management Co., Ltd.
DECREASED4,4344,636-202-4%$1.9M$1.6M-$376.7K2026-11-06
4J Wealth Management LLC
UNCHANGED4,4344,43400%$1.9M$1.6M-$291.7K2026-11-02
BetterWealth, LLC
DECREASED4,4194,557-138-3%$1.9M$1.6M-$348.8K2026-10-15
D.B. Root & Company, LLC
INCREASED4,4184,276+142+3%$1.8M$1.6M-$231.0K2026-11-04
Signature Resources Capital Management, LLC
INCREASED4,4112,816+1,595+57%$1.2M$1.6M+$380.6K2026-10-16
Arrow Financial Corp
DECREASED4,4044,544-140-3%$1.9M$1.6M-$348.6K2026-10-26
Jacobs & Co
DECREASED4,3984,446-48-1%$1.9K$1.6K-$3092026-10-09
JB Capital LLC
INCREASED4,3974,349+48+1%$1.8M$1.6M-$268.9K2026-10-19
Insight Advisors, LLC/ PA
DECREASED4,3864,429-43-1%$1.9M$1.6M-$306.6K2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED4,3814,366+15+0%$1.8M$1.6M-$281.9K2026-10-22
RBA Wealth Management, LLC
INCREASED4,3712,611+1,760+67%$1.1M$1.6M+$452.7K2026-10-28
Financial Security Advisor, Inc.
DECREASED4,3584,422-64-1%$1.9M$1.5M-$313.7K2026-11-03
Cornerstone Advisory, LLC
INCREASED4,3343,787+547+14%$1.6M$1.5M-$55.1K2026-11-06
Somerset Trust Co
INCREASED4,3334,289+44+1%$1.8M$1.5M-$266.6K2026-10-13
City State Bank
DECREASED4,3304,485-155-3%$1.9M$1.5M-$350.1K2026-10-20
Johnson Financial Group, LLC
DECREASED4,2999,724-5,425-56%$4.1M$1.5M-$2.6M2026-11-03
StoneRidge PMG Advisors, LLC
NEW4,292—+4,292——$1.5K—2026-11-04
Alliance Wealth Advisors, LLC
DECREASED4,2905,172-882-17%$2.2M$1.5M-$653.2K2026-10-28
Goldenstone Wealth Management LLC
INCREASED4,2544,126+128+3%$1.7M$1.5M-$226.1K2026-11-04
Kelleher Financial Advisors
DECREASED4,25310,377-6,124-59%$4.4M$1.5M-$2.9M2026-10-30
Pines Wealth Management, LLC
INCREASED4,2494,191+58+1%$1.8M$1.5M-$255.1K2026-10-21
Heritage Family Offices, LLP
INCREASED4,2464,052+194+5%$1.7M$1.5M-$197.7K2026-11-02
Smith Group Asset Management, LLC
DECREASED4,2394,458-219-5%$1.9M$1.5M-$371.0K2026-10-27
Frederick Financial Consultants, LLC
DECREASED4,2304,305-75-2%$1.8M$1.5M-$309.8K2026-10-29
Ballew Advisors, Inc
DECREASED4,2085,660-1,452-26%$2.2M$1.6M-$667.5K2026-10-05
Tennessee Valley Asset Management Partners
INCREASED4,2064,186+20+0%$1.8M$1.5M-$268.3K2026-11-03
Saxony Capital Management, LLC
INCREASED4,2024,015+187+5%$1.7M$1.5M-$197.7K2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED4,1918,059-3,868-48%$3.4M$1.5M-$1.9M2026-10-26
Marin Bay Wealth Advisors, LLC
DECREASED4,1854,377-192-4%$1.8M$1.5M-$356.1K2026-10-28
TSG Advice Partners, LLC
NEW4,163—+4,163——$1.8M—2026-10-29
Aafmaa Wealth Management & Trust LLC
INCREASED4,1563,975+181+5%$1.7M$1.5M-$197.3K2026-10-14
JGP Wealth Management, LLC
INCREASED4,1524,047+105+3%$1.7M$1.5M-$229.0K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED4,1454,157-120%$1.7M$1.5M-$277.7K2026-10-19
Independent Wealth Network Inc.
DECREASED4,1394,248-109-3%$1.8M$1.5M-$318.1K2026-10-19
Howard Capital Management Group, LLC
UNCHANGED4,1334,13300%$1.7M$1.5M-$271.9K2026-10-16
Wealth Quarterback LLC
INCREASED4,1193,793+326+9%$1.6M$1.5M-$133.8K2026-10-20
Winter & Associates, Inc.
DECREASED4,1194,225-106-3%$1.8M$1.5M-$237.7K2026-10-23
Global Trust Wealth Management LLC
DECREASED4,1184,139-21-1%$1.7M$1.5M-$279.8K2026-10-14
Pachira Investments Inc.
INCREASED4,1163,600+516+14%$1.5M$1.5M-$53.8K2026-10-14
Money Concepts Capital Corp
DECREASED4,1105,731-1,621-28%$2.4M$1.5M-$952.2K2026-11-06
Strong Retirement Solutions LLC
INCREASED4,0923,769+323+9%$1.6M$1.5M-$133.4K2026-10-07
TriaGen Wealth Management LLC
UNCHANGED4,0904,09000%$1.7M$1.5M-$269.1K2026-10-14
Glenview Trust Co
INCREASED4,0883,559+529+15%$1.5M$1.5M-$46.5K2026-10-28
North Berkeley Wealth Management, LLC
DECREASED4,0844,246-162-4%$1.8M$1.4M-$336.8K2026-11-02
Baring Financial LLC
DECREASED4,0774,168-91-2%$1.8M$1.4M-$306.5K2026-10-07
Lakeshore Capital Group, Inc.
INCREASED4,0723,773+299+8%$1.6M$1.4M-$142.2K2026-10-20
Atlas Private Wealth Advisors
DECREASED4,0704,548-478-11%$1.9M$1.4M-$468.8K2026-10-23
New Covenant Trust Company, N.A.
INCREASED4,0653,430+635+19%$1.4M$1.4M-$3552026-10-08
Central Valley Advisors, LLC
DECREASED4,0654,184-119-3%$1.8M$1.4M-$317.5K2026-10-27
Advocate Group LLC
UNCHANGED4,0404,04000%$1.7M$1.4M-$265.8K2026-10-19
Ceera Investments, LLC
DECREASED4,0394,061-22-1%$1.7M$1.4M-$275.0K2026-11-02
Scheeler Financial LLC
NEW4,024—+4,024——$1.4M—2026-10-13
Cyr Financial Inc.
INCREASED4,0123,618+394+11%$1.5M$1.4M-$98.2K2026-10-16
Phillips Financial Management, LLC
INCREASED4,0073,996+11+0%$1.7M$1.4M-$259.0K2026-10-19
M.E. Allison & Co., Inc.
INCREASED4,0041,154+2,850+247%$485.4K$1.4M+$935.3K2026-10-09
NovaPoint Capital, LLC
INCREASED4,0013,596+405+11%$1.5M$1.4M-$92.9K2026-10-22
Wellington Shields & Co., LLC
INCREASED4,0001,011+2,989+296%$425.2K$1.4M+$994.0K2026-11-03
Wellington Shields Capital Management, LLC
DECREASED4,0004,753-753-16%$2.0M$1.4M-$579.9K2026-11-03
Capital Management Associates
UNCHANGED4,0004,00000%$1.7M$1.4M-$263.2K2026-11-03
Hoxton Planning & Management, LLC
DECREASED3,9944,124-130-3%$1.7M$1.4M-$317.5K2026-10-15
North Star Investment Management Corp.
INCREASED3,9923,577+415+12%$1.5M$1.4M-$88.1K2026-10-27
Aletheian Wealth Advisors LLC
INCREASED3,9752,960+1,015+34%$1.2M$1.4M+$165.4K2026-10-08
Journey Advisory Group, LLC
DECREASED3,9534,053-100-2%$1.7M$1.4M-$302.1K2026-11-04
Fortitude Advisory Group L.L.C.
INCREASED3,9493,892+57+1%$1.6M$1.4M-$235.8K2026-10-15
Beaumont Financial Advisors, LLC
DECREASED3,9484,151-203-5%$1.7M$1.4M-$345.1K2026-10-22
Green Ridge Wealth Planning LLC
DECREASED3,9434,643-700-15%$2.0M$1.4M-$553.8K2026-10-08
Unique Wealth Strategies, LLC
UNCHANGED3,9343,93400%$1.7M$1.7M$02026-10-13
Rydar Equities, Inc.
INCREASED3,9333,716+217+6%$1.4M$1.5M+$66.5K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED3,9293,727+202+5%$1.6M$1.4M-$173.5K2026-10-26
Balance Wealth Partners LLC
INCREASED3,9273,798+129+3%$1.6M$1.4M-$204.1K2026-10-27
Sutton Place Investors LLC
DECREASED3,9254,016-91-2%$1.7M$1.4M-$296.5K2026-10-20
Mainsail Asset Management, LLC
INCREASED3,9203,772+148+4%$1.4M$1.5M+$55.7K2026-10-14
Traveka Wealth, LLC
INCREASED3,9173,331+586+18%$1.4M$1.4M-$11.2K2026-10-19
TKG Advisors, LLC
INCREASED3,9173,894+23+1%$1.6M$1.4M-$248.0K2026-11-02
Novem Group
DECREASED3,9124,037-125-3%$1.7M$1.4M-$309.8K2026-10-19
Great Waters Wealth Management
DECREASED3,9104,392-482-11%$1.8M$1.4M-$460.0K2026-10-07
Michels Family Financial, LLC
INCREASED3,9052,931+974+33%$1.2M$1.4M+$152.7K2026-11-02
Parkway Wealth Management Group, LLC
INCREASED3,8963,821+75+2%$1.6M$1.4M-$224.8K2026-10-20
Leo Wealth, LLC
NEW3,895—+3,895——$1.4M—2026-10-26
NBH Bank
INCREASED3,8873,277+610+19%$1.4M$1.4M+$8402026-11-05
Lanark Financial, Inc.
DECREASED3,8873,954-67-2%$1.7M$1.4M-$283.9K2026-10-26
Fermata Advisors, LLC
DECREASED3,8823,915-33-1%$1.6M$1.4M-$269.3K2026-10-13
Asset Dedication, LLC
INCREASED3,8722,556+1,316+51%$1.1M$1.4M+$298.8K2026-11-03
LeConte Wealth Management, LLC
INCREASED3,8643,652+212+6%$1.5M$1.4M-$165.0K2026-10-20
Smith Thornton Advisors LLC
INCREASED3,8633,781+82+2%$1.5M$1.4M-$122.1K2026-10-16
One Way Holdings LLC
INCREASED3,8523,732+120+3%$1.6M$1.4M-$203.0K2026-10-29
G&S Capital LLC
INCREASED3,8383,483+355+10%$1.5M$1.4M-$103.2K2026-10-23
Key FInancial Inc
DECREASED3,8283,849-21-1%$1.6M$1.4M-$260.7K2026-11-02
JBR Co Financial Management Inc
DECREASED3,8273,905-78-2%$1.6M$1.6M-$14.8K2026-10-13
TritonPoint Partners, LLC
DECREASED3,8116,613-2,802-42%$2.8M$1.4M-$1.4M2026-11-05
G2 Capital Management, LLC / OH
INCREASED3,8103,597+213+6%$1.5M$1.4M-$161.1K2026-10-23
ROI Financial Advisors, LLC
DECREASED3,8093,927-118-3%$1.7M$1.4M-$300.2K2026-10-19
Aljian Capital Management, LLC
DECREASED3,8045,402-1,598-30%$2.3M$1.3M-$922.4K2026-10-28
Bedel Financial Consulting, Inc.
DECREASED3,8043,830-26-1%$1.6M$1.3M-$261.2K2026-11-06
Kachkovsky & Fisher, Inc.
INCREASED3,7863,546+240+7%$1.5M$1.3M-$148.1K2026-10-21
Midwest Professional Planners, Ltd.
INCREASED3,7763,675+101+3%$1.5M$1.3M-$205.6K2026-10-29
Huntleigh Advisors, Inc.
DECREASED3,7755,436-1,661-31%$2.3M$1.3M-$947.1K2026-11-03
Iams Wealth Management, LLC
DECREASED3,7703,836-66-2%$1.6M$1.3M-$275.8K2026-10-15
BostonPremier Wealth LLC
INCREASED3,7653,713+52+1%$1.6M$1.3M-$225.8K2026-10-16
Financial Partners Group, Inc
DECREASED3,7644,040-276-7%$1.7M$1.3M-$363.4K2026-10-19
Investment Partners, Ltd.
INCREASED3,7611,793+1,968+110%$754.1K$1.3M+$580.3K2026-10-29
Lake Street Private Wealth, LLC
DECREASED3,7523,959-207-5%$1.7M$1.3M-$333.9K2026-10-22
J. Team Financial, Inc.
INCREASED3,7513,682+69+2%$1.5M$1.3M-$218.2K2026-11-03
Enzi Wealth
INCREASED3,7323,700+32+1%$1.5M$1.4M-$65.5K2026-10-14
Wealth Dimensions Group, Ltd.
INCREASED3,7303,515+215+6%$1.5M$1.3M-$155.0K2026-11-02
Manske Wealth Management
INCREASED3,7233,708+15+0%$1.6M$1.3M-$238.6K2026-10-26
Jeppson Wealth Management, LLC
DECREASED3,7163,959-243-6%$1.7M$1.3M-$346.7K2026-10-20
bLong Financial, LLC
UNCHANGED3,7163,71600%$1.6M$1.3M-$244.5K2026-10-29
Carolina Wealth Management Inc
INCREASED3,702754+2,948+391%$317.1K$1.3M+$996.4K2026-10-29
Rossby Financial, LCC
DECREASED3,7003,859-159-4%$1.6M$1.3M-$310.3K2026-11-05
Whelan Financial
INCREASED3,6983,248+450+14%$1.4M$1.3M-$54.0K2026-10-28
Raleigh Capital Management Inc.
INCREASED3,6963,539+157+4%$1.5M$1.3M-$177.2K2026-10-28
Austin Wealth Management, LLC
INCREASED3,6882,799+889+32%$1.1M$1.4M+$317.0K2026-11-06
Symmetry Partners, LLC
INCREASED3,6772,550+1,127+44%$1.1M$1.3M+$232.1K2026-10-27
Prosperitas Financial LLC
INCREASED3,6753,217+458+14%$1.4M$1.3M-$49.2K2026-10-28
Gemmer Asset Management LLC
DECREASED3,6743,819-145-4%$1.6M$1.3M-$302.7K2026-10-16
RAM Investment Partners, LLC
INCREASED3,6703,646+24+1%$1.5M$1.3M-$231.3K2026-10-21
Richard P Slaughter Associates Inc
DECREASED3,6694,510-841-19%$1.9M$1.3M-$595.1K2026-10-13
Ables, Iannone, Moore & Associates, Inc.
INCREASED3,6613,641+20+1%$1.5M$1.3M-$232.4K2026-10-06
Connecticut Wealth Management, LLC
INCREASED3,6573,651+6+0%$1.5M$1.3M-$238.1K2026-10-13
Choice Wealth Advisors LLC
UNCHANGED3,6503,65000%$1.5M$1.3M-$240.1K2026-10-16
Great Diamond Partners, LLC
DECREASED3,6423,671-29-1%$1.5M$1.3M-$251.8K2026-10-13
Woodmont Investment Counsel LLC
INCREASED3,6392,850+789+28%$1.2M$1.3M+$92.4K2026-10-29
Reyes Financial Architecture, Inc.
DECREASED3,6333,760-127-3%$1.6M$1.3M-$292.4K2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED3,6303,120+510+16%$1.3M$1.3M-$24.3K2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED3,6283,861-233-6%$1.6M$1.3M-$336.7K2026-11-02
Capital Investment Counsel, Inc
INCREASED3,6283,474+154+4%$1.5M$1.3M-$173.9K2026-10-20
Centennial Wealth Advisory LLC
INCREASED3,6273,470+157+5%$1.5M$1.3M-$172.6K2026-10-16
Fulcrum Wealth Advisors, LLC
INCREASED3,6262,682+944+35%$1.1M$1.3M+$158.5K2026-10-16
PKS Advisory Services, LLC
UNCHANGED3,6223,62200%$1.5M$1.5M$02026-10-26
Channel Wealth LLC
INCREASED3,6173,464+153+4%$1.5M$1.3M-$173.6K2026-11-06
Ridgecrest Wealth Partners, LLC
DECREASED3,6163,626-100%$1.5M$1.3M-$242.1K2026-10-19
Solitude Financial Services
INCREASED3,6153,602+13+0%$1.5M$1.3M-$232.4K2026-10-26
Clarus Group, Inc.
DECREASED3,6123,712-100-3%$1.6M$1.3M-$279.7K2026-10-21
Brucke Financial, Inc.
INCREASED3,6063,575+31+1%$1.5M$1.3M-$224.2K2026-10-23
Collaborative Fund Advisors, LLC
INCREASED3,6053,201+404+13%$1.3M$1.3M-$67.3K2026-11-02
Citizens & Northern Corp
NEW3,602—+3,602——$1.3M—2026-11-06
Traphagen Investment Advisors LLC
INCREASED3,5963,542+54+2%$1.5M$1.3M-$214.0K2026-10-14
Milestone Asset Management Group, LLC
INCREASED3,5923,443+149+4%$1.4M$1.3M-$173.4K2026-10-20
Weaver Consulting Group
INCREASED3,5843,479+105+3%$1.5M$1.3M-$191.7K2026-10-07
Altman Advisors, Inc.
UNCHANGED3,5833,58300%$1.5M$1.3M-$235.7K2026-11-05
Burns J W & Co Inc
DECREASED3,5673,723-156-4%$1.6M$1.3M-$300.3K2026-10-20
Montag A & Associates Inc
INCREASED3,5602,975+585+20%$1.3M$1.3M+$12.2K2026-10-29
Cornerstone Wealth Advisors, Inc.
NEW3,559—+3,559——$1.3M—2026-10-16
Tortuga Wealth Management, Inc
DECREASED3,5593,585-26-1%$1.5M$1.3M-$244.0K2026-10-27
Strategic Advisors LLC
DECREASED3,5313,564-33-1%$1.5M$1.3M-$246.2K2026-10-13
Cedar Mountain Advisors, LLC
INCREASED3,5203,515+5+0%$1.5M$1.2M-$229.5K2026-10-15
Center for Wealth Management Advisory
INCREASED3,5173,340+177+5%$1.4M$1.2M-$156.9K2026-10-23
Womack Financial LLC
DECREASED3,5173,527-100%$1.5M$1.2M-$235.6K2026-10-14
Canton Hathaway, LLC
INCREASED3,5173,511+6+0%$1.5M$1.2M-$228.9K2026-10-23
Harold Davidson & Associates Inc.
DECREASED3,5163,536-20-1%$1.5M$1.2M-$239.7K2026-10-29
Optivise Advisory Services LLC
INCREASED3,5153,322+193+6%$1.4M$1.2M-$150.2K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED3,5103,438+72+2%$1.4M$1.2M-$200.6K2026-10-30
Sunpointe, LLC
DECREASED3,5094,061-552-14%$1.7M$1.2M-$463.2K2026-10-22
ERn Financial, LLC
DECREASED3,5043,511-70%$1.5M$1.2M-$233.5K2026-10-28
NewSquare Capital LLC
INCREASED3,4832,816+667+24%$1.2M$1.2M+$51.4K2026-11-06
Zinnia Wealth Advisory, LLC
INCREASED3,4763,167+309+10%$1.3M$1.2M-$98.7K2026-11-06
Avid Wealth Partners LLC
INCREASED3,4692,928+541+18%$1.2M$1.2M-$6812026-11-03
GFG Capital, LLC
DECREASED3,4633,780-317-8%$1.6M$1.2M-$361.3K2026-10-16
Investmark Advisory Group LLC
INCREASED3,4553,225+230+7%$1.4M$1.2M-$130.6K2026-10-27
Hourglass Capital, LLC
UNCHANGED3,4503,45000%$1.5M$1.2M-$227.0K2026-10-26
Petersen Hastings Wealth Advisors Inc.
INCREASED3,4423,436+6+0%$1.4M$1.2M-$223.9K2026-10-27
Essex LLC
DECREASED3,4413,448-70%$1.5M$1.2M-$229.1K2026-10-14
WP Advisors, LLC
INCREASED3,4373,302+135+4%$1.4M$1.2M-$169.3K2026-10-22
Western Financial Corp
DECREASED3,4346,399-2,965-46%$2.7M$1.2M-$1.5M2026-10-14
Goldstein Advisors, LLC
DECREASED3,4223,473-51-1%$1.5M$1.2M-$246.6K2026-10-15
Schaper Benz & Wise Investment Counsel Inc
INCREASED3,4192,858+561+20%$1.2M$1.2M+$11.0K2026-10-09
Cogent Private Wealth, Inc.
DECREASED3,4193,476-57-2%$1.5M$1.2M-$248.9K2026-11-06
Howard Financial Services, Ltd.
INCREASED3,4142,525+889+35%$1.1M$1.2M+$149.3K2026-10-15
American National Bank & Trust
INCREASED3,4143,302+112+3%$1.4M$1.2M-$177.4K2026-10-07
Prudent Man Advisors, LLC
DECREASED3,4103,470-60-2%$1.5M$1.2M-$249.6K2026-11-03
TSA Wealth Managment LLC
INCREASED3,4033,304+99+3%$1.4M$1.2M-$182.2K2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED3,4001,636+1,764+108%$688.1K$1.3M+$596.5K2026-10-20
Cullen Investment Group, Ltd.
UNCHANGED3,3903,39000%$1.4M$1.3M-$144.3K2026-10-13
Seven Mile Advisory
DECREASED3,3803,799-419-11%$1.6M$1.2M-$398.5K2026-10-22
Gen-Wealth Partners Inc
INCREASED3,3772,973+404+14%$1.3M$1.2M-$52.2K2026-11-04
RIA Advisory Group LLC
DECREASED3,3616,712-3,351-50%$2.8M$1.2M-$1.6M2026-10-15
Brown Wealth Management, LLC
INCREASED3,3533,149+204+6%$1.3M$1.2M-$134.8K2026-10-20
Elevated Private Wealth, LLC
INCREASED3,344633+2,711+428%$266.2K$1.2M+$920.2K2026-10-15
Johnson Bixby & Associates, LLC
INCREASED3,3402,620+720+27%$1.1M$1.2M+$83.0K2026-10-14
Worthington Financial Partners, LLC
INCREASED3,3393,315+24+1%$1.4M$1.2M-$209.7K2026-10-13
Flynn Zito Capital Management, LLC
INCREASED3,3383,144+194+6%$1.3M$1.2M-$138.0K2026-11-04
Advisor Resource Council
INCREASED3,3363,312+24+1%$1.4M$1.3M-$126.9K2026-11-05
Sidoxia Capital Management, LLC
INCREASED3,3323,285+47+1%$1.4M$1.2M-$199.4K2026-10-28
Financial Futures Ltd Liability Co.
INCREASED3,3253,271+54+2%$1.4M$1.2M-$196.0K2026-10-13
Lewis Asset Management, LLC
DECREASED3,3233,365-42-1%$1.4M$1.2M-$236.3K2026-10-14
Integrity Wealth Advisors, Inc.
NEW3,315—+3,315——$1.2M—2026-10-29
Alpine Bank Wealth Management
INCREASED3,3153,302+13+0%$1.4M$1.2M-$212.6K2026-10-16
Veery Capital, LLC
DECREASED3,3083,353-45-1%$1.4M$1.2M-$236.6K2026-10-07
Redw Wealth LLC
DECREASED3,3053,327-22-1%$1.4M$1.2M-$226.7K2026-11-02
BankPlus Trust Department
DECREASED3,3033,601-298-8%$1.5M$1.2M-$342.6K2026-11-06
William Blair Investment Management, LLC
DECREASED3,2997,108-3,809-54%$3.0M$1.2M-$1.8M2026-11-06
Meredith Wealth Planning
INCREASED3,2963,173+123+4%$1.3M$1.2M-$165.1K2026-10-14
Attessa Capital LLC
DECREASED3,2893,350-61-2%$1.4M$1.2M-$242.0K2026-10-09
Linscomb Wealth, Inc.
DECREASED3,2883,298-100%$1.4M$1.2M-$220.5K2026-11-05
Birch Hill Investment Advisors LLC
INCREASED3,2773,182+95+3%$1.3M$1.2M-$175.6K2026-10-16
Firethorn Wealth Partners, LLC
INCREASED3,2722,819+453+16%$1.2M$1.2M-$24.8K2026-10-14
Global Wealth Management Investment Advisory, Inc.
INCREASED3,2653,126+139+4%$1.3M$1.2M-$156.3K2026-11-04
Fagan Associates, Inc.
INCREASED3,2193,119+100+3%$1.3M$1.1M-$169.7K2026-10-13
Integris Wealth Management, LLC
INCREASED3,2182,785+433+16%$1.2M$1.1M-$29.6K2026-10-14
Unique Wealth, LLC
INCREASED3,2153,063+152+5%$1.3M$1.1M-$147.6K2026-10-16
Intergy Private Wealth, LLC
DECREASED3,2153,264-49-1%$1.4M$1.1M-$232.1K2026-10-16
Sherman Asset Management, Inc.
UNCHANGED3,2113,21100%$1.4M$1.1M-$211.3K2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED3,1993,042+157+5%$1.3M$1.1M-$144.5K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED3,1803,056+124+4%$1.3M$1.1M-$157.1K2026-11-05
Baron Wealth Management LLC
INCREASED3,1763,151+25+1%$1.3M$1.1M-$198.4K2026-10-27
Cornerstone Planning Group LLC
INCREASED3,1603,083+77+3%$1.2M$1.2M+$56.3K2026-10-16
Ndwm LLC
UNCHANGED3,1413,14100%$1.3M$1.1M-$206.6K2026-11-05
August Group Capital Ltd
DECREASED3,1403,143-30%$1.3M$1.1M-$208.2K2026-10-14
Quantum Financial Partners LLC
DECREASED3,1373,231-94-3%$1.4M$1.1M-$245.9K2026-10-19
Providence First Trust Co
DECREASED3,1333,223-90-3%$1.4M$1.1M-$243.9K2026-11-02
Rainier Family Wealth Inc
INCREASED3,1323,042+90+3%$1.3M$1.1M-$168.2K2026-11-02
Boltwood Capital Management
INCREASED3,1192,782+337+12%$1.2M$1.1M-$63.5K2026-10-02
Levin Capital Strategies, L.P.
INCREASED3,1133,000+113+4%$1.3M$1.1M-$157.3K2026-11-02
TruNorth Capital Management, LLC
INCREASED3,0972,705+392+14%$1.1M$1.1M-$38.9K2026-10-14
Global Wealth Strategies & Associates
INCREASED3,0922,130+962+45%$895.9K$1.1M+$201.1K2026-10-02
Penobscot Investment Management Company, Inc.
INCREASED3,0902,765+325+12%$1.2M$1.1M-$66.6K2026-10-26
Harfst & Associates, Inc.
DECREASED3,0843,134-50-2%$1.3M$1.1M-$223.9K2026-10-20
Enterprise Financial Services Corp
INCREASED3,0813,039+42+1%$1.3M$1.1M-$185.0K2026-11-03
Essex Bank
INCREASED3,0712,988+83+3%$1.3M$1.1M-$167.1K2026-10-16
Carrera Capital Advisors
INCREASED3,0702,459+611+25%$1.0M$1.1M+$55.0K2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED3,0663,098-32-1%$1.3M$1.1M-$215.2K2026-10-22
Partners in Financial Planning
UNCHANGED3,0663,06600%$1.3M$1.1M-$201.7K2026-11-06
JSF Financial, LLC
INCREASED3,0632,912+151+5%$1.2M$1.1M-$138.0K2026-10-22
Total Investment Management Inc
UNCHANGED3,0593,05900%$952.1K$1.1M+$133.4K2026-10-22
KFG Wealth Management, LLC
DECREASED3,0583,279-221-7%$1.4M$1.1M-$294.3K2026-10-16
Park Capital Management, LLC / WI
INCREASED3,0572,683+374+14%$1.1M$1.1M-$43.8K2026-10-13
Corps Capital Advisors, LLC
INCREASED3,0573,046+11+0%$1.3M$1.1M-$196.5K2026-11-05
Madrona Financial Services, LLC
DECREASED3,0533,171-118-4%$1.3M$1.1M-$250.5K2026-10-23
Clearwater Capital Advisors, LLC
DECREASED3,0483,059-110%$1.3M$1.1M-$205.1K2026-11-06
Cutler Investment Counsel LLC
DECREASED3,0393,051-120%$1.3M$1.1M-$205.0K2026-10-28
Durante & Waters, LLC
DECREASED3,0373,080-43-1%$1.3M$1.1M-$217.9K2026-10-28
Tran Capital Management, L.P.
UNCHANGED3,0303,03000%$1.3M$1.1M-$199.3K2026-10-19
Hoey Investments, Inc
DECREASED3,0253,172-147-5%$1.3M$1.1M-$260.8K2026-10-29
Warwick Investment Management, Inc.
DECREASED3,0173,148-131-4%$1.3M$1.1M-$253.6K2026-10-19
Centurion Wealth Management LLC
DECREASED3,0163,224-208-6%$1.4M$1.1M-$285.9K2026-10-13
Associated Banc-Corp
DECREASED3,0143,373-359-11%$1.4M$1.1M-$349.3K2026-10-30
Wedge Capital Management L L P
DECREASED3,0143,189-175-5%$1.3M$1.1M-$271.9K2026-10-13
Waterway Wealth Management, LLC
INCREASED3,0112,956+55+2%$1.2M$1.1M-$175.0K2026-10-28
Wisconsin Wealth Advisors, LLC
DECREASED3,0103,181-171-5%$1.3M$1.1M-$270.2K2026-10-08
Periscope Capital Inc.
NEW3,000—+3,000——$1.1M—2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED3,0005,000-2,000-40%$2.1M$1.1K-$2.1M2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED2,9972,99700%$1.3M$1.1M-$197.2K2026-10-29
Atlatl Advisers LLC
DECREASED2,9943,357-363-11%$1.4M$1.1M-$349.7K2026-10-22
Portus Wealth Advisors, LLC
INCREASED2,9912,982+9+0%$1.3M$1.1M-$193.0K2026-10-13
Strategic Wealth Investment Group, LLC
INCREASED2,9882,908+80+3%$1.2M$1.1M-$162.9K2026-10-29
Tsfg, LLC
DECREASED2,98712,477-9,490-76%$5.2M$1.1K-$5.2M2026-10-23
Embree Financial Group
DECREASED2,9853,004-19-1%$1.3M$1.1M-$204.4K2026-10-22
WBH Advisory Inc
DECREASED2,9823,002-20-1%$1.3M$1.1M-$204.6K2026-11-05
Garrett Wealth Advisory Group, LLC
INCREASED2,9772,952+25+1%$1.2M$1.1M-$185.3K2026-10-22
Richard Young Associates, Ltd.
UNCHANGED2,9752,97500%$1.3M$1.1M-$195.7K2026-11-03
Argos Wealth Advisors, LLC
DECREASED2,9603,029-69-2%$1.3M$1.1M-$223.8K2026-11-02
Kuhn & Co Investment Counsel
INCREASED2,9552,839+116+4%$1.2M$1.0M-$145.6K2026-10-29
Sweeney & Michel, LLC
DECREASED2,9483,114-166-5%$1.0M$1.0M+$22.8K2026-10-16
Accelerate Investment Advisors LLC
INCREASED2,9462,910+36+1%$1.2M$1.0M-$178.8K2026-11-02
Kavar Capital Partners Group, LLC
DECREASED2,9462,956-100%$1.2M$1.0M-$198.0K2026-11-06
Pacific Excel Wealth Advisors, Inc.
DECREASED2,9434,052-1,109-27%$1.7M$1.0M-$658.7K2026-10-27
Wolff Wiese Magana LLC
INCREASED2,9382,924+14+0%$1.2M$1.0M-$187.4K2026-10-15
Cypress Point Wealth Management, LLC
INCREASED2,9332,272+661+29%$955.6K$1.0M+$85.1K2026-11-03
Matauro, LLC
DECREASED2,9333,157-224-7%$1.3M$1.0M-$287.2K2026-11-03
New Wave Wealth Advisors LLC
INCREASED2,9322,853+79+3%$1.2M$1.1M-$99.8K2026-10-19
Trueblood Wealth Management, LLC
INCREASED2,9282,488+440+18%$1.0M$1.0M-$7.6K2026-10-23
IFG Advisors, LLC
DECREASED2,9252,979-54-2%$1.3M$1.0M-$215.1K2026-10-15
Rise Advisors, LLC
INCREASED2,9222,849+73+3%$1.2M$1.0M-$161.5K2026-10-16
Elevated Capital Advisors, LLC
DECREASED2,9193,518-599-17%$1.5M$1.0M-$444.0K2026-11-04
Kelsey Financial, LLC
DECREASED2,9082,919-110%$1.2M$1.0M-$195.9K2026-10-28
Hager Investment Management Services, LLC
INCREASED2,9032,803+100+4%$1.2M$1.0M-$148.9K2026-11-04
Comprehensive Financial Planning, Inc.
DECREASED2,9032,920-17-1%$1.2M$1.0M-$198.1K2026-10-27
Bingham Private Wealth, LLC
INCREASED2,9012,744+157+6%$1.2M$1.0M-$124.8K2026-11-05
Fortress Financial Group, LLC
DECREASED2,9012,968-67-2%$1.2M$1.0M-$219.0K2026-10-21
Atlas Brown,Inc.
INCREASED2,8942,883+11+0%$1.2M$1.0M-$185.8K2026-10-09
RDA Financial Network
INCREASED2,8922,701+191+7%$1.1M$1.0M-$109.9K2026-10-15
Gilpin Wealth Management, LLC
INCREASED2,8872,833+54+2%$1.2M$1.0M-$167.2K2026-10-09
Atala Financial Inc
DECREASED2,8822,893-110%$1.2M$1.0M-$194.2K2026-10-22
Salomon & Ludwin, LLC
INCREASED2,8692,852+17+1%$1.2M$1.0M-$195.0K2026-10-29
Luts & Greenleigh Group, Inc.
INCREASED2,8602,422+438+18%$1.0M$1.0M-$3.9K2026-11-05
AK Global Asset Management, LLC
DECREASED2,8603,280-420-13%$1.4M$1.0M-$364.8K2026-10-27
Doliver Advisors, LP
DECREASED2,8582,942-84-3%$1.2M$1.0M-$223.4K2026-10-01
Stiles Financial Services Inc
INCREASED2,8522,548+304+12%$1.1M$1.0M-$59.8K2026-10-30
Financial Consulate, Inc
DECREASED2,8303,077-247-8%$1.3M$1.0M-$290.1K2026-10-23
Gleason Group, Inc.
UNCHANGED2,8282,82800%$1.2M$1.0M-$186.1K2026-10-15
LifeSteps Financial, Inc.
INCREASED2,8272,796+31+1%$1.2M$1.0M-$173.0K2026-10-15
WealthTrust Asset Management, LLC
DECREASED2,8243,024-200-7%$1.3M$1.0M-$269.9K2026-10-22
Whalen Wealth Management Inc.
DECREASED2,8233,247-424-13%$1.4M$1.0M-$363.8K2026-10-08
Braeburn Wealth Management LLC
INCREASED2,8222,749+73+3%$1.2M$1.0M-$155.0K2026-10-15
Garner Asset Management Corp
DECREASED2,8212,882-61-2%$1.2M$1.1M-$107.4K2026-10-30
WestHill Financial Advisors, Inc.
DECREASED2,8082,987-179-6%$1.3M$996.3K-$260.0K2026-10-14
Biltmore Family Office, LLC
INCREASED2,8052,802+3+0%$1.2M$995.2K-$183.3K2026-11-03
LSV Asset Management
INCREASED2,8032,800+3+0%$1.2M$995-$1.2M2026-11-06
Adelphi Trust Co
INCREASED2,8001,769+1,031+58%$744.0K$993.5K+$249.4K2026-10-05
Everett Harris & Co
UNCHANGED2,7992,79900%$1.2M$993.2K-$184.2K2026-10-28
Allen Investment Management, LLC
INCREASED2,7981,367+1,431+105%$575.0K$992.8K+$417.8K2026-11-03
Insight Wealth Strategies, LLC
INCREASED2,7942,772+22+1%$1.2M$991.3K-$187.6K2026-10-09
Winnacle Wealth LLC
INCREASED2,7832,568+215+8%$1.1M$987.3K-$92.7K2026-10-15
Private Management Group Inc
INCREASED2,7802,761+19+1%$1.2M$986.2K-$175.0K2026-11-04
Family CFO Inc
UNCHANGED2,7782,77800%$1.2M$985.7K-$182.8K2026-10-30
Investment Research Partners LLC
INCREASED2,7672,517+250+10%$1.1M$981.8K-$76.9K2026-10-19
Alta Capital Management LLC/
DECREASED2,7672,951-184-6%$1.2M$981.8K-$259.4K2026-10-26
Van Cleef Asset Management,Inc
UNCHANGED2,7602,76000%$1.2M$979.3K-$181.6K2026-10-20
Oarsman Capital, Inc.
DECREASED2,7502,948-198-7%$1.2M$975.7K-$264.2K2026-11-05
Gerald Baker Financial Group LLC
DECREASED2,7452,774-29-1%$1.2M$974.0K-$192.8K2026-10-09
Vista Finance, LLC
UNCHANGED2,7402,74000%$1.2M$972.2K-$180.3K2026-10-23
Collaborative Wealth Managment Inc.
INCREASED2,7242,684+40+1%$1.1M$966.5K-$162.4K2026-11-06
Five Oceans Advisors
DECREASED2,7204,836-2,116-44%$2.0M$965.1K-$1.1M2026-10-22
AGH Wealth Advisors, LLC
INCREASED2,7162,506+210+8%$1.1M$963.7K-$90.4K2026-10-26
Morey & Quinn Wealth Partners, LLC
UNCHANGED2,7162,71600%$1.1M$963.7K-$178.7K2026-10-28
IVC Wealth Advisors LLC
INCREASED2,7112,705+6+0%$1.1M$961.9K-$175.8K2026-10-23
Ejmk Ventures LLC
INCREASED2,7082,009+699+35%$845.0K$960.8K+$115.8K2026-10-21
HRC Wealth Management, LLC
INCREASED2,7062,106+600+28%$885.8K$960.1K+$74.3K2026-10-16
SeaBridge Investment Advisors LLC
INCREASED2,6992,013+686+34%$846.7K$957.6K+$111.0K2026-11-02
Rational Advisors, Inc.
INCREASED2,6851,384+1,301+94%$582.1K$952.7K+$370.6K2026-11-02
Woodward Diversified Capital, LLC
INCREASED2,6802,495+185+7%$1.0M$950.9K-$98.5K2026-10-21
DecisionMap Wealth Management, LLC
INCREASED2,6772,622+55+2%$1.1M$949.8K-$153.0K2026-10-29
Fischer Financial Services, Inc.
DECREASED2,6772,722-45-2%$1.1M$949.7K-$195.0K2026-10-30
Kennebec Savings Bank
INCREASED2,6751,917+758+40%$806.3K$949.1K+$142.8K2026-10-22
Chesley Taft & Associates LLC
DECREASED2,6622,802-140-5%$1.2M$944.5K-$234.0K2026-10-13
American State Bank (Iowa)
INCREASED2,6612,487+174+7%$1.0M$944.1K-$101.9K2026-11-03
Sava Infond d.o.o.
INCREASED2,6601,330+1,330+100%$559.4K$943.8K+$384.4K2026-10-28
Element Pointe Advisors, LLC
INCREASED2,6582,653+5+0%$1.1M$943.1K-$172.8K2026-10-21
Proathlete Wealth Management LLC
INCREASED2,6562,181+475+22%$917.3K$942.4K+$25.0K2026-10-15
Owl Creek Wealth Partners LLC
UNCHANGED2,6552,65500%$1.1M$942.0K-$174.7K2026-10-20
Demars Financial Group, LLC
DECREASED2,6542,702-48-2%$1.1M$941.8K-$194.8K2026-10-22
Market Street Wealth Management Advisors LLC
INCREASED2,6532,332+321+14%$980.8K$941.3K-$39.5K2026-10-09
MontVue Capital Management, Inc.
UNCHANGED2,6492,64900%$1.1M$939.9K-$174.3K2026-10-19
Vima LLC
DECREASED2,6472,649-20%$1.1M$939.2K-$175.0K2026-10-23
Worth Asset Management, LLC
INCREASED2,6461,999+647+32%$840.8K$938.8K+$98.0K2026-10-07
MinichMacGregor Wealth Management, LLC
DECREASED2,6402,641-10%$1.1M$936.7K-$174.1K2026-10-14
Compass Ion Advisors, LLC
DECREASED2,6332,755-122-4%$1.2M$934.2K-$224.5K2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED2,6282,62800%$1.1M$932.4K-$172.9K2026-10-22
Center For Asset Management LLC
DECREASED2,6272,969-342-12%$1.2M$932.0K-$316.7K2026-10-16
Worth Financial Advisory Group, LLC
DECREASED2,6272,751-124-5%$1.2M$932.1K-$225.0K2026-10-19
ADE, LLC
INCREASED2,6272,620+7+0%$1.1M$932.1K-$169.9K2026-10-29
Seven Hills Financial, LLC
NEW2,625—+2,625——$931.4K—2026-10-13
Ahara Advisors LLC
DECREASED2,6253,580-955-27%$1.5M$931.4K-$574.4K2026-10-29
Fusion Capital, LLC
INCREASED2,6241,609+1,015+63%$676.7K$931.0K+$254.3K2026-10-28
Lpwm LLC
INCREASED2,6212,559+62+2%$1.1M$929.8K-$146.3K2026-10-20
Commonwealth Financial Services, LLC
INCREASED2,6192,221+398+18%$934.2K$929.3K-$4.9K2026-10-20
Opinicus Capital, Inc.
INCREASED2,6162,507+109+4%$1.1M$928.2K-$126.3K2026-10-28
Weil Company, Inc.
UNCHANGED2,6052,60500%$1.1M$924.3K-$171.4K2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED2,601859+1,742+203%$361.3K$922.9K+$561.6K2026-10-29
Obermeyer Wealth Partners
INCREASED2,5822,377+205+9%$999.6K$915.9K-$83.6K2026-10-21
Richardson Financial Services Inc.
INCREASED2,5772,399+178+7%$1.0M$914.3K-$94.7K2026-10-30
SJS Investment Consulting Inc.
INCREASED2,5752,228+347+16%$937.0K$913.6K-$23.4K2026-10-26
Country Trust Bank
DECREASED2,5732,617-44-2%$1.1M$912.9K-$187.8K2026-10-30
Rose Capital Advisors LLC
INCREASED2,5722,074+498+24%$872.3K$912.7K+$40.4K2026-11-04
Center for Financial Planning, Inc.
DECREASED2,5702,772-202-7%$1.2M$911.9K-$254.0K2026-10-26
First County Bank
INCREASED2,5671,872+695+37%$787.4K$910.8K+$123.4K2026-10-13
Tucker Asset Management LLC
DECREASED2,5602,993-433-14%$1.3M$908.4K-$350.6K2026-10-29
Richard C. Young & Co., Ltd.
INCREASED2,5562,286+270+12%$961.5K$906.9K-$54.6K2026-11-04
Peterson Wealth Advisors, LLC
INCREASED2,5512,532+19+1%$1.1M$905.1K-$159.8K2026-10-08
DKM Wealth Management, Inc.
UNCHANGED2,5492,54900%$1.1M$904.5K-$167.7K2026-10-09
W Advisors, LLC
INCREASED2,5342,199+335+15%$924.9K$899.1K-$25.8K2026-11-02
Evansbrook LLC
DECREASED2,5332,591-58-2%$1.1M$898.7K-$191.0K2026-10-16
Breakwater Capital Group
DECREASED2,5322,560-28-1%$1.1M$898.4K-$178.4K2026-10-09
Howard Wealth Management, LLC
UNCHANGED2,5312,53100%$1.1M$898.0K-$166.5K2026-10-28
Pinkerton Wealth, LLC
INCREASED2,5302,237+293+13%$831.6K$897.7K+$66.1K2026-10-29
MN Wealth Advisors, LLC
INCREASED2,5302,465+65+3%$1.0M$897.9K-$138.8K2026-10-23
Kraft, Davis & Associates, LLC
DECREASED2,5272,687-160-6%$1.1M$932.0K-$122.2K2026-10-21
Allegheny Financial Group
DECREASED2,5262,542-16-1%$1.1M$896.5K-$172.8K2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED2,5262,52600%$1.1M$896.3K-$166.2K2026-10-21
First American Bank
DECREASED2,5182,844-326-11%$1.2M$893.4K-$302.8K2026-10-27
First Bank & Trust
DECREASED2,5172,943-426-14%$1.2M$893.1K-$344.8K2026-10-19
Eurizon SLJ Capital Ltd
INCREASED2,5172,300+217+9%$967.4K$893.1K-$74.3K2026-11-06
Biltmore Wealth Management, LLC
DECREASED2,4992,633-134-5%$1.1M$886.7K-$220.8K2026-10-09
Acorn Creek Capital LLC
DECREASED2,4992,599-100-4%$1.1M$886.7K-$206.5K2026-11-05
Eclectic Associates Inc
DECREASED2,4922,497-50%$1.1M$884.2K-$166.1K2026-10-09
Arsenal Capital Advisors LLC
INCREASED2,4912,458+33+1%$1.0M$883.8K-$150.0K2026-11-02
Purkiss Capital Advisors LLC
UNCHANGED2,4902,49000%$1.0M$883.5K-$163.8K2026-11-06
Lincoln Capital LLC
DECREASED2,4892,611-122-5%$1.1M$883.1K-$215.3K2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED2,4882,334+154+7%$981.7K$882.8K-$98.9K2026-10-16
Waystone Advisors LLC
UNCHANGED2,4872,48700%$1.0M$1.0M$02026-10-16
Foundry Financial LLC
INCREASED2,4782,248+230+10%$945.4K$879.1K-$66.3K2026-10-16
Pegasus Asset Management, Inc.
INCREASED2,4772,472+5+0%$1.0M$878.9K-$160.9K2026-11-03
Veratis Advisors, Inc.
INCREASED2,4652,435+30+1%$1.0M$874.6K-$149.6K2026-11-03
Mitchell Sinkler & Starr
UNCHANGED2,4652,46500%$1.0M$874.6K-$162.2K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,4512,354+97+4%$990.0K$869.6K-$120.4K2026-10-28
4Wealth Advisors, Inc.
DECREASED2,4463,035-589-19%$1.2M$863.0K-$386.9K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED2,4452,352+93+4%$989$868-$1212026-10-27
Grandfield & Dodd, LLC
UNCHANGED2,4452,44500%$1.0M$867.5K-$160.9K2026-10-29
Wespac Advisors, LLC
DECREASED2,4442,480-36-1%$1.0M$867.2K-$175.9K2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED2,4432,781-338-12%$1.2M$864.7K-$305.0K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED2,4351,352+1,083+80%$568.6K$864.0K+$295.4K2026-10-20
Obsidian CIO, LLC
INCREASED2,4342,278+156+7%$958.2K$863.7K-$94.5K2026-11-05
Integrated Financial Solutions, Inc.
INCREASED2,4252,310+115+5%$971.6K$860.4K-$111.2K2026-10-09
Galvin, Gaustad & Stein, LLC
INCREASED2,4242,118+306+14%$890.7K$860.3K-$30.4K2026-10-08
Retirement Investment Advisors, Inc.
UNCHANGED2,4222,42200%$956.1K$859.4K-$96.8K2026-10-22
Bath Savings Trust Co
UNCHANGED2,4162,41600%$1.0M$857.2K-$158.9K2026-10-07
Encompass Wealth Advisors, LLC
INCREASED2,4121,204+1,208+100%$506.2K$855.5K+$349.3K2026-10-15
FAI Advisors, Inc.
DECREASED2,4072,418-110%$1.0M$854.0K-$163.0K2026-10-27
Broadway Wealth Solutions, Inc.
DECREASED2,4053,158-753-24%$1.3M$853.3K-$474.9K2026-10-21
One Plus One Wealth Management, LLC
UNCHANGED2,4002,40000%$1.0M$851.5K-$157.9K2026-10-16
Patten & Patten Inc
INCREASED2,3972,375+22+1%$998.7K$850.3K-$148.4K2026-10-26
Braun-Bostich & Associates Inc.
INCREASED2,3952,389+6+0%$1.0M$849.8K-$155.0K2026-10-20
Insight Wealth Partners, LLC
DECREASED2,3942,605-211-8%$1.1M$849.4K-$246.2K2026-10-26
Advisory Solutions Group, LLC
INCREASED2,3931,955+438+22%$822.3K$849.1K+$26.8K2026-10-14
Gilliland Jeter Wealth Management LLC
INCREASED2,3902,241+149+7%$942.6K$848.0K-$94.6K2026-10-28
Pekin Hardy Strauss, Inc.
DECREASED2,3893,389-1,000-30%$1.4M$847.6K-$577.8K2026-11-02
Sterling Investment Counsel, LLC
INCREASED2,3832,292+91+4%$964.0K$845.5K-$118.5K2026-10-19
Thoma Capital Management LLC
DECREASED2,3762,617-241-9%$1.1M$843.0K-$257.7K2026-10-19
International Private Wealth Advisors LLC
INCREASED2,3731,685+688+41%$708.8K$841.8K+$133.1K2026-11-05
River Street Advisors LLC
UNCHANGED2,3702,37000%$996.8K$840.9K-$155.9K2026-10-22
Aegis Wealth Management, Inc.
DECREASED2,3682,768-400-14%$1.2M$840.2K-$324.0K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED2,3462,175+171+8%$914.6K$832.5K-$82.1K2026-10-13
Sheets Smith Wealth Management
UNCHANGED2,3452,34500%$986.3K$832.0K-$154.3K2026-10-16
Barings LLC
INCREASED2,3441,008+1,336+133%$424.0K$831.7K+$407.7K2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED2,3352,329+6+0%$979.6K$828.5K-$151.1K2026-10-09
Global Strategic Investment Solutions, LLC
DECREASED2,3342,351-17-1%$988.8K$828.1K-$160.7K2026-10-16
Nvwm, LLC
INCREASED2,330425+1,905+448%$178.8K$826.7K+$648.0K2026-10-14
Cornerstone Enterprises, LLC
DECREASED2,3253,468-1,143-33%$1.5M$824.9K-$633.7K2026-10-15
Caliber Wealth Management, LLC / KS
INCREASED2,3252,273+52+2%$956.0K$824.9K-$131.1K2026-11-04
Acorn Wealth Advisors, LLC
DECREASED2,3202,434-114-5%$1.0M$823.0K-$200.8K2026-10-19
L. Roy Papp & Associates, LLP
DECREASED2,3192,419-100-4%$1.0M$822.8K-$194.6K2026-10-21
Thrive Capital Management, LLC
INCREASED2,3162,078+238+11%$874.0K$821.7K-$52.3K2026-10-28
Montz Harcus Wealth Management LLC
DECREASED2,3102,452-142-6%$1.0M$819.6K-$211.7K2026-10-09
PPS&V Asset Management Consultants, Inc.
INCREASED2,3072,295+12+1%$965.3K$818.5K-$146.7K2026-10-06
Gerber, LLC
INCREASED2,3072,302+5+0%$968.3K$818.6K-$149.7K2026-10-21
Accel Wealth Management
DECREASED2,3052,328-23-1%$979.2K$817.8K-$161.3K2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED2,3041,922+382+20%$808.6K$817.6K+$9.1K2026-10-21
Blodgett Wealth Advisors, LLC
UNCHANGED2,3002,30000%$967.4K$816.1K-$151.3K2026-10-23
Emerald Advisors, LLC
DECREASED2,2982,372-74-3%$997.6K$815.3K-$182.3K2026-10-13
BayBridge Capital Group, LLC
INCREASED2,2921,748+544+31%$735.2K$813.2K+$77.9K2026-10-13
Latitude Advisors, LLC
DECREASED2,2862,525-239-9%$1.1M$811.2K-$250.6K2026-10-27
Whitener Capital Management, Inc.
INCREASED2,2822,249+33+1%$945.9K$809.7K-$136.3K2026-10-15
Headland Capital, LLC
INCREASED2,2772,208+69+3%$928.7K$807.8K-$120.9K2026-11-06
Financial Designs Corp
INCREASED2,2772,232+45+2%$938.8K$807.9K-$130.9K2026-10-09
Prosperity Advisers, LLC
DECREASED2,2762,344-68-3%$985.9K$807.5K-$178.3K2026-10-28
Hobart Private Capital, LLC
DECREASED2,2722,319-47-2%$975.4K$806.1K-$169.2K2026-10-19
Wealth Preservation Advisors, LLC
INCREASED2,2711,838+433+24%$773.1K$805.8K+$32.7K2026-11-05
Roman Butler Fullerton & Co
INCREASED2,2682,251+17+1%$888.7K$834.8K-$53.8K2026-10-27
Physicians Financial Services, Inc.
INCREASED2,2612,241+20+1%$943.0K$802-$942.2K2026-11-04
Washington Trust Advisors, Inc.
DECREASED2,2562,366-110-5%$995.1K$800.5K-$194.7K2026-10-22
Veracity Capital LLC
INCREASED2,2541,995+259+13%$839.1K$799.7K-$39.4K2026-10-08
Stone Summit Wealth LLC
DECREASED2,2502,844-594-21%$1.2M$798.3K-$397.9K2026-10-14
Orrstown Financial Services Inc
DECREASED2,2502,286-36-2%$961.5K$798.3K-$163.2K2026-10-14
Financial Enhancement Group LLC
DECREASED2,2472,681-434-16%$1.1M$848.9K-$278.7K2026-10-08
Lebenthal Global Advisors, LLC
INCREASED2,2472,173+74+3%$914.1K$797.4K-$116.7K2026-10-28
Steinberganna Wealth Management
DECREASED2,2422,257-15-1%$949.3K$795.5K-$153.8K2026-10-23
Affiance Financial, LLC
DECREASED2,2412,288-47-2%$962.3K$795.1K-$167.2K2026-10-15
Brooklyn FI, LLC
INCREASED2,239822+1,417+172%$307.4K$862.4K+$555.0K2026-11-05
Guardian Financial Partners, LLC
INCREASED2,2361,511+725+48%$635.5K$793.4K+$157.8K2026-11-04
OMC Financial Services LTD
DECREASED2,2352,562-327-13%$1.1M$793.0K-$284.6K2026-10-19
Markowski Investments
DECREASED2,2342,790-556-20%$1.2M$792.6K-$380.8K2026-10-30
Eagle Wealth Strategies LLC
INCREASED2,2311,154+1,077+93%$485.4K$791.6K+$306.2K2026-10-20
Apollon Financial, LLC
INCREASED2,2302,215+15+1%$931.6K$791.2K-$140.4K2026-10-23
Tenet Wealth Partners, LLC
DECREASED2,2292,306-77-3%$713.1K$790.9K+$77.8K2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED2,2292,265-36-2%$952.7K$790.9K-$161.8K2026-10-20
Asset Planning,Inc
DECREASED2,2272,361-134-6%$993.0K$790.2K-$202.9K2026-10-26
Mattern Capital Management, LLC
DECREASED2,2272,231-40%$938.4K$790.2K-$148.2K2026-11-02
Victrix Investment Advisors
INCREASED2,2252,023+202+10%$850.9K$789.5K-$61.4K2026-10-13
Kennedy Investment Group, Inc.
INCREASED2,2182,205+13+1%$927.4K$787.0K-$140.5K2026-10-21
Fortress Financial Solutions, LLC
NEW2,215—+2,215——$785.9K—2026-10-14
Fiduciary Financial Group, LLC
DECREASED2,2102,248-38-2%$945.5K$784.1K-$161.4K2026-10-13
Curran Financial Partners, LLC
INCREASED2,2081,960+248+13%$824.4K$783.4K-$41.0K2026-11-04
Retirement Solution LLC
INCREASED2,2062,066+140+7%$868.8K$782.7K-$86.1K2026-10-27
Nautilus Advisors LLC
INCREASED2,2051,951+254+13%$795.5K$782.4K-$13.2K2026-10-07
Gainplan LLC
DECREASED2,2012,986-785-26%$1.3M$780.8K-$474.9K2026-10-09
Petros Family Wealth, LLC
INCREASED2,1971,670+527+32%$702.4K$779.5K+$77.1K2026-10-28
Rare Wolf Capital LLC
UNCHANGED2,1912,19100%$921.5K$777.4K-$144.1K2026-10-20
Nova Financial LLC
NEW2,189—+2,189——$776.7K—2026-11-04
Wolverine Asset Management LLC
DECREASED2,18741,907-39,720-95%$17.6M$776.0K-$16.9M2026-11-02
Three Arch Wealth Management LLC
INCREASED2,1832,181+2+0%$917.3K$774.6K-$142.8K2026-10-20
Darden Wealth Group Inc
INCREASED2,1732,043+130+6%$859.3K$771.0K-$88.3K2026-11-06
Pittenger & Anderson Inc
DECREASED2,1665,005-2,839-57%$2.1M$768.5K-$1.3M2026-11-02
AWM Capital, LLC
NEW2,159—+2,159——$766.0K—2026-10-16
Fulcrum Equity Management
DECREASED2,1572,608-451-17%$1.1M$765.3K-$331.6K2026-10-21
Lodestone Wealth Management LLC
DECREASED2,1552,233-78-3%$939.2K$764.6K-$174.6K2026-10-14
Swmg, LLC
INCREASED2,1542,072+82+4%$820.9K$806.8K-$14.0K2026-10-23
Peterson Wealth Management
DECREASED2,1532,554-401-16%$1.1M$763.9K-$310.3K2026-11-06
Aquire Wealth Advisors, LLC
DECREASED2,1522,189-37-2%$920.7K$763.4K-$157.3K2026-10-23
Ridgewood Investments LLC
INCREASED2,1482,098+50+2%$882.5K$762.2K-$120.3K2026-10-05
Old North State Wealth Management, LLC
INCREASED2,1462,145+1+0%$903.0K$761.9K-$141.1K2026-10-22
John W. Brooker & Co., CPAs
INCREASED2,1432,126+17+1%$894.2K$760.4K-$133.8K2026-10-21
Value Partners Investments Inc.
UNCHANGED2,1412,14100%$899.2K$762.0K-$137.2K2026-10-19
Junk Investment Group, LLC
UNCHANGED2,1392,13900%$899.7K$758.9K-$140.7K2026-10-19
CPC Advisors, LLC
INCREASED2,1382,053+85+4%$863.5K$758.6K-$104.9K2026-10-21
Blue Capital, Inc.
DECREASED2,1312,518-387-15%$1.1M$756.1K-$303.0K2026-10-13
Arthur M. Cohen & Associates, LLC
DECREASED2,1302,185-55-3%$919.0K$755.7K-$163.3K2026-10-26
First Financial Group Corp
INCREASED2,1292,124+5+0%$893.4K$755.4K-$138.0K2026-10-22
Hengehold Capital Management LLC
INCREASED2,1261,850+276+15%$778.1K$754.3K-$23.7K2026-10-16
Ariadne Wealth Management, LP
DECREASED2,1152,145-30-1%$902.2K$750.4K-$151.8K2026-11-06
Oakworth Capital, Inc.
INCREASED2,1122,012+100+5%$850.0K$749.4K-$100.6K2026-10-26
Intelligence Driven Advisers, LLC
INCREASED2,1051,788+317+18%$752.0K$746.8K-$5.1K2026-10-09
SRH Advisors, LLC
UNCHANGED2,1052,10500%$885.4K$746.9K-$138.5K2026-10-22
Tcfg Investment Advisors, LLC
DECREASED2,1032,133-30-1%$896.9K$746.0K-$150.9K2026-10-20
Scott Capital Advisors, LLC
UNCHANGED2,1022,10200%$884.0K$794.1K-$89.9K2026-10-13
Family Capital Management, Inc.
INCREASED2,0962,092+4+0%$879.9K$743.7K-$136.2K2026-11-03
Rothwell Investment Advisors, LLC
NEW2,088—+2,088——$740.8K—2026-11-06
Rinkey Investments
DECREASED2,0882,247-159-7%$945.1K$740.8K-$204.2K2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED2,0852,030+55+3%$853.8K$739.8K-$114.0K2026-10-19
Park Edge Advisors, LLC
INCREASED2,0831,896+187+10%$797.6K$739.2K-$58.4K2026-10-28
IronOak Wealth Llc.
NEW2,076—+2,076——$736.8K—2026-11-06
Ledgewood Wealth Advisors, LLC
UNCHANGED2,0762,07600%$873.2K$736.6K-$136.6K2026-10-09
Fortitude Family Office, LLC
INCREASED2,0731,576+497+32%$662.9K$735.5K+$72.7K2026-10-14
BAM Wealth Management, LLC
INCREASED2,0731,798+275+15%$756.2K$735.5K-$20.7K2026-10-15
YHB Investment Advisors, Inc.
DECREASED2,0722,101-29-1%$883.7K$735.2K-$148.5K2026-10-08
Evermay Wealth Management LLC
INCREASED2,0572,027+30+1%$852.6K$729.8K-$122.7K2026-11-05
626 Financial, LLC
DECREASED2,0552,214-159-7%$931.2K$729.1K-$202.1K2026-11-04
Compass Wealth Management, LLC
UNCHANGED2,0492,04900%$861.8K$727.0K-$134.8K2026-10-30
Willis Johnson Wealth, Inc.
INCREASED2,0472,012+35+2%$846.4K$726.4K-$120.0K2026-11-03
MV Capital Management, Inc.
DECREASED2,0462,067-21-1%$869.4K$725.9K-$143.4K2026-10-29
October Effect Ltd
DECREASED2,0432,248-205-9%$945.5K$724.9K-$220.6K2026-10-20
KRS Capital Management, LLC
UNCHANGED2,0432,04300%$859.3K$724.9K-$134.4K2026-10-16
Innovative Advisory Group, LLC
DECREASED2,0412,061-20-1%$866.9K$724.2K-$142.7K2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED2,0402,254-214-9%$948.0K$723.8K-$224.2K2026-11-02
Global Trust Asset Management, LLC
DECREASED2,0402,066-26-1%$869.1K$723.7K-$145.4K2026-10-19
PFW Advisors LLC
INCREASED2,0372,014+23+1%$847.1K$722.7K-$124.3K2026-10-07
Elmwood Wealth Management, Inc.
DECREASED2,0362,063-27-1%$867.7K$722.4K-$145.3K2026-10-14
XY Planning Network, Inc.
INCREASED2,0331,670+363+22%$702.4K$721.3K+$18.9K2026-10-14
DT Investment Partners, LLC
DECREASED2,0282,058-30-1%$865.6K$719.6K-$146.0K2026-10-27
Inman Jager Wealth Management, LLC
UNCHANGED2,0262,02600%$852.1K$718.8K-$133.3K2026-11-05
Lodestar Private Asset Management LLC
DECREASED2,0242,101-77-4%$883.7K$718.1K-$165.5K2026-10-26
Sylvest Advisors, LLC
UNCHANGED2,0192,01900%$849.2K$716.4K-$132.8K2026-10-26
Atwood & Palmer Inc
DECREASED2,0132,101-88-4%$883.7K$714.2K-$169.4K2026-10-08
KWB Wealth
DECREASED2,0062,020-14-1%$849.6K$711.7K-$137.9K2026-10-16
Park National Corp
DECREASED2,0022,377-375-16%$999.8K$710.3K-$289.4K2026-10-05
LJI Wealth Management, LLC
DECREASED2,0022,095-93-4%$881.2K$710.3K-$170.8K2026-10-28
Empirical Capital Management, LLC
DECREASED2,0006,000-4,000-67%$2.5M$710-$2.5M2026-10-27
CWC Advisors, Llc.
DECREASED1,9962,209-213-10%$929.1K$708.2K-$220.9K2026-10-15
S.A. Mason LLC
INCREASED1,9881,986+2+0%$835.3K$705.4K-$130.0K2026-10-13
M Wealth Management, LLC
DECREASED1,9862,486-500-20%$1.0M$704.7K-$341.0K2026-10-14
Plan Group Financial, LLC
DECREASED1,9852,041-56-3%$858.3K$741.7K-$116.6K2026-10-22
Security Financial Services, Inc.
INCREASED1,9831,715+268+16%$721.3K$703.6K-$17.7K2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED1,9802,047-67-3%$671.2K$701-$670.5K2026-11-04
Family Office Research LLC
DECREASED1,9793,574-1,595-45%$1.5M$702.3K-$801.1K2026-10-14
Union Savings Bank
DECREASED1,9762,076-100-5%$873.1K$701.1K-$172.1K2026-10-14
Firestone Capital Management
INCREASED1,9761,942+34+2%$816.8K$701.1K-$115.7K2026-11-03
Krane Financial Solutions LLC
INCREASED1,9701,928+42+2%$810.9K$699.0K-$111.9K2026-10-30
Vista Capital Partners, Inc.
DECREASED1,9662,201-235-11%$925.7K$697.6K-$228.2K2026-11-06
Alessandra Capital Management, LLC
UNCHANGED1,9621,96200%$825.2K$696.1K-$129.1K2026-10-30
Entrewealth, LLC
INCREASED1,9611,725+236+14%$551.2K$695.8K+$144.6K2026-10-14
Chapin Davis, Inc.
DECREASED1,9562,010-54-3%$845.4K$694.0K-$151.4K2026-10-09
Solidarity Wealth, LLC
INCREASED1,9541,883+71+4%$792.0K$693.3K-$98.7K2026-10-15
Iron Financial LLC
DECREASED1,9541,975-21-1%$830.7K$693.3K-$137.4K2026-10-23
Councilor Wealth, LLC
UNCHANGED1,9501,95000%$820.2K$691.9K-$128.3K2026-10-09
Omni 360 Wealth, Inc.
UNCHANGED1,9491,94900%$819.7K$691.5K-$128.2K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED1,9481,933+15+1%$813.0K$691.2K-$121.9K2026-10-22
Providence Wealth Advisors, LLC
DECREASED1,9471,965-18-1%$779.5K$721.5K-$58.0K2026-10-29
Tributary Capital Management, LLC
DECREASED1,9452,120-175-8%$891.7K$690.1K-$201.6K2026-10-28
Prentice Wealth Management LLC
INCREASED1,9441,682+262+16%$707.4K$689.8K-$17.7K2026-10-20
Ares Financial Consulting, LLC
DECREASED1,9422,300-358-16%$967.4K$689.0K-$278.3K2026-10-19
Midland Wealth Advisors, LLC
INCREASED1,9391,850+89+5%$778.1K$688.0K-$90.1K2026-10-26
Jnba Financial Advisors
INCREASED1,9391,918+21+1%$806.7K$688.0K-$118.7K2026-11-03
Convergence Investment Partners, LLC
INCREASED1,9381,923+15+1%$808.8K$687.6K-$121.2K2026-10-28
Goelzer Investment Management, Inc.
DECREASED1,9315,656-3,725-66%$2.4M$685.1K-$1.7M2026-10-16
Massachusetts Wealth Management
UNCHANGED1,9131,91300%$804.6K$678.8K-$125.9K2026-10-21
Strata Wealth Advisors, LLC
DECREASED1,9122,056-144-7%$864.8K$678.4K-$186.4K2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED1,9111,638+273+17%$688.7K$677.9K-$10.9K2026-10-20
Bayshore Capital Advisors, LLC
UNCHANGED1,9101,91000%$803.3K$677.7K-$125.7K2026-11-02
Sitrin Capital Management LLC
INCREASED1,9091,849+60+3%$777.7K$677.3K-$100.4K2026-10-19
Allegiance Financial Group Advisory Services LLC
DECREASED1,9042,153-249-12%$905.6K$675.6K-$230.0K2026-11-02
Piedmont Capital Management, LLC
DECREASED1,9041,987-83-4%$835.7K$675.6K-$160.2K2026-10-21
Financial Symmetry Inc
DECREASED1,9041,950-46-2%$820.2K$675.6K-$144.6K2026-10-06
Three Bridge Wealth Advisors, LLC
DECREASED1,9031,944-41-2%$817.6K$675.2K-$142.4K2026-11-05
Cannon Advisors, Inc.
DECREASED1,9021,930-28-1%$764.6K$713.7K-$50.9K2026-10-14
Ted Buchan & Co
INCREASED1,9011,674+227+14%$703.9K$674.7K-$29.2K2026-10-23
BCS Wealth Management
INCREASED1,8981,834+64+3%$771.4K$673.4K-$98.0K2026-11-03
Freedom Financial Partners LLC
INCREASED1,8971,827+70+4%$768.4K$673.1K-$95.4K2026-10-19
Coquina Private Wealth LLC
DECREASED1,8841,924-40-2%$809.2K$668.5K-$140.8K2026-10-27
Tenon Financial LLC
NEW1,883—+1,883——$668.1K—2026-10-14
ARQ Wealth Advisors, LLC
INCREASED1,8811,813+68+4%$678.1K$667.4K-$10.7K2026-10-29
Fairvoy Private Wealth, LLC
INCREASED1,8811,864+17+1%$784.0K$667.4K-$116.6K2026-10-19
Strategy Asset Managers LLC
DECREASED1,8801,885-50%$792.8K$666.9K-$126.0K2026-10-14
Condor Capital Management
INCREASED1,8681,799+69+4%$756.7K$662.8K-$93.9K2026-11-06
Fourpath Capital Management, LLC
DECREASED1,8661,912-46-2%$804.2K$662.1K-$142.1K2026-10-19
Inspirion Wealth Advisors, LLC
DECREASED1,8571,874-17-1%$797.0K$658.9K-$138.1K2026-10-09
Yoder Wealth Management, Inc.
INCREASED1,8551,707+148+9%$718.0K$658.2K-$59.8K2026-10-13
Boyer Financial Services, Inc.
INCREASED1,8521,820+32+2%$716.1K$657.1K-$59.0K2026-10-23
Pathway Financial Advisors LLC
INCREASED1,8511,181+670+57%$464.7K$656.7K+$192.0K2026-10-07
Sather Financial Group Inc
DECREASED1,8461,878-32-2%$789.9K$655.0K-$134.9K2026-10-30
Kellett Wealth Advisors, LLC
DECREASED1,8451,905-60-3%$801.3K$654.6K-$146.6K2026-10-15
TradeWell Securities, Llc.
DECREASED1,8421,850-80%$778.1K$653.6K-$124.6K2026-10-21
Lantz Financial LLC
DECREASED1,8402,078-238-11%$874.0K$652.9K-$221.2K2026-10-15
LongView Wealth Management
INCREASED1,8381,835+3+0%$771.8K$652.1K-$119.7K2026-10-19
Sky Investment Group LLC
NEW1,837—+1,837——$651.8K—2026-10-30
Prairiewood Capital, LLC
INCREASED1,8371,734+103+6%$729.3K$651.8K-$77.5K2026-10-16
IFC & Insurance Marketing, Inc.
DECREASED1,8311,871-40-2%$786.9K$649.7K-$137.3K2026-10-16
Elite Life Management LLC
INCREASED1,8301,698+132+8%$546.0K$629.0K+$83.0K2026-11-06
Woodard & Co Asset Management Group Inc
DECREASED1,8293,625-1,796-50%$1.5M$649.0K-$875.7K2026-11-03
Signature Wealth Management Partners, LLC
INCREASED1,8271,803+24+1%$758.3K$648.2K-$110.1K2026-10-21
MTM Investment Management, LLC
DECREASED1,8262,245-419-19%$944.2K$647.9K-$296.4K2026-10-30
Avail Investment Partners, LLC
INCREASED1,8211,592+229+14%$669.6K$646.1K-$23.5K2026-10-16
Kesler, Norman & Wride, LLC
INCREASED1,8131,698+115+7%$714.1K$643.3K-$70.8K2026-11-06
One Degree Advisors Inc
DECREASED1,8101,825-15-1%$776$689.0K+$688.3K2026-11-06
Tranquility Partners, LLC
UNCHANGED1,8101,81000%$761.3K$642.2K-$119.1K2026-10-20
JFS Wealth Advisors, LLC
DECREASED1,8081,862-54-3%$782.9K$641.3K-$141.6K2026-11-03
Hardy Reed LLC
INCREASED1,8061,242+564+45%$522.4K$640.8K+$118.4K2026-11-06
Livet Wealth, LLC
INCREASED1,8061,536+270+18%$646.0K$640.8K-$5.3K2026-10-27
Highland Financial Advisors, LLC
INCREASED1,8041,073+731+68%$451.3K$640.1K+$188.8K2026-10-19
Granite Islands Private Wealth, LLC
DECREASED1,8002,151-351-16%$901.4K$638.2K-$263.3K2026-10-16
Able Financial Group, LLC
INCREASED1,7991,592+207+13%$669.6K$638.3K-$31.3K2026-10-14
Peirce Capital Management, LLC
INCREASED1,7961,657+139+8%$696.9K$637.2K-$59.7K2026-10-19
First United Bank & Trust
DECREASED1,7942,454-660-27%$1.0M$636.5K-$395.6K2026-10-22
Appalachian Capital Management Ltd
UNCHANGED1,7831,78300%$749.9K$632.6K-$117.3K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED1,7831,78300%$749.9K$749.9K$02026-10-06
PFC Capital Group, Inc.
UNCHANGED1,7811,78100%$749.0K$631.9K-$117.1K2026-11-06
Able Wealth Management LLC
INCREASED1,7791,378+401+29%$575.5K$673.9K+$98.4K2026-10-13
Northern Lights Advisors, Inc.
DECREASED1,7781,964-186-9%$826.1K$630.9K-$195.2K2026-10-21
Richmond Investment Services, LLC
DECREASED1,7781,781-30%$749.1K$630.9K-$118.2K2026-10-29
FDx Advisors, Inc.
DECREASED1,7761,818-42-2%$765.0K$630-$764.4K2026-11-05
Oak Asset Management, LLC
UNCHANGED1,7741,77400%$746.1K$629.4K-$116.7K2026-10-13
Thompson Davis & Co., Inc.
INCREASED1,7701,700+70+4%$715.0K$628.0K-$87.0K2026-11-05
BXM Wealth LLC
UNCHANGED1,7661,76600%$742.8K$626.6K-$116.2K2026-11-03
First Financial Bank - Trust Division
INCREASED1,7621,687+75+4%$709.6K$625.2K-$84.4K2026-10-01
UMB Private Wealth Management, LLC
NEW1,761—+1,761——$624.8K—2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED1,7601,76000%$740.3K$624.5K-$115.8K2026-10-09
Investment House LLC
DECREASED1,7593,535-1,776-50%$1.5M$624.1K-$862.7K2026-10-21
Urban Wealth Management, LLC
DECREASED1,7551,795-40-2%$755.0K$622.7K-$132.3K2026-10-21
Todd Wealth Management, LLC
INCREASED1,7531,348+405+30%$567.0K$622.0K+$55.0K2026-10-19
Vista Investment Partners II, LLC
DECREASED1,7521,772-20-1%$745.3K$621.6K-$123.7K2026-10-15
Nearside Advisors, LLC
NEW1,751—+1,751——$621.3K—2026-10-20
Pearl Planning LLC
NEW1,750—+1,750——$620.8K—2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED1,7502,151-401-19%$904.7K$620.9K-$283.7K2026-10-14
LCM Capital Management Inc
INCREASED1,7461,741+5+0%$732.3K$619.5K-$112.8K2026-10-20
Hidden Cove Wealth Management, LLC
DECREASED1,7451,790-45-3%$752.9K$619.1K-$133.7K2026-10-19
Baldwin Wealth Partners LLC
DECREASED1,7451,770-25-1%$744.5K$619.1K-$125.3K2026-10-13
Patten Group, Inc.
INCREASED1,742630+1,112+177%$265.0K$618.1K+$353.1K2026-10-26
Aurora Private Wealth, Inc.
INCREASED1,7401,202+538+45%$506.0K$617-$505.4K2026-10-20
Smart Wealth LLC
DECREASED1,7392,429-690-28%$1.0M$617.0K-$404.6K2026-11-04
RW Investment Management LLC
DECREASED1,7361,786-50-3%$751.2K$616.0K-$135.2K2026-11-03
Peddock Capital Advisors, LLC
INCREASED1,7311,688+43+3%$710.1K$614.3K-$95.8K2026-10-16
Benchmark Financial, LLC
UNCHANGED1,7301,73000%$727.6K$613.8K-$113.8K2026-10-16
Stewardship Advisors, LLC
DECREASED1,7281,823-95-5%$766.8K$613.1K-$153.6K2026-10-20
Monte Financial Group, LLC
UNCHANGED1,7281,72800%$537.8K$613.1K+$75.3K2026-11-02
Cherrydale Wealth Management, LLC
INCREASED1,7251,675+50+3%$704.5K$612.0K-$92.5K2026-10-20
Yanni & Associates Investment Advisors, LLC
UNCHANGED1,7251,72500%$725.5K$612.0K-$113.5K2026-10-14
TMB Capital Partners, LLC
INCREASED1,7211,631+90+6%$686.0K$610.6K-$75.4K2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED1,7181,389+329+24%$584.3K$609.5K+$25.2K2026-10-22
Chiron Capital Management, LLC
DECREASED1,7152,730-1,015-37%$1.1M$608.5K-$539.7K2026-10-15
Penn Davis Mcfarland Inc
UNCHANGED1,7151,71500%$721.3K$608.5K-$112.8K2026-10-23
MMA Asset Management LLC
DECREASED1,7141,748-34-2%$735.2K$608.1K-$127.1K2026-11-02
Client 1ST Advisory Group, LLC
DECREASED1,7132,298-585-25%$966.5K$607.8K-$358.7K2026-10-19
Jacksonville Wealth Management, LLC
UNCHANGED1,7131,71300%$720.5K$607.8K-$112.7K2026-10-30
Lunt Capital Management, Inc.
UNCHANGED1,7131,71300%$720.5K$607.8K-$112.7K2026-10-30
Clientfirst Wealth Management, LLC
UNCHANGED1,7101,71000%$719.2K$606.7K-$112.5K2026-11-04
Financial Planning Navigators Corp
DECREASED1,7081,728-20-1%$726.8K$606.0K-$120.8K2026-10-14
Fishman JAY A LTD
UNCHANGED1,7061,70600%$717.5K$605.3K-$112.2K2026-10-26
Next Level Wealth Planning, LLC
UNCHANGED1,7061,70600%$717.5K$605.3K-$112.2K2026-10-29
Berman McAleer LLC
UNCHANGED1,7041,70400%$716.8K$604.6K-$112.1K2026-10-16
Kohmann Bosshard Financial Services, LLC
DECREASED1,7021,841-139-8%$774.3K$603.6K-$170.7K2026-11-04
Wiser Wealth Management, Inc
INCREASED1,6961,560+136+9%$656.1K$601.8K-$54.4K2026-10-14
Opus Financial Solutions LLC
DECREASED1,6951,829-134-7%$769.3K$601.4K-$167.9K2026-11-06
Grange Capital, LLC
DECREASED1,6951,715-20-1%$721.3K$601.4K-$119.9K2026-10-20
Community Bank, N.A.
INCREASED1,6951,685+10+1%$708.7K$601.4K-$107.3K2026-11-06
Investment Planning Advisors, Inc.
INCREASED1,6901,642+48+3%$690.5K$599.8K-$90.7K2026-10-14
180 GPS Investments IC Ltd
INCREASED1,687678+1,009+149%$285.2K$598.6K+$313.4K2026-11-06
PUREfi Wealth, LLC
DECREASED1,6801,906-226-12%$801.7K$596.1K-$205.6K2026-10-19
Tortoise Investment Management, LLC
INCREASED1,6801,511+169+11%$635.5K$596.1K-$39.4K2026-11-06
Vilga Financial Planning LLC
DECREASED1,6792,210-531-24%$929.5K$595.7K-$333.8K2026-10-09
Vestia Personal Wealth Advisors
INCREASED1,6791,498+181+12%$629.8K$595.5K-$34.3K2026-10-20
GKV Capital Management Co., Inc.
INCREASED1,6771,650+27+2%$694.0K$595.0K-$99.0K2026-11-06
City Holding Co
DECREASED1,6761,715-39-2%$721.3K$594.6K-$126.7K2026-10-19
New Harbor Financial Group, LLC
DECREASED1,6743,817-2,143-56%$1.6M$594.0K-$1.0M2026-10-22
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED1,6731,575+98+6%$662.4K$593.6K-$68.8K2026-10-29
Focused Alpha, LLC
DECREASED1,6704,547-2,877-63%$1.9M$592.7K-$1.3M2026-10-20
Family Legacy Financial Solutions, LLC
UNCHANGED1,6701,67000%$678.0K$592.5K-$85.4K2026-10-07
Moisand Fitzgerald Tamayo, LLC
INCREASED1,6661,602+64+4%$673.8K$591.1K-$82.7K2026-10-15
Bill Few Associates, Inc.
DECREASED1,6651,765-100-6%$742.4K$590.8K-$151.6K2026-10-09
Schneider Downs Wealth Management Advisors, LP
INCREASED1,6631,128+535+47%$474.4K$590.1K+$115.6K2026-10-27
Apeiron RIA LLC
INCREASED1,658773+885+114%$325.1K$587.1K+$261.9K2026-10-08
Global Financial Private Client, LLC
INCREASED1,6561,544+112+7%$649.4K$587.6K-$61.8K2026-10-15
Lord & Richards Wealth Management, LLC
INCREASED1,6541,319+335+25%$554.8K$586.9K+$32.1K2026-10-14
jvl associates llc
INCREASED1,6441,501+143+10%$631.3K$583.3K-$48.0K2026-10-09
Financial Planning Hawaii, Inc.
INCREASED1,6431,632+11+1%$686.4K$583.0K-$103.5K2026-10-13
McElhenny Sheffield Capital Management, LLC
INCREASED1,6411,362+279+20%$572.9K$582.2K+$9.4K2026-11-06
Kaufman Rossin Wealth, LLC
INCREASED1,639920+719+78%$374.1K$581.6K+$207.5K2026-10-19
TFB Advisors LLC
DECREASED1,6391,649-10-1%$693.6K$581.5K-$112.0K2026-11-02
Washburn Capital Management, Inc.
INCREASED1,6361,522+114+7%$640.2K$580.5K-$59.7K2026-10-19
Invariant Investment Management
UNCHANGED1,6341,63400%$685.9K$605.5K-$80.4K2026-10-08
Coyle Financial Counsel LLC
DECREASED1,6331,830-197-11%$769.7K$579.4K-$190.3K2026-10-28
Vicus Capital
INCREASED1,6321,598+34+2%$672.0K$578.9K-$93.0K2026-11-05
JDH Wealth Management, LLC
INCREASED1,6301,588+42+3%$667.9K$578.3K-$89.6K2026-10-20
Tull Financial Group, Inc.
UNCHANGED1,6271,62700%$684.3K$577.3K-$107.0K2026-11-05
Parr Mcknight Wealth Management Group, LLC
INCREASED1,6251,621+4+0%$681.8K$576.6K-$105.2K2026-10-30
United Bank
INCREASED1,6221,516+106+7%$637.6K$575.5K-$62.1K2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED1,6221,605+17+1%$675.2K$575.7K-$99.6K2026-10-13
American Financial & TAX Strategies Inc
INCREASED1,6201,570+50+3%$660.3K$574.8K-$85.6K2026-10-16
Langley Wealth Management, LLC
INCREASED1,618970+648+67%$408.0K$574.1K+$166.1K2026-11-04
Augustine Asset Management Inc
INCREASED1,6171,006+611+61%$423.1K$573.7K+$150.6K2026-10-13
ACT Advisors, Llc.
DECREASED1,6141,673-59-4%$703.7K$572.7K-$131.0K2026-10-15
Red Spruce Capital, LLC
UNCHANGED1,6111,61100%$677.6K$571.6K-$106.0K2026-10-07
RS Crum Inc.
INCREASED1,6101,560+50+3%$656.1K$571.2K-$84.9K2026-10-19
Telos Capital Management, Inc.
INCREASED1,6091,149+460+40%$483.3K$570.9K+$87.6K2026-11-02
Instrumental Wealth, LLC
DECREASED1,6091,755-146-8%$738.2K$570.9K-$167.3K2026-10-20
SevenBridge Financial Group, LLC
DECREASED1,6061,658-52-3%$544.9K$600.3K+$55.4K2026-10-26
Balentine LLC
DECREASED1,6043,569-1,965-55%$1.5M$569.1K-$932.0K2026-11-03
Tower Trust & Investment Co
INCREASED1,60475+1,529+2039%$31.5K$569.1K+$537.5K2026-10-28
Juncture Wealth Strategies, LLC
INCREASED1,6041,603+1+0%$674.2K$569.0K-$105.3K2026-10-06
Peachtree Investment Partners, LLC
INCREASED1,5991,542+57+4%$648.6K$567.4K-$81.2K2026-11-05
Wealthcare Capital Partners, LLC
UNCHANGED1,5981,59800%$672.3K$567.2K-$105.2K2026-10-21
Elevate Capital Advisors, LLC
DECREASED1,5973,667-2,070-56%$1.5M$566.6K-$975.8K2026-11-02
Abacus Planning Group, Inc.
DECREASED1,5971,816-219-12%$763.8K$566.6K-$197.2K2026-11-02
Myecfo, LLC
DECREASED1,5941,609-15-1%$676.7K$565.6K-$111.2K2026-10-14
High Note Wealth, LLC
INCREASED1,5931,405+188+13%$590.9K$565.2K-$25.7K2026-10-27
Discipline Wealth Solutions, LLC
INCREASED1,5921,496+96+6%$629.2K$564.9K-$64.3K2026-10-14
WPG Advisers, LLC
DECREASED1,5921,633-41-3%$686.8K$564.9K-$122.0K2026-10-27
BOS Asset Management, LLC
UNCHANGED1,5921,59200%$669.6K$564.9K-$104.7K2026-10-09
Clearwave Capital, LLC
INCREASED1,5901,570+20+1%$660.3K$564.1K-$96.2K2026-10-27
Michael Brady & Co., LLC
UNCHANGED1,5901,59000%$668.8K$564.2K-$104.6K2026-10-23
E&G Advisors, LLC
DECREASED1,5891,604-15-1%$674.6K$563.8K-$110.8K2026-10-13
OAK Family Advisors, LLC
UNCHANGED1,5851,58500%$666.7K$562.4K-$104.3K2026-10-19
Romano Brothers and Company
UNCHANGED1,5851,58500%$666.7K$562.4K-$104.3K2026-10-22
Peoples Bank
INCREASED1,5811,576+5+0%$662.9K$561.0K-$101.9K2026-10-09
Sage Investment Advisers LLC
INCREASED1,579789+790+100%$331.9K$560.2K+$228.4K2026-10-21
Ascent Wealth Partners, LLC
INCREASED1,5781,545+33+2%$649.8K$559.9K-$89.9K2026-10-23
Dagco, Inc.
INCREASED1,5761,442+134+9%$606.4K$559.1K-$47.3K2026-10-20
Olistico Wealth, LLC
INCREASED1,5751,325+250+19%$557.3K$558.8K+$1.5K2026-10-05
Lantern Wealth Advisors, LLC
INCREASED1,5731,480+93+6%$622.5K$558.1K-$64.4K2026-10-22
Spectrum Planning & Advisory Services Inc.
INCREASED1,5711,172+399+34%$492.9K$557.4K+$64.5K2026-11-05
PCG Asset Management, LLC
NEW1,570—+1,570——$557.1K—2026-11-05
Heritage Investment Group, Inc.
INCREASED1,5611,416+145+10%$595.6K$553.9K-$41.7K2026-11-03
Grantvest Financial Group LLC
DECREASED1,5611,688-127-8%$710.0K$553.9K-$156.1K2026-10-21
BridgePort Financial Solutions, LLC
DECREASED1,5581,576-18-1%$663.0K$552.9K-$110.1K2026-11-02
McGuire Investment Group, LLC
UNCHANGED1,5541,55400%$653.6K$551.4K-$102.2K2026-10-23
Main Street Group, LTD
UNCHANGED1,5511,55100%$652.4K$550.3K-$102.0K2026-10-28
Consolidated Capital Management, LLC
DECREASED1,5501,580-30-2%$664.5K$550.0K-$114.6K2026-10-13
McLean Asset Management Corp
INCREASED1,5461,503+43+3%$467.7K$531.2K+$63.5K2026-11-06
Visionary Horizons, LLC
DECREASED1,5461,549-30%$651.5K$548.6K-$103.0K2026-10-22
Clear Trail Advisors, LLC
DECREASED1,5421,640-98-6%$689.8K$547.1K-$142.7K2026-10-20
WealthPoint Financial, LLC
INCREASED1,541878+663+76%$369.3K$546.8K+$177.5K2026-11-03
Mayfair Advisory Group, LLC
INCREASED1,5411,531+10+1%$479.2K$546.8K+$67.5K2026-10-20
Black Diamond Financial, LLC
INCREASED1,5401,258+282+22%$529.1K$546.4K+$17.3K2026-10-26
Lincoln Capital Corp
INCREASED1,5391,490+49+3%$626.7K$546.1K-$80.6K2026-10-13
Ballast, Inc.
INCREASED1,5361,288+248+19%$541.7K$545.0K+$3.3K2026-10-20
Sunrise Financial Services, LLC
DECREASED1,5331,788-255-14%$752.0K$543.9K-$208.1K2026-10-21
HighRoad Wealth Advisors, LLC
UNCHANGED1,5331,53300%$644.6K$543.8K-$100.8K2026-10-14
Alpha Zero LLC
INCREASED1,5321,527+5+0%$597.1K$543.5K-$53.6K2026-11-06
American Capital Advisory, LLC
INCREASED1,5281,507+21+1%$633.8K$542.2K-$91.7K2026-10-28
Community Bank & Trust, Waco, Texas
DECREASED1,5251,581-56-4%$665.0K$541-$664.5K2026-10-19
POM Investment Strategies, LLC
UNCHANGED1,5251,52500%$641.4K$541.1K-$100.3K2026-10-20
TigerOak Management, L.L.C.
INCREASED1,5231,327+196+15%$558.1K$540.4K-$17.8K2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED1,5221,544-22-1%$649.4K$540.0K-$109.4K2026-10-16
Northside Capital Management, LLC
INCREASED1,5141,035+479+46%$435.3K$537.2K+$101.9K2026-10-13
Power Wealth Management LLC
DECREASED1,5111,542-31-2%$648.6K$536.1K-$112.4K2026-10-27
Heritage Wealth Management, Inc.
INCREASED1,5101,318+192+15%$554.4K$535.8K-$18.6K2026-10-27
Archer Investment Corp
INCREASED1,5091,285+224+17%$540.5K$535.4K-$5.1K2026-11-05
Lynx Investment Advisory
DECREASED1,5061,714-208-12%$720.9K$534.3K-$186.6K2026-10-27
Lifelong Wealth Advisors, Inc.
DECREASED1,5061,578-72-5%$663.7K$534.3K-$129.4K2026-10-19
Meyer Handelman Co
UNCHANGED1,5051,50500%$633.0K$534.0K-$99.0K2026-10-28
Leverty Financial Group, LLC
UNCHANGED1,5021,50200%$631.7K$532.9K-$98.8K2026-10-08
Denver PWM, LLC
UNCHANGED1,5011,50100%$513.7K$532.6K+$18.8K2026-10-22
Charles Schwab Trust Co
NEW1,500—+1,500——$532.2K—2026-10-15
Hurley Capital, LLC
INCREASED1,5001,390+110+8%$584.6K$532.2K-$52.4K2026-11-05
Mine & Arao Wealth Creation & Management, Llc.
DECREASED1,5001,550-50-3%$651.9K$532.2K-$119.7K2026-10-29
First Merchants Corp
INCREASED1,5001,490+10+1%$626.7K$532.2K-$94.5K2026-10-15
Birinyi Associates Inc
UNCHANGED1,5001,50000%$631.0K$532-$630.5K2026-10-28
Creative Capital Management Investments LLC
DECREASED1,4981,514-16-1%$636.8K$531.5K-$105.3K2026-10-28
Raab & Moskowitz Asset Management LLC
UNCHANGED1,4951,49500%$628.8K$530.4K-$98.4K2026-11-02
Tenzing Financial LLC
DECREASED1,4901,564-74-5%$656.5K$548.4K-$108.1K2026-11-03
Eastern Bank
DECREASED1,4891,811-322-18%$761.7K$528.3K-$233.4K2026-10-05
Mountain Pacific Investment Advisers LLC
DECREASED1,4881,588-100-6%$667.9K$528.0K-$140.0K2026-10-29
Echo45 Advisors LLC
INCREASED1,4861,309+177+14%$550.7K$527.3K-$23.4K2026-10-07
Blue Fin Capital, Inc.
UNCHANGED1,4841,48400%$624.2K$526.5K-$97.6K2026-10-28
Ledyard National Bank
DECREASED1,4821,504-22-1%$632.6K$525.8K-$106.8K2026-10-21
True Freedom Investing, LLC
DECREASED1,4791,521-42-3%$565.4K$524.8K-$40.7K2026-10-29
Nolet Wealth Management, LLC
INCREASED1,4781,413+65+5%$594.2K$524.3K-$69.9K2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED1,4771,397+80+6%$587.6K$524.1K-$63.5K2026-10-09
E6 Portfolios, LLC
DECREASED1,4771,497-20-1%$629.7K$524.2K-$105.6K2026-10-26
Opulen Financial Group LLC
INCREASED1,4631,373+90+7%$577.5K$519.1K-$58.4K2026-10-22
Vision Capital Management, Inc.
UNCHANGED1,4631,46300%$615.3K$519.0K-$96.2K2026-10-20
Austin Asset Management Co Inc
INCREASED1,4621,452+10+1%$610.7K$518.7K-$92.0K2026-10-29
Tred Avon Family Wealth, LLC
DECREASED1,4621,469-70%$617.9K$518.8K-$99.1K2026-10-20
Financial Synergies Wealth Advisors, Inc.
DECREASED1,4572,978-1,521-51%$1.3M$517.0K-$735.6K2026-10-16
Sage Private Wealth Group, LLC
INCREASED1,4571,263+194+15%$531.2K$517.0K-$14.3K2026-10-21
Hapanowicz & Associates Financial Services, Inc
UNCHANGED1,4561,45600%$612.4K$516.6K-$95.8K2026-10-29
NBZ Investment Advisors LLC
UNCHANGED1,4521,45200%$610.7K$515.2K-$95.5K2026-10-30
Arista Wealth Management, LLC
INCREASED1,4511,310+141+11%$551.0K$514.8K-$36.2K2026-10-29
Tanager Wealth Management LLP
DECREASED1,4491,528-79-5%$642.7K$514.1K-$128.6K2026-10-19
Omega Financial Group, LLC
DECREASED1,4481,846-398-22%$776.4K$513.8K-$262.7K2026-10-29
LaFleur & Godfrey LLC
NEW1,446—+1,446——$513.1K—2026-10-27
Reston Wealth Management LLC
INCREASED1,4461,437+9+1%$604.4K$513.1K-$91.3K2026-10-29
Joseph P. Lucia & Associates, LLC
DECREASED1,4451,498-53-4%$630.1K$512.7K-$117.4K2026-10-30
Elevated Financial Group LLC
INCREASED1,4421,415+27+2%$595.3K$511.8K-$83.5K2026-10-16
Towerpoint Wealth, LLC
DECREASED1,4381,721-283-16%$723.9K$510.2K-$213.6K2026-10-13
Share Andrew L.
NEW1,433—+1,433——$508.4K—2026-11-06
Sentinel Pension Advisors, LLC
INCREASED1,4331,062+371+35%$404.5K$508.4K+$104.0K2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED1,4271,415+12+1%$623.8K$542.9K-$80.9K2026-10-19
Absolute Capital Management, LLC
INCREASED1,426509+917+180%$214.1K$506.0K+$291.9K2026-10-16
SS&H Financial Advisors, Inc.
UNCHANGED1,4201,42000%$597.0K$504-$596.5K2026-10-28
Helium Advisors LLC
DECREASED1,4091,488-79-5%$625.7K$499.8K-$125.9K2026-10-23
Beacon Bank & Trust
UNCHANGED1,4091,40900%$592.6K$499.9K-$92.7K2026-10-27
Spinnaker Investment Group, LLC
DECREASED1,4071,640-233-14%$689.9K$499.3K-$190.6K2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED1,4071,464-57-4%$615.8K$499.2K-$116.5K2026-10-13
Connecticut Capital Management Group, LLC
INCREASED1,4011,366+35+3%$574.5K$497.1K-$77.5K2026-10-29
Hickory Point Bank & Trust
UNCHANGED1,4011,40100%$589.3K$497.1K-$92.2K2026-10-01
Cherokee Insurance Co
UNCHANGED1,4001,40000%$588.8K$496.7K-$92.1K2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,3981,39800%$588.0K$496.0K-$92.0K2026-10-30
TCV Trust & Wealth Management, Inc.
INCREASED1,3941,382+12+1%$581.3K$494.6K-$86.7K2026-10-16
Tctc Holdings, LLC
INCREASED1,3941,384+10+1%$582.1K$494.6K-$87.5K2026-11-02
Nixon Peabody Trust Co
INCREASED1,3921,171+221+19%$492.5K$493.9K+$1.4K2026-10-23
A&I Financial Services, LLC
DECREASED1,3901,400-10-1%$588.8K$493.2K-$95.7K2026-10-15
Redwood Financial Network Corp
UNCHANGED1,3891,38900%$584.2K$492.8K-$91.4K2026-11-03
Uhlmann Price Securities, LLC
INCREASED1,388778+610+78%$327.2K$492.5K+$165.2K2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED1,3831,393-10-1%$585.9K$490.7K-$95.2K2026-11-04
Bucket List Wealth Management, LLC
DECREASED1,3791,390-11-1%$584.6K$489.3K-$95.4K2026-10-22
CapWealth Advisors, LLC
INCREASED1,3771,344+33+2%$565.3K$488.6K-$76.7K2026-10-05
Westover Capital Advisors, LLC
DECREASED1,3771,397-20-1%$587.6K$488.6K-$99.0K2026-10-26
Optima Capital LLC
DECREASED1,3761,383-7-1%$581.7K$488.2K-$93.5K2026-10-29
Quaker Wealth Management, LLC
DECREASED1,3751,737-362-21%$730.6K$487.9K-$242.7K2026-10-22
Crystal Cove Asset Management, LLC
INCREASED1,3721,014+358+35%$426.5K$486.8K+$60.3K2026-11-06
Rosenberg Matthew Hamilton
INCREASED1,3701,192+178+15%$501.4K$486.1K-$15.3K2026-10-05
Meritas Wealth Management, LLC
INCREASED1,3671,320+47+4%$555.2K$485.0K-$70.2K2026-10-14
Private Client Services, LLC
INCREASED1,3661,348+18+1%$567.0K$484.7K-$82.3K2026-10-02
Blue Bell Private Wealth Management, LLC
DECREASED1,3661,371-50%$576.6K$484.7K-$92.0K2026-10-29
Tompkins Financial Corp
UNCHANGED1,3651,36500%$574.1K$484.3K-$89.8K2026-10-05
Sunburst Financial Group, LLC
DECREASED1,3641,450-86-6%$610.1K$484.1K-$125.9K2026-10-09
MFG Investments, LLC
NEW1,359—+1,359——$482.2K—2026-10-30
Brian LOW Financial Group, LLC
DECREASED1,3591,360-10%$572.0K$482.2K-$89.8K2026-10-28
Kelly Financial Services LLC
DECREASED1,3581,365-7-1%$574.3K$482.0K-$92.2K2026-10-20
Taylor & Morgan Wealth Management, LLC
DECREASED1,3551,375-20-1%$578.3K$480.8K-$97.6K2026-10-09
Post Resch Tallon Group Inc.
INCREASED1,3521,313+39+3%$552.2K$479.7K-$72.5K2026-10-09
SilverOak Wealth Management LLC
INCREASED1,3521,342+10+1%$564.5K$479.7K-$84.8K2026-10-29
Jackson Square Capital, LLC
INCREASED1,348836+512+61%$351.6K$478.3K+$126.7K2026-10-19
Rasp Wealth Solutions, LLC
INCREASED1,3471,293+54+4%$543.9K$478.1K-$65.8K2026-11-06
Brindle & Bay Financial Advisors, LLC
NEW1,346—+1,346——$477.4K—2026-10-15
Centerpoint Advisory Group
UNCHANGED1,3451,34500%$565.7K$477.2K-$88.5K2026-10-23
Targeted Financial Services LLC
UNCHANGED1,3421,34200%$564.4K$476.2K-$88.3K2026-10-19
Hilton Head Capital Partners, LLC
INCREASED1,3411,089+252+23%$458.0K$475.8K+$17.8K2026-10-23
Royal Palms Capital LLC
UNCHANGED1,3401,34000%$563.6K$475.4K-$88.2K2026-10-23
Capital Management Associates, Inc
INCREASED1,3391,296+43+3%$545.1K$475.2K-$70.0K2026-10-20
Register Financial Advisors LLC
DECREASED1,3381,347-9-1%$566.5K$474.7K-$91.8K2026-10-23
West Financial Advisors, LLC
UNCHANGED1,3331,33300%$560.7K$473.0K-$87.7K2026-10-22
Gallagher Capital Advisors, LLC
UNCHANGED1,3321,33200%$560.2K$472.6K-$87.6K2026-10-09
Oak Barrel Wealth Advisory LLC
DECREASED1,3311,356-25-2%$570.3K$472.3K-$98.1K2026-11-05
Fortune 45 LLC
DECREASED1,3302,480-1,150-46%$1.0M$471.9K-$571.2K2026-10-14
Clear Point Advisors Inc.
INCREASED1,330950+380+40%$399.6K$471.9K+$72.3K2026-10-30
SFE Investment Counsel
INCREASED1,3231,303+20+2%$548.0K$469.4K-$78.6K2026-10-29
Platt Investment Counsel, LLC
DECREASED1,3201,350-30-2%$567.8K$468.3K-$99.5K2026-10-07
McCarthy Asset Management, Inc.
UNCHANGED1,3201,32000%$555.2K$468.3K-$86.8K2026-10-20
Atlas Wealth Partners, LLC
UNCHANGED1,3191,31900%$554.8K$468.0K-$86.8K2026-11-03
Endeavor Private Wealth, Inc.
DECREASED1,3171,422-105-7%$598.1K$467.3K-$130.8K2026-11-05
Rockland Trust Co
INCREASED1,3121,257+55+4%$528.7K$465.5K-$63.2K2026-10-05
MPS Loria Financial Planners, LLC
DECREASED1,3111,322-11-1%$556.0K$465.2K-$90.9K2026-10-14
Lazard Freres Gestion S.A.S.
UNCHANGED1,3101,31000%$550.0K$464-$549.5K2026-11-03
Measured Risk Portfolios, Inc.
DECREASED1,3091,473-164-11%$619.5K$464.4K-$155.1K2026-10-21
Rhodes Investment Advisors Inc
INCREASED1,3091,266+43+3%$532.5K$464.4K-$68.0K2026-10-07
Cornerstone Planning, LLC
UNCHANGED1,3061,30600%$549.3K$504.0K-$45.3K2026-10-27
Silverleafe Capital Partners, LLC
DECREASED1,3041,430-126-9%$601.6K$462.6K-$139.0K2026-10-02
Hardworking Capital Advisors, LLC
NEW1,303—+1,303——$462.3K—2026-10-20
Cove Private Wealth, LLC
INCREASED1,2971,269+28+2%$533.7K$460.2K-$73.6K2026-10-28
Kondo Wealth Advisors, Inc.
DECREASED1,2911,567-276-18%$659.1K$458.1K-$201.0K2026-10-19
Oakwell Private Wealth Management, LLC
INCREASED1,2881,133+155+14%$476.5K$457.0K-$19.5K2026-11-06
ASL Financial, LLC
UNCHANGED1,2841,28400%$540.1K$455.6K-$84.5K2026-10-15
Point Nemo Capital, LLC
DECREASED1,2821,297-15-1%$545.5K$454.9K-$90.7K2026-11-03
Hilltop National Bank
DECREASED1,2791,699-420-25%$714.6K$453.8K-$260.8K2026-10-14
Curtis Advisory Group, LLC
DECREASED1,2781,286-8-1%$540.9K$453.4K-$87.4K2026-10-28
waypoint wealth counsel
INCREASED1,2771,075+202+19%$452.1K$453.1K+$9482026-10-22
Sanchez Gaunt Capital Management, LLC
DECREASED1,2753,162-1,887-60%$1.3M$452.4K-$877.6K2026-11-03
Central Bank & Trust Co
UNCHANGED1,2751,27500%$536.3K$452.4K-$83.9K2026-10-09
Smith Shellnut Wilson LLC
INCREASED1,2731,245+28+2%$523.6K$451.7K-$72.0K2026-10-21
Fonville Wealth Management LLC
DECREASED1,2711,448-177-12%$609.0K$450.9K-$158.2K2026-10-28
Capstone Wealth Management, LLC
INCREASED1,2701,093+177+16%$459.7K$450.6K-$9.1K2026-11-02
Berkshire Money Management, Inc.
NEW1,267—+1,267——$449.5K—2026-10-21
Shrier Wealth Management, LLC
UNCHANGED1,2641,26400%$531.6K$448.5K-$83.2K2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED1,2631,269-60%$533.7K$448.1K-$85.6K2026-10-21
Essential Partners LLC
INCREASED1,2611,104+157+14%$464.3K$447.4K-$16.9K2026-10-14
Boyce & Associates Wealth Consulting, Inc.
DECREASED1,2581,414-156-11%$594.7K$446.4K-$148.4K2026-10-14
Quantum Financial Advisors, LLC
INCREASED1,2581,210+48+4%$509.0K$446.4K-$62.6K2026-11-03
Windsor Capital Management, LLC
DECREASED1,2571,272-15-1%$535.0K$446.0K-$89.0K2026-10-13
Human Investing LLC
INCREASED1,256762+494+65%$320.5K$445.7K+$125.1K2026-10-19
Weitzel Financial Services, Inc.
UNCHANGED1,2561,25600%$491.3K$467.1K-$24.1K2026-10-16
Clearview Wealth Management LLC
DECREASED1,2551,256-10%$528.1K$470.7K-$57.3K2026-10-16
Aviance Capital Partners, LLC
DECREASED1,2541,363-109-8%$573.4K$445.0K-$128.4K2026-10-29
Platt Wealth Management LLC
DECREASED1,2541,335-81-6%$561.0K$445-$560.6K2026-11-04
Advisors Management Group Inc
DECREASED1,2511,266-15-1%$532.0K$443-$531.6K2026-11-05
Delta Financial Advisors LLC
UNCHANGED1,2501,25000%$525.8K$443.5K-$82.2K2026-10-27
Donalies Financial Planning, LLC
UNCHANGED1,2501,25000%$525.8K$443.5K-$82.2K2026-10-19
Torray Investment Partners LLC
UNCHANGED1,2501,25000%$525.8K$443.5K-$82.2K2026-10-30
Narus Financial Partners, LLC
INCREASED1,2491,084+165+15%$455.9K$443.2K-$12.8K2026-10-19
Hoge Financial Services, LLC
INCREASED1,2491,092+157+14%$459.3K$443.2K-$16.1K2026-11-05
CLG LLC
INCREASED1,2461,237+9+1%$520.4K$442.2K-$78.1K2026-10-13
Searle & Co.
UNCHANGED1,2441,24400%$523.2K$441.4K-$81.8K2026-11-04
Walled Lake Planning & Wealth Management, LLC
UNCHANGED1,2421,24200%$522.4K$440.7K-$81.7K2026-10-29
Marks Group Wealth Management, Inc
DECREASED1,2401,291-51-4%$543.0K$440.1K-$102.9K2026-11-05
Phoenix Wealth Advisors
DECREASED1,2371,256-19-2%$528.3K$438.9K-$89.4K2026-11-03
AF Advisors, Inc.
DECREASED1,2371,239-20%$521.1K$438.9K-$82.2K2026-11-06
Mystic Asset Management, Inc.
UNCHANGED1,2351,23500%$519.4K$438.2K-$81.3K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,2335,795-4,562-79%$2.4M$437.5K-$2.0M2026-10-14
Cypress Capital, LLC
INCREASED1,233852+381+45%$358.4K$437.5K+$79.1K2026-10-20
United Community Bank
INCREASED1,2331,134+99+9%$477.0K$437.5K-$39.5K2026-10-28
Altar Rock LLC
DECREASED1,2331,251-18-1%$526.2K$471.9K-$54.3K2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,2331,23300%$518.7K$437.5K-$81.1K2026-10-28
GGM Financial LLC
INCREASED1,231963+268+28%$405.0K$436.8K+$31.7K2026-11-05
Old Mission Investment Co LLC
DECREASED1,2311,240-9-1%$521.4K$436.7K-$84.8K2026-10-22
Financial Harvest, LLC
DECREASED1,2301,576-346-22%$662.9K$436.4K-$226.5K2026-10-15
Heirloom Wealth Management
DECREASED1,2291,268-39-3%$533.5K$436.2K-$97.3K2026-10-14
MBA Advisors LLC
DECREASED1,2291,252-23-2%$526.6K$436.1K-$90.5K2026-10-29
Johnson & White Wealth Management, LLC
INCREASED1,2271,091+136+12%$458.9K$435.4K-$23.5K2026-11-03
Lynch & Associates
INCREASED1,2251,152+73+6%$484.5K$434.6K-$49.9K2026-10-13
Staley Capital Advisers Inc
UNCHANGED1,2251,22500%$515.2K$434.6K-$80.6K2026-11-06
Selective Wealth Management, Inc.
INCREASED1,218575+643+112%$218.9K$441.6K+$222.6K2026-10-16
Cape Investment Advisory, Inc.
DECREASED1,2171,326-109-8%$557.9K$432.0K-$125.9K2026-10-13
Bell Investment Advisors, Inc
INCREASED1,2171,135+82+7%$477.4K$431.8K-$45.6K2026-10-29
Bright Financial Advisors, Inc.
DECREASED1,2151,240-25-2%$521.5K$431.1K-$90.5K2026-10-23
Kraematon Investment Advisors, Inc
UNCHANGED1,2151,21500%$510.9K$431.0K-$79.9K2026-11-02
Fairfield Financial Advisors, LTD
UNCHANGED1,2141,21400%$510.6K$430.7K-$79.9K2026-10-14
Hudock, Inc.
DECREASED1,2001,587-387-24%$667.9K$426.1K-$241.8K2026-10-14
Riverwater Partners LLC
INCREASED1,2001,112+88+8%$467.7K$425.8K-$41.9K2026-11-03
Baker Boyer National Bank
INCREASED1,1991,197+2+0%$503.5K$425.4K-$78.0K2026-11-05
Avant Financial Advisors LLC
INCREASED1,194992+202+20%$417.2K$423.6K+$6.4K2026-11-02
Northland Securities, Inc.
DECREASED1,1901,240-50-4%$521.5K$422.2K-$99.3K2026-11-02
Nabity-Jensen Investment Management Inc
INCREASED1,1881,141+47+4%$479.9K$421.5K-$58.4K2026-10-23
Cora Capital Advisors LLC
DECREASED1,1881,226-38-3%$515.7K$421.5K-$94.1K2026-11-02
One Day In July LLC
INCREASED1,1861,166+20+2%$490.4K$420.8K-$69.6K2026-10-30
Morton Capital Management LLC
DECREASED1,1861,194-8-1%$502.2K$420.8K-$81.4K2026-10-23
Factor Wealth Management LTD
DECREASED1,1851,214-29-2%$510.6K$420.5K-$90.2K2026-10-08
Home Federal Bank of Tennessee
UNCHANGED1,1841,18400%$498.0K$420.1K-$77.9K2026-10-15
Members Wealth LLC
INCREASED1,1811,112+69+6%$467.7K$446.2K-$21.5K2026-10-20
RPG Investment Advisory, LLC
DECREASED1,1801,574-394-25%$662.0K$418.7K-$243.3K2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED1,1801,169+11+1%$491.7K$418.7K-$73.0K2026-11-03
Transce3nd, LLC
INCREASED1,179141+1,038+736%$57.5K$455.6K+$398.2K2026-10-26
Columbia Asset Management
DECREASED1,1791,439-260-18%$605.3K$418.3K-$186.9K2026-10-19
Laurel Wealth Advisors LLC
UNCHANGED1,1791,17900%$495.9K$418.3K-$77.6K2026-10-27
Millennium Capital Advisors, LLC
DECREASED1,1781,228-50-4%$516.5K$418.0K-$98.5K2026-10-16
Sage Capital Advisors,llc
UNCHANGED1,1771,17700%$495.0K$417.6K-$77.4K2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED1,1751,17500%$494.0K$416.7K-$77.3K2026-11-03
Sierra Ocean, LLC
DECREASED1,1721,200-28-2%$504.7K$415.8K-$88.9K2026-11-03
Trinity Financial Advisors LLC
DECREASED1,1681,193-25-2%$501.8K$414.5K-$87.2K2026-10-09
Reliant Investment Management, LLC
INCREASED1,1681,145+23+2%$481.6K$414.4K-$67.2K2026-10-14
Legacy Wealth Asset Management, LLC
UNCHANGED1,1661,16600%$490.4K$413.7K-$76.7K2026-10-09
Fiduciary Family Office, LLC
INCREASED1,162765+397+52%$321.9K$412.2K+$90.3K2026-11-04
Jeter Robert S II
DECREASED1,1571,267-110-9%$516.6K$434.1K-$82.5K2026-10-16
Oak Harvest Investment Services
INCREASED1,156887+269+30%$373.1K$410.2K+$37.1K2026-10-20
Merrion Investment Management Co, LLC
UNCHANGED1,1551,15500%$485.8K$409.8K-$76.0K2026-10-16
Prairie Advisory, LLC
INCREASED1,154777+377+49%$326.8K$409.5K+$82.6K2026-10-19
SWS Partners
UNCHANGED1,1511,15100%$484.1K$408.4K-$75.7K2026-10-26
First Nebraska Trust Co
UNCHANGED1,1501,15000%$483.7K$408.0K-$75.7K2026-10-30
Evergreen Advisors, LLC
UNCHANGED1,1501,15000%$483.7K$408.0K-$75.7K2026-10-28
EPG Wealth Management LLC
DECREASED1,1491,210-61-5%$508.9K$407.7K-$101.2K2026-11-03
Burkett Financial Services, LLC
INCREASED1,1431,083+60+6%$455.5K$405.5K-$50.0K2026-10-01
White Pine Investment Co
INCREASED1,142711+431+61%$299.0K$405-$298.6K2026-10-15
Leslie Global Wealth, LLC
INCREASED1,1421,110+32+3%$466.9K$405.2K-$61.7K2026-10-26
Keudell ison Wealth Management
INCREASED1,1411,058+83+8%$445.0K$404.8K-$40.2K2026-10-16
Elevation Wealth Management LLC
DECREASED1,1411,210-69-6%$508.9K$405.0K-$103.9K2026-11-02
Legacy Trust
INCREASED1,139682+457+67%$286.8K$455.4K+$168.5K2026-11-06
NBT Bank, N.A.
UNCHANGED1,1341,13400%$477.0K$402.4K-$74.6K2026-10-21
Wilkerson Advisory Group LLC
DECREASED1,1331,173-40-3%$493.4K$402.0K-$91.4K2026-10-20
GenWealth Group, Inc.
DECREASED1,1311,425-294-21%$599.4K$401.3K-$198.1K2026-10-16
Compass Financial Group, Inc
INCREASED1,1311,121+10+1%$471.5K$401.3K-$70.2K2026-10-13
Southern Financial Group, LLC
INCREASED1,130869+261+30%$365.8K$401.3K+$35.4K2026-10-30
Diversified Management Inc
INCREASED1,128890+238+27%$374.3K$400.2K+$25.9K2026-10-08
Invested Advisors
INCREASED1,1231,100+23+2%$462.7K$398.5K-$64.2K2026-10-23
Geneva Partners, LLC
NEW1,122—+1,122——$398.0K—2026-10-26
American Institute for Advanced Investment Management, LLP
UNCHANGED1,1221,12200%$471.9K$398.1K-$73.8K2026-11-03
Twelve Points Wealth Management LLC
INCREASED1,120521+599+115%$219.0K$447.6K+$228.7K2026-11-03
Altfest L J & Co Inc
INCREASED1,120798+322+40%$335.6K$397.3K+$61.7K2026-10-27
Astra Wealth Partners LLC
INCREASED1,1171,115+2+0%$469.0K$396.3K-$72.6K2026-11-06
Foundry Financial Group, Inc.
INCREASED1,1151,102+13+1%$463.5K$395.6K-$67.9K2026-10-28
Aldebaran Financial Inc.
DECREASED1,1141,124-10-1%$472.8K$395.3K-$77.5K2026-11-06
Capital Investment Counsel, LLC
DECREASED1,1141,124-10-1%$472.8K$395.3K-$77.5K2026-10-14
Stockman Wealth Management, Inc.
UNCHANGED1,1141,11400%$468.5K$395.3K-$73.3K2026-10-27
Defined Wealth Management, LLC
INCREASED1,1121,049+63+6%$441.2K$394.5K-$46.7K2026-10-19
Downshift Financial, LLC
INCREASED1,1121,104+8+1%$464.3K$394.5K-$69.8K2026-10-13
Equita Financial Network, Inc.
DECREASED1,1101,151-41-4%$484.1K$393.8K-$90.3K2026-10-19
Fullerton Advisors, LLC
INCREASED1,1101,103+7+1%$463.9K$393.8K-$70.1K2026-10-14
WMG Financial Advisors, LLC
UNCHANGED1,1061,10600%$465.2K$465.2K$02026-10-28
Stage Harbor Financial, LLC
INCREASED1,1051,004+101+10%$422.3K$392.1K-$30.2K2026-11-03
TFC Financial Management, Inc.
INCREASED1,1051,104+1+0%$464.3K$392.1K-$72.3K2026-10-26
KFA Private Wealth Group, LLC
DECREASED1,1031,127-24-2%$474.1K$391.6K-$82.5K2026-10-07
Financial Advisory Corp
DECREASED1,1021,138-36-3%$478.6K$391.0K-$87.6K2026-10-14
Lauterbach Financial Advisors, LLC
UNCHANGED1,1011,10100%$463.1K$390.7K-$72.4K2026-10-21
Altus Wealth Management, LLC
UNCHANGED1,0951,09500%$460.5K$388.4K-$72.0K2026-10-13
Total Wealth Planning & Management, Inc.
DECREASED1,0931,176-83-7%$494.6K$387.8K-$106.8K2026-10-23
Spectrum Wealth Advisory Group, LLC
DECREASED1,0921,112-20-2%$467.7K$387.5K-$80.3K2026-10-29
Thryve Wealth Management LLC
INCREASED1,090776+314+40%$326.4K$386.7K+$60.4K2026-10-09
Townsend Asset Management Corp
INCREASED1,090987+103+10%$415.1K$386.7K-$28.4K2026-10-29
First National Bank of Mount Dora, Trust Investment Services
INCREASED1,088938+150+16%$394.5K$386.0K-$8.5K2026-10-21
Future Financial Wealth Managment LLC
UNCHANGED1,0881,08800%$347.8K$386.0K+$38.2K2026-10-15
W.H. Cornerstone Investments Inc.
DECREASED1,0841,090-6-1%$458.5K$384.6K-$73.8K2026-11-03
Kingstone Capital Partners Texas, LLC
UNCHANGED1,0811,08100%$454.7K$383.6K-$71.1K2026-11-03
Hartford Financial Management Inc.
UNCHANGED1,0801,08000%$454.2K$383.2K-$71.1K2026-10-21
FF Advisors,LLC
DECREASED1,0761,079-30%$453.8K$381.6K-$72.2K2026-10-21
Shulman DeMeo Asset Management LLC
UNCHANGED1,0741,07400%$451.7K$406.8K-$45.0K2026-10-09
Dorval Corp
INCREASED1,0711,068+3+0%$449.2K$380.0K-$69.2K2026-10-29
Midway Capital Research & Management
NEW1,070—+1,070——$379.6K—2026-10-20
Lee Financial Co
INCREASED1,0701,009+61+6%$424.4K$379.5K-$44.8K2026-10-16
Howard Bailey Securities, LLC
DECREASED1,0661,376-310-23%$578.7K$378.2K-$200.5K2026-10-27
O'Connor Financial Group LLC
INCREASED1,0661,029+37+4%$432.8K$378.2K-$54.6K2026-10-26
Heritage Wealth Management, Inc.
UNCHANGED1,0641,06400%$447.5K$377.5K-$70.0K2026-10-28
Legacy Edge Advisors, LLC
DECREASED1,0631,103-40-4%$463.9K$377.2K-$86.8K2026-11-06
Investment Management Trust, LLC
DECREASED1,0621,092-30-3%$459.3K$376.8K-$82.5K2026-11-05
Define Financial, LLC
INCREASED1,061998+63+6%$419.9K$376.6K-$43.3K2026-10-14
Armor Investment Advisors, LLC
INCREASED1,0581,013+45+4%$426.1K$375.4K-$50.7K2026-10-27
Epiq Partners, LLC
UNCHANGED1,0561,05600%$444.2K$374.7K-$69.5K2026-10-07
Bright Futures Wealth Management, Llc.
DECREASED1,0541,093-39-4%$459.7K$374.0K-$85.7K2026-10-23
West Paces Advisors Inc.
INCREASED1,0531,050+3+0%$441.6K$373.6K-$68.0K2026-10-13
Zeit Capital LLC
DECREASED1,0501,073-23-2%$451.3K$372.6K-$78.8K2026-10-19
ProCore Advisors, LLC
DECREASED1,0491,061-12-1%$446.2K$372.2K-$74.1K2026-10-14
S&A Financial Services, Inc.
DECREASED1,0491,054-50%$443.3K$372.2K-$71.1K2026-11-03
Autumn Glory Partners, LLC
DECREASED1,0441,064-20-2%$447.5K$370.4K-$77.1K2026-10-26
Greatmark Investment Partners, Inc.
INCREASED1,040665+375+56%$279.7K$369.0K+$89.3K2026-10-28
Arcataur Capital Management LLC
UNCHANGED1,0401,04000%$437.4K$369.0K-$68.4K2026-10-21
Financial Solutions Advisory Group, Inc.
INCREASED1,037725+312+43%$294.7K$367.8K+$73.1K2026-10-28
Mraz, Amerine & Associates, Inc.
INCREASED1,0321,027+5+0%$432.0K$366.2K-$65.8K2026-10-30
Monument Capital Management
DECREASED1,0311,211-180-15%$509.3K$365.8K-$143.5K2026-10-09
Wellment Financial
DECREASED1,0291,070-41-4%$450.0K$365.1K-$84.9K2026-10-28
Pflug Koory, LLC
UNCHANGED1,0271,02700%$432.0K$364.4K-$67.6K2026-10-26
USAdvisors Wealth Management, LLC
DECREASED1,0261,099-73-7%$462.0K$364-$461.6K2026-10-21
Taylor Securities Services, Inc.
DECREASED1,0251,027-20%$432.0K$363.7K-$68.3K2026-10-20
Base Wealth Management LLC
INCREASED1,023973+50+5%$409.1K$362.8K-$46.2K2026-10-21
Canandaigua National Bank & Trust Co
DECREASED1,0221,027-50%$432.0K$362.6K-$69.3K2026-10-07
Kings Path Partners LLC
INCREASED1,0211,000+21+2%$420.6K$362.3K-$58.3K2026-10-21
Cardinal Strategic Wealth Guidance
UNCHANGED1,0201,02000%$429.0K$361.9K-$67.1K2026-11-02
Financial Insights, Inc.
DECREASED1,0141,119-105-9%$470.7K$359.8K-$110.9K2026-10-27
Mascagni Wealth Management, Inc.
UNCHANGED1,0091,00900%$424.4K$358.0K-$66.4K2026-10-23
Strategic Advocates LLC
INCREASED1,008921+87+9%$387.4K$357.6K-$29.7K2026-11-03
Commerce Advisors, LLC
INCREASED1,005971+34+4%$408.5K$356.5K-$51.9K2026-10-19
Vestor Capital, LLC
INCREASED1,000456+544+119%$92$201+$1092026-11-04
Carolina Wealth Advisors, LLC
UNCHANGED1,0001,00000%$420.6K$354.8K-$65.8K2026-10-23
Costello Asset Management, Inc
DECREASED9961,003-7-1%$421.9K$353.4K-$68.5K2026-10-30
Conrad Siegel Investment Advisors, Inc.
INCREASED995917+78+9%$385.7K$353.0K-$32.7K2026-10-08
BlueChip Wealth Advisors LLC
INCREASED995920+75+8%$387.0K$353.0K-$33.9K2026-11-03
Perennial Advisors, LLC
UNCHANGED99599500%$418.5K$353.0K-$65.5K2026-10-13
Planned Solutions, Inc.
UNCHANGED99499400%$418.1K$352.7K-$65.4K2026-10-19
Deseret Mutual Benefit Administrators
INCREASED993940+53+6%$395.4K$352.3K-$43.0K2026-11-04
BigSur Wealth Management LLC
UNCHANGED99199100%$416.8K$351.6K-$65.2K2026-10-13
Melfa Wealth Management, Inc.
INCREASED990960+30+3%$403.8K$351.3K-$52.5K2026-11-06
Wealth Enhancement Trust Services, Inc.
DECREASED9861,339-353-26%$563.2K$349.8K-$213.3K2026-10-07
Eagle Capital Management, LLC
UNCHANGED98698600%$415$350-$652026-10-19
tru Independence LLC
INCREASED980954+26+3%$401.3K$347.7K-$53.5K2026-10-20
J.M. Arbour, LLC
INCREASED979777+202+26%$326.8K$347.4K+$20.6K2026-11-05
Stone House Investment Management, LLC
INCREASED974960+14+1%$403.6K$345.4K-$58.2K2026-10-23
DiNuzzo Private Wealth, Inc.
DECREASED973974-10%$409.7K$345.2K-$64.4K2026-10-16
Truefg, LLC
UNCHANGED97297200%$408.8K$344.9K-$63.9K2026-10-15
Great Lakes Retirement, Inc.
INCREASED971919+52+6%$386.4K$344.5K-$41.9K2026-10-26
Bahl & Gaynor LLC
DECREASED968980-12-1%$412.2K$343.5K-$68.7K2026-11-05
Vertrix Wealth Management, LLC
INCREASED965941+24+3%$395.8K$342.4K-$53.4K2026-10-13
Praetorian Wealth Management, Inc.
UNCHANGED96596500%$405.9K$342.4K-$63.5K2026-10-16
Cahaba Wealth Management, Inc.
INCREASED964851+113+13%$357.9K$342.0K-$15.9K2026-10-26
Spectrum Financial Alliance Ltd LLC
NEW963—+963——$341.8K—2026-10-29
Bria Capital Group, LLC
UNCHANGED96396300%$405.0K$341.7K-$63.4K2026-10-22
Baskin Financial Services Inc.
UNCHANGED96296200%$405$341-$642026-10-19
Littlejohn Financial Services, Inc.
INCREASED961675+286+42%$283.9K$341.0K+$57.1K2026-11-06
Ironwood Financial, llc
INCREASED961951+10+1%$375.4K$341.0K-$34.4K2026-10-20
Kooman & Associates
INCREASED960936+24+3%$393.7K$340.6K-$53.1K2026-10-21
Mosley Wealth Management
DECREASED957959-20%$403.4K$346.9K-$56.5K2026-10-16
Lexington Hill Partners, LLC
NEW956—+956——$339.2K—2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED95595500%$401.7K$338.8K-$62.8K2026-10-15
Certior Financial Group, LLC
DECREASED9541,115-161-14%$469.2K$338.7K-$130.5K2026-10-19
Arbor Wealth Management Llc\az
DECREASED9531,126-173-15%$473.6K$338.1K-$135.5K2026-10-20
Cobblestone Asset Management LLC
UNCHANGED95195100%$400.0K$337.4K-$62.6K2026-10-13
David J Yvars Group
DECREASED9481,138-190-17%$478.6K$336.4K-$142.3K2026-10-09
Bonfire Financial
INCREASED948945+3+0%$397.5K$336.4K-$61.2K2026-11-06
Spectrum Asset Management, Inc. (NB )
DECREASED9471,740-793-46%$732.0K$336.1K-$395.9K2026-10-19
Columbia Advisory Partners LLC
INCREASED945784+161+21%$329.8K$335.2K+$5.5K2026-10-15
WealthCare Investment Partners, LLC
UNCHANGED94594500%$397.5K$335.3K-$62.2K2026-11-05
Professional Financial Advisors, LLC
DECREASED942944-20%$397.0K$334.2K-$62.8K2026-10-13
Mengis Capital Management, Inc.
UNCHANGED94294200%$396.2K$334.2K-$62.0K2026-10-13
Mission Financial Group, LLC
DECREASED9391,045-106-10%$439.7K$333.3K-$106.4K2026-10-21
Waller Financial Planning Group, Inc
INCREASED939934+5+1%$392.8K$333.2K-$59.7K2026-10-07
James T. Borello RIA
INCREASED938906+32+4%$381.1K$332.8K-$48.3K2026-10-16
BancFirst Trust & Investment Management
DECREASED9341,357-423-31%$558.9K$329.6K-$229.3K2026-10-30
Code Waechter LLC
DECREASED932946-14-1%$397.9K$330.8K-$67.1K2026-10-23
John G Ullman & Associates Inc
NEW927—+927——$328.9K—2026-11-04
RMG Wealth Management LLC
UNCHANGED92692600%$303.3K$350.0K+$46.7K2026-10-26
Kingdom Financial Group Llc.
INCREASED925895+30+3%$376.4K$328.2K-$48.2K2026-11-04
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED92592500%$388.9K$328.0K-$60.8K2026-10-13
FinDec Wealth Services, Inc.
UNCHANGED92492400%$388.6K$327.8K-$60.8K2026-10-30
Daviman Financial, LLC
DECREASED9221,162-240-21%$488.7K$327.2K-$161.5K2026-11-06
Brickley Wealth Management
INCREASED921757+164+22%$318.4K$326.8K+$8.4K2026-11-04
CKW Financial Group
INCREASED918883+35+4%$376$325-$512026-10-29
Burns Matteson Capital Management, LLC
DECREASED917922-5-1%$387.8K$325.4K-$62.4K2026-10-16
Fidato Wealth LLC
NEW913—+913——$323.9K—2026-10-13
Kelly Financial Group LLC
UNCHANGED91291200%$381.0K$323.0K-$58.0K2026-10-16
Birch Financial Group, LLC
INCREASED911871+40+5%$366.2K$323.4K-$42.8K2026-10-27
PTM Wealth Management, LLC
UNCHANGED91191100%$285.2K$346.8K+$61.6K2026-10-23
Legacy Wealth Management, LLC / MS
DECREASED9102,954-2,044-69%$1.2M$322.9K-$919.6K2026-10-30
Banta Asset Management LP
UNCHANGED90990900%$382.3K$322.5K-$59.8K2026-11-02
Buckhead Capital Management LLC
DECREASED908938-30-3%$394.5K$322.2K-$72.4K2026-11-03
Greystone Financial Group, LLC
INCREASED908902+6+1%$379.4K$322.2K-$57.2K2026-10-26
Shira Ridge Wealth Management
DECREASED907926-19-2%$389.5K$321.8K-$67.7K2026-10-09
Omnitrust Wealth Management, Inc
NEW906—+906——$321.5K—2026-11-02
Archvest Wealth Advisors, Inc.
INCREASED905709+196+28%$298.2K$321.1K+$22.9K2026-10-29
Mattern Wealth Management LLC
DECREASED902919-17-2%$386.5K$320.0K-$66.5K2026-11-04
North Capital, Inc.
DECREASED900911-11-1%$383.2K$337.7K-$45.5K2026-10-16
Roberts Financial Services LLC
UNCHANGED90090000%$378.5K$319.3K-$59.2K2026-10-23
Montis Financial, LLC
INCREASED897700+197+28%$294.4K$318.3K+$23.8K2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED897882+15+2%$371.0K$318.3K-$52.7K2026-10-29
Sound Financial Strategies Group, LLC
DECREASED897903-6-1%$379.8K$318.3K-$61.5K2026-10-30
Gould Asset Management LLC
INCREASED892873+19+2%$367.2K$316.5K-$50.7K2026-11-06
Alliance Wealth Advisors, LLC
UNCHANGED89089000%$374.3K$315.8K-$58.6K2026-10-14
Davidson Investment Advisors
UNCHANGED89089000%$374.3K$315.8K-$58.6K2026-10-20
Sculati Wealth Management, LLC
UNCHANGED88988900%$338.6K$336.1K-$2.5K2026-10-19
Alternative Investment Advisors, Llc.
INCREASED885796+89+11%$334.9K$314.1K-$20.8K2026-11-03
Dedeker Financial LLC
INCREASED885878+7+1%$369.3K$314.0K-$55.3K2026-10-23
Sentry LLC
UNCHANGED88588500%$372.2K$314.0K-$58.2K2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
NEW882—+882——$329.6K—2026-10-21
Oasis Advisors, LLC
NEW881—+881——$312.7K—2026-10-16
Lane Brothers & Co Inc
DECREASED8811,305-424-32%$548.9K$312.6K-$236.3K2026-11-02
Stonehearth Capital Management, LLC
UNCHANGED88188100%$370.5K$312.6K-$58.0K2026-10-13
Kingsman Wealth Management, Inc.
INCREASED878667+211+32%$280.5K$311.5K+$31.0K2026-10-13
Capital Square, LLC
DECREASED876905-29-3%$369.0K$310.8K-$58.2K2026-10-19
MKT Advisors LLC
DECREASED876883-7-1%$355.8K$328.5K-$27.3K2026-10-20
Mcdonald Partners LLC
INCREASED874736+138+19%$309.6K$310.1K+$5422026-11-03
Altus Wealth Group LLC
DECREASED8741,010-136-13%$424.8K$310.1K-$114.7K2026-10-20
Hill Island Financial LLC
DECREASED873890-17-2%$374.3K$309.7K-$64.6K2026-10-20
Reap Financial Group, LLC
DECREASED873884-11-1%$371.8K$309.6K-$62.2K2026-11-02
Next Level Private LLC
INCREASED872818+54+7%$344.1K$309.4K-$34.7K2026-10-20
Global View Capital Management LLC
INCREASED872833+39+5%$350.4K$309.4K-$41.0K2026-10-28
Plante Moran Financial Advisors, LLC
INCREASED871754+117+16%$317.2K$309.1K-$8.1K2026-11-04
LiftPoint Family Wealth Advisors LLC
INCREASED871866+5+1%$364.2K$309.0K-$55.2K2026-11-03
Washington Trust Co
INCREASED870510+360+71%$214.5K$308.7K+$94.2K2026-10-22
Axim Planning & Wealth
DECREASED8671,322-455-34%$556.0K$307.6K-$248.4K2026-10-28
Mallini Complete Financial Planning LLC
INCREASED865732+133+18%$307.9K$306.9K-$9442026-10-06
25 LLC
DECREASED865956-91-10%$402.1K$306.9K-$95.2K2026-10-13
Kanawha Capital Management LLC
UNCHANGED86386300%$363.0K$306.2K-$56.8K2026-10-19
Live Oak Private Wealth LLC
INCREASED861754+107+14%$317.1K$305.5K-$11.6K2026-11-02
Plan A Wealth LLC
DECREASED8601,046-186-18%$440.1K$305.1K-$134.9K2026-10-08
HT Partners LLC
UNCHANGED86086000%$361.7K$305.1K-$56.6K2026-10-20
Financial Concepts Unlimited, Inc.
DECREASED8591,820-961-53%$765.5K$304.8K-$460.7K2026-11-06
AAF Wealth Management, LLC
NEW858—+858——$304.4K—2026-10-28
MBE Wealth Management, LLC
INCREASED854852+2+0%$358.4K$303.1K-$55.3K2026-10-26
Voisard Asset Management Group, Inc.
INCREASED853646+207+32%$271.9K$302.8K+$30.9K2026-10-13
Little House Capital LLC
INCREASED846536+310+58%$225.4K$300.1K+$74.7K2026-11-06
Primoris Wealth Advisors, LLC
DECREASED844939-95-10%$394.9K$299.5K-$95.5K2026-10-28
FWG Investments, Llc.
DECREASED8431,094-251-23%$460.3K$299.2K-$161.1K2026-11-03
Hartmann Taylor Wealth Management, LLC
INCREASED841800+41+5%$297.4K$298.4K+$9952026-10-14
Shelter Rock Management, LLC
UNCHANGED84184100%$353.6K$312.4K-$41.2K2026-10-09
Independence Bank of Kentucky
UNCHANGED83983900%$352.9K$297.7K-$55.2K2026-10-26
LVZ, Inc.
INCREASED838778+60+8%$327.4K$297.5K-$29.9K2026-10-20
Family Investment Center, Inc.
INCREASED838800+38+5%$336.5K$297.3K-$39.1K2026-10-19
DWR Wealth Management, LLC
INCREASED834756+78+10%$311.4K$294.3K-$17.1K2026-10-13
True Wealth Design, LLC
INCREASED833712+121+17%$299.5K$295.6K-$3.9K2026-10-13
Hunter Associates Investment Management LLC
UNCHANGED83383300%$350.0K$296-$349.7K2026-10-26
Town Capital LLC
DECREASED831866-35-4%$364.2K$294.8K-$69.4K2026-11-03
Wealth Advisory Solutions, LLC
DECREASED8301,027-197-19%$432.0K$294.5K-$137.5K2026-10-20
Mach-1 Financial Group, LLC
INCREASED830641+189+29%$269.6K$294.5K+$24.9K2026-11-06
Columbia Bank
INCREASED830757+73+10%$318.4K$294.5K-$23.9K2026-10-29
Pinnacle Bancorp, Inc.
INCREASED829749+80+11%$315.0K$294.1K-$20.9K2026-10-21
ARK & TLK Investments, LLC
DECREASED828858-30-3%$360.9K$293.8K-$67.1K2026-10-20
marrick wealth, LLC
INCREASED828824+4+0%$346.6K$293.8K-$52.8K2026-10-20
Bluedoor Private Wealth, LLC
INCREASED827804+23+3%$338.2K$293.4K-$44.7K2026-11-05
Retirement Guys Formula LLC
INCREASED827812+15+2%$341.5K$293.4K-$48.1K2026-10-26
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED82782700%$347.8K$293.4K-$54.4K2026-10-16
Triune Financial Partners, LLC
INCREASED825808+17+2%$339.9K$292.8K-$47.1K2026-11-03
5th Street Advisors, LLC
UNCHANGED82582500%$347.0K$292.7K-$54.3K2026-11-04
Granite Investment Partners, LLC
UNCHANGED82482400%$346.6K$292.4K-$54.2K2026-11-04
Legacies Wealth LLC
INCREASED819570+249+44%$239.7K$290.6K+$50.8K2026-11-02
Wealth Forward, LLC
INCREASED818746+72+10%$313.8K$290.2K-$23.5K2026-10-14
Wealth Management Nebraska
INCREASED817748+69+9%$314.6K$289.9K-$24.7K2026-10-26
Churchill Financial Advisors, LLC
UNCHANGED81681600%$343.2K$289.5K-$53.7K2026-10-20
Treasure Coast Financial Planning
UNCHANGED81381300%$341.9K$288.5K-$53.5K2026-11-03
Endowment Wealth Management, Inc.
INCREASED810798+12+2%$335.6K$287.4K-$48.2K2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
INCREASED810804+6+1%$338.2K$287.4K-$50.8K2026-10-08
Boyd Watterson Asset Management LLC
DECREASED8092,695-1,886-70%$1.1M$287.0K-$846.5K2026-11-06
GHP Investment Advisors, Inc.
DECREASED809918-109-12%$386.0K$287.0K-$99.1K2026-10-15
Cherry Creek Investment Advisors, Inc.
UNCHANGED80880800%$340.0K$286.8K-$53.2K2026-10-14
Allied Investment Advisors, LLC
INCREASED807644+163+25%$270.9K$286.3K+$15.5K2026-10-13
Bullseye Investment Management, LLC
INCREASED804798+6+1%$335.6K$285.3K-$50.4K2026-10-29
Scissortail Wealth Management, LLC
NEW803—+803——$284.9K—2026-11-03
Davidson Trust Co
NEW800—+800——$283.8K—2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED798869-71-8%$365.5K$283.1K-$82.4K2026-10-26
Walleye Partners, LLC
DECREASED798815-17-2%$342.8K$283.1K-$59.7K2026-10-13
Asset Allocation Strategies LLC
INCREASED796776+20+3%$326.4K$282.4K-$44.0K2026-10-20
Seamount Financial Group Inc
INCREASED794719+75+10%$302.4K$281.7K-$20.7K2026-10-21
Armbruster Capital Management, Inc.
DECREASED794799-5-1%$336.1K$281.7K-$54.3K2026-10-19
Squire Investment Management Company, LLC
NEW793—+793——$281.4K—2026-11-03
Greater Midwest Financial Group, LLC
INCREASED789626+163+26%$263.3K$280.0K+$16.6K2026-10-13
Hughes Financial Services, LLC
INCREASED788621+167+27%$261.2K$317.8K+$56.6K2026-10-30
Decision Investments, Inc
DECREASED788803-15-2%$337.7K$279.6K-$58.2K2026-10-07
Wagner Wealth Management, Corp
DECREASED787940-153-16%$395.4K$279.2K-$116.1K2026-10-20
Cypress Financial Planning LLC
INCREASED785767+18+2%$322.6K$278.5K-$44.1K2026-10-09
Weybosset Research & Management LLC
UNCHANGED78578500%$330.2K$278.5K-$51.6K2026-10-19
Fairman Group, LLC
INCREASED784776+8+1%$326.3K$278.1K-$48.2K2026-10-26
Harmony Asset Management LLC
UNCHANGED78478400%$329.8K$278.2K-$51.6K2026-10-20
Patton Albertson Miller Group, LLC
DECREASED7831,097-314-29%$461.5K$277.9K-$183.6K2026-10-26
Elser Financial Planning, Inc
DECREASED782784-20%$329.8K$277.5K-$52.3K2026-10-16
Guardian Capital, LLC
DECREASED781891-110-12%$374.8K$277.1K-$97.6K2026-11-06
Appleton Partners Inc
DECREASED781804-23-3%$338.0K$277-$337.7K2026-10-30
Cpwa, LLC
INCREASED780758+22+3%$318.8K$294.9K-$24.0K2026-11-04
Welch Financial Planning, LLC
NEW775—+775——$275.0K—2026-11-06
Innovative Wealth Building LLC
INCREASED774764+10+1%$321.3K$274.6K-$46.7K2026-10-14
Marathon Capital Management
INCREASED774767+7+1%$322.6K$274.6K-$48.0K2026-10-23
Legacy Financial Group, Inc.
UNCHANGED77077000%$323.9K$273.2K-$50.7K2026-10-21
PVG Asset Management Corp
NEW769—+769——$272.8K—2026-10-19
Ferguson Shapiro LLC
UNCHANGED76876800%$323.0K$272.5K-$50.5K2026-10-16
Davis Investment Partners, LLC
INCREASED767719+48+7%$302.4K$272.1K-$30.3K2026-11-05
GR Financial Group, LLC
DECREASED7631,202-439-37%$505.8K$270.8K-$234.9K2026-10-27
Warburton Capital Management, LLC
DECREASED763813-50-6%$341.0K$304.1K-$36.9K2026-11-06
Oakmont Investment Advisors, Inc.
INCREASED763715+48+7%$300.7K$270.7K-$30.0K2026-10-21
Pathway Financial Advisers, LLC
DECREASED761776-15-2%$326.3K$270.0K-$56.3K2026-10-27
OFS Enterprise LLC
DECREASED761766-5-1%$322.2K$270.0K-$52.2K2026-10-16
Kitching Partners, LLC
UNCHANGED76076000%$319.7K$269.7K-$50.0K2026-11-02
BankPlus Wealth Management LLC
DECREASED758935-177-19%$393.3K$269.0K-$124.2K2026-10-13
Clearstead Trust, LLC
DECREASED758935-177-19%$393.3K$268.9K-$124.3K2026-11-06
Enclave Advisors LLC
DECREASED758851-93-11%$357.8K$268.8K-$89.0K2026-10-14
Walker Financial Services, Inc.
INCREASED757755+2+0%$317.6K$268.6K-$49.0K2026-10-26
Valued Retirements, Inc.
DECREASED756790-34-4%$332.3K$268.2K-$64.0K2026-11-06
Matisse Capital
INCREASED756741+15+2%$311.7K$268.2K-$43.4K2026-10-29
Cornerstone Management, Inc.
UNCHANGED75375300%$316.7K$267.2K-$49.5K2026-10-16
Wealth Group, Ltd.
DECREASED7522,241-1,489-66%$943.0K$267-$942.7K2026-10-30
Momentous Wealth Management, Inc.
INCREASED752712+40+6%$299.5K$266.8K-$32.7K2026-10-21
Two West Capital Advisors LLC
INCREASED752750+2+0%$277.2K$265.3K-$11.8K2026-10-15
Eubel Brady & Suttman Asset Management Inc
INCREASED751726+25+3%$305.0K$266-$304.7K2026-11-04
Lakeside Advisors, Inc.
DECREASED750770-20-3%$323.9K$266.1K-$57.8K2026-10-20
Cohen Investment Advisors LLC
UNCHANGED74974900%$315.0K$265.8K-$49.3K2026-10-20
Dala Group, LLC
INCREASED747680+67+10%$286.0K$265.0K-$21.0K2026-10-29
Armstrong Advisory Group, Inc
DECREASED746913-167-18%$384.0K$264.7K-$119.3K2026-10-09
Integrity Investment Advisors, LLC
NEW741—+741——$263.1K—2026-11-03
Southern Michigan Bank & Trust
INCREASED740500+240+48%$210.3K$262.6K+$52.3K2026-10-19
Guinness Atkinson Asset Management Inc
UNCHANGED74074000%$311.2K$262.6K-$48.7K2026-11-05
South Shore Capital Advisors
DECREASED739784-45-6%$329.8K$262.2K-$67.5K2026-10-20
Weinberger Asset Management, Inc
DECREASED736766-30-4%$238.4K$261.1K+$22.8K2026-10-28
Puff Wealth Management, LLC
DECREASED734756-22-3%$318.0K$260.4K-$57.5K2026-10-07
Provident Wealth Management, LLC
NEW733—+733——$260.1K—2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
INCREASED733731+2+0%$307.4K$260.1K-$47.4K2026-10-28
Robbins Farley
UNCHANGED73373300%$308.3K$260.1K-$48.2K2026-10-21
Dumont & Blake Investment Advisors LLC
INCREASED732682+50+7%$286.8K$259.7K-$27.1K2026-10-28
Presilium Private Wealth, LLC
NEW731—+731——$259.3K—2026-10-26
IMG Wealth Management, Inc.
INCREASED731584+147+25%$245.6K$259.4K+$13.7K2026-10-27
Joseph Group Capital Management
DECREASED731810-79-10%$340.7K$259.4K-$81.3K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED72972900%$306.8K$258.8K-$48.0K2026-10-21
Gill Capital Partners, LLC
UNCHANGED72972900%$306.5K$258.5K-$47.9K2026-10-13
Poinciana Advisors Group, LLC
UNCHANGED72872800%$306.2K$258.3K-$47.9K2026-11-06
Polaris Financial Partners
NEW726—+726——$255—2026-10-02
Kirr Marbach & Co LLC
NEW725—+725——$257.4K—2026-10-20
Cedar Point Capital Partners, LLC
INCREASED725724+1+0%$304.5K$257.2K-$47.3K2026-10-29
Mill Capital Management, LLC
UNCHANGED72572500%$304.9K$257.2K-$47.7K2026-10-26
Decker Wealth Management LLC
INCREASED723195+528+271%$82.0K$256.5K+$174.5K2026-10-09
Arlington Financial Advisors, LLC
DECREASED722730-8-1%$307.0K$256.2K-$50.9K2026-10-19
Providence Financial Advisors, LLC
DECREASED720723-30%$304.1K$255.5K-$48.6K2026-11-06
Solano Wealth Investment Advisors LLC
INCREASED719620+99+16%$260.8K$255.1K-$5.7K2026-11-06
Towne Trust Company, N.a
INCREASED717625+92+15%$262.9K$254.4K-$8.5K2026-10-28
KOM Wealth Management Group, LLC
UNCHANGED71771700%$301.6K$254.4K-$47.2K2026-10-15
Aerodigm Wealth, LLC
DECREASED7164,777-4,061-85%$2.0M$254.1K-$1.8M2026-10-16
Argyle Capital Partners, LLC
DECREASED716745-29-4%$313.5K$254.2K-$59.3K2026-10-23
Williams & Novak Wealth Management, LLC
INCREASED715656+59+9%$275.9K$253.7K-$22.2K2026-10-09
Palisade Asset Management, LLC
DECREASED715729-14-2%$306.6K$253.7K-$52.9K2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED71471400%$300.3K$253.3K-$47.0K2026-10-30
Bauman Advisory Group, LLC
INCREASED713668+45+7%$281.0K$253.0K-$28.0K2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED712717-5-1%$301.6K$252.6K-$48.9K2026-10-13
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED710783-73-9%$329.3K$251.9K-$77.4K2026-10-14
Seros Financial, LLC
DECREASED7091,788-1,079-60%$752.0K$251.6K-$500.5K2026-10-21
Edge Wealth Management LLC
DECREASED709734-25-3%$308.7K$250.3K-$58.4K2026-10-13
Moneywise, Inc.
DECREASED708779-71-9%$327.6K$251.2K-$76.4K2026-10-30
Level Wealth Management LLC
INCREASED705663+42+6%$278.9K$250.1K-$28.7K2026-10-23
Liberty Capital Management, Inc.
DECREASED705723-18-2%$304.1K$250.1K-$54.0K2026-11-02
Detalus Advisors, LLC
INCREASED703692+11+2%$291.1K$249.4K-$41.6K2026-10-15
McAlister, Sweet & Associates, Inc.
NEW700—+700——$248.4K—2026-10-07
Strategic Advisory Partners, LLC
INCREASED696552+144+26%$232.2K$246.9K+$14.8K2026-11-06
Redwood Family Wealth LLC
INCREASED692605+87+14%$254.5K$245.5K-$8.9K2026-10-20
Heartwood Wealth Advisors LLC
INCREASED692688+4+1%$289.4K$245.5K-$43.8K2026-10-05
Citrine Capital LLC
INCREASED691643+48+7%$270.4K$245.2K-$25.3K2026-10-14
TCP Asset Management, LLC
DECREASED689767-78-10%$322.6K$255.4K-$67.2K2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED689677+12+2%$284.7K$244.5K-$40.3K2026-10-14
Old Port Advisors
INCREASED689678+11+2%$285.3K$244.6K-$40.7K2026-10-23
Legacy Solutions, LLC
DECREASED689699-10-1%$294.0K$244.5K-$49.5K2026-10-07
Capital Planning LLC
NEW688—+688——$244.2K—2026-10-09
Sterling Financial Planning, Inc.
UNCHANGED68768700%$289.0K$243.8K-$45.2K2026-10-28
Granville Capital, Inc.
INCREASED686483+203+42%$203.2K$243.4K+$40.3K2026-11-05
Guidance Capital, Inc
DECREASED6851,462-777-53%$571.9K$276.8K-$295.1K2026-11-03
Bdfs Capital LLC
INCREASED685589+96+16%$247.8K$243.0K-$4.7K2026-10-14
Meadow Creek Wealth Advisors LLC
DECREASED6841,151-467-41%$484.1K$242.7K-$241.4K2026-11-02
GW Henssler & Associates LTD
DECREASED681689-8-1%$289.8K$241.6K-$48.2K2026-10-26
Jmac Enterprises LLC
UNCHANGED67867800%$285.2K$240.6K-$44.6K2026-10-30
Mlp3, LLC
NEW677—+677——$240.2K—2026-10-22
Rede Wealth, LLC
DECREASED677785-108-14%$330.2K$240.2K-$90.0K2026-10-22
Tradewinds Capital Management, LLC
DECREASED677690-13-2%$290.2K$240.2K-$50.0K2026-10-23
KW Wealth Management LLC
NEW676—+676——$239.9K—2026-10-28
CGC Financial Services, LLC
UNCHANGED67567500%$283.9K$239.5K-$44.4K2026-10-13
Nordwand Advisors, LLC
INCREASED674610+64+10%$256.6K$239.1K-$17.4K2026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED674646+28+4%$271.7K$239.0K-$32.7K2026-10-22
Dominguez Wealth Management Solutions, Inc.
UNCHANGED67467400%$283.5K$239.1K-$44.3K2026-10-07
Team Financial Group, LLC
NEW671—+671——$238.1K—2026-10-30
Aspen Wealth Management LLC
INCREASED671605+66+11%$254.5K$238.1K-$16.4K2026-10-14
HMV Wealth Advisors, LLC
UNCHANGED67167100%$282.2K$238.1K-$44.1K2026-10-27
Point Windward Advisors Inc.
UNCHANGED67067000%$281.8K$237.7K-$44.1K2026-11-06
Pettinga Financial Advisors LLC
UNCHANGED67067000%$281.8K$237.7K-$44.1K2026-10-13
R2 Capital Strategies, LLC
UNCHANGED66966900%$281.4K$237.4K-$44.0K2026-10-15
Integrated Wealth Management
DECREASED668669-10%$281.4K$237.0K-$44.4K2026-10-19
Loudon Investment Management, LLC
UNCHANGED66566500%$279.7K$235.9K-$43.8K2026-11-06
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED663610+53+9%$256.6K$235.2K-$21.3K2026-11-03
TopTier Wealth Management, LLC
DECREASED662688-26-4%$289.4K$234.9K-$54.5K2026-10-16
Rodgers & Associates, LTD
INCREASED662648+14+2%$272.5K$234.9K-$37.7K2026-10-20
Sharkey, Howes & Javer
UNCHANGED66266200%$278.4K$234.9K-$43.6K2026-10-22
Arlington Capital Management Inc
NEW660—+660——$234.3K—2026-10-30
Towercrest Capital Management
INCREASED660571+89+16%$240.2K$234.2K-$6.0K2026-10-23
Vaughan David Investments LLC
DECREASED660735-75-10%$309.0K$234-$308.8K2026-11-05
Farnam Financial LLC
UNCHANGED66066000%$277.6K$234.1K-$43.5K2026-10-21
Cumberland Advisors Inc
UNCHANGED66066000%$277.6K$234.2K-$43.4K2026-10-30
Taylor Financial Group, Inc.
UNCHANGED66066000%$277.6K$234.2K-$43.4K2026-11-02
Tectonic Advisors LLC
INCREASED659636+23+4%$267.5K$233.8K-$33.7K2026-10-22
Innova Wealth Partners
INCREASED655565+90+16%$237.6K$232.4K-$5.2K2026-10-21
Shakespeare Wealth Management, LLC
DECREASED655661-6-1%$278.0K$232.4K-$45.6K2026-10-28
Marble Harbor Investment Counsel, LLC
UNCHANGED65565500%$275.5K$232.4K-$43.1K2026-11-06
Heritage Investors Management Corp
DECREASED654669-15-2%$281.0K$232-$280.8K2026-10-29
Academy Capital Management
INCREASED649631+18+3%$265.4K$230.3K-$35.1K2026-11-05
Catalyst Private Wealth, LLC
NEW647—+647——$229.6K—2026-10-13
Bullock Wealth Management Group
DECREASED647665-18-3%$282.8K$229.1K-$53.7K2026-10-09
Roof Eidam Maycock Peralta, LLC
INCREASED647645+2+0%$271.3K$229.6K-$41.7K2026-10-15
Natural Investments, LLC
DECREASED646817-171-21%$343.0K$229.2K-$113.8K2026-11-06
Lifestyle Asset Management, Inc.
DECREASED645707-62-9%$297.2K$228.7K-$68.5K2026-10-20
Teza Capital Management LLC
DECREASED644753-109-14%$316.7K$228.5K-$88.2K2026-10-23
Caldwell Trust Co
DECREASED642864-222-26%$363.4K$227.8K-$135.6K2026-10-30
Blossom Wealth Management
UNCHANGED64264200%$270.0K$227.8K-$42.2K2026-11-03
Evolution Wealth Management Inc.
INCREASED641630+11+2%$265.0K$227.4K-$37.5K2026-10-28
Schwallier Wealth Management LLC
DECREASED640647-7-1%$272.1K$227.1K-$45.1K2026-11-05
Level Financial Advisors
DECREASED640642-20%$270.0K$227.1K-$42.9K2026-10-13
Putney Financial Group LLC
UNCHANGED64064000%$269.2K$227.1K-$42.1K2026-10-30
Cottage Street Advisors LLC
INCREASED639634+5+1%$268.1K$226.7K-$41.3K2026-10-19
DWM Financial Group, Inc.
NEW638—+638——$226.4K—2026-10-28
Lakeshore Financial Planning, Inc.
INCREASED638626+12+2%$263.3K$226.4K-$36.9K2026-10-13
Ddfg, Inc
INCREASED638634+4+1%$266.8K$226.4K-$40.3K2026-10-15
Capital Advantage, Inc.
UNCHANGED63863800%$268.3K$226.4K-$42.0K2026-10-14
Barrett & Company, Inc.
DECREASED637640-30%$269.2K$226.0K-$43.2K2026-10-22
Legacy Financial Independent Advisors LLC
UNCHANGED63563500%$267.1K$225.3K-$41.8K2026-11-02
Equity Wealth Partners, LLC
DECREASED634650-16-2%$273.4K$225.0K-$48.4K2026-10-26
Cathy Pareto & Associates, Inc
UNCHANGED63463400%$266.7K$225.0K-$41.7K2026-10-15
Alterna Wealth Management, Inc
DECREASED633815-182-22%$342.8K$224.6K-$118.2K2026-10-27
Ackerman Capital Advisors, LLC
UNCHANGED63163100%$265.4K$223.9K-$41.5K2026-10-30
Alliance Wealth Management Group
INCREASED630541+89+16%$227.5K$223.5K-$4.0K2026-10-29
Investment Advisory Services Inc
INCREASED630576+54+9%$242.3K$223.6K-$18.7K2026-10-27
Hendershot Investments Inc.
UNCHANGED63063000%$265.0K$223.5K-$41.4K2026-11-05
TTP Investments, Inc.
NEW629—+629——$223.0K—2026-10-30
Exchange Bank
DECREASED629636-7-1%$267.5K$223.2K-$44.3K2026-10-07
Foronjy Financial LLC
INCREASED627521+106+20%$219.1K$222.5K+$3.3K2026-10-14
Tarbox Family Office, Inc.
NEW626—+626——$222.1K—2026-10-23
Catalyst Capital Advisors LLC
DECREASED624978-354-36%$411.3K$221.4K-$189.9K2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED624704-80-11%$296.1K$221.4K-$74.7K2026-10-13
Pacifica Partners Inc.
UNCHANGED62462400%$245.1K$221.0K-$24.2K2026-10-09
Retirement Financial Solutions, LLC
INCREASED622582+40+7%$244.8K$220.7K-$24.1K2026-10-20
William John Sempolinski
UNCHANGED62062000%$260.8K$220.0K-$40.8K2026-10-20
Montgomery Investment Management Inc
UNCHANGED62062000%$260.8K$220.0K-$40.8K2026-10-26
Nova R Wealth, Inc.
DECREASED619659-40-6%$277.2K$219.6K-$57.5K2026-10-26
Entruity Wealth, LLC
INCREASED617603+14+2%$253.7K$218.9K-$34.8K2026-11-06
Wealth Science Advisors LLC
DECREASED617627-10-2%$263.7K$218.9K-$44.8K2026-10-09
First Bancorp, Inc
DECREASED615649-34-5%$273.0K$218.2K-$54.8K2026-10-26
Mann Financial Group, Inc.
UNCHANGED61561500%$258.7K$218.2K-$40.5K2026-10-15
Mullaney, Keating & Wright, Inc.
INCREASED614599+15+3%$251.9K$217.9K-$34.1K2026-10-19
Macroview Investment Management LLC
INCREASED612539+73+14%$226.7K$217.1K-$9.6K2026-10-26
MFA Wealth Services
INCREASED612581+31+5%$244.4K$217.1K-$27.2K2026-10-14
Anson Capital, Inc.
INCREASED611563+48+9%$236.8K$216.8K-$20.0K2026-10-23
Boyd Wealth Management, LLC
NEW610—+610——$216.4K—2026-10-20
Accretive Wealth Partners, LLC
DECREASED610618-8-1%$259.9K$216.4K-$43.5K2026-11-06
Commons Capital, LLC
INCREASED609581+28+5%$244.4K$216.1K-$28.2K2026-11-05
Solstein Capital, LLC
DECREASED609613-4-1%$257.8K$216.1K-$41.7K2026-11-02
Refined Wealth Management
INCREASED609606+3+1%$254.9K$216.1K-$38.8K2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED608500+108+22%$210.3K$215.7K+$5.4K2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED60860800%$255.7K$215.7K-$40.0K2026-10-15
Harbor Group, Inc.
INCREASED606576+30+5%$242.3K$215.0K-$27.3K2026-10-14
Gilman Hill Asset Management, LLC
NEW605—+605——$214.7K—2026-10-13
Summit Financial Consulting LLC
DECREASED603657-54-8%$276.4K$214.0K-$62.4K2026-10-15
Life Planning Partners, Inc
DECREASED602658-56-9%$276.8K$213.6K-$63.2K2026-10-28
Arkansas Financial Group, Inc.
UNCHANGED60260200%$253.0K$213.4K-$39.6K2026-10-26
Woodstock Corp
UNCHANGED60060000%$252.4K$212.9K-$39.5K2026-10-13
CJM Wealth Advisers, Ltd.
DECREASED599628-29-5%$264.3K$212.7K-$51.6K2026-10-27
Arbor Investment Advisors, LLC
DECREASED599602-30%$253.2K$212.5K-$40.7K2026-10-26
Rockport Wealth LLC
DECREASED597925-328-35%$389.1K$211.8K-$177.2K2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED597324+273+84%$136.7K$212.2K+$75.5K2026-10-16
United Financial Planning Group LLC
INCREASED597577+20+3%$242.7K$211.8K-$30.9K2026-11-04
Financial Network Wealth Advisors LLC
DECREASED596633-37-6%$266.2K$211.5K-$54.8K2026-10-28
Vaquero Private Wealth, LTD
DECREASED596616-20-3%$259.1K$211.5K-$47.6K2026-10-27
Diversified Portfolios, Inc.
INCREASED595589+6+1%$247.7K$211.1K-$36.6K2026-11-04
Financial & Tax Architects, LLC
DECREASED594712-118-17%$299.5K$210.8K-$88.7K2026-10-15
Douglas Lane & Associates, LLC
DECREASED593975-382-39%$410.1K$210.4K-$199.7K2026-10-09
Guardian Partners Inc.
INCREASED593543+50+9%$228.4K$210.4K-$18.0K2026-10-21
Washington Trust Bank
DECREASED593594-10%$249.8K$210.4K-$39.4K2026-11-03
Kure Advisory, LLC
DECREASED592614-22-4%$258.2K$210.0K-$48.2K2026-10-08
IFS Advisors, LLC
INCREASED590542+48+9%$228.0K$209.3K-$18.6K2026-10-14
Independence Financial Advisors, LLC
UNCHANGED59059000%$248.2K$209.3K-$38.8K2026-10-08
Bank of New Hampshire
DECREASED588606-18-3%$254.9K$208.6K-$46.3K2026-10-06
Q3 Asset Management
UNCHANGED58758700%$246.0K$208-$245.8K2026-11-06
Southern Capital Advisors, LLC
UNCHANGED58658600%$246.6K$208.0K-$38.6K2026-10-26
Diesslin Group, Inc.
UNCHANGED58558500%$246.1K$207.6K-$38.5K2026-10-14
LEE Danner & Bass Inc
UNCHANGED58458400%$245.6K$207.2K-$38.4K2026-10-27
Scratch Capital LLC
INCREASED583576+7+1%$242.3K$206.9K-$35.4K2026-11-02
Sincerus Advisory, LLC
INCREASED582502+80+16%$211.1K$206.5K-$4.6K2026-10-09
Trinity Wealth Management, LLC
INCREASED582555+27+5%$233.4K$206.5K-$26.9K2026-10-13
Basso Capital Management, L.P.
INCREASED582560+22+4%$235.5K$206.6K-$29.0K2026-10-30
Community Financial Services Group, LLC
DECREASED581676-95-14%$287.5K$205.7K-$81.8K2026-10-15
Advisory Advocates, LLC
INCREASED581566+15+3%$238.1K$206.0K-$32.1K2026-11-05
SC&H Financial Advisors, Inc.
UNCHANGED58158100%$244.5K$206.2K-$38.2K2026-10-14
Avity Investment Management Inc.
UNCHANGED58158100%$244.4K$206.1K-$38.2K2026-10-09
Cultivar Capital, Inc.
INCREASED580579+1+0%$243.5K$205.8K-$37.7K2026-10-14
Harbour Trust & Investment Management Co
INCREASED579561+18+3%$236.0K$205.4K-$30.5K2026-10-28
Tufton Capital Management
UNCHANGED57957900%$243.0K$205-$242.8K2026-10-20
Barlow Wealth Partners, LLC
DECREASED578770-192-25%$303.4K$220.0K-$83.4K2026-10-15
PFS Partners, LLC
INCREASED577505+72+14%$212.4K$204.7K-$7.7K2026-10-21
Unify Financial Advisors
UNCHANGED57757700%$242.7K$204.7K-$38.0K2026-11-03
Neville Rodie & Shaw Inc
UNCHANGED57457400%$241$204-$372026-10-05
Thayer Partners, LLC / MA
INCREASED573555+18+3%$233.4K$203.3K-$30.1K2026-11-06
Essex Investment Management Co LLC
UNCHANGED57357300%$241.0K$203.3K-$37.7K2026-10-19
Orin Green Financial, LLC
UNCHANGED57157100%$240.2K$202.6K-$37.6K2026-10-19
Cookson Peirce & Co Inc
DECREASED5701,070-500-47%$450.0K$202.2K-$247.8K2026-10-30
Tepp RIA, LLC
UNCHANGED57057000%$239.7K$202.2K-$37.5K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
NEW567—+567——$201.3K—2026-10-16
1620 Investment Advisors, Inc.
DECREASED566575-9-2%$242.1K$200.7K-$41.4K2026-11-04
Cannon Capital Management, Inc.
NEW565—+565——$200.5K—2026-11-03
WealthCare Asset Management, LLC
DECREASED5651,176-611-52%$494.6K$200.5K-$294.2K2026-10-26
Aries Wealth Management
DECREASED565614-49-8%$258.2K$200.5K-$57.8K2026-10-23
Roxbury Financial LLC
INCREASED563555+8+1%$233.4K$199.8K-$33.7K2026-10-01
Godsey & Gibb, Inc
DECREASED560740-180-24%$311.2K$198.7K-$112.6K2026-10-14
Planning Strategies Inc.
INCREASED560545+15+3%$229.2K$198.7K-$30.5K2026-10-02
Willow Creek Capital Management, Inc.
UNCHANGED55855800%$234.7K$234.7K$02026-10-16
TrustBank
UNCHANGED55855800%$234.7K$198.0K-$36.7K2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED54354300%$228.4K$192.7K-$35.7K2026-10-26
DecisionPoint Financial, LLC
INCREASED531123+408+332%$52.3K$188.0K+$135.7K2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED52252200%$219.6K$185.2K-$34.3K2026-10-21
Covestor Ltd
INCREASED518512+6+1%$215.0K$184-$214.8K2026-10-30
Bangor Savings Bank
DECREASED511867-356-41%$364.7K$181.3K-$183.4K2026-10-06
Gables Capital Management Inc.
UNCHANGED51151100%$214.9K$181.3K-$33.6K2026-11-04
Addison Advisors LLC
INCREASED510493+17+3%$207.5K$180.8K-$26.6K2026-11-06
Torren Management, LLC
INCREASED50249+453+924%$20.6K$178.1K+$157.5K2026-10-29
Centerpoint Advisors, LLC
INCREASED498497+1+0%$209.0K$177-$208.8K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED495417+78+19%$175.5K$175.7K+$2312026-11-02
Advantage Trust Co
UNCHANGED48148100%$202.3K$170.7K-$31.6K2026-10-19
Legacy Bridge, LLC
INCREASED471270+201+74%$113.6K$167.1K+$53.6K2026-10-28
Contravisory Investment Management, Inc.
DECREASED46524,592-24,127-98%$10.3M$165.0K-$10.2M2026-10-13
Private Wealth Management Group, LLC
INCREASED461441+20+5%$185.4K$163.5K-$21.9K2026-10-19
CrossGen Wealth, LLC
INCREASED458358+100+28%$150.6K$162.5K+$11.9K2026-10-30
IAG Wealth Partners, LLC
INCREASED458428+30+7%$180.0K$162.5K-$17.5K2026-11-06
Mascoma Wealth Management LLC
DECREASED448706-258-37%$296.9K$159.0K-$138.0K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED44844800%$188.4K$159.0K-$29.5K2026-10-07
Kozak & Associates, Inc.
UNCHANGED44644600%$189.7K$180.3K-$9.4K2026-10-29
Trust Co
DECREASED441541-100-18%$227.5K$156.5K-$71.1K2026-10-09
Ameliora Wealth Management Ltd.
DECREASED435605-170-28%$254.5K$154.3K-$100.1K2026-10-23
Cranbrook Wealth Management, LLC
INCREASED428427+1+0%$179.6K$151.8K-$27.8K2026-10-28
Trellis Wealth Advisors LLC
DECREASED424484-60-12%$203.6K$150.4K-$53.1K2026-10-19
Horizon Financial Services, LLC
DECREASED423752-329-44%$316.3K$150.1K-$166.2K2026-11-04
Kimelman & Baird, LLC
INCREASED418399+19+5%$167.8K$148.3K-$19.5K2026-11-03
First Pacific Financial
DECREASED417637-220-35%$267.9K$148.0K-$120.0K2026-10-14
Frisco Financial Planning LLC
UNCHANGED40440400%$169.9K$143.3K-$26.6K2026-10-05
Bare Financial Services, Inc
DECREASED397405-8-2%$170.3K$140.9K-$29.5K2026-11-04
Burk Holdings LLC
INCREASED394372+22+6%$156.5K$139.8K-$16.7K2026-11-05
Investors Research Corp
UNCHANGED39339300%$165.3K$139.4K-$25.9K2026-10-07
Bank & Trust Co
UNCHANGED39039000%$164.0K$138.4K-$25.7K2026-10-07
Your Advocates Ltd., LLP
UNCHANGED38538500%$161.9K$136.6K-$25.3K2026-11-03
LFA - Lugano Financial Advisors SA
DECREASED379514-135-26%$216.2K$134.5K-$81.7K2026-11-03
North Point Portfolio Managers Corp
NEW373—+373——$132.3K—2026-10-07
John Boyer, Inc.
NEW373—+373——$132.3K—2026-10-27
Kentucky Trust Co
UNCHANGED35135100%$147.6K$124.5K-$23.1K2026-10-15
Phillip James Consulting Co.
UNCHANGED32632600%$137.1K$115.7K-$21.4K2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED32232200%$136.9K$114.0K-$22.9K2026-10-20
St. Johns Investment Management Company, LLC
UNCHANGED32232200%$135.4K$114.2K-$21.2K2026-10-30
Smallwood Wealth Investment Management, LLC
INCREASED318235+83+35%$98.8K$112.8K+$14.0K2026-10-30
Clark Wealth Partners
INCREASED307199+108+54%$83.7K$108.9K+$25.2K2026-10-19
Chung Wu Investment Group, LLC
UNCHANGED30030000%$126.2K$106.4K-$19.7K2026-11-03
Thompson Investment Management, Inc.
DECREASED299440-141-32%$185.1K$106.1K-$79.0K2026-10-14
LAM Group, Inc.
UNCHANGED29029000%$122.0K$102.9K-$19.1K2026-10-26
KFG LLC
NEW287—+287——$101.8K—2026-11-02
Retirement Wealth Solutions LLC
INCREASED285230+55+24%$96.7K$101.1K+$4.4K2026-10-07
Rachor Investment Advisory Services, LLC
UNCHANGED28228200%$118.6K$100.1K-$18.6K2026-10-29
Valued Wealth Advisors LLC
INCREASED279269+10+4%$113.1K$99.0K-$14.2K2026-11-05
Horrell Capital Management, Inc.
UNCHANGED27927900%$117.3K$99.0K-$18.4K2026-10-08
Ashurst Perkins Coie Trust Co
INCREASED277243+34+14%$102.2K$98.3K-$3.9K2026-10-15
Banque de Luxembourg S.A.
UNCHANGED27227200%$114.4K$96.5K-$17.9K2026-10-14
Vermillion Wealth Management, Inc.
DECREASED2701,441-1,171-81%$606.1K$95.8K-$510.3K2026-10-26
Capitol Family Office, Inc.
UNCHANGED26526500%$111.5K$94.0K-$17.4K2026-10-13
Blume Capital Management, Inc.
DECREASED262272-10-4%$114.4K$93.0K-$21.4K2026-10-26
Citizens National Bank Trust Department
INCREASED258120+138+115%$50.5K$91.5K+$41.1K2026-11-04
Bayban
UNCHANGED25025000%$105.2K$105.2K$02026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED231244-13-5%$102.6K$82.0K-$20.7K2026-10-23
Aspect Partners, LLC
DECREASED230268-38-14%$112.7K$81.6K-$31.1K2026-10-20
Marquette Asset Management, LLC
INCREASED225154+71+46%$64.8K$79.8K+$15.1K2026-10-09
Beutel, Goodman & Co Ltd.
UNCHANGED22522500%$94.0K$79-$93.9K2026-11-04
Maseco LLP
INCREASED222111+111+100%$46.7K$78.8K+$32.1K2026-10-27
Align Financial, LLC
DECREASED221555-334-60%$233.4K$78.4K-$155.0K2026-10-16
Tower View Wealth Management LLC
UNCHANGED22122100%$93.0K$78.4K-$14.5K2026-10-23
Coastline Trust Co
DECREASED216552-336-61%$232.2K$76.6K-$155.5K2026-10-01
Advocate Investing Services LLC
UNCHANGED21521500%$90.4K$76.3K-$14.1K2026-10-26
NorthAvenue LLC
UNCHANGED21221200%$89.2K$75.2K-$13.9K2026-10-29
Davis Capital Management
DECREASED207223-16-7%$93.8K$73.4K-$20.3K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED20720700%$87.1K$73.4K-$13.6K2026-10-20
Syntax Research, Inc.
UNCHANGED20520500%$86.2K$72.7K-$13.5K2026-11-04
First Premier Bank
INCREASED203128+75+59%$54$72+$182026-10-13
Richardson Capital Management LLC
UNCHANGED19419400%$81.6K$68.8K-$12.8K2026-10-23
StrongBox Wealth, LLC
INCREASED191184+7+4%$77.4K$67.8K-$9.6K2026-11-02
Lloyd Advisory Services, Llc.
DECREASED190201-11-5%$84.5K$67.5K-$17.1K2026-11-02
Noble Wealth Management PBC
UNCHANGED18418400%$77.4K$65.3K-$12.1K2026-10-01
Harbor Capital Advisors, Inc.
NEW181—+181——$64—2026-10-22
Compass Wealth Management LLC
NEW170—+170——$60.3K—2026-10-22
Duncker Streett & Co Inc
UNCHANGED16716700%$70.2K$59.3K-$11.0K2026-10-27
Cdkv Holdings LLC
UNCHANGED16516500%$69.4K$58.5K-$10.9K2026-10-28
Coston, McIsaac & Partners
INCREASED163129+34+26%$54.0K$57.8K+$3.8K2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED162155+7+5%$65.0K$57-$64.9K2026-10-14
Prudent Man Investment Management, Inc.
INCREASED16115+146+973%$6.7K$57.1K+$50.4K2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED160330-170-52%$138.8K$56.8K-$82.0K2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED15715700%$66.0K$55.7K-$10.3K2026-10-23
Sfam, LLC
UNCHANGED15715700%$66.0K$55.7K-$10.3K2026-11-03
Hanson & Doremus Investment Management
INCREASED151125+26+21%$53.0K$54-$52.9K2026-10-16
Pacific Center for Financial Services
UNCHANGED14614600%$61.4K$51.8K-$9.6K2026-10-15
Schuylkill Financial LLC
UNCHANGED13513500%$56.8K$47.9K-$8.9K2026-10-21
McCarley & Cook Financial Planners
UNCHANGED13413400%$56.4K$47.5K-$8.8K2026-10-21
Bear Mountain Capital, Inc.
UNCHANGED13313300%$52.5K$47.2K-$5.3K2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED12512500%$52.6K$44.4K-$8.2K2026-10-16
Miller Wealth Advisors, LLC
UNCHANGED11911900%$50.1K$42.2K-$7.8K2026-11-02
Dynamic Wealth Strategies, LLC
INCREASED11899+19+19%$41.6K$41.9K+$2292026-10-16
TLW Wealth Management, LLC
INCREASED115111+4+4%$46.7K$40.8K-$5.9K2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED11511500%$48.6K$41.0K-$7.6K2026-10-15
Montgomery Financial Services LLC
INCREASED11496+18+19%$40.4K$40.4K+$702026-11-03
Entrust Financial LLC
UNCHANGED11111100%$46.7K$39.4K-$7.3K2026-11-04
Glynn Capital Management LLC
UNCHANGED11111100%$46.7K$39.4K-$7.3K2026-10-07
Navigoe, LLC
DECREASED106107-1-1%$45.0K$37-$45.0K2026-11-04
Birchbrook, Inc.
INCREASED105100+5+5%$42.1K$37.3K-$4.8K2026-10-14
Key Capital Management, Inc
DECREASED102104-2-2%$43.7K$36.2K-$7.6K2026-11-03
Gladstone Capital Management LLP
UNCHANGED10010000%$42.1K$35.5K-$6.6K2026-11-06
3 Factor Indexing, LLC
UNCHANGED989800%$41.2K$34.8K-$6.4K2026-10-15
Clean Yield Group
UNCHANGED979700%$40.8K$34.4K-$6.4K2026-10-28
One River Asset Management, LLC
DECREASED96242-146-60%$101.8K$34.1K-$67.7K2026-10-21
Ulland Investment Advisors, LLC
UNCHANGED858500%$36$30-$62026-10-13
Chapman Financial Group, LLC
UNCHANGED818100%$34.1K$28.7K-$5.3K2026-10-26
Friedenthal Financial
INCREASED7775+2+3%$31.5K$27.3K-$4.2K2026-10-27
Arcadia Investment Advisors LLC
UNCHANGED777700%$32.2K$27.2K-$5.0K2026-10-13
GS Investments, Inc.
UNCHANGED757500%$31.5K$26.6K-$4.9K2026-11-05
Northstar Asset Management Co
UNCHANGED757500%$23.5K$29.0K+$5.5K2026-10-22
Redwood Park Advisors LLC
DECREASED71132-61-46%$55.5K$25.2K-$30.3K2026-11-02
10Elms LLP
INCREASED7050+20+40%$21.0K$24.8K+$3.8K2026-11-06
First Community Trust NA
UNCHANGED707000%$29.4K$24.8K-$4.6K2026-10-07
Fairway Wealth LLC
UNCHANGED707000%$29.4K$24.8K-$4.6K2026-10-30
Financial Freedom, LLC
NEW67—+67——$23.8K—2026-11-06
PayPay Securities Corp
INCREASED6360+3+5%$25.2K$22.4K-$2.9K2026-10-27
MB, Levis & Associates, LLC
UNCHANGED636300%$26.5K$22.4K-$4.1K2026-10-16
Steph & Co
INCREASED6257+5+9%$24.0K$22.0K-$2.0K2026-10-07
SBK Financial, Inc.
DECREASED6092-32-35%$38.7K$21.3K-$17.4K2026-11-02
Networth Advisors, LLC
UNCHANGED565600%$23.6K$19.9K-$3.7K2026-11-03
Carota Wealth Management
UNCHANGED555500%$23.1K$19.5K-$3.6K2026-11-03
Luken Investment Analytics, LLC
UNCHANGED545400%$22.7K$19.2K-$3.6K2026-11-06
Essential Investment Partners LLC
INCREASED527+45+643%$2.9K$18.5K+$15.5K2026-10-27
Old Second National Bank of Aurora
UNCHANGED505000%$21.0K$17.7K-$3.3K2026-10-22
Midwest Capital Advisors, LLC
INCREASED4927+22+81%$11.4K$17.4K+$6.0K2026-11-04
Byrne Asset Management LLC
UNCHANGED474700%$19.8K$16.6K-$3.1K2026-10-06
Daytona Street Capital LLC
UNCHANGED464600%$18.8K$17.4K-$1.4K2026-10-15
Peoples Financial Services Corp.
UNCHANGED454500%$18.9K$16.0K-$3.0K2026-10-20
MidAtlantic Capital Management, Inc.
NEW43—+43——$15.3K—2026-11-05
Lynch Investment Planning, LLC
NEW41—+41——$14.5K—2026-10-27
First Financial Corp
UNCHANGED414100%$17.2K$14.5K-$2.7K2026-10-13
Breakwater Investment Management
INCREASED4020+20+100%$8.4K$14.2K+$5.8K2026-10-20
Spurstone Advisory Services, LLC
UNCHANGED404000%$17.0K$14.2K-$2.8K2026-11-02
Dorato Capital Management
UNCHANGED393900%$15.9K$14.7K-$1.2K2026-10-08
Granite FO LLC
UNCHANGED373700%$15.6K$13.1K-$2.4K2026-10-14
CFG Wealth Management Services, Inc.
NEW36—+36——$12.7K—2026-10-21
Marshall & Sterling Wealth Advisors Inc.
DECREASED3666-30-45%$27.8K$12.8K-$15.0K2026-10-28
Winthrop Capital Management, LLC
UNCHANGED363600%$15.0K$12.8K-$2.2K2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED333300%$13.9K$11.7K-$2.2K2026-11-02
WestEnd Advisors, LLC
UNCHANGED313100%$13.0K$11.0K-$2.0K2026-10-27
Bernzott Capital Advisors
NEW30—+30——$10.6K—2026-10-29
Newton One Investments LLC
UNCHANGED303000%$12.6K$10.6K-$2.0K2026-10-14
Sawyer & Company, Inc
UNCHANGED303000%$12.6K$10.6K-$2.0K2026-10-21
Hoertkorn Richard Charles
UNCHANGED303000%$12.6K$10.6K-$2.0K2026-11-04
Louisbourg Investments Inc.
UNCHANGED292900%$12.2K$10.3K-$1.9K2026-10-20
Miller Global Investments, LLC
UNCHANGED262600%$10.9K$9.2K-$1.7K2026-10-02
Monetary Solutions, Ltd
INCREASED2520+5+25%$8.4K$8.9K+$4582026-10-22
High Point Wealth Management, LLC
DECREASED2080-60-75%$33.6K$7.1K-$26.6K2026-11-05
Eukles Asset Management
UNCHANGED191900%$8.0K$6.7K-$1.2K2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED171700%$7.2K$6.0K-$1.1K2026-10-09
Barnes Dennig Private Wealth Management LLC
UNCHANGED171700%$7.2K$6.0K-$1.1K2026-10-30
Foresight Capital Management Advisors, Inc.
NEW16—+16——$5.7K—2026-10-27
Whipplewood Advisors, LLC
DECREASED16221-205-93%$93.0K$5.7K-$87.3K2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED12157-145-92%$66.0K$4.3K-$61.8K2026-10-14
RHL Group, LLC
DECREASED12118-106-90%$49.7K$4.3K-$45.4K2026-11-04
Manitou Investment Management Ltd.
NEW11—+11——$3.9K—2026-10-15
Boit C F David
NEW10—+10——$3.5K—2026-10-29
MilWealth Group LLC
UNCHANGED101000%$4.2K$3.5K-$6572026-11-02
Mountain Hill Investment Partners Corp.
UNCHANGED9900%$3.8K$3.2K-$5922026-10-23
Catherine Avery Investment Management LLC
NEW8—+8——$2.8K—2026-10-14
Clayton Financial Group LLC
NEW8—+8——$2.8K—2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED8800%$3.4K$2.8K-$5272026-10-27
DB Fitzpatrick & Co, Inc
INCREASED64+2+50%$1.7K$2.1K+$4472026-10-19
Harbor Asset Planning, Inc.
UNCHANGED6600%$2.5K$2.1K-$3952026-10-23
Piscataqua Savings Bank
UNCHANGED4400%$1.7K$1.4K-$2632026-10-21
Inspire Investing, LLC
UNCHANGED3300%$1.3K$1.1K-$1982026-10-22
Decker Retirement Planning Inc.
DECREASED2216-214-99%$90.9K$717-$90.1K2026-10-19
4Thought Financial Group Inc.
NEW1—+1——$275—2026-11-02
Imc-Chicago, LLC
CLOSED0763,327-763,327-100%$321.1M$0-$321.1M2026-11-05
Kapitalo Investimentos Ltda
CLOSED0300,429-300,429-100%$126.4M$0-$126.4M2026-10-20
Simplex Trading, LLC
CLOSED0150,665-150,665-100%$63.4M$0-$63.4M2026-11-04
Belvedere Trading LLC
CLOSED0109,423-109,423-100%$46.0M$0-$46.0M2026-11-05
Lockheed Martin Investment Management Co
CLOSED085,800-85,800-100%$36.1M$0-$36.1M2026-11-04
Deltec Asset Management LLC
CLOSED016,679-16,679-100%$7.0M$0-$7.0M2026-10-26
Caitong International Asset Management Co., Ltd
CLOSED014,240-14,240-100%$6.0M$0-$6.0M2026-10-29
BSN Capital Partners Ltd
CLOSED012,531-12,531-100%$5.1M$0-$5.1M2026-10-23
Blue Jean Financial LLC
CLOSED012,469-12,469-100%$5.2M$0-$5.2M2026-10-20
Artemis Wealth Advisors, LLC
CLOSED06,500-6,500-100%$2.7M$0-$2.7M2026-11-05
Vanderbilt University
CLOSED05,800-5,800-100%$2.4M$0-$2.4M2026-11-02
WBI Investments, LLC
CLOSED05,211-5,211-100%$2.2M$0-$2.2M2026-11-05
Check Capital Management Inc
CLOSED04,700-4,700-100%$2.0M$0-$2.0M2026-11-05
Spartan Planning & Wealth Management
CLOSED03,243-3,243-100%$1.4M$0-$1.4M2026-10-13
R Squared Ltd
CLOSED03,178-3,178-100%$1.3M$0-$1.3M2026-11-06
B&D White Capital Company, LLC
CLOSED02,689-2,689-100%$1.1M$0-$1.1M2026-11-02
Dana Investment Advisors, Inc.
CLOSED02,438-2,438-100%$1.0M$0-$1.0M2026-11-06
Keystone Global Partners, LLC
CLOSED02,292-2,292-100%$964.0K$0-$964.0K2026-10-13
Consilium Wealth Advisory, LLC
CLOSED02,182-2,182-100%$917.7K$0-$917.7K2026-10-14
Leisure Capital Management
CLOSED01,999-1,999-100%$840.8K$0-$840.8K2026-11-03
Aspetuck Financial Management LLC
CLOSED01,810-1,810-100%$761.3K$0-$761.3K2026-11-04
Lionsbridge Wealth Management LLC
CLOSED01,793-1,793-100%$754.1K$0-$754.1K2026-10-26
Scarborough Advisors, LLC
CLOSED01,400-1,400-100%$569.1K$0-$569.1K2026-10-16
Hanseatic Management Services Inc
CLOSED0950-950-100%$399.6K$0-$399.6K2026-10-27
Beirne Wealth Consulting Services, LLC
CLOSED0920-920-100%$387.0K$0-$387.0K2026-10-19
FNY Investment Advisers, LLC
CLOSED0889-889-100%$373$0-$3732026-10-16
Dillon & Associates Inc
CLOSED0870-870-100%$366.0K$0-$366.0K2026-10-22
Verus Wealth Management, LLC
CLOSED0863-863-100%$363.0K$0-$363.0K2026-10-13
Gunderson Capital Management LLC
CLOSED0855-855-100%$359.6K$0-$359.6K2026-10-15
Sentinel Trust Co LBA
CLOSED0852-852-100%$358$0-$3582026-11-03
Corepath Wealth Partners LLC
CLOSED0798-798-100%$314.3K$0-$314.3K2026-10-21
Solutions 4 Wealth, Ltd
CLOSED0754-754-100%$317.1K$0-$317.1K2026-11-03
AUA Capital Management, LLC
CLOSED0735-735-100%$309.1K$0-$309.1K2026-10-15
WoodTrust Financial Corp
CLOSED0733-733-100%$308.0K$0-$308.0K2026-10-09
Berkeley, Inc
CLOSED0725-725-100%$304.9K$0-$304.9K2026-10-20
GEM Asset Management, LLC
CLOSED0725-725-100%$305.1K$0-$305.1K2026-10-13
Hofer & Associates. Inc
CLOSED0712-712-100%$299.5K$0-$299.5K2026-10-13
BCM Advisors, LLC
CLOSED0695-695-100%$217.6K$0-$217.6K2026-11-03
Riverbend Wealth Management, LLC
CLOSED0692-692-100%$291.1K$0-$291.1K2026-10-15
WJ Wealth Management, LLC
CLOSED0690-690-100%$290.2K$0-$290.2K2026-11-03
Capital Wealth Alliance, LLC
CLOSED0655-655-100%$275.5K$0-$275.5K2026-10-20
Meridian Investment Counsel Inc.
CLOSED0640-640-100%$269.2K$0-$269.2K2026-10-14
Tilia Fiduciary Partners, Inc.
CLOSED0636-636-100%$267.4K$0-$267.4K2026-10-09
CGN Advisors LLC
CLOSED0635-635-100%$266.9K$0-$266.9K2026-10-21
Sunbeam Capital Management, LLC
CLOSED0616-616-100%$259.1K$0-$259.1K2026-11-05
First City Capital Management, Inc.
CLOSED0608-608-100%$255.7K$0-$255.7K2026-10-27
Valley Forge Investment Consultants Inc ADV
CLOSED0576-576-100%$242.1K$0-$242.1K2026-11-03
Lutz Financial Services LLC
CLOSED0564-564-100%$237.2K$0-$237.2K2026-11-06
Cynosure Group, LLC
CLOSED0564-564-100%$237.0K$0-$237.0K2026-11-03
Mogy Joel R Investment Counsel Inc
CLOSED0560-560-100%$235.5K$0-$235.5K2026-10-13
Westhampton Capital, LLC
CLOSED0560-560-100%$235.5K$0-$235.5K2026-10-30
Savior LLC
CLOSED0560-560-100%$235.5K$0-$235.5K2026-10-13
Hartline Investment Corp/
CLOSED0560-560-100%$235.5K$0-$235.5K2026-10-29
Founders Capital Management
CLOSED0557-557-100%$234.3K$0-$234.3K2026-10-13
Leeward Financial Partners, LLC
CLOSED0553-553-100%$232.6K$0-$232.6K2026-10-23
MRA Advisory Group
CLOSED0551-551-100%$231.8K$0-$231.8K2026-10-07
RF&L Wealth Management, LLC
CLOSED0545-545-100%$229.2K$0-$229.2K2026-10-20
Bluesphere Advisors LLC
CLOSED0543-543-100%$228.4K$0-$228.4K2026-10-19
McMill Wealth Management
CLOSED0542-542-100%$228.0K$0-$228.0K2026-11-05
Stirlingshire Investments, Inc.
CLOSED0538-538-100%$226.3K$0-$226.3K2026-11-05
Persium Advisors, LLC
CLOSED0537-537-100%$225.9K$0-$225.9K2026-10-07
Armstrong Henry H Associates Inc
CLOSED0534-534-100%$224.6K$0-$224.6K2026-10-07
Northern Capital Management, Inc.
CLOSED0534-534-100%$224.6K$0-$224.6K2026-11-05
Carnegie Lake Advisors LLC
CLOSED0531-531-100%$223.3K$0-$223.3K2026-11-06
Blvd Private Wealth, LLC
CLOSED0530-530-100%$222.9K$0-$222.9K2026-10-14
Kenora Financial, LLC
CLOSED0529-529-100%$222.5K$0-$222.5K2026-10-20
Saxon Interests, Inc.
CLOSED0528-528-100%$222.1K$0-$222.1K2026-10-26
Uncommon Cents Investing Inc
CLOSED0527-527-100%$221.7K$0-$221.7K2026-10-20
Fluent Financial, LLC
CLOSED0526-526-100%$221.2K$0-$221.2K2026-10-13
Stillwater Wealth Management Group
CLOSED0524-524-100%$220.4K$0-$220.4K2026-10-21
Wetzel Investment Advisors, Inc.
CLOSED0522-522-100%$219.6K$0-$219.6K2026-10-13
Verity & Verity, LLC
CLOSED0521-521-100%$219.1K$0-$219.1K2026-10-23
Baker Ellis Asset Management LLC
CLOSED0519-519-100%$218.2K$0-$218.2K2026-10-14
Hippocratic Financial Advisors, LLC
CLOSED0515-515-100%$216.6K$0-$216.6K2026-10-13
Capital City Trust Co
CLOSED0514-514-100%$216.2K$0-$216.2K2026-10-22
Avantra Family Wealth, Inc.
CLOSED0511-511-100%$214.8K$0-$214.8K2026-10-20
Uptown Financial Advisors LLC
CLOSED0509-509-100%$214.1K$0-$214.1K2026-10-15
Legacy Wealth Partners, LLC
CLOSED0508-508-100%$213.7K$0-$213.7K2026-10-15
OxenFree Capital LLC
CLOSED0507-507-100%$204.4K$0-$204.4K2026-10-07
Rainey & Randall Wealth Advisors Inc.
CLOSED0506-506-100%$212.8K$0-$212.8K2026-10-26
Sound Stewardship, LLC
CLOSED0505-505-100%$212.6K$0-$212.6K2026-10-14
James Investment Research, Inc.
CLOSED0503-503-100%$211.6K$0-$211.6K2026-10-22
R. W. Roge & Company, Inc.
CLOSED0502-502-100%$211.0K$0-$211.0K2026-11-04
First Citizens Financial Corp
CLOSED0502-502-100%$211.1K$0-$211.1K2026-10-02
Stephen J. Garry & Associates, LLC
CLOSED0501-501-100%$210.7K$0-$210.7K2026-11-05
Moody Lynn Lieberson & Walker, LLC
CLOSED0500-500-100%$210.3K$0-$210.3K2026-10-14
Whitcomb & Hess, Inc.
CLOSED0499-499-100%$209.9K$0-$209.9K2026-10-07
Carret Asset Management, LLC
CLOSED0497-497-100%$209.0K$0-$209.0K2026-11-04
Polaris Investment Advisors, LLC
CLOSED0496-496-100%$208.6K$0-$208.6K2026-10-20
Atwater Malick LLC
CLOSED0495-495-100%$208.2K$0-$208.2K2026-10-15
Hiley Hunt Wealth Management
CLOSED0494-494-100%$207.8K$0-$207.8K2026-10-08
Matrix Asset Advisors Inc
CLOSED0494-494-100%$208.0K$0-$208.0K2026-10-13
Pacific Wealth Strategies Group, Inc.
CLOSED0493-493-100%$207.4K$0-$207.4K2026-11-02
Cooper S Advisors, LLC
CLOSED0492-492-100%$206.9K$0-$206.9K2026-11-03
Ellis Investment Partners, LLC
CLOSED0491-491-100%$206.5K$0-$206.5K2026-10-21
Portland Financial Advisors Inc
CLOSED0486-486-100%$204.4K$0-$204.4K2026-10-26
VVR Holdings LLC
CLOSED0486-486-100%$204.4K$0-$204.4K2026-10-19
Meadowbrook Wealth Management, LLC
CLOSED0485-485-100%$206.3K$0-$206.3K2026-10-08
Higgins & Schmidt Wealth Strategies LLC
CLOSED0485-485-100%$204.0K$0-$204.0K2026-10-26
Hamilton Point Investment Advisors, LLC
CLOSED0484-484-100%$203.6K$0-$203.6K2026-11-03
Madson Wealth Advisors Inc
CLOSED0483-483-100%$203.2K$0-$203.2K2026-10-13
Collaborative Capital Advisors LLC
CLOSED0481-481-100%$202.3K$0-$202.3K2026-11-06
Crew Capital Management, Ltd
CLOSED0481-481-100%$202.3K$0-$202.3K2026-10-28
Tableaux LLC
CLOSED0480-480-100%$201.9K$0-$201.9K2026-10-23
A4 Wealth Advisors LLC
CLOSED0479-479-100%$201.5K$0-$201.5K2026-10-20
WealthSpring Partners, LLC
CLOSED0477-477-100%$200.6K$0-$200.6K2026-10-14
Viewpoint Capital Management LLC
CLOSED0378-378-100%$159.0K$0-$159.0K2026-10-27
Paradigm Asset Management Co LLC
CLOSED0366-366-100%$153.9K$0-$153.9K2026-11-05
Robinswood Financial LLC
CLOSED0217-217-100%$91.3K$0-$91.3K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED0185-185-100%$77.8K$0-$77.8K2026-10-26
Merrithew & Thorsten Inc
CLOSED0126-126-100%$52$0-$522026-11-06
Keystone Financial Group, Inc.
CLOSED075-75-100%$31.5K$0-$31.5K2026-10-13
Prism Advisors, Inc.
CLOSED066-66-100%$27.8K$0-$27.8K2026-10-09
Strategic Wealth Advisors LLC
CLOSED049-49-100%$22$0-$222026-11-06
Evolution Advisers, Inc.
CLOSED035-35-100%$14$0-$142026-11-06
Fiduciary Advisors, Inc.
CLOSED010-10-100%$4.2K$0-$4.2K2026-10-16
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$4.8M$4.5M-$291.3K2026-10-29
BlackRock, Inc.
N/A—214,123,129-214,123,129-100%$90.1B———
Vanguard Capital Management LLC
N/A—184,023,551-184,023,551-100%$77.4B———
State Street Corp
N/A—117,456,756-117,456,756-100%$49.4B———
Invesco Ltd.
N/A—55,464,442-55,464,442-100%$23.3B———
Vanguard Portfolio Management LLC
N/A—49,550,535-49,550,535-100%$20.8B———
Capital World Investors
N/A—45,735,669-45,735,669-100%$19.2B———
JPMorgan Chase & Co
N/A—41,972,287-41,972,287-100%$17.3B———
FMR LLC
N/A—39,766,224-39,766,224-100%$16.7B———
Morgan Stanley
N/A—38,872,087-38,872,087-100%$16.3B———
Norges Bank
N/A—38,812,422-38,812,422-100%$16.3B———
Goldman Sachs Group Inc
N/A—31,060,669-31,060,669-100%$13.1B———
Northern Trust Corp
N/A—25,815,785-25,815,785-100%$10.9B———
Price T Rowe Associates Inc
N/A—25,141,239-25,141,239-100%$10.6B———
Legal & General Group Plc
N/A—20,293,894-20,293,894-100%$8.5B———
UBS Asset Management Americas LLC
N/A—19,532,936-19,532,936-100%$8.2B———
Charles Schwab Investment Management Inc
N/A—19,281,939-19,281,939-100%$8.1B———
Bank of America Corp
N/A—18,117,418-18,117,418-100%$7.6B———
Vanguard Fiduciary Trust Co
N/A—16,205,509-16,205,509-100%$6.8B———
Nuveen, LLC
N/A—15,961,817-15,961,817-100%$6.7B———
Loomis Sayles & Co L P
N/A—12,679,478-12,679,478-100%$5.3B———
Bamco Inc
N/A—12,524,752-12,524,752-100%$5.3B———
SG Americas Securities, LLC
N/A—11,206,674-11,206,674-100%$4.7B———
HSBC Holdings PLC
N/A—10,854,642-10,854,642-100%$4.6B———
Wellington Management Group LLP
N/A—9,841,129-9,841,129-100%$4.1B———
BNP Paribas Financial Markets
N/A—9,036,619-9,036,619-100%$3.8B———
Jennison Associates LLC
N/A—8,570,234-8,570,234-100%$3.6B———
Capital Research Global Investors
N/A—8,499,204-8,499,204-100%$3.6B———
Swiss National Bank
N/A—7,937,695-7,937,695-100%$3.3B———
Canada Pension Plan Investment Board
N/A—7,476,246-7,476,246-100%$3.1B———
Bank of Montreal
N/A—7,023,233-7,023,233-100%$3.0B———
American Century Companies Inc
N/A—6,961,359-6,961,359-100%$2.9B———
Franklin Resources Inc
N/A—6,858,150-6,858,150-100%$2.9B———
Royal Bank of Canada
N/A—6,658,037-6,658,037-100%$2.8B———
Primecap Management Co
N/A—6,103,030-6,103,030-100%$2.6B———
Vanguard Global Advisers, LLC
N/A—6,083,324-6,083,324-100%$2.6B———
National Pension Service
N/A—6,022,001-6,022,001-100%$2.5B———
UBS Group AG
N/A—5,723,603-5,723,603-100%$2.4B———
Vanguard Asset Management, Ltd
N/A—5,647,250-5,647,250-100%$2.4B———
California Public Employees Retirement System
N/A—5,574,336-5,574,336-100%$2.3B———
Rhumbline Advisers
N/A—4,879,546-4,879,546-100%$2.1B———
D. E. Shaw & Co., Inc.
N/A—4,349,492-4,349,492-100%$1.8B———
Wells Fargo & Company
N/A—4,316,150-4,316,150-100%$1.8B———
California State Teachers Retirement System
N/A—4,273,058-4,273,058-100%$1.8B———
National Bank of Canada
N/A—4,091,989-4,091,989-100%$1.7B———
Ameriprise Financial Inc
N/A—3,926,737-3,926,737-100%$1.7B———
Newlands Management Operations LLC
N/A—3,766,106-3,766,106-100%$1.6B———
Susquehanna International Group, LLP
N/A—3,575,532-3,575,532-100%$1.5B———
Holocene Advisors, LP
N/A—3,555,000-3,555,000-100%$1.5B———
H&H International Investment, LLC
N/A—3,380,400-3,380,400-100%$1.4B———
Alliancebernstein L.P.
N/A—3,328,835-3,328,835-100%$1.2B———
Victory Capital Management Inc
N/A—3,199,616-3,199,616-100%$1.3B———
New York State Common Retirement Fund
N/A—3,035,031-3,035,031-100%$1.3B———
AQR Capital Management LLC
N/A—3,008,189-3,008,189-100%$1.2B———
Voya Investment Management LLC
N/A—2,897,775-2,897,775-100%$1.2B———
Two Sigma Investments, LP
N/A—2,861,596-2,861,596-100%$1.2B———
ARK Investment Management LLC
N/A—2,759,800-2,759,800-100%$1.2B———
Raymond James Financial Inc
N/A—2,662,821-2,662,821-100%$1.1B———
State Board of Administration of Florida Retirement System
N/A—2,519,429-2,519,429-100%$1.1B———
Aviva PLC
N/A—2,514,335-2,514,335-100%$1.1B———
Adage Capital Partners GP, L.L.C.
N/A—2,477,311-2,477,311-100%$1.0B———
Canada Life Assurance Co
N/A—2,395,155-2,395,155-100%$1.0B———
BNP Paribas Asset Management Holding S.A.
N/A—2,334,250-2,334,250-100%$981.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,263,678-2,263,678-100%$950.8M———
Marshall Wace, LLP
N/A—2,188,456-2,188,456-100%$920.4M———
Manufacturers Life Insurance Company, the
N/A—2,158,459-2,158,459-100%$907.8M———
Danske Bank A/S
N/A—2,157,941-2,157,941-100%$907.6M———
Prudential Financial Inc
N/A—2,106,475-2,106,475-100%$886.0M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—2,065,970-2,065,970-100%$868.9M———
Hudson Bay Capital Management LP
N/A—2,053,052-2,053,052-100%$863.5M———
Clearbridge Investments, LLC
N/A—2,051,446-2,051,446-100%$862.8M———
Fred Alger Management, LLC
N/A—2,008,337-2,008,337-100%$844.7M———
Korea Investment Corp
N/A—1,987,245-1,987,245-100%$835.8M———
Ensign Peak Advisors, Inc
N/A—1,984,604-1,984,604-100%$834.7M———
Natixis Advisors, LLC
N/A—1,949,867-1,949,867-100%$820.1M———
Mariner, LLC
N/A—1,893,990-1,893,990-100%$796.5M———
Bank of Nova Scotia
N/A—1,842,395-1,842,395-100%$774.9M———
Cerity Partners LLC
N/A—1,831,467-1,831,467-100%$278.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,803,666-1,803,666-100%$751.7M———
Bessemer Group Inc
N/A—1,792,889-1,792,889-100%$754.1M———
Quantinno Capital Management LP
N/A—1,758,733-1,758,733-100%$739.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,757,117-1,757,117-100%$739.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,723,115-1,723,115-100%$724.7M———
Schroder Investment Management Group
N/A—1,689,993-1,689,993-100%$710.8M———
Capitolis Liquid Global Markets LLC
N/A—1,623,903-1,623,903-100%$683.0M———
Rafferty Asset Management, LLC
N/A—1,596,029-1,596,029-100%$671.3M———
Royal London Asset Management LTD
N/A—1,576,565-1,576,565-100%$663.1M———
Storebrand Asset Management AS
N/A—1,561,958-1,561,958-100%$657.0M———
First Trust Advisors LP
N/A—1,508,238-1,508,238-100%$634.4M———
State of Wisconsin Investment Board
N/A—1,501,177-1,501,177-100%$631.4M———
TD Asset Management Inc
N/A—1,501,028-1,501,028-100%$631.3M———
Massachusetts Financial Services Co
N/A—1,476,812-1,476,812-100%$631.0M———
Treasurer of the State of North Carolina
N/A—1,452,800-1,452,800-100%$611.0M———
Vanguard Investments Australia, Ltd.
N/A—1,439,795-1,439,795-100%$605.6M———
Envestnet Asset Management Inc
N/A—1,405,450-1,405,450-100%$591.1M———
Chevy Chase Trust Holdings, LLC
N/A—1,362,410-1,362,410-100%$573.0M———
SEI Investments Co
N/A—1,335,968-1,335,968-100%$561.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,325,853-1,325,853-100%$557.7M———
Capstone Investment Advisors, LLC
N/A—1,322,989-1,322,989-100%$556.4M———
Allianz Asset Management GmbH
N/A—1,278,519-1,278,519-100%$537.7M———
Nomura Asset Management Co LTD
N/A—1,257,370-1,257,370-100%$528.8M———
Caisse de Depot ET Placement DU Quebec
N/A—1,246,039-1,246,039-100%$524.1M———
Toronto Dominion Bank
N/A—1,241,152-1,241,152-100%$522.0M———
Citadel Advisors LLC
N/A—1,226,238-1,226,238-100%$515.8M———
Squarepoint Ops LLC
N/A—1,192,753-1,192,753-100%$501.7M———
Credit Agricole S A
N/A—1,166,157-1,166,157-100%$490.5M———
Winslow Capital Management, LLC
N/A—1,150,181-1,150,181-100%$483.8M———
Public Employees Retirement System of Ohio
N/A—1,132,308-1,132,308-100%$476.2M———
Bank Hapoalim BM
N/A—1,125,788-1,125,788-100%$473.5M———
KLP Kapitalforvaltning AS
N/A—1,113,250-1,113,250-100%$468.2M———
Renaissance Technologies LLC
N/A—1,110,960-1,110,960-100%$467.3M———
AustralianSuper Pty Ltd
N/A—1,110,417-1,110,417-100%$467.0M———
Nordea Investment Management AB
N/A—1,109,755-1,109,755-100%$459.8M———
CIBC Bancorp USA Inc.
N/A—1,055,073-1,055,073-100%$443.6M———
Panagora Asset Management Inc
N/A—1,044,446-1,044,446-100%$439.3M———
Cetera Investment Advisers
N/A—1,008,225-1,008,225-100%$424.1M———
Federated Hermes, Inc.
N/A—997,974-997,974-100%$419.7M———
State of Tennessee, Department of Treasury
N/A—965,345-965,345-100%$406.0M———
Millennium Management LLC
N/A—962,443-962,443-100%$404.8M———
Acadian Asset Management LLC
N/A—961,495-961,495-100%$404.4M———
Nomura Holdings Inc
N/A—958,277-958,277-100%$403.1M———
Amova Asset Management Americas, Inc.
N/A—957,681-957,681-100%$402.5M———
HighTower Advisors, LLC
N/A—952,455-952,455-100%$400.6M———
Teacher Retirement System of Texas
N/A—915,687-915,687-100%$385.1M———
Purpose Unlimited Inc.
N/A—912,792-912,792-100%$383.9M———
Jones Financial Companies Lllp
N/A—911,808-911,808-100%$346.4M———
Tredje Ap-fonden
N/A—893,250-893,250-100%$375.7M———
DnB Asset Management AS
N/A—885,706-885,706-100%$372.5M———
Public Sector Pension Investment Board
N/A—864,452-864,452-100%$363.6M———
Worldquant Millennium Advisors LLC
N/A—851,661-851,661-100%$358.2M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—844,898-844,898-100%$355.4M———
Resona Asset Management Co.,Ltd.
N/A—823,608-823,608-100%$344.9M———
Menora Mivtachim Holdings Ltd.
N/A—817,031-817,031-100%$343.6M———
ING Groep NV
N/A—808,895-808,895-100%$340.2M———
Osaic Holdings, Inc.
N/A—806,491-806,491-100%$339.2M———
Public Employees Retirement Association of Colorado
N/A—804,843-804,843-100%$338.5M———
Nissay Asset Management Corp N
N/A—794,509-794,509-100%$334.2M———
MetLife Investment Management, LLC
N/A—760,555-760,555-100%$319.9M———
Tudor Investment Corp ET AL
N/A—759,222-759,222-100%$319.3M———
Stifel Financial Corp
N/A—749,828-749,828-100%$315.4M———
Blue Sparrow, LLC
N/A—737,984-737,984-100%$310.4M———
Baillie Gifford & Co
N/A—730,641-730,641-100%$307.3M———
Ossiam
N/A—714,245-714,245-100%$300.4M———
Focus Partners Wealth
N/A—703,534-703,534-100%$295.9M———
Empower Advisory Group, LLC
N/A—687,262-687,262-100%$289.1M———
Neuberger Berman Group LLC
N/A—668,759-668,759-100%$281.3M———
Man Group plc
N/A—658,974-658,974-100%$277.2M———
Mercer Global Advisors Inc
N/A—649,933-649,933-100%$273.4M———
Tidal Investments LLC
N/A—646,095-646,095-100%$271.7M———
Contrarius Group Holdings Ltd
N/A—643,163-643,163-100%$270.5M———
Woodline Partners LP
N/A—642,399-642,399-100%$270.2M———
Harvest Portfolios Group Inc.
N/A—624,137-624,137-100%$262.5M———
Capital International Sarl
N/A—608,198-608,198-100%$255.8M———
Macquarie Group LTD
N/A—597,742-597,742-100%$251.4M———
Gilder Gagnon Howe & Co LLC
N/A—569,259-569,259-100%$239.4M———
Lazard Asset Management LLC
N/A—553,524-553,524-100%$232.8M———
Viking Global Investors LP
N/A—547,816-547,816-100%$230.4M———
Pathstone Holdings, LLC
N/A—532,816-532,816-100%$224.5M———
USS Investment Management Ltd
N/A—532,480-532,480-100%$223.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—523,630-523,630-100%$220.2M———
Cable Car Capital, LPA
N/A—519,500-519,500-100%$218.5M———
Jane Street Group, LLC
N/A—519,457-519,457-100%$218.5M———
Aspiring Ventures, LLC
N/A—516,863-516,863-100%$217.4M———
Capital Fund Management S.A.
N/A—495,984-495,984-100%$208.6M———
Rockefeller Capital Management L.P.
N/A—495,615-495,615-100%$208.5M———
QRG Capital Management, Inc.
N/A—487,632-487,632-100%$205.1M———
LOS Angeles Capital Management LLC
N/A—478,701-478,701-100%$201.3M———
Trexquant Investment LP
N/A—475,664-475,664-100%$200.1M———
Mizuho Markets Americas LLC
N/A—472,800-472,800-100%$198.9M———
Zurich Insurance Group Ltd
N/A—472,304-472,304-100%$198.7M———
Jupiter Topco LLC
N/A—466,647-466,647-100%$196.2M———
Edgewood Management LLC
N/A—465,267-465,267-100%$195.7M———
Weiss Asset Management LP
N/A—455,491-455,491-100%$191.6M———
Utah Retirement Systems
N/A—443,539-443,539-100%$186.6M———
Police & Firemen's Retirement System of New Jersey
N/A—438,248-438,248-100%$184.3M———
HRT Financial LP
N/A—437,508-437,508-100%$184.0M———
Balyasny Asset Management L.P.
N/A—433,284-433,284-100%$182.2M———
O'shaughnessy Asset Management, LLC
N/A—431,726-431,726-100%$181.6M———
Guggenheim Capital LLC
N/A—426,332-426,332-100%$179.3M———
British Columbia Investment Management Corp
N/A—421,930-421,930-100%$177.5M———
Wealthfront Advisers LLC
N/A—419,025-419,025-100%$176.2M———
MML Investors Services, LLC
N/A—417,053-417,053-100%$175.4M———
Vanguard Personalized Indexing Management, LLC
N/A—414,776-414,776-100%$174.5M———
Varma Mutual Pension Insurance Co
N/A—413,723-413,723-100%$174.0M———
IEQ Capital, LLC
N/A—413,671-413,671-100%$174.0M———
NewEdge Advisors, LLC
N/A—409,932-409,932-100%$172.4M———
Omers Administration Corp
N/A—407,136-407,136-100%$171.2M———
D1 Capital Partners L.P.
N/A—401,900-401,900-100%$169.0M———
Caption Management, LLC
N/A—397,700-397,700-100%$167.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—390,184-390,184-100%$164.1M———
Vinva Investment Management Ltd
N/A—388,270-388,270-100%$159.9M———
Pureheart Capital Pte Ltd.
N/A—376,050-376,050-100%$158.2M———
Marex Group Ltd
N/A—365,126-365,126-100%$153.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—361,000-361,000-100%$151.8M———
Employees Retirement System of Texas
N/A—343,313-343,313-100%$144.4M———
Pinebridge Investments LLC
N/A—341,989-341,989-100%$143.8M———
M&T Bank Corp
N/A—340,345-340,345-100%$143.1M———
Walleye Capital LLC
N/A—332,911-332,911-100%$140.0M———
Nearwater Capital Markets, Ltd
N/A—332,000-332,000-100%$139.6M———
Northwestern Mutual Wealth Management Co
N/A—331,830-331,830-100%$139.6M———
Capital International LTD
N/A—326,294-326,294-100%$137.2M———
Sanctuary Advisors, LLC
N/A—323,359-323,359-100%$136.0M———
Baird Financial Group, Inc.
N/A—322,476-322,476-100%$135.6M———
Pacer Advisors, Inc.
N/A—321,571-321,571-100%$135.3M———
Intech Investment Management LLC
N/A—319,151-319,151-100%$134.2M———
Janney Montgomery Scott LLC
N/A—309,478-309,478-100%$130.2M———
Scge Management, L.P.
N/A—308,800-308,800-100%$129.9M———
Arrowstreet Capital, Limited Partnership
N/A—308,213-308,213-100%$129.6M———
Federation des caisses Desjardins du Quebec
N/A—306,844-306,844-100%$129.1M———
AE Wealth Management LLC
N/A—302,296-302,296-100%$127.1M———
Marathon Trading Investment Management LLC
N/A—300,827-300,827-100%$126.5M———
Ursa Fund Management, LLC
N/A—300,000-300,000-100%$126.2M———
Mediolanum International Funds Ltd
N/A—287,102-287,102-100%$118.2M———
Capital International, Inc.
N/A—285,735-285,735-100%$120.2M———
Zacks Investment Management
N/A—285,601-285,601-100%$120.1M———
Elo Mutual Pension Insurance Co
N/A—283,583-283,583-100%$119.3M———
Clear Street Group Inc.
N/A—283,458-283,458-100%$119.2M———
Prudential PLC
N/A—281,294-281,294-100%$118.3M———
Teachers Retirement System of the State of Kentucky
N/A—280,124-280,124-100%$117.8M———
Captrust Financial Advisors
N/A—275,306-275,306-100%$115.8M———
Blair William & Co
N/A—273,193-273,193-100%$114.9M———
Jain Global LLC
N/A—270,280-270,280-100%$113.7M———
Capula Management Ltd
N/A—270,235-270,235-100%$113.7M———
Allstate Corp
N/A—264,271-264,271-100%$111.2M———
Shelton Capital Management
N/A—260,546-260,546-100%$109.6M———
&partners
N/A—254,220-254,220-100%$107.0M———
LMR Partners LLP
N/A—251,840-251,840-100%$105.9M———
Banco Santander, S.A.
N/A—249,823-249,823-100%$105.1M———
Investment Management Corp of Ontario
N/A—247,631-247,631-100%$104.2M———
CloudAlpha Capital Management Limited Kong
N/A—243,300-243,300-100%$102.3M———
WIM Investment Management Ltd
N/A—243,230-243,230-100%$102.3M———
Whittier Trust Co
N/A—242,999-242,999-100%$102.0M———
Vident Advisory, LLC
N/A—241,669-241,669-100%$101.6M———
Norinchukin Bank, The
N/A—238,220-238,220-100%$100.2M———
Private Advisor Group, LLC
N/A—235,811-235,811-100%$99.2M———
East Coast Asset Management, Llc.
N/A—235,666-235,666-100%$99.1M———
Life Cycle Investment Partners Ltd
N/A—233,875-233,875-100%$98.4M———
Voleon Capital Management LP
N/A—229,701-229,701-100%$96.6M———
Alyeska Investment Group, L.P.
N/A—227,010-227,010-100%$95.5M———
Gotham Asset Management, LLC
N/A—223,026-223,026-100%$93.8M———
Mizuho Securities USA LLC
N/A—220,406-220,406-100%$92.7M———
Copos Capital B.V.
N/A—212,709-212,709-100%$89.5M———
Nomura Asset Management International Inc.
N/A—208,849-208,849-100%$87.8M———
Old Mission Capital LLC
N/A—208,584-208,584-100%$87.7M———
Danica Pension, Livsforsikringsaktieselskab
N/A—205,790-205,790-100%$86.6M———
Atreides Management, LP
N/A—204,275-204,275-100%$85.9M———
Atalanta Sosnoff Capital, LLC
N/A—204,216-204,216-100%$85.9M———
Hamilton Capital Partners Inc.
N/A—203,327-203,327-100%$85.5M———
Mufg Securities Emea plc
N/A—201,813-201,813-100%$84.9M———
Empowered Funds, LLC
N/A—201,519-201,519-100%$84.8M———
Cresset Asset Management, LLC
N/A—200,981-200,981-100%$84.5M———
FIL Ltd
N/A—199,708-199,708-100%$84.0M———
Saudi Central Bank
N/A—197,003-197,003-100%$82.9M———
Stony Point Capital LLC
N/A—192,952-192,952-100%$81.2M———
IHT Wealth Management, LLC
N/A—192,857-192,857-100%$81.1M———
Harvest Fund Management Co., Ltd
N/A—185,093-185,093-100%$77.8M———
TCW Group Inc
N/A—184,346-184,346-100%$77.5M———
Jupiter Asset Management LTD
N/A—182,794-182,794-100%$76.9M———
Aptus Capital Advisors, LLC
N/A—181,733-181,733-100%$76.4M———
Kentucky Retirement Systems
N/A—178,132-178,132-100%$74.9M———
Equitable Holdings, Inc.
N/A—170,697-170,697-100%$71.8M———
CIBC Capital Markets (Europe) S.A.
N/A—155,774-155,774-100%$65.5M———
Metis Global Partners, LLC
N/A—149,105-149,105-100%$62.7M———
CIBC World Market Inc.
N/A—148,812-148,812-100%$62.6M———
Bristol John W & Co Inc
N/A—148,181-148,181-100%$62.3M———
MAI Capital Management
N/A—145,539-145,539-100%$61.2M———
Sequoia Financial Advisors, LLC
N/A—144,986-144,986-100%$61.0M———
Johnson Investment Counsel Inc
N/A—144,067-144,067-100%$60.6M———
Steward Partners Investment Advisory, LLC
N/A—143,766-143,766-100%$60.5M———
Jacobs Levy Equity Management, Inc
N/A—141,170-141,170-100%$59.4M———
Daiichi Life Insurance Co., Ltd.
N/A—140,296-140,296-100%$59.0M———
Capital International Investors
N/A—140,224-140,224-100%$59.0M———
Schonfeld Strategic Advisors LLC
N/A—140,100-140,100-100%$58.9M———
IQ EQ Fund Management (Ireland) Ltd
N/A—139,879-139,879-100%$58.8M———
Integrated Wealth Concepts LLC
N/A—139,388-139,388-100%$58.6M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—138,900-138,900-100%$58.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—138,114-138,114-100%$58.1M———
Kadensa Capital Ltd
N/A—137,670-137,670-100%$57.9M———
PFG Investments, LLC
N/A—136,636-136,636-100%$57.5M———
Huntington National Bank
N/A—133,963-133,963-100%$56.3M———
Global Retirement Partners, LLC
N/A—133,093-133,093-100%$56.0M———
EP Wealth Advisors, LLC
N/A—131,616-131,616-100%$55.4M———
Commerce Bank
N/A—129,078-129,078-100%$54.3M———
Skandinaviska Enskilda Banken AB (publ)
N/A—125,496-125,496-100%$52.8M———
Capital Advisors Inc
N/A—125,377-125,377-100%$52.7M———
Wedbush Fund Advisers, LLC
N/A—124,425-124,425-100%$52.3M———
Stratos Wealth Partners, Ltd.
N/A—124,000-124,000-100%$52.2M———
Bleakley Financial Group, LLC
N/A—120,938-120,938-100%$50.9M———
Capricorn Investment Group LLC
N/A—120,000-120,000-100%$50.5M———
Independent Advisor Alliance
N/A—117,483-117,483-100%$49.4M———
Beacon Pointe Advisors, LLC
N/A—115,014-115,014-100%$48.4M———
Orion Porfolio Solutions, LLC
N/A—113,476-113,476-100%$47.7M———
Capital Wealth Planning, LLC
N/A—113,345-113,345-100%$47.7M———
United Capital Financial Advisors, LLC
N/A—112,891-112,891-100%$47.5M———
Rokos Capital Management LLP
N/A—111,476-111,476-100%$46.9M———
Scotia Capital Inc.
N/A—111,419-111,419-100%$46.9M———
Snowden Capital Advisors LLC
N/A—110,877-110,877-100%$46.6M———
Brevan Howard Capital Management LP
N/A—109,058-109,058-100%$45.9M———
Hamilton Capital Partners, LLC
N/A—106,769-106,769-100%$44.9M———
Summit Financial, LLC
N/A—104,547-104,547-100%$44.0M———
Wealthspire Advisors, LLC
N/A—104,461-104,461-100%$43.9M———
Groupama Asset Managment
N/A—103,089-103,089-100%$42.6M———
E Fund Management Co., Ltd.
N/A—102,095-102,095-100%$42.9M———
Whittier Trust Co of Nevada Inc
N/A—102,016-102,016-100%$41.1M———
Coldstream Capital Management Inc
N/A—101,503-101,503-100%$42.7M———
Summit Trail Advisors, LLC
N/A—101,456-101,456-100%$42.7M———
Caprock Group, LLC
N/A—100,882-100,882-100%$42.4M———
Clark Capital Management Group, Inc.
N/A—100,847-100,847-100%$42.4M———
Prospect Hill Management, LLC
N/A—100,786-100,786-100%$42.4M———
Advisory Services Network, LLC
N/A—100,729-100,729-100%$42.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—100,569-100,569-100%$42.3M———
Arax Advisory Partners
N/A—100,289-100,289-100%$42.2M———
Envestnet Portfolio Solutions, Inc.
N/A—99,244-99,244-100%$41.7M———
Vestmark Advisory Solutions, Inc.
N/A—99,212-99,212-100%$41.7M———
Callan Family Office, LLC
N/A—97,519-97,519-100%$41.0M———
Lord, Abbett & Co. LLC
N/A—97,311-97,311-100%$40.9M———
Gabelli Funds LLC
N/A—96,755-96,755-100%$40.7M———
Horizon Investments, LLC
N/A—96,742-96,742-100%$40.7M———
Ameritas Investment Partners, Inc.
N/A—94,218-94,218-100%$39.6M———
Keystone Financial Group
N/A—94,154-94,154-100%$39.6M———
Strategy Capital LLC
N/A—93,903-93,903-100%$39.5M———
Perennial Investment Advisors, LLC
N/A—93,847-93,847-100%$39.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—90,265-90,265-100%$38.0M———
CSM Advisors, LLC
N/A—89,311-89,311-100%$37.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—88,539-88,539-100%$37.1M———
Jaffetilchin Investment Partners, LLC
N/A—87,754-87,754-100%$36.9M———
Allianz SE
N/A—87,276-87,276-100%$36.7M———
Soros Fund Management LLC
N/A—86,846-86,846-100%$36.5M———
Polar Capital Holdings Plc
N/A—86,537-86,537-100%$36.4M———
Tao Capital Management LP
N/A—86,250-86,250-100%$36.3M———
Osmosis Investment Management UK Ltd
N/A—86,165-86,165-100%$36.2M———
SIH Partners, Lllp
N/A—85,832-85,832-100%$36.1M———
Tiaa Wealth Investment Management LLC
N/A—85,396-85,396-100%$35.9M———
Mufg Securities Americas Inc.
N/A—84,793-84,793-100%$35.7M———
Capital Impact Advisors, LLC
N/A—84,312-84,312-100%$35.5M———
CI Investments Inc.
N/A—83,598-83,598-100%$35.2M———
Empirical Finance, LLC
N/A—82,916-82,916-100%$34.9M———
O'Neil Global Advisors, Inc.
N/A—82,118-82,118-100%$34.5M———
NorthCoast Asset Management LLC
N/A—79,333-79,333-100%$33.4M———
Rathbones Group PLC
N/A—78,291-78,291-100%$32.9M———
GTS Securities LLC
N/A—78,140-78,140-100%$32.9M———
Clal Insurance Enterprises Holdings Ltd
N/A—78,037-78,037-100%$32.8M———
Glenmede Trust Co NA
N/A—77,451-77,451-100%$32.6M———
Banco BTG Pactual S.A.
N/A—77,042-77,042-100%$32.4M———
Krane Funds Advisors LLC
N/A—76,460-76,460-100%$32.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—73,922-73,922-100%$31.1M———
Tower Research Capital LLC (TRC)
N/A—73,845-73,845-100%$31.1M———
Sienna Gestion
N/A—73,310-73,310-100%$30.5M———
Capital Group Investment Management Pte. Ltd.
N/A—71,228-71,228-100%$30.0M———
Canada Post Corp Registered Pension Plan
N/A—70,955-70,955-100%$29.8M———
Savvy Advisors, Inc.
N/A—70,839-70,839-100%$29.8M———
Siemens Fonds Invest GmbH
N/A—70,714-70,714-100%$29.7M———
Tsai Capital Corp
N/A—70,574-70,574-100%$29.7M———
Brown Brothers Harriman & Co
N/A—69,846-69,846-100%$29.4M———
Kingsview Wealth Management, LLC
N/A—69,564-69,564-100%$29.3M———
Wahed Invest LLC
N/A—69,522-69,522-100%$29.2M———
Centaurus Financial, Inc.
N/A—68,681-68,681-100%$28.9M———
Intellectus Partners, LLC
N/A—68,301-68,301-100%$28.7M———
Focus Partners Advisor Solutions, LLC
N/A—67,442-67,442-100%$28.4M———
WCG Wealth Advisors LLC
N/A—66,884-66,884-100%$28.1M———
CreativeOne Wealth, LLC
N/A—65,823-65,823-100%$27.7M———
Bridgeway Capital Management, LLC
N/A—65,792-65,792-100%$27.7M———
Rheos Capital Works Inc.
N/A—65,000-65,000-100%$27.3M———
Stevens Capital Management LP
N/A—63,889-63,889-100%$26.9M———
Mutual Advisors, LLC
N/A—63,311-63,311-100%$26.6M———
Walleye Trading LLC
N/A—62,972-62,972-100%$26.5M———
Ameritas Advisory Services, LLC
N/A—62,866-62,866-100%$26.4M———
Oversea-Chinese Banking Corp Ltd
N/A—62,554-62,554-100%$24.7M———
Phoenix Financial Ltd.
N/A—60,885-60,885-100%$25.6M———
Himension Capital (Singapore) Pte. Ltd.
N/A—60,465-60,465-100%$25.4M———
Carroll Investors, Inc
N/A—60,013-60,013-100%$25.2M———
Atlantic Union Bankshares Corp
N/A—59,983-59,983-100%$25.2M———
Hollencrest Capital Management
N/A—59,982-59,982-100%$25.2M———
Coatue Management LLC
N/A—59,963-59,963-100%$25.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—59,804-59,804-100%$25.2M———
EFG International AG
N/A—59,375-59,375-100%$25.0M———
Bluespring Wealth Management, LLC
N/A—59,336-59,336-100%$25.0M———
Waverly Advisors, LLC
N/A—58,174-58,174-100%$24.5M———
NewEdge Wealth, LLC
N/A—57,986-57,986-100%$24.4M———
Gamco Investors, Inc. ET AL
N/A—57,749-57,749-100%$24.3M———
Meeder Advisory Services, Inc.
N/A—57,508-57,508-100%$24.2M———
Van Eck Associates Corp
N/A—57,461-57,461-100%$24.2M———
Vestcor Inc
N/A—56,046-56,046-100%$23.6M———
SC US (Ttgp), Ltd.
N/A—55,407-55,407-100%$23.3M———
Susquehanna Portfolio Strategies, LLC
N/A—54,799-54,799-100%$23.0M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—53,740-53,740-100%$22.6M———
Stephens Inc
N/A—53,706-53,706-100%$23.4M———
Westpac Banking Corp
N/A—53,667-53,667-100%$22.6M———
Financial Sense Advisors, Inc.
N/A—53,571-53,571-100%$22.5M———
Keel Point, LLC
N/A—53,247-53,247-100%$22.4M———
Hancock Whitney Corp
N/A—52,747-52,747-100%$22.2M———
Freestone Capital Holdings, LLC
N/A—52,525-52,525-100%$22.1M———
Foundations Investment Advisors, LLC
N/A—52,355-52,355-100%$22.0M———
AlTi Global, Inc.
N/A—51,170-51,170-100%$21.5M———
Westfield Capital Management Co LP
N/A—50,411-50,411-100%$21.2M———
Insigneo Advisory Services, LLC
N/A—50,181-50,181-100%$21.1M———
LGT Group Foundation
N/A—50,104-50,104-100%$21.1M———
Polar Asset Management Partners Inc.
N/A—50,000-50,000-100%$21.0M———
Berkley W R Corp
N/A—50,000-50,000-100%$21.0M———
Vienna Asset Management LLC
N/A—49,613-49,613-100%$20.9M———
Nwam LLC
N/A—49,512-49,512-100%$20.8M———
Brown Advisory Inc
N/A—49,451-49,451-100%$20.8M———
NWI Management LP
N/A—49,000-49,000-100%$20.6M———
RiverFront Investment Group, LLC
N/A—48,719-48,719-100%$20.5M———
Principal Securities, Inc.
N/A—48,304-48,304-100%$20.3M———
Castleark Management LLC
N/A—48,070-48,070-100%$20.2M———
NorthRock Partners, LLC
N/A—47,960-47,960-100%$20.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—47,838-47,838-100%$20.1M———
Belpointe Asset Management LLC
N/A—47,461-47,461-100%$20.0M———
Greenlea Lane Capital Management, LLC
N/A—47,390-47,390-100%$19.9M———
Composition Wealth, LLC
N/A—47,219-47,219-100%$19.9M———
Vega Investment Solutions
N/A—47,046-47,046-100%$19.1M———
Ballentine Partners, LLC
N/A—46,960-46,960-100%$19.8M———
Gladstone Institutional Advisory LLC
N/A—46,910-46,910-100%$19.7M———
Lombard Odier Asset Management (Europe) Ltd
N/A—46,897-46,897-100%$19.7M———
Curi Capital, LLC
N/A—46,884-46,884-100%$19.7M———
ARP Global Capital Ltd
N/A—46,774-46,774-100%$19.7M———
South Dakota Investment Council
N/A—45,376-45,376-100%$19.1M———
Banque Cantonale Vaudoise
N/A—44,725-44,725-100%$18.8M———
New Age Alpha Advisors, LLC
N/A—43,760-43,760-100%$18.4M———
Hantz Financial Services, Inc.
N/A—43,424-43,424-100%$18.3M———
OneDigital Investment Advisors LLC
N/A—43,236-43,236-100%$18.2M———
Anson Funds Management LPA
N/A—43,184-43,184-100%$18.2M———
Great Valley Advisor Group, Inc.
N/A—42,811-42,811-100%$18.0M———
Moneta Group Investment Advisors LLC
N/A—42,752-42,752-100%$18.0M———
Alerus Financial NA
N/A—42,569-42,569-100%$17.9M———
Kovack Advisors, Inc.
N/A—42,398-42,398-100%$17.9M———
Howard Hughes Medical Institute
N/A—41,177-41,177-100%$17.3M———
Maven Securities LTD
N/A—40,433-40,433-100%$17.0M———
World Investment Advisors
N/A—40,254-40,254-100%$15.3M———
Arini Capital Management Ltd
N/A—40,000-40,000-100%$16.8M———
Axiom Investors LLC
N/A—39,734-39,734-100%$16.7M———
DJE Kapital AG
N/A—39,355-39,355-100%$16.4M———
Pine Ridge Advisers LLC
N/A—38,610-38,610-100%$16.2M———
Pure Financial Advisors, LLC
N/A—38,300-38,300-100%$16.1M———
Smartleaf Asset Management LLC
N/A—38,242-38,242-100%$15.7M———
SIG Brokerage, LP
N/A—38,210-38,210-100%$16.1M———
Harbour Investments, Inc.
N/A—38,181-38,181-100%$16.1M———
One Capital Management, LLC
N/A—37,833-37,833-100%$14.1M———
Turner Financial Group, Inc.
N/A—37,311-37,311-100%$15.7M———
BTC Capital Management, Inc.
N/A—37,195-37,195-100%$15.6M———
Arkadios Wealth Advisors
N/A—37,118-37,118-100%$15.6M———
Benjamin Edwards Inc
N/A—37,105-37,105-100%$15.6M———
Acorns Advisers, LLC
N/A—36,762-36,762-100%$15.5M———
Nan Shan Life Insurance Co., Ltd.
N/A—36,422-36,422-100%$15.3M———
Pinnacle Financial Partners, Inc.
N/A—36,042-36,042-100%$15.2M———
Modern Wealth Management, LLC
N/A—35,452-35,452-100%$14.9M———
Bartlett & Co. Wealth Management LLC
N/A—35,437-35,437-100%$14.9M———
NWK Group, Inc.
N/A—35,210-35,210-100%$14.8M———
DRW Securities, LLC
N/A—35,194-35,194-100%$14.8M———
Checchi Capital Advisers, LLC
N/A—35,187-35,187-100%$14.8M———
Picton Mahoney Asset Management
N/A—34,936-34,936-100%$14.7M———
Western Wealth Management, LLC
N/A—33,789-33,789-100%$14.2M———
Cantor Fitzgerald, L. P.
N/A—33,458-33,458-100%$14.1M———
Martingale Asset Management L P
N/A—33,309-33,309-100%$14.0M———
Bragg Financial Advisors, Inc
N/A—33,299-33,299-100%$14.0M———
RWA Wealth Partners, LLC
N/A—33,016-33,016-100%$13.9M———
Ausdal Financial Partners, Inc.
N/A—32,561-32,561-100%$13.7M———
Matthew 25 Management Corp
N/A—32,500-32,500-100%$13.7M———
Twin Capital Management Inc
N/A—32,354-32,354-100%$13.6M———
Broadleaf Partners, LLC
N/A—31,933-31,933-100%$13.4M———
JT Stratford LLC
N/A—31,879-31,879-100%$13.4M———
Saba Capital Management, L.P.A
N/A—31,837-31,837-100%$13.4M———
Guardian Wealth Advisors, LLC / NC
N/A—31,696-31,696-100%$13.3M———
Advisory Alpha, LLC
N/A—31,453-31,453-100%$13.2M———
Westwood Holdings Group Inc
N/A—31,397-31,397-100%$13.2M———
Evercore Wealth Management, LLC
N/A—31,386-31,386-100%$13.2M———
Van Hulzen Asset Management, LLC
N/A—31,256-31,256-100%$13.1M———
Impax Asset Management Group plc
N/A—30,904-30,904-100%$13.0M———
Topsail Wealth Management, LLC
N/A—30,854-30,854-100%$13.0M———
Longitude (Cayman) Ltd.
N/A—30,600-30,600-100%$12.9M———
Sound View Wealth Advisors Group, LLC
N/A—29,777-29,777-100%$12.5M———
Emerald Investment Advisers, LLC
N/A—29,549-29,549-100%$12.4M———
Advisors Capital Management, LLC
N/A—29,536-29,536-100%$12.4M———
Riverview Capital Advisers, LLC
N/A—29,115-29,115-100%$12.2M———
First National Bank of Omaha
N/A—29,055-29,055-100%$12.1M———
Freestone Grove Partners LP
N/A—28,930-28,930-100%$12.2M———
Essex Financial Services, Inc.
N/A—27,802-27,802-100%$11.7M———
Vision Retirement, LLC
N/A—27,413-27,413-100%$11.5M———
Main Street Financial Solutions, LLC
N/A—27,409-27,409-100%$11.5M———
Syon Capital LLC
N/A—27,325-27,325-100%$11.5M———
Systematic Alpha Investments, LLC
N/A—27,229-27,229-100%$11.5M———
Beaird Harris Wealth Management, LLC
N/A—26,522-26,522-100%$11.2M———
Commerzbank Aktiengesellschaft
N/A—26,318-26,318-100%$11.1M———
Naviter Wealth, LLC
N/A—25,926-25,926-100%$10.9M———
BFC Planning, Inc.
N/A—25,688-25,688-100%$10.8M———
Rollins Financial Advisors, LLC
N/A—25,568-25,568-100%$10.8M———
Sphera Management Technology Funds Ltd
N/A—25,420-25,420-100%$10.7M———
Qtron Investments LLC
N/A—25,393-25,393-100%$10.7M———
Arete Wealth Advisors, LLC
N/A—25,318-25,318-100%$10.6M———
Exit Wealth Advisors, Llc.
N/A—25,255-25,255-100%$10.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—25,253-25,253-100%$10.6M———
Knollwood Investment Advisory, LLC
N/A—25,117-25,117-100%$10.6M———
1832 Asset Management L.P.
N/A—25,095-25,095-100%$10.6M———
Ostrum Asset Management
N/A—25,078-25,078-100%$10.5M———
Fidelis Capital Partners, LLC
N/A—24,994-24,994-100%$10.5M———
Spartan Wealth Advisory Services LLC
N/A—24,475-24,475-100%$10.3M———
Meridiem Capital Partners LP
N/A—24,252-24,252-100%$10.2M———
GW&K Investment Management, LLC
N/A—24,250-24,250-100%$10.2M———
Bollard Group LLC
N/A—24,224-24,224-100%$10.2M———
Financial Gravity Companies, Inc.
N/A—24,177-24,177-100%$10.2M———
Sumitomo Life Insurance Co
N/A—24,030-24,030-100%$10.1M———
LGT Fund Management Co Ltd.
N/A—23,909-23,909-100%$10.1M———
Genesis Financial Group, LLC
N/A—23,848-23,848-100%$10.0M———
Pine Valley Investments Ltd Liability Co
N/A—23,676-23,676-100%$10.0M———
Tyche Wealth Partners LLC
N/A—23,637-23,637-100%$9.9M———
Frec Markets, Inc.
N/A—23,333-23,333-100%$9.8M———
Unisphere Establishment
N/A—23,200-23,200-100%$9.8M———
Hodges Capital Management Inc.
N/A—23,134-23,134-100%$9.7M———
Geneos Wealth Management Inc.
N/A—23,109-23,109-100%$9.7M———
Financial Engines Advisors L.L.C.
N/A—22,951-22,951-100%$9.7M———
Destination Wealth Management
N/A—22,924-22,924-100%$9.6M———
Trivium Point Advisory, LLC
N/A—22,917-22,917-100%$9.6M———
Venturi Wealth Management, LLC
N/A—22,826-22,826-100%$9.6M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—22,712-22,712-100%$9.6M———
Dorsey & Whitney Trust Co LLC
N/A—22,696-22,696-100%$9.5M———
Occudo Quantitative Strategies LP
N/A—22,502-22,502-100%$9.5M———
XTX Topco Ltd
N/A—22,337-22,337-100%$9.4M———
Concentrum Wealth Management
N/A—22,336-22,336-100%$9.4M———
Wellspring Financial Advisors, LLC
N/A—22,223-22,223-100%$2.3M———
Denali Advisors LLC
N/A—22,027-22,027-100%$9.3M———
Transcend Capital Advisors, LLC
N/A—21,932-21,932-100%$9.2M———
Edgestream Partners, L.P.
N/A—21,649-21,649-100%$9.1M———
Quantitative Investment Management, LLC
N/A—21,586-21,586-100%$9.1M———
Meiji Yasuda Life Insurance Co
N/A—21,433-21,433-100%$9.0M———
FAS Wealth Partners, Inc.
N/A—21,409-21,409-100%$9.0M———
Z3 Capital Partners, LLC
N/A—21,138-21,138-100%$8.9M———
1776 Wealth LLC
N/A—21,026-21,026-100%$8.8M———
Hancock Prospecting Pty Ltd
N/A—20,837-20,837-100%$8.8M———
AssuredPartners Investment Advisors, LLC
N/A—20,666-20,666-100%$8.7M———
Peapack Gladstone Financial Corp
N/A—20,480-20,480-100%$8.6M———
Winton Group Ltd
N/A—20,455-20,455-100%$8.6M———
Cascade Financial Partners, LLC
N/A—20,254-20,254-100%$8.5M———
Circle Wealth Management, LLC
N/A—20,189-20,189-100%$8.5M———
ExodusPoint Capital Management, LP
N/A—20,084-20,084-100%$8.4M———
Quantbot Technologies LP
N/A—19,788-19,788-100%$8.3M———
Intrust Bank NA
N/A—19,709-19,709-100%$8.3M———
Quest Investment Management LLC
N/A—19,692-19,692-100%$8.3M———
Apriem Advisors
N/A—19,522-19,522-100%$8.2M———
McDonough Capital Management, Inc
N/A—19,486-19,486-100%$8.2M———
Rothschild Investment LLC
N/A—19,446-19,446-100%$8.2M———
L2 Asset Management, LLC
N/A—19,444-19,444-100%$8.2M———
Marsico Capital Management LLC
N/A—19,438-19,438-100%$8.2M———
Bienville Capital Management, LLC
N/A—19,401-19,401-100%$8.2M———
Strategic Financial Concepts, LLC
N/A—19,384-19,384-100%$8.2M———
Menlo Advisors LLC
N/A—19,140-19,140-100%$8.1M———
Proficio Capital Partners LLC
N/A—19,081-19,081-100%$8.0M———
Novare Capital Management LLC
N/A—18,912-18,912-100%$8.0M———
Mason & Associates Inc
N/A—18,813-18,813-100%$7.9M———
Waterloo Capital, L.P.
N/A—18,456-18,456-100%$7.8M———
OneAscent Financial Services LLC
N/A—18,418-18,418-100%$7.7M———
Conway Capital Management, Inc.
N/A—18,360-18,360-100%$7.7M———
Rehmann Capital Advisory Group
N/A—18,329-18,329-100%$7.7M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—18,260-18,260-100%$7.7M———
White Knight Strategic Wealth Advisors, LLC
N/A—18,004-18,004-100%$7.6M———
Marco Investment Management LLC
N/A—17,981-17,981-100%$7.6M———
K.J. Harrison & Partners Inc
N/A—17,889-17,889-100%$7.5M———
Edmond de Rothschild Holding S.A.
N/A—17,818-17,818-100%$7.5M———
Sand Hill Global Advisors, LLC
N/A—17,705-17,705-100%$7.4M———
Concentric Capital Strategies, LP
N/A—17,594-17,594-100%$7.4M———
Bank of Hawaii
N/A—17,577-17,577-100%$7.4M———
Ethos Financial Group, LLC
N/A—17,472-17,472-100%$6.0M———
Itau Unibanco Holding S.A.
N/A—16,963-16,963-100%$7.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,913-16,913-100%$7.1M———
D L Carlson Investment Group Inc
N/A—16,899-16,899-100%$7.1M———
Legacy Financial Advisors, Inc.
N/A—16,848-16,848-100%$7.1M———
Bridgewealth Advisory Group, LLC
N/A—16,745-16,745-100%$7.0M———
Pacific Point Advisors, LLC
N/A—16,718-16,718-100%$7.0M———
Algert Global LLC
N/A—16,709-16,709-100%$7.0M———
Laffer Tengler Investments, Inc.
N/A—16,689-16,689-100%$7.0M———
Advisors Asset Management, Inc.
N/A—16,617-16,617-100%$7.0M———
Coppell Advisory Solutions LLC
N/A—16,585-16,585-100%$4.4M———
HighPoint Advisor Group LLC
N/A—16,585-16,585-100%$7.0M———
Sivia Capital Partners, LLC
N/A—16,538-16,538-100%$7.0M———
National Philanthropic Trust
N/A—16,524-16,524-100%$6.9M———
Maridea Wealth Management LLC
N/A—16,482-16,482-100%$6.9M———
Erste Asset Management GmbH
N/A—16,341-16,341-100%$6.7M———
Hillsdale Investment Management Inc.
N/A—16,281-16,281-100%$6.8M———
Nicolet Bankshares Inc
N/A—16,214-16,214-100%$6.8M———
Evolve Private Wealth, LLC
N/A—16,147-16,147-100%$6.8M———
Sargent Investment Group, LLC
N/A—15,903-15,903-100%$6.7M———
Fortis Capital Advisors, LLC
N/A—15,882-15,882-100%$6.7M———
Jump Financial, LLC
N/A—15,879-15,879-100%$6.7M———
Nicholas Investment Partners, LP
N/A—15,634-15,634-100%$6.6M———
SageView Advisory Group, LLC
N/A—15,581-15,581-100%$6.6M———
Alcosta Capital Management, Inc.
N/A—15,411-15,411-100%$6.5M———
Tradition Wealth Management, LLC
N/A—15,379-15,379-100%$6.5M———
Kiley Juergens Wealth Management, LLC
N/A—15,310-15,310-100%$6.4M———
Texas Yale Capital Corp.
N/A—15,129-15,129-100%$6.4M———
PCM Encore, LLC
N/A—15,012-15,012-100%$6.3M———
New Insight Wealth Advisors
N/A—14,972-14,972-100%$6.3M———
Dynasty Wealth Management, LLC
N/A—14,894-14,894-100%$6.3M———
SBI Okasan Asset Management Co.Ltd.
N/A—14,871-14,871-100%$6.1M———
Longaeva Partners L.P.
N/A—14,761-14,761-100%$6.2M———
Prosperity Consulting Group, LLC
N/A—14,756-14,756-100%$6.2M———
Oxinas Partners, LLC
N/A—14,716-14,716-100%$6.2M———
ABN Amro Bank N.V.
N/A—14,519-14,519-100%$6.1M———
Morse Asset Management, Inc
N/A—14,513-14,513-100%$6.1M———
Fiduciary Trust Co
N/A—14,390-14,390-100%$6.1M———
Cary Street Partners Financial LLC
N/A—14,307-14,307-100%$6.0M———
Quotient Wealth Partners, LLC
N/A—14,301-14,301-100%$6.0M———
First National Advisers, LLC
N/A—14,257-14,257-100%$6.0M———
Legend Capital Advisors LLC
N/A—14,136-14,136-100%$5.9M———
Liberty Wealth Management LLC
N/A—14,101-14,101-100%$5.2M———
Simmons Bank
N/A—14,089-14,089-100%$5.9M———
Dakota Wealth Management
N/A—14,079-14,079-100%$5.9M———
Crewe Advisors LLC
N/A—14,032-14,032-100%$5.9M———
Centiva Capital, LP
N/A—13,829-13,829-100%$5.8M———
Drive Wealth Management, LLC
N/A—13,765-13,765-100%$5.8M———
Spahn Wealth & Retirement LLC
N/A—13,744-13,744-100%$5.8M———
Scopus Asset Management, L.P.
N/A—13,650-13,650-100%$5.7M———
Infusive Asset Management Inc.
N/A—13,529-13,529-100%$5.7M———
Deltroit Asset Management (UK) LLP
N/A—13,319-13,319-100%$5.6M———
CCG Wealth Management, LLC
N/A—13,305-13,305-100%$5.6M———
Performance Wealth Partners, LLC
N/A—13,298-13,298-100%$5.6M———
Silvercrest Asset Management Group LLC
N/A—13,192-13,192-100%$5.5M———
Peregrine Asset Advisers, Inc.
N/A—13,175-13,175-100%$5.5M———
Bridgewater Advisors Inc.
N/A—13,035-13,035-100%$4.2M———
IFG Advisory, LLC
N/A—13,003-13,003-100%$5.5M———
Ally Financial Inc.
N/A—13,000-13,000-100%$5.5M———
Douglass Winthrop Advisors, LLC
N/A—12,951-12,951-100%$5.4M———
Main Street Research LLC
N/A—12,943-12,943-100%$5.4M———
Choate Investment Advisors
N/A—12,880-12,880-100%$5.4M———
FWL Investment Management, LLC
N/A—12,817-12,817-100%$5.4M———
Sfmg, LLC
N/A—12,775-12,775-100%$5.4M———
Range Advisory, LLC
N/A—12,766-12,766-100%$5.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—12,649-12,649-100%$5.3M———
Ironwood Investment Counsel, LLC
N/A—12,451-12,451-100%$5.2M———
Zhang Financial LLC
N/A—12,356-12,356-100%$5.2M———
Schnieders Capital Management, Llc.
N/A—12,352-12,352-100%$5.2M———
Bridges Investment Management Inc
N/A—12,318-12,318-100%$5.2M———
Pallas Capital Advisors LLC
N/A—12,317-12,317-100%$5.2M———
Berger Financial Group, Inc
N/A—12,308-12,308-100%$5.2M———
Xcelsior Advisor Partners LLC
N/A—12,130-12,130-100%$5.1M———
Kintra Wealth, LLC
N/A—11,955-11,955-100%$4.1M———
Connable Office Inc
N/A—11,878-11,878-100%$5.0M———
Gilbert & Cook, Inc.
N/A—11,836-11,836-100%$5.0M———
Atlas Legacy Advisors, LLC
N/A—11,836-11,836-100%$5.0M———
Adams Wealth Management
N/A—11,723-11,723-100%$4.9M———
CacheTech Inc.
N/A—11,723-11,723-100%$4.9M———
Mcguire Capital Advisors Inc
N/A—11,718-11,718-100%$4.9M———
Townsquare Capital LLC
N/A—11,625-11,625-100%$4.9M———
RIK Saylor Financial, Inc.
N/A—11,605-11,605-100%$4.9M———
Keebeck Wealth Management
N/A—11,601-11,601-100%$4.9M———
Fortis Capital Management LLC
N/A—11,531-11,531-100%$4.9M———
MainStreet Investment Advisors LLC
N/A—11,523-11,523-100%$4.8M———
Legato Capital Management LLC
N/A—11,490-11,490-100%$4.8M———
Quent Capital, LLC
N/A—11,488-11,488-100%$4.8M———
NCP Inc.
N/A—11,400-11,400-100%$4.8M———
University of Illinois Foundation
N/A—11,249-11,249-100%$4.7M———
King Wealth Management Group
N/A—11,126-11,126-100%$4.7M———
Oder Investment Management, LLC
N/A—11,098-11,098-100%$4.7M———
Niles Investment Management, LLC
N/A—11,084-11,084-100%$4.7M———
Leavell Investment Management, Inc.
N/A—11,071-11,071-100%$4.7M———
W1m Asset Management Ltd
N/A—11,061-11,061-100%$4.6M———
Vectors Research Management, LLC
N/A—11,015-11,015-100%$4.6M———
SCS Capital Management LLC
N/A—10,977-10,977-100%$4.6M———
Kerr Financial Planning Corp
N/A—10,875-10,875-100%$4.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—10,867-10,867-100%$4.6M———
ACT Capital Management, LLC
N/A—10,800-10,800-100%$4.5M———
Accent Capital Management, LLC
N/A—10,704-10,704-100%$4.5M———
Everpar Advisors LLC
N/A—10,497-10,497-100%$4.4M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—10,492-10,492-100%$4.4M———
LM Advisors LLC
N/A—10,434-10,434-100%$4.4M———
Liontrust Investment Partners LLP
N/A—10,326-10,326-100%$4.3M———
M3 Wealth Management, LLC
N/A—10,303-10,303-100%$4.3M———
Thoroughbred Financial Services, LLC
N/A—10,282-10,282-100%$4.3M———
Coastal Bridge Advisors, LLC
N/A—10,243-10,243-100%$4.3M———
Avant Capital LLC
N/A—10,242-10,242-100%$4.3M———
GeoWealth Management, LLC
N/A—10,193-10,193-100%$4.3M———
Betterment LLC
N/A—10,158-10,158-100%$4.3M———
Kirtland Hills Capital Management, LLC
N/A—10,150-10,150-100%$4.3M———
Fukoku Mutual Life Insurance Co
N/A—10,134-10,134-100%$4.3M———
Smith, Moore & Co.
N/A—10,087-10,087-100%$4.2M———
RK Capital Management, LLC
N/A—10,000-10,000-100%$4.2M———
Consolidated Portfolio Review Corp
N/A—9,910-9,910-100%$4.2M———
Redwood Investment Management, LLC
N/A—9,854-9,854-100%$4.1M———
Invictus Private Wealth, LLC
N/A—9,809-9,809-100%$4.1M———
Impact Partnership Wealth, LLC
N/A—9,802-9,802-100%$4.1M———
Brendel Financial Advisors LLC
N/A—9,748-9,748-100%$4.1M———
Magnolia Private Wealth, LLC
N/A—9,729-9,729-100%$4.1M———
Rosenblum Silverman Sutton S F Inc
N/A—9,720-9,720-100%$4.1M———
Stock Yards Bank & Trust Co
N/A—9,704-9,704-100%$4.1M———
Vance Wealth, LLC
N/A—9,656-9,656-100%$4.1M———
Silver OAK Securities, Incorporated
N/A—9,637-9,637-100%$4.1M———
Continuum Advisory, LLC
N/A—9,613-9,613-100%$4.0M———
Fayez Sarofim & Co
N/A—9,564-9,564-100%$4.0M———
CVA Family Office, LLC
N/A—9,486-9,486-100%$4.0M———
Mark Sheptoff Financial Planning, LLC
N/A—9,469-9,469-100%$4.0M———
Gateway Wealth Partners, LLC
N/A—9,463-9,463-100%$4.0M———
Continental Investors Services, Inc.
N/A—9,392-9,392-100%$3.0M———
Sharpepoint LLC
N/A—9,389-9,389-100%$3.9M———
IMA Advisory Services, Inc.
N/A—9,360-9,360-100%$3.9M———
Anchor Investment Management, LLC
N/A—9,359-9,359-100%$3.9M———
Ranch Capital Advisors Inc.
N/A—9,358-9,358-100%$3.9M———
Pasadena Private Wealth, LLC
N/A—9,323-9,323-100%$3.9M———
Texas Capital Bank Wealth Management Services Inc
N/A—9,292-9,292-100%$3.9M———
TRB Wealth Management, LLC
N/A—9,284-9,284-100%$3.9M———
Havemeyer Place LP
N/A—9,236-9,236-100%$3.9M———
Pgim Custom Harvest LLC
N/A—9,203-9,203-100%$3.9M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—9,160-9,160-100%$3.9M———
Momentum Wealth Planning, LLC
N/A—9,156-9,156-100%$3.9M———
SHP Wealth Management
N/A—9,151-9,151-100%$3.8M———
Cofg Advisors, LLC
N/A—9,016-9,016-100%$3.8M———
West Family Investments, Inc.
N/A—8,985-8,985-100%$3.8M———
Polen Capital Management LLC
N/A—8,974-8,974-100%$3.8M———
Monetary Management Group Inc
N/A—8,938-8,938-100%$3.8M———
Proactive Wealth Strategies LLC
N/A—8,880-8,880-100%$3.7M———
Centric Wealth Management
N/A—8,875-8,875-100%$3.5M———
CNB Bank
N/A—8,865-8,865-100%$3.7M———
Wealthspire Retirement, LLC
N/A—8,747-8,747-100%$3.6M———
Hilltop Partners LLC
N/A—8,728-8,728-100%$3.7M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,683-8,683-100%$3.7M———
Synergy Financial Group, LTD
N/A—8,666-8,666-100%$3.6M———
Optas, LLC
N/A—8,663-8,663-100%$3.6M———
Pacific SUN Financial Corp
N/A—8,502-8,502-100%$3.6M———
Twin Peaks Wealth Advisors, LLC
N/A—8,457-8,457-100%$3.6M———
First Foundation Advisors
N/A—8,449-8,449-100%$3.6M———
TFR Capital, Llc.
N/A—8,444-8,444-100%$3.6M———
Silvant Capital Management LLC
N/A—8,354-8,354-100%$3.5M———
Ketron Financial
N/A—8,258-8,258-100%$3.5M———
RNC Capital Management LLC
N/A—8,249-8,249-100%$3.5M———
DV Trading LLC
N/A—8,223-8,223-100%$3.3M———
Alteri Wealth LLC
N/A—8,216-8,216-100%$3.5M———
Wealth Alliance, LLC
N/A—8,196-8,196-100%$3.4M———
Hamilton Wealth, LLC
N/A—8,117-8,117-100%$3.4M———
Pinnacle Family Advisors, LLC
N/A—8,105-8,105-100%$3.4M———
Maniro Ltd
N/A—8,100-8,100-100%$3.4M———
F/m Investments LLC
N/A—8,017-8,017-100%$3.4M———
Tidemark, LLC
N/A—8,014-8,014-100%$3.4M———
Eaton Financial Holdings Company, LLC
N/A—7,995-7,995-100%$3.4M———
Rothschild Capital Partners, LLC
N/A—7,986-7,986-100%$3.4M———
Hilltop Holdings Inc.
N/A—7,925-7,925-100%$3.3M———
Bitterroot Capital Advisors LLC
N/A—7,900-7,900-100%$3.4M———
United Bank
N/A—7,898-7,898-100%$3.3M———
Strategic Investment Advisors / MI
N/A—7,861-7,861-100%$3.3M———
Wrapmanager Inc
N/A—7,859-7,859-100%$3.3M———
Cambient Family Office, LLC
N/A—7,812-7,812-100%$3.3M———
Stratos Wealth Advisors, LLC
N/A—7,735-7,735-100%$3.3M———
Heartland Bank & Trust Co
N/A—7,715-7,715-100%$3.2M———
Cyber Hornet ETFs LLC
N/A—7,678-7,678-100%$3.2M———
All Terrain Financial Advisors, LLC
N/A—7,613-7,613-100%$3.2M———
Basecamp Wealth Advisors LLC
N/A—7,591-7,591-100%$3.2M———
Morris Financial Concepts, Inc.
N/A—7,588-7,588-100%$3.2M———
Argent Trust Co
N/A—7,587-7,587-100%$3.2M———
Strategic Wealth Partners, Ltd.
N/A—7,565-7,565-100%$3.2M———
Rothschild Wealth LLC
N/A—7,563-7,563-100%$3.2M———
Westmount Partners, LLC
N/A—7,531-7,531-100%$3.2M———
Advyzon Investment Management, LLC
N/A—7,529-7,529-100%$3.2M———
Garden State Investment Advisory Services LLC
N/A—7,527-7,527-100%$3.2M———
Mayflower Financial Advisors, LLC
N/A—7,512-7,512-100%$3.2M———
Iron Gate Global Advisors LLC
N/A—7,481-7,481-100%$3.1M———
SOA Wealth Advisors, Llc.
N/A—7,479-7,479-100%$768.6K———
MJP Associates Inc
N/A—7,448-7,448-100%$3.1M———
Sagewood Asset Management LP
N/A—7,413-7,413-100%$3.1M———
Ancora Advisors LLCA
N/A—7,413-7,413-100%$3.1M———
Icon Wealth Advisors, LLC
N/A—7,380-7,380-100%$3.1M———
HM Payson & Co
N/A—7,330-7,330-100%$3.1M———
Susquehanna Fundamental Investments, LLC
N/A—7,325-7,325-100%$3.1M———
Odyssean, LLC
N/A—7,314-7,314-100%$3.1M———
EWA, LLC
N/A—7,290-7,290-100%$3.1M———
CFO4Life Group, LLC
N/A—7,216-7,216-100%$3.0M———
S&CO Inc
N/A—7,181-7,181-100%$3.0M———
Cape COD Five Cents Savings Bank
N/A—7,168-7,168-100%$3.0M———
Elequin Capital, LP
N/A—7,123-7,123-100%$3.0M———
Shepherd Wealth Management Ltd Liability Co
N/A—7,027-7,027-100%$2.4M———
Northstar Advisory Group, LLC
N/A—7,016-7,016-100%$3.0M———
Monetta Financial Services Inc
N/A—7,000-7,000-100%$2.9M———
X-Square Capital, LLC
N/A—6,978-6,978-100%$2.9M———
Octavia Wealth Advisors, LLC
N/A—6,974-6,974-100%$2.9M———
Cambria Investment Management, L.P.
N/A—6,962-6,962-100%$2.9M———
Cardiff Park Advisors, LLC
N/A—6,936-6,936-100%$2.9M———
Coastwise Capital Group, LLC
N/A—6,923-6,923-100%$2.9M———
MRP Capital Investments, LLC
N/A—6,873-6,873-100%$2.9M———
Thompson David Blair
N/A—6,838-6,838-100%$2.9M———
Evelyn Partners Group Ltd
N/A—6,815-6,815-100%$2.9M———
One Wealth Advisors, LLC
N/A—6,812-6,812-100%$2.9M———
Strategies Wealth Advisors, LLC
N/A—6,802-6,802-100%$2.9M———
Family Manage LLC
N/A—6,792-6,792-100%$2.9M———
LaSalle St. Investment Advisors, LLC
N/A—6,777-6,777-100%$2.9M———
Emissary Wealth LLC
N/A—6,765-6,765-100%$2.8M———
Secured Retirement Advisors, LLC
N/A—6,765-6,765-100%$2.8M———
Ruggiero Investments, Inc.
N/A—6,754-6,754-100%$2.8M———
Stonebrook Private Inc.
N/A—6,658-6,658-100%$2.8M———
Goldstone Financial Group, LLC
N/A—6,654-6,654-100%$2.8M———
Klcm Advisors, Inc.
N/A—6,641-6,641-100%$2.8M———
Landscape Capital Management, L.L.C.
N/A—6,585-6,585-100%$2.8M———
Drucker Wealth 3.0, LLC
N/A—6,577-6,577-100%$2.8M———
RED Reef Advisors LLC
N/A—6,576-6,576-100%$2.8M———
Aristotle Atlantic Partners, LLC
N/A—6,572-6,572-100%$2.8M———
Summit Wealth & Retirement Planning, Inc.
N/A—6,560-6,560-100%$2.8M———
Mars Jewett Financial Group, Inc.
N/A—6,538-6,538-100%$2.7M———
Mosaic Family Wealth Partners, LLC
N/A—6,523-6,523-100%$2.7M———
SouthState Bank Corp
N/A—6,516-6,516-100%$2.7M———
Red Door Wealth Management, LLC
N/A—6,505-6,505-100%$2.7M———
Sora Investors LLC
N/A—6,500-6,500-100%$2.7M———
Strait & Sound Wealth Management LLC
N/A—6,489-6,489-100%$2.7M———
Brookwood Investment Group LLC
N/A—6,488-6,488-100%$2.7M———
Integrity Wealth Solutions LLC
N/A—6,457-6,457-100%$2.7M———
Strategic Financial Services, Inc.
N/A—6,447-6,447-100%$2.7M———
Webster Bank, N. A.
N/A—6,439-6,439-100%$2.7M———
CIM Investment Management Inc
N/A—6,413-6,413-100%$2.7M———
Camelot Portfolios, LLC
N/A—6,400-6,400-100%$2.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—6,399-6,399-100%$2.7M———
US Asset Management LLC
N/A—6,395-6,395-100%$2.7M———
One Wealth Management Investment & Advisory Services, LLC
N/A—6,352-6,352-100%$2.7M———
Henson-Edgewater Management, LLC
N/A—6,327-6,327-100%$2.1M———
Atom Investors LP
N/A—6,300-6,300-100%$2.6M———
GSA Capital Partners LLP
N/A—6,266-6,266-100%$2.6M———
Blackhawk Capital Partners, LLC
N/A—6,264-6,264-100%$2.6M———
Sequent Planning LLC
N/A—6,235-6,235-100%$2.6M———
Mirabaud Asset Management Ltd
N/A—6,232-6,232-100%$2.6M———
Greenline Wealth Management LLC
N/A—6,158-6,158-100%$2.6M———
Aquatic Capital Management LLC
N/A—6,122-6,122-100%$2.6M———
Counterweight Ventures, LLC
N/A—6,101-6,101-100%$2.6M———
Flputnam Investment Management Co
N/A—6,054-6,054-100%$2.5M———
Waddell & Associates, LLC
N/A—6,042-6,042-100%$2.5M———
Spark Investment Management LLC
N/A—6,000-6,000-100%$2.5M———
SkyView Investment Advisors, LLC
N/A—6,000-6,000-100%$2.5M———
LRI Investments, LLC
N/A—5,963-5,963-100%$2.5M———
Khazanah Nasional Berhad
N/A—5,936-5,936-100%$2.5M———
HHM Wealth Advisors, LLC
N/A—5,904-5,904-100%$2.5M———
Benson Wealth Management Inc
N/A—5,901-5,901-100%$2.5M———
Florida Financial Advisors, LLC
N/A—5,883-5,883-100%$2.5M———
IKE Capital, LLC
N/A—5,880-5,880-100%$2.5M———
Entropy Technologies, LP
N/A—5,878-5,878-100%$2.5M———
Alexander Labrunerie & Co., Inc.
N/A—5,873-5,873-100%$2.5M———
Calydon Capital
N/A—5,843-5,843-100%$2.5M———
KKM Financial LLC
N/A—5,840-5,840-100%$2.5M———
SageGuard Financial Group, LLC
N/A—5,814-5,814-100%$2.4M———
Pursue Wealth Partners LLC
N/A—5,809-5,809-100%$2.4M———
Stratos Investment Management, LLC
N/A—5,791-5,791-100%$2.4M———
Financial Avengers, Inc.
N/A—5,785-5,785-100%$2.4M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—5,740-5,740-100%$2.4M———
Connors Investor Services Inc
N/A—5,729-5,729-100%$2.4M———
Regal Investment Advisors LLC
N/A—5,726-5,726-100%$2.4M———
KMT Wealth Management, LLC
N/A—5,663-5,663-100%$2.4M———
Prospect Financial Services LLC
N/A—5,657-5,657-100%$2.4M———
Investments & Financial Planning, LLC
N/A—5,634-5,634-100%$2.4M———
Advance Capital Management, Inc.
N/A—5,624-5,624-100%$2.4M———
Compass Capital Corp
N/A—5,580-5,580-100%$1.8M———
Saiph Capital, LLC
N/A—5,567-5,567-100%$2.3M———
City National Bank of Florida
N/A—5,559-5,559-100%$2.3M———
Investment Advisory Group, LLC
N/A—5,530-5,530-100%$2.3M———
Twin Tree Management, LP
N/A—5,513-5,513-100%$2.3M———
Caerus Investment Advisors, LLC
N/A—5,482-5,482-100%$2.3M———
Summitry LLC
N/A—5,468-5,468-100%$2.3M———
Next Century Growth Investors LLC
N/A—5,436-5,436-100%$2.3M———
Courage Capital Management LLC
N/A—5,380-5,380-100%$2.3M———
Legacy Wealth Advisors, LLC
N/A—5,369-5,369-100%$2.3M———
Davis R M Inc
N/A—5,363-5,363-100%$2.3M———
Madison Wealth Partners, Inc
N/A—5,360-5,360-100%$2.3M———
Libra Wealth LLC
N/A—5,318-5,318-100%$2.2M———
Safeguard Investment Advisory Group, LLC
N/A—5,265-5,265-100%$2.2M———
Alta Wealth Advisors LLC
N/A—5,260-5,260-100%$2.2M———
M1 Capital Management LLC
N/A—5,254-5,254-100%$2.2M———
Bouchey Financial Group, Ltd.
N/A—5,240-5,240-100%$2.2M———
Lifeworks Advisors, LLC
N/A—5,225-5,225-100%$2.2M———
Stonebridge Financial Group, LLC
N/A—5,215-5,215-100%$2.2M———
Owen LaRue, LLC
N/A—5,214-5,214-100%$2.2M———
Sassicaia Capital Advisers LLC
N/A—5,200-5,200-100%$2.2M———
Aventura Private Wealth, LLC
N/A—5,194-5,194-100%$2.2M———
Cozad Asset Management Inc
N/A—5,188-5,188-100%$2.2M———
Sierra Capital LLC
N/A—5,185-5,185-100%$2.2M———
Hite Hedge Asset Management LLC
N/A—5,162-5,162-100%$2.2M———
Dumac, Inc.
N/A—5,146-5,146-100%$2.2M———
BlackDiamond Wealth Management, LLC
N/A—5,134-5,134-100%$1.7M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—5,129-5,129-100%$2.2M———
New Republic Capital, LLC
N/A—5,125-5,125-100%$2.2M———
Ellevest, Inc.
N/A—5,114-5,114-100%$2.0M———
Wall Street Financial Group, Inc.
N/A—5,111-5,111-100%$2.1M———
Rice Partnership, LLC
N/A—5,080-5,080-100%$2.1M———
BlueStem Wealth Partners, LLC
N/A—5,073-5,073-100%$2.1M———
Glen Eagle Advisors, LLC
N/A—5,057-5,057-100%$2.1M———
Elevation Advisory Partners LLC
N/A—5,043-5,043-100%$1.9M———
Southeast Asset Advisors, LLC
N/A—5,041-5,041-100%$2.1M———
Becker Capital Management Inc
N/A—5,038-5,038-100%$2.1M———
Wick Capital Partners, LLC
N/A—5,026-5,026-100%$2.1M———
Headlands Technologies LLC
N/A—4,996-4,996-100%$2.1M———
Transamerica Financial Advisors, LLC
N/A—4,985-4,985-100%$2.1M———
Access Financial Services, Inc.
N/A—4,955-4,955-100%$2.1M———
Highview Capital Management LLC
N/A—4,914-4,914-100%$2.1M———
Founders Financial Alliance, LLC
N/A—4,898-4,898-100%$2.1M———
IFC Advisors LLC
N/A—4,882-4,882-100%$2.1M———
Prelude Capital Management, LLC
N/A—4,850-4,850-100%$2.0M———
Faithward Advisors, LLC
N/A—4,833-4,833-100%$2.0M———
Magnolia Capital Advisors LLC
N/A—4,817-4,817-100%$2.0M———
Keating Financial Advisory Services, Inc.
N/A—4,800-4,800-100%$2.0M———
Bull Harbor Capital LLC
N/A—4,799-4,799-100%$2.0M———
Scientech Research LLC
N/A—4,794-4,794-100%$2.0M———
Jackson Thornton Wealth Management, LLC
N/A—4,789-4,789-100%$2.0M———
Fortress Private Ledger, LLC
N/A—4,787-4,787-100%$2.0M———
Strategic Investment Solutions, Inc.
N/A—4,750-4,750-100%$2.0M———
Seeds Investor LLC
N/A—4,708-4,708-100%$2.0M———
Fort Point Capital Partners LLC
N/A—4,679-4,679-100%$2.0M———
Ballast Advisors LLC
N/A—4,656-4,656-100%$2.0M———
Baader Bank Aktiengesellschaft
N/A—4,650-4,650-100%$2.0M———
White Wing Wealth Management
N/A—4,631-4,631-100%$1.9M———
Crux Wealth Advisors
N/A—4,627-4,627-100%$1.9M———
Stoneridge Investment Partners LLC
N/A—4,623-4,623-100%$1.4K———
Sittner & Nelson, LLC
N/A—4,610-4,610-100%$1.9M———
Cary Street Partners Investment Advisory LLC
N/A—4,605-4,605-100%$1.9M———
Calton & Associates, Inc.
N/A—4,605-4,605-100%$1.9M———
Delta Investment Management, LLC
N/A—4,566-4,566-100%$1.9M———
Cvfg LLC
N/A—4,559-4,559-100%$1.9M———
Hills Bank & Trust Co
N/A—4,554-4,554-100%$1.9M———
Intrepid Capital Management Inc
N/A—4,546-4,546-100%$1.9M———
Financial Advisors Network, Inc.
N/A—4,542-4,542-100%$1.9M———
Altshuler Shaham Ltd
N/A—4,536-4,536-100%$1.9M———
Sachetta, LLC
N/A—4,528-4,528-100%$1.9M———
Prasad Wealth Partners, LLC
N/A—4,508-4,508-100%$1.9M———
Bellwether Advisors, LLC
N/A—4,486-4,486-100%$1.9M———
Chokshi & Queen Wealth Advisors, Inc
N/A—4,471-4,471-100%$1.9M———
Monograph Wealth Advisors, LLC
N/A—4,471-4,471-100%$1.9M———
West Michigan Advisors, LLC
N/A—4,452-4,452-100%$1.9M———
Ameriflex Group, Inc.
N/A—4,434-4,434-100%$1.9M———
Second Line Capital, LLC
N/A—4,418-4,418-100%$1.9M———
Ninepoint Partners LP
N/A—4,394-4,394-100%$1.8M———
Kera Capital Partners, Inc.
N/A—4,389-4,389-100%$1.8M———
M3 Advisory Group, LLC
N/A—4,368-4,368-100%$1.8M———
MidFirst Bank
N/A—4,351-4,351-100%$1.8M———
First Manhattan Co. Llc.
N/A—4,269-4,269-100%$1.8M———
South Plains Financial, Inc.
N/A—4,237-4,237-100%$1.8M———
Fora Capital, LLC
N/A—4,233-4,233-100%$1.8M———
Cadia Private Client LLC
N/A—4,227-4,227-100%$1.8M———
Advisors Preferred, LLC
N/A—4,200-4,200-100%$1.7M———
Leigh Baldwin & Co., LLC
N/A—4,193-4,193-100%$1.8M———
Joule Financial, LLC
N/A—4,191-4,191-100%$1.8M———
Unison Asset Management LLC
N/A—4,190-4,190-100%$1.8M———
Cloud Capital Management, LLC
N/A—4,190-4,190-100%$1.8M———
Prestige Wealth Management Group LLC
N/A—4,187-4,187-100%$1.8M———
Rockbridge Investment Management, LCC
N/A—4,156-4,156-100%$1.7M———
North Dallas Bank & Trust Co
N/A—4,139-4,139-100%$1.7M———
Opal Capital LLC
N/A—4,136-4,136-100%$1.7M———
Hanover Advisors Inc
N/A—4,128-4,128-100%$1.7M———
Beaton Management Co. Inc.
N/A—4,120-4,120-100%$1.7M———
Generation Capital Management LLC
N/A—4,095-4,095-100%$1.7M———
Pinnacle Wealth Management, LLC
N/A—4,090-4,090-100%$1.7M———
OneAscent Family Office, LLC
N/A—4,081-4,081-100%$1.7M———
Verition Fund Management LLC
N/A—4,071-4,071-100%$1.7M———
Viawealth, LLC
N/A—4,057-4,057-100%$1.7M———
Clare Market Investments LLC
N/A—4,040-4,040-100%$1.7M———
Invst, LLC
N/A—4,008-4,008-100%$1.7M———
Hartford Funds Management Co LLC
N/A—4,006-4,006-100%$1.7M———
Resolute Advisors LLC
N/A—4,005-4,005-100%$1.7M———
Lansing Street Advisors
N/A—4,001-4,001-100%$1.7M———
Sun Financial Inc
N/A—3,988-3,988-100%$1.3M———
FWG Holdings, LLC
N/A—3,973-3,973-100%$1.2M———
SIT Investment Associates Inc
N/A—3,930-3,930-100%$1.7M———
Integrated Quantitative Investments LLC
N/A—3,928-3,928-100%$1.7M———
Denver Wealth Management, Inc.
N/A—3,890-3,890-100%$1.6M———
PCG Wealth Advisors, LLC
N/A—3,855-3,855-100%$1.6M———
Allred Capital Management, LLC
N/A—3,825-3,825-100%$1.6M———
Gallagher Fiduciary Advisors, LLC
N/A—3,813-3,813-100%$1.6M———
Marshall Financial Group, LLC
N/A—3,794-3,794-100%$1.6M———
Menard Financial Group LLC
N/A—3,781-3,781-100%$1.6M———
Ingalls & Snyder LLC
N/A—3,777-3,777-100%$1.6M———
Granite Bay Wealth Management, LLC
N/A—3,763-3,763-100%$1.6M———
N.E.W. Advisory Services LLC
N/A—3,759-3,759-100%$1.6M———
Wealthgarden F.S. LLC
N/A—3,748-3,748-100%$1.6M———
FLC Capital Advisors
N/A—3,740-3,740-100%$1.6M———
Consilio Wealth Advisors, LLC
N/A—3,723-3,723-100%$1.6M———
Flatrock Wealth Partners LLC
N/A—3,716-3,716-100%$1.6M———
Panoramic Capital Partners, LLC
N/A—3,709-3,709-100%$1.6M———
PSI Advisors, LLC
N/A—3,696-3,696-100%$1.6M———
Prostatis Group LLC
N/A—3,689-3,689-100%$1.6M———
Presidio Capital Management, LLC
N/A—3,679-3,679-100%$1.5M———
Bay Rivers Group
N/A—3,670-3,670-100%$1.5M———
GWN Securities Inc.
N/A—3,662-3,662-100%$1.5M———
PAX Financial Group, LLC
N/A—3,658-3,658-100%$1.5M———
Entelevest, LLC
N/A—3,651-3,651-100%$1.5M———
Prosperity Bancshares Inc
N/A—3,640-3,640-100%$1.5M———
WealthShield Partners, LLC
N/A—3,616-3,616-100%$1.5M———
Laidlaw Wealth Management LLC
N/A—3,611-3,611-100%$1.5M———
Cannon Wealth Management Services, LLC
N/A—3,592-3,592-100%$1.5M———
Spirepoint Private Client, LLC
N/A—3,576-3,576-100%$1.5M———
Fort Sheridan Advisors LLC
N/A—3,568-3,568-100%$1.5M———
Empirical Asset Management, LLC
N/A—3,564-3,564-100%$1.5M———
DiPaolo Financial Group, Inc.
N/A—3,552-3,552-100%$1.5M———
Bradley Foster & Sargent Inc
N/A—3,548-3,548-100%$1.5M———
Innovative Asset Advisors Group, LLC
N/A—3,541-3,541-100%$1.5M———
Mokan Wealth Management Inc.
N/A—3,520-3,520-100%$1.5M———
Siren, L.L.C.
N/A—3,500-3,500-100%$1.5M———
Financial Plan, Inc.
N/A—3,488-3,488-100%$1.5M———
Hansen & Associates Financial Group, Inc.
N/A—3,486-3,486-100%$1.5M———
Custos Family Office, LLC
N/A—3,482-3,482-100%$1.5M———
Truvestments Capital LLC
N/A—3,479-3,479-100%$1.5M———
Oxford Financial Group, Ltd. LLC
N/A—3,459-3,459-100%$1.5M———
Ritter Daniher Financial Advisory LLC / de
N/A—3,452-3,452-100%$1.5M———
McMillan Office, Inc.
N/A—3,446-3,446-100%$1.4M———
B & T Capital Management DBA Alpha Capital Management
N/A—3,446-3,446-100%$1.4M———
Fiduciary Financial Advisors
N/A—3,438-3,438-100%$1.4M———
North Star Asset Management Inc
N/A—3,438-3,438-100%$1.4M———
Bogart Wealth, LLC
N/A—3,436-3,436-100%$1.4M———
Mark Asset Management LP
N/A—3,434-3,434-100%$1.4M———
RPg Family Wealth Advisory, LLC
N/A—3,413-3,413-100%$1.4M———
Inspire Advisors, LLC
N/A—3,401-3,401-100%$1.4M———
Paragon Financial Partners, Inc.
N/A—3,391-3,391-100%$1.1M———
White Pine Capital LLC
N/A—3,391-3,391-100%$1.4M———
Ttrf Capital Ltd
N/A—3,391-3,391-100%$1.4K———
one8zero8, LLC
N/A—3,378-3,378-100%$1.4M———
Colter Lewis Investment Partners LLC
N/A—3,366-3,366-100%$1.4M———
Delta Global Management LP
N/A—3,357-3,357-100%$1.4M———
Zuckerman Investment Group, LLC
N/A—3,349-3,349-100%$1.4M———
Buckley Wealth Management, LLC
N/A—3,337-3,337-100%$1.4M———
Stokes Family Office, LLC
N/A—3,332-3,332-100%$1.4M———
Forefront Wealth Partners, LLC
N/A—3,330-3,330-100%$1.4M———
CMT Capital Markets Trading GmbH
N/A—3,319-3,319-100%$1.4M———
Van Diest Capital, LLC
N/A—3,304-3,304-100%$1.4M———
Bearing Point Capital, LLC
N/A—3,300-3,300-100%$1.4M———
Potentia Wealth
N/A—3,229-3,229-100%$1.4M———
Widmann Financial Services, Inc.
N/A—3,228-3,228-100%$1.4M———
Tailwinds Wealth, LLC
N/A—3,189-3,189-100%$1.3M———
Retirement Capital Strategies
N/A—3,162-3,162-100%$1.3M———
Eldridge Investment Advisors, Inc.
N/A—3,141-3,141-100%$1.3M———
Ponta Wealth Partners, LLC
N/A—3,133-3,133-100%$1.3M———
Warner Group LLC
N/A—3,131-3,131-100%$1.3M———
J Hagan Capital, Inc.
N/A—3,122-3,122-100%$1.3M———
Financial Alternatives, Inc
N/A—3,121-3,121-100%$1.3M———
Duncan Williams Asset Management, LLC
N/A—3,107-3,107-100%$1.3M———
Paces Ferry Wealth Advisors, LLC
N/A—3,105-3,105-100%$1.3M———
PeakShares LLC
N/A—3,102-3,102-100%$1.3M———
Hel Ved Capital Management Ltd
N/A—3,102-3,102-100%$1.3M———
Astoria Portfolio Advisors Llc.
N/A—3,099-3,099-100%$1.3M———
Talon Private Wealth, LLC
N/A—3,095-3,095-100%$1.3M———
Modus Advisors, LLC
N/A—3,091-3,091-100%$1.3M———
Everest Private Wealth
N/A—3,076-3,076-100%$1.3M———
Allium Financial Advisors, LLC
N/A—3,075-3,075-100%$1.3M———
FSA Advisors, Inc.
N/A—3,064-3,064-100%$1.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,057-3,057-100%$1.3M———
Cercano Management LLC
N/A—3,048-3,048-100%$1.3M———
Manhattan West Asset Management, LLC
N/A—3,047-3,047-100%$1.3M———
Lakeridge Wealth Management LLC
N/A—3,045-3,045-100%$1.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—3,035-3,035-100%$1.3M———
Aspen Grove Capital, LLC
N/A—3,014-3,014-100%$1.3M———
Bluefin Capital Management, LLC
N/A—3,000-3,000-100%$1.3M———
Osbon Capital Management LLC
N/A—2,995-2,995-100%$1.3M———
American Financial Advisors, LLC
N/A—2,978-2,978-100%$1.3M———
Peak Retirement Planning, Inc.
N/A—2,962-2,962-100%$1.2M———
Ellenbecker Investment Group
N/A—2,953-2,953-100%$1.2M———
Corus Family Wealth Advisors
N/A—2,934-2,934-100%$1.2M———
Palisades Hudson Asset Management, L.P.
N/A—2,923-2,923-100%$1.2M———
Summit Wealth Partners, LLC
N/A—2,923-2,923-100%$1.2M———
Sunflower Bank, N.A.
N/A—2,898-2,898-100%$1.2M———
Core Capital Management & Research, inc.
N/A—2,868-2,868-100%$1.0M———
Aimz Investment Advisors, LLC
N/A—2,865-2,865-100%$1.2M———
Adapt Investment Managers SA
N/A—2,859-2,859-100%$1.2M———
Tradewinds, Llc.
N/A—2,857-2,857-100%$366.2K———
Chesapeake Wealth Management
N/A—2,856-2,856-100%$1.2M———
Legacy Financial Group LLC
N/A—2,856-2,856-100%$1.2M———
Corvex Management LPA
N/A—2,850-2,850-100%$1.2M———
Wealthquest Corp
N/A—2,841-2,841-100%$1.2M———
Haverford Trust Co
N/A—2,839-2,839-100%$1.2M———
HighMark Wealth Management LLC
N/A—2,834-2,834-100%$1.2M———
UP Strategic Wealth Investment Advisors LLC
N/A—2,833-2,833-100%$911.0K———
Northstar Group, Inc.
N/A—2,831-2,831-100%$1.2M———
Alexis Investment Partners, LLC
N/A—2,815-2,815-100%$1.2M———
Rogco, LP
N/A—2,812-2,812-100%$1.2M———
IF Advisors, LLC
N/A—2,799-2,799-100%$1.2M———
Maripau Wealth Management LLC
N/A—2,768-2,768-100%$1.2M———
First Financial Bankshares Inc
N/A—2,762-2,762-100%$1.2M———
AlphaGrep UK Ltd
N/A—2,759-2,759-100%$1.2M———
Avalon Trust Co
N/A—2,759-2,759-100%$1.2M———
Blackstone Inc.
N/A—2,758-2,758-100%$1.2M———
Sovereign Financial Group, Inc.
N/A—2,757-2,757-100%$1.2M———
Amica Mutual Insurance Co
N/A—2,750-2,750-100%$1.2M———
Marble Wealth, LLC
N/A—2,747-2,747-100%$1.2M———
Ducere Wealth Management LLC
N/A—2,737-2,737-100%$1.2M———
Stansberry Asset Management, LLC
N/A—2,733-2,733-100%$1.1M———
American Money Management, LLC
N/A—2,728-2,728-100%$1.1M———
RB Capital Management, LLC
N/A—2,727-2,727-100%$1.1M———
Smithfield Trust Co
N/A—2,718-2,718-100%$1.1M———
Meeder Asset Management Inc
N/A—2,718-2,718-100%$1.1M———
Chicago Wealth Management, Inc.
N/A—2,705-2,705-100%$1.1M———
Knightsbridge Asset Management, LLC
N/A—2,701-2,701-100%$1.1M———
Fielder Capital Group LLC
N/A—2,693-2,693-100%$1.1M———
Hurricane Capital Advisors LLC
N/A—2,690-2,690-100%$1.1M———
BSW Wealth Partners
N/A—2,683-2,683-100%$1.1M———
Palumbo Wealth Management LLC
N/A—2,676-2,676-100%$1.1M———
Dearborn Partners LLC
N/A—2,672-2,672-100%$1.1M———
WNY Asset Management, LLC
N/A—2,634-2,634-100%$1.1M———
Lbmc Investment Advisors, LLC
N/A—2,633-2,633-100%$1.1M———
Omnia Family Wealth, LLC
N/A—2,621-2,621-100%$1.1M———
Berkeley Capital Partners, LLC
N/A—2,610-2,610-100%$1.1M———
Planning Alternatives LTD
N/A—2,591-2,591-100%$1.1M———
Gentry Private Wealth, LLC
N/A—2,590-2,590-100%$1.1M———
American Trust
N/A—2,590-2,590-100%$1.1M———
Strive Financial Group,LLC
N/A—2,585-2,585-100%$1.1M———
New World Advisors LLC
N/A—2,579-2,579-100%$1.1M———
Johnson Financial Group, Inc.
N/A—2,579-2,579-100%$1.1M———
Carr Financial Group Corp
N/A—2,578-2,578-100%$1.1M———
Prudent Investors Network, Inc.
N/A—2,572-2,572-100%$1.1M———
Donaldson Capital Management, LLC
N/A—2,556-2,556-100%$1.1M———
Fullerton Fund Management Co Ltd.
N/A—2,543-2,543-100%$1.1M———
Reliant Investment Partners, LLC
N/A—2,535-2,535-100%$1.1M———
Requisite Capital Management, LLC
N/A—2,528-2,528-100%$1.1M———
Patron Partners, LLC
N/A—2,524-2,524-100%$1.1M———
Red Wave Investments LLC
N/A—2,523-2,523-100%$1.1M———
JMN Financial LLC
N/A—2,496-2,496-100%$1.1M———
Forum Finance Group S.A.
N/A—2,473-2,473-100%$841———
Resurgent Financial Advisors LLC
N/A—2,462-2,462-100%$1.0M———
Wescott Financial Advisory Group, LLC
N/A—2,461-2,461-100%$1.0M———
SlateStone Wealth, LLC
N/A—2,457-2,457-100%$1.0M———
Abound Financial, LLC
N/A—2,456-2,456-100%$1.0M———
First American Trust, FSB
N/A—2,450-2,450-100%$1.0M———
Spinnaker Trust
N/A—2,441-2,441-100%$1.0M———
Yarger Wealth Strategies, LLC
N/A—2,434-2,434-100%$992.6K———
Covalis Capital LLP
N/A—2,428-2,428-100%$1.0M———
Integrity Financial Corp
N/A—2,420-2,420-100%$1.0M———
Corient IA LP
N/A—2,420-2,420-100%$1.0M———
Arvest Bank Trust Division
N/A—2,393-2,393-100%$1.0M———
J. M. Brown & Associates Inc.
N/A—2,391-2,391-100%$1.0M———
Vines Capital Management, LLC
N/A—2,387-2,387-100%$1.0M———
Canal Capital Management, LLC
N/A—2,384-2,384-100%$1.0M———
Sandy Cove Advisors, LLC
N/A—2,380-2,380-100%$1.0M———
River Wealth Advisors LLC
N/A—2,377-2,377-100%$999.7K———
Hexagon Capital Partners LLC
N/A—2,363-2,363-100%$993.9K———
Runnymede Capital Advisors, Inc.
N/A—2,350-2,350-100%$988.4K———
Quattro Advisors LLC
N/A—2,337-2,337-100%$983.1K———
Cornerstone Capital, Inc.
N/A—2,337-2,337-100%$982.9K———
Per Stirling Capital Management, Llc.
N/A—2,332-2,332-100%$980.8K———
Banque Transatlantique SA
N/A—2,331-2,331-100%$995.4K———
Wallace Advisory Group, LLC
N/A—2,321-2,321-100%$976.2K———
Goldstream Capital Management Ltd
N/A—2,317-2,317-100%$974.5K———
Barnes Wealth Management Group, Inc
N/A—2,316-2,316-100%$974.1K———
Horizon Investment Services, LLC
N/A—2,315-2,315-100%$973.7K———
Blue Chip Partners, LLC
N/A—2,308-2,308-100%$970.7K———
Capital Analysts, LLC
N/A—2,301-2,301-100%$968.0K———
Concorde Asset Management, LLC
N/A—2,285-2,285-100%$961.1K———
Meridian Wealth Partners, LLC
N/A—2,284-2,284-100%$960.7K———
Legacy Wealth Managment, LLC
N/A—2,279-2,279-100%$958.5K———
Roundview Capital LLC
N/A—2,271-2,271-100%$955.2K———
Mosaic Advisors LLC
N/A—2,267-2,267-100%$953.5K———
Walter & Keenan Wealth Management LLC
N/A—2,265-2,265-100%$952.7K———
Vantus Wealth LLC
N/A—2,227-2,227-100%$936.7K———
Dividend Assets Capital, LLC
N/A—2,209-2,209-100%$929.1K———
Satovsky Asset Management LLC
N/A—2,208-2,208-100%$928.7K———
Chaney Capital Management, Inc.
N/A—2,202-2,202-100%$926.2K———
Evergreen Wealth Partners LLC
N/A—2,187-2,187-100%$920.0K———
Pennington Partners & Co., LLC
N/A—2,186-2,186-100%$919.4K———
Coral Wealth Management, LLC
N/A—2,185-2,185-100%$919.0K———
Envision Financial Planning, LLC
N/A—2,178-2,178-100%$916.1K———
Core Alternative Capital
N/A—2,175-2,175-100%$914.8K———
First Dallas Securities Inc.
N/A—2,165-2,165-100%$910.6K———
FourThought Financial Partners, LLC
N/A—2,163-2,163-100%$909.7K———
Serenus Wealth Advisors, LLC
N/A—2,161-2,161-100%$908.9K———
Burnham & Co LLC
N/A—2,150-2,150-100%$904.3K———
Proffitt & Goodson Inc
N/A—2,147-2,147-100%$903.0K———
QVT Financial LP
N/A—2,138-2,138-100%$899.2K———
Valtrion Capital Management, LLC
N/A—2,131-2,131-100%$896.3K———
Leo H. Evart, Inc.
N/A—2,128-2,128-100%$895.0K———
Reyl & Cie S.A.
N/A—2,125-2,125-100%$792.1K———
Coign Capital Advisors LLC
N/A—2,121-2,121-100%$892.1K———
Koss-Olinger Consulting, LLC
N/A—2,119-2,119-100%$890.2K———
Sandro Wealth Management LLC
N/A—2,117-2,117-100%$890.4K———
TPG Financial Advisors, LLC
N/A—2,114-2,114-100%$889.1K———
Vista Cima Wealth Management LLC
N/A—2,107-2,107-100%$886.2K———
Oxford Wealth Group, LLC
N/A—2,105-2,105-100%$885.4K———
Boothbay Fund Management, LLC
N/A—2,104-2,104-100%$884.9K———
Blalock Williams, LLC
N/A—2,101-2,101-100%$883.7K———
Mayport, LLC
N/A—2,099-2,099-100%$882.9K———
Harvest Investment Services, LLC
N/A—2,085-2,085-100%$877.0K———
Kelman-Lazarov, Inc.
N/A—2,079-2,079-100%$874.4K———
Hayek Kallen Investment Management
N/A—2,078-2,078-100%$874.0K———
Clarendon Private LLC
N/A—2,074-2,074-100%$872.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,071-2,071-100%$871.0K———
Argent Advisors, Inc.
N/A—2,069-2,069-100%$870.2K———
Silver Coast Investments LLC
N/A—2,065-2,065-100%$868.5K———
Cedarwood Wealth LLC
N/A—2,048-2,048-100%$861.4K———
S Harris Financial Group, LLC
N/A—2,038-2,038-100%$857.1K———
Nova Wealth Management, Inc.
N/A—2,019-2,019-100%$849.3K———
Quantum Portfolio Management LLC
N/A—2,014-2,014-100%$847.1K———
Alongside, LLC
N/A—2,014-2,014-100%$846.9K———
49 Wealth Management, LLC
N/A—2,014-2,014-100%$846.9K———
LeClair Wealth Partners LLC
N/A—2,013-2,013-100%$846.8K———
WFA of San Diego, LLC
N/A—2,011-2,011-100%$683.7K———
Cheviot Value Management, LLC
N/A—2,005-2,005-100%$843.3K———
Ceeto Capital Group, LLC
N/A—2,000-2,000-100%$841.0K———
Thomasville National Bank
N/A—1,996-1,996-100%$839.5K———
Keyvantage Wealth, LLC
N/A—1,993-1,993-100%$838.3K———
Affinity Wealth Management LLC
N/A—1,978-1,978-100%$831.9K———
Whalerock Point Partners, LLC
N/A—1,971-1,971-100%$829.0K———
Phillips Wealth Planners LLC
N/A—1,950-1,950-100%$785.7K———
Greenwich Wealth Management LLC
N/A—1,945-1,945-100%$818.0K———
Alpha Capital Advisors Inc
N/A—1,942-1,942-100%$816.8K———
Elgethun Capital Management
N/A—1,935-1,935-100%$813.9K———
Beacon Bridge Wealth Partners, LLC
N/A—1,933-1,933-100%$813.0K———
Claret Asset Management Corp
N/A—1,930-1,930-100%$812.0K———
Sprott Inc.
N/A—1,918-1,918-100%$806.7K———
EMC Capital Management
N/A—1,900-1,900-100%$718———
Steigerwald, Gordon & Koch Inc.
N/A—1,899-1,899-100%$798.7K———
Keynote Financial Services LLC
N/A—1,894-1,894-100%$796.6K———
Tocqueville Asset Management L.P.
N/A—1,885-1,885-100%$792.8K———
Godfrey Financial Associates, Inc.
N/A—1,880-1,880-100%$790.7K———
Muirfield Wealth Advisors LLC
N/A—1,875-1,875-100%$788.6K———
Vantage Point Financial LLC
N/A—1,867-1,867-100%$785.3K———
Dimension Capital Management LLC
N/A—1,864-1,864-100%$784.0K———
Keystone Financial Services, LLC
N/A—1,860-1,860-100%$782.3K———
Goepper Burkhardt LLC
N/A—1,858-1,858-100%$781.5K———
1248 Management, LLC
N/A—1,857-1,857-100%$781.1K———
Park Place Capital Corp
N/A—1,852-1,852-100%$779.0K———
Arcadia Wealth Management, Inc.
N/A—1,849-1,849-100%$777.7K———
Alpha Financial Partners LLC
N/A—1,847-1,847-100%$776.9K———
Resolute Capital, LLC
N/A—1,841-1,841-100%$774.3K———
Premier Financial Group
N/A—1,839-1,839-100%$773.5K———
Arrowroot Family Office, LLC
N/A—1,836-1,836-100%$772.2K———
CM Wealth Advisors LLC
N/A—1,827-1,827-100%$768.4K———
Hall Capital Management Co Inc
N/A—1,826-1,826-100%$768.0K———
Wealth Care LLC
N/A—1,821-1,821-100%$765.8K———
Indie Asset Partners, LLC
N/A—1,819-1,819-100%$765.1K———
Nicholson Wealth Management Group, LLC
N/A—1,817-1,817-100%$764.2K———
Capstone Financial Advisors, Inc.
N/A—1,816-1,816-100%$763.8K———
Peak Planning Group, LLC
N/A—1,814-1,814-100%$763.1K———
Ankerstar Wealth, LLC
N/A—1,810-1,810-100%$761.3K———
Cohen & Steers, Inc.
N/A—1,800-1,800-100%$757.0K———
Synergy Investment Management, LLC
N/A—1,796-1,796-100%$676.0K———
Brand Asset Management Group, Inc.
N/A—1,792-1,792-100%$753.7K———
Aspire Capital Advisors LLC
N/A—1,790-1,790-100%$753.0K———
SGL Investment Advisors, Inc.
N/A—1,787-1,787-100%$591.3K———
BWM Planning, LLC
N/A—1,783-1,783-100%$749.9K———
Arkos Global Advisors
N/A—1,780-1,780-100%$749.0K———
Novak & Powell Financial Services, Inc.
N/A—1,780-1,780-100%$748.7K———
Windle Wealth, LLC
N/A—1,776-1,776-100%$747.1K———
Abbot Financial Management, Inc.
N/A—1,774-1,774-100%$746.1K———
Buffalo Business & Estate Services LTD
N/A—1,761-1,761-100%$740.5K———
Nvest Financial, LLC
N/A—1,746-1,746-100%$734.4K———
Tripletail Wealth Management, LLC
N/A—1,741-1,741-100%$685.0K———
Trevian Wealth Management LLC
N/A—1,735-1,735-100%$729.7K———
Christine Messmer PC
N/A—1,713-1,713-100%$720.5K———
Meridian Wealth Advisors, LLC
N/A—1,710-1,710-100%$719.2K———
Okabena Investment Services Inc
N/A—1,704-1,704-100%$716.7K———
Legacy Capital Wealth Management, LLC
N/A—1,703-1,703-100%$716.3K———
Stonebridge Capital Advisors LLC
N/A—1,702-1,702-100%$716.1K———
Norris Financial Group, LLC
N/A—1,689-1,689-100%$710.4K———
Dark Forest Capital Management LP
N/A—1,688-1,688-100%$710.0K———
WealthTrust Axiom LLC
N/A—1,686-1,686-100%$709.1K———
FreeGulliver LLC
N/A—1,683-1,683-100%$707.9K———
Core Wealth Advisors, Inc.
N/A—1,682-1,682-100%$707.6K———
Frisch Financial Group, Inc.
N/A—1,681-1,681-100%$707.0K———
Beck Capital Management, LLC
N/A—1,680-1,680-100%$706.4K———
Northwest Bancshares, Inc.
N/A—1,675-1,675-100%$704.5K———
Trivant Custom Portfolio Group, LLC
N/A—1,675-1,675-100%$704.5K———
Regency Capital Management Inc.\DE
N/A—1,664-1,664-100%$699.9K———
Wayfinding Financial, LLC
N/A—1,661-1,661-100%$698.0K———
JPL Wealth Management, LLC
N/A—1,657-1,657-100%$697.1K———
Landing Point Financial Group, LLC
N/A—1,654-1,654-100%$695.9K———
Resolute Wealth Strategies, LLC
N/A—1,648-1,648-100%$693.1K———
Second Half Financial Partners, LLC
N/A—1,643-1,643-100%$691.0K———
McGowan Group Asset Management, Inc.
N/A—1,643-1,643-100%$691.0K———
Wellington-Altus USA Inc.
N/A—1,631-1,631-100%$606.3K———
Leith Wheeler Investment Counsel Ltd.
N/A—1,630-1,630-100%$685.6K———
WorthPointe, LLC
N/A—1,613-1,613-100%$678.4K———
Summit Wealth Group, LLC
N/A—1,611-1,611-100%$677.6K———
Kinloch Capital, LLC
N/A—1,610-1,610-100%$677.2K———
Stillwater Capital Advisors, LLC
N/A—1,610-1,610-100%$677.2K———
Ground Swell Capital, LLC
N/A—1,603-1,603-100%$674.2K———
Significant Wealth Partners LLC
N/A—1,595-1,595-100%$670.9K———
Panoramic Investment Advisors, LLC
N/A—1,593-1,593-100%$670.0K———
Tulsa Wealth Advisors, Inc
N/A—1,592-1,592-100%$669.6K———
Game Plan Financial Advisors, LLC
N/A—1,576-1,576-100%$662.9K———
Seaview Investment Managers LLC
N/A—1,565-1,565-100%$658.2K———
Chancellor Financial Group WB LP
N/A—1,560-1,560-100%$656.1K———
Cascades Capital Asset Management, LLC
N/A—1,552-1,552-100%$652.8K———
TD Capital Management LLC
N/A—1,550-1,550-100%$651.9K———
Ark Wealth Advisors LLC
N/A—1,539-1,539-100%$647.3K———
Wealth Management Associates, Inc.
N/A—1,531-1,531-100%$643.9K———
Tanglewood Legacy Advisors, LLC
N/A—1,530-1,530-100%$643.5K———
von Borstel & Associates, Inc.
N/A—1,530-1,530-100%$643.0K———
Stonebridge Financial Group, LLC / MO
N/A—1,528-1,528-100%$642.7K———
MA Private Wealth
N/A—1,526-1,526-100%$641.8K———
Permanent Capital Management, LP
N/A—1,525-1,525-100%$641.4K———
SK Wealth Management, LLC
N/A—1,522-1,522-100%$503.6K———
Gambit Capital Management, LLC
N/A—1,517-1,517-100%$638.1K———
Aspen Capital Management, LLC
N/A—1,516-1,516-100%$637.6K———
Financial Life Planners
N/A—1,509-1,509-100%$634.7K———
Golden Road Advisors LLC
N/A—1,496-1,496-100%$629.2K———
Earnest Partners LLC
N/A—1,494-1,494-100%$628.4K———
Fund Advisors of America Inc
N/A—1,493-1,493-100%$628.0K———
AXA S.A.
N/A—1,481-1,481-100%$491.9K———
Colonial Trust Co / SC
N/A—1,478-1,478-100%$621.4K———
Dash Acquisitions Inc.
N/A—1,478-1,478-100%$484.1K———
SSI Investment Management LLC
N/A—1,471-1,471-100%$618.7K———
Fox Hill Wealth Management
N/A—1,466-1,466-100%$616.6K———
Private Wealth Asset Management, LLC
N/A—1,464-1,464-100%$615.8K———
MSA Advisors, LLC
N/A—1,449-1,449-100%$609.4K———
Readystate Asset Management LP
N/A—1,440-1,440-100%$605.7K———
Roberts Glore & Co Inc
N/A—1,439-1,439-100%$605.2K———
Camarda Financial Advisors, LLC
N/A—1,428-1,428-100%$600.6K———
BBR Partners, LLC
N/A—1,427-1,427-100%$600.2K———
Annandale Capital, LLC
N/A—1,424-1,424-100%$599.0K———
Medallion Wealth Advisors, LLC
N/A—1,421-1,421-100%$597.7K———
Spwm Advisors LLC
N/A—1,419-1,419-100%$540.4K———
Heritage Trust Co
N/A—1,417-1,417-100%$596.0K———
Wealth Watch Advisors, Inc
N/A—1,417-1,417-100%$596.0K———
Biondo Investment Advisors, LLC
N/A—1,415-1,415-100%$595.1K———
Investment Advisory Services Group LLC
N/A—1,408-1,408-100%$592.2K———
Doheny Asset Management
N/A—1,395-1,395-100%$587.0K———
BOK Financial Private Wealth, Inc.
N/A—1,390-1,390-100%$584.6K———
Francis Financial, Inc.
N/A—1,384-1,384-100%$582.1K———
Spectrum Investment Advisors, Inc.
N/A—1,380-1,380-100%$580.4K———
Kensington Investment Counsel, LLC
N/A—1,376-1,376-100%$578.7K———
LifePlan Investment Advisors, Inc.
N/A—1,369-1,369-100%$575.8K———
Daner Wealth Management, LLC
N/A—1,358-1,358-100%$461.7K———
44 Wealth Management LLC
N/A—1,357-1,357-100%$570.8K———
Atlas Wealth LLC
N/A—1,357-1,357-100%$570.8K———
Swan Global Investments, LLC
N/A—1,351-1,351-100%$568.2K———
Steadtrust LLC
N/A—1,334-1,334-100%$561.1K———
Howe & Rusling Inc
N/A—1,334-1,334-100%$561.2K———
Bolthouse Investments, LLC
N/A—1,330-1,330-100%$559.4K———
Miller Capital Partners, Inc.
N/A—1,330-1,330-100%$559.4K———
Klingenstein Fields & Co LP
N/A—1,324-1,324-100%$556.9K———
Mmbg Investment Advisors Co.
N/A—1,323-1,323-100%$556.5K———
Audent Global Asset Management, LLC
N/A—1,322-1,322-100%$556.0K———
Riverstone Advisors, LLC
N/A—1,318-1,318-100%$554.4K———
PIN OAK Investment Advisors Inc
N/A—1,315-1,315-100%$553.0K———
Fi3 Financial Advisors, LLC
N/A—1,314-1,314-100%$635.8K———
Wealthspan Partners, LLC
N/A—1,304-1,304-100%$548.5K———
Holderness Investments Co
N/A—1,302-1,302-100%$547.6K———
Capital & Planning, LLC
N/A—1,301-1,301-100%$547.2K———
Disciplined Investors, L.L.C.
N/A—1,300-1,300-100%$546.8K———
Bayesian Capital Management, LP
N/A—1,300-1,300-100%$546.8K———
Mission Creek Capital Partners, Inc.
N/A—1,300-1,300-100%$546.8K———
Chilton Investment Co Inc.
N/A—1,297-1,297-100%$545.5K———
Petra Financial Advisors Inc
N/A—1,290-1,290-100%$542.6K———
Hobbs Group Advisors, LLC
N/A—1,282-1,282-100%$539.2K———
FMB Wealth Management
N/A—1,274-1,274-100%$535.8K———
OneAscent Wealth Management LLC
N/A—1,271-1,271-100%$534.6K———
Stelac Advisory Services LLC
N/A—1,271-1,271-100%$534.6K———
London Co of Virginia
N/A—1,269-1,269-100%$533.7K———
Legacy Capital Group California, Inc.
N/A—1,268-1,268-100%$533.5K———
Clarion Wealth Managment Partners, LLC
N/A—1,267-1,267-100%$532.9K———
Boston Research & Management Inc
N/A—1,265-1,265-100%$532.1K———
Prepared Retirement Institute LLC
N/A—1,263-1,263-100%$531.2K———
BW Gestao de Investimentos Ltda.
N/A—1,262-1,262-100%$530.8K———
Perspective Wealth Advisors LLC
N/A—1,258-1,258-100%$529.2K———
VestGen Investment Management
N/A—1,257-1,257-100%$528.7K———
Beto Financial Group, LLC
N/A—1,253-1,253-100%$463.1K———
Westerkirk Capital Inc.
N/A—1,242-1,242-100%$522.4K———
First Western Trust Bank
N/A—1,240-1,240-100%$521.5K———
Engineers Gate Manager LP
N/A—1,237-1,237-100%$520.3K———
Slagle Financial, LLC
N/A—1,232-1,232-100%$518.1K———
Trustmark Bank Trust Department
N/A—1,229-1,229-100%$516.9K———
VSM Wealth Advisory, LLC
N/A—1,217-1,217-100%$511.9K———
Bellevue Asset Management, LLC
N/A—1,210-1,210-100%$508.9K———
Seven Springs Wealth Group, LLC
N/A—1,205-1,205-100%$506.8K———
Partners Capital Investment Group, LLP
N/A—1,199-1,199-100%$504.5K———
Front Street Capital Management, Inc.
N/A—1,192-1,192-100%$501.4K———
ST Germain D J Co Inc
N/A—1,189-1,189-100%$500.1K———
Titan Global Capital Management USA LLC
N/A—1,184-1,184-100%$498.2K———
Storgate, LLC
N/A—1,180-1,180-100%$496.3K———
Pitti Group Wealth Management, LLC
N/A—1,180-1,180-100%$496.3K———
Meadowbrook Advisors Group, LLC
N/A—1,177-1,177-100%$495.0K———
Cannell & Spears LLC
N/A—1,177-1,177-100%$495.0K———
Bcgm Wealth Management, LLC
N/A—1,172-1,172-100%$492.9K———
Wiser Advisor Group LLC
N/A—1,166-1,166-100%$490.4K———
Blom & Howell Financial Planning, Inc.
N/A—1,164-1,164-100%$489.6K———
L & S Advisors Inc
N/A—1,161-1,161-100%$488.3K———
Investment Counsel Co of Nevada
N/A—1,157-1,157-100%$486.6K———
First National Bank of Hutchinson
N/A—1,152-1,152-100%$484.5K———
Iyo Bank, Ltd.
N/A—1,147-1,147-100%$482.4K———
Nelson Capital Management, LLC
N/A—1,145-1,145-100%$481.6K———
Pettyjohn, Wood & White, Inc
N/A—1,137-1,137-100%$478.2K———
Markin Asset Management, LP
N/A—1,135-1,135-100%$477.4K———
Everstar Asset Management, LLC
N/A—1,134-1,134-100%$477.0K———
AllGen Financial Advisors, Inc.
N/A—1,129-1,129-100%$474.9K———
Kemnay Advisory Services Inc.
N/A—1,129-1,129-100%$474.9K———
Silicon Valley Capital Partners
N/A—1,125-1,125-100%$473.0K———
Barnes Pettey Financial Advisors, LLC
N/A—1,122-1,122-100%$471.9K———
Lavaca Capital LLC
N/A—1,121-1,121-100%$471.5K———
Intrepid Financial Planning Group LLC
N/A—1,118-1,118-100%$470.2K———
FSB Premier Wealth Management, Inc.
N/A—1,114-1,114-100%$468.5K———
Caitlin John, LLC
N/A—1,114-1,114-100%$468.5K———
Wulff, Hansen & Co.
N/A—1,112-1,112-100%$467.7K———
V2 Financial group LLC
N/A—1,108-1,108-100%$466.0K———
Napier Financial, LLC
N/A—1,108-1,108-100%$466.0K———
NorthStar Asset Management LLC
N/A—1,106-1,106-100%$465.2K———
1ST Source Bank
N/A—1,103-1,103-100%$463.9K———
Parsonex Advisory Services, Inc.
N/A—1,089-1,089-100%$457.9K———
Mrwm Advisors, LLC
N/A—1,077-1,077-100%$453.0K———
JTC Employer Solutions Trustee Ltd
N/A—1,075-1,075-100%$453.0K———
Security National Bank of SO DAK
N/A—1,073-1,073-100%$451.3K———
Allied Private Wealth LLC
N/A—1,068-1,068-100%$421.1K———
Greykasell Wealth Strategies, Inc.
N/A—1,067-1,067-100%$448.8K———
Aspire Growth Partners LLC
N/A—1,065-1,065-100%$447.9K———
Mpwm Advisory Solutions, LLC
N/A—1,065-1,065-100%$447.9K———
Navalign, LLC
N/A—1,063-1,063-100%$447.1K———
Atlas Capital Advisors Inc.
N/A—1,058-1,058-100%$445.0K———
Liberty Square Wealth Partners LLC
N/A—1,050-1,050-100%$441.6K———
Copia Wealth Management
N/A—1,039-1,039-100%$437.0K———
TRU Independence Asset Management 2, LLC
N/A—1,038-1,038-100%$436.6K———
Fourth Dimension Wealth, LLC
N/A—1,035-1,035-100%$435.3K———
Osterweis Capital Management Inc
N/A—1,034-1,034-100%$434.9K———
Zevin Asset Management LLC
N/A—1,033-1,033-100%$434.5K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,028-1,028-100%$432.4K———
Capasso Planning Partners LLC
N/A—1,026-1,026-100%$431.5K———
Great OAK Capital Partners, LLC
N/A—1,022-1,022-100%$403.8K———
Round Rock Advisors LLC
N/A—1,018-1,018-100%$428.2K———
Sanchez Levi Garrett
N/A—1,016-1,016-100%$427.3K———
Houlihan Financial Resource Group, Ltd.
N/A—1,015-1,015-100%$426.9K———
RiverGlades Family Offices LLC
N/A—1,010-1,010-100%$424.8K———
Integrated Investment Consultants, LLC
N/A—1,009-1,009-100%$424.4K———
Voya Financial Advisors, Inc.
N/A—1,007-1,007-100%$414.7K———
Payne Capital Management, LLC
N/A—1,001-1,001-100%$421.1K———
Bowen Hanes & Co Inc
N/A—1,000-1,000-100%$371.8K———
Shay Capital LLC
N/A—1,000-1,000-100%$420.6K———
Causey Wealth LLC
N/A—998-998-100%$419.8K———
Westshore Wealth, LLC
N/A—998-998-100%$419.8K———
Clifford Group, LLC
N/A—997-997-100%$419.3K———
Chatterton & Associates Inc.
N/A—987-987-100%$401.3K———
Callahan Advisors, LLC
N/A—986-986-100%$414.7K———
WPWealth LLP
N/A—984-984-100%$413.9K———
America First Investment Advisors, LLC
N/A—975-975-100%$410.1K———
Cape ANN Savings Bank
N/A—959-959-100%$403.4K———
Bernard Wealth Management Corp.
N/A—958-958-100%$402.9K———
Rather & Kittrell, Inc.
N/A—954-954-100%$401.6K———
Basepoint Wealth LLC
N/A—953-953-100%$400.9K———
Pursuit Wealth Strategies, LLC
N/A—948-948-100%$398.7K———
Lowery Thomas, LLC
N/A—947-947-100%$398.3K———
Permanens Capital L.P.
N/A—944-944-100%$397.0K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—937-937-100%$394.1K———
Drake & Associates, LLC
N/A—936-936-100%$393.7K———
Palisade Capital Management, LP
N/A—935-935-100%$393.2K———
Graney & King, LLC
N/A—932-932-100%$392.0K———
ODonnell Financial Services, LLC
N/A—932-932-100%$392.0K———
Olde Wealth Management, LLC
N/A—927-927-100%$389.0K———
Rench Wealth Management, Inc.
N/A—921-921-100%$387.4K———
Symphony Financial Services, Inc.
N/A—915-915-100%$384.8K———
Birchcreek Wealth Management, LLC
N/A—913-913-100%$384.0K———
Storen Legacy Partners, LLC
N/A—913-913-100%$384.0K———
Berry Wealth Group, LP
N/A—909-909-100%$382.3K———
Macro Advisors, Inc.
N/A—908-908-100%$381.9K———
Gross & Hartman Investments LLC
N/A—906-906-100%$381.1K———
PYA Waltman Capital, LLC
N/A—905-905-100%$380.6K———
Yukon Wealth Management, Inc.
N/A—905-905-100%$380.6K———
Beck Mack & Oliver LLC
N/A—900-900-100%$378.5K———
Gabelli & Co Investment Advisers, Inc.
N/A—900-900-100%$378.5K———
Winslow Asset Management Inc
N/A—899-899-100%$378.0K———
1 North Wealth Services LLC
N/A—898-898-100%$377.7K———
Twin Lakes Capital Management, LLC
N/A—897-897-100%$377.3K———
Resources Management Corp
N/A—891-891-100%$374.8K———
Northstar Financial Companies, Inc.
N/A—888-888-100%$373.5K———
Truepoint, Inc.
N/A—884-884-100%$371.7K———
VeraBank, N.A.
N/A—882-882-100%$371.0K———
Johnson Wealth Management, LLC
N/A—876-876-100%$368.4K———
Safe Harbor Family Capital, LLC
N/A—874-874-100%$367.6K———
Granite Harbor Advisors, Inc.
N/A—866-866-100%$364.2K———
Smart Money Group LLC
N/A—865-865-100%$363.8K———
Alesco Advisors, LLC, An ESL Co
N/A—854-854-100%$359.2K———
Oakmont Advisory Group, LLC
N/A—842-842-100%$354.2K———
HFM Investment Advisors, LLC
N/A—840-840-100%$353.3K———
Philadelphia Investment Partners, LLC
N/A—834-834-100%$350.9K———
Baldwin Investment Management, LLC
N/A—830-830-100%$349.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—826-826-100%$347.4K———
Steffes Financial, Ltd.
N/A—826-826-100%$347.4K———
Veridan Wealth LLC
N/A—825-825-100%$347.0K———
Operose Advisors LLC
N/A—825-825-100%$347.0K———
TAGStone Capital, Inc.
N/A—822-822-100%$345.9K———
Intellus Advisors LLC
N/A—820-820-100%$344.9K———
Colonial Trust Advisors
N/A—816-816-100%$343.2K———
Elite Financial, Inc.
N/A—811-811-100%$341.0K———
NerdWallet Wealth Partners, LLC
N/A—808-808-100%$339.8K———
Azimuth Capital Investment Management LLC
N/A—807-807-100%$339.4K———
RFP Financial Group LLC
N/A—807-807-100%$339.4K———
Dogwood Wealth Management LLC
N/A—807-807-100%$339.4K———
Private Harbour Investment Management & Counsel, LLC
N/A—800-800-100%$336.5K———
Parker Investment Management, LLC
N/A—796-796-100%$334.8K———
Precision Wealth Strategies, LLC
N/A—796-796-100%$334.8K———
Axis Wealth Partners, LLC
N/A—789-789-100%$331.7K———
SAM Advisors, LLC
N/A—787-787-100%$331.0K———
Black Maple Capital Management LP
N/A—785-785-100%$330.2K———
One Charles Private Wealth Services, LLC
N/A—782-782-100%$329.0K———
WealthTrak Capital Management LLC
N/A—782-782-100%$328.9K———
Tobias Financial Advisors, Inc.
N/A—780-780-100%$328.1K———
1015 Capital Partners, LLC
N/A—779-779-100%$327.6K———
Rowlandmiller & Partners.adv
N/A—776-776-100%$326.4K———
Hopwood Nicholas Hunter
N/A—768-768-100%$323.0K———
Boston Partners
N/A—765-765-100%$321.6K———
First Commonwealth Financial Corp
N/A—762-762-100%$320.4K———
Fairview Capital Investment Management, LLC
N/A—760-760-100%$319.7K———
Darwin Wealth Management, LLC
N/A—760-760-100%$319.7K———
Mainstay Capital Management LLC
N/A—759-759-100%$319.2K———
Wealth Advisors of Iowa, LLC
N/A—758-758-100%$318.8K———
Kanen Wealth Management LLCA
N/A—758-758-100%$318.8K———
Vanguard National Trust Co
N/A—757-757-100%$318.4K———
Polymer Capital Management (US) LLC
N/A—752-752-100%$316.3K———
Traction Financial Partners, LLC
N/A—749-749-100%$315.0K———
Retirement Income Solutions, Inc
N/A—747-747-100%$277.7K———
Seneca House Advisors
N/A—747-747-100%$314.2K———
Arcus Capital Partners, LLC
N/A—746-746-100%$313.7K———
Citizens Business Bank
N/A—746-746-100%$313.8K———
Crestmont Private Wealth LLC
N/A—737-737-100%$310.0K———
Heritage Wealth Advisors
N/A—734-734-100%$308.7K———
American Trust Investment Advisors, LLC
N/A—734-734-100%$308.7K———
Dunhill Financial, LLC
N/A—726-726-100%$305.6K———
Sankala Group LLC
N/A—726-726-100%$244.1K———
Mustico Financial Group, Inc.
N/A—726-726-100%$231.2K———
Hilltop Wealth Advisors, LLC
N/A—722-722-100%$303.7K———
iSAM Funds (UK) Ltd
N/A—720-720-100%$302.8K———
Advocacy Wealth Management, LLC
N/A—716-716-100%$301.2K———
Connective Capital Management, LLC
N/A—715-715-100%$300.7K———
George Kaiser Family Foundation
N/A—714-714-100%$300.3K———
Retirement Planning Group, LLC / NY
N/A—713-713-100%$299.9K———
CIM, LLC
N/A—704-704-100%$296.1K———
Northstar Asset Management Inc
N/A—704-704-100%$296.1K———
Pack Private Wealth, LLC
N/A—694-694-100%$291.9K———
Berkshire Asset Management LLC
N/A—692-692-100%$291.1K———
Wood Tarver Financial Group, LLC
N/A—691-691-100%$290.0K———
Tiemann Investment Advisors, LLC
N/A—690-690-100%$290.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—689-689-100%$289.8K———
Sykon Capital LLC
N/A—687-687-100%$289.0K———
O'rourke & Company, Inc
N/A—685-685-100%$288.1K———
Goodwin Investment Advisory
N/A—683-683-100%$287.3K———
FCA Corp
N/A—683-683-100%$287.3K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—677-677-100%$284.7K———
Bellars Harris Wealth Management, LLC
N/A—675-675-100%$283.9K———
Cahill Financial Advisors Inc
N/A—674-674-100%$283.5K———
Bravias Capital Group, LLC
N/A—667-667-100%$280.5K———
Petix & Botte Co
N/A—666-666-100%$280.1K———
MOR Wealth Management, LLC
N/A—665-665-100%$279.7K———
Demming Financial Services Corp
N/A—665-665-100%$279.7K———
Members Trust Co
N/A—665-665-100%$279.7K———
Snowwater Investment Partners, LLC
N/A—662-662-100%$278.4K———
CarsonAllaria Wealth Management, Ltd.
N/A—661-661-100%$278.0K———
Frazier Financial Advisors, LLC
N/A—659-659-100%$277.2K———
Pointe Capital Management LLC
N/A—657-657-100%$276.3K———
Waterford Advisors, LLC
N/A—657-657-100%$276.3K———
Atlantic Family Wealth, LLC
N/A—652-652-100%$274.2K———
RiverPark Advisors, LLC
N/A—651-651-100%$273.8K———
Cadence Wealth Management LLC
N/A—651-651-100%$273.7K———
Osprey Private Wealth LLC
N/A—650-650-100%$273.4K———
Brogan Financial, Inc.
N/A—645-645-100%$271.3K———
Stillwater Private Wealth, LLC
N/A—645-645-100%$211———
Osborne Partners Capital Management, LLC
N/A—644-644-100%$270.9K———
Vertex Planning Partners, LLC
N/A—641-641-100%$269.6K———
Sequent Asset Management, LLC
N/A—640-640-100%$269.2K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—636-636-100%$267.5K———
Addison Capital Co
N/A—636-636-100%$267.6K———
Bitwise Funds Trust
N/A—635-635-100%$267.1K———
GatePass Capital, LLC
N/A—632-632-100%$265.8K———
Midwestern Financial, LLC
N/A—630-630-100%$265.0K———
Kiker Wealth Management, LLC
N/A—630-630-100%$265.0K———
GFI Investment Counsel Ltd.
N/A—628-628-100%$264.1K———
Boulder Wealth Advisors, LLC
N/A—625-625-100%$262.9K———
Wills Financial Group LLC
N/A—624-624-100%$262.5K———
Castle Wealth Management LLC
N/A—624-624-100%$262.5K———
Alan B Lancz & Associates, Inc.
N/A—618-618-100%$259.9K———
Roble, Belko & Company, Inc
N/A—617-617-100%$260.0K———
S&T Bank
N/A—617-617-100%$259.5K———
Steelhead Wealth Management LLC
N/A—617-617-100%$259.0K———
Brasada Capital Management, LP
N/A—615-615-100%$258.7K———
Swisher Financial Concepts, Inc.
N/A—613-613-100%$257.8K———
Vermillion & White Wealth Management Group, LLC
N/A—611-611-100%$257.0K———
Forge Financial Services LLC
N/A—609-609-100%$256.1K———
Cura Wealth Advisors, LLC
N/A—608-608-100%$255.8K———
J.E. Simmons & Co., P.C.
N/A—606-606-100%$254.9K———
Alaethes Wealth, LLC
N/A—601-601-100%$252.8K———
Amara Financial, Llc.
N/A—597-597-100%$251.1K———
Laraway Financial Advisors Inc
N/A—596-596-100%$250.7K———
Navis Wealth Advisors, LLC
N/A—589-589-100%$247.7K———
U S Wealth Group, Llc.
N/A—587-587-100%$246.9K———
Pinney & Scofield, Inc.
N/A—585-585-100%$246.1K———
Arbor Trust Wealth Advisors, LLC
N/A—582-582-100%$244.8K———
Talisman Wealth Advisors LLC
N/A—581-581-100%$244.2K———
Bulltick Wealth Management, LLC
N/A—581-581-100%$244.4K———
Capital Investment Management, Inc.
N/A—580-580-100%$243.9K———
Moment Partners, LLC
N/A—578-578-100%$243.1K———
Burling Wealth Partners, LLC
N/A—577-577-100%$242.7K———
Compass Advisory Group LLC
N/A—573-573-100%$241.0K———
Wesleyan Assurance Society
N/A—570-570-100%$240.0K———
KEB Asset Management, LLC
N/A—570-570-100%$239.7K———
Crews Bank & Trust
N/A—570-570-100%$239.7K———
Ross\johnson & Associates LLC
N/A—569-569-100%$239.3K———
Bank OZK
N/A—562-562-100%$236.4K———
Chesapeake Capital Corp
N/A—560-560-100%$235.5K———
Brio Consultants, LLC
N/A—556-556-100%$233.9K———
Chico Wealth RIA
N/A—554-554-100%$233.0K———
Bannerstone Capital Management, LLC
N/A—554-554-100%$233.0K———
McGinn Penninger Investment Management, Inc.
N/A—552-552-100%$232.0K———
Note Advisors, LLC
N/A—552-552-100%$232.0K———
Blue Edge Capital, LLC
N/A—552-552-100%$232.2K———
Manning & Napier Advisors LLC
N/A—551-551-100%$226.9K———
Kilter Group LLC
N/A—550-550-100%$231.3K———
Fischer Investment Strategies, LLC
N/A—550-550-100%$231.4K———
Horizon Bancorp Inc
N/A—545-545-100%$229.0K———
Holistic Financial Partners
N/A—541-541-100%$227.5K———
Investors Portfolio Services LLC
N/A—539-539-100%$226.5K———
Crawford Investment Counsel Inc
N/A—535-535-100%$225.0K———
Evernest Financial Advisors, LLC
N/A—533-533-100%$224.2K———
Estate Planners Group, LLC
N/A—533-533-100%$224.3K———
Tandem Financial, LLC
N/A—532-532-100%$223.8K———
9823 Capital, L.P.
N/A—531-531-100%$223.3K———
Byrne Financial Freedom, LLC
N/A—529-529-100%$222.5K———
Varcov Co.
N/A—528-528-100%$222.1K———
Step Capital Management Pte. Ltd.
N/A—525-525-100%$220.8K———
Peloton Wealth Strategists
N/A—524-524-100%$220.0K———
Raffa Wealth Management, LLC
N/A—524-524-100%$220.4K———
LWM Advisory Services, LLC
N/A—513-513-100%$215.8K———
Safe Harbor Fiduciary, LLC
N/A—511-511-100%$214.9K———
NI Acquisitions Company, LLC
N/A—511-511-100%$214.9K———
McLaughlin Asset Management, Inc.
N/A—511-511-100%$214.9K———
R.H. Investment Group, LLC
N/A—509-509-100%$214.1K———
Credit Industriel ET Commercial
N/A—509-509-100%$214.1K———
Tudor Financial Inc.
N/A—507-507-100%$213.2K———
HFR Wealth Management, LLC
N/A—506-506-100%$213.0K———
Stephens Investment Management Group LLC
N/A—505-505-100%$212.4K———
RPS Advisory Solutions LLC
N/A—504-504-100%$212.0K———
Bawa N Mallick Trust
N/A—500-500-100%$210.3K———
Buckland Partners Management Co LLC
N/A—500-500-100%$210.3K———
Front Row Advisors LLC
N/A—500-500-100%$166.4K———
Symmetry Peak Management LLC
N/A—500-500-100%$210.3K———
Star Financial Bank
N/A—497-497-100%$209.0K———
Parvin Asset Management, LLC
N/A—495-495-100%$208.2K———
Clarity Financial LLC
N/A—491-491-100%$206.7K———
BLI - Banque de Luxembourg Investments
N/A—490-490-100%$202.2K———
LOM Asset Management Ltd
N/A—490-490-100%$206.1K———
Wealthedge Investment Advisors, LLC
N/A—487-487-100%$204.8K———
Hutchinson Capital Management
N/A—487-487-100%$204.8K———
Orcam Financial Group
N/A—486-486-100%$204.4K———
FLP Wealth Management, LLC
N/A—477-477-100%$200.6K———
Delta Asset Management LLC
N/A—474-474-100%$199.4K———
Bravera Wealth
N/A—467-467-100%$196.4K———
Cornerstone Financial Management LLC
N/A—454-454-100%$191.0K———
Kelly Lawrence W & Associates Inc
N/A—450-450-100%$189.3K———
SSA Swiss Advisors AG
N/A—437-437-100%$183.8K———
Palladiem, LLC
N/A—435-435-100%$183.0K———
Walsh & Associates, LLC
N/A—429-429-100%$180.4K———
ABS Investment Management LLC
N/A—421-421-100%$656.1K———
Gould Capital, LLC
N/A—413-413-100%$173.7K———
Logan Capital Management Inc
N/A—395-395-100%$166.1K———
Index Technologies Group LLC
N/A—389-389-100%$163.6K———
PlanVest Financial, Inc
N/A—385-385-100%$161.9K———
Bank of the Bluegrass & Trust Co.
N/A—375-375-100%$133.1K———
Measured Wealth Private Client Group, LLC
N/A—374-374-100%$157.3K———
Imprint Wealth LLC
N/A—370-370-100%$155.6K———
Anchor Bay Capital, Inc.
N/A—356-356-100%$117.8K———
Paladin Advisory Group, LLC
N/A—354-354-100%$148.9K———
Consultiva Wealth Management, Corp.
N/A—345-345-100%$145.1K———
WealthCollab, LLC
N/A—342-342-100%$143.8K———
JDM Financial Group LLC
N/A—338-338-100%$142.2K———
Rialto Wealth Management, LLC
N/A—337-337-100%$141.7K———
Swan Capital LLC
N/A—332-332-100%$139.5K———
Orion Capital Management LLC
N/A—330-330-100%$138.6K———
BNP Paribas
N/A—317-317-100%$133.3K———
Field & Main Bank
N/A—312-312-100%$131.2K———
Seneschal Advisors, LLC
N/A—302-302-100%$127.2K———
Highland Investment Advisors LLC
N/A—283-283-100%$119.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—278-278-100%$116.9K———
Graham Capital Management, L.P.
N/A—256-256-100%$107.7K———
Penserra Capital Management LLC
N/A—249-249-100%$104.0K———
Virtus Advisers, LLC
N/A—236-236-100%$99.3K———
Top Private Wealth Llc.
N/A—229-229-100%$96.3K———
Intesa Sanpaolo S.p.A.
N/A—225-225-100%$94.7K———
PMV Capital Advisers, LLC
N/A—224-224-100%$94.2K———
Aberdeen Wealth Management LLC
N/A—223-223-100%$93.8K———
Motco
N/A—220-220-100%$92.5K———
Blackhill Capital Inc
N/A—200-200-100%$84.1K———
Ogorek Anthony Joseph
N/A—198-198-100%$83.0K———
Corsicana & Co.
N/A—189-189-100%$79.5K———
Regatta Research & Money Management
N/A—173-173-100%$72.8K———
Luminist Capital LLC
N/A—167-167-100%$39.1K———
Estabrook Capital Management
N/A—165-165-100%$69.4K———
Meramec Financial Planners, LLC
N/A—162-162-100%$50.1K———
Cbiz Investment Advisory Services, LLC
N/A—145-145-100%$53.9K———
Rexford Capital Inc
N/A—135-135-100%$56.9K———
Westfuller Advisors, LLC
N/A—132-132-100%$55.7K———
Sumitomo Mitsui Financial Group, Inc.
N/A—120-120-100%$50.5K———
Marshall Investment Management, LLC
N/A—114-114-100%$47.9K———
Turim 21 Investimentos Ltda.
N/A—108-108-100%$45.4K———
Chelsea Counsel Co
N/A—107-107-100%$45.0K———
Timbuktu Capital Management, LLC
N/A—100-100-100%$42.1K———
Atomic Invest LLC
N/A—89-89-100%$36.7K———
Harborfront Financial Group LLC
N/A—82-82-100%$34.5K———
Symmetry Investments LP
N/A—80-80-100%$33.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—77-77-100%$32.4K———
Stance Capital LLC
N/A—73-73-100%$30.7K———
Millstone Evans Group, LLC
N/A—70-70-100%$29.4K———
Groupe la Francaise
N/A—65-65-100%$22.3K———
ESL Trust Services, LLC
N/A—64-64-100%$26.9K———
Security National Bank of Sioux City Iowa
N/A—60-60-100%$25.2K———
Bruce G. Allen Investments, LLC
N/A—57-57-100%$24.0K———
CoreFirst Bank & Trust
N/A—55-55-100%$23.1K———
Caldwell Sutter Capital, Inc.
N/A—54-54-100%$22.7K———
Providence Capital Advisors, LLC
N/A—52-52-100%$21.7K———
Palouse Capital Management, Inc.
N/A—50-50-100%$21.0K———
Riverview Trust Co
N/A—50-50-100%$21.0K———
Nalls Sherbakoff Group, LLC
N/A—45-45-100%$18.9K———
Ravenstone Capital Management Inc.
N/A—35-35-100%$14.7K———
Parallax Volatility Advisers, L.P.
N/A—32-32-100%$13.5K———
Titan Wealth (CI) Ltd
N/A—30-30-100%$12.6K———
WHI Trust Co LLC
N/A—30-30-100%$12.6K———
Westend Capital Management, LLC
N/A—25-25-100%$10.5K———
Delos Wealth Advisors, LLC
N/A—21-21-100%$8.8K———
Tiaa Trust, National Association
N/A—18-18-100%$7.6K———
Bard Associates Inc
N/A—16-16-100%$6.7K———
C M Bidwell & Associates LTD
N/A—13-13-100%$5.5K———
Vanguard Advisers Inc
N/A—13-13-100%$5.5K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—11-11-100%$4.6K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$4.2K———
Richard W. Paul & Associates, LLC
N/A—7-7-100%$2.9K———
Quarry LP
N/A—6-6-100%$2.5K———
Hamrick Investment Counsel, llc
N/A—4-4-100%$1.7K———
Aviso Financial Inc.
N/A—3-3-100%$1.3K———
Park Square Financial Group, LLC
N/A—1-1-100%$421———
Cordant, Inc.
N/A—1-1-100%$598———
Atlantic Private Wealth, LLC
N/A—00—$42———
Boreal Capital Management LLC
N/A—00—$328.9K———
Showing 4432 of 4432 institutions