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Texas Instruments Inc (TXN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares24,531,731 from 24,038,147
Change+493,584 (+2%)
Value$6.9B (-$284.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares15,609,446 from 15,059,099
Change+550,347 (+4%)
Value$4.4B (-$116.6M)
Filed 2026-11-05
Amundi
INCREASED
Shares9,477,404 from 8,534,724
Change+942,680 (+11%)
Value$2.7B (+$110.6M)
Filed 2026-11-06
Mirabaud Asset Management Ltd
INCREASED
Shares6,799,000 from 7,500
Change+6,791,500 (+90553%)
Value$1.9M (-$225.9K)
Filed 2026-11-09
Barclays PLC
INCREASED
Shares4,999,593 from 4,851,096
Change+148,497 (+3%)
Value$1.4B (-$45.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares4,472,815 from 4,391,755
Change+81,060 (+2%)
Value$1.3B (-$56.0M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares4,319,824 from 3,592,938
Change+726,886 (+20%)
Value$1.2B (+$139.0M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,161,285 from 4,044,637
Change+116,648 (+3%)
Value$1.2B (-$40.1M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares3,990,292 from 2,280,953
Change+1,709,339 (+75%)
Value$1.1B (+$437.8M)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares2,558,782 from 3,182,354
Change-623,572 (-20%)
Value$716.7M (-$231.9M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,136,195 from 2,175,608
Change-39,413 (-2%)
Value$598.3M (-$50.2M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares1,928,111 from 1,088,670
Change+839,441 (+77%)
Value$543.2K (+$341.0K)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,836,611 from 1,474,933
Change+361,678 (+25%)
Value$514.4M (+$74.8M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares1,642,037 from 1,747,184
Change-105,147 (-6%)
Value$459.9M (-$60.9M)
Filed 2026-11-06
Acadian Asset Management LLC
INCREASED
Shares1,505,425 from 1,056,916
Change+448,509 (+42%)
Value$421.6K (-$314.6M)
Filed 2026-11-09
Baillie Gifford & Co
DECREASED
Shares1,451,288 from 1,546,937
Change-95,649 (-6%)
Value$406.5M (-$54.6M)
Filed 2026-11-09
Alecta Tjanstepension Omsesidigt
DECREASED
Shares1,433,000 from 1,704,000
Change-271,000 (-16%)
Value$401.2M (-$106.4M)
Filed 2026-11-02
Bank of Montreal
DECREASED
Shares1,425,547 from 1,608,752
Change-183,205 (-11%)
Value$399.3M (-$80.2M)
Filed 2026-11-09
Russell Investments Group, Ltd.
INCREASED
Shares1,302,262 from 1,006,124
Change+296,138 (+29%)
Value$365.0M (+$67.5M)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares1,294,432 from 1,291,269
Change+3,163 (+0%)
Value$362.6M (-$22.3M)
Filed 2026-10-26
Rothschild & Co Wealth Management UK Ltd
DECREASED
Shares1,288,313 from 1,288,362
Change-49 (0%)
Value$360.8M (-$23.2M)
Filed 2026-10-20
ProShare Advisors LLC
INCREASED
Shares1,180,722 from 1,111,162
Change+69,560 (+6%)
Value$330.7M (-$495.6K)
Filed 2026-10-29
Guinness Asset Management LTD
DECREASED
Shares1,059,424 from 1,098,283
Change-38,859 (-4%)
Value$296.7M (-$29.4M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares1,030,466 from 1,177,208
Change-146,742 (-12%)
Value$288.6M (-$62.3M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,023,652 from 1,021,194
Change+2,458 (+0%)
Value$286.7M (-$17.7M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,019,769 from 1,099,508
Change-79,739 (-7%)
Value$285.6M (-$42.1M)
Filed 2026-11-02
Bahl & Gaynor LLC
INCREASED
Shares894,223 from 867,874
Change+26,349 (+3%)
Value$250.5M (-$8.2M)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED
Shares855,979 from 646,368
Change+209,611 (+32%)
Value$239.8M (+$47.1M)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares850,511 from 849,532
Change+979 (+0%)
Value$238.2M (-$15.0M)
Filed 2026-11-05
Banque Pictet & CIE SA
DECREASED
Shares844,012 from 1,513,465
Change-669,453 (-44%)
Value$236.4M (-$214.7M)
Filed 2026-10-16
Local Pensions Partnership Investment Ltd
DECREASED
Shares833,384 from 847,784
Change-14,400 (-2%)
Value$233.4M (-$19.2M)
Filed 2026-10-26
Neos Investment Management LLC
INCREASED
Shares783,107 from 693,419
Change+89,688 (+13%)
Value$219.3M (+$12.7M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares724,783 from 738,193
Change-13,410 (-2%)
Value$203.0M (-$17.0M)
Filed 2026-11-05
Markel Group Inc.
UNCHANGED
Shares724,000 from 724,000
Change0 (0%)
Value$202.8M (-$13.0M)
Filed 2026-10-30
New York State Teachers Retirement System
DECREASED
Shares670,205 from 675,243
Change-5,038 (-1%)
Value$187.7K (-$201.1M)
Filed 2026-10-22
Danske Bank A/S
DECREASED
Shares654,815 from 909,035
Change-254,220 (-28%)
Value$183.4M (-$87.5M)
Filed 2026-11-09
Bessemer Group Inc
INCREASED
Shares646,372 from 645,980
Change+392 (+0%)
Value$181.0K (-$192.4M)
Filed 2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares582,852 from 584,338
Change-1,486 (0%)
Value$163.3M (-$10.9M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares578,019 from 580,612
Change-2,593 (0%)
Value$162.1M (-$10.7M)
Filed 2026-11-06
William Blair Investment Management, LLC
INCREASED
Shares527,520 from 506,229
Change+21,291 (+4%)
Value$147.8M (-$3.1M)
Filed 2026-11-06
Hamlin Capital Management, LLC
DECREASED
Shares500,329 from 503,546
Change-3,217 (-1%)
Value$140.1M (-$10.0M)
Filed 2026-10-08
Fort Washington Investment Advisors Inc
DECREASED
Shares493,241 from 536,900
Change-43,659 (-8%)
Value$138.2M (-$21.9M)
Filed 2026-10-15
James Hambro & Partners LLP
INCREASED
Shares490,504 from 477,948
Change+12,556 (+3%)
Value$137.4M (-$5.0M)
Filed 2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares462,102 from 429,562
Change+32,540 (+8%)
Value$129.6M (+$2.5M)
Filed 2026-10-29
Bowen Hanes & Co Inc
DECREASED
Shares454,115 from 459,387
Change-5,272 (-1%)
Value$127.2M (+$38.0M)
Filed 2026-11-09
Retirement Systems of Alabama
INCREASED
Shares453,937 from 340,996
Change+112,941 (+33%)
Value$127.1M (+$25.5M)
Filed 2026-11-04
Pictet Asset Management Holding SA
DECREASED
Shares451,164 from 622,119
Change-170,955 (-27%)
Value$126.4M (-$59.1M)
Filed 2026-11-03
Mawer Investment Management Ltd.
DECREASED
Shares443,341 from 447,181
Change-3,840 (-1%)
Value$124.2M (-$9.1M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares432,308 from 341,697
Change+90,611 (+27%)
Value$120.2M (+$17.7M)
Filed 2026-10-13
Cardano Risk Management B.V.
INCREASED
Shares431,134 from 337,713
Change+93,421 (+28%)
Value$120.8K (+$20.1K)
Filed 2026-10-20
Handelsbanken Fonder AB
INCREASED
Shares429,525 from 419,960
Change+9,565 (+2%)
Value$120.3K (-$4.9K)
Filed 2026-11-09
Asset Management One Co., Ltd.
INCREASED
Shares429,202 from 423,074
Change+6,128 (+1%)
Value$120.2M (-$5.9M)
Filed 2026-10-27
CIBC Asset Management Inc
DECREASED
Shares428,835 from 432,536
Change-3,701 (-1%)
Value$120.1M (-$8.8M)
Filed 2026-11-05
Swedbank AB
DECREASED
Shares417,921 from 426,544
Change-8,623 (-2%)
Value$117.1M (-$10.1M)
Filed 2026-10-27
UniSuper Management Pty Ltd
DECREASED
Shares414,976 from 421,657
Change-6,681 (-2%)
Value$116.2M (-$9.5M)
Filed 2026-10-26
Daiwa Securities Group Inc.
INCREASED
Shares404,815 from 361,836
Change+42,979 (+12%)
Value$113.4M (+$5.5M)
Filed 2026-10-29
Schwartz Investment Counsel Inc
DECREASED
Shares404,650 from 468,900
Change-64,250 (-14%)
Value$113.3M (-$26.4M)
Filed 2026-10-26
Caledonia Investments PLC
UNCHANGED
Shares397,000 from 397,000
Change0 (0%)
Value$111.2M (-$7.1M)
Filed 2026-10-13
Aegon Asset Management UK PLC
DECREASED
Shares394,667 from 461,092
Change-66,425 (-14%)
Value$110.5M (-$26.9M)
Filed 2026-11-04
J. Safra Sarasin Holding AG
INCREASED
Shares379,879 from 369,538
Change+10,341 (+3%)
Value$76.7M (+$2.5M)
Filed 2026-10-26
SEB Asset Management AB
INCREASED
Shares373,773 from 342,760
Change+31,013 (+9%)
Value$104.7M (+$2.5M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares366,662 from 305,817
Change+60,845 (+20%)
Value$102.7M (+$11.5M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
DECREASED
Shares358,300 from 514,870
Change-156,570 (-30%)
Value$100.4M (-$53.1M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares341,335 from 353,731
Change-12,396 (-3%)
Value$95.6M (-$9.8M)
Filed 2026-10-15
Congress Asset Management Co
INCREASED
Shares335,540 from 265,222
Change+70,318 (+27%)
Value$94.0M (+$14.9M)
Filed 2026-10-06
Squarepoint Ops LLC
INCREASED
Shares333,664 from 319,213
Change+14,451 (+5%)
Value$93.5M (-$1.7M)
Filed 2026-11-09
Regions Financial Corp
DECREASED
Shares330,110 from 338,365
Change-8,255 (-2%)
Value$92.5M (-$8.4M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares326,980 from 338,686
Change-11,706 (-3%)
Value$91.6M (-$9.4M)
Filed 2026-10-20
Canoe Financial LP
DECREASED
Shares321,950 from 498,756
Change-176,806 (-35%)
Value$90.6M (-$58.1M)
Filed 2026-10-21
Fiera Capital Corp
INCREASED
Shares316,870 from 298,623
Change+18,247 (+6%)
Value$88.8M (-$258.4K)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares301,720 from 301,522
Change+198 (+0%)
Value$84.6M (-$5.3M)
Filed 2026-10-14
BCV Asset Management Inc.
DECREASED
Shares300,125 from 306,656
Change-6,531 (-2%)
Value$84.4M (-$3.3M)
Filed 2026-11-06
Border to Coast Pensions Partnership Ltd
INCREASED
Shares297,658 from 270,310
Change+27,348 (+10%)
Value$83.2K (-$80.4M)
Filed 2026-10-09
Rakuten Investment Management, Inc.
INCREASED
Shares294,859 from 263,737
Change+31,122 (+12%)
Value$83.1M (+$7.8M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
DECREASED
Shares293,920 from 294,391
Change-471 (0%)
Value$82.3M (-$5.4M)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares288,578 from 243,475
Change+45,103 (+19%)
Value$80.8M (+$8.3M)
Filed 2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED
Shares269,874 from 265,274
Change+4,600 (+2%)
Value$75.6K (-$79.0M)
Filed 2026-10-08
Mondrian Investment Partners LTD
DECREASED
Shares268,741 from 515,330
Change-246,589 (-48%)
Value$75.3M (-$78.3M)
Filed 2026-10-23
AIA Group Ltd
INCREASED
Shares267,691 from 228,848
Change+38,843 (+17%)
Value$75.0M (+$6.8M)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares267,402 from 257,606
Change+9,796 (+4%)
Value$74.9M (-$1.9M)
Filed 2026-11-03
Nicholas Company, Inc.
DECREASED
Shares267,052 from 267,187
Change-135 (0%)
Value$74.8M (-$4.8M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares266,088 from 258,442
Change+7,646 (+3%)
Value$74.9M (-$2.3M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares263,822 from 251,880
Change+11,942 (+5%)
Value$73.9K (-$75.0M)
Filed 2026-10-22
Czech National Bank
INCREASED
Shares262,398 from 259,047
Change+3,351 (+1%)
Value$73.5M (-$3.7M)
Filed 2026-10-13
Wedge Capital Management L L P
DECREASED
Shares257,987 from 266,012
Change-8,025 (-3%)
Value$72.3M (-$7.0M)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares255,280 from 263,338
Change-8,058 (-3%)
Value$71.5M (-$7.0M)
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares254,008 from 252,636
Change+1,372 (+1%)
Value$71.1M (-$4.2M)
Filed 2026-11-03
LBP AM SA
INCREASED
Shares253,140 from 19,336
Change+233,804 (+1209%)
Value$70.9M (+$65.1M)
Filed 2026-11-06
Welch Group, LLC
DECREASED
Shares252,500 from 255,512
Change-3,012 (-1%)
Value$70.7M (-$5.4M)
Filed 2026-10-29
Nykredit A/S
INCREASED
Shares252,132 from 244,700
Change+7,432 (+3%)
Value$70.6M (-$2.3M)
Filed 2026-11-06
OFI Invest Asset Management
DECREASED
Shares237,861 from 499,791
Change-261,930 (-52%)
Value$58.7M (-$71.8M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares231,993 from 212,069
Change+19,924 (+9%)
Value$65.0K (-$63.1M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares231,883 from 182,224
Change+49,659 (+27%)
Value$69.1M (+$14.8M)
Filed 2026-11-06
Northside Capital Management, LLC
INCREASED
Shares230,700 from 230,637
Change+63 (+0%)
Value$64.6M (-$4.1M)
Filed 2026-10-13
Maple Capital Management, Inc.
DECREASED
Shares230,061 from 236,393
Change-6,332 (-3%)
Value$64.4M (-$6.0M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares229,461 from 233,061
Change-3,600 (-2%)
Value$64.3M (-$5.2M)
Filed 2026-10-27
Ninety One UK Ltd
DECREASED
Shares220,877 from 392,347
Change-171,470 (-44%)
Value$61.9M (-$55.1M)
Filed 2026-10-15
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares219,370 from 212,629
Change+6,741 (+3%)
Value$61.4M (-$1.9M)
Filed 2026-11-09
Meitav Investment House LTD
INCREASED
Shares218,900 from 201,500
Change+17,400 (+9%)
Value$61.3M (+$1.3M)
Filed 2026-10-28
Old Republic International Corp
DECREASED
Shares217,117 from 236,120
Change-19,003 (-8%)
Value$60.8K (-$9.4K)
Filed 2026-10-26
IFM Investors Pty Ltd
INCREASED
Shares217,008 from 208,508
Change+8,500 (+4%)
Value$60.8M (-$1.4M)
Filed 2026-10-14
Gateway Investment Advisers LLC
INCREASED
Shares213,039 from 202,608
Change+10,431 (+5%)
Value$59.7M (-$721.3K)
Filed 2026-10-13
Roffman Miller Associates Inc
DECREASED
Shares211,700 from 214,633
Change-2,933 (-1%)
Value$59.3M (-$4.7M)
Filed 2026-10-19
Cullen T Bankers, Inc.
INCREASED
Shares209,844 from 172,984
Change+36,860 (+21%)
Value$58.8M (+$7.2M)
Filed 2026-10-28
Vest Financial, LLC
INCREASED
Shares208,382 from 135,325
Change+73,057 (+54%)
Value$58.4M (+$18.0M)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
INCREASED
Shares207,574 from 101,463
Change+106,111 (+105%)
Value$58.1M (+$27.9M)
Filed 2026-10-21
Willis Investment Counsel
DECREASED
Shares204,331 from 237,001
Change-32,670 (-14%)
Value$57.2M (-$13.4M)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares202,729 from 212,914
Change-10,185 (-5%)
Value$56.8M (-$6.7M)
Filed 2026-10-21
Calamos Advisors LLC
INCREASED
Shares202,337 from 199,288
Change+3,049 (+2%)
Value$56.7M (-$2.7M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares201,768 from 201,015
Change+753 (+0%)
Value$56.5M (-$3.4M)
Filed 2026-11-03
Natixis
INCREASED
Shares197,691 from 5,865
Change+191,826 (+3271%)
Value$55.4M (+$53.6M)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares195,605 from 238,655
Change-43,050 (-18%)
Value$54.8M (-$16.3M)
Filed 2026-10-30
Metropolis Capital Ltd
DECREASED
Shares193,694 from 206,347
Change-12,653 (-6%)
Value$54.3M (+$14.2M)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares187,338 from 187,151
Change+187 (+0%)
Value$52.7M (-$3.2M)
Filed 2026-10-16
Amalgamated Bank
DECREASED
Shares183,914 from 187,496
Change-3,582 (-2%)
Value$51.5K (-$55.8M)
Filed 2026-10-23
Avity Investment Management Inc.
INCREASED
Shares183,858 from 176,759
Change+7,099 (+4%)
Value$51.5M (-$1.2M)
Filed 2026-10-09
GF Fund Management Co. Ltd.
DECREASED
Shares182,324 from 183,793
Change-1,469 (-1%)
Value$51.1M (-$3.7M)
Filed 2026-10-26
Miller Howard Investments Inc
DECREASED
Shares174,862 from 176,722
Change-1,860 (-1%)
Value$49.0M (-$3.7M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares173,665 from 156,064
Change+17,601 (+11%)
Value$48.6M (+$2.1M)
Filed 2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares172,794 from 165,824
Change+6,970 (+4%)
Value$48.4M (-$1.0M)
Filed 2026-10-19
Campbell Newman Asset Management Inc
INCREASED
Shares165,213 from 164,583
Change+630 (+0%)
Value$46.3M (-$2.8M)
Filed 2026-10-22
Artemis Investment Management LLP
DECREASED
Shares163,174 from 176,870
Change-13,696 (-8%)
Value$45.7M (-$7.0M)
Filed 2026-10-08
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares162,282 from 155,909
Change+6,373 (+4%)
Value$45.5K (-$46.4M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares159,487 from 173,160
Change-13,673 (-8%)
Value$44.7M (-$6.9M)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares158,978 from 163,233
Change-4,255 (-3%)
Value$44.5M (-$4.1M)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares145,956 from 160,886
Change-14,930 (-9%)
Value$40.9M (-$7.1M)
Filed 2026-11-03
Troy Asset Management Ltd
DECREASED
Shares143,772 from 153,815
Change-10,043 (-7%)
Value$40.3M (-$5.6M)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares143,507 from 147,590
Change-4,083 (-3%)
Value$40.2M (-$3.8M)
Filed 2026-11-06
Aberdeen Group plc
DECREASED
Shares138,906 from 1,041,272
Change-902,366 (-87%)
Value$10.6M (-$299.8M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares137,548 from 134,689
Change+2,859 (+2%)
Value$38.5M (-$1.6M)
Filed 2026-10-05
OP Asset Management Ltd
INCREASED
Shares137,208 from 101,702
Change+35,506 (+35%)
Value$38.4M (+$8.1M)
Filed 2026-11-05
Rockland Trust Co
INCREASED
Shares137,003 from 136,799
Change+204 (+0%)
Value$38.4M (-$2.4M)
Filed 2026-10-05
New York Life Investment Management LLC
INCREASED
Shares136,211 from 135,737
Change+474 (+0%)
Value$38.2M (-$2.3M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares134,990 from 130,297
Change+4,693 (+4%)
Value$37.8M (-$1.0M)
Filed 2026-10-20
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares133,844 from 136,582
Change-2,738 (-2%)
Value$37.5M (-$3.2M)
Filed 2026-11-09
Meyer Handelman Co
DECREASED
Shares130,578 from 130,738
Change-160 (0%)
Value$36.6M (-$2.4M)
Filed 2026-10-28
WestEnd Advisors, LLC
DECREASED
Shares129,852 from 180,372
Change-50,520 (-28%)
Value$36.4M (-$17.4M)
Filed 2026-10-27
Keybank National Association
DECREASED
Shares129,118 from 130,559
Change-1,441 (-1%)
Value$36.2M (-$2.8M)
Filed 2026-11-04
Nordea Investment Management AB
DECREASED
Shares127,184 from 167,886
Change-40,702 (-24%)
Value$35.7M (-$13.8M)
Filed 2026-11-09
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares126,174 from 217,295
Change-91,121 (-42%)
Value$35.3M (-$29.4M)
Filed 2026-10-22
FengHe Fund Management Pte. Ltd.
DECREASED
Shares125,306 from 575,100
Change-449,794 (-78%)
Value$35.1M (-$136.3M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares122,198 from 220,702
Change-98,504 (-45%)
Value$34.2M (-$31.6M)
Filed 2026-10-30
Candriam S.C.A.
INCREASED
Shares121,099 from 97,590
Change+23,509 (+24%)
Value$34.0M (+$5.0M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares120,040 from 127,365
Change-7,325 (-6%)
Value$33.6M (-$4.3M)
Filed 2026-10-27
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares119,779 from 111,591
Change+8,188 (+7%)
Value$33.5M (+$287.0K)
Filed 2026-11-06
Crestwood Advisors Group, LLC
DECREASED
Shares117,501 from 123,511
Change-6,010 (-5%)
Value$32.9M (-$3.9M)
Filed 2026-10-27
Guyasuta Investment Advisors Inc
DECREASED
Shares114,970 from 115,250
Change-280 (0%)
Value$32.2M (-$2.2M)
Filed 2026-10-15
Obermeyer Wealth Partners
INCREASED
Shares114,374 from 112,214
Change+2,160 (+2%)
Value$32.0M (-$1.4M)
Filed 2026-10-21
Profund Advisors LLC
DECREASED
Shares114,338 from 125,868
Change-11,530 (-9%)
Value$32.0M (-$5.5M)
Filed 2026-10-29
Wealthfront Advisers LLC
DECREASED
Shares112,896 from 114,510
Change-1,614 (-1%)
Value$31.6M (-$2.5M)
Filed 2026-11-09
Oregon Public Employees Retirement Fund
INCREASED
Shares112,325 from 111,924
Change+401 (+0%)
Value$31.5M (-$1.9M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares107,414 from 69,609
Change+37,805 (+54%)
Value$30.1M (+$9.3M)
Filed 2026-10-28
iA Global Asset Management Inc.
DECREASED
Shares106,735 from 159,729
Change-52,994 (-33%)
Value$29.9K (-$47.6M)
Filed 2026-10-29
ABN Amro Investment Solutions
INCREASED
Shares106,294 from 69,951
Change+36,343 (+52%)
Value$29.8M (+$8.9M)
Filed 2026-10-21
ASR Vermogensbeheer N.V.
INCREASED
Shares105,872 from 100,365
Change+5,507 (+5%)
Value$29.7M (-$261.7K)
Filed 2026-10-16
Sarasin & Partners LLP
DECREASED
Shares104,372 from 112,599
Change-8,227 (-7%)
Value$29.2M (-$4.3M)
Filed 2026-10-13
Krane Funds Advisors LLC
INCREASED
Shares104,100 from 63,100
Change+41,000 (+65%)
Value$29.2M (+$10.3M)
Filed 2026-11-09
Farmers & Merchants Investments Inc
DECREASED
Shares103,724 from 104,902
Change-1,178 (-1%)
Value$29.1M (-$2.2M)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares102,723 from 98,927
Change+3,796 (+4%)
Value$28.8M (-$715.6K)
Filed 2026-11-03
E. Ohman J:or Asset Management AB
INCREASED
Shares102,541 from 32,541
Change+70,000 (+215%)
Value$28.7M (+$19.0M)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares102,500 from 105,000
Change-2,500 (-2%)
Value$28.7M (-$2.6M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares101,541 from 98,275
Change+3,266 (+3%)
Value$28.4K (-$29.3M)
Filed 2026-11-02
Moran Wealth Management, LLC
INCREASED
Shares101,370 from 101,280
Change+90 (+0%)
Value$28.4M (-$1.8M)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares98,949 from 107,762
Change-8,813 (-8%)
Value$27.7M (-$4.4M)
Filed 2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares98,714 from 97,614
Change+1,100 (+1%)
Value$27.6M (-$1.4M)
Filed 2026-10-30
Achmea Investment Management B.V.
NEW
Shares97,116
Change+97,116
Value$27.2M
Filed 2026-10-30
Matrix Asset Advisors Inc
DECREASED
Shares96,778 from 98,361
Change-1,583 (-2%)
Value$27.1M (-$2.2M)
Filed 2026-10-13
Robeco Schweiz AG
DECREASED
Shares96,460 from 122,184
Change-25,724 (-21%)
Value$27.0M (-$9.4M)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares96,035 from 92,299
Change+3,736 (+4%)
Value$26.9M (-$614.9K)
Filed 2026-11-06
Yousif Capital Management, LLC
INCREASED
Shares95,680 from 94,447
Change+1,233 (+1%)
Value$26.8M (-$1.4M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares94,488 from 94,841
Change-353 (0%)
Value$26.5M (-$1.8M)
Filed 2026-10-23
Mcdaniel Terry & Co
INCREASED
Shares94,425 from 94,421
Change+4 (0%)
Value$26.4M (-$1.7M)
Filed 2026-11-05
Nexus Investment Management ULC
DECREASED
Shares93,996 from 103,296
Change-9,300 (-9%)
Value$26.3M (-$4.5M)
Filed 2026-10-27
Vaughan David Investments LLC
DECREASED
Shares90,903 from 92,403
Change-1,500 (-2%)
Value$25.5K (-$27.5M)
Filed 2026-11-05
Factory Mutual Insurance Co
DECREASED
Shares89,700 from 108,650
Change-18,950 (-17%)
Value$25.1M (-$7.3M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares89,257 from 88,562
Change+695 (+1%)
Value$25.0M (-$1.4M)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares89,033 from 85,652
Change+3,381 (+4%)
Value$24.9M (-$593.1K)
Filed 2026-10-23
Torray Investment Partners LLC
INCREASED
Shares88,785 from 65,895
Change+22,890 (+35%)
Value$24.9M (+$5.2M)
Filed 2026-10-30
Empire Life Investments Inc.
DECREASED
Shares88,717 from 89,660
Change-943 (-1%)
Value$24.8M (-$1.9M)
Filed 2026-11-06
Alta Capital Management LLC/
DECREASED
Shares88,520 from 95,958
Change-7,438 (-8%)
Value$24.8M (-$3.8M)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares86,511 from 89,172
Change-2,661 (-3%)
Value$24.2K (-$26.6M)
Filed 2026-10-15
Illinois Municipal Retirement Fund
INCREASED
Shares86,021 from 75,420
Change+10,601 (+14%)
Value$24.1M (+$1.6M)
Filed 2026-11-05
Intech Investment Management LLC
INCREASED
Shares85,246 from 74,508
Change+10,738 (+14%)
Value$23.9M (+$1.7M)
Filed 2026-11-09
Segment Wealth Management, LLC
DECREASED
Shares82,358 from 83,685
Change-1,327 (-2%)
Value$23.1M (-$1.9M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares82,262 from 74,295
Change+7,967 (+11%)
Value$23.0M (+$895.6K)
Filed 2026-11-06
Verity & Verity, LLC
INCREASED
Shares81,172 from 80,508
Change+664 (+1%)
Value$22.7M (-$1.3M)
Filed 2026-10-23
King Luther Capital Management Corp
INCREASED
Shares79,735 from 77,256
Change+2,479 (+3%)
Value$22.3M (-$694.7K)
Filed 2026-11-05
University of Texas S AM Investment Management Co
INCREASED
Shares79,729 from 53,973
Change+25,756 (+48%)
Value$22.3M (+$6.2M)
Filed 2026-11-03
Kinsale Capital Group, Inc.
INCREASED
Shares78,139 from 68,305
Change+9,834 (+14%)
Value$21.9M (+$1.5M)
Filed 2026-11-04
Hantz Financial Services, Inc.
DECREASED
Shares78,048 from 84,113
Change-6,065 (-7%)
Value$21.9K (-$25.0M)
Filed 2026-11-09
DDD Partners, LLC
INCREASED
Shares77,858 from 76,410
Change+1,448 (+2%)
Value$21.8M (-$968.3K)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED
Shares77,796 from 78,554
Change-758 (-1%)
Value$21.8M (-$1.6M)
Filed 2026-11-05
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares75,946 from 75,946
Change0 (0%)
Value$21.3M (-$1.4M)
Filed 2026-11-09
Canada Post Corp Registered Pension Plan
DECREASED
Shares75,076 from 81,146
Change-6,070 (-7%)
Value$21.1M (-$3.0M)
Filed 2026-11-09
Williams Jones Wealth Management, Llc.
INCREASED
Shares74,608 from 74,546
Change+62 (+0%)
Value$20.9M (-$1.3M)
Filed 2026-11-05
Mizuho Securities USA LLC
INCREASED
Shares74,554 from 71,250
Change+3,304 (+5%)
Value$19.5M (-$1.8M)
Filed 2026-11-09
Atria Investments, Inc
INCREASED
Shares73,140 from 69,917
Change+3,223 (+5%)
Value$20.5M (-$354.6K)
Filed 2026-10-15
Argent Capital Management LLC
DECREASED
Shares72,789 from 75,346
Change-2,557 (-3%)
Value$20.4M (-$2.1M)
Filed 2026-10-05
North Growth Management Ltd.
INCREASED
Shares72,000 from 71,000
Change+1,000 (+1%)
Value$20.3K (-$21.3M)
Filed 2026-10-20
Tctc Holdings, LLC
DECREASED
Shares71,685 from 72,159
Change-474 (-1%)
Value$20.1M (-$1.4M)
Filed 2026-11-02
Gulf International Bank (UK) Ltd
UNCHANGED
Shares70,958 from 70,958
Change0 (0%)
Value$19.9K (-$21.1M)
Filed 2026-10-20
Intact Investment Management Inc.
DECREASED
Shares69,920 from 78,100
Change-8,180 (-10%)
Value$19.6M (-$3.7M)
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares69,445 from 70,812
Change-1,367 (-2%)
Value$19.5M (-$1.7M)
Filed 2026-11-06
Investment House LLC
DECREASED
Shares68,753 from 103,080
Change-34,327 (-33%)
Value$19.3M (-$11.5M)
Filed 2026-10-21
Busey Bank
DECREASED
Shares68,538 from 70,325
Change-1,787 (-3%)
Value$19.2M (-$1.8M)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares67,873 from 65,136
Change+2,737 (+4%)
Value$19.0M (-$404.5K)
Filed 2026-10-22
Eldred Rock Partners, LLC
INCREASED
Shares66,326 from 65,899
Change+427 (+1%)
Value$18.6M (-$1.1M)
Filed 2026-10-13
Cullinan Associates Inc
INCREASED
Shares66,155 from 62,683
Change+3,472 (+6%)
Value$18.5M (-$154.5K)
Filed 2026-11-03
Covea Finance
UNCHANGED
Shares62,950 from 62,950
Change0 (0%)
Value$17.6M (-$1.1M)
Filed 2026-10-21
Gradient Investments LLC
DECREASED
Shares62,343 from 73,559
Change-11,216 (-15%)
Value$17.5M (-$4.5M)
Filed 2026-10-08
Palisade Asset Management, LLC
DECREASED
Shares62,147 from 66,123
Change-3,976 (-6%)
Value$17.4M (-$2.3M)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
DECREASED
Shares61,966 from 63,923
Change-1,957 (-3%)
Value$17.4M (-$1.7M)
Filed 2026-11-04
Generali Asset Management SPA SGR
INCREASED
Shares61,889 from 61,000
Change+889 (+1%)
Value$17.3M (-$847.8K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares61,256 from 60,411
Change+845 (+1%)
Value$17.2M (-$849.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares60,640 from 61,706
Change-1,066 (-2%)
Value$17.0M (-$1.4M)
Filed 2026-11-06
GHP Investment Advisors, Inc.
INCREASED
Shares60,614 from 58,083
Change+2,531 (+4%)
Value$17.0M (-$335.3K)
Filed 2026-10-15
Raiffeisen Bank International AG
INCREASED
Shares58,985 from 54,296
Change+4,689 (+9%)
Value$16.6M (+$1.1M)
Filed 2026-10-28
Calamos Wealth Management LLC
DECREASED
Shares57,669 from 58,558
Change-889 (-2%)
Value$16.2M (-$1.3M)
Filed 2026-11-02
Cutler Investment Counsel LLC
DECREASED
Shares56,421 from 56,533
Change-112 (0%)
Value$15.8M (-$1.0M)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares56,154 from 56,474
Change-320 (-1%)
Value$15.7M (-$1.1M)
Filed 2026-10-13
Maryland State Retirement & Pension System
INCREASED
Shares55,898 from 49,059
Change+6,839 (+14%)
Value$15.7M (+$1.0M)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares55,481 from 55,116
Change+365 (+1%)
Value$15.5M (-$888.9K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
DECREASED
Shares55,309 from 61,887
Change-6,578 (-11%)
Value$15.5M (-$3.0M)
Filed 2026-10-21
Bank Pictet & Cie (Europe) AG
DECREASED
Shares54,567 from 79,769
Change-25,202 (-32%)
Value$15.3M (-$8.5M)
Filed 2026-10-20
Genus Capital Management Inc.
INCREASED
Shares53,161 from 53,056
Change+105 (+0%)
Value$14.9M (-$924.5K)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares53,100 from 53,591
Change-491 (-1%)
Value$14.9K (-$16.0M)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares51,931 from 46,127
Change+5,804 (+13%)
Value$14.5M (+$796.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares51,915 from 52,903
Change-988 (-2%)
Value$14.5M (-$1.2M)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares51,244 from 47,064
Change+4,180 (+9%)
Value$15.4M (+$1.4M)
Filed 2026-11-04
Payden & Rygel
INCREASED
Shares50,250 from 50,100
Change+150 (+0%)
Value$14.1K (-$14.9M)
Filed 2026-10-28
Succession Financial, Inc.
UNCHANGED
Shares49,531 from 49,531
Change0 (0%)
Value$13.9M (-$890.6K)
Filed 2026-10-14
Hartford Investment Management Co
DECREASED
Shares48,887 from 50,317
Change-1,430 (-3%)
Value$13.7M (-$1.3M)
Filed 2026-11-04
Generate Investment Management Ltd
DECREASED
Shares47,684 from 48,920
Change-1,236 (-3%)
Value$13.4M (-$1.2M)
Filed 2026-10-14
Lockheed Martin Investment Management Co
DECREASED
Shares47,670 from 70,490
Change-22,820 (-32%)
Value$13.4M (-$7.7M)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares47,386 from 47,132
Change+254 (+1%)
Value$13.3M (-$775.9K)
Filed 2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares47,038 from 73,499
Change-26,461 (-36%)
Value$13.2M (-$8.7M)
Filed 2026-10-21
Silverberg Bernstein Capital Management LLC
DECREASED
Shares46,988 from 47,392
Change-404 (-1%)
Value$13.2M (-$965.3K)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares46,192 from 46,559
Change-367 (-1%)
Value$12.9M (-$939.9K)
Filed 2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares46,185 from 39,982
Change+6,203 (+16%)
Value$12.9M (+$1.0M)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
INCREASED
Shares46,057 from 45,839
Change+218 (+0%)
Value$12.9M (-$763.1K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares46,003 from 42,161
Change+3,842 (+9%)
Value$12.9M (+$318.1K)
Filed 2026-10-28
New Mexico Educational Retirement Board
UNCHANGED
Shares45,254 from 45,254
Change0 (0%)
Value$12.7K (-$13.5M)
Filed 2026-11-05
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares45,220 from 47,950
Change-2,730 (-6%)
Value$12.7K (-$14.3M)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares44,727 from 37,851
Change+6,876 (+18%)
Value$12.5M (+$1.2M)
Filed 2026-10-16
Wilkins Investment Counsel Inc
DECREASED
Shares44,267 from 45,292
Change-1,025 (-2%)
Value$12.4M (-$1.1M)
Filed 2026-11-03
Cookson Peirce & Co Inc
NEW
Shares44,080
Change+44,080
Value$12.3M
Filed 2026-10-30
Avantax Planning Partners, Inc.
DECREASED
Shares44,028 from 46,385
Change-2,357 (-5%)
Value$12.3M (-$1.5M)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares43,389 from 91,155
Change-47,766 (-52%)
Value$12.5M (-$14.4M)
Filed 2026-10-29
Guardian Partners Inc.
DECREASED
Shares42,474 from 43,202
Change-728 (-2%)
Value$11.9M (-$980.7K)
Filed 2026-10-21
Argent Trust Co
INCREASED
Shares42,294 from 41,227
Change+1,067 (+3%)
Value$11.8M (-$442.4K)
Filed 2026-11-09
Greenwood Capital Associates LLC
INCREASED
Shares42,071 from 36,522
Change+5,549 (+15%)
Value$11.8M (+$897.6K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares41,955 from 32,857
Change+9,098 (+28%)
Value$11.8M (+$2.0M)
Filed 2026-11-04
Penn Davis Mcfarland Inc
DECREASED
Shares41,773 from 41,778
Change-5 (0%)
Value$11.7M (-$752.6K)
Filed 2026-10-23
Sky Investment Group LLC
DECREASED
Shares41,639 from 42,261
Change-622 (-1%)
Value$11.7M (-$934.1K)
Filed 2026-10-30
Skba Capital Management LLC
INCREASED
Shares41,590 from 39,640
Change+1,950 (+5%)
Value$11.6M (-$166.6K)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares41,412 from 34,162
Change+7,250 (+21%)
Value$11.6M (+$1.4M)
Filed 2026-10-29
Citizens Financial Group Inc
INCREASED
Shares40,848 from 34,714
Change+6,134 (+18%)
Value$11.4M (+$1.1M)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares40,617 from 39,054
Change+1,563 (+4%)
Value$11.4M (-$264.4K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares40,572 from 39,444
Change+1,128 (+3%)
Value$11.4M (-$393.3K)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED
Shares40,183 from 33,543
Change+6,640 (+20%)
Value$11.1M (+$847.4K)
Filed 2026-10-21
Channing Capital Management, LLC
DECREASED
Shares39,874 from 43,569
Change-3,695 (-8%)
Value$11.2M (-$1.8M)
Filed 2026-11-02
Kintegral Advisory, LLC
INCREASED
Shares39,740 from 39,516
Change+224 (+1%)
Value$11.1M (-$647.8K)
Filed 2026-10-16
Mattern Capital Management, LLC
DECREASED
Shares39,270 from 39,548
Change-278 (-1%)
Value$11.0M (-$788.9K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares39,087 from 41,648
Change-2,561 (-6%)
Value$10.9M (+$592.3K)
Filed 2026-11-06
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares39,065 from 46,746
Change-7,681 (-16%)
Value$10.9M (-$3.0M)
Filed 2026-10-21
Bright Rock Capital Management, LLC
UNCHANGED
Shares39,000 from 39,000
Change0 (0%)
Value$10.9M (-$701.2K)
Filed 2026-10-05
Stokes Capital Advisors, LLC
DECREASED
Shares38,715 from 39,118
Change-403 (-1%)
Value$10.8M (-$816.2K)
Filed 2026-10-09
Plato Investment Management Ltd
INCREASED
Shares37,496 from 26,712
Change+10,784 (+40%)
Value$10.5M (+$2.6M)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares37,076 from 37,132
Change-56 (0%)
Value$10.4M (-$683.2K)
Filed 2026-10-23
Western Wealth Management, LLC
INCREASED
Shares36,927 from 11,333
Change+25,594 (+226%)
Value$5.3M (+$2.0M)
Filed 2026-11-09
Coldstream Capital Management Inc
DECREASED
Shares36,405 from 37,434
Change-1,029 (-3%)
Value$10.2M (-$961.2K)
Filed 2026-11-09
China Universal Asset Management Co., Ltd.
INCREASED
Shares36,345 from 32,461
Change+3,884 (+12%)
Value$10.2M (+$562.4K)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares36,161 from 36,766
Change-605 (-2%)
Value$10.1M (-$830.5K)
Filed 2026-11-02
Oak Harvest Investment Services
INCREASED
Shares35,767 from 34,063
Change+1,704 (+5%)
Value$10.0M (-$135.0K)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares35,520 from 35,588
Change-68 (0%)
Value$9.9M (-$658.9K)
Filed 2026-10-14
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares35,488 from 32,460
Change+3,028 (+9%)
Value$9.9M (+$264.5K)
Filed 2026-10-14
Picton Mahoney Asset Management
DECREASED
Shares35,463 from 53,019
Change-17,556 (-33%)
Value$9.9M (-$5.9M)
Filed 2026-11-09
Viking Fund Management LLC
INCREASED
Shares35,000 from 32,000
Change+3,000 (+9%)
Value$9.8M (+$264.9K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares34,742 from 33,364
Change+1,378 (+4%)
Value$9.7M (-$213.8K)
Filed 2026-11-02
Global X Japan Co., Ltd.
DECREASED
Shares34,526 from 36,091
Change-1,565 (-4%)
Value$9.7M (-$1.1M)
Filed 2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED
Shares34,156 from 34,056
Change+100 (+0%)
Value$9.6M (-$584.3K)
Filed 2026-10-26
Ipswich Investment Management Co., Inc.
DECREASED
Shares33,842 from 34,062
Change-220 (-1%)
Value$9.5M (-$674.1K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares33,734 from 38,659
Change-4,925 (-13%)
Value$9.4M (-$2.1M)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
INCREASED
Shares33,247 from 32,961
Change+286 (+1%)
Value$9.3M (-$512.5K)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares33,199 from 32,492
Change+707 (+2%)
Value$9.3M (-$386.2K)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares33,186 from 33,186
Change0 (0%)
Value$9.3M (-$596.7K)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED
Shares33,000 from 32,000
Change+1,000 (+3%)
Value$9.2M (-$295.3K)
Filed 2026-10-19
First Merchants Corp
DECREASED
Shares32,810 from 34,381
Change-1,571 (-5%)
Value$9.2M (-$1.1M)
Filed 2026-10-15
First American Bank
INCREASED
Shares32,723 from 32,184
Change+539 (+2%)
Value$9.2M (-$427.7K)
Filed 2026-10-27
Americana Partners, LLC
INCREASED
Shares31,914 from 29,892
Change+2,022 (+7%)
Value$8.9M (+$28.7K)
Filed 2026-10-28
Naples Global Advisors, LLC
INCREASED
Shares31,760 from 31,487
Change+273 (+1%)
Value$8.9M (-$489.7K)
Filed 2026-11-05
Advanced Asset Management Advisors Inc
UNCHANGED
Shares31,700 from 31,700
Change0 (0%)
Value$8.9M (-$570.0K)
Filed 2026-10-20
Waratah Capital Advisors Ltd.
DECREASED
Shares31,660 from 50,303
Change-18,643 (-37%)
Value$8.9M (-$6.1M)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares31,570 from 34,102
Change-2,532 (-7%)
Value$8.8M (-$1.3M)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares31,323 from 22,389
Change+8,934 (+40%)
Value$8.8M (+$2.1M)
Filed 2026-11-03
Coston, McIsaac & Partners
DECREASED
Shares31,188 from 31,759
Change-571 (-2%)
Value$8.7M (-$682.4K)
Filed 2026-11-06
Welch & Forbes LLC
DECREASED
Shares31,018 from 31,065
Change-47 (0%)
Value$8.7M (-$571.7K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares31,001 from 40,275
Change-9,274 (-23%)
Value$8.7M (-$3.3M)
Filed 2026-10-15
NovaPoint Capital, LLC
DECREASED
Shares30,703 from 31,913
Change-1,210 (-4%)
Value$8.6M (-$912.7K)
Filed 2026-10-22
Asset Planning Services Inc
DECREASED
Shares30,450 from 30,910
Change-460 (-1%)
Value$8.5K (-$9.2M)
Filed 2026-10-15
Hennessy Advisors Inc
UNCHANGED
Shares30,400 from 30,400
Change0 (0%)
Value$8.5M (-$546.6K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares30,347 from 30,484
Change-137 (0%)
Value$8.5M (-$586.5K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares29,697 from 26,694
Change+3,003 (+11%)
Value$8.3M (+$361.2K)
Filed 2026-10-08
Union Bancaire Privee, UBP SA
INCREASED
Shares29,325 from 26,980
Change+2,345 (+9%)
Value$13.8M (+$893.2K)
Filed 2026-11-04
Bokf, NA
DECREASED
Shares29,255 from 33,682
Change-4,427 (-13%)
Value$8.2M (-$1.8M)
Filed 2026-10-27
Globalt Investments LLC / GA
DECREASED
Shares28,678 from 29,653
Change-975 (-3%)
Value$8.0M (-$806.1K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
UNCHANGED
Shares28,671 from 28,671
Change0 (0%)
Value$8.0M (-$515.5K)
Filed 2026-11-06
Kesler, Norman & Wride, LLC
DECREASED
Shares28,628 from 28,682
Change-54 (0%)
Value$8.0M (-$530.9K)
Filed 2026-11-06
Drystone LLC
DECREASED
Shares28,290 from 28,460
Change-170 (-1%)
Value$7.9M (-$559.1K)
Filed 2026-10-30
Morningstar Investment Management LLC
INCREASED
Shares28,213 from 15,689
Change+12,524 (+80%)
Value$7.9M (+$4.9M)
Filed 2026-11-09
Azzad Asset Management Inc
DECREASED
Shares28,055 from 28,063
Change-8 (0%)
Value$7.9M (-$506.9K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
DECREASED
Shares27,952 from 28,369
Change-417 (-1%)
Value$7.8M (-$626.9K)
Filed 2026-10-09
North Dakota State Investment Board
INCREASED
Shares27,852 from 27,025
Change+827 (+3%)
Value$7.8M (-$254.3K)
Filed 2026-10-27
Motco
DECREASED
Shares27,645 from 28,294
Change-649 (-2%)
Value$7.7M (-$690.5K)
Filed 2026-11-09
Martin Capital Partners, LLC
DECREASED
Shares27,550 from 27,962
Change-412 (-1%)
Value$7.7M (-$618.4K)
Filed 2026-10-07
Farther Finance Advisors, LLC
INCREASED
Shares27,273 from 24,167
Change+3,106 (+13%)
Value$7.6M (+$449.0K)
Filed 2026-10-08
Pinkerton Wealth, LLC
DECREASED
Shares27,112 from 29,279
Change-2,167 (-7%)
Value$7.6M (+$1.9M)
Filed 2026-10-29
Greenleaf Trust
DECREASED
Shares26,987 from 27,489
Change-502 (-2%)
Value$7.6M (-$634.9K)
Filed 2026-10-29
Beacon Financial Group
DECREASED
Shares26,900 from 27,111
Change-211 (-1%)
Value$7.5M (-$546.6K)
Filed 2026-10-19
True Freedom Investing, LLC
DECREASED
Shares26,676 from 28,388
Change-1,712 (-6%)
Value$7.5M (+$2.0M)
Filed 2026-10-29
Goodman Advisory Group, LLC
INCREASED
Shares26,615 from 10,838
Change+15,777 (+146%)
Value$7.5M (+$4.2M)
Filed 2026-11-02
Baxter Bros Inc
DECREASED
Shares26,390 from 26,480
Change-90 (0%)
Value$7.4M (-$501.3K)
Filed 2026-11-04
Pittenger & Anderson Inc
INCREASED
Shares26,200 from 26,125
Change+75 (+0%)
Value$7.3M (-$448.7K)
Filed 2026-11-02
Phraction Management LLC
UNCHANGED
Shares26,146 from 26,146
Change0 (0%)
Value$7.3M (-$470.1K)
Filed 2026-10-14
CWA Asset Management Group, LLC
INCREASED
Shares26,133 from 26,007
Change+126 (+0%)
Value$7.3M (-$432.3K)
Filed 2026-10-19
Community Bank, N.A.
DECREASED
Shares26,052 from 26,687
Change-635 (-2%)
Value$7.3M (-$657.9K)
Filed 2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares25,725 from 25,725
Change0 (0%)
Value$7.7M ($0)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares25,695 from 24,984
Change+711 (+3%)
Value$7.2K (-$7.4M)
Filed 2026-10-26
Brady Family Wealth, LLC
DECREASED
Shares25,482 from 27,447
Change-1,965 (-7%)
Value$7.1M (-$1.0M)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED
Shares25,412 from 24,764
Change+648 (+3%)
Value$7.1M (-$263.6K)
Filed 2026-10-22
Jefferies Financial Group Inc.
INCREASED
Shares25,350 from 11,698
Change+13,652 (+117%)
Value$7.1M (+$3.6M)
Filed 2026-11-05
Howard Capital Management, LLC
DECREASED
Shares25,018 from 25,090
Change-72 (0%)
Value$7.0M (-$471.3K)
Filed 2026-10-16
Leavell Investment Management, Inc.
INCREASED
Shares24,825 from 24,791
Change+34 (+0%)
Value$7.0M (-$436.2K)
Filed 2026-11-09
NFJ Investment Group, LLC
NEW
Shares24,728
Change+24,728
Value$6.9M
Filed 2026-11-09
Walter Public Investments Inc.
DECREASED
Shares24,597 from 25,007
Change-410 (-2%)
Value$6.9M (-$564.5K)
Filed 2026-11-05
Triasima Portfolio Management inc.
INCREASED
Shares24,546 from 18,066
Change+6,480 (+36%)
Value$6.9M (+$1.5M)
Filed 2026-10-15
Diversify Advisory Services, LLC
INCREASED
Shares24,545 from 11,050
Change+13,495 (+122%)
Value$6.9M (+$3.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,545 from 11,050
Change+13,495 (+122%)
Value$6.9M (+$3.8M)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares24,345 from 30,337
Change-5,992 (-20%)
Value$6.8M (-$2.2M)
Filed 2026-10-21
Raub Brock Capital Management LP
DECREASED
Shares24,209 from 40,351
Change-16,142 (-40%)
Value$6.8M (-$5.2M)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares24,203 from 18,750
Change+5,453 (+29%)
Value$6.8M (+$1.2M)
Filed 2026-11-03
Lynch & Associates
INCREASED
Shares24,163 from 24,155
Change+8 (+0%)
Value$6.8M (-$432.2K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares24,130 from 27,685
Change-3,555 (-13%)
Value$6.8M (-$1.5M)
Filed 2026-11-02
Advocate Group LLC
DECREASED
Shares24,024 from 25,978
Change-1,954 (-8%)
Value$6.7M (-$1.0M)
Filed 2026-10-19
TrueMark Investments, LLC
INCREASED
Shares23,860 from 16,493
Change+7,367 (+45%)
Value$6.7M (+$1.8M)
Filed 2026-11-05
Securian Asset Management, Inc
DECREASED
Shares23,751 from 24,179
Change-428 (-2%)
Value$6.7M (-$214.9K)
Filed 2026-11-06
Wealthstar Advisors, LLC
DECREASED
Shares23,587 from 31,384
Change-7,797 (-25%)
Value$6.6M (-$2.7M)
Filed 2026-10-19
Franklin Street Advisors Inc
INCREASED
Shares23,310 from 20,308
Change+3,002 (+15%)
Value$6.5M (+$475.7K)
Filed 2026-10-13
Builder Investment Group Inc
DECREASED
Shares23,300 from 23,325
Change-25 (0%)
Value$6.5M (-$426.4K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares22,991 from 21,792
Change+1,199 (+6%)
Value$6.4M (-$56.2K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED
Shares22,873 from 22,518
Change+355 (+2%)
Value$6.4M (-$305.4K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares22,868 from 23,171
Change-303 (-1%)
Value$6.4M (-$501.7K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares22,720 from 26,113
Change-3,393 (-13%)
Value$6.4M (-$1.4M)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares22,224 from 22,121
Change+103 (+0%)
Value$6.2M (-$368.9K)
Filed 2026-10-28
AMG National Trust Bank
DECREASED
Shares22,070 from 22,247
Change-177 (-1%)
Value$6.2M (-$449.7K)
Filed 2026-11-05
Cohen Klingenstein LLC
UNCHANGED
Shares21,900 from 21,900
Change0 (0%)
Value$6.1M (-$393.8K)
Filed 2026-10-15
N10 Wealth, LLC
NEW
Shares21,784
Change+21,784
Value$6.1M
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares21,764 from 21,654
Change+110 (+1%)
Value$6.1M (-$358.5K)
Filed 2026-10-23
Monte Financial Group, LLC
DECREASED
Shares21,613 from 21,818
Change-205 (-1%)
Value$6.1M (+$37.3K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares21,551 from 22,198
Change-647 (-3%)
Value$6.0M (-$580.5K)
Filed 2026-10-23
Buckhead Capital Management LLC
DECREASED
Shares21,514 from 22,410
Change-896 (-4%)
Value$6.0M (-$653.9K)
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
INCREASED
Shares21,375 from 21,120
Change+255 (+1%)
Value$6.0M (-$308.3K)
Filed 2026-11-03
N10 Assets, LLC
NEW
Shares21,321
Change+21,321
Value$6.0M
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares21,256 from 15,993
Change+5,263 (+33%)
Value$6.0M (+$1.2M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares21,237 from 21,721
Change-484 (-2%)
Value$5.9M (-$525.9K)
Filed 2026-10-20
Quadrant Capital Group LLC
INCREASED
Shares21,056 from 19,978
Change+1,078 (+5%)
Value$6.1M (+$106.1K)
Filed 2026-10-20
Bdf-Gestion
DECREASED
Shares20,724 from 23,352
Change-2,628 (-11%)
Value$5.8M (+$2.1M)
Filed 2026-10-19
Culbertson A N & Co Inc
UNCHANGED
Shares20,576 from 20,576
Change0 (0%)
Value$5.8M (-$370.0K)
Filed 2026-10-21
GW Henssler & Associates LTD
NEW
Shares20,305
Change+20,305
Value$5.7M
Filed 2026-10-26
Slow Capital, Inc.
INCREASED
Shares20,264 from 20,092
Change+172 (+1%)
Value$5.7M (-$313.1K)
Filed 2026-10-23
First National Trust Co
INCREASED
Shares20,215 from 19,701
Change+514 (+3%)
Value$5.7M (-$210.3K)
Filed 2026-10-28
SGL Investment Advisors, Inc.
INCREASED
Shares20,127 from 20,035
Change+92 (+0%)
Value$5.6M (-$36.2K)
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares20,032 from 19,549
Change+483 (+2%)
Value$5.6M (-$216.3K)
Filed 2026-11-03
Diversified Trust Co
INCREASED
Shares19,948 from 17,999
Change+1,949 (+11%)
Value$5.6M (+$222.3K)
Filed 2026-11-06
Ldic Inc.
DECREASED
Shares19,904 from 20,790
Change-886 (-4%)
Value$5.6M (-$622.0K)
Filed 2026-10-14
Gibraltar Capital Management, Inc.
INCREASED
Shares19,856 from 19,776
Change+80 (+0%)
Value$5.6M (-$333.2K)
Filed 2026-10-27
Highland Capital Management, LLC
INCREASED
Shares19,781 from 12,927
Change+6,854 (+53%)
Value$5.5M (+$1.7M)
Filed 2026-10-26
Ticino Wealth
INCREASED
Shares19,719 from 19,343
Change+376 (+2%)
Value$5.5M (-$242.5K)
Filed 2026-10-13
Founders Financial Securities LLC
INCREASED
Shares19,710 from 19,050
Change+660 (+3%)
Value$5.5M (-$157.8K)
Filed 2026-10-28
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares19,443 from 15,937
Change+3,506 (+22%)
Value$5.4M (+$695.4K)
Filed 2026-11-05
Argonautica Private Wealth Management, Inc
DECREASED
Shares18,938 from 19,058
Change-120 (-1%)
Value$5.3M (-$376.3K)
Filed 2026-11-02
Redmond Asset Management, LLC
DECREASED
Shares18,573 from 19,501
Change-928 (-5%)
Value$5.2M (-$610.5K)
Filed 2026-10-27
Machina Capital S.A.S.
NEW
Shares18,496
Change+18,496
Value$5.2M
Filed 2026-11-05
Phoenix Financial Ltd.
INCREASED
Shares18,487 from 16,998
Change+1,489 (+9%)
Value$5.2M (+$112.9K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares18,439 from 18,626
Change-187 (-1%)
Value$5.2M (-$387.4K)
Filed 2026-10-29
CFC Planning Co LLC
INCREASED
Shares18,324 from 17,816
Change+508 (+3%)
Value$5.1M (-$177.5K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares18,228 from 11,710
Change+6,518 (+56%)
Value$5.1M (+$1.6M)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares18,216 from 18,334
Change-118 (-1%)
Value$5.1M (-$362.7K)
Filed 2026-10-07
Shoker Investment Counsel, Inc.
DECREASED
Shares18,022 from 18,370
Change-348 (-2%)
Value$5.0M (-$428.1K)
Filed 2026-11-04
Tema Etfs LLC
INCREASED
Shares17,867 from 16,888
Change+979 (+6%)
Value$5.0M (-$29.4K)
Filed 2026-10-16
City Holding Co
DECREASED
Shares17,766 from 18,001
Change-235 (-1%)
Value$5.0M (-$389.6K)
Filed 2026-10-19
Carolina Wealth Advisors, LLC
INCREASED
Shares17,645 from 17,316
Change+329 (+2%)
Value$4.9M (-$219.2K)
Filed 2026-10-23
BankPlus Trust Department
INCREASED
Shares17,626 from 17,013
Change+613 (+4%)
Value$4.9M (-$134.2K)
Filed 2026-11-06
Masterinvest Kapitalanlage GmbH
INCREASED
Shares17,563 from 14,137
Change+3,426 (+24%)
Value$4.9M (+$705.4K)
Filed 2026-11-03
Greystone Financial Group, LLC
INCREASED
Shares17,407 from 17,215
Change+192 (+1%)
Value$4.9M (-$255.8K)
Filed 2026-10-26
First Citizens Bank & Trust Co
INCREASED
Shares17,356 from 5,870
Change+11,486 (+196%)
Value$4.9M (+$3.1M)
Filed 2026-10-14
Vaquero Private Wealth, LTD
INCREASED
Shares17,333 from 17,187
Change+146 (+1%)
Value$4.9M (-$268.0K)
Filed 2026-10-27
Third View Private Wealth, LLC
INCREASED
Shares17,260 from 17,065
Change+195 (+1%)
Value$4.8M (-$252.2K)
Filed 2026-10-30
Praxis Investment Management Inc
DECREASED
Shares17,236 from 18,601
Change-1,365 (-7%)
Value$4.8K (-$5.5M)
Filed 2026-11-03
Stiles Financial Services Inc
DECREASED
Shares17,231 from 17,684
Change-453 (-3%)
Value$4.8M (-$445.0K)
Filed 2026-10-30
Smith Salley Wealth Management
DECREASED
Shares17,189 from 18,743
Change-1,554 (-8%)
Value$4.8M (-$772.5K)
Filed 2026-11-03
North Star Investment Management Corp.
DECREASED
Shares17,133 from 17,141
Change-8 (0%)
Value$4.8M (-$310.4K)
Filed 2026-10-27
Baer Investment Advisory LLC
INCREASED
Shares17,085 from 12,557
Change+4,528 (+36%)
Value$4.8M (+$1.0M)
Filed 2026-10-13
Alkeme Wealth, LLC
DECREASED
Shares17,017 from 17,469
Change-452 (-3%)
Value$4.8M (-$440.8K)
Filed 2026-10-08
Trust Co of Vermont
INCREASED
Shares16,921 from 14,757
Change+2,164 (+15%)
Value$4.7M (+$340.8K)
Filed 2026-10-21
JB Capital LLC
INCREASED
Shares16,616 from 16,246
Change+370 (+2%)
Value$4.7M (-$188.4K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares16,553 from 16,051
Change+502 (+3%)
Value$4.6M (-$147.8K)
Filed 2026-10-20
Principle Wealth Partners LLC
INCREASED
Shares16,497 from 16,191
Change+306 (+2%)
Value$4.6M (-$205.2K)
Filed 2026-11-02
Pine Valley Investments Ltd Liability Co
DECREASED
Shares16,481 from 16,493
Change-12 (0%)
Value$4.6M (-$299.8K)
Filed 2026-11-09
Greenfield Seitz Capital Management, LLC
DECREASED
Shares16,459 from 16,515
Change-56 (0%)
Value$4.6M (-$312.6K)
Filed 2026-10-29
DLK Investment Management, LLC
INCREASED
Shares16,424 from 13,668
Change+2,756 (+20%)
Value$4.6M (+$1.9M)
Filed 2026-10-09
Belpointe Asset Management LLC
DECREASED
Shares16,348 from 16,730
Change-382 (-2%)
Value$4.6M (-$407.6K)
Filed 2026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares16,271 from 16,271
Change0 (0%)
Value$4.6M (-$292.6K)
Filed 2026-10-16
Sentinel Trust Co LBA
INCREASED
Shares16,185 from 15,085
Change+1,100 (+7%)
Value$4.5K (+$37)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares16,076 from 13,914
Change+2,162 (+16%)
Value$4.5M (+$355.2K)
Filed 2026-11-05
Hendley & Co Inc
NEW
Shares15,951
Change+15,951
Value$4.5K
Filed 2026-10-29
Glass Wealth Management Co LLC
INCREASED
Shares15,802 from 14,940
Change+862 (+6%)
Value$4.4M (-$27.2K)
Filed 2026-10-28
Victrix Investment Advisors
INCREASED
Shares15,786 from 15,507
Change+279 (+2%)
Value$4.4M (-$200.7K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
DECREASED
Shares15,741 from 17,878
Change-2,137 (-12%)
Value$4.4M (-$920.0K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
INCREASED
Shares15,521 from 14,706
Change+815 (+6%)
Value$4.3M (-$36.2K)
Filed 2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares15,500 from 10,000
Change+5,500 (+55%)
Value$4.3M (+$1.4M)
Filed 2026-11-06
Leelyn Smith, LLC
DECREASED
Shares15,448 from 15,802
Change-354 (-2%)
Value$4.3M (-$383.1K)
Filed 2026-11-03
Park National Corp
DECREASED
Shares15,396 from 16,132
Change-736 (-5%)
Value$4.3M (-$496.2K)
Filed 2026-10-05
Rockline Wealth Management, LLC
DECREASED
Shares15,396 from 15,535
Change-139 (-1%)
Value$4.3M (-$318.2K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares15,350 from 12,890
Change+2,460 (+19%)
Value$4.4M (+$446.8K)
Filed 2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares15,344 from 12,363
Change+2,981 (+24%)
Value$4.3M (+$612.7K)
Filed 2026-11-03
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares15,315 from 15,176
Change+139 (+1%)
Value$4.3M (-$233.9K)
Filed 2026-10-14
Romano Brothers and Company
DECREASED
Shares15,284 from 15,979
Change-695 (-4%)
Value$4.3M (-$482.0K)
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares15,059 from 16,586
Change-1,527 (-9%)
Value$4.2M (-$725.9K)
Filed 2026-10-22
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares14,954
Change+14,954
Value$4.2M
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares14,954 from 14,753
Change+201 (+1%)
Value$4.2M (-$209.2K)
Filed 2026-10-20
Perpetual Ltd
INCREASED
Shares14,940 from 10,844
Change+4,096 (+38%)
Value$4.2M (+$952.3K)
Filed 2026-10-13
Icici Prudential Asset Management Co Ltd
DECREASED
Shares14,903 from 15,050
Change-147 (-1%)
Value$4.2M (-$311.8K)
Filed 2026-11-06
Frank, Rimerman Advisors LLC
DECREASED
Shares14,888 from 16,622
Change-1,734 (-10%)
Value$4.2M (-$784.5K)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED
Shares14,799 from 14,387
Change+412 (+3%)
Value$4.1M (-$143.3K)
Filed 2026-10-16
Alerus Financial NA
INCREASED
Shares14,716 from 12,857
Change+1,859 (+14%)
Value$4.1M (+$289.5K)
Filed 2026-11-09
Foresight Capital Management Advisors, Inc.
DECREASED
Shares14,707 from 15,674
Change-967 (-6%)
Value$4.1M (-$552.8K)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares14,692 from 13,882
Change+810 (+6%)
Value$4.1M (-$22.7K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares14,636 from 17,895
Change-3,259 (-18%)
Value$4.1M (-$1.2M)
Filed 2026-10-28
Florida Trust Wealth Management Co
INCREASED
Shares14,627 from 12,862
Change+1,765 (+14%)
Value$4.1M (+$263.1K)
Filed 2026-11-05
Texas Bank & Trust Co
INCREASED
Shares14,492 from 14,432
Change+60 (+0%)
Value$4.1M (-$242.7K)
Filed 2026-11-04
First Business Financial Services, Inc.
INCREASED
Shares14,267 from 13,969
Change+298 (+2%)
Value$4.0M (-$167.7K)
Filed 2026-10-29
Chesley Taft & Associates LLC
DECREASED
Shares14,220 from 14,230
Change-10 (0%)
Value$4.0M (-$258.7K)
Filed 2026-10-13
Mizuho Markets Cayman LP
NEW
Shares14,184
Change+14,184
Value$4.0M
Filed 2026-11-09
111 Capital
INCREASED
Shares14,178 from 11,389
Change+2,789 (+24%)
Value$4.0M (+$576.4K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED
Shares14,165 from 17,428
Change-3,263 (-19%)
Value$4.0M (-$1.2M)
Filed 2026-10-29
Donaldson Capital Management, LLC
DECREASED
Shares14,140 from 15,341
Change-1,201 (-8%)
Value$4.0M (-$612.2K)
Filed 2026-11-09
Cypress Capital Group
DECREASED
Shares14,123 from 14,407
Change-284 (-2%)
Value$4.0M (-$338.6K)
Filed 2026-11-03
Sapient Capital LLC
DECREASED
Shares14,049 from 14,078
Change-29 (0%)
Value$3.9M (-$261.2K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares14,013 from 13,299
Change+714 (+5%)
Value$3.9K (-$4.0M)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares13,926 from 11,560
Change+2,366 (+20%)
Value$3.9M (+$454.8K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares13,910 from 12,091
Change+1,819 (+15%)
Value$4.0M (+$473.4K)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares13,900 from 11,431
Change+2,469 (+22%)
Value$3.9M (+$486.0K)
Filed 2026-10-22
Churchill Financial Advisors, LLC
INCREASED
Shares13,896 from 13,296
Change+600 (+5%)
Value$3.9M (-$71.0K)
Filed 2026-10-20
Progressive Investment Management Corp
DECREASED
Shares13,809 from 13,956
Change-147 (-1%)
Value$3.9M (-$292.1K)
Filed 2026-10-26
CenterStar Asset Management, LLC
NEW
Shares13,781
Change+13,781
Value$3.9M
Filed 2026-10-09
Visionary Wealth Advisors
DECREASED
Shares13,749 from 13,882
Change-133 (-1%)
Value$3.9M (-$286.7K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares13,747 from 13,629
Change+118 (+1%)
Value$3.9M (-$212.2K)
Filed 2026-11-05
Deane Retirement Strategies, Inc.
INCREASED
Shares13,476 from 8,713
Change+4,763 (+55%)
Value$3.8M (+$1.2M)
Filed 2026-10-09
Legacy Private Trust Co.
DECREASED
Shares13,474 from 14,154
Change-680 (-5%)
Value$3.8M (-$445.0K)
Filed 2026-10-06
Probity Advisors, Inc.
DECREASED
Shares13,425 from 13,763
Change-338 (-2%)
Value$3.8M (-$342.1K)
Filed 2026-10-23
CenterBook Partners LP
DECREASED
Shares13,382 from 101,724
Change-88,342 (-87%)
Value$3.7M (-$26.6M)
Filed 2026-11-02
Great Lakes Retirement, Inc.
INCREASED
Shares13,380 from 13,208
Change+172 (+1%)
Value$3.7M (-$189.1K)
Filed 2026-10-26
Emerald Investment Advisers, LLC
INCREASED
Shares13,339 from 12,166
Change+1,173 (+10%)
Value$3.7M (+$109.8K)
Filed 2026-11-09
Royal Palms Capital LLC
DECREASED
Shares13,293 from 13,528
Change-235 (-2%)
Value$3.7M (-$309.1K)
Filed 2026-10-23
Katamaran Capital LLP
INCREASED
Shares13,264 from 5,506
Change+7,758 (+141%)
Value$3.7M (+$2.1M)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,248 from 12,580
Change+668 (+5%)
Value$3.7M (+$119.2K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares13,232 from 12,936
Change+296 (+2%)
Value$3.7M (-$149.7K)
Filed 2026-10-19
Benedict Financial Advisors Inc
DECREASED
Shares13,198 from 13,375
Change-177 (-1%)
Value$3.7M (-$290.2K)
Filed 2026-10-07
Elevation Point Wealth Partners, LLC
INCREASED
Shares13,133 from 12,882
Change+251 (+2%)
Value$3.7M (-$161.1K)
Filed 2026-11-05
Atlas Capital Advisors Inc.
INCREASED
Shares13,109 from 1,709
Change+11,400 (+667%)
Value$3.5M (+$3.0M)
Filed 2026-11-09
Enhancing Capital LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$3.6M (-$233.7K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares12,994 from 12,994
Change0 (0%)
Value$3.6M (-$233.6K)
Filed 2026-10-06
VCI Wealth Management LLC
INCREASED
Shares12,825 from 10,776
Change+2,049 (+19%)
Value$3.6M (+$380.1K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares12,794 from 13,164
Change-370 (-3%)
Value$3.6M (-$345.2K)
Filed 2026-10-23
Petredis Investment Advisors LLC
INCREASED
Shares12,713 from 12,609
Change+104 (+1%)
Value$3.6M (-$197.6K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares12,650 from 12,910
Change-260 (-2%)
Value$3.5M (-$304.9K)
Filed 2026-11-05
Harrell Investment Partners, LLC
DECREASED
Shares12,595 from 13,035
Change-440 (-3%)
Value$3.5M (-$357.6K)
Filed 2026-10-15
RED Cedar Investment Management, LLC
INCREASED
Shares12,532 from 3,912
Change+8,620 (+220%)
Value$3.5M (+$2.3M)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares12,524 from 7,696
Change+4,828 (+63%)
Value$3.5M (+$1.2M)
Filed 2026-10-14
Harfst & Associates, Inc.
DECREASED
Shares12,485 from 12,677
Change-192 (-2%)
Value$3.5M (-$281.6K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares12,460 from 12,421
Change+39 (+0%)
Value$3.5M (-$212.4K)
Filed 2026-10-22
1834 Investment Advisors Co
DECREASED
Shares12,360 from 21,547
Change-9,187 (-43%)
Value$3.5M (-$3.0M)
Filed 2026-10-16
Caldwell Trust Co
INCREASED
Shares12,239 from 10,798
Change+1,441 (+13%)
Value$3.4M (+$209.5K)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares12,200 from 12,219
Change-19 (0%)
Value$3.4M (-$224.8K)
Filed 2026-10-22
Cypress Asset Management Inc
DECREASED
Shares12,149 from 12,389
Change-240 (-2%)
Value$3.4M (-$290.0K)
Filed 2026-10-09
Stolper Co
DECREASED
Shares12,072 from 12,122
Change-50 (0%)
Value$3.4K (-$232)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares12,070 from 6,914
Change+5,156 (+75%)
Value$3.4M (+$1.5M)
Filed 2026-10-27
Martin Capital Advisors, LLP
UNCHANGED
Shares11,960 from 11,960
Change0 (0%)
Value$3.3M (-$215.0K)
Filed 2026-10-15
Triglav Investments, D.O.O.
DECREASED
Shares11,900 from 14,900
Change-3,000 (-20%)
Value$3.3M (-$1.1M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares11,896 from 10,618
Change+1,278 (+12%)
Value$3.3M (+$167.0K)
Filed 2026-10-22
Venture Visionary Partners LLC
DECREASED
Shares11,891 from 12,506
Change-615 (-5%)
Value$3.3M (-$397.3K)
Filed 2026-10-07
Tealwood Asset Management Inc
DECREASED
Shares11,660 from 11,746
Change-86 (-1%)
Value$3.3K (-$235)
Filed 2026-10-13
Fruth Investment Management
DECREASED
Shares11,632 from 11,865
Change-233 (-2%)
Value$3.3K (-$278)
Filed 2026-10-13
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares11,597 from 11,519
Change+78 (+1%)
Value$3.2M (-$185.3K)
Filed 2026-11-09
Rahlfs Capital, LLC
UNCHANGED
Shares11,563 from 11,563
Change0 (0%)
Value$3.2M (-$207.9K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares11,513 from 10,314
Change+1,199 (+12%)
Value$3.2M (+$150.3K)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares11,425 from 11,470
Change-45 (0%)
Value$3.2M (-$218.8K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares11,395 from 4,537
Change+6,858 (+151%)
Value$3.2M (+$1.8M)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares11,385 from 11,428
Change-43 (0%)
Value$3.2M (-$217.6K)
Filed 2026-10-13
Silvant Capital Management LLC
INCREASED
Shares11,373 from 9,839
Change+1,534 (+16%)
Value$3.2M (+$252.8K)
Filed 2026-11-09
VAN Strum & Towne Inc.
DECREASED
Shares11,280 from 11,580
Change-300 (-3%)
Value$3.2M (-$292.2K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
INCREASED
Shares11,224 from 23
Change+11,201 (+48700%)
Value$3.1M (+$3.1M)
Filed 2026-10-30
Searle & Co.
UNCHANGED
Shares11,123 from 11,123
Change0 (0%)
Value$3.1M (-$200.0K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares11,093 from 11,822
Change-729 (-6%)
Value$3.1M (-$416.6K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares11,064 from 10,725
Change+339 (+3%)
Value$3.1M (-$97.8K)
Filed 2026-11-04
IronBridge Private Wealth, LLC
DECREASED
Shares11,015 from 11,065
Change-50 (0%)
Value$3.1M (-$213.0K)
Filed 2026-11-03
Kenora Financial, LLC
DECREASED
Shares10,978 from 11,011
Change-33 (0%)
Value$3.1M (-$207.2K)
Filed 2026-10-20
CPC Advisors, LLC
NEW
Shares10,939
Change+10,939
Value$3.1M
Filed 2026-10-21
Symphony Financial, Ltd. Co.
INCREASED
Shares10,913 from 9,917
Change+996 (+10%)
Value$3.1M (+$241.4K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares10,842 from 8,991
Change+1,851 (+21%)
Value$3.0M (+$356.7K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares10,752 from 10,087
Change+665 (+7%)
Value$3.0M (+$4.9K)
Filed 2026-10-23
HF Advisory Group, LLC
INCREASED
Shares10,714 from 9,976
Change+738 (+7%)
Value$3.0M (+$27.5K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,644 from 9,580
Change+1,064 (+11%)
Value$3.0M (+$125.8K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
DECREASED
Shares10,627 from 11,298
Change-671 (-6%)
Value$3.0M (-$391.1K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
INCREASED
Shares10,559 from 8,014
Change+2,545 (+32%)
Value$3.0M (+$568.8K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares10,475 from 12,209
Change-1,734 (-14%)
Value$2.9M (-$705.1K)
Filed 2026-10-08
Parsons Capital Management Inc
INCREASED
Shares10,475 from 10,205
Change+270 (+3%)
Value$2.9M (-$107.9K)
Filed 2026-10-28
JGP Wealth Management, LLC
DECREASED
Shares10,457 from 10,537
Change-80 (-1%)
Value$2.9M (-$211.7K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares10,415 from 6,674
Change+3,741 (+56%)
Value$2.9M (+$944.8K)
Filed 2026-10-13
GAM Holding AG
DECREASED
Shares10,405 from 10,669
Change-264 (-2%)
Value$2.9M (-$265.8K)
Filed 2026-11-03
Deseret Mutual Benefit Administrators
DECREASED
Shares10,253 from 10,298
Change-45 (0%)
Value$2.9M (-$197.8K)
Filed 2026-11-04
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares10,160 from 10,160
Change0 (0%)
Value$2.8M (-$182.7K)
Filed 2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares10,065 from 10,065
Change0 (0%)
Value$2.8M (-$181.0K)
Filed 2026-10-15
Trust Asset Management LLC
UNCHANGED
Shares10,048 from 10,048
Change0 (0%)
Value$2.8M (-$180.7K)
Filed 2026-11-03
CX Institutional
DECREASED
Shares10,024 from 10,349
Change-325 (-3%)
Value$2.8K (-$277)
Filed 2026-10-02
Cottage Street Advisors LLC
DECREASED
Shares9,927 from 10,204
Change-277 (-3%)
Value$2.8M (-$262.1K)
Filed 2026-10-19
ProVise Management Group, LLC
DECREASED
Shares9,808 from 10,966
Change-1,158 (-11%)
Value$2.7M (-$521.5K)
Filed 2026-11-06
Boyd Watterson Asset Management LLC
INCREASED
Shares9,734 from 9,600
Change+134 (+1%)
Value$2.7M (-$135.1K)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares9,714 from 10,720
Change-1,006 (-9%)
Value$2.7M (-$474.4K)
Filed 2026-11-09
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares9,688 from 9,715
Change-27 (0%)
Value$2.7M (-$182.2K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares9,667 from 9,856
Change-189 (-2%)
Value$2.7M (-$230.1K)
Filed 2026-10-30
Pictet Bank & Trust Ltd
DECREASED
Shares9,630 from 18,000
Change-8,370 (-46%)
Value$2.7M (-$2.7M)
Filed 2026-10-21
Mount Vernon Associates Inc
DECREASED
Shares9,580 from 10,280
Change-700 (-7%)
Value$2.7K (-$3.1M)
Filed 2026-10-26
Cache Advisors, LLC
INCREASED
Shares9,494 from 5,841
Change+3,653 (+63%)
Value$2.7M (+$918.1K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares9,490 from 9,799
Change-309 (-3%)
Value$2.7M (-$262.7K)
Filed 2026-10-30
Mill Capital Management, LLC
UNCHANGED
Shares9,490 from 9,490
Change0 (0%)
Value$2.7M (-$170.6K)
Filed 2026-10-26
Perryman Financial Advisory Inc
DECREASED
Shares9,476 from 9,649
Change-173 (-2%)
Value$2.7M (-$222.0K)
Filed 2026-10-16
Trek Financial, LLC
DECREASED
Shares9,459 from 17,209
Change-7,750 (-45%)
Value$2.6M (-$2.5M)
Filed 2026-10-29
Ballast, Inc.
INCREASED
Shares9,390 from 8,827
Change+563 (+6%)
Value$2.6M (-$1.0K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares9,302 from 7,078
Change+2,224 (+31%)
Value$2.7M (+$476.3K)
Filed 2026-10-09
Bochk Asset Management Ltd
INCREASED
Shares9,300 from 6,500
Change+2,800 (+43%)
Value$2.6M (+$667.4K)
Filed 2026-10-29
Freedom Day Solutions, LLC
DECREASED
Shares9,131 from 9,377
Change-246 (-3%)
Value$2.6M (-$237.4K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares9,067 from 8,591
Change+476 (+6%)
Value$2.5M (-$21.2K)
Filed 2026-10-21
Twelve Points Wealth Management LLC
INCREASED
Shares9,013 from 8,353
Change+660 (+8%)
Value$2.7M (+$221.7K)
Filed 2026-11-03
CMG Global Holdings, LLC
DECREASED
Shares8,979 from 9,028
Change-49 (-1%)
Value$2.5M (-$176.0K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares8,978 from 15,310
Change-6,332 (-41%)
Value$2.5M (-$2.0M)
Filed 2026-10-21
Agate Pass Investment Management, LLC
DECREASED
Shares8,975 from 11,620
Change-2,645 (-23%)
Value$2.5M (-$949.7K)
Filed 2026-10-20
Northcape Wealth Management, LLC
INCREASED
Shares8,949 from 8,798
Change+151 (+2%)
Value$2.5M (-$116.0K)
Filed 2026-11-04
Great Lakes Advisors, LLC
INCREASED
Shares8,942 from 8,866
Change+76 (+1%)
Value$2.5M (-$138.1K)
Filed 2026-11-06
Rareview Capital LLC
NEW
Shares8,900
Change+8,900
Value$2.5M
Filed 2026-11-05
Paradigm Asset Management Co LLC
DECREASED
Shares8,800 from 9,800
Change-1,000 (-10%)
Value$2.5M (-$456.3K)
Filed 2026-11-05
Carnegie Investment Counsel
DECREASED
Shares8,788 from 9,044
Change-256 (-3%)
Value$2.5M (-$234.3K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares8,681 from 8,551
Change+130 (+2%)
Value$2.4M (-$117.6K)
Filed 2026-10-27
Eukles Asset Management
INCREASED
Shares8,667 from 8,656
Change+11 (+0%)
Value$2.4M (-$152.5K)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares8,642 from 8,388
Change+254 (+3%)
Value$2.4M (-$79.9K)
Filed 2026-11-06
Fire Capital Management LLC
INCREASED
Shares8,640 from 3,600
Change+5,040 (+140%)
Value$2.4M (+$1.3M)
Filed 2026-10-27
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares8,633 from 10,443
Change-1,810 (-17%)
Value$2.4M (-$694.7K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares8,627
Change+8,627
Value$2.4M
Filed 2026-11-03
Mainstay Capital Management LLC
INCREASED
Shares8,582 from 8,101
Change+481 (+6%)
Value$2.4M (-$10.9K)
Filed 2026-11-09
Compound Planning, Inc.
INCREASED
Shares8,505 from 7,961
Change+544 (+7%)
Value$2.4M (+$9.3K)
Filed 2026-11-09
Cigna Investments Inc
DECREASED
Shares8,502 from 8,574
Change-72 (-1%)
Value$2.4K (-$2.6M)
Filed 2026-10-19
Marco Investment Management LLC
DECREASED
Shares8,489 from 8,589
Change-100 (-1%)
Value$2.4M (-$182.4K)
Filed 2026-11-09
Zions Bancorporation, National Association
DECREASED
Shares8,463 from 11,956
Change-3,493 (-29%)
Value$2.4M (-$1.2M)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
INCREASED
Shares8,429 from 7,880
Change+549 (+7%)
Value$2.4M (+$12.1K)
Filed 2026-11-02
Ridgewood Investments LLC
DECREASED
Shares8,417 from 9,249
Change-832 (-9%)
Value$2.4M (-$399.3K)
Filed 2026-10-05
Smithfield Trust Co
INCREASED
Shares8,321 from 8,263
Change+58 (+1%)
Value$2.3K (-$2.5M)
Filed 2026-11-09
Nicholson Wealth Management Group, LLC
DECREASED
Shares8,311 from 9,764
Change-1,453 (-15%)
Value$2.3M (-$582.5K)
Filed 2026-11-09
Summit Global Investments
INCREASED
Shares8,307 from 5,851
Change+2,456 (+42%)
Value$2.3K (-$1.7M)
Filed 2026-10-28
Granite Group Advisors, LLC
DECREASED
Shares8,297 from 9,922
Change-1,625 (-16%)
Value$2.3M (-$633.5K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED
Shares8,261 from 9,243
Change-982 (-11%)
Value$2.3M (-$441.1K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED
Shares8,248 from 8,288
Change-40 (0%)
Value$2.3M (-$160.2K)
Filed 2026-11-03
Chicago Trust Co NA
INCREASED
Shares8,240 from 7,885
Change+355 (+5%)
Value$2.3M (-$42.3K)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares8,169 from 8,063
Change+106 (+1%)
Value$2.3M (-$115.4K)
Filed 2026-10-29
Salem Investment Counselors Inc
UNCHANGED
Shares8,150 from 8,150
Change0 (0%)
Value$2.3M (-$146.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares8,130 from 7,760
Change+370 (+5%)
Value$2.3M (-$36.0K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares8,115 from 8,040
Change+75 (+1%)
Value$2.3M (-$123.5K)
Filed 2026-10-19
Neville Rodie & Shaw Inc
UNCHANGED
Shares8,115 from 8,115
Change0 (0%)
Value$2.3K (-$146)
Filed 2026-10-05
Soltis Investment Advisors LLC
INCREASED
Shares8,096 from 3,257
Change+4,839 (+149%)
Value$2.3M (+$1.3M)
Filed 2026-10-28
Ascent Wealth Partners, LLC
INCREASED
Shares8,095 from 7,934
Change+161 (+2%)
Value$2.3M (-$97.5K)
Filed 2026-10-23
Spirit of America Management Corp
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$2.2M (-$143.8K)
Filed 2026-10-14
MCF Advisors LLC
INCREASED
Shares7,995 from 7,831
Change+164 (+2%)
Value$2.2M (-$94.9K)
Filed 2026-10-28
Gryphon Financial Partners LLC
INCREASED
Shares7,906 from 7,733
Change+173 (+2%)
Value$2.2M (-$90.7K)
Filed 2026-11-04
Greenfield Savings Bank
UNCHANGED
Shares7,883 from 7,883
Change0 (0%)
Value$2.2M (-$141.7K)
Filed 2026-10-07
SeaBridge Investment Advisors LLC
INCREASED
Shares7,849 from 7,122
Change+727 (+10%)
Value$2.2M (+$75.6K)
Filed 2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares7,806 from 7,806
Change0 (0%)
Value$2.2M (-$140.4K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares7,776 from 8,557
Change-781 (-9%)
Value$2.2M (-$372.5K)
Filed 2026-10-29
Curbstone Financial Management Corp
DECREASED
Shares7,682 from 7,832
Change-150 (-2%)
Value$2.2M (-$182.8K)
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares7,638 from 4,101
Change+3,537 (+86%)
Value$2.1K (-$1.2M)
Filed 2026-10-19
Independence Bank of Kentucky
INCREASED
Shares7,634 from 7,259
Change+375 (+5%)
Value$2.1M (-$25.5K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares7,628 from 8,709
Change-1,081 (-12%)
Value$2.1M (-$459.4K)
Filed 2026-10-27
Kanawha Capital Management LLC
DECREASED
Shares7,585 from 7,760
Change-175 (-2%)
Value$2.1M (-$188.5K)
Filed 2026-10-19
Steel Grove Capital Advisors, LLC
DECREASED
Shares7,572 from 9,148
Change-1,576 (-17%)
Value$2.1M (-$605.9K)
Filed 2026-10-13
Burney Co/
INCREASED
Shares7,556 from 5,470
Change+2,086 (+38%)
Value$2.1M (+$485.9K)
Filed 2026-10-15
Hartford Financial Management Inc.
DECREASED
Shares7,551 from 7,577
Change-26 (0%)
Value$2.1M (-$143.5K)
Filed 2026-10-21
Range Financial Group LLC
INCREASED
Shares7,537 from 4,402
Change+3,135 (+71%)
Value$2.1M (+$799.0K)
Filed 2026-10-21
ANB Bank
DECREASED
Shares7,534 from 7,984
Change-450 (-6%)
Value$2.1M (-$269.6K)
Filed 2026-10-09
Worth Asset Management, LLC
DECREASED
Shares7,513 from 8,155
Change-642 (-8%)
Value$2.1M (-$326.4K)
Filed 2026-10-07
Paragon Capital Management Ltd
DECREASED
Shares7,506 from 7,528
Change-22 (0%)
Value$2.1M (-$141.6K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares7,497 from 13,191
Change-5,694 (-43%)
Value$2.1M (-$1.8M)
Filed 2026-10-27
Sendero Wealth Management, LLC
DECREASED
Shares7,435 from 7,901
Change-466 (-6%)
Value$2.1M (-$272.6K)
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
DECREASED
Shares7,408 from 10,790
Change-3,382 (-31%)
Value$2.1M (-$1.1M)
Filed 2026-10-09
Covenant Asset Management, LLC
DECREASED
Shares7,384 from 7,480
Change-96 (-1%)
Value$2.1M (-$161.4K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares7,383 from 7,529
Change-146 (-2%)
Value$2.1M (-$176.3K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares7,368 from 7,427
Change-59 (-1%)
Value$2.1M (-$150.1K)
Filed 2026-11-05
Geneos Wealth Management Inc.
INCREASED
Shares7,329 from 6,221
Change+1,108 (+18%)
Value$2.1M (+$198.5K)
Filed 2026-11-09
Burford Brothers, Inc.
DECREASED
Shares7,278 from 7,294
Change-16 (0%)
Value$2.0M (-$135.9K)
Filed 2026-10-21
Convergence Investment Partners, LLC
DECREASED
Shares7,272 from 7,379
Change-107 (-1%)
Value$2.0M (-$162.6K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares7,239 from 7,232
Change+7 (+0%)
Value$2.0M (-$128.1K)
Filed 2026-10-27
Garner Asset Management Corp
DECREASED
Shares7,229 from 7,501
Change-272 (-4%)
Value$2.2M (-$80.5K)
Filed 2026-10-30
Hilltop National Bank
DECREASED
Shares7,213 from 7,467
Change-254 (-3%)
Value$2.0M (-$205.4K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,185 from 6,681
Change+504 (+8%)
Value$2.0M (+$21.2K)
Filed 2026-10-08
Advisor OS, LLC
DECREASED
Shares7,141 from 8,893
Change-1,752 (-20%)
Value$2.0M (-$650.6K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares7,125 from 6,216
Change+909 (+15%)
Value$2.0M (+$142.8K)
Filed 2026-10-13
Andrews Advisory Associates, LLC
DECREASED
Shares7,123 from 7,516
Change-393 (-5%)
Value$2.0M (-$245.3K)
Filed 2026-10-15
Catalyst Financial Partners LLC
INCREASED
Shares7,121 from 7,118
Change+3 (+0%)
Value$2.0M (-$127.1K)
Filed 2026-11-06
Board of the Pension Protection Fund
NEW
Shares7,100
Change+7,100
Value$2.0M
Filed 2026-11-09
Private Trust Co NA
INCREASED
Shares7,078 from 6,996
Change+82 (+1%)
Value$2.0M (-$102.7K)
Filed 2026-10-20
Pinnacle West Asset Management, Inc.
DECREASED
Shares7,050 from 7,225
Change-175 (-2%)
Value$2.0K (-$2.2M)
Filed 2026-11-09
Delta Financial Advisors LLC
INCREASED
Shares7,015 from 6,760
Change+255 (+4%)
Value$2.0M (-$50.1K)
Filed 2026-10-27
Fisher Funds Management LTD
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$2.0M (-$125.9K)
Filed 2026-10-13
Insight Wealth Partners, LLC
INCREASED
Shares6,977 from 5,469
Change+1,508 (+28%)
Value$2.0M (+$324.0K)
Filed 2026-10-26
Moors & Cabot, Inc.
INCREASED
Shares6,949 from 5,501
Change+1,448 (+26%)
Value$1.9M (+$306.9K)
Filed 2026-11-06
Center for Wealth Management Advisory
NEW
Shares6,917
Change+6,917
Value$1.9M
Filed 2026-10-23
BAR Harbor Wealth Management
DECREASED
Shares6,873 from 7,203
Change-330 (-5%)
Value$1.9M (-$221.9K)
Filed 2026-10-21
Wealth Management Nebraska
INCREASED
Shares6,843 from 6,810
Change+33 (+0%)
Value$1.9M (-$113.3K)
Filed 2026-10-26
BG Investment Services, LLC
NEW
Shares6,787
Change+6,787
Value$1.9M
Filed 2026-10-23
Annex Advisory Services, LLC
DECREASED
Shares6,784 from 6,857
Change-73 (-1%)
Value$1.9M (-$143.8K)
Filed 2026-10-16
Exchange Bank
UNCHANGED
Shares6,779 from 6,779
Change0 (0%)
Value$1.9M (-$121.9K)
Filed 2026-10-07
Taylor Frigon Capital Management LLC
INCREASED
Shares6,749 from 6,660
Change+89 (+1%)
Value$1.9M (-$94.8K)
Filed 2026-10-23
Lee Financial Co
DECREASED
Shares6,740 from 6,754
Change-14 (0%)
Value$1.9M (-$125.4K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
DECREASED
Shares6,692 from 7,046
Change-354 (-5%)
Value$1.9M (-$225.9K)
Filed 2026-10-27
Mitchell Sinkler & Starr
INCREASED
Shares6,669 from 6,580
Change+89 (+1%)
Value$1.9M (-$93.4K)
Filed 2026-10-13
Kornitzer Capital Management Inc
DECREASED
Shares6,615 from 7,525
Change-910 (-12%)
Value$1.9M (-$390.2K)
Filed 2026-11-03
Physicians Financial Services, Inc.
UNCHANGED
Shares6,599 from 6,599
Change0 (0%)
Value$1.8K (-$2.0M)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares6,594 from 5,897
Change+697 (+12%)
Value$1.8M (+$88.8K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares6,580 from 6,536
Change+44 (+1%)
Value$1.8M (-$105.2K)
Filed 2026-10-23
Alta Advisers Ltd
INCREASED
Shares6,534 from 3,615
Change+2,919 (+81%)
Value$1.8M (+$752.6K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares6,519 from 7,557
Change-1,038 (-14%)
Value$1.8M (-$426.7K)
Filed 2026-11-04
GS Investments, Inc.
UNCHANGED
Shares6,503 from 6,503
Change0 (0%)
Value$1.8M (-$116.9K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,502 from 6,481
Change+21 (+0%)
Value$1.8M (-$110.6K)
Filed 2026-10-27
Aries Wealth Management
UNCHANGED
Shares6,482 from 6,482
Change0 (0%)
Value$1.8M (-$116.5K)
Filed 2026-10-23
Sanders Morris Harris LLC
INCREASED
Shares6,471 from 777
Change+5,694 (+733%)
Value$1.8M (+$1.6M)
Filed 2026-10-14
LVW Advisors, LLC
INCREASED
Shares6,440 from 2,428
Change+4,012 (+165%)
Value$1.8M (+$1.1M)
Filed 2026-10-19
PDS Planning, Inc
DECREASED
Shares6,433 from 6,661
Change-228 (-3%)
Value$1.8M (-$183.6K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,427 from 1,336
Change+5,091 (+381%)
Value$1.8M (+$1.4M)
Filed 2026-10-14
Accurate Wealth Management, LLC
DECREASED
Shares6,394 from 6,517
Change-123 (-2%)
Value$1.8M (-$191.3K)
Filed 2026-10-20
Carret Asset Management, LLC
UNCHANGED
Shares6,368 from 6,368
Change0 (0%)
Value$1.8M (-$114.5K)
Filed 2026-11-04
Elevatus Welath Management
INCREASED
Shares6,326 from 4,717
Change+1,609 (+34%)
Value$1.8M (+$366.3K)
Filed 2026-10-19
Vectors Research Management, LLC
INCREASED
Shares6,319 from 6,284
Change+35 (+1%)
Value$1.8M (-$103.2K)
Filed 2026-11-09
Valeo Financial Advisors, LLC
DECREASED
Shares6,312 from 6,555
Change-243 (-4%)
Value$1.8M (-$185.9K)
Filed 2026-10-08
Fulton Bank, N.A.
DECREASED
Shares6,269 from 6,369
Change-100 (-2%)
Value$1.8M (-$142.5K)
Filed 2026-10-14
Courier Capital LLC
DECREASED
Shares6,250 from 13,152
Change-6,902 (-52%)
Value$1.8M (-$2.2M)
Filed 2026-10-19
Beverly Hills Private Wealth, LLC
INCREASED
Shares6,241 from 4,410
Change+1,831 (+42%)
Value$1.7M (+$433.6K)
Filed 2026-11-04
Guidance Capital, Inc
DECREASED
Shares6,234 from 6,299
Change-65 (-1%)
Value$1.9M (+$48.3K)
Filed 2026-11-03
Chesapeake Wealth Management
DECREASED
Shares6,216 from 6,330
Change-114 (-2%)
Value$1.7M (-$145.7K)
Filed 2026-11-09
Glenview Trust Co
DECREASED
Shares6,168 from 6,539
Change-371 (-6%)
Value$1.7M (-$221.5K)
Filed 2026-10-28
Fulcrum Asset Management LLP
INCREASED
Shares6,153 from 5,967
Change+186 (+3%)
Value$1.7M (+$29.8K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares6,143 from 6,673
Change-530 (-8%)
Value$1.7M (-$268.7K)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares6,142 from 6,142
Change0 (0%)
Value$1.7M (-$110.4K)
Filed 2026-10-30
Meridian Wealth Management, LLC
INCREASED
Shares6,139 from 5,864
Change+275 (+5%)
Value$1.7M (-$28.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares6,130 from 4,489
Change+1,641 (+37%)
Value$1.7M (+$379.1K)
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED
Shares6,108 from 6,133
Change-25 (0%)
Value$1.7M (-$117.3K)
Filed 2026-10-28
Klingman & Associates, LLC
INCREASED
Shares6,098 from 4,677
Change+1,421 (+30%)
Value$1.7M (+$313.9K)
Filed 2026-10-20
Money Concepts Capital Corp
INCREASED
Shares6,095 from 5,865
Change+230 (+4%)
Value$1.7M (-$41.0K)
Filed 2026-11-06
Emerald Advisors, LLC
DECREASED
Shares6,087 from 6,935
Change-848 (-12%)
Value$1.7M (-$362.4K)
Filed 2026-10-13
Iowa State Bank
DECREASED
Shares6,082 from 6,303
Change-221 (-4%)
Value$1.7M (-$175.2K)
Filed 2026-10-06
Westwind Capital
DECREASED
Shares6,071 from 6,235
Change-164 (-3%)
Value$1.7K (-$158)
Filed 2026-10-08
Everhart Financial Group, Inc.
INCREASED
Shares6,063 from 5,873
Change+190 (+3%)
Value$1.7M (-$52.4K)
Filed 2026-10-08
Moody National Bank Trust Division
INCREASED
Shares6,063 from 6,024
Change+39 (+1%)
Value$1.7M (-$97.4K)
Filed 2026-10-06
Goelzer Investment Management, Inc.
INCREASED
Shares6,052 from 952
Change+5,100 (+536%)
Value$1.7M (+$1.4M)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares6,042
Change+6,042
Value$1.7M
Filed 2026-10-16
Verdence Capital Advisors LLC
DECREASED
Shares6,026 from 6,128
Change-102 (-2%)
Value$1.7M (-$138.7K)
Filed 2026-10-26
Eads & Heald Wealth Management
INCREASED
Shares5,995 from 5,949
Change+46 (+1%)
Value$1.7M (-$94.1K)
Filed 2026-10-29
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares5,958 from 7,135
Change-1,177 (-16%)
Value$1.7M (-$458.0K)
Filed 2026-10-20
Trust Co of Toledo NA
DECREASED
Shares5,942 from 6,568
Change-626 (-10%)
Value$1.7M (-$293.4K)
Filed 2026-10-16
Winch Advisory Services, LLC
DECREASED
Shares5,930 from 6,077
Change-147 (-2%)
Value$1.7M (-$150.3K)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares5,910 from 6,089
Change-179 (-3%)
Value$1.7M (-$159.6K)
Filed 2026-10-05
Portside Wealth Group, LLC
INCREASED
Shares5,877 from 5,663
Change+214 (+4%)
Value$1.6M (-$41.9K)
Filed 2026-10-20
Diversified Management Inc
INCREASED
Shares5,862 from 4,231
Change+1,631 (+39%)
Value$1.6M (+$380.8K)
Filed 2026-10-08
Contravisory Investment Management, Inc.
INCREASED
Shares5,831 from 5,008
Change+823 (+16%)
Value$1.6M (+$140.5K)
Filed 2026-10-13
Foundation Wealth Management, LLC
NEW
Shares5,830
Change+5,830
Value$1.6M
Filed 2026-10-22
Angeles Wealth Management, LLC
INCREASED
Shares5,819 from 5,328
Change+491 (+9%)
Value$1.6M (+$41.7K)
Filed 2026-10-26
Nova R Wealth, Inc.
INCREASED
Shares5,806 from 5,795
Change+11 (+0%)
Value$1.6M (-$101.0K)
Filed 2026-10-26
Arjuna Capital
DECREASED
Shares5,787 from 5,893
Change-106 (-2%)
Value$1.6M (-$135.6K)
Filed 2026-11-03
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,778 from 5,837
Change-59 (-1%)
Value$1.6M (-$121.5K)
Filed 2026-11-02
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares5,772 from 5,772
Change0 (0%)
Value$1.6M (-$103.8K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
UNCHANGED
Shares5,769 from 5,769
Change0 (0%)
Value$1.6M (-$103.7K)
Filed 2026-10-14
United Asset Strategies, Inc.
DECREASED
Shares5,759 from 6,196
Change-437 (-7%)
Value$1.6M (-$233.8K)
Filed 2026-10-28
Meridian Wealth Partners, LLC
DECREASED
Shares5,757 from 6,030
Change-273 (-5%)
Value$1.6M (-$184.9K)
Filed 2026-11-09
Measured Risk Portfolios, Inc.
INCREASED
Shares5,747 from 5,056
Change+691 (+14%)
Value$1.6M (+$102.5K)
Filed 2026-10-21
Alpine Bank Wealth Management
DECREASED
Shares5,744 from 5,834
Change-90 (-2%)
Value$1.6M (-$130.1K)
Filed 2026-10-16
Legacy Financial Advisors, Inc.
INCREASED
Shares5,744 from 5,715
Change+29 (+1%)
Value$1.6M (-$94.5K)
Filed 2026-11-09
Autumn Glory Partners, LLC
INCREASED
Shares5,675 from 5,671
Change+4 (+0%)
Value$1.6M (-$101.0K)
Filed 2026-10-26
Stackstone Wealth, LLC
NEW
Shares5,626
Change+5,626
Value$1.6M
Filed 2026-10-19
Premier Path Wealth Partners, LLC
DECREASED
Shares5,602 from 5,618
Change-16 (0%)
Value$1.6M (-$105.5K)
Filed 2026-10-16
Pictet North America Advisors SA
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$1.6M (-$100.7K)
Filed 2026-10-21
Financial Security Advisor, Inc.
DECREASED
Shares5,571 from 5,719
Change-148 (-3%)
Value$1.6M (-$144.4K)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares5,564 from 4,951
Change+613 (+12%)
Value$1.6M (+$82.7K)
Filed 2026-10-22
Virginia Retirement Systems ET Al
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$1.5M (-$98.9K)
Filed 2026-10-28
SouthState Bank Corp
INCREASED
Shares5,498 from 5,205
Change+293 (+6%)
Value$1.5M (-$11.5K)
Filed 2026-11-09
Value Partners Investments Inc.
INCREASED
Shares5,487 from 5,299
Change+188 (+4%)
Value$1.5M (-$35.5K)
Filed 2026-10-19
CFM Wealth Partners LLC
UNCHANGED
Shares5,474 from 5,474
Change0 (0%)
Value$1.5M (-$98.4K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED
Shares5,470 from 5,371
Change+99 (+2%)
Value$1.5M (-$68.8K)
Filed 2026-10-21
Beese Fulmer Investment Management, Inc.
DECREASED
Shares5,445 from 5,640
Change-195 (-3%)
Value$1.5M (-$155.9K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares5,443 from 5,371
Change+72 (+1%)
Value$1.5M (-$76.3K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
INCREASED
Shares5,442 from 5,277
Change+165 (+3%)
Value$1.5M (-$48.8K)
Filed 2026-10-21
Wynn Capital, LLC
DECREASED
Shares5,387 from 5,392
Change-5 (0%)
Value$1.5M (-$98.3K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED
Shares5,386 from 5,650
Change-264 (-5%)
Value$1.5M (-$175.5K)
Filed 2026-10-19
EagleClaw Capital Managment, LLC
DECREASED
Shares5,365 from 6,015
Change-650 (-11%)
Value$1.5M (-$290.2K)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED
Shares5,363 from 5,332
Change+31 (+1%)
Value$1.5M (-$87.2K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
DECREASED
Shares5,305 from 6,237
Change-932 (-15%)
Value$1.5M (-$373.2K)
Filed 2026-10-28
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$1.5M (-$94.8K)
Filed 2026-11-05
S-Bank Fund Management Ltd
INCREASED
Shares5,268 from 5,012
Change+256 (+5%)
Value$1.5M (-$18.4K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED
Shares5,266 from 5,353
Change-87 (-2%)
Value$1.5M (-$120.6K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares5,256 from 2,019
Change+3,237 (+160%)
Value$1.5M (+$889.6K)
Filed 2026-10-13
Wealth Architects, LLC
INCREASED
Shares5,254 from 4,810
Change+444 (+9%)
Value$1.5M (+$37.9K)
Filed 2026-11-03
True North Advisors, LLC
DECREASED
Shares5,239 from 5,353
Change-114 (-2%)
Value$1.5M (-$128.2K)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares5,235 from 2,442
Change+2,793 (+114%)
Value$1.5M (+$738.4K)
Filed 2026-10-28
Cypress Wealth Services, LLC
DECREASED
Shares5,232 from 5,715
Change-483 (-8%)
Value$1.6M (-$148.4K)
Filed 2026-10-21
denkapparat Operations GmbH
INCREASED
Shares5,228 from 2,478
Change+2,750 (+111%)
Value$1.5M (+$725.7K)
Filed 2026-11-09
Lowe Brockenbrough & Co Inc
UNCHANGED
Shares5,224 from 5,224
Change0 (0%)
Value$1.5M (-$93.9K)
Filed 2026-11-09
71 West Capital Partners
INCREASED
Shares5,214 from 5,209
Change+5 (+0%)
Value$1.5M (-$92.3K)
Filed 2026-11-04
American National Bank & Trust
DECREASED
Shares5,208 from 5,235
Change-27 (-1%)
Value$1.5M (-$101.7K)
Filed 2026-10-07
Sentry LLC
UNCHANGED
Shares5,202 from 5,202
Change0 (0%)
Value$1.5M (-$93.5K)
Filed 2026-10-30
Lebenthal Global Advisors, LLC
INCREASED
Shares5,177 from 4,804
Change+373 (+8%)
Value$1.4M (+$17.8K)
Filed 2026-10-28
NBT Bank, N.A.
DECREASED
Shares5,172 from 5,225
Change-53 (-1%)
Value$1.4M (-$108.8K)
Filed 2026-10-21
Gimbal Financial
UNCHANGED
Shares5,162 from 5,162
Change0 (0%)
Value$1.4M (-$92.8K)
Filed 2026-10-19
Axxion S.A.
INCREASED
Shares5,133 from 5,053
Change+80 (+2%)
Value$1.4M (-$68.4K)
Filed 2026-10-22
Portfolio Design Labs, LLC
INCREASED
Shares5,119 from 5,010
Change+109 (+2%)
Value$1.4M (-$59.5K)
Filed 2026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares5,112 from 5,000
Change+112 (+2%)
Value$1.4M (-$58.4K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares5,084 from 4,569
Change+515 (+11%)
Value$1.4M (+$62.0K)
Filed 2026-10-21
Paulson Wealth Management Inc.
DECREASED
Shares5,058 from 5,240
Change-182 (-3%)
Value$1.4M (-$145.2K)
Filed 2026-11-02
CWC Advisors, Llc.
INCREASED
Shares5,045 from 4,974
Change+71 (+1%)
Value$1.4M (-$69.5K)
Filed 2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares5,042 from 4,915
Change+127 (+3%)
Value$1.4M (-$52.7K)
Filed 2026-10-09
Corda Investment Management, Llc.
INCREASED
Shares5,040 from 4,774
Change+266 (+6%)
Value$1.4M (-$11.5K)
Filed 2026-10-22
Nippon Life Global Investors Americas, Inc.
UNCHANGED
Shares5,030 from 5,030
Change0 (0%)
Value$1.4M (-$90.4K)
Filed 2026-10-29
Curat Global, LLC
INCREASED
Shares4,960 from 1,960
Change+3,000 (+153%)
Value$1.4M (+$1.2M)
Filed 2026-10-26
Sowell Financial Services LLC
INCREASED
Shares4,950 from 4,612
Change+338 (+7%)
Value$1.4M (+$11.5K)
Filed 2026-10-23
Community Bank of Raymore
UNCHANGED
Shares4,945 from 4,945
Change0 (0%)
Value$1.4M (-$88.9K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares4,931
Change+4,931
Value$1.4K
Filed 2026-11-03
M&G Plc
DECREASED
Shares4,928 from 8,223
Change-3,295 (-40%)
Value$1.4M (-$1.1M)
Filed 2026-11-04
Verity Asset Management, Inc.
DECREASED
Shares4,901 from 4,953
Change-52 (-1%)
Value$1.4M (-$103.8K)
Filed 2026-10-30
TCI Wealth Advisors, Inc.
INCREASED
Shares4,890 from 4,857
Change+33 (+1%)
Value$1.4M (-$78.1K)
Filed 2026-10-30
Optas, LLC
INCREASED
Shares4,885 from 4,779
Change+106 (+2%)
Value$1.4M (-$56.2K)
Filed 2026-11-09
Waters Parkerson & Co., LLC
UNCHANGED
Shares4,879 from 4,879
Change0 (0%)
Value$1.4M (-$87.7K)
Filed 2026-11-04
Piscataqua Savings Bank
DECREASED
Shares4,868 from 4,918
Change-50 (-1%)
Value$1.4M (-$102.5K)
Filed 2026-10-21
Avestar Capital, LLC
INCREASED
Shares4,828 from 4,460
Change+368 (+8%)
Value$1.4M (+$22.8K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
DECREASED
Shares4,823 from 4,827
Change-4 (0%)
Value$1.4M (-$88.0K)
Filed 2026-10-22
AGF Management LTD
INCREASED
Shares4,813 from 4,019
Change+794 (+20%)
Value$1.3M (+$150.1K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares4,785 from 4,110
Change+675 (+16%)
Value$1.3M (+$115.2K)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares4,765 from 4,694
Change+71 (+2%)
Value$1.3M (-$64.5K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares4,752 from 4,604
Change+148 (+3%)
Value$1.3M (-$41.6K)
Filed 2026-11-05
Linscomb Wealth, Inc.
DECREASED
Shares4,751 from 4,768
Change-17 (0%)
Value$1.3M (-$90.5K)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares4,748 from 4,874
Change-126 (-3%)
Value$1.3M (-$122.9K)
Filed 2026-10-27
Garde Capital, Inc.
DECREASED
Shares4,738 from 4,745
Change-7 (0%)
Value$1.3M (-$87.3K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
INCREASED
Shares4,691 from 4,510
Change+181 (+4%)
Value$1.3M (-$30.4K)
Filed 2026-11-05
BXM Wealth LLC
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$1.3M (-$84.1K)
Filed 2026-11-03
Foguth Wealth Management, Llc.
INCREASED
Shares4,664 from 4,601
Change+63 (+1%)
Value$1.3M (-$17.5K)
Filed 2026-10-19
Cidel Asset Management Inc
UNCHANGED
Shares4,660 from 4,660
Change0 (0%)
Value$1.3M (-$83.8K)
Filed 2026-10-29
Mechanics Bank Trust Department
DECREASED
Shares4,646 from 4,696
Change-50 (-1%)
Value$1.3M (-$98.4K)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares4,635 from 2,666
Change+1,969 (+74%)
Value$1.3M (+$503.6K)
Filed 2026-10-15
Natural Investments, LLC
INCREASED
Shares4,631 from 4,451
Change+180 (+4%)
Value$1.3M (-$28.9K)
Filed 2026-11-06
Hunter Associates Investment Management LLC
INCREASED
Shares4,617 from 3,624
Change+993 (+27%)
Value$1.3K (-$1.1M)
Filed 2026-10-26
Quent Capital, LLC
INCREASED
Shares4,615 from 4,479
Change+136 (+3%)
Value$1.3M (-$54.8K)
Filed 2026-11-09
Burton Enright Welch
INCREASED
Shares4,599 from 1,227
Change+3,372 (+275%)
Value$1.3M (+$922.4K)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
DECREASED
Shares4,593 from 4,689
Change-96 (-2%)
Value$1.3M (-$111.4K)
Filed 2026-10-14
Childress Capital Advisors, LLC
INCREASED
Shares4,568 from 3,982
Change+586 (+15%)
Value$1.3M (+$92.5K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares4,552 from 4,437
Change+115 (+3%)
Value$1.3M (-$47.5K)
Filed 2026-10-22
KPP Advisory Services LLC
DECREASED
Shares4,538 from 5,181
Change-643 (-12%)
Value$1.3M (-$273.3K)
Filed 2026-10-26
Lmcg Investments, LLC
INCREASED
Shares4,512 from 4,401
Change+111 (+3%)
Value$1.3M (-$48.0K)
Filed 2026-10-21
Little House Capital LLC
INCREASED
Shares4,466 from 2,997
Change+1,469 (+49%)
Value$1.3M (+$357.6K)
Filed 2026-11-06
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares4,462 from 4,462
Change0 (0%)
Value$1.2M (-$81.7K)
Filed 2026-10-09
Modera Wealth Management, LLC
INCREASED
Shares4,450 from 4,036
Change+414 (+10%)
Value$1.2M (+$43.5K)
Filed 2026-10-28
ICW Investment Advisors LLC
DECREASED
Shares4,444 from 4,575
Change-131 (-3%)
Value$1.2M (-$118.8K)
Filed 2026-10-27
Parkside Financial Bank & Trust
DECREASED
Shares4,397 from 4,543
Change-146 (-3%)
Value$1.2M (-$122.6K)
Filed 2026-10-27
Financial Management Professionals, Inc.
DECREASED
Shares4,391 from 4,518
Change-127 (-3%)
Value$1.2M (-$116.8K)
Filed 2026-10-23
Trust Point Inc.
DECREASED
Shares4,384 from 5,520
Change-1,136 (-21%)
Value$1.2M (-$417.4K)
Filed 2026-10-27
Petros Family Wealth, LLC
INCREASED
Shares4,384 from 3,993
Change+391 (+10%)
Value$1.2M (+$37.8K)
Filed 2026-10-28
MBL Wealth, LLC
INCREASED
Shares4,376 from 1,640
Change+2,736 (+167%)
Value$1.2M (+$736.8K)
Filed 2026-10-22
Florida Financial Advisors, LLC
INCREASED
Shares4,376 from 4,047
Change+329 (+8%)
Value$1.2M (+$19.3K)
Filed 2026-11-09
Avanza Fonder AB
UNCHANGED
Shares4,365 from 4,365
Change0 (0%)
Value$1.2M (-$78.5K)
Filed 2026-10-13
Creekside Partners
INCREASED
Shares4,362 from 1,962
Change+2,400 (+122%)
Value$1.2M (+$636.9K)
Filed 2026-11-04
Radnor Capital Management, LLC
UNCHANGED
Shares4,345 from 4,345
Change0 (0%)
Value$1.2M (-$78.1K)
Filed 2026-10-23
Smart Wealth LLC
INCREASED
Shares4,322 from 1,810
Change+2,512 (+139%)
Value$1.2M (+$670.9K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares4,317 from 3,824
Change+493 (+13%)
Value$1.2M (+$69.3K)
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares4,301 from 4,398
Change-97 (-2%)
Value$1.2M (-$106.2K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED
Shares4,298 from 4,423
Change-125 (-3%)
Value$1.2M (-$114.5K)
Filed 2026-10-05
Rosenberg Matthew Hamilton
INCREASED
Shares4,292 from 1,304
Change+2,988 (+229%)
Value$1.2M (+$813.5K)
Filed 2026-10-05
Bigelow Investment Advisors, LLC
DECREASED
Shares4,268 from 4,295
Change-27 (-1%)
Value$1.2M (-$84.8K)
Filed 2026-10-13
Summit Financial Wealth Advisors, LLC
DECREASED
Shares4,265 from 4,375
Change-110 (-3%)
Value$1.2M (-$109.5K)
Filed 2026-10-15
Focus Financial Network, Inc.
INCREASED
Shares4,242 from 4,105
Change+137 (+3%)
Value$1.2M (-$35.2K)
Filed 2026-10-14
Braun Stacey Associates Inc
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$1.2M (-$76.0K)
Filed 2026-10-19
Benin Management Corp
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$1.2M (-$75.5K)
Filed 2026-10-22
Auxano Advisors, LLC
DECREASED
Shares4,192 from 4,373
Change-181 (-4%)
Value$1.2M (-$129.5K)
Filed 2026-11-06
Acumen Wealth Advisors, LLC
DECREASED
Shares4,190 from 4,381
Change-191 (-4%)
Value$1.2M (-$132.3K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares4,166 from 2,760
Change+1,406 (+51%)
Value$1.2M (+$631.2K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares4,164 from 4,419
Change-255 (-6%)
Value$1.2M (-$151.0K)
Filed 2026-10-22
Mindset Wealth Management, LLC
INCREASED
Shares4,163 from 4,112
Change+51 (+1%)
Value$1.2M (-$59.7K)
Filed 2026-10-19
Silver OAK Securities, Incorporated
DECREASED
Shares4,158 from 4,394
Change-236 (-5%)
Value$1.2M (-$156.6K)
Filed 2026-11-09
Bank of New Hampshire
UNCHANGED
Shares4,141 from 4,141
Change0 (0%)
Value$1.2M (-$74.5K)
Filed 2026-10-06
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares4,122 from 3,102
Change+1,020 (+33%)
Value$1.2M (+$229.9K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares4,117 from 4,120
Change-3 (0%)
Value$1.2M (-$74.9K)
Filed 2026-11-03
Proathlete Wealth Management LLC
INCREASED
Shares4,106 from 3,884
Change+222 (+6%)
Value$1.2M (-$7.6K)
Filed 2026-10-15
Everett Harris & Co
DECREASED
Shares4,106 from 4,301
Change-195 (-5%)
Value$1.2M (-$131.9K)
Filed 2026-10-28
Grove Bank & Trust
DECREASED
Shares4,086 from 6,668
Change-2,582 (-39%)
Value$1.1M (-$843.1K)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares4,077 from 3,283
Change+794 (+24%)
Value$1.1M (+$163.4K)
Filed 2026-10-23
Gibbs Wealth Management
INCREASED
Shares4,065 from 3,212
Change+853 (+27%)
Value$1.1M (+$181.2K)
Filed 2026-10-22
Clear Trail Advisors, LLC
UNCHANGED
Shares4,059 from 4,059
Change0 (0%)
Value$1.1M (-$73.0K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares4,047 from 4,084
Change-37 (-1%)
Value$1.1M (+$34.8K)
Filed 2026-10-26
Salvus Wealth Management, LLC
DECREASED
Shares4,047 from 4,065
Change-18 (0%)
Value$1.1M (-$78.1K)
Filed 2026-10-13
QTR Family Wealth, LLC
INCREASED
Shares4,024 from 3,983
Change+41 (+1%)
Value$1.1M (-$60.0K)
Filed 2026-11-02
Gratus Wealth Advisors, LLC
DECREASED
Shares4,012 from 4,063
Change-51 (-1%)
Value$1.1M (-$87.3K)
Filed 2026-10-26
Conning Inc.
DECREASED
Shares4,002 from 4,076
Change-74 (-2%)
Value$1.1M (-$94.0K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares3,984 from 4,083
Change-99 (-2%)
Value$1.1M (-$101.3K)
Filed 2026-10-26
Quadcap Wealth Management, LLC
INCREASED
Shares3,968 from 3,886
Change+82 (+2%)
Value$1.1M (-$46.9K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
INCREASED
Shares3,920 from 3,765
Change+155 (+4%)
Value$1.1M (-$24.3K)
Filed 2026-10-28
Oslo Pensjonsforsikring AS
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$1.1M (-$70.1K)
Filed 2026-10-15
Whalen Wealth Management Inc.
INCREASED
Shares3,848 from 3,548
Change+300 (+8%)
Value$1.1M (+$20.2K)
Filed 2026-10-08
Chicago Capital, LLC
UNCHANGED
Shares3,847 from 3,847
Change0 (0%)
Value$1.1M (-$69.2K)
Filed 2026-10-13
Manchester Capital Management LLC
DECREASED
Shares3,812 from 3,865
Change-53 (-1%)
Value$1.1M (-$84.3K)
Filed 2026-10-22
Donoghue Forlines LLC
INCREASED
Shares3,806 from 2,782
Change+1,024 (+37%)
Value$1.1M (+$236.8K)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares3,797 from 3,544
Change+253 (+7%)
Value$1.1M (+$6.9K)
Filed 2026-10-28
Crescent Sterling, Ltd.
INCREASED
Shares3,775 from 3,453
Change+322 (+9%)
Value$1.1M (+$28.1K)
Filed 2026-10-16
BankPlus Wealth Management LLC
INCREASED
Shares3,770 from 3,721
Change+49 (+1%)
Value$1.1M (-$53.2K)
Filed 2026-10-13
Ground Swell Capital, LLC
NEW
Shares3,764
Change+3,764
Value$1.1M
Filed 2026-11-09
Aviance Capital Partners, LLC
INCREASED
Shares3,754 from 3,718
Change+36 (+1%)
Value$1.1M (-$56.8K)
Filed 2026-10-29
Migdal Insurance & Financial Holdings Ltd.
NEW
Shares3,732
Change+3,732
Value$1.0M
Filed 2026-11-09
Eastern Bank
INCREASED
Shares3,729 from 3,629
Change+100 (+3%)
Value$1.0M (-$37.2K)
Filed 2026-10-05
HBK Sorce Advisory LLC
DECREASED
Shares3,713 from 4,486
Change-773 (-17%)
Value$1.0M (-$213.1K)
Filed 2026-11-06
Argyle Capital Management, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$1.0M (-$66.5K)
Filed 2026-10-28
Emprise Bank
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$1.0M (-$66.4K)
Filed 2026-10-07
Focused Alpha, LLC
DECREASED
Shares3,686 from 5,631
Change-1,945 (-35%)
Value$1.0M (-$645.9K)
Filed 2026-10-20
Wolff Wiese Magana LLC
INCREASED
Shares3,686 from 3,669
Change+17 (+0%)
Value$1.0M (-$61.2K)
Filed 2026-10-15
E&G Advisors, LLC
UNCHANGED
Shares3,666 from 3,666
Change0 (0%)
Value$1.0M (-$65.9K)
Filed 2026-10-13
V-Square Quantitative Management LLC
INCREASED
Shares3,657 from 3,376
Change+281 (+8%)
Value$1.0M (+$18.0K)
Filed 2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares3,656 from 3,511
Change+145 (+4%)
Value$1.0M (-$22.7K)
Filed 2026-10-15
KCM Investment Advisors LLC
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$1.0M (-$65.6K)
Filed 2026-10-27
Altus Wealth Group LLC
DECREASED
Shares3,633 from 3,731
Change-98 (-3%)
Value$1.0M (-$94.5K)
Filed 2026-10-20
Great Diamond Partners, LLC
DECREASED
Shares3,630 from 3,636
Change-6 (0%)
Value$1.0M (-$67.1K)
Filed 2026-10-13
Allen Investment Management, LLC
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$1.0M (-$65.2K)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares3,613 from 3,828
Change-215 (-6%)
Value$1.0M (-$128.8K)
Filed 2026-10-13
Cambiar Investors LLC
DECREASED
Shares3,604 from 143,704
Change-140,100 (-97%)
Value$1.0M (-$41.8M)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
INCREASED
Shares3,585 from 1,586
Change+1,999 (+126%)
Value$1.0K (-$472.0K)
Filed 2026-11-05
Prairie Advisory, LLC
DECREASED
Shares3,572 from 4,496
Change-924 (-21%)
Value$1.0M (-$339.4K)
Filed 2026-10-19
Aspen Investment Management Inc
UNCHANGED
Shares3,541 from 3,541
Change0 (0%)
Value$992 (-$63)
Filed 2026-11-05
J. Team Financial, Inc.
INCREASED
Shares3,523 from 3,489
Change+34 (+1%)
Value$986.6K (-$53.3K)
Filed 2026-11-03
Investment Advisory Services Inc
INCREASED
Shares3,495 from 3,493
Change+2 (+0%)
Value$978.8K (-$62.3K)
Filed 2026-10-27
Arrow Financial Corp
DECREASED
Shares3,482 from 3,559
Change-77 (-2%)
Value$975.3K (-$85.6K)
Filed 2026-10-26
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares3,460 from 5,660
Change-2,200 (-39%)
Value$969.1K (-$717.2K)
Filed 2026-10-21
Diversified Enterprises, LLC
INCREASED
Shares3,451 from 3,390
Change+61 (+2%)
Value$966.7K (-$43.9K)
Filed 2026-10-19
Heritage Family Offices, LLP
DECREASED
Shares3,442 from 4,451
Change-1,009 (-23%)
Value$964.1K (-$362.6K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares3,434 from 3,431
Change+3 (+0%)
Value$961.8K (-$60.9K)
Filed 2026-11-04
Alessandra Capital Management, LLC
DECREASED
Shares3,427 from 3,479
Change-52 (-1%)
Value$959.9K (-$77.1K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares3,405 from 3,580
Change-175 (-5%)
Value$953.7K (-$113.4K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
DECREASED
Shares3,388 from 3,436
Change-48 (-1%)
Value$948.8K (-$75.2K)
Filed 2026-10-20
Ipsen Advisor Group LLC
DECREASED
Shares3,378 from 3,425
Change-47 (-1%)
Value$946.2K (-$74.7K)
Filed 2026-10-29
Dorato Capital Management
INCREASED
Shares3,377 from 2,960
Change+417 (+14%)
Value$975.9K (+$54.0K)
Filed 2026-10-08
Altfest L J & Co Inc
NEW
Shares3,373
Change+3,373
Value$944.7K
Filed 2026-10-27
HighPoint Advisor Group LLC
INCREASED
Shares3,369 from 3,137
Change+232 (+7%)
Value$943.6K (+$8.6K)
Filed 2026-11-09
Allen Capital Group, LLC
DECREASED
Shares3,361 from 3,558
Change-197 (-6%)
Value$941.4K (-$119.2K)
Filed 2026-10-27
Simon Quick Advisors, LLC
INCREASED
Shares3,335 from 2,042
Change+1,293 (+63%)
Value$934.1K (+$325.5K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares3,322
Change+3,322
Value$930.3K
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares3,312 from 1,647
Change+1,665 (+101%)
Value$927.7K (+$436.7K)
Filed 2026-11-05
Keudell ison Wealth Management
DECREASED
Shares3,309 from 4,331
Change-1,022 (-24%)
Value$926.8K (-$364.1K)
Filed 2026-10-16
Midland Wealth Advisors, LLC
DECREASED
Shares3,288 from 4,281
Change-993 (-23%)
Value$920.9K (-$355.1K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
DECREASED
Shares3,266 from 3,272
Change-6 (0%)
Value$914.8K (-$60.5K)
Filed 2026-10-27
Winthrop Capital Management, LLC
INCREASED
Shares3,259 from 3,250
Change+9 (+0%)
Value$912.8K (-$56.2K)
Filed 2026-11-05
Peddock Capital Advisors, LLC
UNCHANGED
Shares3,251 from 3,251
Change0 (0%)
Value$910.6K (-$58.5K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares3,239 from 3,203
Change+36 (+1%)
Value$907 (-$48)
Filed 2026-10-27
Diligent Investors, LLC
INCREASED
Shares3,238 from 3,237
Change+1 (+0%)
Value$906.9K (-$57.9K)
Filed 2026-10-21
Evansbrook LLC
UNCHANGED
Shares3,236 from 3,236
Change0 (0%)
Value$906.4K (-$58.2K)
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares3,230 from 2,685
Change+545 (+20%)
Value$910.0K (+$95.0K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,229 from 2,105
Change+1,124 (+53%)
Value$904.4K (+$277.0K)
Filed 2026-10-16
Impact Partnership Wealth, LLC
INCREASED
Shares3,213 from 2,889
Change+324 (+11%)
Value$899.8K (+$38.6K)
Filed 2026-11-09
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares3,208 from 2,797
Change+411 (+15%)
Value$898.7K (+$64.8K)
Filed 2026-10-09
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$896.3K (-$57.5K)
Filed 2026-10-27
Boston Trust Walden Corp
UNCHANGED
Shares3,186 from 3,186
Change0 (0%)
Value$892.4K (-$57.3K)
Filed 2026-10-30
Madson Wealth Advisors Inc
INCREASED
Shares3,185 from 3,173
Change+12 (+0%)
Value$892.2K (-$53.4K)
Filed 2026-10-13
Chemung Canal Trust Co
DECREASED
Shares3,182 from 3,220
Change-38 (-1%)
Value$891.2K (-$68.5K)
Filed 2026-11-04
Whitener Capital Management, Inc.
INCREASED
Shares3,174 from 3,171
Change+3 (+0%)
Value$889.0K (-$56.2K)
Filed 2026-10-15
Cooper Financial Group
DECREASED
Shares3,173 from 3,784
Change-611 (-16%)
Value$888.7K (-$239.0K)
Filed 2026-10-07
Traphagen Investment Advisors LLC
DECREASED
Shares3,169 from 3,188
Change-19 (-1%)
Value$887.5K (-$62.8K)
Filed 2026-10-14
West Paces Advisors Inc.
DECREASED
Shares3,164 from 3,186
Change-22 (-1%)
Value$886.2K (-$63.4K)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares3,151 from 3,111
Change+40 (+1%)
Value$882.6K (-$44.7K)
Filed 2026-10-30
Forum Financial Management, LP
UNCHANGED
Shares3,148 from 3,148
Change0 (0%)
Value$881.7K (-$56.6K)
Filed 2026-10-16
Phoenix Wealth Advisors
UNCHANGED
Shares3,141 from 3,141
Change0 (0%)
Value$879.8K (-$56.5K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED
Shares3,138 from 2,965
Change+173 (+6%)
Value$878.9K (-$4.9K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares3,121 from 3,157
Change-36 (-1%)
Value$874.2K (-$66.9K)
Filed 2026-10-30
Revisor Wealth Management LLC
UNCHANGED
Shares3,121 from 3,121
Change0 (0%)
Value$868.3K (-$62.0K)
Filed 2026-10-20
Gould Asset Management LLC
DECREASED
Shares3,083 from 3,133
Change-50 (-2%)
Value$863.4K (-$70.3K)
Filed 2026-11-06
Redwood Family Wealth LLC
INCREASED
Shares3,081 from 3,067
Change+14 (+0%)
Value$862.9K (-$51.5K)
Filed 2026-10-20
Grant Private Wealth Management Inc
DECREASED
Shares3,080 from 5,351
Change-2,271 (-42%)
Value$862.6K (-$732.4K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
DECREASED
Shares3,079 from 8,021
Change-4,942 (-62%)
Value$862.4K (-$1.5M)
Filed 2026-10-21
Clean Yield Group
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$860.7K (-$55.3K)
Filed 2026-10-28
Weaver Capital Management LLC
INCREASED
Shares3,063 from 1,125
Change+1,938 (+172%)
Value$857.9K (+$639.5K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares3,058 from 3,183
Change-125 (-4%)
Value$856.8K (-$92.3K)
Filed 2026-10-28
Certuity, LLC
DECREASED
Shares3,038 from 3,252
Change-214 (-7%)
Value$850.9K (-$118.6K)
Filed 2026-11-02
Shepherd Financial Partners LLC
DECREASED
Shares2,995 from 3,046
Change-51 (-2%)
Value$838.9K (-$69.0K)
Filed 2026-11-03
Canopy Partners, LLC
DECREASED
Shares2,988 from 3,048
Change-60 (-2%)
Value$836.9K (-$71.6K)
Filed 2026-10-28
SkyOak Wealth, LLC
DECREASED
Shares2,985 from 3,085
Change-100 (-3%)
Value$836.1K (-$83.5K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
DECREASED
Shares2,985 from 2,992
Change-7 (0%)
Value$836.1K (-$55.7K)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,976 from 2,853
Change+123 (+4%)
Value$833.6K (-$16.9K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares2,974 from 2,874
Change+100 (+3%)
Value$894.8K (+$36.6K)
Filed 2026-11-03
AdvisorNet Financial, Inc
UNCHANGED
Shares2,963 from 2,963
Change0 (0%)
Value$831.6K (-$51.6K)
Filed 2026-10-15
TFR Capital, Llc.
INCREASED
Shares2,955 from 2,824
Change+131 (+5%)
Value$827.6K (-$14.3K)
Filed 2026-11-09
Leo Wealth, LLC
NEW
Shares2,952
Change+2,952
Value$826.7K
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares2,947 from 2,911
Change+36 (+1%)
Value$829.1K (-$39.5K)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares2,929 from 2,247
Change+682 (+30%)
Value$820.3K (+$150.6K)
Filed 2026-10-20
Elyxium Wealth, LLC
DECREASED
Shares2,925 from 2,994
Change-69 (-2%)
Value$819.3K (-$73.2K)
Filed 2026-10-27
Shulman DeMeo Asset Management LLC
DECREASED
Shares2,911 from 3,124
Change-213 (-7%)
Value$858.5K (-$72.8K)
Filed 2026-10-09
Quantum Private Wealth, LLC
DECREASED
Shares2,907 from 2,990
Change-83 (-3%)
Value$814.3K (-$77.1K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares2,902 from 1,989
Change+913 (+46%)
Value$812.8K (+$220.0K)
Filed 2026-11-04
Wealth Alliance Advisory Group, LLC
INCREASED
Shares2,900 from 2,856
Change+44 (+2%)
Value$812.3K (-$39.0K)
Filed 2026-10-14
Pennsylvania Capital Management Inc
UNCHANGED
Shares2,898 from 2,898
Change0 (0%)
Value$811.7K (-$52.1K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
DECREASED
Shares2,897 from 3,176
Change-279 (-9%)
Value$811.5K (-$135.3K)
Filed 2026-11-09
YHB Investment Advisors, Inc.
DECREASED
Shares2,895 from 2,991
Change-96 (-3%)
Value$810.9K (-$80.7K)
Filed 2026-10-08
Uncommon Cents Investing Inc
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$809.5K (-$52.0K)
Filed 2026-10-20
WealthPLAN Partners, LLC
DECREASED
Shares2,884 from 3,487
Change-603 (-17%)
Value$807.8K (-$231.7K)
Filed 2026-10-15
Global Financial Private Client, LLC
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$798.5K (-$51.3K)
Filed 2026-10-15
North Forty Two & Co.
DECREASED
Shares2,843 from 2,893
Change-50 (-2%)
Value$796.3K (-$66.0K)
Filed 2026-10-19
Cohen Investment Advisors LLC
UNCHANGED
Shares2,842 from 2,842
Change0 (0%)
Value$796.0K (-$51.1K)
Filed 2026-10-20
Landmark Wealth Management, LLC
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$795.5K (-$51.1K)
Filed 2026-11-03
Drive Wealth Management, LLC
INCREASED
Shares2,838 from 1,780
Change+1,058 (+59%)
Value$795.0K (+$264.4K)
Filed 2026-11-09
Park Place Capital Corp
INCREASED
Shares2,834 from 2,582
Change+252 (+10%)
Value$793.8K (+$24.2K)
Filed 2026-11-09
Fiduciary Family Office, LLC
DECREASED
Shares2,821 from 3,000
Change-179 (-6%)
Value$790.1K (-$104.1K)
Filed 2026-11-04
Income Insurance Ltd
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$789.9K (-$50.7K)
Filed 2026-10-21
Northern Financial Advisors Inc
DECREASED
Shares2,809 from 2,947
Change-138 (-5%)
Value$786.8K (-$91.6K)
Filed 2026-10-29
Anchor Capital Advisors LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$784.3K (-$50.3K)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares2,797 from 2,696
Change+101 (+4%)
Value$783.4K (-$20.2K)
Filed 2026-11-05
Renasant Bank
INCREASED
Shares2,785 from 2,779
Change+6 (+0%)
Value$780.1K (-$48.3K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
DECREASED
Shares2,783 from 3,358
Change-575 (-17%)
Value$779.5K (-$221.4K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares2,768 from 2,657
Change+111 (+4%)
Value$775.3K (-$16.7K)
Filed 2026-10-02
Kendall Capital Management
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$775.0K (-$49.8K)
Filed 2026-10-23
Legacy Edge Advisors, LLC
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$775.1K (-$49.8K)
Filed 2026-11-06
Morton Capital Management LLC
DECREASED
Shares2,758 from 2,903
Change-145 (-5%)
Value$772.3K (-$93.0K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares2,735 from 2,687
Change+48 (+2%)
Value$766.1K (-$34.9K)
Filed 2026-11-03
Mystic Asset Management, Inc.
DECREASED
Shares2,734 from 2,986
Change-252 (-8%)
Value$765.8K (-$124.3K)
Filed 2026-10-15
Absher Wealth Management, LLC
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$763.2K (-$49.0K)
Filed 2026-11-02
SVB Wealth LLC
DECREASED
Shares2,709 from 3,050
Change-341 (-11%)
Value$758.6K (-$150.3K)
Filed 2026-11-06
Malaga Cove Capital, LLC
DECREASED
Shares2,699 from 2,809
Change-110 (-4%)
Value$756.0K (-$81.3K)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares2,698 from 2,761
Change-63 (-2%)
Value$792.7K (-$33.6K)
Filed 2026-10-28
Swiss RE LTD
INCREASED
Shares2,694 from 1,638
Change+1,056 (+64%)
Value$754.6K (+$266.3K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares2,679 from 2,672
Change+7 (+0%)
Value$750.2K (-$46.2K)
Filed 2026-10-22
Beaumont Asset Management, L.L.C.
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$750.2K (-$48.2K)
Filed 2026-10-16
Schnieders Capital Management, Llc.
DECREASED
Shares2,675 from 2,694
Change-19 (-1%)
Value$749.2K (-$53.8K)
Filed 2026-11-09
BLB&B Advisors, LLC
DECREASED
Shares2,653 from 2,706
Change-53 (-2%)
Value$743.1K (-$63.4K)
Filed 2026-10-27
Wall Street Financial Group, Inc.
INCREASED
Shares2,651 from 2,491
Change+160 (+6%)
Value$742.6K (+$119)
Filed 2026-11-09
Ariadne Wealth Management, LP
INCREASED
Shares2,651 from 2,564
Change+87 (+3%)
Value$742.5K (-$21.7K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares2,631 from 1,515
Change+1,116 (+74%)
Value$736.9K (+$285.3K)
Filed 2026-10-26
Resonant Capital Advisors, LLC
DECREASED
Shares2,627 from 2,635
Change-8 (0%)
Value$735.8K (-$49.6K)
Filed 2026-10-15
Olistico Wealth, LLC
UNCHANGED
Shares2,621 from 2,621
Change0 (0%)
Value$734.1K (-$47.1K)
Filed 2026-10-05
MV Capital Management, Inc.
DECREASED
Shares2,611 from 2,623
Change-12 (0%)
Value$731.3K (-$50.5K)
Filed 2026-10-29
Appleton Partners Inc
DECREASED
Shares2,607 from 2,892
Change-285 (-10%)
Value$730 (-$861.3K)
Filed 2026-10-30
Riverwater Partners LLC
DECREASED
Shares2,607 from 2,655
Change-48 (-2%)
Value$730.2K (-$61.2K)
Filed 2026-11-03
Eagle Wealth Advisors LLC
INCREASED
Shares2,595 from 2,518
Change+77 (+3%)
Value$726.8K (-$23.7K)
Filed 2026-10-20
Howland Capital Management LLC
INCREASED
Shares2,593 from 2,579
Change+14 (+1%)
Value$726.3K (-$42.4K)
Filed 2026-10-22
WoodTrust Financial Corp
DECREASED
Shares2,584 from 2,594
Change-10 (0%)
Value$724 (-$772.3K)
Filed 2026-10-09
Stablepoint Partners, LLC
UNCHANGED
Shares2,579 from 2,579
Change0 (0%)
Value$722.4K (-$46.4K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares2,577 from 2,544
Change+33 (+1%)
Value$721.8K (-$36.5K)
Filed 2026-10-15
Golden Reserve Retirement LLC
INCREASED
Shares2,575 from 2,426
Change+149 (+6%)
Value$721.2K (-$1.9K)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
DECREASED
Shares2,571 from 23,735
Change-21,164 (-89%)
Value$720.1K (-$6.4M)
Filed 2026-10-29
Enterprise Financial Services Corp
DECREASED
Shares2,554 from 2,592
Change-38 (-1%)
Value$715.3K (-$57.2K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares2,542 from 2,473
Change+69 (+3%)
Value$712.0K (-$25.1K)
Filed 2026-10-21
Howard Financial Services, Ltd.
DECREASED
Shares2,538 from 2,604
Change-66 (-3%)
Value$710.9K (-$65.3K)
Filed 2026-10-15
Defined Wealth Management, LLC
DECREASED
Shares2,532 from 2,536
Change-4 (0%)
Value$709.2K (-$46.7K)
Filed 2026-10-19
Acima Private Wealth, LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$708.6K (-$45.5K)
Filed 2026-10-05
Ashton Thomas Securities, LLC
DECREASED
Shares2,517 from 3,010
Change-493 (-16%)
Value$705.0K (-$225.6K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares2,516 from 2,181
Change+335 (+15%)
Value$704.7K (+$54.6K)
Filed 2026-11-05
Heritage Trust Co
INCREASED
Shares2,513 from 2,506
Change+7 (+0%)
Value$703.9K (-$43.1K)
Filed 2026-11-09
Abel Hall, LLC
DECREASED
Shares2,511 from 2,525
Change-14 (-1%)
Value$703.3K (-$49.3K)
Filed 2026-10-19
MSH Capital Advisors LLC
INCREASED
Shares2,504 from 2,408
Change+96 (+4%)
Value$701.3K (-$16.4K)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares2,502 from 2,495
Change+7 (+0%)
Value$700.8K (-$42.8K)
Filed 2026-10-27
Guardian Investment Management
DECREASED
Shares2,500 from 3,860
Change-1,360 (-35%)
Value$700.2K (-$450.3K)
Filed 2026-10-23
Cromwell Holdings LLC
DECREASED
Shares2,489 from 2,983
Change-494 (-17%)
Value$697.1K (-$192.0K)
Filed 2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED
Shares2,488 from 2,217
Change+271 (+12%)
Value$696.9K (+$35.8K)
Filed 2026-10-14
Kelleher Financial Advisors
DECREASED
Shares2,486 from 4,451
Change-1,965 (-44%)
Value$696.3K (-$630.4K)
Filed 2026-10-30
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$695 (-$738.3K)
Filed 2026-11-04
Personal CFO Solutions, LLC
DECREASED
Shares2,478 from 3,257
Change-779 (-24%)
Value$694.1K (-$276.7K)
Filed 2026-11-06
Nwam LLC
DECREASED
Shares2,473 from 2,485
Change-12 (0%)
Value$692.8K (-$47.9K)
Filed 2026-11-09
Capital Asset Advisory Services LLC
INCREASED
Shares2,472 from 2,285
Change+187 (+8%)
Value$691.0K (+$9.9K)
Filed 2026-10-30
Juncture Wealth Strategies, LLC
INCREASED
Shares2,465 from 2,360
Change+105 (+4%)
Value$690.4K (-$13.0K)
Filed 2026-10-06
Ranch Capital Advisors Inc.
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$690.3K (-$44.3K)
Filed 2026-11-09
Quaker Wealth Management, LLC
INCREASED
Shares2,454 from 2,453
Change+1 (+0%)
Value$687.4K (-$43.7K)
Filed 2026-10-22
Alpha Omega Wealth Management LLC
DECREASED
Shares2,449 from 2,489
Change-40 (-2%)
Value$685.9K (-$56.0K)
Filed 2026-10-23
Nemes Rush Group LLC
DECREASED
Shares2,432 from 2,452
Change-20 (-1%)
Value$681.2K (-$49.8K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
INCREASED
Shares2,426 from 2,410
Change+16 (+1%)
Value$721.1K (+$14.8K)
Filed 2026-10-19
XML Financial, LLC
INCREASED
Shares2,423 from 2,153
Change+270 (+13%)
Value$678.6K (+$36.9K)
Filed 2026-10-29
Montecito Bank & Trust
INCREASED
Shares2,417 from 2,292
Change+125 (+5%)
Value$677.0K (-$6.2K)
Filed 2026-10-01
AlTi Global, Inc.
DECREASED
Shares2,417 from 2,426
Change-9 (0%)
Value$677.0K (-$46.1K)
Filed 2026-11-09
Thoroughbred Financial Services, LLC
DECREASED
Shares2,408 from 2,457
Change-49 (-2%)
Value$674 (-$731.3K)
Filed 2026-11-09
Parkway Wealth Management Group, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$672.2K (-$43.2K)
Filed 2026-10-20
Woodmont Investment Counsel LLC
INCREASED
Shares2,397 from 2,342
Change+55 (+2%)
Value$671.3K (-$26.8K)
Filed 2026-10-29
Essex Bank
INCREASED
Shares2,386 from 2,360
Change+26 (+1%)
Value$668.3K (-$35.2K)
Filed 2026-10-16
Griffith & Werner, Inc.
DECREASED
Shares2,374 from 2,393
Change-19 (-1%)
Value$665.0K (-$48.0K)
Filed 2026-11-04
KRS Capital Management, LLC
INCREASED
Shares2,372 from 2,363
Change+9 (+0%)
Value$664.4K (-$40.0K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares2,370 from 2,220
Change+150 (+7%)
Value$663.7K (+$1.9K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED
Shares2,360 from 2,359
Change+1 (+0%)
Value$660.9K (-$42.1K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares2,353 from 1,037
Change+1,316 (+127%)
Value$659.0K (+$350.0K)
Filed 2026-10-08
HMV Wealth Advisors, LLC
DECREASED
Shares2,343 from 2,423
Change-80 (-3%)
Value$656.3K (-$66.0K)
Filed 2026-10-27
Centennial Bank
UNCHANGED
Shares2,342 from 2,342
Change0 (0%)
Value$656.0K (-$42.1K)
Filed 2026-11-09
AGH Wealth Advisors, LLC
DECREASED
Shares2,329 from 2,353
Change-24 (-1%)
Value$652.3K (-$49.0K)
Filed 2026-10-26
Taylor Financial Group, Inc.
UNCHANGED
Shares2,323 from 2,323
Change0 (0%)
Value$650.6K (-$41.8K)
Filed 2026-11-02
DT Investment Partners, LLC
INCREASED
Shares2,318 from 1,948
Change+370 (+19%)
Value$649.2K (+$68.6K)
Filed 2026-10-27
1620 Investment Advisors, Inc.
INCREASED
Shares2,316 from 2,284
Change+32 (+1%)
Value$648.7K (-$32.1K)
Filed 2026-11-04
Certior Financial Group, LLC
DECREASED
Shares2,316 from 2,344
Change-28 (-1%)
Value$648.7K (-$50.0K)
Filed 2026-10-19
Delta Investment Management, LLC
DECREASED
Shares2,306 from 2,402
Change-96 (-4%)
Value$646.0K (-$70.0K)
Filed 2026-11-09
Valmark Advisers, Inc.
INCREASED
Shares2,301 from 2,283
Change+18 (+1%)
Value$644.5K (-$36.0K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
DECREASED
Shares2,267 from 2,269
Change-2 (0%)
Value$635.0K (-$41.4K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,263 from 1,937
Change+326 (+17%)
Value$633.9K (+$56.3K)
Filed 2026-10-29
Hardy Reed LLC
INCREASED
Shares2,258 from 2,205
Change+53 (+2%)
Value$632.4K (-$24.8K)
Filed 2026-11-06
West Michigan Advisors, LLC
INCREASED
Shares2,241 from 2,190
Change+51 (+2%)
Value$627.7K (-$25.1K)
Filed 2026-11-09
Vision Capital Management, Inc.
UNCHANGED
Shares2,239 from 2,239
Change0 (0%)
Value$627.1K (-$40.3K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares2,229 from 1,774
Change+455 (+26%)
Value$624.3K (+$95.5K)
Filed 2026-10-29
Arvest Investments, Inc.
DECREASED
Shares2,224 from 2,237
Change-13 (-1%)
Value$622.9K (-$43.9K)
Filed 2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED
Shares2,222 from 1,950
Change+272 (+14%)
Value$622.4K (+$41.1K)
Filed 2026-10-26
Philip James Wealth Mangement, LLC
DECREASED
Shares2,221 from 2,246
Change-25 (-1%)
Value$622.1K (-$47.3K)
Filed 2026-10-27
Grey Ledge Advisors, LLC
INCREASED
Shares2,219 from 2,218
Change+1 (+0%)
Value$621.4K (-$39.7K)
Filed 2026-11-02
Impact Capital Partners LLC
DECREASED
Shares2,202 from 2,339
Change-137 (-6%)
Value$616.8K (-$80.4K)
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares2,196 from 1,175
Change+1,021 (+87%)
Value$634.6K (+$284.4K)
Filed 2026-10-20
Freestone Capital Holdings, LLC
DECREASED
Shares2,193 from 27,709
Change-25,516 (-92%)
Value$614.3K (-$7.6M)
Filed 2026-11-09
Intrua Financial, LLC
INCREASED
Shares2,173 from 2,167
Change+6 (+0%)
Value$608.5K (-$37.3K)
Filed 2026-10-28
Riversedge Advisors, LLC
NEW
Shares2,165
Change+2,165
Value$606.4K
Filed 2026-10-09
SmartHarvest Portfolios, LLC
DECREASED
Shares2,163 from 2,484
Change-321 (-13%)
Value$605.8K (-$134.6K)
Filed 2026-10-26
Barlow Wealth Partners, LLC
INCREASED
Shares2,155 from 1,453
Change+702 (+48%)
Value$640.6K (+$202.6K)
Filed 2026-10-15
Hudock, Inc.
DECREASED
Shares2,133 from 2,187
Change-54 (-2%)
Value$597.5K (-$54.4K)
Filed 2026-10-14
Warner Financial, Inc
DECREASED
Shares2,131 from 2,132
Change-1 (0%)
Value$596.9K (-$38.6K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares2,122 from 7,209
Change-5,087 (-71%)
Value$594.4K (-$1.6M)
Filed 2026-10-13
Banyan Capital Management, Inc.
DECREASED
Shares2,120 from 2,370
Change-250 (-11%)
Value$593.8K (-$112.6K)
Filed 2026-11-05
Human Investing LLC
INCREASED
Shares2,118 from 1,964
Change+154 (+8%)
Value$593.3K (+$7.8K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
DECREASED
Shares2,118 from 2,200
Change-82 (-4%)
Value$593.2K (-$62.5K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares2,112 from 1,232
Change+880 (+71%)
Value$591.5K (+$224.1K)
Filed 2026-11-05
Piedmont Capital Management, LLC
DECREASED
Shares2,112 from 2,113
Change-1 (0%)
Value$591.6K (-$38.3K)
Filed 2026-10-21
Root Financial Partners, LLC
INCREASED
Shares2,106 from 1,458
Change+648 (+44%)
Value$590.0K (+$155.3K)
Filed 2026-10-21
Corundum Group, Inc.
DECREASED
Shares2,100 from 2,128
Change-28 (-1%)
Value$588.2K (-$46.1K)
Filed 2026-10-28
Oakworth Capital, Inc.
DECREASED
Shares2,099 from 2,120
Change-21 (-1%)
Value$587.9K (-$44.3K)
Filed 2026-10-26
Private Management Group Inc
DECREASED
Shares2,099 from 2,104
Change-5 (0%)
Value$587.9K (-$39.2K)
Filed 2026-11-04
West Family Investments, Inc.
DECREASED
Shares2,083 from 2,787
Change-704 (-25%)
Value$583.4K (-$247.3K)
Filed 2026-11-09
Convergence Financial, LLC
DECREASED
Shares2,048 from 4,384
Change-2,336 (-53%)
Value$573.5K (-$733.0K)
Filed 2026-10-27
J. Derek Lewis & Associates Inc.
DECREASED
Shares2,043 from 2,045
Change-2 (0%)
Value$572.2K (-$37.3K)
Filed 2026-11-03
One Wealth Capital Management, LLC
INCREASED
Shares2,035 from 1,326
Change+709 (+53%)
Value$570.0K (+$174.7K)
Filed 2026-10-23
Fairvoy Private Wealth, LLC
INCREASED
Shares2,034 from 1,990
Change+44 (+2%)
Value$569.7K (-$23.5K)
Filed 2026-10-19
Argus Investors' Counsel, Inc.
DECREASED
Shares2,033 from 2,083
Change-50 (-2%)
Value$569.4K (-$51.5K)
Filed 2026-10-09
Retirement Planning Group, LLC
INCREASED
Shares2,025 from 1,672
Change+353 (+21%)
Value$567.1K (+$68.7K)
Filed 2026-10-19
Power Wealth Management LLC
INCREASED
Shares2,023 from 1,567
Change+456 (+29%)
Value$566.8K (+$99.6K)
Filed 2026-10-27
McLean Asset Management Corp
DECREASED
Shares2,023 from 2,028
Change-5 (0%)
Value$562.7K (+$3.5K)
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,019 from 2,394
Change-375 (-16%)
Value$565.5K (-$148.0K)
Filed 2026-10-28
Trueblood Wealth Management, LLC
INCREASED
Shares2,016 from 1,927
Change+89 (+5%)
Value$564.7K (-$9.7K)
Filed 2026-10-23
RS Crum Inc.
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$563.5K (-$36.2K)
Filed 2026-10-19
Pflug Koory, LLC
UNCHANGED
Shares2,011 from 2,011
Change0 (0%)
Value$563.3K (-$36.2K)
Filed 2026-10-26
Claro Advisors Inc.
INCREASED
Shares2,002 from 1,083
Change+919 (+85%)
Value$560.9K (+$238.1K)
Filed 2026-11-02
Tran Capital Management, L.P.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$560.2K (-$36.0K)
Filed 2026-10-19
Donalies Financial Planning, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$560.2K (-$36.0K)
Filed 2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED
Shares1,991 from 2,145
Change-154 (-7%)
Value$557.7K (-$81.3K)
Filed 2026-10-30
Bullock Wealth Management Group
INCREASED
Shares1,991 from 1,984
Change+7 (+0%)
Value$560.0K (-$31.9K)
Filed 2026-10-09
Beacon Financial Strategies Corp
DECREASED
Shares1,988 from 2,125
Change-137 (-6%)
Value$556.8K (-$76.6K)
Filed 2026-10-14
Accredited Investors Inc.
NEW
Shares1,978
Change+1,978
Value$554.0K
Filed 2026-11-03
Valley Brook Capital Group, Inc.
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$551.8K (-$35.4K)
Filed 2026-10-26
Legacy Advisors, LLC
DECREASED
Shares1,951 from 3,578
Change-1,627 (-45%)
Value$546.3K (-$520.1K)
Filed 2026-10-19
Harbour Capital Advisors, LLC
INCREASED
Shares1,950 from 1,935
Change+15 (+1%)
Value$546.2K (-$56.5K)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares1,946 from 953
Change+993 (+104%)
Value$545.1K (+$261.0K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
INCREASED
Shares1,938 from 1,699
Change+239 (+14%)
Value$542.8K (+$36.4K)
Filed 2026-10-16
Net Worth Advisory Group
DECREASED
Shares1,935 from 2,605
Change-670 (-26%)
Value$544.4K (-$232.1K)
Filed 2026-10-20
Excalibur Management Corp
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$540.9K (-$34.7K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares1,921 from 1,852
Change+69 (+4%)
Value$538.1K (-$14.0K)
Filed 2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$572.3K ($0)
Filed 2026-11-03
Cheviot Value Management, LLC
INCREASED
Shares1,918 from 1,896
Change+22 (+1%)
Value$537.2K (-$27.9K)
Filed 2026-11-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares1,913 from 1,853
Change+60 (+3%)
Value$535.8K (-$16.5K)
Filed 2026-10-29
Register Financial Advisors LLC
INCREASED
Shares1,913 from 1,905
Change+8 (+0%)
Value$535.7K (-$32.3K)
Filed 2026-10-23
NBH Bank
INCREASED
Shares1,910 from 1,884
Change+26 (+1%)
Value$535.0K (-$26.6K)
Filed 2026-11-05
Founders Capital Management
DECREASED
Shares1,902 from 1,971
Change-69 (-3%)
Value$532.7K (-$54.8K)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares1,892 from 1,885
Change+7 (+0%)
Value$530.0K (-$31.8K)
Filed 2026-10-19
Souders Financial Advisors
DECREASED
Shares1,883 from 1,954
Change-71 (-4%)
Value$527.3K (-$55.2K)
Filed 2026-11-03
Old North State Wealth Management, LLC
DECREASED
Shares1,881 from 2,300
Change-419 (-18%)
Value$526.9K (-$159.0K)
Filed 2026-10-22
SevenBridge Financial Group, LLC
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$521.8K (-$15.6K)
Filed 2026-10-26
Hollow Brook Wealth Management LLC
NEW
Shares1,877
Change+1,877
Value$525.7K
Filed 2026-10-29
Aviso Wealth Management
INCREASED
Shares1,872 from 1,797
Change+75 (+4%)
Value$524.4K (-$11.3K)
Filed 2026-11-04
Avantra Family Wealth, Inc.
DECREASED
Shares1,849 from 3,609
Change-1,760 (-49%)
Value$517.8K (-$557.9K)
Filed 2026-10-20
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,847 from 1,843
Change+4 (+0%)
Value$517.3K (-$32.0K)
Filed 2026-11-03
Raleigh Capital Management Inc.
INCREASED
Shares1,847 from 1,844
Change+3 (+0%)
Value$517.2K (-$32.6K)
Filed 2026-10-28
Willow Creek Wealth Management Inc.
INCREASED
Shares1,846 from 1,840
Change+6 (+0%)
Value$517.0K (-$31.4K)
Filed 2026-10-26
Tamar Securities, LLC
DECREASED
Shares1,840 from 2,762
Change-922 (-33%)
Value$515.4K (-$307.8K)
Filed 2026-11-03
Atticus Wealth Management, LLC
INCREASED
Shares1,829 from 1,728
Change+101 (+6%)
Value$512.2K (-$2.8K)
Filed 2026-10-20
Security National Bank
UNCHANGED
Shares1,829 from 1,829
Change0 (0%)
Value$512.3K (-$32.9K)
Filed 2026-10-26
Coastline Trust Co
DECREASED
Shares1,827 from 1,877
Change-50 (-3%)
Value$511.7K (-$47.8K)
Filed 2026-10-01
McAdam, LLC
INCREASED
Shares1,820 from 1,668
Change+152 (+9%)
Value$509.6K (+$12.4K)
Filed 2026-10-21
Tritonpoint Wealth, LLC
INCREASED
Shares1,818 from 1,447
Change+371 (+26%)
Value$509.2K (+$77.9K)
Filed 2026-10-19
Balentine LLC
INCREASED
Shares1,815 from 1,691
Change+124 (+7%)
Value$508.4K (+$4.3K)
Filed 2026-11-03
Latko Wealth Management, Ltd.
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$507.6K (-$32.6K)
Filed 2026-11-09
LeConte Wealth Management, LLC
INCREASED
Shares1,811 from 1,565
Change+246 (+16%)
Value$507.2K (+$40.8K)
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares1,797 from 1,753
Change+44 (+3%)
Value$503.3K (-$19.1K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
DECREASED
Shares1,791 from 1,792
Change-1 (0%)
Value$501.6K (-$32.5K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares1,781 from 1,575
Change+206 (+13%)
Value$498.9K (+$29.4K)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,779 from 1,694
Change+85 (+5%)
Value$498.3K (-$6.7K)
Filed 2026-10-22
Elevation Wealth Management LLC
INCREASED
Shares1,774 from 1,703
Change+71 (+4%)
Value$496.9K (-$10.8K)
Filed 2026-11-02
OFC Financial Planning, LLC
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$496.6K (-$31.9K)
Filed 2026-11-06
Acropolis Investment Management, LLC
INCREASED
Shares1,770 from 1,680
Change+90 (+5%)
Value$495.8K (-$5.0K)
Filed 2026-10-08
ETF Portfolio Partners, Inc.
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$495.2K (-$31.8K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares1,763 from 1,623
Change+140 (+9%)
Value$493.8K (+$10.0K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,763 from 1,762
Change+1 (+0%)
Value$493.8K (-$31.4K)
Filed 2026-10-22
City State Bank
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$488.8K (-$31.4K)
Filed 2026-10-20
Woodward Diversified Capital, LLC
INCREASED
Shares1,740 from 1,624
Change+116 (+7%)
Value$487.4K (+$3.3K)
Filed 2026-10-21
Cardinal Capital Management, Inc.
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$484.6K (-$31.1K)
Filed 2026-10-16
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares1,729 from 1,734
Change-5 (0%)
Value$484.2K (-$32.6K)
Filed 2026-10-28
Summit Asset Management, LLC
DECREASED
Shares1,727 from 1,813
Change-86 (-5%)
Value$483.7K (-$56.7K)
Filed 2026-11-05
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares1,726 from 1,269
Change+457 (+36%)
Value$483.4K (+$105.2K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares1,716 from 1,627
Change+89 (+5%)
Value$480.6K (-$4.2K)
Filed 2026-10-21
Wharton Business Group, LLC
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$480.4K (-$30.8K)
Filed 2026-11-09
Waldron Private Wealth LLC
DECREASED
Shares1,713 from 1,815
Change-102 (-6%)
Value$479.8K (-$61.2K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares1,709 from 1,851
Change-142 (-8%)
Value$478.7K (-$73.0K)
Filed 2026-10-15
W Advisors, LLC
INCREASED
Shares1,709 from 1,690
Change+19 (+1%)
Value$478.7K (-$25.1K)
Filed 2026-11-02
Denver PWM, LLC
UNCHANGED
Shares1,705 from 1,705
Change0 (0%)
Value$477.5K (+$869)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares1,704 from 1,571
Change+133 (+8%)
Value$477.3K (+$9.0K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$476.2K (-$30.6K)
Filed 2026-10-26
Virtue Capital Management, LLC
INCREASED
Shares1,698 from 1,604
Change+94 (+6%)
Value$475.6K (-$2.5K)
Filed 2026-10-29
Asset One Wealth Management LLC
INCREASED
Shares1,696 from 1,369
Change+327 (+24%)
Value$475.0K (+$62.7K)
Filed 2026-11-02
AMG Asset Management Group, Inc.
INCREASED
Shares1,690 from 1,366
Change+324 (+24%)
Value$473.5K (+$66.2K)
Filed 2026-10-21
Cultivar Capital, Inc.
UNCHANGED
Shares1,668 from 1,668
Change0 (0%)
Value$467.2K (-$30.0K)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
INCREASED
Shares1,665 from 1,654
Change+11 (+1%)
Value$494.9K (+$1.4K)
Filed 2026-10-09
Inscription Capital, LLC
DECREASED
Shares1,661 from 3,198
Change-1,537 (-48%)
Value$465.3K (-$487.9K)
Filed 2026-11-02
Hanson & Doremus Investment Management
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$465 (-$494.5K)
Filed 2026-10-16
Lifestyle Asset Management, Inc.
INCREASED
Shares1,659 from 940
Change+719 (+76%)
Value$464.7K (+$184.5K)
Filed 2026-10-20
Fortem Financial Group, LLC
DECREASED
Shares1,659 from 1,713
Change-54 (-3%)
Value$464.7K (-$45.9K)
Filed 2026-10-20
New England Professional Planning Group Inc.
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$463.3K (-$29.7K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
INCREASED
Shares1,650 from 1,580
Change+70 (+4%)
Value$462.1K (-$8.8K)
Filed 2026-10-23
First Financial Corp
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$461.9K (-$29.6K)
Filed 2026-10-13
Values Added Financial LLC
INCREASED
Shares1,643 from 1,613
Change+30 (+2%)
Value$460.2K (-$20.6K)
Filed 2026-10-28
Able Financial Group, LLC
DECREASED
Shares1,639 from 2,015
Change-376 (-19%)
Value$459.0K (-$141.5K)
Filed 2026-10-14
LifeGoal Investments, LLC
NEW
Shares1,635
Change+1,635
Value$458.0K
Filed 2026-10-09
Uptick Partners, LLC
INCREASED
Shares1,628 from 1,405
Change+223 (+16%)
Value$456.0K (+$37.2K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares1,626 from 1,609
Change+17 (+1%)
Value$455.4K (-$24.2K)
Filed 2026-10-20
Avalon Capital Management
INCREASED
Shares1,622 from 1,615
Change+7 (+0%)
Value$454.3K (-$27.1K)
Filed 2026-11-04
Uptown Financial Advisors LLC
INCREASED
Shares1,621 from 1,340
Change+281 (+21%)
Value$454.0K (+$54.6K)
Filed 2026-10-15
Soundwatch Capital LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$476.0K (-$6.9K)
Filed 2026-11-04
J.Safra Asset Management Corp
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$452.1K (-$29.0K)
Filed 2026-11-03
Argentarii, LLC
INCREASED
Shares1,612 from 1,554
Change+58 (+4%)
Value$451.6K (+$14.5K)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares1,607 from 942
Change+665 (+71%)
Value$450.1K (+$169.3K)
Filed 2026-10-26
Arista Wealth Management, LLC
NEW
Shares1,605
Change+1,605
Value$449.5K
Filed 2026-10-29
IFG Advisory, LLC
INCREASED
Shares1,603 from 1,223
Change+380 (+31%)
Value$449.0K (+$84.6K)
Filed 2026-11-09
Argos Wealth Advisors, LLC
DECREASED
Shares1,602 from 1,710
Change-108 (-6%)
Value$448.7K (-$61.0K)
Filed 2026-11-02
Shepherd Street Advisors LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$454.3K (-$27.9K)
Filed 2026-10-21
Mustard Seed Financial, LLC
DECREASED
Shares1,600 from 1,613
Change-13 (-1%)
Value$448.1K (-$32.6K)
Filed 2026-10-30
Vista Investment Partners LLC
INCREASED
Shares1,600 from 1,596
Change+4 (+0%)
Value$448.1K (-$27.6K)
Filed 2026-10-08
Sage Capital Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$448.1K (-$28.8K)
Filed 2026-10-20
Ackerman Capital Advisors, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$448.1K (-$28.8K)
Filed 2026-10-30
Wagner Wealth Management, LLC
INCREASED
Shares1,593 from 1,591
Change+2 (+0%)
Value$446.3K (-$27.8K)
Filed 2026-10-21
Abacus Planning Group, Inc.
INCREASED
Shares1,589 from 1,579
Change+10 (+1%)
Value$445.1K (-$25.6K)
Filed 2026-11-02
RFG Holdings, Inc.
INCREASED
Shares1,583 from 1,019
Change+564 (+55%)
Value$443.5K (+$139.7K)
Filed 2026-10-30
Clear Harbor Asset Management, LLC
INCREASED
Shares1,580 from 840
Change+740 (+88%)
Value$442.5K (+$192.2K)
Filed 2026-11-05
Quantum Financial Advisors, LLC
INCREASED
Shares1,578 from 1,333
Change+245 (+18%)
Value$441.9K (+$44.7K)
Filed 2026-11-03
Wakefield Asset Management Lllp
INCREASED
Shares1,571 from 1,547
Change+24 (+2%)
Value$440.0K (-$21.1K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares1,570 from 1,503
Change+67 (+4%)
Value$439.7K (-$8.2K)
Filed 2026-11-03
PFG Private Wealth Management, LLC
DECREASED
Shares1,569 from 1,595
Change-26 (-2%)
Value$439.4K (-$36.0K)
Filed 2026-10-15
Nordwand Advisors, LLC
DECREASED
Shares1,566 from 1,600
Change-34 (-2%)
Value$438.6K (-$38.3K)
Filed 2026-11-05
FAI Advisors, Inc.
INCREASED
Shares1,562 from 1,523
Change+39 (+3%)
Value$437.5K (-$16.5K)
Filed 2026-10-27
Knuff & Co LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$436.9K (-$28.0K)
Filed 2026-11-06
Silver Lake Advisory, LLC
INCREASED
Shares1,559 from 1,554
Change+5 (+0%)
Value$436.7K (-$26.5K)
Filed 2026-10-22
Investors Asset Management of Georgia Inc
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$434.1K (-$27.9K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares1,548 from 1,440
Change+108 (+8%)
Value$433.7K (+$4.5K)
Filed 2026-11-03
Jackson Square Capital, LLC
INCREASED
Shares1,547 from 1,130
Change+417 (+37%)
Value$433.3K (+$96.5K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares1,543 from 1,490
Change+53 (+4%)
Value$432.1K (-$11.8K)
Filed 2026-10-08
St. Louis Trust Co
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$430.2K (-$4.0M)
Filed 2026-11-03
Addis & Hill, Inc
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$457.2K ($0)
Filed 2026-10-19
Carrera Capital Advisors
INCREASED
Shares1,530 from 1,484
Change+46 (+3%)
Value$428.5K (-$13.8K)
Filed 2026-11-03
Orser Capital Management, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$428.5K (-$27.5K)
Filed 2026-10-13
Gibson Wealth Advisors LLC
DECREASED
Shares1,529 from 1,626
Change-97 (-6%)
Value$428.3K (-$56.4K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares1,528 from 1,085
Change+443 (+41%)
Value$428.2K (+$104.8K)
Filed 2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED
Shares1,528 from 1,348
Change+180 (+13%)
Value$428.0K (+$26.2K)
Filed 2026-11-06
Harbor Group, Inc.
INCREASED
Shares1,527 from 1,321
Change+206 (+16%)
Value$427.8K (+$34.1K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
DECREASED
Shares1,527 from 1,588
Change-61 (-4%)
Value$433.4K (-$48.5K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
DECREASED
Shares1,527 from 1,555
Change-28 (-2%)
Value$440.0K (-$23.4K)
Filed 2026-10-27
Kaydan Wealth Management, Inc.
DECREASED
Shares1,526 from 1,549
Change-23 (-1%)
Value$427.4K (-$34.3K)
Filed 2026-10-08
Flywheel Private Wealth LLC
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$426.3K (-$27.4K)
Filed 2026-11-02
Wealthcare Capital Management LLC
INCREASED
Shares1,516 from 1,414
Change+102 (+7%)
Value$424.6K (+$3.1K)
Filed 2026-10-21
180 Wealth Advisors, LLC
DECREASED
Shares1,516 from 1,603
Change-87 (-5%)
Value$424.7K (-$53.2K)
Filed 2026-11-03
Tompkins Financial Corp
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$421.8K (-$27.1K)
Filed 2026-10-05
CKW Financial Group
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$423 (-$448.6K)
Filed 2026-10-29
Tanager Wealth Management LLP
INCREASED
Shares1,500 from 1,065
Change+435 (+41%)
Value$420.1K (+$102.7K)
Filed 2026-10-19
Westover Capital Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$420.1K (-$27.0K)
Filed 2026-10-26
Kimelman & Baird, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$420.1K (-$27.0K)
Filed 2026-11-03
Altura Wealth Advisors Inc.
INCREASED
Shares1,491 from 1,480
Change+11 (+1%)
Value$417.7K (-$23.5K)
Filed 2026-10-22
Reflection Asset Management
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$415.7K (-$26.7K)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,477 from 1,474
Change+3 (+0%)
Value$408.4K (-$46.4K)
Filed 2026-10-28
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares1,475 from 1,500
Change-25 (-2%)
Value$413.1K (-$34.0K)
Filed 2026-10-08
RED Lighthouse Investment Management, LLC
DECREASED
Shares1,472 from 1,479
Change-7 (0%)
Value$412.3K (-$28.6K)
Filed 2026-11-02
Manske Wealth Management
DECREASED
Shares1,469 from 1,519
Change-50 (-3%)
Value$411.5K (-$41.3K)
Filed 2026-10-26
Planned Solutions, Inc.
DECREASED
Shares1,466 from 1,488
Change-22 (-1%)
Value$410.6K (-$32.9K)
Filed 2026-10-19
Letson Investment Management, Inc.
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$410.3K (-$26.3K)
Filed 2026-11-05
River Wealth Advisors LLC
DECREASED
Shares1,464 from 1,528
Change-64 (-4%)
Value$409.9K (-$45.6K)
Filed 2026-11-09
Verum Partners LLC
INCREASED
Shares1,462 from 1,432
Change+30 (+2%)
Value$409.5K (-$17.3K)
Filed 2026-10-21
First Nebraska Trust Co
DECREASED
Shares1,460 from 1,510
Change-50 (-3%)
Value$408.9K (-$41.2K)
Filed 2026-10-30
Disciplined Equity Management, Inc.
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$408.9K (-$26.3K)
Filed 2026-10-14
Journey Advisory Group, LLC
INCREASED
Shares1,458 from 1,158
Change+300 (+26%)
Value$408.4K (+$63.2K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,457 from 1,935
Change-478 (-25%)
Value$408.1K (-$168.7K)
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares1,453 from 1,408
Change+45 (+3%)
Value$407.0K (-$12.7K)
Filed 2026-10-19
Redwood Park Advisors LLC
DECREASED
Shares1,448 from 1,679
Change-231 (-14%)
Value$405.6K (-$94.9K)
Filed 2026-11-02
Sage Rhino Capital LLC
INCREASED
Shares1,447 from 1,442
Change+5 (+0%)
Value$405.3K (-$24.5K)
Filed 2026-10-28
Beaton Management Co. Inc.
INCREASED
Shares1,439 from 1,355
Change+84 (+6%)
Value$403 (-$403.6K)
Filed 2026-11-09
Advisors Management Group Inc
DECREASED
Shares1,439 from 1,447
Change-8 (-1%)
Value$403 (-$430.6K)
Filed 2026-11-05
Valley National Advisers Inc
DECREASED
Shares1,438 from 1,449
Change-11 (-1%)
Value$402.8K (-$29.2K)
Filed 2026-10-23
One Way Holdings LLC
INCREASED
Shares1,437 from 1,325
Change+112 (+8%)
Value$402.5K (+$7.5K)
Filed 2026-10-29
Lewis Asset Management, LLC
INCREASED
Shares1,426 from 1,145
Change+281 (+25%)
Value$399.5K (+$58.1K)
Filed 2026-10-14
Duncker Streett & Co Inc
INCREASED
Shares1,423 from 783
Change+640 (+82%)
Value$398.6K (+$165.2K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,420 from 1,407
Change+13 (+1%)
Value$397.6K (-$21.5K)
Filed 2026-10-13
Amarillo National Bank
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$397.7K (-$25.5K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
NEW
Shares1,416
Change+1,416
Value$396.6K
Filed 2026-11-04
Winthrop Advisory Group LLC
INCREASED
Shares1,414 from 766
Change+648 (+85%)
Value$396.1K (+$167.7K)
Filed 2026-10-22
Peachtree Investment Partners, LLC
DECREASED
Shares1,414 from 1,550
Change-136 (-9%)
Value$396.0K (-$66.0K)
Filed 2026-11-05
Cambridge Financial Group, LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$421.3K ($0)
Filed 2026-10-06
Generali Investments, Management Co LLC
INCREASED
Shares1,404 from 927
Change+477 (+51%)
Value$393.2K (+$116.9K)
Filed 2026-10-19
Meadow Creek Wealth Advisors LLC
DECREASED
Shares1,398 from 1,632
Change-234 (-14%)
Value$391.6K (-$94.9K)
Filed 2026-11-02
Teza Capital Management LLC
DECREASED
Shares1,394 from 1,419
Change-25 (-2%)
Value$390.4K (-$32.5K)
Filed 2026-10-23
LMG Wealth Partners, LLC
INCREASED
Shares1,392 from 1,264
Change+128 (+10%)
Value$389.9K (+$13.1K)
Filed 2026-11-05
Elser Financial Planning, Inc
INCREASED
Shares1,389 from 1,372
Change+17 (+1%)
Value$389.0K (-$19.9K)
Filed 2026-10-16
Core Wealth Partners LLC
INCREASED
Shares1,387 from 1,178
Change+209 (+18%)
Value$388.5K (+$37.4K)
Filed 2026-11-02
General Partner, Inc.
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$388.5K (-$24.9K)
Filed 2026-10-05
TPG Financial Advisors, LLC
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$388.2K (-$24.9K)
Filed 2026-11-09
Canandaigua National Trust Co of Florida
NEW
Shares1,382
Change+1,382
Value$387.1K
Filed 2026-10-07
First Bank & Trust
DECREASED
Shares1,382 from 1,568
Change-186 (-12%)
Value$387.1K (-$80.3K)
Filed 2026-10-19
Clay Northam Wealth Management, LLC
INCREASED
Shares1,382 from 1,376
Change+6 (+0%)
Value$387.1K (-$23.1K)
Filed 2026-10-13
Jacobsen Capital Management
INCREASED
Shares1,379 from 1,296
Change+83 (+6%)
Value$386.2K (-$55)
Filed 2026-10-27
BOS Asset Management, LLC
INCREASED
Shares1,377 from 1,371
Change+6 (+0%)
Value$385.7K (-$23.0K)
Filed 2026-10-09
Jacobs & Co
INCREASED
Shares1,376 from 1,372
Change+4 (+0%)
Value$385 (-$24)
Filed 2026-10-09
Gallacher Capital Management LLC
NEW
Shares1,374
Change+1,374
Value$384.8K
Filed 2026-10-30
PUREfi Wealth, LLC
INCREASED
Shares1,371 from 1,164
Change+207 (+18%)
Value$384.0K (+$37.1K)
Filed 2026-10-19
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$382.3K (-$24.5K)
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares1,361 from 810
Change+551 (+68%)
Value$381.2K (+$139.8K)
Filed 2026-10-16
Blossom Wealth Management
INCREASED
Shares1,361 from 1,346
Change+15 (+1%)
Value$381.2K (-$20.0K)
Filed 2026-11-03
Centurion Wealth Management LLC
DECREASED
Shares1,361 from 1,363
Change-2 (0%)
Value$381.2K (-$25.0K)
Filed 2026-10-13
Fortis Group Advisors, LLC
INCREASED
Shares1,353 from 106
Change+1,247 (+1176%)
Value$404.9K (+$373.3K)
Filed 2026-11-06
bLong Financial, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$378.1K (-$24.3K)
Filed 2026-10-29
Austin Wealth Management, LLC
INCREASED
Shares1,347 from 1,346
Change+1 (+0%)
Value$388.2K (+$5.9K)
Filed 2026-11-06
Norway Savings Bank
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$377.3K (-$24.2K)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares1,346 from 1,401
Change-55 (-4%)
Value$377.0K (-$40.6K)
Filed 2026-10-19
Tortuga Wealth Management, Inc
INCREASED
Shares1,346 from 1,336
Change+10 (+1%)
Value$377.0K (-$21.2K)
Filed 2026-10-27
Montz Harcus Wealth Management LLC
DECREASED
Shares1,341 from 1,347
Change-6 (0%)
Value$375.6K (-$25.8K)
Filed 2026-10-09
Summit Securities Group LLC
INCREASED
Shares1,340 from 310
Change+1,030 (+332%)
Value$375.3K (+$282.9K)
Filed 2026-11-05
Finer Wealth Management, Inc.
DECREASED
Shares1,335 from 1,523
Change-188 (-12%)
Value$373.9K (-$80.0K)
Filed 2026-10-16
Asset Advisors Investment Management, LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$373.4K (-$24.0K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,331 from 5,324
Change-3,993 (-75%)
Value$372.8K (-$1.2M)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
DECREASED
Shares1,330 from 2,124
Change-794 (-37%)
Value$372.5K (-$260.5K)
Filed 2026-10-20
Capstone Wealth Management, LLC
NEW
Shares1,322
Change+1,322
Value$370.3K
Filed 2026-11-02
WBI Investments, LLC
INCREASED
Shares1,322 from 738
Change+584 (+79%)
Value$370.4K (+$150.6K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$369.2K (-$23.7K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
INCREASED
Shares1,317 from 1,070
Change+247 (+23%)
Value$368.9K (+$49.9K)
Filed 2026-10-26
Sunbeam Capital Management, LLC
DECREASED
Shares1,314 from 1,490
Change-176 (-12%)
Value$367.9K (-$76.1K)
Filed 2026-11-05
Balboa Wealth Partners
DECREASED
Shares1,314 from 1,341
Change-27 (-2%)
Value$368.0K (-$31.7K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares1,313 from 1,007
Change+306 (+30%)
Value$367.8K (+$67.6K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$367.8K (-$23.6K)
Filed 2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW
Shares1,311
Change+1,311
Value$368.8K
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares1,310 from 1,595
Change-285 (-18%)
Value$367.0K (-$108.6K)
Filed 2026-10-14
State of Wyoming
NEW
Shares1,308
Change+1,308
Value$366.4K
Filed 2026-10-28
Matauro, LLC
INCREASED
Shares1,308 from 1,265
Change+43 (+3%)
Value$366.5K (-$10.5K)
Filed 2026-11-03
Anchyra Partners LLC
DECREASED
Shares1,306 from 1,590
Change-284 (-18%)
Value$365.8K (-$108.1K)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares1,301 from 1,114
Change+187 (+17%)
Value$364.4K (+$32.3K)
Filed 2026-10-09
First Growth Capital LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$364.1K (-$23.4K)
Filed 2026-10-15
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,299 from 1,258
Change+41 (+3%)
Value$363.7K (-$11.3K)
Filed 2026-10-13
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$362.9K (-$22.1K)
Filed 2026-10-13
Clearstead Trust, LLC
INCREASED
Shares1,289 from 1,141
Change+148 (+13%)
Value$360.9K (+$20.9K)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares1,288 from 1,164
Change+124 (+11%)
Value$360.8K (+$13.7K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
DECREASED
Shares1,280 from 1,286
Change-6 (0%)
Value$358.5K (-$24.8K)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$358.4K (-$23.0K)
Filed 2026-10-28
Powers Advisory Group, LLC
INCREASED
Shares1,277 from 1,275
Change+2 (+0%)
Value$357.5K (-$22.4K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
DECREASED
Shares1,274 from 1,287
Change-13 (-1%)
Value$356.8K (-$26.7K)
Filed 2026-10-16
Paladin Wealth, LLC
INCREASED
Shares1,272 from 886
Change+386 (+44%)
Value$356.2K (+$92.2K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares1,269 from 801
Change+468 (+58%)
Value$355.3K (+$116.5K)
Filed 2026-10-16
RM Financial Services, LLC
INCREASED
Shares1,269 from 1,235
Change+34 (+3%)
Value$355.4K (-$12.7K)
Filed 2026-11-03
Wendell David Associates Inc
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$355 (-$377.6K)
Filed 2026-10-27
Vestor Capital, LLC
INCREASED
Shares1,259 from 1,001
Change+258 (+26%)
Value$194 (+$136)
Filed 2026-11-04
Univest Financial Corp
INCREASED
Shares1,258 from 957
Change+301 (+31%)
Value$352.3K (+$67.1K)
Filed 2026-11-05
Citizens Business Bank
DECREASED
Shares1,258 from 1,308
Change-50 (-4%)
Value$352.4K (-$37.5K)
Filed 2026-11-09
New Covenant Trust Company, N.A.
INCREASED
Shares1,256 from 1,098
Change+158 (+14%)
Value$351.8K (+$24.5K)
Filed 2026-10-08
Trillium Asset Management, LLC
DECREASED
Shares1,253 from 1,559
Change-306 (-20%)
Value$351.0K (-$113.7K)
Filed 2026-11-09
Old Port Advisors
INCREASED
Shares1,253 from 1,225
Change+28 (+2%)
Value$351.0K (-$14.2K)
Filed 2026-10-23
Vision Financial Markets LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$352.1K (-$20.8K)
Filed 2026-10-22
Boit C F David
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$350.1K (-$22.5K)
Filed 2026-10-29
Financial Freedom, LLC
INCREASED
Shares1,249 from 1,244
Change+5 (+0%)
Value$349.8K (-$21.0K)
Filed 2026-11-06
Burling Wealth Partners, LLC
DECREASED
Shares1,247 from 1,435
Change-188 (-13%)
Value$349.3K (-$78.5K)
Filed 2026-11-09
Sheets Smith Wealth Management
INCREASED
Shares1,247 from 1,246
Change+1 (+0%)
Value$349.3K (-$22.1K)
Filed 2026-10-16
PCG Asset Management, LLC
NEW
Shares1,246
Change+1,246
Value$349.0K
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$349.0K (-$22.4K)
Filed 2026-10-27
Traynor Capital Management, Inc.
DECREASED
Shares1,245 from 1,325
Change-80 (-6%)
Value$348.7K (-$46.3K)
Filed 2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED
Shares1,242 from 1,251
Change-9 (-1%)
Value$347.9K (-$25.0K)
Filed 2026-10-16
Apollon Financial, LLC
DECREASED
Shares1,239 from 1,242
Change-3 (0%)
Value$346.9K (-$23.3K)
Filed 2026-10-23
Cornerstone Planning, LLC
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$359.3K (-$9.1K)
Filed 2026-10-27
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,234 from 1,233
Change+1 (+0%)
Value$345.6K (-$22.0K)
Filed 2026-10-23
Chemistry Wealth Management LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$345.4K (-$22.2K)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$345.1K (-$22.2K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares1,230 from 1,228
Change+2 (+0%)
Value$344.6K (-$21.4K)
Filed 2026-11-02
Partners Wealth Management, LLC
INCREASED
Shares1,229 from 836
Change+393 (+47%)
Value$344.3K (+$95.1K)
Filed 2026-10-28
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$344.2K (-$22.1K)
Filed 2026-11-03
Veracity Capital LLC
INCREASED
Shares1,224 from 1,128
Change+96 (+9%)
Value$342.8K (+$6.5K)
Filed 2026-10-08
LVM Capital Management LTD
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$342.0K (+$341.6K)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares1,220 from 1,316
Change-96 (-7%)
Value$341.8K (-$50.4K)
Filed 2026-11-04
TL Private Wealth
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$342.0K (-$14.0K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$339.7K (-$21.8K)
Filed 2026-10-09
Opinicus Capital, Inc.
DECREASED
Shares1,208 from 1,338
Change-130 (-10%)
Value$338.4K (-$60.5K)
Filed 2026-10-28
Thrive Wealth Management, LLC
INCREASED
Shares1,207 from 1,188
Change+19 (+2%)
Value$338.1K (-$16.0K)
Filed 2026-10-13
Seven Mile Advisory
DECREASED
Shares1,206 from 1,220
Change-14 (-1%)
Value$337.8K (-$25.8K)
Filed 2026-10-22
MFA Wealth Services
DECREASED
Shares1,205 from 1,451
Change-246 (-17%)
Value$337.4K (-$95.1K)
Filed 2026-10-14
Greenwood Gearhart LLC
DECREASED
Shares1,202 from 1,775
Change-573 (-32%)
Value$336.7K (-$192.4K)
Filed 2026-11-02
Drum Hill Capital, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$336.1K (-$21.6K)
Filed 2026-10-20
Verus Capital Partners, LLC
INCREASED
Shares1,199 from 1,169
Change+30 (+3%)
Value$335.7K (-$12.8K)
Filed 2026-11-03
Mengis Capital Management, Inc.
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$335.5K (-$21.5K)
Filed 2026-10-13
SP Asset Management LLC
INCREASED
Shares1,196 from 1,190
Change+6 (+1%)
Value$334.9K (-$19.8K)
Filed 2026-11-05
Schear Investment Advisers, LLC
NEW
Shares1,192
Change+1,192
Value$334.0K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,192 from 1,190
Change+2 (+0%)
Value$334.0K (-$20.8K)
Filed 2026-10-14
Wallace Hart LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$333.3K (-$21.4K)
Filed 2026-11-09
Marathon Capital Management
INCREASED
Shares1,189 from 1,185
Change+4 (+0%)
Value$333.0K (-$20.2K)
Filed 2026-10-23
Almanack Investment Partners, Llc.
INCREASED
Shares1,188 from 873
Change+315 (+36%)
Value$332.7K (+$72.5K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED
Shares1,188 from 1,078
Change+110 (+10%)
Value$332.7K (+$11.4K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares1,186 from 1,175
Change+11 (+1%)
Value$332.2K (-$18.2K)
Filed 2026-11-02
Washington Trust Co
INCREASED
Shares1,179 from 1,176
Change+3 (+0%)
Value$330.3K (-$20.4K)
Filed 2026-10-22
Financial Council, LLC
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$330.2K (-$21.2K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$330.2K (-$21.2K)
Filed 2026-10-27
TrustBank
DECREASED
Shares1,178 from 1,242
Change-64 (-5%)
Value$329.9K (-$40.3K)
Filed 2026-10-20
Foster Group, Inc.
DECREASED
Shares1,169 from 1,223
Change-54 (-4%)
Value$327.4K (-$37.1K)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares1,159 from 969
Change+190 (+20%)
Value$324.6K (+$35.8K)
Filed 2026-10-20
Holos Integrated Wealth LLC
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$319.0K (-$19.8K)
Filed 2026-10-23
Caldwell Sutter Capital, Inc.
INCREASED
Shares1,154 from 1,041
Change+113 (+11%)
Value$323.3K (+$13.0K)
Filed 2026-11-09
Chase Investment Counsel Corp
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$323 (-$342.7K)
Filed 2026-11-09
Cornerstone Advisory, LLC
INCREASED
Shares1,150 from 1,045
Change+105 (+10%)
Value$322.1K (+$10.7K)
Filed 2026-11-06
Wealth Group, Ltd.
DECREASED
Shares1,146 from 6,599
Change-5,453 (-83%)
Value$321 (-$2.0M)
Filed 2026-10-30
Kentucky Trust Co
DECREASED
Shares1,145 from 1,175
Change-30 (-3%)
Value$320.7K (-$29.5K)
Filed 2026-10-15
Atlas Private Wealth Advisors
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$320.4K (-$20.6K)
Filed 2026-10-23
Eagle Strategies LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$320.1K (-$20.4K)
Filed 2026-10-16
Telos Capital Management, Inc.
INCREASED
Shares1,142 from 1,095
Change+47 (+4%)
Value$319.9K (-$6.5K)
Filed 2026-11-02
Synergy Asset Management, LLC
INCREASED
Shares1,137 from 997
Change+140 (+14%)
Value$318.5K (+$21.3K)
Filed 2026-11-05
Riverbend Wealth Management, LLC
DECREASED
Shares1,130 from 1,884
Change-754 (-40%)
Value$316.4K (-$245.1K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,129 from 1,112
Change+17 (+2%)
Value$316.2K (-$15.2K)
Filed 2026-11-02
FNY Investment Advisers, LLC
INCREASED
Shares1,128 from 4
Change+1,124 (+28100%)
Value$315 (+$314)
Filed 2026-10-16
Crown Wealth Group, LLC
DECREASED
Shares1,121 from 1,133
Change-12 (-1%)
Value$314.0K (-$23.7K)
Filed 2026-10-19
Compass Wealth Management LLC
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$313.1K (-$20.1K)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares1,114 from 962
Change+152 (+16%)
Value$312.1K (+$25.4K)
Filed 2026-10-16
1900 Wealth Management LLC
NEW
Shares1,112
Change+1,112
Value$311.5K
Filed 2026-10-13
Walker Asset Management, LLC
INCREASED
Shares1,112 from 1,107
Change+5 (+0%)
Value$311.3K (-$18.7K)
Filed 2026-10-13
Cove Private Wealth, LLC
INCREASED
Shares1,111 from 948
Change+163 (+17%)
Value$311.2K (+$28.6K)
Filed 2026-10-28
Syverson Strege & Co
DECREASED
Shares1,110 from 1,116
Change-6 (-1%)
Value$310.9K (-$21.7K)
Filed 2026-11-02
Douglas Lane & Associates, LLC
DECREASED
Shares1,108 from 1,462
Change-354 (-24%)
Value$310.3K (-$125.4K)
Filed 2026-10-09
Fourpath Capital Management, LLC
INCREASED
Shares1,105 from 954
Change+151 (+16%)
Value$309.5K (+$25.1K)
Filed 2026-10-19
Doliver Advisors, LP
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$309.2K (-$19.9K)
Filed 2026-10-01
Prentice Wealth Management LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$308.7K (-$19.8K)
Filed 2026-10-20
PFS Partners, LLC
INCREASED
Shares1,099 from 1,094
Change+5 (+0%)
Value$307.9K (-$18.2K)
Filed 2026-10-21
Heritage Wealth Advisors
DECREASED
Shares1,092 from 2,284
Change-1,192 (-52%)
Value$305.9K (-$374.9K)
Filed 2026-11-09
Birch Financial Group, LLC
INCREASED
Shares1,091 from 1,062
Change+29 (+3%)
Value$305.6K (-$11.0K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,090 from 917
Change+173 (+19%)
Value$305.2K (+$32.0K)
Filed 2026-11-04
Cardiff Park Advisors, LLC
INCREASED
Shares1,090 from 1,089
Change+1 (+0%)
Value$305.2K (-$19.4K)
Filed 2026-11-09
Marino, Stram & Associates LLC
NEW
Shares1,085
Change+1,085
Value$304.0K
Filed 2026-10-22
Princeton Global Asset Management LLC
DECREASED
Shares1,085 from 1,275
Change-190 (-15%)
Value$304.0K (-$76.0K)
Filed 2026-10-21
Central Bank & Trust Co
DECREASED
Shares1,083 from 1,237
Change-154 (-12%)
Value$303.3K (-$65.4K)
Filed 2026-10-09
Ledyard National Bank
DECREASED
Shares1,079 from 1,081
Change-2 (0%)
Value$302.2K (-$20.0K)
Filed 2026-10-21
White Pine Capital LLC
DECREASED
Shares1,078 from 1,116
Change-38 (-3%)
Value$301.9K (-$30.7K)
Filed 2026-11-09
Trust Investment Advisors
INCREASED
Shares1,077 from 936
Change+141 (+15%)
Value$301.6K (+$22.5K)
Filed 2026-10-20
Advisortrust Partners, LLC
INCREASED
Shares1,076 from 1,070
Change+6 (+1%)
Value$301.4K (-$17.6K)
Filed 2026-11-02
Northwest Wealth Management, LLC
NEW
Shares1,073
Change+1,073
Value$300.5K
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,071 from 1,071
Change0 (0%)
Value$300.0K (-$19.3K)
Filed 2026-10-20
Endeavor Private Wealth, Inc.
DECREASED
Shares1,068 from 1,151
Change-83 (-7%)
Value$299.4K (-$44.0K)
Filed 2026-11-05
Virtus Advisers, LLC
INCREASED
Shares1,067 from 835
Change+232 (+28%)
Value$298.9K (+$50.0K)
Filed 2026-11-09
Bayban
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$318.0K ($0)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares1,065 from 793
Change+272 (+34%)
Value$298.2K (+$62.0K)
Filed 2026-11-05
Randall & Associates Wealth Management
DECREASED
Shares1,064 from 1,414
Change-350 (-25%)
Value$298.0K (-$123.5K)
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares1,062 from 3,059
Change-1,997 (-65%)
Value$297.4K (-$614.4K)
Filed 2026-10-15
Stronghold Wealth Management L.L.C.
INCREASED
Shares1,061 from 935
Change+126 (+13%)
Value$297.2K (+$18.5K)
Filed 2026-10-16
Five Oceans Advisors
DECREASED
Shares1,059 from 1,137
Change-78 (-7%)
Value$296.6K (-$42.3K)
Filed 2026-10-22
D'Orazio & Associates, Inc.
INCREASED
Shares1,058 from 946
Change+112 (+12%)
Value$296.2K (+$14.4K)
Filed 2026-11-04
Rose Capital Advisors LLC
NEW
Shares1,053
Change+1,053
Value$294.9K
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$314.0K ($0)
Filed 2026-10-26
Means Investment Co., Inc.
INCREASED
Shares1,051 from 1,044
Change+7 (+1%)
Value$294.5K (-$16.7K)
Filed 2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares1,049 from 2,533
Change-1,484 (-59%)
Value$293.8K (-$461.2K)
Filed 2026-11-06
Retirement Financial Solutions, LLC
INCREASED
Shares1,048 from 1,043
Change+5 (+0%)
Value$293.6K (-$17.3K)
Filed 2026-10-20
Richwood Investment Advisors, LLC
INCREASED
Shares1,045 from 960
Change+85 (+9%)
Value$292.7K (+$6.5K)
Filed 2026-10-30
Invenio Wealth Partners LLC
DECREASED
Shares1,045 from 1,049
Change-4 (0%)
Value$292.7K (-$20.0K)
Filed 2026-10-20
Gouws Capital LLC
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$291.6K (-$18.7K)
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares1,024
Change+1,024
Value$286.9K
Filed 2026-10-19
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$286.7K (-$18.4K)
Filed 2026-10-28
Norris Perne & French LLP
NEW
Shares1,022
Change+1,022
Value$286.3K
Filed 2026-10-23
Spartan Planning & Wealth Management
DECREASED
Shares1,021 from 1,725
Change-704 (-41%)
Value$286.0K (-$228.1K)
Filed 2026-10-13
Diesslin Group, Inc.
NEW
Shares1,017
Change+1,017
Value$284.9K
Filed 2026-10-14
TSA Wealth Managment LLC
INCREASED
Shares1,010 from 935
Change+75 (+8%)
Value$282.9K (+$4.2K)
Filed 2026-10-22
Baron Wealth Management LLC
INCREASED
Shares1,009 from 699
Change+310 (+44%)
Value$282.6K (+$74.3K)
Filed 2026-10-27
Peoples Bank
INCREASED
Shares1,006 from 909
Change+97 (+11%)
Value$281.8K (+$10.8K)
Filed 2026-10-26
Destiny Wealth Partners, LLC
NEW
Shares1,003
Change+1,003
Value$302.9K
Filed 2026-11-05
Compass Capital Management, Inc
NEW
Shares1,000
Change+1,000
Value$280.1K
Filed 2026-11-06
Deltec Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$280.1K (-$18.0K)
Filed 2026-10-26
Harvey Investment Co LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$280 (-$297.7K)
Filed 2026-10-20
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$280 (-$297.7K)
Filed 2026-11-09
John G Ullman & Associates Inc
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$277.6K (-$17.8K)
Filed 2026-11-04
May Hill Capital, LLC
INCREASED
Shares990 from 955
Change+35 (+4%)
Value$277.4K (-$7.4K)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$277.3K (-$17.8K)
Filed 2026-10-30
Friday Financial
INCREASED
Shares989 from 738
Change+251 (+34%)
Value$278.2K (+$61.8K)
Filed 2026-10-09
Monarch Capital Management Inc
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$276.7K (-$17.8K)
Filed 2026-10-19
MRA Advisory Group
DECREASED
Shares987 from 1,370
Change-383 (-28%)
Value$276.4K (-$131.9K)
Filed 2026-10-07
Alliance Wealth Advisors, LLC
DECREASED
Shares986 from 1,001
Change-15 (-1%)
Value$276.2K (-$22.2K)
Filed 2026-10-14
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$275.9K (-$17.7K)
Filed 2026-11-03
Arcataur Capital Management LLC
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$275.0K (-$17.7K)
Filed 2026-10-21
Hohimer Wealth Management, LLC
DECREASED
Shares981 from 997
Change-16 (-2%)
Value$274.8K (-$22.4K)
Filed 2026-11-04
Palatine Hill Wealth Management, LLC
INCREASED
Shares980 from 979
Change+1 (+0%)
Value$274.6K (-$17.1K)
Filed 2026-11-03
Howard Capital Management Group, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$274.2K (-$17.6K)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares976 from 1,133
Change-157 (-14%)
Value$273.3K (-$64.5K)
Filed 2026-11-03
LifeWealth Investments, LLC
DECREASED
Shares976 from 1,003
Change-27 (-3%)
Value$273.4K (-$25.6K)
Filed 2026-10-21
Concentrum Wealth Management
INCREASED
Shares973 from 924
Change+49 (+5%)
Value$272.5K (-$2.9K)
Filed 2026-11-09
Phillips Financial Management, LLC
INCREASED
Shares973 from 953
Change+20 (+2%)
Value$272.5K (-$11.5K)
Filed 2026-10-19
R Squared Ltd
DECREASED
Shares971 from 3,238
Change-2,267 (-70%)
Value$272.0K (-$693.2K)
Filed 2026-11-06
Mizuho Markets Americas LLC
DECREASED
Shares966 from 1,074
Change-108 (-10%)
Value$270.6K (-$49.6K)
Filed 2026-11-09
Lantz Financial LLC
DECREASED
Shares966 from 994
Change-28 (-3%)
Value$270.6K (-$25.7K)
Filed 2026-10-15
J.M. Arbour, LLC
INCREASED
Shares964 from 926
Change+38 (+4%)
Value$270.0K (-$6.0K)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares964 from 950
Change+14 (+1%)
Value$270.0K (-$13.2K)
Filed 2026-10-07
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$270.0K (-$17.3K)
Filed 2026-10-16
Southland Equity Partners LLC
INCREASED
Shares955 from 953
Change+2 (+0%)
Value$267.4K (-$16.5K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
DECREASED
Shares954 from 1,482
Change-528 (-36%)
Value$267.2K (-$174.6K)
Filed 2026-10-21
NewSquare Capital LLC
INCREASED
Shares952 from 941
Change+11 (+1%)
Value$266.6K (-$13.8K)
Filed 2026-11-06
Galvin, Gaustad & Stein, LLC
DECREASED
Shares952 from 953
Change-1 (0%)
Value$266.9K (-$17.1K)
Filed 2026-10-08
SFE Investment Counsel
INCREASED
Shares951 from 922
Change+29 (+3%)
Value$266.4K (-$8.5K)
Filed 2026-10-29
Cowa, LLC
NEW
Shares949
Change+949
Value$265.8K
Filed 2026-10-30
Trust Co of Kansas
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$266 (-$282.7K)
Filed 2026-11-06
4Wealth Advisors, Inc.
INCREASED
Shares941 from 937
Change+4 (+0%)
Value$265.2K (-$2.2K)
Filed 2026-10-13
Brucke Financial, Inc.
DECREASED
Shares940 from 961
Change-21 (-2%)
Value$263.3K (-$23.2K)
Filed 2026-10-23
Tortoise Investment Management, LLC
INCREASED
Shares939 from 906
Change+33 (+4%)
Value$263.0K (-$7.0K)
Filed 2026-11-06
Broadway Wealth Solutions, Inc.
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$262.4K (-$16.8K)
Filed 2026-10-21
Tillman Hartley LLC
DECREASED
Shares936 from 963
Change-27 (-3%)
Value$262.2K (-$24.9K)
Filed 2026-11-06
Sound Income Strategies, LLC
DECREASED
Shares935 from 1,054
Change-119 (-11%)
Value$269.3K (-$44.9K)
Filed 2026-10-09
Warwick Investment Management, Inc.
DECREASED
Shares933 from 1,032
Change-99 (-10%)
Value$261.3K (-$46.3K)
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares932
Change+932
Value$277.7K
Filed 2026-10-29
Perennial Advisors, LLC
DECREASED
Shares932 from 937
Change-5 (-1%)
Value$261.0K (-$18.2K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
DECREASED
Shares931 from 945
Change-14 (-1%)
Value$260.8K (-$20.9K)
Filed 2026-11-05
WealthSpring Partners, LLC
NEW
Shares927
Change+927
Value$259.6K
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares927 from 1,229
Change-302 (-25%)
Value$259.6K (-$106.7K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$259.1K (-$16.6K)
Filed 2026-11-02
Sovereign Investment Advisors, LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$259.1K (-$16.6K)
Filed 2026-11-09
Summit Wealth Group, LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$258.5K (-$16.6K)
Filed 2026-11-09
Lifetime Wealth Management P.C.
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$258.5K (-$16.6K)
Filed 2026-10-29
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$258.2K (-$16.6K)
Filed 2026-10-30
First Financial Bank - Trust Division
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$257.7K (-$16.5K)
Filed 2026-10-01
D.B. Root & Company, LLC
DECREASED
Shares917 from 968
Change-51 (-5%)
Value$256.8K (-$31.7K)
Filed 2026-11-04
EdgeRock Capital LLC
INCREASED
Shares916 from 856
Change+60 (+7%)
Value$256.6K (+$1.4K)
Filed 2026-11-03
Kellett Wealth Advisors, LLC
INCREASED
Shares913 from 895
Change+18 (+2%)
Value$255.8K (-$11.0K)
Filed 2026-10-15
Allegiance Financial Group Advisory Services LLC
NEW
Shares909
Change+909
Value$254.6K
Filed 2026-11-02
Mainsail Asset Management, LLC
INCREASED
Shares909 from 853
Change+56 (+7%)
Value$270.1K (+$27.8K)
Filed 2026-10-14
Biltmore Family Office, LLC
INCREASED
Shares907 from 875
Change+32 (+4%)
Value$254.0K (-$6.8K)
Filed 2026-11-03
NTV Asset Management LLC
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$254.0K (-$16.3K)
Filed 2026-10-23
Jnba Financial Advisors
DECREASED
Shares906 from 927
Change-21 (-2%)
Value$253.8K (-$22.5K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares905 from 1,071
Change-166 (-15%)
Value$253.5K (-$65.8K)
Filed 2026-11-02
Essential Partners LLC
INCREASED
Shares904 from 219
Change+685 (+313%)
Value$253.2K (+$187.9K)
Filed 2026-10-14
Kavar Capital Partners Group, LLC
DECREASED
Shares904 from 932
Change-28 (-3%)
Value$253.2K (-$24.6K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares903 from 1,118
Change-215 (-19%)
Value$252.9K (-$80.2K)
Filed 2026-10-28
Accelerate Investment Advisors LLC
INCREASED
Shares900 from 895
Change+5 (+1%)
Value$252.0K (-$15.0K)
Filed 2026-11-02
Shariaportfolio, Inc.
DECREASED
Shares899 from 1,176
Change-277 (-24%)
Value$251.8K (-$98.7K)
Filed 2026-10-20
Approach Retirement Advisors, LLC
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$251.8K (-$16.2K)
Filed 2026-10-22
Sutton Place Investors LLC
INCREASED
Shares893 from 705
Change+188 (+27%)
Value$250.1K (+$40.0K)
Filed 2026-10-20
Providence Wealth Advisors, LLC
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$262.4K (-$2.0K)
Filed 2026-10-29
Avail Investment Partners, LLC
NEW
Shares889
Change+889
Value$249.0K
Filed 2026-10-16
Investment Research Partners LLC
NEW
Shares889
Change+889
Value$249.0K
Filed 2026-10-19
Sightline Wealth Advisors, LLC
INCREASED
Shares888 from 885
Change+3 (+0%)
Value$248.6K (-$15.3K)
Filed 2026-10-21
WealthPoint Financial, LLC
INCREASED
Shares884 from 672
Change+212 (+32%)
Value$247.6K (+$47.3K)
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$247.3K (-$15.9K)
Filed 2026-10-16
BigSur Wealth Management LLC
INCREASED
Shares881 from 768
Change+113 (+15%)
Value$246.8K (+$17.8K)
Filed 2026-10-13
Provident Wealth Management, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$245.1K (-$15.7K)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$242.8K (-$15.6K)
Filed 2026-10-09
McCollum Christoferson Group LLC
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$242.3K (-$15.6K)
Filed 2026-10-13
Magnolia Capital Management LTD
DECREASED
Shares864 from 868
Change-4 (0%)
Value$242 (-$17)
Filed 2026-10-09
Mach-1 Financial Group, LLC
DECREASED
Shares861 from 980
Change-119 (-12%)
Value$241.2K (-$51.0K)
Filed 2026-11-06
Cordoba Advisory Partners LLC
INCREASED
Shares856 from 805
Change+51 (+6%)
Value$239.8K (-$189)
Filed 2026-10-19
Fermata Advisors, LLC
NEW
Shares855
Change+855
Value$239.3K
Filed 2026-10-13
M. Kraus & Co
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$239.5K (-$15.4K)
Filed 2026-10-20
Mraz, Amerine & Associates, Inc.
INCREASED
Shares853 from 836
Change+17 (+2%)
Value$238.9K (-$10.3K)
Filed 2026-10-30
Innovative Wealth Building LLC
DECREASED
Shares850 from 882
Change-32 (-4%)
Value$238.0K (-$24.8K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares849 from 855
Change-6 (-1%)
Value$237.8K (-$16.9K)
Filed 2026-10-16
Stenger Family Office, LLC
INCREASED
Shares848 from 775
Change+73 (+9%)
Value$244.2K (+$13.2K)
Filed 2026-10-22
CRA Financial Services, LLC
DECREASED
Shares848 from 873
Change-25 (-3%)
Value$237.5K (-$22.6K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
NEW
Shares846
Change+846
Value$237.1K
Filed 2026-11-06
Rayburn West Financial Services LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$237.0K (-$15.2K)
Filed 2026-11-03
Jeter Robert S II
NEW
Shares841
Change+841
Value$242.0K
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares841 from 839
Change+2 (+0%)
Value$235.6K (-$14.5K)
Filed 2026-10-09
Oasis Advisors, LLC
NEW
Shares840
Change+840
Value$235.2K
Filed 2026-10-16
Genesis Private Wealth, LLC
DECREASED
Shares839 from 996
Change-157 (-16%)
Value$235.0K (-$61.9K)
Filed 2026-11-02
Fulcrum Capital LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$235.0K (-$15.1K)
Filed 2026-10-15
Columbia Bank
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$234.7K (-$15.1K)
Filed 2026-10-29
4J Wealth Management LLC
INCREASED
Shares837 from 748
Change+89 (+12%)
Value$234.4K (+$11.5K)
Filed 2026-11-02
Shum Financial Group, Inc.
INCREASED
Shares835 from 725
Change+110 (+15%)
Value$233.9K (+$17.8K)
Filed 2026-10-13
Colonial River Investments, LLC
DECREASED
Shares835 from 888
Change-53 (-6%)
Value$233.9K (-$30.8K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares834 from 792
Change+42 (+5%)
Value$261.0K (+$41.6K)
Filed 2026-11-02
BCS Wealth Management
DECREASED
Shares833 from 947
Change-114 (-12%)
Value$233.4K (-$48.9K)
Filed 2026-11-03
Carmel Capital Management L.L.C.
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$232.8K (-$14.9K)
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
NEW
Shares830
Change+830
Value$232.5K
Filed 2026-10-14
Security Financial Services, Inc.
DECREASED
Shares827 from 985
Change-158 (-16%)
Value$231.6K (-$62.0K)
Filed 2026-10-29
Kraft, Davis & Associates, LLC
INCREASED
Shares827 from 792
Change+35 (+4%)
Value$230.0K (-$11.3K)
Filed 2026-10-21
Tactive Advisors, LLC
DECREASED
Shares827 from 844
Change-17 (-2%)
Value$231.6K (-$19.9K)
Filed 2026-10-08
Sunpointe, LLC
DECREASED
Shares826 from 1,039
Change-213 (-20%)
Value$231.4K (-$78.3K)
Filed 2026-10-22
Howard Wealth Management, LLC
DECREASED
Shares826 from 845
Change-19 (-2%)
Value$231.4K (-$20.5K)
Filed 2026-10-28
Wescott Financial Advisory Group, LLC
NEW
Shares825
Change+825
Value$231.1K
Filed 2026-11-09
Independent Wealth Network Inc.
DECREASED
Shares818 from 1,092
Change-274 (-25%)
Value$229.1K (-$96.4K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
DECREASED
Shares817 from 902
Change-85 (-9%)
Value$228.8K (-$40.0K)
Filed 2026-10-22
Richard P Slaughter Associates Inc
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$228.3K (-$14.7K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
DECREASED
Shares813 from 904
Change-91 (-10%)
Value$227.7K (-$41.7K)
Filed 2026-10-29
Pines Wealth Management, LLC
DECREASED
Shares812 from 1,414
Change-602 (-43%)
Value$227.4K (-$194.0K)
Filed 2026-10-21
Clarus Group, Inc.
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$226.7K (-$14.5K)
Filed 2026-10-21
First Bancorp, Inc
INCREASED
Shares805 from 765
Change+40 (+5%)
Value$225.5K (-$2.6K)
Filed 2026-10-26
Community Trust & Investment Co
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$225.5K (-$14.5K)
Filed 2026-10-15
Cedarwood Wealth LLC
INCREASED
Shares804 from 794
Change+10 (+1%)
Value$225.1K (-$11.5K)
Filed 2026-11-09
Decker Wealth Management LLC
NEW
Shares802
Change+802
Value$224.6K
Filed 2026-10-09
WealthTrust Asset Management, LLC
INCREASED
Shares801 from 791
Change+10 (+1%)
Value$224.5K (-$11.3K)
Filed 2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED
Shares801 from 806
Change-5 (-1%)
Value$224.4K (-$15.9K)
Filed 2026-11-05
Factor Wealth Management LTD
NEW
Shares800
Change+800
Value$224.1K
Filed 2026-10-08
ACT Wealth Management, LLC
DECREASED
Shares800 from 920
Change-120 (-13%)
Value$224.1K (-$50.2K)
Filed 2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$224.1K (-$14.4K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
NEW
Shares794
Change+794
Value$222.2K
Filed 2026-10-23
Global View Capital Management LLC
INCREASED
Shares794 from 785
Change+9 (+1%)
Value$222.4K (-$11.6K)
Filed 2026-10-28
Stirlingshire Investments, Inc.
NEW
Shares791
Change+791
Value$221.6K
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares791 from 849
Change-58 (-7%)
Value$221.7K (-$31.4K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares789 from 989
Change-200 (-20%)
Value$221.0K (-$73.8K)
Filed 2026-10-28
Valued Retirements, Inc.
NEW
Shares787
Change+787
Value$220.4K
Filed 2026-11-06
Hall Laurie J Trustee
DECREASED
Shares787 from 795
Change-8 (-1%)
Value$220.4K (-$16.5K)
Filed 2026-10-06
Gilman Hill Asset Management, LLC
NEW
Shares786
Change+786
Value$220.2K
Filed 2026-10-13
Livet Wealth, LLC
INCREASED
Shares786 from 767
Change+19 (+2%)
Value$220.2K (-$8.5K)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
INCREASED
Shares782 from 690
Change+92 (+13%)
Value$244.7K (+$39.1K)
Filed 2026-11-02
Trilogy Capital Inc.
DECREASED
Shares779 from 841
Change-62 (-7%)
Value$218.2K (-$32.5K)
Filed 2026-10-20
Adamsbrown Wealth Consultants LLC
INCREASED
Shares778 from 774
Change+4 (+1%)
Value$218.0K (-$12.7K)
Filed 2026-10-20
Chiron Capital Management, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$217.6K (-$14.0K)
Filed 2026-10-15
Svrn Asset Management, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$217.1K (-$13.9K)
Filed 2026-11-02
Center For Asset Management LLC
NEW
Shares774
Change+774
Value$216.8K
Filed 2026-10-16
Hoxton Planning & Management, LLC
DECREASED
Shares774 from 809
Change-35 (-4%)
Value$216.8K (-$24.3K)
Filed 2026-10-15
Hamilton Capital, LLC
DECREASED
Shares773 from 881
Change-108 (-12%)
Value$216.5K (-$46.1K)
Filed 2026-10-08
Salomon & Ludwin, LLC
DECREASED
Shares770 from 773
Change-3 (0%)
Value$215.7K (-$15.0K)
Filed 2026-10-29
AA Financial Advisors, LLC
INCREASED
Shares769 from 755
Change+14 (+2%)
Value$215.4K (-$9.7K)
Filed 2026-10-19
Solidarity Wealth, LLC
INCREASED
Shares765 from 748
Change+17 (+2%)
Value$214.3K (-$8.7K)
Filed 2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED
Shares765 from 760
Change+5 (+1%)
Value$214.1K (-$12.3K)
Filed 2026-11-02
Watershed Private Wealth LLC
NEW
Shares763
Change+763
Value$213.7K
Filed 2026-10-30
First Pacific Financial
DECREASED
Shares762 from 839
Change-77 (-9%)
Value$213.4K (-$36.6K)
Filed 2026-10-14
Rise Advisors, LLC
NEW
Shares761
Change+761
Value$213.1K
Filed 2026-10-16
Orca Wealth Management, LLC
DECREASED
Shares761 from 814
Change-53 (-7%)
Value$213.1K (-$29.7K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
DECREASED
Shares760 from 908
Change-148 (-16%)
Value$212.9K (-$57.8K)
Filed 2026-10-19
GR Financial Group, LLC
INCREASED
Shares760 from 758
Change+2 (+0%)
Value$213.0K (-$13.0K)
Filed 2026-10-27
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$212.9K (-$13.7K)
Filed 2026-10-22
Optivise Advisory Services LLC
INCREASED
Shares759 from 731
Change+28 (+4%)
Value$212.5K (-$5.6K)
Filed 2026-10-19
SilverOak Wealth Management LLC
DECREASED
Shares758 from 762
Change-4 (-1%)
Value$212.3K (-$14.8K)
Filed 2026-10-29
Birinyi Associates Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$210 (-$223.8K)
Filed 2026-10-28
Orange Investment Advisors, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$210.1K (-$13.5K)
Filed 2026-10-23
Silverlake Wealth Management LLC
INCREASED
Shares749 from 748
Change+1 (+0%)
Value$209.7K (-$13.2K)
Filed 2026-10-21
BAM Wealth Management, LLC
NEW
Shares747
Change+747
Value$209.2K
Filed 2026-10-15
Barings LLC
NEW
Shares745
Change+745
Value$208.7K
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
NEW
Shares740
Change+740
Value$207.3K
Filed 2026-10-27
RKL Wealth Management LLC
NEW
Shares738
Change+738
Value$206.8K
Filed 2026-10-16
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares734 from 725
Change+9 (+1%)
Value$205.6K (-$10.5K)
Filed 2026-11-06
Goldstein Advisors, LLC
NEW
Shares733
Change+733
Value$205.3K
Filed 2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$205.6K (-$13.2K)
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$205.0K (-$13.2K)
Filed 2026-11-05
Pearl Planning LLC
INCREASED
Shares730 from 720
Change+10 (+1%)
Value$204.5K (-$10.1K)
Filed 2026-10-13
Kaufman Rossin Wealth, LLC
NEW
Shares729
Change+729
Value$204.3K
Filed 2026-10-19
Invera Wealth Advisors, LLC
DECREASED
Shares729 from 740
Change-11 (-1%)
Value$204.2K (-$16.4K)
Filed 2026-10-28
Symmetry Partners, LLC
NEW
Shares727
Change+727
Value$203.5K
Filed 2026-10-27
Miramontes Capital, LLC
DECREASED
Shares725 from 761
Change-36 (-5%)
Value$203.1K (-$23.8K)
Filed 2026-10-19
Hartmann Taylor Wealth Management, LLC
NEW
Shares724
Change+724
Value$202.8K
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares721 from 752
Change-31 (-4%)
Value$201.9K (-$22.3K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares720 from 700
Change+20 (+3%)
Value$201.6K (-$7.1K)
Filed 2026-10-29
Boltwood Capital Management
INCREASED
Shares720 from 710
Change+10 (+1%)
Value$201.7K (-$10.0K)
Filed 2026-10-02
Heritage Investment Group, Inc.
INCREASED
Shares720 from 713
Change+7 (+1%)
Value$201.7K (-$10.9K)
Filed 2026-11-03
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$201.7K (-$12.3K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares719 from 751
Change-32 (-4%)
Value$201.4K (-$22.5K)
Filed 2026-10-22
Smith Thornton Advisors LLC
INCREASED
Shares719 from 696
Change+23 (+3%)
Value$201.5K (-$6.4K)
Filed 2026-10-16
Madrona Financial Services, LLC
INCREASED
Shares716 from 699
Change+17 (+2%)
Value$200.5K (-$7.8K)
Filed 2026-10-23
Clark Asset Management, LLC
DECREASED
Shares715 from 753
Change-38 (-5%)
Value$200.3K (-$24.2K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
DECREASED
Shares714 from 820
Change-106 (-13%)
Value$200.1K (-$44.5K)
Filed 2026-10-09
Bangor Savings Bank
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$200.0K (-$12.8K)
Filed 2026-10-06
Eurizon SLJ Capital Ltd
DECREASED
Shares709 from 822
Change-113 (-14%)
Value$198.6K (-$46.4K)
Filed 2026-11-06
Investors Research Corp
DECREASED
Shares705 from 769
Change-64 (-8%)
Value$197.5K (-$31.8K)
Filed 2026-10-07
Enzi Wealth
INCREASED
Shares696 from 691
Change+5 (+1%)
Value$200.3K (-$10.8K)
Filed 2026-10-14
Latitude Advisors, LLC
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$192.8K (-$12.3K)
Filed 2026-10-27
Warburton Capital Management, LLC
NEW
Shares668
Change+668
Value$208.7K
Filed 2026-11-06
Key FInancial Inc
INCREASED
Shares652 from 573
Change+79 (+14%)
Value$182.6K (+$11.8K)
Filed 2026-11-02
Asset Planning,Inc
INCREASED
Shares638 from 636
Change+2 (+0%)
Value$178.6K (-$11.0K)
Filed 2026-10-26
Toth Financial Advisory Corp
INCREASED
Shares634 from 601
Change+33 (+5%)
Value$177.6K (-$1.6K)
Filed 2026-10-08
Kings Path Partners LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$177.3K (-$11.4K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares630 from 624
Change+6 (+1%)
Value$176.4K (-$9.5K)
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$175.6K (-$11.3K)
Filed 2026-10-15
Keystone Financial Group, Inc.
INCREASED
Shares624 from 623
Change+1 (+0%)
Value$174.9K (-$10.7K)
Filed 2026-10-13
High Note Wealth, LLC
INCREASED
Shares620 from 547
Change+73 (+13%)
Value$173.7K (+$10.6K)
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares617 from 528
Change+89 (+17%)
Value$172.9K (+$15.4K)
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$183.8K (+$1.7K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares601
Change+601
Value$168.3K
Filed 2026-10-13
Madden Securities Corp
NEW
Shares600
Change+600
Value$168.1K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares599 from 543
Change+56 (+10%)
Value$167.7K (+$5.9K)
Filed 2026-10-14
Harbor Capital Advisors, Inc.
NEW
Shares595
Change+595
Value$167
Filed 2026-10-22
Richardson Capital Management LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$163.3K (-$10.5K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares581 from 434
Change+147 (+34%)
Value$162.7K (+$33.4K)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares568 from 554
Change+14 (+3%)
Value$159.2K (-$6.0K)
Filed 2026-10-19
Rothwell Investment Advisors, LLC
NEW
Shares566
Change+566
Value$158.5K
Filed 2026-11-06
Gables Capital Management Inc.
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$158.3K (-$10.2K)
Filed 2026-11-04
Avion Wealth
DECREASED
Shares557 from 560
Change-3 (-1%)
Value$155 (-$165.8K)
Filed 2026-11-04
Gold Investment Management Ltd.
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$155.5K (-$10.0K)
Filed 2026-10-19
Community Financial Services Group, LLC
DECREASED
Shares554 from 564
Change-10 (-2%)
Value$155.8K (-$12.5K)
Filed 2026-10-15
WPG Advisers, LLC
INCREASED
Shares553 from 523
Change+30 (+6%)
Value$154.9K (-$1.0K)
Filed 2026-10-27
Strive Financial Group,LLC
INCREASED
Shares539 from 84
Change+455 (+542%)
Value$151.0K (+$125.9K)
Filed 2026-11-09
Byrne Asset Management LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$149.7K (-$8.9K)
Filed 2026-10-06
Bell Investment Advisors, Inc
INCREASED
Shares529 from 318
Change+211 (+66%)
Value$148.2K (+$53.4K)
Filed 2026-10-29
First United Bank & Trust
DECREASED
Shares528 from 561
Change-33 (-6%)
Value$147.9K (-$19.3K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$149 (-$132.9K)
Filed 2026-11-04
Old Second National Bank of Aurora
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$144.2K (-$9.3K)
Filed 2026-10-22
Fortitude Family Office, LLC
INCREASED
Shares503 from 351
Change+152 (+43%)
Value$140.9K (+$36.3K)
Filed 2026-10-14
Entrust Financial LLC
DECREASED
Shares503 from 525
Change-22 (-4%)
Value$140.9K (-$15.6K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$135.6K (-$8.7K)
Filed 2026-10-22
DeDora Capital, Inc.
DECREASED
Shares482 from 757
Change-275 (-36%)
Value$134.9K (-$90.6K)
Filed 2026-10-26
Valued Wealth Advisors LLC
INCREASED
Shares481 from 457
Change+24 (+5%)
Value$134.7K (-$1.5K)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$131.6K (-$8.5K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
DECREASED
Shares464 from 566
Change-102 (-18%)
Value$130.1K (-$38.7K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares462
Change+462
Value$129.4K
Filed 2026-10-09
Sava Infond d.o.o.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$128.8K (-$8.3K)
Filed 2026-10-28
Wilkerson Advisory Group LLC
INCREASED
Shares454 from 439
Change+15 (+3%)
Value$127.2K (-$3.8K)
Filed 2026-10-20
S.A. Mason LLC
NEW
Shares450
Change+450
Value$126.0K
Filed 2026-10-13
Axiom Investment Management LLC
DECREASED
Shares450 from 559
Change-109 (-19%)
Value$126.0K (-$40.6K)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
INCREASED
Shares448 from 48
Change+400 (+833%)
Value$125.5K (+$111.2K)
Filed 2026-10-16
Union Savings Bank
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$121.8K (-$7.8K)
Filed 2026-10-14
Kennebec Savings Bank
DECREASED
Shares432 from 435
Change-3 (-1%)
Value$121.0K (-$8.7K)
Filed 2026-10-22
Western Pacific Wealth Management, LP
INCREASED
Shares429 from 320
Change+109 (+34%)
Value$120.2K (+$24.8K)
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares428 from 365
Change+63 (+17%)
Value$119.9K (+$11.1K)
Filed 2026-10-30
True Wealth Design, LLC
INCREASED
Shares423 from 173
Change+250 (+145%)
Value$118.5K (+$67.0K)
Filed 2026-10-13
Hughes Financial Services, LLC
INCREASED
Shares412 from 366
Change+46 (+13%)
Value$128.9K (+$19.8K)
Filed 2026-10-30
Reap Financial Group, LLC
INCREASED
Shares411 from 384
Change+27 (+7%)
Value$115.1K (+$743)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares406 from 94
Change+312 (+332%)
Value$113.7K (+$85.7K)
Filed 2026-10-26
Arlington Trust Co LLC
INCREASED
Shares395 from 262
Change+133 (+51%)
Value$110.6K (+$32.5K)
Filed 2026-10-20
Rational Advisors, Inc.
INCREASED
Shares395 from 336
Change+59 (+18%)
Value$110.6K (+$10.5K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares394 from 825
Change-431 (-52%)
Value$110.4K (-$135.5K)
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares390 from 307
Change+83 (+27%)
Value$109.2K (+$17.7K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares387 from 289
Change+98 (+34%)
Value$108.3K (+$22.2K)
Filed 2026-10-29
United Community Bank
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$107.3K (-$6.9K)
Filed 2026-10-28
Maj Invest Holding A/S
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$105 (-$7)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
INCREASED
Shares360 from 99
Change+261 (+264%)
Value$100.9K (+$71.5K)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares359 from 352
Change+7 (+2%)
Value$100.6K (-$4.4K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$100.3K (-$6.4K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares357
Change+357
Value$103.1K
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares343 from 327
Change+16 (+5%)
Value$96.1K (-$1.4K)
Filed 2026-10-23
Costello Asset Management, Inc
INCREASED
Shares332 from 331
Change+1 (+0%)
Value$92.9K (-$5.9K)
Filed 2026-10-30
GoalVest Advisory LLC
INCREASED
Shares331 from 16
Change+315 (+1969%)
Value$92.8K (+$88.0K)
Filed 2026-10-02
Covestor Ltd
DECREASED
Shares331 from 361
Change-30 (-8%)
Value$93 (-$107.9K)
Filed 2026-10-30
Kozak & Associates, Inc.
DECREASED
Shares331 from 341
Change-10 (-3%)
Value$102.7K (+$1.0K)
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares329 from 304
Change+25 (+8%)
Value$92.2K (+$1.5K)
Filed 2026-10-27
Hoese & Co LLP
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$86.8K (-$5.6K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
DECREASED
Shares307 from 356
Change-49 (-14%)
Value$86.0K (-$20.1K)
Filed 2026-10-20
Private Wealth Management Group, LLC
INCREASED
Shares307 from 287
Change+20 (+7%)
Value$85.9K (+$468)
Filed 2026-10-19
Canton Hathaway, LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$84.3K (-$5.4K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares299 from 216
Change+83 (+38%)
Value$83.7K (+$19.4K)
Filed 2026-10-07
Catalyst Capital Advisors LLC
INCREASED
Shares299 from 271
Change+28 (+10%)
Value$83.7K (+$3.0K)
Filed 2026-11-02
Horrell Capital Management, Inc.
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$83.2K (-$5.3K)
Filed 2026-10-08
James T. Borello RIA
INCREASED
Shares296 from 295
Change+1 (+0%)
Value$82.9K (-$5.0K)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$82.6K (-$5.3K)
Filed 2026-10-09
Roxbury Financial LLC
INCREASED
Shares291 from 290
Change+1 (+0%)
Value$81.5K (-$5.0K)
Filed 2026-10-01
Nova Financial LLC
NEW
Shares290
Change+290
Value$81.1K
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares283
Change+283
Value$79.3K
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$78.3K (-$5.0K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
NEW
Shares274
Change+274
Value$76.8K
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares272 from 23
Change+249 (+1083%)
Value$75.9K (+$69.1K)
Filed 2026-10-16
N.E.W. Advisory Services LLC
INCREASED
Shares268 from 241
Change+27 (+11%)
Value$75.1K (+$3.2K)
Filed 2026-11-09
Markowski Investments
INCREASED
Shares258 from 190
Change+68 (+36%)
Value$72.1K (+$15.5K)
Filed 2026-10-30
Birchbrook, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$70.0K (-$4.5K)
Filed 2026-10-14
Citizens National Bank Trust Department
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$69.7K (-$4.5K)
Filed 2026-11-04
Bayforest Capital Ltd
DECREASED
Shares243 from 473
Change-230 (-49%)
Value$68.1K (-$72.9K)
Filed 2026-11-03
West Branch Capital LLC
DECREASED
Shares236 from 414
Change-178 (-43%)
Value$66.1K (-$57.3K)
Filed 2026-10-20
Compass Financial Management LLC
DECREASED
Shares228 from 243
Change-15 (-6%)
Value$63.9K (-$7.1K)
Filed 2026-10-30
PMV Capital Advisers, LLC
DECREASED
Shares225 from 227
Change-2 (-1%)
Value$63.0K (-$4.6K)
Filed 2026-11-09
WealthCare Investment Partners, LLC
DECREASED
Shares223 from 826
Change-603 (-73%)
Value$232.4K (-$13.7K)
Filed 2026-11-05
Towne Trust Company, N.a
DECREASED
Shares218 from 230
Change-12 (-5%)
Value$61.1K (-$7.5K)
Filed 2026-10-28
Luken Investment Analytics, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$61.1K (-$3.9K)
Filed 2026-11-06
MB, Levis & Associates, LLC
INCREASED
Shares217 from 216
Change+1 (+0%)
Value$60.9K (-$3.6K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$60.5K (-$3.9K)
Filed 2026-10-28
Next Level Wealth Planning, LLC
NEW
Shares210
Change+210
Value$58.8K
Filed 2026-10-29
Rakuten Securities, Inc.
DECREASED
Shares208 from 245
Change-37 (-15%)
Value$58.3K (-$14.8K)
Filed 2026-11-02
Sankala Group LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$58.0K (+$2.3K)
Filed 2026-11-09
Roble, Belko & Company, Inc
INCREASED
Shares204 from 200
Change+4 (+2%)
Value$57 (-$59.9K)
Filed 2026-11-09
Peoples Financial Services Corp.
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$56.6K (-$3.6K)
Filed 2026-10-20
Adirondack Trust Co
DECREASED
Shares195 from 215
Change-20 (-9%)
Value$54.6K (-$9.5K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$54.6K (-$3.5K)
Filed 2026-11-02
PlanVest Financial, Inc
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$54.5K (-$3.4K)
Filed 2026-11-09
AXS Investments LLC
DECREASED
Shares169 from 201
Change-32 (-16%)
Value$47.3K (-$12.6K)
Filed 2026-11-04
Main Street Group, LTD
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$46.9K (-$2.8K)
Filed 2026-10-28
Aspect Partners, LLC
DECREASED
Shares158 from 160
Change-2 (-1%)
Value$44.3K (-$3.4K)
Filed 2026-10-20
Bfsg, LLC
INCREASED
Shares154 from 82
Change+72 (+88%)
Value$43.1K (+$18.7K)
Filed 2026-10-30
Tower Trust & Investment Co
INCREASED
Shares153 from 3
Change+150 (+5000%)
Value$42.9K (+$42.0K)
Filed 2026-10-28
Planning Strategies Inc.
INCREASED
Shares151 from 147
Change+4 (+3%)
Value$42.3K (-$1.5K)
Filed 2026-10-02
Bare Financial Services, Inc
DECREASED
Shares150 from 156
Change-6 (-4%)
Value$42.0K (-$4.5K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$42.0K (-$2.7K)
Filed 2026-10-28
Northstar Asset Management Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$42.7K (+$761)
Filed 2026-10-22
Gen-Wealth Partners Inc
DECREASED
Shares149 from 162
Change-13 (-8%)
Value$41.7K (-$6.6K)
Filed 2026-11-04
Dogwood Wealth Management LLC
DECREASED
Shares145 from 175
Change-30 (-17%)
Value$40.6K (-$11.5K)
Filed 2026-11-09
High Point Wealth Management, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$40.7K (-$2.4K)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$40.6K (-$2.6K)
Filed 2026-10-26
TFC Financial Management, Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$39.8K (-$2.6K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares139 from 87
Change+52 (+60%)
Value$39.0K (+$13.2K)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
NEW
Shares129
Change+129
Value$36.1K
Filed 2026-10-22
Addison Advisors LLC
INCREASED
Shares129 from 128
Change+1 (+1%)
Value$36.1K (-$2.0K)
Filed 2026-11-06
Lummis Asset Management, LP
DECREASED
Shares127 from 128
Change-1 (-1%)
Value$35.6K (-$2.6K)
Filed 2026-11-09
Cedar Mountain Advisors, LLC
DECREASED
Shares124 from 160
Change-36 (-22%)
Value$34.7K (-$13.0K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$34.5K (-$2.2K)
Filed 2026-10-16
American Capital Advisory, LLC
INCREASED
Shares122 from 119
Change+3 (+3%)
Value$34.2K (-$1.3K)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares120 from 104
Change+16 (+15%)
Value$33.6K (+$2.6K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares117 from 18
Change+99 (+550%)
Value$32.8K (+$27.4K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
NEW
Shares115
Change+115
Value$32.2K
Filed 2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$31.6K (-$2.0K)
Filed 2026-10-23
Transce3nd, LLC
INCREASED
Shares112 from 104
Change+8 (+8%)
Value$31.9K (-$511)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$31.4K (-$2.0K)
Filed 2026-10-08
DecisionPoint Financial, LLC
INCREASED
Shares111 from 94
Change+17 (+18%)
Value$31.2K (+$3.2K)
Filed 2026-10-27
Marquette Asset Management, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$31.1K (-$2.0K)
Filed 2026-10-09
Darwin Wealth Management, LLC
INCREASED
Shares109 from 20
Change+89 (+445%)
Value$30.6K (+$24.3K)
Filed 2026-11-09
Creative Capital Management Investments LLC
INCREASED
Shares107 from 40
Change+67 (+168%)
Value$30.0K (+$18.0K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$29.7K (-$1.9K)
Filed 2026-11-03
Tidemark, LLC
INCREASED
Shares104 from 90
Change+14 (+16%)
Value$29.1K (+$2.3K)
Filed 2026-11-09
Putney Financial Group LLC
NEW
Shares100
Change+100
Value$28.0K
Filed 2026-10-30
Southern Michigan Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$28.0K (-$1.8K)
Filed 2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares97 from 52
Change+45 (+87%)
Value$27.2K (+$11.7K)
Filed 2026-10-21
Maseco LLP
INCREASED
Shares94 from 75
Change+19 (+25%)
Value$26.3K (+$4.0K)
Filed 2026-10-27
GGM Financial LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$26.3K (-$1.6K)
Filed 2026-11-05
Essential Investment Partners LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$25.2K (-$1.6K)
Filed 2026-10-27
Noble Wealth Management PBC
DECREASED
Shares89 from 94
Change-5 (-5%)
Value$24.9K (-$3.1K)
Filed 2026-10-01
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$24 (-$26.0K)
Filed 2026-10-14
Torren Management, LLC
DECREASED
Shares83 from 94
Change-11 (-12%)
Value$23.3K (-$4.7K)
Filed 2026-10-29
Key Capital Management, Inc
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$23.2K (-$1.5K)
Filed 2026-11-03
IAG Wealth Partners, LLC
INCREASED
Shares81 from 75
Change+6 (+8%)
Value$22.7K (+$333)
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares79 from 40
Change+39 (+98%)
Value$22.1K (+$10.2K)
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares79 from 80
Change-1 (-1%)
Value$22.1K (-$1.7K)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$22.1K (-$1.4K)
Filed 2026-10-28
Gleason Group, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$21.6K (-$1.4K)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares72
Change+72
Value$20.1K
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares72 from 577
Change-505 (-88%)
Value$20.2K (-$151.7K)
Filed 2026-11-04
Highland Investment Advisors LLC
INCREASED
Shares72 from 70
Change+2 (+3%)
Value$20.1K (-$890)
Filed 2026-11-09
Downshift Financial, LLC
INCREASED
Shares72 from 71
Change+1 (+1%)
Value$20.2K (-$997)
Filed 2026-10-13
Global Trust Asset Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$18.8K (-$1.2K)
Filed 2026-10-19
Sunrise Financial Services, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$18.2K (-$1.2K)
Filed 2026-10-21
First Community Trust NA
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$17.6K (-$1.1K)
Filed 2026-10-07
Activest Wealth Management
DECREASED
Shares61 from 83
Change-22 (-27%)
Value$17.1K (-$7.7K)
Filed 2026-10-15
Hager Investment Management Services, LLC
INCREASED
Shares61 from 50
Change+11 (+22%)
Value$17.1K (+$2.2K)
Filed 2026-11-04
Retirement Wealth Solutions LLC
INCREASED
Shares60 from 14
Change+46 (+329%)
Value$16.8K (+$12.6K)
Filed 2026-10-07
Buck Wealth Strategies, LLC
INCREASED
Shares60 from 49
Change+11 (+22%)
Value$16.8K (+$2.2K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$16.7K (-$1.1K)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares59
Change+59
Value$17
Filed 2026-10-02
Lloyd Advisory Services, Llc.
INCREASED
Shares59 from 57
Change+2 (+4%)
Value$16.7K (-$398)
Filed 2026-11-02
Clark Wealth Partners
INCREASED
Shares55 from 48
Change+7 (+15%)
Value$15.4K (+$1.1K)
Filed 2026-10-19
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$15.4K (-$989)
Filed 2026-11-09
Mascoma Wealth Management LLC
DECREASED
Shares52 from 53
Change-1 (-2%)
Value$14.6K (-$1.2K)
Filed 2026-10-23
Aventus Investment Advisors, Inc.
INCREASED
Shares51 from 40
Change+11 (+28%)
Value$14.3K (+$2.4K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14.0K (-$899)
Filed 2026-11-02
IFS Advisors, LLC
NEW
Shares49
Change+49
Value$13.8K
Filed 2026-10-14
Morton Brown Family Wealth, LLC
INCREASED
Shares48 from 15
Change+33 (+220%)
Value$13.4K (+$9.0K)
Filed 2026-10-23
10Elms LLP
NEW
Shares47
Change+47
Value$13.2K
Filed 2026-11-06
Ameliora Wealth Management Ltd.
NEW
Shares45
Change+45
Value$12.6K
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares45 from 53
Change-8 (-15%)
Value$12.6K (-$3.3K)
Filed 2026-11-05
Fairway Wealth LLC
NEW
Shares41
Change+41
Value$11.5K
Filed 2026-10-30
Align Financial, LLC
INCREASED
Shares41 from 30
Change+11 (+37%)
Value$11.5K (+$2.5K)
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$11.5K (-$738)
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$11.5K (-$737)
Filed 2026-11-04
Phillip James Consulting Co.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$10.9K (-$701)
Filed 2026-11-03
Davis Capital Management
INCREASED
Shares38 from 27
Change+11 (+41%)
Value$10.6K (+$2.6K)
Filed 2026-10-08
Financial Perspectives, Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$10.4K (-$666)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$10.1K (-$647)
Filed 2026-10-07
KFG LLC
NEW
Shares34
Change+34
Value$9.5K
Filed 2026-11-02
First Premier Bank
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$10 ($0)
Filed 2026-10-13
Team Financial Group, LLC
NEW
Shares32
Change+32
Value$9.0K
Filed 2026-10-30
Yankcom Partnership
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$9.0K (-$575)
Filed 2026-10-15
RHL Group, LLC
DECREASED
Shares30 from 34
Change-4 (-12%)
Value$8.5K (-$1.7K)
Filed 2026-11-04
Richardson Financial Services Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.4K (-$539)
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
INCREASED
Shares28 from 18
Change+10 (+56%)
Value$7.8K (+$2.5K)
Filed 2026-11-02
Horizon Financial Services, LLC
NEW
Shares27
Change+27
Value$7.6K
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$12.0K (-$773)
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.0K (-$449)
Filed 2026-10-26
Friedenthal Financial
NEW
Shares24
Change+24
Value$6.7K
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$6.5K (-$387)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares21
Change+21
Value$5.9K
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares20
Change+20
Value$5.6K
Filed 2026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.3K (+$2.0K)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares18
Change+18
Value$5.0K
Filed 2026-10-05
Monetary Solutions, Ltd
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$5.0K (-$25)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$5.0K (-$323)
Filed 2026-10-23
One River Asset Management, LLC
NEW
Shares15
Change+15
Value$4.2K
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares15 from 115
Change-100 (-87%)
Value$4 (-$34.0K)
Filed 2026-10-23
William B. Walkup & Associates, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.2K (-$270)
Filed 2026-11-05
PayPay Securities Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.2K (-$270)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
NEW
Shares14
Change+14
Value$3.9K
Filed 2026-10-15
Newton One Investments LLC
NEW
Shares14
Change+14
Value$3.9K
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares14
Change+14
Value$3.9K
Filed 2026-10-14
Birchwood Financial Partners, Inc.
NEW
Shares12
Change+12
Value$3.4K
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
NEW
Shares11
Change+11
Value$3.1K
Filed 2026-10-30
Montgomery Financial Services LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.1K (-$198)
Filed 2026-11-03
Navigoe, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
McCarley & Cook Financial Planners
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.5K (-$162)
Filed 2026-10-21
Mechanics Financial Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.0K (-$125)
Filed 2026-11-05
Barrett & Company, Inc.
DECREASED
Shares6 from 63
Change-57 (-90%)
Value$1.7K (-$17.2K)
Filed 2026-10-22
Nvest Wealth Strategies, Inc.
DECREASED
Shares4 from 55
Change-51 (-93%)
Value$1.1K (-$15.3K)
Filed 2026-10-14
CNB Bank
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.1K (-$72)
Filed 2026-11-09
Networth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.1K (-$66)
Filed 2026-11-03
Morse Asset Management, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.1K (-$72)
Filed 2026-11-09
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$561 (-$36)
Filed 2026-10-15
BSN Capital Partners Ltd
CLOSED
Shares0 from 80,000
Change-80,000 (-100%)
Value$0 (-$24.2M)
Filed 2026-10-23
Imc-Chicago, LLC
CLOSED
Shares0 from 32,581
Change-32,581 (-100%)
Value$0 (-$9.7M)
Filed 2026-11-05
Oak Thistle LLC
CLOSED
Shares0 from 25,357
Change-25,357 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-21
Advisors Preferred, LLC
CLOSED
Shares0 from 15,487
Change-15,487 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-09
Western Financial Corp
CLOSED
Shares0 from 15,056
Change-15,056 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-14
Patton Fund Management, Inc.
CLOSED
Shares0 from 14,486
Change-14,486 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 10,164
Change-10,164 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-16
Retireful, LLC
CLOSED
Shares0 from 5,083
Change-5,083 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-09
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 4,682
Change-4,682 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,451
Change-4,451 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Leonteq Securities AG
CLOSED
Shares0 from 4,277
Change-4,277 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Herald Investment Management Ltd
CLOSED
Shares0 from 4,100
Change-4,100 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-05
Decatur Capital Management, Inc.
CLOSED
Shares0 from 3,437
Change-3,437 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-09
Absolute Capital Management, LLC
CLOSED
Shares0 from 3,003
Change-3,003 (-100%)
Value$0 (-$895.1K)
Filed 2026-10-16
Three Seasons Wealth, LLC
CLOSED
Shares0 from 2,968
Change-2,968 (-100%)
Value$0 (-$884.7K)
Filed 2026-11-03
Sustainable Insight Capital Management, LLC
CLOSED
Shares0 from 2,956
Change-2,956 (-100%)
Value$0 (-$881.1K)
Filed 2026-11-06
Iams Wealth Management, LLC
CLOSED
Shares0 from 2,741
Change-2,741 (-100%)
Value$0 (-$817.0K)
Filed 2026-10-15
Lecap Asset Management LTD
CLOSED
Shares0 from 2,485
Change-2,485 (-100%)
Value$0 (-$740.7K)
Filed 2026-10-27
Braeburn Wealth Management LLC
CLOSED
Shares0 from 2,419
Change-2,419 (-100%)
Value$0 (-$721.0K)
Filed 2026-10-15
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$655.8K)
Filed 2026-10-23
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,915
Change-1,915 (-100%)
Value$0 (-$570.8K)
Filed 2026-11-03
TritonPoint Partners, LLC
CLOSED
Shares0 from 1,561
Change-1,561 (-100%)
Value$0 (-$465.3K)
Filed 2026-11-05
Nixon Peabody Trust Co
CLOSED
Shares0 from 1,386
Change-1,386 (-100%)
Value$0 (-$413.1K)
Filed 2026-10-23
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 1,341
Change-1,341 (-100%)
Value$0 (-$399.7K)
Filed 2026-11-03
Jmac Enterprises LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$357.7K)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$313.0K)
Filed 2026-11-03
Legal Advantage Investments, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$298.1K)
Filed 2026-10-13
Code Waechter LLC
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$292.1K)
Filed 2026-10-23
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$286.1K)
Filed 2026-10-13
Vicus Capital
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$285.3K)
Filed 2026-11-05
Sigma Investment Counselors Inc
CLOSED
Shares0 from 931
Change-931 (-100%)
Value$0 (-$277.5K)
Filed 2026-10-27
Blake Schutter Theil Wealth Advisors, LLC
CLOSED
Shares0 from 926
Change-926 (-100%)
Value$0 (-$276.0K)
Filed 2026-11-02
Alpha Zero LLC
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$261.2K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 881
Change-881 (-100%)
Value$0 (-$262.5K)
Filed 2026-11-03
Quilter Plc
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$259.3K)
Filed 2026-10-21
Nelson Capital Management, LLC
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$243.8K)
Filed 2026-11-09
Saxon Interests, Inc.
CLOSED
Shares0 from 807
Change-807 (-100%)
Value$0 (-$240.5K)
Filed 2026-10-26
Sound Portfolio Advisors, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$238.5K)
Filed 2026-11-05
Semanteon Capital Management, LP
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$232.5K)
Filed 2026-11-09
Atwater Malick LLC
CLOSED
Shares0 from 778
Change-778 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-15
eCIO, Inc.
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$231.3K)
Filed 2026-11-02
Master's Wealth Management Inc.
CLOSED
Shares0 from 747
Change-747 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-22
Clear Wave Wealth Management LLC
CLOSED
Shares0 from 739
Change-739 (-100%)
Value$0 (-$220.3K)
Filed 2026-11-04
Wealth Management Partners, LLC
CLOSED
Shares0 from 738
Change-738 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-21
Burns J W & Co Inc
CLOSED
Shares0 from 714
Change-714 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-20
Citizens & Northern Corp
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$212.5K)
Filed 2026-11-06
Willner & Heller, LLC
CLOSED
Shares0 from 709
Change-709 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-28
Wiser Wealth Management, Inc
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-14
Carson Advisory Inc.
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-06
Cane Capital Partners, LLC
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-23
StoryOne LLC
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-13
Mcrae Capital Management Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-15
Washington Trust Bank
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$207.2K)
Filed 2026-11-03
AWM Capital, LLC
CLOSED
Shares0 from 692
Change-692 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-16
Westbourne Investment Advisors, Inc.
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$205.8K)
Filed 2026-11-02
Fairfield Financial Advisors, LTD
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-14
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$161.0K)
Filed 2026-11-03
Cetera Trust Company, N.a
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$134.1K)
Filed 2026-11-09
Midway Capital Research & Management
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$121.6K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$118.6K)
Filed 2026-10-16
Solstein Capital, LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$53.1K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$49.5K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$42.0K)
Filed 2026-10-23
Wellington Grp LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$23.2K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$17.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-13
Decker Retirement Planning Inc.
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-19
Islay Capital Management, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-20
Peterson Wealth Services
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-22
Whipplewood Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-20
Robinswood Financial LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-20
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$895)
Filed 2026-10-21
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Hurley Capital, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$298)
Filed 2026-11-05
Merrithew & Thorsten Inc
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Prudent Man Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$335.8K (-$21.6K)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.0M (+$248.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 82,555,483
Change-82,555,483 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 59,441,598
Change-59,441,598 (-100%)
Value—
State Street Corp
N/A
Shares— from 44,453,341
Change-44,453,341 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 37,777,410
Change-37,777,410 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,449,245
Change-32,449,245 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 29,529,799
Change-29,529,799 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 21,171,749
Change-21,171,749 (-100%)
Value—
Norges Bank
N/A
Shares— from 13,220,004
Change-13,220,004 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 13,121,140
Change-13,121,140 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,031,975
Change-13,031,975 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,416,018
Change-12,416,018 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 12,149,167
Change-12,149,167 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,988,358
Change-9,988,358 (-100%)
Value—
FIL Ltd
N/A
Shares— from 9,529,190
Change-9,529,190 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,391,487
Change-9,391,487 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 9,202,863
Change-9,202,863 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,825,046
Change-8,825,046 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 8,781,234
Change-8,781,234 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 8,514,989
Change-8,514,989 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,514,305
Change-7,514,305 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,159,508
Change-7,159,508 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,435,660
Change-6,435,660 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,127,447
Change-6,127,447 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 5,652,557
Change-5,652,557 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 5,229,687
Change-5,229,687 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,875,068
Change-4,875,068 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 4,674,406
Change-4,674,406 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,646,473
Change-4,646,473 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 4,402,785
Change-4,402,785 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,227,375
Change-4,227,375 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,210,608
Change-4,210,608 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,577,624
Change-3,577,624 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 3,136,901
Change-3,136,901 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,038,283
Change-3,038,283 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,921,621
Change-2,921,621 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,817,979
Change-2,817,979 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 2,761,559
Change-2,761,559 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,685,415
Change-2,685,415 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,659,759
Change-2,659,759 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,567,900
Change-2,567,900 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,536,988
Change-2,536,988 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,480,470
Change-2,480,470 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 2,437,486
Change-2,437,486 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,404,732
Change-2,404,732 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,392,518
Change-2,392,518 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,120,680
Change-2,120,680 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,055,598
Change-2,055,598 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,050,505
Change-2,050,505 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,006,127
Change-2,006,127 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,972,369
Change-1,972,369 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,819,316
Change-1,819,316 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,806,053
Change-1,806,053 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 1,799,182
Change-1,799,182 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,775,520
Change-1,775,520 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,702,557
Change-1,702,557 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,688,867
Change-1,688,867 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,643,360
Change-1,643,360 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,629,618
Change-1,629,618 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,626,957
Change-1,626,957 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,620,244
Change-1,620,244 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,602,959
Change-1,602,959 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,591,542
Change-1,591,542 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,549,011
Change-1,549,011 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,539,539
Change-1,539,539 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,506,041
Change-1,506,041 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,494,686
Change-1,494,686 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,418,674
Change-1,418,674 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,402,334
Change-1,402,334 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,402,100
Change-1,402,100 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,383,273
Change-1,383,273 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,377,090
Change-1,377,090 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,371,840
Change-1,371,840 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,336,647
Change-1,336,647 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,158,186
Change-1,158,186 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,113,857
Change-1,113,857 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,108,966
Change-1,108,966 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,089,192
Change-1,089,192 (-100%)
Value—
Longview Partners (Guernsey) LTD
N/A
Shares— from 1,081,243
Change-1,081,243 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,059,528
Change-1,059,528 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,050,677
Change-1,050,677 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,032,082
Change-1,032,082 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 983,489
Change-983,489 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 926,855
Change-926,855 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 924,518
Change-924,518 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 831,394
Change-831,394 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 805,391
Change-805,391 (-100%)
Value—
Aviva PLC
N/A
Shares— from 801,713
Change-801,713 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 795,137
Change-795,137 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 773,327
Change-773,327 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 771,692
Change-771,692 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 771,538
Change-771,538 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 767,401
Change-767,401 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 763,670
Change-763,670 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 761,113
Change-761,113 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 760,371
Change-760,371 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 759,134
Change-759,134 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 748,146
Change-748,146 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 743,529
Change-743,529 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 723,682
Change-723,682 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 721,644
Change-721,644 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 719,088
Change-719,088 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 711,366
Change-711,366 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 700,914
Change-700,914 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 685,377
Change-685,377 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 685,165
Change-685,165 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 650,733
Change-650,733 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 650,617
Change-650,617 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 649,431
Change-649,431 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 640,501
Change-640,501 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 634,720
Change-634,720 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 631,666
Change-631,666 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 627,131
Change-627,131 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 620,361
Change-620,361 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 616,404
Change-616,404 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 592,353
Change-592,353 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 586,335
Change-586,335 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 582,000
Change-582,000 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 581,891
Change-581,891 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 575,695
Change-575,695 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 559,517
Change-559,517 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 548,849
Change-548,849 (-100%)
Value—
ING Groep NV
N/A
Shares— from 545,715
Change-545,715 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 543,239
Change-543,239 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 518,704
Change-518,704 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 504,890
Change-504,890 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 501,051
Change-501,051 (-100%)
Value—
Slate Path Capital LP
N/A
Shares— from 495,521
Change-495,521 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 495,364
Change-495,364 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 493,237
Change-493,237 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 488,795
Change-488,795 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 485,664
Change-485,664 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 466,529
Change-466,529 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 450,499
Change-450,499 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 443,699
Change-443,699 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 441,641
Change-441,641 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 439,681
Change-439,681 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 429,200
Change-429,200 (-100%)
Value—
Camrose Capital Investment Partners LLP
N/A
Shares— from 414,926
Change-414,926 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 408,985
Change-408,985 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 405,474
Change-405,474 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 382,884
Change-382,884 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 376,664
Change-376,664 (-100%)
Value—
Man Group plc
N/A
Shares— from 360,694
Change-360,694 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 358,597
Change-358,597 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 357,176
Change-357,176 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 356,367
Change-356,367 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 346,217
Change-346,217 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 336,411
Change-336,411 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 332,676
Change-332,676 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 332,170
Change-332,170 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 327,748
Change-327,748 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 321,036
Change-321,036 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 311,936
Change-311,936 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 310,864
Change-310,864 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 296,126
Change-296,126 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 295,905
Change-295,905 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 295,000
Change-295,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 294,181
Change-294,181 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 280,531
Change-280,531 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 279,264
Change-279,264 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 275,171
Change-275,171 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 275,126
Change-275,126 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 274,210
Change-274,210 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 273,659
Change-273,659 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 262,600
Change-262,600 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 258,982
Change-258,982 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 258,730
Change-258,730 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 257,763
Change-257,763 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 254,168
Change-254,168 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 252,464
Change-252,464 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 248,553
Change-248,553 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 244,334
Change-244,334 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 243,916
Change-243,916 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 243,707
Change-243,707 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 241,999
Change-241,999 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 239,821
Change-239,821 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 237,829
Change-237,829 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 236,794
Change-236,794 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 236,140
Change-236,140 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 234,836
Change-234,836 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 227,075
Change-227,075 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 226,734
Change-226,734 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 225,549
Change-225,549 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 224,860
Change-224,860 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 217,453
Change-217,453 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 216,800
Change-216,800 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 214,360
Change-214,360 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 210,000
Change-210,000 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 209,552
Change-209,552 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 206,386
Change-206,386 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 204,998
Change-204,998 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 203,746
Change-203,746 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 197,380
Change-197,380 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 197,114
Change-197,114 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 196,538
Change-196,538 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 190,966
Change-190,966 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 190,378
Change-190,378 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 186,361
Change-186,361 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 186,173
Change-186,173 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 182,371
Change-182,371 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 178,646
Change-178,646 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 176,330
Change-176,330 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 176,208
Change-176,208 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 172,266
Change-172,266 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 171,972
Change-171,972 (-100%)
Value—
Hudson Way Capital Management LLC
N/A
Shares— from 170,203
Change-170,203 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 170,099
Change-170,099 (-100%)
Value—
Blair William & Co
N/A
Shares— from 169,805
Change-169,805 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 168,848
Change-168,848 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 168,298
Change-168,298 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 166,496
Change-166,496 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 163,567
Change-163,567 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 162,712
Change-162,712 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 155,760
Change-155,760 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 150,741
Change-150,741 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 150,689
Change-150,689 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 150,372
Change-150,372 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 149,401
Change-149,401 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 148,217
Change-148,217 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 148,050
Change-148,050 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 146,450
Change-146,450 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 144,337
Change-144,337 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 142,324
Change-142,324 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 141,319
Change-141,319 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 138,069
Change-138,069 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 136,436
Change-136,436 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 135,783
Change-135,783 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 134,686
Change-134,686 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 133,333
Change-133,333 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 132,829
Change-132,829 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 130,552
Change-130,552 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 126,767
Change-126,767 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 126,740
Change-126,740 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 125,197
Change-125,197 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 124,437
Change-124,437 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 121,817
Change-121,817 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 121,529
Change-121,529 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 121,345
Change-121,345 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 120,437
Change-120,437 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 117,347
Change-117,347 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 116,791
Change-116,791 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 116,489
Change-116,489 (-100%)
Value—
Ossiam
N/A
Shares— from 116,422
Change-116,422 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 115,087
Change-115,087 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 113,810
Change-113,810 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 111,764
Change-111,764 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 111,114
Change-111,114 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 110,467
Change-110,467 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 107,325
Change-107,325 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 106,151
Change-106,151 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 105,598
Change-105,598 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 103,289
Change-103,289 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 99,449
Change-99,449 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 99,165
Change-99,165 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 98,670
Change-98,670 (-100%)
Value—
Prudential PLC
N/A
Shares— from 97,190
Change-97,190 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 96,624
Change-96,624 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 95,458
Change-95,458 (-100%)
Value—
Summitry LLC
N/A
Shares— from 95,045
Change-95,045 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 94,394
Change-94,394 (-100%)
Value—
Allstate Corp
N/A
Shares— from 93,844
Change-93,844 (-100%)
Value—
Lansdowne Partners (UK) LLP
N/A
Shares— from 92,578
Change-92,578 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 90,601
Change-90,601 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 90,166
Change-90,166 (-100%)
Value—
&partners
N/A
Shares— from 88,758
Change-88,758 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 87,534
Change-87,534 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 83,129
Change-83,129 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 82,234
Change-82,234 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 81,687
Change-81,687 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 81,096
Change-81,096 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 80,176
Change-80,176 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 79,306
Change-79,306 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 77,900
Change-77,900 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 75,114
Change-75,114 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 73,169
Change-73,169 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 72,905
Change-72,905 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 72,675
Change-72,675 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 72,084
Change-72,084 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 72,080
Change-72,080 (-100%)
Value—
Night Squared LP
N/A
Shares— from 71,943
Change-71,943 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 67,080
Change-67,080 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 66,559
Change-66,559 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 65,924
Change-65,924 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 65,287
Change-65,287 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 63,733
Change-63,733 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 62,940
Change-62,940 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 62,253
Change-62,253 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 61,672
Change-61,672 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 61,388
Change-61,388 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 60,527
Change-60,527 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 60,178
Change-60,178 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 60,058
Change-60,058 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 59,413
Change-59,413 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 58,643
Change-58,643 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 57,997
Change-57,997 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 57,763
Change-57,763 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 57,529
Change-57,529 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 57,441
Change-57,441 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 57,376
Change-57,376 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 56,425
Change-56,425 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 55,345
Change-55,345 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 55,092
Change-55,092 (-100%)
Value—
3G Capital Partners LP
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 54,984
Change-54,984 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 54,601
Change-54,601 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 54,506
Change-54,506 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 54,259
Change-54,259 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,124
Change-54,124 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 54,051
Change-54,051 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 53,047
Change-53,047 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 52,499
Change-52,499 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 52,464
Change-52,464 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 52,414
Change-52,414 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 52,384
Change-52,384 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 52,166
Change-52,166 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 50,907
Change-50,907 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 50,809
Change-50,809 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 50,400
Change-50,400 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 50,179
Change-50,179 (-100%)
Value—
United Bank
N/A
Shares— from 49,987
Change-49,987 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 49,751
Change-49,751 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 48,607
Change-48,607 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 48,528
Change-48,528 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 48,356
Change-48,356 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 48,053
Change-48,053 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 47,327
Change-47,327 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 47,311
Change-47,311 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 47,231
Change-47,231 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 46,925
Change-46,925 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 46,670
Change-46,670 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 46,260
Change-46,260 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 44,620
Change-44,620 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 44,289
Change-44,289 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 44,222
Change-44,222 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 43,848
Change-43,848 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 43,493
Change-43,493 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 43,173
Change-43,173 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 42,457
Change-42,457 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 41,326
Change-41,326 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 40,926
Change-40,926 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 40,921
Change-40,921 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 40,674
Change-40,674 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 39,592
Change-39,592 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 39,371
Change-39,371 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 39,028
Change-39,028 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 38,967
Change-38,967 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 38,107
Change-38,107 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 38,070
Change-38,070 (-100%)
Value—
EFG International AG
N/A
Shares— from 37,522
Change-37,522 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 37,238
Change-37,238 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 37,224
Change-37,224 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 36,997
Change-36,997 (-100%)
Value—
Calydon Capital
N/A
Shares— from 36,655
Change-36,655 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 36,177
Change-36,177 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,126
Change-36,126 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 35,965
Change-35,965 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 35,449
Change-35,449 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 35,330
Change-35,330 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 35,286
Change-35,286 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 34,527
Change-34,527 (-100%)
Value—
Brilliance Asset Management LTD
N/A
Shares— from 34,511
Change-34,511 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 33,980
Change-33,980 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 32,924
Change-32,924 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 32,920
Change-32,920 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 32,314
Change-32,314 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 32,170
Change-32,170 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 32,084
Change-32,084 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 31,631
Change-31,631 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 31,603
Change-31,603 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 31,515
Change-31,515 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 30,829
Change-30,829 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 30,665
Change-30,665 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 30,649
Change-30,649 (-100%)
Value—
Stephens Inc
N/A
Shares— from 30,043
Change-30,043 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 30,032
Change-30,032 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 29,851
Change-29,851 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 29,587
Change-29,587 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 29,557
Change-29,557 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 29,180
Change-29,180 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 28,990
Change-28,990 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 28,924
Change-28,924 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 28,587
Change-28,587 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 28,193
Change-28,193 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 27,927
Change-27,927 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 27,411
Change-27,411 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 27,339
Change-27,339 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,156
Change-27,156 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 27,114
Change-27,114 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 27,090
Change-27,090 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 26,992
Change-26,992 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 26,875
Change-26,875 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 26,794
Change-26,794 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 26,539
Change-26,539 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 26,156
Change-26,156 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 26,126
Change-26,126 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 25,705
Change-25,705 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 25,581
Change-25,581 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 25,450
Change-25,450 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 25,300
Change-25,300 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 25,284
Change-25,284 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 24,996
Change-24,996 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 24,724
Change-24,724 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,539
Change-24,539 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 24,451
Change-24,451 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 24,267
Change-24,267 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 24,144
Change-24,144 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 24,064
Change-24,064 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 23,954
Change-23,954 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 23,846
Change-23,846 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,836
Change-23,836 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 23,810
Change-23,810 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 23,081
Change-23,081 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 22,864
Change-22,864 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 22,608
Change-22,608 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 22,589
Change-22,589 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 22,558
Change-22,558 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 22,238
Change-22,238 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 21,869
Change-21,869 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 21,785
Change-21,785 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 21,742
Change-21,742 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,651
Change-21,651 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 21,641
Change-21,641 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 21,527
Change-21,527 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 21,117
Change-21,117 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 20,900
Change-20,900 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 20,842
Change-20,842 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 20,741
Change-20,741 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 20,599
Change-20,599 (-100%)
Value—
Dnca Finance
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 20,220
Change-20,220 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 20,154
Change-20,154 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 20,151
Change-20,151 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 20,051
Change-20,051 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 19,710
Change-19,710 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 19,537
Change-19,537 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 19,391
Change-19,391 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 19,246
Change-19,246 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 19,213
Change-19,213 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 18,960
Change-18,960 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 18,844
Change-18,844 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 18,577
Change-18,577 (-100%)
Value—
Simmons Bank
N/A
Shares— from 18,441
Change-18,441 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 18,395
Change-18,395 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 18,385
Change-18,385 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,263
Change-18,263 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 18,127
Change-18,127 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 18,003
Change-18,003 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 17,886
Change-17,886 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 17,765
Change-17,765 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,491
Change-17,491 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,377
Change-17,377 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 16,980
Change-16,980 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,934
Change-16,934 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,914
Change-16,914 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 16,829
Change-16,829 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 16,773
Change-16,773 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 16,764
Change-16,764 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 16,714
Change-16,714 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 16,697
Change-16,697 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 16,494
Change-16,494 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 16,493
Change-16,493 (-100%)
Value—
Allianz SE
N/A
Shares— from 16,371
Change-16,371 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,217
Change-16,217 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 16,204
Change-16,204 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 16,137
Change-16,137 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,963
Change-15,963 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,926
Change-15,926 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 15,787
Change-15,787 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 15,369
Change-15,369 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 15,287
Change-15,287 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15,095
Change-15,095 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 14,833
Change-14,833 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 14,811
Change-14,811 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 14,747
Change-14,747 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,698
Change-14,698 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,652
Change-14,652 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 14,412
Change-14,412 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 14,348
Change-14,348 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Dockside LLC
N/A
Shares— from 14,172
Change-14,172 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 13,965
Change-13,965 (-100%)
Value—
Bank OZK
N/A
Shares— from 13,885
Change-13,885 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 13,625
Change-13,625 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 13,494
Change-13,494 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 13,386
Change-13,386 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 13,146
Change-13,146 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 12,959
Change-12,959 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,573
Change-12,573 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 12,548
Change-12,548 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 12,195
Change-12,195 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11,542
Change-11,542 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 11,455
Change-11,455 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 11,388
Change-11,388 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,518
Change-10,518 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
KP Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,956
Change-9,956 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 9,788
Change-9,788 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,696
Change-9,696 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 9,431
Change-9,431 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,133
Change-9,133 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 9,055
Change-9,055 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 8,599
Change-8,599 (-100%)
Value—
American Trust
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 8,422
Change-8,422 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 7,841
Change-7,841 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,349
Change-7,349 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,169
Change-7,169 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 6,982
Change-6,982 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 6,643
Change-6,643 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 6,428
Change-6,428 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 6,219
Change-6,219 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,941
Change-5,941 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,047
Change-5,047 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,771
Change-4,771 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 4,558
Change-4,558 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
S&CO Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 976
Change-976 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 971
Change-971 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 937
Change-937 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 923
Change-923 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Quarry LP
N/A
Shares— from 914
Change-914 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 902
Change-902 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 895
Change-895 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 887
Change-887 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 886
Change-886 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 862
Change-862 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 853
Change-853 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 853
Change-853 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 825
Change-825 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Highbridge Capital Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 793
Change-793 (-100%)
Value—
Members Trust Co
N/A
Shares— from 791
Change-791 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 760
Change-760 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 759
Change-759 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 750
Change-750 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 744
Change-744 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 713
Change-713 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 710
Change-710 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 708
Change-708 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 704
Change-704 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 702
Change-702 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 700
Change-700 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 697
Change-697 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 687
Change-687 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 686
Change-686 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 678
Change-678 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 672
Change-672 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
S&T Bank
N/A
Shares— from 553
Change-553 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 535
Change-535 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 486
Change-486 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 472
Change-472 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 449
Change-449 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 399
Change-399 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 365
Change-365 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 348
Change-348 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 342
Change-342 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 276
Change-276 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
OV Management LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 262
Change-262 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 230
Change-230 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 180
Change-180 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 165
Change-165 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 83
Change-83 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 78
Change-78 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 74
Change-74 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
BNP Paribas
N/A
Shares— from 60
Change-60 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 57
Change-57 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 56
Change-56 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Bamco Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 40
Change-40 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 38
Change-38 (-100%)
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1 North Wealth Services LLC
N/A
Shares— from 35
Change-35 (-100%)
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Allied Private Wealth LLC
N/A
Shares— from 28
Change-28 (-100%)
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HFM Investment Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
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Atomic Invest LLC
N/A
Shares— from 23
Change-23 (-100%)
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Swan Capital LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 8
Change-8 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED24,531,73124,038,147+493,584+2%$7.1B$6.9B-$284.2M2026-11-06
Bank of New York Mellon Corp
INCREASED15,609,44615,059,099+550,347+4%$4.5B$4.4B-$116.6M2026-11-05
Amundi
INCREASED9,477,4048,534,724+942,680+11%$2.5B$2.7B+$110.6M2026-11-06
Mirabaud Asset Management Ltd
INCREASED6,799,0007,500+6,791,500+90553%$2.1M$1.9M-$225.9K2026-11-09
Barclays PLC
INCREASED4,999,5934,851,096+148,497+3%$1.4B$1.4B-$45.6M2026-11-06
Dimensional Fund Advisors LP
INCREASED4,472,8154,391,755+81,060+2%$1.3B$1.3B-$56.0M2026-11-04
Deutsche Bank Ag\
INCREASED4,319,8243,592,938+726,886+20%$1.1B$1.2B+$139.0M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,161,2854,044,637+116,648+3%$1.2B$1.2B-$40.1M2026-11-05
Assenagon Asset Management S.A.
INCREASED3,990,2922,280,953+1,709,339+75%$679.9M$1.1B+$437.8M2026-10-15
Citigroup Inc
DECREASED2,558,7823,182,354-623,572-20%$948.6M$716.7M-$231.9M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,136,1952,175,608-39,413-2%$648.5M$598.3M-$50.2M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED1,928,1111,088,670+839,441+77%$202.2K$543.2K+$341.0K2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED1,836,6111,474,933+361,678+25%$439.6M$514.4M+$74.8M2026-11-03
PNC Financial Services Group, Inc.
DECREASED1,642,0371,747,184-105,147-6%$520.8M$459.9M-$60.9M2026-11-06
Acadian Asset Management LLC
INCREASED1,505,4251,056,916+448,509+42%$315.0M$421.6K-$314.6M2026-11-09
Baillie Gifford & Co
DECREASED1,451,2881,546,937-95,649-6%$461.1M$406.5M-$54.6M2026-11-09
Alecta Tjanstepension Omsesidigt
DECREASED1,433,0001,704,000-271,000-16%$507.7M$401.2M-$106.4M2026-11-02
Bank of Montreal
DECREASED1,425,5471,608,752-183,205-11%$479.5M$399.3M-$80.2M2026-11-09
Russell Investments Group, Ltd.
INCREASED1,302,2621,006,124+296,138+29%$297.5M$365.0M+$67.5M2026-11-06
Indivisible Partners
INCREASED1,294,4321,291,269+3,163+0%$384.9M$362.6M-$22.3M2026-10-26
Rothschild & Co Wealth Management UK Ltd
DECREASED1,288,3131,288,362-490%$384.0M$360.8M-$23.2M2026-10-20
ProShare Advisors LLC
INCREASED1,180,7221,111,162+69,560+6%$331.2M$330.7M-$495.6K2026-10-29
Guinness Asset Management LTD
DECREASED1,059,4241,098,283-38,859-4%$326.1M$296.7M-$29.4M2026-11-05
MacKenzie Financial Corp
DECREASED1,030,4661,177,208-146,742-12%$350.9M$288.6M-$62.3M2026-11-02
LPL Financial LLC
INCREASED1,023,6521,021,194+2,458+0%$304.4M$286.7M-$17.7M2026-11-06
Principal Financial Group Inc
DECREASED1,019,7691,099,508-79,739-7%$327.7M$285.6M-$42.1M2026-11-02
Bahl & Gaynor LLC
INCREASED894,223867,874+26,349+3%$258.7M$250.5M-$8.2M2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED855,979646,368+209,611+32%$192.7M$239.8M+$47.1M2026-10-20
Fifth Third Bancorp
INCREASED850,511849,532+979+0%$253.2M$238.2M-$15.0M2026-11-05
Banque Pictet & CIE SA
DECREASED844,0121,513,465-669,453-44%$451.1M$236.4M-$214.7M2026-10-16
Local Pensions Partnership Investment Ltd
DECREASED833,384847,784-14,400-2%$252.6M$233.4M-$19.2M2026-10-26
Neos Investment Management LLC
INCREASED783,107693,419+89,688+13%$206.7M$219.3M+$12.7M2026-11-04
US Bancorp \de\
DECREASED724,783738,193-13,410-2%$220.0M$203.0M-$17.0M2026-11-05
Markel Group Inc.
UNCHANGED724,000724,00000%$215.8M$202.8M-$13.0M2026-10-30
New York State Teachers Retirement System
DECREASED670,205675,243-5,038-1%$201.3M$187.7K-$201.1M2026-10-22
Danske Bank A/S
DECREASED654,815909,035-254,220-28%$271.0M$183.4M-$87.5M2026-11-09
Bessemer Group Inc
INCREASED646,372645,980+392+0%$192.5M$181.0K-$192.4M2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED582,852584,338-1,4860%$174.2M$163.3M-$10.9M2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED578,019580,612-2,5930%$172.7M$162.1M-$10.7M2026-11-06
William Blair Investment Management, LLC
INCREASED527,520506,229+21,291+4%$150.9M$147.8M-$3.1M2026-11-06
Hamlin Capital Management, LLC
DECREASED500,329503,546-3,217-1%$150.1M$140.1M-$10.0M2026-10-08
Fort Washington Investment Advisors Inc
DECREASED493,241536,900-43,659-8%$160.0M$138.2M-$21.9M2026-10-15
James Hambro & Partners LLP
INCREASED490,504477,948+12,556+3%$142.4M$137.4M-$5.0M2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
INCREASED462,102429,562+32,540+8%$127.1M$129.6M+$2.5M2026-10-29
Bowen Hanes & Co Inc
DECREASED454,115459,387-5,272-1%$89.2M$127.2M+$38.0M2026-11-09
Retirement Systems of Alabama
INCREASED453,937340,996+112,941+33%$101.6M$127.1M+$25.5M2026-11-04
Pictet Asset Management Holding SA
DECREASED451,164622,119-170,955-27%$185.4M$126.4M-$59.1M2026-11-03
Mawer Investment Management Ltd.
DECREASED443,341447,181-3,840-1%$133.3M$124.2M-$9.1M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED432,308341,697+90,611+27%$102.4M$120.2M+$17.7M2026-10-13
Cardano Risk Management B.V.
INCREASED431,134337,713+93,421+28%$100.7K$120.8K+$20.1K2026-10-20
Handelsbanken Fonder AB
INCREASED429,525419,960+9,565+2%$125.2K$120.3K-$4.9K2026-11-09
Asset Management One Co., Ltd.
INCREASED429,202423,074+6,128+1%$126.1M$120.2M-$5.9M2026-10-27
CIBC Asset Management Inc
DECREASED428,835432,536-3,701-1%$128.9M$120.1M-$8.8M2026-11-05
Swedbank AB
DECREASED417,921426,544-8,623-2%$127.1M$117.1M-$10.1M2026-10-27
UniSuper Management Pty Ltd
DECREASED414,976421,657-6,681-2%$125.7M$116.2M-$9.5M2026-10-26
Daiwa Securities Group Inc.
INCREASED404,815361,836+42,979+12%$107.9M$113.4M+$5.5M2026-10-29
Schwartz Investment Counsel Inc
DECREASED404,650468,900-64,250-14%$139.8M$113.3M-$26.4M2026-10-26
Caledonia Investments PLC
UNCHANGED397,000397,00000%$118.3M$111.2M-$7.1M2026-10-13
Aegon Asset Management UK PLC
DECREASED394,667461,092-66,425-14%$137.4M$110.5M-$26.9M2026-11-04
J. Safra Sarasin Holding AG
INCREASED379,879369,538+10,341+3%$74.3M$76.7M+$2.5M2026-10-26
SEB Asset Management AB
INCREASED373,773342,760+31,013+9%$102.2M$104.7M+$2.5M2026-11-04
Creative Planning
INCREASED366,662305,817+60,845+20%$91.2M$102.7M+$11.5M2026-11-02
Swiss Life Asset Management Ltd
DECREASED358,300514,870-156,570-30%$153.5M$100.4M-$53.1M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED341,335353,731-12,396-3%$105.4M$95.6M-$9.8M2026-10-15
Congress Asset Management Co
INCREASED335,540265,222+70,318+27%$79.1M$94.0M+$14.9M2026-10-06
Squarepoint Ops LLC
INCREASED333,664319,213+14,451+5%$95.1M$93.5M-$1.7M2026-11-09
Regions Financial Corp
DECREASED330,110338,365-8,255-2%$100.9M$92.5M-$8.4M2026-11-05
Nisa Investment Advisors, LLC
DECREASED326,980338,686-11,706-3%$101.0M$91.6M-$9.4M2026-10-20
Canoe Financial LP
DECREASED321,950498,756-176,806-35%$148.7M$90.6M-$58.1M2026-10-21
Fiera Capital Corp
INCREASED316,870298,623+18,247+6%$89.0M$88.8M-$258.4K2026-11-06
Davenport & Co LLC
INCREASED301,720301,522+198+0%$89.9M$84.6M-$5.3M2026-10-14
BCV Asset Management Inc.
DECREASED300,125306,656-6,531-2%$87.7M$84.4M-$3.3M2026-11-06
Border to Coast Pensions Partnership Ltd
INCREASED297,658270,310+27,348+10%$80.5M$83.2K-$80.4M2026-10-09
Rakuten Investment Management, Inc.
INCREASED294,859263,737+31,122+12%$75.3M$83.1M+$7.8M2026-10-30
State of New Jersey Common Pension Fund D
DECREASED293,920294,391-4710%$87.7M$82.3M-$5.4M2026-11-05
Vontobel Holding Ltd.
INCREASED288,578243,475+45,103+19%$72.6M$80.8M+$8.3M2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED269,874265,274+4,600+2%$79.1M$75.6K-$79.0M2026-10-08
Mondrian Investment Partners LTD
DECREASED268,741515,330-246,589-48%$153.6M$75.3M-$78.3M2026-10-23
AIA Group Ltd
INCREASED267,691228,848+38,843+17%$68.2M$75.0M+$6.8M2026-10-30
Xponance LLC
INCREASED267,402257,606+9,796+4%$76.8M$74.9M-$1.9M2026-11-03
Nicholas Company, Inc.
DECREASED267,052267,187-1350%$79.6M$74.8M-$4.8M2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED266,088258,442+7,646+3%$77.1M$74.9M-$2.3M2026-11-04
KBC Group NV
INCREASED263,822251,880+11,942+5%$75.1M$73.9K-$75.0M2026-10-22
Czech National Bank
INCREASED262,398259,047+3,351+1%$77.2M$73.5M-$3.7M2026-10-13
Wedge Capital Management L L P
DECREASED257,987266,012-8,025-3%$79.3M$72.3M-$7.0M2026-10-13
Truist Financial Corp
DECREASED255,280263,338-8,058-3%$78.5M$71.5M-$7.0M2026-10-30
Arizona State Retirement System
INCREASED254,008252,636+1,372+1%$75.3M$71.1M-$4.2M2026-11-03
LBP AM SA
INCREASED253,14019,336+233,804+1209%$5.8M$70.9M+$65.1M2026-11-06
Welch Group, LLC
DECREASED252,500255,512-3,012-1%$76.2M$70.7M-$5.4M2026-10-29
Nykredit A/S
INCREASED252,132244,700+7,432+3%$72.9M$70.6M-$2.3M2026-11-06
OFI Invest Asset Management
DECREASED237,861499,791-261,930-52%$130.5M$58.7M-$71.8M2026-11-06
Thrivent Financial for Lutherans
INCREASED231,993212,069+19,924+9%$63.2M$65.0K-$63.1M2026-11-05
Allworth Financial LP
INCREASED231,883182,224+49,659+27%$54.3M$69.1M+$14.8M2026-11-06
Northside Capital Management, LLC
INCREASED230,700230,637+63+0%$68.7M$64.6M-$4.1M2026-10-13
Maple Capital Management, Inc.
DECREASED230,061236,393-6,332-3%$70.5M$64.4M-$6.0M2026-11-02
State of Michigan Retirement System
DECREASED229,461233,061-3,600-2%$69.5M$64.3M-$5.2M2026-10-27
Ninety One UK Ltd
DECREASED220,877392,347-171,470-44%$116.9M$61.9M-$55.1M2026-10-15
Lansforsakringar Fondforvaltning AB (publ)
INCREASED219,370212,629+6,741+3%$63.4M$61.4M-$1.9M2026-11-09
Meitav Investment House LTD
INCREASED218,900201,500+17,400+9%$60.1M$61.3M+$1.3M2026-10-28
Old Republic International Corp
DECREASED217,117236,120-19,003-8%$70.2K$60.8K-$9.4K2026-10-26
IFM Investors Pty Ltd
INCREASED217,008208,508+8,500+4%$62.1M$60.8M-$1.4M2026-10-14
Gateway Investment Advisers LLC
INCREASED213,039202,608+10,431+5%$60.4M$59.7M-$721.3K2026-10-13
Roffman Miller Associates Inc
DECREASED211,700214,633-2,933-1%$64.0M$59.3M-$4.7M2026-10-19
Cullen T Bankers, Inc.
INCREASED209,844172,984+36,860+21%$51.6M$58.8M+$7.2M2026-10-28
Vest Financial, LLC
INCREASED208,382135,325+73,057+54%$40.3M$58.4M+$18.0M2026-10-21
Crossmark Global Holdings, Inc.
INCREASED207,574101,463+106,111+105%$30.2M$58.1M+$27.9M2026-10-21
Willis Investment Counsel
DECREASED204,331237,001-32,670-14%$70.6M$57.2M-$13.4M2026-10-20
Assetmark, Inc
DECREASED202,729212,914-10,185-5%$63.5M$56.8M-$6.7M2026-10-21
Calamos Advisors LLC
INCREASED202,337199,288+3,049+2%$59.4M$56.7M-$2.7M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED201,768201,015+753+0%$59.9M$56.5M-$3.4M2026-11-03
Natixis
INCREASED197,6915,865+191,826+3271%$1.7M$55.4M+$53.6M2026-11-06
Strs Ohio
DECREASED195,605238,655-43,050-18%$71.1M$54.8M-$16.3M2026-10-30
Metropolis Capital Ltd
DECREASED193,694206,347-12,653-6%$40.1M$54.3M+$14.2M2026-10-20
TD Waterhouse Canada Inc.
INCREASED187,338187,151+187+0%$55.9M$52.7M-$3.2M2026-10-16
Amalgamated Bank
DECREASED183,914187,496-3,582-2%$55.9M$51.5K-$55.8M2026-10-23
Avity Investment Management Inc.
INCREASED183,858176,759+7,099+4%$52.7M$51.5M-$1.2M2026-10-09
GF Fund Management Co. Ltd.
DECREASED182,324183,793-1,469-1%$54.8M$51.1M-$3.7M2026-10-26
Miller Howard Investments Inc
DECREASED174,862176,722-1,860-1%$52.7M$49.0M-$3.7M2026-10-26
Kestra Advisory Services, LLC
INCREASED173,665156,064+17,601+11%$46.5M$48.6M+$2.1M2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED172,794165,824+6,970+4%$49.4M$48.4M-$1.0M2026-10-19
Campbell Newman Asset Management Inc
INCREASED165,213164,583+630+0%$49.1M$46.3M-$2.8M2026-10-22
Artemis Investment Management LLP
DECREASED163,174176,870-13,696-8%$52.7M$45.7M-$7.0M2026-10-08
BI Asset Management Fondsmaeglerselskab A/S
INCREASED162,282155,909+6,373+4%$46.5M$45.5K-$46.4M2026-10-22
Commonwealth Equity Services, LLC
DECREASED159,487173,160-13,673-8%$51.6M$44.7M-$6.9M2026-11-02
Wesbanco Bank Inc
DECREASED158,978163,233-4,255-3%$48.7M$44.5M-$4.1M2026-11-04
Alps Advisors Inc
DECREASED145,956160,886-14,930-9%$48.0M$40.9M-$7.1M2026-11-03
Troy Asset Management Ltd
DECREASED143,772153,815-10,043-7%$45.8M$40.3M-$5.6M2026-10-28
UMB Bank, n.a.
DECREASED143,507147,590-4,083-3%$44.0M$40.2M-$3.8M2026-11-06
Aberdeen Group plc
DECREASED138,9061,041,272-902,366-87%$310.4M$10.6M-$299.8M2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED137,548134,689+2,859+2%$40.1M$38.5M-$1.6M2026-10-05
OP Asset Management Ltd
INCREASED137,208101,702+35,506+35%$30.3M$38.4M+$8.1M2026-11-05
Rockland Trust Co
INCREASED137,003136,799+204+0%$40.8M$38.4M-$2.4M2026-10-05
New York Life Investment Management LLC
INCREASED136,211135,737+474+0%$40.5M$38.2M-$2.3M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED134,990130,297+4,693+4%$38.8M$37.8M-$1.0M2026-10-20
Police & Firemen's Retirement System of New Jersey
DECREASED133,844136,582-2,738-2%$40.7M$37.5M-$3.2M2026-11-09
Meyer Handelman Co
DECREASED130,578130,738-1600%$39.0M$36.6M-$2.4M2026-10-28
WestEnd Advisors, LLC
DECREASED129,852180,372-50,520-28%$53.8M$36.4M-$17.4M2026-10-27
Keybank National Association
DECREASED129,118130,559-1,441-1%$38.9M$36.2M-$2.8M2026-11-04
Nordea Investment Management AB
DECREASED127,184167,886-40,702-24%$49.6M$35.7M-$13.8M2026-11-09
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED126,174217,295-91,121-42%$64.8M$35.3M-$29.4M2026-10-22
FengHe Fund Management Pte. Ltd.
DECREASED125,306575,100-449,794-78%$171.4M$35.1M-$136.3M2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED122,198220,702-98,504-45%$65.8M$34.2M-$31.6M2026-10-30
Candriam S.C.A.
INCREASED121,09997,590+23,509+24%$29.1M$34.0M+$5.0M2026-11-03
Oppenheimer Asset Management Inc.
DECREASED120,040127,365-7,325-6%$38.0M$33.6M-$4.3M2026-10-27
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED119,779111,591+8,188+7%$33.3M$33.5M+$287.0K2026-11-06
Crestwood Advisors Group, LLC
DECREASED117,501123,511-6,010-5%$36.8M$32.9M-$3.9M2026-10-27
Guyasuta Investment Advisors Inc
DECREASED114,970115,250-2800%$34.4M$32.2M-$2.2M2026-10-15
Obermeyer Wealth Partners
INCREASED114,374112,214+2,160+2%$33.4M$32.0M-$1.4M2026-10-21
Profund Advisors LLC
DECREASED114,338125,868-11,530-9%$37.5M$32.0M-$5.5M2026-10-29
Wealthfront Advisers LLC
DECREASED112,896114,510-1,614-1%$34.1M$31.6M-$2.5M2026-11-09
Oregon Public Employees Retirement Fund
INCREASED112,325111,924+401+0%$33.4M$31.5M-$1.9M2026-10-30
Exchange Traded Concepts, LLC
INCREASED107,41469,609+37,805+54%$20.7M$30.1M+$9.3M2026-10-28
iA Global Asset Management Inc.
DECREASED106,735159,729-52,994-33%$47.6M$29.9K-$47.6M2026-10-29
ABN Amro Investment Solutions
INCREASED106,29469,951+36,343+52%$20.9M$29.8M+$8.9M2026-10-21
ASR Vermogensbeheer N.V.
INCREASED105,872100,365+5,507+5%$29.9M$29.7M-$261.7K2026-10-16
Sarasin & Partners LLP
DECREASED104,372112,599-8,227-7%$33.6M$29.2M-$4.3M2026-10-13
Krane Funds Advisors LLC
INCREASED104,10063,100+41,000+65%$18.8M$29.2M+$10.3M2026-11-09
Farmers & Merchants Investments Inc
DECREASED103,724104,902-1,178-1%$31.3M$29.1M-$2.2M2026-10-22
Ethic Inc.
INCREASED102,72398,927+3,796+4%$29.5M$28.8M-$715.6K2026-11-03
E. Ohman J:or Asset Management AB
INCREASED102,54132,541+70,000+215%$9.7M$28.7M+$19.0M2026-10-22
Louisiana State Employees Retirement System
DECREASED102,500105,000-2,500-2%$31.3M$28.7M-$2.6M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED101,54198,275+3,266+3%$29.3M$28.4K-$29.3M2026-11-02
Moran Wealth Management, LLC
INCREASED101,370101,280+90+0%$30.2M$28.4M-$1.8M2026-10-22
SteelPeak Wealth, LLC
DECREASED98,949107,762-8,813-8%$32.1M$27.7M-$4.4M2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
INCREASED98,71497,614+1,100+1%$29.1M$27.6M-$1.4M2026-10-30
Achmea Investment Management B.V.
NEW97,116—+97,116——$27.2M—2026-10-30
Matrix Asset Advisors Inc
DECREASED96,77898,361-1,583-2%$29.3M$27.1M-$2.2M2026-10-13
Robeco Schweiz AG
DECREASED96,460122,184-25,724-21%$36.4M$27.0M-$9.4M2026-10-23
Clearstead Advisors, LLC
INCREASED96,03592,299+3,736+4%$27.5M$26.9M-$614.9K2026-11-06
Yousif Capital Management, LLC
INCREASED95,68094,447+1,233+1%$28.2M$26.8M-$1.4M2026-10-22
Mutual of America Capital Management LLC
DECREASED94,48894,841-3530%$28.3M$26.5M-$1.8M2026-10-23
Mcdaniel Terry & Co
INCREASED94,42594,421+40%$28.1M$26.4M-$1.7M2026-11-05
Nexus Investment Management ULC
DECREASED93,996103,296-9,300-9%$30.8M$26.3M-$4.5M2026-10-27
Vaughan David Investments LLC
DECREASED90,90392,403-1,500-2%$27.5M$25.5K-$27.5M2026-11-05
Factory Mutual Insurance Co
DECREASED89,700108,650-18,950-17%$32.4M$25.1M-$7.3M2026-10-30
Lido Advisors, LLC
INCREASED89,25788,562+695+1%$26.4M$25.0M-$1.4M2026-11-04
HB Wealth Management, LLC
INCREASED89,03385,652+3,381+4%$25.5M$24.9M-$593.1K2026-10-23
Torray Investment Partners LLC
INCREASED88,78565,895+22,890+35%$19.6M$24.9M+$5.2M2026-10-30
Empire Life Investments Inc.
DECREASED88,71789,660-943-1%$26.7M$24.8M-$1.9M2026-11-06
Alta Capital Management LLC/
DECREASED88,52095,958-7,438-8%$28.6M$24.8M-$3.8M2026-10-26
State of Alaska, Department of Revenue
DECREASED86,51189,172-2,661-3%$26.6M$24.2K-$26.6M2026-10-15
Illinois Municipal Retirement Fund
INCREASED86,02175,420+10,601+14%$22.5M$24.1M+$1.6M2026-11-05
Intech Investment Management LLC
INCREASED85,24674,508+10,738+14%$22.2M$23.9M+$1.7M2026-11-09
Segment Wealth Management, LLC
DECREASED82,35883,685-1,327-2%$24.9M$23.1M-$1.9M2026-10-26
Merit Financial Group, LLC
INCREASED82,26274,295+7,967+11%$22.1M$23.0M+$895.6K2026-11-06
Verity & Verity, LLC
INCREASED81,17280,508+664+1%$24.0M$22.7M-$1.3M2026-10-23
King Luther Capital Management Corp
INCREASED79,73577,256+2,479+3%$23.0M$22.3M-$694.7K2026-11-05
University of Texas S AM Investment Management Co
INCREASED79,72953,973+25,756+48%$16.1M$22.3M+$6.2M2026-11-03
Kinsale Capital Group, Inc.
INCREASED78,13968,305+9,834+14%$20.4M$21.9M+$1.5M2026-11-04
Hantz Financial Services, Inc.
DECREASED78,04884,113-6,065-7%$25.1M$21.9K-$25.0M2026-11-09
DDD Partners, LLC
INCREASED77,85876,410+1,448+2%$22.8M$21.8M-$968.3K2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED77,79678,554-758-1%$23.4M$21.8M-$1.6M2026-11-05
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED75,94675,94600%$22.6M$21.3M-$1.4M2026-11-09
Canada Post Corp Registered Pension Plan
DECREASED75,07681,146-6,070-7%$24.2M$21.1M-$3.0M2026-11-09
Williams Jones Wealth Management, Llc.
INCREASED74,60874,546+62+0%$22.2M$20.9M-$1.3M2026-11-05
Mizuho Securities USA LLC
INCREASED74,55471,250+3,304+5%$21.2M$19.5M-$1.8M2026-11-09
Atria Investments, Inc
INCREASED73,14069,917+3,223+5%$20.8M$20.5M-$354.6K2026-10-15
Argent Capital Management LLC
DECREASED72,78975,346-2,557-3%$22.5M$20.4M-$2.1M2026-10-05
North Growth Management Ltd.
INCREASED72,00071,000+1,000+1%$21.3M$20.3K-$21.3M2026-10-20
Tctc Holdings, LLC
DECREASED71,68572,159-474-1%$21.5M$20.1M-$1.4M2026-11-02
Gulf International Bank (UK) Ltd
UNCHANGED70,95870,95800%$21.2M$19.9K-$21.1M2026-10-20
Intact Investment Management Inc.
DECREASED69,92078,100-8,180-10%$23.3M$19.6M-$3.7M2026-11-03
Baker Avenue Asset Management, LP
DECREASED69,44570,812-1,367-2%$21.1M$19.5M-$1.7M2026-11-06
Investment House LLC
DECREASED68,753103,080-34,327-33%$30.7M$19.3M-$11.5M2026-10-21
Busey Bank
DECREASED68,53870,325-1,787-3%$21.0M$19.2M-$1.8M2026-10-26
Badgley Phelps Wealth Managers, LLC
INCREASED67,87365,136+2,737+4%$19.4M$19.0M-$404.5K2026-10-22
Eldred Rock Partners, LLC
INCREASED66,32665,899+427+1%$19.6M$18.6M-$1.1M2026-10-13
Cullinan Associates Inc
INCREASED66,15562,683+3,472+6%$18.7M$18.5M-$154.5K2026-11-03
Covea Finance
UNCHANGED62,95062,95000%$18.8M$17.6M-$1.1M2026-10-21
Gradient Investments LLC
DECREASED62,34373,559-11,216-15%$21.9M$17.5M-$4.5M2026-10-08
Palisade Asset Management, LLC
DECREASED62,14766,123-3,976-6%$19.7M$17.4M-$2.3M2026-11-03
Richard C. Young & Co., Ltd.
DECREASED61,96663,923-1,957-3%$19.1M$17.4M-$1.7M2026-11-04
Generali Asset Management SPA SGR
INCREASED61,88961,000+889+1%$18.2M$17.3M-$847.8K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED61,25660,411+845+1%$18.0M$17.2M-$849.5K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED60,64061,706-1,066-2%$18.4M$17.0M-$1.4M2026-11-06
GHP Investment Advisors, Inc.
INCREASED60,61458,083+2,531+4%$17.3M$17.0M-$335.3K2026-10-15
Raiffeisen Bank International AG
INCREASED58,98554,296+4,689+9%$15.5M$16.6M+$1.1M2026-10-28
Calamos Wealth Management LLC
DECREASED57,66958,558-889-2%$17.5M$16.2M-$1.3M2026-11-02
Cutler Investment Counsel LLC
DECREASED56,42156,533-1120%$16.9M$15.8M-$1.0M2026-10-28
Bailard, Inc.
DECREASED56,15456,474-320-1%$16.8M$15.7M-$1.1M2026-10-13
Maryland State Retirement & Pension System
INCREASED55,89849,059+6,839+14%$14.6M$15.7M+$1.0M2026-11-05
Level Four Advisory Services, LLC
INCREASED55,48155,116+365+1%$16.4M$15.5M-$888.9K2026-11-06
OpenArc Corporate Advisory, LLC
DECREASED55,30961,887-6,578-11%$18.4M$15.5M-$3.0M2026-10-21
Bank Pictet & Cie (Europe) AG
DECREASED54,56779,769-25,202-32%$23.8M$15.3M-$8.5M2026-10-20
Genus Capital Management Inc.
INCREASED53,16153,056+105+0%$15.8M$14.9M-$924.5K2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED53,10053,591-491-1%$16.0M$14.9K-$16.0M2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED51,93146,127+5,804+13%$13.7M$14.5M+$796.2K2026-10-16
Oppenheimer & Co Inc
DECREASED51,91552,903-988-2%$15.8M$14.5M-$1.2M2026-10-26
Prospera Financial Services Inc
INCREASED51,24447,064+4,180+9%$14.0M$15.4M+$1.4M2026-11-04
Payden & Rygel
INCREASED50,25050,100+150+0%$14.9M$14.1K-$14.9M2026-10-28
Succession Financial, Inc.
UNCHANGED49,53149,53100%$14.8M$13.9M-$890.6K2026-10-14
Hartford Investment Management Co
DECREASED48,88750,317-1,430-3%$15.0M$13.7M-$1.3M2026-11-04
Generate Investment Management Ltd
DECREASED47,68448,920-1,236-3%$14.6M$13.4M-$1.2M2026-10-14
Lockheed Martin Investment Management Co
DECREASED47,67070,490-22,820-32%$21.0M$13.4M-$7.7M2026-11-04
Choreo, LLC
INCREASED47,38647,132+254+1%$14.0M$13.3M-$775.9K2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
DECREASED47,03873,499-26,461-36%$21.9M$13.2M-$8.7M2026-10-21
Silverberg Bernstein Capital Management LLC
DECREASED46,98847,392-404-1%$14.1M$13.2M-$965.3K2026-10-13
Patten & Patten Inc
DECREASED46,19246,559-367-1%$13.9M$12.9M-$939.9K2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED46,18539,982+6,203+16%$11.9M$12.9M+$1.0M2026-10-26
Compagnie Lombard Odier SCmA
INCREASED46,05745,839+218+0%$13.7M$12.9M-$763.1K2026-11-04
MGO One Seven LLC
INCREASED46,00342,161+3,842+9%$12.6M$12.9M+$318.1K2026-10-28
New Mexico Educational Retirement Board
UNCHANGED45,25445,25400%$13.5M$12.7K-$13.5M2026-11-05
First Fiduciary Investment Counsel, Inc.
DECREASED45,22047,950-2,730-6%$14.3M$12.7K-$14.3M2026-10-27
Concurrent Investment Advisors, LLC
INCREASED44,72737,851+6,876+18%$11.3M$12.5M+$1.2M2026-10-16
Wilkins Investment Counsel Inc
DECREASED44,26745,292-1,025-2%$13.5M$12.4M-$1.1M2026-11-03
Cookson Peirce & Co Inc
NEW44,080—+44,080——$12.3M—2026-10-30
Avantax Planning Partners, Inc.
DECREASED44,02846,385-2,357-5%$13.8M$12.3M-$1.5M2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED43,38991,155-47,766-52%$27.0M$12.5M-$14.4M2026-10-29
Guardian Partners Inc.
DECREASED42,47443,202-728-2%$12.9M$11.9M-$980.7K2026-10-21
Argent Trust Co
INCREASED42,29441,227+1,067+3%$12.3M$11.8M-$442.4K2026-11-09
Greenwood Capital Associates LLC
INCREASED42,07136,522+5,549+15%$10.9M$11.8M+$897.6K2026-10-27
AlphaCore Capital LLC
INCREASED41,95532,857+9,098+28%$9.8M$11.8M+$2.0M2026-11-04
Penn Davis Mcfarland Inc
DECREASED41,77341,778-50%$12.5M$11.7M-$752.6K2026-10-23
Sky Investment Group LLC
DECREASED41,63942,261-622-1%$12.6M$11.7M-$934.1K2026-10-30
Skba Capital Management LLC
INCREASED41,59039,640+1,950+5%$11.8M$11.6M-$166.6K2026-11-09
Vise Technologies, Inc.
INCREASED41,41234,162+7,250+21%$10.2M$11.6M+$1.4M2026-10-29
Citizens Financial Group Inc
INCREASED40,84834,714+6,134+18%$10.3M$11.4M+$1.1M2026-10-23
Associated Banc-Corp
INCREASED40,61739,054+1,563+4%$11.6M$11.4M-$264.4K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED40,57239,444+1,128+3%$11.8M$11.4M-$393.3K2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED40,18333,543+6,640+20%$10.2M$11.1M+$847.4K2026-10-21
Channing Capital Management, LLC
DECREASED39,87443,569-3,695-8%$13.0M$11.2M-$1.8M2026-11-02
Kintegral Advisory, LLC
INCREASED39,74039,516+224+1%$11.8M$11.1M-$647.8K2026-10-16
Mattern Capital Management, LLC
DECREASED39,27039,548-278-1%$11.8M$11.0M-$788.9K2026-11-02
Savant Capital, LLC
DECREASED39,08741,648-2,561-6%$10.4M$10.9M+$592.3K2026-11-06
First National Bank of Mount Dora, Trust Investment Services
DECREASED39,06546,746-7,681-16%$13.9M$10.9M-$3.0M2026-10-21
Bright Rock Capital Management, LLC
UNCHANGED39,00039,00000%$11.6M$10.9M-$701.2K2026-10-05
Stokes Capital Advisors, LLC
DECREASED38,71539,118-403-1%$11.7M$10.8M-$816.2K2026-10-09
Plato Investment Management Ltd
INCREASED37,49626,712+10,784+40%$7.9M$10.5M+$2.6M2026-11-05
Apollon Wealth Management, LLC
DECREASED37,07637,132-560%$11.1M$10.4M-$683.2K2026-10-23
Western Wealth Management, LLC
INCREASED36,92711,333+25,594+226%$3.4M$5.3M+$2.0M2026-11-09
Coldstream Capital Management Inc
DECREASED36,40537,434-1,029-3%$11.2M$10.2M-$961.2K2026-11-09
China Universal Asset Management Co., Ltd.
INCREASED36,34532,461+3,884+12%$9.7M$10.2M+$562.4K2026-10-28
Camden National Bank
DECREASED36,16136,766-605-2%$11.0M$10.1M-$830.5K2026-11-02
Oak Harvest Investment Services
INCREASED35,76734,063+1,704+5%$10.2M$10.0M-$135.0K2026-10-20
Strategy Asset Managers LLC
DECREASED35,52035,588-680%$10.6M$9.9M-$658.9K2026-10-14
Moody Lynn Lieberson & Walker, LLC
INCREASED35,48832,460+3,028+9%$9.7M$9.9M+$264.5K2026-10-14
Picton Mahoney Asset Management
DECREASED35,46353,019-17,556-33%$15.8M$9.9M-$5.9M2026-11-09
Viking Fund Management LLC
INCREASED35,00032,000+3,000+9%$9.5M$9.8M+$264.9K2026-10-14
Cornerstone Wealth Group, LLC
INCREASED34,74233,364+1,378+4%$9.9M$9.7M-$213.8K2026-11-02
Global X Japan Co., Ltd.
DECREASED34,52636,091-1,565-4%$10.8M$9.7M-$1.1M2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED34,15634,056+100+0%$10.2M$9.6M-$584.3K2026-10-26
Ipswich Investment Management Co., Inc.
DECREASED33,84234,062-220-1%$10.2M$9.5M-$674.1K2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED33,73438,659-4,925-13%$11.5M$9.4M-$2.1M2026-10-15
Clifford Swan Investment Counsel LLC
INCREASED33,24732,961+286+1%$9.8M$9.3M-$512.5K2026-11-05
Pinnacle Associates LTD
INCREASED33,19932,492+707+2%$9.7M$9.3M-$386.2K2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED33,18633,18600%$9.9M$9.3M-$596.7K2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED33,00032,000+1,000+3%$9.5M$9.2M-$295.3K2026-10-19
First Merchants Corp
DECREASED32,81034,381-1,571-5%$10.2M$9.2M-$1.1M2026-10-15
First American Bank
INCREASED32,72332,184+539+2%$9.6M$9.2M-$427.7K2026-10-27
Americana Partners, LLC
INCREASED31,91429,892+2,022+7%$8.9M$8.9M+$28.7K2026-10-28
Naples Global Advisors, LLC
INCREASED31,76031,487+273+1%$9.4M$8.9M-$489.7K2026-11-05
Advanced Asset Management Advisors Inc
UNCHANGED31,70031,70000%$9.4M$8.9M-$570.0K2026-10-20
Waratah Capital Advisors Ltd.
DECREASED31,66050,303-18,643-37%$15.0M$8.9M-$6.1M2026-11-06
Fiduciary Alliance LLC
DECREASED31,57034,102-2,532-7%$10.2M$8.8M-$1.3M2026-10-13
HUB Investment Partners, LLC
INCREASED31,32322,389+8,934+40%$6.7M$8.8M+$2.1M2026-11-03
Coston, McIsaac & Partners
DECREASED31,18831,759-571-2%$9.4M$8.7M-$682.4K2026-11-06
Welch & Forbes LLC
DECREASED31,01831,065-470%$9.3M$8.7M-$571.7K2026-11-04
Mission Wealth Management, LP
DECREASED31,00140,275-9,274-23%$12.0M$8.7M-$3.3M2026-10-15
NovaPoint Capital, LLC
DECREASED30,70331,913-1,210-4%$9.5M$8.6M-$912.7K2026-10-22
Asset Planning Services Inc
DECREASED30,45030,910-460-1%$9.2M$8.5K-$9.2M2026-10-15
Hennessy Advisors Inc
UNCHANGED30,40030,40000%$9.1M$8.5M-$546.6K2026-10-28
First Horizon Corp
DECREASED30,34730,484-1370%$9.1M$8.5M-$586.5K2026-10-26
Gamma Investing LLC
INCREASED29,69726,694+3,003+11%$8.0M$8.3M+$361.2K2026-10-08
Union Bancaire Privee, UBP SA
INCREASED29,32526,980+2,345+9%$12.9M$13.8M+$893.2K2026-11-04
Bokf, NA
DECREASED29,25533,682-4,427-13%$10.0M$8.2M-$1.8M2026-10-27
Globalt Investments LLC / GA
DECREASED28,67829,653-975-3%$8.8M$8.0M-$806.1K2026-10-27
Institute for Wealth Management, Llc.
UNCHANGED28,67128,67100%$8.5M$8.0M-$515.5K2026-11-06
Kesler, Norman & Wride, LLC
DECREASED28,62828,682-540%$8.5M$8.0M-$530.9K2026-11-06
Drystone LLC
DECREASED28,29028,460-170-1%$8.5M$7.9M-$559.1K2026-10-30
Morningstar Investment Management LLC
INCREASED28,21315,689+12,524+80%$3.0M$7.9M+$4.9M2026-11-09
Azzad Asset Management Inc
DECREASED28,05528,063-80%$8.4M$7.9M-$506.9K2026-11-04
Valley Wealth Managers, Inc.
DECREASED27,95228,369-417-1%$8.5M$7.8M-$626.9K2026-10-09
North Dakota State Investment Board
INCREASED27,85227,025+827+3%$8.1M$7.8M-$254.3K2026-10-27
Motco
DECREASED27,64528,294-649-2%$8.4M$7.7M-$690.5K2026-11-09
Martin Capital Partners, LLC
DECREASED27,55027,962-412-1%$8.3M$7.7M-$618.4K2026-10-07
Farther Finance Advisors, LLC
INCREASED27,27324,167+3,106+13%$7.2M$7.6M+$449.0K2026-10-08
Pinkerton Wealth, LLC
DECREASED27,11229,279-2,167-7%$5.7M$7.6M+$1.9M2026-10-29
Greenleaf Trust
DECREASED26,98727,489-502-2%$8.2M$7.6M-$634.9K2026-10-29
Beacon Financial Group
DECREASED26,90027,111-211-1%$8.1M$7.5M-$546.6K2026-10-19
True Freedom Investing, LLC
DECREASED26,67628,388-1,712-6%$5.5M$7.5M+$2.0M2026-10-29
Goodman Advisory Group, LLC
INCREASED26,61510,838+15,777+146%$3.2M$7.5M+$4.2M2026-11-02
Baxter Bros Inc
DECREASED26,39026,480-900%$7.9M$7.4M-$501.3K2026-11-04
Pittenger & Anderson Inc
INCREASED26,20026,125+75+0%$7.8M$7.3M-$448.7K2026-11-02
Phraction Management LLC
UNCHANGED26,14626,14600%$7.8M$7.3M-$470.1K2026-10-14
CWA Asset Management Group, LLC
INCREASED26,13326,007+126+0%$7.8M$7.3M-$432.3K2026-10-19
Community Bank, N.A.
DECREASED26,05226,687-635-2%$8.0M$7.3M-$657.9K2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED25,72525,72500%$7.7M$7.7M$02026-10-15
Park Avenue Securities LLC
INCREASED25,69524,984+711+3%$7.4M$7.2K-$7.4M2026-10-26
Brady Family Wealth, LLC
DECREASED25,48227,447-1,965-7%$8.2M$7.1M-$1.0M2026-11-02
Fifth Third Wealth Advisors LLC
INCREASED25,41224,764+648+3%$7.4M$7.1M-$263.6K2026-10-22
Jefferies Financial Group Inc.
INCREASED25,35011,698+13,652+117%$3.5M$7.1M+$3.6M2026-11-05
Howard Capital Management, LLC
DECREASED25,01825,090-720%$7.5M$7.0M-$471.3K2026-10-16
Leavell Investment Management, Inc.
INCREASED24,82524,791+34+0%$7.4M$7.0M-$436.2K2026-11-09
NFJ Investment Group, LLC
NEW24,728—+24,728——$6.9M—2026-11-09
Walter Public Investments Inc.
DECREASED24,59725,007-410-2%$7.5M$6.9M-$564.5K2026-11-05
Triasima Portfolio Management inc.
INCREASED24,54618,066+6,480+36%$5.4M$6.9M+$1.5M2026-10-15
Diversify Advisory Services, LLC
INCREASED24,54511,050+13,495+122%$3.1M$6.9M+$3.8M2026-10-20
Diversify Wealth Management, LLC
INCREASED24,54511,050+13,495+122%$3.1M$6.9M+$3.8M2026-10-20
Albion Financial Group
DECREASED24,34530,337-5,992-20%$9.0M$6.8M-$2.2M2026-10-21
Raub Brock Capital Management LP
DECREASED24,20940,351-16,142-40%$12.0M$6.8M-$5.2M2026-10-21
Brighton Jones LLC
INCREASED24,20318,750+5,453+29%$5.6M$6.8M+$1.2M2026-11-03
Lynch & Associates
INCREASED24,16324,155+8+0%$7.2M$6.8M-$432.2K2026-10-13
GC Wealth Management RIA, LLC
DECREASED24,13027,685-3,555-13%$8.3M$6.8M-$1.5M2026-11-02
Advocate Group LLC
DECREASED24,02425,978-1,954-8%$7.7M$6.7M-$1.0M2026-10-19
TrueMark Investments, LLC
INCREASED23,86016,493+7,367+45%$4.9M$6.7M+$1.8M2026-11-05
Securian Asset Management, Inc
DECREASED23,75124,179-428-2%$6.9M$6.7M-$214.9K2026-11-06
Wealthstar Advisors, LLC
DECREASED23,58731,384-7,797-25%$9.4M$6.6M-$2.7M2026-10-19
Franklin Street Advisors Inc
INCREASED23,31020,308+3,002+15%$6.1M$6.5M+$475.7K2026-10-13
Builder Investment Group Inc
DECREASED23,30023,325-250%$7.0M$6.5M-$426.4K2026-10-22
RFG Advisory, LLC
INCREASED22,99121,792+1,199+6%$6.5M$6.4M-$56.2K2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED22,87322,518+355+2%$6.7M$6.4M-$305.4K2026-10-23
Brookstone Capital Management
DECREASED22,86823,171-303-1%$6.9M$6.4M-$501.7K2026-10-22
Sterling Capital Management LLC
DECREASED22,72026,113-3,393-13%$7.8M$6.4M-$1.4M2026-10-22
D.A. Davidson & Co.
INCREASED22,22422,121+103+0%$6.6M$6.2M-$368.9K2026-10-28
AMG National Trust Bank
DECREASED22,07022,247-177-1%$6.6M$6.2M-$449.7K2026-11-05
Cohen Klingenstein LLC
UNCHANGED21,90021,90000%$6.5M$6.1M-$393.8K2026-10-15
N10 Wealth, LLC
NEW21,784—+21,784——$6.1M—2026-10-14
Signaturefd, LLC
INCREASED21,76421,654+110+1%$6.5M$6.1M-$358.5K2026-10-23
Monte Financial Group, LLC
DECREASED21,61321,818-205-1%$6.0M$6.1M+$37.3K2026-11-02
Kingswood Wealth Advisors, LLC
DECREASED21,55122,198-647-3%$6.6M$6.0M-$580.5K2026-10-23
Buckhead Capital Management LLC
DECREASED21,51422,410-896-4%$6.7M$6.0M-$653.9K2026-11-03
Hamilton Point Investment Advisors, LLC
INCREASED21,37521,120+255+1%$6.3M$6.0M-$308.3K2026-11-03
N10 Assets, LLC
NEW21,321—+21,321——$6.0M—2026-10-14
IFP Advisors, Inc
INCREASED21,25615,993+5,263+33%$4.8M$6.0M+$1.2M2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED21,23721,721-484-2%$6.5M$5.9M-$525.9K2026-10-20
Quadrant Capital Group LLC
INCREASED21,05619,978+1,078+5%$6.0M$6.1M+$106.1K2026-10-20
Bdf-Gestion
DECREASED20,72423,352-2,628-11%$3.7M$5.8M+$2.1M2026-10-19
Culbertson A N & Co Inc
UNCHANGED20,57620,57600%$6.1M$5.8M-$370.0K2026-10-21
GW Henssler & Associates LTD
NEW20,305—+20,305——$5.7M—2026-10-26
Slow Capital, Inc.
INCREASED20,26420,092+172+1%$6.0M$5.7M-$313.1K2026-10-23
First National Trust Co
INCREASED20,21519,701+514+3%$5.9M$5.7M-$210.3K2026-10-28
SGL Investment Advisors, Inc.
INCREASED20,12720,035+92+0%$5.6M$5.6M-$36.2K2026-11-09
Parallel Advisors, LLC
INCREASED20,03219,549+483+2%$5.8M$5.6M-$216.3K2026-11-03
Diversified Trust Co
INCREASED19,94817,999+1,949+11%$5.4M$5.6M+$222.3K2026-11-06
Ldic Inc.
DECREASED19,90420,790-886-4%$6.2M$5.6M-$622.0K2026-10-14
Gibraltar Capital Management, Inc.
INCREASED19,85619,776+80+0%$5.9M$5.6M-$333.2K2026-10-27
Highland Capital Management, LLC
INCREASED19,78112,927+6,854+53%$3.9M$5.5M+$1.7M2026-10-26
Ticino Wealth
INCREASED19,71919,343+376+2%$5.8M$5.5M-$242.5K2026-10-13
Founders Financial Securities LLC
INCREASED19,71019,050+660+3%$5.7M$5.5M-$157.8K2026-10-28
Woodley Farra Manion Portfolio Management Inc
INCREASED19,44315,937+3,506+22%$4.8M$5.4M+$695.4K2026-11-05
Argonautica Private Wealth Management, Inc
DECREASED18,93819,058-120-1%$5.7M$5.3M-$376.3K2026-11-02
Redmond Asset Management, LLC
DECREASED18,57319,501-928-5%$5.8M$5.2M-$610.5K2026-10-27
Machina Capital S.A.S.
NEW18,496—+18,496——$5.2M—2026-11-05
Phoenix Financial Ltd.
INCREASED18,48716,998+1,489+9%$5.1M$5.2M+$112.9K2026-11-09
Koshinski Asset Management, Inc.
DECREASED18,43918,626-187-1%$5.6M$5.2M-$387.4K2026-10-29
CFC Planning Co LLC
INCREASED18,32417,816+508+3%$5.3M$5.1M-$177.5K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED18,22811,710+6,518+56%$3.5M$5.1M+$1.6M2026-10-13
Canandaigua National Bank & Trust Co
DECREASED18,21618,334-118-1%$5.5M$5.1M-$362.7K2026-10-07
Shoker Investment Counsel, Inc.
DECREASED18,02218,370-348-2%$5.5M$5.0M-$428.1K2026-11-04
Tema Etfs LLC
INCREASED17,86716,888+979+6%$5.0M$5.0M-$29.4K2026-10-16
City Holding Co
DECREASED17,76618,001-235-1%$5.4M$5.0M-$389.6K2026-10-19
Carolina Wealth Advisors, LLC
INCREASED17,64517,316+329+2%$5.2M$4.9M-$219.2K2026-10-23
BankPlus Trust Department
INCREASED17,62617,013+613+4%$5.1M$4.9M-$134.2K2026-11-06
Masterinvest Kapitalanlage GmbH
INCREASED17,56314,137+3,426+24%$4.2M$4.9M+$705.4K2026-11-03
Greystone Financial Group, LLC
INCREASED17,40717,215+192+1%$5.1M$4.9M-$255.8K2026-10-26
First Citizens Bank & Trust Co
INCREASED17,3565,870+11,486+196%$1.7M$4.9M+$3.1M2026-10-14
Vaquero Private Wealth, LTD
INCREASED17,33317,187+146+1%$5.1M$4.9M-$268.0K2026-10-27
Third View Private Wealth, LLC
INCREASED17,26017,065+195+1%$5.1M$4.8M-$252.2K2026-10-30
Praxis Investment Management Inc
DECREASED17,23618,601-1,365-7%$5.5M$4.8K-$5.5M2026-11-03
Stiles Financial Services Inc
DECREASED17,23117,684-453-3%$5.3M$4.8M-$445.0K2026-10-30
Smith Salley Wealth Management
DECREASED17,18918,743-1,554-8%$5.6M$4.8M-$772.5K2026-11-03
North Star Investment Management Corp.
DECREASED17,13317,141-80%$5.1M$4.8M-$310.4K2026-10-27
Baer Investment Advisory LLC
INCREASED17,08512,557+4,528+36%$3.7M$4.8M+$1.0M2026-10-13
Alkeme Wealth, LLC
DECREASED17,01717,469-452-3%$5.2M$4.8M-$440.8K2026-10-08
Trust Co of Vermont
INCREASED16,92114,757+2,164+15%$4.4M$4.7M+$340.8K2026-10-21
JB Capital LLC
INCREASED16,61616,246+370+2%$4.8M$4.7M-$188.4K2026-10-19
Norden Group LLC
INCREASED16,55316,051+502+3%$4.8M$4.6M-$147.8K2026-10-20
Principle Wealth Partners LLC
INCREASED16,49716,191+306+2%$4.8M$4.6M-$205.2K2026-11-02
Pine Valley Investments Ltd Liability Co
DECREASED16,48116,493-120%$4.9M$4.6M-$299.8K2026-11-09
Greenfield Seitz Capital Management, LLC
DECREASED16,45916,515-560%$4.9M$4.6M-$312.6K2026-10-29
DLK Investment Management, LLC
INCREASED16,42413,668+2,756+20%$2.7M$4.6M+$1.9M2026-10-09
Belpointe Asset Management LLC
DECREASED16,34816,730-382-2%$5.0M$4.6M-$407.6K2026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED16,27116,27100%$4.8M$4.6M-$292.6K2026-10-16
Sentinel Trust Co LBA
INCREASED16,18515,085+1,100+7%$4.5K$4.5K+$372026-11-03
Ritholtz Wealth Management
INCREASED16,07613,914+2,162+16%$4.1M$4.5M+$355.2K2026-11-05
Hendley & Co Inc
NEW15,951—+15,951——$4.5K—2026-10-29
Glass Wealth Management Co LLC
INCREASED15,80214,940+862+6%$4.5M$4.4M-$27.2K2026-10-28
Victrix Investment Advisors
INCREASED15,78615,507+279+2%$4.6M$4.4M-$200.7K2026-10-13
WealthPlan Investment Management, LLC
DECREASED15,74117,878-2,137-12%$5.3M$4.4M-$920.0K2026-10-15
Sagespring Wealth Partners, LLC
INCREASED15,52114,706+815+6%$4.4M$4.3M-$36.2K2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED15,50010,000+5,500+55%$3.0M$4.3M+$1.4M2026-11-06
Leelyn Smith, LLC
DECREASED15,44815,802-354-2%$4.7M$4.3M-$383.1K2026-11-03
Park National Corp
DECREASED15,39616,132-736-5%$4.8M$4.3M-$496.2K2026-10-05
Rockline Wealth Management, LLC
DECREASED15,39615,535-139-1%$4.6M$4.3M-$318.2K2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED15,35012,890+2,460+19%$4.0M$4.4M+$446.8K2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED15,34412,363+2,981+24%$3.7M$4.3M+$612.7K2026-11-03
Mitchell & Pahl Private Wealth, LLC
INCREASED15,31515,176+139+1%$4.5M$4.3M-$233.9K2026-10-14
Romano Brothers and Company
DECREASED15,28415,979-695-4%$4.8M$4.3M-$482.0K2026-10-22
Sepio Capital, LP
DECREASED15,05916,586-1,527-9%$4.9M$4.2M-$725.9K2026-10-22
365 WMG Private Fund I: Primus Fund LLC
NEW14,954—+14,954——$4.2M—2026-10-20
Axecap Investments, LLC
INCREASED14,95414,753+201+1%$4.4M$4.2M-$209.2K2026-10-20
Perpetual Ltd
INCREASED14,94010,844+4,096+38%$3.2M$4.2M+$952.3K2026-10-13
Icici Prudential Asset Management Co Ltd
DECREASED14,90315,050-147-1%$4.5M$4.2M-$311.8K2026-11-06
Frank, Rimerman Advisors LLC
DECREASED14,88816,622-1,734-10%$5.0M$4.2M-$784.5K2026-10-16
McKinley Carter Wealth Services, Inc.
INCREASED14,79914,387+412+3%$4.3M$4.1M-$143.3K2026-10-16
Alerus Financial NA
INCREASED14,71612,857+1,859+14%$3.8M$4.1M+$289.5K2026-11-09
Foresight Capital Management Advisors, Inc.
DECREASED14,70715,674-967-6%$4.7M$4.1M-$552.8K2026-10-27
Integrated Advisors Network LLC
INCREASED14,69213,882+810+6%$4.1M$4.1M-$22.7K2026-10-20
TD Private Client Wealth LLC
DECREASED14,63617,895-3,259-18%$5.3M$4.1M-$1.2M2026-10-28
Florida Trust Wealth Management Co
INCREASED14,62712,862+1,765+14%$3.8M$4.1M+$263.1K2026-11-05
Texas Bank & Trust Co
INCREASED14,49214,432+60+0%$4.3M$4.1M-$242.7K2026-11-04
First Business Financial Services, Inc.
INCREASED14,26713,969+298+2%$4.2M$4.0M-$167.7K2026-10-29
Chesley Taft & Associates LLC
DECREASED14,22014,230-100%$4.2M$4.0M-$258.7K2026-10-13
Mizuho Markets Cayman LP
NEW14,184—+14,184——$4.0M—2026-11-09
111 Capital
INCREASED14,17811,389+2,789+24%$3.4M$4.0M+$576.4K2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED14,16517,428-3,263-19%$5.2M$4.0M-$1.2M2026-10-29
Donaldson Capital Management, LLC
DECREASED14,14015,341-1,201-8%$4.6M$4.0M-$612.2K2026-11-09
Cypress Capital Group
DECREASED14,12314,407-284-2%$4.3M$4.0M-$338.6K2026-11-03
Sapient Capital LLC
DECREASED14,04914,078-290%$4.2M$3.9M-$261.2K2026-10-08
Wedbush Securities Inc
INCREASED14,01313,299+714+5%$4.0M$3.9K-$4.0M2026-10-22
Spire Wealth Management
INCREASED13,92611,560+2,366+20%$3.4M$3.9M+$454.8K2026-10-30
Apella Capital, LLC
INCREASED13,91012,091+1,819+15%$3.5M$4.0M+$473.4K2026-10-08
Perigon Wealth Management, LLC
INCREASED13,90011,431+2,469+22%$3.4M$3.9M+$486.0K2026-10-22
Churchill Financial Advisors, LLC
INCREASED13,89613,296+600+5%$4.0M$3.9M-$71.0K2026-10-20
Progressive Investment Management Corp
DECREASED13,80913,956-147-1%$4.2M$3.9M-$292.1K2026-10-26
CenterStar Asset Management, LLC
NEW13,781—+13,781——$3.9M—2026-10-09
Visionary Wealth Advisors
DECREASED13,74913,882-133-1%$4.1M$3.9M-$286.7K2026-11-04
Jacobi Capital Management LLC
INCREASED13,74713,629+118+1%$4.1M$3.9M-$212.2K2026-11-05
Deane Retirement Strategies, Inc.
INCREASED13,4768,713+4,763+55%$2.6M$3.8M+$1.2M2026-10-09
Legacy Private Trust Co.
DECREASED13,47414,154-680-5%$4.2M$3.8M-$445.0K2026-10-06
Probity Advisors, Inc.
DECREASED13,42513,763-338-2%$4.1M$3.8M-$342.1K2026-10-23
CenterBook Partners LP
DECREASED13,382101,724-88,342-87%$30.3M$3.7M-$26.6M2026-11-02
Great Lakes Retirement, Inc.
INCREASED13,38013,208+172+1%$3.9M$3.7M-$189.1K2026-10-26
Emerald Investment Advisers, LLC
INCREASED13,33912,166+1,173+10%$3.6M$3.7M+$109.8K2026-11-09
Royal Palms Capital LLC
DECREASED13,29313,528-235-2%$4.0M$3.7M-$309.1K2026-10-23
Katamaran Capital LLP
INCREASED13,2645,506+7,758+141%$1.6M$3.7M+$2.1M2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED13,24812,580+668+5%$3.6M$3.7M+$119.2K2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED13,23212,936+296+2%$3.9M$3.7M-$149.7K2026-10-19
Benedict Financial Advisors Inc
DECREASED13,19813,375-177-1%$4.0M$3.7M-$290.2K2026-10-07
Elevation Point Wealth Partners, LLC
INCREASED13,13312,882+251+2%$3.8M$3.7M-$161.1K2026-11-05
Atlas Capital Advisors Inc.
INCREASED13,1091,709+11,400+667%$509.4K$3.5M+$3.0M2026-11-09
Enhancing Capital LLC
UNCHANGED13,00013,00000%$3.9M$3.6M-$233.7K2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED12,99412,99400%$3.9M$3.6M-$233.6K2026-10-06
VCI Wealth Management LLC
INCREASED12,82510,776+2,049+19%$3.2M$3.6M+$380.1K2026-10-29
Sigma Planning Corp
DECREASED12,79413,164-370-3%$3.9M$3.6M-$345.2K2026-10-23
Petredis Investment Advisors LLC
INCREASED12,71312,609+104+1%$3.8M$3.6M-$197.6K2026-10-20
Central Trust Co
DECREASED12,65012,910-260-2%$3.8M$3.5M-$304.9K2026-11-05
Harrell Investment Partners, LLC
DECREASED12,59513,035-440-3%$3.9M$3.5M-$357.6K2026-10-15
RED Cedar Investment Management, LLC
INCREASED12,5323,912+8,620+220%$1.2M$3.5M+$2.3M2026-11-04
Mather Group, Llc.
INCREASED12,5247,696+4,828+63%$2.3M$3.5M+$1.2M2026-10-14
Harfst & Associates, Inc.
DECREASED12,48512,677-192-2%$3.8M$3.5M-$281.6K2026-10-20
SBI Securities Co., Ltd.
INCREASED12,46012,421+39+0%$3.7M$3.5M-$212.4K2026-10-22
1834 Investment Advisors Co
DECREASED12,36021,547-9,187-43%$6.4M$3.5M-$3.0M2026-10-16
Caldwell Trust Co
INCREASED12,23910,798+1,441+13%$3.2M$3.4M+$209.5K2026-10-30
Capital Investment Advisors, LLC
DECREASED12,20012,219-190%$3.6M$3.4M-$224.8K2026-10-22
Cypress Asset Management Inc
DECREASED12,14912,389-240-2%$3.7M$3.4M-$290.0K2026-10-09
Stolper Co
DECREASED12,07212,122-500%$3.6K$3.4K-$2322026-10-13
Chicago Partners Investment Group LLC
INCREASED12,0706,914+5,156+75%$2.0M$3.4M+$1.5M2026-10-27
Martin Capital Advisors, LLP
UNCHANGED11,96011,96000%$3.6M$3.3M-$215.0K2026-10-15
Triglav Investments, D.O.O.
DECREASED11,90014,900-3,000-20%$4.4M$3.3M-$1.1M2026-11-06
Midwest Trust Co
INCREASED11,89610,618+1,278+12%$3.2M$3.3M+$167.0K2026-10-22
Venture Visionary Partners LLC
DECREASED11,89112,506-615-5%$3.7M$3.3M-$397.3K2026-10-07
Tealwood Asset Management Inc
DECREASED11,66011,746-86-1%$3.5K$3.3K-$2352026-10-13
Fruth Investment Management
DECREASED11,63211,865-233-2%$3.5K$3.3K-$2782026-10-13
Texas Capital Bank Wealth Management Services Inc
INCREASED11,59711,519+78+1%$3.4M$3.2M-$185.3K2026-11-09
Rahlfs Capital, LLC
UNCHANGED11,56311,56300%$3.4M$3.2M-$207.9K2026-10-23
Daymark Wealth Partners, LLC
INCREASED11,51310,314+1,199+12%$3.1M$3.2M+$150.3K2026-11-04
Mcdonald Partners LLC
DECREASED11,42511,470-450%$3.4M$3.2M-$218.8K2026-11-03
Kestra Investment Management, LLC
INCREASED11,3954,537+6,858+151%$1.4M$3.2M+$1.8M2026-11-04
Independent Financial Group, LLC
DECREASED11,38511,428-430%$3.4M$3.2M-$217.6K2026-10-13
Silvant Capital Management LLC
INCREASED11,3739,839+1,534+16%$2.9M$3.2M+$252.8K2026-11-09
VAN Strum & Towne Inc.
DECREASED11,28011,580-300-3%$3.5M$3.2M-$292.2K2026-11-06
Provenance Wealth Advisors, LLC
INCREASED11,22423+11,201+48700%$6.9K$3.1M+$3.1M2026-10-30
Searle & Co.
UNCHANGED11,12311,12300%$3.3M$3.1M-$200.0K2026-11-04
Blue Trust, Inc.
DECREASED11,09311,822-729-6%$3.5M$3.1M-$416.6K2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED11,06410,725+339+3%$3.2M$3.1M-$97.8K2026-11-04
IronBridge Private Wealth, LLC
DECREASED11,01511,065-500%$3.3M$3.1M-$213.0K2026-11-03
Kenora Financial, LLC
DECREASED10,97811,011-330%$3.3M$3.1M-$207.2K2026-10-20
CPC Advisors, LLC
NEW10,939—+10,939——$3.1M—2026-10-21
Symphony Financial, Ltd. Co.
INCREASED10,9139,917+996+10%$2.8M$3.1M+$241.4K2026-10-22
Larson Financial Group LLC
INCREASED10,8428,991+1,851+21%$2.7M$3.0M+$356.7K2026-11-05
Evergreen Capital Management LLC
INCREASED10,75210,087+665+7%$3.0M$3.0M+$4.9K2026-10-23
HF Advisory Group, LLC
INCREASED10,7149,976+738+7%$3.0M$3.0M+$27.5K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED10,6449,580+1,064+11%$2.9M$3.0M+$125.8K2026-11-03
Aaron Wealth Advisors LLC
DECREASED10,62711,298-671-6%$3.4M$3.0M-$391.1K2026-10-13
Marks Group Wealth Management, Inc
INCREASED10,5598,014+2,545+32%$2.4M$3.0M+$568.8K2026-11-05
CoreCap Advisors, LLC
DECREASED10,47512,209-1,734-14%$3.6M$2.9M-$705.1K2026-10-08
Parsons Capital Management Inc
INCREASED10,47510,205+270+3%$3.0M$2.9M-$107.9K2026-10-28
JGP Wealth Management, LLC
DECREASED10,45710,537-80-1%$3.1M$2.9M-$211.7K2026-10-13
Krilogy Financial LLC
INCREASED10,4156,674+3,741+56%$2.0M$2.9M+$944.8K2026-10-13
GAM Holding AG
DECREASED10,40510,669-264-2%$3.2M$2.9M-$265.8K2026-11-03
Deseret Mutual Benefit Administrators
DECREASED10,25310,298-450%$3.1M$2.9M-$197.8K2026-11-04
J.P. Marvel Investment Advisors, LLC
UNCHANGED10,16010,16000%$3.0M$2.8M-$182.7K2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED10,06510,06500%$3.0M$2.8M-$181.0K2026-10-15
Trust Asset Management LLC
UNCHANGED10,04810,04800%$3.0M$2.8M-$180.7K2026-11-03
CX Institutional
DECREASED10,02410,349-325-3%$3.1K$2.8K-$2772026-10-02
Cottage Street Advisors LLC
DECREASED9,92710,204-277-3%$3.0M$2.8M-$262.1K2026-10-19
ProVise Management Group, LLC
DECREASED9,80810,966-1,158-11%$3.3M$2.7M-$521.5K2026-11-06
Boyd Watterson Asset Management LLC
INCREASED9,7349,600+134+1%$2.9M$2.7M-$135.1K2026-11-06
Harbour Investments, Inc.
DECREASED9,71410,720-1,006-9%$3.2M$2.7M-$474.4K2026-11-09
Forvis Mazars Wealth Advisors, LLC
DECREASED9,6889,715-270%$2.9M$2.7M-$182.2K2026-10-13
Ascent Group, LLC
DECREASED9,6679,856-189-2%$2.9M$2.7M-$230.1K2026-10-30
Pictet Bank & Trust Ltd
DECREASED9,63018,000-8,370-46%$5.4M$2.7M-$2.7M2026-10-21
Mount Vernon Associates Inc
DECREASED9,58010,280-700-7%$3.1M$2.7K-$3.1M2026-10-26
Cache Advisors, LLC
INCREASED9,4945,841+3,653+63%$1.7M$2.7M+$918.1K2026-10-16
Parr Mcknight Wealth Management Group, LLC
DECREASED9,4909,799-309-3%$2.9M$2.7M-$262.7K2026-10-30
Mill Capital Management, LLC
UNCHANGED9,4909,49000%$2.8M$2.7M-$170.6K2026-10-26
Perryman Financial Advisory Inc
DECREASED9,4769,649-173-2%$2.9M$2.7M-$222.0K2026-10-16
Trek Financial, LLC
DECREASED9,45917,209-7,750-45%$5.1M$2.6M-$2.5M2026-10-29
Ballast, Inc.
INCREASED9,3908,827+563+6%$2.6M$2.6M-$1.0K2026-10-20
Wedmont Private Capital
INCREASED9,3027,078+2,224+31%$2.2M$2.7M+$476.3K2026-10-09
Bochk Asset Management Ltd
INCREASED9,3006,500+2,800+43%$1.9M$2.6M+$667.4K2026-10-29
Freedom Day Solutions, LLC
DECREASED9,1319,377-246-3%$2.8M$2.6M-$237.4K2026-10-20
Procyon Advisors, LLC
INCREASED9,0678,591+476+6%$2.6M$2.5M-$21.2K2026-10-21
Twelve Points Wealth Management LLC
INCREASED9,0138,353+660+8%$2.5M$2.7M+$221.7K2026-11-03
CMG Global Holdings, LLC
DECREASED8,9799,028-49-1%$2.7M$2.5M-$176.0K2026-10-14
Axxcess Wealth Management, LLC
DECREASED8,97815,310-6,332-41%$4.6M$2.5M-$2.0M2026-10-21
Agate Pass Investment Management, LLC
DECREASED8,97511,620-2,645-23%$3.5M$2.5M-$949.7K2026-10-20
Northcape Wealth Management, LLC
INCREASED8,9498,798+151+2%$2.6M$2.5M-$116.0K2026-11-04
Great Lakes Advisors, LLC
INCREASED8,9428,866+76+1%$2.6M$2.5M-$138.1K2026-11-06
Rareview Capital LLC
NEW8,900—+8,900——$2.5M—2026-11-05
Paradigm Asset Management Co LLC
DECREASED8,8009,800-1,000-10%$2.9M$2.5M-$456.3K2026-11-05
Carnegie Investment Counsel
DECREASED8,7889,044-256-3%$2.7M$2.5M-$234.3K2026-10-20
Victory Financial Group, LLC
INCREASED8,6818,551+130+2%$2.5M$2.4M-$117.6K2026-10-27
Eukles Asset Management
INCREASED8,6678,656+11+0%$2.6M$2.4M-$152.5K2026-11-04
Fisher Asset Management, LLC
INCREASED8,6428,388+254+3%$2.5M$2.4M-$79.9K2026-11-06
Fire Capital Management LLC
INCREASED8,6403,600+5,040+140%$1.1M$2.4M+$1.3M2026-10-27
Annis Gardner Whiting Capital Advisors, LLC
DECREASED8,63310,443-1,810-17%$3.1M$2.4M-$694.7K2026-11-09
Ascentis Independent Advisors
NEW8,627—+8,627——$2.4M—2026-11-03
Mainstay Capital Management LLC
INCREASED8,5828,101+481+6%$2.4M$2.4M-$10.9K2026-11-09
Compound Planning, Inc.
INCREASED8,5057,961+544+7%$2.4M$2.4M+$9.3K2026-11-09
Cigna Investments Inc
DECREASED8,5028,574-72-1%$2.6M$2.4K-$2.6M2026-10-19
Marco Investment Management LLC
DECREASED8,4898,589-100-1%$2.6M$2.4M-$182.4K2026-11-09
Zions Bancorporation, National Association
DECREASED8,46311,956-3,493-29%$3.6M$2.4M-$1.2M2026-11-06
Adell Harriman & Carpenter Inc
INCREASED8,4297,880+549+7%$2.3M$2.4M+$12.1K2026-11-02
Ridgewood Investments LLC
DECREASED8,4179,249-832-9%$2.8M$2.4M-$399.3K2026-10-05
Smithfield Trust Co
INCREASED8,3218,263+58+1%$2.5M$2.3K-$2.5M2026-11-09
Nicholson Wealth Management Group, LLC
DECREASED8,3119,764-1,453-15%$2.9M$2.3M-$582.5K2026-11-09
Summit Global Investments
INCREASED8,3075,851+2,456+42%$1.7M$2.3K-$1.7M2026-10-28
Granite Group Advisors, LLC
DECREASED8,2979,922-1,625-16%$3.0M$2.3M-$633.5K2026-10-14
Brady Martz Wealth Solutions, LLC
DECREASED8,2619,243-982-11%$2.8M$2.3M-$441.1K2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED8,2488,288-400%$2.5M$2.3M-$160.2K2026-11-03
Chicago Trust Co NA
INCREASED8,2407,885+355+5%$2.4M$2.3M-$42.3K2026-10-28
Montag A & Associates Inc
INCREASED8,1698,063+106+1%$2.4M$2.3M-$115.4K2026-10-29
Salem Investment Counselors Inc
UNCHANGED8,1508,15000%$2.4M$2.3M-$146.4K2026-10-13
Simplicity Wealth,LLC
INCREASED8,1307,760+370+5%$2.3M$2.3M-$36.0K2026-10-23
Archford Capital Strategies, LLC
INCREASED8,1158,040+75+1%$2.4M$2.3M-$123.5K2026-10-19
Neville Rodie & Shaw Inc
UNCHANGED8,1158,11500%$2.4K$2.3K-$1462026-10-05
Soltis Investment Advisors LLC
INCREASED8,0963,257+4,839+149%$970.9K$2.3M+$1.3M2026-10-28
Ascent Wealth Partners, LLC
INCREASED8,0957,934+161+2%$2.4M$2.3M-$97.5K2026-10-23
Spirit of America Management Corp
UNCHANGED8,0008,00000%$2.4M$2.2M-$143.8K2026-10-14
MCF Advisors LLC
INCREASED7,9957,831+164+2%$2.3M$2.2M-$94.9K2026-10-28
Gryphon Financial Partners LLC
INCREASED7,9067,733+173+2%$2.3M$2.2M-$90.7K2026-11-04
Greenfield Savings Bank
UNCHANGED7,8837,88300%$2.3M$2.2M-$141.7K2026-10-07
SeaBridge Investment Advisors LLC
INCREASED7,8497,122+727+10%$2.1M$2.2M+$75.6K2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED7,8067,80600%$2.3M$2.2M-$140.4K2026-10-13
Integrity Alliance, Llc.
DECREASED7,7768,557-781-9%$2.6M$2.2M-$372.5K2026-10-29
Curbstone Financial Management Corp
DECREASED7,6827,832-150-2%$2.3M$2.2M-$182.8K2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED7,6384,101+3,537+86%$1.2M$2.1K-$1.2M2026-10-19
Independence Bank of Kentucky
INCREASED7,6347,259+375+5%$2.2M$2.1M-$25.5K2026-10-26
Beacon Bank & Trust
DECREASED7,6288,709-1,081-12%$2.6M$2.1M-$459.4K2026-10-27
Kanawha Capital Management LLC
DECREASED7,5857,760-175-2%$2.3M$2.1M-$188.5K2026-10-19
Steel Grove Capital Advisors, LLC
DECREASED7,5729,148-1,576-17%$2.7M$2.1M-$605.9K2026-10-13
Burney Co/
INCREASED7,5565,470+2,086+38%$1.6M$2.1M+$485.9K2026-10-15
Hartford Financial Management Inc.
DECREASED7,5517,577-260%$2.3M$2.1M-$143.5K2026-10-21
Range Financial Group LLC
INCREASED7,5374,402+3,135+71%$1.3M$2.1M+$799.0K2026-10-21
ANB Bank
DECREASED7,5347,984-450-6%$2.4M$2.1M-$269.6K2026-10-09
Worth Asset Management, LLC
DECREASED7,5138,155-642-8%$2.4M$2.1M-$326.4K2026-10-07
Paragon Capital Management Ltd
DECREASED7,5067,528-220%$2.2M$2.1M-$141.6K2026-10-09
VestGen Advisors, LLC
DECREASED7,49713,191-5,694-43%$3.9M$2.1M-$1.8M2026-10-27
Sendero Wealth Management, LLC
DECREASED7,4357,901-466-6%$2.4M$2.1M-$272.6K2026-10-14
Legacy Wealth Asset Management, LLC
DECREASED7,40810,790-3,382-31%$3.2M$2.1M-$1.1M2026-10-09
Covenant Asset Management, LLC
DECREASED7,3847,480-96-1%$2.2M$2.1M-$161.4K2026-10-14
Asset Dedication, LLC
DECREASED7,3837,529-146-2%$2.2M$2.1M-$176.3K2026-11-03
Confluence Wealth Services, Inc.
DECREASED7,3687,427-59-1%$2.2M$2.1M-$150.1K2026-11-05
Geneos Wealth Management Inc.
INCREASED7,3296,221+1,108+18%$1.9M$2.1M+$198.5K2026-11-09
Burford Brothers, Inc.
DECREASED7,2787,294-160%$2.2M$2.0M-$135.9K2026-10-21
Convergence Investment Partners, LLC
DECREASED7,2727,379-107-1%$2.2M$2.0M-$162.6K2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED7,2397,232+7+0%$2.2M$2.0M-$128.1K2026-10-27
Garner Asset Management Corp
DECREASED7,2297,501-272-4%$2.2M$2.2M-$80.5K2026-10-30
Hilltop National Bank
DECREASED7,2137,467-254-3%$2.2M$2.0M-$205.4K2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED7,1856,681+504+8%$2.0M$2.0M+$21.2K2026-10-08
Advisor OS, LLC
DECREASED7,1418,893-1,752-20%$2.7M$2.0M-$650.6K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED7,1256,216+909+15%$1.9M$2.0M+$142.8K2026-10-13
Andrews Advisory Associates, LLC
DECREASED7,1237,516-393-5%$2.2M$2.0M-$245.3K2026-10-15
Catalyst Financial Partners LLC
INCREASED7,1217,118+3+0%$2.1M$2.0M-$127.1K2026-11-06
Board of the Pension Protection Fund
NEW7,100—+7,100——$2.0M—2026-11-09
Private Trust Co NA
INCREASED7,0786,996+82+1%$2.1M$2.0M-$102.7K2026-10-20
Pinnacle West Asset Management, Inc.
DECREASED7,0507,225-175-2%$2.2M$2.0K-$2.2M2026-11-09
Delta Financial Advisors LLC
INCREASED7,0156,760+255+4%$2.0M$2.0M-$50.1K2026-10-27
Fisher Funds Management LTD
UNCHANGED7,0007,00000%$2.1M$2.0M-$125.9K2026-10-13
Insight Wealth Partners, LLC
INCREASED6,9775,469+1,508+28%$1.6M$2.0M+$324.0K2026-10-26
Moors & Cabot, Inc.
INCREASED6,9495,501+1,448+26%$1.6M$1.9M+$306.9K2026-11-06
Center for Wealth Management Advisory
NEW6,917—+6,917——$1.9M—2026-10-23
BAR Harbor Wealth Management
DECREASED6,8737,203-330-5%$2.1M$1.9M-$221.9K2026-10-21
Wealth Management Nebraska
INCREASED6,8436,810+33+0%$2.0M$1.9M-$113.3K2026-10-26
BG Investment Services, LLC
NEW6,787—+6,787——$1.9M—2026-10-23
Annex Advisory Services, LLC
DECREASED6,7846,857-73-1%$2.0M$1.9M-$143.8K2026-10-16
Exchange Bank
UNCHANGED6,7796,77900%$2.0M$1.9M-$121.9K2026-10-07
Taylor Frigon Capital Management LLC
INCREASED6,7496,660+89+1%$2.0M$1.9M-$94.8K2026-10-23
Lee Financial Co
DECREASED6,7406,754-140%$2.0M$1.9M-$125.4K2026-10-16
Pathway Financial Advisers, LLC
DECREASED6,6927,046-354-5%$2.1M$1.9M-$225.9K2026-10-27
Mitchell Sinkler & Starr
INCREASED6,6696,580+89+1%$2.0M$1.9M-$93.4K2026-10-13
Kornitzer Capital Management Inc
DECREASED6,6157,525-910-12%$2.2M$1.9M-$390.2K2026-11-03
Physicians Financial Services, Inc.
UNCHANGED6,5996,59900%$2.0M$1.8K-$2.0M2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED6,5945,897+697+12%$1.8M$1.8M+$88.8K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED6,5806,536+44+1%$1.9M$1.8M-$105.2K2026-10-23
Alta Advisers Ltd
INCREASED6,5343,615+2,919+81%$1.1M$1.8M+$752.6K2026-11-02
Creative Financial Designs Inc
DECREASED6,5197,557-1,038-14%$2.3M$1.8M-$426.7K2026-11-04
GS Investments, Inc.
UNCHANGED6,5036,50300%$1.9M$1.8M-$116.9K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED6,5026,481+21+0%$1.9M$1.8M-$110.6K2026-10-27
Aries Wealth Management
UNCHANGED6,4826,48200%$1.9M$1.8M-$116.5K2026-10-23
Sanders Morris Harris LLC
INCREASED6,471777+5,694+733%$231.6K$1.8M+$1.6M2026-10-14
LVW Advisors, LLC
INCREASED6,4402,428+4,012+165%$723.7K$1.8M+$1.1M2026-10-19
PDS Planning, Inc
DECREASED6,4336,661-228-3%$2.0M$1.8M-$183.6K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED6,4271,336+5,091+381%$397.9K$1.8M+$1.4M2026-10-14
Accurate Wealth Management, LLC
DECREASED6,3946,517-123-2%$2.0M$1.8M-$191.3K2026-10-20
Carret Asset Management, LLC
UNCHANGED6,3686,36800%$1.9M$1.8M-$114.5K2026-11-04
Elevatus Welath Management
INCREASED6,3264,717+1,609+34%$1.4M$1.8M+$366.3K2026-10-19
Vectors Research Management, LLC
INCREASED6,3196,284+35+1%$1.9M$1.8M-$103.2K2026-11-09
Valeo Financial Advisors, LLC
DECREASED6,3126,555-243-4%$2.0M$1.8M-$185.9K2026-10-08
Fulton Bank, N.A.
DECREASED6,2696,369-100-2%$1.9M$1.8M-$142.5K2026-10-14
Courier Capital LLC
DECREASED6,25013,152-6,902-52%$3.9M$1.8M-$2.2M2026-10-19
Beverly Hills Private Wealth, LLC
INCREASED6,2414,410+1,831+42%$1.3M$1.7M+$433.6K2026-11-04
Guidance Capital, Inc
DECREASED6,2346,299-65-1%$1.8M$1.9M+$48.3K2026-11-03
Chesapeake Wealth Management
DECREASED6,2166,330-114-2%$1.9M$1.7M-$145.7K2026-11-09
Glenview Trust Co
DECREASED6,1686,539-371-6%$1.9M$1.7M-$221.5K2026-10-28
Fulcrum Asset Management LLP
INCREASED6,1535,967+186+3%$1.7M$1.7M+$29.8K2026-11-04
Lanark Financial, Inc.
DECREASED6,1436,673-530-8%$2.0M$1.7M-$268.7K2026-10-26
MTM Investment Management, LLC
UNCHANGED6,1426,14200%$1.8M$1.7M-$110.4K2026-10-30
Meridian Wealth Management, LLC
INCREASED6,1395,864+275+5%$1.7M$1.7M-$28.3K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED6,1304,489+1,641+37%$1.3M$1.7M+$379.1K2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED6,1086,133-250%$1.8M$1.7M-$117.3K2026-10-28
Klingman & Associates, LLC
INCREASED6,0984,677+1,421+30%$1.4M$1.7M+$313.9K2026-10-20
Money Concepts Capital Corp
INCREASED6,0955,865+230+4%$1.7M$1.7M-$41.0K2026-11-06
Emerald Advisors, LLC
DECREASED6,0876,935-848-12%$2.1M$1.7M-$362.4K2026-10-13
Iowa State Bank
DECREASED6,0826,303-221-4%$1.9M$1.7M-$175.2K2026-10-06
Westwind Capital
DECREASED6,0716,235-164-3%$1.9K$1.7K-$1582026-10-08
Everhart Financial Group, Inc.
INCREASED6,0635,873+190+3%$1.8M$1.7M-$52.4K2026-10-08
Moody National Bank Trust Division
INCREASED6,0636,024+39+1%$1.8M$1.7M-$97.4K2026-10-06
Goelzer Investment Management, Inc.
INCREASED6,052952+5,100+536%$283.8K$1.7M+$1.4M2026-10-16
USA Financial Formulas
NEW6,042—+6,042——$1.7M—2026-10-16
Verdence Capital Advisors LLC
DECREASED6,0266,128-102-2%$1.8M$1.7M-$138.7K2026-10-26
Eads & Heald Wealth Management
INCREASED5,9955,949+46+1%$1.8M$1.7M-$94.1K2026-10-29
Kepler Cheuvreux (Suisse) SA
DECREASED5,9587,135-1,177-16%$2.1M$1.7M-$458.0K2026-10-20
Trust Co of Toledo NA
DECREASED5,9426,568-626-10%$2.0M$1.7M-$293.4K2026-10-16
Winch Advisory Services, LLC
DECREASED5,9306,077-147-2%$1.8M$1.7M-$150.3K2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED5,9106,089-179-3%$1.8M$1.7M-$159.6K2026-10-05
Portside Wealth Group, LLC
INCREASED5,8775,663+214+4%$1.7M$1.6M-$41.9K2026-10-20
Diversified Management Inc
INCREASED5,8624,231+1,631+39%$1.3M$1.6M+$380.8K2026-10-08
Contravisory Investment Management, Inc.
INCREASED5,8315,008+823+16%$1.5M$1.6M+$140.5K2026-10-13
Foundation Wealth Management, LLC
NEW5,830—+5,830——$1.6M—2026-10-22
Angeles Wealth Management, LLC
INCREASED5,8195,328+491+9%$1.6M$1.6M+$41.7K2026-10-26
Nova R Wealth, Inc.
INCREASED5,8065,795+11+0%$1.7M$1.6M-$101.0K2026-10-26
Arjuna Capital
DECREASED5,7875,893-106-2%$1.8M$1.6M-$135.6K2026-11-03
Supplemental Annuity Collective Trust of NJ
DECREASED5,7785,837-59-1%$1.7M$1.6M-$121.5K2026-11-02
Penobscot Investment Management Company, Inc.
UNCHANGED5,7725,77200%$1.7M$1.6M-$103.8K2026-10-26
Summit Financial Strategies, Inc.
UNCHANGED5,7695,76900%$1.7M$1.6M-$103.7K2026-10-14
United Asset Strategies, Inc.
DECREASED5,7596,196-437-7%$1.8M$1.6M-$233.8K2026-10-28
Meridian Wealth Partners, LLC
DECREASED5,7576,030-273-5%$1.8M$1.6M-$184.9K2026-11-09
Measured Risk Portfolios, Inc.
INCREASED5,7475,056+691+14%$1.5M$1.6M+$102.5K2026-10-21
Alpine Bank Wealth Management
DECREASED5,7445,834-90-2%$1.7M$1.6M-$130.1K2026-10-16
Legacy Financial Advisors, Inc.
INCREASED5,7445,715+29+1%$1.7M$1.6M-$94.5K2026-11-09
Autumn Glory Partners, LLC
INCREASED5,6755,671+4+0%$1.7M$1.6M-$101.0K2026-10-26
Stackstone Wealth, LLC
NEW5,626—+5,626——$1.6M—2026-10-19
Premier Path Wealth Partners, LLC
DECREASED5,6025,618-160%$1.7M$1.6M-$105.5K2026-10-16
Pictet North America Advisors SA
UNCHANGED5,6005,60000%$1.7M$1.6M-$100.7K2026-10-21
Financial Security Advisor, Inc.
DECREASED5,5715,719-148-3%$1.7M$1.6M-$144.4K2026-11-03
XXI Wealth, LLC
INCREASED5,5644,951+613+12%$1.5M$1.6M+$82.7K2026-10-22
Virginia Retirement Systems ET Al
UNCHANGED5,5005,50000%$1.6M$1.5M-$98.9K2026-10-28
SouthState Bank Corp
INCREASED5,4985,205+293+6%$1.6M$1.5M-$11.5K2026-11-09
Value Partners Investments Inc.
INCREASED5,4875,299+188+4%$1.6M$1.5M-$35.5K2026-10-19
CFM Wealth Partners LLC
UNCHANGED5,4745,47400%$1.6M$1.5M-$98.4K2026-11-05
Legacy Capital Wealth Partners, LLC
INCREASED5,4705,371+99+2%$1.6M$1.5M-$68.8K2026-10-21
Beese Fulmer Investment Management, Inc.
DECREASED5,4455,640-195-3%$1.7M$1.5M-$155.9K2026-10-23
EPG Wealth Management LLC
INCREASED5,4435,371+72+1%$1.6M$1.5M-$76.3K2026-11-03
Strengthening Families & Communities, LLC
INCREASED5,4425,277+165+3%$1.6M$1.5M-$48.8K2026-10-21
Wynn Capital, LLC
DECREASED5,3875,392-50%$1.6M$1.5M-$98.3K2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED5,3865,650-264-5%$1.7M$1.5M-$175.5K2026-10-19
EagleClaw Capital Managment, LLC
DECREASED5,3656,015-650-11%$1.8M$1.5M-$290.2K2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED5,3635,332+31+1%$1.6M$1.5M-$87.2K2026-10-30
Alliance Wealth Advisors, LLC
DECREASED5,3056,237-932-15%$1.9M$1.5M-$373.2K2026-10-28
Guinness Atkinson Asset Management Inc
UNCHANGED5,2755,27500%$1.6M$1.5M-$94.8K2026-11-05
S-Bank Fund Management Ltd
INCREASED5,2685,012+256+5%$1.5M$1.5M-$18.4K2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED5,2665,353-87-2%$1.6M$1.5M-$120.6K2026-10-13
Fragasso Financial Advisors Inc
INCREASED5,2562,019+3,237+160%$601.7K$1.5M+$889.6K2026-10-13
Wealth Architects, LLC
INCREASED5,2544,810+444+9%$1.4M$1.5M+$37.9K2026-11-03
True North Advisors, LLC
DECREASED5,2395,353-114-2%$1.6M$1.5M-$128.2K2026-10-22
Parcion Private Wealth LLC
INCREASED5,2352,442+2,793+114%$727.9K$1.5M+$738.4K2026-10-28
Cypress Wealth Services, LLC
DECREASED5,2325,715-483-8%$1.7M$1.6M-$148.4K2026-10-21
denkapparat Operations GmbH
INCREASED5,2282,478+2,750+111%$738.6K$1.5M+$725.7K2026-11-09
Lowe Brockenbrough & Co Inc
UNCHANGED5,2245,22400%$1.6M$1.5M-$93.9K2026-11-09
71 West Capital Partners
INCREASED5,2145,209+5+0%$1.6M$1.5M-$92.3K2026-11-04
American National Bank & Trust
DECREASED5,2085,235-27-1%$1.6M$1.5M-$101.7K2026-10-07
Sentry LLC
UNCHANGED5,2025,20200%$1.6M$1.5M-$93.5K2026-10-30
Lebenthal Global Advisors, LLC
INCREASED5,1774,804+373+8%$1.4M$1.4M+$17.8K2026-10-28
NBT Bank, N.A.
DECREASED5,1725,225-53-1%$1.6M$1.4M-$108.8K2026-10-21
Gimbal Financial
UNCHANGED5,1625,16200%$1.5M$1.4M-$92.8K2026-10-19
Axxion S.A.
INCREASED5,1335,053+80+2%$1.5M$1.4M-$68.4K2026-10-22
Portfolio Design Labs, LLC
INCREASED5,1195,010+109+2%$1.5M$1.4M-$59.5K2026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED5,1125,000+112+2%$1.5M$1.4M-$58.4K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED5,0844,569+515+11%$1.4M$1.4M+$62.0K2026-10-21
Paulson Wealth Management Inc.
DECREASED5,0585,240-182-3%$1.6M$1.4M-$145.2K2026-11-02
CWC Advisors, Llc.
INCREASED5,0454,974+71+1%$1.5M$1.4M-$69.5K2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED5,0424,915+127+3%$1.5M$1.4M-$52.7K2026-10-09
Corda Investment Management, Llc.
INCREASED5,0404,774+266+6%$1.4M$1.4M-$11.5K2026-10-22
Nippon Life Global Investors Americas, Inc.
UNCHANGED5,0305,03000%$1.5M$1.4M-$90.4K2026-10-29
Curat Global, LLC
INCREASED4,9601,960+3,000+153%$237.7K$1.4M+$1.2M2026-10-26
Sowell Financial Services LLC
INCREASED4,9504,612+338+7%$1.4M$1.4M+$11.5K2026-10-23
Community Bank of Raymore
UNCHANGED4,9454,94500%$1.5M$1.4M-$88.9K2026-10-23
M Holdings Securities, Inc.
NEW4,931—+4,931——$1.4K—2026-11-03
M&G Plc
DECREASED4,9288,223-3,295-40%$2.5M$1.4M-$1.1M2026-11-04
Verity Asset Management, Inc.
DECREASED4,9014,953-52-1%$1.5M$1.4M-$103.8K2026-10-30
TCI Wealth Advisors, Inc.
INCREASED4,8904,857+33+1%$1.4M$1.4M-$78.1K2026-10-30
Optas, LLC
INCREASED4,8854,779+106+2%$1.4M$1.4M-$56.2K2026-11-09
Waters Parkerson & Co., LLC
UNCHANGED4,8794,87900%$1.5M$1.4M-$87.7K2026-11-04
Piscataqua Savings Bank
DECREASED4,8684,918-50-1%$1.5M$1.4M-$102.5K2026-10-21
Avestar Capital, LLC
INCREASED4,8284,460+368+8%$1.3M$1.4M+$22.8K2026-10-28
Beaumont Financial Advisors, LLC
DECREASED4,8234,827-40%$1.4M$1.4M-$88.0K2026-10-22
AGF Management LTD
INCREASED4,8134,019+794+20%$1.2M$1.3M+$150.1K2026-11-03
3Chopt Investment Partners, LLC
INCREASED4,7854,110+675+16%$1.2M$1.3M+$115.2K2026-10-30
Avior Wealth Management, LLC
INCREASED4,7654,694+71+2%$1.4M$1.3M-$64.5K2026-10-13
Nations Financial Group Inc,
INCREASED4,7524,604+148+3%$1.4M$1.3M-$41.6K2026-11-05
Linscomb Wealth, Inc.
DECREASED4,7514,768-170%$1.4M$1.3M-$90.5K2026-11-05
Rossmore Private Capital
DECREASED4,7484,874-126-3%$1.5M$1.3M-$122.9K2026-10-27
Garde Capital, Inc.
DECREASED4,7384,745-70%$1.4M$1.3M-$87.3K2026-10-29
Joel Isaacson & Co., LLC
INCREASED4,6914,510+181+4%$1.3M$1.3M-$30.4K2026-11-05
BXM Wealth LLC
UNCHANGED4,6754,67500%$1.4M$1.3M-$84.1K2026-11-03
Foguth Wealth Management, Llc.
INCREASED4,6644,601+63+1%$1.3M$1.3M-$17.5K2026-10-19
Cidel Asset Management Inc
UNCHANGED4,6604,66000%$1.4M$1.3M-$83.8K2026-10-29
Mechanics Bank Trust Department
DECREASED4,6464,696-50-1%$1.4M$1.3M-$98.4K2026-10-13
Curated Wealth Partners LLC
INCREASED4,6352,666+1,969+74%$794.7K$1.3M+$503.6K2026-10-15
Natural Investments, LLC
INCREASED4,6314,451+180+4%$1.3M$1.3M-$28.9K2026-11-06
Hunter Associates Investment Management LLC
INCREASED4,6173,624+993+27%$1.1M$1.3K-$1.1M2026-10-26
Quent Capital, LLC
INCREASED4,6154,479+136+3%$1.3M$1.3M-$54.8K2026-11-09
Burton Enright Welch
INCREASED4,5991,227+3,372+275%$365.7K$1.3M+$922.4K2026-11-04
KMG Fiduciary Partners, LLC
DECREASED4,5934,689-96-2%$1.4M$1.3M-$111.4K2026-10-14
Childress Capital Advisors, LLC
INCREASED4,5683,982+586+15%$1.2M$1.3M+$92.5K2026-10-28
Strategic Blueprint, LLC
INCREASED4,5524,437+115+3%$1.3M$1.3M-$47.5K2026-10-22
KPP Advisory Services LLC
DECREASED4,5385,181-643-12%$1.5M$1.3M-$273.3K2026-10-26
Lmcg Investments, LLC
INCREASED4,5124,401+111+3%$1.3M$1.3M-$48.0K2026-10-21
Little House Capital LLC
INCREASED4,4662,997+1,469+49%$893.4K$1.3M+$357.6K2026-11-06
Inspirion Wealth Advisors, LLC
UNCHANGED4,4624,46200%$1.3M$1.2M-$81.7K2026-10-09
Modera Wealth Management, LLC
INCREASED4,4504,036+414+10%$1.2M$1.2M+$43.5K2026-10-28
ICW Investment Advisors LLC
DECREASED4,4444,575-131-3%$1.4M$1.2M-$118.8K2026-10-27
Parkside Financial Bank & Trust
DECREASED4,3974,543-146-3%$1.4M$1.2M-$122.6K2026-10-27
Financial Management Professionals, Inc.
DECREASED4,3914,518-127-3%$1.3M$1.2M-$116.8K2026-10-23
Trust Point Inc.
DECREASED4,3845,520-1,136-21%$1.6M$1.2M-$417.4K2026-10-27
Petros Family Wealth, LLC
INCREASED4,3843,993+391+10%$1.2M$1.2M+$37.8K2026-10-28
MBL Wealth, LLC
INCREASED4,3761,640+2,736+167%$488.8K$1.2M+$736.8K2026-10-22
Florida Financial Advisors, LLC
INCREASED4,3764,047+329+8%$1.2M$1.2M+$19.3K2026-11-09
Avanza Fonder AB
UNCHANGED4,3654,36500%$1.3M$1.2M-$78.5K2026-10-13
Creekside Partners
INCREASED4,3621,962+2,400+122%$584.8K$1.2M+$636.9K2026-11-04
Radnor Capital Management, LLC
UNCHANGED4,3454,34500%$1.3M$1.2M-$78.1K2026-10-23
Smart Wealth LLC
INCREASED4,3221,810+2,512+139%$539.6K$1.2M+$670.9K2026-11-04
Nilsine Partners, LLC
INCREASED4,3173,824+493+13%$1.1M$1.2M+$69.3K2026-11-02
Platform Technology Partners
DECREASED4,3014,398-97-2%$1.3M$1.2M-$106.2K2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED4,2984,423-125-3%$1.3M$1.2M-$114.5K2026-10-05
Rosenberg Matthew Hamilton
INCREASED4,2921,304+2,988+229%$388.7K$1.2M+$813.5K2026-10-05
Bigelow Investment Advisors, LLC
DECREASED4,2684,295-27-1%$1.3M$1.2M-$84.8K2026-10-13
Summit Financial Wealth Advisors, LLC
DECREASED4,2654,375-110-3%$1.3M$1.2M-$109.5K2026-10-15
Focus Financial Network, Inc.
INCREASED4,2424,105+137+3%$1.2M$1.2M-$35.2K2026-10-14
Braun Stacey Associates Inc
UNCHANGED4,2254,22500%$1.3M$1.2M-$76.0K2026-10-19
Benin Management Corp
UNCHANGED4,2004,20000%$1.3M$1.2M-$75.5K2026-10-22
Auxano Advisors, LLC
DECREASED4,1924,373-181-4%$1.3M$1.2M-$129.5K2026-11-06
Acumen Wealth Advisors, LLC
DECREASED4,1904,381-191-4%$1.3M$1.2M-$132.3K2026-11-05
SAX Wealth Advisors, LLC
INCREASED4,1662,760+1,406+51%$535.8K$1.2M+$631.2K2026-10-13
RMR Wealth Builders
DECREASED4,1644,419-255-6%$1.3M$1.2M-$151.0K2026-10-22
Mindset Wealth Management, LLC
INCREASED4,1634,112+51+1%$1.2M$1.2M-$59.7K2026-10-19
Silver OAK Securities, Incorporated
DECREASED4,1584,394-236-5%$1.3M$1.2M-$156.6K2026-11-09
Bank of New Hampshire
UNCHANGED4,1414,14100%$1.2M$1.2M-$74.5K2026-10-06
Wealth Enhancement Trust Services, Inc.
INCREASED4,1223,102+1,020+33%$924.6K$1.2M+$229.9K2026-10-07
JFS Wealth Advisors, LLC
DECREASED4,1174,120-30%$1.2M$1.2M-$74.9K2026-11-03
Proathlete Wealth Management LLC
INCREASED4,1063,884+222+6%$1.2M$1.2M-$7.6K2026-10-15
Everett Harris & Co
DECREASED4,1064,301-195-5%$1.3M$1.2M-$131.9K2026-10-28
Grove Bank & Trust
DECREASED4,0866,668-2,582-39%$2.0M$1.1M-$843.1K2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED4,0773,283+794+24%$978.6K$1.1M+$163.4K2026-10-23
Gibbs Wealth Management
INCREASED4,0653,212+853+27%$957.5K$1.1M+$181.2K2026-10-22
Clear Trail Advisors, LLC
UNCHANGED4,0594,05900%$1.2M$1.1M-$73.0K2026-10-20
Triad Wealth Partners, LLC
DECREASED4,0474,084-37-1%$1.1M$1.1M+$34.8K2026-10-26
Salvus Wealth Management, LLC
DECREASED4,0474,065-180%$1.2M$1.1M-$78.1K2026-10-13
QTR Family Wealth, LLC
INCREASED4,0243,983+41+1%$1.2M$1.1M-$60.0K2026-11-02
Gratus Wealth Advisors, LLC
DECREASED4,0124,063-51-1%$1.2M$1.1M-$87.3K2026-10-26
Conning Inc.
DECREASED4,0024,076-74-2%$1.2M$1.1M-$94.0K2026-10-27
Flagship Harbor Advisors, LLC
DECREASED3,9844,083-99-2%$1.2M$1.1M-$101.3K2026-10-26
Quadcap Wealth Management, LLC
INCREASED3,9683,886+82+2%$1.2M$1.1M-$46.9K2026-11-02
Outlook Wealth Advisors, LLC
INCREASED3,9203,765+155+4%$1.1M$1.1M-$24.3K2026-10-28
Oslo Pensjonsforsikring AS
UNCHANGED3,8983,89800%$1.2M$1.1M-$70.1K2026-10-15
Whalen Wealth Management Inc.
INCREASED3,8483,548+300+8%$1.1M$1.1M+$20.2K2026-10-08
Chicago Capital, LLC
UNCHANGED3,8473,84700%$1.1M$1.1M-$69.2K2026-10-13
Manchester Capital Management LLC
DECREASED3,8123,865-53-1%$1.2M$1.1M-$84.3K2026-10-22
Donoghue Forlines LLC
INCREASED3,8062,782+1,024+37%$829.2K$1.1M+$236.8K2026-11-02
Aprio Wealth Management, LLC
INCREASED3,7973,544+253+7%$1.1M$1.1M+$6.9K2026-10-28
Crescent Sterling, Ltd.
INCREASED3,7753,453+322+9%$1.0M$1.1M+$28.1K2026-10-16
BankPlus Wealth Management LLC
INCREASED3,7703,721+49+1%$1.1M$1.1M-$53.2K2026-10-13
Ground Swell Capital, LLC
NEW3,764—+3,764——$1.1M—2026-11-09
Aviance Capital Partners, LLC
INCREASED3,7543,718+36+1%$1.1M$1.1M-$56.8K2026-10-29
Migdal Insurance & Financial Holdings Ltd.
NEW3,732—+3,732——$1.0M—2026-11-09
Eastern Bank
INCREASED3,7293,629+100+3%$1.1M$1.0M-$37.2K2026-10-05
HBK Sorce Advisory LLC
DECREASED3,7134,486-773-17%$1.2M$1.0M-$213.1K2026-11-06
Argyle Capital Management, LLC
UNCHANGED3,7003,70000%$1.1M$1.0M-$66.5K2026-10-28
Emprise Bank
UNCHANGED3,6953,69500%$1.1M$1.0M-$66.4K2026-10-07
Focused Alpha, LLC
DECREASED3,6865,631-1,945-35%$1.7M$1.0M-$645.9K2026-10-20
Wolff Wiese Magana LLC
INCREASED3,6863,669+17+0%$1.1M$1.0M-$61.2K2026-10-15
E&G Advisors, LLC
UNCHANGED3,6663,66600%$1.1M$1.0M-$65.9K2026-10-13
V-Square Quantitative Management LLC
INCREASED3,6573,376+281+8%$1.0M$1.0M+$18.0K2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED3,6563,511+145+4%$1.0M$1.0M-$22.7K2026-10-15
KCM Investment Advisors LLC
UNCHANGED3,6523,65200%$1.1M$1.0M-$65.6K2026-10-27
Altus Wealth Group LLC
DECREASED3,6333,731-98-3%$1.1M$1.0M-$94.5K2026-10-20
Great Diamond Partners, LLC
DECREASED3,6303,636-60%$1.1M$1.0M-$67.1K2026-10-13
Allen Investment Management, LLC
UNCHANGED3,6273,62700%$1.1M$1.0M-$65.2K2026-11-03
Ifrah Financial Services, Inc.
DECREASED3,6133,828-215-6%$1.1M$1.0M-$128.8K2026-10-13
Cambiar Investors LLC
DECREASED3,604143,704-140,100-97%$42.8M$1.0M-$41.8M2026-11-04
Thompson Siegel & Walmsley LLC
INCREASED3,5851,586+1,999+126%$473.0K$1.0K-$472.0K2026-11-05
Prairie Advisory, LLC
DECREASED3,5724,496-924-21%$1.3M$1.0M-$339.4K2026-10-19
Aspen Investment Management Inc
UNCHANGED3,5413,54100%$1.1K$992-$632026-11-05
J. Team Financial, Inc.
INCREASED3,5233,489+34+1%$1.0M$986.6K-$53.3K2026-11-03
Investment Advisory Services Inc
INCREASED3,4953,493+2+0%$1.0M$978.8K-$62.3K2026-10-27
Arrow Financial Corp
DECREASED3,4823,559-77-2%$1.1M$975.3K-$85.6K2026-10-26
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED3,4605,660-2,200-39%$1.7M$969.1K-$717.2K2026-10-21
Diversified Enterprises, LLC
INCREASED3,4513,390+61+2%$1.0M$966.7K-$43.9K2026-10-19
Heritage Family Offices, LLP
DECREASED3,4424,451-1,009-23%$1.3M$964.1K-$362.6K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED3,4343,431+3+0%$1.0M$961.8K-$60.9K2026-11-04
Alessandra Capital Management, LLC
DECREASED3,4273,479-52-1%$1.0M$959.9K-$77.1K2026-10-30
Equitable Trust Co
DECREASED3,4053,580-175-5%$1.1M$953.7K-$113.4K2026-10-13
Tred Avon Family Wealth, LLC
DECREASED3,3883,436-48-1%$1.0M$948.8K-$75.2K2026-10-20
Ipsen Advisor Group LLC
DECREASED3,3783,425-47-1%$1.0M$946.2K-$74.7K2026-10-29
Dorato Capital Management
INCREASED3,3772,960+417+14%$921.9K$975.9K+$54.0K2026-10-08
Altfest L J & Co Inc
NEW3,373—+3,373——$944.7K—2026-10-27
HighPoint Advisor Group LLC
INCREASED3,3693,137+232+7%$935.0K$943.6K+$8.6K2026-11-09
Allen Capital Group, LLC
DECREASED3,3613,558-197-6%$1.1M$941.4K-$119.2K2026-10-27
Simon Quick Advisors, LLC
INCREASED3,3352,042+1,293+63%$608.7K$934.1K+$325.5K2026-10-26
First Affirmative Financial Network
NEW3,322—+3,322——$930.3K—2026-10-21
Greenspring Advisors, LLC
INCREASED3,3121,647+1,665+101%$490.9K$927.7K+$436.7K2026-11-05
Keudell ison Wealth Management
DECREASED3,3094,331-1,022-24%$1.3M$926.8K-$364.1K2026-10-16
Midland Wealth Advisors, LLC
DECREASED3,2884,281-993-23%$1.3M$920.9K-$355.1K2026-10-26
Laurel Wealth Advisors LLC
DECREASED3,2663,272-60%$975.3K$914.8K-$60.5K2026-10-27
Winthrop Capital Management, LLC
INCREASED3,2593,250+9+0%$969.0K$912.8K-$56.2K2026-11-05
Peddock Capital Advisors, LLC
UNCHANGED3,2513,25100%$969.0K$910.6K-$58.5K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED3,2393,203+36+1%$955$907-$482026-10-27
Diligent Investors, LLC
INCREASED3,2383,237+1+0%$964.8K$906.9K-$57.9K2026-10-21
Evansbrook LLC
UNCHANGED3,2363,23600%$964.6K$906.4K-$58.2K2026-10-16
Bison Wealth, LLC
INCREASED3,2302,685+545+20%$814.9K$910.0K+$95.0K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED3,2292,105+1,124+53%$627.4K$904.4K+$277.0K2026-10-16
Impact Partnership Wealth, LLC
INCREASED3,2132,889+324+11%$861.2K$899.8K+$38.6K2026-11-09
Journey Retirement Planning & Investment Management LLC
INCREASED3,2082,797+411+15%$833.8K$898.7K+$64.8K2026-10-09
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED3,2003,20000%$953.8K$896.3K-$57.5K2026-10-27
Boston Trust Walden Corp
UNCHANGED3,1863,18600%$949.7K$892.4K-$57.3K2026-10-30
Madson Wealth Advisors Inc
INCREASED3,1853,173+12+0%$945.6K$892.2K-$53.4K2026-10-13
Chemung Canal Trust Co
DECREASED3,1823,220-38-1%$959.8K$891.2K-$68.5K2026-11-04
Whitener Capital Management, Inc.
INCREASED3,1743,171+3+0%$945.2K$889.0K-$56.2K2026-10-15
Cooper Financial Group
DECREASED3,1733,784-611-16%$1.1M$888.7K-$239.0K2026-10-07
Traphagen Investment Advisors LLC
DECREASED3,1693,188-19-1%$950.3K$887.5K-$62.8K2026-10-14
West Paces Advisors Inc.
DECREASED3,1643,186-22-1%$949.7K$886.2K-$63.4K2026-10-13
Lyell Wealth Management, LP
INCREASED3,1513,111+40+1%$927.3K$882.6K-$44.7K2026-10-30
Forum Financial Management, LP
UNCHANGED3,1483,14800%$938.3K$881.7K-$56.6K2026-10-16
Phoenix Wealth Advisors
UNCHANGED3,1413,14100%$936.2K$879.8K-$56.5K2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED3,1382,965+173+6%$883.8K$878.9K-$4.9K2026-10-16
Capital Investment Advisory Services, LLC
DECREASED3,1213,157-36-1%$941.1K$874.2K-$66.9K2026-10-30
Revisor Wealth Management LLC
UNCHANGED3,1213,12100%$930.3K$868.3K-$62.0K2026-10-20
Gould Asset Management LLC
DECREASED3,0833,133-50-2%$933.7K$863.4K-$70.3K2026-11-06
Redwood Family Wealth LLC
INCREASED3,0813,067+14+0%$914.5K$862.9K-$51.5K2026-10-20
Grant Private Wealth Management Inc
DECREASED3,0805,351-2,271-42%$1.6M$862.6K-$732.4K2026-10-19
SeaCrest Wealth Management, LLC
DECREASED3,0798,021-4,942-62%$2.4M$862.4K-$1.5M2026-10-21
Clean Yield Group
UNCHANGED3,0733,07300%$916.0K$860.7K-$55.3K2026-10-28
Weaver Capital Management LLC
INCREASED3,0631,125+1,938+172%$218.4K$857.9K+$639.5K2026-10-15
Interchange Capital Partners, LLC
DECREASED3,0583,183-125-4%$949.1K$856.8K-$92.3K2026-10-28
Certuity, LLC
DECREASED3,0383,252-214-7%$969.4K$850.9K-$118.6K2026-11-02
Shepherd Financial Partners LLC
DECREASED2,9953,046-51-2%$907.8K$838.9K-$69.0K2026-11-03
Canopy Partners, LLC
DECREASED2,9883,048-60-2%$908.5K$836.9K-$71.6K2026-10-28
SkyOak Wealth, LLC
DECREASED2,9853,085-100-3%$919.5K$836.1K-$83.5K2026-10-28
Connecticut Wealth Management, LLC
DECREASED2,9852,992-70%$891.8K$836.1K-$55.7K2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED2,9762,853+123+4%$850.5K$833.6K-$16.9K2026-10-13
Plancorp, LLC
INCREASED2,9742,874+100+3%$858.2K$894.8K+$36.6K2026-11-03
AdvisorNet Financial, Inc
UNCHANGED2,9632,96300%$883.2K$831.6K-$51.6K2026-10-15
TFR Capital, Llc.
INCREASED2,9552,824+131+5%$841.9K$827.6K-$14.3K2026-11-09
Leo Wealth, LLC
NEW2,952—+2,952——$826.7K—2026-10-26
International Assets Investment Management, LLC
INCREASED2,9472,911+36+1%$868.6K$829.1K-$39.5K2026-11-02
Kathmere Capital Management, LLC
INCREASED2,9292,247+682+30%$669.8K$820.3K+$150.6K2026-10-20
Elyxium Wealth, LLC
DECREASED2,9252,994-69-2%$892.4K$819.3K-$73.2K2026-10-27
Shulman DeMeo Asset Management LLC
DECREASED2,9113,124-213-7%$931.3K$858.5K-$72.8K2026-10-09
Quantum Private Wealth, LLC
DECREASED2,9072,990-83-3%$891.4K$814.3K-$77.1K2026-10-20
Facet Wealth, Inc.
INCREASED2,9021,989+913+46%$592.9K$812.8K+$220.0K2026-11-04
Wealth Alliance Advisory Group, LLC
INCREASED2,9002,856+44+2%$851.3K$812.3K-$39.0K2026-10-14
Pennsylvania Capital Management Inc
UNCHANGED2,8982,89800%$863.8K$811.7K-$52.1K2026-11-05
Great Valley Advisor Group, Inc.
DECREASED2,8973,176-279-9%$946.9K$811.5K-$135.3K2026-11-09
YHB Investment Advisors, Inc.
DECREASED2,8952,991-96-3%$891.5K$810.9K-$80.7K2026-10-08
Uncommon Cents Investing Inc
UNCHANGED2,8902,89000%$861.4K$809.5K-$52.0K2026-10-20
WealthPLAN Partners, LLC
DECREASED2,8843,487-603-17%$1.0M$807.8K-$231.7K2026-10-15
Global Financial Private Client, LLC
UNCHANGED2,8512,85100%$849.8K$798.5K-$51.3K2026-10-15
North Forty Two & Co.
DECREASED2,8432,893-50-2%$862.3K$796.3K-$66.0K2026-10-19
Cohen Investment Advisors LLC
UNCHANGED2,8422,84200%$847.1K$796.0K-$51.1K2026-10-20
Landmark Wealth Management, LLC
UNCHANGED2,8402,84000%$846.5K$795.5K-$51.1K2026-11-03
Drive Wealth Management, LLC
INCREASED2,8381,780+1,058+59%$530.6K$795.0K+$264.4K2026-11-09
Park Place Capital Corp
INCREASED2,8342,582+252+10%$769.6K$793.8K+$24.2K2026-11-09
Fiduciary Family Office, LLC
DECREASED2,8213,000-179-6%$894.2K$790.1K-$104.1K2026-11-04
Income Insurance Ltd
UNCHANGED2,8202,82000%$840.6K$789.9K-$50.7K2026-10-21
Northern Financial Advisors Inc
DECREASED2,8092,947-138-5%$878.4K$786.8K-$91.6K2026-10-29
Anchor Capital Advisors LLC
UNCHANGED2,8002,80000%$834.6K$784.3K-$50.3K2026-11-05
Occidental Asset Management, LLC
INCREASED2,7972,696+101+4%$803.6K$783.4K-$20.2K2026-11-05
Renasant Bank
INCREASED2,7852,779+6+0%$828.3K$780.1K-$48.3K2026-11-05
ZWJ Investment Counsel Inc
DECREASED2,7833,358-575-17%$1.0M$779.5K-$221.4K2026-10-15
Versant Capital Management, Inc
INCREASED2,7682,657+111+4%$792.0K$775.3K-$16.7K2026-10-02
Kendall Capital Management
UNCHANGED2,7672,76700%$824.8K$775.0K-$49.8K2026-10-23
Legacy Edge Advisors, LLC
UNCHANGED2,7672,76700%$824.8K$775.1K-$49.8K2026-11-06
Morton Capital Management LLC
DECREASED2,7582,903-145-5%$865.3K$772.3K-$93.0K2026-10-23
Ascentis Wealth Management, LLC
INCREASED2,7352,687+48+2%$801.0K$766.1K-$34.9K2026-11-03
Mystic Asset Management, Inc.
DECREASED2,7342,986-252-8%$890.0K$765.8K-$124.3K2026-10-15
Absher Wealth Management, LLC
UNCHANGED2,7252,72500%$812.2K$763.2K-$49.0K2026-11-02
SVB Wealth LLC
DECREASED2,7093,050-341-11%$909.0K$758.6K-$150.3K2026-11-06
Malaga Cove Capital, LLC
DECREASED2,6992,809-110-4%$837.3K$756.0K-$81.3K2026-10-23
Global Assets Advisory, LLC
DECREASED2,6982,761-63-2%$826.4K$792.7K-$33.6K2026-10-28
Swiss RE LTD
INCREASED2,6941,638+1,056+64%$488.2K$754.6K+$266.3K2026-11-06
BIP Wealth, LLC
INCREASED2,6792,672+7+0%$796.4K$750.2K-$46.2K2026-10-22
Beaumont Asset Management, L.L.C.
UNCHANGED2,6782,67800%$798.4K$750.2K-$48.2K2026-10-16
Schnieders Capital Management, Llc.
DECREASED2,6752,694-19-1%$803.0K$749.2K-$53.8K2026-11-09
BLB&B Advisors, LLC
DECREASED2,6532,706-53-2%$806.5K$743.1K-$63.4K2026-10-27
Wall Street Financial Group, Inc.
INCREASED2,6512,491+160+6%$742.5K$742.6K+$1192026-11-09
Ariadne Wealth Management, LP
INCREASED2,6512,564+87+3%$764.3K$742.5K-$21.7K2026-11-06
SYM Financial Corp
INCREASED2,6311,515+1,116+74%$451.6K$736.9K+$285.3K2026-10-26
Resonant Capital Advisors, LLC
DECREASED2,6272,635-80%$785.4K$735.8K-$49.6K2026-10-15
Olistico Wealth, LLC
UNCHANGED2,6212,62100%$781.2K$734.1K-$47.1K2026-10-05
MV Capital Management, Inc.
DECREASED2,6112,623-120%$781.8K$731.3K-$50.5K2026-10-29
Appleton Partners Inc
DECREASED2,6072,892-285-10%$862.0K$730-$861.3K2026-10-30
Riverwater Partners LLC
DECREASED2,6072,655-48-2%$791.4K$730.2K-$61.2K2026-11-03
Eagle Wealth Advisors LLC
INCREASED2,5952,518+77+3%$750.5K$726.8K-$23.7K2026-10-20
Howland Capital Management LLC
INCREASED2,5932,579+14+1%$768.7K$726.3K-$42.4K2026-10-22
WoodTrust Financial Corp
DECREASED2,5842,594-100%$773.0K$724-$772.3K2026-10-09
Stablepoint Partners, LLC
UNCHANGED2,5792,57900%$768.7K$722.4K-$46.4K2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED2,5772,544+33+1%$758.3K$721.8K-$36.5K2026-10-15
Golden Reserve Retirement LLC
INCREASED2,5752,426+149+6%$723.1K$721.2K-$1.9K2026-11-02
Caitong International Asset Management Co., Ltd
DECREASED2,57123,735-21,164-89%$7.1M$720.1K-$6.4M2026-10-29
Enterprise Financial Services Corp
DECREASED2,5542,592-38-1%$772.6K$715.3K-$57.2K2026-11-03
Bell Bank
INCREASED2,5422,473+69+3%$737.1K$712.0K-$25.1K2026-10-21
Howard Financial Services, Ltd.
DECREASED2,5382,604-66-3%$776.1K$710.9K-$65.3K2026-10-15
Defined Wealth Management, LLC
DECREASED2,5322,536-40%$755.9K$709.2K-$46.7K2026-10-19
Acima Private Wealth, LLC
UNCHANGED2,5302,53000%$754.1K$708.6K-$45.5K2026-10-05
Ashton Thomas Securities, LLC
DECREASED2,5173,010-493-16%$930.6K$705.0K-$225.6K2026-10-26
First Command Advisory Services, Inc.
INCREASED2,5162,181+335+15%$650.1K$704.7K+$54.6K2026-11-05
Heritage Trust Co
INCREASED2,5132,506+7+0%$747.0K$703.9K-$43.1K2026-11-09
Abel Hall, LLC
DECREASED2,5112,525-14-1%$752.7K$703.3K-$49.3K2026-10-19
MSH Capital Advisors LLC
INCREASED2,5042,408+96+4%$717.8K$701.3K-$16.4K2026-11-03
Clearwave Capital, LLC
INCREASED2,5022,495+7+0%$743.5K$700.8K-$42.8K2026-10-27
Guardian Investment Management
DECREASED2,5003,860-1,360-35%$1.2M$700.2K-$450.3K2026-10-23
Cromwell Holdings LLC
DECREASED2,4892,983-494-17%$889.1K$697.1K-$192.0K2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED2,4882,217+271+12%$661.1K$696.9K+$35.8K2026-10-14
Kelleher Financial Advisors
DECREASED2,4864,451-1,965-44%$1.3M$696.3K-$630.4K2026-10-30
Eubel Brady & Suttman Asset Management Inc
UNCHANGED2,4802,48000%$739.0K$695-$738.3K2026-11-04
Personal CFO Solutions, LLC
DECREASED2,4783,257-779-24%$970.8K$694.1K-$276.7K2026-11-06
Nwam LLC
DECREASED2,4732,485-120%$740.7K$692.8K-$47.9K2026-11-09
Capital Asset Advisory Services LLC
INCREASED2,4722,285+187+8%$681.1K$691.0K+$9.9K2026-10-30
Juncture Wealth Strategies, LLC
INCREASED2,4652,360+105+4%$703.4K$690.4K-$13.0K2026-10-06
Ranch Capital Advisors Inc.
UNCHANGED2,4642,46400%$734.5K$690.3K-$44.3K2026-11-09
Quaker Wealth Management, LLC
INCREASED2,4542,453+1+0%$731.1K$687.4K-$43.7K2026-10-22
Alpha Omega Wealth Management LLC
DECREASED2,4492,489-40-2%$741.9K$685.9K-$56.0K2026-10-23
Nemes Rush Group LLC
DECREASED2,4322,452-20-1%$731.0K$681.2K-$49.8K2026-11-04
CFS Investment Advisory Services, LLC
INCREASED2,4262,410+16+1%$706.3K$721.1K+$14.8K2026-10-19
XML Financial, LLC
INCREASED2,4232,153+270+13%$641.7K$678.6K+$36.9K2026-10-29
Montecito Bank & Trust
INCREASED2,4172,292+125+5%$683.2K$677.0K-$6.2K2026-10-01
AlTi Global, Inc.
DECREASED2,4172,426-90%$723.1K$677.0K-$46.1K2026-11-09
Thoroughbred Financial Services, LLC
DECREASED2,4082,457-49-2%$732.0K$674-$731.3K2026-11-09
Parkway Wealth Management Group, LLC
UNCHANGED2,4002,40000%$715.4K$672.2K-$43.2K2026-10-20
Woodmont Investment Counsel LLC
INCREASED2,3972,342+55+2%$698.1K$671.3K-$26.8K2026-10-29
Essex Bank
INCREASED2,3862,360+26+1%$703.4K$668.3K-$35.2K2026-10-16
Griffith & Werner, Inc.
DECREASED2,3742,393-19-1%$713.0K$665.0K-$48.0K2026-11-04
KRS Capital Management, LLC
INCREASED2,3722,363+9+0%$704.5K$664.4K-$40.0K2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED2,3702,220+150+7%$661.9K$663.7K+$1.9K2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED2,3602,359+1+0%$703.0K$660.9K-$42.1K2026-10-15
First Heartland Consultants, Inc.
INCREASED2,3531,037+1,316+127%$309.0K$659.0K+$350.0K2026-10-08
HMV Wealth Advisors, LLC
DECREASED2,3432,423-80-3%$722.2K$656.3K-$66.0K2026-10-27
Centennial Bank
UNCHANGED2,3422,34200%$698.1K$656.0K-$42.1K2026-11-09
AGH Wealth Advisors, LLC
DECREASED2,3292,353-24-1%$701.4K$652.3K-$49.0K2026-10-26
Taylor Financial Group, Inc.
UNCHANGED2,3232,32300%$692.4K$650.6K-$41.8K2026-11-02
DT Investment Partners, LLC
INCREASED2,3181,948+370+19%$580.6K$649.2K+$68.6K2026-10-27
1620 Investment Advisors, Inc.
INCREASED2,3162,284+32+1%$680.8K$648.7K-$32.1K2026-11-04
Certior Financial Group, LLC
DECREASED2,3162,344-28-1%$698.7K$648.7K-$50.0K2026-10-19
Delta Investment Management, LLC
DECREASED2,3062,402-96-4%$716.1K$646.0K-$70.0K2026-11-09
Valmark Advisers, Inc.
INCREASED2,3012,283+18+1%$680.5K$644.5K-$36.0K2026-11-06
Pinnacle Bancorp, Inc.
DECREASED2,2672,269-20%$676.3K$635.0K-$41.4K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED2,2631,937+326+17%$577.6K$633.9K+$56.3K2026-10-29
Hardy Reed LLC
INCREASED2,2582,205+53+2%$657.2K$632.4K-$24.8K2026-11-06
West Michigan Advisors, LLC
INCREASED2,2412,190+51+2%$652.8K$627.7K-$25.1K2026-11-09
Vision Capital Management, Inc.
UNCHANGED2,2392,23900%$667.4K$627.1K-$40.3K2026-10-20
Summit Wealth Group LLC / Co
INCREASED2,2291,774+455+26%$528.9K$624.3K+$95.5K2026-10-29
Arvest Investments, Inc.
DECREASED2,2242,237-13-1%$666.8K$622.9K-$43.9K2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED2,2221,950+272+14%$581.2K$622.4K+$41.1K2026-10-26
Philip James Wealth Mangement, LLC
DECREASED2,2212,246-25-1%$669.5K$622.1K-$47.3K2026-10-27
Grey Ledge Advisors, LLC
INCREASED2,2192,218+1+0%$661.0K$621.4K-$39.7K2026-11-02
Impact Capital Partners LLC
DECREASED2,2022,339-137-6%$697.2K$616.8K-$80.4K2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED2,1961,175+1,021+87%$350.2K$634.6K+$284.4K2026-10-20
Freestone Capital Holdings, LLC
DECREASED2,19327,709-25,516-92%$8.3M$614.3K-$7.6M2026-11-09
Intrua Financial, LLC
INCREASED2,1732,167+6+0%$645.9K$608.5K-$37.3K2026-10-28
Riversedge Advisors, LLC
NEW2,165—+2,165——$606.4K—2026-10-09
SmartHarvest Portfolios, LLC
DECREASED2,1632,484-321-13%$740.4K$605.8K-$134.6K2026-10-26
Barlow Wealth Partners, LLC
INCREASED2,1551,453+702+48%$438.0K$640.6K+$202.6K2026-10-15
Hudock, Inc.
DECREASED2,1332,187-54-2%$651.9K$597.5K-$54.4K2026-10-14
Warner Financial, Inc
DECREASED2,1312,132-10%$635.5K$596.9K-$38.6K2026-11-06
Signal Advisors Wealth, LLC
DECREASED2,1227,209-5,087-71%$2.1M$594.4K-$1.6M2026-10-13
Banyan Capital Management, Inc.
DECREASED2,1202,370-250-11%$706.4K$593.8K-$112.6K2026-11-05
Human Investing LLC
INCREASED2,1181,964+154+8%$585.5K$593.3K+$7.8K2026-10-19
Washington Trust Advisors, Inc.
DECREASED2,1182,200-82-4%$655.8K$593.2K-$62.5K2026-10-22
Rossby Financial, LCC
INCREASED2,1121,232+880+71%$367.4K$591.5K+$224.1K2026-11-05
Piedmont Capital Management, LLC
DECREASED2,1122,113-10%$629.8K$591.6K-$38.3K2026-10-21
Root Financial Partners, LLC
INCREASED2,1061,458+648+44%$434.7K$590.0K+$155.3K2026-10-21
Corundum Group, Inc.
DECREASED2,1002,128-28-1%$634.3K$588.2K-$46.1K2026-10-28
Oakworth Capital, Inc.
DECREASED2,0992,120-21-1%$632.2K$587.9K-$44.3K2026-10-26
Private Management Group Inc
DECREASED2,0992,104-50%$627.1K$587.9K-$39.2K2026-11-04
West Family Investments, Inc.
DECREASED2,0832,787-704-25%$830.7K$583.4K-$247.3K2026-11-09
Convergence Financial, LLC
DECREASED2,0484,384-2,336-53%$1.3M$573.5K-$733.0K2026-10-27
J. Derek Lewis & Associates Inc.
DECREASED2,0432,045-20%$609.6K$572.2K-$37.3K2026-11-03
One Wealth Capital Management, LLC
INCREASED2,0351,326+709+53%$395.2K$570.0K+$174.7K2026-10-23
Fairvoy Private Wealth, LLC
INCREASED2,0341,990+44+2%$593.2K$569.7K-$23.5K2026-10-19
Argus Investors' Counsel, Inc.
DECREASED2,0332,083-50-2%$620.9K$569.4K-$51.5K2026-10-09
Retirement Planning Group, LLC
INCREASED2,0251,672+353+21%$498.3K$567.1K+$68.7K2026-10-19
Power Wealth Management LLC
INCREASED2,0231,567+456+29%$467.2K$566.8K+$99.6K2026-10-27
McLean Asset Management Corp
DECREASED2,0232,028-50%$559.2K$562.7K+$3.5K2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED2,0192,394-375-16%$713.5K$565.5K-$148.0K2026-10-28
Trueblood Wealth Management, LLC
INCREASED2,0161,927+89+5%$574.3K$564.7K-$9.7K2026-10-23
RS Crum Inc.
UNCHANGED2,0122,01200%$599.7K$563.5K-$36.2K2026-10-19
Pflug Koory, LLC
UNCHANGED2,0112,01100%$599.4K$563.3K-$36.2K2026-10-26
Claro Advisors Inc.
INCREASED2,0021,083+919+85%$322.8K$560.9K+$238.1K2026-11-02
Tran Capital Management, L.P.
UNCHANGED2,0002,00000%$596.1K$560.2K-$36.0K2026-10-19
Donalies Financial Planning, LLC
UNCHANGED2,0002,00000%$596.1K$560.2K-$36.0K2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED1,9912,145-154-7%$639.0K$557.7K-$81.3K2026-10-30
Bullock Wealth Management Group
INCREASED1,9911,984+7+0%$591.9K$560.0K-$31.9K2026-10-09
Beacon Financial Strategies Corp
DECREASED1,9882,125-137-6%$633.4K$556.8K-$76.6K2026-10-14
Accredited Investors Inc.
NEW1,978—+1,978——$554.0K—2026-11-03
Valley Brook Capital Group, Inc.
UNCHANGED1,9701,97000%$587.2K$551.8K-$35.4K2026-10-26
Legacy Advisors, LLC
DECREASED1,9513,578-1,627-45%$1.1M$546.3K-$520.1K2026-10-19
Harbour Capital Advisors, LLC
INCREASED1,9501,935+15+1%$602.7K$546.2K-$56.5K2026-10-13
Encompass Wealth Advisors, LLC
INCREASED1,946953+993+104%$284.1K$545.1K+$261.0K2026-10-15
Centennial Wealth Advisory LLC
INCREASED1,9381,699+239+14%$506.4K$542.8K+$36.4K2026-10-16
Net Worth Advisory Group
DECREASED1,9352,605-670-26%$776.5K$544.4K-$232.1K2026-10-20
Excalibur Management Corp
UNCHANGED1,9311,93100%$575.6K$540.9K-$34.7K2026-11-02
Ignite Planners, LLC
INCREASED1,9211,852+69+4%$552.0K$538.1K-$14.0K2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED1,9201,92000%$572.3K$572.3K$02026-11-03
Cheviot Value Management, LLC
INCREASED1,9181,896+22+1%$565.1K$537.2K-$27.9K2026-11-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED1,9131,853+60+3%$552.3K$535.8K-$16.5K2026-10-29
Register Financial Advisors LLC
INCREASED1,9131,905+8+0%$568.0K$535.7K-$32.3K2026-10-23
NBH Bank
INCREASED1,9101,884+26+1%$561.6K$535.0K-$26.6K2026-11-05
Founders Capital Management
DECREASED1,9021,971-69-3%$587.5K$532.7K-$54.8K2026-10-13
Junk Investment Group, LLC
INCREASED1,8921,885+7+0%$561.9K$530.0K-$31.8K2026-10-19
Souders Financial Advisors
DECREASED1,8831,954-71-4%$582.5K$527.3K-$55.2K2026-11-03
Old North State Wealth Management, LLC
DECREASED1,8812,300-419-18%$685.8K$526.9K-$159.0K2026-10-22
SevenBridge Financial Group, LLC
UNCHANGED1,8781,87800%$537.4K$521.8K-$15.6K2026-10-26
Hollow Brook Wealth Management LLC
NEW1,877—+1,877——$525.7K—2026-10-29
Aviso Wealth Management
INCREASED1,8721,797+75+4%$535.7K$524.4K-$11.3K2026-11-04
Avantra Family Wealth, Inc.
DECREASED1,8493,609-1,760-49%$1.1M$517.8K-$557.9K2026-10-20
Edgemoor Investment Advisors, Inc.
INCREASED1,8471,843+4+0%$549.3K$517.3K-$32.0K2026-11-03
Raleigh Capital Management Inc.
INCREASED1,8471,844+3+0%$549.8K$517.2K-$32.6K2026-10-28
Willow Creek Wealth Management Inc.
INCREASED1,8461,840+6+0%$548.4K$517.0K-$31.4K2026-10-26
Tamar Securities, LLC
DECREASED1,8402,762-922-33%$823.2K$515.4K-$307.8K2026-11-03
Atticus Wealth Management, LLC
INCREASED1,8291,728+101+6%$514.9K$512.2K-$2.8K2026-10-20
Security National Bank
UNCHANGED1,8291,82900%$545.2K$512.3K-$32.9K2026-10-26
Coastline Trust Co
DECREASED1,8271,877-50-3%$559.5K$511.7K-$47.8K2026-10-01
McAdam, LLC
INCREASED1,8201,668+152+9%$497.3K$509.6K+$12.4K2026-10-21
Tritonpoint Wealth, LLC
INCREASED1,8181,447+371+26%$431.3K$509.2K+$77.9K2026-10-19
Balentine LLC
INCREASED1,8151,691+124+7%$504.0K$508.4K+$4.3K2026-11-03
Latko Wealth Management, Ltd.
UNCHANGED1,8121,81200%$540.2K$507.6K-$32.6K2026-11-09
LeConte Wealth Management, LLC
INCREASED1,8111,565+246+16%$466.5K$507.2K+$40.8K2026-10-20
Ejmk Ventures LLC
INCREASED1,7971,753+44+3%$522.4K$503.3K-$19.1K2026-10-21
Commonwealth Retirement Investments LLC
DECREASED1,7911,792-10%$534.1K$501.6K-$32.5K2026-10-26
Moneco Advisors, LLC
INCREASED1,7811,575+206+13%$469.5K$498.9K+$29.4K2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED1,7791,694+85+5%$504.9K$498.3K-$6.7K2026-10-22
Elevation Wealth Management LLC
INCREASED1,7741,703+71+4%$507.7K$496.9K-$10.8K2026-11-02
OFC Financial Planning, LLC
UNCHANGED1,7731,77300%$528.5K$496.6K-$31.9K2026-11-06
Acropolis Investment Management, LLC
INCREASED1,7701,680+90+5%$500.8K$495.8K-$5.0K2026-10-08
ETF Portfolio Partners, Inc.
UNCHANGED1,7681,76800%$527.0K$495.2K-$31.8K2026-10-22
Harbor Investment Advisory, LLC
INCREASED1,7631,623+140+9%$483.8K$493.8K+$10.0K2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED1,7631,762+1+0%$525.2K$493.8K-$31.4K2026-10-22
City State Bank
UNCHANGED1,7451,74500%$520.1K$488.8K-$31.4K2026-10-20
Woodward Diversified Capital, LLC
INCREASED1,7401,624+116+7%$484.1K$487.4K+$3.3K2026-10-21
Cardinal Capital Management, Inc.
UNCHANGED1,7301,73000%$515.7K$484.6K-$31.1K2026-10-16
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED1,7291,734-50%$516.9K$484.2K-$32.6K2026-10-28
Summit Asset Management, LLC
DECREASED1,7271,813-86-5%$540.4K$483.7K-$56.7K2026-11-05
Mid-American Wealth Advisory Group, Inc.
INCREASED1,7261,269+457+36%$378.3K$483.4K+$105.2K2026-10-21
Magnus Financial Group LLC
INCREASED1,7161,627+89+5%$484.8K$480.6K-$4.2K2026-10-21
Wharton Business Group, LLC
UNCHANGED1,7151,71500%$511.2K$480.4K-$30.8K2026-11-09
Waldron Private Wealth LLC
DECREASED1,7131,815-102-6%$541.0K$479.8K-$61.2K2026-11-02
HBW Advisory Services LLC
DECREASED1,7091,851-142-8%$551.7K$478.7K-$73.0K2026-10-15
W Advisors, LLC
INCREASED1,7091,690+19+1%$503.7K$478.7K-$25.1K2026-11-02
Denver PWM, LLC
UNCHANGED1,7051,70500%$476.7K$477.5K+$8692026-10-22
Aspiriant, LLC
INCREASED1,7041,571+133+8%$468.3K$477.3K+$9.0K2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED1,7001,70000%$506.7K$476.2K-$30.6K2026-10-26
Virtue Capital Management, LLC
INCREASED1,6981,604+94+6%$478.1K$475.6K-$2.5K2026-10-29
Asset One Wealth Management LLC
INCREASED1,6961,369+327+24%$412.3K$475.0K+$62.7K2026-11-02
AMG Asset Management Group, Inc.
INCREASED1,6901,366+324+24%$407.3K$473.5K+$66.2K2026-10-21
Cultivar Capital, Inc.
UNCHANGED1,6681,66800%$497.2K$467.2K-$30.0K2026-10-14
Castle Rock Wealth Management, LLC
INCREASED1,6651,654+11+1%$493.5K$494.9K+$1.4K2026-10-09
Inscription Capital, LLC
DECREASED1,6613,198-1,537-48%$953.2K$465.3K-$487.9K2026-11-02
Hanson & Doremus Investment Management
UNCHANGED1,6601,66000%$495.0K$465-$494.5K2026-10-16
Lifestyle Asset Management, Inc.
INCREASED1,659940+719+76%$280.2K$464.7K+$184.5K2026-10-20
Fortem Financial Group, LLC
DECREASED1,6591,713-54-3%$510.6K$464.7K-$45.9K2026-10-20
New England Professional Planning Group Inc.
UNCHANGED1,6541,65400%$493.0K$463.3K-$29.7K2026-10-29
Revolve Wealth Partners, LLC
INCREASED1,6501,580+70+4%$471.0K$462.1K-$8.8K2026-10-23
First Financial Corp
UNCHANGED1,6491,64900%$491.5K$461.9K-$29.6K2026-10-13
Values Added Financial LLC
INCREASED1,6431,613+30+2%$480.8K$460.2K-$20.6K2026-10-28
Able Financial Group, LLC
DECREASED1,6392,015-376-19%$600.6K$459.0K-$141.5K2026-10-14
LifeGoal Investments, LLC
NEW1,635—+1,635——$458.0K—2026-10-09
Uptick Partners, LLC
INCREASED1,6281,405+223+16%$418.8K$456.0K+$37.2K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED1,6261,609+17+1%$479.6K$455.4K-$24.2K2026-10-20
Avalon Capital Management
INCREASED1,6221,615+7+0%$481.4K$454.3K-$27.1K2026-11-04
Uptown Financial Advisors LLC
INCREASED1,6211,340+281+21%$399.4K$454.0K+$54.6K2026-10-15
Soundwatch Capital LLC
UNCHANGED1,6201,62000%$482.9K$476.0K-$6.9K2026-11-04
J.Safra Asset Management Corp
UNCHANGED1,6141,61400%$481.1K$452.1K-$29.0K2026-11-03
Argentarii, LLC
INCREASED1,6121,554+58+4%$437.1K$451.6K+$14.5K2026-10-28
SJS Investment Consulting Inc.
INCREASED1,607942+665+71%$280.8K$450.1K+$169.3K2026-10-26
Arista Wealth Management, LLC
NEW1,605—+1,605——$449.5K—2026-10-29
IFG Advisory, LLC
INCREASED1,6031,223+380+31%$364.4K$449.0K+$84.6K2026-11-09
Argos Wealth Advisors, LLC
DECREASED1,6021,710-108-6%$509.7K$448.7K-$61.0K2026-11-02
Shepherd Street Advisors LLC
UNCHANGED1,6011,60100%$482.2K$454.3K-$27.9K2026-10-21
Mustard Seed Financial, LLC
DECREASED1,6001,613-13-1%$480.8K$448.1K-$32.6K2026-10-30
Vista Investment Partners LLC
INCREASED1,6001,596+4+0%$475.7K$448.1K-$27.6K2026-10-08
Sage Capital Management, LLC
UNCHANGED1,6001,60000%$476.9K$448.1K-$28.8K2026-10-20
Ackerman Capital Advisors, LLC
UNCHANGED1,6001,60000%$476.9K$448.1K-$28.8K2026-10-30
Wagner Wealth Management, LLC
INCREASED1,5931,591+2+0%$474.1K$446.3K-$27.8K2026-10-21
Abacus Planning Group, Inc.
INCREASED1,5891,579+10+1%$470.7K$445.1K-$25.6K2026-11-02
RFG Holdings, Inc.
INCREASED1,5831,019+564+55%$303.8K$443.5K+$139.7K2026-10-30
Clear Harbor Asset Management, LLC
INCREASED1,580840+740+88%$250.4K$442.5K+$192.2K2026-11-05
Quantum Financial Advisors, LLC
INCREASED1,5781,333+245+18%$397.2K$441.9K+$44.7K2026-11-03
Wakefield Asset Management Lllp
INCREASED1,5711,547+24+2%$461.1K$440.0K-$21.1K2026-11-05
Endowment Wealth Management, Inc.
INCREASED1,5701,503+67+4%$447.9K$439.7K-$8.2K2026-11-03
PFG Private Wealth Management, LLC
DECREASED1,5691,595-26-2%$475.4K$439.4K-$36.0K2026-10-15
Nordwand Advisors, LLC
DECREASED1,5661,600-34-2%$476.9K$438.6K-$38.3K2026-11-05
FAI Advisors, Inc.
INCREASED1,5621,523+39+3%$454.0K$437.5K-$16.5K2026-10-27
Knuff & Co LLC
UNCHANGED1,5601,56000%$465.0K$436.9K-$28.0K2026-11-06
Silver Lake Advisory, LLC
INCREASED1,5591,554+5+0%$463.2K$436.7K-$26.5K2026-10-22
Investors Asset Management of Georgia Inc
UNCHANGED1,5501,55000%$462.0K$434.1K-$27.9K2026-10-20
United Advisor Group, LLC
INCREASED1,5481,440+108+8%$429.2K$433.7K+$4.5K2026-11-03
Jackson Square Capital, LLC
INCREASED1,5471,130+417+37%$336.8K$433.3K+$96.5K2026-10-19
Titleist Asset Management, LLC
INCREASED1,5431,490+53+4%$443.9K$432.1K-$11.8K2026-10-08
St. Louis Trust Co
UNCHANGED1,5361,53600%$4.4M$430.2K-$4.0M2026-11-03
Addis & Hill, Inc
UNCHANGED1,5341,53400%$457.2K$457.2K$02026-10-19
Carrera Capital Advisors
INCREASED1,5301,484+46+3%$442.3K$428.5K-$13.8K2026-11-03
Orser Capital Management, LLC
UNCHANGED1,5301,53000%$456.0K$428.5K-$27.5K2026-10-13
Gibson Wealth Advisors LLC
DECREASED1,5291,626-97-6%$484.7K$428.3K-$56.4K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED1,5281,085+443+41%$323.4K$428.2K+$104.8K2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED1,5281,348+180+13%$401.8K$428.0K+$26.2K2026-11-06
Harbor Group, Inc.
INCREASED1,5271,321+206+16%$393.7K$427.8K+$34.1K2026-10-14
Affinity Capital Advisors, LLC
DECREASED1,5271,588-61-4%$481.8K$433.4K-$48.5K2026-10-13
FSM Wealth Advisors, LLC
DECREASED1,5271,555-28-2%$463.4K$440.0K-$23.4K2026-10-27
Kaydan Wealth Management, Inc.
DECREASED1,5261,549-23-1%$461.7K$427.4K-$34.3K2026-10-08
Flywheel Private Wealth LLC
UNCHANGED1,5221,52200%$453.7K$426.3K-$27.4K2026-11-02
Wealthcare Capital Management LLC
INCREASED1,5161,414+102+7%$421.5K$424.6K+$3.1K2026-10-21
180 Wealth Advisors, LLC
DECREASED1,5161,603-87-5%$477.9K$424.7K-$53.2K2026-11-03
Tompkins Financial Corp
UNCHANGED1,5061,50600%$448.9K$421.8K-$27.1K2026-10-05
CKW Financial Group
UNCHANGED1,5051,50500%$449.0K$423-$448.6K2026-10-29
Tanager Wealth Management LLP
INCREASED1,5001,065+435+41%$317.4K$420.1K+$102.7K2026-10-19
Westover Capital Advisors, LLC
UNCHANGED1,5001,50000%$447.1K$420.1K-$27.0K2026-10-26
Kimelman & Baird, LLC
UNCHANGED1,5001,50000%$447.1K$420.1K-$27.0K2026-11-03
Altura Wealth Advisors Inc.
INCREASED1,4911,480+11+1%$441.3K$417.7K-$23.5K2026-10-22
Reflection Asset Management
UNCHANGED1,4841,48400%$442.3K$415.7K-$26.7K2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED1,4771,474+3+0%$454.8K$408.4K-$46.4K2026-10-28
Dickmeyer Boyce Financial Management, Inc.
DECREASED1,4751,500-25-2%$447.1K$413.1K-$34.0K2026-10-08
RED Lighthouse Investment Management, LLC
DECREASED1,4721,479-70%$440.8K$412.3K-$28.6K2026-11-02
Manske Wealth Management
DECREASED1,4691,519-50-3%$452.8K$411.5K-$41.3K2026-10-26
Planned Solutions, Inc.
DECREASED1,4661,488-22-1%$443.5K$410.6K-$32.9K2026-10-19
Letson Investment Management, Inc.
UNCHANGED1,4651,46500%$436.7K$410.3K-$26.3K2026-11-05
River Wealth Advisors LLC
DECREASED1,4641,528-64-4%$455.6K$409.9K-$45.6K2026-11-09
Verum Partners LLC
INCREASED1,4621,432+30+2%$426.8K$409.5K-$17.3K2026-10-21
First Nebraska Trust Co
DECREASED1,4601,510-50-3%$450.1K$408.9K-$41.2K2026-10-30
Disciplined Equity Management, Inc.
UNCHANGED1,4601,46000%$435.2K$408.9K-$26.3K2026-10-14
Journey Advisory Group, LLC
INCREASED1,4581,158+300+26%$345.2K$408.4K+$63.2K2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED1,4571,935-478-25%$576.7K$408.1K-$168.7K2026-10-20
Traveka Wealth, LLC
INCREASED1,4531,408+45+3%$419.7K$407.0K-$12.7K2026-10-19
Redwood Park Advisors LLC
DECREASED1,4481,679-231-14%$500.5K$405.6K-$94.9K2026-11-02
Sage Rhino Capital LLC
INCREASED1,4471,442+5+0%$429.8K$405.3K-$24.5K2026-10-28
Beaton Management Co. Inc.
INCREASED1,4391,355+84+6%$404.0K$403-$403.6K2026-11-09
Advisors Management Group Inc
DECREASED1,4391,447-8-1%$431.0K$403-$430.6K2026-11-05
Valley National Advisers Inc
DECREASED1,4381,449-11-1%$432.0K$402.8K-$29.2K2026-10-23
One Way Holdings LLC
INCREASED1,4371,325+112+8%$394.9K$402.5K+$7.5K2026-10-29
Lewis Asset Management, LLC
INCREASED1,4261,145+281+25%$341.4K$399.5K+$58.1K2026-10-14
Duncker Streett & Co Inc
INCREASED1,423783+640+82%$233.4K$398.6K+$165.2K2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED1,4201,407+13+1%$419.1K$397.6K-$21.5K2026-10-13
Amarillo National Bank
UNCHANGED1,4201,42000%$423.3K$397.7K-$25.5K2026-10-23
Quadrant Private Wealth Management, LLC
NEW1,416—+1,416——$396.6K—2026-11-04
Winthrop Advisory Group LLC
INCREASED1,414766+648+85%$228.4K$396.1K+$167.7K2026-10-22
Peachtree Investment Partners, LLC
DECREASED1,4141,550-136-9%$462.0K$396.0K-$66.0K2026-11-05
Cambridge Financial Group, LLC
UNCHANGED1,4131,41300%$421.3K$421.3K$02026-10-06
Generali Investments, Management Co LLC
INCREASED1,404927+477+51%$276.3K$393.2K+$116.9K2026-10-19
Meadow Creek Wealth Advisors LLC
DECREASED1,3981,632-234-14%$486.5K$391.6K-$94.9K2026-11-02
Teza Capital Management LLC
DECREASED1,3941,419-25-2%$423.0K$390.4K-$32.5K2026-10-23
LMG Wealth Partners, LLC
INCREASED1,3921,264+128+10%$376.8K$389.9K+$13.1K2026-11-05
Elser Financial Planning, Inc
INCREASED1,3891,372+17+1%$409.0K$389.0K-$19.9K2026-10-16
Core Wealth Partners LLC
INCREASED1,3871,178+209+18%$351.1K$388.5K+$37.4K2026-11-02
General Partner, Inc.
UNCHANGED1,3871,38700%$413.4K$388.5K-$24.9K2026-10-05
TPG Financial Advisors, LLC
UNCHANGED1,3861,38600%$413.1K$388.2K-$24.9K2026-11-09
Canandaigua National Trust Co of Florida
NEW1,382—+1,382——$387.1K—2026-10-07
First Bank & Trust
DECREASED1,3821,568-186-12%$467.4K$387.1K-$80.3K2026-10-19
Clay Northam Wealth Management, LLC
INCREASED1,3821,376+6+0%$410.1K$387.1K-$23.1K2026-10-13
Jacobsen Capital Management
INCREASED1,3791,296+83+6%$386.3K$386.2K-$552026-10-27
BOS Asset Management, LLC
INCREASED1,3771,371+6+0%$408.7K$385.7K-$23.0K2026-10-09
Jacobs & Co
INCREASED1,3761,372+4+0%$409$385-$242026-10-09
Gallacher Capital Management LLC
NEW1,374—+1,374——$384.8K—2026-10-30
PUREfi Wealth, LLC
INCREASED1,3711,164+207+18%$347.0K$384.0K+$37.1K2026-10-19
Cannon Financial Strategists, Inc.
UNCHANGED1,3651,36500%$406.8K$382.3K-$24.5K2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED1,361810+551+68%$241.4K$381.2K+$139.8K2026-10-16
Blossom Wealth Management
INCREASED1,3611,346+15+1%$401.2K$381.2K-$20.0K2026-11-03
Centurion Wealth Management LLC
DECREASED1,3611,363-20%$406.2K$381.2K-$25.0K2026-10-13
Fortis Group Advisors, LLC
INCREASED1,353106+1,247+1176%$31.6K$404.9K+$373.3K2026-11-06
bLong Financial, LLC
UNCHANGED1,3501,35000%$402.4K$378.1K-$24.3K2026-10-29
Austin Wealth Management, LLC
INCREASED1,3471,346+1+0%$382.3K$388.2K+$5.9K2026-11-06
Norway Savings Bank
UNCHANGED1,3471,34700%$401.5K$377.3K-$24.2K2026-10-20
True Private Wealth Advisors
DECREASED1,3461,401-55-4%$417.6K$377.0K-$40.6K2026-10-19
Tortuga Wealth Management, Inc
INCREASED1,3461,336+10+1%$398.2K$377.0K-$21.2K2026-10-27
Montz Harcus Wealth Management LLC
DECREASED1,3411,347-60%$401.4K$375.6K-$25.8K2026-10-09
Summit Securities Group LLC
INCREASED1,340310+1,030+332%$92.4K$375.3K+$282.9K2026-11-05
Finer Wealth Management, Inc.
DECREASED1,3351,523-188-12%$454.0K$373.9K-$80.0K2026-10-16
Asset Advisors Investment Management, LLC
UNCHANGED1,3331,33300%$397.3K$373.4K-$24.0K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,3315,324-3,993-75%$1.6M$372.8K-$1.2M2026-10-14
Paragon Private Wealth Management, LLC
DECREASED1,3302,124-794-37%$633.0K$372.5K-$260.5K2026-10-20
Capstone Wealth Management, LLC
NEW1,322—+1,322——$370.3K—2026-11-02
WBI Investments, LLC
INCREASED1,322738+584+79%$219.8K$370.4K+$150.6K2026-11-05
Jeppson Wealth Management, LLC
UNCHANGED1,3181,31800%$392.9K$369.2K-$23.7K2026-10-20
Patton Albertson Miller Group, LLC
INCREASED1,3171,070+247+23%$318.9K$368.9K+$49.9K2026-10-26
Sunbeam Capital Management, LLC
DECREASED1,3141,490-176-12%$444.0K$367.9K-$76.1K2026-11-05
Balboa Wealth Partners
DECREASED1,3141,341-27-2%$399.7K$368.0K-$31.7K2026-10-20
B.O.S.S. Retirement Advisors, LLC
INCREASED1,3131,007+306+30%$300.2K$367.8K+$67.6K2026-10-26
Cornell Pochily Investment Advisors, Inc.
UNCHANGED1,3131,31300%$391.4K$367.8K-$23.6K2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW1,311—+1,311——$368.8K—2026-10-15
World Equity Group, Inc.
DECREASED1,3101,595-285-18%$475.5K$367.0K-$108.6K2026-10-14
State of Wyoming
NEW1,308—+1,308——$366.4K—2026-10-28
Matauro, LLC
INCREASED1,3081,265+43+3%$377.0K$366.5K-$10.5K2026-11-03
Anchyra Partners LLC
DECREASED1,3061,590-284-18%$473.9K$365.8K-$108.1K2026-10-13
Balefire, LLC
INCREASED1,3011,114+187+17%$332.1K$364.4K+$32.3K2026-10-09
First Growth Capital LLC
UNCHANGED1,3001,30000%$387.5K$364.1K-$23.4K2026-10-15
McGlone Suttner Wealth Management, Inc.
INCREASED1,2991,258+41+3%$375.0K$363.7K-$11.3K2026-10-13
Compton Wealth Advisory Group, LLC
UNCHANGED1,2901,29000%$384.9K$362.9K-$22.1K2026-10-13
Clearstead Trust, LLC
INCREASED1,2891,141+148+13%$340.0K$360.9K+$20.9K2026-11-06
Werba Rubin Papier Wealth Management
INCREASED1,2881,164+124+11%$347.1K$360.8K+$13.7K2026-11-06
Stockman Wealth Management, Inc.
DECREASED1,2801,286-60%$383.3K$358.5K-$24.8K2026-10-27
Chilton Capital Management LLC
UNCHANGED1,2801,28000%$381.4K$358.4K-$23.0K2026-10-28
Powers Advisory Group, LLC
INCREASED1,2771,275+2+0%$380.0K$357.5K-$22.4K2026-10-14
Opal Wealth Advisors, LLC
DECREASED1,2741,287-13-1%$383.5K$356.8K-$26.7K2026-10-16
Paladin Wealth, LLC
INCREASED1,272886+386+44%$264.1K$356.2K+$92.2K2026-10-23
PFG Advisors
INCREASED1,269801+468+58%$238.9K$355.3K+$116.5K2026-10-16
RM Financial Services, LLC
INCREASED1,2691,235+34+3%$368.1K$355.4K-$12.7K2026-11-03
Wendell David Associates Inc
UNCHANGED1,2671,26700%$378.0K$355-$377.6K2026-10-27
Vestor Capital, LLC
INCREASED1,2591,001+258+26%$58$194+$1362026-11-04
Univest Financial Corp
INCREASED1,258957+301+31%$285.2K$352.3K+$67.1K2026-11-05
Citizens Business Bank
DECREASED1,2581,308-50-4%$389.9K$352.4K-$37.5K2026-11-09
New Covenant Trust Company, N.A.
INCREASED1,2561,098+158+14%$327.3K$351.8K+$24.5K2026-10-08
Trillium Asset Management, LLC
DECREASED1,2531,559-306-20%$464.7K$351.0K-$113.7K2026-11-09
Old Port Advisors
INCREASED1,2531,225+28+2%$365.1K$351.0K-$14.2K2026-10-23
Vision Financial Markets LLC
UNCHANGED1,2501,25000%$372.9K$352.1K-$20.8K2026-10-22
Boit C F David
UNCHANGED1,2501,25000%$372.6K$350.1K-$22.5K2026-10-29
Financial Freedom, LLC
INCREASED1,2491,244+5+0%$370.8K$349.8K-$21.0K2026-11-06
Burling Wealth Partners, LLC
DECREASED1,2471,435-188-13%$427.7K$349.3K-$78.5K2026-11-09
Sheets Smith Wealth Management
INCREASED1,2471,246+1+0%$371.4K$349.3K-$22.1K2026-10-16
PCG Asset Management, LLC
NEW1,246—+1,246——$349.0K—2026-11-05
Etesian Wealth Advisors, Inc.
UNCHANGED1,2461,24600%$371.4K$349.0K-$22.4K2026-10-27
Traynor Capital Management, Inc.
DECREASED1,2451,325-80-6%$395.0K$348.7K-$46.3K2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED1,2421,251-9-1%$372.9K$347.9K-$25.0K2026-10-16
Apollon Financial, LLC
DECREASED1,2391,242-30%$370.2K$346.9K-$23.3K2026-10-23
Cornerstone Planning, LLC
UNCHANGED1,2361,23600%$368.4K$359.3K-$9.1K2026-10-27
Bond & Devick Financial Network, Inc.
INCREASED1,2341,233+1+0%$367.6K$345.6K-$22.0K2026-10-23
Chemistry Wealth Management LLC
UNCHANGED1,2331,23300%$367.5K$345.4K-$22.2K2026-10-16
Pine Haven Investment Counsel, Inc
UNCHANGED1,2321,23200%$367.2K$345.1K-$22.2K2026-11-02
Concord Wealth Partners
INCREASED1,2301,228+2+0%$366.0K$344.6K-$21.4K2026-11-02
Partners Wealth Management, LLC
INCREASED1,229836+393+47%$249.2K$344.3K+$95.1K2026-10-28
Integral Investment Advisors, Inc.
UNCHANGED1,2291,22900%$366.3K$344.2K-$22.1K2026-11-03
Veracity Capital LLC
INCREASED1,2241,128+96+9%$336.4K$342.8K+$6.5K2026-10-08
LVM Capital Management LTD
UNCHANGED1,2211,22100%$364$342.0K+$341.6K2026-10-20
Csenge Advisory Group
DECREASED1,2201,316-96-7%$392.2K$341.8K-$50.4K2026-11-04
TL Private Wealth
UNCHANGED1,2141,21400%$356.1K$342.0K-$14.0K2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED1,2131,21300%$361.6K$339.7K-$21.8K2026-10-09
Opinicus Capital, Inc.
DECREASED1,2081,338-130-10%$398.9K$338.4K-$60.5K2026-10-28
Thrive Wealth Management, LLC
INCREASED1,2071,188+19+2%$354.1K$338.1K-$16.0K2026-10-13
Seven Mile Advisory
DECREASED1,2061,220-14-1%$363.6K$337.8K-$25.8K2026-10-22
MFA Wealth Services
DECREASED1,2051,451-246-17%$432.5K$337.4K-$95.1K2026-10-14
Greenwood Gearhart LLC
DECREASED1,2021,775-573-32%$529.1K$336.7K-$192.4K2026-11-02
Drum Hill Capital, LLC
UNCHANGED1,2001,20000%$357.7K$336.1K-$21.6K2026-10-20
Verus Capital Partners, LLC
INCREASED1,1991,169+30+3%$348.5K$335.7K-$12.8K2026-11-03
Mengis Capital Management, Inc.
UNCHANGED1,1981,19800%$357.1K$335.5K-$21.5K2026-10-13
SP Asset Management LLC
INCREASED1,1961,190+6+1%$354.7K$334.9K-$19.8K2026-11-05
Schear Investment Advisers, LLC
NEW1,192—+1,192——$334.0K—2026-10-14
Tempo Wealth, LLC
INCREASED1,1921,190+2+0%$354.8K$334.0K-$20.8K2026-10-14
Wallace Hart LLC
UNCHANGED1,1901,19000%$354.7K$333.3K-$21.4K2026-11-09
Marathon Capital Management
INCREASED1,1891,185+4+0%$353.2K$333.0K-$20.2K2026-10-23
Almanack Investment Partners, Llc.
INCREASED1,188873+315+36%$260.2K$332.7K+$72.5K2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED1,1881,078+110+10%$321.3K$332.7K+$11.4K2026-10-19
Golden State Wealth Management, LLC
INCREASED1,1861,175+11+1%$350.4K$332.2K-$18.2K2026-11-02
Washington Trust Co
INCREASED1,1791,176+3+0%$350.7K$330.3K-$20.4K2026-10-22
Financial Council, LLC
UNCHANGED1,1791,17900%$351.4K$330.2K-$21.2K2026-11-02
Heritage Wealth Management, Inc.
UNCHANGED1,1791,17900%$351.4K$330.2K-$21.2K2026-10-27
TrustBank
DECREASED1,1781,242-64-5%$370.2K$329.9K-$40.3K2026-10-20
Foster Group, Inc.
DECREASED1,1691,223-54-4%$364.5K$327.4K-$37.1K2026-10-13
55 North Private Wealth, LLC
INCREASED1,159969+190+20%$288.8K$324.6K+$35.8K2026-10-20
Holos Integrated Wealth LLC
UNCHANGED1,1551,15500%$338.8K$319.0K-$19.8K2026-10-23
Caldwell Sutter Capital, Inc.
INCREASED1,1541,041+113+11%$310.4K$323.3K+$13.0K2026-11-09
Chase Investment Counsel Corp
UNCHANGED1,1541,15400%$343.0K$323-$342.7K2026-11-09
Cornerstone Advisory, LLC
INCREASED1,1501,045+105+10%$311.4K$322.1K+$10.7K2026-11-06
Wealth Group, Ltd.
DECREASED1,1466,599-5,453-83%$2.0M$321-$2.0M2026-10-30
Kentucky Trust Co
DECREASED1,1451,175-30-3%$350.2K$320.7K-$29.5K2026-10-15
Atlas Private Wealth Advisors
UNCHANGED1,1441,14400%$341.0K$320.4K-$20.6K2026-10-23
Eagle Strategies LLC
UNCHANGED1,1431,14300%$340.6K$320.1K-$20.4K2026-10-16
Telos Capital Management, Inc.
INCREASED1,1421,095+47+4%$326.4K$319.9K-$6.5K2026-11-02
Synergy Asset Management, LLC
INCREASED1,137997+140+14%$297.2K$318.5K+$21.3K2026-11-05
Riverbend Wealth Management, LLC
DECREASED1,1301,884-754-40%$561.5K$316.4K-$245.1K2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED1,1291,112+17+2%$331.5K$316.2K-$15.2K2026-11-02
FNY Investment Advisers, LLC
INCREASED1,1284+1,124+28100%$1$315+$3142026-10-16
Crown Wealth Group, LLC
DECREASED1,1211,133-12-1%$337.6K$314.0K-$23.7K2026-10-19
Compass Wealth Management LLC
UNCHANGED1,1181,11800%$333.2K$313.1K-$20.1K2026-10-22
Beacon Financial Advisory LLC
INCREASED1,114962+152+16%$286.7K$312.1K+$25.4K2026-10-16
1900 Wealth Management LLC
NEW1,112—+1,112——$311.5K—2026-10-13
Walker Asset Management, LLC
INCREASED1,1121,107+5+0%$330.0K$311.3K-$18.7K2026-10-13
Cove Private Wealth, LLC
INCREASED1,111948+163+17%$282.6K$311.2K+$28.6K2026-10-28
Syverson Strege & Co
DECREASED1,1101,116-6-1%$332.6K$310.9K-$21.7K2026-11-02
Douglas Lane & Associates, LLC
DECREASED1,1081,462-354-24%$435.8K$310.3K-$125.4K2026-10-09
Fourpath Capital Management, LLC
INCREASED1,105954+151+16%$284.4K$309.5K+$25.1K2026-10-19
Doliver Advisors, LP
UNCHANGED1,1041,10400%$329.1K$309.2K-$19.9K2026-10-01
Prentice Wealth Management LLC
UNCHANGED1,1021,10200%$328.5K$308.7K-$19.8K2026-10-20
PFS Partners, LLC
INCREASED1,0991,094+5+0%$326.0K$307.9K-$18.2K2026-10-21
Heritage Wealth Advisors
DECREASED1,0922,284-1,192-52%$680.8K$305.9K-$374.9K2026-11-09
Birch Financial Group, LLC
INCREASED1,0911,062+29+3%$316.5K$305.6K-$11.0K2026-10-27
Plante Moran Financial Advisors, LLC
INCREASED1,090917+173+19%$273.3K$305.2K+$32.0K2026-11-04
Cardiff Park Advisors, LLC
INCREASED1,0901,089+1+0%$324.7K$305.2K-$19.4K2026-11-09
Marino, Stram & Associates LLC
NEW1,085—+1,085——$304.0K—2026-10-22
Princeton Global Asset Management LLC
DECREASED1,0851,275-190-15%$379.9K$304.0K-$76.0K2026-10-21
Central Bank & Trust Co
DECREASED1,0831,237-154-12%$368.7K$303.3K-$65.4K2026-10-09
Ledyard National Bank
DECREASED1,0791,081-20%$322.2K$302.2K-$20.0K2026-10-21
White Pine Capital LLC
DECREASED1,0781,116-38-3%$332.6K$301.9K-$30.7K2026-11-09
Trust Investment Advisors
INCREASED1,077936+141+15%$279.1K$301.6K+$22.5K2026-10-20
Advisortrust Partners, LLC
INCREASED1,0761,070+6+1%$318.9K$301.4K-$17.6K2026-11-02
Northwest Wealth Management, LLC
NEW1,073—+1,073——$300.5K—2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,0711,07100%$319.2K$300.0K-$19.3K2026-10-20
Endeavor Private Wealth, Inc.
DECREASED1,0681,151-83-7%$343.4K$299.4K-$44.0K2026-11-05
Virtus Advisers, LLC
INCREASED1,067835+232+28%$248.9K$298.9K+$50.0K2026-11-09
Bayban
UNCHANGED1,0671,06700%$318.0K$318.0K$02026-11-05
Silver Grove Financial Group, Inc.
INCREASED1,065793+272+34%$236.3K$298.2K+$62.0K2026-11-05
Randall & Associates Wealth Management
DECREASED1,0641,414-350-25%$421.5K$298.0K-$123.5K2026-10-20
Nfsg Corp
DECREASED1,0623,059-1,997-65%$911.9K$297.4K-$614.4K2026-10-15
Stronghold Wealth Management L.L.C.
INCREASED1,061935+126+13%$278.7K$297.2K+$18.5K2026-10-16
Five Oceans Advisors
DECREASED1,0591,137-78-7%$338.9K$296.6K-$42.3K2026-10-22
D'Orazio & Associates, Inc.
INCREASED1,058946+112+12%$281.9K$296.2K+$14.4K2026-11-04
Rose Capital Advisors LLC
NEW1,053—+1,053——$294.9K—2026-11-04
PKS Advisory Services, LLC
UNCHANGED1,0531,05300%$314.0K$314.0K$02026-10-26
Means Investment Co., Inc.
INCREASED1,0511,044+7+1%$311.2K$294.5K-$16.7K2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED1,0492,533-1,484-59%$755.0K$293.8K-$461.2K2026-11-06
Retirement Financial Solutions, LLC
INCREASED1,0481,043+5+0%$310.9K$293.6K-$17.3K2026-10-20
Richwood Investment Advisors, LLC
INCREASED1,045960+85+9%$286.1K$292.7K+$6.5K2026-10-30
Invenio Wealth Partners LLC
DECREASED1,0451,049-40%$312.7K$292.7K-$20.0K2026-10-20
Gouws Capital LLC
UNCHANGED1,0411,04100%$310.3K$291.6K-$18.7K2026-10-09
UMB Private Wealth Management, LLC
NEW1,024—+1,024——$286.9K—2026-10-19
Independent Solutions Wealth Management, LLC
UNCHANGED1,0241,02400%$305.2K$286.7K-$18.4K2026-10-28
Norris Perne & French LLP
NEW1,022—+1,022——$286.3K—2026-10-23
Spartan Planning & Wealth Management
DECREASED1,0211,725-704-41%$514.1K$286.0K-$228.1K2026-10-13
Diesslin Group, Inc.
NEW1,017—+1,017——$284.9K—2026-10-14
TSA Wealth Managment LLC
INCREASED1,010935+75+8%$278.7K$282.9K+$4.2K2026-10-22
Baron Wealth Management LLC
INCREASED1,009699+310+44%$208.3K$282.6K+$74.3K2026-10-27
Peoples Bank
INCREASED1,006909+97+11%$270.9K$281.8K+$10.8K2026-10-26
Destiny Wealth Partners, LLC
NEW1,003—+1,003——$302.9K—2026-11-05
Compass Capital Management, Inc
NEW1,000—+1,000——$280.1K—2026-11-06
Deltec Asset Management LLC
UNCHANGED1,0001,00000%$298.1K$280.1K-$18.0K2026-10-26
Harvey Investment Co LLC
UNCHANGED1,0001,00000%$298.0K$280-$297.7K2026-10-20
JTC Employer Solutions Trustee Ltd
UNCHANGED1,0001,00000%$298.0K$280-$297.7K2026-11-09
John G Ullman & Associates Inc
UNCHANGED99199100%$295.4K$277.6K-$17.8K2026-11-04
May Hill Capital, LLC
INCREASED990955+35+4%$284.8K$277.4K-$7.4K2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED99099000%$295.1K$277.3K-$17.8K2026-10-30
Friday Financial
INCREASED989738+251+34%$216.5K$278.2K+$61.8K2026-10-09
Monarch Capital Management Inc
UNCHANGED98898800%$294.5K$276.7K-$17.8K2026-10-19
MRA Advisory Group
DECREASED9871,370-383-28%$408.4K$276.4K-$131.9K2026-10-07
Alliance Wealth Advisors, LLC
DECREASED9861,001-15-1%$298.4K$276.2K-$22.2K2026-10-14
American Institute for Advanced Investment Management, LLP
UNCHANGED98598500%$293.6K$275.9K-$17.7K2026-11-03
Arcataur Capital Management LLC
UNCHANGED98298200%$292.7K$275.0K-$17.7K2026-10-21
Hohimer Wealth Management, LLC
DECREASED981997-16-2%$297.2K$274.8K-$22.4K2026-11-04
Palatine Hill Wealth Management, LLC
INCREASED980979+1+0%$291.7K$274.6K-$17.1K2026-11-03
Howard Capital Management Group, LLC
UNCHANGED97997900%$291.8K$274.2K-$17.6K2026-10-16
StoneX Group Inc.
DECREASED9761,133-157-14%$337.8K$273.3K-$64.5K2026-11-03
LifeWealth Investments, LLC
DECREASED9761,003-27-3%$299.0K$273.4K-$25.6K2026-10-21
Concentrum Wealth Management
INCREASED973924+49+5%$275.4K$272.5K-$2.9K2026-11-09
Phillips Financial Management, LLC
INCREASED973953+20+2%$284.1K$272.5K-$11.5K2026-10-19
R Squared Ltd
DECREASED9713,238-2,267-70%$965.2K$272.0K-$693.2K2026-11-06
Mizuho Markets Americas LLC
DECREASED9661,074-108-10%$320.1K$270.6K-$49.6K2026-11-09
Lantz Financial LLC
DECREASED966994-28-3%$296.3K$270.6K-$25.7K2026-10-15
J.M. Arbour, LLC
INCREASED964926+38+4%$276.0K$270.0K-$6.0K2026-11-05
Kwmg, LLC
INCREASED964950+14+1%$283.2K$270.0K-$13.2K2026-10-07
Copper Harbor Investment Advisors, LLC
UNCHANGED96496400%$287.3K$270.0K-$17.3K2026-10-16
Southland Equity Partners LLC
INCREASED955953+2+0%$283.9K$267.4K-$16.5K2026-10-14
Precedent Wealth Partners, LLC
DECREASED9541,482-528-36%$441.8K$267.2K-$174.6K2026-10-21
NewSquare Capital LLC
INCREASED952941+11+1%$280.5K$266.6K-$13.8K2026-11-06
Galvin, Gaustad & Stein, LLC
DECREASED952953-10%$284.0K$266.9K-$17.1K2026-10-08
SFE Investment Counsel
INCREASED951922+29+3%$274.9K$266.4K-$8.5K2026-10-29
Cowa, LLC
NEW949—+949——$265.8K—2026-10-30
Trust Co of Kansas
UNCHANGED94994900%$283.0K$266-$282.7K2026-11-06
4Wealth Advisors, Inc.
INCREASED941937+4+0%$267.5K$265.2K-$2.2K2026-10-13
Brucke Financial, Inc.
DECREASED940961-21-2%$286.4K$263.3K-$23.2K2026-10-23
Tortoise Investment Management, LLC
INCREASED939906+33+4%$270.1K$263.0K-$7.0K2026-11-06
Broadway Wealth Solutions, Inc.
UNCHANGED93793700%$279.3K$262.4K-$16.8K2026-10-21
Tillman Hartley LLC
DECREASED936963-27-3%$287.0K$262.2K-$24.9K2026-11-06
Sound Income Strategies, LLC
DECREASED9351,054-119-11%$314.2K$269.3K-$44.9K2026-10-09
Warwick Investment Management, Inc.
DECREASED9331,032-99-10%$307.6K$261.3K-$46.3K2026-10-19
TSG Advice Partners, LLC
NEW932—+932——$277.7K—2026-10-29
Perennial Advisors, LLC
DECREASED932937-5-1%$279.3K$261.0K-$18.2K2026-10-13
Fidelity D & D Bancorp Inc
DECREASED931945-14-1%$281.7K$260.8K-$20.9K2026-11-05
WealthSpring Partners, LLC
NEW927—+927——$259.6K—2026-10-14
Cape Investment Advisory, Inc.
DECREASED9271,229-302-25%$366.3K$259.6K-$106.7K2026-10-13
Schmidt P J Investment Management Inc
UNCHANGED92592500%$275.7K$259.1K-$16.6K2026-11-02
Sovereign Investment Advisors, LLC
UNCHANGED92592500%$275.7K$259.1K-$16.6K2026-11-09
Summit Wealth Group, LLC
UNCHANGED92392300%$275.1K$258.5K-$16.6K2026-11-09
Lifetime Wealth Management P.C.
UNCHANGED92392300%$275.1K$258.5K-$16.6K2026-10-29
Cordgrass Capital Advisors, LLC
UNCHANGED92292200%$274.8K$258.2K-$16.6K2026-10-30
First Financial Bank - Trust Division
UNCHANGED92092000%$274.2K$257.7K-$16.5K2026-10-01
D.B. Root & Company, LLC
DECREASED917968-51-5%$288.5K$256.8K-$31.7K2026-11-04
EdgeRock Capital LLC
INCREASED916856+60+7%$255.1K$256.6K+$1.4K2026-11-03
Kellett Wealth Advisors, LLC
INCREASED913895+18+2%$266.9K$255.8K-$11.0K2026-10-15
Allegiance Financial Group Advisory Services LLC
NEW909—+909——$254.6K—2026-11-02
Mainsail Asset Management, LLC
INCREASED909853+56+7%$242.3K$270.1K+$27.8K2026-10-14
Biltmore Family Office, LLC
INCREASED907875+32+4%$260.8K$254.0K-$6.8K2026-11-03
NTV Asset Management LLC
UNCHANGED90790700%$270.3K$254.0K-$16.3K2026-10-23
Jnba Financial Advisors
DECREASED906927-21-2%$276.3K$253.8K-$22.5K2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED9051,071-166-15%$319.2K$253.5K-$65.8K2026-11-02
Essential Partners LLC
INCREASED904219+685+313%$65.3K$253.2K+$187.9K2026-10-14
Kavar Capital Partners Group, LLC
DECREASED904932-28-3%$277.8K$253.2K-$24.6K2026-11-06
Clear Creek Financial Management, LLC
DECREASED9031,118-215-19%$333.1K$252.9K-$80.2K2026-10-28
Accelerate Investment Advisors LLC
INCREASED900895+5+1%$266.9K$252.0K-$15.0K2026-11-02
Shariaportfolio, Inc.
DECREASED8991,176-277-24%$350.5K$251.8K-$98.7K2026-10-20
Approach Retirement Advisors, LLC
UNCHANGED89989900%$268.0K$251.8K-$16.2K2026-10-22
Sutton Place Investors LLC
INCREASED893705+188+27%$210.1K$250.1K+$40.0K2026-10-20
Providence Wealth Advisors, LLC
UNCHANGED89389300%$264.4K$262.4K-$2.0K2026-10-29
Avail Investment Partners, LLC
NEW889—+889——$249.0K—2026-10-16
Investment Research Partners LLC
NEW889—+889——$249.0K—2026-10-19
Sightline Wealth Advisors, LLC
INCREASED888885+3+0%$263.8K$248.6K-$15.3K2026-10-21
WealthPoint Financial, LLC
INCREASED884672+212+32%$200.3K$247.6K+$47.3K2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED88388300%$263.2K$247.3K-$15.9K2026-10-16
BigSur Wealth Management LLC
INCREASED881768+113+15%$228.9K$246.8K+$17.8K2026-10-13
Provident Wealth Management, LLC
UNCHANGED87587500%$260.8K$245.1K-$15.7K2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED86786700%$258.4K$242.8K-$15.6K2026-10-09
McCollum Christoferson Group LLC
UNCHANGED86586500%$257.8K$242.3K-$15.6K2026-10-13
Magnolia Capital Management LTD
DECREASED864868-40%$259$242-$172026-10-09
Mach-1 Financial Group, LLC
DECREASED861980-119-12%$292.1K$241.2K-$51.0K2026-11-06
Cordoba Advisory Partners LLC
INCREASED856805+51+6%$239.9K$239.8K-$1892026-10-19
Fermata Advisors, LLC
NEW855—+855——$239.3K—2026-10-13
M. Kraus & Co
UNCHANGED85585500%$254.9K$239.5K-$15.4K2026-10-20
Mraz, Amerine & Associates, Inc.
INCREASED853836+17+2%$249.2K$238.9K-$10.3K2026-10-30
Innovative Wealth Building LLC
DECREASED850882-32-4%$262.9K$238.0K-$24.8K2026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED849855-6-1%$254.7K$237.8K-$16.9K2026-10-16
Stenger Family Office, LLC
INCREASED848775+73+9%$231.0K$244.2K+$13.2K2026-10-22
CRA Financial Services, LLC
DECREASED848873-25-3%$260.1K$237.5K-$22.6K2026-10-16
Earned Wealth Advisors, LLC
NEW846—+846——$237.1K—2026-11-06
Rayburn West Financial Services LLC
UNCHANGED84684600%$252.2K$237.0K-$15.2K2026-11-03
Jeter Robert S II
NEW841—+841——$242.0K—2026-10-16
Gilpin Wealth Management, LLC
INCREASED841839+2+0%$250.1K$235.6K-$14.5K2026-10-09
Oasis Advisors, LLC
NEW840—+840——$235.2K—2026-10-16
Genesis Private Wealth, LLC
DECREASED839996-157-16%$296.9K$235.0K-$61.9K2026-11-02
Fulcrum Capital LLC
UNCHANGED83983900%$250.1K$235.0K-$15.1K2026-10-15
Columbia Bank
UNCHANGED83883800%$249.8K$234.7K-$15.1K2026-10-29
4J Wealth Management LLC
INCREASED837748+89+12%$222.9K$234.4K+$11.5K2026-11-02
Shum Financial Group, Inc.
INCREASED835725+110+15%$216.1K$233.9K+$17.8K2026-10-13
Colonial River Investments, LLC
DECREASED835888-53-6%$264.7K$233.9K-$30.8K2026-10-19
Sovran Advisors, LLC
INCREASED834792+42+5%$219.4K$261.0K+$41.6K2026-11-02
BCS Wealth Management
DECREASED833947-114-12%$282.3K$233.4K-$48.9K2026-11-03
Carmel Capital Management L.L.C.
UNCHANGED83183100%$247.7K$232.8K-$14.9K2026-10-30
Redhawk Wealth Advisors, Inc.
NEW830—+830——$232.5K—2026-10-14
Security Financial Services, Inc.
DECREASED827985-158-16%$293.6K$231.6K-$62.0K2026-10-29
Kraft, Davis & Associates, LLC
INCREASED827792+35+4%$241.4K$230.0K-$11.3K2026-10-21
Tactive Advisors, LLC
DECREASED827844-17-2%$251.6K$231.6K-$19.9K2026-10-08
Sunpointe, LLC
DECREASED8261,039-213-20%$309.7K$231.4K-$78.3K2026-10-22
Howard Wealth Management, LLC
DECREASED826845-19-2%$251.9K$231.4K-$20.5K2026-10-28
Wescott Financial Advisory Group, LLC
NEW825—+825——$231.1K—2026-11-09
Independent Wealth Network Inc.
DECREASED8181,092-274-25%$325.5K$229.1K-$96.4K2026-10-19
Lake Street Private Wealth, LLC
DECREASED817902-85-9%$268.9K$228.8K-$40.0K2026-10-22
Richard P Slaughter Associates Inc
UNCHANGED81581500%$242.9K$228.3K-$14.7K2026-10-13
Frederick Financial Consultants, LLC
DECREASED813904-91-10%$269.4K$227.7K-$41.7K2026-10-29
Pines Wealth Management, LLC
DECREASED8121,414-602-43%$421.5K$227.4K-$194.0K2026-10-21
Clarus Group, Inc.
UNCHANGED80980900%$241.2K$226.7K-$14.5K2026-10-21
First Bancorp, Inc
INCREASED805765+40+5%$228.0K$225.5K-$2.6K2026-10-26
Community Trust & Investment Co
UNCHANGED80580500%$239.9K$225.5K-$14.5K2026-10-15
Cedarwood Wealth LLC
INCREASED804794+10+1%$236.6K$225.1K-$11.5K2026-11-09
Decker Wealth Management LLC
NEW802—+802——$224.6K—2026-10-09
WealthTrust Asset Management, LLC
INCREASED801791+10+1%$235.7K$224.5K-$11.3K2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED801806-5-1%$240.2K$224.4K-$15.9K2026-11-05
Factor Wealth Management LTD
NEW800—+800——$224.1K—2026-10-08
ACT Wealth Management, LLC
DECREASED800920-120-13%$274.2K$224.1K-$50.2K2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED80080000%$238.5K$224.1K-$14.4K2026-10-16
Brandywine OAK Private Wealth LLC
NEW794—+794——$222.2K—2026-10-23
Global View Capital Management LLC
INCREASED794785+9+1%$234.0K$222.4K-$11.6K2026-10-28
Stirlingshire Investments, Inc.
NEW791—+791——$221.6K—2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED791849-58-7%$253.1K$221.7K-$31.4K2026-10-14
Heritage Wealth Management, Inc.
DECREASED789989-200-20%$294.8K$221.0K-$73.8K2026-10-28
Valued Retirements, Inc.
NEW787—+787——$220.4K—2026-11-06
Hall Laurie J Trustee
DECREASED787795-8-1%$237.0K$220.4K-$16.5K2026-10-06
Gilman Hill Asset Management, LLC
NEW786—+786——$220.2K—2026-10-13
Livet Wealth, LLC
INCREASED786767+19+2%$228.6K$220.2K-$8.5K2026-10-27
Canvas Wealth Advisors, LLC
INCREASED782690+92+13%$205.7K$244.7K+$39.1K2026-11-02
Trilogy Capital Inc.
DECREASED779841-62-7%$250.7K$218.2K-$32.5K2026-10-20
Adamsbrown Wealth Consultants LLC
INCREASED778774+4+1%$230.7K$218.0K-$12.7K2026-10-20
Chiron Capital Management, LLC
UNCHANGED77777700%$231.6K$217.6K-$14.0K2026-10-15
Svrn Asset Management, LLC
UNCHANGED77577500%$231.0K$217.1K-$13.9K2026-11-02
Center For Asset Management LLC
NEW774—+774——$216.8K—2026-10-16
Hoxton Planning & Management, LLC
DECREASED774809-35-4%$241.1K$216.8K-$24.3K2026-10-15
Hamilton Capital, LLC
DECREASED773881-108-12%$262.6K$216.5K-$46.1K2026-10-08
Salomon & Ludwin, LLC
DECREASED770773-30%$230.7K$215.7K-$15.0K2026-10-29
AA Financial Advisors, LLC
INCREASED769755+14+2%$225.0K$215.4K-$9.7K2026-10-19
Solidarity Wealth, LLC
INCREASED765748+17+2%$223.0K$214.3K-$8.7K2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED765760+5+1%$226.4K$214.1K-$12.3K2026-11-02
Watershed Private Wealth LLC
NEW763—+763——$213.7K—2026-10-30
First Pacific Financial
DECREASED762839-77-9%$250.0K$213.4K-$36.6K2026-10-14
Rise Advisors, LLC
NEW761—+761——$213.1K—2026-10-16
Orca Wealth Management, LLC
DECREASED761814-53-7%$242.7K$213.1K-$29.7K2026-10-14
Client 1ST Advisory Group, LLC
DECREASED760908-148-16%$270.6K$212.9K-$57.8K2026-10-19
GR Financial Group, LLC
INCREASED760758+2+0%$226.0K$213.0K-$13.0K2026-10-27
Robinson Smith Wealth Advisors LLC
UNCHANGED76076000%$226.5K$212.9K-$13.7K2026-10-22
Optivise Advisory Services LLC
INCREASED759731+28+4%$218.0K$212.5K-$5.6K2026-10-19
SilverOak Wealth Management LLC
DECREASED758762-4-1%$227.1K$212.3K-$14.8K2026-10-29
Birinyi Associates Inc
UNCHANGED75075000%$224.0K$210-$223.8K2026-10-28
Orange Investment Advisors, Inc.
UNCHANGED75075000%$223.6K$210.1K-$13.5K2026-10-23
Silverlake Wealth Management LLC
INCREASED749748+1+0%$222.9K$209.7K-$13.2K2026-10-21
BAM Wealth Management, LLC
NEW747—+747——$209.2K—2026-10-15
Barings LLC
NEW745—+745——$208.7K—2026-10-22
Schneider Downs Wealth Management Advisors, LP
NEW740—+740——$207.3K—2026-10-27
RKL Wealth Management LLC
NEW738—+738——$206.8K—2026-10-16
McElhenny Sheffield Capital Management, LLC
INCREASED734725+9+1%$216.1K$205.6K-$10.5K2026-11-06
Goldstein Advisors, LLC
NEW733—+733——$205.3K—2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED73373300%$218.7K$205.6K-$13.2K2026-10-26
Evermay Wealth Management LLC
UNCHANGED73273200%$218.2K$205.0K-$13.2K2026-11-05
Pearl Planning LLC
INCREASED730720+10+1%$214.6K$204.5K-$10.1K2026-10-13
Kaufman Rossin Wealth, LLC
NEW729—+729——$204.3K—2026-10-19
Invera Wealth Advisors, LLC
DECREASED729740-11-1%$220.6K$204.2K-$16.4K2026-10-28
Symmetry Partners, LLC
NEW727—+727——$203.5K—2026-10-27
Miramontes Capital, LLC
DECREASED725761-36-5%$226.8K$203.1K-$23.8K2026-10-19
Hartmann Taylor Wealth Management, LLC
NEW724—+724——$202.8K—2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED721752-31-4%$224.2K$201.9K-$22.3K2026-10-13
Certified Advisory Corp
INCREASED720700+20+3%$208.7K$201.6K-$7.1K2026-10-29
Boltwood Capital Management
INCREASED720710+10+1%$211.6K$201.7K-$10.0K2026-10-02
Heritage Investment Group, Inc.
INCREASED720713+7+1%$212.5K$201.7K-$10.9K2026-11-03
Silver Oak Advisory Group, Inc.
UNCHANGED72072000%$214.0K$201.7K-$12.3K2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED719751-32-4%$223.8K$201.4K-$22.5K2026-10-22
Smith Thornton Advisors LLC
INCREASED719696+23+3%$207.9K$201.5K-$6.4K2026-10-16
Madrona Financial Services, LLC
INCREASED716699+17+2%$208.4K$200.5K-$7.8K2026-10-23
Clark Asset Management, LLC
DECREASED715753-38-5%$224.4K$200.3K-$24.2K2026-10-19
Insight Wealth Strategies, LLC
DECREASED714820-106-13%$244.6K$200.1K-$44.5K2026-10-09
Bangor Savings Bank
UNCHANGED71471400%$212.8K$200.0K-$12.8K2026-10-06
Eurizon SLJ Capital Ltd
DECREASED709822-113-14%$245.0K$198.6K-$46.4K2026-11-06
Investors Research Corp
DECREASED705769-64-8%$229.2K$197.5K-$31.8K2026-10-07
Enzi Wealth
INCREASED696691+5+1%$211.1K$200.3K-$10.8K2026-10-14
Latitude Advisors, LLC
UNCHANGED68868800%$205.1K$192.8K-$12.3K2026-10-27
Warburton Capital Management, LLC
NEW668—+668——$208.7K—2026-11-06
Key FInancial Inc
INCREASED652573+79+14%$170.8K$182.6K+$11.8K2026-11-02
Asset Planning,Inc
INCREASED638636+2+0%$189.5K$178.6K-$11.0K2026-10-26
Toth Financial Advisory Corp
INCREASED634601+33+5%$179.1K$177.6K-$1.6K2026-10-08
Kings Path Partners LLC
UNCHANGED63363300%$188.7K$177.3K-$11.4K2026-10-21
Armstrong Advisory Group, Inc
INCREASED630624+6+1%$185.9K$176.4K-$9.5K2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED62762700%$186.9K$175.6K-$11.3K2026-10-15
Keystone Financial Group, Inc.
INCREASED624623+1+0%$185.6K$174.9K-$10.7K2026-10-13
High Note Wealth, LLC
INCREASED620547+73+13%$163.0K$173.7K+$10.6K2026-10-27
Highline Wealth Partners LLC
INCREASED617528+89+17%$157.5K$172.9K+$15.4K2026-10-19
Fairscale Capital, LLC
UNCHANGED61161100%$182.1K$183.8K+$1.7K2026-11-04
Meriwether Wealth & Planning, LLC
NEW601—+601——$168.3K—2026-10-13
Madden Securities Corp
NEW600—+600——$168.1K—2026-10-27
Triumph Capital Management
INCREASED599543+56+10%$161.9K$167.7K+$5.9K2026-10-14
Harbor Capital Advisors, Inc.
NEW595—+595——$167—2026-10-22
Richardson Capital Management LLC
UNCHANGED58358300%$173.8K$163.3K-$10.5K2026-10-23
Lodestone Wealth Management LLC
INCREASED581434+147+34%$129.4K$162.7K+$33.4K2026-10-14
Ares Financial Consulting, LLC
INCREASED568554+14+3%$165.2K$159.2K-$6.0K2026-10-19
Rothwell Investment Advisors, LLC
NEW566—+566——$158.5K—2026-11-06
Gables Capital Management Inc.
UNCHANGED56556500%$168.4K$158.3K-$10.2K2026-11-04
Avion Wealth
DECREASED557560-3-1%$166.0K$155-$165.8K2026-11-04
Gold Investment Management Ltd.
UNCHANGED55555500%$165.4K$155.5K-$10.0K2026-10-19
Community Financial Services Group, LLC
DECREASED554564-10-2%$168.3K$155.8K-$12.5K2026-10-15
WPG Advisers, LLC
INCREASED553523+30+6%$155.9K$154.9K-$1.0K2026-10-27
Strive Financial Group,LLC
INCREASED53984+455+542%$25.0K$151.0K+$125.9K2026-11-09
Byrne Asset Management LLC
UNCHANGED53253200%$158.6K$149.7K-$8.9K2026-10-06
Bell Investment Advisors, Inc
INCREASED529318+211+66%$94.8K$148.2K+$53.4K2026-10-29
First United Bank & Trust
DECREASED528561-33-6%$167.2K$147.9K-$19.3K2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED52752700%$133.0K$149-$132.9K2026-11-04
Old Second National Bank of Aurora
UNCHANGED51551500%$153.5K$144.2K-$9.3K2026-10-22
Fortitude Family Office, LLC
INCREASED503351+152+43%$104.6K$140.9K+$36.3K2026-10-14
Entrust Financial LLC
DECREASED503525-22-4%$156.5K$140.9K-$15.6K2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED48448400%$144.3K$135.6K-$8.7K2026-10-22
DeDora Capital, Inc.
DECREASED482757-275-36%$225.5K$134.9K-$90.6K2026-10-26
Valued Wealth Advisors LLC
INCREASED481457+24+5%$136.2K$134.7K-$1.5K2026-11-05
Country Trust Bank
UNCHANGED47047000%$140.1K$131.6K-$8.5K2026-10-30
Financial Network Wealth Advisors LLC
DECREASED464566-102-18%$168.8K$130.1K-$38.7K2026-10-28
GK Wealth Management LLC
NEW462—+462——$129.4K—2026-10-09
Sava Infond d.o.o.
UNCHANGED46046000%$137.1K$128.8K-$8.3K2026-10-28
Wilkerson Advisory Group LLC
INCREASED454439+15+3%$131.0K$127.2K-$3.8K2026-10-20
S.A. Mason LLC
NEW450—+450——$126.0K—2026-10-13
Axiom Investment Management LLC
DECREASED450559-109-19%$166.6K$126.0K-$40.6K2026-11-03
DiNuzzo Private Wealth, Inc.
INCREASED44848+400+833%$14.3K$125.5K+$111.2K2026-10-16
Union Savings Bank
UNCHANGED43543500%$129.7K$121.8K-$7.8K2026-10-14
Kennebec Savings Bank
DECREASED432435-3-1%$129.7K$121.0K-$8.7K2026-10-22
Western Pacific Wealth Management, LP
INCREASED429320+109+34%$95.4K$120.2K+$24.8K2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED428365+63+17%$108.8K$119.9K+$11.1K2026-10-30
True Wealth Design, LLC
INCREASED423173+250+145%$51.5K$118.5K+$67.0K2026-10-13
Hughes Financial Services, LLC
INCREASED412366+46+13%$109.1K$128.9K+$19.8K2026-10-30
Reap Financial Group, LLC
INCREASED411384+27+7%$114.4K$115.1K+$7432026-11-02
Center for Financial Planning, Inc.
INCREASED40694+312+332%$28.0K$113.7K+$85.7K2026-10-26
Arlington Trust Co LLC
INCREASED395262+133+51%$78.1K$110.6K+$32.5K2026-10-20
Rational Advisors, Inc.
INCREASED395336+59+18%$100.2K$110.6K+$10.5K2026-11-02
Elevated Capital Advisors, LLC
DECREASED394825-431-52%$245.8K$110.4K-$135.5K2026-11-04
Evolution Wealth Management Inc.
INCREASED390307+83+27%$91.5K$109.2K+$17.7K2026-10-28
Signature Equity Partners, LLC
INCREASED387289+98+34%$86.1K$108.3K+$22.2K2026-10-29
United Community Bank
UNCHANGED38338300%$114.2K$107.3K-$6.9K2026-10-28
Maj Invest Holding A/S
UNCHANGED37537500%$112$105-$72026-10-27
Tounjian Advisory Partners, LLC
INCREASED36099+261+264%$29.4K$100.9K+$71.5K2026-11-04
Joseph Group Capital Management
INCREASED359352+7+2%$104.9K$100.6K-$4.4K2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED35835800%$106.7K$100.3K-$6.4K2026-10-29
Rydar Equities, Inc.
NEW357—+357——$103.1K—2026-10-13
Financial Consulate, Inc
INCREASED343327+16+5%$97.5K$96.1K-$1.4K2026-10-23
Costello Asset Management, Inc
INCREASED332331+1+0%$98.8K$92.9K-$5.9K2026-10-30
GoalVest Advisory LLC
INCREASED33116+315+1969%$4.8K$92.8K+$88.0K2026-10-02
Covestor Ltd
DECREASED331361-30-8%$108.0K$93-$107.9K2026-10-30
Kozak & Associates, Inc.
DECREASED331341-10-3%$101.6K$102.7K+$1.0K2026-10-29
IMG Wealth Management, Inc.
INCREASED329304+25+8%$90.6K$92.2K+$1.5K2026-10-27
Hoese & Co LLP
UNCHANGED31031000%$92.4K$86.8K-$5.6K2026-10-21
Owl Creek Wealth Partners LLC
DECREASED307356-49-14%$106.1K$86.0K-$20.1K2026-10-20
Private Wealth Management Group, LLC
INCREASED307287+20+7%$85.4K$85.9K+$4682026-10-19
Canton Hathaway, LLC
UNCHANGED30130100%$89.7K$84.3K-$5.4K2026-10-23
Elevation Wealth Partners, LLC
INCREASED299216+83+38%$64.4K$83.7K+$19.4K2026-10-07
Catalyst Capital Advisors LLC
INCREASED299271+28+10%$80.8K$83.7K+$3.0K2026-11-02
Horrell Capital Management, Inc.
UNCHANGED29729700%$88.5K$83.2K-$5.3K2026-10-08
James T. Borello RIA
INCREASED296295+1+0%$87.9K$82.9K-$5.0K2026-10-16
Trust Co
UNCHANGED29529500%$87.9K$82.6K-$5.3K2026-10-09
Roxbury Financial LLC
INCREASED291290+1+0%$86.5K$81.5K-$5.0K2026-10-01
Nova Financial LLC
NEW290—+290——$81.1K—2026-11-04
William Mack & Associates, Inc.
NEW283—+283——$79.3K—2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED28028000%$83.3K$78.3K-$5.0K2026-10-28
Pension & Wealth Management Advisors, Inc.
NEW274—+274——$76.8K—2026-10-16
Mosley Wealth Management
INCREASED27223+249+1083%$6.9K$75.9K+$69.1K2026-10-16
N.E.W. Advisory Services LLC
INCREASED268241+27+11%$71.8K$75.1K+$3.2K2026-11-09
Markowski Investments
INCREASED258190+68+36%$56.6K$72.1K+$15.5K2026-10-30
Birchbrook, Inc.
UNCHANGED25025000%$74.5K$70.0K-$4.5K2026-10-14
Citizens National Bank Trust Department
UNCHANGED24924900%$74.2K$69.7K-$4.5K2026-11-04
Bayforest Capital Ltd
DECREASED243473-230-49%$141.0K$68.1K-$72.9K2026-11-03
West Branch Capital LLC
DECREASED236414-178-43%$123.4K$66.1K-$57.3K2026-10-20
Compass Financial Management LLC
DECREASED228243-15-6%$71.0K$63.9K-$7.1K2026-10-30
PMV Capital Advisers, LLC
DECREASED225227-2-1%$67.7K$63.0K-$4.6K2026-11-09
WealthCare Investment Partners, LLC
DECREASED223826-603-73%$246.1K$232.4K-$13.7K2026-11-05
Towne Trust Company, N.a
DECREASED218230-12-5%$68.6K$61.1K-$7.5K2026-10-28
Luken Investment Analytics, LLC
UNCHANGED21821800%$65.0K$61.1K-$3.9K2026-11-06
MB, Levis & Associates, LLC
INCREASED217216+1+0%$64.4K$60.9K-$3.6K2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED21621600%$64.4K$60.5K-$3.9K2026-10-28
Next Level Wealth Planning, LLC
NEW210—+210——$58.8K—2026-10-29
Rakuten Securities, Inc.
DECREASED208245-37-15%$73.0K$58.3K-$14.8K2026-11-02
Sankala Group LLC
UNCHANGED20620600%$55.7K$58.0K+$2.3K2026-11-09
Roble, Belko & Company, Inc
INCREASED204200+4+2%$60.0K$57-$59.9K2026-11-09
Peoples Financial Services Corp.
UNCHANGED20220200%$60.2K$56.6K-$3.6K2026-10-20
Adirondack Trust Co
DECREASED195215-20-9%$64.1K$54.6K-$9.5K2026-10-14
Westside Investment Management, Inc.
UNCHANGED19519500%$58.1K$54.6K-$3.5K2026-11-02
PlanVest Financial, Inc
UNCHANGED19519500%$58.0K$54.5K-$3.4K2026-11-09
AXS Investments LLC
DECREASED169201-32-16%$59.9K$47.3K-$12.6K2026-11-04
Main Street Group, LTD
UNCHANGED16716700%$49.7K$46.9K-$2.8K2026-10-28
Aspect Partners, LLC
DECREASED158160-2-1%$47.7K$44.3K-$3.4K2026-10-20
Bfsg, LLC
INCREASED15482+72+88%$24.4K$43.1K+$18.7K2026-10-30
Tower Trust & Investment Co
INCREASED1533+150+5000%$894$42.9K+$42.0K2026-10-28
Planning Strategies Inc.
INCREASED151147+4+3%$43.8K$42.3K-$1.5K2026-10-02
Bare Financial Services, Inc
DECREASED150156-6-4%$46.5K$42.0K-$4.5K2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED15015000%$44.7K$42.0K-$2.7K2026-10-28
Northstar Asset Management Co
UNCHANGED15015000%$41.9K$42.7K+$7612026-10-22
Gen-Wealth Partners Inc
DECREASED149162-13-8%$48.3K$41.7K-$6.6K2026-11-04
Dogwood Wealth Management LLC
DECREASED145175-30-17%$52.2K$40.6K-$11.5K2026-11-09
High Point Wealth Management, LLC
UNCHANGED14514500%$43.1K$40.7K-$2.4K2026-11-05
Advocate Investing Services LLC
UNCHANGED14514500%$43.2K$40.6K-$2.6K2026-10-26
TFC Financial Management, Inc.
UNCHANGED14214200%$42.4K$39.8K-$2.6K2026-10-26
Abound Wealth Management
INCREASED13987+52+60%$25.8K$39.0K+$13.2K2026-10-26
Reyes Financial Architecture, Inc.
NEW129—+129——$36.1K—2026-10-22
Addison Advisors LLC
INCREASED129128+1+1%$38.2K$36.1K-$2.0K2026-11-06
Lummis Asset Management, LP
DECREASED127128-1-1%$38.2K$35.6K-$2.6K2026-11-09
Cedar Mountain Advisors, LLC
DECREASED124160-36-22%$47.7K$34.7K-$13.0K2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED12312300%$36.7K$34.5K-$2.2K2026-10-16
American Capital Advisory, LLC
INCREASED122119+3+3%$35.5K$34.2K-$1.3K2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED120104+16+15%$31.0K$33.6K+$2.6K2026-11-03
Nvwm, LLC
INCREASED11718+99+550%$5.4K$32.8K+$27.4K2026-10-14
MidAtlantic Capital Management, Inc.
NEW115—+115——$32.2K—2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED11311300%$33.6K$31.6K-$2.0K2026-10-23
Transce3nd, LLC
INCREASED112104+8+8%$32.4K$31.9K-$5112026-10-26
Atwood & Palmer Inc
UNCHANGED11211200%$33.4K$31.4K-$2.0K2026-10-08
DecisionPoint Financial, LLC
INCREASED11194+17+18%$28.1K$31.2K+$3.2K2026-10-27
Marquette Asset Management, LLC
UNCHANGED11111100%$33.1K$31.1K-$2.0K2026-10-09
Darwin Wealth Management, LLC
INCREASED10920+89+445%$6.3K$30.6K+$24.3K2026-11-09
Creative Capital Management Investments LLC
INCREASED10740+67+168%$11.9K$30.0K+$18.0K2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED10610600%$31.6K$29.7K-$1.9K2026-11-03
Tidemark, LLC
INCREASED10490+14+16%$26.8K$29.1K+$2.3K2026-11-09
Putney Financial Group LLC
NEW100—+100——$28.0K—2026-10-30
Southern Michigan Bank & Trust
UNCHANGED10010000%$29.8K$28.0K-$1.8K2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED9752+45+87%$15.5K$27.2K+$11.7K2026-10-21
Maseco LLP
INCREASED9475+19+25%$22.4K$26.3K+$4.0K2026-10-27
GGM Financial LLC
UNCHANGED949400%$27.9K$26.3K-$1.6K2026-11-05
Essential Investment Partners LLC
UNCHANGED909000%$26.8K$25.2K-$1.6K2026-10-27
Noble Wealth Management PBC
DECREASED8994-5-5%$28.0K$24.9K-$3.1K2026-10-01
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED878700%$26.0K$24-$26.0K2026-10-14
Torren Management, LLC
DECREASED8394-11-12%$28.0K$23.3K-$4.7K2026-10-29
Key Capital Management, Inc
UNCHANGED838300%$24.7K$23.2K-$1.5K2026-11-03
IAG Wealth Partners, LLC
INCREASED8175+6+8%$22.4K$22.7K+$3332026-11-06
Burk Holdings LLC
INCREASED7940+39+98%$11.9K$22.1K+$10.2K2026-11-05
Breakwater Investment Management
DECREASED7980-1-1%$23.8K$22.1K-$1.7K2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED797900%$23.5K$22.1K-$1.4K2026-10-28
Gleason Group, Inc.
UNCHANGED777700%$23.0K$21.6K-$1.4K2026-10-15
Balance Wealth Partners LLC
NEW72—+72——$20.1K—2026-10-27
Kingdom Financial Group Llc.
DECREASED72577-505-88%$171.9K$20.2K-$151.7K2026-11-04
Highland Investment Advisors LLC
INCREASED7270+2+3%$21.0K$20.1K-$8902026-11-09
Downshift Financial, LLC
INCREASED7271+1+1%$21.2K$20.2K-$9972026-10-13
Global Trust Asset Management, LLC
UNCHANGED676700%$20.0K$18.8K-$1.2K2026-10-19
Sunrise Financial Services, LLC
UNCHANGED656500%$19.4K$18.2K-$1.2K2026-10-21
First Community Trust NA
UNCHANGED636300%$18.8K$17.6K-$1.1K2026-10-07
Activest Wealth Management
DECREASED6183-22-27%$24.7K$17.1K-$7.7K2026-10-15
Hager Investment Management Services, LLC
INCREASED6150+11+22%$14.9K$17.1K+$2.2K2026-11-04
Retirement Wealth Solutions LLC
INCREASED6014+46+329%$4.2K$16.8K+$12.6K2026-10-07
Buck Wealth Strategies, LLC
INCREASED6049+11+22%$14.6K$16.8K+$2.2K2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED606000%$17.7K$16.7K-$1.1K2026-10-15
Polaris Financial Partners
NEW59—+59——$17—2026-10-02
Lloyd Advisory Services, Llc.
INCREASED5957+2+4%$17.0K$16.7K-$3982026-11-02
Clark Wealth Partners
INCREASED5548+7+15%$14.3K$15.4K+$1.1K2026-10-19
Greykasell Wealth Strategies, Inc.
UNCHANGED555500%$16.4K$15.4K-$9892026-11-09
Mascoma Wealth Management LLC
DECREASED5253-1-2%$15.8K$14.6K-$1.2K2026-10-23
Aventus Investment Advisors, Inc.
INCREASED5140+11+28%$11.9K$14.3K+$2.4K2026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED505000%$14.9K$14.0K-$8992026-11-02
IFS Advisors, LLC
NEW49—+49——$13.8K—2026-10-14
Morton Brown Family Wealth, LLC
INCREASED4815+33+220%$4.5K$13.4K+$9.0K2026-10-23
10Elms LLP
NEW47—+47——$13.2K—2026-11-06
Ameliora Wealth Management Ltd.
NEW45—+45——$12.6K—2026-10-23
Archer Investment Corp
DECREASED4553-8-15%$15.9K$12.6K-$3.3K2026-11-05
Fairway Wealth LLC
NEW41—+41——$11.5K—2026-10-30
Align Financial, LLC
INCREASED4130+11+37%$8.9K$11.5K+$2.5K2026-10-16
Comprehensive Financial Planning, Inc.
UNCHANGED414100%$12.2K$11.5K-$7382026-10-27
United Financial Planning Group LLC
UNCHANGED414100%$12.2K$11.5K-$7372026-11-04
Phillip James Consulting Co.
UNCHANGED393900%$11.6K$10.9K-$7012026-11-03
Davis Capital Management
INCREASED3827+11+41%$8.0K$10.6K+$2.6K2026-10-08
Financial Perspectives, Inc
UNCHANGED373700%$11.0K$10.4K-$6662026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED363600%$10.7K$10.1K-$6472026-10-07
KFG LLC
NEW34—+34——$9.5K—2026-11-02
First Premier Bank
UNCHANGED343400%$10$10$02026-10-13
Team Financial Group, LLC
NEW32—+32——$9.0K—2026-10-30
Yankcom Partnership
UNCHANGED323200%$9.5K$9.0K-$5752026-10-15
RHL Group, LLC
DECREASED3034-4-12%$10.1K$8.5K-$1.7K2026-11-04
Richardson Financial Services Inc.
UNCHANGED303000%$8.9K$8.4K-$5392026-10-30
Quest 10 Wealth Builders, Inc.
INCREASED2818+10+56%$5.3K$7.8K+$2.5K2026-11-02
Horizon Financial Services, LLC
NEW27—+27——$7.6K—2026-11-04
Investment Research & Advisory Group, Inc.
UNCHANGED252500%$12.8K$12.0K-$7732026-10-19
Chapman Financial Group, LLC
UNCHANGED252500%$7.5K$7.0K-$4492026-10-26
Friedenthal Financial
NEW24—+24——$6.7K—2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED232300%$6.9K$6.5K-$3872026-10-23
Three Bridge Wealth Advisors, LLC
NEW21—+21——$5.9K—2026-11-05
Mainstream Capital Management LLC
NEW20—+20——$5.6K—2026-10-23
Prudent Man Investment Management, Inc.
UNCHANGED191900%$3.3K$5.3K+$2.0K2026-11-03
Horizons Wealth Management
NEW18—+18——$5.0K—2026-10-05
Monetary Solutions, Ltd
INCREASED1817+1+6%$5.1K$5.0K-$252026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED181800%$5.4K$5.0K-$3232026-10-23
One River Asset Management, LLC
NEW15—+15——$4.2K—2026-10-21
Tsfg, LLC
DECREASED15115-100-87%$34.0K$4-$34.0K2026-10-23
William B. Walkup & Associates, Inc.
UNCHANGED151500%$4.5K$4.2K-$2702026-11-05
PayPay Securities Corp
UNCHANGED151500%$4.5K$4.2K-$2702026-10-27
Ashurst Perkins Coie Trust Co
NEW14—+14——$3.9K—2026-10-15
Newton One Investments LLC
NEW14—+14——$3.9K—2026-10-14
Godsey & Gibb, Inc
NEW14—+14——$3.9K—2026-10-14
Birchwood Financial Partners, Inc.
NEW12—+12——$3.4K—2026-11-02
Smallwood Wealth Investment Management, LLC
NEW11—+11——$3.1K—2026-10-30
Montgomery Financial Services LLC
UNCHANGED111100%$3.3K$3.1K-$1982026-11-03
Navigoe, LLC
UNCHANGED9900%$2$2$02026-11-04
McCarley & Cook Financial Planners
UNCHANGED9900%$2.7K$2.5K-$1622026-10-21
Mechanics Financial Corp
UNCHANGED7700%$2.1K$2.0K-$1252026-11-05
Barrett & Company, Inc.
DECREASED663-57-90%$18.9K$1.7K-$17.2K2026-10-22
Nvest Wealth Strategies, Inc.
DECREASED455-51-93%$16.4K$1.1K-$15.3K2026-10-14
CNB Bank
UNCHANGED4400%$1.2K$1.1K-$722026-11-09
Networth Advisors, LLC
UNCHANGED4400%$1.2K$1.1K-$662026-11-03
Morse Asset Management, Inc
UNCHANGED4400%$1.2K$1.1K-$722026-11-09
3 Factor Indexing, LLC
UNCHANGED2200%$597$561-$362026-10-15
BSN Capital Partners Ltd
CLOSED080,000-80,000-100%$24.2M$0-$24.2M2026-10-23
Imc-Chicago, LLC
CLOSED032,581-32,581-100%$9.7M$0-$9.7M2026-11-05
Oak Thistle LLC
CLOSED025,357-25,357-100%$7.6M$0-$7.6M2026-10-21
Advisors Preferred, LLC
CLOSED015,487-15,487-100%$4.5M$0-$4.5M2026-11-09
Western Financial Corp
CLOSED015,056-15,056-100%$4.5M$0-$4.5M2026-10-14
Patton Fund Management, Inc.
CLOSED014,486-14,486-100%$4.3M$0-$4.3M2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED010,164-10,164-100%$3.0M$0-$3.0M2026-10-16
Retireful, LLC
CLOSED05,083-5,083-100%$1.5M$0-$1.5M2026-10-09
Dana Investment Advisors, Inc.
CLOSED04,682-4,682-100%$1.4M$0-$1.4M2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED04,451-4,451-100%$1.3M$0-$1.3M2026-10-27
Leonteq Securities AG
CLOSED04,277-4,277-100%$1.3M$0-$1.3M2026-10-29
Herald Investment Management Ltd
CLOSED04,100-4,100-100%$1.2M$0-$1.2M2026-10-05
Decatur Capital Management, Inc.
CLOSED03,437-3,437-100%$1.0M$0-$1.0M2026-11-09
Absolute Capital Management, LLC
CLOSED03,003-3,003-100%$895.1K$0-$895.1K2026-10-16
Three Seasons Wealth, LLC
CLOSED02,968-2,968-100%$884.7K$0-$884.7K2026-11-03
Sustainable Insight Capital Management, LLC
CLOSED02,956-2,956-100%$881.1K$0-$881.1K2026-11-06
Iams Wealth Management, LLC
CLOSED02,741-2,741-100%$817.0K$0-$817.0K2026-10-15
Lecap Asset Management LTD
CLOSED02,485-2,485-100%$740.7K$0-$740.7K2026-10-27
Braeburn Wealth Management LLC
CLOSED02,419-2,419-100%$721.0K$0-$721.0K2026-10-15
Total Wealth Planning & Management, Inc.
CLOSED02,200-2,200-100%$655.8K$0-$655.8K2026-10-23
Johnson Financial Group, LLC
CLOSED01,915-1,915-100%$570.8K$0-$570.8K2026-11-03
TritonPoint Partners, LLC
CLOSED01,561-1,561-100%$465.3K$0-$465.3K2026-11-05
Nixon Peabody Trust Co
CLOSED01,386-1,386-100%$413.1K$0-$413.1K2026-10-23
Evolution Wealth Advisors, LLC
CLOSED01,341-1,341-100%$399.7K$0-$399.7K2026-11-03
Jmac Enterprises LLC
CLOSED01,200-1,200-100%$357.7K$0-$357.7K2026-10-30
Wellington Shields & Co., LLC
CLOSED01,050-1,050-100%$313.0K$0-$313.0K2026-11-03
Legal Advantage Investments, Inc.
CLOSED01,000-1,000-100%$298.1K$0-$298.1K2026-10-13
Code Waechter LLC
CLOSED0980-980-100%$292.1K$0-$292.1K2026-10-23
Stegent Equity Advisors, Inc.
CLOSED0960-960-100%$286.1K$0-$286.1K2026-10-13
Vicus Capital
CLOSED0957-957-100%$285.3K$0-$285.3K2026-11-05
Sigma Investment Counselors Inc
CLOSED0931-931-100%$277.5K$0-$277.5K2026-10-27
Blake Schutter Theil Wealth Advisors, LLC
CLOSED0926-926-100%$276.0K$0-$276.0K2026-11-02
Alpha Zero LLC
CLOSED0897-897-100%$261.2K$0-$261.2K2026-11-06
Abacus Wealth Partners, LLC
CLOSED0881-881-100%$262.5K$0-$262.5K2026-11-03
Quilter Plc
CLOSED0870-870-100%$259.3K$0-$259.3K2026-10-21
Nelson Capital Management, LLC
CLOSED0818-818-100%$243.8K$0-$243.8K2026-11-09
Saxon Interests, Inc.
CLOSED0807-807-100%$240.5K$0-$240.5K2026-10-26
Sound Portfolio Advisors, LLC
CLOSED0800-800-100%$238.5K$0-$238.5K2026-11-05
Semanteon Capital Management, LP
CLOSED0780-780-100%$232.5K$0-$232.5K2026-11-09
Atwater Malick LLC
CLOSED0778-778-100%$231.9K$0-$231.9K2026-10-15
eCIO, Inc.
CLOSED0776-776-100%$231.3K$0-$231.3K2026-11-02
Master's Wealth Management Inc.
CLOSED0747-747-100%$222.7K$0-$222.7K2026-10-22
Clear Wave Wealth Management LLC
CLOSED0739-739-100%$220.3K$0-$220.3K2026-11-04
Wealth Management Partners, LLC
CLOSED0738-738-100%$220.0K$0-$220.0K2026-10-21
Burns J W & Co Inc
CLOSED0714-714-100%$212.8K$0-$212.8K2026-10-20
Citizens & Northern Corp
CLOSED0713-713-100%$212.5K$0-$212.5K2026-11-06
Willner & Heller, LLC
CLOSED0709-709-100%$211.3K$0-$211.3K2026-10-28
Wiser Wealth Management, Inc
CLOSED0707-707-100%$210.7K$0-$210.7K2026-10-14
Carson Advisory Inc.
CLOSED0707-707-100%$210.8K$0-$210.8K2026-11-06
Cane Capital Partners, LLC
CLOSED0707-707-100%$210.7K$0-$210.7K2026-10-23
StoryOne LLC
CLOSED0702-702-100%$209.2K$0-$209.2K2026-10-13
Mcrae Capital Management Inc
CLOSED0700-700-100%$208.6K$0-$208.6K2026-10-15
Washington Trust Bank
CLOSED0695-695-100%$207.2K$0-$207.2K2026-11-03
AWM Capital, LLC
CLOSED0692-692-100%$206.1K$0-$206.1K2026-10-16
Westbourne Investment Advisors, Inc.
CLOSED0690-690-100%$205.7K$0-$205.7K2026-10-20
Wealth Dimensions Group, Ltd.
CLOSED0690-690-100%$205.8K$0-$205.8K2026-11-02
Fairfield Financial Advisors, LTD
CLOSED0675-675-100%$201.2K$0-$201.2K2026-10-14
Wellington Shields Capital Management, LLC
CLOSED0540-540-100%$161.0K$0-$161.0K2026-11-03
Cetera Trust Company, N.a
CLOSED0450-450-100%$134.1K$0-$134.1K2026-11-09
Midway Capital Research & Management
CLOSED0408-408-100%$121.6K$0-$121.6K2026-10-20
Cornerstone Planning Group LLC
CLOSED0403-403-100%$118.6K$0-$118.6K2026-10-16
Solstein Capital, LLC
CLOSED0178-178-100%$53.1K$0-$53.1K2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED0166-166-100%$49.5K$0-$49.5K2026-10-29
Stone House Investment Management, LLC
CLOSED0141-141-100%$42.0K$0-$42.0K2026-10-23
Wellington Grp LLC
CLOSED0140-140-100%$27.2K$0-$27.2K2026-11-06
LifeSteps Financial, Inc.
CLOSED078-78-100%$23.2K$0-$23.2K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED057-57-100%$17.0K$0-$17.0K2026-10-26
Gill Capital Partners, LLC
CLOSED042-42-100%$12.5K$0-$12.5K2026-10-13
Decker Retirement Planning Inc.
CLOSED034-34-100%$10.1K$0-$10.1K2026-10-19
Islay Capital Management, LLC
CLOSED034-34-100%$10.1K$0-$10.1K2026-10-20
Peterson Wealth Services
CLOSED018-18-100%$5.4K$0-$5.4K2026-10-26
Atlatl Advisers LLC
CLOSED014-14-100%$4.2K$0-$4.2K2026-10-22
Whipplewood Advisors, LLC
CLOSED05-5-100%$1.5K$0-$1.5K2026-10-20
Robinswood Financial LLC
CLOSED04-4-100%$1.2K$0-$1.2K2026-10-20
Trifecta Capital Advisors, LLC
CLOSED03-3-100%$895$0-$8952026-10-21
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Hurley Capital, LLC
CLOSED01-1-100%$298$0-$2982026-11-05
Merrithew & Thorsten Inc
CLOSED000—$0$0$02026-11-06
Prudent Man Advisors, LLC
UNCHANGED000—$357.3K$335.8K-$21.6K2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.7M$2.0M+$248.1K2026-10-29
BlackRock, Inc.
N/A—82,555,483-82,555,483-100%$24.6B———
Vanguard Capital Management LLC
N/A—59,441,598-59,441,598-100%$17.7B———
State Street Corp
N/A—44,453,341-44,453,341-100%$13.3B———
Invesco Ltd.
N/A—37,777,410-37,777,410-100%$11.3B———
JPMorgan Chase & Co
N/A—32,449,245-32,449,245-100%$9.3B———
Vanguard Portfolio Management LLC
N/A—29,529,799-29,529,799-100%$8.8B———
Charles Schwab Investment Management Inc
N/A—21,171,749-21,171,749-100%$6.3B———
Norges Bank
N/A—13,220,004-13,220,004-100%$3.9B———
Wellington Management Group LLP
N/A—13,121,140-13,121,140-100%$3.9B———
Morgan Stanley
N/A—13,031,975-13,031,975-100%$3.9B———
Bank of America Corp
N/A—12,416,018-12,416,018-100%$3.7B———
Van Eck Associates Corp
N/A—12,149,167-12,149,167-100%$3.6B———
Goldman Sachs Group Inc
N/A—9,988,358-9,988,358-100%$3.0B———
FIL Ltd
N/A—9,529,190-9,529,190-100%$2.8B———
Northern Trust Corp
N/A—9,391,487-9,391,487-100%$2.8B———
Price T Rowe Associates Inc
N/A—9,202,863-9,202,863-100%$2.7B———
UBS Asset Management Americas LLC
N/A—8,825,046-8,825,046-100%$2.6B———
Alliancebernstein L.P.
N/A—8,781,234-8,781,234-100%$1.7B———
Primecap Management Co
N/A—8,514,989-8,514,989-100%$2.5B———
UBS Group AG
N/A—7,514,305-7,514,305-100%$2.2B———
Royal Bank of Canada
N/A—7,159,508-7,159,508-100%$2.1B———
Legal & General Group Plc
N/A—6,435,660-6,435,660-100%$1.9B———
Ameriprise Financial Inc
N/A—6,127,447-6,127,447-100%$1.8B———
Capital Research Global Investors
N/A—5,652,557-5,652,557-100%$1.7B———
Vanguard Fiduciary Trust Co
N/A—5,229,687-5,229,687-100%$1.6B———
Nuveen, LLC
N/A—4,875,068-4,875,068-100%$1.5B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—4,674,406-4,674,406-100%$1.4B———
Massachusetts Financial Services Co
N/A—4,646,473-4,646,473-100%$1.4B———
State Farm Mutual Automobile Insurance Co
N/A—4,402,785-4,402,785-100%$1.3B———
Wells Fargo & Company
N/A—4,227,375-4,227,375-100%$1.3B———
Clearbridge Investments, LLC
N/A—4,210,608-4,210,608-100%$1.3B———
Franklin Resources Inc
N/A—3,577,624-3,577,624-100%$1.1B———
Jennison Associates LLC
N/A—3,136,901-3,136,901-100%$935.0M———
SG Americas Securities, LLC
N/A—3,038,283-3,038,283-100%$905.6M———
Fayez Sarofim & Co
N/A—2,921,621-2,921,621-100%$870.8M———
HSBC Holdings PLC
N/A—2,817,979-2,817,979-100%$839.2M———
Rafferty Asset Management, LLC
N/A—2,761,559-2,761,559-100%$823.1M———
FMR LLC
N/A—2,685,415-2,685,415-100%$800.4M———
Stifel Financial Corp
N/A—2,659,759-2,659,759-100%$792.8M———
Swiss National Bank
N/A—2,567,900-2,567,900-100%$765.4M———
Raymond James Financial Inc
N/A—2,536,988-2,536,988-100%$756.2M———
BNP Paribas Financial Markets
N/A—2,480,470-2,480,470-100%$739.4M———
Davis Selected Advisers
N/A—2,437,486-2,437,486-100%$726.5M———
First Trust Advisors LP
N/A—2,404,732-2,404,732-100%$716.8M———
Canada Pension Plan Investment Board
N/A—2,392,518-2,392,518-100%$713.1M———
National Pension Service
N/A—2,120,680-2,120,680-100%$632.1M———
Citadel Advisors LLC
N/A—2,055,598-2,055,598-100%$612.7M———
Vanguard Asset Management, Ltd
N/A—2,050,505-2,050,505-100%$611.2M———
Envestnet Asset Management Inc
N/A—2,006,127-2,006,127-100%$598.0M———
Vanguard Global Advisers, LLC
N/A—1,972,369-1,972,369-100%$587.9M———
Manufacturers Life Insurance Company, the
N/A—1,819,316-1,819,316-100%$542.3M———
Nomura Asset Management International Inc.
N/A—1,806,053-1,806,053-100%$538.3M———
Fundsmith LLP
N/A—1,799,182-1,799,182-100%$536.3M———
Neuberger Berman Group LLC
N/A—1,775,520-1,775,520-100%$527.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,702,557-1,702,557-100%$507.5M———
Jane Street Group, LLC
N/A—1,688,867-1,688,867-100%$503.4M———
Rhumbline Advisers
N/A—1,643,360-1,643,360-100%$489.8M———
Schroder Investment Management Group
N/A—1,629,618-1,629,618-100%$485.7M———
Caisse de Depot ET Placement DU Quebec
N/A—1,626,957-1,626,957-100%$484.9M———
California Public Employees Retirement System
N/A—1,620,244-1,620,244-100%$482.9M———
Marshall Wace, LLP
N/A—1,602,959-1,602,959-100%$477.8M———
TD Asset Management Inc
N/A—1,591,542-1,591,542-100%$474.4M———
London Co of Virginia
N/A—1,549,011-1,549,011-100%$461.7M———
Victory Capital Management Inc
N/A—1,539,539-1,539,539-100%$458.9M———
Balyasny Asset Management L.P.
N/A—1,506,041-1,506,041-100%$448.9M———
Capital International Investors
N/A—1,494,686-1,494,686-100%$445.2M———
Jupiter Topco LLC
N/A—1,418,674-1,418,674-100%$422.8M———
AQR Capital Management LLC
N/A—1,402,334-1,402,334-100%$412.4M———
Renaissance Technologies LLC
N/A—1,402,100-1,402,100-100%$417.9M———
California State Teachers Retirement System
N/A—1,383,273-1,383,273-100%$412.3M———
Point72 Asset Management, L.P.
N/A—1,377,090-1,377,090-100%$410.5M———
Two Sigma Investments, LP
N/A—1,371,840-1,371,840-100%$408.9M———
Allianz Asset Management GmbH
N/A—1,336,647-1,336,647-100%$398.4M———
Qube Research & Technologies Ltd
N/A—1,158,186-1,158,186-100%$345.2M———
American Century Companies Inc
N/A—1,113,857-1,113,857-100%$332.0M———
BNP Paribas Asset Management Holding S.A.
N/A—1,108,966-1,108,966-100%$330.5M———
Royal London Asset Management LTD
N/A—1,089,192-1,089,192-100%$324.7M———
Longview Partners (Guernsey) LTD
N/A—1,081,243-1,081,243-100%$322.3M———
Public Employees Retirement Association of Colorado
N/A—1,059,528-1,059,528-100%$315.8M———
Natixis Advisors, LLC
N/A—1,050,677-1,050,677-100%$313.2M———
D. E. Shaw & Co., Inc.
N/A—1,032,082-1,032,082-100%$307.6M———
National Bank of Canada
N/A—983,489-983,489-100%$293.1M———
New York State Common Retirement Fund
N/A—926,855-926,855-100%$276.3M———
Ensign Peak Advisors, Inc
N/A—924,518-924,518-100%$275.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—831,394-831,394-100%$247.8M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—805,391-805,391-100%$240.1M———
Aviva PLC
N/A—801,713-801,713-100%$239.0M———
Susquehanna International Group, LLP
N/A—795,137-795,137-100%$237.0M———
State Board of Administration of Florida Retirement System
N/A—773,327-773,327-100%$230.5M———
Federated Hermes, Inc.
N/A—771,692-771,692-100%$230.0M———
Bank of Nova Scotia
N/A—771,538-771,538-100%$230.0M———
APG Asset Management N.V.
N/A—767,401-767,401-100%$200.1M———
HighTower Advisors, LLC
N/A—763,670-763,670-100%$227.6M———
Prudential Financial Inc
N/A—761,113-761,113-100%$226.9M———
Railway Pension Investments Ltd
N/A—760,371-760,371-100%$226.6M———
Fundsmith Investment Services Ltd.
N/A—759,134-759,134-100%$226.3M———
CI Investments Inc.
N/A—748,146-748,146-100%$223.0M———
Brown Brothers Harriman & Co
N/A—743,529-743,529-100%$221.6M———
Mariner, LLC
N/A—723,682-723,682-100%$215.7M———
Adage Capital Partners GP, L.L.C.
N/A—721,644-721,644-100%$215.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—719,088-719,088-100%$213.4M———
Worldquant Millennium Advisors LLC
N/A—711,366-711,366-100%$212.0M———
Public Sector Pension Investment Board
N/A—700,914-700,914-100%$208.9M———
Jupiter Asset Management LTD
N/A—685,377-685,377-100%$197.1M———
Voloridge Investment Management, LLC
N/A—685,165-685,165-100%$204.2M———
Winslow Capital Management, LLC
N/A—650,733-650,733-100%$194.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—650,617-650,617-100%$193.9M———
Findlay Park Partners LLP
N/A—649,431-649,431-100%$193.6M———
Korea Investment Corp
N/A—640,501-640,501-100%$190.9M———
Canada Life Assurance Co
N/A—634,720-634,720-100%$188.9M———
Millennium Management LLC
N/A—631,666-631,666-100%$188.3M———
Jones Financial Companies Lllp
N/A—627,131-627,131-100%$179.1M———
Toronto Dominion Bank
N/A—620,361-620,361-100%$184.9M———
Treasurer of the State of North Carolina
N/A—616,404-616,404-100%$183.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—592,353-592,353-100%$175.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—586,335-586,335-100%$174.8M———
Maplelane Capital, LLC
N/A—582,000-582,000-100%$173.5M———
Epoch Investment Partners, Inc.
N/A—581,891-581,891-100%$173.4M———
Madison Asset Management, LLC
N/A—575,695-575,695-100%$171.6M———
Quantinno Capital Management LP
N/A—559,517-559,517-100%$166.8M———
LOS Angeles Capital Management LLC
N/A—548,849-548,849-100%$163.6M———
ING Groep NV
N/A—545,715-545,715-100%$162.7M———
Nissay Asset Management Corp N
N/A—543,239-543,239-100%$161.9M———
Bristol John W & Co Inc
N/A—518,704-518,704-100%$154.6M———
Jacobs Levy Equity Management, Inc
N/A—504,890-504,890-100%$150.5M———
Storebrand Asset Management AS
N/A—501,051-501,051-100%$149.3M———
Slate Path Capital LP
N/A—495,521-495,521-100%$147.7M———
NZS Capital, LLC
N/A—495,364-495,364-100%$147.7M———
Zurich Insurance Group Ltd
N/A—493,237-493,237-100%$147.0M———
Capitolis Liquid Global Markets LLC
N/A—488,795-488,795-100%$145.7M———
State of Wisconsin Investment Board
N/A—485,664-485,664-100%$144.8M———
Vanguard Investments Australia, Ltd.
N/A—466,529-466,529-100%$139.1M———
Baird Financial Group, Inc.
N/A—450,499-450,499-100%$134.3M———
Chevy Chase Trust Holdings, LLC
N/A—443,699-443,699-100%$132.3M———
SEI Investments Co
N/A—441,641-441,641-100%$131.6M———
CIBC Bancorp USA Inc.
N/A—439,681-439,681-100%$130.9M———
Cerity Partners LLC
N/A—429,200-429,200-100%$127.9M———
Camrose Capital Investment Partners LLP
N/A—414,926-414,926-100%$123.7M———
KLP Kapitalforvaltning AS
N/A—408,985-408,985-100%$121.9M———
D1 Capital Partners L.P.
N/A—405,474-405,474-100%$120.9M———
Nomura Asset Management Co LTD
N/A—382,884-382,884-100%$114.1M———
Teacher Retirement System of Texas
N/A—376,664-376,664-100%$112.3M———
Man Group plc
N/A—360,694-360,694-100%$107.5M———
Public Employees Retirement System of Ohio
N/A—358,597-358,597-100%$106.9M———
Rockefeller Capital Management L.P.
N/A—357,176-357,176-100%$106.5M———
Voya Investment Management LLC
N/A—356,367-356,367-100%$106.2M———
Gabelli Funds LLC
N/A—346,217-346,217-100%$103.2M———
State of Tennessee, Department of Treasury
N/A—336,411-336,411-100%$100.3M———
Tredje Ap-fonden
N/A—332,676-332,676-100%$99.2M———
Advisors Capital Management, LLC
N/A—332,170-332,170-100%$99.0M———
1832 Asset Management L.P.
N/A—327,748-327,748-100%$97.7M———
Nomura Holdings Inc
N/A—321,036-321,036-100%$95.7M———
Quadrature Capital Ltd
N/A—311,936-311,936-100%$93.0M———
Janney Montgomery Scott LLC
N/A—310,864-310,864-100%$92.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—296,126-296,126-100%$88.3M———
Cetera Investment Advisers
N/A—295,905-295,905-100%$88.2M———
Nearwater Capital Markets, Ltd
N/A—295,000-295,000-100%$87.9M———
Commerce Bank
N/A—294,181-294,181-100%$87.7M———
Haverford Trust Co
N/A—280,531-280,531-100%$83.6M———
Tudor Investment Corp ET AL
N/A—279,264-279,264-100%$83.2M———
DnB Asset Management AS
N/A—275,171-275,171-100%$82.0M———
Tidal Investments LLC
N/A—275,126-275,126-100%$82.0M———
Lord, Abbett & Co. LLC
N/A—274,210-274,210-100%$81.7M———
Resona Asset Management Co.,Ltd.
N/A—273,659-273,659-100%$80.9M———
Evergreen Quality Fund GP, Ltd.
N/A—262,600-262,600-100%$78.3M———
M&T Bank Corp
N/A—258,982-258,982-100%$77.2M———
Dixon Mitchell Investment Counsel Inc.
N/A—258,730-258,730-100%$77.2M———
Saturna Capital Corp
N/A—257,763-257,763-100%$76.8M———
Benjamin Edwards Inc
N/A—254,168-254,168-100%$75.8M———
Huntington National Bank
N/A—252,464-252,464-100%$75.3M———
T. Rowe Price Investment Management, Inc.
N/A—250,000-250,000-100%$74.5M———
Penserra Capital Management LLC
N/A—248,553-248,553-100%$74.1M———
HRT Financial LP
N/A—244,334-244,334-100%$72.8M———
MetLife Investment Management, LLC
N/A—243,916-243,916-100%$72.7M———
Omers Administration Corp
N/A—243,707-243,707-100%$72.6M———
Guggenheim Capital LLC
N/A—241,999-241,999-100%$72.1M———
Defiance ETFs, LLC
N/A—239,821-239,821-100%$71.6M———
Capital Advisors Inc
N/A—237,829-237,829-100%$70.9M———
Glenmede Trust Co NA
N/A—236,794-236,794-100%$70.6M———
Zacks Investment Management
N/A—236,140-236,140-100%$70.4M———
Cresset Asset Management, LLC
N/A—234,836-234,836-100%$70.0M———
Credit Agricole S A
N/A—227,075-227,075-100%$67.7M———
Kingsview Wealth Management, LLC
N/A—226,734-226,734-100%$67.6M———
Westwood Holdings Group Inc
N/A—225,549-225,549-100%$67.2M———
Focus Partners Wealth
N/A—224,860-224,860-100%$67.0M———
Mairs & Power Inc
N/A—217,453-217,453-100%$64.8M———
Oribel Capital Management, LP
N/A—216,800-216,800-100%$64.6M———
CIBC World Market Inc.
N/A—214,360-214,360-100%$63.9M———
Manchester Global Management (UK) Ltd
N/A—210,000-210,000-100%$62.6M———
Norinchukin Bank, The
N/A—209,552-209,552-100%$62.5M———
Cannell & Spears LLC
N/A—206,386-206,386-100%$61.5M———
Wilkinson Global Asset Management LLC
N/A—204,998-204,998-100%$61.1M———
Captrust Financial Advisors
N/A—203,746-203,746-100%$60.7M———
Mercer Global Advisors Inc
N/A—197,380-197,380-100%$58.8M———
Erste Asset Management GmbH
N/A—197,114-197,114-100%$56.3M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—196,538-196,538-100%$58.6M———
MML Investors Services, LLC
N/A—190,966-190,966-100%$56.9M———
Rathbones Group PLC
N/A—190,378-190,378-100%$56.7M———
Woodline Partners LP
N/A—186,361-186,361-100%$55.5M———
Hancock Whitney Corp
N/A—186,173-186,173-100%$55.5M———
Osaic Holdings, Inc.
N/A—182,371-182,371-100%$54.4M———
Sanctuary Advisors, LLC
N/A—178,646-178,646-100%$53.2M———
Silvercrest Asset Management Group LLC
N/A—176,330-176,330-100%$52.6M———
USS Investment Management Ltd
N/A—176,208-176,208-100%$52.5M———
Macquarie Group LTD
N/A—172,266-172,266-100%$51.2M———
Sandhill Capital Partners LLC
N/A—171,972-171,972-100%$51.3M———
Hudson Way Capital Management LLC
N/A—170,203-170,203-100%$50.7M———
Capital Fund Management S.A.
N/A—170,099-170,099-100%$50.7M———
Blair William & Co
N/A—169,805-169,805-100%$50.6M———
AustralianSuper Pty Ltd
N/A—168,848-168,848-100%$50.3M———
LGT Group Foundation
N/A—168,298-168,298-100%$50.2M———
Causeway Capital Management LLC
N/A—166,496-166,496-100%$49.6M———
GW&K Investment Management, LLC
N/A—163,567-163,567-100%$48.8M———
Walleye Capital LLC
N/A—162,712-162,712-100%$48.5M———
Advisors Asset Management, Inc.
N/A—155,760-155,760-100%$46.4M———
Varma Mutual Pension Insurance Co
N/A—150,741-150,741-100%$44.9M———
Mediolanum International Funds Ltd
N/A—150,689-150,689-100%$43.0M———
Alyeska Investment Group, L.P.
N/A—150,372-150,372-100%$44.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—149,401-149,401-100%$44.5M———
O'shaughnessy Asset Management, LLC
N/A—148,217-148,217-100%$44.2M———
Vega Investment Solutions
N/A—148,050-148,050-100%$44.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—146,450-146,450-100%$43.5M———
Vanguard Personalized Indexing Management, LLC
N/A—144,337-144,337-100%$43.0M———
Empowered Funds, LLC
N/A—142,324-142,324-100%$42.4M———
QRG Capital Management, Inc.
N/A—141,319-141,319-100%$42.1M———
Utah Retirement Systems
N/A—138,069-138,069-100%$41.2M———
British Columbia Investment Management Corp
N/A—136,436-136,436-100%$40.7M———
Pacer Advisors, Inc.
N/A—135,783-135,783-100%$40.5M———
Andra Ap-fonden
N/A—134,686-134,686-100%$40.1M———
Dearborn Partners LLC
N/A—133,333-133,333-100%$39.7M———
Schonfeld Strategic Advisors LLC
N/A—132,829-132,829-100%$39.6M———
NewEdge Wealth, LLC
N/A—130,552-130,552-100%$38.9M———
Benchstone Capital Management LP
N/A—126,767-126,767-100%$37.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—126,740-126,740-100%$37.8M———
Lazard Asset Management LLC
N/A—125,197-125,197-100%$37.3M———
Maytus Capital Management, LLC
N/A—125,000-125,000-100%$37.3M———
Gotham Asset Management, LLC
N/A—124,437-124,437-100%$37.1M———
Shufro Rose & Co LLC
N/A—121,817-121,817-100%$36.3M———
Pathstone Holdings, LLC
N/A—121,529-121,529-100%$36.3M———
Caxton Associates LLP
N/A—121,345-121,345-100%$36.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—120,437-120,437-100%$35.9M———
Teachers Retirement System of the State of Kentucky
N/A—117,347-117,347-100%$35.0M———
Panagora Asset Management Inc
N/A—116,791-116,791-100%$34.8M———
Gamco Investors, Inc. ET AL
N/A—116,489-116,489-100%$34.7M———
Ossiam
N/A—116,422-116,422-100%$34.7M———
South Dakota Investment Council
N/A—115,087-115,087-100%$34.3M———
NewEdge Advisors, LLC
N/A—113,810-113,810-100%$33.9M———
Segall Bryant & Hamill, LLC
N/A—111,764-111,764-100%$33.3M———
Shelton Capital Management
N/A—111,114-111,114-100%$33.1M———
Harvest Portfolios Group Inc.
N/A—110,467-110,467-100%$32.9M———
Crawford Investment Counsel Inc
N/A—107,325-107,325-100%$32.0M———
Venturi Wealth Management, LLC
N/A—106,151-106,151-100%$31.6M———
Peak6 LLC
N/A—105,598-105,598-100%$31.5M———
Groupe la Francaise
N/A—103,289-103,289-100%$30.8M———
Chilton Investment Co Inc.
N/A—99,449-99,449-100%$29.6M———
Fukoku Mutual Life Insurance Co
N/A—99,165-99,165-100%$29.6M———
Edgar Lomax Co
N/A—98,670-98,670-100%$29.4M———
Prudential PLC
N/A—97,190-97,190-100%$29.0M———
Federation des caisses Desjardins du Quebec
N/A—96,624-96,624-100%$28.8M———
Pinebridge Investments LLC
N/A—95,458-95,458-100%$28.5M———
Summitry LLC
N/A—95,045-95,045-100%$28.3M———
Steward Partners Investment Advisory, LLC
N/A—94,394-94,394-100%$28.1M———
Allstate Corp
N/A—93,844-93,844-100%$28.0M———
Lansdowne Partners (UK) LLP
N/A—92,578-92,578-100%$27.6M———
Liontrust Investment Partners LLP
N/A—90,601-90,601-100%$27.0M———
Trans-Canada Capital Inc.
N/A—90,166-90,166-100%$26.9M———
&partners
N/A—88,758-88,758-100%$26.4M———
AE Wealth Management LLC
N/A—87,534-87,534-100%$26.1M———
Northwestern Mutual Wealth Management Co
N/A—83,129-83,129-100%$24.8M———
Scotia Capital Inc.
N/A—82,234-82,234-100%$24.5M———
Mufg Securities Emea plc
N/A—81,687-81,687-100%$24.3M———
MAI Capital Management
N/A—81,096-81,096-100%$24.2M———
NorthCoast Asset Management LLC
N/A—80,176-80,176-100%$23.9M———
Telemark Asset Management, LLC
N/A—80,000-80,000-100%$23.8M———
Harvest Fund Management Co., Ltd
N/A—79,306-79,306-100%$23.6M———
Weitz Investment Management, Inc.
N/A—77,900-77,900-100%$23.2M———
Cary Street Partners Financial LLC
N/A—75,114-75,114-100%$22.4M———
Oddo BHF Asset Management SAS
N/A—73,169-73,169-100%$21.8M———
Orion Porfolio Solutions, LLC
N/A—72,905-72,905-100%$21.7M———
Aureus Asset Management, LLC
N/A—72,675-72,675-100%$21.7M———
Woodbridge Co LTD
N/A—72,084-72,084-100%$21.5M———
Jacobson & Schmitt Advisors, LLC
N/A—72,080-72,080-100%$21.5M———
Night Squared LP
N/A—71,943-71,943-100%$21.4M———
HM Payson & Co
N/A—67,080-67,080-100%$20.0M———
Beacon Pointe Advisors, LLC
N/A—66,559-66,559-100%$19.8M———
Tower Research Capital LLC (TRC)
N/A—65,924-65,924-100%$19.6M———
Investment Management Corp of Ontario
N/A—65,287-65,287-100%$19.5M———
Saudi Central Bank
N/A—63,733-63,733-100%$19.0M———
E Fund Management Co., Ltd.
N/A—62,940-62,940-100%$18.8M———
J. Goldman & Co LP
N/A—62,253-62,253-100%$18.6M———
Bradley Foster & Sargent Inc
N/A—61,672-61,672-100%$18.4M———
Meeder Asset Management Inc
N/A—61,388-61,388-100%$18.3M———
Horizon Investments, LLC
N/A—60,527-60,527-100%$17.9M———
Brown Advisory Inc
N/A—60,178-60,178-100%$17.9M———
Azimuth Capital Investment Management LLC
N/A—60,058-60,058-100%$17.9M———
IEQ Capital, LLC
N/A—59,413-59,413-100%$17.7M———
River Road Asset Management, LLC
N/A—58,643-58,643-100%$17.5M———
Martingale Asset Management L P
N/A—57,997-57,997-100%$17.3M———
Sequoia Financial Advisors, LLC
N/A—57,763-57,763-100%$17.2M———
Vident Advisory, LLC
N/A—57,529-57,529-100%$17.1M———
Edmond de Rothschild Holding S.A.
N/A—57,441-57,441-100%$17.1M———
Kentucky Retirement Systems
N/A—57,376-57,376-100%$17.1M———
Elo Mutual Pension Insurance Co
N/A—56,425-56,425-100%$16.8M———
Daiichi Life Insurance Co., Ltd.
N/A—55,345-55,345-100%$16.5M———
Pinnacle Financial Partners, Inc.
N/A—55,092-55,092-100%$16.4M———
3G Capital Partners LP
N/A—55,000-55,000-100%$16.4M———
XTX Topco Ltd
N/A—54,984-54,984-100%$16.4M———
Catalyst Funds Management Pty Ltd
N/A—54,601-54,601-100%$16.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—54,506-54,506-100%$16.2M———
Vinva Investment Management Ltd
N/A—54,259-54,259-100%$15.5M———
Arax Advisory Partners
N/A—54,124-54,124-100%$16.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—54,051-54,051-100%$16.1M———
Novare Capital Management LLC
N/A—53,047-53,047-100%$15.8M———
SIH Partners, Lllp
N/A—52,499-52,499-100%$15.6M———
First Eagle Investment Management, LLC
N/A—52,464-52,464-100%$15.6M———
Adapt Investment Managers SA
N/A—52,414-52,414-100%$15.6M———
Dividend Assets Capital, LLC
N/A—52,384-52,384-100%$15.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—52,166-52,166-100%$15.5M———
Optiver Holding B.V.
N/A—50,907-50,907-100%$15.2M———
Parallax Volatility Advisers, L.P.
N/A—50,809-50,809-100%$15.1M———
Pinnbrook Capital Management LP
N/A—50,400-50,400-100%$15.0M———
Aptus Capital Advisors, LLC
N/A—50,179-50,179-100%$15.0M———
United Bank
N/A—49,987-49,987-100%$14.9M———
Titan Global Capital Management USA LLC
N/A—49,751-49,751-100%$14.8M———
Amica Mutual Insurance Co
N/A—48,607-48,607-100%$14.5M———
Heron Bay Capital Management
N/A—48,528-48,528-100%$14.5M———
Ameritas Investment Partners, Inc.
N/A—48,356-48,356-100%$14.4M———
United Capital Financial Advisors, LLC
N/A—48,053-48,053-100%$14.3M———
Stratos Wealth Partners, Ltd.
N/A—47,327-47,327-100%$14.1M———
Siemens Fonds Invest GmbH
N/A—47,311-47,311-100%$14.1M———
Capital International, Inc.
N/A—47,231-47,231-100%$14.1M———
Metis Global Partners, LLC
N/A—46,925-46,925-100%$14.0M———
Covington Investment Advisors Inc.
N/A—46,670-46,670-100%$13.9M———
Harris Associates L P
N/A—46,260-46,260-100%$13.8M———
Vestmark Advisory Solutions, Inc.
N/A—44,620-44,620-100%$13.3M———
Fiduciary Trust Co
N/A—44,289-44,289-100%$13.2M———
Impax Asset Management Group plc
N/A—44,222-44,222-100%$13.2M———
Cambridge Financial Group, Inc.
N/A—43,848-43,848-100%$13.1M———
Callan Family Office, LLC
N/A—43,493-43,493-100%$13.0M———
Lighthouse Investment Partners, LLC
N/A—43,173-43,173-100%$12.9M———
Westerkirk Capital Inc.
N/A—43,000-43,000-100%$12.8M———
First National Bank of Omaha
N/A—42,457-42,457-100%$12.6M———
Banque Cantonale Vaudoise
N/A—41,326-41,326-100%$12.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—40,926-40,926-100%$12.2M———
Peapack Gladstone Financial Corp
N/A—40,921-40,921-100%$12.2M———
Private Advisor Group, LLC
N/A—40,674-40,674-100%$12.1M———
WS Management Lllp
N/A—40,000-40,000-100%$11.9M———
Artisan Partners Limited Partnership
N/A—39,592-39,592-100%$11.8M———
Outlook Capital Management, LLC
N/A—39,371-39,371-100%$11.7M———
World Investment Advisors
N/A—39,028-39,028-100%$7.8M———
Waverly Advisors, LLC
N/A—38,967-38,967-100%$11.6M———
Mane Global Capital Management LP
N/A—38,107-38,107-100%$11.4M———
Bragg Financial Advisors, Inc
N/A—38,070-38,070-100%$11.3M———
EFG International AG
N/A—37,522-37,522-100%$11.2M———
Evercore Wealth Management, LLC
N/A—37,238-37,238-100%$11.1M———
Portland Global Advisors LLC
N/A—37,224-37,224-100%$11.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—36,997-36,997-100%$11.0M———
Calydon Capital
N/A—36,655-36,655-100%$10.9M———
EP Wealth Advisors, LLC
N/A—36,177-36,177-100%$10.8M———
Equitable Holdings, Inc.
N/A—36,126-36,126-100%$10.8M———
Parkwood LLC
N/A—35,965-35,965-100%$10.7M———
Palmer Knight Co
N/A—35,449-35,449-100%$10.6M———
English Capital Management LLC
N/A—35,330-35,330-100%$9.4M———
First Manhattan Co. Llc.
N/A—35,286-35,286-100%$10.5M———
Verition Fund Management LLC
N/A—34,527-34,527-100%$10.3M———
Brilliance Asset Management LTD
N/A—34,511-34,511-100%$12.7M———
Whittier Trust Co
N/A—33,980-33,980-100%$10.3M———
Colonial Trust Advisors
N/A—32,924-32,924-100%$9.8M———
Insight Holdings Group, LLC
N/A—32,920-32,920-100%$9.8M———
Trexquant Investment LP
N/A—32,314-32,314-100%$9.6M———
Iyo Bank, Ltd.
N/A—32,170-32,170-100%$9.6M———
NS Partners Ltd
N/A—32,084-32,084-100%$9.6M———
Peregrine Investment Management Inc
N/A—32,000-32,000-100%$9.5M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—31,631-31,631-100%$9.4M———
Empirical Finance, LLC
N/A—31,603-31,603-100%$9.4M———
Polymer Capital Management (HK) LTD
N/A—31,515-31,515-100%$9.4M———
Atlantic Union Bankshares Corp
N/A—30,829-30,829-100%$9.2M———
LHM, Inc.
N/A—30,665-30,665-100%$9.1M———
Jump Financial, LLC
N/A—30,649-30,649-100%$9.1M———
Stephens Inc
N/A—30,043-30,043-100%$9.0M———
LGT Fund Management Co Ltd.
N/A—30,032-30,032-100%$9.0M———
Alight Capital Management LP
N/A—30,000-30,000-100%$8.9M———
Rock Point Advisors, LLC
N/A—29,851-29,851-100%$8.9M———
Boothbay Fund Management, LLC
N/A—29,587-29,587-100%$8.8M———
Caprock Group, LLC
N/A—29,557-29,557-100%$8.8M———
Northwestern Mutual Investment Management Company, LLC
N/A—29,180-29,180-100%$8.7M———
D L Carlson Investment Group Inc
N/A—28,990-28,990-100%$8.6M———
First Western Trust Bank
N/A—28,924-28,924-100%$8.6M———
Mubadala Investment Co Pjsc
N/A—28,587-28,587-100%$8.5M———
Headinvest, LLC
N/A—28,193-28,193-100%$8.4M———
Summit Financial, LLC
N/A—27,927-27,927-100%$8.3M———
Proem Advisors LLC
N/A—27,500-27,500-100%$8.2M———
Mufg Securities Americas Inc.
N/A—27,411-27,411-100%$8.2M———
Elk River Wealth Management LLC
N/A—27,339-27,339-100%$8.1M———
Modern Wealth Management, LLC
N/A—27,156-27,156-100%$8.1M———
Haverford Financial Services, Inc.
N/A—27,114-27,114-100%$8.1M———
Tyche Wealth Partners LLC
N/A—27,090-27,090-100%$8.1M———
Sirios Capital Management L P
N/A—26,992-26,992-100%$8.0M———
Principal Securities, Inc.
N/A—26,875-26,875-100%$8.0M———
PYA Waltman Capital, LLC
N/A—26,794-26,794-100%$8.0M———
Global Retirement Partners, LLC
N/A—26,539-26,539-100%$7.9M———
Socorro Asset Management LP
N/A—26,156-26,156-100%$7.8M———
Envestnet Portfolio Solutions, Inc.
N/A—26,126-26,126-100%$7.8M———
OneDigital Investment Advisors LLC
N/A—25,900-25,900-100%$7.7M———
Commerzbank Aktiengesellschaft
N/A—25,705-25,705-100%$7.7M———
Liberty One Investment Management, LLC
N/A—25,581-25,581-100%$7.6M———
Bontempo Ohly Capital Mgmt LLC
N/A—25,450-25,450-100%$7.6M———
Employees Retirement System of Texas
N/A—25,300-25,300-100%$7.5M———
Onex Canada Asset Management Inc.
N/A—25,284-25,284-100%$7.5M———
Capital & Planning, LLC
N/A—24,996-24,996-100%$7.5M———
Rodgers Brothers Inc.
N/A—24,724-24,724-100%$7.4M———
Arkadios Wealth Advisors
N/A—24,539-24,539-100%$7.3M———
Concentric Capital Strategies, LP
N/A—24,451-24,451-100%$7.3M———
Hamilton Capital Partners Inc.
N/A—24,267-24,267-100%$7.2M———
Banco Santander, S.A.
N/A—24,144-24,144-100%$7.2M———
McGowan Group Asset Management, Inc.
N/A—24,064-24,064-100%$7.2M———
Foster & Motley Inc
N/A—23,954-23,954-100%$7.1M———
Dean Investment Associates, LLC
N/A—23,846-23,846-100%$7.1M———
Focus Partners Advisor Solutions, LLC
N/A—23,836-23,836-100%$7.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—23,810-23,810-100%$7.1M———
Sompo Asset Management Co., Ltd.
N/A—23,081-23,081-100%$6.9M———
Keebeck Wealth Management
N/A—22,864-22,864-100%$6.8M———
Soros Capital Management LLC
N/A—22,800-22,800-100%$6.8M———
Bleakley Financial Group, LLC
N/A—22,608-22,608-100%$6.7M———
Sumitomo Mitsui Financial Group, Inc.
N/A—22,589-22,589-100%$6.7M———
Elwood Capital Partners LP
N/A—22,558-22,558-100%$6.7M———
Alpine Woods Capital Investors, LLC
N/A—22,450-22,450-100%$6.7M———
Kensington Investment Counsel, LLC
N/A—22,238-22,238-100%$6.6M———
Ballentine Partners, LLC
N/A—21,869-21,869-100%$6.5M———
SIG Brokerage, LP
N/A—21,785-21,785-100%$6.5M———
Truvestments Capital LLC
N/A—21,742-21,742-100%$6.5M———
Snowden Capital Advisors LLC
N/A—21,651-21,651-100%$6.5M———
Wahed Invest LLC
N/A—21,641-21,641-100%$6.5M———
New Age Alpha Advisors, LLC
N/A—21,527-21,527-100%$6.4M———
Baader Bank Aktiengesellschaft
N/A—21,117-21,117-100%$6.3M———
Itau Unibanco Holding S.A.
N/A—20,900-20,900-100%$6.2M———
Colonial Trust Co / SC
N/A—20,842-20,842-100%$6.2M———
Roundview Capital LLC
N/A—20,741-20,741-100%$6.2M———
Summit Trail Advisors, LLC
N/A—20,675-20,675-100%$6.2M———
Pring Turner Capital Group Inc
N/A—20,599-20,599-100%$5.7M———
Dnca Finance
N/A—20,400-20,400-100%$6.1M———
Johnson Investment Counsel Inc
N/A—20,220-20,220-100%$6.0M———
Intesa Sanpaolo S.p.A.
N/A—20,154-20,154-100%$6.0M———
MidFirst Bank
N/A—20,151-20,151-100%$6.0M———
Engineers Gate Manager LP
N/A—20,051-20,051-100%$6.0M———
Voleon Capital Management LP
N/A—19,742-19,742-100%$5.9M———
FAS Wealth Partners, Inc.
N/A—19,710-19,710-100%$5.9M———
First Foundation Advisors
N/A—19,537-19,537-100%$5.8M———
Curi Capital, LLC
N/A—19,391-19,391-100%$5.8M———
Independent Advisor Alliance
N/A—19,246-19,246-100%$5.7M———
SlateStone Wealth, LLC
N/A—19,213-19,213-100%$5.7M———
Quotient Wealth Partners, LLC
N/A—18,960-18,960-100%$5.7M———
F/m Investments LLC
N/A—18,844-18,844-100%$5.6M———
Prosperity Consulting Group, LLC
N/A—18,577-18,577-100%$5.5M———
Simmons Bank
N/A—18,441-18,441-100%$5.5M———
Anchor Investment Management, LLC
N/A—18,396-18,396-100%$5.5M———
New England Asset Management Inc
N/A—18,395-18,395-100%$5.5M———
Vestcor Inc
N/A—18,385-18,385-100%$5.5M———
Advisory Services Network, LLC
N/A—18,263-18,263-100%$5.4M———
Sound View Wealth Advisors Group, LLC
N/A—18,127-18,127-100%$5.4M———
Aviso Financial Inc.
N/A—18,003-18,003-100%$5.4M———
Brevan Howard Capital Management LP
N/A—17,886-17,886-100%$5.3M———
Coppell Advisory Solutions LLC
N/A—17,765-17,765-100%$4.4M———
Integrated Wealth Concepts LLC
N/A—17,491-17,491-100%$5.2M———
CreativeOne Wealth, LLC
N/A—17,377-17,377-100%$5.2M———
Hudson Bay Capital Management LP
N/A—16,980-16,980-100%$5.1M———
SageView Advisory Group, LLC
N/A—16,934-16,934-100%$5.0M———
Dorsey & Whitney Trust Co LLC
N/A—16,914-16,914-100%$5.0M———
Coastal Bridge Advisors, LLC
N/A—16,829-16,829-100%$5.0M———
Havemeyer Place LP
N/A—16,773-16,773-100%$5.0M———
Icon Wealth Advisors, LLC
N/A—16,764-16,764-100%$5.0M———
Bridges Investment Management Inc
N/A—16,735-16,735-100%$5.0M———
Milford Funds LTD
N/A—16,714-16,714-100%$5.0M———
Transcend Capital Advisors, LLC
N/A—16,697-16,697-100%$5.0M———
Corsicana & Co.
N/A—16,494-16,494-100%$4.9M———
Opal Capital LLC
N/A—16,493-16,493-100%$4.9M———
Allianz SE
N/A—16,371-16,371-100%$4.9M———
Savvy Advisors, Inc.
N/A—16,217-16,217-100%$4.8M———
Hilltop Holdings Inc.
N/A—16,204-16,204-100%$4.8M———
Estabrook Capital Management
N/A—16,137-16,137-100%$4.8M———
BFC Planning, Inc.
N/A—15,963-15,963-100%$4.8M———
GeoWealth Management, LLC
N/A—15,926-15,926-100%$4.7M———
FourThought Financial Partners, LLC
N/A—15,817-15,817-100%$4.7M———
Walsky Investment Management, Inc.
N/A—15,787-15,787-100%$4.7M———
Flputnam Investment Management Co
N/A—15,369-15,369-100%$4.6M———
TCW Group Inc
N/A—15,287-15,287-100%$4.6M———
Smartleaf Asset Management LLC
N/A—15,095-15,095-100%$4.3M———
Blue Chip Partners, LLC
N/A—14,833-14,833-100%$4.4M———
Palisade Capital Management, LP
N/A—14,811-14,811-100%$4.4M———
Heartland Advisors Inc
N/A—14,747-14,747-100%$4.4M———
IHT Wealth Management, LLC
N/A—14,698-14,698-100%$4.4M———
Ameritas Advisory Services, LLC
N/A—14,652-14,652-100%$4.4M———
Spinnaker Trust
N/A—14,450-14,450-100%$4.3M———
Fiduciary Group, LLC
N/A—14,412-14,412-100%$4.3M———
Drucker Wealth 3.0, LLC
N/A—14,348-14,348-100%$4.3M———
Morgan Dempsey Capital Management LLC
N/A—14,267-14,267-100%$4.3M———
Sphera Management Technology Funds Ltd
N/A—14,200-14,200-100%$4.2M———
RWA Wealth Partners, LLC
N/A—14,200-14,200-100%$4.2M———
Dockside LLC
N/A—14,172-14,172-100%$4.2M———
Sciencast Management LP
N/A—14,097-14,097-100%$4.2M———
AR Asset Management Inc
N/A—13,965-13,965-100%$4.2M———
Bank OZK
N/A—13,885-13,885-100%$4.1M———
Aspen Capital Management, LLC
N/A—13,625-13,625-100%$4.1M———
Meeder Advisory Services, Inc.
N/A—13,494-13,494-100%$4.0M———
RiverFront Investment Group, LLC
N/A—13,386-13,386-100%$4.0M———
Rowlandmiller & Partners.adv
N/A—13,146-13,146-100%$3.9M———
Lafayette Investments, Inc.
N/A—13,078-13,078-100%$3.9M———
Ardsley Advisory Partners LP
N/A—13,000-13,000-100%$3.9M———
Walter & Keenan Wealth Management LLC
N/A—12,959-12,959-100%$3.9M———
Frec Markets, Inc.
N/A—12,915-12,915-100%$3.8M———
Palouse Capital Management, Inc.
N/A—12,730-12,730-100%$3.8M———
Howard Hughes Medical Institute
N/A—12,645-12,645-100%$3.8M———
Mutual Advisors, LLC
N/A—12,573-12,573-100%$3.7M———
Naviter Wealth, LLC
N/A—12,548-12,548-100%$3.7M———
Symmetry Investments LP
N/A—12,248-12,248-100%$3.7M———
Johnson Financial Group, Inc.
N/A—12,195-12,195-100%$3.6M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—12,190-12,190-100%$3.6M———
Circle Wealth Management, LLC
N/A—12,131-12,131-100%$3.6M———
McMillan Office, Inc.
N/A—11,898-11,898-100%$3.5M———
Transamerica Financial Advisors, LLC
N/A—11,542-11,542-100%$3.4M———
Guardian Capital LP
N/A—11,455-11,455-100%$3.4M———
Bartlett & Co. Wealth Management LLC
N/A—11,446-11,446-100%$3.4M———
Caption Management, LLC
N/A—11,400-11,400-100%$3.4M———
Oversea-Chinese Banking Corp Ltd
N/A—11,388-11,388-100%$3.4M———
Easterly Investment Partners LLC
N/A—11,000-11,000-100%$3.3M———
Moneta Group Investment Advisors LLC
N/A—10,969-10,969-100%$3.3M———
Ancora Advisors LLCA
N/A—10,518-10,518-100%$3.1M———
Whittier Trust Co of Nevada Inc
N/A—10,419-10,419-100%$3.1M———
Loomis Sayles & Co L P
N/A—10,272-10,272-100%$3.1M———
Kintra Wealth, LLC
N/A—10,146-10,146-100%$2.8M———
Nicolet Bankshares Inc
N/A—10,089-10,089-100%$3.0M———
Orleans Capital Management Corp
N/A—10,080-10,080-100%$3.0M———
Banco de Sabadell, S.a
N/A—10,077-10,077-100%$3.0M———
Dakota Wealth Management
N/A—10,063-10,063-100%$3.0M———
Barbara Oil Co.
N/A—10,000-10,000-100%$3.0M———
KP Management LLC
N/A—10,000-10,000-100%$3.0M———
Choate Investment Advisors
N/A—9,956-9,956-100%$3.0M———
Providence Capital Advisors, LLC
N/A—9,921-9,921-100%$3.0M———
Kirtland Hills Capital Management, LLC
N/A—9,855-9,855-100%$2.9M———
Checchi Capital Advisers, LLC
N/A—9,817-9,817-100%$2.9M———
First National Advisers, LLC
N/A—9,788-9,788-100%$2.9M———
Advyzon Investment Management, LLC
N/A—9,696-9,696-100%$2.9M———
Aigen Investment Management, LP
N/A—9,652-9,652-100%$2.9M———
Moore Capital Management, LP
N/A—9,500-9,500-100%$2.8M———
Qsemble Capital Management, LP
N/A—9,451-9,451-100%$2.8M———
Xcelsior Advisor Partners LLC
N/A—9,431-9,431-100%$2.8M———
Syon Capital LLC
N/A—9,133-9,133-100%$2.7M———
Wesleyan Assurance Society
N/A—9,055-9,055-100%$2.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—9,028-9,028-100%$2.7M———
Meadowbrook Advisors Group, LLC
N/A—8,987-8,987-100%$2.7M———
Aventura Private Wealth, LLC
N/A—8,926-8,926-100%$2.7M———
Logan Capital Management Inc
N/A—8,882-8,882-100%$2.6M———
Abbot Financial Management, Inc.
N/A—8,808-8,808-100%$2.6M———
Stratos Investment Management, LLC
N/A—8,688-8,688-100%$2.6M———
Main Street Financial Solutions, LLC
N/A—8,670-8,670-100%$2.6M———
Centiva Capital, LP
N/A—8,599-8,599-100%$2.6M———
American Trust
N/A—8,594-8,594-100%$2.6M———
RNC Capital Management LLC
N/A—8,422-8,422-100%$2.5M———
Cape COD Five Cents Savings Bank
N/A—8,410-8,410-100%$2.5M———
Headlands Technologies LLC
N/A—8,322-8,322-100%$2.5M———
Ingalls & Snyder LLC
N/A—8,293-8,293-100%$2.5M———
Whalerock Point Partners, LLC
N/A—8,272-8,272-100%$2.5M———
Evelyn Partners Group Ltd
N/A—8,136-8,136-100%$2.4M———
Buckley Wealth Management, LLC
N/A—7,922-7,922-100%$2.4M———
Capital Group Private Client Services, Inc.
N/A—7,898-7,898-100%$2.4M———
Rokos Capital Management LLP
N/A—7,841-7,841-100%$2.3M———
Weaver C. Barksdale & Associates, Inc.
N/A—7,628-7,628-100%$2.3M———
Tiaa Wealth Investment Management LLC
N/A—7,452-7,452-100%$2.2M———
Karani Asset Management LLC
N/A—7,360-7,360-100%$2.2M———
Baldwin Investment Management, LLC
N/A—7,349-7,349-100%$2.2M———
Berkshire Asset Management LLC
N/A—7,295-7,295-100%$2.2M———
Topsail Wealth Management, LLC
N/A—7,290-7,290-100%$2.2M———
Insigneo Advisory Services, LLC
N/A—7,265-7,265-100%$2.2M———
GTS Securities LLC
N/A—7,169-7,169-100%$2.1M———
Gladstone Institutional Advisory LLC
N/A—7,151-7,151-100%$2.1M———
Sumitomo Life Insurance Co
N/A—7,134-7,134-100%$2.1M———
Somerset Group LLC
N/A—7,130-7,130-100%$2.2M———
Keystone Investors PTE LTD
N/A—7,100-7,100-100%$2.1M———
Fi3 Financial Advisors, LLC
N/A—7,098-7,098-100%$3.0M———
Purpose Unlimited Inc.
N/A—7,088-7,088-100%$2.1M———
Sona Asset Management (US) LLC
N/A—7,000-7,000-100%$2.1M———
Avanda Investment Management Pte. Ltd.
N/A—7,000-7,000-100%$2.1M———
Westpac Banking Corp
N/A—6,982-6,982-100%$2.1M———
Pallas Capital Advisors LLC
N/A—6,786-6,786-100%$2.0M———
Composition Wealth, LLC
N/A—6,748-6,748-100%$2.0M———
Fidelis Capital Partners, LLC
N/A—6,710-6,710-100%$2.0M———
Wealthspire Advisors, LLC
N/A—6,647-6,647-100%$2.0M———
LifePlan Investment Advisors, Inc.
N/A—6,643-6,643-100%$2.0M———
Soros Fund Management LLC
N/A—6,640-6,640-100%$2.0M———
Rehmann Capital Advisory Group
N/A—6,625-6,625-100%$2.0M———
Doheny Asset Management
N/A—6,617-6,617-100%$2.0M———
Quantbot Technologies LP
N/A—6,581-6,581-100%$2.0M———
Forty-three Eighteen Advisors, LLC
N/A—6,534-6,534-100%$1.9M———
Science & Technology Partners, L.P.
N/A—6,510-6,510-100%$1.9M———
HighVista Strategies LLC
N/A—6,500-6,500-100%$1.9M———
Empower Advisory Group, LLC
N/A—6,444-6,444-100%$1.9M———
Evernest Financial Advisors, LLC
N/A—6,435-6,435-100%$1.9M———
Trustco Bank Corp N Y
N/A—6,428-6,428-100%$1.9M———
American Money Management, LLC
N/A—6,421-6,421-100%$1.9M———
Cambria Investment Management, L.P.
N/A—6,354-6,354-100%$1.9M———
PIN OAK Investment Advisors Inc
N/A—6,301-6,301-100%$1.9M———
Argent Advisors, Inc.
N/A—6,273-6,273-100%$1.9M———
Stance Capital LLC
N/A—6,219-6,219-100%$1.9M———
Twin Capital Management Inc
N/A—6,174-6,174-100%$1.8M———
ST Germain D J Co Inc
N/A—6,151-6,151-100%$1.8M———
Dunhill Financial, LLC
N/A—6,097-6,097-100%$1.8M———
Westport Asset Management Inc
N/A—6,026-6,026-100%$1.8M———
Klcm Advisors, Inc.
N/A—6,026-6,026-100%$1.8M———
Holderness Investments Co
N/A—5,950-5,950-100%$1.8M———
Qtron Investments LLC
N/A—5,941-5,941-100%$1.8M———
North Star Asset Management Inc
N/A—5,937-5,937-100%$1.8M———
Patron Partners, LLC
N/A—5,931-5,931-100%$1.8M———
Clark Capital Management Group, Inc.
N/A—5,923-5,923-100%$1.8M———
Cascade Financial Partners, LLC
N/A—5,894-5,894-100%$1.8M———
Prelude Capital Management, LLC
N/A—5,892-5,892-100%$1.8M———
Bank of Hawaii
N/A—5,876-5,876-100%$1.8M———
Sfmg, LLC
N/A—5,870-5,870-100%$1.7M———
US Asset Management LLC
N/A—5,837-5,837-100%$1.7M———
Wealth Alliance, LLC
N/A—5,766-5,766-100%$1.7M———
PFG Investments, LLC
N/A—5,684-5,684-100%$1.7M———
Dynamic Technology Lab Private Ltd
N/A—5,654-5,654-100%$1.7M———
Ruggaard & Associates LLC
N/A—5,539-5,539-100%$1.7M———
44 Wealth Management LLC
N/A—5,513-5,513-100%$1.6M———
LRI Investments, LLC
N/A—5,509-5,509-100%$1.6M———
Performance Wealth Partners, LLC
N/A—5,492-5,492-100%$1.6M———
Campbell & Co Investment Adviser LLC
N/A—5,454-5,454-100%$1.6M———
Birmingham Capital Management Co Inc
N/A—5,445-5,445-100%$1.6M———
Cambient Family Office, LLC
N/A—5,396-5,396-100%$1.6M———
Red Door Wealth Management, LLC
N/A—5,350-5,350-100%$1.6M———
Graham Capital Management, L.P.
N/A—5,319-5,319-100%$1.6M———
CFO4Life Group, LLC
N/A—5,283-5,283-100%$1.6M———
Gabelli & Co Investment Advisers, Inc.
N/A—5,250-5,250-100%$1.6M———
L2 Asset Management, LLC
N/A—5,204-5,204-100%$1.6M———
Mattson Financial Services, LLC
N/A—5,175-5,175-100%$1.5M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—5,139-5,139-100%$1.5M———
Palogic Value Management, L.P.
N/A—5,098-5,098-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—5,047-5,047-100%$1.5M———
Flow Traders U.S. LLC
N/A—5,042-5,042-100%$1.5M———
49 Wealth Management, LLC
N/A—4,964-4,964-100%$1.5M———
Alongside, LLC
N/A—4,964-4,964-100%$1.5M———
Rothschild Investment LLC
N/A—4,959-4,959-100%$1.5M———
Ellevest, Inc.
N/A—4,916-4,916-100%$1.4M———
NorthRock Partners, LLC
N/A—4,915-4,915-100%$1.5M———
Twin City Private Wealth, LLC
N/A—4,855-4,855-100%$1.4M———
AXQ Capital, LP
N/A—4,849-4,849-100%$1.4M———
Hhlr Advisors, Ltd.
N/A—4,800-4,800-100%$1.4M———
Waterloo Capital, L.P.
N/A—4,771-4,771-100%$1.4M———
Okabena Investment Services Inc
N/A—4,711-4,711-100%$1.4M———
Regal Investment Advisors LLC
N/A—4,706-4,706-100%$1.4M———
Osmosis Investment Management UK Ltd
N/A—4,618-4,618-100%$1.4M———
Phillips Wealth Planners LLC
N/A—4,585-4,585-100%$1.3M———
Bluespring Wealth Management, LLC
N/A—4,583-4,583-100%$1.4M———
ABN Amro Bank N.V.
N/A—4,558-4,558-100%$1.4M———
Stock Yards Bank & Trust Co
N/A—4,556-4,556-100%$1.4M———
Port Capital LLC
N/A—4,537-4,537-100%$1.4M———
Hartford Funds Management Co LLC
N/A—4,531-4,531-100%$1.4M———
Spirepoint Private Client, LLC
N/A—4,501-4,501-100%$1.3M———
Legato Capital Management LLC
N/A—4,472-4,472-100%$1.3M———
Brogan Financial, Inc.
N/A—4,456-4,456-100%$1.3M———
Proficio Capital Partners LLC
N/A—4,435-4,435-100%$1.3M———
Papamarkou Wellner Asset Management inc.
N/A—4,425-4,425-100%$859.1K———
Bridgefront Capital, LLC
N/A—4,331-4,331-100%$1.3M———
GSA Capital Partners LLP
N/A—4,310-4,310-100%$1.3M———
Two Sigma Securities, LLC
N/A—4,304-4,304-100%$1.3M———
New Republic Capital, LLC
N/A—4,291-4,291-100%$1.3M———
Signet Private Wealth LLC
N/A—4,259-4,259-100%$1.3M———
Ironwood Investment Counsel, LLC
N/A—4,229-4,229-100%$1.3M———
Medallion Wealth Advisors, LLC
N/A—4,194-4,194-100%$1.2M———
Scientech Research LLC
N/A—4,181-4,181-100%$1.2M———
Arvest Bank Trust Division
N/A—4,154-4,154-100%$1.2M———
Twin Peaks Wealth Advisors, LLC
N/A—4,126-4,126-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—4,108-4,108-100%$1.2M———
Groupama Asset Managment
N/A—4,105-4,105-100%$1.2M———
Vista Investment Management
N/A—4,084-4,084-100%$1.2M———
Virtu Financial LLC
N/A—4,079-4,079-100%$1.2M———
Betterment LLC
N/A—4,005-4,005-100%$1.2M———
Founders Financial Alliance, LLC
N/A—4,001-4,001-100%$1.2M———
Atalanta Sosnoff Capital, LLC
N/A—3,992-3,992-100%$1.2M———
Maverick Capital LTD
N/A—3,924-3,924-100%$1.2M———
Keel Point, LLC
N/A—3,912-3,912-100%$1.2M———
Brave Asset Management Inc
N/A—3,823-3,823-100%$1.1M———
Disciplined Investments, LLC
N/A—3,767-3,767-100%$1.1M———
Fred Alger Management, LLC
N/A—3,748-3,748-100%$1.1M———
Mark Sheptoff Financial Planning, LLC
N/A—3,735-3,735-100%$1.1M———
CIM Investment Management Inc
N/A—3,697-3,697-100%$1.1M———
Clarendon Private LLC
N/A—3,694-3,694-100%$1.1M———
Essex Financial Services, Inc.
N/A—3,689-3,689-100%$1.1M———
Bridgewater Advisors Inc.
N/A—3,688-3,688-100%$992.1K———
Atlas Legacy Advisors, LLC
N/A—3,683-3,683-100%$1.1M———
Caisse DES Depots ET Consignations
N/A—3,664-3,664-100%$1.1M———
One Capital Management, LLC
N/A—3,651-3,651-100%$708.9K———
Athena Investment Management
N/A—3,643-3,643-100%$1.1M———
Voya Financial Advisors, Inc.
N/A—3,639-3,639-100%$1.0M———
Howe & Rusling Inc
N/A—3,627-3,627-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—3,622-3,622-100%$1.1M———
Marex Group Ltd
N/A—3,611-3,611-100%$1.1M———
Cercano Management LLC
N/A—3,563-3,563-100%$1.1M———
Main Street Research LLC
N/A—3,560-3,560-100%$1.1M———
Vanguard National Trust Co
N/A—3,517-3,517-100%$1.0M———
German American Bancorp, Inc.
N/A—3,493-3,493-100%$1.0M———
Aberdeen Wealth Management LLC
N/A—3,480-3,480-100%$1.0M———
Limestone Investment Advisors LP
N/A—3,469-3,469-100%$1.0M———
MJP Associates Inc
N/A—3,462-3,462-100%$1.0M———
Basecamp Wealth Advisors LLC
N/A—3,447-3,447-100%$1.0M———
Centaurus Financial, Inc.
N/A—3,429-3,429-100%$1.0M———
Fortress Private Ledger, LLC
N/A—3,423-3,423-100%$1.0M———
AFT, Forsyth & Company, Inc.
N/A—3,399-3,399-100%$1.0M———
Wealth Management Associates, Inc.
N/A—3,347-3,347-100%$997.6K———
Pure Financial Advisors, LLC
N/A—3,292-3,292-100%$981.3K———
Roehl & Yi Investment Advisors, LLC
N/A—3,247-3,247-100%$967.8K———
FSB Premier Wealth Management, Inc.
N/A—3,240-3,240-100%$965.7K———
Pointe Capital Management LLC
N/A—3,232-3,232-100%$963.4K———
Bank of Nova Scotia Trust Co
N/A—3,219-3,219-100%$959.5K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—3,196-3,196-100%$952.6K———
Integrity Financial Corp
N/A—3,189-3,189-100%$950.5K———
Banque Transatlantique SA
N/A—3,182-3,182-100%$948.5K———
Beaird Harris Wealth Management, LLC
N/A—3,179-3,179-100%$947.5K———
Odyssean, LLC
N/A—3,150-3,150-100%$938.9K———
USA Financial Formulas
N/A—3,147-3,147-100%$938.0K———
Keystone Financial Group
N/A—3,114-3,114-100%$928.2K———
Lifeworks Advisors, LLC
N/A—3,114-3,114-100%$928.3K———
Per Stirling Capital Management, Llc.
N/A—3,113-3,113-100%$928.0K———
Goldstream Capital Management Ltd
N/A—3,110-3,110-100%$927.0K———
Ceeto Capital Group, LLC
N/A—3,100-3,100-100%$924.0K———
TRB Wealth Management, LLC
N/A—3,097-3,097-100%$923.1K———
Zhang Financial LLC
N/A—3,086-3,086-100%$919.9K———
Resurgent Financial Advisors LLC
N/A—3,026-3,026-100%$902.0K———
SageGuard Financial Group, LLC
N/A—3,011-3,011-100%$897.3K———
Cladis Investment Advisory, LLC
N/A—3,000-3,000-100%$894.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,995-2,995-100%$892.6K———
Tudor Financial Inc.
N/A—2,957-2,957-100%$881.4K———
Richard W. Paul & Associates, LLC
N/A—2,954-2,954-100%$880.4K———
Old North State Trust, LLC
N/A—2,948-2,948-100%$879.0K———
Northwest Bancshares, Inc.
N/A—2,863-2,863-100%$853.4K———
Astoria Portfolio Advisors Llc.
N/A—2,823-2,823-100%$841.3K———
Greenland Capital Management LP
N/A—2,809-2,809-100%$837.3K———
Cary Street Partners Investment Advisory LLC
N/A—2,796-2,796-100%$833.4K———
Hodges Capital Management Inc.
N/A—2,782-2,782-100%$829.3K———
NCM Capital Management, LLC
N/A—2,757-2,757-100%$821.6K———
Campion Asset Management
N/A—2,753-2,753-100%$820.6K———
WealthTrust Axiom LLC
N/A—2,750-2,750-100%$819.8K———
Twin Tree Management, LP
N/A—2,722-2,722-100%$811.3K———
Meridian Wealth Advisors, LLC
N/A—2,708-2,708-100%$807.2K———
TCM Advisors, LLC
N/A—2,700-2,700-100%$804.8K———
IMA Advisory Services, Inc.
N/A—2,691-2,691-100%$802.1K———
LMR Partners LLP
N/A—2,674-2,674-100%$797.0K———
Anchor Bay Capital, Inc.
N/A—2,659-2,659-100%$749.5K———
Mosaic Family Wealth Partners, LLC
N/A—2,621-2,621-100%$781.2K———
Guardian Wealth Advisors, LLC / NC
N/A—2,616-2,616-100%$779.8K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,615-2,615-100%$726.2K———
CastleKnight Management LP
N/A—2,600-2,600-100%$775.0K———
Prestige Wealth Management Group LLC
N/A—2,582-2,582-100%$769.6K———
Kiley Juergens Wealth Management, LLC
N/A—2,579-2,579-100%$768.7K———
Magnetar Financial LLC
N/A—2,566-2,566-100%$764.8K———
JPL Wealth Management, LLC
N/A—2,565-2,565-100%$764.5K———
Capital Analysts, LLC
N/A—2,548-2,548-100%$759.0K———
Peak Asset Management, LLC
N/A—2,531-2,531-100%$754.4K———
Private Capital Management, LLC
N/A—2,530-2,530-100%$754.0K———
Inceptionr LLC
N/A—2,527-2,527-100%$753.2K———
Future Fund LLC
N/A—2,513-2,513-100%$749.1K———
Tocqueville Asset Management L.P.
N/A—2,513-2,513-100%$749.1K———
Teucrium Investment Advisors, LLC
N/A—2,507-2,507-100%$747.3K———
Rothschild Wealth LLC
N/A—2,493-2,493-100%$743.0K———
Tradition Wealth Management, LLC
N/A—2,486-2,486-100%$741.1K———
Cyber Hornet ETFs LLC
N/A—2,478-2,478-100%$738.6K———
Goldstone Financial Group, LLC
N/A—2,459-2,459-100%$733.0K———
Spartan Wealth Advisory Services LLC
N/A—2,404-2,404-100%$716.4K———
Financial Engines Advisors L.L.C.
N/A—2,400-2,400-100%$715.4K———
iSAM Funds (UK) Ltd
N/A—2,400-2,400-100%$715.4K———
Axis Wealth Partners, LLC
N/A—2,398-2,398-100%$714.8K———
Crewe Advisors LLC
N/A—2,368-2,368-100%$705.8K———
Wrapmanager Inc
N/A—2,368-2,368-100%$705.8K———
Alteri Wealth LLC
N/A—2,333-2,333-100%$695.5K———
Evolve Private Wealth, LLC
N/A—2,305-2,305-100%$687.2K———
Townsquare Capital LLC
N/A—2,301-2,301-100%$685.9K———
Secured Retirement Advisors, LLC
N/A—2,296-2,296-100%$684.2K———
Fullerton Fund Management Co Ltd.
N/A—2,276-2,276-100%$678.4K———
Sienna Gestion
N/A—2,251-2,251-100%$649.8K———
SOA Wealth Advisors, Llc.
N/A—2,244-2,244-100%$668.9K———
Private Wealth Asset Management, LLC
N/A—2,215-2,215-100%$660.2K———
Joule Financial, LLC
N/A—2,215-2,215-100%$660.5K———
First American Trust, FSB
N/A—2,213-2,213-100%$659.6K———
Strait & Sound Wealth Management LLC
N/A—2,209-2,209-100%$658.4K———
Seeds Investor LLC
N/A—2,208-2,208-100%$658.2K———
Planning Alternatives LTD
N/A—2,206-2,206-100%$657.4K———
Everpar Advisors LLC
N/A—2,198-2,198-100%$655.2K———
Financial Advisors Network, Inc.
N/A—2,190-2,190-100%$652.9K———
Ostrum Asset Management
N/A—2,175-2,175-100%$648.3K———
1ST Source Bank
N/A—2,172-2,172-100%$647.4K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—2,157-2,157-100%$642.9K———
Boston Family Office LLC
N/A—2,138-2,138-100%$637.0K———
BlackDiamond Wealth Management, LLC
N/A—2,135-2,135-100%$598.7K———
Royal Capital Wealth Management, LLC
N/A—2,130-2,130-100%$634.9K———
Trivium Point Advisory, LLC
N/A—2,127-2,127-100%$634.0K———
Brown Financial Advisors
N/A—2,125-2,125-100%$633.4K———
LeClair Wealth Partners LLC
N/A—2,121-2,121-100%$632.3K———
SBI Okasan Asset Management Co.Ltd.
N/A—2,106-2,106-100%$601.2K———
Kovack Advisors, Inc.
N/A—2,096-2,096-100%$625.3K———
Advisory Alpha, LLC
N/A—2,071-2,071-100%$617.7K———
Destination Wealth Management
N/A—2,071-2,071-100%$617.4K———
Novak & Powell Financial Services, Inc.
N/A—2,050-2,050-100%$611.1K———
Aspen Grove Capital, LLC
N/A—2,010-2,010-100%$599.1K———
Tiemann Investment Advisors, LLC
N/A—2,004-2,004-100%$597.3K———
S&CO Inc
N/A—2,000-2,000-100%$596.0K———
Gilbert & Cook, Inc.
N/A—2,000-2,000-100%$596.1K———
Sovereign Financial Group, Inc.
N/A—1,983-1,983-100%$591.1K———
LaSalle St. Investment Advisors, LLC
N/A—1,973-1,973-100%$588.2K———
Thomasville National Bank
N/A—1,971-1,971-100%$587.5K———
Waddell & Associates, LLC
N/A—1,966-1,966-100%$586.0K———
Fort Sheridan Advisors LLC
N/A—1,965-1,965-100%$585.7K———
First Financial Bankshares Inc
N/A—1,955-1,955-100%$582.7K———
Khazanah Nasional Berhad
N/A—1,948-1,948-100%$580.6K———
OneAscent Family Office, LLC
N/A—1,941-1,941-100%$578.4K———
Safeguard Investment Advisory Group, LLC
N/A—1,937-1,937-100%$577.3K———
Taylor Hoffman Capital Management LLC
N/A—1,910-1,910-100%$569.3K———
Ameriflex Group, Inc.
N/A—1,896-1,896-100%$565.0K———
Wealthquest Corp
N/A—1,887-1,887-100%$562.5K———
Berry Wealth Group, LP
N/A—1,886-1,886-100%$562.2K———
EntryPoint Capital, LLC
N/A—1,885-1,885-100%$561.9K———
Bridgewater Associates, LP
N/A—1,865-1,865-100%$555.9K———
FLC Capital Advisors
N/A—1,853-1,853-100%$552.3K———
CM Wealth Advisors LLC
N/A—1,847-1,847-100%$550.5K———
Trustmark Bank Trust Department
N/A—1,800-1,800-100%$536.5K———
Landscape Capital Management, L.L.C.
N/A—1,797-1,797-100%$535.6K———
Davis R M Inc
N/A—1,792-1,792-100%$534.0K———
HHM Wealth Advisors, LLC
N/A—1,785-1,785-100%$532.0K———
Calton & Associates, Inc.
N/A—1,781-1,781-100%$530.7K———
Continuum Advisory, LLC
N/A—1,763-1,763-100%$525.5K———
Pgim Custom Harvest LLC
N/A—1,751-1,751-100%$521.9K———
PAX Financial Group, LLC
N/A—1,750-1,750-100%$521.6K———
Aegis Wealth Management LLC
N/A—1,716-1,716-100%$511.5K———
Callahan Advisors, LLC
N/A—1,701-1,701-100%$506.9K———
Ducere Wealth Management LLC
N/A—1,696-1,696-100%$505.5K———
Notis-McConarty Edward
N/A—1,690-1,690-100%$503.7K———
Van Hulzen Asset Management, LLC
N/A—1,686-1,686-100%$502.7K———
Vance Wealth, LLC
N/A—1,685-1,685-100%$502.2K———
Winton Group Ltd
N/A—1,667-1,667-100%$496.9K———
Stonebridge Financial Group, LLC
N/A—1,665-1,665-100%$496.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,663-1,663-100%$495.7K———
Webster Bank, N. A.
N/A—1,663-1,663-100%$495.7K———
Hollencrest Capital Management
N/A—1,656-1,656-100%$493.5K———
LOM Asset Management Ltd
N/A—1,655-1,655-100%$493.3K———
Strategic Investment Advisors / MI
N/A—1,642-1,642-100%$489.4K———
Sandy Cove Advisors, LLC
N/A—1,620-1,620-100%$483.0K———
Knollwood Investment Advisory, LLC
N/A—1,616-1,616-100%$481.7K———
Dempze Nancy E
N/A—1,615-1,615-100%$481.4K———
First Dallas Securities Inc.
N/A—1,614-1,614-100%$480.9K———
CMT Capital Markets Trading GmbH
N/A—1,607-1,607-100%$479.0K———
Somerville Kurt F
N/A—1,600-1,600-100%$476.9K———
Prosperity Bancshares Inc
N/A—1,585-1,585-100%$472.4K———
Sachetta, LLC
N/A—1,577-1,577-100%$470.1K———
Range Advisory, LLC
N/A—1,575-1,575-100%$469.4K———
McNamara Financial Services, Inc.
N/A—1,557-1,557-100%$464.1K———
Ethos Financial Group, LLC
N/A—1,536-1,536-100%$416.8K———
Talisman Wealth Advisors LLC
N/A—1,509-1,509-100%$449.9K———
Winthrop Partners - WNY, LLC
N/A—1,507-1,507-100%$449.2K———
1015 Capital Partners, LLC
N/A—1,504-1,504-100%$448.3K———
Marietta Investment Partners LLC
N/A—1,500-1,500-100%$447.1K———
Stonebridge Financial Group, LLC / MO
N/A—1,495-1,495-100%$445.5K———
Occudo Quantitative Strategies LP
N/A—1,476-1,476-100%$440.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,472-1,472-100%$438.8K———
SCS Capital Management LLC
N/A—1,462-1,462-100%$435.8K———
Crews Bank & Trust
N/A—1,454-1,454-100%$433.4K———
Severin Investments, LLC
N/A—1,452-1,452-100%$432.7K———
New World Advisors LLC
N/A—1,449-1,449-100%$431.9K———
Sunflower Bank, N.A.
N/A—1,434-1,434-100%$427.4K———
Sagewood Asset Management LP
N/A—1,433-1,433-100%$427.1K———
BLI - Banque de Luxembourg Investments
N/A—1,421-1,421-100%$406.6K———
Bannerstone Capital Management, LLC
N/A—1,420-1,420-100%$423.3K———
JT Stratford LLC
N/A—1,420-1,420-100%$423.3K———
OneAscent Financial Services LLC
N/A—1,413-1,413-100%$421.1K———
Smith, Moore & Co.
N/A—1,411-1,411-100%$420.6K———
one8zero8, LLC
N/A—1,400-1,400-100%$417.3K———
Palumbo Wealth Management LLC
N/A—1,399-1,399-100%$417.1K———
Crestmont Private Wealth LLC
N/A—1,395-1,395-100%$415.8K———
Empirical Asset Management, LLC
N/A—1,391-1,391-100%$414.6K———
Cura Wealth Advisors, LLC
N/A—1,388-1,388-100%$413.6K———
Lcnb Corp
N/A—1,377-1,377-100%$410.4K———
Advance Capital Management, Inc.
N/A—1,370-1,370-100%$408.4K———
VestGen Investment Management
N/A—1,369-1,369-100%$408.1K———
Stonebrook Private Inc.
N/A—1,357-1,357-100%$404.6K———
PCM Encore, LLC
N/A—1,352-1,352-100%$402.9K———
Ausdal Financial Partners, Inc.
N/A—1,351-1,351-100%$402.8K———
Aristotle Atlantic Partners, LLC
N/A—1,350-1,350-100%$402.4K———
Steigerwald, Gordon & Koch Inc.
N/A—1,349-1,349-100%$402.0K———
Van Diest Capital, LLC
N/A—1,341-1,341-100%$399.7K———
Bard Associates Inc
N/A—1,340-1,340-100%$399.5K———
Hills Bank & Trust Co
N/A—1,314-1,314-100%$391.7K———
Axiom Financial Strategies, LLC
N/A—1,311-1,311-100%$390.8K———
GWN Securities Inc.
N/A—1,307-1,307-100%$389.5K———
VAN DEN Berg Management I, Inc
N/A—1,294-1,294-100%$385.7K———
Beck Mack & Oliver LLC
N/A—1,282-1,282-100%$382.1K———
SHP Wealth Management
N/A—1,279-1,279-100%$381.2K———
One Charles Private Wealth Services, LLC
N/A—1,278-1,278-100%$380.9K———
Pine Harbor Wealth Management, LLC
N/A—1,277-1,277-100%$380.5K———
Gateway Wealth Partners, LLC
N/A—1,277-1,277-100%$380.7K———
First Long Island Investors, LLC
N/A—1,271-1,271-100%$378.8K———
Strategies Wealth Advisors, LLC
N/A—1,265-1,265-100%$377.1K———
Pitcairn Wealth Advisors LLC
N/A—1,252-1,252-100%$373.2K———
Jensen Investment Management Inc
N/A—1,247-1,247-100%$371.7K———
Westmount Partners, LLC
N/A—1,243-1,243-100%$370.5K———
Strategic Investment Solutions, Inc.
N/A—1,235-1,235-100%$368.1K———
Integrated Investment Consultants, LLC
N/A—1,227-1,227-100%$365.7K———
Copley Financial Group, Inc.
N/A—1,219-1,219-100%$363.3K———
Vines Capital Management, LLC
N/A—1,212-1,212-100%$361.3K———
Holistic Financial Partners
N/A—1,198-1,198-100%$357.1K———
Morton Community Bank
N/A—1,193-1,193-100%$355.6K———
Tanglewood Legacy Advisors, LLC
N/A—1,192-1,192-100%$355.3K———
Sand Hill Global Advisors, LLC
N/A—1,191-1,191-100%$355.0K———
Faithward Advisors, LLC
N/A—1,190-1,190-100%$354.7K———
Mokan Wealth Management Inc.
N/A—1,186-1,186-100%$355.6K———
WPWealth LLP
N/A—1,172-1,172-100%$349.3K———
Morris Financial Concepts, Inc.
N/A—1,165-1,165-100%$347.3K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,164-1,164-100%$347.0K———
EWA, LLC
N/A—1,159-1,159-100%$345.5K———
Bouchey Financial Group, Ltd.
N/A—1,156-1,156-100%$344.6K———
Highview Capital Management LLC
N/A—1,150-1,150-100%$342.8K———
HC Advisors, LLC
N/A—1,148-1,148-100%$342.2K———
Lansing Street Advisors
N/A—1,147-1,147-100%$341.8K———
Legacy Wealth Advisors, LLC
N/A—1,145-1,145-100%$341.3K———
J. M. Brown & Associates Inc.
N/A—1,144-1,144-100%$341.0K———
Laffer Tengler Investments, Inc.
N/A—1,132-1,132-100%$337.4K———
Dorsey Wright & Associates
N/A—1,129-1,129-100%$336.5K———
Infrastructure Capital Advisors, LLC
N/A—1,129-1,129-100%$336.5K———
Marble Wealth, LLC
N/A—1,126-1,126-100%$335.6K———
Berger Financial Group, Inc
N/A—1,111-1,111-100%$331.3K———
Jackson Thornton Wealth Management, LLC
N/A—1,099-1,099-100%$327.6K———
Sharp Wealth Advisory, LLC
N/A—1,093-1,093-100%$325.8K———
DV Trading LLC
N/A—1,093-1,093-100%$325.8K———
Core Alternative Capital
N/A—1,076-1,076-100%$320.7K———
Tripletail Wealth Management, LLC
N/A—1,071-1,071-100%$313.9K———
Reyl & Cie S.A.
N/A—1,067-1,067-100%$207.7K———
Alexander Labrunerie & Co., Inc.
N/A—1,061-1,061-100%$316.2K———
Boston Research & Management Inc
N/A—1,060-1,060-100%$316.0K———
Sonoma Private Wealth LLC
N/A—1,052-1,052-100%$313.6K———
Apriem Advisors
N/A—1,044-1,044-100%$311.1K———
Red Wave Investments LLC
N/A—1,042-1,042-100%$310.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,039-1,039-100%$309.7K———
Rexford Capital Inc
N/A—1,033-1,033-100%$307.9K———
Summit Wealth Partners, LLC
N/A—1,032-1,032-100%$307.6K———
Spectrum Investment Advisors, Inc.
N/A—1,024-1,024-100%$305.2K———
Pettyjohn, Wood & White, Inc
N/A—1,017-1,017-100%$303.1K———
Jaffetilchin Investment Partners, LLC
N/A—1,015-1,015-100%$302.6K———
Brave Warrior Advisors, LLC
N/A—1,010-1,010-100%$301.1K———
C M Bidwell & Associates LTD
N/A—1,001-1,001-100%$298.4K———
Texas Yale Capital Corp.
N/A—1,000-1,000-100%$298.1K———
Aimz Investment Advisors, LLC
N/A—993-993-100%$296.0K———
Ponta Wealth Partners, LLC
N/A—989-989-100%$294.8K———
Fiducient Advisors LLC
N/A—987-987-100%$294.2K———
Charter Research & Investment Group, Inc.
N/A—976-976-100%$290.9K———
Mathes Company, Inc.
N/A—975-975-100%$291.0K———
Cahill Financial Advisors Inc
N/A—971-971-100%$289.4K———
Z3 Capital Partners, LLC
N/A—970-970-100%$289.1K———
Paces Ferry Wealth Advisors, LLC
N/A—952-952-100%$283.8K———
17 Capital Partners, LLC
N/A—950-950-100%$283.2K———
Bogart Wealth, LLC
N/A—945-945-100%$281.8K———
Acorns Advisers, LLC
N/A—944-944-100%$281.0K———
Dynasty Wealth Management, LLC
N/A—938-938-100%$279.5K———
VeraBank, N.A.
N/A—937-937-100%$279.3K———
Dimension Capital Management LLC
N/A—937-937-100%$279.3K———
CVA Family Office, LLC
N/A—932-932-100%$277.8K———
Elgethun Capital Management
N/A—923-923-100%$275.0K———
AssuredPartners Investment Advisors, LLC
N/A—914-914-100%$272.3K———
Quarry LP
N/A—914-914-100%$272.4K———
First Commonwealth Financial Corp
N/A—902-902-100%$268.9K———
Winning Points Advisors, LLC
N/A—900-900-100%$268.3K———
Keating Financial Advisory Services, Inc.
N/A—895-895-100%$266.8K———
Vantus Wealth LLC
N/A—890-890-100%$265.3K———
Aristotle Capital Management, LLC
N/A—890-890-100%$265.3K———
Strategic Wealth Partners, Ltd.
N/A—887-887-100%$264.4K———
Northwest & Ethical Investments L.P.
N/A—886-886-100%$252.9K———
Oxbow Advisors, LLC
N/A—880-880-100%$262.3K———
Tranquilli Financial Advisor LLC
N/A—878-878-100%$261.7K———
Operose Advisors LLC
N/A—875-875-100%$260.8K———
Second Half Financial Partners, LLC
N/A—873-873-100%$260.2K———
Cinctive Capital Management LP
N/A—862-862-100%$256.9K———
Stevens Capital Management LP
N/A—853-853-100%$254.0K———
Navellier & Associates Inc
N/A—853-853-100%$254.1K———
Stratos Wealth Advisors, LLC
N/A—851-851-100%$253.9K———
Alpha Financial Partners LLC
N/A—849-849-100%$252.9K———
Greenwich Wealth Management LLC
N/A—842-842-100%$251.0K———
Tower Wealth Partners, Inc.
N/A—840-840-100%$250.4K———
Resolute Wealth Strategies, LLC
N/A—832-832-100%$247.9K———
Flatrock Wealth Partners LLC
N/A—832-832-100%$248.0K———
Windsor Advisory Group, LLC
N/A—831-831-100%$247.7K———
Peak Retirement Planning, Inc.
N/A—831-831-100%$247.7K———
BSW Wealth Partners
N/A—825-825-100%$246.0K———
Element Wealth, LLC
N/A—820-820-100%$244.4K———
LM Advisors LLC
N/A—810-810-100%$241.0K———
nVerses Capital, LLC
N/A—809-809-100%$241.1K———
Highbridge Capital Management LLC
N/A—800-800-100%$238.5K———
Wallace Advisory Group, LLC
N/A—800-800-100%$238.5K———
Parkwoods Wealth Partners, LLC
N/A—794-794-100%$236.7K———
National Philanthropic Trust
N/A—793-793-100%$236.4K———
Members Trust Co
N/A—791-791-100%$235.8K———
Viaable, LLC
N/A—790-790-100%$235.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—783-783-100%$233.4K———
Cornerstone Select Advisors, LLC
N/A—781-781-100%$232.8K———
Manning & Napier Advisors LLC
N/A—772-772-100%$230.1K———
Keyvantage Wealth, LLC
N/A—769-769-100%$229.2K———
FOX RUN Management, L.L.C.
N/A—768-768-100%$228.9K———
Cozad Asset Management Inc
N/A—760-760-100%$226.5K———
W1m Asset Management Ltd
N/A—759-759-100%$226.2K———
DRW Securities, LLC
N/A—755-755-100%$225.0K———
Bull Harbor Capital LLC
N/A—751-751-100%$223.9K———
Harvest Investment Services, LLC
N/A—750-750-100%$223.6K———
Monetary Management Group Inc
N/A—750-750-100%$223.6K———
Fortis Capital Management LLC
N/A—746-746-100%$222.4K———
Eight 31 Financial, LLC
N/A—745-745-100%$222.2K———
Talon Private Wealth, LLC
N/A—745-745-100%$222.1K———
Becker Capital Management Inc
N/A—744-744-100%$221.8K———
Brookwood Investment Group LLC
N/A—743-743-100%$221.6K———
Measured Wealth Private Client Group, LLC
N/A—742-742-100%$221.2K———
Clifford Group, LLC
N/A—741-741-100%$220.9K———
WNY Asset Management, LLC
N/A—737-737-100%$219.7K———
Oxford Financial Group, Ltd. LLC
N/A—728-728-100%$217.0K———
Pacific Point Advisors, LLC
N/A—726-726-100%$216.4K———
North Dallas Bank & Trust Co
N/A—713-713-100%$212.5K———
IFC Advisors LLC
N/A—713-713-100%$212.5K———
B & T Capital Management DBA Alpha Capital Management
N/A—710-710-100%$211.8K———
CoreFirst Bank & Trust
N/A—708-708-100%$211.0K———
Inspire Advisors, LLC
N/A—706-706-100%$210.3K———
Tower Bridge Advisors
N/A—704-704-100%$209.8K———
Klingenstein Fields & Co LP
N/A—702-702-100%$209.2K———
Hartree Partners, LP
N/A—700-700-100%$208.6K———
Fairview Capital Investment Management, LLC
N/A—700-700-100%$208.6K———
Kera Capital Partners, Inc.
N/A—698-698-100%$208.1K———
Madison Wealth Partners, Inc
N/A—697-697-100%$207.9K———
Mission Creek Capital Partners, Inc.
N/A—687-687-100%$204.8K———
Intrust Bank NA
N/A—686-686-100%$204.5K———
Arkos Global Advisors
N/A—678-678-100%$202.0K———
Seldon Capital LP
N/A—672-672-100%$200.3K———
Chesapeake Asset Management LLC
N/A—663-663-100%$197.6K———
Bruce G. Allen Investments, LLC
N/A—657-657-100%$195.8K———
Cascades Capital Asset Management, LLC
N/A—576-576-100%$171.7K———
ESL Trust Services, LLC
N/A—562-562-100%$167.5K———
S&T Bank
N/A—553-553-100%$164.8K———
Field & Main Bank
N/A—535-535-100%$159.5K———
Broadwater Capital Management LLC
N/A—502-502-100%$149.6K———
All Terrain Financial Advisors, LLC
N/A—493-493-100%$146.9K———
Kerr Financial Planning Corp
N/A—486-486-100%$144.8K———
Wellington-Altus USA Inc.
N/A—472-472-100%$91.6K———
Delos Wealth Advisors, LLC
N/A—466-466-100%$138.9K———
Millstone Evans Group, LLC
N/A—450-450-100%$134.1K———
Fiduciary Financial Advisors
N/A—449-449-100%$132.3K———
BOK Financial Private Wealth, Inc.
N/A—444-444-100%$132.3K———
Nalls Sherbakoff Group, LLC
N/A—427-427-100%$127.3K———
Volterra Technologies LP
N/A—399-399-100%$118.9K———
Westfuller Advisors, LLC
N/A—384-384-100%$114.6K———
Pinney & Scofield, Inc.
N/A—370-370-100%$110.3K———
Chelsea Counsel Co
N/A—365-365-100%$108.8K———
Financial Avengers, Inc.
N/A—364-364-100%$108.4K———
Altshuler Shaham Ltd
N/A—348-348-100%$103.7K———
Kemnay Advisory Services Inc.
N/A—342-342-100%$101.9K———
ABS Investment Management LLC
N/A—298-298-100%$566.3K———
1248 Management, LLC
N/A—289-289-100%$86.1K———
Regatta Research & Money Management
N/A—276-276-100%$82.0K———
Battery Global Advisors, LLC
N/A—271-271-100%$80.8K———
OV Management LLC
N/A—263-263-100%$78.4K———
Ogorek Anthony Joseph
N/A—262-262-100%$78.0K———
Vision Retirement, LLC
N/A—252-252-100%$75.1K———
Bellevue Asset Management, LLC
N/A—248-248-100%$74.1K———
Frazier Financial Advisors, LLC
N/A—246-246-100%$73.3K———
Avalon Trust Co
N/A—230-230-100%$68.6K———
Core Capital Management & Research, inc.
N/A—225-225-100%$58.3K———
Glen Eagle Advisors, LLC
N/A—210-210-100%$62.6K———
Cornerstone Financial Management LLC
N/A—207-207-100%$61.7K———
Osbon Capital Management LLC
N/A—206-206-100%$61.6K———
Miller Capital Partners, Inc.
N/A—198-198-100%$59.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—186-186-100%$55.4K———
Osterweis Capital Management Inc
N/A—180-180-100%$53.7K———
Boreal Capital Management LLC
N/A—180-180-100%$53.7K———
Synergy Investment Management, LLC
N/A—168-168-100%$47.8K———
Copia Wealth Management
N/A—165-165-100%$49.2K———
Rialto Wealth Management, LLC
N/A—158-158-100%$47.1K———
Sittner & Nelson, LLC
N/A—153-153-100%$45.6K———
Caitlin John, LLC
N/A—136-136-100%$40.6K———
Raffa Wealth Management, LLC
N/A—125-125-100%$37.3K———
Kilter Group LLC
N/A—103-103-100%$30.7K———
Abound Financial, LLC
N/A—98-98-100%$29.2K———
Leo H. Evart, Inc.
N/A—87-87-100%$25.9K———
Lavaca Capital LLC
N/A—85-85-100%$25.3K———
Financial Life Planners
N/A—83-83-100%$24.8K———
Silicon Valley Capital Partners
N/A—78-78-100%$23.1K———
VSM Wealth Advisory, LLC
N/A—77-77-100%$22.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—74-74-100%$22.1K———
Front Row Advisors LLC
N/A—70-70-100%$19.7K———
Delta Asset Management LLC
N/A—65-65-100%$19.4K———
Marshall Investment Management, LLC
N/A—64-64-100%$19.1K———
FWL Investment Management, LLC
N/A—60-60-100%$17.9K———
BNP Paribas
N/A—60-60-100%$17.9K———
Clal Insurance Enterprises Holdings Ltd
N/A—57-57-100%$17.0K———
Security National Bank of SO DAK
N/A—56-56-100%$16.7K———
Fourth Dimension Wealth, LLC
N/A—55-55-100%$16.4K———
Bamco Inc
N/A—49-49-100%$14.6K———
Nova Wealth Management, Inc.
N/A—47-47-100%$14.0K———
Financial Gravity Companies, Inc.
N/A—44-44-100%$13.1K———
Imprint Wealth LLC
N/A—44-44-100%$13.1K———
Tiaa Trust, National Association
N/A—40-40-100%$11.9K———
Proffitt & Goodson Inc
N/A—40-40-100%$11.9K———
Longfellow Investment Management Co LLC
N/A—38-38-100%$11.3K———
1 North Wealth Services LLC
N/A—35-35-100%$10.4K———
Allied Private Wealth LLC
N/A—28-28-100%$8.4K———
HFM Investment Advisors, LLC
N/A—25-25-100%$7.5K———
Westend Capital Management, LLC
N/A—24-24-100%$7.2K———
Atomic Invest LLC
N/A—23-23-100%$6.5K———
Swan Capital LLC
N/A—23-23-100%$6.9K———
Cbiz Investment Advisory Services, LLC
N/A—22-22-100%$4.3K———
HighMark Wealth Management LLC
N/A—16-16-100%$4.8K———
Minot DeBlois Advisors LLC
N/A—15-15-100%$4.5K———
WealthCollab, LLC
N/A—14-14-100%$4.2K———
Mpwm Advisory Solutions, LLC
N/A—12-12-100%$3.6K———
Three Bearings Fiduciary Advisors, Inc.
N/A—10-10-100%$3.0K———
Harborfront Financial Group LLC
N/A—9-9-100%$2.6K———
Investment Counsel Co of Nevada
N/A—8-8-100%$2.4K———
Seneschal Advisors, LLC
N/A—7-7-100%$2.1K———
Godfrey Financial Associates, Inc.
N/A—6-6-100%$1.8K———
Ross\johnson & Associates LLC
N/A—4-4-100%$1.2K———
Mcguire Capital Advisors Inc
N/A—4-4-100%$1.2K———
Oakmont Advisory Group, LLC
N/A—00—$0———
Showing 2988 of 2988 institutions