IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

3M Co (MMM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares12,019,276 from 11,957,078
Change+62,198 (+1%)
Value$2.0B (+$36.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares3,261,033 from 3,294,413
Change-33,380 (-1%)
Value$535.4M (+$2.0M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares2,991,258 from 3,016,137
Change-24,879 (-1%)
Value$491.0M (+$2.7M)
Filed 2026-11-05
Amundi
DECREASED
Shares2,871,099 from 4,536,148
Change-1,665,049 (-37%)
Value$471.3M (-$263.2M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares2,481,914 from 2,309,761
Change+172,153 (+7%)
Value$407.4M (+$33.4M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares2,200,988 from 2,209,787
Change-8,799 (0%)
Value$361.3M (+$3.5M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,458,490 from 1,395,396
Change+63,094 (+5%)
Value$239.4M (+$13.5M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,374,982 from 1,418,049
Change-43,067 (-3%)
Value$225.7M (-$3.9M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares1,224,266 from 1,242,040
Change-17,774 (-1%)
Value$201.0M (-$135.5K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares1,171,875 from 1,112,919
Change+58,956 (+5%)
Value$192.4M (+$12.2M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares868,954 from 870,376
Change-1,422 (0%)
Value$142.6M (+$1.7M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares741,259 from 643,052
Change+98,207 (+15%)
Value$121.7M (+$17.6M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares569,566 from 621,667
Change-52,101 (-8%)
Value$93.5M (-$7.2M)
Filed 2026-11-02
Cincinnati Insurance Co
UNCHANGED
Shares521,700 from 521,700
Change0 (0%)
Value$85.6M (+$1.2M)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares508,896 from 508,810
Change+86 (+0%)
Value$83.5M (+$1.2M)
Filed 2026-10-28
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares449,977 from 438,733
Change+11,244 (+3%)
Value$73.9M (+$2.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares435,986 from 392,929
Change+43,057 (+11%)
Value$70.7M (+$9.1M)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares378,545 from 368,869
Change+9,676 (+3%)
Value$62.1M (+$2.4M)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
INCREASED
Shares376,784 from 372,156
Change+4,628 (+1%)
Value$61.8M (+$1.6M)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares373,137 from 273,266
Change+99,871 (+37%)
Value$61.4M (+$17.1M)
Filed 2026-11-06
Retirement Systems of Alabama
DECREASED
Shares353,375 from 354,793
Change-1,418 (0%)
Value$58.0M (+$562.0K)
Filed 2026-11-04
Nippon Life Global Investors Americas, Inc.
NEW
Shares345,280
Change+345,280
Value$56.7M
Filed 2026-10-29
DekaBank Deutsche Girozentrale
DECREASED
Shares344,744 from 369,131
Change-24,387 (-7%)
Value$57.9K (+$5.5K)
Filed 2026-10-27
Swedbank AB
DECREASED
Shares344,662 from 348,751
Change-4,089 (-1%)
Value$56.6M (+$110.0K)
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares344,379 from 368,735
Change-24,356 (-7%)
Value$56.5K (-$59.6M)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares318,881 from 314,993
Change+3,888 (+1%)
Value$52.3M (+$1.3M)
Filed 2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares315,224 from 314,640
Change+584 (+0%)
Value$51.7M (+$800.7K)
Filed 2026-10-20
Flossbach VON Storch SE
DECREASED
Shares308,474 from 459,784
Change-151,310 (-33%)
Value$50.6M (-$23.8M)
Filed 2026-10-28
Calamos Advisors LLC
INCREASED
Shares303,723 from 70,272
Change+233,451 (+332%)
Value$49.9M (+$38.5M)
Filed 2026-11-02
Danske Bank A/S
INCREASED
Shares295,117 from 281,417
Change+13,700 (+5%)
Value$48.4M (+$2.9M)
Filed 2026-11-09
Strs Ohio
DECREASED
Shares289,370 from 300,013
Change-10,643 (-4%)
Value$47.5M (-$1.1M)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares274,963 from 143,936
Change+131,027 (+91%)
Value$45.1K (-$23.3M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares273,490 from 282,009
Change-8,519 (-3%)
Value$44.9M (-$766.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares260,699 from 270,541
Change-9,842 (-4%)
Value$42.8M (-$1.0M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares250,499 from 252,471
Change-1,972 (-1%)
Value$41.1M (+$241.9K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares248,862 from 231,101
Change+17,761 (+8%)
Value$40.9M (+$3.4M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares237,078 from 238,622
Change-1,544 (-1%)
Value$38.9M (+$281.2K)
Filed 2026-10-30
Swiss Life Asset Management Ltd
INCREASED
Shares220,368 from 172,954
Change+47,414 (+27%)
Value$36.2M (+$8.2M)
Filed 2026-11-03
Cincinnati Financial Corp
UNCHANGED
Shares211,000 from 211,000
Change0 (0%)
Value$34.6M (+$472.6K)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares196,604 from 193,626
Change+2,978 (+2%)
Value$32.3M (+$922.6K)
Filed 2026-10-29
Braun Stacey Associates Inc
INCREASED
Shares196,533 from 186,491
Change+10,042 (+5%)
Value$32.3M (+$2.1M)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares192,626 from 176,197
Change+16,429 (+9%)
Value$31.6M (+$3.1M)
Filed 2026-11-03
M&G Plc
INCREASED
Shares186,629 from 181,394
Change+5,235 (+3%)
Value$30.6M (+$1.2M)
Filed 2026-11-04
ProShare Advisors LLC
DECREASED
Shares182,603 from 188,548
Change-5,945 (-3%)
Value$30.0M (-$553.5K)
Filed 2026-10-29
SEB Asset Management AB
INCREASED
Shares178,996 from 136,560
Change+42,436 (+31%)
Value$29.4M (+$7.3M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares168,999 from 170,128
Change-1,129 (-1%)
Value$27.7M (+$195.8K)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares165,661 from 197,045
Change-31,384 (-16%)
Value$27.2M (-$4.7M)
Filed 2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares165,477 from 167,139
Change-1,662 (-1%)
Value$27.2M (+$101.6K)
Filed 2026-10-19
Achmea Investment Management B.V.
INCREASED
Shares160,942 from 103,150
Change+57,792 (+56%)
Value$26.4M (+$9.7M)
Filed 2026-10-30
Meyer Handelman Co
DECREASED
Shares155,797 from 161,686
Change-5,889 (-4%)
Value$25.6M (-$604.5K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares155,408 from 154,116
Change+1,292 (+1%)
Value$25.5M (+$557.3K)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares153,492 from 153,492
Change0 (0%)
Value$25.2K (-$24.8M)
Filed 2026-10-08
OFI Invest Asset Management
DECREASED
Shares152,830 from 186,545
Change-33,715 (-18%)
Value$22.1M (-$4.3M)
Filed 2026-11-06
Arbejdsmarkedets Tillaegspension
NEW
Shares152,600
Change+152,600
Value$25.0M
Filed 2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares151,473 from 141,109
Change+10,364 (+7%)
Value$24.9M (+$2.0M)
Filed 2026-11-06
Willis Investment Counsel
INCREASED
Shares151,052 from 146,840
Change+4,212 (+3%)
Value$24.8M (+$1.0M)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares148,283 from 146,318
Change+1,965 (+1%)
Value$24.3M (+$650.3K)
Filed 2026-10-20
Czech National Bank
DECREASED
Shares148,179 from 148,458
Change-279 (0%)
Value$24.3M (+$286.7K)
Filed 2026-10-13
State of Michigan Retirement System
DECREASED
Shares146,605 from 150,505
Change-3,900 (-3%)
Value$24.1M (-$303.1K)
Filed 2026-10-27
LBP AM SA
INCREASED
Shares145,324 from 85,135
Change+60,189 (+71%)
Value$23.9M (+$10.1M)
Filed 2026-11-06
Arizona State Retirement System
DECREASED
Shares144,759 from 146,149
Change-1,390 (-1%)
Value$23.8M (+$99.2K)
Filed 2026-11-03
Wilkins Investment Counsel Inc
DECREASED
Shares140,083 from 141,274
Change-1,191 (-1%)
Value$23.0M (+$121.0K)
Filed 2026-11-03
Corundum Group, Inc.
INCREASED
Shares138,476 from 99,383
Change+39,093 (+39%)
Value$22.7M (+$6.6M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares125,907 from 125,118
Change+789 (+1%)
Value$20.7K (-$20.2M)
Filed 2026-11-02
IFM Investors Pty Ltd
INCREASED
Shares123,496 from 122,896
Change+600 (+0%)
Value$20.3M (+$373.8K)
Filed 2026-10-14
CIBC Asset Management Inc
DECREASED
Shares122,478 from 123,410
Change-932 (-1%)
Value$20.1M (+$123.5K)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares122,072 from 119,755
Change+2,317 (+2%)
Value$20.0M (+$648.6K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
INCREASED
Shares118,094 from 116,443
Change+1,651 (+1%)
Value$19.4M (+$531.9K)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares113,941 from 115,200
Change-1,259 (-1%)
Value$18.7M (+$51.4K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares110,453 from 67,402
Change+43,051 (+64%)
Value$18.1M (+$7.2M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares107,564 from 109,718
Change-2,154 (-2%)
Value$17.7M (-$107.9K)
Filed 2026-10-28
ASR Vermogensbeheer N.V.
INCREASED
Shares106,656 from 78,122
Change+28,534 (+37%)
Value$17.5M (+$4.9M)
Filed 2026-10-16
Xponance LLC
INCREASED
Shares105,950 from 101,003
Change+4,947 (+5%)
Value$17.4M (+$1.0M)
Filed 2026-11-03
Tctc Holdings, LLC
UNCHANGED
Shares104,831 from 104,831
Change0 (0%)
Value$17.2M (+$234.8K)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares97,225 from 85,967
Change+11,258 (+13%)
Value$16.0M (+$2.0M)
Filed 2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED
Shares95,911 from 99,916
Change-4,005 (-4%)
Value$15.8M (-$420.6K)
Filed 2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares95,124 from 58,869
Change+36,255 (+62%)
Value$15.6K (-$9.5M)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares92,946 from 85,604
Change+7,342 (+9%)
Value$15.7M (+$1.8M)
Filed 2026-10-30
Summit Financial Wealth Advisors, LLC
DECREASED
Shares92,703 from 95,972
Change-3,269 (-3%)
Value$15.2M (-$321.7K)
Filed 2026-10-15
Allied Investment Advisors, LLC
INCREASED
Shares92,599 from 90,579
Change+2,020 (+2%)
Value$15.2M (+$534.5K)
Filed 2026-10-13
Amalgamated Bank
DECREASED
Shares90,075 from 93,671
Change-3,596 (-4%)
Value$14.8K (-$15.2M)
Filed 2026-10-23
Palisade Asset Management, LLC
DECREASED
Shares83,855 from 87,241
Change-3,386 (-4%)
Value$13.8M (-$360.4K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares78,875 from 73,904
Change+4,971 (+7%)
Value$12.9M (+$981.6K)
Filed 2026-10-21
OP Asset Management Ltd
INCREASED
Shares78,599 from 58,658
Change+19,941 (+34%)
Value$12.9M (+$3.4M)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED
Shares76,200 from 48,076
Change+28,124 (+59%)
Value$12.5M (+$4.7M)
Filed 2026-10-20
Wedge Capital Management L L P
DECREASED
Shares73,238 from 84,873
Change-11,635 (-14%)
Value$12.0M (-$1.7M)
Filed 2026-10-13
Strong Tower Advisory Services
DECREASED
Shares71,973 from 72,570
Change-597 (-1%)
Value$11.8M (+$64.6K)
Filed 2026-10-13
New York Life Investment Management LLC
DECREASED
Shares71,642 from 72,567
Change-925 (-1%)
Value$11.8M (+$10.7K)
Filed 2026-11-04
Knights of Columbus Asset Advisors LLC
INCREASED
Shares71,013 from 70,541
Change+472 (+1%)
Value$11.7M (+$235.5K)
Filed 2026-11-05
SilverOak Wealth Management LLC
DECREASED
Shares70,982 from 74,987
Change-4,005 (-5%)
Value$11.7M (-$489.5K)
Filed 2026-10-29
Aberdeen Group plc
DECREASED
Shares70,210 from 73,935
Change-3,725 (-5%)
Value$11.5M (-$445.8K)
Filed 2026-11-06
Salem Investment Counselors Inc
INCREASED
Shares69,559 from 68,650
Change+909 (+1%)
Value$11.4M (+$302.9K)
Filed 2026-10-13
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares68,792 from 68,565
Change+227 (+0%)
Value$11.3M (+$190.8K)
Filed 2026-11-02
UniSuper Management Pty Ltd
INCREASED
Shares65,476 from 58,276
Change+7,200 (+12%)
Value$10.7M (+$1.3M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares63,407 from 64,161
Change-754 (-1%)
Value$10.4M (+$20.0K)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares62,716 from 62,807
Change-91 (0%)
Value$10.3M (+$125.7K)
Filed 2026-10-28
MacKenzie Financial Corp
INCREASED
Shares62,708 from 59,411
Change+3,297 (+6%)
Value$10.3M (+$674.3K)
Filed 2026-11-02
Generali Asset Management SPA SGR
INCREASED
Shares61,068 from 56,061
Change+5,007 (+9%)
Value$10.0M (+$947.5K)
Filed 2026-10-26
Kanawha Capital Management LLC
DECREASED
Shares60,528 from 62,943
Change-2,415 (-4%)
Value$9.9M (-$255.4K)
Filed 2026-10-19
Capital Investment Advisors, LLC
DECREASED
Shares60,115 from 61,043
Change-928 (-2%)
Value$9.9M (-$15.7K)
Filed 2026-10-22
Yousif Capital Management, LLC
DECREASED
Shares57,486 from 57,993
Change-507 (-1%)
Value$9.4M (+$46.7K)
Filed 2026-10-22
Cardinal Capital Management
INCREASED
Shares57,024 from 54,320
Change+2,704 (+5%)
Value$9.4M (+$565.5K)
Filed 2026-10-21
Harvey Investment Co LLC
DECREASED
Shares56,299 from 56,479
Change-180 (0%)
Value$9.2K (-$9.1M)
Filed 2026-10-20
KBC Group NV
DECREASED
Shares56,055 from 58,709
Change-2,654 (-5%)
Value$9.2K (-$9.5M)
Filed 2026-10-22
CX Institutional
INCREASED
Shares55,781 from 4,770
Change+51,011 (+1069%)
Value$9.2K (+$8.4K)
Filed 2026-10-02
Focus Financial Network, Inc.
DECREASED
Shares55,470 from 55,567
Change-97 (0%)
Value$9.1M (+$108.5K)
Filed 2026-10-14
Cypress Capital Group
INCREASED
Shares55,421 from 53,004
Change+2,417 (+5%)
Value$9.1M (+$515.5K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares54,722 from 57,822
Change-3,100 (-5%)
Value$9.0M (-$379.3K)
Filed 2026-10-23
Clark & Stuart, Inc
DECREASED
Shares54,087 from 54,265
Change-178 (0%)
Value$8.9M (+$92.3K)
Filed 2026-10-14
Griffin Asset Management, Inc.
DECREASED
Shares53,917 from 54,032
Change-115 (0%)
Value$8.9M (+$102.2K)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares52,804 from 53,797
Change-993 (-2%)
Value$8.7M (-$42.5K)
Filed 2026-10-23
ASO Group Ltd
DECREASED
Shares52,765 from 53,150
Change-385 (-1%)
Value$8.7K (-$8.6M)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares48,854 from 51,104
Change-2,250 (-4%)
Value$8.0K (-$8.3M)
Filed 2026-10-15
Welch & Forbes LLC
DECREASED
Shares48,584 from 49,456
Change-872 (-2%)
Value$8.0M (-$32.4K)
Filed 2026-11-04
Auto-Owners Insurance Co
DECREASED
Shares47,990 from 58,790
Change-10,800 (-18%)
Value$7.9M (-$1.6M)
Filed 2026-10-15
SteelPeak Wealth, LLC
INCREASED
Shares47,782 from 3,599
Change+44,183 (+1228%)
Value$7.8M (+$7.3M)
Filed 2026-10-16
Royal Fund Management, LLC
DECREASED
Shares46,204 from 46,778
Change-574 (-1%)
Value$7.6M (+$10.6K)
Filed 2026-10-22
Woodstock Corp
INCREASED
Shares45,286 from 44,726
Change+560 (+1%)
Value$7.4M (+$192.1K)
Filed 2026-10-13
Cohen Capital Management, Inc.
DECREASED
Shares44,347 from 44,767
Change-420 (-1%)
Value$7.3M (+$31.3K)
Filed 2026-10-14
Principle Wealth Partners LLC
DECREASED
Shares44,064 from 44,403
Change-339 (-1%)
Value$7.2M (+$43.9K)
Filed 2026-11-02
AIA Group Ltd
DECREASED
Shares44,061 from 75,767
Change-31,706 (-42%)
Value$7.2M (-$5.0M)
Filed 2026-10-30
Wealth Architects, LLC
INCREASED
Shares43,830 from 27,267
Change+16,563 (+61%)
Value$7.2M (+$2.8M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares43,267 from 32,086
Change+11,181 (+35%)
Value$7.1M (+$1.9M)
Filed 2026-10-15
Inspire Trust Co, N.A.
DECREASED
Shares43,000 from 48,000
Change-5,000 (-10%)
Value$7.1M (-$713.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares42,562 from 23,370
Change+19,192 (+82%)
Value$7.0M (+$3.2M)
Filed 2026-10-08
Lido Advisors, LLC
DECREASED
Shares42,162 from 47,324
Change-5,162 (-11%)
Value$6.9M (-$741.5K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares41,434 from 40,990
Change+444 (+1%)
Value$6.8M (+$164.7K)
Filed 2026-10-23
Regions Financial Corp
DECREASED
Shares41,390 from 43,013
Change-1,623 (-4%)
Value$6.8M (-$170.1K)
Filed 2026-11-05
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares41,047 from 41,047
Change0 (0%)
Value$6.7M (+$91.9K)
Filed 2026-11-09
Fideuram Asset Management (Ireland) dac
DECREASED
Shares40,955 from 43,102
Change-2,147 (-5%)
Value$7.4M (+$312.5K)
Filed 2026-10-29
ABN Amro Investment Solutions
INCREASED
Shares40,896 from 31,551
Change+9,345 (+30%)
Value$6.7M (+$1.6M)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED
Shares40,621 from 40,236
Change+385 (+1%)
Value$6.7M (+$153.3K)
Filed 2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED
Shares40,386 from 40,386
Change0 (0%)
Value$6.6K (-$6.5M)
Filed 2026-10-20
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares40,100 from 40,100
Change0 (0%)
Value$6.6M (+$89.8K)
Filed 2026-11-03
Consolidated Capital Management, LLC
INCREASED
Shares39,959 from 39,859
Change+100 (+0%)
Value$6.6M (+$105.7K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares39,466 from 31,943
Change+7,523 (+24%)
Value$6.5M (+$1.3M)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares39,299 from 40,610
Change-1,311 (-3%)
Value$6.5M (-$124.2K)
Filed 2026-11-04
Corundum Trust Company, Inc
UNCHANGED
Shares39,280 from 39,280
Change0 (0%)
Value$6.4M (+$88.0K)
Filed 2026-10-29
Gateway Investment Advisers LLC
INCREASED
Shares38,697 from 30,353
Change+8,344 (+27%)
Value$6.4M (+$1.4M)
Filed 2026-10-13
iA Global Asset Management Inc.
INCREASED
Shares38,566 from 2,240
Change+36,326 (+1622%)
Value$6.3K (-$356.7K)
Filed 2026-10-29
Victrix Investment Advisors
INCREASED
Shares38,147 from 36,697
Change+1,450 (+4%)
Value$6.3M (+$320.3K)
Filed 2026-10-13
Kerusso Capital Management LLC
INCREASED
Shares37,251 from 33,786
Change+3,465 (+10%)
Value$6.1M (+$644.5K)
Filed 2026-10-27
Nicollet Investment Management, Inc.
DECREASED
Shares37,026 from 38,130
Change-1,104 (-3%)
Value$6.1K (-$6.2M)
Filed 2026-10-14
Machina Capital S.A.S.
INCREASED
Shares36,303 from 30,487
Change+5,816 (+19%)
Value$6.0M (+$1.0M)
Filed 2026-11-05
Fisher Funds Management LTD
INCREASED
Shares35,736 from 26,736
Change+9,000 (+34%)
Value$5.9M (+$1.5M)
Filed 2026-10-13
LEE Danner & Bass Inc
DECREASED
Shares35,445 from 35,820
Change-375 (-1%)
Value$5.8M (+$18.7K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
INCREASED
Shares35,304 from 24,900
Change+10,404 (+42%)
Value$5.8M (+$1.8M)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares34,993 from 36,089
Change-1,096 (-3%)
Value$5.7M (-$99.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares34,205 from 38,390
Change-4,185 (-11%)
Value$5.6M (-$600.9K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares34,168 from 33,347
Change+821 (+2%)
Value$5.6M (+$213.2K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares34,092 from 31,507
Change+2,585 (+8%)
Value$5.6M (+$505.4K)
Filed 2026-10-15
Radnor Capital Management, LLC
DECREASED
Shares33,452 from 34,553
Change-1,101 (-3%)
Value$5.5M (-$103.3K)
Filed 2026-10-23
Nicholas Company, Inc.
NEW
Shares33,400
Change+33,400
Value$5.5M
Filed 2026-11-05
Leverty Financial Group, LLC
INCREASED
Shares33,110 from 18,754
Change+14,356 (+77%)
Value$5.4M (+$2.4M)
Filed 2026-10-08
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares33,100 from 34,729
Change-1,629 (-5%)
Value$5.4M (-$189.6K)
Filed 2026-11-03
Toth Financial Advisory Corp
INCREASED
Shares32,958 from 32,091
Change+867 (+3%)
Value$5.4M (+$214.2K)
Filed 2026-10-08
Dmkc Advisory Services, LLC
DECREASED
Shares32,865 from 38,701
Change-5,836 (-15%)
Value$5.4M (-$871.2K)
Filed 2026-11-04
Accredited Investors Inc.
INCREASED
Shares32,568 from 29,686
Change+2,882 (+10%)
Value$5.3M (+$539.6K)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares32,026 from 33,134
Change-1,108 (-3%)
Value$5.3M (-$107.7K)
Filed 2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares31,980 from 24,386
Change+7,594 (+31%)
Value$5.2M (+$1.3M)
Filed 2026-10-26
Poehling Capital Management, Inc.
DECREASED
Shares31,939 from 32,104
Change-165 (-1%)
Value$5.2M (+$44.8K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares31,919 from 30,081
Change+1,838 (+6%)
Value$5.2M (+$297.6K)
Filed 2026-11-06
Cohen Klingenstein LLC
UNCHANGED
Shares31,433 from 31,433
Change0 (0%)
Value$5.2M (+$70.4K)
Filed 2026-10-15
Maryland State Retirement & Pension System
INCREASED
Shares31,383 from 28,108
Change+3,275 (+12%)
Value$5.2M (+$600.6K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares31,109 from 28,987
Change+2,122 (+7%)
Value$5.1M (+$412.3K)
Filed 2026-11-05
Great Lakes Advisors, LLC
INCREASED
Shares31,021 from 30,338
Change+683 (+2%)
Value$5.1M (+$180.2K)
Filed 2026-11-06
Americana Partners, LLC
INCREASED
Shares30,996 from 29,317
Change+1,679 (+6%)
Value$5.1M (+$341.3K)
Filed 2026-10-28
Monarch Capital Management Inc
DECREASED
Shares30,959 from 31,332
Change-373 (-1%)
Value$5.1M (+$9.0K)
Filed 2026-10-19
First Citizens Bank & Trust Co
DECREASED
Shares30,458 from 35,212
Change-4,754 (-13%)
Value$5.0M (-$701.5K)
Filed 2026-10-14
Tufton Capital Management
DECREASED
Shares29,944 from 30,071
Change-127 (0%)
Value$4.9K (-$4.9M)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares29,726 from 30,401
Change-675 (-2%)
Value$4.9M (-$42.7K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares29,669 from 26,382
Change+3,287 (+12%)
Value$5.2M (+$901.5K)
Filed 2026-11-04
Raiffeisen Bank International AG
INCREASED
Shares29,601 from 11,398
Change+18,203 (+160%)
Value$5.0M (+$3.1M)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares29,564 from 33,384
Change-3,820 (-11%)
Value$4.9M (-$552.2K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares29,536 from 30,110
Change-574 (-2%)
Value$4.8M (-$26.8K)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares29,129 from 26,749
Change+2,380 (+9%)
Value$4.8M (+$450.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares29,065 from 34,982
Change-5,917 (-17%)
Value$4.8M (-$892.9K)
Filed 2026-10-16
Bokf, NA
INCREASED
Shares28,949 from 27,826
Change+1,123 (+4%)
Value$4.8M (+$246.7K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares28,792 from 27,063
Change+1,729 (+6%)
Value$4.7M (+$364.7K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares28,597 from 27,949
Change+648 (+2%)
Value$4.7M (+$168.3K)
Filed 2026-11-06
RMR Wealth Builders
INCREASED
Shares28,165 from 26,976
Change+1,189 (+4%)
Value$4.6M (+$255.6K)
Filed 2026-10-22
Anderson Hoagland & Co
UNCHANGED
Shares27,697 from 27,697
Change0 (0%)
Value$4.9M (+$378.1K)
Filed 2026-10-23
Hartford Investment Management Co
DECREASED
Shares27,645 from 28,802
Change-1,157 (-4%)
Value$4.5M (-$125.4K)
Filed 2026-11-04
Diversified Trust Co
DECREASED
Shares27,033 from 27,982
Change-949 (-3%)
Value$4.4M (-$93.2K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares26,901 from 27,576
Change-675 (-2%)
Value$4.4M (-$49.1K)
Filed 2026-11-05
Uncommon Cents Investing Inc
INCREASED
Shares26,555 from 26,535
Change+20 (+0%)
Value$4.4M (+$62.7K)
Filed 2026-10-20
Inspire Investing, LLC
DECREASED
Shares26,343 from 27,486
Change-1,143 (-4%)
Value$4.3M (-$126.1K)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares26,244 from 26,096
Change+148 (+1%)
Value$4.3M (+$82.8K)
Filed 2026-10-16
New Mexico Educational Retirement Board
UNCHANGED
Shares26,198 from 26,198
Change0 (0%)
Value$4.3K (-$4.2M)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares26,159 from 29,502
Change-3,343 (-11%)
Value$4.3M (-$482.7K)
Filed 2026-10-30
USAdvisors Wealth Management, LLC
DECREASED
Shares25,590 from 26,495
Change-905 (-3%)
Value$4.2K (-$4.3M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares25,455 from 24,517
Change+938 (+4%)
Value$4.2M (+$208.9K)
Filed 2026-11-05
Lynch & Associates
INCREASED
Shares25,407 from 24,819
Change+588 (+2%)
Value$4.2M (+$152.2K)
Filed 2026-10-13
Louisiana State Employees Retirement System
DECREASED
Shares25,400 from 26,700
Change-1,300 (-5%)
Value$4.2M (-$153.6K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares25,397 from 20,897
Change+4,500 (+22%)
Value$4.2M (+$785.4K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares25,053 from 22,620
Change+2,433 (+11%)
Value$4.1M (+$450.0K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
INCREASED
Shares24,657 from 23,570
Change+1,087 (+5%)
Value$4.0M (+$231.2K)
Filed 2026-10-21
Great Waters Wealth Management
DECREASED
Shares24,394 from 24,404
Change-10 (0%)
Value$4.0M (+$53.0K)
Filed 2026-10-07
Koshinski Asset Management, Inc.
DECREASED
Shares24,290 from 24,359
Change-69 (0%)
Value$4.0M (+$43.3K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares23,958 from 23,716
Change+242 (+1%)
Value$3.9M (+$92.8K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares23,912 from 21,808
Change+2,104 (+10%)
Value$3.9M (+$394.2K)
Filed 2026-10-23
Neville Rodie & Shaw Inc
DECREASED
Shares23,851 from 23,901
Change-50 (0%)
Value$3.9K (+$45)
Filed 2026-10-05
Brighton Jones LLC
INCREASED
Shares23,533 from 11,874
Change+11,659 (+98%)
Value$3.9M (+$1.9M)
Filed 2026-11-03
QV Investors Inc.
DECREASED
Shares23,350 from 23,730
Change-380 (-2%)
Value$3.8K (-$3.8M)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares23,195 from 23,320
Change-125 (-1%)
Value$3.8M (+$31.8K)
Filed 2026-10-21
Jefferies Financial Group Inc.
DECREASED
Shares23,150 from 64,081
Change-40,931 (-64%)
Value$3.8M (-$6.6M)
Filed 2026-11-05
True Private Wealth Advisors
INCREASED
Shares22,915 from 22,661
Change+254 (+1%)
Value$3.8M (+$92.5K)
Filed 2026-10-19
Baxter Bros Inc
DECREASED
Shares22,841 from 23,041
Change-200 (-1%)
Value$3.7M (+$18.8K)
Filed 2026-11-04
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares22,355 from 21,505
Change+850 (+4%)
Value$3.7M (+$187.7K)
Filed 2026-10-14
Franklin Street Advisors Inc
NEW
Shares22,143
Change+22,143
Value$3.6M
Filed 2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares21,812 from 4,845
Change+16,967 (+350%)
Value$3.6M (+$2.8M)
Filed 2026-10-22
Lakeside Advisors, Inc.
DECREASED
Shares21,333 from 21,697
Change-364 (-2%)
Value$3.5M (-$11.2K)
Filed 2026-10-20
Assenagon Asset Management S.A.
DECREASED
Shares20,667 from 20,939
Change-272 (-1%)
Value$3.4M (+$2.3K)
Filed 2026-10-15
Oak Thistle LLC
DECREASED
Shares20,634 from 32,511
Change-11,877 (-37%)
Value$3.4M (-$1.9M)
Filed 2026-10-21
Maia Wealth LLC
INCREASED
Shares20,596 from 17,015
Change+3,581 (+21%)
Value$3.4M (+$626.1K)
Filed 2026-10-19
Whitener Capital Management, Inc.
INCREASED
Shares20,446 from 20,427
Change+19 (+0%)
Value$3.4M (+$48.9K)
Filed 2026-10-15
V-Square Quantitative Management LLC
INCREASED
Shares20,389 from 20,021
Change+368 (+2%)
Value$3.3M (+$105.3K)
Filed 2026-10-15
Midwest Trust Co
DECREASED
Shares20,282 from 21,512
Change-1,230 (-6%)
Value$3.3M (-$153.7K)
Filed 2026-10-22
Argyle Capital Management, LLC
INCREASED
Shares20,278 from 20,143
Change+135 (+1%)
Value$3.3M (+$67.3K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares20,217 from 18,890
Change+1,327 (+7%)
Value$3.3M (+$260.1K)
Filed 2026-10-23
Simplex Trading, LLC
INCREASED
Shares20,116 from 16,742
Change+3,374 (+20%)
Value$3.3M (+$591.3K)
Filed 2026-11-04
UMB Bank, n.a.
DECREASED
Shares19,890 from 20,521
Change-631 (-3%)
Value$3.3M (-$57.6K)
Filed 2026-11-06
Terril Brothers, Inc.
DECREASED
Shares19,787 from 19,903
Change-116 (-1%)
Value$3.2M (+$25.5K)
Filed 2026-11-06
Vest Financial, LLC
DECREASED
Shares19,745 from 19,770
Change-25 (0%)
Value$3.2M (+$40.2K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares19,699 from 18,770
Change+929 (+5%)
Value$3.2M (+$194.6K)
Filed 2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares19,607 from 19,607
Change0 (0%)
Value$3.2M ($0)
Filed 2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED
Shares19,465 from 18,054
Change+1,411 (+8%)
Value$3.2M (+$272.1K)
Filed 2026-10-26
Symphony Financial, Ltd. Co.
INCREASED
Shares19,286 from 6,645
Change+12,641 (+190%)
Value$3.2M (+$2.1M)
Filed 2026-10-22
Park National Corp
DECREASED
Shares19,037 from 20,467
Change-1,430 (-7%)
Value$3.1M (-$188.9K)
Filed 2026-10-05
Jacobi Capital Management LLC
INCREASED
Shares18,977 from 18,825
Change+152 (+1%)
Value$3.1M (+$67.1K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares18,923 from 19,001
Change-78 (0%)
Value$3.1M (+$29.7K)
Filed 2026-11-03
McCollum Christoferson Group LLC
NEW
Shares18,723
Change+18,723
Value$22.3K
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares18,599 from 19,006
Change-407 (-2%)
Value$3.1M (-$24.2K)
Filed 2026-10-28
Shoker Investment Counsel, Inc.
INCREASED
Shares18,560 from 18,248
Change+312 (+2%)
Value$3.0M (+$92.2K)
Filed 2026-11-04
Sippican Capital Advisors
DECREASED
Shares18,455 from 18,652
Change-197 (-1%)
Value$3.0M (+$9.4K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares17,801 from 20,263
Change-2,462 (-12%)
Value$2.9K (-$3.3M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares17,667 from 22,142
Change-4,475 (-20%)
Value$2.9M (-$684.8K)
Filed 2026-11-06
Optimist Retirement Group LLC
INCREASED
Shares17,594 from 17,223
Change+371 (+2%)
Value$2.9M (+$99.5K)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares17,378 from 14,965
Change+2,413 (+16%)
Value$2.9M (+$429.7K)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares17,288 from 9,412
Change+7,876 (+84%)
Value$2.8M (+$1.3M)
Filed 2026-11-04
Gen-Wealth Partners Inc
INCREASED
Shares17,255 from 17,088
Change+167 (+1%)
Value$2.8M (+$65.7K)
Filed 2026-11-04
Greenleaf Trust
INCREASED
Shares17,222 from 15,128
Change+2,094 (+14%)
Value$2.8M (+$377.6K)
Filed 2026-10-29
AlTi Global, Inc.
INCREASED
Shares17,085 from 14,559
Change+2,526 (+17%)
Value$2.8M (+$447.3K)
Filed 2026-11-09
Columbus Macro, LLC
INCREASED
Shares16,931 from 16,783
Change+148 (+1%)
Value$2.8M (+$61.9K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares16,908 from 17,371
Change-463 (-3%)
Value$2.8M (-$38.4K)
Filed 2026-10-23
Hall Laurie J Trustee
DECREASED
Shares16,783 from 17,478
Change-695 (-4%)
Value$2.8M (-$74.9K)
Filed 2026-10-06
Mather Group, Llc.
DECREASED
Shares16,764 from 17,091
Change-327 (-2%)
Value$2.8M (-$15.4K)
Filed 2026-10-14
CenterBook Partners LP
NEW
Shares16,557
Change+16,557
Value$2.7M
Filed 2026-11-02
Mengis Capital Management, Inc.
DECREASED
Shares16,474 from 18,333
Change-1,859 (-10%)
Value$2.7M (-$264.3K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
INCREASED
Shares16,395 from 16,392
Change+3 (+0%)
Value$2.7M (+$37.2K)
Filed 2026-11-05
Trek Financial, LLC
INCREASED
Shares16,292 from 14,632
Change+1,660 (+11%)
Value$2.7M (+$305.3K)
Filed 2026-10-29
Exchange Traded Concepts, LLC
INCREASED
Shares16,223 from 1,331
Change+14,892 (+1119%)
Value$2.7M (+$2.4M)
Filed 2026-10-28
Roffman Miller Associates Inc
DECREASED
Shares16,035 from 17,554
Change-1,519 (-9%)
Value$2.6M (-$210.0K)
Filed 2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED
Shares15,949 from 15,401
Change+548 (+4%)
Value$2.6M (+$124.5K)
Filed 2026-10-20
North Dakota State Investment Board
INCREASED
Shares15,933 from 15,857
Change+76 (+0%)
Value$2.6M (+$48.0K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares15,755 from 15,855
Change-100 (-1%)
Value$2.6K (-$2.6M)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares15,695 from 16,319
Change-624 (-4%)
Value$2.6M (-$65.9K)
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
DECREASED
Shares15,658 from 15,779
Change-121 (-1%)
Value$2.6M (+$15.5K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares15,617 from 15,239
Change+378 (+2%)
Value$2.6M (+$96.2K)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares15,556 from 16,193
Change-637 (-4%)
Value$2.6M (-$68.3K)
Filed 2026-10-27
Boston Trust Walden Corp
DECREASED
Shares15,332 from 15,629
Change-297 (-2%)
Value$2.5M (-$13.7K)
Filed 2026-10-30
AGP Franklin, LLC
INCREASED
Shares15,289 from 14,964
Change+325 (+2%)
Value$2.5M (+$86.9K)
Filed 2026-11-04
DSG Capital Advisors, LLC
DECREASED
Shares15,227 from 15,292
Change-65 (0%)
Value$2.5M (+$105.1K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares14,842 from 21,145
Change-6,303 (-30%)
Value$2.4K (-$3.4M)
Filed 2026-10-29
Farmers & Merchants Investments Inc
DECREASED
Shares14,832 from 15,232
Change-400 (-3%)
Value$2.4M (-$31.5K)
Filed 2026-10-22
Physicians Financial Services, Inc.
DECREASED
Shares14,605 from 14,663
Change-58 (0%)
Value$2.4K (-$2.4M)
Filed 2026-11-04
Massachusetts Wealth Management
DECREASED
Shares14,573 from 15,473
Change-900 (-6%)
Value$2.4M (-$113.1K)
Filed 2026-10-21
Caldwell Trust Co
INCREASED
Shares14,508 from 14,485
Change+23 (+0%)
Value$2.4M (+$36.2K)
Filed 2026-10-30
Fulcrum Asset Management LLP
NEW
Shares14,462
Change+14,462
Value$2.4M
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares14,455 from 14,430
Change+25 (+0%)
Value$2.4M (+$36.4K)
Filed 2026-11-03
Patten & Patten Inc
DECREASED
Shares14,409 from 15,237
Change-828 (-5%)
Value$2.4M (-$101.8K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares14,408 from 14,317
Change+91 (+1%)
Value$2.4M (+$47.2K)
Filed 2026-10-08
Altman Advisors, Inc.
DECREASED
Shares14,198 from 14,239
Change-41 (0%)
Value$2.3M (+$25.2K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares13,957 from 13,957
Change0 (0%)
Value$2.3M (+$31.3K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares13,938 from 12,612
Change+1,326 (+11%)
Value$2.3M (+$246.0K)
Filed 2026-10-22
Financial Perspectives, Inc
UNCHANGED
Shares13,927 from 13,927
Change0 (0%)
Value$2.3M (+$31.2K)
Filed 2026-11-03
Rossmore Private Capital
UNCHANGED
Shares13,886 from 13,886
Change0 (0%)
Value$2.3M (+$31.1K)
Filed 2026-10-27
Plato Investment Management Ltd
INCREASED
Shares13,820 from 2,882
Change+10,938 (+380%)
Value$2.3M (+$1.8M)
Filed 2026-11-05
InvesTrust
DECREASED
Shares13,819 from 16,289
Change-2,470 (-15%)
Value$2.3M (-$369.0K)
Filed 2026-10-14
Nichols & Pratt Advisers LLP
DECREASED
Shares13,780 from 14,030
Change-250 (-2%)
Value$2.2M (-$25.2K)
Filed 2026-10-13
Columbia Asset Management
INCREASED
Shares13,722 from 13,677
Change+45 (+0%)
Value$2.3M (+$38.0K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares13,684 from 13,526
Change+158 (+1%)
Value$2.2M (+$56.2K)
Filed 2026-11-03
First Horizon Corp
DECREASED
Shares13,566 from 14,052
Change-486 (-3%)
Value$2.2M (-$48.3K)
Filed 2026-10-26
Naples Global Advisors, LLC
DECREASED
Shares13,451 from 13,475
Change-24 (0%)
Value$2.2M (+$26.2K)
Filed 2026-11-05
Alps Advisors Inc
DECREASED
Shares13,441 from 19,339
Change-5,898 (-30%)
Value$2.2M (-$924.8K)
Filed 2026-11-03
Securian Asset Management, Inc
DECREASED
Shares13,396 from 13,860
Change-464 (-3%)
Value$2.2M (-$16.4K)
Filed 2026-11-06
Capital Management Associates, Inc
UNCHANGED
Shares13,244 from 13,244
Change0 (0%)
Value$2.2M (+$29.7K)
Filed 2026-10-20
Dana Investment Advisors, Inc.
UNCHANGED
Shares13,138 from 13,138
Change0 (0%)
Value$2.2M (+$29.4K)
Filed 2026-11-06
Culbertson A N & Co Inc
DECREASED
Shares13,114 from 13,576
Change-462 (-3%)
Value$2.2M (-$45.4K)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
DECREASED
Shares13,077 from 13,257
Change-180 (-1%)
Value$2.1M (+$149)
Filed 2026-10-07
Eastern Bank
DECREASED
Shares13,057 from 13,165
Change-108 (-1%)
Value$2.1M (+$11.8K)
Filed 2026-10-05
Courier Capital LLC
INCREASED
Shares13,035 from 12,215
Change+820 (+7%)
Value$2.1M (+$162.0K)
Filed 2026-10-19
Mill Capital Management, LLC
UNCHANGED
Shares13,035 from 13,035
Change0 (0%)
Value$2.1M (+$29.2K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares12,974 from 12,094
Change+880 (+7%)
Value$2.1M (+$171.5K)
Filed 2026-10-21
Modera Wealth Management, LLC
INCREASED
Shares12,943 from 10,817
Change+2,126 (+20%)
Value$2.1M (+$373.1K)
Filed 2026-10-28
Busey Bank
INCREASED
Shares12,877 from 12,874
Change+3 (+0%)
Value$2.1M (+$29.3K)
Filed 2026-10-26
AGF Management LTD
DECREASED
Shares12,848 from 20,739
Change-7,891 (-38%)
Value$2.1M (-$1.2M)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED
Shares12,820 from 6,000
Change+6,820 (+114%)
Value$2.1M (+$1.1M)
Filed 2026-10-08
Manske Wealth Management
DECREASED
Shares12,770 from 13,185
Change-415 (-3%)
Value$2.1M (-$38.6K)
Filed 2026-10-26
Northern Financial Advisors Inc
INCREASED
Shares12,754 from 12,606
Change+148 (+1%)
Value$2.1M (+$52.5K)
Filed 2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED
Shares12,738 from 12,608
Change+130 (+1%)
Value$2.1M (+$49.6K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,716 from 12,563
Change+153 (+1%)
Value$2.1M (+$53.3K)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares12,657 from 12,835
Change-178 (-1%)
Value$2.1M (-$468)
Filed 2026-10-28
Regents Gate Capital LLP
NEW
Shares12,484
Change+12,484
Value$2.0M
Filed 2026-11-03
Bahl & Gaynor LLC
INCREASED
Shares12,365 from 12,022
Change+343 (+3%)
Value$2.0M (+$83.2K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares12,226 from 12,479
Change-253 (-2%)
Value$2.0M (-$3.4K)
Filed 2026-10-16
Chicago Trust Co NA
DECREASED
Shares12,146 from 12,444
Change-298 (-2%)
Value$2.0M (-$21.0K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares12,091 from 12,523
Change-432 (-3%)
Value$2.0M (-$42.9K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares12,083 from 11,965
Change+118 (+1%)
Value$2.0M (+$46.2K)
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares12,049 from 10,787
Change+1,262 (+12%)
Value$2.0M (+$231.4K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares12,030 from 12,030
Change0 (0%)
Value$1.9M ($0)
Filed 2026-11-05
MCF Advisors LLC
INCREASED
Shares11,927 from 11,870
Change+57 (+0%)
Value$2.0M (+$35.9K)
Filed 2026-10-28
Compton Wealth Advisory Group, LLC
DECREASED
Shares11,844 from 15,602
Change-3,758 (-24%)
Value$1.9M (-$564.9K)
Filed 2026-10-13
Wynn Capital, LLC
INCREASED
Shares11,818 from 11,763
Change+55 (+0%)
Value$1.9M (+$35.4K)
Filed 2026-10-13
Inman Jager Wealth Management, LLC
INCREASED
Shares11,580 from 11,520
Change+60 (+1%)
Value$1.9M (+$35.7K)
Filed 2026-11-05
Romano Brothers and Company
DECREASED
Shares11,570 from 11,820
Change-250 (-2%)
Value$1.9M (-$14.6K)
Filed 2026-10-22
Armstrong Henry H Associates Inc
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$1.9M (+$25.8K)
Filed 2026-10-07
Burney Co/
DECREASED
Shares11,468 from 11,470
Change-2 (0%)
Value$1.9M (+$25.5K)
Filed 2026-10-15
RIA Advisory Group LLC
DECREASED
Shares11,463 from 11,656
Change-193 (-2%)
Value$1.9M (-$5.6K)
Filed 2026-10-15
Sky Investment Group LLC
NEW
Shares11,403
Change+11,403
Value$1.9M
Filed 2026-10-30
Moors & Cabot, Inc.
INCREASED
Shares11,397 from 11,003
Change+394 (+4%)
Value$1.9M (+$89.2K)
Filed 2026-11-06
Fairfield Financial Advisors, LTD
INCREASED
Shares11,313 from 10,543
Change+770 (+7%)
Value$1.9M (+$150.1K)
Filed 2026-10-14
Vontobel Holding Ltd.
DECREASED
Shares11,260 from 23,090
Change-11,830 (-51%)
Value$1.8M (-$1.9M)
Filed 2026-10-16
Kentucky Trust Co
DECREASED
Shares11,183 from 11,448
Change-265 (-2%)
Value$1.8M (-$17.9K)
Filed 2026-10-15
Fisher Asset Management, LLC
INCREASED
Shares11,164 from 10,936
Change+228 (+2%)
Value$1.8M (+$61.9K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
INCREASED
Shares11,138 from 4,079
Change+7,059 (+173%)
Value$1.8M (+$1.2M)
Filed 2026-10-21
Associated Banc-Corp
INCREASED
Shares11,133 from 11,099
Change+34 (+0%)
Value$1.8M (+$30.4K)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares11,115 from 9,261
Change+1,854 (+20%)
Value$1.8M (+$325.2K)
Filed 2026-10-23
Home Federal Bank of Tennessee
DECREASED
Shares11,102 from 11,117
Change-15 (0%)
Value$1.8M (+$22.4K)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares11,086 from 10,091
Change+995 (+10%)
Value$1.8M (+$185.9K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares11,073 from 10,908
Change+165 (+2%)
Value$1.8M (+$51.6K)
Filed 2026-11-03
Delta Capital Management LLC
INCREASED
Shares10,960 from 8,930
Change+2,030 (+23%)
Value$1.8K (+$353)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED
Shares10,941 from 10,732
Change+209 (+2%)
Value$1.8M (+$58.3K)
Filed 2026-10-05
Quadrant Capital Group LLC
DECREASED
Shares10,936 from 11,019
Change-83 (-1%)
Value$1.8M (-$4.0K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares10,896 from 8,568
Change+2,328 (+27%)
Value$1.8M (+$401.2K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares10,883 from 11,117
Change-234 (-2%)
Value$1.8M (-$13.4K)
Filed 2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW
Shares10,855
Change+10,855
Value$1.8M
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares10,821 from 11,121
Change-300 (-3%)
Value$1.8M (-$24.3K)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares10,750 from 10,360
Change+390 (+4%)
Value$1.8M (+$87.2K)
Filed 2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares10,652 from 10,769
Change-117 (-1%)
Value$1.7M (+$4.9K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares10,594 from 10,599
Change-5 (0%)
Value$1.7M (+$22.9K)
Filed 2026-10-22
Peddock Capital Advisors, LLC
INCREASED
Shares10,576 from 10,517
Change+59 (+1%)
Value$1.7M (+$33.2K)
Filed 2026-10-16
BayBridge Capital Group, LLC
DECREASED
Shares10,557 from 11,713
Change-1,156 (-10%)
Value$1.7M (-$163.5K)
Filed 2026-10-13
Kornitzer Capital Management Inc
INCREASED
Shares10,535 from 10,285
Change+250 (+2%)
Value$1.7M (+$64.1K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares10,511 from 12,010
Change-1,499 (-12%)
Value$1.7M (-$219.1K)
Filed 2026-10-15
TCI Wealth Advisors, Inc.
INCREASED
Shares10,470 from 7,938
Change+2,532 (+32%)
Value$1.7M (+$433.4K)
Filed 2026-10-30
Guardian Wealth Management, Inc.
DECREASED
Shares10,426 from 11,069
Change-643 (-6%)
Value$1.7M (-$80.7K)
Filed 2026-10-30
Waters Parkerson & Co., LLC
DECREASED
Shares10,354 from 10,835
Change-481 (-4%)
Value$1.7M (-$54.7K)
Filed 2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED
Shares10,258 from 10,016
Change+242 (+2%)
Value$1.7M (+$62.2K)
Filed 2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED
Shares10,219 from 14,355
Change-4,136 (-29%)
Value$1.7M (-$646.8K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares10,180 from 10,070
Change+110 (+1%)
Value$1.7M (+$40.6K)
Filed 2026-10-07
Mirador Capital Partners LP
INCREASED
Shares10,101 from 9,978
Change+123 (+1%)
Value$1.7M (+$42.6K)
Filed 2026-10-09
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares10,101 from 10,111
Change-10 (0%)
Value$1.7M (+$21.1K)
Filed 2026-10-14
Crestwood Advisors Group, LLC
INCREASED
Shares9,973 from 9,835
Change+138 (+1%)
Value$1.6M (+$44.7K)
Filed 2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares9,885 from 9,885
Change0 (0%)
Value$1.6M (+$22.1K)
Filed 2026-11-02
Edmp, Inc.
DECREASED
Shares9,828 from 9,874
Change-46 (0%)
Value$1.6M (+$14.6K)
Filed 2026-10-22
Tema Etfs LLC
INCREASED
Shares9,771 from 9,597
Change+174 (+2%)
Value$1.6M (+$50.1K)
Filed 2026-10-16
Nixon Peabody Trust Co
INCREASED
Shares9,676 from 9,151
Change+525 (+6%)
Value$1.6M (+$106.7K)
Filed 2026-10-23
CMH Wealth Management LLC
DECREASED
Shares9,675 from 10,925
Change-1,250 (-11%)
Value$1.6M (-$180.7K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares9,634 from 9,159
Change+475 (+5%)
Value$1.6M (-$39.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,634 from 9,159
Change+475 (+5%)
Value$1.6M (-$39.7K)
Filed 2026-10-20
Cornerstone Planning, LLC
INCREASED
Shares9,606 from 9,541
Change+65 (+1%)
Value$1.6M (+$17.1K)
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares9,505 from 9,215
Change+290 (+3%)
Value$1.6M (+$68.3K)
Filed 2026-11-05
Alliance Private Wealth, LLC
DECREASED
Shares9,432 from 10,742
Change-1,310 (-12%)
Value$1.5M (-$191.0K)
Filed 2026-10-20
Zega Investments, LLC
DECREASED
Shares9,424 from 9,474
Change-50 (-1%)
Value$1.5M (+$13.0K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,409 from 8,854
Change+555 (+6%)
Value$1.5M (+$106.3K)
Filed 2026-10-13
Wealth Group Ltd
INCREASED
Shares9,403 from 7,077
Change+2,326 (+33%)
Value$1.5M (+$376.4K)
Filed 2026-10-07
BAR Harbor Wealth Management
INCREASED
Shares9,349 from 9,220
Change+129 (+1%)
Value$1.5M (+$41.8K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares9,342 from 7,653
Change+1,689 (+22%)
Value$1.6M (+$322.6K)
Filed 2026-10-27
Excalibur Management Corp
DECREASED
Shares9,245 from 9,251
Change-6 (0%)
Value$1.5M (+$19.7K)
Filed 2026-11-02
Ascent Wealth Partners, LLC
INCREASED
Shares9,237 from 9,186
Change+51 (+1%)
Value$1.5M (+$28.9K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
DECREASED
Shares9,232 from 9,829
Change-597 (-6%)
Value$1.5M (-$76.0K)
Filed 2026-10-16
Nuance Investments, LLC
DECREASED
Shares9,070 from 20,612
Change-11,542 (-56%)
Value$1.5M (-$1.8M)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares9,052 from 9,236
Change-184 (-2%)
Value$1.5M (-$9.6K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares9,044 from 9,019
Change+25 (+0%)
Value$1.5M (+$24.3K)
Filed 2026-11-03
Deseret Mutual Benefit Administrators
DECREASED
Shares9,004 from 9,414
Change-410 (-4%)
Value$1.5M (-$46.2K)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares8,953 from 9,109
Change-156 (-2%)
Value$1.5M (-$5.1K)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares8,901 from 10,041
Change-1,140 (-11%)
Value$1.5M (-$166.4K)
Filed 2026-10-29
Applied Capital LLC
DECREASED
Shares8,853 from 8,878
Change-25 (0%)
Value$1.5M (+$15.8K)
Filed 2026-10-07
Focused Wealth Management, Inc
INCREASED
Shares8,750 from 8,446
Change+304 (+4%)
Value$1.4M (+$68.9K)
Filed 2026-10-30
Westhampton Capital, LLC
DECREASED
Shares8,662 from 9,262
Change-600 (-6%)
Value$1.4M (-$77.7K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
DECREASED
Shares8,654 from 8,824
Change-170 (-2%)
Value$1.4M (-$8.1K)
Filed 2026-10-27
Zions Bancorporation, National Association
INCREASED
Shares8,522 from 7,786
Change+736 (+9%)
Value$1.4M (+$138.3K)
Filed 2026-11-06
Ascent Group, LLC
DECREASED
Shares8,446 from 8,499
Change-53 (-1%)
Value$1.4M (+$10.4K)
Filed 2026-10-30
Wellington Grp LLC
INCREASED
Shares8,443 from 5,335
Change+3,108 (+58%)
Value$1.4M (+$522.1K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares8,435
Change+8,435
Value$1.4M
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares8,416 from 8,416
Change0 (0%)
Value$1.4M (+$18.9K)
Filed 2026-10-27
Northeast Investment Management
UNCHANGED
Shares8,413 from 8,413
Change0 (0%)
Value$1.4M (+$18.8K)
Filed 2026-10-30
HUB Investment Partners, LLC
INCREASED
Shares8,410 from 6,903
Change+1,507 (+22%)
Value$1.4M (+$262.8K)
Filed 2026-11-03
LS Investment Advisors, LLC
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$1.4M (+$18.8K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares8,369 from 7,815
Change+554 (+7%)
Value$1.4M (+$108.4K)
Filed 2026-10-08
Profund Advisors LLC
DECREASED
Shares8,268 from 8,959
Change-691 (-8%)
Value$1.4M (-$93.4K)
Filed 2026-10-29
Wiregrass Investment Management LLC
INCREASED
Shares8,263 from 8,202
Change+61 (+1%)
Value$1.4M (+$28.5K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares8,226 from 8,556
Change-330 (-4%)
Value$1.4M (-$35.0K)
Filed 2026-11-03
Neumann Capital Management, LLC
NEW
Shares8,161
Change+8,161
Value$1.3M
Filed 2026-10-15
Wendell David Associates Inc
DECREASED
Shares8,153 from 8,453
Change-300 (-4%)
Value$1.3K (-$1.4M)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares8,149 from 7,928
Change+221 (+3%)
Value$1.3M (+$77.6K)
Filed 2026-10-20
Parcion Private Wealth LLC
INCREASED
Shares8,140 from 7,021
Change+1,119 (+16%)
Value$1.3M (+$199.4K)
Filed 2026-10-28
Curbstone Financial Management Corp
INCREASED
Shares8,096 from 7,896
Change+200 (+3%)
Value$1.3M (+$50.5K)
Filed 2026-10-21
Diligent Investors, LLC
DECREASED
Shares8,087 from 8,108
Change-21 (0%)
Value$1.3M (+$14.8K)
Filed 2026-10-21
Harbor Capital Advisors, Inc.
INCREASED
Shares8,070 from 8,035
Change+35 (+0%)
Value$1.3K (-$1.3M)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares8,056 from 8,082
Change-26 (0%)
Value$1.3M (+$13.8K)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
UNCHANGED
Shares8,008 from 8,008
Change0 (0%)
Value$1.3M (+$17.9K)
Filed 2026-11-02
Affiance Financial, LLC
DECREASED
Shares7,985 from 10,082
Change-2,097 (-21%)
Value$1.3M (-$321.6K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
INCREASED
Shares7,975 from 7,803
Change+172 (+2%)
Value$1.3M (+$45.7K)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares7,957 from 5,203
Change+2,754 (+53%)
Value$1.3M (+$482.0K)
Filed 2026-10-09
Winter & Associates, Inc.
DECREASED
Shares7,902 from 7,952
Change-50 (-1%)
Value$1.4M (+$66.7K)
Filed 2026-10-23
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares7,901 from 7,901
Change0 (0%)
Value$1.3M (+$17.7K)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares7,858 from 7,895
Change-37 (0%)
Value$1.3M (+$11.6K)
Filed 2026-10-20
Advisors Management Group Inc
INCREASED
Shares7,824 from 7,752
Change+72 (+1%)
Value$1.3K (-$1.3M)
Filed 2026-11-05
Bellwether Advisors, LLC
NEW
Shares7,806
Change+7,806
Value$1.3M
Filed 2026-11-09
Independence Bank of Kentucky
DECREASED
Shares7,755 from 8,155
Change-400 (-5%)
Value$1.3M (-$47.4K)
Filed 2026-10-26
Mystic Asset Management, Inc.
DECREASED
Shares7,710 from 7,810
Change-100 (-1%)
Value$1.3M (+$1.1K)
Filed 2026-10-15
Parthenon LLC
INCREASED
Shares7,691 from 7,661
Change+30 (+0%)
Value$1.3M (+$22.1K)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares7,682 from 6,870
Change+812 (+12%)
Value$1.3M (+$148.7K)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares7,679 from 7,652
Change+27 (+0%)
Value$1.3M (+$21.6K)
Filed 2026-11-05
Nicholas Wealth, Llc.
INCREASED
Shares7,638 from 7,635
Change+3 (+0%)
Value$1.3M (+$17.5K)
Filed 2026-10-26
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares7,586 from 7,546
Change+40 (+1%)
Value$1.2M (+$23.5K)
Filed 2026-11-06
Fulton Bank, N.A.
INCREASED
Shares7,567 from 7,203
Change+364 (+5%)
Value$1.2M (+$75.9K)
Filed 2026-10-14
Range Financial Group LLC
DECREASED
Shares7,567 from 7,632
Change-65 (-1%)
Value$1.2M (+$6.5K)
Filed 2026-10-21
Center for Financial Planning, Inc.
INCREASED
Shares7,557 from 7,407
Change+150 (+2%)
Value$1.2M (+$41.2K)
Filed 2026-10-26
Nations Financial Group Inc,
INCREASED
Shares7,542 from 7,449
Change+93 (+1%)
Value$1.2M (+$32.0K)
Filed 2026-11-05
Ticino Wealth
INCREASED
Shares7,492 from 7,025
Change+467 (+7%)
Value$1.2M (+$92.4K)
Filed 2026-10-13
Generali Investments, Management Co LLC
INCREASED
Shares7,461 from 6,943
Change+518 (+7%)
Value$1.2M (+$100.6K)
Filed 2026-10-19
Ledyard National Bank
DECREASED
Shares7,450 from 8,072
Change-622 (-8%)
Value$1.2M (-$84.0K)
Filed 2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED
Shares7,425 from 17,260
Change-9,835 (-57%)
Value$1.2K (-$2.8M)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
UNCHANGED
Shares7,359 from 7,359
Change0 (0%)
Value$1.2M (+$16.5K)
Filed 2026-10-15
Sentry LLC
DECREASED
Shares7,315 from 7,882
Change-567 (-7%)
Value$1.2M (-$75.5K)
Filed 2026-10-30
Carret Asset Management, LLC
DECREASED
Shares7,298 from 7,348
Change-50 (-1%)
Value$1.2M (+$8.3K)
Filed 2026-11-04
Bell Bank
DECREASED
Shares7,254 from 7,256
Change-2 (0%)
Value$1.2M (+$15.9K)
Filed 2026-10-21
Luken Investment Analytics, LLC
UNCHANGED
Shares7,244 from 7,244
Change0 (0%)
Value$1.2M (+$16.2K)
Filed 2026-11-06
Trust Co of Toledo NA
DECREASED
Shares7,212 from 7,482
Change-270 (-4%)
Value$1.2M (-$27.6K)
Filed 2026-10-16
Everett Harris & Co
INCREASED
Shares7,171 from 6,971
Change+200 (+3%)
Value$1.2M (+$48.4K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares7,152 from 5,640
Change+1,512 (+27%)
Value$1.2M (+$268.3K)
Filed 2026-10-08
King Luther Capital Management Corp
DECREASED
Shares7,107 from 7,337
Change-230 (-3%)
Value$1.2M (-$21.3K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares7,096 from 6,852
Change+244 (+4%)
Value$1.2M (+$55.4K)
Filed 2026-10-16
Pavion Blue Capital, LLC
UNCHANGED
Shares7,084 from 7,084
Change0 (0%)
Value$1.2M (-$16.5K)
Filed 2026-11-05
Todd Asset Management LLC
UNCHANGED
Shares7,075 from 7,075
Change0 (0%)
Value$1.2M (+$15.8K)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares7,003 from 4,908
Change+2,095 (+43%)
Value$1.1M (+$332.1K)
Filed 2026-10-13
Silverleafe Capital Partners, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.1M (+$15.7K)
Filed 2026-10-02
Ridgewood Investments LLC
DECREASED
Shares6,977 from 7,512
Change-535 (-7%)
Value$1.1M (-$71.0K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
INCREASED
Shares6,916 from 6,826
Change+90 (+1%)
Value$1.1M (+$30.1K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares6,897 from 6,843
Change+54 (+1%)
Value$1.1M (+$24.1K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares6,751 from 6,234
Change+517 (+8%)
Value$1.1M (+$98.9K)
Filed 2026-10-22
CWA Asset Management Group, LLC
INCREASED
Shares6,739 from 6,588
Change+151 (+2%)
Value$1.1M (+$39.6K)
Filed 2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares6,707 from 6,700
Change+7 (+0%)
Value$1.1M (+$16.2K)
Filed 2026-10-08
Natural Investments, LLC
DECREASED
Shares6,700 from 7,976
Change-1,276 (-16%)
Value$1.1M (-$191.3K)
Filed 2026-11-06
Genesee Capital Advisors, LLC
INCREASED
Shares6,700 from 6,689
Change+11 (+0%)
Value$1.1M (+$16.7K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares6,661 from 6,343
Change+318 (+5%)
Value$1.1M (+$66.4K)
Filed 2026-10-16
Montag A & Associates Inc
INCREASED
Shares6,638 from 6,635
Change+3 (+0%)
Value$1.1M (+$15.4K)
Filed 2026-10-29
American National Bank & Trust
INCREASED
Shares6,632 from 6,531
Change+101 (+2%)
Value$1.1M (+$31.2K)
Filed 2026-10-07
Frank, Rimerman Advisors LLC
INCREASED
Shares6,620 from 6,569
Change+51 (+1%)
Value$1.1M (+$23.1K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares6,594 from 6,715
Change-121 (-2%)
Value$1.1M (-$4.5K)
Filed 2026-10-30
LVM Capital Management LTD
UNCHANGED
Shares6,584 from 6,584
Change0 (0%)
Value$1.1M (+$1.1M)
Filed 2026-10-20
Sage Capital Advisors,llc
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$1.1M (+$14.7K)
Filed 2026-10-13
Jones Kertz & Associates, Inc.
UNCHANGED
Shares6,562 from 6,562
Change0 (0%)
Value$1.1M (+$14.7K)
Filed 2026-10-28
Phoenix Financial Ltd.
INCREASED
Shares6,528 from 5,839
Change+689 (+12%)
Value$1.1M (+$126.2K)
Filed 2026-11-09
HBK Sorce Advisory LLC
DECREASED
Shares6,505 from 6,708
Change-203 (-3%)
Value$1.2M (-$80)
Filed 2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares6,464 from 6,462
Change+2 (+0%)
Value$1.1M (+$14.7K)
Filed 2026-10-15
Allen Investment Management, LLC
UNCHANGED
Shares6,454 from 6,454
Change0 (0%)
Value$1.1M (+$14.5K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares6,412 from 6,513
Change-101 (-2%)
Value$1.1M (-$1.9K)
Filed 2026-10-20
Meridian Wealth Management, LLC
DECREASED
Shares6,395 from 6,397
Change-2 (0%)
Value$1.0M (+$14.0K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares6,377 from 3,896
Change+2,481 (+64%)
Value$1.0M (+$416.1K)
Filed 2026-10-26
William Allan Corp
DECREASED
Shares6,374 from 6,607
Change-233 (-4%)
Value$1.0M (-$23.4K)
Filed 2026-10-14
Imc-Chicago, LLC
DECREASED
Shares6,370 from 56,352
Change-49,982 (-89%)
Value$1.0M (-$8.1M)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares6,347 from 6,707
Change-360 (-5%)
Value$1.0M (-$38.6K)
Filed 2026-11-02
Rockland Trust Co
DECREASED
Shares6,336 from 6,378
Change-42 (-1%)
Value$1.0M (+$7.4K)
Filed 2026-10-05
Dumont & Blake Investment Advisors LLC
INCREASED
Shares6,322 from 6,272
Change+50 (+1%)
Value$1.0M (+$22.3K)
Filed 2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares6,289 from 6,288
Change+1 (+0%)
Value$1.0M (+$14.3K)
Filed 2026-10-30
Howland Capital Management LLC
DECREASED
Shares6,251 from 6,262
Change-11 (0%)
Value$1.0M (+$12.2K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
INCREASED
Shares6,199 from 3,865
Change+2,334 (+60%)
Value$1.0M (+$391.7K)
Filed 2026-10-29
Parkside Financial Bank & Trust
DECREASED
Shares6,107 from 6,136
Change-29 (0%)
Value$1.0M (+$9.0K)
Filed 2026-10-27
MBL Wealth, LLC
INCREASED
Shares6,067 from 4,509
Change+1,558 (+35%)
Value$995.9K (+$265.8K)
Filed 2026-10-22
Washington Trust Bank
DECREASED
Shares6,043 from 6,059
Change-16 (0%)
Value$992.0K (+$10.9K)
Filed 2026-11-03
Essex Bank
INCREASED
Shares5,979 from 5,973
Change+6 (+0%)
Value$981.4K (+$14.4K)
Filed 2026-10-16
First Bank & Trust
INCREASED
Shares5,967 from 5,169
Change+798 (+15%)
Value$979.5K (+$142.6K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED
Shares5,941 from 5,940
Change+1 (+0%)
Value$975.2K (+$13.4K)
Filed 2026-10-15
Capstone Capital Management Ltd
INCREASED
Shares5,938 from 4,857
Change+1,081 (+22%)
Value$974.7K (+$188.3K)
Filed 2026-10-21
TCV Trust & Wealth Management, Inc.
DECREASED
Shares5,926 from 5,976
Change-50 (-1%)
Value$972.8K (+$5.2K)
Filed 2026-10-16
Sapient Capital LLC
DECREASED
Shares5,923 from 5,930
Change-7 (0%)
Value$972.3K (+$12.1K)
Filed 2026-10-08
Fruth Investment Management
UNCHANGED
Shares5,890 from 5,890
Change0 (0%)
Value$966 (+$13)
Filed 2026-10-13
BLB&B Advisors, LLC
DECREASED
Shares5,874 from 6,891
Change-1,017 (-15%)
Value$964.3K (-$151.5K)
Filed 2026-10-27
Jnba Financial Advisors
INCREASED
Shares5,819 from 5,682
Change+137 (+2%)
Value$955.2K (+$35.2K)
Filed 2026-11-03
San Luis Wealth Advisors LLC
INCREASED
Shares5,800 from 5,793
Change+7 (+0%)
Value$952.0K (+$14.0K)
Filed 2026-10-27
Nfsg Corp
DECREASED
Shares5,795 from 5,992
Change-197 (-3%)
Value$951.2K (-$19.0K)
Filed 2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED
Shares5,763 from 6,113
Change-350 (-6%)
Value$946.1K (-$43.7K)
Filed 2026-10-13
Fiduciary Family Office, LLC
INCREASED
Shares5,754 from 2,703
Change+3,051 (+113%)
Value$944.5K (+$506.9K)
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares5,747 from 4,977
Change+770 (+15%)
Value$943.3K (+$137.6K)
Filed 2026-10-28
Sterling Capital Management LLC
INCREASED
Shares5,744 from 4,780
Change+964 (+20%)
Value$942.9K (+$168.9K)
Filed 2026-10-22
Cahaba Wealth Management, Inc.
INCREASED
Shares5,743 from 5,671
Change+72 (+1%)
Value$942.8K (+$24.5K)
Filed 2026-10-26
Shrier Wealth Management, LLC
INCREASED
Shares5,742 from 5,604
Change+138 (+2%)
Value$942.6K (+$35.2K)
Filed 2026-10-20
Mitchell Sinkler & Starr
DECREASED
Shares5,714 from 5,779
Change-65 (-1%)
Value$938.0K (+$2.3K)
Filed 2026-10-13
Hummer Financial Advisory Services Inc
UNCHANGED
Shares5,711 from 5,711
Change0 (0%)
Value$937.5K (+$12.8K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED
Shares5,710 from 5,377
Change+333 (+6%)
Value$937.3K (+$66.7K)
Filed 2026-11-05
Aspiriant, LLC
INCREASED
Shares5,709 from 3,621
Change+2,088 (+58%)
Value$937.2K (+$350.7K)
Filed 2026-10-16
Vaughan David Investments LLC
INCREASED
Shares5,657 from 5,457
Change+200 (+4%)
Value$929 (-$882.1K)
Filed 2026-11-05
Herold Advisors, Inc.
DECREASED
Shares5,631 from 5,761
Change-130 (-2%)
Value$924.4K (-$5.6K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED
Shares5,618 from 5,590
Change+28 (+1%)
Value$922.2K (+$17.2K)
Filed 2026-10-22
North Star Investment Management Corp.
DECREASED
Shares5,600 from 5,966
Change-366 (-6%)
Value$919.2K (-$46.7K)
Filed 2026-10-27
First Financial Bank - Trust Division
DECREASED
Shares5,570 from 5,935
Change-365 (-6%)
Value$914.3K (-$46.6K)
Filed 2026-10-01
LVW Advisors, LLC
INCREASED
Shares5,507 from 5,394
Change+113 (+2%)
Value$904.0K (+$30.6K)
Filed 2026-10-19
Saxon Interests, Inc.
INCREASED
Shares5,479 from 5,433
Change+46 (+1%)
Value$899.4K (+$19.7K)
Filed 2026-10-26
Aries Wealth Management
UNCHANGED
Shares5,463 from 5,463
Change0 (0%)
Value$896.8K (+$12.2K)
Filed 2026-10-23
Goelzer Investment Management, Inc.
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$894.6K (+$12.2K)
Filed 2026-10-16
Midwest Financial Partners Investments, Inc.
INCREASED
Shares5,441 from 4,819
Change+622 (+13%)
Value$893.1K (+$112.9K)
Filed 2026-10-08
Tritonpoint Wealth, LLC
INCREASED
Shares5,416 from 5,336
Change+80 (+2%)
Value$889.0K (+$25.1K)
Filed 2026-10-19
SVB Wealth LLC
DECREASED
Shares5,370 from 5,484
Change-114 (-2%)
Value$881.4K (-$6.5K)
Filed 2026-11-06
United Asset Strategies, Inc.
INCREASED
Shares5,350 from 5,331
Change+19 (+0%)
Value$878.2K (+$15.0K)
Filed 2026-10-28
Investors Asset Management of Georgia Inc
INCREASED
Shares5,335 from 5,312
Change+23 (+0%)
Value$875.7K (+$15.7K)
Filed 2026-10-20
Trust Point Inc.
DECREASED
Shares5,297 from 6,302
Change-1,005 (-16%)
Value$869.5K (-$150.9K)
Filed 2026-10-27
Bank of Stockton
DECREASED
Shares5,283 from 5,560
Change-277 (-5%)
Value$867.2K (-$33.0K)
Filed 2026-10-20
Vista Investment Partners LLC
INCREASED
Shares5,278 from 5,266
Change+12 (+0%)
Value$866.3K (+$13.7K)
Filed 2026-10-08
Ti-Trust, Inc
UNCHANGED
Shares5,278 from 5,278
Change0 (0%)
Value$866.4K (+$11.8K)
Filed 2026-10-21
Bath Savings Trust Co
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$861.8K (+$11.8K)
Filed 2026-10-07
NavPoint Financial, Inc.
UNCHANGED
Shares5,240 from 5,240
Change0 (0%)
Value$860.1K (+$11.7K)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares5,211 from 4,724
Change+487 (+10%)
Value$855.4K (+$90.5K)
Filed 2026-11-05
Schorn Wealth LLC
DECREASED
Shares5,200 from 5,434
Change-234 (-4%)
Value$853.6K (-$26.2K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
DECREASED
Shares5,181 from 5,204
Change-23 (0%)
Value$850.5K (+$7.9K)
Filed 2026-11-05
Norden Group LLC
DECREASED
Shares5,166 from 5,343
Change-177 (-3%)
Value$848.1K (-$17.1K)
Filed 2026-10-20
Chicago Capital, LLC
INCREASED
Shares5,160 from 5,144
Change+16 (+0%)
Value$847.0K (+$14.1K)
Filed 2026-10-13
Twin Cities Retirement Group LLC
INCREASED
Shares5,139 from 5,128
Change+11 (+0%)
Value$843.5K (+$13.2K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,111 from 4,821
Change+290 (+6%)
Value$838.9K (+$58.4K)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares5,101 from 5,056
Change+45 (+1%)
Value$837.3K (+$18.6K)
Filed 2026-11-03
St. Clair Advisors, LLC
UNCHANGED
Shares5,077 from 5,077
Change0 (0%)
Value$833.4K (+$11.4K)
Filed 2026-10-13
Natixis
DECREASED
Shares5,018 from 162,193
Change-157,175 (-97%)
Value$823.7K (-$25.4M)
Filed 2026-11-06
Wealth Group, Ltd.
DECREASED
Shares4,973 from 14,663
Change-9,690 (-66%)
Value$816 (-$2.4M)
Filed 2026-10-30
Burke & Herbert Bank & Trust Co
DECREASED
Shares4,973 from 5,273
Change-300 (-6%)
Value$816.3K (-$37.4K)
Filed 2026-11-02
Duncker Streett & Co Inc
INCREASED
Shares4,971 from 4,970
Change+1 (+0%)
Value$816.0K (+$11.4K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,928 from 5,424
Change-496 (-9%)
Value$808.9K (-$69.2K)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares4,914 from 4,772
Change+142 (+3%)
Value$806.6K (+$34.0K)
Filed 2026-10-08
Birch Hill Investment Advisors LLC
DECREASED
Shares4,913 from 5,033
Change-120 (-2%)
Value$806.5K (-$8.4K)
Filed 2026-10-16
Cigna Investments Inc
DECREASED
Shares4,871 from 4,917
Change-46 (-1%)
Value$800 (-$795.2K)
Filed 2026-10-19
Miller Financial Services LLC
UNCHANGED
Shares4,847 from 4,847
Change0 (0%)
Value$795.6K (+$10.9K)
Filed 2026-10-20
Acropolis Investment Management, LLC
DECREASED
Shares4,846 from 5,016
Change-170 (-3%)
Value$795.5K (-$16.6K)
Filed 2026-10-08
Canvas Wealth Advisors, LLC
DECREASED
Shares4,806 from 5,100
Change-294 (-6%)
Value$852.3K (+$26.6K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares4,785 from 4,193
Change+592 (+14%)
Value$785.5K (+$106.6K)
Filed 2026-10-21
Dorato Capital Management
INCREASED
Shares4,782 from 4,755
Change+27 (+1%)
Value$775.3K (+$26.3K)
Filed 2026-10-08
Aviance Capital Partners, LLC
INCREASED
Shares4,779 from 4,763
Change+16 (+0%)
Value$784.5K (+$13.3K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares4,729 from 4,621
Change+108 (+2%)
Value$776.2K (+$28.0K)
Filed 2026-10-22
Strategic Advisors LLC
INCREASED
Shares4,718 from 4,717
Change+1 (+0%)
Value$774.5K (+$10.7K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares4,706 from 4,610
Change+96 (+2%)
Value$772.5K (+$26.1K)
Filed 2026-10-21
Citizens National Bank Trust Department
UNCHANGED
Shares4,704 from 4,704
Change0 (0%)
Value$772.2K (+$10.5K)
Filed 2026-11-04
1834 Investment Advisors Co
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$769.9K (+$10.5K)
Filed 2026-10-16
City State Bank
DECREASED
Shares4,673 from 4,801
Change-128 (-3%)
Value$767.1K (-$10.3K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares4,668 from 4,454
Change+214 (+5%)
Value$766.3K (+$45.0K)
Filed 2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED
Shares4,659 from 4,637
Change+22 (+0%)
Value$764.7K (+$14.0K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED
Shares4,654 from 4,798
Change-144 (-3%)
Value$763.9K (-$12.9K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares4,621 from 3,672
Change+949 (+26%)
Value$758.4K (+$163.9K)
Filed 2026-11-04
Altfest L J & Co Inc
UNCHANGED
Shares4,621 from 4,621
Change0 (0%)
Value$758.5K (+$10.4K)
Filed 2026-10-27
G2 Capital Management, LLC / OH
INCREASED
Shares4,614 from 4,611
Change+3 (+0%)
Value$757.4K (+$10.8K)
Filed 2026-10-23
Atlas Brown,Inc.
INCREASED
Shares4,602 from 4,600
Change+2 (+0%)
Value$755.4K (+$10.6K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
DECREASED
Shares4,587 from 4,708
Change-121 (-3%)
Value$752.9K (-$9.3K)
Filed 2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,567 from 4,959
Change-392 (-8%)
Value$749.6K (-$53.3K)
Filed 2026-10-15
Equitable Trust Co
DECREASED
Shares4,561 from 4,839
Change-278 (-6%)
Value$748.7K (-$34.8K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,554 from 4,377
Change+177 (+4%)
Value$747.6K (+$38.9K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares4,526 from 4,135
Change+391 (+9%)
Value$743.0K (+$73.5K)
Filed 2026-10-20
Angeles Wealth Management, LLC
INCREASED
Shares4,518 from 4,461
Change+57 (+1%)
Value$741.6K (+$19.3K)
Filed 2026-10-26
Legacy Private Trust Co.
DECREASED
Shares4,508 from 5,348
Change-840 (-16%)
Value$740.0K (-$125.9K)
Filed 2026-10-06
Country Trust Bank
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$738.7K (+$10.1K)
Filed 2026-10-30
Cidel Asset Management Inc
UNCHANGED
Shares4,488 from 4,488
Change0 (0%)
Value$736.7K (+$10.1K)
Filed 2026-10-29
Private Wealth Partners, LLC
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$730.5K (+$10.0K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares4,442 from 5,359
Change-917 (-17%)
Value$729.1K (-$138.5K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
INCREASED
Shares4,439 from 3,919
Change+520 (+13%)
Value$728.7K (+$94.2K)
Filed 2026-11-06
Elyxium Wealth, LLC
INCREASED
Shares4,412 from 4,399
Change+13 (+0%)
Value$724.2K (+$12.0K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,403 from 4,403
Change0 (0%)
Value$722.8K (+$9.9K)
Filed 2026-10-21
Pflug Koory, LLC
UNCHANGED
Shares4,401 from 4,401
Change0 (0%)
Value$722.4K (+$9.9K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
DECREASED
Shares4,364 from 4,832
Change-468 (-10%)
Value$716.4K (-$66.0K)
Filed 2026-11-05
Triangle Securities Wealth Management
UNCHANGED
Shares4,353 from 4,353
Change0 (0%)
Value$714.6K (+$9.8K)
Filed 2026-10-14
IFG Advisory, LLC
DECREASED
Shares4,345 from 4,416
Change-71 (-2%)
Value$713.2K (-$1.9K)
Filed 2026-11-09
YHB Investment Advisors, Inc.
UNCHANGED
Shares4,344 from 4,344
Change0 (0%)
Value$713.1K (+$9.7K)
Filed 2026-10-08
XML Financial, LLC
DECREASED
Shares4,318 from 4,928
Change-610 (-12%)
Value$708.8K (-$89.1K)
Filed 2026-10-29
StoneRidge PMG Advisors, LLC
NEW
Shares4,312
Change+4,312
Value$708
Filed 2026-11-04
Sterling Financial Planning, Inc.
DECREASED
Shares4,312 from 4,368
Change-56 (-1%)
Value$707.9K (+$593)
Filed 2026-10-28
Trillium Asset Management, LLC
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$704.2K (+$9.6K)
Filed 2026-11-09
Integrity Alliance, Llc.
INCREASED
Shares4,256 from 3,547
Change+709 (+20%)
Value$698.6K (+$124.2K)
Filed 2026-10-29
Texas Bank & Trust Co
INCREASED
Shares4,242 from 4,212
Change+30 (+1%)
Value$696.3K (+$14.4K)
Filed 2026-11-04
Advisory Solutions Group, LLC
NEW
Shares4,228
Change+4,228
Value$694.1K
Filed 2026-10-14
BridgePort Financial Solutions, LLC
INCREASED
Shares4,218 from 4,190
Change+28 (+1%)
Value$692.5K (+$14.0K)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
INCREASED
Shares4,203 from 3,803
Change+400 (+11%)
Value$689.9K (+$74.2K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares4,187 from 5,345
Change-1,158 (-22%)
Value$687.3K (-$178.1K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares4,187 from 5,198
Change-1,011 (-19%)
Value$687.3K (-$154.4K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares4,180 from 4,526
Change-346 (-8%)
Value$686.1K (-$46.7K)
Filed 2026-10-05
Hedges Asset Management LLC
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$681.2K (+$9.3K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
DECREASED
Shares4,149 from 4,920
Change-771 (-16%)
Value$681.1K (-$115.5K)
Filed 2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED
Shares4,118 from 4,109
Change+9 (+0%)
Value$675.9K (+$10.7K)
Filed 2026-10-19
WBI Investments, LLC
NEW
Shares4,104
Change+4,104
Value$673.6K
Filed 2026-11-05
Freestate Advisors LLC
UNCHANGED
Shares4,104 from 4,104
Change0 (0%)
Value$673.7K (+$9.2K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares4,103 from 4,084
Change+19 (+0%)
Value$673.5K (+$12.2K)
Filed 2026-10-23
Cove Private Wealth, LLC
INCREASED
Shares4,101 from 3,951
Change+150 (+4%)
Value$673.2K (+$33.5K)
Filed 2026-10-28
Prota Financial, LLC
DECREASED
Shares4,068 from 4,077
Change-9 (0%)
Value$663.2K (+$11.0K)
Filed 2026-10-08
Hunter Associates Investment Management LLC
DECREASED
Shares4,066 from 4,341
Change-275 (-6%)
Value$668 (-$701.3K)
Filed 2026-10-26
Charles Schwab Trust Co
INCREASED
Shares4,064 from 3,864
Change+200 (+5%)
Value$667.1K (+$41.5K)
Filed 2026-10-15
Manchester Capital Management LLC
DECREASED
Shares4,053 from 4,093
Change-40 (-1%)
Value$665.3K (+$2.6K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares4,049 from 4,140
Change-91 (-2%)
Value$664.7K (-$5.7K)
Filed 2026-10-26
Arrow Financial Corp
UNCHANGED
Shares4,045 from 4,045
Change0 (0%)
Value$664.0K (+$9.1K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
UNCHANGED
Shares4,038 from 4,038
Change0 (0%)
Value$662.8K (+$9.0K)
Filed 2026-11-03
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$656.6K (+$9.0K)
Filed 2026-10-26
Bill Few Associates, Inc.
DECREASED
Shares3,992 from 4,054
Change-62 (-2%)
Value$655.2K (-$1.2K)
Filed 2026-10-09
Sendero Wealth Management, LLC
INCREASED
Shares3,980 from 3,952
Change+28 (+1%)
Value$653.3K (+$13.4K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares3,950 from 3,849
Change+101 (+3%)
Value$648.4K (+$25.2K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
INCREASED
Shares3,945 from 3,243
Change+702 (+22%)
Value$647.6K (+$122.6K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,906 from 3,590
Change+316 (+9%)
Value$641.1K (+$59.9K)
Filed 2026-10-08
Woodmont Investment Counsel LLC
INCREASED
Shares3,890 from 3,485
Change+405 (+12%)
Value$638.5K (+$74.3K)
Filed 2026-10-29
Newman Dignan & Sheerar, Inc.
INCREASED
Shares3,888 from 2,335
Change+1,553 (+67%)
Value$638.2K (+$260.1K)
Filed 2026-10-21
Cross Staff Investments Inc
UNCHANGED
Shares3,888 from 3,888
Change0 (0%)
Value$638.2K (+$8.7K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares3,886 from 2,866
Change+1,020 (+36%)
Value$637.9K (+$173.9K)
Filed 2026-10-15
Abner Herrman & Brock LLC
INCREASED
Shares3,869 from 3,700
Change+169 (+5%)
Value$635 (+$36)
Filed 2026-10-20
Montecito Bank & Trust
DECREASED
Shares3,868 from 3,876
Change-8 (0%)
Value$634.9K (+$7.4K)
Filed 2026-10-01
Washington Trust Co
DECREASED
Shares3,851 from 3,901
Change-50 (-1%)
Value$632.1K (+$530)
Filed 2026-10-22
Marks Group Wealth Management, Inc
DECREASED
Shares3,841 from 3,913
Change-72 (-2%)
Value$630.6K (-$3.0K)
Filed 2026-11-05
Lake Street Private Wealth, LLC
DECREASED
Shares3,841 from 3,863
Change-22 (-1%)
Value$630.5K (+$4.9K)
Filed 2026-10-22
New Hampshire Trust
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$628.7K (+$8.6K)
Filed 2026-10-20
Forza Wealth Management, LLC
DECREASED
Shares3,829 from 3,943
Change-114 (-3%)
Value$628.5K (-$9.9K)
Filed 2026-10-20
Allen Capital Group, LLC
INCREASED
Shares3,804 from 3,779
Change+25 (+1%)
Value$624.5K (+$12.6K)
Filed 2026-10-27
Wise Wealth Partners
UNCHANGED
Shares3,802 from 3,802
Change0 (0%)
Value$624.1K (+$8.5K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares3,798 from 3,880
Change-82 (-2%)
Value$623.5K (-$4.8K)
Filed 2026-10-22
Hardworking Capital Advisors, LLC
DECREASED
Shares3,793 from 4,058
Change-265 (-7%)
Value$622.7K (-$34.4K)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED
Shares3,784 from 2,151
Change+1,633 (+76%)
Value$619.0K (+$284.9K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares3,783 from 2,255
Change+1,528 (+68%)
Value$621.1K (+$255.9K)
Filed 2026-11-02
MTM Investment Management, LLC
INCREASED
Shares3,783 from 3,781
Change+2 (+0%)
Value$620.9K (+$8.7K)
Filed 2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares3,780 from 3,439
Change+341 (+10%)
Value$620.4K (+$63.7K)
Filed 2026-10-23
Jackson Square Capital, LLC
UNCHANGED
Shares3,770 from 3,770
Change0 (0%)
Value$618.8K (+$8.4K)
Filed 2026-10-19
John G Ullman & Associates Inc
DECREASED
Shares3,760 from 3,960
Change-200 (-5%)
Value$617.2K (-$24.0K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,758 from 3,340
Change+418 (+13%)
Value$616.9K (+$76.1K)
Filed 2026-10-27
Highland Capital Management, LLC
UNCHANGED
Shares3,758 from 3,758
Change0 (0%)
Value$616.9K (+$8.4K)
Filed 2026-10-26
Sound Income Strategies, LLC
INCREASED
Shares3,757 from 2,188
Change+1,569 (+72%)
Value$614.6K (+$260.4K)
Filed 2026-10-09
Progressive Investment Management Corp
UNCHANGED
Shares3,731 from 3,731
Change0 (0%)
Value$612.4K (+$8.4K)
Filed 2026-10-26
FSM Wealth Advisors, LLC
INCREASED
Shares3,726 from 3,670
Change+56 (+2%)
Value$609.5K (+$15.3K)
Filed 2026-10-27
Leonteq Securities AG
DECREASED
Shares3,721 from 4,100
Change-379 (-9%)
Value$610.8K (-$53.0K)
Filed 2026-10-29
Diversified Management Inc
INCREASED
Shares3,713 from 3,627
Change+86 (+2%)
Value$609.5K (+$22.2K)
Filed 2026-10-08
Bison Wealth, LLC
INCREASED
Shares3,712 from 3,564
Change+148 (+4%)
Value$597.2K (+$30.0K)
Filed 2026-10-13
Bosman Wealth Management, LLC
UNCHANGED
Shares3,706 from 3,706
Change0 (0%)
Value$608.3K (+$8.3K)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares3,698 from 5,224
Change-1,526 (-29%)
Value$607.1K (-$238.8K)
Filed 2026-10-27
Mosley Wealth Management
INCREASED
Shares3,698 from 3,266
Change+432 (+13%)
Value$611.4K (+$82.7K)
Filed 2026-10-16
First City Capital Management, Inc.
DECREASED
Shares3,693 from 3,762
Change-69 (-2%)
Value$606.2K (-$2.9K)
Filed 2026-10-27
Alta Advisers Ltd
INCREASED
Shares3,688 from 2,122
Change+1,566 (+74%)
Value$605.4K (+$261.8K)
Filed 2026-11-02
Compass Ion Advisors, LLC
INCREASED
Shares3,677 from 3,675
Change+2 (+0%)
Value$603.6K (+$8.6K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
INCREASED
Shares3,657 from 3,629
Change+28 (+1%)
Value$600.3K (+$12.6K)
Filed 2026-10-20
Burns Matteson Capital Management, LLC
UNCHANGED
Shares3,657 from 3,657
Change0 (0%)
Value$600.3K (+$8.2K)
Filed 2026-10-16
Valmark Advisers, Inc.
DECREASED
Shares3,650 from 4,473
Change-823 (-18%)
Value$599.2K (-$125.1K)
Filed 2026-11-06
State of Wyoming
INCREASED
Shares3,645 from 948
Change+2,697 (+284%)
Value$598.3K (+$444.8K)
Filed 2026-10-28
Slocum, Gordon & Co LLP
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$594.8K (+$8.1K)
Filed 2026-10-19
Summit Global Investments
INCREASED
Shares3,617 from 3,089
Change+528 (+17%)
Value$594 (-$499.4K)
Filed 2026-10-28
Harmony Asset Management LLC
DECREASED
Shares3,598 from 3,601
Change-3 (0%)
Value$590.6K (+$7.6K)
Filed 2026-10-20
Vaughan & Co Securities, Inc.
DECREASED
Shares3,577 from 4,751
Change-1,174 (-25%)
Value$587.2K (-$182.1K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares3,571 from 2,874
Change+697 (+24%)
Value$586.2K (+$168.8K)
Filed 2026-10-13
Community Bank & Trust, Waco, Texas
INCREASED
Shares3,553 from 3,468
Change+85 (+2%)
Value$583 (-$561.4K)
Filed 2026-10-19
Everest Financial Group LLC
DECREASED
Shares3,540 from 3,554
Change-14 (0%)
Value$581.0K (+$5.6K)
Filed 2026-11-06
Oakworth Capital, Inc.
INCREASED
Shares3,539 from 3,509
Change+30 (+1%)
Value$580.9K (+$14.1K)
Filed 2026-10-26
Violich Capital Management, Inc.
UNCHANGED
Shares3,536 from 3,536
Change0 (0%)
Value$580.4K (+$7.9K)
Filed 2026-10-05
Arta Finance Wealth Management LLC
INCREASED
Shares3,534 from 3,259
Change+275 (+8%)
Value$580.1K (+$52.4K)
Filed 2026-10-28
Harbour Trust & Investment Management Co
DECREASED
Shares3,530 from 3,630
Change-100 (-3%)
Value$579.5K (-$8.3K)
Filed 2026-10-28
Twelve Points Wealth Management LLC
DECREASED
Shares3,513 from 3,703
Change-190 (-5%)
Value$612.5K (+$12.8K)
Filed 2026-11-03
Forteris Wealth Management Inc.
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$576.2K (+$7.9K)
Filed 2026-10-13
J2 Capital Management Inc
DECREASED
Shares3,505 from 3,572
Change-67 (-2%)
Value$575.3K (-$3.1K)
Filed 2026-10-19
Paradigm Asset Management Co LLC
DECREASED
Shares3,500 from 3,900
Change-400 (-10%)
Value$574.5K (-$56.9K)
Filed 2026-11-05
Root Financial Partners, LLC
INCREASED
Shares3,459 from 2,229
Change+1,230 (+55%)
Value$567.8K (+$206.9K)
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,440 from 3,490
Change-50 (-1%)
Value$564.8K (-$377)
Filed 2026-10-09
Verus Capital Partners, LLC
DECREASED
Shares3,438 from 3,804
Change-366 (-10%)
Value$564.3K (-$51.6K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,433 from 3,402
Change+31 (+1%)
Value$563.5K (+$12.6K)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares3,413 from 3,818
Change-405 (-11%)
Value$560 (-$617.4K)
Filed 2026-10-30
Howard Capital Management, LLC
DECREASED
Shares3,413 from 3,449
Change-36 (-1%)
Value$560.2K (+$1.8K)
Filed 2026-10-16
Adamsbrown Wealth Consultants LLC
DECREASED
Shares3,409 from 4,909
Change-1,500 (-31%)
Value$559.6K (-$235.2K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares3,405 from 3,203
Change+202 (+6%)
Value$558.9K (+$40.3K)
Filed 2026-10-28
Centurion Wealth Management LLC
INCREASED
Shares3,400 from 3,399
Change+1 (+0%)
Value$558.2K (+$7.9K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$558.1K (+$7.6K)
Filed 2026-10-27
Cullinan Associates Inc
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$558.1K (+$7.6K)
Filed 2026-11-03
Gradient Investments LLC
INCREASED
Shares3,398 from 3,351
Change+47 (+1%)
Value$557.8K (+$15.3K)
Filed 2026-10-08
Bell Investment Advisors, Inc
INCREASED
Shares3,392 from 3,377
Change+15 (+0%)
Value$556.8K (+$10.0K)
Filed 2026-10-29
Wedgewood Investors Inc
UNCHANGED
Shares3,386 from 3,386
Change0 (0%)
Value$555.9K (+$7.6K)
Filed 2026-10-28
Cairn Investment Group, Inc.
UNCHANGED
Shares3,370 from 3,370
Change0 (0%)
Value$553 (-$545.4K)
Filed 2026-11-04
Clark Asset Management, LLC
DECREASED
Shares3,367 from 3,393
Change-26 (-1%)
Value$552.7K (+$3.3K)
Filed 2026-10-19
IVC Wealth Advisors LLC
DECREASED
Shares3,356 from 4,343
Change-987 (-23%)
Value$550.8K (-$152.3K)
Filed 2026-10-23
Chilton Capital Management LLC
DECREASED
Shares3,356 from 3,429
Change-73 (-2%)
Value$550.9K (-$4.3K)
Filed 2026-10-28
Jeppson Wealth Management, LLC
UNCHANGED
Shares3,344 from 3,344
Change0 (0%)
Value$548.9K (+$7.5K)
Filed 2026-10-20
Guardian Wealth Advisors, LLC
DECREASED
Shares3,343 from 5,009
Change-1,666 (-33%)
Value$573.5K (-$237.4K)
Filed 2026-10-30
Richard C. Young & Co., Ltd.
INCREASED
Shares3,329 from 3,319
Change+10 (+0%)
Value$546.5K (+$9.1K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
INCREASED
Shares3,322 from 2,592
Change+730 (+28%)
Value$531.4K (+$111.8K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares3,295
Change+3,295
Value$557
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares3,295
Change+3,295
Value$558.7K
Filed 2026-10-14
Columbia Bank
INCREASED
Shares3,291 from 3,250
Change+41 (+1%)
Value$540.2K (+$14.0K)
Filed 2026-10-29
Forbes J M & Co LLP
DECREASED
Shares3,285 from 3,293
Change-8 (0%)
Value$539.2K (+$6.1K)
Filed 2026-10-16
Exchange Bank
DECREASED
Shares3,282 from 3,368
Change-86 (-3%)
Value$538.7K (-$6.6K)
Filed 2026-10-07
Triad Wealth Partners, LLC
DECREASED
Shares3,273 from 3,586
Change-313 (-9%)
Value$537.2K (-$98.3K)
Filed 2026-10-26
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares3,263 from 3,345
Change-82 (-2%)
Value$535.6K (-$6.0K)
Filed 2026-11-02
Yoffe Investment Management, LLC
UNCHANGED
Shares3,252 from 3,252
Change0 (0%)
Value$533.8K (+$7.3K)
Filed 2026-11-02
Oak Harvest Investment Services
DECREASED
Shares3,229 from 3,572
Change-343 (-10%)
Value$530.0K (-$48.3K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares3,222 from 3,245
Change-23 (-1%)
Value$528.8K (+$3.5K)
Filed 2026-11-04
Focused Alpha, LLC
INCREASED
Shares3,218 from 3,187
Change+31 (+1%)
Value$528.3K (+$12.4K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares3,213 from 3,213
Change0 (0%)
Value$529.4K (+$9.1K)
Filed 2026-10-22
Providence First Trust Co
NEW
Shares3,210
Change+3,210
Value$526.9K
Filed 2026-11-02
Landmark Wealth Management, LLC
UNCHANGED
Shares3,204 from 3,204
Change0 (0%)
Value$525.9K (+$7.2K)
Filed 2026-11-03
Asset Advisors Investment Management, LLC
DECREASED
Shares3,200 from 3,400
Change-200 (-6%)
Value$525.3K (-$25.2K)
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares3,162 from 3,162
Change0 (0%)
Value$519.0K (+$7.1K)
Filed 2026-10-05
Heritage Wealth Management, Inc.
INCREASED
Shares3,152 from 3,151
Change+1 (+0%)
Value$517.4K (+$7.2K)
Filed 2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares3,150 from 3,175
Change-25 (-1%)
Value$539.8K (-$2.3K)
Filed 2026-10-21
Annex Advisory Services, LLC
INCREASED
Shares3,148 from 2,817
Change+331 (+12%)
Value$516.8K (+$60.7K)
Filed 2026-10-16
Snider Financial Group
INCREASED
Shares3,138 from 3,128
Change+10 (+0%)
Value$515.1K (+$8.6K)
Filed 2026-10-16
4Wealth Advisors, Inc.
DECREASED
Shares3,132 from 3,144
Change-12 (0%)
Value$527.9K (+$17.2K)
Filed 2026-10-13
Zullo Investment Group, Inc.
DECREASED
Shares3,103 from 3,113
Change-10 (0%)
Value$509.5K (+$5.3K)
Filed 2026-10-20
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares3,091 from 3,091
Change0 (0%)
Value$507.4K (+$6.9K)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares3,044 from 3,272
Change-228 (-7%)
Value$499.7K (-$30.2K)
Filed 2026-11-06
Bedel Financial Consulting, Inc.
DECREASED
Shares3,037 from 3,091
Change-54 (-2%)
Value$498.6K (-$1.8K)
Filed 2026-11-06
Pinkerton Wealth, LLC
DECREASED
Shares3,035 from 3,171
Change-136 (-4%)
Value$498.3K (+$37.7K)
Filed 2026-10-29
Eagle Global Advisors LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$495.7K (+$6.8K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares3,005 from 3,167
Change-162 (-5%)
Value$493.3K (-$19.4K)
Filed 2026-10-28
Union Savings Bank
INCREASED
Shares3,002 from 2,552
Change+450 (+18%)
Value$492.8K (+$79.6K)
Filed 2026-10-14
Oslo Pensjonsforsikring AS
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$490.6K (+$6.7K)
Filed 2026-10-15
MBA Advisors LLC
INCREASED
Shares2,977 from 2,839
Change+138 (+5%)
Value$488.6K (+$29.0K)
Filed 2026-10-29
71 West Capital Partners
INCREASED
Shares2,962 from 2,758
Change+204 (+7%)
Value$486.2K (+$39.7K)
Filed 2026-11-04
Clean Yield Group
DECREASED
Shares2,957 from 2,995
Change-38 (-1%)
Value$485.4K (+$472)
Filed 2026-10-28
Wespac Advisors, LLC
INCREASED
Shares2,955 from 2,535
Change+420 (+17%)
Value$485.1K (+$74.6K)
Filed 2026-10-26
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares2,949 from 2,433
Change+516 (+21%)
Value$484.0K (+$90.0K)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares2,949 from 2,948
Change+1 (+0%)
Value$484.0K (+$6.8K)
Filed 2026-11-03
Clarity Asset Management, Inc.
INCREASED
Shares2,946 from 2,945
Change+1 (+0%)
Value$483.5K (+$6.7K)
Filed 2026-10-14
Legacy Trust
DECREASED
Shares2,932 from 2,942
Change-10 (0%)
Value$511.2K (+$34.8K)
Filed 2026-11-06
Silverlake Wealth Management LLC
INCREASED
Shares2,930 from 2,837
Change+93 (+3%)
Value$481.0K (+$21.7K)
Filed 2026-10-21
Warwick Investment Management, Inc.
DECREASED
Shares2,926 from 3,072
Change-146 (-5%)
Value$480.3K (-$17.1K)
Filed 2026-10-19
Peoples Bank
UNCHANGED
Shares2,922 from 2,922
Change0 (0%)
Value$479.6K (+$6.5K)
Filed 2026-10-09
True Freedom Investing, LLC
DECREASED
Shares2,913 from 3,057
Change-144 (-5%)
Value$478.2K (+$34.2K)
Filed 2026-10-29
Adirondack Trust Co
DECREASED
Shares2,911 from 2,963
Change-52 (-2%)
Value$477.8K (-$1.9K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares2,905 from 2,931
Change-26 (-1%)
Value$476.8K (+$2.3K)
Filed 2026-10-13
Guardian Investment Management
INCREASED
Shares2,900 from 2,000
Change+900 (+45%)
Value$328.3K (+$4.5K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,885 from 2,922
Change-37 (-1%)
Value$474 (-$472.5K)
Filed 2026-11-05
Kelleher Financial Advisors
DECREASED
Shares2,883 from 3,158
Change-275 (-9%)
Value$473.2K (-$38.1K)
Filed 2026-10-30
Leo Wealth, LLC
NEW
Shares2,879
Change+2,879
Value$472.6K
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares2,877 from 3,003
Change-126 (-4%)
Value$472.3K (-$13.9K)
Filed 2026-11-02
Tarbox Family Office, Inc.
UNCHANGED
Shares2,861 from 2,861
Change0 (0%)
Value$469.6K (+$6.4K)
Filed 2026-10-23
180 Wealth Advisors, LLC
DECREASED
Shares2,849 from 2,964
Change-115 (-4%)
Value$467.7K (-$12.2K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares2,842 from 2,657
Change+185 (+7%)
Value$466.5K (+$36.3K)
Filed 2026-11-04
SYM Financial Corp
INCREASED
Shares2,834 from 2,321
Change+513 (+22%)
Value$465.2K (+$89.4K)
Filed 2026-10-26
Gibson Capital, LLC
DECREASED
Shares2,833 from 3,247
Change-414 (-13%)
Value$465.0K (-$60.7K)
Filed 2026-10-23
Bull Street Advisors, LLC
UNCHANGED
Shares2,833 from 2,833
Change0 (0%)
Value$465 (-$458.5K)
Filed 2026-10-20
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares2,833 from 2,833
Change0 (0%)
Value$465.0K (+$6.3K)
Filed 2026-10-07
Grant Private Wealth Management Inc
DECREASED
Shares2,826 from 4,700
Change-1,874 (-40%)
Value$464.0K (-$297.0K)
Filed 2026-10-19
Northside Capital Management, LLC
DECREASED
Shares2,826 from 2,829
Change-3 (0%)
Value$464.1K (+$5.8K)
Filed 2026-10-13
Pictet North America Advisors SA
NEW
Shares2,824
Change+2,824
Value$463.6K
Filed 2026-10-21
Alchemi Wealth, LLC
INCREASED
Shares2,810 from 2,808
Change+2 (+0%)
Value$461.4K (+$6.6K)
Filed 2026-11-04
New England Research & Management, Inc.
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$461.3K (+$6.3K)
Filed 2026-10-16
Navigate Wealth Management, LLC
DECREASED
Shares2,807 from 2,836
Change-29 (-1%)
Value$449.0K (-$4.3K)
Filed 2026-10-14
Plancorp, LLC
DECREASED
Shares2,791 from 2,828
Change-37 (-1%)
Value$486.5K (+$40.6K)
Filed 2026-11-03
Philip James Wealth Mangement, LLC
DECREASED
Shares2,780 from 3,683
Change-903 (-25%)
Value$456.3K (-$140.0K)
Filed 2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares2,768 from 2,746
Change+22 (+1%)
Value$454.4K (+$9.8K)
Filed 2026-10-08
Smith Shellnut Wilson LLC
DECREASED
Shares2,765 from 2,791
Change-26 (-1%)
Value$453.9K (+$2.0K)
Filed 2026-10-21
Abacus Planning Group, Inc.
INCREASED
Shares2,759 from 2,597
Change+162 (+6%)
Value$452.9K (+$32.4K)
Filed 2026-11-02
Towne Trust Company, N.a
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$452.7K (+$6.2K)
Filed 2026-10-28
Integris Wealth Management, LLC
UNCHANGED
Shares2,746 from 2,746
Change0 (0%)
Value$450.8K (+$6.2K)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,730 from 3,025
Change-295 (-10%)
Value$448.1K (-$41.8K)
Filed 2026-10-28
Summit Asset Management, LLC
INCREASED
Shares2,730 from 2,724
Change+6 (+0%)
Value$448.1K (+$7.1K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$446.7K (+$6.1K)
Filed 2026-10-23
Douglas Lane & Associates, LLC
DECREASED
Shares2,706 from 2,806
Change-100 (-4%)
Value$444.2K (-$10.1K)
Filed 2026-10-09
Kure Advisory, LLC
DECREASED
Shares2,703 from 2,707
Change-4 (0%)
Value$443.8K (+$5.4K)
Filed 2026-10-08
Cox Capital Mgt LLC
UNCHANGED
Shares2,702 from 2,702
Change0 (0%)
Value$443.5K (+$6.1K)
Filed 2026-10-07
Viewpoint Investment Partners Corp
INCREASED
Shares2,700 from 2,500
Change+200 (+8%)
Value$443.2K (+$38.4K)
Filed 2026-10-26
Gibson Wealth Advisors LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$443.2K (+$6.0K)
Filed 2026-10-20
Poinciana Advisors Group, LLC
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$441.9K (+$6.0K)
Filed 2026-11-06
Norris Perne & French LLP
NEW
Shares2,690
Change+2,690
Value$441.6K
Filed 2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,687 from 2,680
Change+7 (+0%)
Value$441.0K (+$7.0K)
Filed 2026-11-02
Legacy Edge Advisors, LLC
DECREASED
Shares2,682 from 2,696
Change-14 (-1%)
Value$440.3K (+$3.7K)
Filed 2026-11-06
Baron Wealth Management LLC
DECREASED
Shares2,681 from 2,714
Change-33 (-1%)
Value$440.1K (+$639)
Filed 2026-10-27
Verum Partners LLC
INCREASED
Shares2,677 from 2,659
Change+18 (+1%)
Value$439.4K (+$8.9K)
Filed 2026-10-21
Enterprise Financial Services Corp
DECREASED
Shares2,674 from 2,679
Change-5 (0%)
Value$438.9K (+$5.2K)
Filed 2026-11-03
NTV Asset Management LLC
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$438.3K (+$6.0K)
Filed 2026-10-23
Cynosure Group, LLC
NEW
Shares2,664
Change+2,664
Value$437.3K
Filed 2026-11-03
Centerpoint Advisory Group
UNCHANGED
Shares2,660 from 2,660
Change0 (0%)
Value$436.6K (+$6.0K)
Filed 2026-10-23
Larry Mathis Financial Planning, LLC
DECREASED
Shares2,643 from 2,796
Change-153 (-5%)
Value$433.8K (-$18.9K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED
Shares2,643 from 2,643
Change0 (0%)
Value$433.9K (+$5.9K)
Filed 2026-11-06
Viewpoint Capital Management LLC
INCREASED
Shares2,641 from 1,630
Change+1,011 (+62%)
Value$433.5K (+$169.6K)
Filed 2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares2,641 from 2,641
Change0 (0%)
Value$433.5K (+$5.9K)
Filed 2026-10-28
Freedom Financial Partners LLC
INCREASED
Shares2,585 from 1,874
Change+711 (+38%)
Value$424.4K (+$121.0K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$423.7K (+$5.8K)
Filed 2026-10-26
Grandfield & Dodd, LLC
INCREASED
Shares2,577 from 2,477
Change+100 (+4%)
Value$423.1K (+$22.0K)
Filed 2026-10-29
Klingman & Associates, LLC
INCREASED
Shares2,576 from 2,112
Change+464 (+22%)
Value$422.9K (+$80.9K)
Filed 2026-10-20
Bangor Savings Bank
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$422.5K (+$5.8K)
Filed 2026-10-06
GW Henssler & Associates LTD
UNCHANGED
Shares2,563 from 2,563
Change0 (0%)
Value$420.7K (+$5.7K)
Filed 2026-10-26
Indivisible Partners
NEW
Shares2,557
Change+2,557
Value$419.7K
Filed 2026-10-26
BXM Wealth LLC
UNCHANGED
Shares2,544 from 2,544
Change0 (0%)
Value$417.6K (+$5.7K)
Filed 2026-11-03
Ariadne Wealth Management, LP
INCREASED
Shares2,536 from 2,330
Change+206 (+9%)
Value$416.3K (+$39.0K)
Filed 2026-11-06
Candriam S.C.A.
UNCHANGED
Shares2,531 from 2,531
Change0 (0%)
Value$417.0K (+$7.6K)
Filed 2026-11-03
Davidson Trust Co
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$414.0K (+$5.7K)
Filed 2026-10-09
Boyum Wealth Architects LLC
UNCHANGED
Shares2,521 from 2,521
Change0 (0%)
Value$408.1K (+$10.6K)
Filed 2026-10-06
Dupree Financial Group, LLC
INCREASED
Shares2,514 from 2,484
Change+30 (+1%)
Value$412.8K (+$10.5K)
Filed 2026-10-09
Community Bank, N.A.
INCREASED
Shares2,510 from 1,000
Change+1,510 (+151%)
Value$412.0K (+$250.1K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares2,510 from 2,576
Change-66 (-3%)
Value$412.0K (-$5.1K)
Filed 2026-10-30
Catalyst Financial Partners LLC
INCREASED
Shares2,504 from 2,430
Change+74 (+3%)
Value$411.0K (+$17.6K)
Filed 2026-11-06
Aull & Monroe Investment Management Corp
DECREASED
Shares2,501 from 2,551
Change-50 (-2%)
Value$410.5K (-$2.5K)
Filed 2026-10-16
BKM Wealth Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$410.4K (+$5.6K)
Filed 2026-10-22
International Private Wealth Advisors LLC
NEW
Shares2,498
Change+2,498
Value$410.0K
Filed 2026-11-05
Revisor Wealth Management LLC
INCREASED
Shares2,492 from 2,425
Change+67 (+3%)
Value$410.6K (+$18.0K)
Filed 2026-10-20
JGP Wealth Management, LLC
INCREASED
Shares2,490 from 2,489
Change+1 (+0%)
Value$408.7K (+$5.7K)
Filed 2026-10-13
James Reed Financial Services, Inc.
UNCHANGED
Shares2,474 from 2,474
Change0 (0%)
Value$406.1K (+$5.5K)
Filed 2026-10-26
TritonPoint Partners, LLC
DECREASED
Shares2,470 from 6,559
Change-4,089 (-62%)
Value$405.5K (-$656.5K)
Filed 2026-11-05
Probity Advisors, Inc.
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$405.1K (+$5.5K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares2,464 from 2,408
Change+56 (+2%)
Value$404.5K (+$14.7K)
Filed 2026-10-21
Weatherly Asset Management L. P.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$402.1K (+$5.5K)
Filed 2026-10-20
Kavar Capital Partners Group, LLC
INCREASED
Shares2,449 from 2,427
Change+22 (+1%)
Value$402.0K (+$9.0K)
Filed 2026-11-06
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,445 from 2,445
Change0 (0%)
Value$401.3K (+$5.5K)
Filed 2026-10-21
Mcdaniel Terry & Co
UNCHANGED
Shares2,445 from 2,445
Change0 (0%)
Value$401.3K (+$5.5K)
Filed 2026-11-05
Finivi Inc.
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$400.5K (+$5.5K)
Filed 2026-10-13
Granite Investment Partners, LLC
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$400.4K (+$5.5K)
Filed 2026-11-04
Welch Group, LLC
INCREASED
Shares2,437 from 2,436
Change+1 (+0%)
Value$400.1K (+$5.6K)
Filed 2026-10-29
Lpwm LLC
DECREASED
Shares2,428 from 2,689
Change-261 (-10%)
Value$398.6K (-$36.7K)
Filed 2026-10-20
Money Concepts Capital Corp
DECREASED
Shares2,427 from 2,444
Change-17 (-1%)
Value$398.4K (+$2.7K)
Filed 2026-11-06
Conning Inc.
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$397.2K (+$5.4K)
Filed 2026-10-27
Inscription Capital, LLC
DECREASED
Shares2,415 from 2,685
Change-270 (-10%)
Value$396.4K (-$38.4K)
Filed 2026-11-02
Lantz Financial LLC
INCREASED
Shares2,415 from 2,404
Change+11 (+0%)
Value$396.4K (+$7.2K)
Filed 2026-10-15
Old Peak Finance LLC
INCREASED
Shares2,415 from 2,405
Change+10 (+0%)
Value$396.4K (+$7.0K)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares2,407 from 1,833
Change+574 (+31%)
Value$395.1K (+$98.3K)
Filed 2026-11-04
Intrua Financial, LLC
DECREASED
Shares2,403 from 2,412
Change-9 (0%)
Value$394.4K (+$3.9K)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares2,390 from 2,170
Change+220 (+10%)
Value$392.4K (+$41.1K)
Filed 2026-10-13
Bigelow Investment Advisors, LLC
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$392.3K (+$5.4K)
Filed 2026-10-13
Winch Advisory Services, LLC
DECREASED
Shares2,381 from 2,708
Change-327 (-12%)
Value$390.9K (-$47.6K)
Filed 2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,371 from 2,371
Change0 (0%)
Value$383.9K ($0)
Filed 2026-11-03
RKL Wealth Management LLC
INCREASED
Shares2,351 from 2,350
Change+1 (+0%)
Value$385.9K (+$5.3K)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$385.9K (+$5.3K)
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
DECREASED
Shares2,350 from 2,650
Change-300 (-11%)
Value$385.8K (-$43.3K)
Filed 2026-10-30
Plimoth Trust Co LLC
DECREASED
Shares2,347 from 2,380
Change-33 (-1%)
Value$385.3K (-$86)
Filed 2026-10-26
Financial Management Professionals, Inc.
DECREASED
Shares2,338 from 2,350
Change-12 (-1%)
Value$383.8K (+$3.3K)
Filed 2026-10-23
Procyon Advisors, LLC
DECREASED
Shares2,335 from 2,458
Change-123 (-5%)
Value$383.2K (-$14.7K)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares2,333 from 2,455
Change-122 (-5%)
Value$383.0K (-$14.5K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares2,328 from 2,324
Change+4 (+0%)
Value$382.1K (+$5.9K)
Filed 2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$380.5K (+$5.2K)
Filed 2026-10-30
Boltwood Capital Management
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$376.2K (+$5.1K)
Filed 2026-10-02
Montz Harcus Wealth Management LLC
INCREASED
Shares2,260 from 2,243
Change+17 (+1%)
Value$371.0K (+$7.8K)
Filed 2026-10-09
Rede Wealth, LLC
INCREASED
Shares2,259 from 2,258
Change+1 (+0%)
Value$370.7K (+$5.1K)
Filed 2026-10-22
Register Financial Advisors LLC
DECREASED
Shares2,247 from 2,441
Change-194 (-8%)
Value$368.9K (-$26.3K)
Filed 2026-10-23
D'Orazio & Associates, Inc.
INCREASED
Shares2,243 from 2,215
Change+28 (+1%)
Value$368.2K (+$9.6K)
Filed 2026-11-04
MV Capital Management, Inc.
UNCHANGED
Shares2,223 from 2,223
Change0 (0%)
Value$364.9K (+$5.0K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares2,218 from 2,188
Change+30 (+1%)
Value$364.1K (+$9.8K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares2,215 from 2,191
Change+24 (+1%)
Value$363.6K (+$8.8K)
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares2,205 from 1,663
Change+542 (+33%)
Value$361.9K (+$95.0K)
Filed 2026-11-02
Successful Portfolios LLC
DECREASED
Shares2,202 from 2,203
Change-1 (0%)
Value$359.0K (+$15.2K)
Filed 2026-10-09
Nvwm, LLC
INCREASED
Shares2,185 from 298
Change+1,887 (+633%)
Value$358.7K (+$310.4K)
Filed 2026-10-14
Clearwave Capital, LLC
INCREASED
Shares2,185 from 2,177
Change+8 (+0%)
Value$358.7K (+$6.2K)
Filed 2026-10-27
Peoples Financial Services Corp.
DECREASED
Shares2,153 from 2,217
Change-64 (-3%)
Value$353.4K (-$5.5K)
Filed 2026-10-20
Sagace Wealth Management LLC
INCREASED
Shares2,152 from 1,430
Change+722 (+50%)
Value$353.3K (+$121.7K)
Filed 2026-10-28
Cornerstone Advisory, LLC
INCREASED
Shares2,150 from 2,007
Change+143 (+7%)
Value$352.8K (+$28.0K)
Filed 2026-11-06
Alhambra Investment Management LLC
UNCHANGED
Shares2,138 from 2,138
Change0 (0%)
Value$351.0K (+$4.8K)
Filed 2026-10-15
Paulson Wealth Management Inc.
INCREASED
Shares2,135 from 2,035
Change+100 (+5%)
Value$350.4K (+$21.0K)
Filed 2026-11-02
Optas, LLC
INCREASED
Shares2,130 from 2,044
Change+86 (+4%)
Value$349.6K (+$18.7K)
Filed 2026-11-09
Cpwa, LLC
INCREASED
Shares2,121 from 1,993
Change+128 (+6%)
Value$341.2K (+$18.5K)
Filed 2026-11-04
VAN Strum & Towne Inc.
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$348.0K (+$4.7K)
Filed 2026-11-06
AMG National Trust Bank
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$346.2K (+$4.7K)
Filed 2026-11-05
SkyOak Wealth, LLC
INCREASED
Shares2,108 from 2,104
Change+4 (+0%)
Value$346.0K (+$5.3K)
Filed 2026-10-28
Woodward Diversified Capital, LLC
UNCHANGED
Shares2,107 from 2,107
Change0 (0%)
Value$345.8K (+$4.7K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares2,104 from 1,878
Change+226 (+12%)
Value$345.3K (+$41.3K)
Filed 2026-11-06
Studio Investment Management LLC
DECREASED
Shares2,101 from 2,187
Change-86 (-4%)
Value$344.9K (-$9.2K)
Filed 2026-10-22
1900 Wealth Management LLC
INCREASED
Shares2,100 from 1,470
Change+630 (+43%)
Value$344.7K (+$106.7K)
Filed 2026-10-13
KTF Investments, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$344.7K (+$4.7K)
Filed 2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$344.1K (+$4.7K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,093 from 1,775
Change+318 (+18%)
Value$343.6K (+$56.2K)
Filed 2026-10-29
Searle & Co.
DECREASED
Shares2,087 from 3,087
Change-1,000 (-32%)
Value$342.6K (-$157.2K)
Filed 2026-11-04
Tillman Hartley LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$341.4K (+$4.7K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
DECREASED
Shares2,070 from 2,194
Change-124 (-6%)
Value$339.8K (-$15.5K)
Filed 2026-10-26
Teza Capital Management LLC
DECREASED
Shares2,067 from 3,152
Change-1,085 (-34%)
Value$339.3K (-$171.0K)
Filed 2026-10-23
Formidable Asset Management, LLC
INCREASED
Shares2,066 from 2,065
Change+1 (+0%)
Value$334.5K (+$34.5K)
Filed 2026-11-03
Sunbeam Capital Management, LLC
DECREASED
Shares2,060 from 2,107
Change-47 (-2%)
Value$338.2K (-$2.9K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
NEW
Shares2,054
Change+2,054
Value$337.1K
Filed 2026-10-30
Sweeney & Michel, LLC
DECREASED
Shares2,053 from 2,099
Change-46 (-2%)
Value$337.0K (-$46.8K)
Filed 2026-10-16
NWF Advisory Services Inc.
UNCHANGED
Shares2,051 from 2,051
Change0 (0%)
Value$336.7K (+$4.6K)
Filed 2026-10-19
Guardian Partners Inc.
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$336.5K (+$4.6K)
Filed 2026-10-21
Canton Hathaway, LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$336.5K (+$4.6K)
Filed 2026-10-23
Nemes Rush Group LLC
DECREASED
Shares2,047 from 2,128
Change-81 (-4%)
Value$336.0K (-$8.6K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares2,038 from 1,480
Change+558 (+38%)
Value$334.5K (+$94.9K)
Filed 2026-11-02
Trust Co of the South
INCREASED
Shares2,036 from 1,836
Change+200 (+11%)
Value$334.2K (+$36.9K)
Filed 2026-10-21
KPP Advisory Services LLC
DECREASED
Shares2,035 from 2,205
Change-170 (-8%)
Value$334.1K (-$23.0K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares2,023 from 2,079
Change-56 (-3%)
Value$332.1K (-$4.6K)
Filed 2026-10-13
Synergy Asset Management, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$331.6K (+$4.5K)
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$331.6K (+$4.5K)
Filed 2026-10-20
Fairscale Capital, LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$350.9K (+$25.0K)
Filed 2026-11-04
Prairiewood Capital, LLC
INCREASED
Shares2,012 from 2,000
Change+12 (+1%)
Value$330.3K (+$6.5K)
Filed 2026-10-16
TSA Wealth Managment LLC
UNCHANGED
Shares2,006 from 2,006
Change0 (0%)
Value$329.3K (+$4.5K)
Filed 2026-10-22
Hanson & Doremus Investment Management
DECREASED
Shares2,003 from 2,026
Change-23 (-1%)
Value$329 (-$327.7K)
Filed 2026-10-16
Torray Investment Partners LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$328.3K (+$4.5K)
Filed 2026-10-30
Sculati Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$321.8K (+$2.1K)
Filed 2026-10-19
Winebrenner Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$328.3K (+$4.5K)
Filed 2026-10-07
Partnership Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$328.3K (+$4.5K)
Filed 2026-10-05
Gryphon Financial Partners LLC
DECREASED
Shares1,999 from 2,031
Change-32 (-2%)
Value$328.1K (-$730)
Filed 2026-11-04
Two West Capital Advisors LLC
INCREASED
Shares1,996 from 1,933
Change+63 (+3%)
Value$336.4K (+$28.9K)
Filed 2026-10-15
First Nebraska Trust Co
UNCHANGED
Shares1,996 from 1,996
Change0 (0%)
Value$327.6K (+$4.5K)
Filed 2026-10-30
Eagle Bay Advisors LLC
INCREASED
Shares1,995 from 1,975
Change+20 (+1%)
Value$327.5K (+$7.7K)
Filed 2026-10-16
WBH Advisory Inc
UNCHANGED
Shares1,989 from 1,989
Change0 (0%)
Value$326.6K (+$4.6K)
Filed 2026-11-05
Lmcg Investments, LLC
DECREASED
Shares1,987 from 2,286
Change-299 (-13%)
Value$326.2K (-$44.0K)
Filed 2026-10-21
First Bancorp, Inc
UNCHANGED
Shares1,986 from 1,986
Change0 (0%)
Value$326.0K (+$4.4K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,982 from 1,982
Change0 (0%)
Value$325.3K (+$4.4K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,975 from 1,985
Change-10 (0%)
Value$324.2K (+$2.8K)
Filed 2026-10-07
Burns J W & Co Inc
INCREASED
Shares1,974 from 1,939
Change+35 (+2%)
Value$324.0K (+$10.1K)
Filed 2026-10-20
Weaver Consulting Group
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$323.8K (+$4.4K)
Filed 2026-10-07
Marino, Stram & Associates LLC
DECREASED
Shares1,972 from 2,007
Change-35 (-2%)
Value$323.8K (-$1.1K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,945 from 1,922
Change+23 (+1%)
Value$319.3K (+$8.1K)
Filed 2026-10-13
M. Kraus & Co
DECREASED
Shares1,940 from 1,955
Change-15 (-1%)
Value$318.5K (+$1.9K)
Filed 2026-10-20
Auxano Advisors, LLC
INCREASED
Shares1,934 from 1,639
Change+295 (+18%)
Value$317.5K (+$52.1K)
Filed 2026-11-06
Liberty Capital Management, Inc.
DECREASED
Shares1,931 from 1,986
Change-55 (-3%)
Value$317.0K (-$4.6K)
Filed 2026-11-02
Bank & Trust Co
UNCHANGED
Shares1,929 from 1,929
Change0 (0%)
Value$316.6K (+$4.3K)
Filed 2026-10-07
Beaumont Financial Advisors, LLC
DECREASED
Shares1,926 from 1,927
Change-1 (0%)
Value$316.2K (+$4.2K)
Filed 2026-10-22
Private Wealth Group, LLC
DECREASED
Shares1,915 from 5,219
Change-3,304 (-63%)
Value$314.3K (-$530.7K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares1,912 from 2,017
Change-105 (-5%)
Value$313.8K (-$12.7K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares1,912 from 1,809
Change+103 (+6%)
Value$313.9K (+$21.0K)
Filed 2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED
Shares1,911 from 1,936
Change-25 (-1%)
Value$313.7K (+$233)
Filed 2026-10-09
Investment House LLC
DECREASED
Shares1,902 from 5,992
Change-4,090 (-68%)
Value$312.2K (-$658.0K)
Filed 2026-10-21
Hixon Zuercher, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$311.9K (+$4.3K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
INCREASED
Shares1,883 from 1,782
Change+101 (+6%)
Value$309.1K (+$20.6K)
Filed 2026-10-01
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$307.8K (+$4.2K)
Filed 2026-11-02
True North Advisors, LLC
INCREASED
Shares1,872 from 1,625
Change+247 (+15%)
Value$307.3K (+$44.2K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
DECREASED
Shares1,867 from 1,962
Change-95 (-5%)
Value$306.5K (-$11.2K)
Filed 2026-10-20
Financial Planning Navigators Corp
INCREASED
Shares1,864 from 1,308
Change+556 (+43%)
Value$306.0K (+$94.2K)
Filed 2026-10-14
Curated Wealth Partners LLC
NEW
Shares1,862
Change+1,862
Value$305.6K
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$302.9K (+$4.1K)
Filed 2026-10-28
Decker Wealth Management LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$302.9K (+$4.1K)
Filed 2026-10-09
Providence Financial Advisors, LLC
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$302.4K (+$4.1K)
Filed 2026-11-06
Hudock, Inc.
DECREASED
Shares1,839 from 1,877
Change-38 (-2%)
Value$302.0K (-$2.0K)
Filed 2026-10-14
New Covenant Trust Company, N.A.
INCREASED
Shares1,837 from 1,658
Change+179 (+11%)
Value$301.5K (+$33.1K)
Filed 2026-10-08
Montis Financial, LLC
INCREASED
Shares1,835 from 1,745
Change+90 (+5%)
Value$301.2K (+$18.7K)
Filed 2026-11-04
James T. Borello RIA
INCREASED
Shares1,831 from 1,808
Change+23 (+1%)
Value$300.6K (+$7.8K)
Filed 2026-10-16
Kaizen Financial Strategies
UNCHANGED
Shares1,828 from 1,828
Change0 (0%)
Value$300.1K (+$7.7K)
Filed 2026-10-09
Affinity Capital Advisors, LLC
DECREASED
Shares1,822 from 2,019
Change-197 (-10%)
Value$291.5K (-$29.8K)
Filed 2026-10-13
Impact Capital Partners LLC
DECREASED
Shares1,822 from 1,824
Change-2 (0%)
Value$299.0K (+$3.7K)
Filed 2026-10-22
Firestone Capital Management
DECREASED
Shares1,810 from 1,825
Change-15 (-1%)
Value$297.1K (+$1.6K)
Filed 2026-11-03
Barr E S & Co
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$296.3K (+$4.0K)
Filed 2026-11-06
Shum Financial Group, Inc.
DECREASED
Shares1,801 from 1,836
Change-35 (-2%)
Value$295.6K (-$1.8K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,801 from 1,800
Change+1 (+0%)
Value$295.6K (+$4.2K)
Filed 2026-10-16
Midland Wealth Advisors, LLC
DECREASED
Shares1,795 from 2,195
Change-400 (-18%)
Value$294.6K (-$60.7K)
Filed 2026-10-26
Cromwell Holdings LLC
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$294.5K (+$4.0K)
Filed 2026-10-28
CWS Financial Advisors, LLC
DECREASED
Shares1,786 from 1,792
Change-6 (0%)
Value$293.1K (+$2.9K)
Filed 2026-10-16
Telos Capital Management, Inc.
INCREASED
Shares1,778 from 1,738
Change+40 (+2%)
Value$291.8K (+$10.5K)
Filed 2026-11-02
S.A. Mason LLC
INCREASED
Shares1,767 from 1,765
Change+2 (+0%)
Value$290.1K (+$4.3K)
Filed 2026-10-13
ROI Financial Advisors, LLC
NEW
Shares1,763
Change+1,763
Value$289.4K
Filed 2026-10-19
Alpha Zero LLC
NEW
Shares1,763
Change+1,763
Value$289.5K
Filed 2026-11-06
Grove Bank & Trust
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$288.7K (+$3.9K)
Filed 2026-10-08
Childress Capital Advisors, LLC
NEW
Shares1,751
Change+1,751
Value$287.4K
Filed 2026-10-28
Uptick Partners, LLC
INCREASED
Shares1,749 from 1,668
Change+81 (+5%)
Value$287.1K (+$17.1K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,748 from 1,788
Change-40 (-2%)
Value$287.0K (-$2.5K)
Filed 2026-11-04
Sterling Wealth Management, Inc.
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$286.9K (+$3.9K)
Filed 2026-10-23
Perpetual Ltd
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$286.1K (+$3.9K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares1,742 from 1,768
Change-26 (-1%)
Value$286.0K (-$228)
Filed 2026-10-28
Grove Street Fiduciary, LLC
DECREASED
Shares1,738 from 2,070
Change-332 (-16%)
Value$285.3K (-$49.9K)
Filed 2026-10-13
Eukles Asset Management
INCREASED
Shares1,737 from 1,722
Change+15 (+1%)
Value$285.1K (+$6.3K)
Filed 2026-11-04
HF Advisory Group, LLC
DECREASED
Shares1,736 from 1,846
Change-110 (-6%)
Value$285.0K (-$13.8K)
Filed 2026-10-09
Resonant Capital Advisors, LLC
INCREASED
Shares1,732 from 1,608
Change+124 (+8%)
Value$284.3K (+$24.0K)
Filed 2026-10-15
Gold Investment Management Ltd.
INCREASED
Shares1,730 from 1,729
Change+1 (+0%)
Value$284.0K (+$4.0K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
INCREASED
Shares1,720 from 1,710
Change+10 (+1%)
Value$282.3K (+$5.5K)
Filed 2026-10-22
Central Bank & Trust Co
INCREASED
Shares1,718 from 1,608
Change+110 (+7%)
Value$282.0K (+$21.7K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares1,717 from 1,620
Change+97 (+6%)
Value$281.8K (+$19.6K)
Filed 2026-10-19
Hardin Capital Partners, LLC
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$281.8K (+$5.0K)
Filed 2026-10-09
Certuity, LLC
INCREASED
Shares1,716 from 1,468
Change+248 (+17%)
Value$281.7K (+$44.0K)
Filed 2026-11-02
Net Worth Advisory Group
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$279.5K (+$1.9K)
Filed 2026-10-20
Bernicke Wealth Management, Ltd.
DECREASED
Shares1,708 from 1,764
Change-56 (-3%)
Value$280.4K (-$5.2K)
Filed 2026-11-06
MW Advisory, LLC
INCREASED
Shares1,704 from 1,452
Change+252 (+17%)
Value$279.8K (+$44.7K)
Filed 2026-10-19
Univest Financial Corp
INCREASED
Shares1,702 from 1,559
Change+143 (+9%)
Value$279.4K (+$27.0K)
Filed 2026-11-05
Southland Equity Partners LLC
UNCHANGED
Shares1,701 from 1,701
Change0 (0%)
Value$279.3K (+$3.8K)
Filed 2026-10-14
Echo Wealth Management, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$279.1K (+$3.8K)
Filed 2026-10-15
Schwartz Investment Counsel Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$279.1K (+$3.8K)
Filed 2026-10-26
Global Wealth Strategies & Associates
INCREASED
Shares1,699 from 1,255
Change+444 (+35%)
Value$278.9K (+$75.7K)
Filed 2026-10-02
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$278 (-$273.7K)
Filed 2026-11-04
MBM Wealth Consultants, LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$275.8K (+$3.8K)
Filed 2026-10-20
Meridian Investment Counsel Inc.
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$275.8K (+$3.8K)
Filed 2026-10-14
National Wealth Management Group, LLC
INCREASED
Shares1,679 from 1,673
Change+6 (+0%)
Value$275.6K (+$4.7K)
Filed 2026-10-26
Barrett & Company, Inc.
DECREASED
Shares1,678 from 1,708
Change-30 (-2%)
Value$275.5K (-$1.0K)
Filed 2026-10-22
Heritage Investment Group, Inc.
DECREASED
Shares1,675 from 1,676
Change-1 (0%)
Value$275.0K (+$3.6K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$275.0K (+$3.8K)
Filed 2026-10-14
Cooper Financial Group
INCREASED
Shares1,674 from 1,351
Change+323 (+24%)
Value$274.9K (+$56.2K)
Filed 2026-10-07
First Affirmative Financial Network
NEW
Shares1,653
Change+1,653
Value$271.4K
Filed 2026-10-21
Werba Rubin Papier Wealth Management
INCREASED
Shares1,646 from 1,629
Change+17 (+1%)
Value$270.2K (+$6.4K)
Filed 2026-11-06
Quantum Financial Advisors, LLC
INCREASED
Shares1,639 from 1,501
Change+138 (+9%)
Value$269.1K (+$26.0K)
Filed 2026-11-03
Seizert Capital Partners, LLC
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$269.0K (+$3.7K)
Filed 2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares1,631 from 1,681
Change-50 (-3%)
Value$267.8K (-$4.4K)
Filed 2026-10-16
Keating Investment Counselors Inc
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$266.7K (+$3.6K)
Filed 2026-10-14
Fourpath Capital Management, LLC
UNCHANGED
Shares1,622 from 1,622
Change0 (0%)
Value$266.2K (+$3.6K)
Filed 2026-10-19
Hengehold Capital Management LLC
INCREASED
Shares1,621 from 1,617
Change+4 (+0%)
Value$266.1K (+$4.3K)
Filed 2026-10-16
Archford Capital Strategies, LLC
NEW
Shares1,618
Change+1,618
Value$265.6K
Filed 2026-10-19
Richard P Slaughter Associates Inc
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$265.3K (+$3.6K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$265.1K (+$3.6K)
Filed 2026-10-09
Bedminster, LLC
UNCHANGED
Shares1,613 from 1,613
Change0 (0%)
Value$264.8K (+$3.6K)
Filed 2026-11-04
Navigation Group, LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$264.7K (+$3.6K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
INCREASED
Shares1,606 from 1,569
Change+37 (+2%)
Value$263.6K (+$9.6K)
Filed 2026-10-20
Means Investment Co., Inc.
DECREASED
Shares1,605 from 1,785
Change-180 (-10%)
Value$263.5K (-$25.4K)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares1,604
Change+1,604
Value$263.3K
Filed 2026-10-19
Trueblood Wealth Management, LLC
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$263.1K (+$3.6K)
Filed 2026-10-23
Triumph Capital Management
DECREASED
Shares1,600 from 1,889
Change-289 (-15%)
Value$262.6K (-$43.2K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares1,600 from 1,386
Change+214 (+15%)
Value$262.7K (+$38.3K)
Filed 2026-11-02
Income Insurance Ltd
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$261.8K (+$3.6K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares1,586 from 1,830
Change-244 (-13%)
Value$260.3K (-$35.9K)
Filed 2026-10-15
AA Financial Advisors, LLC
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$260.0K (+$3.5K)
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
INCREASED
Shares1,583 from 1,582
Change+1 (+0%)
Value$259.9K (+$3.8K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares1,580 from 1,687
Change-107 (-6%)
Value$259.4K (-$13.8K)
Filed 2026-11-04
Alpha Family Trust
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$255.8K ($0)
Filed 2026-11-04
Enzi Wealth
INCREASED
Shares1,578 from 1,575
Change+3 (+0%)
Value$256.9K (+$10.2K)
Filed 2026-10-14
Old Port Advisors
INCREASED
Shares1,575 from 1,543
Change+32 (+2%)
Value$258.5K (+$8.7K)
Filed 2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,574 from 1,635
Change-61 (-4%)
Value$258.4K (-$6.4K)
Filed 2026-11-02
Northcape Wealth Management, LLC
DECREASED
Shares1,570 from 1,572
Change-2 (0%)
Value$257.8K (+$3.2K)
Filed 2026-11-04
Monument Capital Management
INCREASED
Shares1,567 from 1,538
Change+29 (+2%)
Value$257.2K (+$8.2K)
Filed 2026-10-09
Trinity Financial Advisors LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$257.2K (+$3.5K)
Filed 2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED
Shares1,555 from 1,300
Change+255 (+20%)
Value$255.3K (+$44.8K)
Filed 2026-10-20
Cambridge Advisors Inc.
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$255.3K (+$3.5K)
Filed 2026-10-19
Holland Advisory Services, Inc.
DECREASED
Shares1,551 from 1,586
Change-35 (-2%)
Value$254.6K (-$2.2K)
Filed 2026-10-26
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$254.3K (+$3.5K)
Filed 2026-10-13
Tucker Asset Management LLC
NEW
Shares1,547
Change+1,547
Value$253.9K
Filed 2026-10-29
LCM Capital Management Inc
DECREASED
Shares1,547 from 1,568
Change-21 (-1%)
Value$253.9K (+$82)
Filed 2026-10-20
OceanIQ Capital, LLC
INCREASED
Shares1,547 from 1,529
Change+18 (+1%)
Value$251.8K (-$28.2K)
Filed 2026-10-19
Willow Creek Capital Management, Inc.
NEW
Shares1,530
Change+1,530
Value$247.7K
Filed 2026-10-16
High Note Wealth, LLC
INCREASED
Shares1,527 from 1,494
Change+33 (+2%)
Value$250.7K (+$8.8K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
DECREASED
Shares1,518 from 1,702
Change-184 (-11%)
Value$249.2K (-$26.4K)
Filed 2026-11-02
Regatta Capital Group, LLC
NEW
Shares1,517
Change+1,517
Value$249.0K
Filed 2026-10-23
Sicart Associates LLC
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$249.3K (+$4.3K)
Filed 2026-10-29
Towercrest Capital Management
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$248.4K (+$3.4K)
Filed 2026-10-23
Drive Wealth Management, LLC
NEW
Shares1,512
Change+1,512
Value$248.2K
Filed 2026-11-09
Summit Financial Strategies, Inc.
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$247.5K (+$3.4K)
Filed 2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$246.4K (+$3.4K)
Filed 2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$246.4K (+$3.4K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$246.2K (+$3.4K)
Filed 2026-10-19
AF Advisors, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$246.2K (+$3.4K)
Filed 2026-11-06
Blue Jean Financial LLC
INCREASED
Shares1,496 from 1,432
Change+64 (+4%)
Value$245.6K (+$13.7K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED
Shares1,492 from 1,486
Change+6 (+0%)
Value$244.8K (+$4.2K)
Filed 2026-10-14
TigerOak Management, L.L.C.
INCREASED
Shares1,490 from 1,430
Change+60 (+4%)
Value$244.6K (+$13.1K)
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares1,488 from 1,382
Change+106 (+8%)
Value$244.3K (+$20.5K)
Filed 2026-10-28
Squire Investment Management Company, LLC
INCREASED
Shares1,486 from 1,472
Change+14 (+1%)
Value$243.9K (+$5.7K)
Filed 2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,485 from 2,385
Change-900 (-38%)
Value$243.8K (-$142.4K)
Filed 2026-10-21
Rayburn West Financial Services LLC
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$243.8K (+$3.3K)
Filed 2026-11-03
Howard Financial Services, Ltd.
INCREASED
Shares1,483 from 1,361
Change+122 (+9%)
Value$243.5K (+$23.1K)
Filed 2026-10-15
Linscomb Wealth, Inc.
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$243.4K (+$3.3K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares1,481 from 1,298
Change+183 (+14%)
Value$243.1K (+$32.9K)
Filed 2026-10-02
Connecticut Wealth Management, LLC
DECREASED
Shares1,479 from 1,646
Change-167 (-10%)
Value$242.8K (-$23.7K)
Filed 2026-10-13
Wakefield Asset Management Lllp
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$242.1K (+$3.3K)
Filed 2026-11-05
PFG Advisors
NEW
Shares1,472
Change+1,472
Value$241.6K
Filed 2026-10-16
Floyd Financial Group LLC
DECREASED
Shares1,470 from 1,480
Change-10 (-1%)
Value$239.3K (+$7.5K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares1,469 from 1,560
Change-91 (-6%)
Value$241.2K (-$11.4K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares1,467 from 1,456
Change+11 (+1%)
Value$240.9K (+$5.1K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares1,458 from 1,462
Change-4 (0%)
Value$239.3K (+$2.5K)
Filed 2026-10-29
Novem Group
DECREASED
Shares1,457 from 1,518
Change-61 (-4%)
Value$239.2K (-$6.6K)
Filed 2026-10-19
Penobscot Wealth Management
DECREASED
Shares1,456 from 1,462
Change-6 (0%)
Value$238.9K (+$2.2K)
Filed 2026-10-21
Hilltop National Bank
INCREASED
Shares1,454 from 1,329
Change+125 (+9%)
Value$238.7K (+$23.5K)
Filed 2026-10-14
Traynor Capital Management, Inc.
NEW
Shares1,451
Change+1,451
Value$238.1K
Filed 2026-10-29
Perennial Advisors, LLC
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$238.2K (+$3.3K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares1,449 from 1,474
Change-25 (-2%)
Value$237.9K (-$906)
Filed 2026-10-26
Baldwin Wealth Partners LLC
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$237.7K (+$3.2K)
Filed 2026-10-13
Alliance Wealth Management Group
UNCHANGED
Shares1,439 from 1,439
Change0 (0%)
Value$236.2K (+$3.2K)
Filed 2026-10-29
QTR Family Wealth, LLC
INCREASED
Shares1,434 from 1,305
Change+129 (+10%)
Value$235.4K (+$24.1K)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
INCREASED
Shares1,433 from 1,429
Change+4 (+0%)
Value$235.2K (+$3.9K)
Filed 2026-10-26
Reynders McVeigh Capital Management, LLC
INCREASED
Shares1,422 from 1,420
Change+2 (+0%)
Value$233.5K (+$3.5K)
Filed 2026-10-30
Accel Wealth Management
INCREASED
Shares1,412 from 1,411
Change+1 (+0%)
Value$231.7K (+$3.3K)
Filed 2026-10-13
Carter Financial Group, Inc.
INCREASED
Shares1,410 from 1,384
Change+26 (+2%)
Value$231.4K (+$7.3K)
Filed 2026-10-21
Balboa Wealth Partners
INCREASED
Shares1,409 from 1,353
Change+56 (+4%)
Value$231.3K (+$12.2K)
Filed 2026-10-20
Stockman Wealth Management, Inc.
DECREASED
Shares1,407 from 1,413
Change-6 (0%)
Value$231.0K (+$2.2K)
Filed 2026-10-27
Marathon Capital Management
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$230.8K (+$3.2K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
DECREASED
Shares1,405 from 1,423
Change-18 (-1%)
Value$230.6K (+$233)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares1,402 from 1,402
Change0 (0%)
Value$230.1K (+$3.1K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares1,390 from 1,356
Change+34 (+3%)
Value$228.2K (+$8.6K)
Filed 2026-10-28
Fermata Advisors, LLC
INCREASED
Shares1,389 from 1,242
Change+147 (+12%)
Value$227.9K (+$26.8K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
INCREASED
Shares1,384 from 1,383
Change+1 (+0%)
Value$227.2K (+$3.3K)
Filed 2026-10-22
Windsor Capital Management, LLC
DECREASED
Shares1,379 from 1,933
Change-554 (-29%)
Value$226.4K (-$86.8K)
Filed 2026-10-13
Platform Technology Partners
DECREASED
Shares1,377 from 1,459
Change-82 (-6%)
Value$226.0K (-$10.2K)
Filed 2026-11-02
SP Asset Management LLC
INCREASED
Shares1,375 from 1,368
Change+7 (+1%)
Value$225.6K (+$4.1K)
Filed 2026-11-05
Kuhn & Co Investment Counsel
INCREASED
Shares1,372 from 1,365
Change+7 (+1%)
Value$225.2K (+$4.2K)
Filed 2026-10-29
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$224.9K (+$3.1K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares1,367 from 1,339
Change+28 (+2%)
Value$224.4K (+$7.6K)
Filed 2026-10-20
JSF Financial, LLC
NEW
Shares1,363
Change+1,363
Value$223.8K
Filed 2026-10-22
Capstone Wealth Management, LLC
NEW
Shares1,362
Change+1,362
Value$223.6K
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
NEW
Shares1,356
Change+1,356
Value$222.6K
Filed 2026-10-14
Revolve Wealth Partners, LLC
INCREASED
Shares1,352 from 1,340
Change+12 (+1%)
Value$221.9K (+$5.0K)
Filed 2026-10-23
Segment Wealth Management, LLC
DECREASED
Shares1,350 from 1,428
Change-78 (-5%)
Value$221.6K (-$9.6K)
Filed 2026-10-26
Thrive Wealth Management, LLC
INCREASED
Shares1,348 from 1,327
Change+21 (+2%)
Value$221.3K (+$6.5K)
Filed 2026-10-13
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$221.1K (+$3.0K)
Filed 2026-11-05
LexAurum Advisors, LLC
DECREASED
Shares1,343 from 1,368
Change-25 (-2%)
Value$220.5K (-$1.1K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares1,341
Change+1,341
Value$220.1K
Filed 2026-10-28
ADE, LLC
DECREASED
Shares1,341 from 1,353
Change-12 (-1%)
Value$220.1K (+$1.1K)
Filed 2026-10-29
Landaas & Co
DECREASED
Shares1,338 from 1,433
Change-95 (-7%)
Value$219.6K (-$12.4K)
Filed 2026-10-29
Independent Wealth Network Inc.
DECREASED
Shares1,336 from 1,344
Change-8 (-1%)
Value$219.3K (+$1.8K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$217.8K (+$3.0K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
NEW
Shares1,318
Change+1,318
Value$216.3K
Filed 2026-10-13
Financial Council, LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$216.0K (+$2.9K)
Filed 2026-11-02
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares1,314 from 1,264
Change+50 (+4%)
Value$215.7K (+$11.0K)
Filed 2026-10-06
Summit Securities Group LLC
INCREASED
Shares1,312 from 604
Change+708 (+117%)
Value$215.4K (+$117.6K)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares1,310 from 1,348
Change-38 (-3%)
Value$215.0K (-$3.2K)
Filed 2026-10-13
TL Private Wealth
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$210.8K (+$3.8K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$215.0K (+$2.9K)
Filed 2026-10-29
North Forty Two & Co.
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$215.0K (+$2.9K)
Filed 2026-10-19
Integral Investment Advisors, Inc.
DECREASED
Shares1,307 from 1,365
Change-58 (-4%)
Value$214.5K (-$6.5K)
Filed 2026-11-03
Riversedge Advisors, LLC
NEW
Shares1,304
Change+1,304
Value$214.1K
Filed 2026-10-09
Camden National Bank
DECREASED
Shares1,301 from 1,321
Change-20 (-2%)
Value$213.6K (-$324)
Filed 2026-11-02
Atala Financial Inc
DECREASED
Shares1,301 from 1,309
Change-8 (-1%)
Value$213.6K (+$1.6K)
Filed 2026-10-22
Future Financial Wealth Managment LLC
DECREASED
Shares1,300 from 1,600
Change-300 (-19%)
Value$213.4K (-$57.9K)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,300 from 1,306
Change-6 (0%)
Value$213.4K (+$2.0K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
DECREASED
Shares1,296 from 1,418
Change-122 (-9%)
Value$213 (-$17)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
NEW
Shares1,289
Change+1,289
Value$211.6K
Filed 2026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares1,289 from 1,285
Change+4 (+0%)
Value$209.0K (+$4.5K)
Filed 2026-10-19
BAM Wealth Management, LLC
NEW
Shares1,288
Change+1,288
Value$211.4K
Filed 2026-10-15
Crusonia Wealth Advisors LLC
NEW
Shares1,287
Change+1,287
Value$211.3K
Filed 2026-10-26
55 North Private Wealth, LLC
NEW
Shares1,284
Change+1,284
Value$210.8K
Filed 2026-10-20
Dorval Corp
NEW
Shares1,280
Change+1,280
Value$210.1K
Filed 2026-10-29
KFA Private Wealth Group, LLC
INCREASED
Shares1,277 from 1,276
Change+1 (+0%)
Value$209.6K (+$3.0K)
Filed 2026-10-07
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$208.3K (+$2.8K)
Filed 2026-11-03
Berman McAleer LLC
DECREASED
Shares1,266 from 1,321
Change-55 (-4%)
Value$207.8K (-$6.1K)
Filed 2026-10-16
Eagle Wealth Strategies LLC
INCREASED
Shares1,265 from 1,256
Change+9 (+1%)
Value$207.6K (+$4.2K)
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
DECREASED
Shares1,262 from 1,380
Change-118 (-9%)
Value$207.1K (-$16.3K)
Filed 2026-10-14
Quad-Cities Investment Group, LLC
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$207.2K (+$2.9K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares1,256 from 908
Change+348 (+38%)
Value$206.2K (+$59.2K)
Filed 2026-11-05
Mechanics Financial Corp
DECREASED
Shares1,256 from 1,286
Change-30 (-2%)
Value$206.2K (-$2.0K)
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$206.0K (+$2.8K)
Filed 2026-10-07
TriaGen Wealth Management LLC
UNCHANGED
Shares1,254 from 1,254
Change0 (0%)
Value$205.8K (+$2.8K)
Filed 2026-10-14
Parisi Gray Wealth Management
INCREASED
Shares1,252 from 1,251
Change+1 (+0%)
Value$205.5K (+$2.9K)
Filed 2026-10-16
HCR Wealth Advisors
NEW
Shares1,251
Change+1,251
Value$205.4K
Filed 2026-10-15
Clearstead Trust, LLC
INCREASED
Shares1,248 from 1,151
Change+97 (+8%)
Value$204.8K (+$18.4K)
Filed 2026-11-06
Obermeyer Wealth Partners
DECREASED
Shares1,242 from 1,280
Change-38 (-3%)
Value$203.9K (-$3.4K)
Filed 2026-10-21
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$203.1K (+$2.8K)
Filed 2026-10-19
Agate Pass Investment Management, LLC
NEW
Shares1,234
Change+1,234
Value$202.6K
Filed 2026-10-20
Thayer Partners, LLC / MA
NEW
Shares1,228
Change+1,228
Value$201.6K
Filed 2026-11-06
Symmetry Partners, LLC
NEW
Shares1,224
Change+1,224
Value$201.0K
Filed 2026-10-27
WealthPlan Investment Management, LLC
NEW
Shares1,220
Change+1,220
Value$200.3K
Filed 2026-10-15
Gould Asset Management LLC
NEW
Shares1,219
Change+1,219
Value$200.2K
Filed 2026-11-06
Amplius Wealth Advisors, LLC
DECREASED
Shares1,219 from 1,347
Change-128 (-9%)
Value$200.2K (-$18.0K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$199.3K (+$2.7K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares1,204
Change+1,204
Value$197.6K
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$203.1K (+$15.8K)
Filed 2026-10-29
North Point Portfolio Managers Corp
NEW
Shares1,152
Change+1,152
Value$189.1K
Filed 2026-10-07
Swiss RE LTD
INCREASED
Shares1,147 from 698
Change+449 (+64%)
Value$188.3K (+$75.3K)
Filed 2026-11-06
TFC Financial Management, Inc.
DECREASED
Shares1,138 from 7,006
Change-5,868 (-84%)
Value$186.8K (-$947.5K)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$181.9K (+$1.2K)
Filed 2026-10-06
Armstrong Advisory Group, Inc
INCREASED
Shares1,096 from 1,095
Change+1 (+0%)
Value$179.8K (+$2.5K)
Filed 2026-10-09
Bullock Wealth Management Group
INCREASED
Shares1,081 from 1,077
Change+4 (+0%)
Value$176.2K (+$3.8K)
Filed 2026-10-09
Evermay Wealth Management LLC
DECREASED
Shares1,007 from 1,078
Change-71 (-7%)
Value$165.3K (-$9.2K)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$164.2K (+$2.2K)
Filed 2026-10-26
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$163.9K (+$2.2K)
Filed 2026-10-05
Acima Private Wealth, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$160.0K (+$2.2K)
Filed 2026-10-05
Rosenberg Matthew Hamilton
DECREASED
Shares968 from 979
Change-11 (-1%)
Value$158.9K (+$387)
Filed 2026-10-05
Valley National Advisers Inc
INCREASED
Shares956 from 873
Change+83 (+10%)
Value$156.9K (+$15.6K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares939 from 202
Change+737 (+365%)
Value$154.1K (+$121.4K)
Filed 2026-10-14
Alpine Bank Wealth Management
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$151.0K (+$2.1K)
Filed 2026-10-16
Financial Consulate, Inc
INCREASED
Shares917 from 368
Change+549 (+149%)
Value$150.5K (+$91.0K)
Filed 2026-10-23
Ares Financial Consulting, LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$143.8K (+$2.0K)
Filed 2026-10-19
Essential Partners LLC
INCREASED
Shares844 from 453
Change+391 (+86%)
Value$138.5K (+$65.2K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
DECREASED
Shares830 from 900
Change-70 (-8%)
Value$136.2K (-$9.5K)
Filed 2026-10-22
Kimelman & Baird, LLC
NEW
Shares800
Change+800
Value$131.3K
Filed 2026-11-03
Zeit Capital LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$131.3K (+$1.8K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$130.8K (+$1.8K)
Filed 2026-11-06
NBH Bank
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$124.6K (+$1.7K)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$123.9K (+$1.7K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares754 from 702
Change+52 (+7%)
Value$123.9K (+$10.1K)
Filed 2026-10-16
Richardson Capital Management LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$123.3K (+$1.7K)
Filed 2026-10-23
Ameliora Wealth Management Ltd.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$123.1K (+$1.7K)
Filed 2026-10-23
Concord Wealth Partners
DECREASED
Shares739 from 839
Change-100 (-12%)
Value$121.4K (-$14.5K)
Filed 2026-11-02
Birchbrook, Inc.
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$119.1K (+$1.6K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares709 from 694
Change+15 (+2%)
Value$116.4K (+$4.0K)
Filed 2026-10-07
Archer Investment Corp
INCREASED
Shares703 from 702
Change+1 (+0%)
Value$115.4K (+$1.7K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares684 from 354
Change+330 (+93%)
Value$112.3K (+$55.0K)
Filed 2026-10-29
Advocate Investing Services LLC
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$110.6K (+$1.5K)
Filed 2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$110.0K (+$1.5K)
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$109.5K (+$1.5K)
Filed 2026-10-21
Pacifica Partners Inc.
DECREASED
Shares664 from 696
Change-32 (-5%)
Value$108.3K (-$3.4K)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$108.6K (+$1.5K)
Filed 2026-11-02
Community Financial Services Group, LLC
DECREASED
Shares649 from 679
Change-30 (-4%)
Value$105.8K (-$2.8K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares649 from 648
Change+1 (+0%)
Value$106.5K (+$1.6K)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares648
Change+648
Value$106.4K
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares645 from 611
Change+34 (+6%)
Value$105.9K (+$7.0K)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares620 from 686
Change-66 (-10%)
Value$101.8K (-$9.3K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares594 from 445
Change+149 (+33%)
Value$97.5K (+$25.5K)
Filed 2026-10-13
Clayton Financial Group LLC
NEW
Shares590
Change+590
Value$96.8K
Filed 2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$96 (+$1)
Filed 2026-10-13
First Command Advisory Services, Inc.
DECREASED
Shares555 from 1,021
Change-466 (-46%)
Value$91.1K (-$74.2K)
Filed 2026-11-05
Entrust Financial LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$88.8K (+$1.2K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$87.0K (+$1.2K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares524 from 522
Change+2 (+0%)
Value$86.0K (+$1.5K)
Filed 2026-10-27
SRH Advisors, LLC
DECREASED
Shares500 from 1,000
Change-500 (-50%)
Value$82.1K (-$79.8K)
Filed 2026-10-22
Old Second National Bank of Aurora
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$82.1K (+$1.1K)
Filed 2026-10-22
Morton Brown Family Wealth, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$82.1K (+$1.1K)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares491
Change+491
Value$85.8K
Filed 2026-10-26
Southern Michigan Bank & Trust
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$78.8K (+$1.1K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
INCREASED
Shares475 from 470
Change+5 (+1%)
Value$77.9K (+$1.8K)
Filed 2026-10-13
Bank of New Hampshire
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$77.5K (+$1.1K)
Filed 2026-10-06
American Capital Advisory, LLC
INCREASED
Shares463 from 461
Change+2 (+0%)
Value$76.1K (+$1.4K)
Filed 2026-10-28
Albion Financial Group
INCREASED
Shares452 from 450
Change+2 (+0%)
Value$74.3K (+$1.4K)
Filed 2026-10-21
Compass Wealth Management LLC
NEW
Shares442
Change+442
Value$72.6K
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$72.2K (+$986)
Filed 2026-11-03
Hartford Financial Management Inc.
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$71.2K (+$973)
Filed 2026-10-21
Ashurst Perkins Coie Trust Co
INCREASED
Shares418 from 310
Change+108 (+35%)
Value$68.6K (+$18.4K)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares415
Change+415
Value$68.1K
Filed 2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$66.3K (+$905)
Filed 2026-10-15
Steph & Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$65.7K (+$896)
Filed 2026-10-07
Vision Financial Markets LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$65.5K (+$1.1K)
Filed 2026-10-22
Salomon & Ludwin, LLC
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$64.3K (+$1.6K)
Filed 2026-10-29
Valued Wealth Advisors LLC
INCREASED
Shares386 from 370
Change+16 (+4%)
Value$63.3K (+$3.4K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares384
Change+384
Value$63.1K
Filed 2026-10-27
First Premier Bank
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$62 (+$1)
Filed 2026-10-13
Creative Capital Management Investments LLC
INCREASED
Shares375 from 369
Change+6 (+2%)
Value$61.5K (+$1.8K)
Filed 2026-10-28
Centerpoint Advisors, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$62 (-$60.9K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares370
Change+370
Value$60.7K
Filed 2026-10-29
Pacific Center for Financial Services
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$60.7K (+$829)
Filed 2026-10-15
Addison Advisors LLC
INCREASED
Shares369 from 365
Change+4 (+1%)
Value$60.6K (+$1.5K)
Filed 2026-11-06
Boit C F David
NEW
Shares360
Change+360
Value$59.1K
Filed 2026-10-29
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares345 from 448
Change-103 (-23%)
Value$56.6K (-$15.9K)
Filed 2026-11-06
Collier Financial
INCREASED
Shares343 from 342
Change+1 (+0%)
Value$56.4K (+$1.0K)
Filed 2026-11-06
Mascoma Wealth Management LLC
DECREASED
Shares341 from 342
Change-1 (0%)
Value$56.0K (+$602)
Filed 2026-10-23
Northstar Asset Management Co
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$58.7K (+$712)
Filed 2026-10-22
Richardson Financial Services Inc.
INCREASED
Shares335 from 215
Change+120 (+56%)
Value$55.0K (+$20.2K)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
DECREASED
Shares335 from 388
Change-53 (-14%)
Value$55.0K (-$7.8K)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares329 from 250
Change+79 (+32%)
Value$54.0K (+$13.5K)
Filed 2026-10-15
Livelsberger Financial Advisory
NEW
Shares323
Change+323
Value$53.0K
Filed 2026-10-28
Coston, McIsaac & Partners
DECREASED
Shares319 from 327
Change-8 (-2%)
Value$52.5K (+$52.4K)
Filed 2026-11-06
Burkett Financial Services, LLC
INCREASED
Shares317 from 315
Change+2 (+1%)
Value$52.1K (+$953)
Filed 2026-10-01
Marquette Asset Management, LLC
DECREASED
Shares315 from 325
Change-10 (-3%)
Value$51.7K (-$913)
Filed 2026-10-09
John Boyer, Inc.
NEW
Shares310
Change+310
Value$50.9K
Filed 2026-10-27
West Paces Advisors Inc.
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$50.1K (+$683)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares302
Change+302
Value$49.6K
Filed 2026-11-04
Fairway Wealth LLC
NEW
Shares300
Change+300
Value$49.2K
Filed 2026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$49.2K (+$672)
Filed 2026-10-09
Kroeger Financial Partners
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$49.2K (+$672)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
INCREASED
Shares295 from 285
Change+10 (+4%)
Value$48.4K (+$2.3K)
Filed 2026-11-02
First United Bank & Trust
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$47.6K (+$650)
Filed 2026-10-22
Manitou Investment Management Ltd.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$47.6K (+$649)
Filed 2026-10-15
SJS Investment Consulting Inc.
INCREASED
Shares282 from 74
Change+208 (+281%)
Value$46.3K (+$34.3K)
Filed 2026-10-26
Private Wealth Management Group, LLC
INCREASED
Shares281 from 203
Change+78 (+38%)
Value$46.1K (+$13.3K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$45.0K (+$614)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares272 from 426
Change-154 (-36%)
Value$44.6K (-$24.3K)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$44.2K (+$602)
Filed 2026-11-02
Ascentis Wealth Management, LLC
DECREASED
Shares267 from 2,182
Change-1,915 (-88%)
Value$43.8K (-$309.4K)
Filed 2026-11-03
Thompson Investment Management, Inc.
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$43.9K (+$599)
Filed 2026-10-14
Hager Investment Management Services, LLC
DECREASED
Shares255 from 259
Change-4 (-2%)
Value$41.9K (-$77)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares251 from 261
Change-10 (-4%)
Value$41.2K (-$1.1K)
Filed 2026-11-04
Sfam, LLC
DECREASED
Shares247 from 280
Change-33 (-12%)
Value$40.5K (-$4.8K)
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$39.7K (+$542)
Filed 2026-10-02
Compass Financial Management LLC
INCREASED
Shares238 from 237
Change+1 (+0%)
Value$39.0K (+$556)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares235 from 155
Change+80 (+52%)
Value$38.6K (+$13.5K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED
Shares235 from 231
Change+4 (+2%)
Value$38.6K (+$1.2K)
Filed 2026-10-30
Asset Planning,Inc
DECREASED
Shares233 from 289
Change-56 (-19%)
Value$38.2K (-$8.6K)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$37.8K (+$516)
Filed 2026-10-07
Westside Investment Management, Inc.
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$35.3K (+$10)
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
NEW
Shares216
Change+216
Value$35.5K
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$36 ($0)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$33.8K (+$461)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares205
Change+205
Value$33.7K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares203 from 177
Change+26 (+15%)
Value$33.3K (+$4.7K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
NEW
Shares200
Change+200
Value$32.8K
Filed 2026-10-19
Curat Global, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$32.8K (+$448)
Filed 2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$32.8K (+$448)
Filed 2026-10-09
DecisionPoint Financial, LLC
INCREASED
Shares199 from 8
Change+191 (+2388%)
Value$32.4K (+$31.2K)
Filed 2026-10-27
Goodman Advisory Group, LLC
NEW
Shares190
Change+190
Value$31.2K
Filed 2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$29.6K (+$497)
Filed 2026-10-28
Piscataqua Savings Bank
DECREASED
Shares174 from 194
Change-20 (-10%)
Value$28.6K (-$2.8K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares167 from 413
Change-246 (-60%)
Value$27.5K (-$39.4K)
Filed 2026-10-26
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$27.1K (+$370)
Filed 2026-10-19
Security National Bank
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$26.3K (+$358)
Filed 2026-10-26
Align Financial, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$26.3K (+$358)
Filed 2026-10-16
IFS Advisors, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$25.9K (+$354)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares156 from 139
Change+17 (+12%)
Value$25.6K (+$3.1K)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares154 from 140
Change+14 (+10%)
Value$25.3K (+$2.6K)
Filed 2026-10-15
Avion Wealth
DECREASED
Shares152 from 190
Change-38 (-20%)
Value$24 (-$6)
Filed 2026-11-04
Peck Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$24.6K (+$336)
Filed 2026-10-29
TrustBank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$24.6K (+$336)
Filed 2026-10-20
Joseph Group Capital Management
INCREASED
Shares149 from 102
Change+47 (+46%)
Value$24.5K (+$7.9K)
Filed 2026-11-04
Financial Freedom, LLC
NEW
Shares145
Change+145
Value$23.8K
Filed 2026-11-06
New England Capital Financial Advisors LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$23.8K (+$325)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares141 from 97
Change+44 (+45%)
Value$23.1K (+$7.4K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares140 from 170
Change-30 (-18%)
Value$23.0K (-$4.5K)
Filed 2026-10-20
Team Financial Group, LLC
NEW
Shares139
Change+139
Value$22.8K
Filed 2026-10-30
Tsfg, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$23 ($0)
Filed 2026-10-23
Trust Co
DECREASED
Shares138 from 170
Change-32 (-19%)
Value$22.7K (-$4.9K)
Filed 2026-10-09
Accordant Advisory Group Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$22.2K (+$303)
Filed 2026-10-29
Roxbury Financial LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$21.6K (+$315)
Filed 2026-10-01
Quaker Wealth Management, LLC
INCREASED
Shares130 from 14
Change+116 (+829%)
Value$21.3K (+$19.0K)
Filed 2026-10-22
Axxion S.A.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$20.8K (+$284)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$20.5K (+$280)
Filed 2026-10-23
Winthrop Capital Management, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$19.7K (+$19.7K)
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$19.2K (+$262)
Filed 2026-10-23
DeDora Capital, Inc.
NEW
Shares110
Change+110
Value$18.1K
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$18.1K (+$246)
Filed 2026-10-26
Covestor Ltd
INCREASED
Shares109 from 108
Change+1 (+1%)
Value$18 ($0)
Filed 2026-10-30
Hoey Investments, Inc
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$17.7K (+$242)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$17.2K (+$235)
Filed 2026-10-21
Newton One Investments LLC
INCREASED
Shares104 from 103
Change+1 (+1%)
Value$17.0K (+$312)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares100 from 88
Change+12 (+14%)
Value$16.4K (+$2.2K)
Filed 2026-11-04
Pittenger & Anderson Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.4K (+$224)
Filed 2026-11-02
Coastline Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.4K (+$224)
Filed 2026-10-01
St. Johns Investment Management Company, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.4K (+$224)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.4K (+$224)
Filed 2026-10-23
PFS Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$16.4K (+$224)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares99 from 1,172
Change-1,073 (-92%)
Value$16.2K (-$173.5K)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares96 from 80
Change+16 (+20%)
Value$15.8K (+$2.8K)
Filed 2026-11-03
Maseco LLP
INCREASED
Shares96 from 84
Change+12 (+14%)
Value$15.8K (+$2.2K)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$15.4K (+$210)
Filed 2026-10-14
WPG Advisers, LLC
DECREASED
Shares91 from 103
Change-12 (-12%)
Value$14.9K (-$1.7K)
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$14.3K (+$263)
Filed 2026-11-05
Yankcom Partnership
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$13.3K (+$181)
Filed 2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$13.1K (+$179)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$12.9K (+$176)
Filed 2026-10-28
Holos Integrated Wealth LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$11.7K (+$288)
Filed 2026-10-23
First Financial Corp
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$11.8K (+$161)
Filed 2026-10-13
IMG Wealth Management, Inc.
INCREASED
Shares71 from 65
Change+6 (+9%)
Value$11.7K (+$1.1K)
Filed 2026-10-27
Kingdom Financial Group Llc.
NEW
Shares70
Change+70
Value$11.5K
Filed 2026-11-04
William B. Walkup & Associates, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$11.2K (+$152)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares67
Change+67
Value$11
Filed 2026-10-02
Hughes Financial Services, LLC
INCREASED
Shares67 from 47
Change+20 (+43%)
Value$11.9K (+$4.3K)
Filed 2026-10-30
10Elms LLP
NEW
Shares66
Change+66
Value$10.8K
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$10.8K (+$148)
Filed 2026-10-14
Harbor Asset Planning, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.7K (+$146)
Filed 2026-10-23
Markowski Investments
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.7K (+$197)
Filed 2026-10-30
Dogwood Wealth Management LLC
INCREASED
Shares63 from 58
Change+5 (+9%)
Value$10.3K (+$950)
Filed 2026-11-09
Sima Wealth Partners, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$10.2K (+$139)
Filed 2026-10-19
Legacies Wealth LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.8K (+$134)
Filed 2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$9.7K (+$132)
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares55 from 40
Change+15 (+38%)
Value$9.0K (+$2.6K)
Filed 2026-10-07
Tower Trust & Investment Co
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$8.9K (+$121)
Filed 2026-10-28
Davis Capital Management
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$8.7K (+$119)
Filed 2026-10-08
Wolff Wiese Magana LLC
DECREASED
Shares52 from 94
Change-42 (-45%)
Value$8.5K (-$6.7K)
Filed 2026-10-15
IAG Wealth Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.2K (+$112)
Filed 2026-11-06
Clark Wealth Partners
INCREASED
Shares47 from 40
Change+7 (+18%)
Value$7.7K (+$1.2K)
Filed 2026-10-19
Sunrise Financial Services, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$7.7K (+$105)
Filed 2026-10-21
Aspect Partners, LLC
INCREASED
Shares44 from 39
Change+5 (+13%)
Value$7.2K (+$908)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
INCREASED
Shares44 from 43
Change+1 (+2%)
Value$7.2K (+$260)
Filed 2026-10-16
Friedenthal Financial
NEW
Shares40
Change+40
Value$6.6K
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.6K (+$90)
Filed 2026-10-15
Evolution Wealth Management Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$6.1K (+$83)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
NEW
Shares32
Change+32
Value$5.3K
Filed 2026-11-05
Bfsg, LLC
NEW
Shares31
Change+31
Value$5.1K
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares30
Change+30
Value$4.9K
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.9K (+$67)
Filed 2026-10-14
Rakuten Securities, Inc.
DECREASED
Shares24 from 97
Change-73 (-75%)
Value$3.9K (-$11.8K)
Filed 2026-11-02
Kozak & Associates, Inc.
DECREASED
Shares24 from 45
Change-21 (-47%)
Value$4.1K (-$3.1K)
Filed 2026-10-29
United Community Bank
DECREASED
Shares17 from 63
Change-46 (-73%)
Value$2.8K (-$7.4K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares16
Change+16
Value$2.6K
Filed 2026-11-06
Navigoe, LLC
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$2 ($0)
Filed 2026-11-04
PayPay Securities Corp
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$2.0K (-$135)
Filed 2026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.5K (+$70)
Filed 2026-10-19
GoalVest Advisory LLC
DECREASED
Shares11 from 17
Change-6 (-35%)
Value$1.8K (-$946)
Filed 2026-10-02
GS Investments, Inc.
DECREASED
Shares10 from 15
Change-5 (-33%)
Value$1.6K (-$787)
Filed 2026-11-05
Downshift Financial, LLC
DECREASED
Shares10 from 14
Change-4 (-29%)
Value$1.6K (-$625)
Filed 2026-10-13
Reap Financial Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$23)
Filed 2026-11-02
Fortis Group Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (+$23)
Filed 2026-11-06
McCarley & Cook Financial Planners
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.3K (+$18)
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$1.2K (+$502)
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.2K (+$16)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (+$16)
Filed 2026-10-01
Phillip James Consulting Co.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$821 (+$11)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares4
Change+4
Value$657
Filed 2026-10-19
Signature Resources Capital Management, LLC
DECREASED
Shares4 from 13
Change-9 (-69%)
Value$657 (-$1.4K)
Filed 2026-10-16
Redwood Park Advisors LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$657 (+$9)
Filed 2026-11-02
NorthAvenue LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$657 (+$9)
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$493 (+$7)
Filed 2026-10-15
Godsey & Gibb, Inc
NEW
Shares2
Change+2
Value$329
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$329 (+$5)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares1
Change+1
Value$149
Filed 2026-10-09
Caitong International Asset Management Co., Ltd
NEW
Shares1
Change+1
Value$164
Filed 2026-10-29
Gilpin Wealth Management, LLC
NEW
Shares1
Change+1
Value$165
Filed 2026-10-09
West Branch Capital LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$165 (+$3)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 49,634
Change-49,634 (-100%)
Value$0 (-$8.0M)
Filed 2026-10-16
VCI Wealth Management LLC
CLOSED
Shares0 from 17,013
Change-17,013 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-29
Arbor Capital Management Inc
CLOSED
Shares0 from 15,621
Change-15,621 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 10,321
Change-10,321 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 8,760
Change-8,760 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,324
Change-7,324 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
111 Capital
CLOSED
Shares0 from 7,099
Change-7,099 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Alkeme Wealth, LLC
CLOSED
Shares0 from 5,890
Change-5,890 (-100%)
Value$0 (-$953.6K)
Filed 2026-10-08
R Squared Ltd
CLOSED
Shares0 from 5,624
Change-5,624 (-100%)
Value$0 (-$910.6K)
Filed 2026-11-06
Autumn Glory Partners, LLC
CLOSED
Shares0 from 5,140
Change-5,140 (-100%)
Value$0 (-$832.2K)
Filed 2026-10-26
MQS Management LLC
CLOSED
Shares0 from 3,211
Change-3,211 (-100%)
Value$0 (-$519.9K)
Filed 2026-11-06
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 2,810
Change-2,810 (-100%)
Value$0 (-$454.9K)
Filed 2026-10-16
Sigma Investment Counselors Inc
CLOSED
Shares0 from 2,546
Change-2,546 (-100%)
Value$0 (-$412.2K)
Filed 2026-10-27
Hikari Power Ltd
CLOSED
Shares0 from 1,760
Change-1,760 (-100%)
Value$0 (-$285.0K)
Filed 2026-10-30
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,723
Change-1,723 (-100%)
Value$0 (-$279.0K)
Filed 2026-11-03
Northwest Financial Advisors
CLOSED
Shares0 from 1,722
Change-1,722 (-100%)
Value$0 (-$278.8K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 1,618
Change-1,618 (-100%)
Value$0 (-$261.9K)
Filed 2026-10-28
Well Done, LLC
CLOSED
Shares0 from 1,611
Change-1,611 (-100%)
Value$0 (-$260.8K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,519
Change-1,519 (-100%)
Value$0 (-$245.9K)
Filed 2026-11-04
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,411
Change-1,411 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 1,388
Change-1,388 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-08
CGN Advisors LLC
CLOSED
Shares0 from 1,367
Change-1,367 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-21
Core Wealth Management, Inc.
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-22
Moller Wealth Partners
CLOSED
Shares0 from 1,328
Change-1,328 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-15
Impact Investors, Inc
CLOSED
Shares0 from 1,298
Change-1,298 (-100%)
Value$0 (-$210.2K)
Filed 2026-11-02
Great Diamond Partners, LLC
CLOSED
Shares0 from 1,290
Change-1,290 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-13
Financial Advisory Corp
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-14
LeConte Wealth Management, LLC
CLOSED
Shares0 from 1,257
Change-1,257 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-20
Richwood Investment Advisors, LLC
CLOSED
Shares0 from 1,248
Change-1,248 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-30
JB Capital LLC
CLOSED
Shares0 from 1,246
Change-1,246 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-19
CrossGen Wealth, LLC
CLOSED
Shares0 from 1,241
Change-1,241 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-30
Tenet Wealth Partners, LLC
CLOSED
Shares0 from 1,145
Change-1,145 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-19
Hoese & Co LLP
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$178.1K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,038
Change-1,038 (-100%)
Value$0 (-$168.1K)
Filed 2026-10-29
Keystone Financial Group, Inc.
CLOSED
Shares0 from 914
Change-914 (-100%)
Value$0 (-$148.0K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$146.3K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$96.7K)
Filed 2026-10-13
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$75.8K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$51.8K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$47.8K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$42.6K)
Filed 2026-10-15
Decker Retirement Planning Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$8.3K)
Filed 2026-10-19
BankPlus Trust Department
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$7.6K)
Filed 2026-11-06
United Financial Planning Group LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$6.5K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
RMG Wealth Management LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-23
Monetary Solutions, Ltd
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-22
Sims Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-13
Global Trust Asset Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$486)
Filed 2026-10-19
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Raleigh Capital Management Inc.
DECREASED
Shares0 from 16
Change-16 (-100%)
Value$48 (-$2.6K)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$873.0K (+$38.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 45,048,766
Change-45,048,766 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,432,727
Change-39,432,727 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 34,065,039
Change-34,065,039 (-100%)
Value—
State Street Corp
N/A
Shares— from 27,828,966
Change-27,828,966 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 9,542,983
Change-9,542,983 (-100%)
Value—
Capital World Investors
N/A
Shares— from 8,392,028
Change-8,392,028 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 7,934,035
Change-7,934,035 (-100%)
Value—
Norges Bank
N/A
Shares— from 7,808,095
Change-7,808,095 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,630,269
Change-7,630,269 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,628,328
Change-5,628,328 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 5,455,533
Change-5,455,533 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,307,203
Change-5,307,203 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,871,164
Change-4,871,164 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,533,524
Change-4,533,524 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,475,755
Change-4,475,755 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,458,815
Change-4,458,815 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,935,534
Change-3,935,534 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,643,494
Change-3,643,494 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,448,533
Change-3,448,533 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,218,003
Change-3,218,003 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,111,705
Change-3,111,705 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,938,401
Change-2,938,401 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,830,023
Change-2,830,023 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,736,218
Change-2,736,218 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,515,099
Change-2,515,099 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 2,306,941
Change-2,306,941 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,242,299
Change-2,242,299 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,205,057
Change-2,205,057 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,952,856
Change-1,952,856 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,736,119
Change-1,736,119 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,718,241
Change-1,718,241 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,620,697
Change-1,620,697 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,485,539
Change-1,485,539 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,402,502
Change-1,402,502 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,401,543
Change-1,401,543 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,310,763
Change-1,310,763 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,246,113
Change-1,246,113 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,240,912
Change-1,240,912 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,224,555
Change-1,224,555 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,178,175
Change-1,178,175 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,161,346
Change-1,161,346 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 1,150,000
Change-1,150,000 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,123,426
Change-1,123,426 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,121,750
Change-1,121,750 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,050,026
Change-1,050,026 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 955,232
Change-955,232 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 942,379
Change-942,379 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 928,769
Change-928,769 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 898,812
Change-898,812 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 877,548
Change-877,548 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 866,605
Change-866,605 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 863,485
Change-863,485 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 849,784
Change-849,784 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 802,882
Change-802,882 (-100%)
Value—
FIL Ltd
N/A
Shares— from 795,059
Change-795,059 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 774,259
Change-774,259 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 681,740
Change-681,740 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 669,714
Change-669,714 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 604,855
Change-604,855 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 565,823
Change-565,823 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 562,015
Change-562,015 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 556,997
Change-556,997 (-100%)
Value—
Aviva PLC
N/A
Shares— from 556,061
Change-556,061 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 549,640
Change-549,640 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 526,153
Change-526,153 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 502,003
Change-502,003 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 493,925
Change-493,925 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 463,235
Change-463,235 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 455,557
Change-455,557 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 432,867
Change-432,867 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 431,192
Change-431,192 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 418,543
Change-418,543 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 414,200
Change-414,200 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 405,370
Change-405,370 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 398,163
Change-398,163 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 395,870
Change-395,870 (-100%)
Value—
Man Group plc
N/A
Shares— from 392,783
Change-392,783 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 389,244
Change-389,244 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 381,893
Change-381,893 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 379,627
Change-379,627 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 376,455
Change-376,455 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 362,886
Change-362,886 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 357,631
Change-357,631 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 354,787
Change-354,787 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 352,805
Change-352,805 (-100%)
Value—
Parsifal Capital Management, LP
N/A
Shares— from 352,338
Change-352,338 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 349,350
Change-349,350 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 336,132
Change-336,132 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 330,679
Change-330,679 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 325,978
Change-325,978 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 323,926
Change-323,926 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 323,879
Change-323,879 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 309,275
Change-309,275 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 304,215
Change-304,215 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 294,453
Change-294,453 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 293,068
Change-293,068 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 287,964
Change-287,964 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 287,652
Change-287,652 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 282,752
Change-282,752 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 281,197
Change-281,197 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 280,972
Change-280,972 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 271,752
Change-271,752 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 271,191
Change-271,191 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 258,262
Change-258,262 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 251,887
Change-251,887 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 248,603
Change-248,603 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 247,395
Change-247,395 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 244,818
Change-244,818 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 244,722
Change-244,722 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 239,475
Change-239,475 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 237,697
Change-237,697 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 231,379
Change-231,379 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 229,895
Change-229,895 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 223,903
Change-223,903 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 222,418
Change-222,418 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 220,680
Change-220,680 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 220,579
Change-220,579 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 220,068
Change-220,068 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 213,287
Change-213,287 (-100%)
Value—
&partners
N/A
Shares— from 208,131
Change-208,131 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 207,171
Change-207,171 (-100%)
Value—
ING Groep NV
N/A
Shares— from 205,368
Change-205,368 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 200,088
Change-200,088 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 199,959
Change-199,959 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 199,801
Change-199,801 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 184,203
Change-184,203 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 181,137
Change-181,137 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 180,135
Change-180,135 (-100%)
Value—
Shellback Capital, LP
N/A
Shares— from 178,880
Change-178,880 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 174,825
Change-174,825 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 167,735
Change-167,735 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 164,615
Change-164,615 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 160,213
Change-160,213 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 159,275
Change-159,275 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 158,420
Change-158,420 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 156,590
Change-156,590 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 156,498
Change-156,498 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 156,483
Change-156,483 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 153,997
Change-153,997 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 145,825
Change-145,825 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 145,463
Change-145,463 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 138,264
Change-138,264 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 125,230
Change-125,230 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 124,868
Change-124,868 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 122,621
Change-122,621 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 122,188
Change-122,188 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 120,660
Change-120,660 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 120,577
Change-120,577 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 120,445
Change-120,445 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 119,085
Change-119,085 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 117,157
Change-117,157 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 116,404
Change-116,404 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 112,015
Change-112,015 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 107,435
Change-107,435 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 105,697
Change-105,697 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 103,057
Change-103,057 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 102,279
Change-102,279 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 101,945
Change-101,945 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 100,852
Change-100,852 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 97,443
Change-97,443 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 95,629
Change-95,629 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 95,058
Change-95,058 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 93,486
Change-93,486 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 93,406
Change-93,406 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 90,108
Change-90,108 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 89,548
Change-89,548 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 89,174
Change-89,174 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 89,069
Change-89,069 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 86,016
Change-86,016 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 85,709
Change-85,709 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 84,934
Change-84,934 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 84,065
Change-84,065 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 82,494
Change-82,494 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 81,844
Change-81,844 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 81,379
Change-81,379 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 80,576
Change-80,576 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 80,354
Change-80,354 (-100%)
Value—
Blair William & Co
N/A
Shares— from 80,162
Change-80,162 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 79,593
Change-79,593 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 79,279
Change-79,279 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 78,990
Change-78,990 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 78,814
Change-78,814 (-100%)
Value—
Commerce Bank
N/A
Shares— from 78,457
Change-78,457 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 78,119
Change-78,119 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 77,523
Change-77,523 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 77,331
Change-77,331 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 77,187
Change-77,187 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 75,742
Change-75,742 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 74,293
Change-74,293 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 74,039
Change-74,039 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 73,774
Change-73,774 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 72,314
Change-72,314 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 71,952
Change-71,952 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 71,863
Change-71,863 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 71,310
Change-71,310 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 71,000
Change-71,000 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 70,997
Change-70,997 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 70,807
Change-70,807 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 70,170
Change-70,170 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 65,916
Change-65,916 (-100%)
Value—
SaddleRock Capital Management LLC
N/A
Shares— from 64,191
Change-64,191 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 64,051
Change-64,051 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 63,360
Change-63,360 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 61,251
Change-61,251 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 61,222
Change-61,222 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 60,732
Change-60,732 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 58,073
Change-58,073 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 57,451
Change-57,451 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 57,130
Change-57,130 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 57,032
Change-57,032 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 56,860
Change-56,860 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 56,000
Change-56,000 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 54,902
Change-54,902 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 54,108
Change-54,108 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 51,899
Change-51,899 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 50,800
Change-50,800 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 50,445
Change-50,445 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 49,491
Change-49,491 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 49,294
Change-49,294 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 49,089
Change-49,089 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 49,059
Change-49,059 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 49,031
Change-49,031 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 48,503
Change-48,503 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 48,401
Change-48,401 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48,057
Change-48,057 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 46,738
Change-46,738 (-100%)
Value—
Stephens Inc
N/A
Shares— from 44,721
Change-44,721 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 44,499
Change-44,499 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 43,450
Change-43,450 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 43,311
Change-43,311 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 42,744
Change-42,744 (-100%)
Value—
Summitry LLC
N/A
Shares— from 42,436
Change-42,436 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 42,423
Change-42,423 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 41,630
Change-41,630 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 40,833
Change-40,833 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 40,824
Change-40,824 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 40,512
Change-40,512 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 39,370
Change-39,370 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 38,697
Change-38,697 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 38,688
Change-38,688 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 38,505
Change-38,505 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 37,599
Change-37,599 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 35,559
Change-35,559 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 35,393
Change-35,393 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 34,494
Change-34,494 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 34,029
Change-34,029 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 34,010
Change-34,010 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 33,682
Change-33,682 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 33,666
Change-33,666 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 33,466
Change-33,466 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 33,135
Change-33,135 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 32,913
Change-32,913 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,874
Change-32,874 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 32,736
Change-32,736 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,433
Change-32,433 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 32,312
Change-32,312 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 32,120
Change-32,120 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 31,959
Change-31,959 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 31,924
Change-31,924 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 31,717
Change-31,717 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 31,609
Change-31,609 (-100%)
Value—
S&CO Inc
N/A
Shares— from 31,055
Change-31,055 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 31,008
Change-31,008 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 30,543
Change-30,543 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 29,937
Change-29,937 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 29,704
Change-29,704 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 29,387
Change-29,387 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 29,343
Change-29,343 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 29,337
Change-29,337 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 28,936
Change-28,936 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 28,738
Change-28,738 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,732
Change-28,732 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 28,569
Change-28,569 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 28,366
Change-28,366 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 28,239
Change-28,239 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 28,189
Change-28,189 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 28,164
Change-28,164 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 28,013
Change-28,013 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,891
Change-27,891 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 27,850
Change-27,850 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 27,756
Change-27,756 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 27,618
Change-27,618 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 27,371
Change-27,371 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 27,314
Change-27,314 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 26,917
Change-26,917 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 25,325
Change-25,325 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,192
Change-25,192 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 24,989
Change-24,989 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 24,889
Change-24,889 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 24,622
Change-24,622 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 24,502
Change-24,502 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,357
Change-23,357 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 23,331
Change-23,331 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 23,247
Change-23,247 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 23,122
Change-23,122 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,081
Change-23,081 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 23,028
Change-23,028 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 23,005
Change-23,005 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 22,181
Change-22,181 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 22,098
Change-22,098 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,678
Change-21,678 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 21,411
Change-21,411 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 21,276
Change-21,276 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,194
Change-21,194 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 20,938
Change-20,938 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 20,852
Change-20,852 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 20,816
Change-20,816 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 20,694
Change-20,694 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 20,497
Change-20,497 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 20,414
Change-20,414 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 20,318
Change-20,318 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 19,917
Change-19,917 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 19,766
Change-19,766 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 19,734
Change-19,734 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 19,697
Change-19,697 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 19,422
Change-19,422 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 19,176
Change-19,176 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,020
Change-19,020 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,461
Change-18,461 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 18,412
Change-18,412 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 18,053
Change-18,053 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 17,654
Change-17,654 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,520
Change-17,520 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 17,460
Change-17,460 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 17,393
Change-17,393 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 16,934
Change-16,934 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 16,908
Change-16,908 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 16,808
Change-16,808 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 16,723
Change-16,723 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,508
Change-16,508 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 16,017
Change-16,017 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 15,796
Change-15,796 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 15,709
Change-15,709 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,653
Change-15,653 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 15,589
Change-15,589 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 15,574
Change-15,574 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 15,384
Change-15,384 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 15,236
Change-15,236 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 15,213
Change-15,213 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,984
Change-14,984 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 14,769
Change-14,769 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,740
Change-14,740 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 14,451
Change-14,451 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,108
Change-14,108 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 14,060
Change-14,060 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 13,971
Change-13,971 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 13,924
Change-13,924 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,905
Change-13,905 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 13,877
Change-13,877 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,711
Change-13,711 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 13,603
Change-13,603 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 13,324
Change-13,324 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,316
Change-13,316 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 13,066
Change-13,066 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,952
Change-12,952 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 12,933
Change-12,933 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 12,872
Change-12,872 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 12,835
Change-12,835 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 12,118
Change-12,118 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 12,086
Change-12,086 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 11,830
Change-11,830 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,814
Change-11,814 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,689
Change-11,689 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,653
Change-11,653 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 11,642
Change-11,642 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 11,608
Change-11,608 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
Prudential PLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 11,399
Change-11,399 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 11,114
Change-11,114 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 10,990
Change-10,990 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,825
Change-10,825 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,581
Change-10,581 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 10,489
Change-10,489 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,290
Change-10,290 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
BNP Paribas
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 9,883
Change-9,883 (-100%)
Value—
Allianz SE
N/A
Shares— from 9,843
Change-9,843 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 9,733
Change-9,733 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,307
Change-9,307 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,096
Change-9,096 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 8,778
Change-8,778 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 8,252
Change-8,252 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 8,244
Change-8,244 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,114
Change-8,114 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 7,841
Change-7,841 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
FCA Corp
N/A
Shares— from 7,737
Change-7,737 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 7,581
Change-7,581 (-100%)
Value—
Dodge & COX
N/A
Shares— from 7,558
Change-7,558 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 7,475
Change-7,475 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 6,889
Change-6,889 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,868
Change-6,868 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 6,542
Change-6,542 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,356
Change-6,356 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 6,230
Change-6,230 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,814
Change-5,814 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Members Trust Co
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
United Bank
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Motco
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
MAC Alpha Capital Management, LP
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
American Trust
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 910
Change-910 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 852
Change-852 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 841
Change-841 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 800
Change-800 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 786
Change-786 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 763
Change-763 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 750
Change-750 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 602
Change-602 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 480
Change-480 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 446
Change-446 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 438
Change-438 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 425
Change-425 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 397
Change-397 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 391
Change-391 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 360
Change-360 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 339
Change-339 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 337
Change-337 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 313
Change-313 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 309
Change-309 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 296
Change-296 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 290
Change-290 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 268
Change-268 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 251
Change-251 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Centennial Bank
N/A
Shares— from 245
Change-245 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 243
Change-243 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 229
Change-229 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 222
Change-222 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 203
Change-203 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 200
Change-200 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 150
Change-150 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 114
Change-114 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 110
Change-110 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 90
Change-90 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 88
Change-88 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 28
Change-28 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 20
Change-20 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 10
Change-10 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
S&T Bank
N/A
Shares— from 9
Change-9 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED12,019,27611,957,078+62,198+1%$1.9B$2.0B+$36.9M2026-11-06
Dimensional Fund Advisors LP
DECREASED3,261,0333,294,413-33,380-1%$533.4M$535.4M+$2.0M2026-11-04
Bank of New York Mellon Corp
DECREASED2,991,2583,016,137-24,879-1%$488.3M$491.0M+$2.7M2026-11-05
Amundi
DECREASED2,871,0994,536,148-1,665,049-37%$734.4M$471.3M-$263.2M2026-11-06
Deutsche Bank Ag\
INCREASED2,481,9142,309,761+172,153+7%$374.0M$407.4M+$33.4M2026-11-06
US Bancorp \de\
DECREASED2,200,9882,209,787-8,7990%$357.8M$361.3M+$3.5M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,458,4901,395,396+63,094+5%$225.9M$239.4M+$13.5M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,374,9821,418,049-43,067-3%$229.6M$225.7M-$3.9M2026-10-29
PNC Financial Services Group, Inc.
DECREASED1,224,2661,242,040-17,774-1%$201.1M$201.0M-$135.5K2026-11-06
Barclays PLC
INCREASED1,171,8751,112,919+58,956+5%$180.2M$192.4M+$12.2M2026-11-06
LPL Financial LLC
DECREASED868,954870,376-1,4220%$140.9M$142.6M+$1.7M2026-11-06
Citigroup Inc
INCREASED741,259643,052+98,207+15%$104.1M$121.7M+$17.6M2026-11-04
Principal Financial Group Inc
DECREASED569,566621,667-52,101-8%$100.7M$93.5M-$7.2M2026-11-02
Cincinnati Insurance Co
UNCHANGED521,700521,70000%$84.5M$85.6M+$1.2M2026-11-03
Parsons Capital Management Inc
INCREASED508,896508,810+86+0%$82.4M$83.5M+$1.2M2026-10-28
PFA Pension, Forsikringsaktieselskab
INCREASED449,977438,733+11,244+3%$71.0M$73.9M+$2.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED435,986392,929+43,057+11%$61.6M$70.7M+$9.1M2026-10-13
Keybank National Association
INCREASED378,545368,869+9,676+3%$59.7M$62.1M+$2.4M2026-11-04
Fort Washington Investment Advisors Inc
INCREASED376,784372,156+4,628+1%$60.3M$61.8M+$1.6M2026-10-15
Russell Investments Group, Ltd.
INCREASED373,137273,266+99,871+37%$44.3M$61.4M+$17.1M2026-11-06
Retirement Systems of Alabama
DECREASED353,375354,793-1,4180%$57.4M$58.0M+$562.0K2026-11-04
Nippon Life Global Investors Americas, Inc.
NEW345,280—+345,280——$56.7M—2026-10-29
DekaBank Deutsche Girozentrale
DECREASED344,744369,131-24,387-7%$52.4K$57.9K+$5.5K2026-10-27
Swedbank AB
DECREASED344,662348,751-4,089-1%$56.5M$56.6M+$110.0K2026-10-27
New York State Teachers Retirement System
DECREASED344,379368,735-24,356-7%$59.7M$56.5K-$59.6M2026-10-22
Asset Management One Co., Ltd.
INCREASED318,881314,993+3,888+1%$51.0M$52.3M+$1.3M2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED315,224314,640+584+0%$50.9M$51.7M+$800.7K2026-10-20
Flossbach VON Storch SE
DECREASED308,474459,784-151,310-33%$74.4M$50.6M-$23.8M2026-10-28
Calamos Advisors LLC
INCREASED303,72370,272+233,451+332%$11.4M$49.9M+$38.5M2026-11-02
Danske Bank A/S
INCREASED295,117281,417+13,700+5%$45.6M$48.4M+$2.9M2026-11-09
Strs Ohio
DECREASED289,370300,013-10,643-4%$48.6M$47.5M-$1.1M2026-10-30
Thrivent Financial for Lutherans
INCREASED274,963143,936+131,027+91%$23.3M$45.1K-$23.3M2026-11-05
Pictet Asset Management Holding SA
DECREASED273,490282,009-8,519-3%$45.7M$44.9M-$766.7K2026-11-03
Commonwealth Equity Services, LLC
DECREASED260,699270,541-9,842-4%$43.8M$42.8M-$1.0M2026-11-02
Fifth Third Bancorp
DECREASED250,499252,471-1,972-1%$40.9M$41.1M+$241.9K2026-11-05
Creative Planning
INCREASED248,862231,101+17,761+8%$37.4M$40.9M+$3.4M2026-11-02
Truist Financial Corp
DECREASED237,078238,622-1,544-1%$38.6M$38.9M+$281.2K2026-10-30
Swiss Life Asset Management Ltd
INCREASED220,368172,954+47,414+27%$28.0M$36.2M+$8.2M2026-11-03
Cincinnati Financial Corp
UNCHANGED211,000211,00000%$34.2M$34.6M+$472.6K2026-11-03
Daiwa Securities Group Inc.
INCREASED196,604193,626+2,978+2%$31.3M$32.3M+$922.6K2026-10-29
Braun Stacey Associates Inc
INCREASED196,533186,491+10,042+5%$30.2M$32.3M+$2.1M2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED192,626176,197+16,429+9%$28.5M$31.6M+$3.1M2026-11-03
M&G Plc
INCREASED186,629181,394+5,235+3%$29.4M$30.6M+$1.2M2026-11-04
ProShare Advisors LLC
DECREASED182,603188,548-5,945-3%$30.5M$30.0M-$553.5K2026-10-29
SEB Asset Management AB
INCREASED178,996136,560+42,436+31%$22.1M$29.4M+$7.3M2026-11-04
State of New Jersey Common Pension Fund D
DECREASED168,999170,128-1,129-1%$27.5M$27.7M+$195.8K2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED165,661197,045-31,384-16%$31.9M$27.2M-$4.7M2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED165,477167,139-1,662-1%$27.1M$27.2M+$101.6K2026-10-19
Achmea Investment Management B.V.
INCREASED160,942103,150+57,792+56%$16.7M$26.4M+$9.7M2026-10-30
Meyer Handelman Co
DECREASED155,797161,686-5,889-4%$26.2M$25.6M-$604.5K2026-10-28
Kestra Advisory Services, LLC
INCREASED155,408154,116+1,292+1%$25.0M$25.5M+$557.3K2026-11-02
Mn Services Vermogensbeheer B.V.
UNCHANGED153,492153,49200%$24.9M$25.2K-$24.8M2026-10-08
OFI Invest Asset Management
DECREASED152,830186,545-33,715-18%$26.4M$22.1M-$4.3M2026-11-06
Arbejdsmarkedets Tillaegspension
NEW152,600—+152,600——$25.0M—2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED151,473141,109+10,364+7%$22.8M$24.9M+$2.0M2026-11-06
Willis Investment Counsel
INCREASED151,052146,840+4,212+3%$23.8M$24.8M+$1.0M2026-10-20
Nisa Investment Advisors, LLC
INCREASED148,283146,318+1,965+1%$23.7M$24.3M+$650.3K2026-10-20
Czech National Bank
DECREASED148,179148,458-2790%$24.0M$24.3M+$286.7K2026-10-13
State of Michigan Retirement System
DECREASED146,605150,505-3,900-3%$24.4M$24.1M-$303.1K2026-10-27
LBP AM SA
INCREASED145,32485,135+60,189+71%$13.8M$23.9M+$10.1M2026-11-06
Arizona State Retirement System
DECREASED144,759146,149-1,390-1%$23.7M$23.8M+$99.2K2026-11-03
Wilkins Investment Counsel Inc
DECREASED140,083141,274-1,191-1%$22.9M$23.0M+$121.0K2026-11-03
Corundum Group, Inc.
INCREASED138,47699,383+39,093+39%$16.1M$22.7M+$6.6M2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED125,907125,118+789+1%$20.3M$20.7K-$20.2M2026-11-02
IFM Investors Pty Ltd
INCREASED123,496122,896+600+0%$19.9M$20.3M+$373.8K2026-10-14
CIBC Asset Management Inc
DECREASED122,478123,410-932-1%$20.0M$20.1M+$123.5K2026-11-05
Nykredit A/S
INCREASED122,072119,755+2,317+2%$19.4M$20.0M+$648.6K2026-11-06
Daymark Wealth Partners, LLC
INCREASED118,094116,443+1,651+1%$18.9M$19.4M+$531.9K2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED113,941115,200-1,259-1%$18.7M$18.7M+$51.4K2026-11-03
Savant Capital, LLC
INCREASED110,45367,402+43,051+64%$10.9M$18.1M+$7.2M2026-11-06
D.A. Davidson & Co.
DECREASED107,564109,718-2,154-2%$17.8M$17.7M-$107.9K2026-10-28
ASR Vermogensbeheer N.V.
INCREASED106,65678,122+28,534+37%$12.6M$17.5M+$4.9M2026-10-16
Xponance LLC
INCREASED105,950101,003+4,947+5%$16.4M$17.4M+$1.0M2026-11-03
Tctc Holdings, LLC
UNCHANGED104,831104,83100%$17.0M$17.2M+$234.8K2026-11-02
Neos Investment Management LLC
INCREASED97,22585,967+11,258+13%$13.9M$16.0M+$2.0M2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED95,91199,916-4,005-4%$16.2M$15.8M-$420.6K2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
INCREASED95,12458,869+36,255+62%$9.5M$15.6K-$9.5M2026-10-22
Rakuten Investment Management, Inc.
INCREASED92,94685,604+7,342+9%$13.9M$15.7M+$1.8M2026-10-30
Summit Financial Wealth Advisors, LLC
DECREASED92,70395,972-3,269-3%$15.5M$15.2M-$321.7K2026-10-15
Allied Investment Advisors, LLC
INCREASED92,59990,579+2,020+2%$14.7M$15.2M+$534.5K2026-10-13
Amalgamated Bank
DECREASED90,07593,671-3,596-4%$15.2M$14.8K-$15.2M2026-10-23
Palisade Asset Management, LLC
DECREASED83,85587,241-3,386-4%$14.1M$13.8M-$360.4K2026-11-03
Assetmark, Inc
INCREASED78,87573,904+4,971+7%$12.0M$12.9M+$981.6K2026-10-21
OP Asset Management Ltd
INCREASED78,59958,658+19,941+34%$9.5M$12.9M+$3.4M2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED76,20048,076+28,124+59%$7.8M$12.5M+$4.7M2026-10-20
Wedge Capital Management L L P
DECREASED73,23884,873-11,635-14%$13.7M$12.0M-$1.7M2026-10-13
Strong Tower Advisory Services
DECREASED71,97372,570-597-1%$11.7M$11.8M+$64.6K2026-10-13
New York Life Investment Management LLC
DECREASED71,64272,567-925-1%$11.7M$11.8M+$10.7K2026-11-04
Knights of Columbus Asset Advisors LLC
INCREASED71,01370,541+472+1%$11.4M$11.7M+$235.5K2026-11-05
SilverOak Wealth Management LLC
DECREASED70,98274,987-4,005-5%$12.1M$11.7M-$489.5K2026-10-29
Aberdeen Group plc
DECREASED70,21073,935-3,725-5%$12.0M$11.5M-$445.8K2026-11-06
Salem Investment Counselors Inc
INCREASED69,55968,650+909+1%$11.1M$11.4M+$302.9K2026-10-13
J.P. Marvel Investment Advisors, LLC
INCREASED68,79268,565+227+0%$11.1M$11.3M+$190.8K2026-11-02
UniSuper Management Pty Ltd
INCREASED65,47658,276+7,200+12%$9.4M$10.7M+$1.3M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED63,40764,161-754-1%$10.4M$10.4M+$20.0K2026-10-30
Choreo, LLC
DECREASED62,71662,807-910%$10.2M$10.3M+$125.7K2026-10-28
MacKenzie Financial Corp
INCREASED62,70859,411+3,297+6%$9.6M$10.3M+$674.3K2026-11-02
Generali Asset Management SPA SGR
INCREASED61,06856,061+5,007+9%$9.1M$10.0M+$947.5K2026-10-26
Kanawha Capital Management LLC
DECREASED60,52862,943-2,415-4%$10.2M$9.9M-$255.4K2026-10-19
Capital Investment Advisors, LLC
DECREASED60,11561,043-928-2%$9.9M$9.9M-$15.7K2026-10-22
Yousif Capital Management, LLC
DECREASED57,48657,993-507-1%$9.4M$9.4M+$46.7K2026-10-22
Cardinal Capital Management
INCREASED57,02454,320+2,704+5%$8.8M$9.4M+$565.5K2026-10-21
Harvey Investment Co LLC
DECREASED56,29956,479-1800%$9.1M$9.2K-$9.1M2026-10-20
KBC Group NV
DECREASED56,05558,709-2,654-5%$9.5M$9.2K-$9.5M2026-10-22
CX Institutional
INCREASED55,7814,770+51,011+1069%$772$9.2K+$8.4K2026-10-02
Focus Financial Network, Inc.
DECREASED55,47055,567-970%$9.0M$9.1M+$108.5K2026-10-14
Cypress Capital Group
INCREASED55,42153,004+2,417+5%$8.6M$9.1M+$515.5K2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED54,72257,822-3,100-5%$9.4M$9.0M-$379.3K2026-10-23
Clark & Stuart, Inc
DECREASED54,08754,265-1780%$8.8M$8.9M+$92.3K2026-10-14
Griffin Asset Management, Inc.
DECREASED53,91754,032-1150%$8.7M$8.9M+$102.2K2026-10-22
Mutual of America Capital Management LLC
DECREASED52,80453,797-993-2%$8.7M$8.7M-$42.5K2026-10-23
ASO Group Ltd
DECREASED52,76553,150-385-1%$8.6M$8.7K-$8.6M2026-11-05
State of Alaska, Department of Revenue
DECREASED48,85451,104-2,250-4%$8.3M$8.0K-$8.3M2026-10-15
Welch & Forbes LLC
DECREASED48,58449,456-872-2%$8.0M$8.0M-$32.4K2026-11-04
Auto-Owners Insurance Co
DECREASED47,99058,790-10,800-18%$9.5M$7.9M-$1.6M2026-10-15
SteelPeak Wealth, LLC
INCREASED47,7823,599+44,183+1228%$582.6K$7.8M+$7.3M2026-10-16
Royal Fund Management, LLC
DECREASED46,20446,778-574-1%$7.6M$7.6M+$10.6K2026-10-22
Woodstock Corp
INCREASED45,28644,726+560+1%$7.2M$7.4M+$192.1K2026-10-13
Cohen Capital Management, Inc.
DECREASED44,34744,767-420-1%$7.2M$7.3M+$31.3K2026-10-14
Principle Wealth Partners LLC
DECREASED44,06444,403-339-1%$7.2M$7.2M+$43.9K2026-11-02
AIA Group Ltd
DECREASED44,06175,767-31,706-42%$12.3M$7.2M-$5.0M2026-10-30
Wealth Architects, LLC
INCREASED43,83027,267+16,563+61%$4.4M$7.2M+$2.8M2026-11-03
Atria Investments, Inc
INCREASED43,26732,086+11,181+35%$5.2M$7.1M+$1.9M2026-10-15
Inspire Trust Co, N.A.
DECREASED43,00048,000-5,000-10%$7.8M$7.1M-$713.2K2026-11-05
Farther Finance Advisors, LLC
INCREASED42,56223,370+19,192+82%$3.8M$7.0M+$3.2M2026-10-08
Lido Advisors, LLC
DECREASED42,16247,324-5,162-11%$7.7M$6.9M-$741.5K2026-11-04
Sowell Financial Services LLC
INCREASED41,43440,990+444+1%$6.6M$6.8M+$164.7K2026-10-23
Regions Financial Corp
DECREASED41,39043,013-1,623-4%$7.0M$6.8M-$170.1K2026-11-05
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED41,04741,04700%$6.6M$6.7M+$91.9K2026-11-09
Fideuram Asset Management (Ireland) dac
DECREASED40,95543,102-2,147-5%$7.1M$7.4M+$312.5K2026-10-29
ABN Amro Investment Solutions
INCREASED40,89631,551+9,345+30%$5.1M$6.7M+$1.6M2026-10-21
Clifford Swan Investment Counsel LLC
INCREASED40,62140,236+385+1%$6.5M$6.7M+$153.3K2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED40,38640,38600%$6.5M$6.6K-$6.5M2026-10-20
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED40,10040,10000%$6.5M$6.6M+$89.8K2026-11-03
Consolidated Capital Management, LLC
INCREASED39,95939,859+100+0%$6.5M$6.6M+$105.7K2026-10-13
HB Wealth Management, LLC
INCREASED39,46631,943+7,523+24%$5.2M$6.5M+$1.3M2026-10-23
Wesbanco Bank Inc
DECREASED39,29940,610-1,311-3%$6.6M$6.5M-$124.2K2026-11-04
Corundum Trust Company, Inc
UNCHANGED39,28039,28000%$6.4M$6.4M+$88.0K2026-10-29
Gateway Investment Advisers LLC
INCREASED38,69730,353+8,344+27%$4.9M$6.4M+$1.4M2026-10-13
iA Global Asset Management Inc.
INCREASED38,5662,240+36,326+1622%$363.0K$6.3K-$356.7K2026-10-29
Victrix Investment Advisors
INCREASED38,14736,697+1,450+4%$5.9M$6.3M+$320.3K2026-10-13
Kerusso Capital Management LLC
INCREASED37,25133,786+3,465+10%$5.5M$6.1M+$644.5K2026-10-27
Nicollet Investment Management, Inc.
DECREASED37,02638,130-1,104-3%$6.2M$6.1K-$6.2M2026-10-14
Machina Capital S.A.S.
INCREASED36,30330,487+5,816+19%$4.9M$6.0M+$1.0M2026-11-05
Fisher Funds Management LTD
INCREASED35,73626,736+9,000+34%$4.3M$5.9M+$1.5M2026-10-13
LEE Danner & Bass Inc
DECREASED35,44535,820-375-1%$5.8M$5.8M+$18.7K2026-10-27
Crossmark Global Holdings, Inc.
INCREASED35,30424,900+10,404+42%$4.0M$5.8M+$1.8M2026-10-21
Central Trust Co
DECREASED34,99336,089-1,096-3%$5.8M$5.7M-$99.1K2026-11-05
Perigon Wealth Management, LLC
DECREASED34,20538,390-4,185-11%$6.2M$5.6M-$600.9K2026-10-22
Davenport & Co LLC
INCREASED34,16833,347+821+2%$5.4M$5.6M+$213.2K2026-10-14
AdvisorNet Financial, Inc
INCREASED34,09231,507+2,585+8%$5.1M$5.6M+$505.4K2026-10-15
Radnor Capital Management, LLC
DECREASED33,45234,553-1,101-3%$5.6M$5.5M-$103.3K2026-10-23
Nicholas Company, Inc.
NEW33,400—+33,400——$5.5M—2026-11-05
Leverty Financial Group, LLC
INCREASED33,11018,754+14,356+77%$3.0M$5.4M+$2.4M2026-10-08
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED33,10034,729-1,629-5%$5.6M$5.4M-$189.6K2026-11-03
Toth Financial Advisory Corp
INCREASED32,95832,091+867+3%$5.2M$5.4M+$214.2K2026-10-08
Dmkc Advisory Services, LLC
DECREASED32,86538,701-5,836-15%$6.3M$5.4M-$871.2K2026-11-04
Accredited Investors Inc.
INCREASED32,56829,686+2,882+10%$4.8M$5.3M+$539.6K2026-11-03
Glenview Trust Co
DECREASED32,02633,134-1,108-3%$5.4M$5.3M-$107.7K2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED31,98024,386+7,594+31%$3.9M$5.2M+$1.3M2026-10-26
Poehling Capital Management, Inc.
DECREASED31,93932,104-165-1%$5.2M$5.2M+$44.8K2026-10-20
Allworth Financial LP
INCREASED31,91930,081+1,838+6%$4.9M$5.2M+$297.6K2026-11-06
Cohen Klingenstein LLC
UNCHANGED31,43331,43300%$5.1M$5.2M+$70.4K2026-10-15
Maryland State Retirement & Pension System
INCREASED31,38328,108+3,275+12%$4.6M$5.2M+$600.6K2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED31,10928,987+2,122+7%$4.7M$5.1M+$412.3K2026-11-05
Great Lakes Advisors, LLC
INCREASED31,02130,338+683+2%$4.9M$5.1M+$180.2K2026-11-06
Americana Partners, LLC
INCREASED30,99629,317+1,679+6%$4.7M$5.1M+$341.3K2026-10-28
Monarch Capital Management Inc
DECREASED30,95931,332-373-1%$5.1M$5.1M+$9.0K2026-10-19
First Citizens Bank & Trust Co
DECREASED30,45835,212-4,754-13%$5.7M$5.0M-$701.5K2026-10-14
Tufton Capital Management
DECREASED29,94430,071-1270%$4.9M$4.9K-$4.9M2026-10-20
Blue Trust, Inc.
DECREASED29,72630,401-675-2%$4.9M$4.9M-$42.7K2026-10-15
Prospera Financial Services Inc
INCREASED29,66926,382+3,287+12%$4.3M$5.2M+$901.5K2026-11-04
Raiffeisen Bank International AG
INCREASED29,60111,398+18,203+160%$1.9M$5.0M+$3.1M2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED29,56433,384-3,820-11%$5.4M$4.9M-$552.2K2026-10-13
SBI Securities Co., Ltd.
DECREASED29,53630,110-574-2%$4.9M$4.8M-$26.8K2026-10-22
Merit Financial Group, LLC
INCREASED29,12926,749+2,380+9%$4.3M$4.8M+$450.6K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED29,06534,982-5,917-17%$5.7M$4.8M-$892.9K2026-10-16
Bokf, NA
INCREASED28,94927,826+1,123+4%$4.5M$4.8M+$246.7K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED28,79227,063+1,729+6%$4.3M$4.7M+$364.7K2026-11-04
Clearstead Advisors, LLC
INCREASED28,59727,949+648+2%$4.5M$4.7M+$168.3K2026-11-06
RMR Wealth Builders
INCREASED28,16526,976+1,189+4%$4.4M$4.6M+$255.6K2026-10-22
Anderson Hoagland & Co
UNCHANGED27,69727,69700%$4.5M$4.9M+$378.1K2026-10-23
Hartford Investment Management Co
DECREASED27,64528,802-1,157-4%$4.7M$4.5M-$125.4K2026-11-04
Diversified Trust Co
DECREASED27,03327,982-949-3%$4.5M$4.4M-$93.2K2026-11-06
Larson Financial Group LLC
DECREASED26,90127,576-675-2%$4.5M$4.4M-$49.1K2026-11-05
Uncommon Cents Investing Inc
INCREASED26,55526,535+20+0%$4.3M$4.4M+$62.7K2026-10-20
Inspire Investing, LLC
DECREASED26,34327,486-1,143-4%$4.5M$4.3M-$126.1K2026-10-22
Kintegral Advisory, LLC
INCREASED26,24426,096+148+1%$4.2M$4.3M+$82.8K2026-10-16
New Mexico Educational Retirement Board
UNCHANGED26,19826,19800%$4.2M$4.3K-$4.2M2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED26,15929,502-3,343-11%$4.8M$4.3M-$482.7K2026-10-30
USAdvisors Wealth Management, LLC
DECREASED25,59026,495-905-3%$4.3M$4.2K-$4.3M2026-10-21
J.W. Cole Advisors, Inc.
INCREASED25,45524,517+938+4%$4.0M$4.2M+$208.9K2026-11-05
Lynch & Associates
INCREASED25,40724,819+588+2%$4.0M$4.2M+$152.2K2026-10-13
Louisiana State Employees Retirement System
DECREASED25,40026,700-1,300-5%$4.3M$4.2M-$153.6K2026-10-20
Vise Technologies, Inc.
INCREASED25,39720,897+4,500+22%$3.4M$4.2M+$785.4K2026-10-29
Oppenheimer & Co Inc
INCREASED25,05322,620+2,433+11%$3.7M$4.1M+$450.0K2026-10-26
Strengthening Families & Communities, LLC
INCREASED24,65723,570+1,087+5%$3.8M$4.0M+$231.2K2026-10-21
Great Waters Wealth Management
DECREASED24,39424,404-100%$4.0M$4.0M+$53.0K2026-10-07
Koshinski Asset Management, Inc.
DECREASED24,29024,359-690%$3.9M$4.0M+$43.3K2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED23,95823,716+242+1%$3.8M$3.9M+$92.8K2026-10-20
Apollon Wealth Management, LLC
INCREASED23,91221,808+2,104+10%$3.5M$3.9M+$394.2K2026-10-23
Neville Rodie & Shaw Inc
DECREASED23,85123,901-500%$3.9K$3.9K+$452026-10-05
Brighton Jones LLC
INCREASED23,53311,874+11,659+98%$1.9M$3.9M+$1.9M2026-11-03
QV Investors Inc.
DECREASED23,35023,730-380-2%$3.8M$3.8K-$3.8M2026-10-20
Wealthcare Advisory Partners LLC
DECREASED23,19523,320-125-1%$3.8M$3.8M+$31.8K2026-10-21
Jefferies Financial Group Inc.
DECREASED23,15064,081-40,931-64%$10.4M$3.8M-$6.6M2026-11-05
True Private Wealth Advisors
INCREASED22,91522,661+254+1%$3.7M$3.8M+$92.5K2026-10-19
Baxter Bros Inc
DECREASED22,84123,041-200-1%$3.7M$3.7M+$18.8K2026-11-04
Mitchell & Pahl Private Wealth, LLC
INCREASED22,35521,505+850+4%$3.5M$3.7M+$187.7K2026-10-14
Franklin Street Advisors Inc
NEW22,143—+22,143——$3.6M—2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED21,8124,845+16,967+350%$784.5K$3.6M+$2.8M2026-10-22
Lakeside Advisors, Inc.
DECREASED21,33321,697-364-2%$3.5M$3.5M-$11.2K2026-10-20
Assenagon Asset Management S.A.
DECREASED20,66720,939-272-1%$3.4M$3.4M+$2.3K2026-10-15
Oak Thistle LLC
DECREASED20,63432,511-11,877-37%$5.3M$3.4M-$1.9M2026-10-21
Maia Wealth LLC
INCREASED20,59617,015+3,581+21%$2.8M$3.4M+$626.1K2026-10-19
Whitener Capital Management, Inc.
INCREASED20,44620,427+19+0%$3.3M$3.4M+$48.9K2026-10-15
V-Square Quantitative Management LLC
INCREASED20,38920,021+368+2%$3.2M$3.3M+$105.3K2026-10-15
Midwest Trust Co
DECREASED20,28221,512-1,230-6%$3.5M$3.3M-$153.7K2026-10-22
Argyle Capital Management, LLC
INCREASED20,27820,143+135+1%$3.3M$3.3M+$67.3K2026-10-28
Citizens Financial Group Inc
INCREASED20,21718,890+1,327+7%$3.1M$3.3M+$260.1K2026-10-23
Simplex Trading, LLC
INCREASED20,11616,742+3,374+20%$2.7M$3.3M+$591.3K2026-11-04
UMB Bank, n.a.
DECREASED19,89020,521-631-3%$3.3M$3.3M-$57.6K2026-11-06
Terril Brothers, Inc.
DECREASED19,78719,903-116-1%$3.2M$3.2M+$25.5K2026-11-06
Vest Financial, LLC
DECREASED19,74519,770-250%$3.2M$3.2M+$40.2K2026-10-21
Gamma Investing LLC
INCREASED19,69918,770+929+5%$3.0M$3.2M+$194.6K2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED19,60719,60700%$3.2M$3.2M$02026-10-15
Tokio Marine Asset Management Co LTD
INCREASED19,46518,054+1,411+8%$2.9M$3.2M+$272.1K2026-10-26
Symphony Financial, Ltd. Co.
INCREASED19,2866,645+12,641+190%$1.1M$3.2M+$2.1M2026-10-22
Park National Corp
DECREASED19,03720,467-1,430-7%$3.3M$3.1M-$188.9K2026-10-05
Jacobi Capital Management LLC
INCREASED18,97718,825+152+1%$3.0M$3.1M+$67.1K2026-11-05
Asset Dedication, LLC
DECREASED18,92319,001-780%$3.1M$3.1M+$29.7K2026-11-03
McCollum Christoferson Group LLC
NEW18,723—+18,723——$22.3K—2026-10-13
Cullen T Bankers, Inc.
DECREASED18,59919,006-407-2%$3.1M$3.1M-$24.2K2026-10-28
Shoker Investment Counsel, Inc.
INCREASED18,56018,248+312+2%$3.0M$3.0M+$92.2K2026-11-04
Sippican Capital Advisors
DECREASED18,45518,652-197-1%$3.0M$3.0M+$9.4K2026-10-23
Park Avenue Securities LLC
DECREASED17,80120,263-2,462-12%$3.3M$2.9K-$3.3M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED17,66722,142-4,475-20%$3.6M$2.9M-$684.8K2026-11-06
Optimist Retirement Group LLC
INCREASED17,59417,223+371+2%$2.8M$2.9M+$99.5K2026-10-30
Evergreen Capital Management LLC
INCREASED17,37814,965+2,413+16%$2.4M$2.9M+$429.7K2026-10-23
AlphaCore Capital LLC
INCREASED17,2889,412+7,876+84%$1.5M$2.8M+$1.3M2026-11-04
Gen-Wealth Partners Inc
INCREASED17,25517,088+167+1%$2.8M$2.8M+$65.7K2026-11-04
Greenleaf Trust
INCREASED17,22215,128+2,094+14%$2.4M$2.8M+$377.6K2026-10-29
AlTi Global, Inc.
INCREASED17,08514,559+2,526+17%$2.4M$2.8M+$447.3K2026-11-09
Columbus Macro, LLC
INCREASED16,93116,783+148+1%$2.7M$2.8M+$61.9K2026-10-14
Sigma Planning Corp
DECREASED16,90817,371-463-3%$2.8M$2.8M-$38.4K2026-10-23
Hall Laurie J Trustee
DECREASED16,78317,478-695-4%$2.8M$2.8M-$74.9K2026-10-06
Mather Group, Llc.
DECREASED16,76417,091-327-2%$2.8M$2.8M-$15.4K2026-10-14
CenterBook Partners LP
NEW16,557—+16,557——$2.7M—2026-11-02
Mengis Capital Management, Inc.
DECREASED16,47418,333-1,859-10%$3.0M$2.7M-$264.3K2026-10-13
Summit Investment Advisors, Inc.\KS
INCREASED16,39516,392+3+0%$2.7M$2.7M+$37.2K2026-11-05
Trek Financial, LLC
INCREASED16,29214,632+1,660+11%$2.4M$2.7M+$305.3K2026-10-29
Exchange Traded Concepts, LLC
INCREASED16,2231,331+14,892+1119%$215.5K$2.7M+$2.4M2026-10-28
Roffman Miller Associates Inc
DECREASED16,03517,554-1,519-9%$2.8M$2.6M-$210.0K2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED15,94915,401+548+4%$2.5M$2.6M+$124.5K2026-10-20
North Dakota State Investment Board
INCREASED15,93315,857+76+0%$2.6M$2.6M+$48.0K2026-10-27
Wedbush Securities Inc
DECREASED15,75515,855-100-1%$2.6M$2.6K-$2.6M2026-10-22
Old National Bancorp
DECREASED15,69516,319-624-4%$2.6M$2.6M-$65.9K2026-10-20
Legacy Wealth Asset Management, LLC
DECREASED15,65815,779-121-1%$2.6M$2.6M+$15.5K2026-10-09
Forvis Mazars Wealth Advisors, LLC
INCREASED15,61715,239+378+2%$2.5M$2.6M+$96.2K2026-10-13
KCM Investment Advisors LLC
DECREASED15,55616,193-637-4%$2.6M$2.6M-$68.3K2026-10-27
Boston Trust Walden Corp
DECREASED15,33215,629-297-2%$2.5M$2.5M-$13.7K2026-10-30
AGP Franklin, LLC
INCREASED15,28914,964+325+2%$2.4M$2.5M+$86.9K2026-11-04
DSG Capital Advisors, LLC
DECREASED15,22715,292-650%$2.4M$2.5M+$105.1K2026-11-05
Heritage Investors Management Corp
DECREASED14,84221,145-6,303-30%$3.4M$2.4K-$3.4M2026-10-29
Farmers & Merchants Investments Inc
DECREASED14,83215,232-400-3%$2.5M$2.4M-$31.5K2026-10-22
Physicians Financial Services, Inc.
DECREASED14,60514,663-580%$2.4M$2.4K-$2.4M2026-11-04
Massachusetts Wealth Management
DECREASED14,57315,473-900-6%$2.5M$2.4M-$113.1K2026-10-21
Caldwell Trust Co
INCREASED14,50814,485+23+0%$2.3M$2.4M+$36.2K2026-10-30
Fulcrum Asset Management LLP
NEW14,462—+14,462——$2.4M—2026-11-04
Biltmore Family Office, LLC
INCREASED14,45514,430+25+0%$2.3M$2.4M+$36.4K2026-11-03
Patten & Patten Inc
DECREASED14,40915,237-828-5%$2.5M$2.4M-$101.8K2026-10-26
CoreCap Advisors, LLC
INCREASED14,40814,317+91+1%$2.3M$2.4M+$47.2K2026-10-08
Altman Advisors, Inc.
DECREASED14,19814,239-410%$2.3M$2.3M+$25.2K2026-11-05
Penobscot Investment Management Company, Inc.
UNCHANGED13,95713,95700%$2.3M$2.3M+$31.3K2026-10-26
Brookstone Capital Management
INCREASED13,93812,612+1,326+11%$2.0M$2.3M+$246.0K2026-10-22
Financial Perspectives, Inc
UNCHANGED13,92713,92700%$2.3M$2.3M+$31.2K2026-11-03
Rossmore Private Capital
UNCHANGED13,88613,88600%$2.2M$2.3M+$31.1K2026-10-27
Plato Investment Management Ltd
INCREASED13,8202,882+10,938+380%$463.9K$2.3M+$1.8M2026-11-05
InvesTrust
DECREASED13,81916,289-2,470-15%$2.6M$2.3M-$369.0K2026-10-14
Nichols & Pratt Advisers LLP
DECREASED13,78014,030-250-2%$2.3M$2.2M-$25.2K2026-10-13
Columbia Asset Management
INCREASED13,72213,677+45+0%$2.2M$2.3M+$38.0K2026-10-19
Parallel Advisors, LLC
INCREASED13,68413,526+158+1%$2.2M$2.2M+$56.2K2026-11-03
First Horizon Corp
DECREASED13,56614,052-486-3%$2.3M$2.2M-$48.3K2026-10-26
Naples Global Advisors, LLC
DECREASED13,45113,475-240%$2.2M$2.2M+$26.2K2026-11-05
Alps Advisors Inc
DECREASED13,44119,339-5,898-30%$3.1M$2.2M-$924.8K2026-11-03
Securian Asset Management, Inc
DECREASED13,39613,860-464-3%$2.2M$2.2M-$16.4K2026-11-06
Capital Management Associates, Inc
UNCHANGED13,24413,24400%$2.1M$2.2M+$29.7K2026-10-20
Dana Investment Advisors, Inc.
UNCHANGED13,13813,13800%$2.1M$2.2M+$29.4K2026-11-06
Culbertson A N & Co Inc
DECREASED13,11413,576-462-3%$2.2M$2.2M-$45.4K2026-10-21
Canandaigua National Bank & Trust Co
DECREASED13,07713,257-180-1%$2.1M$2.1M+$1492026-10-07
Eastern Bank
DECREASED13,05713,165-108-1%$2.1M$2.1M+$11.8K2026-10-05
Courier Capital LLC
INCREASED13,03512,215+820+7%$2.0M$2.1M+$162.0K2026-10-19
Mill Capital Management, LLC
UNCHANGED13,03513,03500%$2.1M$2.1M+$29.2K2026-10-26
Trust Co of Vermont
INCREASED12,97412,094+880+7%$2.0M$2.1M+$171.5K2026-10-21
Modera Wealth Management, LLC
INCREASED12,94310,817+2,126+20%$1.8M$2.1M+$373.1K2026-10-28
Busey Bank
INCREASED12,87712,874+3+0%$2.1M$2.1M+$29.3K2026-10-26
AGF Management LTD
DECREASED12,84820,739-7,891-38%$3.4M$2.1M-$1.2M2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED12,8206,000+6,820+114%$971.5K$2.1M+$1.1M2026-10-08
Manske Wealth Management
DECREASED12,77013,185-415-3%$2.1M$2.1M-$38.6K2026-10-26
Northern Financial Advisors Inc
INCREASED12,75412,606+148+1%$2.0M$2.1M+$52.5K2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED12,73812,608+130+1%$2.0M$2.1M+$49.6K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED12,71612,563+153+1%$2.0M$2.1M+$53.3K2026-11-03
First National Trust Co
DECREASED12,65712,835-178-1%$2.1M$2.1M-$4682026-10-28
Regents Gate Capital LLP
NEW12,484—+12,484——$2.0M—2026-11-03
Bahl & Gaynor LLC
INCREASED12,36512,022+343+3%$1.9M$2.0M+$83.2K2026-11-05
TD Waterhouse Canada Inc.
DECREASED12,22612,479-253-2%$2.0M$2.0M-$3.4K2026-10-16
Chicago Trust Co NA
DECREASED12,14612,444-298-2%$2.0M$2.0M-$21.0K2026-10-28
MGO One Seven LLC
DECREASED12,09112,523-432-3%$2.0M$2.0M-$42.9K2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED12,08311,965+118+1%$1.9M$2.0M+$46.2K2026-10-22
Ritholtz Wealth Management
INCREASED12,04910,787+1,262+12%$1.7M$2.0M+$231.4K2026-11-05
Bayban
UNCHANGED12,03012,03000%$1.9M$1.9M$02026-11-05
MCF Advisors LLC
INCREASED11,92711,870+57+0%$1.9M$2.0M+$35.9K2026-10-28
Compton Wealth Advisory Group, LLC
DECREASED11,84415,602-3,758-24%$2.5M$1.9M-$564.9K2026-10-13
Wynn Capital, LLC
INCREASED11,81811,763+55+0%$1.9M$1.9M+$35.4K2026-10-13
Inman Jager Wealth Management, LLC
INCREASED11,58011,520+60+1%$1.9M$1.9M+$35.7K2026-11-05
Romano Brothers and Company
DECREASED11,57011,820-250-2%$1.9M$1.9M-$14.6K2026-10-22
Armstrong Henry H Associates Inc
UNCHANGED11,50011,50000%$1.9M$1.9M+$25.8K2026-10-07
Burney Co/
DECREASED11,46811,470-20%$1.9M$1.9M+$25.5K2026-10-15
RIA Advisory Group LLC
DECREASED11,46311,656-193-2%$1.9M$1.9M-$5.6K2026-10-15
Sky Investment Group LLC
NEW11,403—+11,403——$1.9M—2026-10-30
Moors & Cabot, Inc.
INCREASED11,39711,003+394+4%$1.8M$1.9M+$89.2K2026-11-06
Fairfield Financial Advisors, LTD
INCREASED11,31310,543+770+7%$1.7M$1.9M+$150.1K2026-10-14
Vontobel Holding Ltd.
DECREASED11,26023,090-11,830-51%$3.7M$1.8M-$1.9M2026-10-16
Kentucky Trust Co
DECREASED11,18311,448-265-2%$1.9M$1.8M-$17.9K2026-10-15
Fisher Asset Management, LLC
INCREASED11,16410,936+228+2%$1.8M$1.8M+$61.9K2026-11-06
Axxcess Wealth Management, LLC
INCREASED11,1384,079+7,059+173%$660.5K$1.8M+$1.2M2026-10-21
Associated Banc-Corp
INCREASED11,13311,099+34+0%$1.8M$1.8M+$30.4K2026-10-30
Signaturefd, LLC
INCREASED11,1159,261+1,854+20%$1.5M$1.8M+$325.2K2026-10-23
Home Federal Bank of Tennessee
DECREASED11,10211,117-150%$1.8M$1.8M+$22.4K2026-10-15
ZWJ Investment Counsel Inc
INCREASED11,08610,091+995+10%$1.6M$1.8M+$185.9K2026-10-15
RFG Advisory, LLC
INCREASED11,07310,908+165+2%$1.8M$1.8M+$51.6K2026-11-03
Delta Capital Management LLC
INCREASED10,9608,930+2,030+23%$1.4K$1.8K+$3532026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED10,94110,732+209+2%$1.7M$1.8M+$58.3K2026-10-05
Quadrant Capital Group LLC
DECREASED10,93611,019-83-1%$1.8M$1.8M-$4.0K2026-10-20
Ethic Inc.
INCREASED10,8968,568+2,328+27%$1.4M$1.8M+$401.2K2026-11-03
Independent Financial Group, LLC
DECREASED10,88311,117-234-2%$1.8M$1.8M-$13.4K2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW10,855—+10,855——$1.8M—2026-10-15
Carnegie Investment Counsel
DECREASED10,82111,121-300-3%$1.8M$1.8M-$24.3K2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED10,75010,360+390+4%$1.7M$1.8M+$87.2K2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED10,65210,769-117-1%$1.7M$1.7M+$4.9K2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED10,59410,599-50%$1.7M$1.7M+$22.9K2026-10-22
Peddock Capital Advisors, LLC
INCREASED10,57610,517+59+1%$1.7M$1.7M+$33.2K2026-10-16
BayBridge Capital Group, LLC
DECREASED10,55711,713-1,156-10%$1.9M$1.7M-$163.5K2026-10-13
Kornitzer Capital Management Inc
INCREASED10,53510,285+250+2%$1.7M$1.7M+$64.1K2026-11-03
Mission Wealth Management, LP
DECREASED10,51112,010-1,499-12%$1.9M$1.7M-$219.1K2026-10-15
TCI Wealth Advisors, Inc.
INCREASED10,4707,938+2,532+32%$1.3M$1.7M+$433.4K2026-10-30
Guardian Wealth Management, Inc.
DECREASED10,42611,069-643-6%$1.8M$1.7M-$80.7K2026-10-30
Waters Parkerson & Co., LLC
DECREASED10,35410,835-481-4%$1.8M$1.7M-$54.7K2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED10,25810,016+242+2%$1.6M$1.7M+$62.2K2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED10,21914,355-4,136-29%$2.3M$1.7M-$646.8K2026-11-03
Venture Visionary Partners LLC
INCREASED10,18010,070+110+1%$1.6M$1.7M+$40.6K2026-10-07
Mirador Capital Partners LP
INCREASED10,1019,978+123+1%$1.6M$1.7M+$42.6K2026-10-09
Cherry Creek Investment Advisors, Inc.
DECREASED10,10110,111-100%$1.6M$1.7M+$21.1K2026-10-14
Crestwood Advisors Group, LLC
INCREASED9,9739,835+138+1%$1.6M$1.6M+$44.7K2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED9,8859,88500%$1.6M$1.6M+$22.1K2026-11-02
Edmp, Inc.
DECREASED9,8289,874-460%$1.6M$1.6M+$14.6K2026-10-22
Tema Etfs LLC
INCREASED9,7719,597+174+2%$1.6M$1.6M+$50.1K2026-10-16
Nixon Peabody Trust Co
INCREASED9,6769,151+525+6%$1.5M$1.6M+$106.7K2026-10-23
CMH Wealth Management LLC
DECREASED9,67510,925-1,250-11%$1.8M$1.6M-$180.7K2026-10-22
Diversify Advisory Services, LLC
INCREASED9,6349,159+475+5%$1.6M$1.6M-$39.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,6349,159+475+5%$1.6M$1.6M-$39.7K2026-10-20
Cornerstone Planning, LLC
INCREASED9,6069,541+65+1%$1.5M$1.6M+$17.1K2026-10-27
Compound Planning, Inc.
INCREASED9,5059,215+290+3%$1.5M$1.6M+$68.3K2026-11-05
Alliance Private Wealth, LLC
DECREASED9,43210,742-1,310-12%$1.7M$1.5M-$191.0K2026-10-20
Zega Investments, LLC
DECREASED9,4249,474-50-1%$1.5M$1.5M+$13.0K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED9,4098,854+555+6%$1.4M$1.5M+$106.3K2026-10-13
Wealth Group Ltd
INCREASED9,4037,077+2,326+33%$1.1M$1.5M+$376.4K2026-10-07
BAR Harbor Wealth Management
INCREASED9,3499,220+129+1%$1.5M$1.5M+$41.8K2026-10-21
Chicago Partners Investment Group LLC
INCREASED9,3427,653+1,689+22%$1.3M$1.6M+$322.6K2026-10-27
Excalibur Management Corp
DECREASED9,2459,251-60%$1.5M$1.5M+$19.7K2026-11-02
Ascent Wealth Partners, LLC
INCREASED9,2379,186+51+1%$1.5M$1.5M+$28.9K2026-10-23
Brown, Lisle Ings, Inc.
DECREASED9,2329,829-597-6%$1.6M$1.5M-$76.0K2026-10-16
Nuance Investments, LLC
DECREASED9,07020,612-11,542-56%$3.3M$1.5M-$1.8M2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED9,0529,236-184-2%$1.5M$1.5M-$9.6K2026-10-29
MSH Capital Advisors LLC
INCREASED9,0449,019+25+0%$1.5M$1.5M+$24.3K2026-11-03
Deseret Mutual Benefit Administrators
DECREASED9,0049,414-410-4%$1.5M$1.5M-$46.2K2026-11-04
NBT Bank, N.A.
DECREASED8,9539,109-156-2%$1.5M$1.5M-$5.1K2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
DECREASED8,90110,041-1,140-11%$1.6M$1.5M-$166.4K2026-10-29
Applied Capital LLC
DECREASED8,8538,878-250%$1.4M$1.5M+$15.8K2026-10-07
Focused Wealth Management, Inc
INCREASED8,7508,446+304+4%$1.4M$1.4M+$68.9K2026-10-30
Westhampton Capital, LLC
DECREASED8,6629,262-600-6%$1.5M$1.4M-$77.7K2026-10-30
Laurel Wealth Advisors LLC
DECREASED8,6548,824-170-2%$1.4M$1.4M-$8.1K2026-10-27
Zions Bancorporation, National Association
INCREASED8,5227,786+736+9%$1.3M$1.4M+$138.3K2026-11-06
Ascent Group, LLC
DECREASED8,4468,499-53-1%$1.4M$1.4M+$10.4K2026-10-30
Wellington Grp LLC
INCREASED8,4435,335+3,108+58%$863.8K$1.4M+$522.1K2026-11-06
Ascentis Independent Advisors
NEW8,435—+8,435——$1.4M—2026-11-03
DT Investment Partners, LLC
UNCHANGED8,4168,41600%$1.4M$1.4M+$18.9K2026-10-27
Northeast Investment Management
UNCHANGED8,4138,41300%$1.4M$1.4M+$18.8K2026-10-30
HUB Investment Partners, LLC
INCREASED8,4106,903+1,507+22%$1.1M$1.4M+$262.8K2026-11-03
LS Investment Advisors, LLC
UNCHANGED8,4008,40000%$1.4M$1.4M+$18.8K2026-10-13
Valeo Financial Advisors, LLC
INCREASED8,3697,815+554+7%$1.3M$1.4M+$108.4K2026-10-08
Profund Advisors LLC
DECREASED8,2688,959-691-8%$1.5M$1.4M-$93.4K2026-10-29
Wiregrass Investment Management LLC
INCREASED8,2638,202+61+1%$1.3M$1.4M+$28.5K2026-11-05
Avantax Planning Partners, Inc.
DECREASED8,2268,556-330-4%$1.4M$1.4M-$35.0K2026-11-03
Neumann Capital Management, LLC
NEW8,161—+8,161——$1.3M—2026-10-15
Wendell David Associates Inc
DECREASED8,1538,453-300-4%$1.4M$1.3K-$1.4M2026-10-27
Accurate Wealth Management, LLC
INCREASED8,1497,928+221+3%$1.2M$1.3M+$77.6K2026-10-20
Parcion Private Wealth LLC
INCREASED8,1407,021+1,119+16%$1.1M$1.3M+$199.4K2026-10-28
Curbstone Financial Management Corp
INCREASED8,0967,896+200+3%$1.3M$1.3M+$50.5K2026-10-21
Diligent Investors, LLC
DECREASED8,0878,108-210%$1.3M$1.3M+$14.8K2026-10-21
Harbor Capital Advisors, Inc.
INCREASED8,0708,035+35+0%$1.3M$1.3K-$1.3M2026-10-22
Integrated Advisors Network LLC
DECREASED8,0568,082-260%$1.3M$1.3M+$13.8K2026-10-20
Birchwood Financial Partners, Inc.
UNCHANGED8,0088,00800%$1.3M$1.3M+$17.9K2026-11-02
Affiance Financial, LLC
DECREASED7,98510,082-2,097-21%$1.6M$1.3M-$321.6K2026-10-15
Cornerstone Wealth Management, LLC
INCREASED7,9757,803+172+2%$1.3M$1.3M+$45.7K2026-11-04
Wedmont Private Capital
INCREASED7,9575,203+2,754+53%$819.6K$1.3M+$482.0K2026-10-09
Winter & Associates, Inc.
DECREASED7,9027,952-50-1%$1.3M$1.4M+$66.7K2026-10-23
Ipswich Investment Management Co., Inc.
UNCHANGED7,9017,90100%$1.3M$1.3M+$17.7K2026-10-13
Private Trust Co NA
DECREASED7,8587,895-370%$1.3M$1.3M+$11.6K2026-10-20
Advisors Management Group Inc
INCREASED7,8247,752+72+1%$1.3M$1.3K-$1.3M2026-11-05
Bellwether Advisors, LLC
NEW7,806—+7,806——$1.3M—2026-11-09
Independence Bank of Kentucky
DECREASED7,7558,155-400-5%$1.3M$1.3M-$47.4K2026-10-26
Mystic Asset Management, Inc.
DECREASED7,7107,810-100-1%$1.3M$1.3M+$1.1K2026-10-15
Parthenon LLC
INCREASED7,6917,661+30+0%$1.2M$1.3M+$22.1K2026-10-22
Diversified Enterprises, LLC
INCREASED7,6826,870+812+12%$1.1M$1.3M+$148.7K2026-10-19
Allegheny Financial Group
INCREASED7,6797,652+27+0%$1.2M$1.3M+$21.6K2026-11-05
Nicholas Wealth, Llc.
INCREASED7,6387,635+3+0%$1.2M$1.3M+$17.5K2026-10-26
Asahi Life Asset Management Co., Ltd.
INCREASED7,5867,546+40+1%$1.2M$1.2M+$23.5K2026-11-06
Fulton Bank, N.A.
INCREASED7,5677,203+364+5%$1.2M$1.2M+$75.9K2026-10-14
Range Financial Group LLC
DECREASED7,5677,632-65-1%$1.2M$1.2M+$6.5K2026-10-21
Center for Financial Planning, Inc.
INCREASED7,5577,407+150+2%$1.2M$1.2M+$41.2K2026-10-26
Nations Financial Group Inc,
INCREASED7,5427,449+93+1%$1.2M$1.2M+$32.0K2026-11-05
Ticino Wealth
INCREASED7,4927,025+467+7%$1.1M$1.2M+$92.4K2026-10-13
Generali Investments, Management Co LLC
INCREASED7,4616,943+518+7%$1.1M$1.2M+$100.6K2026-10-19
Ledyard National Bank
DECREASED7,4508,072-622-8%$1.3M$1.2M-$84.0K2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED7,42517,260-9,835-57%$2.8M$1.2K-$2.8M2026-11-04
Guyasuta Investment Advisors Inc
UNCHANGED7,3597,35900%$1.2M$1.2M+$16.5K2026-10-15
Sentry LLC
DECREASED7,3157,882-567-7%$1.3M$1.2M-$75.5K2026-10-30
Carret Asset Management, LLC
DECREASED7,2987,348-50-1%$1.2M$1.2M+$8.3K2026-11-04
Bell Bank
DECREASED7,2547,256-20%$1.2M$1.2M+$15.9K2026-10-21
Luken Investment Analytics, LLC
UNCHANGED7,2447,24400%$1.2M$1.2M+$16.2K2026-11-06
Trust Co of Toledo NA
DECREASED7,2127,482-270-4%$1.2M$1.2M-$27.6K2026-10-16
Everett Harris & Co
INCREASED7,1716,971+200+3%$1.1M$1.2M+$48.4K2026-10-28
Apella Capital, LLC
INCREASED7,1525,640+1,512+27%$891.2K$1.2M+$268.3K2026-10-08
King Luther Capital Management Corp
DECREASED7,1077,337-230-3%$1.2M$1.2M-$21.3K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED7,0966,852+244+4%$1.1M$1.2M+$55.4K2026-10-16
Pavion Blue Capital, LLC
UNCHANGED7,0847,08400%$1.2M$1.2M-$16.5K2026-11-05
Todd Asset Management LLC
UNCHANGED7,0757,07500%$1.1M$1.2M+$15.8K2026-10-27
Krilogy Financial LLC
INCREASED7,0034,908+2,095+43%$794.7K$1.1M+$332.1K2026-10-13
Silverleafe Capital Partners, LLC
UNCHANGED7,0007,00000%$1.1M$1.1M+$15.7K2026-10-02
Ridgewood Investments LLC
DECREASED6,9777,512-535-7%$1.2M$1.1M-$71.0K2026-10-05
Dynamic Advisor Solutions LLC
INCREASED6,9166,826+90+1%$1.1M$1.1M+$30.1K2026-10-13
United Advisor Group, LLC
INCREASED6,8976,843+54+1%$1.1M$1.1M+$24.1K2026-11-03
Sagespring Wealth Partners, LLC
INCREASED6,7516,234+517+8%$1.0M$1.1M+$98.9K2026-10-22
CWA Asset Management Group, LLC
INCREASED6,7396,588+151+2%$1.1M$1.1M+$39.6K2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED6,7076,700+7+0%$1.1M$1.1M+$16.2K2026-10-08
Natural Investments, LLC
DECREASED6,7007,976-1,276-16%$1.3M$1.1M-$191.3K2026-11-06
Genesee Capital Advisors, LLC
INCREASED6,7006,689+11+0%$1.1M$1.1M+$16.7K2026-10-20
IFP Advisors, Inc
INCREASED6,6616,343+318+5%$1.0M$1.1M+$66.4K2026-10-16
Montag A & Associates Inc
INCREASED6,6386,635+3+0%$1.1M$1.1M+$15.4K2026-10-29
American National Bank & Trust
INCREASED6,6326,531+101+2%$1.1M$1.1M+$31.2K2026-10-07
Frank, Rimerman Advisors LLC
INCREASED6,6206,569+51+1%$1.1M$1.1M+$23.1K2026-10-16
Capital Investment Advisory Services, LLC
DECREASED6,5946,715-121-2%$1.1M$1.1M-$4.5K2026-10-30
LVM Capital Management LTD
UNCHANGED6,5846,58400%$1.1K$1.1M+$1.1M2026-10-20
Sage Capital Advisors,llc
UNCHANGED6,5806,58000%$1.1M$1.1M+$14.7K2026-10-13
Jones Kertz & Associates, Inc.
UNCHANGED6,5626,56200%$1.1M$1.1M+$14.7K2026-10-28
Phoenix Financial Ltd.
INCREASED6,5285,839+689+12%$945.4K$1.1M+$126.2K2026-11-09
HBK Sorce Advisory LLC
DECREASED6,5056,708-203-3%$1.2M$1.2M-$802026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED6,4646,462+2+0%$1.0M$1.1M+$14.7K2026-10-15
Allen Investment Management, LLC
UNCHANGED6,4546,45400%$1.0M$1.1M+$14.5K2026-11-03
Pinnacle Associates LTD
DECREASED6,4126,513-101-2%$1.1M$1.1M-$1.9K2026-10-20
Meridian Wealth Management, LLC
DECREASED6,3956,397-20%$1.0M$1.0M+$14.0K2026-11-05
Verdence Capital Advisors LLC
INCREASED6,3773,896+2,481+64%$630.7K$1.0M+$416.1K2026-10-26
William Allan Corp
DECREASED6,3746,607-233-4%$1.1M$1.0M-$23.4K2026-10-14
Imc-Chicago, LLC
DECREASED6,37056,352-49,982-89%$9.1M$1.0M-$8.1M2026-11-05
International Assets Investment Management, LLC
DECREASED6,3476,707-360-5%$1.1M$1.0M-$38.6K2026-11-02
Rockland Trust Co
DECREASED6,3366,378-42-1%$1.0M$1.0M+$7.4K2026-10-05
Dumont & Blake Investment Advisors LLC
INCREASED6,3226,272+50+1%$1.0M$1.0M+$22.3K2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED6,2896,288+1+0%$1.0M$1.0M+$14.3K2026-10-30
Howland Capital Management LLC
DECREASED6,2516,262-110%$1.0M$1.0M+$12.2K2026-10-22
Summit Wealth Group LLC / Co
INCREASED6,1993,865+2,334+60%$625.8K$1.0M+$391.7K2026-10-29
Parkside Financial Bank & Trust
DECREASED6,1076,136-290%$993.5K$1.0M+$9.0K2026-10-27
MBL Wealth, LLC
INCREASED6,0674,509+1,558+35%$730.1K$995.9K+$265.8K2026-10-22
Washington Trust Bank
DECREASED6,0436,059-160%$981.0K$992.0K+$10.9K2026-11-03
Essex Bank
INCREASED5,9795,973+6+0%$967.1K$981.4K+$14.4K2026-10-16
First Bank & Trust
INCREASED5,9675,169+798+15%$836.9K$979.5K+$142.6K2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED5,9415,940+1+0%$961.8K$975.2K+$13.4K2026-10-15
Capstone Capital Management Ltd
INCREASED5,9384,857+1,081+22%$786.4K$974.7K+$188.3K2026-10-21
TCV Trust & Wealth Management, Inc.
DECREASED5,9265,976-50-1%$967.6K$972.8K+$5.2K2026-10-16
Sapient Capital LLC
DECREASED5,9235,930-70%$960.1K$972.3K+$12.1K2026-10-08
Fruth Investment Management
UNCHANGED5,8905,89000%$953$966+$132026-10-13
BLB&B Advisors, LLC
DECREASED5,8746,891-1,017-15%$1.1M$964.3K-$151.5K2026-10-27
Jnba Financial Advisors
INCREASED5,8195,682+137+2%$920.0K$955.2K+$35.2K2026-11-03
San Luis Wealth Advisors LLC
INCREASED5,8005,793+7+0%$938.0K$952.0K+$14.0K2026-10-27
Nfsg Corp
DECREASED5,7955,992-197-3%$970.2K$951.2K-$19.0K2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED5,7636,113-350-6%$989.8K$946.1K-$43.7K2026-10-13
Fiduciary Family Office, LLC
INCREASED5,7542,703+3,051+113%$437.6K$944.5K+$506.9K2026-11-04
Soltis Investment Advisors LLC
INCREASED5,7474,977+770+15%$805.8K$943.3K+$137.6K2026-10-28
Sterling Capital Management LLC
INCREASED5,7444,780+964+20%$773.9K$942.9K+$168.9K2026-10-22
Cahaba Wealth Management, Inc.
INCREASED5,7435,671+72+1%$918.3K$942.8K+$24.5K2026-10-26
Shrier Wealth Management, LLC
INCREASED5,7425,604+138+2%$907.3K$942.6K+$35.2K2026-10-20
Mitchell Sinkler & Starr
DECREASED5,7145,779-65-1%$935.7K$938.0K+$2.3K2026-10-13
Hummer Financial Advisory Services Inc
UNCHANGED5,7115,71100%$924.7K$937.5K+$12.8K2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED5,7105,377+333+6%$870.6K$937.3K+$66.7K2026-11-05
Aspiriant, LLC
INCREASED5,7093,621+2,088+58%$586.6K$937.2K+$350.7K2026-10-16
Vaughan David Investments LLC
INCREASED5,6575,457+200+4%$883.0K$929-$882.1K2026-11-05
Herold Advisors, Inc.
DECREASED5,6315,761-130-2%$930.0K$924.4K-$5.6K2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED5,6185,590+28+1%$905.0K$922.2K+$17.2K2026-10-22
North Star Investment Management Corp.
DECREASED5,6005,966-366-6%$965.9K$919.2K-$46.7K2026-10-27
First Financial Bank - Trust Division
DECREASED5,5705,935-365-6%$960.9K$914.3K-$46.6K2026-10-01
LVW Advisors, LLC
INCREASED5,5075,394+113+2%$873.3K$904.0K+$30.6K2026-10-19
Saxon Interests, Inc.
INCREASED5,4795,433+46+1%$879.7K$899.4K+$19.7K2026-10-26
Aries Wealth Management
UNCHANGED5,4635,46300%$884.5K$896.8K+$12.2K2026-10-23
Goelzer Investment Management, Inc.
UNCHANGED5,4505,45000%$882.4K$894.6K+$12.2K2026-10-16
Midwest Financial Partners Investments, Inc.
INCREASED5,4414,819+622+13%$780.2K$893.1K+$112.9K2026-10-08
Tritonpoint Wealth, LLC
INCREASED5,4165,336+80+2%$864.0K$889.0K+$25.1K2026-10-19
SVB Wealth LLC
DECREASED5,3705,484-114-2%$888.0K$881.4K-$6.5K2026-11-06
United Asset Strategies, Inc.
INCREASED5,3505,331+19+0%$863.2K$878.2K+$15.0K2026-10-28
Investors Asset Management of Georgia Inc
INCREASED5,3355,312+23+0%$860.1K$875.7K+$15.7K2026-10-20
Trust Point Inc.
DECREASED5,2976,302-1,005-16%$1.0M$869.5K-$150.9K2026-10-27
Bank of Stockton
DECREASED5,2835,560-277-5%$900.2K$867.2K-$33.0K2026-10-20
Vista Investment Partners LLC
INCREASED5,2785,266+12+0%$852.6K$866.3K+$13.7K2026-10-08
Ti-Trust, Inc
UNCHANGED5,2785,27800%$854.6K$866.4K+$11.8K2026-10-21
Bath Savings Trust Co
UNCHANGED5,2505,25000%$850.0K$861.8K+$11.8K2026-10-07
NavPoint Financial, Inc.
UNCHANGED5,2405,24000%$848.4K$860.1K+$11.7K2026-10-21
Florida Trust Wealth Management Co
INCREASED5,2114,724+487+10%$764.9K$855.4K+$90.5K2026-11-05
Schorn Wealth LLC
DECREASED5,2005,434-234-4%$879.8K$853.6K-$26.2K2026-10-14
Joel Isaacson & Co., LLC
DECREASED5,1815,204-230%$842.6K$850.5K+$7.9K2026-11-05
Norden Group LLC
DECREASED5,1665,343-177-3%$865.2K$848.1K-$17.1K2026-10-20
Chicago Capital, LLC
INCREASED5,1605,144+16+0%$832.9K$847.0K+$14.1K2026-10-13
Twin Cities Retirement Group LLC
INCREASED5,1395,128+11+0%$830.3K$843.5K+$13.2K2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED5,1114,821+290+6%$780.5K$838.9K+$58.4K2026-10-27
PDS Planning, Inc
INCREASED5,1015,056+45+1%$818.6K$837.3K+$18.6K2026-11-03
St. Clair Advisors, LLC
UNCHANGED5,0775,07700%$822.0K$833.4K+$11.4K2026-10-13
Natixis
DECREASED5,018162,193-157,175-97%$26.3M$823.7K-$25.4M2026-11-06
Wealth Group, Ltd.
DECREASED4,97314,663-9,690-66%$2.4M$816-$2.4M2026-10-30
Burke & Herbert Bank & Trust Co
DECREASED4,9735,273-300-6%$853.8K$816.3K-$37.4K2026-11-02
Duncker Streett & Co Inc
INCREASED4,9714,970+1+0%$804.6K$816.0K+$11.4K2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED4,9285,424-496-9%$878.2K$808.9K-$69.2K2026-10-23
Everhart Financial Group, Inc.
INCREASED4,9144,772+142+3%$772.6K$806.6K+$34.0K2026-10-08
Birch Hill Investment Advisors LLC
DECREASED4,9135,033-120-2%$814.9K$806.5K-$8.4K2026-10-16
Cigna Investments Inc
DECREASED4,8714,917-46-1%$796.0K$800-$795.2K2026-10-19
Miller Financial Services LLC
UNCHANGED4,8474,84700%$784.8K$795.6K+$10.9K2026-10-20
Acropolis Investment Management, LLC
DECREASED4,8465,016-170-3%$812.1K$795.5K-$16.6K2026-10-08
Canvas Wealth Advisors, LLC
DECREASED4,8065,100-294-6%$825.7K$852.3K+$26.6K2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED4,7854,193+592+14%$678.9K$785.5K+$106.6K2026-10-21
Dorato Capital Management
INCREASED4,7824,755+27+1%$749.0K$775.3K+$26.3K2026-10-08
Aviance Capital Partners, LLC
INCREASED4,7794,763+16+0%$771.2K$784.5K+$13.3K2026-10-29
Strategic Blueprint, LLC
INCREASED4,7294,621+108+2%$748.2K$776.2K+$28.0K2026-10-22
Strategic Advisors LLC
INCREASED4,7184,717+1+0%$763.7K$774.5K+$10.7K2026-10-13
McAdam, LLC
INCREASED4,7064,610+96+2%$746.4K$772.5K+$26.1K2026-10-21
Citizens National Bank Trust Department
UNCHANGED4,7044,70400%$761.6K$772.2K+$10.5K2026-11-04
1834 Investment Advisors Co
UNCHANGED4,6904,69000%$759.4K$769.9K+$10.5K2026-10-16
City State Bank
DECREASED4,6734,801-128-3%$777.3K$767.1K-$10.3K2026-10-20
Level Four Advisory Services, LLC
INCREASED4,6684,454+214+5%$721.3K$766.3K+$45.0K2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED4,6594,637+22+0%$750.7K$764.7K+$14.0K2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED4,6544,798-144-3%$776.8K$763.9K-$12.9K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED4,6213,672+949+26%$594.5K$758.4K+$163.9K2026-11-04
Altfest L J & Co Inc
UNCHANGED4,6214,62100%$748.2K$758.5K+$10.4K2026-10-27
G2 Capital Management, LLC / OH
INCREASED4,6144,611+3+0%$746.6K$757.4K+$10.8K2026-10-23
Atlas Brown,Inc.
INCREASED4,6024,600+2+0%$744.8K$755.4K+$10.6K2026-10-09
Flynn Zito Capital Management, LLC
DECREASED4,5874,708-121-3%$762.2K$752.9K-$9.3K2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED4,5674,959-392-8%$802.9K$749.6K-$53.3K2026-10-15
Equitable Trust Co
DECREASED4,5614,839-278-6%$783.5K$748.7K-$34.8K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED4,5544,377+177+4%$708.7K$747.6K+$38.9K2026-10-16
Kathmere Capital Management, LLC
INCREASED4,5264,135+391+9%$669.4K$743.0K+$73.5K2026-10-20
Angeles Wealth Management, LLC
INCREASED4,5184,461+57+1%$722.3K$741.6K+$19.3K2026-10-26
Legacy Private Trust Co.
DECREASED4,5085,348-840-16%$865.9K$740.0K-$125.9K2026-10-06
Country Trust Bank
UNCHANGED4,5004,50000%$728.6K$738.7K+$10.1K2026-10-30
Cidel Asset Management Inc
UNCHANGED4,4884,48800%$726.7K$736.7K+$10.1K2026-10-29
Private Wealth Partners, LLC
UNCHANGED4,4504,45000%$720.5K$730.5K+$10.0K2026-10-22
Avior Wealth Management, LLC
DECREASED4,4425,359-917-17%$867.6K$729.1K-$138.5K2026-10-13
Baker Avenue Asset Management, LP
INCREASED4,4393,919+520+13%$634.5K$728.7K+$94.2K2026-11-06
Elyxium Wealth, LLC
INCREASED4,4124,399+13+0%$712.2K$724.2K+$12.0K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED4,4034,40300%$712.9K$722.8K+$9.9K2026-10-21
Pflug Koory, LLC
UNCHANGED4,4014,40100%$712.6K$722.4K+$9.9K2026-10-26
Brady Martz Wealth Solutions, LLC
DECREASED4,3644,832-468-10%$782.3K$716.4K-$66.0K2026-11-05
Triangle Securities Wealth Management
UNCHANGED4,3534,35300%$704.8K$714.6K+$9.8K2026-10-14
IFG Advisory, LLC
DECREASED4,3454,416-71-2%$715.0K$713.2K-$1.9K2026-11-09
YHB Investment Advisors, Inc.
UNCHANGED4,3444,34400%$703.4K$713.1K+$9.7K2026-10-08
XML Financial, LLC
DECREASED4,3184,928-610-12%$797.9K$708.8K-$89.1K2026-10-29
StoneRidge PMG Advisors, LLC
NEW4,312—+4,312——$708—2026-11-04
Sterling Financial Planning, Inc.
DECREASED4,3124,368-56-1%$707.3K$707.9K+$5932026-10-28
Trillium Asset Management, LLC
UNCHANGED4,2904,29000%$694.6K$704.2K+$9.6K2026-11-09
Integrity Alliance, Llc.
INCREASED4,2563,547+709+20%$574.4K$698.6K+$124.2K2026-10-29
Texas Bank & Trust Co
INCREASED4,2424,212+30+1%$682.0K$696.3K+$14.4K2026-11-04
Advisory Solutions Group, LLC
NEW4,228—+4,228——$694.1K—2026-10-14
BridgePort Financial Solutions, LLC
INCREASED4,2184,190+28+1%$678.4K$692.5K+$14.0K2026-11-02
Williams Jones Wealth Management, Llc.
INCREASED4,2033,803+400+11%$615.7K$689.9K+$74.2K2026-11-05
Aaron Wealth Advisors LLC
DECREASED4,1875,345-1,158-22%$865.4K$687.3K-$178.1K2026-10-13
Simplicity Wealth,LLC
DECREASED4,1875,198-1,011-19%$841.7K$687.3K-$154.4K2026-10-23
MassMutual Private Wealth & Trust, FSB
DECREASED4,1804,526-346-8%$732.8K$686.1K-$46.7K2026-10-05
Hedges Asset Management LLC
UNCHANGED4,1504,15000%$671.9K$681.2K+$9.3K2026-10-29
Confluence Wealth Services, Inc.
DECREASED4,1494,920-771-16%$796.6K$681.1K-$115.5K2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED4,1184,109+9+0%$665.2K$675.9K+$10.7K2026-10-19
WBI Investments, LLC
NEW4,104—+4,104——$673.6K—2026-11-05
Freestate Advisors LLC
UNCHANGED4,1044,10400%$664.5K$673.7K+$9.2K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED4,1034,084+19+0%$661.3K$673.5K+$12.2K2026-10-23
Cove Private Wealth, LLC
INCREASED4,1013,951+150+4%$639.7K$673.2K+$33.5K2026-10-28
Prota Financial, LLC
DECREASED4,0684,077-90%$652.2K$663.2K+$11.0K2026-10-08
Hunter Associates Investment Management LLC
DECREASED4,0664,341-275-6%$702.0K$668-$701.3K2026-10-26
Charles Schwab Trust Co
INCREASED4,0643,864+200+5%$625.6K$667.1K+$41.5K2026-10-15
Manchester Capital Management LLC
DECREASED4,0534,093-40-1%$662.7K$665.3K+$2.6K2026-10-22
Flagship Harbor Advisors, LLC
DECREASED4,0494,140-91-2%$670.4K$664.7K-$5.7K2026-10-26
Arrow Financial Corp
UNCHANGED4,0454,04500%$654.9K$664.0K+$9.1K2026-10-26
Uhlmann Price Securities, LLC
UNCHANGED4,0384,03800%$653.8K$662.8K+$9.0K2026-11-03
Arthur M. Cohen & Associates, LLC
UNCHANGED4,0004,00000%$647.6K$656.6K+$9.0K2026-10-26
Bill Few Associates, Inc.
DECREASED3,9924,054-62-2%$656.4K$655.2K-$1.2K2026-10-09
Sendero Wealth Management, LLC
INCREASED3,9803,952+28+1%$639.9K$653.3K+$13.4K2026-10-14
Moneco Advisors, LLC
INCREASED3,9503,849+101+3%$623.2K$648.4K+$25.2K2026-11-05
AlphaStar Capital Management, LLC
INCREASED3,9453,243+702+22%$525.0K$647.6K+$122.6K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED3,9063,590+316+9%$581.3K$641.1K+$59.9K2026-10-08
Woodmont Investment Counsel LLC
INCREASED3,8903,485+405+12%$564.3K$638.5K+$74.3K2026-10-29
Newman Dignan & Sheerar, Inc.
INCREASED3,8882,335+1,553+67%$378.1K$638.2K+$260.1K2026-10-21
Cross Staff Investments Inc
UNCHANGED3,8883,88800%$629.5K$638.2K+$8.7K2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED3,8862,866+1,020+36%$464.0K$637.9K+$173.9K2026-10-15
Abner Herrman & Brock LLC
INCREASED3,8693,700+169+5%$599$635+$362026-10-20
Montecito Bank & Trust
DECREASED3,8683,876-80%$627.6K$634.9K+$7.4K2026-10-01
Washington Trust Co
DECREASED3,8513,901-50-1%$631.6K$632.1K+$5302026-10-22
Marks Group Wealth Management, Inc
DECREASED3,8413,913-72-2%$633.6K$630.6K-$3.0K2026-11-05
Lake Street Private Wealth, LLC
DECREASED3,8413,863-22-1%$625.6K$630.5K+$4.9K2026-10-22
New Hampshire Trust
UNCHANGED3,8303,83000%$620.1K$628.7K+$8.6K2026-10-20
Forza Wealth Management, LLC
DECREASED3,8293,943-114-3%$638.4K$628.5K-$9.9K2026-10-20
Allen Capital Group, LLC
INCREASED3,8043,779+25+1%$611.9K$624.5K+$12.6K2026-10-27
Wise Wealth Partners
UNCHANGED3,8023,80200%$615.5K$624.1K+$8.5K2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED3,7983,880-82-2%$628.3K$623.5K-$4.8K2026-10-22
Hardworking Capital Advisors, LLC
DECREASED3,7934,058-265-7%$657.1K$622.7K-$34.4K2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED3,7842,151+1,633+76%$334.1K$619.0K+$284.9K2026-10-13
Claro Advisors Inc.
INCREASED3,7832,255+1,528+68%$365.1K$621.1K+$255.9K2026-11-02
MTM Investment Management, LLC
INCREASED3,7833,781+2+0%$612.2K$620.9K+$8.7K2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED3,7803,439+341+10%$556.8K$620.4K+$63.7K2026-10-23
Jackson Square Capital, LLC
UNCHANGED3,7703,77000%$610.4K$618.8K+$8.4K2026-10-19
John G Ullman & Associates Inc
DECREASED3,7603,960-200-5%$641.1K$617.2K-$24.0K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,7583,340+418+13%$540.8K$616.9K+$76.1K2026-10-27
Highland Capital Management, LLC
UNCHANGED3,7583,75800%$608.5K$616.9K+$8.4K2026-10-26
Sound Income Strategies, LLC
INCREASED3,7572,188+1,569+72%$354.2K$614.6K+$260.4K2026-10-09
Progressive Investment Management Corp
UNCHANGED3,7313,73100%$604.1K$612.4K+$8.4K2026-10-26
FSM Wealth Advisors, LLC
INCREASED3,7263,670+56+2%$594.2K$609.5K+$15.3K2026-10-27
Leonteq Securities AG
DECREASED3,7214,100-379-9%$663.8K$610.8K-$53.0K2026-10-29
Diversified Management Inc
INCREASED3,7133,627+86+2%$587.2K$609.5K+$22.2K2026-10-08
Bison Wealth, LLC
INCREASED3,7123,564+148+4%$567.2K$597.2K+$30.0K2026-10-13
Bosman Wealth Management, LLC
UNCHANGED3,7063,70600%$600.0K$608.3K+$8.3K2026-10-28
VestGen Advisors, LLC
DECREASED3,6985,224-1,526-29%$845.9K$607.1K-$238.8K2026-10-27
Mosley Wealth Management
INCREASED3,6983,266+432+13%$528.7K$611.4K+$82.7K2026-10-16
First City Capital Management, Inc.
DECREASED3,6933,762-69-2%$609.1K$606.2K-$2.9K2026-10-27
Alta Advisers Ltd
INCREASED3,6882,122+1,566+74%$343.6K$605.4K+$261.8K2026-11-02
Compass Ion Advisors, LLC
INCREASED3,6773,675+2+0%$595.1K$603.6K+$8.6K2026-10-23
Wilkerson Advisory Group LLC
INCREASED3,6573,629+28+1%$587.7K$600.3K+$12.6K2026-10-20
Burns Matteson Capital Management, LLC
UNCHANGED3,6573,65700%$592.1K$600.3K+$8.2K2026-10-16
Valmark Advisers, Inc.
DECREASED3,6504,473-823-18%$724.3K$599.2K-$125.1K2026-11-06
State of Wyoming
INCREASED3,645948+2,697+284%$153.5K$598.3K+$444.8K2026-10-28
Slocum, Gordon & Co LLP
UNCHANGED3,6233,62300%$586.7K$594.8K+$8.1K2026-10-19
Summit Global Investments
INCREASED3,6173,089+528+17%$500.0K$594-$499.4K2026-10-28
Harmony Asset Management LLC
DECREASED3,5983,601-30%$583.0K$590.6K+$7.6K2026-10-20
Vaughan & Co Securities, Inc.
DECREASED3,5774,751-1,174-25%$769.2K$587.2K-$182.1K2026-10-23
SAX Wealth Advisors, LLC
INCREASED3,5712,874+697+24%$417.3K$586.2K+$168.8K2026-10-13
Community Bank & Trust, Waco, Texas
INCREASED3,5533,468+85+2%$562.0K$583-$561.4K2026-10-19
Everest Financial Group LLC
DECREASED3,5403,554-140%$575.5K$581.0K+$5.6K2026-11-06
Oakworth Capital, Inc.
INCREASED3,5393,509+30+1%$566.8K$580.9K+$14.1K2026-10-26
Violich Capital Management, Inc.
UNCHANGED3,5363,53600%$572.5K$580.4K+$7.9K2026-10-05
Arta Finance Wealth Management LLC
INCREASED3,5343,259+275+8%$527.7K$580.1K+$52.4K2026-10-28
Harbour Trust & Investment Management Co
DECREASED3,5303,630-100-3%$587.7K$579.5K-$8.3K2026-10-28
Twelve Points Wealth Management LLC
DECREASED3,5133,703-190-5%$599.6K$612.5K+$12.8K2026-11-03
Forteris Wealth Management Inc.
UNCHANGED3,5103,51000%$568.3K$576.2K+$7.9K2026-10-13
J2 Capital Management Inc
DECREASED3,5053,572-67-2%$578.3K$575.3K-$3.1K2026-10-19
Paradigm Asset Management Co LLC
DECREASED3,5003,900-400-10%$631.4K$574.5K-$56.9K2026-11-05
Root Financial Partners, LLC
INCREASED3,4592,229+1,230+55%$360.9K$567.8K+$206.9K2026-10-21
Graves Light Lenhart Wealth, Inc.
DECREASED3,4403,490-50-1%$565.1K$564.8K-$3772026-10-09
Verus Capital Partners, LLC
DECREASED3,4383,804-366-10%$615.9K$564.3K-$51.6K2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED3,4333,402+31+1%$550.9K$563.5K+$12.6K2026-10-19
Appleton Partners Inc
DECREASED3,4133,818-405-11%$618.0K$560-$617.4K2026-10-30
Howard Capital Management, LLC
DECREASED3,4133,449-36-1%$558.4K$560.2K+$1.8K2026-10-16
Adamsbrown Wealth Consultants LLC
DECREASED3,4094,909-1,500-31%$794.8K$559.6K-$235.2K2026-10-20
Aprio Wealth Management, LLC
INCREASED3,4053,203+202+6%$518.6K$558.9K+$40.3K2026-10-28
Centurion Wealth Management LLC
INCREASED3,4003,399+1+0%$550.3K$558.2K+$7.9K2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED3,4003,40000%$550.5K$558.1K+$7.6K2026-10-27
Cullinan Associates Inc
UNCHANGED3,4003,40000%$550.5K$558.1K+$7.6K2026-11-03
Gradient Investments LLC
INCREASED3,3983,351+47+1%$542.5K$557.8K+$15.3K2026-10-08
Bell Investment Advisors, Inc
INCREASED3,3923,377+15+0%$546.8K$556.8K+$10.0K2026-10-29
Wedgewood Investors Inc
UNCHANGED3,3863,38600%$548.3K$555.9K+$7.6K2026-10-28
Cairn Investment Group, Inc.
UNCHANGED3,3703,37000%$546.0K$553-$545.4K2026-11-04
Clark Asset Management, LLC
DECREASED3,3673,393-26-1%$549.4K$552.7K+$3.3K2026-10-19
IVC Wealth Advisors LLC
DECREASED3,3564,343-987-23%$703.1K$550.8K-$152.3K2026-10-23
Chilton Capital Management LLC
DECREASED3,3563,429-73-2%$555.2K$550.9K-$4.3K2026-10-28
Jeppson Wealth Management, LLC
UNCHANGED3,3443,34400%$541.4K$548.9K+$7.5K2026-10-20
Guardian Wealth Advisors, LLC
DECREASED3,3435,009-1,666-33%$811.0K$573.5K-$237.4K2026-10-30
Richard C. Young & Co., Ltd.
INCREASED3,3293,319+10+0%$537.4K$546.5K+$9.1K2026-11-04
Fragasso Financial Advisors Inc
INCREASED3,3222,592+730+28%$419.6K$531.4K+$111.8K2026-10-13
M Holdings Securities, Inc.
NEW3,295—+3,295——$557—2026-11-03
Sanders Morris Harris LLC
NEW3,295—+3,295——$558.7K—2026-10-14
Columbia Bank
INCREASED3,2913,250+41+1%$526.2K$540.2K+$14.0K2026-10-29
Forbes J M & Co LLP
DECREASED3,2853,293-80%$533.2K$539.2K+$6.1K2026-10-16
Exchange Bank
DECREASED3,2823,368-86-3%$545.3K$538.7K-$6.6K2026-10-07
Triad Wealth Partners, LLC
DECREASED3,2733,586-313-9%$635.5K$537.2K-$98.3K2026-10-26
Supplemental Annuity Collective Trust of NJ
DECREASED3,2633,345-82-2%$541.6K$535.6K-$6.0K2026-11-02
Yoffe Investment Management, LLC
UNCHANGED3,2523,25200%$526.5K$533.8K+$7.3K2026-11-02
Oak Harvest Investment Services
DECREASED3,2293,572-343-10%$578.3K$530.0K-$48.3K2026-10-20
Creative Financial Designs Inc
DECREASED3,2223,245-23-1%$525.4K$528.8K+$3.5K2026-11-04
Focused Alpha, LLC
INCREASED3,2183,187+31+1%$515.9K$528.3K+$12.4K2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED3,2133,21300%$520.2K$529.4K+$9.1K2026-10-22
Providence First Trust Co
NEW3,210—+3,210——$526.9K—2026-11-02
Landmark Wealth Management, LLC
UNCHANGED3,2043,20400%$518.8K$525.9K+$7.2K2026-11-03
Asset Advisors Investment Management, LLC
DECREASED3,2003,400-200-6%$550.5K$525.3K-$25.2K2026-10-19
Tompkins Financial Corp
UNCHANGED3,1623,16200%$512.0K$519.0K+$7.1K2026-10-05
Heritage Wealth Management, Inc.
INCREASED3,1523,151+1+0%$510.2K$517.4K+$7.2K2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED3,1503,175-25-1%$542.2K$539.8K-$2.3K2026-10-21
Annex Advisory Services, LLC
INCREASED3,1482,817+331+12%$456.1K$516.8K+$60.7K2026-10-16
Snider Financial Group
INCREASED3,1383,128+10+0%$506.5K$515.1K+$8.6K2026-10-16
4Wealth Advisors, Inc.
DECREASED3,1323,144-120%$510.7K$527.9K+$17.2K2026-10-13
Zullo Investment Group, Inc.
DECREASED3,1033,113-100%$504.1K$509.5K+$5.3K2026-10-20
Bond & Devick Financial Network, Inc.
UNCHANGED3,0913,09100%$500.5K$507.4K+$6.9K2026-10-23
Personal CFO Solutions, LLC
DECREASED3,0443,272-228-7%$529.8K$499.7K-$30.2K2026-11-06
Bedel Financial Consulting, Inc.
DECREASED3,0373,091-54-2%$500.4K$498.6K-$1.8K2026-11-06
Pinkerton Wealth, LLC
DECREASED3,0353,171-136-4%$460.6K$498.3K+$37.7K2026-10-29
Eagle Global Advisors LLC
UNCHANGED3,0203,02000%$489.0K$495.7K+$6.8K2026-11-02
Avestar Capital, LLC
DECREASED3,0053,167-162-5%$512.7K$493.3K-$19.4K2026-10-28
Union Savings Bank
INCREASED3,0022,552+450+18%$413.2K$492.8K+$79.6K2026-10-14
Oslo Pensjonsforsikring AS
UNCHANGED2,9892,98900%$483.9K$490.6K+$6.7K2026-10-15
MBA Advisors LLC
INCREASED2,9772,839+138+5%$459.6K$488.6K+$29.0K2026-10-29
71 West Capital Partners
INCREASED2,9622,758+204+7%$446.5K$486.2K+$39.7K2026-11-04
Clean Yield Group
DECREASED2,9572,995-38-1%$484.9K$485.4K+$4722026-10-28
Wespac Advisors, LLC
INCREASED2,9552,535+420+17%$410.4K$485.1K+$74.6K2026-10-26
Allegiance Financial Group Advisory Services LLC
INCREASED2,9492,433+516+21%$394.0K$484.0K+$90.0K2026-11-02
TBH Global Asset Management, LLC
INCREASED2,9492,948+1+0%$477.3K$484.0K+$6.8K2026-11-03
Clarity Asset Management, Inc.
INCREASED2,9462,945+1+0%$476.8K$483.5K+$6.7K2026-10-14
Legacy Trust
DECREASED2,9322,942-100%$476.3K$511.2K+$34.8K2026-11-06
Silverlake Wealth Management LLC
INCREASED2,9302,837+93+3%$459.3K$481.0K+$21.7K2026-10-21
Warwick Investment Management, Inc.
DECREASED2,9263,072-146-5%$497.4K$480.3K-$17.1K2026-10-19
Peoples Bank
UNCHANGED2,9222,92200%$473.1K$479.6K+$6.5K2026-10-09
True Freedom Investing, LLC
DECREASED2,9133,057-144-5%$444.0K$478.2K+$34.2K2026-10-29
Adirondack Trust Co
DECREASED2,9112,963-52-2%$479.7K$477.8K-$1.9K2026-10-14
Fiduciary Alliance LLC
DECREASED2,9052,931-26-1%$474.6K$476.8K+$2.3K2026-10-13
Guardian Investment Management
INCREASED2,9002,000+900+45%$323.8K$328.3K+$4.5K2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED2,8852,922-37-1%$473.0K$474-$472.5K2026-11-05
Kelleher Financial Advisors
DECREASED2,8833,158-275-9%$511.3K$473.2K-$38.1K2026-10-30
Leo Wealth, LLC
NEW2,879—+2,879——$472.6K—2026-10-26
Key FInancial Inc
DECREASED2,8773,003-126-4%$486.2K$472.3K-$13.9K2026-11-02
Tarbox Family Office, Inc.
UNCHANGED2,8612,86100%$463.2K$469.6K+$6.4K2026-10-23
180 Wealth Advisors, LLC
DECREASED2,8492,964-115-4%$479.9K$467.7K-$12.2K2026-11-03
Csenge Advisory Group
INCREASED2,8422,657+185+7%$430.2K$466.5K+$36.3K2026-11-04
SYM Financial Corp
INCREASED2,8342,321+513+22%$375.8K$465.2K+$89.4K2026-10-26
Gibson Capital, LLC
DECREASED2,8333,247-414-13%$525.7K$465.0K-$60.7K2026-10-23
Bull Street Advisors, LLC
UNCHANGED2,8332,83300%$459.0K$465-$458.5K2026-10-20
Silvia Mccoll Wealth Management, LLC
UNCHANGED2,8332,83300%$458.7K$465.0K+$6.3K2026-10-07
Grant Private Wealth Management Inc
DECREASED2,8264,700-1,874-40%$760.9K$464.0K-$297.0K2026-10-19
Northside Capital Management, LLC
DECREASED2,8262,829-30%$458.2K$464.1K+$5.8K2026-10-13
Pictet North America Advisors SA
NEW2,824—+2,824——$463.6K—2026-10-21
Alchemi Wealth, LLC
INCREASED2,8102,808+2+0%$454.8K$461.4K+$6.6K2026-11-04
New England Research & Management, Inc.
UNCHANGED2,8102,81000%$455.0K$461.3K+$6.3K2026-10-16
Navigate Wealth Management, LLC
DECREASED2,8072,836-29-1%$453.3K$449.0K-$4.3K2026-10-14
Plancorp, LLC
DECREASED2,7912,828-37-1%$445.9K$486.5K+$40.6K2026-11-03
Philip James Wealth Mangement, LLC
DECREASED2,7803,683-903-25%$596.3K$456.3K-$140.0K2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED2,7682,746+22+1%$444.6K$454.4K+$9.8K2026-10-08
Smith Shellnut Wilson LLC
DECREASED2,7652,791-26-1%$451.9K$453.9K+$2.0K2026-10-21
Abacus Planning Group, Inc.
INCREASED2,7592,597+162+6%$420.5K$452.9K+$32.4K2026-11-02
Towne Trust Company, N.a
UNCHANGED2,7582,75800%$446.5K$452.7K+$6.2K2026-10-28
Integris Wealth Management, LLC
UNCHANGED2,7462,74600%$444.6K$450.8K+$6.2K2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED2,7303,025-295-10%$489.9K$448.1K-$41.8K2026-10-28
Summit Asset Management, LLC
INCREASED2,7302,724+6+0%$441.0K$448.1K+$7.1K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,7212,72100%$440.6K$446.7K+$6.1K2026-10-23
Douglas Lane & Associates, LLC
DECREASED2,7062,806-100-4%$454.3K$444.2K-$10.1K2026-10-09
Kure Advisory, LLC
DECREASED2,7032,707-40%$438.4K$443.8K+$5.4K2026-10-08
Cox Capital Mgt LLC
UNCHANGED2,7022,70200%$437.5K$443.5K+$6.1K2026-10-07
Viewpoint Investment Partners Corp
INCREASED2,7002,500+200+8%$404.8K$443.2K+$38.4K2026-10-26
Gibson Wealth Advisors LLC
UNCHANGED2,7002,70000%$437.2K$443.2K+$6.0K2026-10-20
Poinciana Advisors Group, LLC
UNCHANGED2,6922,69200%$435.9K$441.9K+$6.0K2026-11-06
Norris Perne & French LLP
NEW2,690—+2,690——$441.6K—2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED2,6872,680+7+0%$434.0K$441.0K+$7.0K2026-11-02
Legacy Edge Advisors, LLC
DECREASED2,6822,696-14-1%$436.5K$440.3K+$3.7K2026-11-06
Baron Wealth Management LLC
DECREASED2,6812,714-33-1%$439.4K$440.1K+$6392026-10-27
Verum Partners LLC
INCREASED2,6772,659+18+1%$430.4K$439.4K+$8.9K2026-10-21
Enterprise Financial Services Corp
DECREASED2,6742,679-50%$433.8K$438.9K+$5.2K2026-11-03
NTV Asset Management LLC
UNCHANGED2,6702,67000%$432.3K$438.3K+$6.0K2026-10-23
Cynosure Group, LLC
NEW2,664—+2,664——$437.3K—2026-11-03
Centerpoint Advisory Group
UNCHANGED2,6602,66000%$430.7K$436.6K+$6.0K2026-10-23
Larry Mathis Financial Planning, LLC
DECREASED2,6432,796-153-5%$452.7K$433.8K-$18.9K2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED2,6432,64300%$428.0K$433.9K+$5.9K2026-11-06
Viewpoint Capital Management LLC
INCREASED2,6411,630+1,011+62%$263.9K$433.5K+$169.6K2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED2,6412,64100%$427.5K$433.5K+$5.9K2026-10-28
Freedom Financial Partners LLC
INCREASED2,5851,874+711+38%$303.4K$424.4K+$121.0K2026-10-19
Wingate Wealth Advisors, Inc.
UNCHANGED2,5812,58100%$417.9K$423.7K+$5.8K2026-10-26
Grandfield & Dodd, LLC
INCREASED2,5772,477+100+4%$401.2K$423.1K+$22.0K2026-10-29
Klingman & Associates, LLC
INCREASED2,5762,112+464+22%$342.0K$422.9K+$80.9K2026-10-20
Bangor Savings Bank
UNCHANGED2,5742,57400%$416.8K$422.5K+$5.8K2026-10-06
GW Henssler & Associates LTD
UNCHANGED2,5632,56300%$415.0K$420.7K+$5.7K2026-10-26
Indivisible Partners
NEW2,557—+2,557——$419.7K—2026-10-26
BXM Wealth LLC
UNCHANGED2,5442,54400%$411.9K$417.6K+$5.7K2026-11-03
Ariadne Wealth Management, LP
INCREASED2,5362,330+206+9%$377.3K$416.3K+$39.0K2026-11-06
Candriam S.C.A.
UNCHANGED2,5312,53100%$409.4K$417.0K+$7.6K2026-11-03
Davidson Trust Co
UNCHANGED2,5222,52200%$408.3K$414.0K+$5.7K2026-10-09
Boyum Wealth Architects LLC
UNCHANGED2,5212,52100%$397.6K$408.1K+$10.6K2026-10-06
Dupree Financial Group, LLC
INCREASED2,5142,484+30+1%$402.3K$412.8K+$10.5K2026-10-09
Community Bank, N.A.
INCREASED2,5101,000+1,510+151%$161.9K$412.0K+$250.1K2026-11-06
Spire Wealth Management
DECREASED2,5102,576-66-3%$417.1K$412.0K-$5.1K2026-10-30
Catalyst Financial Partners LLC
INCREASED2,5042,430+74+3%$393.4K$411.0K+$17.6K2026-11-06
Aull & Monroe Investment Management Corp
DECREASED2,5012,551-50-2%$413.0K$410.5K-$2.5K2026-10-16
BKM Wealth Management, LLC
UNCHANGED2,5002,50000%$404.8K$410.4K+$5.6K2026-10-22
International Private Wealth Advisors LLC
NEW2,498—+2,498——$410.0K—2026-11-05
Revisor Wealth Management LLC
INCREASED2,4922,425+67+3%$392.6K$410.6K+$18.0K2026-10-20
JGP Wealth Management, LLC
INCREASED2,4902,489+1+0%$402.9K$408.7K+$5.7K2026-10-13
James Reed Financial Services, Inc.
UNCHANGED2,4742,47400%$400.6K$406.1K+$5.5K2026-10-26
TritonPoint Partners, LLC
DECREASED2,4706,559-4,089-62%$1.1M$405.5K-$656.5K2026-11-05
Probity Advisors, Inc.
UNCHANGED2,4682,46800%$399.6K$405.1K+$5.5K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED2,4642,408+56+2%$389.8K$404.5K+$14.7K2026-10-21
Weatherly Asset Management L. P.
UNCHANGED2,4502,45000%$396.6K$402.1K+$5.5K2026-10-20
Kavar Capital Partners Group, LLC
INCREASED2,4492,427+22+1%$393.0K$402.0K+$9.0K2026-11-06
Crescent Grove Advisors, LLC
UNCHANGED2,4452,44500%$395.9K$401.3K+$5.5K2026-10-21
Mcdaniel Terry & Co
UNCHANGED2,4452,44500%$395.9K$401.3K+$5.5K2026-11-05
Finivi Inc.
UNCHANGED2,4402,44000%$395.0K$400.5K+$5.5K2026-10-13
Granite Investment Partners, LLC
UNCHANGED2,4392,43900%$394.9K$400.4K+$5.5K2026-11-04
Welch Group, LLC
INCREASED2,4372,436+1+0%$394.4K$400.1K+$5.6K2026-10-29
Lpwm LLC
DECREASED2,4282,689-261-10%$435.3K$398.6K-$36.7K2026-10-20
Money Concepts Capital Corp
DECREASED2,4272,444-17-1%$395.7K$398.4K+$2.7K2026-11-06
Conning Inc.
UNCHANGED2,4202,42000%$391.8K$397.2K+$5.4K2026-10-27
Inscription Capital, LLC
DECREASED2,4152,685-270-10%$434.8K$396.4K-$38.4K2026-11-02
Lantz Financial LLC
INCREASED2,4152,404+11+0%$389.2K$396.4K+$7.2K2026-10-15
Old Peak Finance LLC
INCREASED2,4152,405+10+0%$389.4K$396.4K+$7.0K2026-11-02
Facet Wealth, Inc.
INCREASED2,4071,833+574+31%$296.8K$395.1K+$98.3K2026-11-04
Intrua Financial, LLC
DECREASED2,4032,412-90%$390.5K$394.4K+$3.9K2026-10-28
Bailard, Inc.
INCREASED2,3902,170+220+10%$351.3K$392.4K+$41.1K2026-10-13
Bigelow Investment Advisors, LLC
UNCHANGED2,3902,39000%$387.0K$392.3K+$5.4K2026-10-13
Winch Advisory Services, LLC
DECREASED2,3812,708-327-12%$438.4K$390.9K-$47.6K2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED2,3712,37100%$383.9K$383.9K$02026-11-03
RKL Wealth Management LLC
INCREASED2,3512,350+1+0%$380.5K$385.9K+$5.3K2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED2,3512,35100%$380.7K$385.9K+$5.3K2026-11-03
Mraz, Amerine & Associates, Inc.
DECREASED2,3502,650-300-11%$429.1K$385.8K-$43.3K2026-10-30
Plimoth Trust Co LLC
DECREASED2,3472,380-33-1%$385.3K$385.3K-$862026-10-26
Financial Management Professionals, Inc.
DECREASED2,3382,350-12-1%$380.5K$383.8K+$3.3K2026-10-23
Procyon Advisors, LLC
DECREASED2,3352,458-123-5%$398.0K$383.2K-$14.7K2026-10-21
Waldron Private Wealth LLC
DECREASED2,3332,455-122-5%$397.5K$383.0K-$14.5K2026-11-02
GHP Investment Advisors, Inc.
INCREASED2,3282,324+4+0%$376.2K$382.1K+$5.9K2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED2,3182,31800%$375.3K$380.5K+$5.2K2026-10-30
Boltwood Capital Management
UNCHANGED2,2922,29200%$371.1K$376.2K+$5.1K2026-10-02
Montz Harcus Wealth Management LLC
INCREASED2,2602,243+17+1%$363.2K$371.0K+$7.8K2026-10-09
Rede Wealth, LLC
INCREASED2,2592,258+1+0%$365.7K$370.7K+$5.1K2026-10-22
Register Financial Advisors LLC
DECREASED2,2472,441-194-8%$395.2K$368.9K-$26.3K2026-10-23
D'Orazio & Associates, Inc.
INCREASED2,2432,215+28+1%$358.6K$368.2K+$9.6K2026-11-04
MV Capital Management, Inc.
UNCHANGED2,2232,22300%$359.9K$364.9K+$5.0K2026-10-29
TD Private Client Wealth LLC
INCREASED2,2182,188+30+1%$354.3K$364.1K+$9.8K2026-10-28
Founders Financial Securities LLC
INCREASED2,2152,191+24+1%$354.7K$363.6K+$8.8K2026-10-28
Asset One Wealth Management LLC
INCREASED2,2051,663+542+33%$266.9K$361.9K+$95.0K2026-11-02
Successful Portfolios LLC
DECREASED2,2022,203-10%$343.8K$359.0K+$15.2K2026-10-09
Nvwm, LLC
INCREASED2,185298+1,887+633%$48.2K$358.7K+$310.4K2026-10-14
Clearwave Capital, LLC
INCREASED2,1852,177+8+0%$352.5K$358.7K+$6.2K2026-10-27
Peoples Financial Services Corp.
DECREASED2,1532,217-64-3%$358.9K$353.4K-$5.5K2026-10-20
Sagace Wealth Management LLC
INCREASED2,1521,430+722+50%$231.5K$353.3K+$121.7K2026-10-28
Cornerstone Advisory, LLC
INCREASED2,1502,007+143+7%$324.9K$352.8K+$28.0K2026-11-06
Alhambra Investment Management LLC
UNCHANGED2,1382,13800%$346.2K$351.0K+$4.8K2026-10-15
Paulson Wealth Management Inc.
INCREASED2,1352,035+100+5%$329.5K$350.4K+$21.0K2026-11-02
Optas, LLC
INCREASED2,1302,044+86+4%$330.9K$349.6K+$18.7K2026-11-09
Cpwa, LLC
INCREASED2,1211,993+128+6%$322.7K$341.2K+$18.5K2026-11-04
VAN Strum & Towne Inc.
UNCHANGED2,1202,12000%$343.3K$348.0K+$4.7K2026-11-06
AMG National Trust Bank
UNCHANGED2,1092,10900%$341.5K$346.2K+$4.7K2026-11-05
SkyOak Wealth, LLC
INCREASED2,1082,104+4+0%$340.7K$346.0K+$5.3K2026-10-28
Woodward Diversified Capital, LLC
UNCHANGED2,1072,10700%$341.1K$345.8K+$4.7K2026-10-21
Earned Wealth Advisors, LLC
INCREASED2,1041,878+226+12%$304.0K$345.3K+$41.3K2026-11-06
Studio Investment Management LLC
DECREASED2,1012,187-86-4%$354.1K$344.9K-$9.2K2026-10-22
1900 Wealth Management LLC
INCREASED2,1001,470+630+43%$238.0K$344.7K+$106.7K2026-10-13
KTF Investments, LLC
UNCHANGED2,1002,10000%$340.0K$344.7K+$4.7K2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED2,0962,09600%$339.4K$344.1K+$4.7K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED2,0931,775+318+18%$287.5K$343.6K+$56.2K2026-10-29
Searle & Co.
DECREASED2,0873,087-1,000-32%$499.8K$342.6K-$157.2K2026-11-04
Tillman Hartley LLC
UNCHANGED2,0802,08000%$336.8K$341.4K+$4.7K2026-11-06
J. Safra Sarasin Holding AG
DECREASED2,0702,194-124-6%$355.3K$339.8K-$15.5K2026-10-26
Teza Capital Management LLC
DECREASED2,0673,152-1,085-34%$510.3K$339.3K-$171.0K2026-10-23
Formidable Asset Management, LLC
INCREASED2,0662,065+1+0%$299.9K$334.5K+$34.5K2026-11-03
Sunbeam Capital Management, LLC
DECREASED2,0602,107-47-2%$341.1K$338.2K-$2.9K2026-11-05
Nicholas Hoffman & Company, Llc.
NEW2,054—+2,054——$337.1K—2026-10-30
Sweeney & Michel, LLC
DECREASED2,0532,099-46-2%$383.8K$337.0K-$46.8K2026-10-16
NWF Advisory Services Inc.
UNCHANGED2,0512,05100%$332.1K$336.7K+$4.6K2026-10-19
Guardian Partners Inc.
UNCHANGED2,0502,05000%$331.9K$336.5K+$4.6K2026-10-21
Canton Hathaway, LLC
UNCHANGED2,0502,05000%$331.9K$336.5K+$4.6K2026-10-23
Nemes Rush Group LLC
DECREASED2,0472,128-81-4%$344.5K$336.0K-$8.6K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED2,0381,480+558+38%$239.6K$334.5K+$94.9K2026-11-02
Trust Co of the South
INCREASED2,0361,836+200+11%$297.3K$334.2K+$36.9K2026-10-21
KPP Advisory Services LLC
DECREASED2,0352,205-170-8%$357.0K$334.1K-$23.0K2026-10-26
Signal Advisors Wealth, LLC
DECREASED2,0232,079-56-3%$336.7K$332.1K-$4.6K2026-10-13
Synergy Asset Management, LLC
UNCHANGED2,0202,02000%$327.1K$331.6K+$4.5K2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED2,0202,02000%$327.1K$331.6K+$4.5K2026-10-20
Fairscale Capital, LLC
UNCHANGED2,0132,01300%$325.9K$350.9K+$25.0K2026-11-04
Prairiewood Capital, LLC
INCREASED2,0122,000+12+1%$323.8K$330.3K+$6.5K2026-10-16
TSA Wealth Managment LLC
UNCHANGED2,0062,00600%$324.8K$329.3K+$4.5K2026-10-22
Hanson & Doremus Investment Management
DECREASED2,0032,026-23-1%$328.0K$329-$327.7K2026-10-16
Torray Investment Partners LLC
UNCHANGED2,0002,00000%$323.8K$328.3K+$4.5K2026-10-30
Sculati Wealth Management, LLC
UNCHANGED2,0002,00000%$319.7K$321.8K+$2.1K2026-10-19
Winebrenner Capital Management LLC
UNCHANGED2,0002,00000%$323.8K$328.3K+$4.5K2026-10-07
Partnership Wealth Management, LLC
UNCHANGED2,0002,00000%$323.8K$328.3K+$4.5K2026-10-05
Gryphon Financial Partners LLC
DECREASED1,9992,031-32-2%$328.8K$328.1K-$7302026-11-04
Two West Capital Advisors LLC
INCREASED1,9961,933+63+3%$307.5K$336.4K+$28.9K2026-10-15
First Nebraska Trust Co
UNCHANGED1,9961,99600%$323.2K$327.6K+$4.5K2026-10-30
Eagle Bay Advisors LLC
INCREASED1,9951,975+20+1%$319.8K$327.5K+$7.7K2026-10-16
WBH Advisory Inc
UNCHANGED1,9891,98900%$322.0K$326.6K+$4.6K2026-11-05
Lmcg Investments, LLC
DECREASED1,9872,286-299-13%$370.1K$326.2K-$44.0K2026-10-21
First Bancorp, Inc
UNCHANGED1,9861,98600%$321.6K$326.0K+$4.4K2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED1,9821,98200%$320.9K$325.3K+$4.4K2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED1,9751,985-100%$321.4K$324.2K+$2.8K2026-10-07
Burns J W & Co Inc
INCREASED1,9741,939+35+2%$313.9K$324.0K+$10.1K2026-10-20
Weaver Consulting Group
UNCHANGED1,9731,97300%$319.4K$323.8K+$4.4K2026-10-07
Marino, Stram & Associates LLC
DECREASED1,9722,007-35-2%$324.9K$323.8K-$1.1K2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED1,9451,922+23+1%$311.2K$319.3K+$8.1K2026-10-13
M. Kraus & Co
DECREASED1,9401,955-15-1%$316.5K$318.5K+$1.9K2026-10-20
Auxano Advisors, LLC
INCREASED1,9341,639+295+18%$265.4K$317.5K+$52.1K2026-11-06
Liberty Capital Management, Inc.
DECREASED1,9311,986-55-3%$321.6K$317.0K-$4.6K2026-11-02
Bank & Trust Co
UNCHANGED1,9291,92900%$312.3K$316.6K+$4.3K2026-10-07
Beaumont Financial Advisors, LLC
DECREASED1,9261,927-10%$312.0K$316.2K+$4.2K2026-10-22
Private Wealth Group, LLC
DECREASED1,9155,219-3,304-63%$845.0K$314.3K-$530.7K2026-10-19
Advisor OS, LLC
DECREASED1,9122,017-105-5%$326.5K$313.8K-$12.7K2026-11-03
3Chopt Investment Partners, LLC
INCREASED1,9121,809+103+6%$292.9K$313.9K+$21.0K2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED1,9111,936-25-1%$313.5K$313.7K+$2332026-10-09
Investment House LLC
DECREASED1,9025,992-4,090-68%$970.2K$312.2K-$658.0K2026-10-21
Hixon Zuercher, LLC
UNCHANGED1,9001,90000%$307.6K$311.9K+$4.3K2026-10-13
Stonebridge Financial Group, LLC
INCREASED1,8831,782+101+6%$288.5K$309.1K+$20.6K2026-10-01
Pine Haven Investment Counsel, Inc
UNCHANGED1,8751,87500%$303.6K$307.8K+$4.2K2026-11-02
True North Advisors, LLC
INCREASED1,8721,625+247+15%$263.1K$307.3K+$44.2K2026-10-22
Commonwealth Financial Services, LLC
DECREASED1,8671,962-95-5%$317.7K$306.5K-$11.2K2026-10-20
Financial Planning Navigators Corp
INCREASED1,8641,308+556+43%$211.8K$306.0K+$94.2K2026-10-14
Curated Wealth Partners LLC
NEW1,862—+1,862——$305.6K—2026-10-15
Cdkv Holdings LLC
UNCHANGED1,8451,84500%$298.7K$302.9K+$4.1K2026-10-28
Decker Wealth Management LLC
UNCHANGED1,8451,84500%$298.7K$302.9K+$4.1K2026-10-09
Providence Financial Advisors, LLC
UNCHANGED1,8421,84200%$298.3K$302.4K+$4.1K2026-11-06
Hudock, Inc.
DECREASED1,8391,877-38-2%$304.1K$302.0K-$2.0K2026-10-14
New Covenant Trust Company, N.A.
INCREASED1,8371,658+179+11%$268.4K$301.5K+$33.1K2026-10-08
Montis Financial, LLC
INCREASED1,8351,745+90+5%$282.5K$301.2K+$18.7K2026-11-04
James T. Borello RIA
INCREASED1,8311,808+23+1%$292.8K$300.6K+$7.8K2026-10-16
Kaizen Financial Strategies
UNCHANGED1,8281,82800%$292.4K$300.1K+$7.7K2026-10-09
Affinity Capital Advisors, LLC
DECREASED1,8222,019-197-10%$321.4K$291.5K-$29.8K2026-10-13
Impact Capital Partners LLC
DECREASED1,8221,824-20%$295.3K$299.0K+$3.7K2026-10-22
Firestone Capital Management
DECREASED1,8101,825-15-1%$295.5K$297.1K+$1.6K2026-11-03
Barr E S & Co
UNCHANGED1,8051,80500%$292.2K$296.3K+$4.0K2026-11-06
Shum Financial Group, Inc.
DECREASED1,8011,836-35-2%$297.3K$295.6K-$1.8K2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED1,8011,800+1+0%$291.5K$295.6K+$4.2K2026-10-16
Midland Wealth Advisors, LLC
DECREASED1,7952,195-400-18%$355.4K$294.6K-$60.7K2026-10-26
Cromwell Holdings LLC
UNCHANGED1,7941,79400%$290.5K$294.5K+$4.0K2026-10-28
CWS Financial Advisors, LLC
DECREASED1,7861,792-60%$290.2K$293.1K+$2.9K2026-10-16
Telos Capital Management, Inc.
INCREASED1,7781,738+40+2%$281.4K$291.8K+$10.5K2026-11-02
S.A. Mason LLC
INCREASED1,7671,765+2+0%$285.8K$290.1K+$4.3K2026-10-13
ROI Financial Advisors, LLC
NEW1,763—+1,763——$289.4K—2026-10-19
Alpha Zero LLC
NEW1,763—+1,763——$289.5K—2026-11-06
Grove Bank & Trust
UNCHANGED1,7591,75900%$284.8K$288.7K+$3.9K2026-10-08
Childress Capital Advisors, LLC
NEW1,751—+1,751——$287.4K—2026-10-28
Uptick Partners, LLC
INCREASED1,7491,668+81+5%$270.1K$287.1K+$17.1K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED1,7481,788-40-2%$289.5K$287.0K-$2.5K2026-11-04
Sterling Wealth Management, Inc.
UNCHANGED1,7481,74800%$283.0K$286.9K+$3.9K2026-10-23
Perpetual Ltd
UNCHANGED1,7431,74300%$282.2K$286.1K+$3.9K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED1,7421,768-26-1%$286.3K$286.0K-$2282026-10-28
Grove Street Fiduciary, LLC
DECREASED1,7382,070-332-16%$335.2K$285.3K-$49.9K2026-10-13
Eukles Asset Management
INCREASED1,7371,722+15+1%$278.7K$285.1K+$6.3K2026-11-04
HF Advisory Group, LLC
DECREASED1,7361,846-110-6%$298.8K$285.0K-$13.8K2026-10-09
Resonant Capital Advisors, LLC
INCREASED1,7321,608+124+8%$260.4K$284.3K+$24.0K2026-10-15
Gold Investment Management Ltd.
INCREASED1,7301,729+1+0%$279.9K$284.0K+$4.0K2026-10-19
Washington Trust Advisors, Inc.
INCREASED1,7201,710+10+1%$276.9K$282.3K+$5.5K2026-10-22
Central Bank & Trust Co
INCREASED1,7181,608+110+7%$260.4K$282.0K+$21.7K2026-10-09
Beacon Financial Group
INCREASED1,7171,620+97+6%$262.2K$281.8K+$19.6K2026-10-19
Hardin Capital Partners, LLC
UNCHANGED1,7171,71700%$276.9K$281.8K+$5.0K2026-10-09
Certuity, LLC
INCREASED1,7161,468+248+17%$237.7K$281.7K+$44.0K2026-11-02
Net Worth Advisory Group
UNCHANGED1,7151,71500%$277.7K$279.5K+$1.9K2026-10-20
Bernicke Wealth Management, Ltd.
DECREASED1,7081,764-56-3%$285.6K$280.4K-$5.2K2026-11-06
MW Advisory, LLC
INCREASED1,7041,452+252+17%$235.1K$279.8K+$44.7K2026-10-19
Univest Financial Corp
INCREASED1,7021,559+143+9%$252.4K$279.4K+$27.0K2026-11-05
Southland Equity Partners LLC
UNCHANGED1,7011,70100%$275.4K$279.3K+$3.8K2026-10-14
Echo Wealth Management, LLC
UNCHANGED1,7001,70000%$275.2K$279.1K+$3.8K2026-10-15
Schwartz Investment Counsel Inc
UNCHANGED1,7001,70000%$275.2K$279.1K+$3.8K2026-10-26
Global Wealth Strategies & Associates
INCREASED1,6991,255+444+35%$203.2K$278.9K+$75.7K2026-10-02
Eubel Brady & Suttman Asset Management Inc
UNCHANGED1,6941,69400%$274.0K$278-$273.7K2026-11-04
MBM Wealth Consultants, LLC
UNCHANGED1,6801,68000%$272.0K$275.8K+$3.8K2026-10-20
Meridian Investment Counsel Inc.
UNCHANGED1,6801,68000%$272.0K$275.8K+$3.8K2026-10-14
National Wealth Management Group, LLC
INCREASED1,6791,673+6+0%$270.9K$275.6K+$4.7K2026-10-26
Barrett & Company, Inc.
DECREASED1,6781,708-30-2%$276.5K$275.5K-$1.0K2026-10-22
Heritage Investment Group, Inc.
DECREASED1,6751,676-10%$271.4K$275.0K+$3.6K2026-11-03
Baker Ellis Asset Management LLC
UNCHANGED1,6751,67500%$271.2K$275.0K+$3.8K2026-10-14
Cooper Financial Group
INCREASED1,6741,351+323+24%$218.7K$274.9K+$56.2K2026-10-07
First Affirmative Financial Network
NEW1,653—+1,653——$271.4K—2026-10-21
Werba Rubin Papier Wealth Management
INCREASED1,6461,629+17+1%$263.8K$270.2K+$6.4K2026-11-06
Quantum Financial Advisors, LLC
INCREASED1,6391,501+138+9%$243.1K$269.1K+$26.0K2026-11-03
Seizert Capital Partners, LLC
UNCHANGED1,6391,63900%$265.4K$269.0K+$3.7K2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED1,6311,681-50-3%$272.2K$267.8K-$4.4K2026-10-16
Keating Investment Counselors Inc
UNCHANGED1,6251,62500%$263.1K$266.7K+$3.6K2026-10-14
Fourpath Capital Management, LLC
UNCHANGED1,6221,62200%$262.6K$266.2K+$3.6K2026-10-19
Hengehold Capital Management LLC
INCREASED1,6211,617+4+0%$261.8K$266.1K+$4.3K2026-10-16
Archford Capital Strategies, LLC
NEW1,618—+1,618——$265.6K—2026-10-19
Richard P Slaughter Associates Inc
UNCHANGED1,6161,61600%$261.6K$265.3K+$3.6K2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED1,6151,61500%$261.5K$265.1K+$3.6K2026-10-09
Bedminster, LLC
UNCHANGED1,6131,61300%$261.2K$264.8K+$3.6K2026-11-04
Navigation Group, LLC
UNCHANGED1,6121,61200%$261.1K$264.7K+$3.6K2026-10-28
Physician Wealth Advisors, Inc.
INCREASED1,6061,569+37+2%$254.0K$263.6K+$9.6K2026-10-20
Means Investment Co., Inc.
DECREASED1,6051,785-180-10%$288.9K$263.5K-$25.4K2026-11-03
Stackstone Wealth, LLC
NEW1,604—+1,604——$263.3K—2026-10-19
Trueblood Wealth Management, LLC
UNCHANGED1,6031,60300%$259.5K$263.1K+$3.6K2026-10-23
Triumph Capital Management
DECREASED1,6001,889-289-15%$305.8K$262.6K-$43.2K2026-10-14
Golden State Wealth Management, LLC
INCREASED1,6001,386+214+15%$224.5K$262.7K+$38.3K2026-11-02
Income Insurance Ltd
UNCHANGED1,5951,59500%$258.2K$261.8K+$3.6K2026-10-21
HBW Advisory Services LLC
DECREASED1,5861,830-244-13%$296.2K$260.3K-$35.9K2026-10-15
AA Financial Advisors, LLC
UNCHANGED1,5841,58400%$256.5K$260.0K+$3.5K2026-10-19
Valtinson Bruner Financial Planning LLC
INCREASED1,5831,582+1+0%$256.1K$259.9K+$3.8K2026-11-02
Visionary Wealth Advisors
DECREASED1,5801,687-107-6%$273.2K$259.4K-$13.8K2026-11-04
Alpha Family Trust
UNCHANGED1,5801,58000%$255.8K$255.8K$02026-11-04
Enzi Wealth
INCREASED1,5781,575+3+0%$246.6K$256.9K+$10.2K2026-10-14
Old Port Advisors
INCREASED1,5751,543+32+2%$249.8K$258.5K+$8.7K2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED1,5741,635-61-4%$264.7K$258.4K-$6.4K2026-11-02
Northcape Wealth Management, LLC
DECREASED1,5701,572-20%$254.6K$257.8K+$3.2K2026-11-04
Monument Capital Management
INCREASED1,5671,538+29+2%$249.0K$257.2K+$8.2K2026-10-09
Trinity Financial Advisors LLC
UNCHANGED1,5671,56700%$253.7K$257.2K+$3.5K2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED1,5551,300+255+20%$210.4K$255.3K+$44.8K2026-10-20
Cambridge Advisors Inc.
UNCHANGED1,5551,55500%$251.8K$255.3K+$3.5K2026-10-19
Holland Advisory Services, Inc.
DECREASED1,5511,586-35-2%$256.8K$254.6K-$2.2K2026-10-26
Matthew Goff Investment Advisor, LLC
UNCHANGED1,5491,54900%$250.8K$254.3K+$3.5K2026-10-13
Tucker Asset Management LLC
NEW1,547—+1,547——$253.9K—2026-10-29
LCM Capital Management Inc
DECREASED1,5471,568-21-1%$253.8K$253.9K+$822026-10-20
OceanIQ Capital, LLC
INCREASED1,5471,529+18+1%$280.0K$251.8K-$28.2K2026-10-19
Willow Creek Capital Management, Inc.
NEW1,530—+1,530——$247.7K—2026-10-16
High Note Wealth, LLC
INCREASED1,5271,494+33+2%$241.9K$250.7K+$8.8K2026-10-27
GC Wealth Management RIA, LLC
DECREASED1,5181,702-184-11%$275.6K$249.2K-$26.4K2026-11-02
Regatta Capital Group, LLC
NEW1,517—+1,517——$249.0K—2026-10-23
Sicart Associates LLC
UNCHANGED1,5131,51300%$245.0K$249.3K+$4.3K2026-10-29
Towercrest Capital Management
UNCHANGED1,5131,51300%$245.0K$248.4K+$3.4K2026-10-23
Drive Wealth Management, LLC
NEW1,512—+1,512——$248.2K—2026-11-09
Summit Financial Strategies, Inc.
UNCHANGED1,5081,50800%$244.1K$247.5K+$3.4K2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED1,5011,50100%$243.0K$246.4K+$3.4K2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED1,5011,50100%$243.0K$246.4K+$3.4K2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED1,5001,50000%$242.9K$246.2K+$3.4K2026-10-19
AF Advisors, Inc.
UNCHANGED1,5001,50000%$242.9K$246.2K+$3.4K2026-11-06
Blue Jean Financial LLC
INCREASED1,4961,432+64+4%$231.9K$245.6K+$13.7K2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED1,4921,486+6+0%$240.6K$244.8K+$4.2K2026-10-14
TigerOak Management, L.L.C.
INCREASED1,4901,430+60+4%$231.5K$244.6K+$13.1K2026-10-23
Canopy Partners, LLC
INCREASED1,4881,382+106+8%$223.8K$244.3K+$20.5K2026-10-28
Squire Investment Management Company, LLC
INCREASED1,4861,472+14+1%$238.3K$243.9K+$5.7K2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,4852,385-900-38%$386.2K$243.8K-$142.4K2026-10-21
Rayburn West Financial Services LLC
UNCHANGED1,4851,48500%$240.4K$243.8K+$3.3K2026-11-03
Howard Financial Services, Ltd.
INCREASED1,4831,361+122+9%$220.4K$243.5K+$23.1K2026-10-15
Linscomb Wealth, Inc.
UNCHANGED1,4831,48300%$240.1K$243.4K+$3.3K2026-11-05
Versant Capital Management, Inc
INCREASED1,4811,298+183+14%$210.2K$243.1K+$32.9K2026-10-02
Connecticut Wealth Management, LLC
DECREASED1,4791,646-167-10%$266.5K$242.8K-$23.7K2026-10-13
Wakefield Asset Management Lllp
UNCHANGED1,4751,47500%$238.8K$242.1K+$3.3K2026-11-05
PFG Advisors
NEW1,472—+1,472——$241.6K—2026-10-16
Floyd Financial Group LLC
DECREASED1,4701,480-10-1%$231.7K$239.3K+$7.5K2026-10-28
StoneX Group Inc.
DECREASED1,4691,560-91-6%$252.6K$241.2K-$11.4K2026-11-03
Trilogy Capital Inc.
INCREASED1,4671,456+11+1%$235.8K$240.9K+$5.1K2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED1,4581,462-40%$236.7K$239.3K+$2.5K2026-10-29
Novem Group
DECREASED1,4571,518-61-4%$245.8K$239.2K-$6.6K2026-10-19
Penobscot Wealth Management
DECREASED1,4561,462-60%$236.8K$238.9K+$2.2K2026-10-21
Hilltop National Bank
INCREASED1,4541,329+125+9%$215.2K$238.7K+$23.5K2026-10-14
Traynor Capital Management, Inc.
NEW1,451—+1,451——$238.1K—2026-10-29
Perennial Advisors, LLC
UNCHANGED1,4511,45100%$235.0K$238.2K+$3.3K2026-10-13
Lanark Financial, Inc.
DECREASED1,4491,474-25-2%$238.8K$237.9K-$9062026-10-26
Baldwin Wealth Partners LLC
UNCHANGED1,4481,44800%$234.4K$237.7K+$3.2K2026-10-13
Alliance Wealth Management Group
UNCHANGED1,4391,43900%$233.0K$236.2K+$3.2K2026-10-29
QTR Family Wealth, LLC
INCREASED1,4341,305+129+10%$211.2K$235.4K+$24.1K2026-11-02
Willow Creek Wealth Management Inc.
INCREASED1,4331,429+4+0%$231.4K$235.2K+$3.9K2026-10-26
Reynders McVeigh Capital Management, LLC
INCREASED1,4221,420+2+0%$230.0K$233.5K+$3.5K2026-10-30
Accel Wealth Management
INCREASED1,4121,411+1+0%$228.5K$231.7K+$3.3K2026-10-13
Carter Financial Group, Inc.
INCREASED1,4101,384+26+2%$224.1K$231.4K+$7.3K2026-10-21
Balboa Wealth Partners
INCREASED1,4091,353+56+4%$219.1K$231.3K+$12.2K2026-10-20
Stockman Wealth Management, Inc.
DECREASED1,4071,413-60%$228.8K$231.0K+$2.2K2026-10-27
Marathon Capital Management
UNCHANGED1,4061,40600%$227.6K$230.8K+$3.2K2026-10-23
Braun-Bostich & Associates Inc.
DECREASED1,4051,423-18-1%$230.4K$230.6K+$2332026-10-20
Pekin Hardy Strauss, Inc.
UNCHANGED1,4021,40200%$227.0K$230.1K+$3.1K2026-11-02
Buck Wealth Strategies, LLC
INCREASED1,3901,356+34+3%$219.6K$228.2K+$8.6K2026-10-28
Fermata Advisors, LLC
INCREASED1,3891,242+147+12%$201.1K$227.9K+$26.8K2026-10-13
Lantern Wealth Advisors, LLC
INCREASED1,3841,383+1+0%$223.9K$227.2K+$3.3K2026-10-22
Windsor Capital Management, LLC
DECREASED1,3791,933-554-29%$313.1K$226.4K-$86.8K2026-10-13
Platform Technology Partners
DECREASED1,3771,459-82-6%$236.2K$226.0K-$10.2K2026-11-02
SP Asset Management LLC
INCREASED1,3751,368+7+1%$221.5K$225.6K+$4.1K2026-11-05
Kuhn & Co Investment Counsel
INCREASED1,3721,365+7+1%$221.0K$225.2K+$4.2K2026-10-29
Legacy Financial Independent Advisors LLC
UNCHANGED1,3701,37000%$221.8K$224.9K+$3.1K2026-11-02
Next Level Private LLC
INCREASED1,3671,339+28+2%$216.8K$224.4K+$7.6K2026-10-20
JSF Financial, LLC
NEW1,363—+1,363——$223.8K—2026-10-22
Capstone Wealth Management, LLC
NEW1,362—+1,362——$223.6K—2026-11-02
Patriot Financial Group Insurance Agency, LLC
NEW1,356—+1,356——$222.6K—2026-10-14
Revolve Wealth Partners, LLC
INCREASED1,3521,340+12+1%$216.9K$221.9K+$5.0K2026-10-23
Segment Wealth Management, LLC
DECREASED1,3501,428-78-5%$231.2K$221.6K-$9.6K2026-10-26
Thrive Wealth Management, LLC
INCREASED1,3481,327+21+2%$214.8K$221.3K+$6.5K2026-10-13
Woodley Farra Manion Portfolio Management Inc
UNCHANGED1,3471,34700%$218.1K$221.1K+$3.0K2026-11-05
LexAurum Advisors, LLC
DECREASED1,3431,368-25-2%$221.5K$220.5K-$1.1K2026-10-19
Partners Wealth Management, LLC
NEW1,341—+1,341——$220.1K—2026-10-28
ADE, LLC
DECREASED1,3411,353-12-1%$219.1K$220.1K+$1.1K2026-10-29
Landaas & Co
DECREASED1,3381,433-95-7%$232.0K$219.6K-$12.4K2026-10-29
Independent Wealth Network Inc.
DECREASED1,3361,344-8-1%$217.5K$219.3K+$1.8K2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED1,3271,32700%$214.9K$217.8K+$3.0K2026-10-26
Signature Estate & Investment Advisors LLC
NEW1,318—+1,318——$216.3K—2026-10-13
Financial Council, LLC
UNCHANGED1,3161,31600%$213.1K$216.0K+$2.9K2026-11-02
Ables, Iannone, Moore & Associates, Inc.
INCREASED1,3141,264+50+4%$204.7K$215.7K+$11.0K2026-10-06
Summit Securities Group LLC
INCREASED1,312604+708+117%$97.8K$215.4K+$117.6K2026-11-05
Foster Group, Inc.
DECREASED1,3101,348-38-3%$218.2K$215.0K-$3.2K2026-10-13
TL Private Wealth
UNCHANGED1,3101,31000%$207.0K$210.8K+$3.8K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED1,3101,31000%$212.1K$215.0K+$2.9K2026-10-29
North Forty Two & Co.
UNCHANGED1,3101,31000%$212.1K$215.0K+$2.9K2026-10-19
Integral Investment Advisors, Inc.
DECREASED1,3071,365-58-4%$221.0K$214.5K-$6.5K2026-11-03
Riversedge Advisors, LLC
NEW1,304—+1,304——$214.1K—2026-10-09
Camden National Bank
DECREASED1,3011,321-20-2%$213.9K$213.6K-$3242026-11-02
Atala Financial Inc
DECREASED1,3011,309-8-1%$211.9K$213.6K+$1.6K2026-10-22
Future Financial Wealth Managment LLC
DECREASED1,3001,600-300-19%$271.3K$213.4K-$57.9K2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED1,3001,306-60%$211.4K$213.4K+$2.0K2026-10-16
Capital Advisors, Ltd. LLC
DECREASED1,2961,418-122-9%$230$213-$172026-10-27
Clear Harbor Asset Management, LLC
NEW1,289—+1,289——$211.6K—2026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED1,2891,285+4+0%$204.5K$209.0K+$4.5K2026-10-19
BAM Wealth Management, LLC
NEW1,288—+1,288——$211.4K—2026-10-15
Crusonia Wealth Advisors LLC
NEW1,287—+1,287——$211.3K—2026-10-26
55 North Private Wealth, LLC
NEW1,284—+1,284——$210.8K—2026-10-20
Dorval Corp
NEW1,280—+1,280——$210.1K—2026-10-29
KFA Private Wealth Group, LLC
INCREASED1,2771,276+1+0%$206.6K$209.6K+$3.0K2026-10-07
Flagship Wealth Advisors, LLC
UNCHANGED1,2691,26900%$205.5K$208.3K+$2.8K2026-11-03
Berman McAleer LLC
DECREASED1,2661,321-55-4%$213.9K$207.8K-$6.1K2026-10-16
Eagle Wealth Strategies LLC
INCREASED1,2651,256+9+1%$203.4K$207.6K+$4.2K2026-10-20
Jamison Private Wealth Management, Inc.
DECREASED1,2621,380-118-9%$223.4K$207.1K-$16.3K2026-10-14
Quad-Cities Investment Group, LLC
UNCHANGED1,2621,26200%$204.3K$207.2K+$2.9K2026-10-16
Rossby Financial, LCC
INCREASED1,256908+348+38%$147.0K$206.2K+$59.2K2026-11-05
Mechanics Financial Corp
DECREASED1,2561,286-30-2%$208.2K$206.2K-$2.0K2026-11-05
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED1,2551,25500%$203.2K$206.0K+$2.8K2026-10-07
TriaGen Wealth Management LLC
UNCHANGED1,2541,25400%$203.0K$205.8K+$2.8K2026-10-14
Parisi Gray Wealth Management
INCREASED1,2521,251+1+0%$202.5K$205.5K+$2.9K2026-10-16
HCR Wealth Advisors
NEW1,251—+1,251——$205.4K—2026-10-15
Clearstead Trust, LLC
INCREASED1,2481,151+97+8%$186.4K$204.8K+$18.4K2026-11-06
Obermeyer Wealth Partners
DECREASED1,2421,280-38-3%$207.2K$203.9K-$3.4K2026-10-21
Cornell Pochily Investment Advisors, Inc.
UNCHANGED1,2371,23700%$200.3K$203.1K+$2.8K2026-10-19
Agate Pass Investment Management, LLC
NEW1,234—+1,234——$202.6K—2026-10-20
Thayer Partners, LLC / MA
NEW1,228—+1,228——$201.6K—2026-11-06
Symmetry Partners, LLC
NEW1,224—+1,224——$201.0K—2026-10-27
WealthPlan Investment Management, LLC
NEW1,220—+1,220——$200.3K—2026-10-15
Gould Asset Management LLC
NEW1,219—+1,219——$200.2K—2026-11-06
Amplius Wealth Advisors, LLC
DECREASED1,2191,347-128-9%$218.1K$200.2K-$18.0K2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED1,2141,21400%$196.6K$199.3K+$2.7K2026-10-13
Provenance Wealth Advisors, LLC
NEW1,204—+1,204——$197.6K—2026-10-30
MeadowBrook Investment Advisors LLC
UNCHANGED1,1571,15700%$187.3K$203.1K+$15.8K2026-10-29
North Point Portfolio Managers Corp
NEW1,152—+1,152——$189.1K—2026-10-07
Swiss RE LTD
INCREASED1,147698+449+64%$113.0K$188.3K+$75.3K2026-11-06
TFC Financial Management, Inc.
DECREASED1,1387,006-5,868-84%$1.1M$186.8K-$947.5K2026-10-26
Byrne Asset Management LLC
UNCHANGED1,1161,11600%$180.7K$181.9K+$1.2K2026-10-06
Armstrong Advisory Group, Inc
INCREASED1,0961,095+1+0%$177.3K$179.8K+$2.5K2026-10-09
Bullock Wealth Management Group
INCREASED1,0811,077+4+0%$172.4K$176.2K+$3.8K2026-10-09
Evermay Wealth Management LLC
DECREASED1,0071,078-71-7%$174.5K$165.3K-$9.2K2026-11-05
Blume Capital Management, Inc.
UNCHANGED1,0001,00000%$161.9K$164.2K+$2.2K2026-10-26
Gladwyn Financial Advisors, Inc.
UNCHANGED99899800%$161.7K$163.9K+$2.2K2026-10-05
Acima Private Wealth, LLC
UNCHANGED97597500%$157.9K$160.0K+$2.2K2026-10-05
Rosenberg Matthew Hamilton
DECREASED968979-11-1%$158.5K$158.9K+$3872026-10-05
Valley National Advisers Inc
INCREASED956873+83+10%$141.3K$156.9K+$15.6K2026-10-23
Fortitude Family Office, LLC
INCREASED939202+737+365%$32.7K$154.1K+$121.4K2026-10-14
Alpine Bank Wealth Management
UNCHANGED92092000%$149.0K$151.0K+$2.1K2026-10-16
Financial Consulate, Inc
INCREASED917368+549+149%$59.6K$150.5K+$91.0K2026-10-23
Ares Financial Consulting, LLC
UNCHANGED87687600%$141.8K$143.8K+$2.0K2026-10-19
Essential Partners LLC
INCREASED844453+391+86%$73.3K$138.5K+$65.2K2026-10-14
Indiana Trust & Investment Management Co
DECREASED830900-70-8%$145.7K$136.2K-$9.5K2026-10-22
Kimelman & Baird, LLC
NEW800—+800——$131.3K—2026-11-03
Zeit Capital LLC
UNCHANGED80080000%$129.5K$131.3K+$1.8K2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED79779700%$129.0K$130.8K+$1.8K2026-11-06
NBH Bank
UNCHANGED75975900%$122.9K$124.6K+$1.7K2026-11-05
City Holding Co
UNCHANGED75575500%$122.2K$123.9K+$1.7K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED754702+52+7%$113.7K$123.9K+$10.1K2026-10-16
Richardson Capital Management LLC
UNCHANGED75175100%$121.6K$123.3K+$1.7K2026-10-23
Ameliora Wealth Management Ltd.
UNCHANGED75075000%$121.4K$123.1K+$1.7K2026-10-23
Concord Wealth Partners
DECREASED739839-100-12%$135.9K$121.4K-$14.5K2026-11-02
Birchbrook, Inc.
UNCHANGED72672600%$117.5K$119.1K+$1.6K2026-10-14
Elevation Wealth Partners, LLC
INCREASED709694+15+2%$112.4K$116.4K+$4.0K2026-10-07
Archer Investment Corp
INCREASED703702+1+0%$113.7K$115.4K+$1.7K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED684354+330+93%$57.3K$112.3K+$55.0K2026-10-29
Advocate Investing Services LLC
UNCHANGED67467400%$109.1K$110.6K+$1.5K2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED67067000%$108.5K$110.0K+$1.5K2026-10-30
Princeton Global Asset Management LLC
UNCHANGED66766700%$108.0K$109.5K+$1.5K2026-10-21
Pacifica Partners Inc.
DECREASED664696-32-5%$111.6K$108.3K-$3.4K2026-10-09
Lloyd Advisory Services, Llc.
UNCHANGED66266200%$107.1K$108.6K+$1.5K2026-11-02
Community Financial Services Group, LLC
DECREASED649679-30-4%$108.6K$105.8K-$2.8K2026-10-15
JFS Wealth Advisors, LLC
INCREASED649648+1+0%$104.9K$106.5K+$1.6K2026-11-03
Heritage Family Offices, LLP
NEW648—+648——$106.4K—2026-11-02
Silver Grove Financial Group, Inc.
INCREASED645611+34+6%$99.0K$105.9K+$7.0K2026-11-05
Horizon Financial Services, LLC
DECREASED620686-66-10%$111.1K$101.8K-$9.3K2026-11-04
True Wealth Design, LLC
INCREASED594445+149+33%$72.1K$97.5K+$25.5K2026-10-13
Clayton Financial Group LLC
NEW590—+590——$96.8K—2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED58558500%$95$96+$12026-10-13
First Command Advisory Services, Inc.
DECREASED5551,021-466-46%$165.3K$91.1K-$74.2K2026-11-05
Entrust Financial LLC
UNCHANGED54154100%$87.6K$88.8K+$1.2K2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED53053000%$85.8K$87.0K+$1.2K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED524522+2+0%$84.5K$86.0K+$1.5K2026-10-27
SRH Advisors, LLC
DECREASED5001,000-500-50%$161.9K$82.1K-$79.8K2026-10-22
Old Second National Bank of Aurora
UNCHANGED50050000%$81.0K$82.1K+$1.1K2026-10-22
Morton Brown Family Wealth, LLC
UNCHANGED50050000%$81.0K$82.1K+$1.1K2026-10-23
Transce3nd, LLC
NEW491—+491——$85.8K—2026-10-26
Southern Michigan Bank & Trust
UNCHANGED48048000%$77.7K$78.8K+$1.1K2026-10-19
Cape Investment Advisory, Inc.
INCREASED475470+5+1%$76.1K$77.9K+$1.8K2026-10-13
Bank of New Hampshire
UNCHANGED47247200%$76.4K$77.5K+$1.1K2026-10-06
American Capital Advisory, LLC
INCREASED463461+2+0%$74.7K$76.1K+$1.4K2026-10-28
Albion Financial Group
INCREASED452450+2+0%$72.9K$74.3K+$1.4K2026-10-21
Compass Wealth Management LLC
NEW442—+442——$72.6K—2026-10-22
Mcdonald Partners LLC
UNCHANGED44044000%$71.2K$72.2K+$9862026-11-03
Hartford Financial Management Inc.
UNCHANGED43443400%$70.3K$71.2K+$9732026-10-21
Ashurst Perkins Coie Trust Co
INCREASED418310+108+35%$50.2K$68.6K+$18.4K2026-10-15
Birch Financial Group, LLC
NEW415—+415——$68.1K—2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED40440400%$65.4K$66.3K+$9052026-10-15
Steph & Co
UNCHANGED40040000%$64.8K$65.7K+$8962026-10-07
Vision Financial Markets LLC
UNCHANGED40040000%$64.4K$65.5K+$1.1K2026-10-22
Salomon & Ludwin, LLC
UNCHANGED39239200%$62.7K$64.3K+$1.6K2026-10-29
Valued Wealth Advisors LLC
INCREASED386370+16+4%$59.9K$63.3K+$3.4K2026-11-05
William Mack & Associates, Inc.
NEW384—+384——$63.1K—2026-10-27
First Premier Bank
UNCHANGED37937900%$61$62+$12026-10-13
Creative Capital Management Investments LLC
INCREASED375369+6+2%$59.7K$61.5K+$1.8K2026-10-28
Centerpoint Advisors, LLC
UNCHANGED37537500%$61.0K$62-$60.9K2026-11-05
Next Level Wealth Planning, LLC
NEW370—+370——$60.7K—2026-10-29
Pacific Center for Financial Services
UNCHANGED37037000%$59.9K$60.7K+$8292026-10-15
Addison Advisors LLC
INCREASED369365+4+1%$59.1K$60.6K+$1.5K2026-11-06
Boit C F David
NEW360—+360——$59.1K—2026-10-29
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED345448-103-23%$72.5K$56.6K-$15.9K2026-11-06
Collier Financial
INCREASED343342+1+0%$55.3K$56.4K+$1.0K2026-11-06
Mascoma Wealth Management LLC
DECREASED341342-10%$55.4K$56.0K+$6022026-10-23
Northstar Asset Management Co
UNCHANGED33633600%$58.0K$58.7K+$7122026-10-22
Richardson Financial Services Inc.
INCREASED335215+120+56%$34.8K$55.0K+$20.2K2026-10-30
Carolina Wealth Advisors, LLC
DECREASED335388-53-14%$62.8K$55.0K-$7.8K2026-10-23
Proathlete Wealth Management LLC
INCREASED329250+79+32%$40.5K$54.0K+$13.5K2026-10-15
Livelsberger Financial Advisory
NEW323—+323——$53.0K—2026-10-28
Coston, McIsaac & Partners
DECREASED319327-8-2%$52$52.5K+$52.4K2026-11-06
Burkett Financial Services, LLC
INCREASED317315+2+1%$51.1K$52.1K+$9532026-10-01
Marquette Asset Management, LLC
DECREASED315325-10-3%$52.6K$51.7K-$9132026-10-09
John Boyer, Inc.
NEW310—+310——$50.9K—2026-10-27
West Paces Advisors Inc.
UNCHANGED30530500%$49.4K$50.1K+$6832026-10-13
Nova Financial LLC
NEW302—+302——$49.6K—2026-11-04
Fairway Wealth LLC
NEW300—+300——$49.2K—2026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED30030000%$48.6K$49.2K+$6722026-10-09
Kroeger Financial Partners
UNCHANGED30030000%$48.6K$49.2K+$6722026-10-19
Murphy & Mullick Capital Management Corp
INCREASED295285+10+4%$46.1K$48.4K+$2.3K2026-11-02
First United Bank & Trust
UNCHANGED29029000%$47.0K$47.6K+$6502026-10-22
Manitou Investment Management Ltd.
UNCHANGED29029000%$47.0K$47.6K+$6492026-10-15
SJS Investment Consulting Inc.
INCREASED28274+208+281%$12.0K$46.3K+$34.3K2026-10-26
Private Wealth Management Group, LLC
INCREASED281203+78+38%$32.9K$46.1K+$13.3K2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED27427400%$44.4K$45.0K+$6142026-10-26
Owl Creek Wealth Partners LLC
DECREASED272426-154-36%$69.0K$44.6K-$24.3K2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED26926900%$43.6K$44.2K+$6022026-11-02
Ascentis Wealth Management, LLC
DECREASED2672,182-1,915-88%$353.3K$43.8K-$309.4K2026-11-03
Thompson Investment Management, Inc.
UNCHANGED26726700%$43.3K$43.9K+$5992026-10-14
Hager Investment Management Services, LLC
DECREASED255259-4-2%$41.9K$41.9K-$772026-11-04
Plante Moran Financial Advisors, LLC
DECREASED251261-10-4%$42.3K$41.2K-$1.1K2026-11-04
Sfam, LLC
DECREASED247280-33-12%$45.3K$40.5K-$4.8K2026-11-03
Planning Strategies Inc.
UNCHANGED24224200%$39.2K$39.7K+$5422026-10-02
Compass Financial Management LLC
INCREASED238237+1+0%$38.4K$39.0K+$5562026-10-30
Arlington Trust Co LLC
INCREASED235155+80+52%$25.1K$38.6K+$13.5K2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED235231+4+2%$37.4K$38.6K+$1.2K2026-10-30
Asset Planning,Inc
DECREASED233289-56-19%$46.8K$38.2K-$8.6K2026-10-26
Investors Research Corp
UNCHANGED23023000%$37.2K$37.8K+$5162026-10-07
Westside Investment Management, Inc.
UNCHANGED21821800%$35.3K$35.3K+$102026-11-02
Meriwether Wealth & Planning, LLC
NEW216—+216——$35.5K—2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED21521500%$36$36$02026-11-04
Tradewinds Capital Management, LLC
UNCHANGED20620600%$33.4K$33.8K+$4612026-10-23
Latitude Advisors, LLC
NEW205—+205——$33.7K—2026-10-27
Signature Equity Partners, LLC
INCREASED203177+26+15%$28.6K$33.3K+$4.7K2026-10-29
Trellis Wealth Advisors LLC
NEW200—+200——$32.8K—2026-10-19
Curat Global, LLC
UNCHANGED20020000%$32.4K$32.8K+$4482026-10-26
Valley Wealth Managers, Inc.
UNCHANGED20020000%$32.4K$32.8K+$4482026-10-09
DecisionPoint Financial, LLC
INCREASED1998+191+2388%$1.3K$32.4K+$31.2K2026-10-27
Goodman Advisory Group, LLC
NEW190—+190——$31.2K—2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED18018000%$29.1K$29.6K+$4972026-10-28
Piscataqua Savings Bank
DECREASED174194-20-10%$31.4K$28.6K-$2.8K2026-10-21
Vermillion Wealth Management, Inc.
DECREASED167413-246-60%$66.9K$27.5K-$39.4K2026-10-26
DB Fitzpatrick & Co, Inc
UNCHANGED16516500%$26.7K$27.1K+$3702026-10-19
Security National Bank
UNCHANGED16016000%$25.9K$26.3K+$3582026-10-26
Align Financial, LLC
UNCHANGED16016000%$25.9K$26.3K+$3582026-10-16
IFS Advisors, LLC
UNCHANGED15815800%$25.6K$25.9K+$3542026-10-14
Burk Holdings LLC
INCREASED156139+17+12%$22.5K$25.6K+$3.1K2026-11-05
Activest Wealth Management
INCREASED154140+14+10%$22.7K$25.3K+$2.6K2026-10-15
Avion Wealth
DECREASED152190-38-20%$30$24-$62026-11-04
Peck Wealth Management, LLC
UNCHANGED15015000%$24.3K$24.6K+$3362026-10-29
TrustBank
UNCHANGED15015000%$24.3K$24.6K+$3362026-10-20
Joseph Group Capital Management
INCREASED149102+47+46%$16.5K$24.5K+$7.9K2026-11-04
Financial Freedom, LLC
NEW145—+145——$23.8K—2026-11-06
New England Capital Financial Advisors LLC
UNCHANGED14514500%$23.5K$23.8K+$3252026-11-03
Highline Wealth Partners LLC
INCREASED14197+44+45%$15.7K$23.1K+$7.4K2026-10-19
Atlantic Edge Private Wealth Management, LLC
DECREASED140170-30-18%$27.5K$23.0K-$4.5K2026-10-20
Team Financial Group, LLC
NEW139—+139——$22.8K—2026-10-30
Tsfg, LLC
UNCHANGED13913900%$23$23$02026-10-23
Trust Co
DECREASED138170-32-19%$27.5K$22.7K-$4.9K2026-10-09
Accordant Advisory Group Inc
UNCHANGED13513500%$21.9K$22.2K+$3032026-10-29
Roxbury Financial LLC
UNCHANGED13213200%$21.3K$21.6K+$3152026-10-01
Quaker Wealth Management, LLC
INCREASED13014+116+829%$2.3K$21.3K+$19.0K2026-10-22
Axxion S.A.
UNCHANGED12712700%$20.6K$20.8K+$2842026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED12512500%$20.2K$20.5K+$2802026-10-23
Winthrop Capital Management, LLC
UNCHANGED12012000%$19$19.7K+$19.7K2026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED11711700%$18.9K$19.2K+$2622026-10-23
DeDora Capital, Inc.
NEW110—+110——$18.1K—2026-10-26
Abound Wealth Management
UNCHANGED11011000%$17.8K$18.1K+$2462026-10-26
Covestor Ltd
INCREASED109108+1+1%$18$18$02026-10-30
Hoey Investments, Inc
UNCHANGED10810800%$17.5K$17.7K+$2422026-10-29
Trifecta Capital Advisors, LLC
UNCHANGED10510500%$17.0K$17.2K+$2352026-10-21
Newton One Investments LLC
INCREASED104103+1+1%$16.7K$17.0K+$3122026-10-14
Bare Financial Services, Inc
INCREASED10088+12+14%$14.2K$16.4K+$2.2K2026-11-04
Pittenger & Anderson Inc
UNCHANGED10010000%$16.2K$16.4K+$2242026-11-02
Coastline Trust Co
UNCHANGED10010000%$16.2K$16.4K+$2242026-10-01
St. Johns Investment Management Company, LLC
UNCHANGED10010000%$16.2K$16.4K+$2242026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED10010000%$16.2K$16.4K+$2242026-10-23
PFS Partners, LLC
UNCHANGED10010000%$16.2K$16.4K+$2242026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED991,172-1,073-92%$189.7K$16.2K-$173.5K2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED9680+16+20%$13.0K$15.8K+$2.8K2026-11-03
Maseco LLP
INCREASED9684+12+14%$13.6K$15.8K+$2.2K2026-10-27
Lodestone Wealth Management LLC
UNCHANGED949400%$15.2K$15.4K+$2102026-10-14
WPG Advisers, LLC
DECREASED91103-12-12%$16.7K$14.9K-$1.7K2026-10-27
Hurley Capital, LLC
UNCHANGED878700%$14.1K$14.3K+$2632026-11-05
Yankcom Partnership
UNCHANGED818100%$13.1K$13.3K+$1812026-10-15
Elevated Capital Advisors, LLC
UNCHANGED808000%$13.0K$13.1K+$1792026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED787800%$12.7K$12.9K+$1762026-10-28
Holos Integrated Wealth LLC
UNCHANGED727200%$11.4K$11.7K+$2882026-10-23
First Financial Corp
UNCHANGED727200%$11.7K$11.8K+$1612026-10-13
IMG Wealth Management, Inc.
INCREASED7165+6+9%$10.5K$11.7K+$1.1K2026-10-27
Kingdom Financial Group Llc.
NEW70—+70——$11.5K—2026-11-04
William B. Walkup & Associates, Inc.
UNCHANGED686800%$11.0K$11.2K+$1522026-11-05
Polaris Financial Partners
NEW67—+67——$11—2026-10-02
Hughes Financial Services, LLC
INCREASED6747+20+43%$7.6K$11.9K+$4.3K2026-10-30
10Elms LLP
NEW66—+66——$10.8K—2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED666600%$10.7K$10.8K+$1482026-10-14
Harbor Asset Planning, Inc.
UNCHANGED656500%$10.5K$10.7K+$1462026-10-23
Markowski Investments
UNCHANGED656500%$10.5K$10.7K+$1972026-10-30
Dogwood Wealth Management LLC
INCREASED6358+5+9%$9.4K$10.3K+$9502026-11-09
Sima Wealth Partners, LLC
UNCHANGED626200%$10.0K$10.2K+$1392026-10-19
Legacies Wealth LLC
UNCHANGED606000%$9.7K$9.8K+$1342026-11-02
Adkins Seale Capital Management LLC
UNCHANGED595900%$9.6K$9.7K+$1322026-10-27
Retirement Wealth Solutions LLC
INCREASED5540+15+38%$6.5K$9.0K+$2.6K2026-10-07
Tower Trust & Investment Co
UNCHANGED545400%$8.7K$8.9K+$1212026-10-28
Davis Capital Management
UNCHANGED535300%$8.6K$8.7K+$1192026-10-08
Wolff Wiese Magana LLC
DECREASED5294-42-45%$15.2K$8.5K-$6.7K2026-10-15
IAG Wealth Partners, LLC
UNCHANGED505000%$8.1K$8.2K+$1122026-11-06
Clark Wealth Partners
INCREASED4740+7+18%$6.5K$7.7K+$1.2K2026-10-19
Sunrise Financial Services, LLC
UNCHANGED474700%$7.6K$7.7K+$1052026-10-21
Aspect Partners, LLC
INCREASED4439+5+13%$6.3K$7.2K+$9082026-10-20
DiNuzzo Private Wealth, Inc.
INCREASED4443+1+2%$7.0K$7.2K+$2602026-10-16
Friedenthal Financial
NEW40—+40——$6.6K—2026-10-27
Gleason Group, Inc.
UNCHANGED404000%$6.5K$6.6K+$902026-10-15
Evolution Wealth Management Inc.
UNCHANGED373700%$6.0K$6.1K+$832026-10-28
Three Bridge Wealth Advisors, LLC
NEW32—+32——$5.3K—2026-11-05
Bfsg, LLC
NEW31—+31——$5.1K—2026-10-30
Balance Wealth Partners LLC
NEW30—+30——$4.9K—2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED303000%$4.9K$4.9K+$672026-10-14
Rakuten Securities, Inc.
DECREASED2497-73-75%$15.7K$3.9K-$11.8K2026-11-02
Kozak & Associates, Inc.
DECREASED2445-21-47%$7.3K$4.1K-$3.1K2026-10-29
United Community Bank
DECREASED1763-46-73%$10.2K$2.8K-$7.4K2026-10-28
Rothwell Investment Advisors, LLC
NEW16—+16——$2.6K—2026-11-06
Navigoe, LLC
DECREASED1516-1-6%$2$2$02026-11-04
PayPay Securities Corp
DECREASED1213-1-8%$2.1K$2.0K-$1352026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED121200%$4.4K$4.5K+$702026-10-19
GoalVest Advisory LLC
DECREASED1117-6-35%$2.8K$1.8K-$9462026-10-02
GS Investments, Inc.
DECREASED1015-5-33%$2.4K$1.6K-$7872026-11-05
Downshift Financial, LLC
DECREASED1014-4-29%$2.3K$1.6K-$6252026-10-13
Reap Financial Group, LLC
UNCHANGED101000%$1.6K$1.6K+$232026-11-02
Fortis Group Advisors, LLC
UNCHANGED101000%$1.6K$1.6K+$232026-11-06
McCarley & Cook Financial Planners
UNCHANGED8800%$1.3K$1.3K+$182026-10-21
Breakwater Investment Management
INCREASED74+3+75%$648$1.2K+$5022026-10-20
1620 Investment Advisors, Inc.
UNCHANGED7700%$1.2K$1.2K+$162026-11-04
Noble Wealth Management PBC
UNCHANGED7700%$1.1K$1.1K+$162026-10-01
Phillip James Consulting Co.
UNCHANGED5500%$810$821+$112026-11-03
UMB Private Wealth Management, LLC
NEW4—+4——$657—2026-10-19
Signature Resources Capital Management, LLC
DECREASED413-9-69%$2.1K$657-$1.4K2026-10-16
Redwood Park Advisors LLC
UNCHANGED4400%$648$657+$92026-11-02
NorthAvenue LLC
UNCHANGED4400%$648$657+$92026-10-29
Maryland Capital Advisors Inc.
UNCHANGED3300%$486$493+$72026-10-15
Godsey & Gibb, Inc
NEW2—+2——$329—2026-10-14
3 Factor Indexing, LLC
UNCHANGED2200%$324$329+$52026-10-15
GK Wealth Management LLC
NEW1—+1——$149—2026-10-09
Caitong International Asset Management Co., Ltd
NEW1—+1——$164—2026-10-29
Gilpin Wealth Management, LLC
NEW1—+1——$165—2026-10-09
West Branch Capital LLC
UNCHANGED1100%$162$165+$32026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED049,634-49,634-100%$8.0M$0-$8.0M2026-10-16
VCI Wealth Management LLC
CLOSED017,013-17,013-100%$2.8M$0-$2.8M2026-10-29
Arbor Capital Management Inc
CLOSED015,621-15,621-100%$2.7M$0-$2.7M2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED010,321-10,321-100%$1.7M$0-$1.7M2026-10-14
OmniStar Financial Group, Inc.
CLOSED08,760-8,760-100%$1.4M$0-$1.4M2026-10-26
Wellington Shields & Co., LLC
CLOSED07,324-7,324-100%$1.2M$0-$1.2M2026-11-03
111 Capital
CLOSED07,099-7,099-100%$1.1M$0-$1.1M2026-11-03
Alkeme Wealth, LLC
CLOSED05,890-5,890-100%$953.6K$0-$953.6K2026-10-08
R Squared Ltd
CLOSED05,624-5,624-100%$910.6K$0-$910.6K2026-11-06
Autumn Glory Partners, LLC
CLOSED05,140-5,140-100%$832.2K$0-$832.2K2026-10-26
MQS Management LLC
CLOSED03,211-3,211-100%$519.9K$0-$519.9K2026-11-06
Vanguard Capital Wealth Advisors
CLOSED02,810-2,810-100%$454.9K$0-$454.9K2026-10-16
Sigma Investment Counselors Inc
CLOSED02,546-2,546-100%$412.2K$0-$412.2K2026-10-27
Hikari Power Ltd
CLOSED01,760-1,760-100%$285.0K$0-$285.0K2026-10-30
Wellington Shields Capital Management, LLC
CLOSED01,723-1,723-100%$279.0K$0-$279.0K2026-11-03
Northwest Financial Advisors
CLOSED01,722-1,722-100%$278.8K$0-$278.8K2026-10-27
Clear Creek Financial Management, LLC
CLOSED01,618-1,618-100%$261.9K$0-$261.9K2026-10-28
Well Done, LLC
CLOSED01,611-1,611-100%$260.8K$0-$260.8K2026-10-20
Kestra Investment Management, LLC
CLOSED01,519-1,519-100%$245.9K$0-$245.9K2026-11-04
SmartHarvest Portfolios, LLC
CLOSED01,411-1,411-100%$228.5K$0-$228.5K2026-10-26
Galvin, Gaustad & Stein, LLC
CLOSED01,388-1,388-100%$224.7K$0-$224.7K2026-10-08
CGN Advisors LLC
CLOSED01,367-1,367-100%$221.3K$0-$221.3K2026-10-21
Core Wealth Management, Inc.
CLOSED01,330-1,330-100%$215.3K$0-$215.3K2026-10-22
Moller Wealth Partners
CLOSED01,328-1,328-100%$215.0K$0-$215.0K2026-10-15
Impact Investors, Inc
CLOSED01,298-1,298-100%$210.2K$0-$210.2K2026-11-02
Great Diamond Partners, LLC
CLOSED01,290-1,290-100%$208.9K$0-$208.9K2026-10-13
Financial Advisory Corp
CLOSED01,271-1,271-100%$205.8K$0-$205.8K2026-10-14
LeConte Wealth Management, LLC
CLOSED01,257-1,257-100%$203.5K$0-$203.5K2026-10-20
Richwood Investment Advisors, LLC
CLOSED01,248-1,248-100%$202.1K$0-$202.1K2026-10-30
JB Capital LLC
CLOSED01,246-1,246-100%$201.7K$0-$201.7K2026-10-19
CrossGen Wealth, LLC
CLOSED01,241-1,241-100%$200.9K$0-$200.9K2026-10-30
Tenet Wealth Partners, LLC
CLOSED01,145-1,145-100%$204.1K$0-$204.1K2026-10-19
Hoese & Co LLP
CLOSED01,100-1,100-100%$178.1K$0-$178.1K2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED01,038-1,038-100%$168.1K$0-$168.1K2026-10-29
Keystone Financial Group, Inc.
CLOSED0914-914-100%$148.0K$0-$148.0K2026-10-13
Robinswood Financial LLC
CLOSED0903-903-100%$146.3K$0-$146.3K2026-10-20
Gill Capital Partners, LLC
CLOSED0597-597-100%$96.7K$0-$96.7K2026-10-13
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$75.8K$0-$75.8K2026-11-02
Bullseye Investment Management, LLC
CLOSED0320-320-100%$51.8K$0-$51.8K2026-10-29
Cornerstone Planning Group LLC
CLOSED0280-280-100%$47.8K$0-$47.8K2026-10-16
LifeSteps Financial, Inc.
CLOSED0263-263-100%$42.6K$0-$42.6K2026-10-15
Decker Retirement Planning Inc.
CLOSED051-51-100%$8.3K$0-$8.3K2026-10-19
BankPlus Trust Department
CLOSED047-47-100%$7.6K$0-$7.6K2026-11-06
United Financial Planning Group LLC
CLOSED040-40-100%$6.5K$0-$6.5K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED040-40-100%$6.5K$0-$6.5K2026-10-26
RMG Wealth Management LLC
CLOSED036-36-100%$6.6K$0-$6.6K2026-10-26
Brooklyn FI, LLC
CLOSED034-34-100%$5.8K$0-$5.8K2026-11-05
Stone House Investment Management, LLC
CLOSED032-32-100%$5.2K$0-$5.2K2026-10-23
Monetary Solutions, Ltd
CLOSED011-11-100%$1.7K$0-$1.7K2026-10-22
Sims Investment Management, LLC
CLOSED010-10-100%$1.6K$0-$1.6K2026-10-13
Global Trust Asset Management, LLC
CLOSED03-3-100%$486$0-$4862026-10-19
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
Raleigh Capital Management Inc.
DECREASED016-16-100%$2.7K$48-$2.6K2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$834.9K$873.0K+$38.0K2026-10-29
BlackRock, Inc.
N/A—45,048,766-45,048,766-100%$7.3B———
JPMorgan Chase & Co
N/A—39,432,727-39,432,727-100%$6.4B———
Vanguard Capital Management LLC
N/A—34,065,039-34,065,039-100%$5.5B———
State Street Corp
N/A—27,828,966-27,828,966-100%$4.5B———
Vanguard Portfolio Management LLC
N/A—9,542,983-9,542,983-100%$1.5B———
Capital World Investors
N/A—8,392,028-8,392,028-100%$1.4B———
State Farm Mutual Automobile Insurance Co
N/A—7,934,035-7,934,035-100%$1.3B———
Norges Bank
N/A—7,808,095-7,808,095-100%$1.3B———
Morgan Stanley
N/A—7,630,269-7,630,269-100%$1.2B———
Northern Trust Corp
N/A—5,628,328-5,628,328-100%$911.3M———
Newport Trust Company, LLC
N/A—5,455,533-5,455,533-100%$883.3M———
FMR LLC
N/A—5,307,203-5,307,203-100%$859.3M———
D. E. Shaw & Co., Inc.
N/A—4,871,164-4,871,164-100%$788.7M———
SG Americas Securities, LLC
N/A—4,533,524-4,533,524-100%$734.0M———
Bank of America Corp
N/A—4,475,755-4,475,755-100%$724.7M———
Goldman Sachs Group Inc
N/A—4,458,815-4,458,815-100%$721.9M———
UBS Asset Management Americas LLC
N/A—3,935,534-3,935,534-100%$637.2M———
Invesco Ltd.
N/A—3,643,494-3,643,494-100%$589.9M———
Charles Schwab Investment Management Inc
N/A—3,448,533-3,448,533-100%$558.4M———
Jupiter Topco LLC
N/A—3,218,003-3,218,003-100%$521.0M———
Legal & General Group Plc
N/A—3,111,705-3,111,705-100%$503.8M———
Vanguard Fiduciary Trust Co
N/A—2,938,401-2,938,401-100%$475.8M———
Alliancebernstein L.P.
N/A—2,830,023-2,830,023-100%$411.0M———
Holocene Advisors, LP
N/A—2,736,218-2,736,218-100%$443.0M———
UBS Group AG
N/A—2,515,099-2,515,099-100%$407.2M———
Balyasny Asset Management L.P.
N/A—2,306,941-2,306,941-100%$373.5M———
Royal Bank of Canada
N/A—2,242,299-2,242,299-100%$363.1M———
Qube Research & Technologies Ltd
N/A—2,205,057-2,205,057-100%$357.0M———
Wells Fargo & Company
N/A—1,952,856-1,952,856-100%$316.2M———
Citadel Advisors LLC
N/A—1,736,119-1,736,119-100%$281.1M———
Nuveen, LLC
N/A—1,718,241-1,718,241-100%$278.2M———
AQR Capital Management LLC
N/A—1,620,697-1,620,697-100%$262.4M———
Swiss National Bank
N/A—1,485,539-1,485,539-100%$240.5M———
HSBC Holdings PLC
N/A—1,402,502-1,402,502-100%$226.9M———
National Pension Service
N/A—1,401,543-1,401,543-100%$226.9M———
Millennium Management LLC
N/A—1,310,763-1,310,763-100%$212.2M———
Worldquant Millennium Advisors LLC
N/A—1,246,113-1,246,113-100%$201.8M———
Price T Rowe Associates Inc
N/A—1,240,912-1,240,912-100%$200.9M———
Marshall Wace, LLP
N/A—1,224,555-1,224,555-100%$198.3M———
BNP Paribas Financial Markets
N/A—1,178,175-1,178,175-100%$190.8M———
First Trust Advisors LP
N/A—1,161,346-1,161,346-100%$188.0M———
Cartenna Capital, LP
N/A—1,150,000-1,150,000-100%$186.2M———
Vanguard Global Advisers, LLC
N/A—1,123,426-1,123,426-100%$181.9M———
Vanguard Asset Management, Ltd
N/A—1,121,750-1,121,750-100%$181.6M———
Boston Partners
N/A—1,050,026-1,050,026-100%$170.0M———
Allianz Asset Management GmbH
N/A—955,232-955,232-100%$154.7M———
Franklin Resources Inc
N/A—942,379-942,379-100%$152.6M———
California Public Employees Retirement System
N/A—928,769-928,769-100%$150.4M———
Victory Capital Management Inc
N/A—898,812-898,812-100%$145.5M———
Ameriprise Financial Inc
N/A—877,548-877,548-100%$142.1M———
Canada Pension Plan Investment Board
N/A—866,605-866,605-100%$140.3M———
Adage Capital Partners GP, L.L.C.
N/A—863,485-863,485-100%$139.8M———
Rhumbline Advisers
N/A—849,784-849,784-100%$137.6M———
California State Teachers Retirement System
N/A—802,882-802,882-100%$130.0M———
FIL Ltd
N/A—795,059-795,059-100%$128.7M———
Acadian Asset Management LLC
N/A—774,259-774,259-100%$125.3M———
Raymond James Financial Inc
N/A—681,740-681,740-100%$110.4M———
Bank of Montreal
N/A—669,714-669,714-100%$108.4M———
Ensign Peak Advisors, Inc
N/A—604,855-604,855-100%$97.9M———
Point72 Asset Management, L.P.
N/A—565,823-565,823-100%$91.6M———
Neuberger Berman Group LLC
N/A—562,015-562,015-100%$91.0M———
New York State Common Retirement Fund
N/A—556,997-556,997-100%$90.2M———
Aviva PLC
N/A—556,061-556,061-100%$90.0M———
Storebrand Asset Management AS
N/A—549,640-549,640-100%$89.0M———
Fullerton Fund Management Co Ltd.
N/A—526,153-526,153-100%$85.2M———
National Bank of Canada
N/A—502,003-502,003-100%$81.3M———
Jacobs Levy Equity Management, Inc
N/A—493,925-493,925-100%$80.0M———
Jennison Associates LLC
N/A—463,235-463,235-100%$75.0M———
State Board of Administration of Florida Retirement System
N/A—455,557-455,557-100%$73.8M———
Voloridge Investment Management, LLC
N/A—432,867-432,867-100%$70.1M———
CIBC Bancorp USA Inc.
N/A—431,192-431,192-100%$69.8M———
Woodline Partners LP
N/A—418,543-418,543-100%$67.8M———
Oribel Capital Management, LP
N/A—414,200-414,200-100%$67.1M———
Mariner, LLC
N/A—405,370-405,370-100%$65.6M———
KLP Kapitalforvaltning AS
N/A—398,163-398,163-100%$64.5M———
Spinnaker Trust
N/A—395,870-395,870-100%$64.1M———
Man Group plc
N/A—392,783-392,783-100%$63.6M———
Bank of Nova Scotia
N/A—389,244-389,244-100%$63.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—381,893-381,893-100%$61.6M———
Two Sigma Investments, LP
N/A—379,627-379,627-100%$61.5M———
Capital Fund Management S.A.
N/A—376,455-376,455-100%$61.0M———
Intech Investment Management LLC
N/A—362,886-362,886-100%$58.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—357,631-357,631-100%$57.9M———
Stifel Financial Corp
N/A—354,787-354,787-100%$57.4M———
Schonfeld Strategic Advisors LLC
N/A—352,805-352,805-100%$57.1M———
Parsifal Capital Management, LP
N/A—352,338-352,338-100%$57.0M———
Mairs & Power Inc
N/A—349,350-349,350-100%$56.6M———
Nomura Asset Management Co LTD
N/A—336,132-336,132-100%$54.4M———
Wellington Management Group LLP
N/A—330,679-330,679-100%$53.5M———
Susquehanna International Group, LLP
N/A—325,978-325,978-100%$52.8M———
Squarepoint Ops LLC
N/A—323,926-323,926-100%$52.4M———
Quantinno Capital Management LP
N/A—323,879-323,879-100%$52.4M———
Prudential Financial Inc
N/A—309,275-309,275-100%$50.1M———
NewEdge Advisors, LLC
N/A—304,215-304,215-100%$49.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—294,453-294,453-100%$47.7M———
DnB Asset Management AS
N/A—293,068-293,068-100%$47.5M———
Canada Life Assurance Co
N/A—287,964-287,964-100%$46.6M———
Engineers Gate Manager LP
N/A—287,652-287,652-100%$46.6M———
Manufacturers Life Insurance Company, the
N/A—282,752-282,752-100%$45.8M———
State of Wisconsin Investment Board
N/A—281,197-281,197-100%$45.5M———
Envestnet Asset Management Inc
N/A—280,972-280,972-100%$45.5M———
Schroder Investment Management Group
N/A—271,752-271,752-100%$44.1M———
Teacher Retirement System of Texas
N/A—271,191-271,191-100%$43.9M———
Chevy Chase Trust Holdings, LLC
N/A—258,262-258,262-100%$41.8M———
Vanguard Investments Australia, Ltd.
N/A—251,887-251,887-100%$40.8M———
M&T Bank Corp
N/A—248,603-248,603-100%$40.3M———
J. Goldman & Co LP
N/A—247,395-247,395-100%$40.1M———
Cerity Partners LLC
N/A—244,818-244,818-100%$39.6M———
HighTower Advisors, LLC
N/A—244,722-244,722-100%$39.6M———
Royal London Asset Management LTD
N/A—239,475-239,475-100%$38.8M———
TD Asset Management Inc
N/A—237,697-237,697-100%$38.5M———
Osaic Holdings, Inc.
N/A—231,379-231,379-100%$37.5M———
Toronto Dominion Bank
N/A—229,895-229,895-100%$37.2M———
Handelsbanken Fonder AB
N/A—223,903-223,903-100%$36.3K———
Treasurer of the State of North Carolina
N/A—222,418-222,418-100%$36.0M———
Ontario Teachers Pension Plan Board
N/A—220,680-220,680-100%$35.7M———
Janney Montgomery Scott LLC
N/A—220,579-220,579-100%$35.7M———
Cetera Investment Advisers
N/A—220,068-220,068-100%$35.6M———
BNP Paribas Asset Management Holding S.A.
N/A—213,287-213,287-100%$34.5M———
&partners
N/A—208,131-208,131-100%$33.7M———
Boothbay Fund Management, LLC
N/A—207,171-207,171-100%$33.5M———
ING Groep NV
N/A—205,368-205,368-100%$33.3M———
Public Employees Retirement System of Ohio
N/A—200,088-200,088-100%$32.4M———
Korea Investment Corp
N/A—199,959-199,959-100%$32.4M———
Focus Partners Wealth
N/A—199,801-199,801-100%$32.3M———
State of Tennessee, Department of Treasury
N/A—184,203-184,203-100%$29.8M———
Natixis Advisors, LLC
N/A—181,137-181,137-100%$29.3M———
Scopus Asset Management, L.P.
N/A—180,135-180,135-100%$29.2M———
Shellback Capital, LP
N/A—178,880-178,880-100%$29.0M———
Interval Partners, LP
N/A—174,825-174,825-100%$28.3M———
Voya Investment Management LLC
N/A—167,735-167,735-100%$27.2M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—164,615-164,615-100%$26.7M———
Glenmede Trust Co NA
N/A—160,213-160,213-100%$25.9M———
SummitTX Capital, L.P.
N/A—159,275-159,275-100%$25.8M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—158,420-158,420-100%$25.6M———
Resona Asset Management Co.,Ltd.
N/A—156,590-156,590-100%$25.4M———
SEI Investments Co
N/A—156,498-156,498-100%$25.3M———
Captrust Financial Advisors
N/A—156,483-156,483-100%$25.3M———
Tredje Ap-fonden
N/A—153,997-153,997-100%$24.9M———
Jane Street Group, LLC
N/A—145,825-145,825-100%$23.6M———
Baird Financial Group, Inc.
N/A—145,463-145,463-100%$23.6M———
Capital International, Inc.
N/A—138,264-138,264-100%$22.4M———
Brown Advisory Inc
N/A—125,230-125,230-100%$20.3M———
Beacon Pointe Advisors, LLC
N/A—124,868-124,868-100%$20.2M———
Albar Capital Partners LLP
N/A—122,621-122,621-100%$19.9M———
MetLife Investment Management, LLC
N/A—122,188-122,188-100%$19.8M———
Klingenstein Fields & Co LP
N/A—120,660-120,660-100%$19.5M———
MML Investors Services, LLC
N/A—120,577-120,577-100%$19.5M———
O'shaughnessy Asset Management, LLC
N/A—120,445-120,445-100%$19.5M———
Peapack Gladstone Financial Corp
N/A—119,085-119,085-100%$19.3M———
Walleye Capital LLC
N/A—117,157-117,157-100%$19.0M———
HRT Financial LP
N/A—116,404-116,404-100%$18.8M———
Varma Mutual Pension Insurance Co
N/A—112,015-112,015-100%$18.1M———
Quadrature Capital Ltd
N/A—107,435-107,435-100%$17.4M———
American Century Companies Inc
N/A—105,697-105,697-100%$17.1M———
Mercer Global Advisors Inc
N/A—103,057-103,057-100%$16.7M———
Pine Valley Investments Ltd Liability Co
N/A—102,279-102,279-100%$16.6M———
Van Eck Associates Corp
N/A—101,945-101,945-100%$16.5M———
Huntington National Bank
N/A—100,852-100,852-100%$16.3M———
White Pine Capital LLC
N/A—97,443-97,443-100%$15.8M———
Tudor Investment Corp ET AL
N/A—95,629-95,629-100%$15.5M———
Skba Capital Management LLC
N/A—95,058-95,058-100%$15.4M———
Nomura Holdings Inc
N/A—93,486-93,486-100%$15.1M———
Hikari Tsushin, Inc.
N/A—93,406-93,406-100%$15.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—90,108-90,108-100%$14.6M———
Lazard Asset Management LLC
N/A—89,548-89,548-100%$14.5M———
CIBC World Market Inc.
N/A—89,174-89,174-100%$14.4M———
USS Investment Management Ltd
N/A—89,069-89,069-100%$14.4M———
McGowan Group Asset Management, Inc.
N/A—86,016-86,016-100%$13.9M———
Wesleyan Assurance Society
N/A—85,709-85,709-100%$13.9M———
Freestone Grove Partners LP
N/A—84,934-84,934-100%$13.8M———
Public Sector Pension Investment Board
N/A—84,065-84,065-100%$13.6M———
Voleon Capital Management LP
N/A—82,494-82,494-100%$13.4M———
Sanctuary Advisors, LLC
N/A—81,844-81,844-100%$13.3M———
Northwestern Mutual Wealth Management Co
N/A—81,379-81,379-100%$13.2M———
Edgewood Management LLC
N/A—80,576-80,576-100%$13.0M———
Entropy Technologies, LP
N/A—80,354-80,354-100%$13.0M———
Blair William & Co
N/A—80,162-80,162-100%$13.0M———
Alight Capital Management LP
N/A—80,000-80,000-100%$13.0M———
Nordea Investment Management AB
N/A—79,593-79,593-100%$12.9M———
Utah Retirement Systems
N/A—79,279-79,279-100%$12.8M———
British Columbia Investment Management Corp
N/A—78,990-78,990-100%$12.8M———
Sequoia Financial Advisors, LLC
N/A—78,814-78,814-100%$12.8M———
Commerce Bank
N/A—78,457-78,457-100%$12.7M———
Police & Firemen's Retirement System of New Jersey
N/A—78,119-78,119-100%$12.6M———
Vanguard Personalized Indexing Management, LLC
N/A—77,523-77,523-100%$12.6M———
MAI Capital Management
N/A—77,331-77,331-100%$12.5M———
Wealthfront Advisers LLC
N/A—77,187-77,187-100%$12.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—75,742-75,742-100%$12.3M———
Andra Ap-fonden
N/A—74,293-74,293-100%$12.0M———
QRG Capital Management, Inc.
N/A—74,039-74,039-100%$12.0M———
Rockefeller Capital Management L.P.
N/A—73,774-73,774-100%$11.9M———
Tidal Investments LLC
N/A—72,314-72,314-100%$11.7M———
Macquarie Group LTD
N/A—71,952-71,952-100%$11.6M———
Pathstone Holdings, LLC
N/A—71,863-71,863-100%$11.7M———
Nissay Asset Management Corp N
N/A—71,310-71,310-100%$11.5M———
Ilmarinen Mutual Pension Insurance Co
N/A—71,000-71,000-100%$11.5M———
Hudson Bay Capital Management LP
N/A—70,997-70,997-100%$11.5M———
Federated Hermes, Inc.
N/A—70,807-70,807-100%$11.5M———
Commerzbank Aktiengesellschaft
N/A—70,170-70,170-100%$11.4M———
Public Employees Retirement Association of Colorado
N/A—65,916-65,916-100%$10.7M———
SaddleRock Capital Management LLC
N/A—64,191-64,191-100%$10.4M———
BW Gestao de Investimentos Ltda.
N/A—64,051-64,051-100%$10.4M———
Credit Agricole S A
N/A—63,360-63,360-100%$10.3M———
Federation des caisses Desjardins du Quebec
N/A—61,251-61,251-100%$9.9M———
Pinnacle Financial Partners, Inc.
N/A—61,222-61,222-100%$9.9M———
Empowered Funds, LLC
N/A—60,732-60,732-100%$9.8M———
Quantbot Technologies LP
N/A—58,073-58,073-100%$9.4M———
Windle Wealth, LLC
N/A—57,451-57,451-100%$9.3M———
Somerset Group LLC
N/A—57,130-57,130-100%$9.0M———
Fiduciary Trust Co
N/A—57,032-57,032-100%$9.2M———
Jones Financial Companies Lllp
N/A—56,860-56,860-100%$9.3M———
BLI - Banque de Luxembourg Investments
N/A—56,000-56,000-100%$9.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—54,902-54,902-100%$8.9M———
Mirabella Financial Services LLP
N/A—54,108-54,108-100%$8.8M———
First American Trust, FSB
N/A—51,899-51,899-100%$8.4M———
Gotham Asset Management, LLC
N/A—50,800-50,800-100%$8.2M———
Rafferty Asset Management, LLC
N/A—50,445-50,445-100%$8.2M———
Bradley Foster & Sargent Inc
N/A—49,491-49,491-100%$8.0M———
XTX Topco Ltd
N/A—49,294-49,294-100%$8.0M———
Moore Capital Management, LP
N/A—49,089-49,089-100%$7.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—49,059-49,059-100%$8.0M———
NewEdge Wealth, LLC
N/A—49,031-49,031-100%$7.9M———
Verition Fund Management LLC
N/A—48,503-48,503-100%$7.9M———
L & S Advisors Inc
N/A—48,401-48,401-100%$7.8M———
Steward Partners Investment Advisory, LLC
N/A—48,057-48,057-100%$7.8M———
IEQ Capital, LLC
N/A—46,738-46,738-100%$7.6M———
Stephens Inc
N/A—44,721-44,721-100%$7.3M———
Pacer Advisors, Inc.
N/A—44,499-44,499-100%$7.2M———
Manning & Napier Advisors LLC
N/A—43,450-43,450-100%$7.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—43,311-43,311-100%$7.0M———
Teachers Retirement System of the State of Kentucky
N/A—42,744-42,744-100%$6.9M———
Summitry LLC
N/A—42,436-42,436-100%$6.9M———
KKM Financial LLC
N/A—42,423-42,423-100%$6.9M———
Azimuth Capital Investment Management LLC
N/A—41,630-41,630-100%$6.7M———
Mizuho Securities USA LLC
N/A—40,833-40,833-100%$6.6M———
Caisse de Depot ET Placement DU Quebec
N/A—40,824-40,824-100%$6.6M———
Silvercrest Asset Management Group LLC
N/A—40,512-40,512-100%$6.6M———
Tradition Wealth Management, LLC
N/A—39,370-39,370-100%$6.4M———
Banque Cantonale Vaudoise
N/A—38,697-38,697-100%$6.3M———
Investment Management Corp of Ontario
N/A—38,688-38,688-100%$6.3M———
Erste Asset Management GmbH
N/A—38,505-38,505-100%$6.3M———
Qsemble Capital Management, LP
N/A—37,599-37,599-100%$6.1M———
Freestone Capital Holdings, LLC
N/A—35,559-35,559-100%$5.8M———
Norinchukin Bank, The
N/A—35,393-35,393-100%$5.7M———
Cresset Asset Management, LLC
N/A—34,494-34,494-100%$5.6M———
Envestnet Portfolio Solutions, Inc.
N/A—34,029-34,029-100%$5.5M———
HM Payson & Co
N/A—34,010-34,010-100%$5.5M———
Great Valley Advisor Group, Inc.
N/A—33,682-33,682-100%$5.5M———
Kentucky Retirement Systems
N/A—33,666-33,666-100%$5.5M———
Tower Research Capital LLC (TRC)
N/A—33,466-33,466-100%$5.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—33,135-33,135-100%$5.4M———
Brown Brothers Harriman & Co
N/A—32,913-32,913-100%$5.3M———
Integrated Wealth Concepts LLC
N/A—32,874-32,874-100%$5.3M———
Johnson Investment Counsel Inc
N/A—32,736-32,736-100%$5.3M———
Arax Advisory Partners
N/A—32,433-32,433-100%$5.3M———
Oversea-Chinese Banking Corp Ltd
N/A—32,312-32,312-100%$5.2M———
P.A.W. Capital Corp
N/A—32,120-32,120-100%$5.2M———
RWA Wealth Partners, LLC
N/A—31,959-31,959-100%$5.2M———
Omers Administration Corp
N/A—31,924-31,924-100%$5.2M———
Havemeyer Place LP
N/A—31,717-31,717-100%$5.1M———
Retirement Capital Strategies
N/A—31,609-31,609-100%$5.1M———
S&CO Inc
N/A—31,055-31,055-100%$5.0M———
First Manhattan Co. Llc.
N/A—31,008-31,008-100%$5.0M———
Vident Advisory, LLC
N/A—30,543-30,543-100%$4.9M———
Elo Mutual Pension Insurance Co
N/A—29,937-29,937-100%$4.8M———
Argent Trust Co
N/A—29,704-29,704-100%$4.8M———
Advisory Services Network, LLC
N/A—29,387-29,387-100%$4.8M———
United Capital Financial Advisors, LLC
N/A—29,343-29,343-100%$4.8M———
Arrowstreet Capital, Limited Partnership
N/A—29,337-29,337-100%$4.7M———
Peak6 LLC
N/A—28,936-28,936-100%$4.7M———
BFC Planning, Inc.
N/A—28,738-28,738-100%$4.7M———
Waverly Advisors, LLC
N/A—28,732-28,732-100%$4.7M———
Wealth Advisors of Tampa Bay, LLC
N/A—28,569-28,569-100%$4.6M———
Birmingham Capital Management Co Inc
N/A—28,366-28,366-100%$4.6M———
Winton Group Ltd
N/A—28,239-28,239-100%$4.6M———
Capitolis Liquid Global Markets LLC
N/A—28,189-28,189-100%$4.6M———
Whittier Trust Co of Nevada Inc
N/A—28,164-28,164-100%$4.5M———
EP Wealth Advisors, LLC
N/A—28,013-28,013-100%$4.5M———
Stratos Wealth Partners, Ltd.
N/A—27,891-27,891-100%$4.5M———
Bluespring Wealth Management, LLC
N/A—27,850-27,850-100%$4.5M———
Haverford Trust Co
N/A—27,756-27,756-100%$4.5M———
Jensen Investment Management Inc
N/A—27,618-27,618-100%$4.5M———
CreativeOne Wealth, LLC
N/A—27,371-27,371-100%$4.4M———
Twin Capital Management Inc
N/A—27,314-27,314-100%$4.4M———
Buckley Wealth Management, LLC
N/A—26,917-26,917-100%$4.4M———
Apriem Advisors
N/A—25,325-25,325-100%$4.1M———
Equitable Holdings, Inc.
N/A—25,192-25,192-100%$4.1M———
Dkrt Investments Corp.
N/A—25,000-25,000-100%$4.0M———
Alerus Financial NA
N/A—24,989-24,989-100%$4.0M———
Waterloo Capital, L.P.
N/A—24,889-24,889-100%$4.0M———
Truvestments Capital LLC
N/A—24,622-24,622-100%$4.0M———
Choate Investment Advisors
N/A—24,502-24,502-100%$4.0M———
Focus Partners Advisor Solutions, LLC
N/A—23,357-23,357-100%$3.8M———
RiverFront Investment Group, LLC
N/A—23,331-23,331-100%$3.8M———
1ST Source Bank
N/A—23,247-23,247-100%$3.8M———
Drexel Morgan & Co.
N/A—23,122-23,122-100%$3.7M———
Arkadios Wealth Advisors
N/A—23,081-23,081-100%$3.7M———
Kingsview Wealth Management, LLC
N/A—23,028-23,028-100%$3.7M———
Caisse DES Depots ET Consignations
N/A—23,005-23,005-100%$3.7M———
Siemens Fonds Invest GmbH
N/A—22,181-22,181-100%$3.6M———
Daiichi Life Insurance Co., Ltd.
N/A—22,098-22,098-100%$3.6M———
AE Wealth Management LLC
N/A—21,678-21,678-100%$3.5M———
Becker Capital Management Inc
N/A—21,411-21,411-100%$3.5M———
Stock Yards Bank & Trust Co
N/A—21,276-21,276-100%$3.4M———
OneDigital Investment Advisors LLC
N/A—21,194-21,194-100%$3.4M———
Vestmark Advisory Solutions, Inc.
N/A—20,938-20,938-100%$3.4M———
Chelsea Counsel Co
N/A—20,852-20,852-100%$3.4M———
Financial Gravity Companies, Inc.
N/A—20,816-20,816-100%$3.4M———
Curi Capital, LLC
N/A—20,694-20,694-100%$3.4M———
Independent Advisor Alliance
N/A—20,497-20,497-100%$3.3M———
Mufg Securities Emea plc
N/A—20,414-20,414-100%$3.3M———
Atlanta Consulting Group Advisors, LLC
N/A—20,318-20,318-100%$3.3M———
Ameritas Investment Partners, Inc.
N/A—19,982-19,982-100%$3.2M———
Metis Global Partners, LLC
N/A—19,917-19,917-100%$3.2M———
Ancora Advisors LLCA
N/A—19,766-19,766-100%$3.2M———
Whittier Trust Co
N/A—19,734-19,734-100%$3.1M———
Mediolanum International Funds Ltd
N/A—19,697-19,697-100%$3.2M———
Aigen Investment Management, LP
N/A—19,422-19,422-100%$3.1M———
Empirical Finance, LLC
N/A—19,176-19,176-100%$3.1M———
Summit Trail Advisors, LLC
N/A—19,020-19,020-100%$3.1M———
Ballentine Partners, LLC
N/A—18,920-18,920-100%$3.1M———
Harbour Investments, Inc.
N/A—18,461-18,461-100%$3.0M———
Edgestream Partners, L.P.
N/A—18,412-18,412-100%$3.0M———
IHT Wealth Management, LLC
N/A—18,053-18,053-100%$2.9M———
Coastal Bridge Advisors, LLC
N/A—17,654-17,654-100%$2.9M———
Bleakley Financial Group, LLC
N/A—17,520-17,520-100%$2.8M———
MWA Asset Management
N/A—17,460-17,460-100%$2.8M———
Sciencast Management LP
N/A—17,393-17,393-100%$2.8M———
Bessemer Group Inc
N/A—17,232-17,232-100%$2.8M———
Cannell & Spears LLC
N/A—16,934-16,934-100%$2.7M———
Hancock Whitney Corp
N/A—16,908-16,908-100%$2.7M———
NCM Capital Management, LLC
N/A—16,808-16,808-100%$2.7M———
Northwestern Mutual Investment Management Company, LLC
N/A—16,723-16,723-100%$2.7M———
Gallagher Fiduciary Advisors, LLC
N/A—16,578-16,578-100%$2.7M———
Caprock Group, LLC
N/A—16,508-16,508-100%$2.7M———
Lowe Brockenbrough & Co Inc
N/A—16,017-16,017-100%$2.6M———
Wescott Financial Advisory Group, LLC
N/A—15,796-15,796-100%$2.6M———
Western Wealth Management, LLC
N/A—15,760-15,760-100%$2.6M———
Mufg Securities Americas Inc.
N/A—15,709-15,709-100%$2.5M———
Benjamin Edwards Inc
N/A—15,653-15,653-100%$2.5M———
Wimmer Associates 1, LLC
N/A—15,589-15,589-100%$2.5M———
Bartlett & Co. Wealth Management LLC
N/A—15,574-15,574-100%$2.5M———
Orion Porfolio Solutions, LLC
N/A—15,522-15,522-100%$2.5M———
Kennondale Capital Management LLC
N/A—15,384-15,384-100%$2.5M———
Tocqueville Asset Management L.P.
N/A—15,236-15,236-100%$2.5M———
Texas Yale Capital Corp.
N/A—15,213-15,213-100%$2.5M———
Zurich Insurance Group Ltd
N/A—15,100-15,100-100%$2.4M———
Westerkirk Capital Inc.
N/A—15,100-15,100-100%$2.4M———
RBF Capital, LLC
N/A—15,000-15,000-100%$2.4M———
Dorsey & Whitney Trust Co LLC
N/A—14,984-14,984-100%$2.4M———
Brevan Howard Capital Management LP
N/A—14,769-14,769-100%$2.4M———
WCG Wealth Advisors LLC
N/A—14,740-14,740-100%$2.4M———
Capital Advisors Inc
N/A—14,451-14,451-100%$2.3M———
Global Retirement Partners, LLC
N/A—14,108-14,108-100%$2.3M———
Bridgewater Associates, LP
N/A—14,060-14,060-100%$2.3M———
Gabelli Funds LLC
N/A—14,000-14,000-100%$2.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—13,971-13,971-100%$2.3M———
Atom Investors LP
N/A—13,924-13,924-100%$2.3M———
Wealthspire Advisors, LLC
N/A—13,905-13,905-100%$2.3M———
Vinva Investment Management Ltd
N/A—13,877-13,877-100%$2.3M———
Guggenheim Capital LLC
N/A—13,832-13,832-100%$2.2M———
PFG Investments, LLC
N/A—13,711-13,711-100%$2.2M———
Advisors Asset Management, Inc.
N/A—13,603-13,603-100%$2.2M———
Principal Securities, Inc.
N/A—13,414-13,414-100%$2.2M———
Bridgefront Capital, LLC
N/A—13,324-13,324-100%$2.2M———
World Investment Advisors
N/A—13,316-13,316-100%$1.9M———
Clearbridge Investments, LLC
N/A—13,151-13,151-100%$2.1M———
GSA Capital Partners LLP
N/A—13,066-13,066-100%$2.1M———
Dakota Wealth Management
N/A—12,952-12,952-100%$2.1M———
NorthCoast Asset Management LLC
N/A—12,933-12,933-100%$2.1M———
Cahill Financial Advisors Inc
N/A—12,872-12,872-100%$2.1M———
Allred Capital Management, LLC
N/A—12,835-12,835-100%$2.1M———
Canada Post Corp Registered Pension Plan
N/A—12,750-12,750-100%$2.1M———
All Terrain Financial Advisors, LLC
N/A—12,639-12,639-100%$2.0M———
Wahed Invest LLC
N/A—12,427-12,427-100%$2.0M———
Evercore Wealth Management, LLC
N/A—12,168-12,168-100%$2.0M———
Boston Family Office LLC
N/A—12,118-12,118-100%$2.0M———
Financial Avengers, Inc.
N/A—12,086-12,086-100%$2.0M———
Horizon Investments, LLC
N/A—12,026-12,026-100%$1.9M———
McMillan Office, Inc.
N/A—11,983-11,983-100%$1.9M———
Keynote Financial Services LLC
N/A—11,830-11,830-100%$1.9M———
NorthRock Partners, LLC
N/A—11,814-11,814-100%$1.9M———
First National Bank of Omaha
N/A—11,689-11,689-100%$1.9M———
Coldstream Capital Management Inc
N/A—11,653-11,653-100%$1.9M———
Beaton Management Co. Inc.
N/A—11,642-11,642-100%$1.9M———
Johnson Financial Group, Inc.
N/A—11,608-11,608-100%$1.9M———
Pinebridge Investments LLC
N/A—11,590-11,590-100%$1.9M———
Prudential PLC
N/A—11,589-11,589-100%$1.9M———
Ameritas Advisory Services, LLC
N/A—11,465-11,465-100%$1.9M———
Ceeto Capital Group, LLC
N/A—11,450-11,450-100%$1.9M———
Meeder Advisory Services, Inc.
N/A—11,399-11,399-100%$1.8M———
Callan Family Office, LLC
N/A—11,224-11,224-100%$1.8M———
ST Germain D J Co Inc
N/A—11,114-11,114-100%$1.8M———
Two Sigma Securities, LLC
N/A—11,105-11,105-100%$1.8M———
Modern Wealth Management, LLC
N/A—11,003-11,003-100%$1.8M———
Capstone Investment Advisors, LLC
N/A—10,990-10,990-100%$1.8M———
Douglass Winthrop Advisors, LLC
N/A—10,943-10,943-100%$1.8M———
Pinnacle Holdings, LLC
N/A—10,825-10,825-100%$1.8M———
Gamco Investors, Inc. ET AL
N/A—10,789-10,789-100%$1.7M———
Inceptionr LLC
N/A—10,660-10,660-100%$1.7M———
Smithfield Trust Co
N/A—10,581-10,581-100%$1.7M———
Centiva Capital, LP
N/A—10,489-10,489-100%$1.7M———
Vestcor Inc
N/A—10,407-10,407-100%$1.7M———
Cetera Trust Company, N.a
N/A—10,356-10,356-100%$1.7M———
Smith, Moore & Co.
N/A—10,290-10,290-100%$1.7M———
Caxton Associates LLP
N/A—10,254-10,254-100%$1.7M———
Frec Markets, Inc.
N/A—10,245-10,245-100%$1.7M———
Nicolet Bankshares Inc
N/A—10,001-10,001-100%$1.6M———
BNP Paribas
N/A—9,885-9,885-100%$1.6M———
Trexquant Investment LP
N/A—9,883-9,883-100%$1.6M———
Allianz SE
N/A—9,843-9,843-100%$1.6M———
Rothschild Investment LLC
N/A—9,813-9,813-100%$1.6M———
AustralianSuper Pty Ltd
N/A—9,802-9,802-100%$1.6M———
Advisory Alpha, LLC
N/A—9,766-9,766-100%$1.6M———
HighMark Wealth Management LLC
N/A—9,733-9,733-100%$1.6M———
Pallas Capital Advisors LLC
N/A—9,463-9,463-100%$1.5M———
Belpointe Asset Management LLC
N/A—9,307-9,307-100%$1.5M———
Berger Financial Group, Inc
N/A—9,096-9,096-100%$1.5M———
Essex Financial Services, Inc.
N/A—9,090-9,090-100%$1.5M———
GTS Securities LLC
N/A—8,937-8,937-100%$1.4M———
Mutual Advisors, LLC
N/A—8,882-8,882-100%$1.4M———
North Star Asset Management Inc
N/A—8,795-8,795-100%$1.4M———
TCW Group Inc
N/A—8,778-8,778-100%$1.4M———
Tiaa Wealth Investment Management LLC
N/A—8,731-8,731-100%$1.4M———
Intellectus Partners, LLC
N/A—8,719-8,719-100%$1.4M———
Keystone Financial Group
N/A—8,403-8,403-100%$1.4M———
Savvy Advisors, Inc.
N/A—8,370-8,370-100%$1.4M———
Sandhill Capital Partners LLC
N/A—8,324-8,324-100%$1.3M———
Evolve Private Wealth, LLC
N/A—8,313-8,313-100%$1.3M———
Bollard Group LLC
N/A—8,285-8,285-100%$1.3M———
New Republic Capital, LLC
N/A—8,252-8,252-100%$1.3M———
Redwood Investment Management, LLC
N/A—8,244-8,244-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—8,198-8,198-100%$1.3M———
VeraBank, N.A.
N/A—8,157-8,157-100%$1.3M———
Bridgewater Advisors Inc.
N/A—8,114-8,114-100%$1.2M———
Blue Edge Capital, LLC
N/A—8,000-8,000-100%$1.3M———
Rathbones Group PLC
N/A—7,956-7,956-100%$1.3M———
First National Bank & Trust Co of Newtown
N/A—7,841-7,841-100%$1.4M———
44 Wealth Management LLC
N/A—7,807-7,807-100%$1.3M———
FCA Corp
N/A—7,737-7,737-100%$1.3M———
Main Street Research LLC
N/A—7,610-7,610-100%$1.2M———
Summit Financial, LLC
N/A—7,583-7,583-100%$1.2M———
PeakShares LLC
N/A—7,581-7,581-100%$1.2M———
Dodge & COX
N/A—7,558-7,558-100%$1.2M———
Marietta Investment Partners LLC
N/A—7,544-7,544-100%$1.2M———
Groupama Asset Managment
N/A—7,475-7,475-100%$1.2M———
Vela Investment Management, LLC
N/A—7,409-7,409-100%$1.2M———
Scotia Capital Inc.
N/A—7,363-7,363-100%$1.2M———
Catalyst Funds Management Pty Ltd
N/A—7,301-7,301-100%$1.2M———
Howe & Rusling Inc
N/A—7,203-7,203-100%$1.2M———
Empower Advisory Group, LLC
N/A—7,147-7,147-100%$1.2M———
Rothschild Wealth LLC
N/A—7,095-7,095-100%$1.1M———
Ally Financial Inc.
N/A—7,000-7,000-100%$1.1M———
Elgethun Capital Management
N/A—6,984-6,984-100%$1.1M———
Bragg Financial Advisors, Inc
N/A—6,889-6,889-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—6,868-6,868-100%$1.1M———
Composition Wealth, LLC
N/A—6,813-6,813-100%$1.1M———
Ramirez Asset Management, Inc.
N/A—6,692-6,692-100%$1.1M———
Atlantic Union Bankshares Corp
N/A—6,637-6,637-100%$1.1M———
Stonebridge Financial Group, LLC
N/A—6,621-6,621-100%$1.1M———
Empirical Asset Management, LLC
N/A—6,619-6,619-100%$1.1M———
Leavell Investment Management, Inc.
N/A—6,587-6,587-100%$1.1M———
Stevens Capital Management LP
N/A—6,542-6,542-100%$1.1M———
Syon Capital LLC
N/A—6,532-6,532-100%$1.1M———
Brave Asset Management Inc
N/A—6,495-6,495-100%$1.1M———
Kovack Advisors, Inc.
N/A—6,448-6,448-100%$1.0M———
Broadwater Capital Management LLC
N/A—6,400-6,400-100%$1.0M———
Martingale Asset Management L P
N/A—6,393-6,393-100%$1.0M———
Smartleaf Asset Management LLC
N/A—6,360-6,360-100%$1.0M———
Virtu Financial LLC
N/A—6,356-6,356-100%$1.0M———
Aristotle Capital Management, LLC
N/A—6,316-6,316-100%$1.0M———
Holderness Investments Co
N/A—6,267-6,267-100%$1.0M———
Gladstone Institutional Advisory LLC
N/A—6,249-6,249-100%$1.0M———
Walleye Trading LLC
N/A—6,230-6,230-100%$1.0M———
Oxford Asset Management LLP
N/A—6,085-6,085-100%$985.2K———
Cape COD Five Cents Savings Bank
N/A—6,077-6,077-100%$983.9K———
Shelton Capital Management
N/A—6,013-6,013-100%$973.6K———
Cary Street Partners Financial LLC
N/A—5,998-5,998-100%$971.1K———
SouthState Bank Corp
N/A—5,970-5,970-100%$966.6K———
Aegis Wealth Management LLC
N/A—5,949-5,949-100%$963.2K———
Checchi Capital Advisers, LLC
N/A—5,882-5,882-100%$952.4K———
Hilltop Holdings Inc.
N/A—5,847-5,847-100%$946.5K———
AXQ Capital, LP
N/A—5,830-5,830-100%$943.9K———
Crews Bank & Trust
N/A—5,814-5,814-100%$941.3K———
Hantz Financial Services, Inc.
N/A—5,813-5,813-100%$941.0K———
Transcend Capital Advisors, LLC
N/A—5,787-5,787-100%$936.9K———
Wallace Hart LLC
N/A—5,738-5,738-100%$929.0K———
Sound View Wealth Advisors Group, LLC
N/A—5,696-5,696-100%$922.2K———
Venturi Wealth Management, LLC
N/A—5,634-5,634-100%$912.2K———
Core Alternative Capital
N/A—5,618-5,618-100%$909.6K———
Miller Investment Management, LP
N/A—5,615-5,615-100%$909.1K———
Nomura Asset Management International Inc.
N/A—5,564-5,564-100%$901.0K———
Kidder Stephen W
N/A—5,562-5,562-100%$900.5K———
SageView Advisory Group, LLC
N/A—5,484-5,484-100%$887.9K———
Geneos Wealth Management Inc.
N/A—5,481-5,481-100%$887.4K———
Aptus Capital Advisors, LLC
N/A—5,362-5,362-100%$868.2K———
Flputnam Investment Management Co
N/A—5,352-5,352-100%$866.5K———
FLC Capital Advisors
N/A—5,315-5,315-100%$860.6K———
Inspire Advisors, LLC
N/A—5,296-5,296-100%$857.5K———
Rexford Capital Inc
N/A—5,251-5,251-100%$850.2K———
Longfellow Investment Management Co LLC
N/A—5,241-5,241-100%$848.6K———
Millstone Evans Group, LLC
N/A—5,187-5,187-100%$839.8K———
Cozad Asset Management Inc
N/A—5,176-5,176-100%$838.0K———
Ballast Advisors LLC
N/A—5,160-5,160-100%$835.5K———
Northstar Advisory Group, LLC
N/A—5,063-5,063-100%$819.8K———
1832 Asset Management L.P.
N/A—5,060-5,060-100%$819.3K———
Summit Wealth Partners, LLC
N/A—5,040-5,040-100%$816.1K———
Wayfinding Financial, LLC
N/A—5,036-5,036-100%$815.0K———
Pinnacle West Asset Management, Inc.
N/A—5,030-5,030-100%$814.0K———
Camelot Portfolios, LLC
N/A—5,001-5,001-100%$809.7K———
First Western Trust Bank
N/A—4,943-4,943-100%$800.3K———
iSAM Funds (UK) Ltd
N/A—4,900-4,900-100%$793.4K———
Round Rock Advisors LLC
N/A—4,858-4,858-100%$786.6K———
Basepoint Wealth LLC
N/A—4,855-4,855-100%$786.1K———
Roundview Capital LLC
N/A—4,829-4,829-100%$781.9K———
Mayflower Financial Advisors, LLC
N/A—4,808-4,808-100%$778.4K———
Stonebridge Capital Advisors LLC
N/A—4,740-4,740-100%$767.4K———
Moneta Group Investment Advisors LLC
N/A—4,682-4,682-100%$758.1K———
New World Advisors LLC
N/A—4,680-4,680-100%$757.7K———
Abbot Financial Management, Inc.
N/A—4,674-4,674-100%$756.8K———
Stoneridge Investment Partners LLC
N/A—4,667-4,667-100%$823———
Aimz Investment Advisors, LLC
N/A—4,643-4,643-100%$751.7K———
Brendel Financial Advisors LLC
N/A—4,642-4,642-100%$751.6K———
Walter & Keenan Wealth Management LLC
N/A—4,619-4,619-100%$747.9K———
Zacks Investment Management
N/A—4,613-4,613-100%$747.1K———
CVA Family Office, LLC
N/A—4,607-4,607-100%$746.0K———
Fidelis Capital Partners, LLC
N/A—4,603-4,603-100%$745.3K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—4,595-4,595-100%$744.0K———
Meridian Wealth Advisors, LLC
N/A—4,587-4,587-100%$742.6K———
Weiss Asset Management LP
N/A—4,579-4,579-100%$741.4K———
Heartland Bank & Trust Co
N/A—4,578-4,578-100%$741.2K———
Snowden Capital Advisors LLC
N/A—4,527-4,527-100%$733.0K———
Novak & Powell Financial Services, Inc.
N/A—4,499-4,499-100%$728.4K———
Operose Advisors LLC
N/A—4,461-4,461-100%$722.3K———
Proffitt & Goodson Inc
N/A—4,400-4,400-100%$712.4K———
Storen Legacy Partners, LLC
N/A—4,367-4,367-100%$707.1K———
Cambria Investment Management, L.P.
N/A—4,355-4,355-100%$705.1K———
Members Trust Co
N/A—4,338-4,338-100%$702.4K———
Portland Global Advisors LLC
N/A—4,337-4,337-100%$702.1K———
Pure Financial Advisors, LLC
N/A—4,330-4,330-100%$701.1K———
Neo Ivy Capital Management
N/A—4,320-4,320-100%$699.5K———
Main Street Financial Solutions, LLC
N/A—4,307-4,307-100%$697.3K———
Widmann Financial Services, Inc.
N/A—4,280-4,280-100%$693.0K———
AlphaGrep UK Ltd
N/A—4,277-4,277-100%$692.5K———
Tyche Wealth Partners LLC
N/A—4,233-4,233-100%$685.4K———
LaSalle St. Investment Advisors, LLC
N/A—4,224-4,224-100%$683.8K———
Dougherty & Associates, LLC
N/A—4,197-4,197-100%$679.5K———
Lcnb Corp
N/A—4,129-4,129-100%$668.5K———
Ausdal Financial Partners, Inc.
N/A—4,112-4,112-100%$665.8K———
Panagora Asset Management Inc
N/A—4,103-4,103-100%$664.3K———
Vanguard National Trust Co
N/A—4,095-4,095-100%$663.0K———
Boston Research & Management Inc
N/A—4,086-4,086-100%$661.6K———
Quotient Wealth Partners, LLC
N/A—4,054-4,054-100%$656.3K———
Stamos Capital Partners, L.P.
N/A—4,032-4,032-100%$652.8K———
Red Door Wealth Management, LLC
N/A—4,020-4,020-100%$650.9K———
Nwam LLC
N/A—4,020-4,020-100%$650.9K———
BlueStem Wealth Partners, LLC
N/A—4,020-4,020-100%$650.8K———
Ascension Capital Advisors, Inc.
N/A—4,017-4,017-100%$650.4K———
Stonebridge Capital Management Inc
N/A—3,998-3,998-100%$647.3K———
Advisors Capital Management, LLC
N/A—3,982-3,982-100%$644.8K———
East Coast Asset Management, Llc.
N/A—3,898-3,898-100%$631.1K———
South Dakota Investment Council
N/A—3,892-3,892-100%$630.0K———
Tiaa Trust, National Association
N/A—3,870-3,870-100%$626.6K———
Webster Bank, N. A.
N/A—3,858-3,858-100%$624.6K———
Foster & Motley Inc
N/A—3,854-3,854-100%$624.0K———
Sagewood Asset Management LP
N/A—3,812-3,812-100%$617.2K———
Zuckerman Investment Group, LLC
N/A—3,799-3,799-100%$615.1K———
denkapparat Operations GmbH
N/A—3,790-3,790-100%$613.6K———
Cheviot Value Management, LLC
N/A—3,785-3,785-100%$612.8K———
Pettee Investors, Inc.
N/A—3,780-3,780-100%$612.0K———
United Bank
N/A—3,766-3,766-100%$609.8K———
Kiley Juergens Wealth Management, LLC
N/A—3,764-3,764-100%$609.5K———
Godshalk Welsh Capital Management, Inc.
N/A—3,760-3,760-100%$608.8K———
Stratos Wealth Advisors, LLC
N/A—3,741-3,741-100%$605.8K———
Wealthquest Corp
N/A—3,696-3,696-100%$598.4K———
Shufro Rose & Co LLC
N/A—3,682-3,682-100%$596.2K———
Fiduciary Group, LLC
N/A—3,654-3,654-100%$591.6K———
Sittner & Nelson, LLC
N/A—3,636-3,636-100%$588.8K———
Donaldson Capital Management, LLC
N/A—3,631-3,631-100%$587.9K———
Perennial Investment Advisors, LLC
N/A—3,626-3,626-100%$586.8K———
Logan Capital Management Inc
N/A—3,610-3,610-100%$584.5K———
Private Wealth Asset Management, LLC
N/A—3,580-3,580-100%$579.6K———
OneAscent Financial Services LLC
N/A—3,570-3,570-100%$578.0K———
Cladis Investment Advisory, LLC
N/A—3,550-3,550-100%$574.8K———
Per Stirling Capital Management, Llc.
N/A—3,548-3,548-100%$574.4K———
Bank of Hawaii
N/A—3,535-3,535-100%$572.4K———
JTC Employer Solutions Trustee Ltd
N/A—3,535-3,535-100%$572.0K———
Financial Engines Advisors L.L.C.
N/A—3,523-3,523-100%$570.4K———
Trustco Bank Corp N Y
N/A—3,490-3,490-100%$565.1K———
Thomasville National Bank
N/A—3,489-3,489-100%$564.9K———
Broderick Brian C
N/A—3,475-3,475-100%$562.6K———
HFM Investment Advisors, LLC
N/A—3,468-3,468-100%$561.5K———
Jump Financial, LLC
N/A—3,406-3,406-100%$551.5K———
Avalon Trust Co
N/A—3,400-3,400-100%$550.5K———
Crewe Advisors LLC
N/A—3,336-3,336-100%$540.1K———
Silver OAK Securities, Incorporated
N/A—3,335-3,335-100%$540.0K———
Ostrum Asset Management
N/A—3,320-3,320-100%$537.5K———
Cambient Family Office, LLC
N/A—3,318-3,318-100%$537.2K———
Bull Harbor Capital LLC
N/A—3,317-3,317-100%$537.1K———
Colonial Trust Advisors
N/A—3,288-3,288-100%$532.4K———
Winning Points Advisors, LLC
N/A—3,232-3,232-100%$523.3K———
Centaurus Financial, Inc.
N/A—3,215-3,215-100%$521.0K———
Matrix Private Capital Group LLC
N/A—3,210-3,210-100%$519.7K———
FOX RUN Management, L.L.C.
N/A—3,200-3,200-100%$518.1K———
Hexagon Capital Partners LLC
N/A—3,183-3,183-100%$515.4K———
Okabena Investment Services Inc
N/A—3,160-3,160-100%$511.6K———
Davis R M Inc
N/A—3,135-3,135-100%$507.6K———
Caldwell Sutter Capital, Inc.
N/A—3,130-3,130-100%$506.7K———
GWN Securities Inc.
N/A—3,111-3,111-100%$503.6K———
M. Kulyk & Associates, LLC
N/A—3,075-3,075-100%$497.9K———
Quent Capital, LLC
N/A—2,989-2,989-100%$483.9K———
L2 Asset Management, LLC
N/A—2,981-2,981-100%$482.7K———
WealthTrust Axiom LLC
N/A—2,979-2,979-100%$482.3K———
Viawealth, LLC
N/A—2,949-2,949-100%$477.5K———
Sivia Capital Partners, LLC
N/A—2,945-2,945-100%$476.8K———
Diker Management LLC
N/A—2,941-2,941-100%$476.0K———
Claret Asset Management Corp
N/A—2,936-2,936-100%$475.0K———
Elk River Wealth Management LLC
N/A—2,932-2,932-100%$474.7K———
Crawford Investment Counsel Inc
N/A—2,925-2,925-100%$473.6K———
Waddell & Associates, LLC
N/A—2,917-2,917-100%$472.3K———
Campbell & Co Investment Adviser LLC
N/A—2,903-2,903-100%$470.0K———
Chesapeake Wealth Management
N/A—2,900-2,900-100%$469.5K———
Brookwood Investment Group LLC
N/A—2,895-2,895-100%$468.8K———
Tevis Investment Management
N/A—2,889-2,889-100%$467.8K———
Rehmann Capital Advisory Group
N/A—2,866-2,866-100%$464.1K———
EntryPoint Capital, LLC
N/A—2,853-2,853-100%$461.9K———
Koss-Olinger Consulting, LLC
N/A—2,846-2,846-100%$460.8K———
Miller Capital Partners, Inc.
N/A—2,817-2,817-100%$456.1K———
Clarity Financial LLC
N/A—2,808-2,808-100%$454.6K———
West Family Investments, Inc.
N/A—2,803-2,803-100%$453.8K———
Addison Capital Co
N/A—2,798-2,798-100%$453.0K———
Berkshire Asset Management LLC
N/A—2,797-2,797-100%$452.9K———
Kickstand Ventures, Llc.
N/A—2,794-2,794-100%$452.4K———
AFT, Forsyth & Company, Inc.
N/A—2,779-2,779-100%$449.9K———
Piedmont Capital Management, LLC
N/A—2,754-2,754-100%$443.4K———
Banque Transatlantique SA
N/A—2,725-2,725-100%$425.3K———
Qtron Investments LLC
N/A—2,700-2,700-100%$437.2K———
Horizon Kinetics Asset Management LLC
N/A—2,700-2,700-100%$437.2K———
Zevin Asset Management LLC
N/A—2,694-2,694-100%$436.2K———
Polymer Capital Management (US) LLC
N/A—2,690-2,690-100%$435.5K———
Cofg Advisors, LLC
N/A—2,686-2,686-100%$434.9K———
Sand Hill Global Advisors, LLC
N/A—2,678-2,678-100%$433.6K———
SOA Wealth Advisors, Llc.
N/A—2,648-2,648-100%$428.7K———
Teachers Insurance & Annuity Association of America
N/A—2,648-2,648-100%$428.7K———
Goldstone Financial Group, LLC
N/A—2,647-2,647-100%$428.5K———
Wealth Alliance, LLC
N/A—2,642-2,642-100%$427.7K———
Aberdeen Wealth Management LLC
N/A—2,641-2,641-100%$427.6K———
Oxbow Advisors, LLC
N/A—2,638-2,638-100%$427.1K———
Seven Springs Wealth Group, LLC
N/A—2,633-2,633-100%$426.3K———
Allstate Corp
N/A—2,618-2,618-100%$423.9K———
Motco
N/A—2,610-2,610-100%$422.6K———
Capital Analysts, LLC
N/A—2,576-2,576-100%$417.0K———
Fort Point Capital Partners LLC
N/A—2,555-2,555-100%$413.7K———
Sargent Investment Group, LLC
N/A—2,544-2,544-100%$411.9K———
Regal Investment Advisors LLC
N/A—2,510-2,510-100%$406.4K———
Bowen Hanes & Co Inc
N/A—2,495-2,495-100%$362.3K———
Thoroughbred Financial Services, LLC
N/A—2,484-2,484-100%$402.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,450-2,450-100%$396.8K———
N.E.W. Advisory Services LLC
N/A—2,440-2,440-100%$395.1K———
Ingalls & Snyder LLC
N/A—2,430-2,430-100%$393.0K———
Fortis Capital Advisors, LLC
N/A—2,427-2,427-100%$393.0K———
Old North State Trust, LLC
N/A—2,406-2,406-100%$390.0K———
Rodgers Brothers Inc.
N/A—2,393-2,393-100%$387.4K———
Silver Coast Investments LLC
N/A—2,388-2,388-100%$386.6K———
Greenwich Wealth Management LLC
N/A—2,372-2,372-100%$384.0K———
Farringdon Capital, Ltd.
N/A—2,358-2,358-100%$381.8K———
Mosaic Family Wealth Partners, LLC
N/A—2,357-2,357-100%$381.6K———
Sompo Asset Management Co., Ltd.
N/A—2,350-2,350-100%$380.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,333-2,333-100%$377.8K———
Everpar Advisors LLC
N/A—2,311-2,311-100%$374.2K———
DF Dent & Co Inc
N/A—2,280-2,280-100%$369.2K———
First Foundation Advisors
N/A—2,279-2,279-100%$369.0K———
Plotkin Financial Advisors, LLC
N/A—2,278-2,278-100%$368.8K———
BBR Partners, LLC
N/A—2,273-2,273-100%$368.0K———
Monetary Management Group Inc
N/A—2,250-2,250-100%$364.3K———
Hills Bank & Trust Co
N/A—2,245-2,245-100%$363.5K———
LOS Angeles Capital Management LLC
N/A—2,242-2,242-100%$363.0K———
Strategic Investment Advisors / MI
N/A—2,226-2,226-100%$360.4K———
Cardiff Park Advisors, LLC
N/A—2,221-2,221-100%$359.6K———
CI Investments Inc.
N/A—2,212-2,212-100%$358.1K———
Blueshift Asset Management, LLC
N/A—2,210-2,210-100%$357.8K———
Dynamic Technology Lab Private Ltd
N/A—2,204-2,204-100%$357.0K———
Gateway Wealth Partners, LLC
N/A—2,199-2,199-100%$356.1K———
Twin Lakes Capital Management, LLC
N/A—2,197-2,197-100%$355.6K———
MAC Alpha Capital Management, LP
N/A—2,181-2,181-100%$353.1K———
Pettyjohn, Wood & White, Inc
N/A—2,180-2,180-100%$353.0K———
Hall Capital Management Co Inc
N/A—2,162-2,162-100%$350.0K———
LRI Investments, LLC
N/A—2,153-2,153-100%$348.6K———
Baldwin Investment Management, LLC
N/A—2,150-2,150-100%$348.1K———
Heritage Trust Co
N/A—2,148-2,148-100%$347.8K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,139-2,139-100%$346.6K———
Keel Point, LLC
N/A—2,138-2,138-100%$346.2K———
Westwood Holdings Group Inc
N/A—2,115-2,115-100%$342.4K———
Defiance ETFs, LLC
N/A—2,104-2,104-100%$336.6K———
RB Capital Management, LLC
N/A—2,101-2,101-100%$340.1K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,095-2,095-100%$339.0K———
Carr Financial Group Corp
N/A—2,084-2,084-100%$337.3K———
Kintra Wealth, LLC
N/A—2,076-2,076-100%$379.1K———
Legato Capital Management LLC
N/A—2,055-2,055-100%$332.7K———
Royal Capital Wealth Management, LLC
N/A—2,031-2,031-100%$328.9K———
Meiji Yasuda Asset Management Co Ltd.
N/A—2,023-2,023-100%$327.5K———
Banco Santander, S.A.
N/A—2,020-2,020-100%$327.1K———
Volterra Technologies LP
N/A—2,020-2,020-100%$327.1K———
Peak Asset Management, LLC
N/A—2,010-2,010-100%$325.4K———
Basecamp Wealth Advisors LLC
N/A—1,998-1,998-100%$323.5K———
WNY Asset Management, LLC
N/A—1,975-1,975-100%$319.7K———
Brooks, Moore & Associates, Inc.
N/A—1,964-1,964-100%$318.0K———
Capital Financial Group Inc\co\
N/A—1,954-1,954-100%$316.4K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,940-1,940-100%$314.1K———
Innovative Asset Advisors Group, LLC
N/A—1,939-1,939-100%$313.9K———
Whalerock Point Partners, LLC
N/A—1,930-1,930-100%$312.5K———
Parvin Asset Management, LLC
N/A—1,925-1,925-100%$311.7K———
E Fund Management Co., Ltd.
N/A—1,912-1,912-100%$309.6K———
Modus Advisors, LLC
N/A—1,909-1,909-100%$309.1K———
STG Securities, LLC
N/A—1,902-1,902-100%$308.0K———
Laraway Financial Advisors Inc
N/A—1,896-1,896-100%$306.9K———
TRB Wealth Management, LLC
N/A—1,891-1,891-100%$306.2K———
Taylor Hoffman Capital Management LLC
N/A—1,887-1,887-100%$305.5K———
Simmons Bank
N/A—1,884-1,884-100%$305.0K———
Charter Research & Investment Group, Inc.
N/A—1,875-1,875-100%$303.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,854-1,854-100%$300.2K———
Mathes Company, Inc.
N/A—1,850-1,850-100%$300.0K———
Wilkinson Global Asset Management LLC
N/A—1,833-1,833-100%$296.8K———
Keebeck Wealth Management
N/A—1,828-1,828-100%$296.0K———
CNB Bank
N/A—1,824-1,824-100%$295.3K———
Ponta Wealth Partners, LLC
N/A—1,808-1,808-100%$292.7K———
FWL Investment Management, LLC
N/A—1,805-1,805-100%$292.2K———
Calton & Associates, Inc.
N/A—1,798-1,798-100%$291.1K———
Jacobs Equity LLC
N/A—1,786-1,786-100%$289.2K———
Proficio Capital Partners LLC
N/A—1,777-1,777-100%$287.7K———
Founders Financial Alliance, LLC
N/A—1,774-1,774-100%$287.3K———
AssuredPartners Investment Advisors, LLC
N/A—1,770-1,770-100%$286.6K———
Investment Advisory Group, LLC
N/A—1,760-1,760-100%$285.0K———
LMR Partners LLP
N/A—1,745-1,745-100%$282.5K———
Retirement Income Solutions, Inc
N/A—1,744-1,744-100%$253.3K———
American Trust
N/A—1,743-1,743-100%$282.2K———
Bannerstone Capital Management, LLC
N/A—1,741-1,741-100%$281.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,740-1,740-100%$281.7K———
SCS Capital Management LLC
N/A—1,732-1,732-100%$280.4K———
Ironwood Investment Counsel, LLC
N/A—1,728-1,728-100%$279.8K———
WHI Trust Co LLC
N/A—1,724-1,724-100%$279.1K———
Heritage Wealth Advisors
N/A—1,714-1,714-100%$277.5K———
First Dallas Securities Inc.
N/A—1,712-1,712-100%$277.2K———
Whetstone Capital Advisors, LLC
N/A—1,712-1,712-100%$277.2K———
Westmount Partners, LLC
N/A—1,706-1,706-100%$276.2K———
Affinity Investment Advisors, LLC
N/A—1,697-1,697-100%$274.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,680-1,680-100%$272.0K———
Legacy Financial Advisors, Inc.
N/A—1,678-1,678-100%$271.7K———
Tower Bridge Advisors
N/A—1,675-1,675-100%$271.2K———
Callahan Advisors, LLC
N/A—1,675-1,675-100%$271.2K———
HighPoint Advisor Group LLC
N/A—1,668-1,668-100%$270.1K———
Xcelsior Advisor Partners LLC
N/A—1,664-1,664-100%$269.5K———
PCM Encore, LLC
N/A—1,657-1,657-100%$268.2K———
Coppell Advisory Solutions LLC
N/A—1,656-1,656-100%$269.5K———
Colonial Trust Co / SC
N/A—1,651-1,651-100%$267.3K———
Kelly Lawrence W & Associates Inc
N/A—1,649-1,649-100%$267.0K———
Prelude Capital Management, LLC
N/A—1,643-1,643-100%$266.0K———
Osmosis Investment Management UK Ltd
N/A—1,642-1,642-100%$265.9K———
FSB Premier Wealth Management, Inc.
N/A—1,641-1,641-100%$265.7K———
Houlihan Financial Resource Group, Ltd.
N/A—1,625-1,625-100%$263.1K———
Trivium Point Advisory, LLC
N/A—1,619-1,619-100%$262.1K———
Element Wealth, LLC
N/A—1,617-1,617-100%$261.9K———
Ruggaard & Associates LLC
N/A—1,600-1,600-100%$259.1K———
West Michigan Advisors, LLC
N/A—1,595-1,595-100%$258.2K———
Wulff, Hansen & Co.
N/A—1,595-1,595-100%$258.2K———
EWA, LLC
N/A—1,585-1,585-100%$256.6K———
Continuum Advisory, LLC
N/A—1,582-1,582-100%$256.1K———
Anchor Investment Management, LLC
N/A—1,567-1,567-100%$253.8K———
Maimon Wealth Management Ltd.
N/A—1,550-1,550-100%$251.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,536-1,536-100%$248.7K———
Campion Asset Management
N/A—1,532-1,532-100%$248.0K———
Sun Financial Inc
N/A—1,527-1,527-100%$278.0K———
One Capital Management, LLC
N/A—1,519-1,519-100%$220.7K———
First Commonwealth Financial Corp
N/A—1,515-1,515-100%$245.3K———
ABN Amro Bank N.V.
N/A—1,511-1,511-100%$244.2K———
Clark Capital Management Group, Inc.
N/A—1,504-1,504-100%$243.5K———
Westpac Banking Corp
N/A—1,504-1,504-100%$243.5K———
Bridges Investment Management Inc
N/A—1,501-1,501-100%$243.1K———
Bouchey Financial Group, Ltd.
N/A—1,497-1,497-100%$242.4K———
DV Trading LLC
N/A—1,494-1,494-100%$241.9K———
HC Advisors, LLC
N/A—1,491-1,491-100%$241.5K———
Strategic Wealth Partners, Ltd.
N/A—1,489-1,489-100%$241.1K———
Van Hulzen Asset Management, LLC
N/A—1,486-1,486-100%$240.6K———
Fukoku Mutual Life Insurance Co
N/A—1,482-1,482-100%$240.0K———
Gambit Capital Management, LLC
N/A—1,482-1,482-100%$240.0K———
Acorns Advisers, LLC
N/A—1,474-1,474-100%$239.0K———
Hodges Capital Management Inc.
N/A—1,463-1,463-100%$236.8K———
Peak Planning Group, LLC
N/A—1,446-1,446-100%$234.1K———
Resurgent Financial Advisors LLC
N/A—1,430-1,430-100%$231.5K———
Chilton Investment Co Inc.
N/A—1,428-1,428-100%$231.2K———
Bogart Wealth, LLC
N/A—1,427-1,427-100%$231.1K———
Cyber Hornet ETFs LLC
N/A—1,420-1,420-100%$229.9K———
Financial Advisors Network, Inc.
N/A—1,420-1,420-100%$229.8K———
GeoWealth Management, LLC
N/A—1,412-1,412-100%$228.6K———
NCP Inc.
N/A—1,400-1,400-100%$226.7K———
Core Wealth Advisors, Inc.
N/A—1,398-1,398-100%$226.3K———
Keating Financial Advisory Services, Inc.
N/A—1,398-1,398-100%$226.4K———
Dynasty Wealth Management, LLC
N/A—1,398-1,398-100%$226.4K———
Marshall Financial Group, LLC
N/A—1,395-1,395-100%$225.9K———
First National Bank of Hutchinson
N/A—1,395-1,395-100%$225.9K———
Strategic Financial Concepts, LLC
N/A—1,394-1,394-100%$225.8K———
Peregrine Asset Advisers, Inc.
N/A—1,393-1,393-100%$225.5K———
V2 Financial group LLC
N/A—1,393-1,393-100%$225.5K———
Pgim Custom Harvest LLC
N/A—1,384-1,384-100%$224.1K———
Fort Sheridan Advisors LLC
N/A—1,384-1,384-100%$224.1K———
Cary Street Partners Investment Advisory LLC
N/A—1,381-1,381-100%$223.6K———
Z3 Capital Partners, LLC
N/A—1,361-1,361-100%$220.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,350-1,350-100%$218.6K———
Silvant Capital Management LLC
N/A—1,342-1,342-100%$217.3K———
Red Wave Investments LLC
N/A—1,335-1,335-100%$216.2K———
Aspen Grove Capital, LLC
N/A—1,332-1,332-100%$215.7K———
Muirfield Wealth Advisors LLC
N/A—1,312-1,312-100%$212.4K———
Roehl & Yi Investment Advisors, LLC
N/A—1,306-1,306-100%$211.4K———
360 Financial, Inc.
N/A—1,285-1,285-100%$208.1K———
Auxier Asset Management LLC
N/A—1,285-1,285-100%$208.1K———
nVerses Capital, LLC
N/A—1,283-1,283-100%$207.7K———
Sovereign Financial Group, Inc.
N/A—1,277-1,277-100%$206.8K———
Element Squared LLC
N/A—1,275-1,275-100%$206.4K———
Kelman-Lazarov, Inc.
N/A—1,258-1,258-100%$203.7K———
Prosperity Consulting Group, LLC
N/A—1,257-1,257-100%$203.6K———
Osborne Partners Capital Management, LLC
N/A—1,250-1,250-100%$202.4K———
Somerville Kurt F
N/A—1,250-1,250-100%$202.4K———
Frazier Financial Advisors, LLC
N/A—1,249-1,249-100%$202.2K———
Wealthspire Retirement, LLC
N/A—1,247-1,247-100%$201.9K———
Tailwinds Wealth, LLC
N/A—1,246-1,246-100%$201.8K———
Ameriflex Group, Inc.
N/A—1,217-1,217-100%$197.0K———
Medallion Wealth Advisors, LLC
N/A—1,187-1,187-100%$192.2K———
Hollencrest Capital Management
N/A—1,185-1,185-100%$191.9K———
Riverview Trust Co
N/A—1,113-1,113-100%$180.2K———
Pingora Partners LLC
N/A—1,100-1,100-100%$178.1K———
Quarry LP
N/A—1,091-1,091-100%$176.6K———
Osbon Capital Management LLC
N/A—1,066-1,066-100%$172.6K———
EFG International AG
N/A—1,039-1,039-100%$168.2K———
Estabrook Capital Management
N/A—1,031-1,031-100%$166.9K———
Beaird Harris Wealth Management, LLC
N/A—984-984-100%$159.3K———
Bank of the Bluegrass & Trust Co.
N/A—910-910-100%$149.4K———
Mark Sheptoff Financial Planning, LLC
N/A—888-888-100%$143.8K———
Aviso Financial Inc.
N/A—875-875-100%$141.7K———
SHP Wealth Management
N/A—852-852-100%$137.9K———
Conquis Financial LLC
N/A—848-848-100%$137.3K———
Tripletail Wealth Management, LLC
N/A—846-846-100%$135.7K———
Godfrey Financial Associates, Inc.
N/A—841-841-100%$136.1K———
Ankerstar Wealth, LLC
N/A—807-807-100%$130.7K———
Consultiva Wealth Management, Corp.
N/A—800-800-100%$129.5K———
ESL Trust Services, LLC
N/A—800-800-100%$129.5K———
Davis Asset Management, L.P.
N/A—800-800-100%$129.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—786-786-100%$127.3K———
Transamerica Financial Advisors, LLC
N/A—778-778-100%$126.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—763-763-100%$123.5K———
Fiduciary Financial Advisors
N/A—750-750-100%$120.4K———
Corsicana & Co.
N/A—710-710-100%$115.0K———
Sachetta, LLC
N/A—700-700-100%$113.3K———
GW&K Investment Management, LLC
N/A—668-668-100%$108.0K———
Nova Wealth Management, Inc.
N/A—650-650-100%$105.2K———
1015 Capital Partners, LLC
N/A—643-643-100%$104.1K———
Roble, Belko & Company, Inc
N/A—602-602-100%$97.0K———
TD Capital Management LLC
N/A—554-554-100%$89.6K———
Bruce G. Allen Investments, LLC
N/A—553-553-100%$89.5K———
Providence Capital Advisors, LLC
N/A—541-541-100%$87.6K———
Measured Wealth Private Client Group, LLC
N/A—522-522-100%$84.5K———
CoreFirst Bank & Trust
N/A—480-480-100%$77.7K———
ARK Investment Management LLC
N/A—470-470-100%$76.1K———
Tidemark, LLC
N/A—468-468-100%$75.7K———
Optiver Holding B.V.
N/A—446-446-100%$72.2K———
Steigerwald, Gordon & Koch Inc.
N/A—438-438-100%$70.9K———
Glen Eagle Advisors, LLC
N/A—432-432-100%$69.9K———
Dunhill Financial, LLC
N/A—430-430-100%$69.7K———
Field & Main Bank
N/A—425-425-100%$68.8K———
Delta Asset Management LLC
N/A—416-416-100%$67.4K———
Fourth Dimension Wealth, LLC
N/A—406-406-100%$65.7K———
Bernard Wealth Management Corp.
N/A—406-406-100%$65.7K———
Meramec Financial Planners, LLC
N/A—400-400-100%$71.3K———
Atlas Capital Advisors Inc.
N/A—397-397-100%$64.3K———
Prosperity Bancshares Inc
N/A—391-391-100%$63.3K———
Hamrick Investment Counsel, llc
N/A—360-360-100%$58.3K———
Anchor Bay Capital, Inc.
N/A—350-350-100%$63.7K———
Prestige Wealth Management Group LLC
N/A—350-350-100%$56.7K———
VSM Wealth Advisory, LLC
N/A—343-343-100%$55.6K———
Tacita Capital Inc
N/A—339-339-100%$54.9K———
PIN OAK Investment Advisors Inc
N/A—337-337-100%$55.0K———
Luminist Capital LLC
N/A—318-318-100%$51.5K———
Ogorek Anthony Joseph
N/A—313-313-100%$50———
IMA Advisory Services, Inc.
N/A—309-309-100%$50.0K———
Vision Retirement, LLC
N/A—300-300-100%$48.6K———
Raffa Wealth Management, LLC
N/A—298-298-100%$48.2K———
Evelyn Partners Group Ltd
N/A—296-296-100%$47.9K———
Bravera Wealth
N/A—290-290-100%$47.0K———
WealthCollab, LLC
N/A—288-288-100%$46.6K———
Regatta Research & Money Management
N/A—268-268-100%$43.3K———
PlanVest Financial, Inc
N/A—251-251-100%$40.7K———
Horizon Bancorp Inc
N/A—250-250-100%$40.0K———
Centennial Bank
N/A—245-245-100%$39.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—243-243-100%$39.3K———
Napier Financial, LLC
N/A—230-230-100%$37.2K———
Parallax Volatility Advisers, L.P.
N/A—229-229-100%$37.1K———
Meeder Asset Management Inc
N/A—229-229-100%$37.1K———
Loomis Sayles & Co L P
N/A—222-222-100%$35.9K———
Orion Capital Management LLC
N/A—215-215-100%$34.8K———
Darwin Wealth Management, LLC
N/A—214-214-100%$34.8K———
Greykasell Wealth Strategies, Inc.
N/A—204-204-100%$33.0K———
Mcguire Capital Advisors Inc
N/A—203-203-100%$32.9K———
Westfuller Advisors, LLC
N/A—200-200-100%$32.4K———
Security National Bank of SO DAK
N/A—200-200-100%$32.4K———
BOK Financial Private Wealth, Inc.
N/A—190-190-100%$30.8K———
HHM Wealth Advisors, LLC
N/A—189-189-100%$30.6K———
MRP Capital Investments, LLC
N/A—185-185-100%$30.0K———
Kemnay Advisory Services Inc.
N/A—180-180-100%$29.1K———
Caitlin John, LLC
N/A—180-180-100%$29.2K———
Highland Investment Advisors LLC
N/A—164-164-100%$26.5K———
Minot DeBlois Advisors LLC
N/A—150-150-100%$24.3K———
Harvest Fund Management Co., Ltd
N/A—150-150-100%$24———
Atlantic Private Wealth, LLC
N/A—150-150-100%$24.3K———
Allied Private Wealth LLC
N/A—148-148-100%$23.0K———
Wiser Advisor Group LLC
N/A—136-136-100%$22.0K———
Aventura Private Wealth, LLC
N/A—127-127-100%$20.6K———
Financial Life Planners
N/A—114-114-100%$18.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—110-110-100%$17.8K———
JPL Wealth Management, LLC
N/A—105-105-100%$17.0K———
Walsh & Associates, LLC
N/A—100-100-100%$16.2K———
Cbiz Investment Advisory Services, LLC
N/A—96-96-100%$14.0K———
Front Row Advisors LLC
N/A—90-90-100%$16.5K———
Morse Asset Management, Inc
N/A—90-90-100%$14.6K———
Premier Financial Group
N/A—88-88-100%$12.4K———
Cornerstone Financial Management LLC
N/A—81-81-100%$13.1K———
Oakmont Advisory Group, LLC
N/A—80-80-100%$13.0K———
Abound Financial, LLC
N/A—68-68-100%$11.0K———
Rialto Wealth Management, LLC
N/A—67-67-100%$10.8K———
Boreal Capital Management LLC
N/A—65-65-100%$10.5K———
Chesapeake Asset Management LLC
N/A—54-54-100%$8.7K———
Kilter Group LLC
N/A—52-52-100%$8.4K———
Wellington-Altus USA Inc.
N/A—50-50-100%$7.3K———
Strategic Investment Solutions, Inc.
N/A—50-50-100%$8.1K———
Penserra Capital Management LLC
N/A—45-45-100%$7———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—36-36-100%$5.8K———
Nalls Sherbakoff Group, LLC
N/A—35-35-100%$5.7K———
Synergy Investment Management, LLC
N/A—32-32-100%$5.5K———
Strive Financial Group,LLC
N/A—31-31-100%$5.0K———
Park Place Capital Corp
N/A—28-28-100%$4.5K———
JDM Financial Group LLC
N/A—25-25-100%$4.0K———
Investors Portfolio Services LLC
N/A—21-21-100%$3.5K———
Ross\johnson & Associates LLC
N/A—20-20-100%$3.2K———
MidFirst Bank
N/A—20-20-100%$3.2K———
Copia Wealth Management
N/A—12-12-100%$2.0K———
Silicon Valley Capital Partners
N/A—10-10-100%$1.6K———
Swan Capital LLC
N/A—10-10-100%$1.6K———
S&T Bank
N/A—9-9-100%$1.5K———
Seneschal Advisors, LLC
N/A—7-7-100%$1.1K———
Showing 2345 of 2345 institutions