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Toronto-Dominion Bank (TD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MacKenzie Financial Corp
DECREASED
Shares21,262,259 from 22,892,530
Change-1,630,271 (-7%)
Value$2.5B (-$1.4B)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares21,251,346 from 19,240,331
Change+2,011,015 (+10%)
Value$2.6B (+$153.8M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares20,175,219 from 20,259,577
Change-84,358 (0%)
Value$2.4B (-$107.3M)
Filed 2026-10-16
CIBC Asset Management Inc
DECREASED
Shares12,148,237 from 12,662,025
Change-513,788 (-4%)
Value$1.4B (-$105.9M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares7,756,045 from 7,764,118
Change-8,073 (0%)
Value$911.6M (-$31.2M)
Filed 2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED
Shares5,802,499 from 6,420,709
Change-618,210 (-10%)
Value$683.9K (-$779.7M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares4,075,424 from 3,630,158
Change+445,266 (+12%)
Value$479.0M (+$38.2M)
Filed 2026-11-06
Amundi
INCREASED
Shares3,570,043 from 3,306,969
Change+263,074 (+8%)
Value$419.6M (+$17.9M)
Filed 2026-11-06
Fiera Capital Corp
INCREASED
Shares3,168,434 from 2,642,663
Change+525,771 (+20%)
Value$372.9M (+$52.2M)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares2,452,937 from 2,510,292
Change-57,355 (-2%)
Value$342.3M (-$20.8M)
Filed 2026-11-03
Letko, Brosseau & Associates Inc
DECREASED
Shares1,922,735 from 2,393,682
Change-470,947 (-20%)
Value$226.6M (-$64.3M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares1,884,121 from 249,843
Change+1,634,278 (+654%)
Value$221.4M (+$191.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares1,864,126 from 1,670,919
Change+193,207 (+12%)
Value$219.1M (+$16.2M)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares1,264,236 from 1,489,677
Change-225,441 (-15%)
Value$149.3M (-$30.9M)
Filed 2026-11-06
Addenda Capital Inc.
DECREASED
Shares1,258,376 from 1,294,228
Change-35,852 (-3%)
Value$210.6M (-$12.6M)
Filed 2026-10-13
DekaBank Deutsche Girozentrale
DECREASED
Shares1,134,443 from 1,141,081
Change-6,638 (-1%)
Value$134.6K (+$28.6K)
Filed 2026-10-27
Intact Investment Management Inc.
INCREASED
Shares1,100,256 from 1,023,826
Change+76,430 (+7%)
Value$129.4M (+$4.9M)
Filed 2026-11-03
Pictet Asset Management Holding SA
INCREASED
Shares983,997 from 901,578
Change+82,419 (+9%)
Value$116.0M (+$6.4M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares637,161 from 457,088
Change+180,073 (+39%)
Value$75.1M (+$19.5M)
Filed 2026-11-04
Guardian Partners Inc.
DECREASED
Shares590,422 from 608,579
Change-18,157 (-3%)
Value$69.6M (-$4.4M)
Filed 2026-10-21
SEB Asset Management AB
DECREASED
Shares561,957 from 831,989
Change-270,032 (-32%)
Value$66.2M (-$34.9M)
Filed 2026-11-04
Morguard Lincluden Global Investments Ltd
DECREASED
Shares508,524 from 526,877
Change-18,353 (-3%)
Value$85.1K (-$5.8K)
Filed 2026-10-28
Mn Services Vermogensbeheer B.V.
INCREASED
Shares491,290 from 482,590
Change+8,700 (+2%)
Value$57.9K (-$58.6M)
Filed 2026-10-08
Cidel Asset Management Inc
INCREASED
Shares487,707 from 448,298
Change+39,409 (+9%)
Value$57.5M (+$3.0M)
Filed 2026-10-29
UniSuper Management Pty Ltd
INCREASED
Shares482,186 from 465,386
Change+16,800 (+4%)
Value$80.7M (+$433.0K)
Filed 2026-10-26
QV Investors Inc.
DECREASED
Shares392,465 from 394,545
Change-2,080 (-1%)
Value$46.3K (-$47.9M)
Filed 2026-10-20
Achmea Investment Management B.V.
NEW
Shares380,965
Change+380,965
Value$44.9M
Filed 2026-10-30
Swiss Life Asset Management Ltd
DECREASED
Shares346,824 from 349,683
Change-2,859 (-1%)
Value$40.9M (-$1.5M)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares338,019 from 334,713
Change+3,306 (+1%)
Value$39.8M (-$843.7K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares327,902 from 310,241
Change+17,661 (+6%)
Value$38.5M (+$865.7K)
Filed 2026-11-02
Triasima Portfolio Management inc.
INCREASED
Shares321,615 from 306,074
Change+15,541 (+5%)
Value$37.9M (+$703.8K)
Filed 2026-10-15
Montrusco Bolton Investments Inc.
DECREASED
Shares284,911 from 317,741
Change-32,830 (-10%)
Value$33.6M (-$5.0M)
Filed 2026-10-13
Cardinal Point Capital Management ULC
DECREASED
Shares280,539 from 286,027
Change-5,488 (-2%)
Value$33.1M (-$1.6M)
Filed 2026-10-21
Genus Capital Management Inc.
DECREASED
Shares267,498 from 288,093
Change-20,595 (-7%)
Value$31.5M (-$3.5M)
Filed 2026-11-04
Godsey & Gibb, Inc
DECREASED
Shares259,887 from 275,464
Change-15,577 (-6%)
Value$30.5M (-$2.9M)
Filed 2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares237,440 from 240,904
Change-3,464 (-1%)
Value$28.0M (-$1.3M)
Filed 2026-10-19
Maryland State Retirement & Pension System
DECREASED
Shares237,151 from 241,034
Change-3,883 (-2%)
Value$27.9M (-$1.4M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares215,402 from 225,580
Change-10,178 (-5%)
Value$25.3M (-$2.1M)
Filed 2026-11-06
Generali Asset Management SPA SGR
INCREASED
Shares202,880 from 193,779
Change+9,101 (+5%)
Value$33.9M (+$532.7K)
Filed 2026-10-26
Canerector Inc
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$23.6M (-$682.7K)
Filed 2026-10-13
Heathbridge Capital Management Ltd.
DECREASED
Shares190,875 from 212,550
Change-21,675 (-10%)
Value$22.4M (-$3.4M)
Filed 2026-10-29
ASR Vermogensbeheer N.V.
INCREASED
Shares189,990 from 189,081
Change+909 (+0%)
Value$22.4M (-$589.4K)
Filed 2026-10-16
American Assets Investment Management, LLC
UNCHANGED
Shares165,000 from 165,000
Change0 (0%)
Value$19.4M (-$643.5K)
Filed 2026-10-30
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares162,285 from 162,268
Change+17 (+0%)
Value$19.1M (-$640.0K)
Filed 2026-10-23
Waratah Capital Advisors Ltd.
DECREASED
Shares161,708 from 203,254
Change-41,546 (-20%)
Value$19.0M (-$5.7M)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED
Shares128,383 from 128,383
Change0 (0%)
Value$15.1K (-$15.6M)
Filed 2026-10-20
Gold Investment Management Ltd.
DECREASED
Shares118,862 from 118,976
Change-114 (0%)
Value$14.0M (-$484.3K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares114,128 from 113,450
Change+678 (+1%)
Value$13.5K (-$13.8M)
Filed 2026-11-05
Imc-Chicago, LLC
INCREASED
Shares99,128 from 52,108
Change+47,020 (+90%)
Value$11.7M (+$5.3M)
Filed 2026-11-05
NewSquare Capital LLC
INCREASED
Shares96,783 from 92,917
Change+3,866 (+4%)
Value$11.4M (+$92.0K)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares93,697 from 97,141
Change-3,444 (-4%)
Value$11.0M (-$783.7K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares85,741 from 85,338
Change+403 (+0%)
Value$10.1M (-$285.4K)
Filed 2026-11-02
Hennessy Advisors Inc
UNCHANGED
Shares62,800 from 62,800
Change0 (0%)
Value$7.4M (-$244.9K)
Filed 2026-10-28
Univest Financial Corp
DECREASED
Shares60,582 from 60,658
Change-76 (0%)
Value$7.1M (-$245.5K)
Filed 2026-11-05
Pacifica Partners Inc.
DECREASED
Shares58,256 from 60,846
Change-2,590 (-4%)
Value$6.8M (-$413.3K)
Filed 2026-10-09
BCV Asset Management Inc.
DECREASED
Shares56,873 from 57,251
Change-378 (-1%)
Value$6.7M (-$169.1K)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares56,091 from 56,200
Change-109 (0%)
Value$6.6M (-$219.9K)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares54,984 from 48,083
Change+6,901 (+14%)
Value$6.5M (+$623.6K)
Filed 2026-10-29
Stablepoint Partners, LLC
DECREASED
Shares53,847 from 61,446
Change-7,599 (-12%)
Value$6.3M (-$1.1M)
Filed 2026-11-03
Trust Co of Vermont
INCREASED
Shares52,189 from 51,986
Change+203 (+0%)
Value$6.1M (-$178.9K)
Filed 2026-10-21
Plato Investment Management Ltd
DECREASED
Shares52,171 from 62,530
Change-10,359 (-17%)
Value$6.2M (-$1.4M)
Filed 2026-11-05
Value Partners Investments Inc.
DECREASED
Shares51,049 from 51,562
Change-513 (-1%)
Value$6.0M (-$236.5K)
Filed 2026-10-19
Cardinal Capital Management
INCREASED
Shares47,191 from 46,344
Change+847 (+2%)
Value$5.5M (-$81.2K)
Filed 2026-10-21
Walter Public Investments Inc.
DECREASED
Shares46,486 from 82,988
Change-36,502 (-44%)
Value$5.5M (-$4.6M)
Filed 2026-11-05
Natixis
DECREASED
Shares46,082 from 66,137
Change-20,055 (-30%)
Value$5.4M (-$2.6M)
Filed 2026-11-06
Burkett Asset Management Ltd
DECREASED
Shares45,751 from 46,041
Change-290 (-1%)
Value$5.4M (-$191.4K)
Filed 2026-10-13
Welch & Forbes LLC
DECREASED
Shares42,917 from 43,217
Change-300 (-1%)
Value$5.0M (-$203.8K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares40,816 from 39,475
Change+1,341 (+3%)
Value$4.8M (+$3.7K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares37,966 from 37,966
Change0 (0%)
Value$4.5M (-$148.1K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares36,762 from 36,772
Change-10 (0%)
Value$4.3M (-$129.1K)
Filed 2026-10-20
Tableaux LLC
UNCHANGED
Shares36,465 from 36,465
Change0 (0%)
Value$4.3M (-$142.2K)
Filed 2026-10-23
Louisbourg Investments Inc.
DECREASED
Shares34,779 from 37,773
Change-2,994 (-8%)
Value$4.1M (-$482.0K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED
Shares34,675 from 34,675
Change0 (0%)
Value$4.1M (-$135.2K)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
DECREASED
Shares34,005 from 40,035
Change-6,030 (-15%)
Value$4.0M (-$864.8K)
Filed 2026-10-21
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares33,530 from 34,570
Change-1,040 (-3%)
Value$4.0M (-$249.9K)
Filed 2026-10-30
Park Avenue Securities LLC
DECREASED
Shares33,187 from 40,249
Change-7,062 (-18%)
Value$3.9K (-$4.9M)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares31,645 from 31,311
Change+334 (+1%)
Value$3.7M (-$82.8K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares30,815 from 23,554
Change+7,261 (+31%)
Value$3.5M (+$675.2K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares30,038 from 29,985
Change+53 (+0%)
Value$3.5M (-$110.7K)
Filed 2026-10-29
Flagship Capital Management Inc.
DECREASED
Shares29,495 from 29,715
Change-220 (-1%)
Value$3.5M (-$141.7K)
Filed 2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares28,674 from 28,467
Change+207 (+1%)
Value$3.4M (-$86.7K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares28,193 from 26,922
Change+1,271 (+5%)
Value$3.3M (+$44.4K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares27,152 from 27,694
Change-542 (-2%)
Value$3.2M (-$171.8K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares26,809 from 24,639
Change+2,170 (+9%)
Value$3.2M (+$158.9K)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares26,170 from 23,125
Change+3,045 (+13%)
Value$3.1M (+$267.7K)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares25,444 from 25,050
Change+394 (+2%)
Value$3.0M (-$51.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,069 from 26,418
Change-1,349 (-5%)
Value$2.9K (-$3.2M)
Filed 2026-11-02
Applied Capital LLC
DECREASED
Shares23,021 from 23,051
Change-30 (0%)
Value$2.7M (-$93.4K)
Filed 2026-10-07
Family Legacy, Inc.
DECREASED
Shares22,731 from 22,912
Change-181 (-1%)
Value$2.7M (-$110.6K)
Filed 2026-10-13
Summit Securities Group LLC
INCREASED
Shares22,100 from 2,700
Change+19,400 (+719%)
Value$2.6M (+$2.3M)
Filed 2026-11-05
Compass Financial Management LLC
NEW
Shares21,836
Change+21,836
Value$2.6M
Filed 2026-10-30
Nordwand Advisors, LLC
UNCHANGED
Shares20,800 from 20,800
Change0 (0%)
Value$2.4M (-$81.1K)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares20,519 from 19,986
Change+533 (+3%)
Value$2.4M (-$15.3K)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares20,306 from 25,002
Change-4,696 (-19%)
Value$2.4M (-$304.0K)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares20,225 from 20,450
Change-225 (-1%)
Value$2.4M (-$106.2K)
Filed 2026-10-26
Ativo Capital Management LLC
INCREASED
Shares19,268 from 19,265
Change+3 (+0%)
Value$2.3M (-$74.8K)
Filed 2026-10-27
Probity Advisors, Inc.
DECREASED
Shares19,082 from 20,067
Change-985 (-5%)
Value$2.2M (-$194.0K)
Filed 2026-10-23
Rempart Asset Management Inc.
UNCHANGED
Shares18,523 from 18,523
Change0 (0%)
Value$2.2M ($0)
Filed 2026-10-20
State of Wyoming
DECREASED
Shares18,315 from 20,385
Change-2,070 (-10%)
Value$2.2M (-$319.1K)
Filed 2026-10-28
Pinnacle Associates LTD
DECREASED
Shares18,232 from 29,507
Change-11,275 (-38%)
Value$2.1M (-$1.4M)
Filed 2026-10-20
Frank, Rimerman Advisors LLC
UNCHANGED
Shares17,650 from 17,650
Change0 (0%)
Value$2.1M (-$68.8K)
Filed 2026-10-16
Commons Capital, LLC
DECREASED
Shares17,139 from 17,990
Change-851 (-5%)
Value$2.0M (-$170.1K)
Filed 2026-11-05
CMH Wealth Management LLC
DECREASED
Shares16,645 from 25,260
Change-8,615 (-34%)
Value$2.0M (-$1.1M)
Filed 2026-10-22
Plimoth Trust Co LLC
DECREASED
Shares16,287 from 16,512
Change-225 (-1%)
Value$1.9M (-$90.8K)
Filed 2026-10-26
Greenfield Seitz Capital Management, LLC
INCREASED
Shares16,037 from 16,036
Change+1 (+0%)
Value$1.9M (-$62.4K)
Filed 2026-10-29
Valmark Advisers, Inc.
UNCHANGED
Shares16,012 from 16,012
Change0 (0%)
Value$1.9M (-$62.4K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares15,589 from 16,271
Change-682 (-4%)
Value$1.8M (-$143.3K)
Filed 2026-10-08
LVM Capital Management LTD
DECREASED
Shares15,311 from 16,136
Change-825 (-5%)
Value$1.8M (+$1.8M)
Filed 2026-10-20
CenterBook Partners LP
INCREASED
Shares15,257 from 7,510
Change+7,747 (+103%)
Value$1.8M (+$881.2K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares15,163 from 15,917
Change-754 (-5%)
Value$1.8M (-$150.7K)
Filed 2026-10-14
American Assets Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.8M (-$58.5K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares14,993 from 13,519
Change+1,474 (+11%)
Value$1.8M (+$120.5K)
Filed 2026-11-05
Viewpoint Investment Partners Corp
DECREASED
Shares14,941 from 18,647
Change-3,706 (-20%)
Value$1.8M (-$496.4K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares14,628 from 14,955
Change-327 (-2%)
Value$1.7M (-$96.7K)
Filed 2026-10-30
Hanson & Doremus Investment Management
DECREASED
Shares14,366 from 14,425
Change-59 (0%)
Value$1.7K (-$1.8M)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,303 from 14,480
Change-177 (-1%)
Value$1.7M (-$77.3K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares13,985 from 13,985
Change0 (0%)
Value$1.6M (-$54.5K)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares13,917 from 14,710
Change-793 (-5%)
Value$1.6M (-$150.6K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares13,881 from 14,694
Change-813 (-6%)
Value$1.6M (-$153.0K)
Filed 2026-10-20
Daiwa Securities Group Inc.
DECREASED
Shares13,170 from 13,200
Change-30 (0%)
Value$1.5M (-$55.0K)
Filed 2026-10-29
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares13,020 from 13,020
Change0 (0%)
Value$1.5M (-$50.8K)
Filed 2026-10-16
Themes Management Co LLC
INCREASED
Shares12,861 from 8,191
Change+4,670 (+57%)
Value$1.5M (+$516.9K)
Filed 2026-10-29
Cardinal Capital Management, Inc.
DECREASED
Shares11,870 from 12,020
Change-150 (-1%)
Value$1.4M (-$59.3K)
Filed 2026-10-16
Emergent Wealth Advisors, LLC
INCREASED
Shares11,849 from 4,057
Change+7,792 (+192%)
Value$1.4M (+$584.0K)
Filed 2026-10-09
Radnor Capital Management, LLC
UNCHANGED
Shares11,836 from 11,836
Change0 (0%)
Value$1.4M (-$46.2K)
Filed 2026-10-23
Principal Financial Group Inc
INCREASED
Shares11,400 from 11,200
Change+200 (+2%)
Value$1.3M (-$17.7K)
Filed 2026-11-02
Silverlake Wealth Management LLC
DECREASED
Shares11,305 from 11,400
Change-95 (-1%)
Value$1.3M (-$55.7K)
Filed 2026-10-21
Linden Thomas Advisory Services, LLC
INCREASED
Shares11,234 from 10,631
Change+603 (+6%)
Value$1.3M (+$29.4K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares11,000 from 10,887
Change+113 (+1%)
Value$1.3M (-$29.2K)
Filed 2026-10-02
D.A. Davidson & Co.
UNCHANGED
Shares10,877 from 10,877
Change0 (0%)
Value$1.3M (-$42.4K)
Filed 2026-10-28
Baskin Financial Services Inc.
INCREASED
Shares10,831 from 10,026
Change+805 (+8%)
Value$1.3K (+$56)
Filed 2026-10-19
Affinity Capital Advisors, LLC
UNCHANGED
Shares10,817 from 10,817
Change0 (0%)
Value$1.2M (-$59.9K)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares10,802 from 11,257
Change-455 (-4%)
Value$1.3M (-$97.4K)
Filed 2026-11-06
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares10,764 from 10,890
Change-126 (-1%)
Value$1.3M (-$57.3K)
Filed 2026-10-08
Sky Investment Group LLC
INCREASED
Shares10,758 from 4,446
Change+6,312 (+142%)
Value$1.3M (+$724.5K)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares10,718 from 6,668
Change+4,050 (+61%)
Value$1.3M (+$491.8K)
Filed 2026-11-06
Quilter Plc
UNCHANGED
Shares10,175 from 10,175
Change0 (0%)
Value$1.7M (-$52.0K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares10,167 from 8,107
Change+2,060 (+25%)
Value$1.2M (+$210.4K)
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares10,130 from 10,130
Change0 (0%)
Value$1.2M (-$39.5K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares10,088 from 10,053
Change+35 (+0%)
Value$1.2M (-$35.0K)
Filed 2026-10-28
First Citizens Bank & Trust Co
DECREASED
Shares9,915 from 9,916
Change-1 (0%)
Value$1.2M (-$38.8K)
Filed 2026-10-14
Integrity Alliance, Llc.
NEW
Shares9,598
Change+9,598
Value$1.1M
Filed 2026-10-29
Main Line Retirement Advisors, LLC
INCREASED
Shares9,415 from 9,344
Change+71 (+1%)
Value$1.1M (-$28.1K)
Filed 2026-10-14
Fulton Bank, N.A.
DECREASED
Shares9,185 from 9,585
Change-400 (-4%)
Value$1.1M (-$84.4K)
Filed 2026-10-14
Canoe Financial LP
DECREASED
Shares9,181 from 9,944
Change-763 (-8%)
Value$1.1M (-$127.2K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares9,094 from 9,498
Change-404 (-4%)
Value$1.1M (-$84.5K)
Filed 2026-11-06
CRA Financial Services, LLC
INCREASED
Shares8,862 from 8,819
Change+43 (+0%)
Value$1.0M (-$29.4K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares8,784 from 8,784
Change0 (0%)
Value$1.0M (-$34.3K)
Filed 2026-10-26
Evergreen Capital Management LLC
DECREASED
Shares8,535 from 8,746
Change-211 (-2%)
Value$1.0M (-$58.9K)
Filed 2026-10-23
Rockland Trust Co
UNCHANGED
Shares8,417 from 8,417
Change0 (0%)
Value$989.3K (-$32.8K)
Filed 2026-10-05
United Community Bank
DECREASED
Shares8,400 from 8,455
Change-55 (-1%)
Value$987.3K (-$39.4K)
Filed 2026-10-28
Candriam S.C.A.
UNCHANGED
Shares8,147 from 8,147
Change0 (0%)
Value$963.7K (-$25.6K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares8,111 from 7,854
Change+257 (+3%)
Value$953.3K (-$330)
Filed 2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$940.2K (-$32.1K)
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares7,959 from 7,876
Change+83 (+1%)
Value$935.4K (-$21.0K)
Filed 2026-11-03
Burney Co/
DECREASED
Shares7,876 from 8,070
Change-194 (-2%)
Value$925.7K (-$54.3K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
INCREASED
Shares7,858 from 7,624
Change+234 (+3%)
Value$923.6K (-$2.2K)
Filed 2026-10-27
Swiss RE LTD
INCREASED
Shares7,803 from 4,732
Change+3,071 (+65%)
Value$919.7K (+$344.6K)
Filed 2026-11-06
Pathway Financial Advisers, LLC
INCREASED
Shares7,780 from 7,748
Change+32 (+0%)
Value$914.4K (-$26.5K)
Filed 2026-10-27
Wolff Financial Management LLC
UNCHANGED
Shares7,771 from 7,771
Change0 (0%)
Value$913.3K (-$30.3K)
Filed 2026-10-23
Blue Capital, Inc.
NEW
Shares7,479
Change+7,479
Value$879.0K
Filed 2026-10-13
SkyOak Wealth, LLC
UNCHANGED
Shares7,398 from 7,398
Change0 (0%)
Value$869.5K (-$28.9K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares7,352 from 4,946
Change+2,406 (+49%)
Value$864.1K (+$263.5K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares7,200 from 6,554
Change+646 (+10%)
Value$846.2K (+$50.3K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares7,098 from 5,895
Change+1,203 (+20%)
Value$834.2K (+$118.4K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
DECREASED
Shares7,033 from 7,292
Change-259 (-4%)
Value$826.6K (-$58.9K)
Filed 2026-10-22
Old Port Advisors
UNCHANGED
Shares7,030 from 7,030
Change0 (0%)
Value$826.2K (-$27.4K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares7,029 from 6,679
Change+350 (+5%)
Value$826.2K (+$15.1K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares6,965 from 6,926
Change+39 (+1%)
Value$818.6K (-$22.4K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares6,938 from 3,463
Change+3,475 (+100%)
Value$815.4K (+$394.9K)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares6,831 from 6,640
Change+191 (+3%)
Value$803.4K (-$2.8K)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares6,719 from 6,661
Change+58 (+1%)
Value$789.7K (-$19.2K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares6,625 from 6,042
Change+583 (+10%)
Value$778.6K (+$44.9K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares6,522 from 6,942
Change-420 (-6%)
Value$766.5K (-$76.4K)
Filed 2026-11-04
Wasatch Advisors LP
INCREASED
Shares6,434 from 4,720
Change+1,714 (+36%)
Value$756.5K (+$183.2K)
Filed 2026-10-13
MQS Management LLC
INCREASED
Shares6,377 from 4,851
Change+1,526 (+31%)
Value$749.5K (+$160.4K)
Filed 2026-11-06
Greenfield Savings Bank
DECREASED
Shares6,335 from 6,440
Change-105 (-2%)
Value$744.6K (-$37.5K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
INCREASED
Shares6,320 from 5,942
Change+378 (+6%)
Value$787.5K (+$79.1K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares6,279 from 4,744
Change+1,535 (+32%)
Value$781.9K (+$205.7K)
Filed 2026-11-04
Financial & Tax Architects, LLC
INCREASED
Shares6,238 from 5,535
Change+703 (+13%)
Value$733.2K (+$61.0K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares6,157 from 6,140
Change+17 (+0%)
Value$723.6K (-$21.9K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares6,128 from 6,065
Change+63 (+1%)
Value$720.2K (-$16.2K)
Filed 2026-10-26
Cabot Wealth Management Inc
INCREASED
Shares6,048 from 6,032
Change+16 (+0%)
Value$710.8K (-$21.6K)
Filed 2026-11-05
Fisher Asset Management, LLC
NEW
Shares6,001
Change+6,001
Value$705.3K
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares5,997 from 5,811
Change+186 (+3%)
Value$704.8K (-$803)
Filed 2026-11-06
Aprio Wealth Management, LLC
INCREASED
Shares5,985 from 5,912
Change+73 (+1%)
Value$703.4K (-$14.5K)
Filed 2026-10-28
Natural Investments, LLC
DECREASED
Shares5,970 from 6,220
Change-250 (-4%)
Value$701.7K (-$53.3K)
Filed 2026-11-06
Boston Common Asset Management, LLC
INCREASED
Shares5,853 from 3,800
Change+2,053 (+54%)
Value$687.9K (+$226.5K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
DECREASED
Shares5,705 from 5,805
Change-100 (-2%)
Value$670.5K (-$34.4K)
Filed 2026-11-02
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares5,617 from 5,617
Change0 (0%)
Value$660.2K (-$21.9K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares5,575 from 5,643
Change-68 (-1%)
Value$655.2K (-$30.0K)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares5,563 from 5,533
Change+30 (+1%)
Value$653.8K (-$18.0K)
Filed 2026-10-30
Bennett Selby Investments LP
UNCHANGED
Shares5,474 from 5,474
Change0 (0%)
Value$643.4K (-$21.4K)
Filed 2026-10-19
Parsons Capital Management Inc
INCREASED
Shares5,318 from 4,278
Change+1,040 (+24%)
Value$625.0K (+$105.5K)
Filed 2026-10-28
Carnegie Lake Advisors LLC
DECREASED
Shares5,299 from 7,299
Change-2,000 (-27%)
Value$622.8K (-$263.5K)
Filed 2026-11-06
Fideuram Asset Management (Ireland) dac
DECREASED
Shares5,227 from 48,773
Change-43,546 (-89%)
Value$888.5K (-$7.3M)
Filed 2026-10-29
Asahi Life Asset Management Co., Ltd.
NEW
Shares5,207
Change+5,207
Value$613.7K
Filed 2026-11-06
Washington Trust Co
UNCHANGED
Shares5,170 from 5,170
Change0 (0%)
Value$607.6K (-$20.2K)
Filed 2026-10-22
Westover Capital Advisors, LLC
UNCHANGED
Shares5,140 from 5,140
Change0 (0%)
Value$604.1K (-$20.0K)
Filed 2026-10-26
Income Insurance Ltd
UNCHANGED
Shares5,135 from 5,135
Change0 (0%)
Value$605.2K (-$18.9K)
Filed 2026-10-21
Wright Investors Service Inc
INCREASED
Shares5,091 from 5,060
Change+31 (+1%)
Value$598.3K (-$16.1K)
Filed 2026-11-02
Indivisible Partners
NEW
Shares5,067
Change+5,067
Value$595.5K
Filed 2026-10-26
Next Level Private LLC
UNCHANGED
Shares5,023 from 5,023
Change0 (0%)
Value$590.4K (-$19.6K)
Filed 2026-10-20
BAR Harbor Wealth Management
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$574.7K (-$19.1K)
Filed 2026-10-21
Manske Wealth Management
DECREASED
Shares4,788 from 5,021
Change-233 (-5%)
Value$562.7K (-$47.0K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares4,742 from 4,741
Change+1 (+0%)
Value$557.3K (-$18.4K)
Filed 2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED
Shares4,690 from 4,941
Change-251 (-5%)
Value$551.2K (-$48.8K)
Filed 2026-10-26
Oslo Pensjonsforsikring AS
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$542.2K (-$16.8K)
Filed 2026-10-15
J. Safra Sarasin Holding AG
DECREASED
Shares4,576 from 10,375
Change-5,799 (-56%)
Value$426.0K (-$704.6K)
Filed 2026-10-26
Powers Advisory Group, LLC
UNCHANGED
Shares4,538 from 4,538
Change0 (0%)
Value$533.4K (-$17.7K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,508 from 3,823
Change+685 (+18%)
Value$529.8K (+$65.6K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$528.9K (-$17.6K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares4,442 from 4,380
Change+62 (+1%)
Value$532.1K (+$8.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,442 from 4,380
Change+62 (+1%)
Value$532.1K (+$8.0K)
Filed 2026-10-20
Cordatus Wealth Management LLC
INCREASED
Shares4,402 from 4,241
Change+161 (+4%)
Value$517.3K (+$2.4K)
Filed 2026-10-19
Boston Trust Walden Corp
DECREASED
Shares4,400 from 4,900
Change-500 (-10%)
Value$517.1K (-$77.9K)
Filed 2026-10-30
Carter Financial Group, Inc.
INCREASED
Shares4,384 from 3,993
Change+391 (+10%)
Value$515.2K (+$30.4K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,367 from 4,505
Change-138 (-3%)
Value$513.2K (-$33.8K)
Filed 2026-11-03
Aspiriant, LLC
INCREASED
Shares4,343 from 4,240
Change+103 (+2%)
Value$510.4K (-$4.4K)
Filed 2026-10-16
Riversedge Advisors, LLC
INCREASED
Shares4,319 from 4,066
Change+253 (+6%)
Value$507.6K (+$13.9K)
Filed 2026-10-09
Simplicity Wealth,LLC
INCREASED
Shares4,236 from 4,124
Change+112 (+3%)
Value$497.9K (-$2.9K)
Filed 2026-10-23
Avanza Fonder AB
UNCHANGED
Shares4,117 from 4,117
Change0 (0%)
Value$688.9K (-$21.0K)
Filed 2026-10-13
Alhambra Investment Management LLC
UNCHANGED
Shares4,101 from 4,101
Change0 (0%)
Value$482.0K (-$16.0K)
Filed 2026-10-15
Cromwell Holdings LLC
UNCHANGED
Shares4,091 from 4,091
Change0 (0%)
Value$480.8K (-$16.0K)
Filed 2026-10-28
Five Oceans Advisors
UNCHANGED
Shares4,091 from 4,091
Change0 (0%)
Value$480.8K (-$16.0K)
Filed 2026-10-22
Independence Financial Advisors, LLC
UNCHANGED
Shares4,046 from 4,046
Change0 (0%)
Value$475.5K (-$15.8K)
Filed 2026-10-08
Grey Ledge Advisors, LLC
DECREASED
Shares4,019 from 4,239
Change-220 (-5%)
Value$472.4K (-$42.4K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares4,018 from 3,458
Change+560 (+16%)
Value$472.2K (+$52.3K)
Filed 2026-10-15
Coastline Trust Co
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$470.1K (-$15.6K)
Filed 2026-10-01
Citizens Financial Group Inc
DECREASED
Shares3,954 from 4,455
Change-501 (-11%)
Value$464.8K (-$76.3K)
Filed 2026-10-23
Columbia Asset Management
DECREASED
Shares3,940 from 4,135
Change-195 (-5%)
Value$463.1K (-$39.0K)
Filed 2026-10-19
Brucke Financial, Inc.
INCREASED
Shares3,881 from 3,555
Change+326 (+9%)
Value$456.1K (+$24.5K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
INCREASED
Shares3,856 from 3,539
Change+317 (+9%)
Value$453.2K (+$23.5K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares3,795 from 4,189
Change-394 (-9%)
Value$446.1K (-$62.6K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,762 from 3,762
Change0 (0%)
Value$442.1K (-$14.7K)
Filed 2026-10-23
Plancorp, LLC
NEW
Shares3,729
Change+3,729
Value$464.3K
Filed 2026-11-03
Cypress Capital Group
DECREASED
Shares3,726 from 3,946
Change-220 (-6%)
Value$437.9K (-$41.2K)
Filed 2026-11-03
Bath Savings Trust Co
DECREASED
Shares3,710 from 3,810
Change-100 (-3%)
Value$436.0K (-$26.6K)
Filed 2026-10-07
MFA Wealth Services
INCREASED
Shares3,631 from 3,628
Change+3 (+0%)
Value$426.7K (-$13.8K)
Filed 2026-10-14
Adirondack Trust Co
UNCHANGED
Shares3,562 from 3,562
Change0 (0%)
Value$418.6K (-$13.9K)
Filed 2026-10-14
Yousif Capital Management, LLC
INCREASED
Shares3,529 from 3,085
Change+444 (+14%)
Value$414.8K (+$40.2K)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares3,490 from 3,877
Change-387 (-10%)
Value$411.3K (-$59.9K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
INCREASED
Shares3,451 from 2,944
Change+507 (+17%)
Value$405.6K (+$48.1K)
Filed 2026-10-13
180 Wealth Advisors, LLC
DECREASED
Shares3,434 from 3,509
Change-75 (-2%)
Value$403.6K (-$22.5K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED
Shares3,417 from 3,417
Change0 (0%)
Value$401.6K (-$13.3K)
Filed 2026-11-03
Westco Advisory Services Inc
INCREASED
Shares3,407 from 1,952
Change+1,455 (+75%)
Value$400.4K (+$163.4K)
Filed 2026-10-14
Kelleher Financial Advisors
INCREASED
Shares3,402 from 3,398
Change+4 (+0%)
Value$399.9K (-$12.7K)
Filed 2026-10-30
Covenant Asset Management, LLC
DECREASED
Shares3,400 from 3,717
Change-317 (-9%)
Value$399.6K (-$51.8K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares3,387
Change+3,387
Value$398.1K
Filed 2026-10-21
55 North Private Wealth, LLC
INCREASED
Shares3,374 from 3,182
Change+192 (+6%)
Value$396.5K (+$10.2K)
Filed 2026-10-20
Old North State Wealth Management, LLC
DECREASED
Shares3,372 from 3,593
Change-221 (-6%)
Value$396.3K (-$40.1K)
Filed 2026-10-22
Florida Trust Wealth Management Co
INCREASED
Shares3,320 from 2,919
Change+401 (+14%)
Value$390.2K (+$35.7K)
Filed 2026-11-05
Harbor Group, Inc.
INCREASED
Shares3,277 from 3,152
Change+125 (+4%)
Value$385.1K (+$2.4K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares3,257 from 3,252
Change+5 (+0%)
Value$382.8K (-$12.1K)
Filed 2026-10-22
Wealth Effects LLC
DECREASED
Shares3,208 from 3,258
Change-50 (-2%)
Value$377.0K (-$18.6K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED
Shares3,204 from 3,319
Change-115 (-3%)
Value$376.6K (-$26.5K)
Filed 2026-10-05
GAM Holding AG
DECREASED
Shares3,200 from 3,400
Change-200 (-6%)
Value$377.1K (-$36.1K)
Filed 2026-11-03
Veratis Advisors, Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$376.1K (-$12.5K)
Filed 2026-11-03
Canopy Partners, LLC
INCREASED
Shares3,190 from 2,732
Change+458 (+17%)
Value$374.9K (+$43.2K)
Filed 2026-10-28
Smithbridge Asset Management Inc
UNCHANGED
Shares3,148 from 3,148
Change0 (0%)
Value$370.0K (-$12.3K)
Filed 2026-10-19
Williams Financial, LLC
UNCHANGED
Shares3,146 from 3,146
Change0 (0%)
Value$369.7K (-$12.3K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares3,145 from 3,094
Change+51 (+2%)
Value$369.6K (-$6.0K)
Filed 2026-11-03
Burns J W & Co Inc
DECREASED
Shares3,136 from 3,331
Change-195 (-6%)
Value$368.6K (-$35.9K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares3,110 from 3,048
Change+62 (+2%)
Value$365.5K (+$81.1K)
Filed 2026-10-13
Means Investment Co., Inc.
DECREASED
Shares3,042 from 3,114
Change-72 (-2%)
Value$357.5K (-$20.7K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares3,023 from 2,964
Change+59 (+2%)
Value$344.2K (-$15.7K)
Filed 2026-10-08
Successful Portfolios LLC
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$353.0K (-$10.1K)
Filed 2026-10-09
HBK Sorce Advisory LLC
DECREASED
Shares3,001 from 3,037
Change-36 (-1%)
Value$369.4K (+$1.5K)
Filed 2026-11-06
Bank of New Hampshire
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$352.1K (-$11.7K)
Filed 2026-10-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,963 from 2,963
Change0 (0%)
Value$348.2K (-$11.6K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares2,954 from 2,967
Change-13 (0%)
Value$347.2K (-$13.0K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$339.7K (-$11.3K)
Filed 2026-10-21
Eastern Bank
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$329.2K (-$10.9K)
Filed 2026-10-05
Birch Financial Group, LLC
DECREASED
Shares2,799 from 2,831
Change-32 (-1%)
Value$329.0K (-$14.8K)
Filed 2026-10-27
Old National Bancorp
INCREASED
Shares2,751 from 2,750
Change+1 (+0%)
Value$323.3K (-$10.6K)
Filed 2026-10-20
Firestone Capital Management
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$322.0K (-$10.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares2,724 from 2,604
Change+120 (+5%)
Value$320.2K (+$4.0K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares2,720 from 3,443
Change-723 (-21%)
Value$319.7K (-$98.3K)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,720 from 2,622
Change+98 (+4%)
Value$319.7K (+$1.3K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares2,707 from 2,647
Change+60 (+2%)
Value$318.2K (-$3.3K)
Filed 2026-10-07
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$317.0K (-$11.7K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
NEW
Shares2,699
Change+2,699
Value$317.2K
Filed 2026-10-13
Braun-Bostich & Associates Inc.
DECREASED
Shares2,698 from 2,791
Change-93 (-3%)
Value$317.1K (-$21.8K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares2,692 from 2,551
Change+141 (+6%)
Value$316.4K (+$6.6K)
Filed 2026-11-03
Apollon Financial, LLC
NEW
Shares2,687
Change+2,687
Value$315.8K
Filed 2026-10-23
Arrow Financial Corp
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$313.6K (-$10.4K)
Filed 2026-10-26
Pines Wealth Management, LLC
DECREASED
Shares2,656 from 2,860
Change-204 (-7%)
Value$312.2K (-$35.1K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
INCREASED
Shares2,651 from 2,282
Change+369 (+16%)
Value$311.6K (+$34.5K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
UNCHANGED
Shares2,641 from 2,641
Change0 (0%)
Value$310.4K (-$10.3K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares2,640 from 1,934
Change+706 (+37%)
Value$310.3K (+$75.4K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares2,624 from 2,582
Change+42 (+2%)
Value$309.5K (-$1.7K)
Filed 2026-10-20
ARQ Wealth Advisors, LLC
INCREASED
Shares2,591 from 2,578
Change+13 (+1%)
Value$304.5K (-$8.2K)
Filed 2026-10-29
Puff Wealth Management, LLC
DECREASED
Shares2,580 from 2,680
Change-100 (-4%)
Value$303.2K (-$22.2K)
Filed 2026-10-07
YHB Investment Advisors, Inc.
DECREASED
Shares2,576 from 2,578
Change-2 (0%)
Value$302.8K (-$10.3K)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares2,566 from 1,958
Change+608 (+31%)
Value$301.6K (+$63.7K)
Filed 2026-11-04
Continuum Wealth Advisors, LLC
INCREASED
Shares2,552 from 1,884
Change+668 (+35%)
Value$299.9K (+$71.2K)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$293.8K (-$11.8K)
Filed 2026-10-09
Claro Advisors Inc.
DECREASED
Shares2,492 from 2,531
Change-39 (-2%)
Value$292.8K (-$14.5K)
Filed 2026-11-02
KCM Investment Advisors LLC
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$284.9K (-$9.5K)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares2,411 from 2,511
Change-100 (-4%)
Value$283.4K (-$21.5K)
Filed 2026-10-30
Massachusetts Wealth Management
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$283.2K (-$9.4K)
Filed 2026-10-21
Lester Murray Antman dba SimplyRich
NEW
Shares2,400
Change+2,400
Value$282.1K
Filed 2026-11-06
Family Capital Management, Inc.
INCREASED
Shares2,396 from 2,356
Change+40 (+2%)
Value$281.6K (-$4.5K)
Filed 2026-11-03
Clearstead Trust, LLC
DECREASED
Shares2,385 from 2,396
Change-11 (0%)
Value$280.3K (-$10.6K)
Filed 2026-11-06
Innova Wealth Partners
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$276.9K (-$9.2K)
Filed 2026-10-21
Jeppson Wealth Management, LLC
UNCHANGED
Shares2,349 from 2,349
Change0 (0%)
Value$276.1K (-$9.2K)
Filed 2026-10-20
Key FInancial Inc
DECREASED
Shares2,315 from 2,341
Change-26 (-1%)
Value$272.1K (-$12.2K)
Filed 2026-11-02
Mattern Capital Management, LLC
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$271.3K (-$9.0K)
Filed 2026-11-02
Brown Shipley& Co Ltd
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$271.1K (-$8.5K)
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$270.3K (-$9.0K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares2,299 from 2,127
Change+172 (+8%)
Value$270.2K (+$11.9K)
Filed 2026-10-08
Argos Wealth Advisors, LLC
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$268.2K (-$8.9K)
Filed 2026-11-02
Rothwell Investment Advisors, LLC
NEW
Shares2,271
Change+2,271
Value$267.0K
Filed 2026-11-06
Turn8 Private Wealth Inc.
INCREASED
Shares2,258 from 2,237
Change+21 (+1%)
Value$265.5K (-$6.0K)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares2,250 from 2,245
Change+5 (+0%)
Value$264.4K (-$8.2K)
Filed 2026-11-03
Xponance LLC
NEW
Shares2,248
Change+2,248
Value$264.2K
Filed 2026-11-03
AlphaCentric Advisors LLC
INCREASED
Shares2,240 from 2,062
Change+178 (+9%)
Value$263.3K (+$12.9K)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares2,204 from 2,002
Change+202 (+10%)
Value$259.0K (+$15.9K)
Filed 2026-10-22
Genesee Capital Advisors, LLC
NEW
Shares2,161
Change+2,161
Value$253.9K
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares2,156 from 2,148
Change+8 (+0%)
Value$253.4K (-$7.4K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares2,100 from 1,870
Change+230 (+12%)
Value$246.8K (+$19.7K)
Filed 2026-11-04
CX Institutional
DECREASED
Shares2,097 from 2,138
Change-41 (-2%)
Value$246 (-$14)
Filed 2026-10-02
Aviance Capital Partners, LLC
UNCHANGED
Shares2,088 from 2,088
Change0 (0%)
Value$245.4K (-$8.1K)
Filed 2026-10-29
Mawer Investment Management Ltd.
UNCHANGED
Shares2,081 from 2,081
Change0 (0%)
Value$244.6K (-$8.1K)
Filed 2026-11-06
Rose Capital Advisors LLC
NEW
Shares2,080
Change+2,080
Value$244.5K
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares2,063 from 2,043
Change+20 (+1%)
Value$242 (-$247.8K)
Filed 2026-10-22
Triad Wealth Partners, LLC
INCREASED
Shares2,059 from 1,747
Change+312 (+18%)
Value$242.0K (+$30.3K)
Filed 2026-10-26
LVW Advisors, LLC
NEW
Shares2,056
Change+2,056
Value$241.6K
Filed 2026-10-19
World Equity Group, Inc.
NEW
Shares2,014
Change+2,014
Value$236.7K
Filed 2026-10-14
Costello Asset Management, Inc
DECREASED
Shares2,000 from 2,100
Change-100 (-5%)
Value$235.1K (-$19.9K)
Filed 2026-10-30
Foster Group, Inc.
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$231.4K (-$7.7K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
INCREASED
Shares1,916 from 1,899
Change+17 (+1%)
Value$225.2K (-$5.4K)
Filed 2026-11-06
Ellis Investment Partners, LLC
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$225.2K (-$7.5K)
Filed 2026-10-21
Procyon Advisors, LLC
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$224.8K (-$7.5K)
Filed 2026-10-21
Sunpointe, LLC
INCREASED
Shares1,900 from 1,800
Change+100 (+6%)
Value$223.3K (+$4.7K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,899 from 1,816
Change+83 (+5%)
Value$223.2K (+$2.7K)
Filed 2026-10-08
Forbes J M & Co LLP
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$223.2K (-$7.4K)
Filed 2026-10-16
Breakwater Capital Group
DECREASED
Shares1,882 from 1,943
Change-61 (-3%)
Value$221.2K (-$14.8K)
Filed 2026-10-09
Burns Matteson Capital Management, LLC
DECREASED
Shares1,873 from 1,878
Change-5 (0%)
Value$220.1K (-$7.9K)
Filed 2026-10-16
Choreo, LLC
NEW
Shares1,872
Change+1,872
Value$220.0K
Filed 2026-10-28
Sensenig Capital Advisors, Inc
DECREASED
Shares1,857 from 2,153
Change-296 (-14%)
Value$218.3K (-$43.2K)
Filed 2026-10-23
Reflection Asset Management
DECREASED
Shares1,823 from 1,832
Change-9 (0%)
Value$214.3K (-$8.2K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$212.7K (-$7.1K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares1,803 from 1,851
Change-48 (-3%)
Value$211.9K (-$13.0K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares1,781 from 1,310
Change+471 (+36%)
Value$209.3K (+$50.2K)
Filed 2026-11-04
Rossmore Private Capital
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$207.4K (-$6.9K)
Filed 2026-10-27
Hardin Capital Partners, LLC
UNCHANGED
Shares1,762 from 1,762
Change0 (0%)
Value$207.1K (-$6.6K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
NEW
Shares1,754
Change+1,754
Value$204.7K
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares1,752 from 1,802
Change-50 (-3%)
Value$205.9K (-$12.9K)
Filed 2026-10-15
RBA Wealth Management, LLC
NEW
Shares1,730
Change+1,730
Value$203.3K
Filed 2026-10-28
Sava Infond d.o.o.
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$197.0K (-$5.3K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares1,492 from 1,164
Change+328 (+28%)
Value$175.4K (+$34.0K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares1,454 from 954
Change+500 (+52%)
Value$170.9K (+$55.0K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,427 from 1,577
Change-150 (-10%)
Value$167.7K (-$23.8K)
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,427 from 1,426
Change+1 (+0%)
Value$167.7K (-$5.4K)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares1,401 from 1,481
Change-80 (-5%)
Value$164.7K (-$15.2K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
DECREASED
Shares1,351 from 1,489
Change-138 (-9%)
Value$158.8K (-$22.0K)
Filed 2026-10-05
Asset Planning,Inc
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$158.7K (-$5.3K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares1,308 from 1,414
Change-106 (-7%)
Value$153.7K (-$18.0K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares1,279 from 1,230
Change+49 (+4%)
Value$150.4K (+$988)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,228
Change+1,228
Value$144.3K
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$141.0K (-$4.7K)
Filed 2026-10-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$118.8K (-$525)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$131.4K (-$4.4K)
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$131.0K (-$4.3K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares1,100
Change+1,100
Value$129.3K
Filed 2026-10-29
John Boyer, Inc.
NEW
Shares1,004
Change+1,004
Value$118.0K
Filed 2026-10-27
Bangor Savings Bank
DECREASED
Shares992 from 1,654
Change-662 (-40%)
Value$116.6K (-$84.3K)
Filed 2026-10-06
Triumph Capital Management
INCREASED
Shares973 from 969
Change+4 (+0%)
Value$114.4K (-$3.3K)
Filed 2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$109.8K (-$3.6K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$103.7K (-$3.4K)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$101.0K (-$3.3K)
Filed 2026-10-06
Rossby Financial, LCC
INCREASED
Shares856 from 749
Change+107 (+14%)
Value$100.6K (+$9.6K)
Filed 2026-11-05
Trust Co
DECREASED
Shares840 from 1,000
Change-160 (-16%)
Value$98.7K (-$22.7K)
Filed 2026-10-09
Hilltop National Bank
DECREASED
Shares824 from 2,027
Change-1,203 (-59%)
Value$96.8K (-$149.3K)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$94.1K (-$3.1K)
Filed 2026-10-28
Citizens National Bank Trust Department
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$94.0K (-$3.1K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares741 from 568
Change+173 (+30%)
Value$87.1K (+$18.1K)
Filed 2026-11-03
Richardson Financial Services Inc.
DECREASED
Shares719 from 927
Change-208 (-22%)
Value$84.5K (-$28.1K)
Filed 2026-10-30
Bullock Wealth Management Group
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$82.3K (-$3.2K)
Filed 2026-10-09
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$79.3K (-$2.6K)
Filed 2026-10-28
KFG LLC
NEW
Shares612
Change+612
Value$71.9K
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED
Shares609 from 601
Change+8 (+1%)
Value$71.6K (-$1.4K)
Filed 2026-11-02
NBH Bank
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$71.1K (-$2.4K)
Filed 2026-11-05
Hickory Point Bank & Trust
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$70.5K (-$2.3K)
Filed 2026-10-01
MB, Levis & Associates, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$70.5K (-$2.3K)
Filed 2026-10-16
SBI Securities Co., Ltd.
DECREASED
Shares595 from 629
Change-34 (-5%)
Value$69.9K (-$6.4K)
Filed 2026-10-22
True Wealth Design, LLC
INCREASED
Shares584 from 549
Change+35 (+6%)
Value$68.6K (+$2.0K)
Filed 2026-10-13
Entrust Financial LLC
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$68.7K (-$2.3K)
Filed 2026-11-04
Bayforest Capital Ltd
INCREASED
Shares577 from 469
Change+108 (+23%)
Value$67.8K (+$10.9K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
DECREASED
Shares550 from 650
Change-100 (-15%)
Value$64.6K (-$14.3K)
Filed 2026-10-09
Caldwell Trust Co
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$60.5K (-$2.0K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$58.8K (-$2.0K)
Filed 2026-10-29
First Financial Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$58.8K (-$2.0K)
Filed 2026-10-13
Toth Financial Advisory Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$58.8K (-$2.0K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares498 from 3,971
Change-3,473 (-87%)
Value$58.5K (-$423.7K)
Filed 2026-10-15
Investors Research Corp
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$58.5K (-$1.9K)
Filed 2026-10-07
Nfsg Corp
INCREASED
Shares497 from 495
Change+2 (+0%)
Value$58.4K (-$1.7K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
DECREASED
Shares433 from 619
Change-186 (-30%)
Value$50.9K (-$24.3K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$49.8K (-$1.7K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$48.4K (-$1.6K)
Filed 2026-10-14
Addison Advisors LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$47.0K (-$1.6K)
Filed 2026-11-06
First Premier Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$47 (-$2)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares383 from 305
Change+78 (+26%)
Value$45.0K (+$8.0K)
Filed 2026-10-20
Compass Wealth Management LLC
NEW
Shares350
Change+350
Value$41.1K
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
NEW
Shares345
Change+345
Value$40.5K
Filed 2026-10-16
Financial Management Professionals, Inc.
INCREASED
Shares322 from 261
Change+61 (+23%)
Value$37.8K (+$6.2K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares300
Change+300
Value$35.3K
Filed 2026-11-02
Bayban
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$36.4K ($0)
Filed 2026-11-05
Maseco LLP
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$33.9K (-$1.1K)
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$32.9K (-$1.1K)
Filed 2026-10-08
Axxion S.A.
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$31.8K (-$991)
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$31.6K (-$1.0K)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$31.0K (-$1.0K)
Filed 2026-11-06
Piscataqua Savings Bank
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$30.9K (-$1.0K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$30.8K (-$1.0K)
Filed 2026-10-13
Community Bank, N.A.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$29.4K (-$975)
Filed 2026-11-06
Valley National Advisers Inc
DECREASED
Shares249 from 250
Change-1 (0%)
Value$29.3K (-$1.1K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares242 from 238
Change+4 (+2%)
Value$28.4K (-$458)
Filed 2026-10-20
Highline Wealth Partners LLC
INCREASED
Shares238 from 170
Change+68 (+40%)
Value$28.0K (+$7.3K)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$28.0K (-$928)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$27.7K (-$835)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$26.4K (-$878)
Filed 2026-10-07
MTM Investment Management, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$25.6K (-$850)
Filed 2026-10-30
Bell Investment Advisors, Inc
DECREASED
Shares186 from 245
Change-59 (-24%)
Value$21.9K (-$7.9K)
Filed 2026-10-29
Quaker Wealth Management, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$21.4K (-$710)
Filed 2026-10-22
Coston, McIsaac & Partners
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$20.9K (+$20.9K)
Filed 2026-11-06
Hartford Financial Management Inc.
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$20.7K (-$686)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$20.6K (-$683)
Filed 2026-10-16
Retirement Wealth Solutions LLC
NEW
Shares167
Change+167
Value$19.6K
Filed 2026-10-07
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$18.5K (-$613)
Filed 2026-10-16
City State Bank
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$18.0K (-$597)
Filed 2026-10-20
Financial Consulate, Inc
INCREASED
Shares145 from 102
Change+43 (+42%)
Value$17.0K (+$4.7K)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$16.9K (-$562)
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares141
Change+141
Value$16.1K
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$16.6K (-$550)
Filed 2026-10-23
Essential Partners LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$15.9K (-$526)
Filed 2026-10-14
Signature Equity Partners, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$15.6K (-$478)
Filed 2026-10-29
Parkside Financial Bank & Trust
DECREASED
Shares117 from 220
Change-103 (-47%)
Value$13.8K (-$13.0K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$13.4K (-$445)
Filed 2026-10-07
MV Capital Management, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$11.3K (-$375)
Filed 2026-10-29
Tobam
DECREASED
Shares92 from 177
Change-85 (-48%)
Value$15 (-$16)
Filed 2026-11-03
Fortis Group Advisors, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.6K (-$320)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares78
Change+78
Value$9.2K
Filed 2026-10-30
Gamma Investing LLC
NEW
Shares77
Change+77
Value$9.1K
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$8.8K (-$293)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$8.2K (-$273)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares66 from 541
Change-475 (-88%)
Value$7.8K (-$57.9K)
Filed 2026-10-15
Holos Integrated Wealth LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$6.4K (-$73)
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$6.2K (-$162)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
DECREASED
Shares51 from 3,553
Change-3,502 (-99%)
Value$6.0K (-$425.4K)
Filed 2026-10-29
Community Financial Services Group, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.9K (-$232)
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.9K (-$195)
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$5.5K (-$183)
Filed 2026-10-21
Creative Capital Management Investments LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.8K (-$160)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
INCREASED
Shares40 from 29
Change+11 (+38%)
Value$4.7K (+$1.2K)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.7K (-$156)
Filed 2026-10-13
RMG Wealth Management LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$4.9K (+$81)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.2K (-$140)
Filed 2026-11-05
Zions Bancorporation, National Association
DECREASED
Shares34 from 70
Change-36 (-51%)
Value$4.0K (-$4.5K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.9K (-$129)
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
NEW
Shares27
Change+27
Value$3.2K
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares24 from 15
Change+9 (+60%)
Value$2.8K (+$1.0K)
Filed 2026-11-04
Breakwater Investment Management
NEW
Shares22
Change+22
Value$2.6K
Filed 2026-10-20
First Command Advisory Services, Inc.
DECREASED
Shares17 from 23
Change-6 (-26%)
Value$2.0K (-$795)
Filed 2026-11-05
Main Street Group, LTD
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.6K (-$55)
Filed 2026-10-28
Downshift Financial, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (-$47)
Filed 2026-10-13
WPG Advisers, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.4K (-$47)
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$1.2K (+$568)
Filed 2026-10-14
Country Trust Bank
NEW
Shares9
Change+9
Value$1.1K
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$940 (-$31)
Filed 2026-10-01
Elyxium Wealth, LLC
NEW
Shares7
Change+7
Value$827
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$353 (-$11)
Filed 2026-10-28
Atwood & Palmer Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$236 (-$7)
Filed 2026-10-08
Burkett Financial Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$235 (-$7)
Filed 2026-10-01
Jcic Asset Management Inc.
CLOSED
Shares0 from 86,674
Change-86,674 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-30
Triglav Investments, D.O.O.
CLOSED
Shares0 from 79,000
Change-79,000 (-100%)
Value$0 (-$13.6M)
Filed 2026-11-06
Auto-Owners Insurance Co
CLOSED
Shares0 from 42,096
Change-42,096 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-15
Sustainable Insight Capital Management, LLC
CLOSED
Shares0 from 21,052
Change-21,052 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-06
Kepler Cheuvreux (Suisse) SA
CLOSED
Shares0 from 9,178
Change-9,178 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-20
FNY Investment Advisers, LLC
CLOSED
Shares0 from 8,600
Change-8,600 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-16
Davenport & Co LLC
CLOSED
Shares0 from 4,769
Change-4,769 (-100%)
Value$0 (-$579.1K)
Filed 2026-10-14
Summit Global Investments
CLOSED
Shares0 from 3,814
Change-3,814 (-100%)
Value$0 (-$463.0K)
Filed 2026-10-28
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 2,281
Change-2,281 (-100%)
Value$0 (-$277.0K)
Filed 2026-10-09
Sepio Capital, LP
CLOSED
Shares0 from 2,222
Change-2,222 (-100%)
Value$0 (-$269.8K)
Filed 2026-10-22
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$234.6K)
Filed 2026-10-21
Bluesphere Advisors LLC
CLOSED
Shares0 from 1,680
Change-1,680 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-19
Excalibur Management Corp
CLOSED
Shares0 from 1,668
Change-1,668 (-100%)
Value$0 (-$202.5K)
Filed 2026-11-02
Sterling Capital Management LLC
CLOSED
Shares0 from 1,190
Change-1,190 (-100%)
Value$0 (-$144.5K)
Filed 2026-10-22
First Horizon Corp
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$60.7K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 443
Change-443 (-100%)
Value$0 (-$53.7K)
Filed 2026-10-16
NBT Bank, N.A.
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$34.5K)
Filed 2026-10-21
Wellington Grp LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$21.1K)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-23
Cullen T Bankers, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-28
Royal Bank of Canada
N/A
Shares— from 106,815,681
Change-106,815,681 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 62,731,681
Change-62,731,681 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 50,840,223
Change-50,840,223 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 36,191,962
Change-36,191,962 (-100%)
Value—
FIL Ltd
N/A
Shares— from 30,466,572
Change-30,466,572 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 28,083,509
Change-28,083,509 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 27,343,546
Change-27,343,546 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 25,526,617
Change-25,526,617 (-100%)
Value—
Norges Bank
N/A
Shares— from 20,021,693
Change-20,021,693 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 16,944,405
Change-16,944,405 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 14,821,204
Change-14,821,204 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,842,706
Change-12,842,706 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 12,683,729
Change-12,683,729 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 11,947,977
Change-11,947,977 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 11,854,139
Change-11,854,139 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 11,159,532
Change-11,159,532 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 10,284,968
Change-10,284,968 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,259,435
Change-10,259,435 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 10,216,647
Change-10,216,647 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,130,249
Change-10,130,249 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,180,040
Change-8,180,040 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,663,475
Change-7,663,475 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,204,062
Change-6,204,062 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 5,667,809
Change-5,667,809 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 5,234,126
Change-5,234,126 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,099,275
Change-5,099,275 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,642,131
Change-4,642,131 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 4,578,596
Change-4,578,596 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,485,484
Change-4,485,484 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,007,209
Change-4,007,209 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,777,066
Change-3,777,066 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,461,167
Change-3,461,167 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 3,445,718
Change-3,445,718 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 3,309,223
Change-3,309,223 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 3,219,104
Change-3,219,104 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,995,594
Change-2,995,594 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 2,957,960
Change-2,957,960 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,802,720
Change-2,802,720 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,698,321
Change-2,698,321 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 2,364,122
Change-2,364,122 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,916,241
Change-1,916,241 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,746,571
Change-1,746,571 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,731,101
Change-1,731,101 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 1,608,236
Change-1,608,236 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,602,333
Change-1,602,333 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,591,641
Change-1,591,641 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,514,831
Change-1,514,831 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,469,611
Change-1,469,611 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,449,472
Change-1,449,472 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,317,944
Change-1,317,944 (-100%)
Value—
Scheer, Rowlett & Associates Investment Management Ltd.
N/A
Shares— from 1,310,657
Change-1,310,657 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,248,989
Change-1,248,989 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 1,237,833
Change-1,237,833 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,203,747
Change-1,203,747 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,169,642
Change-1,169,642 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,168,490
Change-1,168,490 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,122,074
Change-1,122,074 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,098,647
Change-1,098,647 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,089,503
Change-1,089,503 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,034,827
Change-1,034,827 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 1,019,172
Change-1,019,172 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 977,740
Change-977,740 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 954,371
Change-954,371 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 944,156
Change-944,156 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 859,024
Change-859,024 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 841,705
Change-841,705 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 841,636
Change-841,636 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 815,280
Change-815,280 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 807,758
Change-807,758 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 790,542
Change-790,542 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 762,326
Change-762,326 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 719,332
Change-719,332 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 697,891
Change-697,891 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 652,990
Change-652,990 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 629,309
Change-629,309 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 620,742
Change-620,742 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 612,995
Change-612,995 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 593,563
Change-593,563 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 568,793
Change-568,793 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 561,552
Change-561,552 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 556,764
Change-556,764 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 550,563
Change-550,563 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 534,025
Change-534,025 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 531,022
Change-531,022 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 529,495
Change-529,495 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 526,435
Change-526,435 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 516,187
Change-516,187 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 504,709
Change-504,709 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 415,292
Change-415,292 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 413,528
Change-413,528 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 408,112
Change-408,112 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 390,811
Change-390,811 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 388,202
Change-388,202 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 378,756
Change-378,756 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 368,903
Change-368,903 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 345,658
Change-345,658 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 324,641
Change-324,641 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 322,910
Change-322,910 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 299,998
Change-299,998 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 286,585
Change-286,585 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 270,579
Change-270,579 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 252,025
Change-252,025 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 246,256
Change-246,256 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 236,780
Change-236,780 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 217,667
Change-217,667 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 215,477
Change-215,477 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 214,982
Change-214,982 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 213,758
Change-213,758 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 202,900
Change-202,900 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 192,611
Change-192,611 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 186,700
Change-186,700 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 183,802
Change-183,802 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 182,119
Change-182,119 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 178,265
Change-178,265 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 166,849
Change-166,849 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 156,280
Change-156,280 (-100%)
Value—
Man Group plc
N/A
Shares— from 136,115
Change-136,115 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 135,205
Change-135,205 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 128,869
Change-128,869 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 124,169
Change-124,169 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 122,827
Change-122,827 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 115,810
Change-115,810 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 111,100
Change-111,100 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 108,054
Change-108,054 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 97,731
Change-97,731 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 97,238
Change-97,238 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 95,261
Change-95,261 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 93,485
Change-93,485 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 85,740
Change-85,740 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 83,700
Change-83,700 (-100%)
Value—
Capital World Investors
N/A
Shares— from 82,501
Change-82,501 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 73,350
Change-73,350 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 70,814
Change-70,814 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 70,456
Change-70,456 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 70,292
Change-70,292 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 66,971
Change-66,971 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 64,413
Change-64,413 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 62,432
Change-62,432 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 60,453
Change-60,453 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 60,071
Change-60,071 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 59,372
Change-59,372 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 58,079
Change-58,079 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 57,696
Change-57,696 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 56,476
Change-56,476 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 52,374
Change-52,374 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 50,193
Change-50,193 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 48,237
Change-48,237 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 48,148
Change-48,148 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 46,754
Change-46,754 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 43,566
Change-43,566 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 43,078
Change-43,078 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,748
Change-40,748 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 39,332
Change-39,332 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,211
Change-39,211 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 38,946
Change-38,946 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 35,300
Change-35,300 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,789
Change-34,789 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 33,989
Change-33,989 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 30,814
Change-30,814 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 30,351
Change-30,351 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 29,802
Change-29,802 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 29,443
Change-29,443 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 28,710
Change-28,710 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 28,467
Change-28,467 (-100%)
Value—
&partners
N/A
Shares— from 28,164
Change-28,164 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 27,942
Change-27,942 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 27,721
Change-27,721 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 26,340
Change-26,340 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 26,328
Change-26,328 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 25,941
Change-25,941 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 25,660
Change-25,660 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,541
Change-25,541 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 24,835
Change-24,835 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 24,815
Change-24,815 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,038
Change-24,038 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 23,657
Change-23,657 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 23,632
Change-23,632 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 23,553
Change-23,553 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Park Circle Co
N/A
Shares— from 23,300
Change-23,300 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,041
Change-23,041 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 22,932
Change-22,932 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 22,810
Change-22,810 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 22,765
Change-22,765 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 21,931
Change-21,931 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 21,674
Change-21,674 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 21,257
Change-21,257 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,893
Change-20,893 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,326
Change-20,326 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 19,737
Change-19,737 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
Prudential PLC
N/A
Shares— from 18,567
Change-18,567 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 18,158
Change-18,158 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 16,745
Change-16,745 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 15,901
Change-15,901 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,783
Change-15,783 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 15,781
Change-15,781 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,729
Change-15,729 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 15,592
Change-15,592 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,172
Change-15,172 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 14,680
Change-14,680 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,593
Change-14,593 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 12,948
Change-12,948 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,756
Change-12,756 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 12,733
Change-12,733 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,599
Change-12,599 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 12,438
Change-12,438 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 11,776
Change-11,776 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,284
Change-11,284 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 11,223
Change-11,223 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 10,883
Change-10,883 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 10,343
Change-10,343 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,316
Change-9,316 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 9,075
Change-9,075 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 8,727
Change-8,727 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 8,449
Change-8,449 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 7,962
Change-7,962 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7,749
Change-7,749 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
Allianz SE
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,415
Change-7,415 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,269
Change-7,269 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 714
Change-714 (-100%)
Value—
CNB Bank
N/A
Shares— from 690
Change-690 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Corient IA LP
N/A
Shares— from 640
Change-640 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 624
Change-624 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 515
Change-515 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 496
Change-496 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 486
Change-486 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 419
Change-419 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 376
Change-376 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 317
Change-317 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 259
Change-259 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 259
Change-259 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 200
Change-200 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 47
Change-47 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46
Change-46 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 35
Change-35 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 19
Change-19 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Quarry LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
MacKenzie Financial Corp
DECREASED21,262,25922,892,530-1,630,271-7%$3.9B$2.5B-$1.4B2026-11-02
Geode Capital Management, LLC
INCREASED21,251,34619,240,331+2,011,015+10%$2.4B$2.6B+$153.8M2026-11-06
TD Waterhouse Canada Inc.
DECREASED20,175,21920,259,577-84,3580%$2.5B$2.4B-$107.3M2026-10-16
CIBC Asset Management Inc
DECREASED12,148,23712,662,025-513,788-4%$1.5B$1.4B-$105.9M2026-11-05
Dimensional Fund Advisors LP
DECREASED7,756,0457,764,118-8,0730%$942.8M$911.6M-$31.2M2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED5,802,4996,420,709-618,210-10%$780.4M$683.9K-$779.7M2026-11-04
Deutsche Bank Ag\
INCREASED4,075,4243,630,158+445,266+12%$440.8M$479.0M+$38.2M2026-11-06
Amundi
INCREASED3,570,0433,306,969+263,074+8%$401.7M$419.6M+$17.9M2026-11-06
Fiera Capital Corp
INCREASED3,168,4342,642,663+525,771+20%$320.7M$372.9M+$52.2M2026-11-06
AGF Management LTD
DECREASED2,452,9372,510,292-57,355-2%$363.1M$342.3M-$20.8M2026-11-03
Letko, Brosseau & Associates Inc
DECREASED1,922,7352,393,682-470,947-20%$290.9M$226.6M-$64.3M2026-11-06
Barclays PLC
INCREASED1,884,121249,843+1,634,278+654%$30.3M$221.4M+$191.1M2026-11-06
Bank of New York Mellon Corp
INCREASED1,864,1261,670,919+193,207+12%$202.9M$219.1M+$16.2M2026-11-05
Russell Investments Group, Ltd.
DECREASED1,264,2361,489,677-225,441-15%$180.2M$149.3M-$30.9M2026-11-06
Addenda Capital Inc.
DECREASED1,258,3761,294,228-35,852-3%$223.2M$210.6M-$12.6M2026-10-13
DekaBank Deutsche Girozentrale
DECREASED1,134,4431,141,081-6,638-1%$106.0K$134.6K+$28.6K2026-10-27
Intact Investment Management Inc.
INCREASED1,100,2561,023,826+76,430+7%$124.5M$129.4M+$4.9M2026-11-03
Pictet Asset Management Holding SA
INCREASED983,997901,578+82,419+9%$109.6M$116.0M+$6.4M2026-11-03
Citigroup Inc
INCREASED637,161457,088+180,073+39%$55.6M$75.1M+$19.5M2026-11-04
Guardian Partners Inc.
DECREASED590,422608,579-18,157-3%$74.0M$69.6M-$4.4M2026-10-21
SEB Asset Management AB
DECREASED561,957831,989-270,032-32%$101.1M$66.2M-$34.9M2026-11-04
Morguard Lincluden Global Investments Ltd
DECREASED508,524526,877-18,353-3%$90.9K$85.1K-$5.8K2026-10-28
Mn Services Vermogensbeheer B.V.
INCREASED491,290482,590+8,700+2%$58.7M$57.9K-$58.6M2026-10-08
Cidel Asset Management Inc
INCREASED487,707448,298+39,409+9%$54.5M$57.5M+$3.0M2026-10-29
UniSuper Management Pty Ltd
INCREASED482,186465,386+16,800+4%$80.3M$80.7M+$433.0K2026-10-26
QV Investors Inc.
DECREASED392,465394,545-2,080-1%$48.0M$46.3K-$47.9M2026-10-20
Achmea Investment Management B.V.
NEW380,965—+380,965——$44.9M—2026-10-30
Swiss Life Asset Management Ltd
DECREASED346,824349,683-2,859-1%$42.4M$40.9M-$1.5M2026-11-03
Nykredit A/S
INCREASED338,019334,713+3,306+1%$40.7M$39.8M-$843.7K2026-11-06
Creative Planning
INCREASED327,902310,241+17,661+6%$37.7M$38.5M+$865.7K2026-11-02
Triasima Portfolio Management inc.
INCREASED321,615306,074+15,541+5%$37.2M$37.9M+$703.8K2026-10-15
Montrusco Bolton Investments Inc.
DECREASED284,911317,741-32,830-10%$38.6M$33.6M-$5.0M2026-10-13
Cardinal Point Capital Management ULC
DECREASED280,539286,027-5,488-2%$34.7M$33.1M-$1.6M2026-10-21
Genus Capital Management Inc.
DECREASED267,498288,093-20,595-7%$35.0M$31.5M-$3.5M2026-11-04
Godsey & Gibb, Inc
DECREASED259,887275,464-15,577-6%$33.4M$30.5M-$2.9M2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED237,440240,904-3,464-1%$29.3M$28.0M-$1.3M2026-10-19
Maryland State Retirement & Pension System
DECREASED237,151241,034-3,883-2%$29.3M$27.9M-$1.4M2026-11-05
LPL Financial LLC
DECREASED215,402225,580-10,178-5%$27.4M$25.3M-$2.1M2026-11-06
Generali Asset Management SPA SGR
INCREASED202,880193,779+9,101+5%$33.4M$33.9M+$532.7K2026-10-26
Canerector Inc
UNCHANGED200,000200,00000%$24.3M$23.6M-$682.7K2026-10-13
Heathbridge Capital Management Ltd.
DECREASED190,875212,550-21,675-10%$25.8M$22.4M-$3.4M2026-10-29
ASR Vermogensbeheer N.V.
INCREASED189,990189,081+909+0%$23.0M$22.4M-$589.4K2026-10-16
American Assets Investment Management, LLC
UNCHANGED165,000165,00000%$20.0M$19.4M-$643.5K2026-10-30
Lorne Steinberg Wealth Management Inc.
INCREASED162,285162,268+17+0%$19.7M$19.1M-$640.0K2026-10-23
Waratah Capital Advisors Ltd.
DECREASED161,708203,254-41,546-20%$24.7M$19.0M-$5.7M2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED128,383128,38300%$15.6M$15.1K-$15.6M2026-10-20
Gold Investment Management Ltd.
DECREASED118,862118,976-1140%$14.5M$14.0M-$484.3K2026-10-19
Thrivent Financial for Lutherans
INCREASED114,128113,450+678+1%$13.8M$13.5K-$13.8M2026-11-05
Imc-Chicago, LLC
INCREASED99,12852,108+47,020+90%$6.3M$11.7M+$5.3M2026-11-05
NewSquare Capital LLC
INCREASED96,78392,917+3,866+4%$11.3M$11.4M+$92.0K2026-11-06
Modera Wealth Management, LLC
DECREASED93,69797,141-3,444-4%$11.8M$11.0M-$783.7K2026-10-28
Commonwealth Equity Services, LLC
INCREASED85,74185,338+403+0%$10.4M$10.1M-$285.4K2026-11-02
Hennessy Advisors Inc
UNCHANGED62,80062,80000%$7.6M$7.4M-$244.9K2026-10-28
Univest Financial Corp
DECREASED60,58260,658-760%$7.4M$7.1M-$245.5K2026-11-05
Pacifica Partners Inc.
DECREASED58,25660,846-2,590-4%$7.3M$6.8M-$413.3K2026-10-09
BCV Asset Management Inc.
DECREASED56,87357,251-378-1%$6.9M$6.7M-$169.1K2026-11-06
Assenagon Asset Management S.A.
DECREASED56,09156,200-1090%$6.8M$6.6M-$219.9K2026-10-15
Vise Technologies, Inc.
INCREASED54,98448,083+6,901+14%$5.8M$6.5M+$623.6K2026-10-29
Stablepoint Partners, LLC
DECREASED53,84761,446-7,599-12%$7.5M$6.3M-$1.1M2026-11-03
Trust Co of Vermont
INCREASED52,18951,986+203+0%$6.3M$6.1M-$178.9K2026-10-21
Plato Investment Management Ltd
DECREASED52,17162,530-10,359-17%$7.6M$6.2M-$1.4M2026-11-05
Value Partners Investments Inc.
DECREASED51,04951,562-513-1%$6.3M$6.0M-$236.5K2026-10-19
Cardinal Capital Management
INCREASED47,19146,344+847+2%$5.6M$5.5M-$81.2K2026-10-21
Walter Public Investments Inc.
DECREASED46,48682,988-36,502-44%$10.1M$5.5M-$4.6M2026-11-05
Natixis
DECREASED46,08266,137-20,055-30%$8.0M$5.4M-$2.6M2026-11-06
Burkett Asset Management Ltd
DECREASED45,75146,041-290-1%$5.6M$5.4M-$191.4K2026-10-13
Welch & Forbes LLC
DECREASED42,91743,217-300-1%$5.2M$5.0M-$203.8K2026-11-04
PNC Financial Services Group, Inc.
INCREASED40,81639,475+1,341+3%$4.8M$4.8M+$3.7K2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED37,96637,96600%$4.6M$4.5M-$148.1K2026-10-27
Quadrant Capital Group LLC
DECREASED36,76236,772-100%$4.5M$4.3M-$129.1K2026-10-20
Tableaux LLC
UNCHANGED36,46536,46500%$4.4M$4.3M-$142.2K2026-10-23
Louisbourg Investments Inc.
DECREASED34,77937,773-2,994-8%$4.6M$4.1M-$482.0K2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED34,67534,67500%$4.2M$4.1M-$135.2K2026-10-13
Crossmark Global Holdings, Inc.
DECREASED34,00540,035-6,030-15%$4.9M$4.0M-$864.8K2026-10-21
Munich Reinsurance Co Stock Corp in Munich
DECREASED33,53034,570-1,040-3%$4.2M$4.0M-$249.9K2026-10-30
Park Avenue Securities LLC
DECREASED33,18740,249-7,062-18%$4.9M$3.9K-$4.9M2026-10-26
Signaturefd, LLC
INCREASED31,64531,311+334+1%$3.8M$3.7M-$82.8K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED30,81523,554+7,261+31%$2.8M$3.5M+$675.2K2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED30,03829,985+53+0%$3.6M$3.5M-$110.7K2026-10-29
Flagship Capital Management Inc.
DECREASED29,49529,715-220-1%$3.6M$3.5M-$141.7K2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED28,67428,467+207+1%$3.5M$3.4M-$86.7K2026-10-20
US Bancorp \de\
INCREASED28,19326,922+1,271+5%$3.3M$3.3M+$44.4K2026-11-05
Compound Planning, Inc.
DECREASED27,15227,694-542-2%$3.4M$3.2M-$171.8K2026-11-05
Kestra Advisory Services, LLC
INCREASED26,80924,639+2,170+9%$3.0M$3.2M+$158.9K2026-11-02
Ethic Inc.
INCREASED26,17023,125+3,045+13%$2.8M$3.1M+$267.7K2026-11-03
Moors & Cabot, Inc.
INCREASED25,44425,050+394+2%$3.0M$3.0M-$51.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED25,06926,418-1,349-5%$3.2M$2.9K-$3.2M2026-11-02
Applied Capital LLC
DECREASED23,02123,051-300%$2.8M$2.7M-$93.4K2026-10-07
Family Legacy, Inc.
DECREASED22,73122,912-181-1%$2.8M$2.7M-$110.6K2026-10-13
Summit Securities Group LLC
INCREASED22,1002,700+19,400+719%$327.9K$2.6M+$2.3M2026-11-05
Compass Financial Management LLC
NEW21,836—+21,836——$2.6M—2026-10-30
Nordwand Advisors, LLC
UNCHANGED20,80020,80000%$2.5M$2.4M-$81.1K2026-11-05
Keybank National Association
INCREASED20,51919,986+533+3%$2.4M$2.4M-$15.3K2026-11-04
Savant Capital, LLC
DECREASED20,30625,002-4,696-19%$2.7M$2.4M-$304.0K2026-11-06
Highland Capital Management, LLC
DECREASED20,22520,450-225-1%$2.5M$2.4M-$106.2K2026-10-26
Ativo Capital Management LLC
INCREASED19,26819,265+3+0%$2.3M$2.3M-$74.8K2026-10-27
Probity Advisors, Inc.
DECREASED19,08220,067-985-5%$2.4M$2.2M-$194.0K2026-10-23
Rempart Asset Management Inc.
UNCHANGED18,52318,52300%$2.2M$2.2M$02026-10-20
State of Wyoming
DECREASED18,31520,385-2,070-10%$2.5M$2.2M-$319.1K2026-10-28
Pinnacle Associates LTD
DECREASED18,23229,507-11,275-38%$3.6M$2.1M-$1.4M2026-10-20
Frank, Rimerman Advisors LLC
UNCHANGED17,65017,65000%$2.1M$2.1M-$68.8K2026-10-16
Commons Capital, LLC
DECREASED17,13917,990-851-5%$2.2M$2.0M-$170.1K2026-11-05
CMH Wealth Management LLC
DECREASED16,64525,260-8,615-34%$3.1M$2.0M-$1.1M2026-10-22
Plimoth Trust Co LLC
DECREASED16,28716,512-225-1%$2.0M$1.9M-$90.8K2026-10-26
Greenfield Seitz Capital Management, LLC
INCREASED16,03716,036+1+0%$1.9M$1.9M-$62.4K2026-10-29
Valmark Advisers, Inc.
UNCHANGED16,01216,01200%$1.9M$1.9M-$62.4K2026-11-06
Farther Finance Advisors, LLC
DECREASED15,58916,271-682-4%$2.0M$1.8M-$143.3K2026-10-08
LVM Capital Management LTD
DECREASED15,31116,136-825-5%$2.0K$1.8M+$1.8M2026-10-20
CenterBook Partners LP
INCREASED15,2577,510+7,747+103%$911.9K$1.8M+$881.2K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED15,16315,917-754-5%$1.9M$1.8M-$150.7K2026-10-14
American Assets Inc
UNCHANGED15,00015,00000%$1.8M$1.8M-$58.5K2026-10-30
Ritholtz Wealth Management
INCREASED14,99313,519+1,474+11%$1.6M$1.8M+$120.5K2026-11-05
Viewpoint Investment Partners Corp
DECREASED14,94118,647-3,706-20%$2.3M$1.8M-$496.4K2026-10-26
Truist Financial Corp
DECREASED14,62814,955-327-2%$1.8M$1.7M-$96.7K2026-10-30
Hanson & Doremus Investment Management
DECREASED14,36614,425-590%$1.8M$1.7K-$1.8M2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED14,30314,480-177-1%$1.8M$1.7M-$77.3K2026-10-16
Central Trust Co
UNCHANGED13,98513,98500%$1.7M$1.6M-$54.5K2026-11-05
TD Private Client Wealth LLC
DECREASED13,91714,710-793-5%$1.8M$1.6M-$150.6K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED13,88114,694-813-6%$1.8M$1.6M-$153.0K2026-10-20
Daiwa Securities Group Inc.
DECREASED13,17013,200-300%$1.6M$1.5M-$55.0K2026-10-29
ARS Wealth Advisors Group, LLC
UNCHANGED13,02013,02000%$1.6M$1.5M-$50.8K2026-10-16
Themes Management Co LLC
INCREASED12,8618,191+4,670+57%$994.6K$1.5M+$516.9K2026-10-29
Cardinal Capital Management, Inc.
DECREASED11,87012,020-150-1%$1.5M$1.4M-$59.3K2026-10-16
Emergent Wealth Advisors, LLC
INCREASED11,8494,057+7,792+192%$808.6K$1.4M+$584.0K2026-10-09
Radnor Capital Management, LLC
UNCHANGED11,83611,83600%$1.4M$1.4M-$46.2K2026-10-23
Principal Financial Group Inc
INCREASED11,40011,200+200+2%$1.4M$1.3M-$17.7K2026-11-02
Silverlake Wealth Management LLC
DECREASED11,30511,400-95-1%$1.4M$1.3M-$55.7K2026-10-21
Linden Thomas Advisory Services, LLC
INCREASED11,23410,631+603+6%$1.3M$1.3M+$29.4K2026-10-19
Versant Capital Management, Inc
INCREASED11,00010,887+113+1%$1.3M$1.3M-$29.2K2026-10-02
D.A. Davidson & Co.
UNCHANGED10,87710,87700%$1.3M$1.3M-$42.4K2026-10-28
Baskin Financial Services Inc.
INCREASED10,83110,026+805+8%$1.2K$1.3K+$562026-10-19
Affinity Capital Advisors, LLC
UNCHANGED10,81710,81700%$1.3M$1.2M-$59.9K2026-10-13
UMB Bank, n.a.
DECREASED10,80211,257-455-4%$1.4M$1.3M-$97.4K2026-11-06
Dickmeyer Boyce Financial Management, Inc.
DECREASED10,76410,890-126-1%$1.3M$1.3M-$57.3K2026-10-08
Sky Investment Group LLC
INCREASED10,7584,446+6,312+142%$539.9K$1.3M+$724.5K2026-10-30
Allworth Financial LP
INCREASED10,7186,668+4,050+61%$809.7K$1.3M+$491.8K2026-11-06
Quilter Plc
UNCHANGED10,17510,17500%$1.8M$1.7M-$52.0K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED10,1678,107+2,060+25%$984.5K$1.2M+$210.4K2026-10-16
Ti-Trust, Inc
UNCHANGED10,13010,13000%$1.2M$1.2M-$39.5K2026-10-21
MGO One Seven LLC
INCREASED10,08810,053+35+0%$1.2M$1.2M-$35.0K2026-10-28
First Citizens Bank & Trust Co
DECREASED9,9159,916-10%$1.2M$1.2M-$38.8K2026-10-14
Integrity Alliance, Llc.
NEW9,598—+9,598——$1.1M—2026-10-29
Main Line Retirement Advisors, LLC
INCREASED9,4159,344+71+1%$1.1M$1.1M-$28.1K2026-10-14
Fulton Bank, N.A.
DECREASED9,1859,585-400-4%$1.2M$1.1M-$84.4K2026-10-14
Canoe Financial LP
DECREASED9,1819,944-763-8%$1.2M$1.1M-$127.2K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED9,0949,498-404-4%$1.2M$1.1M-$84.5K2026-11-06
CRA Financial Services, LLC
INCREASED8,8628,819+43+0%$1.1M$1.0M-$29.4K2026-10-16
Penobscot Investment Management Company, Inc.
UNCHANGED8,7848,78400%$1.1M$1.0M-$34.3K2026-10-26
Evergreen Capital Management LLC
DECREASED8,5358,746-211-2%$1.1M$1.0M-$58.9K2026-10-23
Rockland Trust Co
UNCHANGED8,4178,41700%$1.0M$989.3K-$32.8K2026-10-05
United Community Bank
DECREASED8,4008,455-55-1%$1.0M$987.3K-$39.4K2026-10-28
Candriam S.C.A.
UNCHANGED8,1478,14700%$989.3K$963.7K-$25.6K2026-11-03
Brookstone Capital Management
INCREASED8,1117,854+257+3%$953.7K$953.3K-$3302026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED8,0008,00000%$972.4K$940.2K-$32.1K2026-10-22
PDS Planning, Inc
INCREASED7,9597,876+83+1%$956.4K$935.4K-$21.0K2026-11-03
Burney Co/
DECREASED7,8768,070-194-2%$980.0K$925.7K-$54.3K2026-10-15
Crestwood Advisors Group, LLC
INCREASED7,8587,624+234+3%$925.8K$923.6K-$2.2K2026-10-27
Swiss RE LTD
INCREASED7,8034,732+3,071+65%$575.1K$919.7K+$344.6K2026-11-06
Pathway Financial Advisers, LLC
INCREASED7,7807,748+32+0%$940.8K$914.4K-$26.5K2026-10-27
Wolff Financial Management LLC
UNCHANGED7,7717,77100%$943.6K$913.3K-$30.3K2026-10-23
Blue Capital, Inc.
NEW7,479—+7,479——$879.0K—2026-10-13
SkyOak Wealth, LLC
UNCHANGED7,3987,39800%$898.3K$869.5K-$28.9K2026-10-28
Assetmark, Inc
INCREASED7,3524,946+2,406+49%$600.6K$864.1K+$263.5K2026-10-21
Merit Financial Group, LLC
INCREASED7,2006,554+646+10%$795.9K$846.2K+$50.3K2026-11-06
Kathmere Capital Management, LLC
INCREASED7,0985,895+1,203+20%$715.8K$834.2K+$118.4K2026-10-20
Sagespring Wealth Partners, LLC
DECREASED7,0337,292-259-4%$885.5K$826.6K-$58.9K2026-10-22
Old Port Advisors
UNCHANGED7,0307,03000%$853.7K$826.2K-$27.4K2026-10-23
Parallel Advisors, LLC
INCREASED7,0296,679+350+5%$811.1K$826.2K+$15.1K2026-11-03
Apollon Wealth Management, LLC
INCREASED6,9656,926+39+1%$841.0K$818.6K-$22.4K2026-10-23
Greenspring Advisors, LLC
INCREASED6,9383,463+3,475+100%$420.5K$815.4K+$394.9K2026-11-05
Net Worth Advisory Group
INCREASED6,8316,640+191+3%$806.2K$803.4K-$2.8K2026-10-20
Mystic Asset Management, Inc.
INCREASED6,7196,661+58+1%$808.8K$789.7K-$19.2K2026-10-15
HB Wealth Management, LLC
INCREASED6,6256,042+583+10%$733.7K$778.6K+$44.9K2026-10-23
Wesbanco Bank Inc
DECREASED6,5226,942-420-6%$843.0K$766.5K-$76.4K2026-11-04
Wasatch Advisors LP
INCREASED6,4344,720+1,714+36%$573.3K$756.5K+$183.2K2026-10-13
MQS Management LLC
INCREASED6,3774,851+1,526+31%$589.1K$749.5K+$160.4K2026-11-06
Greenfield Savings Bank
DECREASED6,3356,440-105-2%$782.0K$744.6K-$37.5K2026-10-07
Chicago Partners Investment Group LLC
INCREASED6,3205,942+378+6%$708.4K$787.5K+$79.1K2026-10-27
Prospera Financial Services Inc
INCREASED6,2794,744+1,535+32%$576.2K$781.9K+$205.7K2026-11-04
Financial & Tax Architects, LLC
INCREASED6,2385,535+703+13%$672.1K$733.2K+$61.0K2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED6,1576,140+17+0%$745.6K$723.6K-$21.9K2026-11-04
Oppenheimer & Co Inc
INCREASED6,1286,065+63+1%$736.5K$720.2K-$16.2K2026-10-26
Cabot Wealth Management Inc
INCREASED6,0486,032+16+0%$732.5K$710.8K-$21.6K2026-11-05
Fisher Asset Management, LLC
NEW6,001—+6,001——$705.3K—2026-11-06
Clearstead Advisors, LLC
INCREASED5,9975,811+186+3%$705.6K$704.8K-$8032026-11-06
Aprio Wealth Management, LLC
INCREASED5,9855,912+73+1%$717.9K$703.4K-$14.5K2026-10-28
Natural Investments, LLC
DECREASED5,9706,220-250-4%$755.0K$701.7K-$53.3K2026-11-06
Boston Common Asset Management, LLC
INCREASED5,8533,800+2,053+54%$461.4K$687.9K+$226.5K2026-10-13
Adell Harriman & Carpenter Inc
DECREASED5,7055,805-100-2%$704.9K$670.5K-$34.4K2026-11-02
Marble Harbor Investment Counsel, LLC
UNCHANGED5,6175,61700%$682.1K$660.2K-$21.9K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED5,5755,643-68-1%$685.2K$655.2K-$30.0K2026-11-05
Ascent Group, LLC
INCREASED5,5635,533+30+1%$671.9K$653.8K-$18.0K2026-10-30
Bennett Selby Investments LP
UNCHANGED5,4745,47400%$664.8K$643.4K-$21.4K2026-10-19
Parsons Capital Management Inc
INCREASED5,3184,278+1,040+24%$519.5K$625.0K+$105.5K2026-10-28
Carnegie Lake Advisors LLC
DECREASED5,2997,299-2,000-27%$886.3K$622.8K-$263.5K2026-11-06
Fideuram Asset Management (Ireland) dac
DECREASED5,22748,773-43,546-89%$8.1M$888.5K-$7.3M2026-10-29
Asahi Life Asset Management Co., Ltd.
NEW5,207—+5,207——$613.7K—2026-11-06
Washington Trust Co
UNCHANGED5,1705,17000%$627.8K$607.6K-$20.2K2026-10-22
Westover Capital Advisors, LLC
UNCHANGED5,1405,14000%$624.2K$604.1K-$20.0K2026-10-26
Income Insurance Ltd
UNCHANGED5,1355,13500%$624.1K$605.2K-$18.9K2026-10-21
Wright Investors Service Inc
INCREASED5,0915,060+31+1%$614.4K$598.3K-$16.1K2026-11-02
Indivisible Partners
NEW5,067—+5,067——$595.5K—2026-10-26
Next Level Private LLC
UNCHANGED5,0235,02300%$609.9K$590.4K-$19.6K2026-10-20
BAR Harbor Wealth Management
UNCHANGED4,8904,89000%$593.8K$574.7K-$19.1K2026-10-21
Manske Wealth Management
DECREASED4,7885,021-233-5%$609.7K$562.7K-$47.0K2026-10-26
Verdence Capital Advisors LLC
INCREASED4,7424,741+1+0%$575.7K$557.3K-$18.4K2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED4,6904,941-251-5%$600.0K$551.2K-$48.8K2026-10-26
Oslo Pensjonsforsikring AS
UNCHANGED4,6004,60000%$559.1K$542.2K-$16.8K2026-10-15
J. Safra Sarasin Holding AG
DECREASED4,57610,375-5,799-56%$1.1M$426.0K-$704.6K2026-10-26
Powers Advisory Group, LLC
UNCHANGED4,5384,53800%$551.0K$533.4K-$17.7K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,5083,823+685+18%$464.2K$529.8K+$65.6K2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED4,5004,50000%$546.4K$528.9K-$17.6K2026-10-22
Diversify Advisory Services, LLC
INCREASED4,4424,380+62+1%$524.1K$532.1K+$8.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,4424,380+62+1%$524.1K$532.1K+$8.0K2026-10-20
Cordatus Wealth Management LLC
INCREASED4,4024,241+161+4%$515.0K$517.3K+$2.4K2026-10-19
Boston Trust Walden Corp
DECREASED4,4004,900-500-10%$595.0K$517.1K-$77.9K2026-10-30
Carter Financial Group, Inc.
INCREASED4,3843,993+391+10%$484.9K$515.2K+$30.4K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED4,3674,505-138-3%$547.0K$513.2K-$33.8K2026-11-03
Aspiriant, LLC
INCREASED4,3434,240+103+2%$514.9K$510.4K-$4.4K2026-10-16
Riversedge Advisors, LLC
INCREASED4,3194,066+253+6%$493.7K$507.6K+$13.9K2026-10-09
Simplicity Wealth,LLC
INCREASED4,2364,124+112+3%$500.8K$497.9K-$2.9K2026-10-23
Avanza Fonder AB
UNCHANGED4,1174,11700%$709.9K$688.9K-$21.0K2026-10-13
Alhambra Investment Management LLC
UNCHANGED4,1014,10100%$498.0K$482.0K-$16.0K2026-10-15
Cromwell Holdings LLC
UNCHANGED4,0914,09100%$496.8K$480.8K-$16.0K2026-10-28
Five Oceans Advisors
UNCHANGED4,0914,09100%$496.8K$480.8K-$16.0K2026-10-22
Independence Financial Advisors, LLC
UNCHANGED4,0464,04600%$491.3K$475.5K-$15.8K2026-10-08
Grey Ledge Advisors, LLC
DECREASED4,0194,239-220-5%$514.7K$472.4K-$42.4K2026-11-02
Atria Investments, Inc
INCREASED4,0183,458+560+16%$419.9K$472.2K+$52.3K2026-10-15
Coastline Trust Co
UNCHANGED4,0004,00000%$485.7K$470.1K-$15.6K2026-10-01
Citizens Financial Group Inc
DECREASED3,9544,455-501-11%$541.0K$464.8K-$76.3K2026-10-23
Columbia Asset Management
DECREASED3,9404,135-195-5%$502.1K$463.1K-$39.0K2026-10-19
Brucke Financial, Inc.
INCREASED3,8813,555+326+9%$431.7K$456.1K+$24.5K2026-10-23
Connecticut Wealth Management, LLC
INCREASED3,8563,539+317+9%$429.8K$453.2K+$23.5K2026-10-13
Sowell Financial Services LLC
DECREASED3,7954,189-394-9%$508.7K$446.1K-$62.6K2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED3,7623,76200%$456.8K$442.1K-$14.7K2026-10-23
Plancorp, LLC
NEW3,729—+3,729——$464.3K—2026-11-03
Cypress Capital Group
DECREASED3,7263,946-220-6%$479.2K$437.9K-$41.2K2026-11-03
Bath Savings Trust Co
DECREASED3,7103,810-100-3%$462.6K$436.0K-$26.6K2026-10-07
MFA Wealth Services
INCREASED3,6313,628+3+0%$440.5K$426.7K-$13.8K2026-10-14
Adirondack Trust Co
UNCHANGED3,5623,56200%$432.5K$418.6K-$13.9K2026-10-14
Yousif Capital Management, LLC
INCREASED3,5293,085+444+14%$374.6K$414.8K+$40.2K2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED3,4903,877-387-10%$471.2K$411.3K-$59.9K2026-10-29
Fiduciary Financial Group, LLC
INCREASED3,4512,944+507+17%$357.5K$405.6K+$48.1K2026-10-13
180 Wealth Advisors, LLC
DECREASED3,4343,509-75-2%$426.1K$403.6K-$22.5K2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED3,4173,41700%$414.9K$401.6K-$13.3K2026-11-03
Westco Advisory Services Inc
INCREASED3,4071,952+1,455+75%$237.0K$400.4K+$163.4K2026-10-14
Kelleher Financial Advisors
INCREASED3,4023,398+4+0%$412.6K$399.9K-$12.7K2026-10-30
Covenant Asset Management, LLC
DECREASED3,4003,717-317-9%$451.4K$399.6K-$51.8K2026-10-14
First Affirmative Financial Network
NEW3,387—+3,387——$398.1K—2026-10-21
55 North Private Wealth, LLC
INCREASED3,3743,182+192+6%$386.4K$396.5K+$10.2K2026-10-20
Old North State Wealth Management, LLC
DECREASED3,3723,593-221-6%$436.4K$396.3K-$40.1K2026-10-22
Florida Trust Wealth Management Co
INCREASED3,3202,919+401+14%$354.5K$390.2K+$35.7K2026-11-05
Harbor Group, Inc.
INCREASED3,2773,152+125+4%$382.7K$385.1K+$2.4K2026-10-14
Capital Investment Advisors, LLC
INCREASED3,2573,252+5+0%$394.9K$382.8K-$12.1K2026-10-22
Wealth Effects LLC
DECREASED3,2083,258-50-2%$395.6K$377.0K-$18.6K2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED3,2043,319-115-3%$403.0K$376.6K-$26.5K2026-10-05
GAM Holding AG
DECREASED3,2003,400-200-6%$413.2K$377.1K-$36.1K2026-11-03
Veratis Advisors, Inc.
UNCHANGED3,2003,20000%$388.6K$376.1K-$12.5K2026-11-03
Canopy Partners, LLC
INCREASED3,1902,732+458+17%$331.7K$374.9K+$43.2K2026-10-28
Smithbridge Asset Management Inc
UNCHANGED3,1483,14800%$382.3K$370.0K-$12.3K2026-10-19
Williams Financial, LLC
UNCHANGED3,1463,14600%$382.0K$369.7K-$12.3K2026-10-19
Brighton Jones LLC
INCREASED3,1453,094+51+2%$375.6K$369.6K-$6.0K2026-11-03
Burns J W & Co Inc
DECREASED3,1363,331-195-6%$404.5K$368.6K-$35.9K2026-10-20
SAX Wealth Advisors, LLC
INCREASED3,1103,048+62+2%$284.4K$365.5K+$81.1K2026-10-13
Means Investment Co., Inc.
DECREASED3,0423,114-72-2%$378.2K$357.5K-$20.7K2026-11-03
Apella Capital, LLC
INCREASED3,0232,964+59+2%$359.9K$344.2K-$15.7K2026-10-08
Successful Portfolios LLC
UNCHANGED3,0143,01400%$363.0K$353.0K-$10.1K2026-10-09
HBK Sorce Advisory LLC
DECREASED3,0013,037-36-1%$367.9K$369.4K+$1.5K2026-11-06
Bank of New Hampshire
UNCHANGED2,9962,99600%$363.8K$352.1K-$11.7K2026-10-06
Beacon Investment Advisory Services, Inc.
UNCHANGED2,9632,96300%$359.8K$348.2K-$11.6K2026-10-13
Wealthcare Advisory Partners LLC
DECREASED2,9542,967-130%$360.2K$347.2K-$13.0K2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED2,8902,89000%$350.9K$339.7K-$11.3K2026-10-21
Eastern Bank
UNCHANGED2,8012,80100%$340.1K$329.2K-$10.9K2026-10-05
Birch Financial Group, LLC
DECREASED2,7992,831-32-1%$343.8K$329.0K-$14.8K2026-10-27
Old National Bancorp
INCREASED2,7512,750+1+0%$333.9K$323.3K-$10.6K2026-10-20
Firestone Capital Management
UNCHANGED2,7402,74000%$332.7K$322.0K-$10.7K2026-11-03
Jacobi Capital Management LLC
INCREASED2,7242,604+120+5%$316.2K$320.2K+$4.0K2026-11-05
Csenge Advisory Group
DECREASED2,7203,443-723-21%$418.0K$319.7K-$98.3K2026-11-04
Bryn Mawr Trust Advisors, LLC
INCREASED2,7202,622+98+4%$318.4K$319.7K+$1.3K2026-11-04
Venture Visionary Partners LLC
INCREASED2,7072,647+60+2%$321.4K$318.2K-$3.3K2026-10-07
Shulman DeMeo Asset Management LLC
UNCHANGED2,7072,70700%$328.7K$317.0K-$11.7K2026-10-09
Signal Advisors Wealth, LLC
NEW2,699—+2,699——$317.2K—2026-10-13
Braun-Bostich & Associates Inc.
DECREASED2,6982,791-93-3%$338.9K$317.1K-$21.8K2026-10-20
HUB Investment Partners, LLC
INCREASED2,6922,551+141+6%$309.8K$316.4K+$6.6K2026-11-03
Apollon Financial, LLC
NEW2,687—+2,687——$315.8K—2026-10-23
Arrow Financial Corp
UNCHANGED2,6682,66800%$324.0K$313.6K-$10.4K2026-10-26
Pines Wealth Management, LLC
DECREASED2,6562,860-204-7%$347.3K$312.2K-$35.1K2026-10-21
Abacus Wealth Partners, LLC
INCREASED2,6512,282+369+16%$277.1K$311.6K+$34.5K2026-11-03
Premier Path Wealth Partners, LLC
UNCHANGED2,6412,64100%$320.7K$310.4K-$10.3K2026-10-16
Larson Financial Group LLC
INCREASED2,6401,934+706+37%$234.8K$310.3K+$75.4K2026-11-05
Accurate Wealth Management, LLC
INCREASED2,6242,582+42+2%$311.2K$309.5K-$1.7K2026-10-20
ARQ Wealth Advisors, LLC
INCREASED2,5912,578+13+1%$312.7K$304.5K-$8.2K2026-10-29
Puff Wealth Management, LLC
DECREASED2,5802,680-100-4%$325.4K$303.2K-$22.2K2026-10-07
YHB Investment Advisors, Inc.
DECREASED2,5762,578-20%$313.0K$302.8K-$10.3K2026-10-08
Lido Advisors, LLC
INCREASED2,5661,958+608+31%$237.9K$301.6K+$63.7K2026-11-04
Continuum Wealth Advisors, LLC
INCREASED2,5521,884+668+35%$228.8K$299.9K+$71.2K2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED2,5002,50000%$305.6K$293.8K-$11.8K2026-10-09
Claro Advisors Inc.
DECREASED2,4922,531-39-2%$307.3K$292.8K-$14.5K2026-11-02
KCM Investment Advisors LLC
UNCHANGED2,4242,42400%$294.3K$284.9K-$9.5K2026-10-27
Spire Wealth Management
DECREASED2,4112,511-100-4%$304.9K$283.4K-$21.5K2026-10-30
Massachusetts Wealth Management
UNCHANGED2,4102,41000%$292.6K$283.2K-$9.4K2026-10-21
Lester Murray Antman dba SimplyRich
NEW2,400—+2,400——$282.1K—2026-11-06
Family Capital Management, Inc.
INCREASED2,3962,356+40+2%$286.1K$281.6K-$4.5K2026-11-03
Clearstead Trust, LLC
DECREASED2,3852,396-110%$290.9K$280.3K-$10.6K2026-11-06
Innova Wealth Partners
UNCHANGED2,3562,35600%$286.1K$276.9K-$9.2K2026-10-21
Jeppson Wealth Management, LLC
UNCHANGED2,3492,34900%$285.2K$276.1K-$9.2K2026-10-20
Key FInancial Inc
DECREASED2,3152,341-26-1%$284.3K$272.1K-$12.2K2026-11-02
Mattern Capital Management, LLC
UNCHANGED2,3082,30800%$280.3K$271.3K-$9.0K2026-11-02
Brown Shipley& Co Ltd
UNCHANGED2,3002,30000%$279.6K$271.1K-$8.5K2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED2,3002,30000%$279.3K$270.3K-$9.0K2026-10-23
Valeo Financial Advisors, LLC
INCREASED2,2992,127+172+8%$258.3K$270.2K+$11.9K2026-10-08
Argos Wealth Advisors, LLC
UNCHANGED2,2822,28200%$277.1K$268.2K-$8.9K2026-11-02
Rothwell Investment Advisors, LLC
NEW2,271—+2,271——$267.0K—2026-11-06
Turn8 Private Wealth Inc.
INCREASED2,2582,237+21+1%$271.5K$265.5K-$6.0K2026-11-05
Advisor OS, LLC
INCREASED2,2502,245+5+0%$272.6K$264.4K-$8.2K2026-11-03
Xponance LLC
NEW2,248—+2,248——$264.2K—2026-11-03
AlphaCentric Advisors LLC
INCREASED2,2402,062+178+9%$250.4K$263.3K+$12.9K2026-11-03
XXI Wealth, LLC
INCREASED2,2042,002+202+10%$243.1K$259.0K+$15.9K2026-10-22
Genesee Capital Advisors, LLC
NEW2,161—+2,161——$253.9K—2026-10-20
Flagship Harbor Advisors, LLC
INCREASED2,1562,148+8+0%$260.8K$253.4K-$7.4K2026-10-26
AlphaCore Capital LLC
INCREASED2,1001,870+230+12%$227.1K$246.8K+$19.7K2026-11-04
CX Institutional
DECREASED2,0972,138-41-2%$260$246-$142026-10-02
Aviance Capital Partners, LLC
UNCHANGED2,0882,08800%$253.5K$245.4K-$8.1K2026-10-29
Mawer Investment Management Ltd.
UNCHANGED2,0812,08100%$252.7K$244.6K-$8.1K2026-11-06
Rose Capital Advisors LLC
NEW2,080—+2,080——$244.5K—2026-11-04
Wedbush Securities Inc
INCREASED2,0632,043+20+1%$248.0K$242-$247.8K2026-10-22
Triad Wealth Partners, LLC
INCREASED2,0591,747+312+18%$211.7K$242.0K+$30.3K2026-10-26
LVW Advisors, LLC
NEW2,056—+2,056——$241.6K—2026-10-19
World Equity Group, Inc.
NEW2,014—+2,014——$236.7K—2026-10-14
Costello Asset Management, Inc
DECREASED2,0002,100-100-5%$255.0K$235.1K-$19.9K2026-10-30
Foster Group, Inc.
UNCHANGED1,9691,96900%$239.1K$231.4K-$7.7K2026-10-13
Kavar Capital Partners Group, LLC
INCREASED1,9161,899+17+1%$230.6K$225.2K-$5.4K2026-11-06
Ellis Investment Partners, LLC
UNCHANGED1,9161,91600%$232.7K$225.2K-$7.5K2026-10-21
Procyon Advisors, LLC
UNCHANGED1,9131,91300%$232.3K$224.8K-$7.5K2026-10-21
Sunpointe, LLC
INCREASED1,9001,800+100+6%$218.6K$223.3K+$4.7K2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED1,8991,816+83+5%$220.5K$223.2K+$2.7K2026-10-08
Forbes J M & Co LLP
UNCHANGED1,8991,89900%$230.6K$223.2K-$7.4K2026-10-16
Breakwater Capital Group
DECREASED1,8821,943-61-3%$235.9K$221.2K-$14.8K2026-10-09
Burns Matteson Capital Management, LLC
DECREASED1,8731,878-50%$228.0K$220.1K-$7.9K2026-10-16
Choreo, LLC
NEW1,872—+1,872——$220.0K—2026-10-28
Sensenig Capital Advisors, Inc
DECREASED1,8572,153-296-14%$261.4K$218.3K-$43.2K2026-10-23
Reflection Asset Management
DECREASED1,8231,832-90%$222.5K$214.3K-$8.2K2026-10-28
Wealthcare Capital Partners, LLC
UNCHANGED1,8101,81000%$219.7K$212.7K-$7.1K2026-10-21
Lanark Financial, Inc.
DECREASED1,8031,851-48-3%$224.9K$211.9K-$13.0K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED1,7811,310+471+36%$159.1K$209.3K+$50.2K2026-11-04
Rossmore Private Capital
UNCHANGED1,7651,76500%$214.3K$207.4K-$6.9K2026-10-27
Hardin Capital Partners, LLC
UNCHANGED1,7621,76200%$213.7K$207.1K-$6.6K2026-10-09
Elevation Point Wealth Partners, LLC
NEW1,754—+1,754——$204.7K—2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED1,7521,802-50-3%$218.8K$205.9K-$12.9K2026-10-15
RBA Wealth Management, LLC
NEW1,730—+1,730——$203.3K—2026-10-28
Sava Infond d.o.o.
UNCHANGED1,6701,67000%$202.3K$197.0K-$5.3K2026-10-28
Private Trust Co NA
INCREASED1,4921,164+328+28%$141.4K$175.4K+$34.0K2026-10-20
IFP Advisors, Inc
INCREASED1,454954+500+52%$115.8K$170.9K+$55.0K2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED1,4271,577-150-10%$191.5K$167.7K-$23.8K2026-10-05
Pinnacle Wealth Planning Services, Inc.
INCREASED1,4271,426+1+0%$173.2K$167.7K-$5.4K2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED1,4011,481-80-5%$179.8K$164.7K-$15.2K2026-11-05
Rosenberg Matthew Hamilton
DECREASED1,3511,489-138-9%$180.8K$158.8K-$22.0K2026-10-05
Asset Planning,Inc
UNCHANGED1,3511,35100%$164.0K$158.7K-$5.3K2026-10-26
Fifth Third Bancorp
DECREASED1,3081,414-106-7%$171.7K$153.7K-$18.0K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED1,2791,230+49+4%$149.4K$150.4K+$9882026-11-05
Root Financial Partners, LLC
NEW1,228—+1,228——$144.3K—2026-10-21
Tompkins Financial Corp
UNCHANGED1,2001,20000%$145.7K$141.0K-$4.7K2026-10-05
Union Bancaire Privee, UBP SA
UNCHANGED1,1331,13300%$119.4K$118.8K-$5252026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,1181,11800%$135.8K$131.4K-$4.4K2026-10-23
Manchester Capital Management LLC
UNCHANGED1,1151,11500%$135.4K$131.0K-$4.3K2026-10-22
Next Level Wealth Planning, LLC
NEW1,100—+1,100——$129.3K—2026-10-29
John Boyer, Inc.
NEW1,004—+1,004——$118.0K—2026-10-27
Bangor Savings Bank
DECREASED9921,654-662-40%$200.8K$116.6K-$84.3K2026-10-06
Triumph Capital Management
INCREASED973969+4+0%$117.7K$114.4K-$3.3K2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED93493400%$113.4K$109.8K-$3.6K2026-10-30
First Bancorp, Inc
UNCHANGED88288200%$107.1K$103.7K-$3.4K2026-10-26
Byrne Asset Management LLC
UNCHANGED85985900%$104.3K$101.0K-$3.3K2026-10-06
Rossby Financial, LCC
INCREASED856749+107+14%$91.0K$100.6K+$9.6K2026-11-05
Trust Co
DECREASED8401,000-160-16%$121.4K$98.7K-$22.7K2026-10-09
Hilltop National Bank
DECREASED8242,027-1,203-59%$246.1K$96.8K-$149.3K2026-10-14
American Capital Advisory, LLC
UNCHANGED80180100%$97.3K$94.1K-$3.1K2026-10-28
Citizens National Bank Trust Department
UNCHANGED80080000%$97.1K$94.0K-$3.1K2026-11-04
Ascentis Wealth Management, LLC
INCREASED741568+173+30%$69.0K$87.1K+$18.1K2026-11-03
Richardson Financial Services Inc.
DECREASED719927-208-22%$112.6K$84.5K-$28.1K2026-10-30
Bullock Wealth Management Group
UNCHANGED70070000%$85.6K$82.3K-$3.2K2026-10-09
Intesa Sanpaolo Wealth Management
UNCHANGED67567500%$82.0K$79.3K-$2.6K2026-10-28
KFG LLC
NEW612—+612——$71.9K—2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED609601+8+1%$73.0K$71.6K-$1.4K2026-11-02
NBH Bank
UNCHANGED60560500%$73.5K$71.1K-$2.4K2026-11-05
Hickory Point Bank & Trust
UNCHANGED60060000%$72.9K$70.5K-$2.3K2026-10-01
MB, Levis & Associates, LLC
UNCHANGED60060000%$72.9K$70.5K-$2.3K2026-10-16
SBI Securities Co., Ltd.
DECREASED595629-34-5%$76.4K$69.9K-$6.4K2026-10-22
True Wealth Design, LLC
INCREASED584549+35+6%$66.7K$68.6K+$2.0K2026-10-13
Entrust Financial LLC
UNCHANGED58458400%$71.0K$68.7K-$2.3K2026-11-04
Bayforest Capital Ltd
INCREASED577469+108+23%$57.0K$67.8K+$10.9K2026-11-03
Gilpin Wealth Management, LLC
DECREASED550650-100-15%$78.9K$64.6K-$14.3K2026-10-09
Caldwell Trust Co
UNCHANGED51551500%$62.5K$60.5K-$2.0K2026-10-30
Blue Bell Private Wealth Management, LLC
UNCHANGED50050000%$60.7K$58.8K-$2.0K2026-10-29
First Financial Corp
UNCHANGED50050000%$60.7K$58.8K-$2.0K2026-10-13
Toth Financial Advisory Corp
UNCHANGED50050000%$60.7K$58.8K-$2.0K2026-10-08
Blue Trust, Inc.
DECREASED4983,971-3,473-87%$482.2K$58.5K-$423.7K2026-10-15
Investors Research Corp
UNCHANGED49849800%$60.5K$58.5K-$1.9K2026-10-07
Nfsg Corp
INCREASED497495+2+0%$60.1K$58.4K-$1.7K2026-10-15
Cape Investment Advisory, Inc.
DECREASED433619-186-30%$75.2K$50.9K-$24.3K2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED42442400%$51.5K$49.8K-$1.7K2026-10-16
Mather Group, Llc.
UNCHANGED41241200%$50.0K$48.4K-$1.6K2026-10-14
Addison Advisors LLC
UNCHANGED40040000%$48.6K$47.0K-$1.6K2026-11-06
First Premier Bank
UNCHANGED40040000%$49$47-$22026-10-13
Nisa Investment Advisors, LLC
INCREASED383305+78+26%$37.0K$45.0K+$8.0K2026-10-20
Compass Wealth Management LLC
NEW350—+350——$41.1K—2026-10-22
Pension & Wealth Management Advisors, Inc.
NEW345—+345——$40.5K—2026-10-16
Financial Management Professionals, Inc.
INCREASED322261+61+23%$31.7K$37.8K+$6.2K2026-10-23
Heritage Family Offices, LLP
NEW300—+300——$35.3K—2026-11-02
Bayban
UNCHANGED30030000%$36.4K$36.4K$02026-11-05
Maseco LLP
UNCHANGED28828800%$35.0K$33.9K-$1.1K2026-10-27
CoreCap Advisors, LLC
UNCHANGED28028000%$34.0K$32.9K-$1.1K2026-10-08
Axxion S.A.
UNCHANGED27027000%$32.8K$31.8K-$9912026-10-22
SJS Investment Consulting Inc.
UNCHANGED26926900%$32.7K$31.6K-$1.0K2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED26426400%$32.1K$31.0K-$1.0K2026-11-06
Piscataqua Savings Bank
UNCHANGED26326300%$31.9K$30.9K-$1.0K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED26226200%$31.8K$30.8K-$1.0K2026-10-13
Community Bank, N.A.
UNCHANGED25025000%$30.4K$29.4K-$9752026-11-06
Valley National Advisers Inc
DECREASED249250-10%$30.4K$29.3K-$1.1K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED242238+4+2%$28.9K$28.4K-$4582026-10-20
Highline Wealth Partners LLC
INCREASED238170+68+40%$20.6K$28.0K+$7.3K2026-10-19
Financial Perspectives, Inc
UNCHANGED23823800%$28.9K$28.0K-$9282026-11-03
Westside Investment Management, Inc.
UNCHANGED23523500%$28.5K$27.7K-$8352026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED22522500%$27.3K$26.4K-$8782026-10-07
MTM Investment Management, LLC
UNCHANGED21821800%$26.5K$25.6K-$8502026-10-30
Bell Investment Advisors, Inc
DECREASED186245-59-24%$29.8K$21.9K-$7.9K2026-10-29
Quaker Wealth Management, LLC
UNCHANGED18218200%$22.1K$21.4K-$7102026-10-22
Coston, McIsaac & Partners
UNCHANGED17817800%$21$20.9K+$20.9K2026-11-06
Hartford Financial Management Inc.
UNCHANGED17617600%$21.4K$20.7K-$6862026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED17517500%$21.3K$20.6K-$6832026-10-16
Retirement Wealth Solutions LLC
NEW167—+167——$19.6K—2026-10-07
Dynamic Wealth Strategies, LLC
UNCHANGED15715700%$19.1K$18.5K-$6132026-10-16
City State Bank
UNCHANGED15315300%$18.6K$18.0K-$5972026-10-20
Financial Consulate, Inc
INCREASED145102+43+42%$12.4K$17.0K+$4.7K2026-10-23
Birchwood Financial Partners, Inc.
UNCHANGED14414400%$17.5K$16.9K-$5622026-11-02
Rydar Equities, Inc.
NEW141—+141——$16.1K—2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED14114100%$17.1K$16.6K-$5502026-10-23
Essential Partners LLC
UNCHANGED13513500%$16.4K$15.9K-$5262026-10-14
Signature Equity Partners, LLC
UNCHANGED13313300%$16.1K$15.6K-$4782026-10-29
Parkside Financial Bank & Trust
DECREASED117220-103-47%$26.7K$13.8K-$13.0K2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED11411400%$13.8K$13.4K-$4452026-10-07
MV Capital Management, Inc.
UNCHANGED969600%$11.7K$11.3K-$3752026-10-29
Tobam
DECREASED92177-85-48%$31$15-$162026-11-03
Fortis Group Advisors, LLC
UNCHANGED828200%$10.0K$9.6K-$3202026-11-06
Provenance Wealth Advisors, LLC
NEW78—+78——$9.2K—2026-10-30
Gamma Investing LLC
NEW77—+77——$9.1K—2026-10-08
Wolff Wiese Magana LLC
UNCHANGED757500%$9.1K$8.8K-$2932026-10-15
North Star Investment Management Corp.
UNCHANGED707000%$8.5K$8.2K-$2732026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED66541-475-88%$65.7K$7.8K-$57.9K2026-10-15
Holos Integrated Wealth LLC
UNCHANGED535300%$6.4K$6.4K-$732026-10-23
Advocate Investing Services LLC
UNCHANGED525200%$6.3K$6.2K-$1622026-10-26
Caitong International Asset Management Co., Ltd
DECREASED513,553-3,502-99%$431.4K$6.0K-$425.4K2026-10-29
Community Financial Services Group, LLC
UNCHANGED505000%$6.1K$5.9K-$2322026-10-15
Golden State Wealth Management, LLC
UNCHANGED505000%$6.1K$5.9K-$1952026-11-02
Princeton Global Asset Management LLC
UNCHANGED474700%$5.7K$5.5K-$1832026-10-21
Creative Capital Management Investments LLC
UNCHANGED414100%$5.0K$4.8K-$1602026-10-28
Financial Network Wealth Advisors LLC
INCREASED4029+11+38%$3.5K$4.7K+$1.2K2026-10-28
West Paces Advisors Inc.
UNCHANGED404000%$4.9K$4.7K-$1562026-10-13
RMG Wealth Management LLC
UNCHANGED393900%$4.8K$4.9K+$812026-10-26
Acumen Wealth Advisors, LLC
UNCHANGED363600%$4.4K$4.2K-$1402026-11-05
Zions Bancorporation, National Association
DECREASED3470-36-51%$8.5K$4.0K-$4.5K2026-11-06
Tradewinds Capital Management, LLC
UNCHANGED333300%$4.0K$3.9K-$1292026-10-23
Meriwether Wealth & Planning, LLC
NEW27—+27——$3.2K—2026-10-13
Creative Financial Designs Inc
INCREASED2415+9+60%$1.8K$2.8K+$1.0K2026-11-04
Breakwater Investment Management
NEW22—+22——$2.6K—2026-10-20
First Command Advisory Services, Inc.
DECREASED1723-6-26%$2.8K$2.0K-$7952026-11-05
Main Street Group, LTD
UNCHANGED141400%$1.7K$1.6K-$552026-10-28
Downshift Financial, LLC
UNCHANGED121200%$1.5K$1.4K-$472026-10-13
WPG Advisers, LLC
UNCHANGED121200%$1.5K$1.4K-$472026-10-27
Nvest Wealth Strategies, Inc.
INCREASED105+5+100%$608$1.2K+$5682026-10-14
Country Trust Bank
NEW9—+9——$1.1K—2026-10-30
Noble Wealth Management PBC
UNCHANGED8800%$971$940-$312026-10-01
Elyxium Wealth, LLC
NEW7—+7——$827—2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED3300%$364$353-$112026-10-28
Atwood & Palmer Inc
UNCHANGED2200%$243$236-$72026-10-08
Burkett Financial Services, LLC
UNCHANGED2200%$242$235-$72026-10-01
Jcic Asset Management Inc.
CLOSED086,674-86,674-100%$8.1M$0-$8.1M2026-10-30
Triglav Investments, D.O.O.
CLOSED079,000-79,000-100%$13.6M$0-$13.6M2026-11-06
Auto-Owners Insurance Co
CLOSED042,096-42,096-100%$5.1M$0-$5.1M2026-10-15
Sustainable Insight Capital Management, LLC
CLOSED021,052-21,052-100%$2.6M$0-$2.6M2026-11-06
Kepler Cheuvreux (Suisse) SA
CLOSED09,178-9,178-100%$1.6M$0-$1.6M2026-10-20
FNY Investment Advisers, LLC
CLOSED08,600-8,600-100%$1.0K$0-$1.0K2026-10-16
Davenport & Co LLC
CLOSED04,769-4,769-100%$579.1K$0-$579.1K2026-10-14
Summit Global Investments
CLOSED03,814-3,814-100%$463.0K$0-$463.0K2026-10-28
CogentBlue Wealth Advisors, LLC
CLOSED02,281-2,281-100%$277.0K$0-$277.0K2026-10-09
Sepio Capital, LP
CLOSED02,222-2,222-100%$269.8K$0-$269.8K2026-10-22
Precedent Wealth Partners, LLC
CLOSED01,932-1,932-100%$234.6K$0-$234.6K2026-10-21
Bluesphere Advisors LLC
CLOSED01,680-1,680-100%$204.0K$0-$204.0K2026-10-19
Excalibur Management Corp
CLOSED01,668-1,668-100%$202.5K$0-$202.5K2026-11-02
Sterling Capital Management LLC
CLOSED01,190-1,190-100%$144.5K$0-$144.5K2026-10-22
First Horizon Corp
CLOSED0500-500-100%$60.7K$0-$60.7K2026-10-26
Cornerstone Planning Group LLC
CLOSED0443-443-100%$53.7K$0-$53.7K2026-10-16
NBT Bank, N.A.
CLOSED0284-284-100%$34.5K$0-$34.5K2026-10-21
Wellington Grp LLC
CLOSED0226-226-100%$21.1K$0-$21.1K2026-11-06
Stone House Investment Management, LLC
CLOSED028-28-100%$3.4K$0-$3.4K2026-10-23
Cullen T Bankers, Inc.
CLOSED016-16-100%$2.0K$0-$2.0K2026-10-28
Royal Bank of Canada
N/A—106,815,681-106,815,681-100%$13.0B———
Bank of Montreal
N/A—62,731,681-62,731,681-100%$7.6B———
Vanguard Capital Management LLC
N/A—50,840,223-50,840,223-100%$6.2B———
CIBC World Market Inc.
N/A—36,191,962-36,191,962-100%$4.4B———
FIL Ltd
N/A—30,466,572-30,466,572-100%$3.7B———
1832 Asset Management L.P.
N/A—28,083,509-28,083,509-100%$3.4B———
National Bank of Canada
N/A—27,343,546-27,343,546-100%$3.3B———
TD Asset Management Inc
N/A—25,526,617-25,526,617-100%$3.1B———
Norges Bank
N/A—20,021,693-20,021,693-100%$2.4B———
Manufacturers Life Insurance Company, the
N/A—16,944,405-16,944,405-100%$2.1B———
Vanguard Fiduciary Trust Co
N/A—14,821,204-14,821,204-100%$1.8B———
Vanguard Global Advisers, LLC
N/A—12,842,706-12,842,706-100%$1.6B———
Canada Pension Plan Investment Board
N/A—12,683,729-12,683,729-100%$1.5B———
Bank of Nova Scotia
N/A—11,947,977-11,947,977-100%$1.5B———
Connor, Clark & Lunn Investment Management Ltd.
N/A—11,854,139-11,854,139-100%$1.4B———
Massachusetts Financial Services Co
N/A—11,159,532-11,159,532-100%$1.5B———
Federation des caisses Desjardins du Quebec
N/A—10,284,968-10,284,968-100%$1.2B———
Scotia Capital Inc.
N/A—10,259,435-10,259,435-100%$1.2B———
Legal & General Group Plc
N/A—10,216,647-10,216,647-100%$1.2B———
FMR LLC
N/A—10,130,249-10,130,249-100%$1.2B———
JPMorgan Chase & Co
N/A—8,180,040-8,180,040-100%$984.3M———
Goldman Sachs Group Inc
N/A—7,663,475-7,663,475-100%$930.6M———
Morgan Stanley
N/A—6,204,062-6,204,062-100%$753.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—5,667,809-5,667,809-100%$688.5M———
British Columbia Investment Management Corp
N/A—5,234,126-5,234,126-100%$635.8M———
Charles Schwab Investment Management Inc
N/A—5,099,275-5,099,275-100%$619.8M———
Acadian Asset Management LLC
N/A—4,642,131-4,642,131-100%$564.2M———
Picton Mahoney Asset Management
N/A—4,578,596-4,578,596-100%$555.3M———
Bank of America Corp
N/A—4,485,484-4,485,484-100%$544.7M———
UBS Group AG
N/A—4,007,209-4,007,209-100%$486.6M———
Invesco Ltd.
N/A—3,777,066-3,777,066-100%$458.6M———
Vanguard Asset Management, Ltd
N/A—3,461,167-3,461,167-100%$420.8M———
Alberta Investment Management Corp
N/A—3,445,718-3,445,718-100%$418.5M———
Omers Administration Corp
N/A—3,309,223-3,309,223-100%$402.2M———
Public Sector Pension Investment Board
N/A—3,219,104-3,219,104-100%$391.0M———
Caisse de Depot ET Placement DU Quebec
N/A—2,995,594-2,995,594-100%$364.1M———
Capital Research Global Investors
N/A—2,957,960-2,957,960-100%$359.6M———
State Street Corp
N/A—2,802,720-2,802,720-100%$340.3M———
Toronto Dominion Bank
N/A—2,698,321-2,698,321-100%$327.7M———
Mufg Securities (Canada), Ltd.
N/A—2,364,122-2,364,122-100%$287.0M———
BlackRock, Inc.
N/A—1,916,241-1,916,241-100%$232.7M———
Clearbridge Investments, LLC
N/A—1,746,571-1,746,571-100%$210.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,731,101-1,731,101-100%$210.4M———
Aviso Financial Inc.
N/A—1,608,236-1,608,236-100%$195.5M———
Alliancebernstein L.P.
N/A—1,602,333-1,602,333-100%$149.5M———
Dixon Mitchell Investment Counsel Inc.
N/A—1,591,641-1,591,641-100%$193.5M———
Aviva PLC
N/A—1,514,831-1,514,831-100%$183.9M———
Jane Street Group, LLC
N/A—1,469,611-1,469,611-100%$178.5M———
Nuveen, LLC
N/A—1,449,472-1,449,472-100%$176.2M———
Northern Trust Corp
N/A—1,317,944-1,317,944-100%$160.0M———
Scheer, Rowlett & Associates Investment Management Ltd.
N/A—1,310,657-1,310,657-100%$159.2M———
AQR Capital Management LLC
N/A—1,248,989-1,248,989-100%$151.5M———
Guardian Capital LP
N/A—1,237,833-1,237,833-100%$150.5M———
Natixis Advisors, LLC
N/A—1,203,747-1,203,747-100%$146.2M———
Franklin Resources Inc
N/A—1,169,642-1,169,642-100%$142.1M———
Citadel Advisors LLC
N/A—1,168,490-1,168,490-100%$141.9M———
Jones Financial Companies Lllp
N/A—1,122,074-1,122,074-100%$134.2M———
Korea Investment Corp
N/A—1,098,647-1,098,647-100%$133.5M———
Allianz Asset Management GmbH
N/A—1,089,503-1,089,503-100%$132.4M———
American Century Companies Inc
N/A—1,034,827-1,034,827-100%$125.8M———
Hillsdale Investment Management Inc.
N/A—1,019,172-1,019,172-100%$123.8M———
Canada Life Assurance Co
N/A—977,740-977,740-100%$118.2M———
State of Tennessee, Department of Treasury
N/A—954,371-954,371-100%$116.0M———
Two Sigma Investments, LP
N/A—944,156-944,156-100%$114.6M———
Alyeska Investment Group, L.P.
N/A—859,024-859,024-100%$104.3M———
Clark Capital Management Group, Inc.
N/A—841,705-841,705-100%$102.2M———
Jupiter Asset Management LTD
N/A—841,636-841,636-100%$102.3M———
Renaissance Technologies LLC
N/A—815,280-815,280-100%$99.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—807,758-807,758-100%$98.2M———
Vanguard Investments Australia, Ltd.
N/A—790,542-790,542-100%$96.1M———
Intech Investment Management LLC
N/A—762,326-762,326-100%$92.7M———
Bank of Nova Scotia Trust Co
N/A—719,332-719,332-100%$87.3M———
Mufg Securities Emea plc
N/A—700,000-700,000-100%$85.0M———
Bessemer Group Inc
N/A—697,891-697,891-100%$84.7M———
Polar Asset Management Partners Inc.
N/A—652,990-652,990-100%$79.3M———
Neuberger Berman Group LLC
N/A—629,309-629,309-100%$76.5M———
Northwest & Ethical Investments L.P.
N/A—620,742-620,742-100%$75.3M———
Public Employees Retirement System of Ohio
N/A—612,995-612,995-100%$74.5M———
Lazard Asset Management LLC
N/A—593,563-593,563-100%$72.1M———
Arrowstreet Capital, Limited Partnership
N/A—568,793-568,793-100%$69.1M———
BNP Paribas Asset Management Holding S.A.
N/A—561,552-561,552-100%$68.2M———
Millennium Management LLC
N/A—556,764-556,764-100%$67.6M———
State of Wisconsin Investment Board
N/A—550,563-550,563-100%$66.9M———
First Trust Advisors LP
N/A—534,025-534,025-100%$64.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—531,022-531,022-100%$64.5M———
Delaney Capital Management Ltd.
N/A—529,495-529,495-100%$64.3M———
Purpose Unlimited Inc.
N/A—526,435-526,435-100%$64.0M———
Royal London Asset Management LTD
N/A—516,187-516,187-100%$62.7M———
AustralianSuper Pty Ltd
N/A—504,709-504,709-100%$61.3M———
Advisors Capital Management, LLC
N/A—415,292-415,292-100%$50.4M———
Envestnet Asset Management Inc
N/A—413,528-413,528-100%$50.2M———
DJE Kapital AG
N/A—408,112-408,112-100%$49.3M———
Zurich Insurance Group Ltd
N/A—390,811-390,811-100%$47.5M———
Woodbridge Co LTD
N/A—388,202-388,202-100%$47.1M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—378,756-378,756-100%$46.0M———
Harvest Portfolios Group Inc.
N/A—368,903-368,903-100%$44.9M———
Raymond James Financial Inc
N/A—345,658-345,658-100%$42.0M———
Wellington Management Group LLP
N/A—324,641-324,641-100%$39.5M———
Wells Fargo & Company
N/A—322,910-322,910-100%$39.2M———
Varma Mutual Pension Insurance Co
N/A—299,998-299,998-100%$36.5M———
Investment Management Corp of Ontario
N/A—286,585-286,585-100%$34.8M———
Andra Ap-fonden
N/A—270,579-270,579-100%$46.7M———
USS Investment Management Ltd
N/A—252,025-252,025-100%$30.6M———
Ninepoint Partners LP
N/A—246,256-246,256-100%$29.9M———
Coleford Investment Management Ltd.
N/A—236,780-236,780-100%$28.7M———
SIG North Trading, ULC
N/A—217,667-217,667-100%$26.4M———
Jupiter Topco LLC
N/A—215,477-215,477-100%$26.2M———
Qube Research & Technologies Ltd
N/A—214,982-214,982-100%$26.1M———
Mediolanum International Funds Ltd
N/A—213,758-213,758-100%$25.7M———
Susquehanna Fundamental Investments, LLC
N/A—202,900-202,900-100%$24.6M———
Quantinno Capital Management LP
N/A—192,611-192,611-100%$23.4M———
Portland Investment Counsel Inc.
N/A—186,700-186,700-100%$22.7M———
Nicola Wealth Management Ltd.
N/A—183,802-183,802-100%$22.3M———
HighTower Advisors, LLC
N/A—182,119-182,119-100%$22.1M———
HRT Financial LP
N/A—178,265-178,265-100%$21.6M———
Utah Retirement Systems
N/A—166,849-166,849-100%$20.3M———
Danica Pension, Livsforsikringsaktieselskab
N/A—156,280-156,280-100%$26.9M———
Man Group plc
N/A—136,115-136,115-100%$16.5M———
Lord, Abbett & Co. LLC
N/A—135,205-135,205-100%$16.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—128,869-128,869-100%$15.7M———
Claret Asset Management Corp
N/A—124,169-124,169-100%$15.1M———
O'shaughnessy Asset Management, LLC
N/A—122,827-122,827-100%$14.9M———
Susquehanna International Group, LLP
N/A—115,810-115,810-100%$14.1M———
PCJ Investment Counsel Ltd.
N/A—111,100-111,100-100%$13.5M———
HSBC Holdings PLC
N/A—108,054-108,054-100%$13.1M———
Cumberland Partners Ltd
N/A—97,731-97,731-100%$11.9M———
Causeway Capital Management LLC
N/A—97,238-97,238-100%$11.8M———
Cetera Investment Advisers
N/A—95,261-95,261-100%$11.6M———
Mariner, LLC
N/A—93,485-93,485-100%$11.4M———
Fiduciary Trust Co
N/A—85,740-85,740-100%$10.4M———
D. E. Shaw & Co., Inc.
N/A—83,700-83,700-100%$10.2M———
Capital World Investors
N/A—82,501-82,501-100%$10.0M———
Dkrt Investments Corp.
N/A—75,000-75,000-100%$9.1M———
Ameriprise Financial Inc
N/A—73,350-73,350-100%$11.0M———
K.J. Harrison & Partners Inc
N/A—70,814-70,814-100%$8.6M———
Beaton Management Co. Inc.
N/A—70,456-70,456-100%$8.6M———
Manning & Napier Advisors LLC
N/A—70,292-70,292-100%$8.5M———
Capital Fund Management S.A.
N/A—66,971-66,971-100%$8.1M———
Credit Agricole S A
N/A—64,413-64,413-100%$7.8M———
Worldquant Millennium Advisors LLC
N/A—62,432-62,432-100%$7.6M———
Ensign Peak Advisors, Inc
N/A—60,453-60,453-100%$7.3M———
Van Eck Associates Corp
N/A—60,071-60,071-100%$7.3M———
Cerity Partners LLC
N/A—59,372-59,372-100%$7.2M———
JTC Employer Solutions Trustee Ltd
N/A—58,079-58,079-100%$7.0M———
Osaic Holdings, Inc.
N/A—57,696-57,696-100%$7.0M———
Osmosis Investment Management UK Ltd
N/A—56,476-56,476-100%$6.9M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—52,374-52,374-100%$6.4M———
Vanguard Personalized Indexing Management, LLC
N/A—50,193-50,193-100%$6.1M———
Tidal Investments LLC
N/A—48,237-48,237-100%$5.9M———
Focus Partners Wealth
N/A—48,148-48,148-100%$5.8M———
Tacita Capital Inc
N/A—46,754-46,754-100%$5.7M———
Northwestern Mutual Wealth Management Co
N/A—43,566-43,566-100%$5.3M———
Orion Porfolio Solutions, LLC
N/A—43,078-43,078-100%$5.2M———
Stifel Financial Corp
N/A—40,748-40,748-100%$4.9M———
Metis Global Partners, LLC
N/A—39,332-39,332-100%$4.8M———
MML Investors Services, LLC
N/A—39,211-39,211-100%$4.8M———
M&T Bank Corp
N/A—38,946-38,946-100%$4.7M———
Voya Investment Management LLC
N/A—35,300-35,300-100%$4.3M———
Rockefeller Capital Management L.P.
N/A—34,789-34,789-100%$4.2M———
Evelyn Partners Group Ltd
N/A—33,989-33,989-100%$4.1M———
Rathbones Group PLC
N/A—30,814-30,814-100%$3.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—30,351-30,351-100%$3.7M———
Janney Montgomery Scott LLC
N/A—29,802-29,802-100%$3.6M———
Equitable Holdings, Inc.
N/A—29,443-29,443-100%$3.6M———
BNP Paribas Financial Markets
N/A—28,710-28,710-100%$3.5M———
Sumitomo Life Insurance Co
N/A—28,467-28,467-100%$3.5M———
&partners
N/A—28,164-28,164-100%$3.4M———
IEQ Capital, LLC
N/A—27,942-27,942-100%$3.4M———
Danske Bank A/S
N/A—27,721-27,721-100%$3.4M———
WealthTrust Axiom LLC
N/A—26,340-26,340-100%$3.2M———
Captrust Financial Advisors
N/A—26,328-26,328-100%$3.2M———
Resources Management Corp
N/A—25,941-25,941-100%$3.2M———
Pathstone Holdings, LLC
N/A—25,660-25,660-100%$3.1M———
Mercer Global Advisors Inc
N/A—25,541-25,541-100%$3.1M———
Empowered Funds, LLC
N/A—24,835-24,835-100%$3.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—24,815-24,815-100%$3.0M———
Steward Partners Investment Advisory, LLC
N/A—24,038-24,038-100%$2.9M———
Algert Global LLC
N/A—23,657-23,657-100%$2.9M———
LRI Investments, LLC
N/A—23,632-23,632-100%$2.9M———
Morningstar Investment Management LLC
N/A—23,553-23,553-100%$2.2M———
Sequoia Financial Advisors, LLC
N/A—23,508-23,508-100%$2.9M———
Park Circle Co
N/A—23,300-23,300-100%$2.8M———
Tower Research Capital LLC (TRC)
N/A—23,041-23,041-100%$2.8M———
Te Ahumairangi Investment Management Ltd
N/A—22,932-22,932-100%$2.8M———
Donaldson Capital Management, LLC
N/A—22,810-22,810-100%$2.8M———
Bleakley Financial Group, LLC
N/A—22,765-22,765-100%$2.8M———
Horizon Kinetics Asset Management LLC
N/A—22,450-22,450-100%$2.7M———
Weaver C. Barksdale & Associates, Inc.
N/A—21,931-21,931-100%$2.7M———
PDT Partners, LLC
N/A—21,674-21,674-100%$2.6M———
Stratos Wealth Partners, Ltd.
N/A—21,257-21,257-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—20,893-20,893-100%$2.5M———
Sanctuary Advisors, LLC
N/A—20,326-20,326-100%$2.5M———
SEI Investments Co
N/A—19,737-19,737-100%$2.4M———
Principal Securities, Inc.
N/A—19,208-19,208-100%$2.3M———
Prudential PLC
N/A—18,567-18,567-100%$2.3M———
Hudson Portfolio Management LLC
N/A—18,158-18,158-100%$2.2M———
Foster & Motley Inc
N/A—16,839-16,839-100%$2.0M———
Qtron Investments LLC
N/A—16,745-16,745-100%$2.0M———
SOA Wealth Advisors, Llc.
N/A—15,901-15,901-100%$15.9K———
Beacon Pointe Advisors, LLC
N/A—15,783-15,783-100%$1.9M———
Williamson Legacy Group, LLC
N/A—15,781-15,781-100%$1.9M———
Private Advisor Group, LLC
N/A—15,729-15,729-100%$1.9M———
Syon Capital LLC
N/A—15,592-15,592-100%$1.9M———
AE Wealth Management LLC
N/A—15,172-15,172-100%$1.8M———
Glenmede Trust Co NA
N/A—14,680-14,680-100%$1.8M———
Caprock Group, LLC
N/A—14,593-14,593-100%$1.8M———
EP Wealth Advisors, LLC
N/A—13,524-13,524-100%$1.6M———
NorthCoast Asset Management LLC
N/A—12,948-12,948-100%$1.6M———
Callan Family Office, LLC
N/A—12,756-12,756-100%$1.5M———
Ballentine Partners, LLC
N/A—12,733-12,733-100%$1.5M———
HM Payson & Co
N/A—12,599-12,599-100%$1.5M———
Marshall Wace, LLP
N/A—12,500-12,500-100%$1.5M———
Mount Lucas Management LP
N/A—12,438-12,438-100%$1.5M———
PCM Encore, LLC
N/A—12,015-12,015-100%$1.5M———
Balanced Rock Investment Advisors LLC
N/A—11,776-11,776-100%$1.4M———
Commerce Bank
N/A—11,284-11,284-100%$1.4M———
Brevan Howard Capital Management LP
N/A—11,223-11,223-100%$1.4M———
Chesapeake Capital Corp
N/A—10,883-10,883-100%$1.3M———
Bridgewater Advisors Inc.
N/A—10,811-10,811-100%$1.3M———
Magnetar Financial LLC
N/A—10,343-10,343-100%$1.3M———
ExodusPoint Capital Management, LP
N/A—10,100-10,100-100%$1.2M———
Avalon Trust Co
N/A—10,000-10,000-100%$1.2M———
NewEdge Advisors, LLC
N/A—9,316-9,316-100%$1.1M———
SummitTX Capital, L.P.
N/A—9,075-9,075-100%$1.1M———
XTX Topco Ltd
N/A—8,868-8,868-100%$1.1M———
Essex Financial Services, Inc.
N/A—8,865-8,865-100%$1.1M———
DRW Securities, LLC
N/A—8,800-8,800-100%$1.1M———
QRG Capital Management, Inc.
N/A—8,727-8,727-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—8,716-8,716-100%$1.1M———
Rhumbline Advisers
N/A—8,673-8,673-100%$1.1M———
Wellington-Altus USA Inc.
N/A—8,449-8,449-100%$813.4K———
Vident Advisory, LLC
N/A—7,962-7,962-100%$966.9K———
Arax Advisory Partners
N/A—7,926-7,926-100%$962.4K———
Quantbot Technologies LP
N/A—7,749-7,749-100%$941.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,705-7,705-100%$935.6K———
Allianz SE
N/A—7,650-7,650-100%$929.8K———
Westwood Holdings Group Inc
N/A—7,590-7,590-100%$922.5K———
LGT Group Foundation
N/A—7,580-7,580-100%$920.7K———
Brown Advisory Inc
N/A—7,576-7,576-100%$920.0K———
Sivia Capital Partners, LLC
N/A—7,574-7,574-100%$919.7K———
Main Street Financial Solutions, LLC
N/A—7,415-7,415-100%$900.4K———
One Capital Management, LLC
N/A—7,269-7,269-100%$676.9K———
Checchi Capital Advisers, LLC
N/A—7,173-7,173-100%$871.0K———
Waterloo Capital, L.P.
N/A—7,045-7,045-100%$855.5K———
IFG Advisory, LLC
N/A—7,045-7,045-100%$855.5K———
Gateway Wealth Partners, LLC
N/A—7,006-7,006-100%$850.7K———
World Investment Advisors
N/A—6,619-6,619-100%$663.8K———
SHP Wealth Management
N/A—6,609-6,609-100%$802.5K———
Ranch Capital Advisors Inc.
N/A—6,416-6,416-100%$779.1K———
Edmond de Rothschild Holding S.A.
N/A—6,408-6,408-100%$776.2K———
Keynote Financial Services LLC
N/A—6,312-6,312-100%$766.5K———
Fidelis Capital Partners, LLC
N/A—6,224-6,224-100%$755.8K———
Two Sigma Securities, LLC
N/A—6,032-6,032-100%$732.5K———
Pure Financial Advisors, LLC
N/A—5,962-5,962-100%$724.0K———
Davis R M Inc
N/A—5,949-5,949-100%$722.4K———
BFC Planning, Inc.
N/A—5,947-5,947-100%$722.2K———
Edgestream Partners, L.P.
N/A—5,918-5,918-100%$718.6K———
United Capital Financial Advisors, LLC
N/A—5,680-5,680-100%$689.7K———
SlateStone Wealth, LLC
N/A—5,544-5,544-100%$673.0K———
Cary Street Partners Financial LLC
N/A—5,490-5,490-100%$666.6K———
MAI Capital Management
N/A—5,456-5,456-100%$662.6K———
Legacy Financial Advisors, Inc.
N/A—5,338-5,338-100%$648.2K———
Wealth Management Associates, Inc.
N/A—5,279-5,279-100%$641.0K———
Blair William & Co
N/A—5,259-5,259-100%$638.6K———
Twin Tree Management, LP
N/A—5,220-5,220-100%$633.9K———
M. Kulyk & Associates, LLC
N/A—5,212-5,212-100%$632.9K———
Global Retirement Partners, LLC
N/A—5,088-5,088-100%$617.8K———
Point72 Asset Management, L.P.
N/A—4,992-4,992-100%$602.2K———
Baird Financial Group, Inc.
N/A—4,965-4,965-100%$602.9K———
UBS Asset Management Americas LLC
N/A—4,926-4,926-100%$598.2K———
Hemenway Trust Co LLC
N/A—4,875-4,875-100%$592.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,853-4,853-100%$589.3K———
Great Valley Advisor Group, Inc.
N/A—4,797-4,797-100%$582.5K———
Empirical Asset Management, LLC
N/A—4,747-4,747-100%$576.4K———
Tower Bridge Advisors
N/A—4,699-4,699-100%$570.6K———
Fiduciary Group, LLC
N/A—4,663-4,663-100%$566.2K———
Focus Partners Advisor Solutions, LLC
N/A—4,524-4,524-100%$549.3K———
Wealthspire Advisors, LLC
N/A—4,522-4,522-100%$549.1K———
Rehmann Capital Advisory Group
N/A—4,313-4,313-100%$523.8K———
Maverick Capital LTD
N/A—4,262-4,262-100%$517.7K———
Warner Group LLC
N/A—4,144-4,144-100%$503.2K———
Waverly Advisors, LLC
N/A—4,134-4,134-100%$502.0K———
West Family Investments, Inc.
N/A—4,128-4,128-100%$501.3K———
Pinnacle Financial Partners, Inc.
N/A—4,025-4,025-100%$488.8K———
GMT Capital Corp
N/A—3,960-3,960-100%$480.9K———
Pine Valley Investments Ltd Liability Co
N/A—3,924-3,924-100%$476.5K———
Independent Advisor Alliance
N/A—3,888-3,888-100%$472.1K———
CIBC Bancorp USA Inc.
N/A—3,764-3,764-100%$576.2K———
Coldstream Capital Management Inc
N/A—3,757-3,757-100%$456.3K———
Benjamin Edwards Inc
N/A—3,650-3,650-100%$443.2K———
Legacy Capital Group California, Inc.
N/A—3,638-3,638-100%$441.7K———
CVA Family Office, LLC
N/A—3,617-3,617-100%$439.2K———
Flatrock Wealth Partners LLC
N/A—3,585-3,585-100%$435.4K———
Brown Brothers Harriman & Co
N/A—3,571-3,571-100%$433.6K———
Mosaic Advisors LLC
N/A—3,550-3,550-100%$431.1K———
Hexagon Capital Partners LLC
N/A—3,514-3,514-100%$426.7K———
Sound View Wealth Advisors Group, LLC
N/A—3,513-3,513-100%$426.6K———
Guggenheim Capital LLC
N/A—3,478-3,478-100%$422.3K———
Arkadios Wealth Advisors
N/A—3,407-3,407-100%$413.7K———
Transamerica Financial Advisors, LLC
N/A—3,370-3,370-100%$409.3K———
Leavell Investment Management, Inc.
N/A—3,350-3,350-100%$406.8K———
Savvy Advisors, Inc.
N/A—3,348-3,348-100%$406.5K———
OneAscent Family Office, LLC
N/A—3,347-3,347-100%$406.4K———
Berger Financial Group, Inc
N/A—3,341-3,341-100%$405.7K———
Venturi Wealth Management, LLC
N/A—3,256-3,256-100%$395.4K———
Shelton Capital Management
N/A—3,235-3,235-100%$392.8K———
Western Wealth Management, LLC
N/A—3,156-3,156-100%$383.3K———
Spartan Wealth Advisory Services LLC
N/A—3,145-3,145-100%$381.9K———
Capstone Investment Advisors, LLC
N/A—3,141-3,141-100%$381.4K———
Dynamic Technology Lab Private Ltd
N/A—3,110-3,110-100%$378.0K———
Stonebrook Private Inc.
N/A—3,092-3,092-100%$375.4K———
Atlas Capital Advisors Inc.
N/A—3,071-3,071-100%$372.9K———
Cresset Asset Management, LLC
N/A—3,057-3,057-100%$371.2K———
Payne Capital LLC
N/A—3,050-3,050-100%$370.4K———
Advisory Services Network, LLC
N/A—3,030-3,030-100%$367.9K———
Caption Management, LLC
N/A—3,000-3,000-100%$364.3K———
Marex Group Ltd
N/A—2,919-2,919-100%$354.5K———
Johnson Investment Counsel Inc
N/A—2,909-2,909-100%$353.2K———
Virtus Advisers, LLC
N/A—2,907-2,907-100%$501.3K———
Calton & Associates, Inc.
N/A—2,905-2,905-100%$352.8K———
Peapack Gladstone Financial Corp
N/A—2,867-2,867-100%$348.0K———
Saturna Capital Corp
N/A—2,850-2,850-100%$346.1K———
RiverFront Investment Group, LLC
N/A—2,789-2,789-100%$338.7K———
RWA Wealth Partners, LLC
N/A—2,729-2,729-100%$331.4K———
Modern Wealth Management, LLC
N/A—2,689-2,689-100%$326.6K———
NorthRock Partners, LLC
N/A—2,671-2,671-100%$324.3K———
Geneos Wealth Management Inc.
N/A—2,667-2,667-100%$323.9K———
Seeds Investor LLC
N/A—2,636-2,636-100%$320.1K———
Silver OAK Securities, Incorporated
N/A—2,602-2,602-100%$316.0K———
Kingsview Wealth Management, LLC
N/A—2,576-2,576-100%$312.8K———
Choate Investment Advisors
N/A—2,558-2,558-100%$310.6K———
Prosperity Consulting Group, LLC
N/A—2,529-2,529-100%$307.1K———
Whalerock Point Partners, LLC
N/A—2,525-2,525-100%$306.6K———
Omnia Family Wealth, LLC
N/A—2,504-2,504-100%$304.1K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,465-2,465-100%$299.3K———
AFT, Forsyth & Company, Inc.
N/A—2,450-2,450-100%$297.5K———
Stock Yards Bank & Trust Co
N/A—2,414-2,414-100%$293.1K———
Hill Investment Group Partners, LLC
N/A—2,398-2,398-100%$291.2K———
Wescott Financial Advisory Group, LLC
N/A—2,364-2,364-100%$287.1K———
Summit Financial, LLC
N/A—2,346-2,346-100%$284.9K———
PFG Investments, LLC
N/A—2,333-2,333-100%$283.3K———
Kiley Juergens Wealth Management, LLC
N/A—2,325-2,325-100%$282.3K———
Centaurus Financial, Inc.
N/A—2,310-2,310-100%$280.0K———
Cape ANN Savings Bank
N/A—2,254-2,254-100%$273.7K———
Smartleaf Asset Management LLC
N/A—2,220-2,220-100%$267.1K———
Envestnet Portfolio Solutions, Inc.
N/A—2,217-2,217-100%$269.2K———
Zevin Asset Management LLC
N/A—2,204-2,204-100%$267.6K———
MJP Associates Inc
N/A—2,197-2,197-100%$266.8K———
Massar Capital Management, LP
N/A—2,161-2,161-100%$262.4K———
Empower Advisory Group, LLC
N/A—2,155-2,155-100%$261.7K———
Pallas Capital Advisors LLC
N/A—2,113-2,113-100%$256.6K———
Foundations Investment Advisors, LLC
N/A—2,077-2,077-100%$252.2K———
Drive Wealth Management, LLC
N/A—2,053-2,053-100%$249.3K———
Beck Mack & Oliver LLC
N/A—2,000-2,000-100%$242.9K———
Kovack Advisors, Inc.
N/A—1,974-1,974-100%$239.8K———
Evolve Private Wealth, LLC
N/A—1,972-1,972-100%$239.4K———
National Philanthropic Trust
N/A—1,946-1,946-100%$236.3K———
Mayflower Financial Advisors, LLC
N/A—1,933-1,933-100%$234.7K———
Waddell & Associates, LLC
N/A—1,908-1,908-100%$231.7K———
Moneta Group Investment Advisors LLC
N/A—1,904-1,904-100%$231.2K———
Tocqueville Asset Management L.P.
N/A—1,900-1,900-100%$230.7K———
Meadowbrook Advisors Group, LLC
N/A—1,890-1,890-100%$229.5K———
Sargent Investment Group, LLC
N/A—1,878-1,878-100%$228.0K———
Harbour Investments, Inc.
N/A—1,864-1,864-100%$226.4K———
Notis-McConarty Edward
N/A—1,800-1,800-100%$218.6K———
Composition Wealth, LLC
N/A—1,787-1,787-100%$217.0K———
Jackson Thornton Wealth Management, LLC
N/A—1,775-1,775-100%$215.5K———
Keel Point, LLC
N/A—1,761-1,761-100%$213.9K———
Howe & Rusling Inc
N/A—1,745-1,745-100%$211.9K———
Beacon Investment Advisors LLC
N/A—1,734-1,734-100%$210.6K———
Stephens Inc
N/A—1,714-1,714-100%$208.1K———
Flputnam Investment Management Co
N/A—1,703-1,703-100%$206.8K———
Gladstone Institutional Advisory LLC
N/A—1,682-1,682-100%$204.2K———
Capital Analysts, LLC
N/A—1,622-1,622-100%$197.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,600-1,600-100%$194.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,512-1,512-100%$183.2K———
Huntington National Bank
N/A—1,463-1,463-100%$177.7K———
Medallion Wealth Advisors, LLC
N/A—1,423-1,423-100%$172.8K———
SouthState Bank Corp
N/A—1,135-1,135-100%$137.8K———
LOM Asset Management Ltd
N/A—1,107-1,107-100%$134.4K———
Atlantic Union Bankshares Corp
N/A—1,050-1,050-100%$127.5K———
Crews Bank & Trust
N/A—1,020-1,020-100%$123.9K———
EFG International AG
N/A—1,005-1,005-100%$121.5K———
Sittner & Nelson, LLC
N/A—1,000-1,000-100%$121.4K———
NI Acquisitions Company, LLC
N/A—990-990-100%$120.2K———
Colonial Trust Co / SC
N/A—867-867-100%$105.3K———
Cary Street Partners Investment Advisory LLC
N/A—863-863-100%$104.8K———
Groupe la Francaise
N/A—714-714-100%$86.8K———
CNB Bank
N/A—690-690-100%$83.8K———
Walleye Capital LLC
N/A—687-687-100%$83.4K———
Brentview Investment Management LLC
N/A—671-671-100%$81.5K———
Bruce G. Allen Investments, LLC
N/A—662-662-100%$80.4K———
Corient IA LP
N/A—640-640-100%$77.7K———
Godfrey Financial Associates, Inc.
N/A—624-624-100%$75.8K———
Measured Wealth Private Client Group, LLC
N/A—547-547-100%$66.5K———
McMillan Office, Inc.
N/A—531-531-100%$64.5K———
Colonial Trust Advisors
N/A—515-515-100%$62.6K———
Basecamp Wealth Advisors LLC
N/A—514-514-100%$62.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—500-500-100%$60.7K———
Logan Capital Management Inc
N/A—496-496-100%$60.2K———
ST Germain D J Co Inc
N/A—486-486-100%$59.0K———
Millstone Evans Group, LLC
N/A—450-450-100%$54.6K———
Park Place Capital Corp
N/A—419-419-100%$50.9K———
Sachetta, LLC
N/A—415-415-100%$50.4K———
Smithfield Trust Co
N/A—376-376-100%$46.0K———
Cbiz Investment Advisory Services, LLC
N/A—360-360-100%$33.6K———
Continuum Advisory, LLC
N/A—350-350-100%$42.5K———
Harvest Fund Management Co., Ltd
N/A—317-317-100%$38———
Strategic Wealth Partners, Ltd.
N/A—259-259-100%$31.5K———
Caldwell Sutter Capital, Inc.
N/A—259-259-100%$31.5K———
Prestige Wealth Management Group LLC
N/A—244-244-100%$29.6K———
Ramirez Asset Management, Inc.
N/A—235-235-100%$28.5K———
Cornerstone Financial Management LLC
N/A—218-218-100%$26.5K———
Penserra Capital Management LLC
N/A—214-214-100%$25———
Ancora Advisors LLCA
N/A—200-200-100%$24.3K———
BOK Financial Private Wealth, Inc.
N/A—185-185-100%$22.5K———
Synergy Investment Management, LLC
N/A—182-182-100%$22.2K———
Kilter Group LLC
N/A—168-168-100%$20.4K———
Highland Investment Advisors LLC
N/A—165-165-100%$20.0K———
Fourth Dimension Wealth, LLC
N/A—150-150-100%$18.3K———
Delos Wealth Advisors, LLC
N/A—115-115-100%$14.0K———
Raffa Wealth Management, LLC
N/A—103-103-100%$12.5K———
Bogart Wealth, LLC
N/A—100-100-100%$12.1K———
Aventura Private Wealth, LLC
N/A—85-85-100%$10.3K———
JPL Wealth Management, LLC
N/A—82-82-100%$10.0K———
Park Square Financial Group, LLC
N/A—77-77-100%$9.4K———
Marshall Investment Management, LLC
N/A—72-72-100%$8.7K———
Westend Capital Management, LLC
N/A—60-60-100%$7.3K———
Crewe Advisors LLC
N/A—59-59-100%$7.2K———
FWL Investment Management, LLC
N/A—49-49-100%$6.0K———
Vanguard National Trust Co
N/A—47-47-100%$5.7K———
Fiduciary Financial Advisors
N/A—46-46-100%$5.3K———
Ravenstone Capital Management Inc.
N/A—40-40-100%$4.9K———
Elequin Capital, LP
N/A—35-35-100%$4.3K———
Vision Retirement, LLC
N/A—35-35-100%$4.3K———
Steigerwald, Gordon & Koch Inc.
N/A—30-30-100%$3.6K———
TD Capital Management LLC
N/A—27-27-100%$3.3K———
N.E.W. Advisory Services LLC
N/A—24-24-100%$2.9K———
Copia Wealth Management
N/A—19-19-100%$2.3K———
Horizon Investments, LLC
N/A—13-13-100%$1.6K———
Hantz Financial Services, Inc.
N/A—8-8-100%$1———
Atlantic Private Wealth, LLC
N/A—8-8-100%$971———
Quarry LP
N/A—4-4-100%$486———
Private Wealth Asset Management, LLC
N/A—2-2-100%$243———
Cheviot Value Management, LLC
N/A—1-1-100%$121———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 941 of 941 institutions