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Toyota Motor Corp (TM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares7,296,591 from 7,202,123
Change+94,468 (+1%)
Value$1.3B (+$123.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares230,849 from 219,611
Change+11,238 (+5%)
Value$42.3M (+$5.3M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares148,482 from 113,469
Change+35,013 (+31%)
Value$27.2M (+$8.1M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares121,445 from 127,799
Change-6,354 (-5%)
Value$22.2M (+$712.5K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares66,771 from 62,277
Change+4,494 (+7%)
Value$12.2M (+$1.7M)
Filed 2026-11-05
Altrius Capital Management Inc
INCREASED
Shares60,760 from 57,767
Change+2,993 (+5%)
Value$11.1M (+$1.4M)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares56,648 from 56,741
Change-93 (0%)
Value$10.4M (+$815.9K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares48,506 from 17,563
Change+30,943 (+176%)
Value$8.9M (+$5.9M)
Filed 2026-11-06
Moran Wealth Management, LLC
INCREASED
Shares43,529 from 40,653
Change+2,876 (+7%)
Value$8.0M (+$1.1M)
Filed 2026-10-22
Quadrant Capital Group LLC
INCREASED
Shares43,292 from 23,074
Change+20,218 (+88%)
Value$8.2M (+$4.3M)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares38,736 from 38,736
Change0 (0%)
Value$7.1M (+$568.6K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares37,286 from 44,057
Change-6,771 (-15%)
Value$6.8K (-$7.4M)
Filed 2026-10-29
Amanah Holdings Trust
UNCHANGED
Shares37,000 from 37,000
Change0 (0%)
Value$6.8M (+$543.2K)
Filed 2026-10-23
Live Oak Private Wealth LLC
INCREASED
Shares36,580 from 36,105
Change+475 (+1%)
Value$6.7M (+$617.0K)
Filed 2026-11-02
Inspire Trust Co, N.A.
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$6.4M (+$513.8K)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$5.5M (+$440.4K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares29,519 from 20,572
Change+8,947 (+43%)
Value$5.4M (+$1.9M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares29,304 from 28,084
Change+1,220 (+4%)
Value$5.4M (+$635.7K)
Filed 2026-11-06
Ethic Inc.
DECREASED
Shares27,429 from 31,866
Change-4,437 (-14%)
Value$5.0M (-$344.7K)
Filed 2026-11-03
Factory Mutual Insurance Co
UNCHANGED
Shares26,698 from 26,698
Change0 (0%)
Value$4.9M (+$391.9K)
Filed 2026-10-30
Cardinal Capital Management
INCREASED
Shares26,169 from 24,586
Change+1,583 (+6%)
Value$4.8M (+$650.8K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares26,030 from 19,877
Change+6,153 (+31%)
Value$4.8M (+$1.4M)
Filed 2026-10-29
Vantage Investment Partners, LLC
DECREASED
Shares25,781 from 85,781
Change-60,000 (-70%)
Value$4.7M (-$9.7M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares24,727 from 17,847
Change+6,880 (+39%)
Value$4.5M (+$1.5M)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
DECREASED
Shares24,120 from 37,369
Change-13,249 (-35%)
Value$4.4M (-$1.9M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,853 from 20,050
Change+2,803 (+14%)
Value$4.3M (+$712.7K)
Filed 2026-10-13
Americana Partners, LLC
DECREASED
Shares22,825 from 23,294
Change-469 (-2%)
Value$4.2M (+$256.1K)
Filed 2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares22,553 from 22,553
Change0 (0%)
Value$3.8M ($0)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares21,251 from 19,581
Change+1,670 (+9%)
Value$3.9M (+$593.2K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares20,835 from 12,563
Change+8,272 (+66%)
Value$3.8M (+$1.4M)
Filed 2026-11-06
apricus wealth, LLC
INCREASED
Shares19,464 from 18,424
Change+1,040 (+6%)
Value$3.6M (+$460.9K)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares18,512 from 41,172
Change-22,660 (-55%)
Value$3.4M (-$3.5M)
Filed 2026-10-16
Gold Investment Management Ltd.
INCREASED
Shares18,282 from 18,093
Change+189 (+1%)
Value$3.3M (+$300.2K)
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares17,060 from 8,891
Change+8,169 (+92%)
Value$3.1M (+$1.6M)
Filed 2026-10-23
ABC Arbitrage SA
NEW
Shares16,725
Change+16,725
Value$3.1M
Filed 2026-10-23
Hohimer Wealth Management, LLC
DECREASED
Shares16,190 from 16,924
Change-734 (-4%)
Value$3.0M (+$114.1K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares16,039 from 16,039
Change0 (0%)
Value$3.0M (+$246.2K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED
Shares13,436 from 11,887
Change+1,549 (+13%)
Value$2.5M (+$446.6K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares13,025 from 11,921
Change+1,104 (+9%)
Value$2.4M (+$377.0K)
Filed 2026-10-30
Aaron Wealth Advisors LLC
INCREASED
Shares12,536 from 11,231
Change+1,305 (+12%)
Value$2.3M (+$403.8K)
Filed 2026-10-13
Pittenger & Anderson Inc
DECREASED
Shares12,450 from 15,325
Change-2,875 (-19%)
Value$2.3M (-$301.4K)
Filed 2026-11-02
Ellsworth Advisors, LLC
INCREASED
Shares12,347 from 11,985
Change+362 (+3%)
Value$2.3M (+$140.3K)
Filed 2026-10-15
Ritholtz Wealth Management
DECREASED
Shares12,206 from 12,554
Change-348 (-3%)
Value$2.2M (+$120.5K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares12,184 from 17,717
Change-5,533 (-31%)
Value$2.2K (-$3.0M)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares12,043 from 8,880
Change+3,163 (+36%)
Value$2.2M (+$707.6K)
Filed 2026-10-08
Lockheed Martin Investment Management Co
DECREASED
Shares11,920 from 12,480
Change-560 (-4%)
Value$2.2M (+$80.7K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares11,911 from 107,841
Change-95,930 (-89%)
Value$2.2M (-$16.0M)
Filed 2026-11-04
Eagle Global Advisors LLC
DECREASED
Shares11,139 from 11,199
Change-60 (-1%)
Value$2.0M (+$153.4K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares11,040 from 8,406
Change+2,634 (+31%)
Value$2.0M (+$605.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,702 from 10,070
Change+632 (+6%)
Value$2.0K (-$1.7M)
Filed 2026-11-02
Alliance Private Wealth, LLC
DECREASED
Shares10,465 from 11,905
Change-1,440 (-12%)
Value$1.9M (-$88.9K)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares10,294 from 9,349
Change+945 (+10%)
Value$1.9M (+$310.3K)
Filed 2026-10-29
Keybank National Association
INCREASED
Shares10,147 from 8,235
Change+1,912 (+23%)
Value$1.9M (+$471.0K)
Filed 2026-11-04
Greenfield Seitz Capital Management, LLC
DECREASED
Shares9,942 from 10,012
Change-70 (-1%)
Value$1.8M (+$134.2K)
Filed 2026-10-29
Robinson Value Management, Ltd.
DECREASED
Shares9,922 from 10,228
Change-306 (-3%)
Value$1.8M (+$94.1K)
Filed 2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares9,590 from 9,590
Change0 (0%)
Value$1.8M (+$140.8K)
Filed 2026-11-05
Lester Murray Antman dba SimplyRich
DECREASED
Shares9,406 from 15,503
Change-6,097 (-39%)
Value$1.7M (+$173.3K)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED
Shares9,197 from 7,150
Change+2,047 (+29%)
Value$1.7M (+$479.8K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares9,196 from 7,970
Change+1,226 (+15%)
Value$1.7M (+$341.5K)
Filed 2026-11-02
Bailard, Inc.
INCREASED
Shares8,744 from 8,287
Change+457 (+6%)
Value$1.6M (+$205.5K)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares8,498 from 8,360
Change+138 (+2%)
Value$1.6M (+$148.0K)
Filed 2026-11-05
GFS Advisors, LLC
INCREASED
Shares8,193 from 8,185
Change+8 (+0%)
Value$1.5M (+$121.5K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares7,850 from 7,553
Change+297 (+4%)
Value$1.4M (+$165.3K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares7,633 from 7,134
Change+499 (+7%)
Value$1.4M (+$182.0K)
Filed 2026-10-16
Level Four Advisory Services, LLC
DECREASED
Shares7,444 from 7,952
Change-508 (-6%)
Value$1.4M (+$23.7K)
Filed 2026-11-06
Xponance LLC
INCREASED
Shares7,191 from 6,761
Change+430 (+6%)
Value$1.3M (+$178.0K)
Filed 2026-11-03
Grey Ledge Advisors, LLC
DECREASED
Shares7,129 from 7,359
Change-230 (-3%)
Value$1.3M (+$65.9K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,861 from 7,064
Change-203 (-3%)
Value$1.3M (+$66.6K)
Filed 2026-10-20
Community Bank & Trust, Waco, Texas
DECREASED
Shares6,810 from 6,841
Change-31 (0%)
Value$1.2K (-$1.2M)
Filed 2026-10-19
Summit Securities Group LLC
INCREASED
Shares6,800 from 1,600
Change+5,200 (+325%)
Value$1.2M (+$975.6K)
Filed 2026-11-05
Henry James International Management Inc.
UNCHANGED
Shares6,738 from 6,738
Change0 (0%)
Value$1.2M (+$98.9K)
Filed 2026-10-14
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares6,544 from 6,062
Change+482 (+8%)
Value$1.2M (+$177.3K)
Filed 2026-10-14
LSV Asset Management
DECREASED
Shares6,338 from 7,290
Change-952 (-13%)
Value$1.2K (-$1.2M)
Filed 2026-11-06
Bank of Stockton
DECREASED
Shares6,056 from 6,315
Change-259 (-4%)
Value$1.1M (+$45.3K)
Filed 2026-10-20
Axxion S.A.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.1M (+$88.1K)
Filed 2026-10-22
Adkins Seale Capital Management LLC
INCREASED
Shares5,923 from 932
Change+4,991 (+536%)
Value$1.1M (+$927.5K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares5,807
Change+5,807
Value$1.1M
Filed 2026-10-21
Greenleaf Trust
DECREASED
Shares5,774 from 6,698
Change-924 (-14%)
Value$1.1M (-$70.9K)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares5,773 from 4,916
Change+857 (+17%)
Value$1.1M (+$229.1K)
Filed 2026-11-03
Collaborative Fund Advisors, LLC
DECREASED
Shares5,575 from 6,068
Change-493 (-8%)
Value$1.0M (-$1.2K)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares5,294 from 8,274
Change-2,980 (-36%)
Value$969.3K (-$424.2K)
Filed 2026-11-06
Frank, Rimerman Advisors LLC
INCREASED
Shares5,107 from 5,093
Change+14 (+0%)
Value$935.1K (+$77.3K)
Filed 2026-10-16
IPG Investment Advisors LLC
INCREASED
Shares5,039 from 2,860
Change+2,179 (+76%)
Value$922.6K (+$441.0K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
INCREASED
Shares4,985 from 4,205
Change+780 (+19%)
Value$912.8K (+$204.5K)
Filed 2026-10-21
PDS Planning, Inc
INCREASED
Shares4,922 from 4,175
Change+747 (+18%)
Value$901.2K (+$198.1K)
Filed 2026-11-03
Investment Research Partners LLC
INCREASED
Shares4,900 from 4,795
Change+105 (+2%)
Value$897.2K (+$89.6K)
Filed 2026-10-19
Fiera Capital Corp
INCREASED
Shares4,897 from 4,301
Change+596 (+14%)
Value$896.6K (+$172.3K)
Filed 2026-11-06
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares4,845 from 4,845
Change0 (0%)
Value$95.3K (+$14.1K)
Filed 2026-10-29
True North Advisors, LLC
INCREASED
Shares4,836 from 4,591
Change+245 (+5%)
Value$885.5K (+$112.3K)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares4,835 from 4,030
Change+805 (+20%)
Value$885.3K (+$206.4K)
Filed 2026-10-23
Physicians Financial Services, Inc.
UNCHANGED
Shares4,722 from 4,722
Change0 (0%)
Value$865 (-$794.1K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
INCREASED
Shares4,721 from 4,684
Change+37 (+1%)
Value$864.4K (+$75.5K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares4,628 from 4,253
Change+375 (+9%)
Value$847.5K (+$131.2K)
Filed 2026-11-04
Salem Investment Counselors Inc
UNCHANGED
Shares4,562 from 4,562
Change0 (0%)
Value$835.3K (+$67.0K)
Filed 2026-10-13
CKW Financial Group
UNCHANGED
Shares4,525 from 4,525
Change0 (0%)
Value$830 (-$767.2K)
Filed 2026-10-29
Harbour Capital Advisors, LLC
INCREASED
Shares4,448 from 4,220
Change+228 (+5%)
Value$814.4K (+$69.8K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares4,326 from 1,553
Change+2,773 (+179%)
Value$792.0K (+$530.5K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares4,244 from 3,939
Change+305 (+8%)
Value$777.1K (+$113.7K)
Filed 2026-10-02
CIBC Asset Management Inc
INCREASED
Shares4,191 from 4,186
Change+5 (+0%)
Value$767.4K (+$62.4K)
Filed 2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED
Shares4,160 from 3,952
Change+208 (+5%)
Value$761.7K (+$96.1K)
Filed 2026-10-19
Henshaw Capital LLC
UNCHANGED
Shares4,151 from 4,151
Change0 (0%)
Value$760.0K (+$60.9K)
Filed 2026-11-03
BigSur Wealth Management LLC
DECREASED
Shares4,095 from 4,470
Change-375 (-8%)
Value$749.8K (-$3.0K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares4,093 from 3,258
Change+835 (+26%)
Value$749.4K (+$200.6K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares4,022 from 3,822
Change+200 (+5%)
Value$677.4K (+$33.7K)
Filed 2026-11-06
Cambiar Investors LLC
INCREASED
Shares4,015 from 3,950
Change+65 (+2%)
Value$735.1K (+$69.9K)
Filed 2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED
Shares3,982 from 3,811
Change+171 (+4%)
Value$729.2K (+$87.3K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares3,938 from 2,831
Change+1,107 (+39%)
Value$721.0K (+$244.3K)
Filed 2026-10-08
Meridian Investment Counsel Inc.
DECREASED
Shares3,875 from 5,533
Change-1,658 (-30%)
Value$709.5K (-$222.4K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares3,860 from 3,475
Change+385 (+11%)
Value$706.8K (+$121.5K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares3,772 from 3,212
Change+560 (+17%)
Value$690.7K (+$149.7K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares3,772 from 3,699
Change+73 (+2%)
Value$690.7K (+$67.7K)
Filed 2026-11-06
Montecito Bank & Trust
DECREASED
Shares3,768 from 3,776
Change-8 (0%)
Value$689.9K (+$54.0K)
Filed 2026-10-01
Sage Rhino Capital LLC
DECREASED
Shares3,635 from 3,686
Change-51 (-1%)
Value$665.6K (+$44.8K)
Filed 2026-10-28
Plan A Wealth LLC
INCREASED
Shares3,630 from 3,510
Change+120 (+3%)
Value$664.7K (+$73.5K)
Filed 2026-10-08
Summit Global Investments
NEW
Shares3,612
Change+3,612
Value$661
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares3,545 from 4,109
Change-564 (-14%)
Value$649.1K (-$42.9K)
Filed 2026-10-23
HBW Advisory Services LLC
INCREASED
Shares3,527 from 2,905
Change+622 (+21%)
Value$645.9K (+$156.6K)
Filed 2026-10-15
Range Financial Group LLC
NEW
Shares3,499
Change+3,499
Value$640.6K
Filed 2026-10-21
Iams Wealth Management, LLC
INCREASED
Shares3,493 from 2,743
Change+750 (+27%)
Value$639.6K (+$177.6K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares3,469 from 3,516
Change-47 (-1%)
Value$635.2K (+$43.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares3,454 from 2,695
Change+759 (+28%)
Value$632.4K (+$178.4K)
Filed 2026-10-16
Diligent Investors, LLC
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$631.5K (+$50.6K)
Filed 2026-10-21
Abel Hall, LLC
NEW
Shares3,392
Change+3,392
Value$621.0K
Filed 2026-10-19
Manske Wealth Management
INCREASED
Shares3,371 from 2,959
Change+412 (+14%)
Value$617.2K (+$118.9K)
Filed 2026-10-26
Norway Savings Bank
INCREASED
Shares3,319 from 1,923
Change+1,396 (+73%)
Value$607.7K (+$283.8K)
Filed 2026-10-20
Five Oceans Advisors
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$607.2K (+$48.7K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares3,300 from 2,453
Change+847 (+35%)
Value$604.2K (+$191.1K)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares3,277 from 2,441
Change+836 (+34%)
Value$600.0K (+$188.9K)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares3,151 from 2,829
Change+322 (+11%)
Value$576.9K (+$100.5K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares3,065 from 2,096
Change+969 (+46%)
Value$561.2K (+$208.2K)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares2,836 from 2,660
Change+176 (+7%)
Value$519.4K (+$71.4K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares2,765 from 2,686
Change+79 (+3%)
Value$506.2K (+$53.9K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares2,724 from 2,443
Change+281 (+12%)
Value$498.8K (+$87.3K)
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,701 from 2,390
Change+311 (+13%)
Value$524.2K (+$103.0K)
Filed 2026-10-21
Clear Harbor Asset Management, LLC
DECREASED
Shares2,695 from 2,755
Change-60 (-2%)
Value$493.5K (+$29.5K)
Filed 2026-11-05
Abundance Wealth Counselors
INCREASED
Shares2,555 from 2,532
Change+23 (+1%)
Value$467.8K (+$41.4K)
Filed 2026-10-26
LEE Danner & Bass Inc
UNCHANGED
Shares2,517 from 2,517
Change0 (0%)
Value$460.9K (+$37.0K)
Filed 2026-10-27
Ping Capital Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$457.8K (+$36.7K)
Filed 2026-10-13
Imc-Chicago, LLC
DECREASED
Shares2,471 from 10,651
Change-8,180 (-77%)
Value$452.4K (-$1.3M)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares2,440 from 2,210
Change+230 (+10%)
Value$446.8K (+$74.6K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares2,434 from 1,994
Change+440 (+22%)
Value$445.7K (+$109.8K)
Filed 2026-11-05
Trust Point Inc.
INCREASED
Shares2,432 from 2,251
Change+181 (+8%)
Value$445.3K (+$66.2K)
Filed 2026-10-27
Greenspring Advisors, LLC
NEW
Shares2,380
Change+2,380
Value$435.6K
Filed 2026-11-05
Rosenberg Matthew Hamilton
INCREASED
Shares2,371 from 2,303
Change+68 (+3%)
Value$434.1K (+$46.3K)
Filed 2026-10-05
D.A. Davidson & Co.
INCREASED
Shares2,369 from 2,303
Change+66 (+3%)
Value$433.9K (+$46.0K)
Filed 2026-10-28
Legacy Bridge, LLC
DECREASED
Shares2,328 from 2,702
Change-374 (-14%)
Value$426.3K (-$28.8K)
Filed 2026-10-28
J. Team Financial, Inc.
DECREASED
Shares2,286 from 2,319
Change-33 (-1%)
Value$418.6K (+$28.0K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares2,282 from 2,155
Change+127 (+6%)
Value$417.5K (+$54.5K)
Filed 2026-11-06
Anchyra Partners LLC
INCREASED
Shares2,280 from 1,772
Change+508 (+29%)
Value$417.5K (+$119.0K)
Filed 2026-10-13
Ascent Group, LLC
INCREASED
Shares2,256 from 2,221
Change+35 (+2%)
Value$413.0K (+$39.0K)
Filed 2026-10-30
Westover Capital Advisors, LLC
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$411.1K (+$33.0K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares2,236 from 2,878
Change-642 (-22%)
Value$409.4K (-$75.3K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares2,219 from 1,835
Change+384 (+21%)
Value$406.3K (+$97.2K)
Filed 2026-10-28
Wealth Group, Ltd.
DECREASED
Shares2,168 from 4,722
Change-2,554 (-54%)
Value$397 (-$794.6K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,101 from 1,710
Change+391 (+23%)
Value$384.7K (+$96.7K)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,082 from 2,059
Change+23 (+1%)
Value$381.1K (+$34.4K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares2,080 from 1,543
Change+537 (+35%)
Value$380.9K (+$121.0K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,049 from 2,290
Change-241 (-11%)
Value$375.2K (-$10.5K)
Filed 2026-10-26
StoneX Group Inc.
NEW
Shares2,041
Change+2,041
Value$384.6K
Filed 2026-11-03
Dorato Capital Management
INCREASED
Shares2,039 from 1,884
Change+155 (+8%)
Value$373.0K (+$40.5K)
Filed 2026-10-08
Net Worth Advisory Group
NEW
Shares2,014
Change+2,014
Value$369.3K
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$363.1K (+$29.1K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares1,926 from 1,292
Change+634 (+49%)
Value$352.7K (+$135.1K)
Filed 2026-10-14
55 North Private Wealth, LLC
INCREASED
Shares1,921 from 1,356
Change+565 (+42%)
Value$351.7K (+$123.4K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares1,920 from 2,243
Change-323 (-14%)
Value$351.6K (-$26.1K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,910 from 1,769
Change+141 (+8%)
Value$349.6K (+$51.8K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares1,899 from 1,878
Change+21 (+1%)
Value$348 (-$315.7K)
Filed 2026-10-22
Keeler Thomas Management LLC
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$343.1K (+$27.5K)
Filed 2026-10-29
DeDora Capital, Inc.
DECREASED
Shares1,857 from 2,292
Change-435 (-19%)
Value$340.1K (-$45.9K)
Filed 2026-10-26
71 West Capital Partners
INCREASED
Shares1,812 from 1,775
Change+37 (+2%)
Value$331.8K (+$32.8K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares1,791 from 319
Change+1,472 (+461%)
Value$327.9K (+$274.2K)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares1,750 from 1,676
Change+74 (+4%)
Value$320.4K (+$38.2K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares1,742 from 1,507
Change+235 (+16%)
Value$318.9K (+$65.1K)
Filed 2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares1,742 from 1,717
Change+25 (+1%)
Value$319.0K (+$29.8K)
Filed 2026-10-30
PKS Advisory Services, LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$292.5K ($0)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares1,732 from 1,700
Change+32 (+2%)
Value$317.1K (+$30.8K)
Filed 2026-10-13
Traveka Wealth, LLC
DECREASED
Shares1,711 from 1,720
Change-9 (-1%)
Value$313.3K (+$23.6K)
Filed 2026-10-19
Deutsche Bank Ag\
DECREASED
Shares1,676 from 11,931
Change-10,255 (-86%)
Value$306.9K (-$1.7M)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares1,664 from 1,292
Change+372 (+29%)
Value$304.7K (+$87.1K)
Filed 2026-10-27
Riversedge Advisors, LLC
DECREASED
Shares1,653 from 1,683
Change-30 (-2%)
Value$302.7K (+$19.2K)
Filed 2026-10-09
Legacy Advisors, LLC
DECREASED
Shares1,652 from 1,740
Change-88 (-5%)
Value$302.5K (+$9.4K)
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares1,651 from 1,651
Change0 (0%)
Value$302.3K (+$24.2K)
Filed 2026-10-26
Trek Financial, LLC
INCREASED
Shares1,622 from 1,503
Change+119 (+8%)
Value$297.0K (+$43.9K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
NEW
Shares1,593
Change+1,593
Value$291.7K
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares1,563 from 99
Change+1,464 (+1479%)
Value$286.2K (+$269.5K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares1,559 from 1,338
Change+221 (+17%)
Value$285.5K (+$60.1K)
Filed 2026-10-22
Wedmont Private Capital
DECREASED
Shares1,548 from 1,618
Change-70 (-4%)
Value$287.9K (+$2.4K)
Filed 2026-10-09
Abacus Wealth Partners, LLC
INCREASED
Shares1,542 from 1,408
Change+134 (+10%)
Value$282.3K (+$45.2K)
Filed 2026-11-03
180 Wealth Advisors, LLC
INCREASED
Shares1,534 from 1,288
Change+246 (+19%)
Value$280.9K (+$64.0K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares1,521 from 1,248
Change+273 (+22%)
Value$278.4K (+$68.3K)
Filed 2026-10-28
Successful Portfolios LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$275.9K (+$10.9K)
Filed 2026-10-09
King Luther Capital Management Corp
INCREASED
Shares1,517 from 1,493
Change+24 (+2%)
Value$277.8K (+$26.3K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares1,487 from 1,428
Change+59 (+4%)
Value$272.3K (+$31.8K)
Filed 2026-11-05
Manchester Capital Management LLC
INCREASED
Shares1,464 from 1,224
Change+240 (+20%)
Value$268.1K (+$61.9K)
Filed 2026-10-22
Hardy Reed LLC
NEW
Shares1,457
Change+1,457
Value$266.8K
Filed 2026-11-06
Canopy Partners, LLC
NEW
Shares1,451
Change+1,451
Value$265.7K
Filed 2026-10-28
Gibbs Wealth Management
NEW
Shares1,415
Change+1,415
Value$259.1K
Filed 2026-10-22
Resonant Capital Advisors, LLC
NEW
Shares1,399
Change+1,399
Value$256.2K
Filed 2026-10-15
KOM Wealth Management Group, LLC
INCREASED
Shares1,396 from 1,366
Change+30 (+2%)
Value$255.6K (+$25.5K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
NEW
Shares1,392
Change+1,392
Value$254.8K
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares1,389 from 1,265
Change+124 (+10%)
Value$254.4K (+$41.3K)
Filed 2026-10-20
Oppenheimer & Co Inc
NEW
Shares1,368
Change+1,368
Value$250.5K
Filed 2026-10-26
SteelPeak Wealth, LLC
INCREASED
Shares1,363 from 1,303
Change+60 (+5%)
Value$249.6K (+$30.1K)
Filed 2026-10-16
Glenview Trust Co
NEW
Shares1,361
Change+1,361
Value$249.2K
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares1,340 from 1,034
Change+306 (+30%)
Value$245.4K (+$71.2K)
Filed 2026-10-27
Meridian Wealth Management, LLC
DECREASED
Shares1,305 from 1,311
Change-6 (0%)
Value$238.9K (+$18.1K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
DECREASED
Shares1,265 from 1,279
Change-14 (-1%)
Value$231.7K (+$16.2K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares1,255 from 1,237
Change+18 (+1%)
Value$229.8K (+$21.5K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
NEW
Shares1,225
Change+1,225
Value$224.3K
Filed 2026-10-21
RBA Wealth Management, LLC
NEW
Shares1,218
Change+1,218
Value$223.0K
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
NEW
Shares1,202
Change+1,202
Value$220.0K
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares1,195 from 1,212
Change-17 (-1%)
Value$234.9K (+$9.2K)
Filed 2026-11-02
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares1,175 from 1,235
Change-60 (-5%)
Value$215.1K (+$7.1K)
Filed 2026-10-07
Altfest L J & Co Inc
NEW
Shares1,163
Change+1,163
Value$213.0K
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares1,157 from 948
Change+209 (+22%)
Value$211.8K (+$52.2K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares1,147 from 614
Change+533 (+87%)
Value$210.0K (+$106.6K)
Filed 2026-10-30
Angeles Wealth Management, LLC
NEW
Shares1,121
Change+1,121
Value$205.3K
Filed 2026-10-26
Penobscot Investment Management Company, Inc.
NEW
Shares1,102
Change+1,102
Value$201.8K
Filed 2026-10-26
Semus Wealth Partners LLC
NEW
Shares1,100
Change+1,100
Value$201.4K
Filed 2026-10-22
Sound Income Strategies, LLC
NEW
Shares1,080
Change+1,080
Value$200.9K
Filed 2026-10-09
Leonteq Securities AG
DECREASED
Shares1,065 from 3,358
Change-2,293 (-68%)
Value$195.0K (-$370.6K)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$166.6K (+$13.4K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares767 from 178
Change+589 (+331%)
Value$140.4K (+$110.5K)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares735 from 796
Change-61 (-8%)
Value$134.7K (+$523)
Filed 2026-10-28
Central Trust Co
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$130.0K (+$10.4K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$128.2K (+$10.3K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares628 from 930
Change-302 (-32%)
Value$115 (-$46.0K)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares611 from 626
Change-15 (-2%)
Value$111.9K (+$5.7K)
Filed 2026-10-29
Community Bank, N.A.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$109.9K (+$8.8K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$104.4K (+$8.4K)
Filed 2026-11-06
Owl Creek Wealth Partners LLC
INCREASED
Shares568 from 469
Change+99 (+21%)
Value$104.0K (+$25.0K)
Filed 2026-10-20
Spire Wealth Management
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$95.6K (+$7.7K)
Filed 2026-10-30
James T. Borello RIA
DECREASED
Shares460 from 495
Change-35 (-7%)
Value$84.2K (+$858)
Filed 2026-10-16
Costello Asset Management, Inc
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$76.9K (+$6.2K)
Filed 2026-10-30
Financial Management Professionals, Inc.
INCREASED
Shares413 from 379
Change+34 (+9%)
Value$75.6K (+$11.8K)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$73.4K (+$5.5K)
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$73.2K (+$5.9K)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$70.7K (+$5.7K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares380
Change+380
Value$69.7K
Filed 2026-11-06
Rydar Equities, Inc.
NEW
Shares356
Change+356
Value$65.1K
Filed 2026-10-13
North Star Investment Management Corp.
DECREASED
Shares350 from 545
Change-195 (-36%)
Value$64.1K (-$27.7K)
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares341 from 302
Change+39 (+13%)
Value$62.4K (+$11.6K)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares338
Change+338
Value$61.9K
Filed 2026-10-21
Golden State Wealth Management, LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$61.3K (+$4.9K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares316 from 267
Change+49 (+18%)
Value$57.9K (+$12.9K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares312 from 288
Change+24 (+8%)
Value$57.1K (+$8.6K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares291 from 161
Change+130 (+81%)
Value$53.3K (+$26.2K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares275 from 177
Change+98 (+55%)
Value$50.5K (+$20.7K)
Filed 2026-10-08
Bangor Savings Bank
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$48.9K (+$3.9K)
Filed 2026-10-06
Financial Perspectives, Inc
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$48.8K (+$3.9K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares248 from 188
Change+60 (+32%)
Value$45.4K (+$13.7K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares240 from 210
Change+30 (+14%)
Value$43.9K (+$8.6K)
Filed 2026-10-23
Roxbury Financial LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$41.0K (+$3.3K)
Filed 2026-10-01
Trust Co of Vermont
INCREASED
Shares215 from 195
Change+20 (+10%)
Value$39.4K (+$6.5K)
Filed 2026-10-21
Asset Dedication, LLC
DECREASED
Shares204 from 205
Change-1 (0%)
Value$37.4K (+$2.8K)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$37.2K (+$3.0K)
Filed 2026-11-02
Independence Bank of Kentucky
DECREASED
Shares200 from 250
Change-50 (-20%)
Value$36.6K (-$5.5K)
Filed 2026-10-26
Montag A & Associates Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$36.6K (+$2.9K)
Filed 2026-10-29
Key FInancial Inc
DECREASED
Shares199 from 399
Change-200 (-50%)
Value$36.4K (-$30.8K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$35.9K (+$2.9K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares186
Change+186
Value$34.1K
Filed 2026-11-05
Miller Global Investments, LLC
NEW
Shares185
Change+185
Value$33.9K
Filed 2026-10-02
Oakworth Capital, Inc.
INCREASED
Shares174 from 167
Change+7 (+4%)
Value$31.9K (+$3.7K)
Filed 2026-10-26
Bell Investment Advisors, Inc
INCREASED
Shares167 from 107
Change+60 (+56%)
Value$30.6K (+$12.6K)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares164 from 64
Change+100 (+156%)
Value$30.0K (+$19.2K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares156 from 192
Change-36 (-19%)
Value$28.6K (-$3.8K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares154 from 73
Change+81 (+111%)
Value$28.2K (+$15.9K)
Filed 2026-10-20
Highline Wealth Partners LLC
INCREASED
Shares154 from 135
Change+19 (+14%)
Value$28.2K (+$5.5K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
NEW
Shares150
Change+150
Value$27.5K
Filed 2026-10-13
Nfsg Corp
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$26.9K (+$2.2K)
Filed 2026-10-15
SJS Investment Consulting Inc.
DECREASED
Shares145 from 236
Change-91 (-39%)
Value$26.6K (-$13.2K)
Filed 2026-10-26
True Wealth Design, LLC
INCREASED
Shares142 from 37
Change+105 (+284%)
Value$26.0K (+$19.8K)
Filed 2026-10-13
Fairscale Capital, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$27.8K (+$3.9K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$25.8K (+$2.1K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares140 from 138
Change+2 (+1%)
Value$25.6K (+$2.4K)
Filed 2026-11-05
West Financial Advisors, LLC
NEW
Shares139
Change+139
Value$25.5K
Filed 2026-10-22
Signature Equity Partners, LLC
DECREASED
Shares138 from 197
Change-59 (-30%)
Value$25.3K (-$8.0K)
Filed 2026-10-29
Eastern Bank
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$25.3K (+$2.0K)
Filed 2026-10-05
Bank of New Hampshire
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$24.7K (+$2.0K)
Filed 2026-10-06
Financial Consulate, Inc
INCREASED
Shares133 from 88
Change+45 (+51%)
Value$24.4K (+$9.5K)
Filed 2026-10-23
Compass Financial Management LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$24.2K (-$373)
Filed 2026-10-30
Addison Advisors LLC
INCREASED
Shares131 from 70
Change+61 (+87%)
Value$24.0K (+$12.2K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares123
Change+123
Value$22.5K
Filed 2026-10-27
Pathway Financial Advisers, LLC
NEW
Shares119
Change+119
Value$21.9K
Filed 2026-10-27
CX Institutional
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$21 (+$2)
Filed 2026-10-02
Retirement Wealth Solutions LLC
INCREASED
Shares109 from 99
Change+10 (+10%)
Value$20.0K (+$3.3K)
Filed 2026-10-07
Maseco LLP
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$19.4K (+$1.5K)
Filed 2026-10-27
Key Capital Management, Inc
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$18.9K (+$1.5K)
Filed 2026-11-03
Winch Advisory Services, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$18.9K (+$1.5K)
Filed 2026-11-06
Evolution Wealth Management Inc.
NEW
Shares100
Change+100
Value$18.3K
Filed 2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.3K (+$1.5K)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.3K (+$1.5K)
Filed 2026-10-30
Center for Financial Planning, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.3K (+$1.5K)
Filed 2026-10-26
City State Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.3K (+$1.5K)
Filed 2026-10-20
Hilltop National Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.3K (+$1.5K)
Filed 2026-10-14
Proathlete Wealth Management LLC
NEW
Shares98
Change+98
Value$17.9K
Filed 2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$17.9K (+$1.4K)
Filed 2026-10-13
Albion Financial Group
DECREASED
Shares88 from 89
Change-1 (-1%)
Value$16.1K (+$1.1K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares85 from 146
Change-61 (-42%)
Value$15.6K (-$9.0K)
Filed 2026-10-16
Zions Bancorporation, National Association
DECREASED
Shares85 from 102
Change-17 (-17%)
Value$15.6K (-$1.6K)
Filed 2026-11-06
Phillip James Consulting Co.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$15.2K (+$1.2K)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares76
Change+76
Value$13.9K
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares75 from 39
Change+36 (+92%)
Value$13.7K (+$7.2K)
Filed 2026-10-14
Mcdonald Partners LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$13.7K (+$1.1K)
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$12.8K (+$1.0K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares69
Change+69
Value$12.6K
Filed 2026-10-19
Nemes Rush Group LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$12.1K (+$969)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares62
Change+62
Value$11.4K
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$11.4K (+$910)
Filed 2026-10-20
Laurel Wealth Advisors LLC
NEW
Shares61
Change+61
Value$11.2K
Filed 2026-10-27
Aspect Partners, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$10.6K (+$852)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares55
Change+55
Value$10.1K
Filed 2026-10-29
Adirondack Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$9.2K (+$734)
Filed 2026-10-14
Elyxium Wealth, LLC
NEW
Shares47
Change+47
Value$8.6K
Filed 2026-10-27
Fortitude Family Office, LLC
NEW
Shares46
Change+46
Value$8.4K
Filed 2026-10-14
Kelleher Financial Advisors
DECREASED
Shares45 from 90
Change-45 (-50%)
Value$8.2K (-$6.9K)
Filed 2026-10-30
Creative Capital Management Investments LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$8.2K (+$661)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$8.2K (+$661)
Filed 2026-10-19
Abound Wealth Management
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$8.1K (+$646)
Filed 2026-10-26
Planning Strategies Inc.
NEW
Shares41
Change+41
Value$7.5K
Filed 2026-10-02
Bayban
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.7K ($0)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$7.3K (+$587)
Filed 2026-10-08
Gleason Group, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.1K (+$573)
Filed 2026-10-15
American Capital Advisory, LLC
DECREASED
Shares37 from 45
Change-8 (-18%)
Value$6.8K (-$804)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED
Shares35 from 130
Change-95 (-73%)
Value$6.4K (-$15.5K)
Filed 2026-10-29
MV Capital Management, Inc.
INCREASED
Shares34 from 20
Change+14 (+70%)
Value$6.2K (+$2.9K)
Filed 2026-10-29
WPG Advisers, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.5K (+$440)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
NEW
Shares28
Change+28
Value$5.1K
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares25
Change+25
Value$4.6K
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares25 from 105
Change-80 (-76%)
Value$4.6K (-$13.1K)
Filed 2026-10-08
Beacon Financial Strategies Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.6K (+$367)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
INCREASED
Shares23 from 20
Change+3 (+15%)
Value$4.2K (+$843)
Filed 2026-10-28
Markowski Investments
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.0K (+$323)
Filed 2026-10-30
Country Trust Bank
DECREASED
Shares20 from 72
Change-52 (-72%)
Value$3.7K (-$8.5K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.1K (+$249)
Filed 2026-10-15
Byrne Asset Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.8K (+$224)
Filed 2026-10-06
Balance Wealth Partners LLC
NEW
Shares13
Change+13
Value$2.4K
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares12
Change+12
Value$2.2K
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares12 from 8
Change+4 (+50%)
Value$2.2K (+$850)
Filed 2026-10-22
Breakwater Investment Management
INCREASED
Shares11 from 7
Change+4 (+57%)
Value$2.0K (+$836)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.8K (+$147)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.8K (+$146)
Filed 2026-10-23
Richardson Financial Services Inc.
DECREASED
Shares9 from 224
Change-215 (-96%)
Value$1.6K (-$36.1K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.6K (+$132)
Filed 2026-10-01
Evermay Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.5K (+$117)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.5K (+$118)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
NEW
Shares6
Change+6
Value$1.1K
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares5
Change+5
Value$916
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares5 from 95
Change-90 (-95%)
Value$916 (-$15.1K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$916 (+$74)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1 ($0)
Filed 2026-10-14
Gilpin Wealth Management, LLC
NEW
Shares4
Change+4
Value$733
Filed 2026-10-09
Kozak & Associates, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$711 (+$92)
Filed 2026-10-29
TFC Financial Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$733 (+$59)
Filed 2026-10-26
Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$732 (+$58)
Filed 2026-10-09
Essential Partners LLC
DECREASED
Shares3 from 119
Change-116 (-97%)
Value$549 (-$19.5K)
Filed 2026-10-14
Downshift Financial, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$549 (+$44)
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$384 (+$47)
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$367 (+$30)
Filed 2026-10-15
Fairway Wealth LLC
NEW
Shares1
Change+1
Value$183
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$183 (+$15)
Filed 2026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$206 (+$16)
Filed 2026-10-29
Anderson Hoagland & Co
CLOSED
Shares0 from 10,895
Change-10,895 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-23
Grandview Asset Management LLC
CLOSED
Shares0 from 3,663
Change-3,663 (-100%)
Value$0 (-$616.9K)
Filed 2026-10-19
Chiron Capital Management, LLC
CLOSED
Shares0 from 3,210
Change-3,210 (-100%)
Value$0 (-$540.6K)
Filed 2026-10-15
Weaver Capital Management LLC
CLOSED
Shares0 from 3,146
Change-3,146 (-100%)
Value$0 (-$648.4K)
Filed 2026-10-15
Arta Finance Wealth Management LLC
CLOSED
Shares0 from 1,575
Change-1,575 (-100%)
Value$0 (-$265.3K)
Filed 2026-10-28
MQS Management LLC
CLOSED
Shares0 from 1,563
Change-1,563 (-100%)
Value$0 (-$263.2K)
Filed 2026-11-06
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,531
Change-1,531 (-100%)
Value$0 (-$257.8K)
Filed 2026-10-30
HBK Sorce Advisory LLC
CLOSED
Shares0 from 1,206
Change-1,206 (-100%)
Value$0 (-$224.1K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$96.5K)
Filed 2026-11-06
BankPlus Trust Department
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$67.4K)
Filed 2026-11-06
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$59.8K)
Filed 2026-11-05
Bayforest Capital Ltd
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$35.2K)
Filed 2026-11-03
Tsfg, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$21.4K)
Filed 2026-10-20
Coastline Trust Co
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$18.0K)
Filed 2026-10-01
Cornerstone Planning Group LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$18.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-29
Merrithew & Thorsten Inc
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$8)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$6.7K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Southern Michigan Bank & Trust
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 2,456,736
Change-2,456,736 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,382,580
Change-1,382,580 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,123,348
Change-1,123,348 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,021,164
Change-1,021,164 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 800,509
Change-800,509 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 682,811
Change-682,811 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 568,712
Change-568,712 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 494,233
Change-494,233 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 436,886
Change-436,886 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 414,443
Change-414,443 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 391,325
Change-391,325 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 322,259
Change-322,259 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 314,847
Change-314,847 (-100%)
Value—
SRB Corp
N/A
Shares— from 291,689
Change-291,689 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 286,244
Change-286,244 (-100%)
Value—
UBS Group AG
N/A
Shares— from 281,420
Change-281,420 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 255,400
Change-255,400 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 239,884
Change-239,884 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 226,468
Change-226,468 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 206,398
Change-206,398 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 197,742
Change-197,742 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 197,237
Change-197,237 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 196,276
Change-196,276 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 174,848
Change-174,848 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 161,463
Change-161,463 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 161,438
Change-161,438 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 145,165
Change-145,165 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 137,826
Change-137,826 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 118,683
Change-118,683 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 116,862
Change-116,862 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 98,860
Change-98,860 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 94,304
Change-94,304 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 93,585
Change-93,585 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 78,748
Change-78,748 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 77,642
Change-77,642 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 73,084
Change-73,084 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 72,227
Change-72,227 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 61,258
Change-61,258 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 57,413
Change-57,413 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 55,284
Change-55,284 (-100%)
Value—
State Street Corp
N/A
Shares— from 50,525
Change-50,525 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 49,950
Change-49,950 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,425
Change-48,425 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 47,981
Change-47,981 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 47,622
Change-47,622 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 45,421
Change-45,421 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 42,379
Change-42,379 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 41,973
Change-41,973 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 38,952
Change-38,952 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 38,856
Change-38,856 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 37,177
Change-37,177 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 37,004
Change-37,004 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,504
Change-35,504 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 34,443
Change-34,443 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 33,575
Change-33,575 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 32,865
Change-32,865 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 32,524
Change-32,524 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 31,469
Change-31,469 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 29,168
Change-29,168 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 29,112
Change-29,112 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 27,566
Change-27,566 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 26,853
Change-26,853 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 25,024
Change-25,024 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 24,320
Change-24,320 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 24,186
Change-24,186 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,940
Change-23,940 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 23,408
Change-23,408 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 22,874
Change-22,874 (-100%)
Value—
&partners
N/A
Shares— from 21,822
Change-21,822 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 20,195
Change-20,195 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,970
Change-19,970 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,030
Change-19,030 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 16,899
Change-16,899 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 16,704
Change-16,704 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 16,664
Change-16,664 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,263
Change-16,263 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,212
Change-16,212 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,972
Change-15,972 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 15,172
Change-15,172 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 14,632
Change-14,632 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 13,837
Change-13,837 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,601
Change-12,601 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,536
Change-12,536 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,128
Change-12,128 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 12,063
Change-12,063 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,149
Change-11,149 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 11,142
Change-11,142 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,666
Change-10,666 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,614
Change-9,614 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,530
Change-9,530 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,537
Change-7,537 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,369
Change-4,369 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 854
Change-854 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 846
Change-846 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 712
Change-712 (-100%)
Value—
Corient IA LP
N/A
Shares— from 660
Change-660 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 631
Change-631 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 566
Change-566 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 524
Change-524 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 502
Change-502 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 447
Change-447 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 421
Change-421 (-100%)
Value—
BNP Paribas
N/A
Shares— from 400
Change-400 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 389
Change-389 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 344
Change-344 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 338
Change-338 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 249
Change-249 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 220
Change-220 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 190
Change-190 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 125
Change-125 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 125
Change-125 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 83
Change-83 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 52
Change-52 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 35
Change-35 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 34
Change-34 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 25
Change-25 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Motco
N/A
Shares— from 22
Change-22 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
EFG International AG
N/A
Shares— from 18
Change-18 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 16
Change-16 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 13
Change-13 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED7,296,5917,202,123+94,468+1%$1.2B$1.3B+$123.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED230,849219,611+11,238+5%$37.0M$42.3M+$5.3M2026-11-04
Creative Planning
INCREASED148,482113,469+35,013+31%$19.1M$27.2M+$8.1M2026-11-02
LPL Financial LLC
DECREASED121,445127,799-6,354-5%$21.5M$22.2M+$712.5K2026-11-06
Bank of New York Mellon Corp
INCREASED66,77162,277+4,494+7%$10.5M$12.2M+$1.7M2026-11-05
Altrius Capital Management Inc
INCREASED60,76057,767+2,993+5%$9.7M$11.1M+$1.4M2026-11-05
Oppenheimer Asset Management Inc.
DECREASED56,64856,741-930%$9.6M$10.4M+$815.9K2026-10-27
Russell Investments Group, Ltd.
INCREASED48,50617,563+30,943+176%$3.0M$8.9M+$5.9M2026-11-06
Moran Wealth Management, LLC
INCREASED43,52940,653+2,876+7%$6.8M$8.0M+$1.1M2026-10-22
Quadrant Capital Group LLC
INCREASED43,29223,074+20,218+88%$3.9M$8.2M+$4.3M2026-10-20
US Bancorp \de\
UNCHANGED38,73638,73600%$6.5M$7.1M+$568.6K2026-11-05
Heritage Investors Management Corp
DECREASED37,28644,057-6,771-15%$7.4M$6.8K-$7.4M2026-10-29
Amanah Holdings Trust
UNCHANGED37,00037,00000%$6.2M$6.8M+$543.2K2026-10-23
Live Oak Private Wealth LLC
INCREASED36,58036,105+475+1%$6.1M$6.7M+$617.0K2026-11-02
Inspire Trust Co, N.A.
UNCHANGED35,00035,00000%$5.9M$6.4M+$513.8K2026-11-05
American Assets Investment Management, LLC
UNCHANGED30,00030,00000%$5.1M$5.5M+$440.4K2026-10-30
Commonwealth Equity Services, LLC
INCREASED29,51920,572+8,947+43%$3.5M$5.4M+$1.9M2026-11-02
PNC Financial Services Group, Inc.
INCREASED29,30428,084+1,220+4%$4.7M$5.4M+$635.7K2026-11-06
Ethic Inc.
DECREASED27,42931,866-4,437-14%$5.4M$5.0M-$344.7K2026-11-03
Factory Mutual Insurance Co
UNCHANGED26,69826,69800%$4.5M$4.9M+$391.9K2026-10-30
Cardinal Capital Management
INCREASED26,16924,586+1,583+6%$4.1M$4.8M+$650.8K2026-10-21
Vise Technologies, Inc.
INCREASED26,03019,877+6,153+31%$3.3M$4.8M+$1.4M2026-10-29
Vantage Investment Partners, LLC
DECREASED25,78185,781-60,000-70%$14.4M$4.7M-$9.7M2026-10-27
Assetmark, Inc
INCREASED24,72717,847+6,880+39%$3.0M$4.5M+$1.5M2026-10-21
Crossmark Global Holdings, Inc.
DECREASED24,12037,369-13,249-35%$6.3M$4.4M-$1.9M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED22,85320,050+2,803+14%$3.5M$4.3M+$712.7K2026-10-13
Americana Partners, LLC
DECREASED22,82523,294-469-2%$3.9M$4.2M+$256.1K2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED22,55322,55300%$3.8M$3.8M$02026-10-15
Signaturefd, LLC
INCREASED21,25119,581+1,670+9%$3.3M$3.9M+$593.2K2026-10-23
Savant Capital, LLC
INCREASED20,83512,563+8,272+66%$2.4M$3.8M+$1.4M2026-11-06
apricus wealth, LLC
INCREASED19,46418,424+1,040+6%$3.1M$3.6M+$460.9K2026-10-26
Y-Intercept (Hong Kong) Ltd
DECREASED18,51241,172-22,660-55%$6.9M$3.4M-$3.5M2026-10-16
Gold Investment Management Ltd.
INCREASED18,28218,093+189+1%$3.0M$3.3M+$300.2K2026-10-19
Evergreen Capital Management LLC
INCREASED17,0608,891+8,169+92%$1.5M$3.1M+$1.6M2026-10-23
ABC Arbitrage SA
NEW16,725—+16,725——$3.1M—2026-10-23
Hohimer Wealth Management, LLC
DECREASED16,19016,924-734-4%$2.9M$3.0M+$114.1K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED16,03916,03900%$2.7M$3.0M+$246.2K2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED13,43611,887+1,549+13%$2.0M$2.5M+$446.6K2026-11-04
Truist Financial Corp
INCREASED13,02511,921+1,104+9%$2.0M$2.4M+$377.0K2026-10-30
Aaron Wealth Advisors LLC
INCREASED12,53611,231+1,305+12%$1.9M$2.3M+$403.8K2026-10-13
Pittenger & Anderson Inc
DECREASED12,45015,325-2,875-19%$2.6M$2.3M-$301.4K2026-11-02
Ellsworth Advisors, LLC
INCREASED12,34711,985+362+3%$2.1M$2.3M+$140.3K2026-10-15
Ritholtz Wealth Management
DECREASED12,20612,554-348-3%$2.1M$2.2M+$120.5K2026-11-05
Park Avenue Securities LLC
DECREASED12,18417,717-5,533-31%$3.0M$2.2K-$3.0M2026-10-26
Farther Finance Advisors, LLC
INCREASED12,0438,880+3,163+36%$1.5M$2.2M+$707.6K2026-10-08
Lockheed Martin Investment Management Co
DECREASED11,92012,480-560-4%$2.1M$2.2M+$80.7K2026-11-04
Citigroup Inc
DECREASED11,911107,841-95,930-89%$18.2M$2.2M-$16.0M2026-11-04
Eagle Global Advisors LLC
DECREASED11,13911,199-60-1%$1.9M$2.0M+$153.4K2026-11-02
Compound Planning, Inc.
INCREASED11,0408,406+2,634+31%$1.4M$2.0M+$605.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED10,70210,070+632+6%$1.7M$2.0K-$1.7M2026-11-02
Alliance Private Wealth, LLC
DECREASED10,46511,905-1,440-12%$2.0M$1.9M-$88.9K2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED10,2949,349+945+10%$1.6M$1.9M+$310.3K2026-10-29
Keybank National Association
INCREASED10,1478,235+1,912+23%$1.4M$1.9M+$471.0K2026-11-04
Greenfield Seitz Capital Management, LLC
DECREASED9,94210,012-70-1%$1.7M$1.8M+$134.2K2026-10-29
Robinson Value Management, Ltd.
DECREASED9,92210,228-306-3%$1.7M$1.8M+$94.1K2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED9,5909,59000%$1.6M$1.8M+$140.8K2026-11-05
Lester Murray Antman dba SimplyRich
DECREASED9,40615,503-6,097-39%$1.5M$1.7M+$173.3K2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED9,1977,150+2,047+29%$1.2M$1.7M+$479.8K2026-10-09
Kestra Advisory Services, LLC
INCREASED9,1967,970+1,226+15%$1.3M$1.7M+$341.5K2026-11-02
Bailard, Inc.
INCREASED8,7448,287+457+6%$1.4M$1.6M+$205.5K2026-10-13
Regions Financial Corp
INCREASED8,4988,360+138+2%$1.4M$1.6M+$148.0K2026-11-05
GFS Advisors, LLC
INCREASED8,1938,185+8+0%$1.4M$1.5M+$121.5K2026-11-03
Choreo, LLC
INCREASED7,8507,553+297+4%$1.3M$1.4M+$165.3K2026-10-28
TD Waterhouse Canada Inc.
INCREASED7,6337,134+499+7%$1.2M$1.4M+$182.0K2026-10-16
Level Four Advisory Services, LLC
DECREASED7,4447,952-508-6%$1.3M$1.4M+$23.7K2026-11-06
Xponance LLC
INCREASED7,1916,761+430+6%$1.1M$1.3M+$178.0K2026-11-03
Grey Ledge Advisors, LLC
DECREASED7,1297,359-230-3%$1.2M$1.3M+$65.9K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED6,8617,064-203-3%$1.2M$1.3M+$66.6K2026-10-20
Community Bank & Trust, Waco, Texas
DECREASED6,8106,841-310%$1.2M$1.2K-$1.2M2026-10-19
Summit Securities Group LLC
INCREASED6,8001,600+5,200+325%$269.5K$1.2M+$975.6K2026-11-05
Henry James International Management Inc.
UNCHANGED6,7386,73800%$1.1M$1.2M+$98.9K2026-10-14
Mitchell & Pahl Private Wealth, LLC
INCREASED6,5446,062+482+8%$1.0M$1.2M+$177.3K2026-10-14
LSV Asset Management
DECREASED6,3387,290-952-13%$1.2M$1.2K-$1.2M2026-11-06
Bank of Stockton
DECREASED6,0566,315-259-4%$1.1M$1.1M+$45.3K2026-10-20
Axxion S.A.
UNCHANGED6,0006,00000%$1.0M$1.1M+$88.1K2026-10-22
Adkins Seale Capital Management LLC
INCREASED5,923932+4,991+536%$157.0K$1.1M+$927.5K2026-10-27
First Affirmative Financial Network
NEW5,807—+5,807——$1.1M—2026-10-21
Greenleaf Trust
DECREASED5,7746,698-924-14%$1.1M$1.1M-$70.9K2026-10-29
Parallel Advisors, LLC
INCREASED5,7734,916+857+17%$828.0K$1.1M+$229.1K2026-11-03
Collaborative Fund Advisors, LLC
DECREASED5,5756,068-493-8%$1.0M$1.0M-$1.2K2026-11-02
Barclays PLC
DECREASED5,2948,274-2,980-36%$1.4M$969.3K-$424.2K2026-11-06
Frank, Rimerman Advisors LLC
INCREASED5,1075,093+14+0%$857.8K$935.1K+$77.3K2026-10-16
IPG Investment Advisors LLC
INCREASED5,0392,860+2,179+76%$481.7K$922.6K+$441.0K2026-10-30
Axxcess Wealth Management, LLC
INCREASED4,9854,205+780+19%$708.2K$912.8K+$204.5K2026-10-21
PDS Planning, Inc
INCREASED4,9224,175+747+18%$703.2K$901.2K+$198.1K2026-11-03
Investment Research Partners LLC
INCREASED4,9004,795+105+2%$807.6K$897.2K+$89.6K2026-10-19
Fiera Capital Corp
INCREASED4,8974,301+596+14%$724.4K$896.6K+$172.3K2026-11-06
MeadowBrook Investment Advisors LLC
UNCHANGED4,8454,84500%$81.2K$95.3K+$14.1K2026-10-29
True North Advisors, LLC
INCREASED4,8364,591+245+5%$773.2K$885.5K+$112.3K2026-10-22
HB Wealth Management, LLC
INCREASED4,8354,030+805+20%$678.9K$885.3K+$206.4K2026-10-23
Physicians Financial Services, Inc.
UNCHANGED4,7224,72200%$795.0K$865-$794.1K2026-11-04
Nisa Investment Advisors, LLC
INCREASED4,7214,684+37+1%$788.9K$864.4K+$75.5K2026-10-20
Lido Advisors, LLC
INCREASED4,6284,253+375+9%$716.3K$847.5K+$131.2K2026-11-04
Salem Investment Counselors Inc
UNCHANGED4,5624,56200%$768.3K$835.3K+$67.0K2026-10-13
CKW Financial Group
UNCHANGED4,5254,52500%$768.0K$830-$767.2K2026-10-29
Harbour Capital Advisors, LLC
INCREASED4,4484,220+228+5%$744.6K$814.4K+$69.8K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED4,3261,553+2,773+179%$261.6K$792.0K+$530.5K2026-11-06
Versant Capital Management, Inc
INCREASED4,2443,939+305+8%$663.4K$777.1K+$113.7K2026-10-02
CIBC Asset Management Inc
INCREASED4,1914,186+5+0%$705.0K$767.4K+$62.4K2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED4,1603,952+208+5%$665.6K$761.7K+$96.1K2026-10-19
Henshaw Capital LLC
UNCHANGED4,1514,15100%$699.1K$760.0K+$60.9K2026-11-03
BigSur Wealth Management LLC
DECREASED4,0954,470-375-8%$752.8K$749.8K-$3.0K2026-10-13
Valeo Financial Advisors, LLC
INCREASED4,0933,258+835+26%$548.8K$749.4K+$200.6K2026-10-08
Allworth Financial LP
INCREASED4,0223,822+200+5%$643.7K$677.4K+$33.7K2026-11-06
Cambiar Investors LLC
INCREASED4,0153,950+65+2%$665.3K$735.1K+$69.9K2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED3,9823,811+171+4%$641.9K$729.2K+$87.3K2026-11-02
Gamma Investing LLC
INCREASED3,9382,831+1,107+39%$476.8K$721.0K+$244.3K2026-10-08
Meridian Investment Counsel Inc.
DECREASED3,8755,533-1,658-30%$931.9K$709.5K-$222.4K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED3,8603,475+385+11%$585.3K$706.8K+$121.5K2026-11-04
Nilsine Partners, LLC
INCREASED3,7723,212+560+17%$541.0K$690.7K+$149.7K2026-11-02
Merit Financial Group, LLC
INCREASED3,7723,699+73+2%$623.1K$690.7K+$67.7K2026-11-06
Montecito Bank & Trust
DECREASED3,7683,776-80%$636.0K$689.9K+$54.0K2026-10-01
Sage Rhino Capital LLC
DECREASED3,6353,686-51-1%$620.8K$665.6K+$44.8K2026-10-28
Plan A Wealth LLC
INCREASED3,6303,510+120+3%$591.2K$664.7K+$73.5K2026-10-08
Summit Global Investments
NEW3,612—+3,612——$661—2026-10-28
Apollon Wealth Management, LLC
DECREASED3,5454,109-564-14%$692.0K$649.1K-$42.9K2026-10-23
HBW Advisory Services LLC
INCREASED3,5272,905+622+21%$489.3K$645.9K+$156.6K2026-10-15
Range Financial Group LLC
NEW3,499—+3,499——$640.6K—2026-10-21
Iams Wealth Management, LLC
INCREASED3,4932,743+750+27%$462.0K$639.6K+$177.6K2026-10-15
TD Private Client Wealth LLC
DECREASED3,4693,516-47-1%$592.2K$635.2K+$43.0K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED3,4542,695+759+28%$453.9K$632.4K+$178.4K2026-10-16
Diligent Investors, LLC
UNCHANGED3,4493,44900%$580.9K$631.5K+$50.6K2026-10-21
Abel Hall, LLC
NEW3,392—+3,392——$621.0K—2026-10-19
Manske Wealth Management
INCREASED3,3712,959+412+14%$498.4K$617.2K+$118.9K2026-10-26
Norway Savings Bank
INCREASED3,3191,923+1,396+73%$323.9K$607.7K+$283.8K2026-10-20
Five Oceans Advisors
UNCHANGED3,3163,31600%$558.5K$607.2K+$48.7K2026-10-22
Kathmere Capital Management, LLC
INCREASED3,3002,453+847+35%$413.1K$604.2K+$191.1K2026-10-20
May Hill Capital, LLC
INCREASED3,2772,441+836+34%$411.1K$600.0K+$188.9K2026-11-03
Florida Trust Wealth Management Co
INCREASED3,1512,829+322+11%$476.5K$576.9K+$100.5K2026-11-05
Atria Investments, Inc
INCREASED3,0652,096+969+46%$353.1K$561.2K+$208.2K2026-10-15
Lodestone Wealth Management LLC
INCREASED2,8362,660+176+7%$448.0K$519.4K+$71.4K2026-10-14
Brighton Jones LLC
INCREASED2,7652,686+79+3%$452.4K$506.2K+$53.9K2026-11-03
HUB Investment Partners, LLC
INCREASED2,7242,443+281+12%$411.5K$498.8K+$87.3K2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED2,7012,390+311+13%$421.2K$524.2K+$103.0K2026-10-21
Clear Harbor Asset Management, LLC
DECREASED2,6952,755-60-2%$464.0K$493.5K+$29.5K2026-11-05
Abundance Wealth Counselors
INCREASED2,5552,532+23+1%$426.4K$467.8K+$41.4K2026-10-26
LEE Danner & Bass Inc
UNCHANGED2,5172,51700%$423.9K$460.9K+$37.0K2026-10-27
Ping Capital Management, Inc.
UNCHANGED2,5002,50000%$421.1K$457.8K+$36.7K2026-10-13
Imc-Chicago, LLC
DECREASED2,47110,651-8,180-77%$1.8M$452.4K-$1.3M2026-11-05
Sagespring Wealth Partners, LLC
INCREASED2,4402,210+230+10%$372.2K$446.8K+$74.6K2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED2,4341,994+440+22%$335.9K$445.7K+$109.8K2026-11-05
Trust Point Inc.
INCREASED2,4322,251+181+8%$379.1K$445.3K+$66.2K2026-10-27
Greenspring Advisors, LLC
NEW2,380—+2,380——$435.6K—2026-11-05
Rosenberg Matthew Hamilton
INCREASED2,3712,303+68+3%$387.9K$434.1K+$46.3K2026-10-05
D.A. Davidson & Co.
INCREASED2,3692,303+66+3%$387.9K$433.9K+$46.0K2026-10-28
Legacy Bridge, LLC
DECREASED2,3282,702-374-14%$455.1K$426.3K-$28.8K2026-10-28
J. Team Financial, Inc.
DECREASED2,2862,319-33-1%$390.6K$418.6K+$28.0K2026-11-03
Clearstead Advisors, LLC
INCREASED2,2822,155+127+6%$362.9K$417.5K+$54.5K2026-11-06
Anchyra Partners LLC
INCREASED2,2801,772+508+29%$298.4K$417.5K+$119.0K2026-10-13
Ascent Group, LLC
INCREASED2,2562,221+35+2%$374.0K$413.0K+$39.0K2026-10-30
Westover Capital Advisors, LLC
UNCHANGED2,2452,24500%$378.1K$411.1K+$33.0K2026-10-26
Mission Wealth Management, LP
DECREASED2,2362,878-642-22%$484.7K$409.4K-$75.3K2026-10-15
MGO One Seven LLC
INCREASED2,2191,835+384+21%$309.1K$406.3K+$97.2K2026-10-28
Wealth Group, Ltd.
DECREASED2,1684,722-2,554-54%$795.0K$397-$794.6K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,1011,710+391+23%$288.0K$384.7K+$96.7K2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED2,0822,059+23+1%$346.8K$381.1K+$34.4K2026-10-30
Dynamic Advisor Solutions LLC
INCREASED2,0801,543+537+35%$259.9K$380.9K+$121.0K2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED2,0492,290-241-11%$385.7K$375.2K-$10.5K2026-10-26
StoneX Group Inc.
NEW2,041—+2,041——$384.6K—2026-11-03
Dorato Capital Management
INCREASED2,0391,884+155+8%$332.4K$373.0K+$40.5K2026-10-08
Net Worth Advisory Group
NEW2,014—+2,014——$369.3K—2026-10-20
Cromwell Holdings LLC
UNCHANGED1,9831,98300%$334.0K$363.1K+$29.1K2026-10-28
Davenport & Co LLC
INCREASED1,9261,292+634+49%$217.6K$352.7K+$135.1K2026-10-14
55 North Private Wealth, LLC
INCREASED1,9211,356+565+42%$228.4K$351.7K+$123.4K2026-10-20
Sowell Financial Services LLC
DECREASED1,9202,243-323-14%$377.7K$351.6K-$26.1K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED1,9101,769+141+8%$297.9K$349.6K+$51.8K2026-10-27
Wedbush Securities Inc
INCREASED1,8991,878+21+1%$316.0K$348-$315.7K2026-10-22
Keeler Thomas Management LLC
UNCHANGED1,8741,87400%$315.6K$343.1K+$27.5K2026-10-29
DeDora Capital, Inc.
DECREASED1,8572,292-435-19%$386.0K$340.1K-$45.9K2026-10-26
71 West Capital Partners
INCREASED1,8121,775+37+2%$298.9K$331.8K+$32.8K2026-11-04
First Command Advisory Services, Inc.
INCREASED1,791319+1,472+461%$53.7K$327.9K+$274.2K2026-11-05
Yousif Capital Management, LLC
INCREASED1,7501,676+74+4%$282.3K$320.4K+$38.2K2026-10-22
Soltis Investment Advisors LLC
INCREASED1,7421,507+235+16%$253.8K$318.9K+$65.1K2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED1,7421,717+25+1%$289.2K$319.0K+$29.8K2026-10-30
PKS Advisory Services, LLC
UNCHANGED1,7361,73600%$292.5K$292.5K$02026-10-26
Avior Wealth Management, LLC
INCREASED1,7321,700+32+2%$286.3K$317.1K+$30.8K2026-10-13
Traveka Wealth, LLC
DECREASED1,7111,720-9-1%$289.7K$313.3K+$23.6K2026-10-19
Deutsche Bank Ag\
DECREASED1,67611,931-10,255-86%$2.0M$306.9K-$1.7M2026-11-06
VestGen Advisors, LLC
INCREASED1,6641,292+372+29%$217.7K$304.7K+$87.1K2026-10-27
Riversedge Advisors, LLC
DECREASED1,6531,683-30-2%$283.5K$302.7K+$19.2K2026-10-09
Legacy Advisors, LLC
DECREASED1,6521,740-88-5%$293.1K$302.5K+$9.4K2026-10-19
First Horizon Corp
UNCHANGED1,6511,65100%$278.1K$302.3K+$24.2K2026-10-26
Trek Financial, LLC
INCREASED1,6221,503+119+8%$253.1K$297.0K+$43.9K2026-10-29
Walkner Condon Financial Advisors LLC
NEW1,593—+1,593——$291.7K—2026-11-02
Rossby Financial, LCC
INCREASED1,56399+1,464+1479%$16.7K$286.2K+$269.5K2026-11-05
Perigon Wealth Management, LLC
INCREASED1,5591,338+221+17%$225.4K$285.5K+$60.1K2026-10-22
Wedmont Private Capital
DECREASED1,5481,618-70-4%$285.5K$287.9K+$2.4K2026-10-09
Abacus Wealth Partners, LLC
INCREASED1,5421,408+134+10%$237.1K$282.3K+$45.2K2026-11-03
180 Wealth Advisors, LLC
INCREASED1,5341,288+246+19%$216.9K$280.9K+$64.0K2026-11-03
Aprio Wealth Management, LLC
INCREASED1,5211,248+273+22%$210.1K$278.4K+$68.3K2026-10-28
Successful Portfolios LLC
UNCHANGED1,5201,52000%$265.0K$275.9K+$10.9K2026-10-09
King Luther Capital Management Corp
INCREASED1,5171,493+24+2%$251.5K$277.8K+$26.3K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED1,4871,428+59+4%$240.5K$272.3K+$31.8K2026-11-05
Manchester Capital Management LLC
INCREASED1,4641,224+240+20%$206.1K$268.1K+$61.9K2026-10-22
Hardy Reed LLC
NEW1,457—+1,457——$266.8K—2026-11-06
Canopy Partners, LLC
NEW1,451—+1,451——$265.7K—2026-10-28
Gibbs Wealth Management
NEW1,415—+1,415——$259.1K—2026-10-22
Resonant Capital Advisors, LLC
NEW1,399—+1,399——$256.2K—2026-10-15
KOM Wealth Management Group, LLC
INCREASED1,3961,366+30+2%$230.1K$255.6K+$25.5K2026-10-15
Crestwood Advisors Group, LLC
NEW1,392—+1,392——$254.8K—2026-10-27
Klingman & Associates, LLC
INCREASED1,3891,265+124+10%$213.1K$254.4K+$41.3K2026-10-20
Oppenheimer & Co Inc
NEW1,368—+1,368——$250.5K—2026-10-26
SteelPeak Wealth, LLC
INCREASED1,3631,303+60+5%$219.5K$249.6K+$30.1K2026-10-16
Glenview Trust Co
NEW1,361—+1,361——$249.2K—2026-10-28
Parkside Financial Bank & Trust
INCREASED1,3401,034+306+30%$174.1K$245.4K+$71.2K2026-10-27
Meridian Wealth Management, LLC
DECREASED1,3051,311-60%$220.8K$238.9K+$18.1K2026-11-05
Heritage Wealth Management, Inc.
DECREASED1,2651,279-14-1%$215.5K$231.7K+$16.2K2026-10-28
Blue Trust, Inc.
INCREASED1,2551,237+18+1%$208.3K$229.8K+$21.5K2026-10-15
OpenArc Corporate Advisory, LLC
NEW1,225—+1,225——$224.3K—2026-10-21
RBA Wealth Management, LLC
NEW1,218—+1,218——$223.0K—2026-10-28
Ashton Thomas Private Wealth, LLC
NEW1,202—+1,202——$220.0K—2026-11-03
Sovran Advisors, LLC
DECREASED1,1951,212-17-1%$225.7K$234.9K+$9.2K2026-11-02
Silvia Mccoll Wealth Management, LLC
DECREASED1,1751,235-60-5%$208.0K$215.1K+$7.1K2026-10-07
Altfest L J & Co Inc
NEW1,163—+1,163——$213.0K—2026-10-27
Fifth Third Bancorp
INCREASED1,157948+209+22%$159.7K$211.8K+$52.2K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED1,147614+533+87%$103.4K$210.0K+$106.6K2026-10-30
Angeles Wealth Management, LLC
NEW1,121—+1,121——$205.3K—2026-10-26
Penobscot Investment Management Company, Inc.
NEW1,102—+1,102——$201.8K—2026-10-26
Semus Wealth Partners LLC
NEW1,100—+1,100——$201.4K—2026-10-22
Sound Income Strategies, LLC
NEW1,080—+1,080——$200.9K—2026-10-09
Leonteq Securities AG
DECREASED1,0653,358-2,293-68%$565.6K$195.0K-$370.6K2026-10-29
First Bancorp, Inc
UNCHANGED91091000%$153.3K$166.6K+$13.4K2026-10-26
Larson Financial Group LLC
INCREASED767178+589+331%$30.0K$140.4K+$110.5K2026-11-05
Cullen T Bankers, Inc.
DECREASED735796-61-8%$134.1K$134.7K+$5232026-10-28
Central Trust Co
UNCHANGED71071000%$119.6K$130.0K+$10.4K2026-11-05
Pflug Koory, LLC
UNCHANGED70070000%$117.9K$128.2K+$10.3K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED628930-302-32%$46.1K$115-$46.0K2026-11-04
Salomon & Ludwin, LLC
DECREASED611626-15-2%$106.2K$111.9K+$5.7K2026-10-29
Community Bank, N.A.
UNCHANGED60060000%$101.1K$109.9K+$8.8K2026-11-06
UMB Bank, n.a.
UNCHANGED57057000%$96.0K$104.4K+$8.4K2026-11-06
Owl Creek Wealth Partners LLC
INCREASED568469+99+21%$79.0K$104.0K+$25.0K2026-10-20
Spire Wealth Management
UNCHANGED52252200%$87.9K$95.6K+$7.7K2026-10-30
James T. Borello RIA
DECREASED460495-35-7%$83.4K$84.2K+$8582026-10-16
Costello Asset Management, Inc
UNCHANGED42042000%$70.7K$76.9K+$6.2K2026-10-30
Financial Management Professionals, Inc.
INCREASED413379+34+9%$63.8K$75.6K+$11.8K2026-10-23
Westside Investment Management, Inc.
UNCHANGED40340300%$67.9K$73.4K+$5.5K2026-11-02
Trust Co of Toledo NA
UNCHANGED40040000%$67.4K$73.2K+$5.9K2026-10-16
Main Street Group, LTD
UNCHANGED38638600%$65.0K$70.7K+$5.7K2026-10-28
Rothwell Investment Advisors, LLC
NEW380—+380——$69.7K—2026-11-06
Rydar Equities, Inc.
NEW356—+356——$65.1K—2026-10-13
North Star Investment Management Corp.
DECREASED350545-195-36%$91.8K$64.1K-$27.7K2026-10-27
Ares Financial Consulting, LLC
INCREASED341302+39+13%$50.9K$62.4K+$11.6K2026-10-19
Root Financial Partners, LLC
NEW338—+338——$61.9K—2026-10-21
Golden State Wealth Management, LLC
UNCHANGED33433400%$56.4K$61.3K+$4.9K2026-11-02
Ascentis Wealth Management, LLC
INCREASED316267+49+18%$45.0K$57.9K+$12.9K2026-11-03
Brown, Lisle Ings, Inc.
INCREASED312288+24+8%$48.5K$57.1K+$8.6K2026-10-16
Private Trust Co NA
INCREASED291161+130+81%$27.1K$53.3K+$26.2K2026-10-20
CoreCap Advisors, LLC
INCREASED275177+98+55%$29.8K$50.5K+$20.7K2026-10-08
Bangor Savings Bank
UNCHANGED26726700%$45.0K$48.9K+$3.9K2026-10-06
Financial Perspectives, Inc
UNCHANGED26726700%$44.9K$48.8K+$3.9K2026-11-03
Lanark Financial, Inc.
INCREASED248188+60+32%$31.7K$45.4K+$13.7K2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED240210+30+14%$35.4K$43.9K+$8.6K2026-10-23
Roxbury Financial LLC
UNCHANGED22422400%$37.7K$41.0K+$3.3K2026-10-01
Trust Co of Vermont
INCREASED215195+20+10%$32.8K$39.4K+$6.5K2026-10-21
Asset Dedication, LLC
DECREASED204205-10%$34.5K$37.4K+$2.8K2026-11-03
Concord Wealth Partners
UNCHANGED20320300%$34.2K$37.2K+$3.0K2026-11-02
Independence Bank of Kentucky
DECREASED200250-50-20%$42.1K$36.6K-$5.5K2026-10-26
Montag A & Associates Inc
UNCHANGED20020000%$33.7K$36.6K+$2.9K2026-10-29
Key FInancial Inc
DECREASED199399-200-50%$67.2K$36.4K-$30.8K2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED19619600%$33.0K$35.9K+$2.9K2026-11-03
Jacobi Capital Management LLC
NEW186—+186——$34.1K—2026-11-05
Miller Global Investments, LLC
NEW185—+185——$33.9K—2026-10-02
Oakworth Capital, Inc.
INCREASED174167+7+4%$28.1K$31.9K+$3.7K2026-10-26
Bell Investment Advisors, Inc
INCREASED167107+60+56%$18.0K$30.6K+$12.6K2026-10-29
Mather Group, Llc.
INCREASED16464+100+156%$10.8K$30.0K+$19.2K2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED156192-36-19%$32.3K$28.6K-$3.8K2026-10-27
Physician Wealth Advisors, Inc.
INCREASED15473+81+111%$12.3K$28.2K+$15.9K2026-10-20
Highline Wealth Partners LLC
INCREASED154135+19+14%$22.7K$28.2K+$5.5K2026-10-19
Meriwether Wealth & Planning, LLC
NEW150—+150——$27.5K—2026-10-13
Nfsg Corp
UNCHANGED14714700%$24.7K$26.9K+$2.2K2026-10-15
SJS Investment Consulting Inc.
DECREASED145236-91-39%$39.7K$26.6K-$13.2K2026-10-26
True Wealth Design, LLC
INCREASED14237+105+284%$6.2K$26.0K+$19.8K2026-10-13
Fairscale Capital, LLC
UNCHANGED14214200%$23.9K$27.8K+$3.9K2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED14114100%$23.7K$25.8K+$2.1K2026-11-06
Silver Grove Financial Group, Inc.
INCREASED140138+2+1%$23.2K$25.6K+$2.4K2026-11-05
West Financial Advisors, LLC
NEW139—+139——$25.5K—2026-10-22
Signature Equity Partners, LLC
DECREASED138197-59-30%$33.2K$25.3K-$8.0K2026-10-29
Eastern Bank
UNCHANGED13813800%$23.2K$25.3K+$2.0K2026-10-05
Bank of New Hampshire
UNCHANGED13513500%$22.7K$24.7K+$2.0K2026-10-06
Financial Consulate, Inc
INCREASED13388+45+51%$14.8K$24.4K+$9.5K2026-10-23
Compass Financial Management LLC
UNCHANGED13213200%$24.6K$24.2K-$3732026-10-30
Addison Advisors LLC
INCREASED13170+61+87%$11.8K$24.0K+$12.2K2026-11-06
Latitude Advisors, LLC
NEW123—+123——$22.5K—2026-10-27
Pathway Financial Advisers, LLC
NEW119—+119——$21.9K—2026-10-27
CX Institutional
UNCHANGED11511500%$19$21+$22026-10-02
Retirement Wealth Solutions LLC
INCREASED10999+10+10%$16.7K$20.0K+$3.3K2026-10-07
Maseco LLP
UNCHANGED10610600%$17.8K$19.4K+$1.5K2026-10-27
Key Capital Management, Inc
UNCHANGED10310300%$17.3K$18.9K+$1.5K2026-11-03
Winch Advisory Services, LLC
UNCHANGED10310300%$17.3K$18.9K+$1.5K2026-11-06
Evolution Wealth Management Inc.
NEW100—+100——$18.3K—2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED10010000%$16.8K$18.3K+$1.5K2026-10-23
Caldwell Trust Co
UNCHANGED10010000%$16.8K$18.3K+$1.5K2026-10-30
Center for Financial Planning, Inc.
UNCHANGED10010000%$16.8K$18.3K+$1.5K2026-10-26
City State Bank
UNCHANGED10010000%$16.8K$18.3K+$1.5K2026-10-20
Hilltop National Bank
UNCHANGED10010000%$16.8K$18.3K+$1.5K2026-10-14
Proathlete Wealth Management LLC
NEW98—+98——$17.9K—2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED989800%$16.5K$17.9K+$1.4K2026-10-13
Albion Financial Group
DECREASED8889-1-1%$15.0K$16.1K+$1.1K2026-10-21
IFP Advisors, Inc
DECREASED85146-61-42%$24.6K$15.6K-$9.0K2026-10-16
Zions Bancorporation, National Association
DECREASED85102-17-17%$17.2K$15.6K-$1.6K2026-11-06
Phillip James Consulting Co.
UNCHANGED838300%$14.0K$15.2K+$1.2K2026-11-03
Livelsberger Financial Advisory
NEW76—+76——$13.9K—2026-10-28
Triumph Capital Management
INCREASED7539+36+92%$6.6K$13.7K+$7.2K2026-10-14
Mcdonald Partners LLC
UNCHANGED757500%$12.6K$13.7K+$1.1K2026-11-03
Redwood Park Advisors LLC
UNCHANGED707000%$11.8K$12.8K+$1.0K2026-11-02
UMB Private Wealth Management, LLC
NEW69—+69——$12.6K—2026-10-19
Nemes Rush Group LLC
UNCHANGED666600%$11.1K$12.1K+$9692026-11-04
Nova Financial LLC
NEW62—+62——$11.4K—2026-11-04
Arlington Trust Co LLC
UNCHANGED626200%$10.4K$11.4K+$9102026-10-20
Laurel Wealth Advisors LLC
NEW61—+61——$11.2K—2026-10-27
Aspect Partners, LLC
UNCHANGED585800%$9.8K$10.6K+$8522026-10-20
Next Level Wealth Planning, LLC
NEW55—+55——$10.1K—2026-10-29
Adirondack Trust Co
UNCHANGED505000%$8.4K$9.2K+$7342026-10-14
Elyxium Wealth, LLC
NEW47—+47——$8.6K—2026-10-27
Fortitude Family Office, LLC
NEW46—+46——$8.4K—2026-10-14
Kelleher Financial Advisors
DECREASED4590-45-50%$15.2K$8.2K-$6.9K2026-10-30
Creative Capital Management Investments LLC
UNCHANGED454500%$7.6K$8.2K+$6612026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED454500%$7.6K$8.2K+$6612026-10-19
Abound Wealth Management
UNCHANGED444400%$7.4K$8.1K+$6462026-10-26
Planning Strategies Inc.
NEW41—+41——$7.5K—2026-10-02
Bayban
UNCHANGED404000%$6.7K$6.7K$02026-11-05
Toth Financial Advisory Corp
UNCHANGED404000%$6.7K$7.3K+$5872026-10-08
Gleason Group, Inc.
UNCHANGED393900%$6.6K$7.1K+$5732026-10-15
American Capital Advisory, LLC
DECREASED3745-8-18%$7.6K$6.8K-$8042026-10-28
Caitong International Asset Management Co., Ltd
DECREASED35130-95-73%$21.9K$6.4K-$15.5K2026-10-29
MV Capital Management, Inc.
INCREASED3420+14+70%$3.4K$6.2K+$2.9K2026-10-29
WPG Advisers, LLC
UNCHANGED303000%$5.1K$5.5K+$4402026-10-27
Acumen Wealth Advisors, LLC
NEW28—+28——$5.1K—2026-11-05
Ascentis Independent Advisors
NEW25—+25——$4.6K—2026-11-03
Grove Bank & Trust
DECREASED25105-80-76%$17.7K$4.6K-$13.1K2026-10-08
Beacon Financial Strategies Corp
UNCHANGED252500%$4.2K$4.6K+$3672026-10-14
Financial Network Wealth Advisors LLC
INCREASED2320+3+15%$3.4K$4.2K+$8432026-10-28
Markowski Investments
UNCHANGED222200%$3.7K$4.0K+$3232026-10-30
Country Trust Bank
DECREASED2072-52-72%$12.1K$3.7K-$8.5K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED171700%$2.9K$3.1K+$2492026-10-15
Byrne Asset Management LLC
UNCHANGED151500%$2.5K$2.8K+$2242026-10-06
Balance Wealth Partners LLC
NEW13—+13——$2.4K—2026-10-27
MidAtlantic Capital Management, Inc.
NEW12—+12——$2.2K—2026-11-05
Monetary Solutions, Ltd
INCREASED128+4+50%$1.3K$2.2K+$8502026-10-22
Breakwater Investment Management
INCREASED117+4+57%$1.2K$2.0K+$8362026-10-20
Avion Wealth
UNCHANGED101000%$1$1$02026-11-04
Essential Investment Partners LLC
UNCHANGED101000%$1.7K$1.8K+$1472026-10-27
Tradewinds Capital Management, LLC
UNCHANGED101000%$1.7K$1.8K+$1462026-10-23
Richardson Financial Services Inc.
DECREASED9224-215-96%$37.7K$1.6K-$36.1K2026-10-30
Noble Wealth Management PBC
UNCHANGED9900%$1.5K$1.6K+$1322026-10-01
Evermay Wealth Management LLC
UNCHANGED8800%$1.3K$1.5K+$1172026-11-05
Elevated Capital Advisors, LLC
UNCHANGED8800%$1.3K$1.5K+$1182026-11-04
Navigoe, LLC
UNCHANGED8800%$1$1$02026-11-04
Nvest Wealth Strategies, Inc.
NEW6—+6——$1.1K—2026-10-14
Godsey & Gibb, Inc
NEW5—+5——$916—2026-10-14
Creative Financial Designs Inc
DECREASED595-90-95%$16.0K$916-$15.1K2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED5500%$842$916+$742026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED5500%$1$1$02026-10-14
Gilpin Wealth Management, LLC
NEW4—+4——$733—2026-10-09
Kozak & Associates, Inc.
UNCHANGED4400%$619$711+$922026-10-29
TFC Financial Management, Inc.
UNCHANGED4400%$674$733+$592026-10-26
Trust Co
UNCHANGED4400%$674$732+$582026-10-09
Essential Partners LLC
DECREASED3119-116-97%$20.0K$549-$19.5K2026-10-14
Downshift Financial, LLC
UNCHANGED3300%$505$549+$442026-10-13
Mosley Wealth Management
UNCHANGED2200%$337$384+$472026-10-16
Wolff Wiese Magana LLC
UNCHANGED2200%$337$367+$302026-10-15
Fairway Wealth LLC
NEW1—+1——$183—2026-10-30
High Note Wealth, LLC
UNCHANGED1100%$168$183+$152026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED1100%$190$206+$162026-10-29
Anderson Hoagland & Co
CLOSED010,895-10,895-100%$1.8M$0-$1.8M2026-10-23
Grandview Asset Management LLC
CLOSED03,663-3,663-100%$616.9K$0-$616.9K2026-10-19
Chiron Capital Management, LLC
CLOSED03,210-3,210-100%$540.6K$0-$540.6K2026-10-15
Weaver Capital Management LLC
CLOSED03,146-3,146-100%$648.4K$0-$648.4K2026-10-15
Arta Finance Wealth Management LLC
CLOSED01,575-1,575-100%$265.3K$0-$265.3K2026-10-28
MQS Management LLC
CLOSED01,563-1,563-100%$263.2K$0-$263.2K2026-11-06
Gallacher Capital Management LLC
CLOSED01,531-1,531-100%$257.8K$0-$257.8K2026-10-30
HBK Sorce Advisory LLC
CLOSED01,206-1,206-100%$224.1K$0-$224.1K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0573-573-100%$96.5K$0-$96.5K2026-11-06
BankPlus Trust Department
CLOSED0400-400-100%$67.4K$0-$67.4K2026-11-06
Paradigm Asset Management Co LLC
CLOSED0355-355-100%$59.8K$0-$59.8K2026-11-05
Bayforest Capital Ltd
CLOSED0209-209-100%$35.2K$0-$35.2K2026-11-03
Tsfg, LLC
CLOSED0136-136-100%$23.0K$0-$23.0K2026-10-23
Robinswood Financial LLC
CLOSED0127-127-100%$21.4K$0-$21.4K2026-10-20
Coastline Trust Co
CLOSED0107-107-100%$18.0K$0-$18.0K2026-10-01
Cornerstone Planning Group LLC
CLOSED0100-100-100%$18.0K$0-$18.0K2026-10-16
AdvisorNet Financial, Inc
CLOSED079-79-100%$13.3K$0-$13.3K2026-10-15
Whipplewood Advisors, LLC
CLOSED057-57-100%$9.6K$0-$9.6K2026-10-20
Bullseye Investment Management, LLC
CLOSED050-50-100%$8.4K$0-$8.4K2026-10-29
Merrithew & Thorsten Inc
CLOSED050-50-100%$8$0-$82026-11-06
Plante Moran Financial Advisors, LLC
CLOSED040-40-100%$6.7K$0-$6.7K2026-11-04
Washington Trust Advisors, Inc.
CLOSED020-20-100%$3.4K$0-$3.4K2026-10-22
Cape Investment Advisory, Inc.
CLOSED010-10-100%$1.7K$0-$1.7K2026-10-13
Stone House Investment Management, LLC
CLOSED010-10-100%$1.7K$0-$1.7K2026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED08-8-100%$1.3K$0-$1.3K2026-10-16
Trifecta Capital Advisors, LLC
CLOSED07-7-100%$1.2K$0-$1.2K2026-10-21
Southern Michigan Bank & Trust
CLOSED06-6-100%$1.0K$0-$1.0K2026-10-19
Horizon Financial Services, LLC
DECREASED017-17-100%$2.9K$0-$2.9K2026-11-04
Morgan Stanley
N/A—2,456,736-2,456,736-100%$413.8M———
FMR LLC
N/A—1,382,580-1,382,580-100%$232.9M———
Goldman Sachs Group Inc
N/A—1,123,348-1,123,348-100%$189.2M———
Northern Trust Corp
N/A—1,021,164-1,021,164-100%$172.0M———
BlackRock, Inc.
N/A—800,509-800,509-100%$134.8M———
Bank of America Corp
N/A—682,811-682,811-100%$115.0M———
American Century Companies Inc
N/A—568,712-568,712-100%$95.8M———
Stifel Financial Corp
N/A—494,233-494,233-100%$83.2M———
Captrust Financial Advisors
N/A—436,886-436,886-100%$73.6M———
Point72 Asset Management, L.P.
N/A—414,443-414,443-100%$69.8M———
Cullen Capital Management, LLC
N/A—391,325-391,325-100%$65.9M———
Royal Bank of Canada
N/A—322,259-322,259-100%$54.3M———
JPMorgan Chase & Co
N/A—314,847-314,847-100%$54.0M———
SRB Corp
N/A—291,689-291,689-100%$49.1M———
Natixis Advisors, LLC
N/A—286,244-286,244-100%$48.2M———
UBS Group AG
N/A—281,420-281,420-100%$47.4M———
Wells Fargo & Company
N/A—255,400-255,400-100%$43.0M———
Envestnet Asset Management Inc
N/A—239,884-239,884-100%$40.4M———
Millennium Management LLC
N/A—226,468-226,468-100%$38.1M———
Ameriprise Financial Inc
N/A—206,398-206,398-100%$34.5M———
Clark Capital Management Group, Inc.
N/A—197,742-197,742-100%$33.3M———
First Trust Advisors LP
N/A—197,237-197,237-100%$33.2M———
Jones Financial Companies Lllp
N/A—196,276-196,276-100%$33.7M———
Franklin Resources Inc
N/A—174,848-174,848-100%$29.4M———
Charles Schwab Investment Management Inc
N/A—161,463-161,463-100%$27.2M———
Quantinno Capital Management LP
N/A—161,438-161,438-100%$27.2M———
D. E. Shaw & Co., Inc.
N/A—145,165-145,165-100%$24.4M———
Qube Research & Technologies Ltd
N/A—137,826-137,826-100%$23.2M———
Raymond James Financial Inc
N/A—118,683-118,683-100%$20.0M———
Tudor Investment Corp ET AL
N/A—116,862-116,862-100%$19.7M———
Martin Investment Management, LLC
N/A—98,860-98,860-100%$16.7M———
Invesco Ltd.
N/A—94,304-94,304-100%$15.9M———
Stamos Capital Partners, L.P.
N/A—93,585-93,585-100%$15.8M———
Cetera Investment Advisers
N/A—78,748-78,748-100%$13.3M———
QRG Capital Management, Inc.
N/A—77,642-77,642-100%$13.1M———
AQR Capital Management LLC
N/A—73,084-73,084-100%$12.3M———
Bank of Montreal
N/A—72,227-72,227-100%$12.2M———
UBS Asset Management Americas LLC
N/A—61,258-61,258-100%$10.3M———
Neuberger Berman Group LLC
N/A—57,413-57,413-100%$9.7M———
O'shaughnessy Asset Management, LLC
N/A—55,284-55,284-100%$9.3M———
State Street Corp
N/A—50,525-50,525-100%$8.5M———
Gabelli Funds LLC
N/A—49,950-49,950-100%$8.4M———
Susquehanna International Group, LLP
N/A—48,425-48,425-100%$8.2M———
SEI Investments Co
N/A—47,981-47,981-100%$8.1M———
TriCert Investment Counsel Inc.
N/A—47,622-47,622-100%$8.0M———
Citadel Advisors LLC
N/A—45,421-45,421-100%$7.6M———
Twin Tree Management, LP
N/A—42,379-42,379-100%$7.1M———
Mariner, LLC
N/A—41,973-41,973-100%$7.1M———
New York State Common Retirement Fund
N/A—38,952-38,952-100%$6.6M———
Squarepoint Ops LLC
N/A—38,856-38,856-100%$6.5M———
Vanguard Personalized Indexing Management, LLC
N/A—37,177-37,177-100%$6.3M———
Foster & Motley Inc
N/A—37,004-37,004-100%$6.2M———
Mercer Global Advisors Inc
N/A—35,504-35,504-100%$6.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—34,443-34,443-100%$5.8M———
HighTower Advisors, LLC
N/A—33,575-33,575-100%$5.7M———
Cerity Partners LLC
N/A—32,865-32,865-100%$5.5M———
Silvercrest Asset Management Group LLC
N/A—32,524-32,524-100%$5.5M———
Entropy Technologies, LP
N/A—31,469-31,469-100%$5.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—29,168-29,168-100%$4.9M———
Vident Advisory, LLC
N/A—29,112-29,112-100%$4.9M———
MML Investors Services, LLC
N/A—27,566-27,566-100%$4.6M———
Balyasny Asset Management L.P.
N/A—26,853-26,853-100%$4.5M———
IFG Advisory, LLC
N/A—25,024-25,024-100%$4.2M———
Naviter Wealth, LLC
N/A—24,320-24,320-100%$4.1M———
Pathstone Holdings, LLC
N/A—24,186-24,186-100%$4.1M———
Rockefeller Capital Management L.P.
N/A—23,940-23,940-100%$4.0M———
Nuveen, LLC
N/A—23,408-23,408-100%$3.9M———
Price T Rowe Associates Inc
N/A—22,874-22,874-100%$3.9M———
&partners
N/A—21,822-21,822-100%$3.7M———
Rhumbline Advisers
N/A—20,195-20,195-100%$3.4M———
Sanctuary Advisors, LLC
N/A—19,970-19,970-100%$3.4M———
Callan Family Office, LLC
N/A—19,030-19,030-100%$3.2M———
Schonfeld Strategic Advisors LLC
N/A—16,899-16,899-100%$2.8M———
DV Equities, LLC
N/A—16,704-16,704-100%$2.8M———
Campbell & Co Investment Adviser LLC
N/A—16,664-16,664-100%$2.8M———
XTX Topco Ltd
N/A—16,263-16,263-100%$2.7M———
Osaic Holdings, Inc.
N/A—16,212-16,212-100%$2.7M———
BNP Paribas Financial Markets
N/A—16,138-16,138-100%$2.7M———
CIBC World Market Inc.
N/A—15,972-15,972-100%$2.7M———
Hite Hedge Asset Management LLC
N/A—15,172-15,172-100%$2.6M———
M&T Bank Corp
N/A—14,632-14,632-100%$2.5M———
Federated Hermes, Inc.
N/A—13,837-13,837-100%$2.3M———
IEQ Capital, LLC
N/A—12,601-12,601-100%$2.1M———
Federation des caisses Desjardins du Quebec
N/A—12,536-12,536-100%$2.1M———
Principal Securities, Inc.
N/A—12,128-12,128-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—12,063-12,063-100%$2.0M———
Janney Montgomery Scott LLC
N/A—11,149-11,149-100%$1.9M———
Raelipskie Partnership
N/A—11,142-11,142-100%$1.9M———
Focus Partners Wealth
N/A—10,856-10,856-100%$1.8M———
Sequoia Financial Advisors, LLC
N/A—10,666-10,666-100%$1.8M———
Emerald Investment Advisers, LLC
N/A—10,660-10,660-100%$1.8M———
Integrated Quantitative Investments LLC
N/A—9,682-9,682-100%$1.6M———
United Capital Financial Advisors, LLC
N/A—9,614-9,614-100%$1.6M———
Scotia Capital Inc.
N/A—9,530-9,530-100%$1.6M———
Two Sigma Investments, LP
N/A—9,446-9,446-100%$1.6M———
Checchi Capital Advisers, LLC
N/A—8,951-8,951-100%$1.5M———
Caprock Group, LLC
N/A—8,942-8,942-100%$1.5M———
Northwest Bancshares, Inc.
N/A—8,647-8,647-100%$1.5M———
Ballentine Partners, LLC
N/A—7,981-7,981-100%$1.3M———
HSBC Holdings PLC
N/A—7,895-7,895-100%$1.3M———
DRW Securities, LLC
N/A—7,566-7,566-100%$1.3M———
Flow Traders U.S. LLC
N/A—7,537-7,537-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—7,496-7,496-100%$1.3M———
Cascade Financial Partners, LLC
N/A—7,430-7,430-100%$1.3M———
Northwestern Mutual Wealth Management Co
N/A—7,413-7,413-100%$1.2M———
HHM Wealth Advisors, LLC
N/A—7,379-7,379-100%$1.2M———
Hantz Financial Services, Inc.
N/A—7,245-7,245-100%$1.2M———
Summit Trail Advisors, LLC
N/A—7,029-7,029-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—6,976-6,976-100%$1.2M———
HRT Financial LP
N/A—6,729-6,729-100%$1.1M———
SOA Wealth Advisors, Llc.
N/A—6,580-6,580-100%$58.8K———
Smartleaf Asset Management LLC
N/A—6,515-6,515-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—6,514-6,514-100%$1.1M———
Tocqueville Asset Management L.P.
N/A—6,500-6,500-100%$1.1M———
F/m Investments LLC
N/A—6,351-6,351-100%$1.1M———
Baird Financial Group, Inc.
N/A—6,088-6,088-100%$1.0M———
National Bank of Canada
N/A—5,944-5,944-100%$1.0M———
Glenmede Trust Co NA
N/A—5,919-5,919-100%$996.9K———
NewEdge Advisors, LLC
N/A—5,850-5,850-100%$985.3K———
Arax Advisory Partners
N/A—5,822-5,822-100%$980.6K———
Nomura Holdings Inc
N/A—5,500-5,500-100%$926.3K———
Hudson Portfolio Management LLC
N/A—5,388-5,388-100%$907.4K———
Spirepoint Private Client, LLC
N/A—5,000-5,000-100%$842.1K———
Wealthedge Investment Advisors, LLC
N/A—4,724-4,724-100%$795.6K———
Moneta Group Investment Advisors LLC
N/A—4,426-4,426-100%$745.4K———
Beacon Pointe Advisors, LLC
N/A—4,425-4,425-100%$745.3K———
Global Retirement Partners, LLC
N/A—4,416-4,416-100%$743.8K———
Independent Advisor Alliance
N/A—4,369-4,369-100%$735.7K———
Intrust Bank NA
N/A—4,352-4,352-100%$733.0K———
Empowered Funds, LLC
N/A—4,296-4,296-100%$723.5K———
Advisory Services Network, LLC
N/A—4,184-4,184-100%$704.6K———
Basecamp Wealth Advisors LLC
N/A—4,158-4,158-100%$700.3K———
MAI Capital Management
N/A—4,066-4,066-100%$685.0K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—3,966-3,966-100%$668.0K———
Commerce Bank
N/A—3,878-3,878-100%$653.1K———
Aigen Investment Management, LP
N/A—3,867-3,867-100%$651.3K———
Peak6 LLC
N/A—3,729-3,729-100%$628.0K———
Syon Capital LLC
N/A—3,683-3,683-100%$620.3K———
GTS Securities LLC
N/A—3,673-3,673-100%$618.6K———
Optas, LLC
N/A—3,603-3,603-100%$606.8K———
Walleye Trading LLC
N/A—3,596-3,596-100%$605.6K———
Frec Markets, Inc.
N/A—3,576-3,576-100%$602.3K———
American Trust Investment Advisors, LLC
N/A—3,540-3,540-100%$596.2K———
Flputnam Investment Management Co
N/A—3,523-3,523-100%$593.4K———
Credit Industriel ET Commercial
N/A—3,455-3,455-100%$581.9K———
Bridgewater Advisors Inc.
N/A—3,288-3,288-100%$612.0K———
EP Wealth Advisors, LLC
N/A—3,250-3,250-100%$547.3K———
Ellevest, Inc.
N/A—3,217-3,217-100%$541.5K———
Landscape Capital Management, L.L.C.
N/A—3,130-3,130-100%$527.2K———
Invst, LLC
N/A—3,088-3,088-100%$520.1K———
Group One Trading LLC
N/A—3,052-3,052-100%$514.0K———
Arkadios Wealth Advisors
N/A—3,014-3,014-100%$507.6K———
Rexford Capital Inc
N/A—2,928-2,928-100%$493.1K———
Coldstream Capital Management Inc
N/A—2,867-2,867-100%$482.9K———
Alexander Labrunerie & Co., Inc.
N/A—2,748-2,748-100%$462.8K———
Pure Financial Advisors, LLC
N/A—2,733-2,733-100%$460.2K———
Dakota Wealth Management
N/A—2,674-2,674-100%$450.3K———
Private Advisor Group, LLC
N/A—2,358-2,358-100%$397.1K———
Strategic Wealth Partners, Ltd.
N/A—2,322-2,322-100%$391.0K———
Cary Street Partners Financial LLC
N/A—2,313-2,313-100%$389.6K———
Ridge Creek Global, Inc
N/A—2,278-2,278-100%$383.7K———
Campion Asset Management
N/A—2,242-2,242-100%$377.6K———
Cetera Trust Company, N.a
N/A—2,240-2,240-100%$377.3K———
Envestnet Portfolio Solutions, Inc.
N/A—2,215-2,215-100%$373.1K———
River Wealth Advisors LLC
N/A—2,213-2,213-100%$372.7K———
Capital Analysts, LLC
N/A—2,211-2,211-100%$363.0K———
Fort Sheridan Advisors LLC
N/A—2,133-2,133-100%$359.2K———
Sivia Capital Partners, LLC
N/A—2,006-2,006-100%$337.9K———
Koss-Olinger Consulting, LLC
N/A—2,005-2,005-100%$337.7K———
World Investment Advisors
N/A—1,980-1,980-100%$398.7K———
Cresset Asset Management, LLC
N/A—1,952-1,952-100%$328.8K———
Stephens Inc
N/A—1,935-1,935-100%$325.9K———
DLD Asset Management, LP
N/A—1,934-1,934-100%$325.7K———
Benjamin Edwards Inc
N/A—1,928-1,928-100%$324.7K———
Vestmark Advisory Solutions, Inc.
N/A—1,908-1,908-100%$321.4K———
Credit Agricole S A
N/A—1,898-1,898-100%$319.7K———
PFG Investments, LLC
N/A—1,863-1,863-100%$313.7K———
Vista Investment Management
N/A—1,848-1,848-100%$311.2K———
Dynasty Wealth Management, LLC
N/A—1,812-1,812-100%$305.2K———
Kingsview Wealth Management, LLC
N/A—1,790-1,790-100%$301.5K———
Blair William & Co
N/A—1,788-1,788-100%$301.1K———
PCM Encore, LLC
N/A—1,783-1,783-100%$300.3K———
Choate Investment Advisors
N/A—1,745-1,745-100%$293.9K———
Evolve Private Wealth, LLC
N/A—1,732-1,732-100%$291.7K———
Transamerica Financial Advisors, LLC
N/A—1,707-1,707-100%$287.5K———
Graybill Wealth Management, Ltd.
N/A—1,706-1,706-100%$287.3K———
Focus Partners Advisor Solutions, LLC
N/A—1,704-1,704-100%$287.1K———
West Family Investments, Inc.
N/A—1,670-1,670-100%$281.3K———
Kintra Wealth, LLC
N/A—1,670-1,670-100%$315.2K———
Brown Brothers Harriman & Co
N/A—1,657-1,657-100%$279.1K———
Snowden Capital Advisors LLC
N/A—1,634-1,634-100%$275.2K———
Virtu Financial LLC
N/A—1,628-1,628-100%$274.0K———
Hexagon Capital Partners LLC
N/A—1,625-1,625-100%$273.7K———
Gateway Wealth Partners, LLC
N/A—1,602-1,602-100%$269.7K———
Aptus Capital Advisors, LLC
N/A—1,602-1,602-100%$269.8K———
AE Wealth Management LLC
N/A—1,583-1,583-100%$266.6K———
New Republic Capital, LLC
N/A—1,503-1,503-100%$253.1K———
Composition Wealth, LLC
N/A—1,496-1,496-100%$252.0K———
Savvy Advisors, Inc.
N/A—1,488-1,488-100%$250.6K———
Bartlett & Co. Wealth Management LLC
N/A—1,465-1,465-100%$246.7K———
Prosperity Consulting Group, LLC
N/A—1,451-1,451-100%$244.4K———
Wealth Alliance, LLC
N/A—1,450-1,450-100%$244.2K———
Drive Wealth Management, LLC
N/A—1,409-1,409-100%$237.4K———
Stratos Wealth Advisors, LLC
N/A—1,392-1,392-100%$234.5K———
Cambria Investment Management, L.P.
N/A—1,390-1,390-100%$234.1K———
Brown Advisory Inc
N/A—1,372-1,372-100%$231.1K———
Capital Advisors Inc
N/A—1,334-1,334-100%$224.7K———
CIBC Bancorp USA Inc.
N/A—1,331-1,331-100%$224.2K———
American Money Management, LLC
N/A—1,290-1,290-100%$217.3K———
Modern Wealth Management, LLC
N/A—1,250-1,250-100%$210.5K———
Auxier Asset Management LLC
N/A—1,249-1,249-100%$210.4K———
Cahill Financial Advisors Inc
N/A—1,233-1,233-100%$207.7K———
Stonebrook Private Inc.
N/A—1,223-1,223-100%$206.0K———
Quantbot Technologies LP
N/A—1,214-1,214-100%$204.5K———
Keebeck Wealth Management
N/A—1,198-1,198-100%$201.8K———
Stratos Wealth Partners, Ltd.
N/A—1,193-1,193-100%$201.1K———
Harbour Investments, Inc.
N/A—1,115-1,115-100%$187.8K———
Laraway Financial Advisors Inc
N/A—1,100-1,100-100%$185.3K———
Purpose Unlimited Inc.
N/A—1,022-1,022-100%$172.1K———
Atlas Capital Advisors Inc.
N/A—854-854-100%$143.8K———
Huntington National Bank
N/A—846-846-100%$142.5K———
Cary Street Partners Investment Advisory LLC
N/A—716-716-100%$120.6K———
Tower Research Capital LLC (TRC)
N/A—712-712-100%$119.9K———
Corient IA LP
N/A—660-660-100%$111.2K———
Bessemer Group Inc
N/A—631-631-100%$100.0K———
McMillan Office, Inc.
N/A—600-600-100%$101.1K———
Millstone Evans Group, LLC
N/A—574-574-100%$96.7K———
HM Payson & Co
N/A—566-566-100%$95.3K———
Rothschild Investment LLC
N/A—557-557-100%$93.8K———
Aberdeen Wealth Management LLC
N/A—547-547-100%$92.1K———
Bruce G. Allen Investments, LLC
N/A—542-542-100%$91.3K———
Geneos Wealth Management Inc.
N/A—524-524-100%$88.3K———
Greykasell Wealth Strategies, Inc.
N/A—502-502-100%$84.5K———
BFC Planning, Inc.
N/A—447-447-100%$75.3K———
Logan Capital Management Inc
N/A—421-421-100%$70.9K———
BNP Paribas
N/A—400-400-100%$67.4K———
SouthState Bank Corp
N/A—389-389-100%$65.5K———
Bogart Wealth, LLC
N/A—346-346-100%$58.3K———
Atlantic Union Bankshares Corp
N/A—344-344-100%$57.9K———
CoreFirst Bank & Trust
N/A—338-338-100%$56.9K———
Abound Financial, LLC
N/A—300-300-100%$50.5K———
Longview Financial Advisors LLC
N/A—280-280-100%$47.2K———
IMA Advisory Services, Inc.
N/A—249-249-100%$41.9K———
Estabrook Capital Management
N/A—220-220-100%$37.1K———
Caldwell Sutter Capital, Inc.
N/A—215-215-100%$36.2K———
Continuum Advisory, LLC
N/A—213-213-100%$35.9K———
Hamrick Investment Counsel, llc
N/A—190-190-100%$32.0K———
Kilter Group LLC
N/A—178-178-100%$30.0K———
GW&K Investment Management, LLC
N/A—169-169-100%$28———
Parvin Asset Management, LLC
N/A—163-163-100%$27.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—156-156-100%$26.3K———
Ameriflex Group, Inc.
N/A—133-133-100%$22.4K———
Ancora Advisors LLCA
N/A—125-125-100%$21.1K———
Fiduciary Financial Advisors
N/A—125-125-100%$20.4K———
BOK Financial Private Wealth, Inc.
N/A—114-114-100%$19.2K———
Tacita Capital Inc
N/A—100-100-100%$16.8K———
Cornerstone Financial Management LLC
N/A—95-95-100%$16.0K———
Wellington-Altus USA Inc.
N/A—93-93-100%$19.2K———
SHP Wealth Management
N/A—83-83-100%$13.9K———
Manning & Napier Advisors LLC
N/A—80-80-100%$13.7K———
Basepoint Wealth LLC
N/A—65-65-100%$10.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—52-52-100%$8.8K———
N.E.W. Advisory Services LLC
N/A—50-50-100%$8.4K———
Westfuller Advisors, LLC
N/A—50-50-100%$8.4K———
Rialto Wealth Management, LLC
N/A—45-45-100%$7.6K———
LRI Investments, LLC
N/A—43-43-100%$7.2K———
Medallion Wealth Advisors, LLC
N/A—41-41-100%$6.9K———
Raffa Wealth Management, LLC
N/A—38-38-100%$6.4K———
Truvestments Capital LLC
N/A—37-37-100%$6.2K———
Synergy Investment Management, LLC
N/A—37-37-100%$6.6K———
Horizon Investments, LLC
N/A—36-36-100%$6.1K———
Field & Main Bank
N/A—35-35-100%$5.9K———
Smithfield Trust Co
N/A—34-34-100%$6———
Vision Retirement, LLC
N/A—28-28-100%$4.7K———
Marshall Investment Management, LLC
N/A—27-27-100%$4.5K———
Nova Wealth Management, Inc.
N/A—27-27-100%$4.5K———
Orion Capital Management LLC
N/A—26-26-100%$4.4K———
Crews Bank & Trust
N/A—25-25-100%$4.2K———
JPL Wealth Management, LLC
N/A—25-25-100%$4.2K———
CVA Family Office, LLC
N/A—24-24-100%$4.0K———
Boreal Capital Management LLC
N/A—24-24-100%$4.0K———
Park Square Financial Group, LLC
N/A—22-22-100%$3.7K———
Motco
N/A—22-22-100%$3.7K———
Glen Eagle Advisors, LLC
N/A—21-21-100%$3.6K———
HighMark Wealth Management LLC
N/A—18-18-100%$3.0K———
EFG International AG
N/A—18-18-100%$3.0K———
Dogwood Wealth Management LLC
N/A—17-17-100%$2.9K———
Elequin Capital, LP
N/A—16-16-100%$2.7K———
Godfrey Financial Associates, Inc.
N/A—16-16-100%$2.7K———
Strive Financial Group,LLC
N/A—15-15-100%$2.5K———
Highland Investment Advisors LLC
N/A—14-14-100%$2.4K———
VSM Wealth Advisory, LLC
N/A—14-14-100%$2.4K———
Quent Capital, LLC
N/A—13-13-100%$2.2K———
MidFirst Bank
N/A—13-13-100%$2.2K———
Allied Private Wealth LLC
N/A—11-11-100%$1.9K———
Benson Wealth Management Inc
N/A—10-10-100%$1.7K———
Sittner & Nelson, LLC
N/A—9-9-100%$1.5K———
Delta Asset Management LLC
N/A—8-8-100%$1.3K———
Dunhill Financial, LLC
N/A—7-7-100%$1.3K———
FWL Investment Management, LLC
N/A—6-6-100%$1.0K———
TD Capital Management LLC
N/A—6-6-100%$1.0K———
Mpwm Advisory Solutions, LLC
N/A—5-5-100%$842———
Investors Portfolio Services LLC
N/A—5-5-100%$843———
Kayne Anderson Rudnick Investment Management LLC
N/A—5-5-100%$842———
PIN OAK Investment Advisors Inc
N/A—3-3-100%$1———
Showing 697 of 697 institutions