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Travelers COS Inc (TRV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares6,282,893 from 6,320,694
Change-37,801 (-1%)
Value$2.2B (+$137.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,643,545 from 3,555,980
Change+87,565 (+2%)
Value$1.3B (+$125.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares1,446,192 from 1,422,225
Change+23,967 (+2%)
Value$515.6M (+$46.1M)
Filed 2026-11-05
Amundi
DECREASED
Shares1,093,401 from 1,245,989
Change-152,588 (-12%)
Value$389.8M (-$21.5M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares1,033,694 from 980,089
Change+53,605 (+5%)
Value$368.5M (+$45.0M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares948,246 from 992,821
Change-44,575 (-4%)
Value$338.1M (+$10.3M)
Filed 2026-10-20
Deutsche Bank Ag\
DECREASED
Shares876,624 from 914,127
Change-37,503 (-4%)
Value$312.5M (+$10.8M)
Filed 2026-11-06
Bahl & Gaynor LLC
DECREASED
Shares803,120 from 916,845
Change-113,725 (-12%)
Value$286.3M (-$16.3M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares773,605 from 763,539
Change+10,066 (+1%)
Value$275.8M (+$23.7M)
Filed 2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares651,391 from 622,620
Change+28,771 (+5%)
Value$232.2M (+$26.7M)
Filed 2026-11-05
Nykredit A/S
DECREASED
Shares574,863 from 721,322
Change-146,459 (-20%)
Value$204.9M (-$33.2M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares470,474 from 508,998
Change-38,524 (-8%)
Value$167.7M (-$301.8K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares460,648 from 434,188
Change+26,460 (+6%)
Value$164.2M (+$20.9M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares454,840 from 314,052
Change+140,788 (+45%)
Value$164.8K (+$73.9K)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares405,998 from 409,993
Change-3,995 (-1%)
Value$144.7M (+$9.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares375,046 from 327,681
Change+47,365 (+14%)
Value$136.2M (+$26.8M)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares372,436 from 378,598
Change-6,162 (-2%)
Value$132.8M (+$7.8M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares326,778 from 340,863
Change-14,085 (-4%)
Value$116.5M (+$4.0M)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares277,459 from 277,396
Change+63 (+0%)
Value$98.9M (+$7.3M)
Filed 2026-10-20
Russell Investments Group, Ltd.
DECREASED
Shares266,464 from 362,504
Change-96,040 (-26%)
Value$95.2M (-$24.6M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares252,618 from 279,248
Change-26,630 (-10%)
Value$90.1M (-$2.1M)
Filed 2026-11-02
Vest Financial, LLC
INCREASED
Shares230,507 from 215,257
Change+15,250 (+7%)
Value$82.2M (+$11.1M)
Filed 2026-10-21
Equity Investment Corp
DECREASED
Shares226,703 from 331,603
Change-104,900 (-32%)
Value$80.8M (-$28.6M)
Filed 2026-11-04
Great Lakes Advisors, LLC
DECREASED
Shares210,685 from 219,845
Change-9,160 (-4%)
Value$75.1M (+$2.5M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares204,945 from 148,807
Change+56,138 (+38%)
Value$73.1K (-$49.1M)
Filed 2026-10-22
Aberdeen Group plc
INCREASED
Shares202,741 from 190,551
Change+12,190 (+6%)
Value$9.4M (-$53.5M)
Filed 2026-11-06
OP Asset Management Ltd
INCREASED
Shares198,300 from 50,365
Change+147,935 (+294%)
Value$70.7M (+$54.1M)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares194,775 from 186,336
Change+8,439 (+5%)
Value$69.4M (+$7.9M)
Filed 2026-10-27
SEB Asset Management AB
DECREASED
Shares192,314 from 254,247
Change-61,933 (-24%)
Value$68.6M (-$15.4M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares190,226 from 221,910
Change-31,684 (-14%)
Value$67.8M (-$5.4M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares180,349 from 190,562
Change-10,213 (-5%)
Value$64.3K (-$62.8M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares168,254 from 152,783
Change+15,471 (+10%)
Value$60.0M (+$9.5M)
Filed 2026-11-02
Pictet Asset Management Holding SA
DECREASED
Shares162,474 from 168,654
Change-6,180 (-4%)
Value$57.9M (+$2.2M)
Filed 2026-11-03
Virginia Retirement Systems ET Al
UNCHANGED
Shares160,700 from 160,700
Change0 (0%)
Value$57.3M (+$4.2M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares142,536 from 147,405
Change-4,869 (-3%)
Value$50.8M (+$2.2M)
Filed 2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares142,272 from 192,770
Change-50,498 (-26%)
Value$50.7K (-$63.0M)
Filed 2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares141,362 from 158,161
Change-16,799 (-11%)
Value$50.4M (-$1.8M)
Filed 2026-10-15
Assenagon Asset Management S.A.
INCREASED
Shares137,987 from 24,922
Change+113,065 (+454%)
Value$49.2M (+$41.0M)
Filed 2026-10-15
ProShare Advisors LLC
DECREASED
Shares135,663 from 141,971
Change-6,308 (-4%)
Value$48.4M (+$1.5M)
Filed 2026-10-29
Swedbank AB
DECREASED
Shares130,580 from 131,083
Change-503 (0%)
Value$46.6M (+$3.3M)
Filed 2026-10-27
Daiwa Securities Group Inc.
DECREASED
Shares119,175 from 131,364
Change-12,189 (-9%)
Value$42.5M (-$878.8K)
Filed 2026-10-29
Swiss Life Asset Management Ltd
INCREASED
Shares118,890 from 97,174
Change+21,716 (+22%)
Value$42.4M (+$10.3M)
Filed 2026-11-03
Braun Stacey Associates Inc
DECREASED
Shares114,746 from 115,297
Change-551 (0%)
Value$40.9M (+$2.8M)
Filed 2026-10-19
Candriam S.C.A.
INCREASED
Shares112,673 from 110,075
Change+2,598 (+2%)
Value$40.3M (+$4.0M)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares108,444 from 127,552
Change-19,108 (-15%)
Value$38.7M (-$3.4M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
DECREASED
Shares107,706 from 111,909
Change-4,203 (-4%)
Value$38.4M (+$1.5M)
Filed 2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares103,956 from 89,504
Change+14,452 (+16%)
Value$37.1M (+$7.5M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares99,900 from 103,982
Change-4,082 (-4%)
Value$35.6M (+$1.3M)
Filed 2026-11-05
GW Henssler & Associates LTD
DECREASED
Shares97,690 from 99,893
Change-2,203 (-2%)
Value$34.8M (+$1.9M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares96,729 from 85,374
Change+11,355 (+13%)
Value$34.5M (+$6.3M)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares90,364 from 107,164
Change-16,800 (-16%)
Value$32.0M (-$3.3M)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares89,514 from 88,932
Change+582 (+1%)
Value$31.9M (+$2.6M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares89,360 from 91,676
Change-2,316 (-3%)
Value$31.9M (+$1.6M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares85,167 from 76,724
Change+8,443 (+11%)
Value$30.4M (+$5.0M)
Filed 2026-10-20
Midwest Trust Co
DECREASED
Shares82,266 from 85,361
Change-3,095 (-4%)
Value$29.3M (+$1.1M)
Filed 2026-10-22
Pittenger & Anderson Inc
INCREASED
Shares77,706 from 76,311
Change+1,395 (+2%)
Value$27.7M (+$2.5M)
Filed 2026-11-02
Vontobel Holding Ltd.
DECREASED
Shares71,090 from 88,926
Change-17,836 (-20%)
Value$25.3M (-$4.0M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
DECREASED
Shares67,540 from 67,810
Change-270 (0%)
Value$24.1M (+$1.7M)
Filed 2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED
Shares66,480 from 94,320
Change-27,840 (-30%)
Value$23.7M (-$7.4M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares64,082 from 62,791
Change+1,291 (+2%)
Value$22.8M (+$2.1M)
Filed 2026-11-02
OFI Invest Asset Management
INCREASED
Shares62,571 from 4,036
Change+58,535 (+1450%)
Value$19.7M (+$18.4M)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares62,045 from 63,161
Change-1,116 (-2%)
Value$22.1M (+$1.3M)
Filed 2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares61,984 from 61,984
Change0 (0%)
Value$22.1K (-$20.4M)
Filed 2026-10-08
Greatmark Investment Partners, Inc.
DECREASED
Shares61,909 from 62,598
Change-689 (-1%)
Value$22.1M (+$1.4M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares61,504 from 58,837
Change+2,667 (+5%)
Value$21.9M (+$2.5M)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares60,573 from 61,605
Change-1,032 (-2%)
Value$21.6M (+$1.3M)
Filed 2026-10-26
Czech National Bank
DECREASED
Shares59,929 from 60,527
Change-598 (-1%)
Value$21.4M (+$1.4M)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
DECREASED
Shares58,005 from 59,242
Change-1,237 (-2%)
Value$20.7M (+$1.1M)
Filed 2026-10-27
Arizona State Retirement System
DECREASED
Shares57,824 from 59,004
Change-1,180 (-2%)
Value$20.6M (+$1.1M)
Filed 2026-11-03
Applied Finance Capital Management, LLC
DECREASED
Shares55,182 from 60,592
Change-5,410 (-9%)
Value$19.7M (-$329.9K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares54,653 from 56,653
Change-2,000 (-4%)
Value$19.5M (+$782.1K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
DECREASED
Shares52,423 from 53,361
Change-938 (-2%)
Value$18.7M (+$1.1M)
Filed 2026-10-15
Allworth Financial LP
NEW
Shares50,725
Change+50,725
Value$16.7M
Filed 2026-11-06
Mirae Asset Securities (USA) Inc.
DECREASED
Shares50,108 from 100,228
Change-50,120 (-50%)
Value$17.9M (-$15.2M)
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares50,004 from 48,739
Change+1,265 (+3%)
Value$17.8M (+$1.7M)
Filed 2026-11-03
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$17.8M (+$1.3M)
Filed 2026-10-28
Telos Capital Management, Inc.
DECREASED
Shares47,843 from 49,145
Change-1,302 (-3%)
Value$17.1M (+$832.9K)
Filed 2026-11-02
Talbot Financial, LLC
DECREASED
Shares47,792 from 47,821
Change-29 (0%)
Value$17.0M (+$1.3M)
Filed 2026-10-19
IFM Investors Pty Ltd
INCREASED
Shares47,786 from 47,674
Change+112 (+0%)
Value$17.0M (+$1.3M)
Filed 2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares47,655 from 55,882
Change-8,227 (-15%)
Value$17.0M (-$1.5M)
Filed 2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares46,081 from 46,968
Change-887 (-2%)
Value$16.4M (+$923.3K)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
DECREASED
Shares45,650 from 58,989
Change-13,339 (-23%)
Value$16.3M (-$3.2M)
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares44,813 from 45,888
Change-1,075 (-2%)
Value$16.0K (-$15.1M)
Filed 2026-10-15
Ritholtz Wealth Management
INCREASED
Shares44,715 from 40,794
Change+3,921 (+10%)
Value$15.9M (+$2.5M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
DECREASED
Shares44,316 from 75,350
Change-31,034 (-41%)
Value$15.8M (-$9.1M)
Filed 2026-10-16
Retirement Systems of Alabama
DECREASED
Shares43,741 from 44,673
Change-932 (-2%)
Value$15.6M (+$846.7K)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares43,718 from 44,782
Change-1,064 (-2%)
Value$15.6M (+$802.5K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares42,862 from 57,502
Change-14,640 (-25%)
Value$15.3M (-$3.7M)
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares42,330
Change+42,330
Value$15.1M
Filed 2026-10-29
Xponance LLC
INCREASED
Shares39,771 from 38,401
Change+1,370 (+4%)
Value$14.2M (+$1.5M)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares39,538 from 42,067
Change-2,529 (-6%)
Value$14.1M (+$208.6K)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares38,931 from 34,718
Change+4,213 (+12%)
Value$13.9M (+$2.4M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares37,666 from 38,244
Change-578 (-2%)
Value$13.4M (+$803.2K)
Filed 2026-11-05
Rakuten Investment Management, Inc.
NEW
Shares37,436
Change+37,436
Value$13.6M
Filed 2026-10-30
Aviance Capital Partners, LLC
INCREASED
Shares35,893 from 35,596
Change+297 (+1%)
Value$12.8M (+$1.0M)
Filed 2026-10-29
Goelzer Investment Management, Inc.
DECREASED
Shares35,703 from 36,668
Change-965 (-3%)
Value$12.7M (+$623.6K)
Filed 2026-10-16
Amalgamated Bank
DECREASED
Shares35,348 from 37,039
Change-1,691 (-5%)
Value$12.6K (-$12.2M)
Filed 2026-10-23
Benedict Financial Advisors Inc
DECREASED
Shares34,508 from 35,082
Change-574 (-2%)
Value$12.3M (+$721.0K)
Filed 2026-10-07
Strs Ohio
DECREASED
Shares34,327 from 38,926
Change-4,599 (-12%)
Value$12.2M (-$612.3K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares34,220 from 26,678
Change+7,542 (+28%)
Value$12.2K (-$8.8M)
Filed 2026-11-02
Carret Asset Management, LLC
DECREASED
Shares34,083 from 34,650
Change-567 (-2%)
Value$12.2M (+$712.3K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares32,861 from 34,048
Change-1,187 (-3%)
Value$11.7M (+$475.3K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares31,661 from 15,647
Change+16,014 (+102%)
Value$12.5M (+$7.4M)
Filed 2026-11-04
New York Life Investment Management LLC
DECREASED
Shares31,077 from 31,701
Change-624 (-2%)
Value$11.1M (+$614.1K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares30,608 from 30,116
Change+492 (+2%)
Value$10.9M (+$970.2K)
Filed 2026-10-29
Murphy Pohlad Asset Management LLC
DECREASED
Shares30,306 from 31,840
Change-1,534 (-5%)
Value$10.8M (+$293.4K)
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares30,025 from 30,198
Change-173 (-1%)
Value$10.7M (+$1.3M)
Filed 2026-11-06
Compagnie Lombard Odier SCmA
UNCHANGED
Shares29,100 from 29,100
Change0 (0%)
Value$10.4M (+$767.9K)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares28,617 from 28,515
Change+102 (+0%)
Value$10.2M (+$788.9K)
Filed 2026-10-07
Palisade Asset Management, LLC
DECREASED
Shares28,104 from 28,634
Change-530 (-2%)
Value$10.0M (+$566.7K)
Filed 2026-11-03
Raiffeisen Bank International AG
DECREASED
Shares27,879 from 32,122
Change-4,243 (-13%)
Value$10.1M (-$534.7K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares27,344 from 23,018
Change+4,326 (+19%)
Value$9.7M (+$2.1M)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares25,679 from 26,606
Change-927 (-3%)
Value$9.2M (+$371.6K)
Filed 2026-10-22
Oregon Public Employees Retirement Fund
DECREASED
Shares25,640 from 26,176
Change-536 (-2%)
Value$9.1M (+$499.7K)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares25,573 from 23,973
Change+1,600 (+7%)
Value$9.1M (+$1.2M)
Filed 2026-10-26
Fisher Funds Management LTD
INCREASED
Shares25,234 from 23,134
Change+2,100 (+9%)
Value$9.0M (+$1.4M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares24,929 from 27,278
Change-2,349 (-9%)
Value$8.9M (-$117.4K)
Filed 2026-10-21
SteelPeak Wealth, LLC
DECREASED
Shares24,349 from 43,226
Change-18,877 (-44%)
Value$8.7M (-$5.6M)
Filed 2026-10-16
Cullinan Associates Inc
INCREASED
Shares24,168 from 23,657
Change+511 (+2%)
Value$8.6M (+$806.4K)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares23,386 from 13,377
Change+10,009 (+75%)
Value$8.3M (+$3.9M)
Filed 2026-10-21
One Way Holdings LLC
NEW
Shares23,046
Change+23,046
Value$8.2M
Filed 2026-10-29
Capital City Trust Co
DECREASED
Shares22,915 from 23,277
Change-362 (-2%)
Value$8.2M (+$485.2K)
Filed 2026-10-22
Crossmark Global Holdings, Inc.
INCREASED
Shares22,494 from 8,808
Change+13,686 (+155%)
Value$8.0M (+$5.1M)
Filed 2026-10-21
Penobscot Investment Management Company, Inc.
DECREASED
Shares22,483 from 22,823
Change-340 (-1%)
Value$8.0M (+$481.1K)
Filed 2026-10-26
Meyer Handelman Co
DECREASED
Shares22,300 from 22,400
Change-100 (0%)
Value$8.0M (+$555.5K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares22,058 from 20,474
Change+1,584 (+8%)
Value$7.9M (+$1.1M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares21,707 from 19,844
Change+1,863 (+9%)
Value$7.7M (+$1.2M)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares21,451 from 22,483
Change-1,032 (-5%)
Value$7.6M (+$225.4K)
Filed 2026-11-06
Mutual of America Capital Management LLC
DECREASED
Shares21,331 from 21,910
Change-579 (-3%)
Value$7.6M (+$371.8K)
Filed 2026-10-23
Advisory Resource Group
INCREASED
Shares21,181 from 649
Change+20,532 (+3164%)
Value$7.6M (+$7.3M)
Filed 2026-10-26
BG Investment Services, LLC
NEW
Shares21,097
Change+21,097
Value$7.5M
Filed 2026-10-23
Chemung Canal Trust Co
DECREASED
Shares20,864 from 28,578
Change-7,714 (-27%)
Value$7.4M (-$2.0M)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares20,641 from 20,870
Change-229 (-1%)
Value$7.4M (+$469.1K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares20,580 from 18,440
Change+2,140 (+12%)
Value$7.3K (-$6.1M)
Filed 2026-10-26
Exchange Traded Concepts, LLC
INCREASED
Shares20,166 from 7,648
Change+12,518 (+164%)
Value$7.2M (+$4.7M)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares19,944 from 19,456
Change+488 (+3%)
Value$7.1M (+$687.5K)
Filed 2026-10-28
First Pacific Financial
DECREASED
Shares19,295 from 19,916
Change-621 (-3%)
Value$6.9M (+$304.3K)
Filed 2026-10-14
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares19,151 from 18,866
Change+285 (+2%)
Value$6.8M (+$599.5K)
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
INCREASED
Shares18,457 from 18,456
Change+1 (+0%)
Value$6.6M (+$487.4K)
Filed 2026-10-05
Moody Aldrich Partners LLC
INCREASED
Shares18,447 from 15,761
Change+2,686 (+17%)
Value$6.6M (+$1.4M)
Filed 2026-10-27
Fulcrum Asset Management LLP
INCREASED
Shares18,430 from 15,488
Change+2,942 (+19%)
Value$6.7M (+$1.6M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares18,097 from 7,889
Change+10,208 (+129%)
Value$6.5M (+$3.8M)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares18,007 from 17,677
Change+330 (+2%)
Value$6.4M (+$584.8K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
DECREASED
Shares17,934 from 18,129
Change-195 (-1%)
Value$6.4M (+$408.6K)
Filed 2026-10-22
Meridian Investment Counsel Inc.
DECREASED
Shares17,800 from 18,063
Change-263 (-1%)
Value$6.3M (+$382.9K)
Filed 2026-10-14
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares17,791 from 9,782
Change+8,009 (+82%)
Value$6.3M (+$3.1M)
Filed 2026-10-26
Leuthold Group, LLC
INCREASED
Shares17,564 from 16,008
Change+1,556 (+10%)
Value$6.3M (+$977.2K)
Filed 2026-11-04
Culbertson A N & Co Inc
DECREASED
Shares17,480 from 17,555
Change-75 (0%)
Value$6.2M (+$436.5K)
Filed 2026-10-21
Gulf International Bank (UK) Ltd
UNCHANGED
Shares16,936 from 16,936
Change0 (0%)
Value$6.0K (-$5.6M)
Filed 2026-10-20
Valley Wealth Managers, Inc.
DECREASED
Shares16,931 from 17,189
Change-258 (-1%)
Value$6.0M (+$361.7K)
Filed 2026-10-09
Baker Avenue Asset Management, LP
INCREASED
Shares16,782 from 16,472
Change+310 (+2%)
Value$6.0M (+$545.0K)
Filed 2026-11-06
Arjuna Capital
DECREASED
Shares16,541 from 17,029
Change-488 (-3%)
Value$5.9M (+$275.4K)
Filed 2026-11-03
Slow Capital, Inc.
DECREASED
Shares16,444 from 17,519
Change-1,075 (-6%)
Value$5.9M (+$79.1K)
Filed 2026-10-23
Sawyer & Company, Inc
DECREASED
Shares16,268 from 16,460
Change-192 (-1%)
Value$5.8M (+$365.9K)
Filed 2026-10-21
Generali Asset Management SPA SGR
DECREASED
Shares16,197 from 17,446
Change-1,249 (-7%)
Value$5.8M (+$15.1K)
Filed 2026-10-26
Unison Advisors LLC
INCREASED
Shares15,741 from 15,684
Change+57 (+0%)
Value$5.6M (+$434.2K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares15,478 from 8,964
Change+6,514 (+73%)
Value$5.5K (-$3.0M)
Filed 2026-11-05
iA Global Asset Management Inc.
INCREASED
Shares15,270 from 15,167
Change+103 (+1%)
Value$5.4K (-$5.0M)
Filed 2026-10-29
Alps Advisors Inc
DECREASED
Shares15,221 from 16,073
Change-852 (-5%)
Value$5.4M (+$120.4K)
Filed 2026-11-03
Principle Wealth Partners LLC
DECREASED
Shares15,192 from 15,470
Change-278 (-2%)
Value$5.4M (+$309.6K)
Filed 2026-11-02
Applied Capital LLC
DECREASED
Shares15,070 from 15,072
Change-2 (0%)
Value$5.4M (+$397.0K)
Filed 2026-10-07
Annex Advisory Services, LLC
INCREASED
Shares15,005 from 11,765
Change+3,240 (+28%)
Value$5.3M (+$1.5M)
Filed 2026-10-16
KCM Investment Advisors LLC
DECREASED
Shares14,845 from 15,446
Change-601 (-4%)
Value$5.3M (+$193.4K)
Filed 2026-10-27
Wakefield Asset Management Lllp
INCREASED
Shares14,620 from 14,345
Change+275 (+2%)
Value$5.2M (+$476.6K)
Filed 2026-11-05
LEE Danner & Bass Inc
DECREASED
Shares14,403 from 14,490
Change-87 (-1%)
Value$5.1M (+$351.4K)
Filed 2026-10-27
LBP AM SA
NEW
Shares14,028
Change+14,028
Value$5.0M
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares14,002 from 18,260
Change-4,258 (-23%)
Value$5.0M (-$1.0M)
Filed 2026-10-16
Romano Brothers and Company
DECREASED
Shares13,952 from 14,052
Change-100 (-1%)
Value$5.0M (+$335.2K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares13,831 from 13,262
Change+569 (+4%)
Value$4.9M (+$552.8K)
Filed 2026-10-08
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares13,787 from 14,145
Change-358 (-3%)
Value$4.9M (+$245.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares13,785 from 11,246
Change+2,539 (+23%)
Value$4.9M (+$1.2M)
Filed 2026-10-08
William B. Walkup & Associates, Inc.
INCREASED
Shares13,701 from 13,006
Change+695 (+5%)
Value$4.9M (+$590.9K)
Filed 2026-11-05
Globalt Investments LLC / GA
DECREASED
Shares13,480 from 14,095
Change-615 (-4%)
Value$4.8M (+$152.9K)
Filed 2026-10-27
Achmea Investment Management B.V.
NEW
Shares13,436
Change+13,436
Value$4.8M
Filed 2026-10-30
Rossmore Private Capital
DECREASED
Shares13,189 from 13,209
Change-20 (0%)
Value$4.7M (+$341.5K)
Filed 2026-10-27
Americana Partners, LLC
DECREASED
Shares13,158 from 14,326
Change-1,168 (-8%)
Value$4.7M (-$38.3K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares12,817 from 12,632
Change+185 (+1%)
Value$4.6M (+$399.3K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares12,777 from 11,446
Change+1,331 (+12%)
Value$4.6M (+$776.6K)
Filed 2026-11-05
Carnegie Investment Counsel
DECREASED
Shares12,769 from 13,080
Change-311 (-2%)
Value$4.6M (+$234.4K)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares12,758 from 9,376
Change+3,382 (+36%)
Value$4.5M (+$1.5M)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares12,436 from 12,330
Change+106 (+1%)
Value$4.4M (+$362.9K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares12,366 from 11,916
Change+450 (+4%)
Value$4.4M (+$474.9K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares12,346 from 12,070
Change+276 (+2%)
Value$4.4M (+$416.8K)
Filed 2026-11-03
Genus Capital Management Inc.
INCREASED
Shares12,135 from 12,015
Change+120 (+1%)
Value$4.3M (+$359.9K)
Filed 2026-11-04
Bokf, NA
DECREASED
Shares12,116 from 15,105
Change-2,989 (-20%)
Value$4.3M (-$667.0K)
Filed 2026-10-27
Praxis Investment Management Inc
INCREASED
Shares12,015 from 10,733
Change+1,282 (+12%)
Value$4.3K (-$3.5M)
Filed 2026-11-03
FinArc Investments, Inc.
DECREASED
Shares11,938 from 15,160
Change-3,222 (-21%)
Value$4.3M (-$748.6K)
Filed 2026-10-14
Compass Wealth Management LLC
DECREASED
Shares11,838 from 11,965
Change-127 (-1%)
Value$4.2M (+$270.5K)
Filed 2026-10-22
Elevate Capital Advisors, LLC
DECREASED
Shares11,749 from 15,351
Change-3,602 (-23%)
Value$4.2M (-$879.1K)
Filed 2026-11-02
Garner Asset Management Corp
DECREASED
Shares11,650 from 12,099
Change-449 (-4%)
Value$4.7M (+$668.0K)
Filed 2026-10-30
Lincoln Capital LLC
DECREASED
Shares11,201 from 11,218
Change-17 (0%)
Value$4.0M (+$295.8K)
Filed 2026-10-09
Hartford Investment Management Co
DECREASED
Shares11,192 from 11,873
Change-681 (-6%)
Value$4.0M (+$70.5K)
Filed 2026-11-04
Convergence Investment Partners, LLC
INCREASED
Shares11,125 from 7,936
Change+3,189 (+40%)
Value$4.0M (+$1.3M)
Filed 2026-10-28
Delta Financial Advisors LLC
DECREASED
Shares11,114 from 11,266
Change-152 (-1%)
Value$4.0M (+$243.3K)
Filed 2026-10-27
Third View Private Wealth, LLC
INCREASED
Shares11,062 from 10,777
Change+285 (+3%)
Value$3.9M (+$386.0K)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
DECREASED
Shares10,792 from 11,150
Change-358 (-3%)
Value$3.8M (+$166.6K)
Filed 2026-10-26
New Mexico Educational Retirement Board
UNCHANGED
Shares10,778 from 10,778
Change0 (0%)
Value$3.8K (-$3.6M)
Filed 2026-11-05
Levin Capital Strategies, L.P.
INCREASED
Shares10,711 from 9,973
Change+738 (+7%)
Value$3.8M (+$526.3K)
Filed 2026-11-02
Kintegral Advisory, LLC
INCREASED
Shares10,673 from 10,613
Change+60 (+1%)
Value$3.8M (+$301.5K)
Filed 2026-10-16
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares10,641 from 2,107
Change+8,534 (+405%)
Value$3.8M (+$3.1M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares10,548 from 9,700
Change+848 (+9%)
Value$3.8M (+$568.6K)
Filed 2026-11-04
Acropolis Investment Management, LLC
DECREASED
Shares10,546 from 10,773
Change-227 (-2%)
Value$3.8M (+$203.5K)
Filed 2026-10-08
Quadrant Capital Group LLC
INCREASED
Shares10,532 from 10,520
Change+12 (+0%)
Value$3.9M (+$458.5K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares10,530 from 12,131
Change-1,601 (-13%)
Value$3.8M (-$250.5K)
Filed 2026-10-15
Alkeme Wealth, LLC
DECREASED
Shares10,444 from 11,071
Change-627 (-6%)
Value$3.7M (+$68.6K)
Filed 2026-10-08
Peddock Capital Advisors, LLC
DECREASED
Shares10,396 from 10,477
Change-81 (-1%)
Value$3.7M (+$247.4K)
Filed 2026-10-16
Louisiana State Employees Retirement System
DECREASED
Shares10,300 from 10,900
Change-600 (-5%)
Value$3.7M (+$73.7K)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares10,250 from 8,746
Change+1,504 (+17%)
Value$3.7M (+$766.9K)
Filed 2026-11-06
Q3 Asset Management
NEW
Shares10,219
Change+10,219
Value$3.6K
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares10,196 from 12,423
Change-2,227 (-18%)
Value$3.6M (-$466.3K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares10,029 from 9,691
Change+338 (+3%)
Value$3.6M (+$376.2K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares10,009 from 20,875
Change-10,866 (-52%)
Value$3.7M (-$2.7M)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares9,974 from 9,273
Change+701 (+8%)
Value$3.6M (+$493.1K)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares9,972 from 8,607
Change+1,365 (+16%)
Value$3.6M (+$713.3K)
Filed 2026-10-30
Burney Co/
INCREASED
Shares9,915 from 9,890
Change+25 (+0%)
Value$3.5M (+$269.9K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares9,590 from 9,627
Change-37 (0%)
Value$3.4M (+$240.9K)
Filed 2026-10-23
Hennessy Advisors Inc
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$3.4M (+$250.7K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares9,474 from 7,860
Change+1,614 (+21%)
Value$3.6M (+$568.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,474 from 7,860
Change+1,614 (+21%)
Value$3.6M (+$568.7K)
Filed 2026-10-20
Lighthouse Financial Services Inc
INCREASED
Shares9,414 from 9,382
Change+32 (+0%)
Value$3.4M (+$216.9K)
Filed 2026-11-02
DSG Capital Advisors, LLC
DECREASED
Shares9,405 from 9,488
Change-83 (-1%)
Value$3.4M (+$157.1K)
Filed 2026-11-05
Nilsine Partners, LLC
INCREASED
Shares9,241 from 9,223
Change+18 (+0%)
Value$3.3M (+$249.8K)
Filed 2026-11-02
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares9,237 from 3,333
Change+5,904 (+177%)
Value$3.3M (+$2.2M)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares9,119 from 5,997
Change+3,122 (+52%)
Value$3.3M (+$1.3M)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares8,986 from 7,781
Change+1,205 (+15%)
Value$3.2M (+$634.9K)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares8,961 from 8,885
Change+76 (+1%)
Value$3.2M (+$261.3K)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares8,903 from 9,347
Change-444 (-5%)
Value$3.2M (+$88.4K)
Filed 2026-10-28
Fulton Bank, N.A.
DECREASED
Shares8,896 from 10,158
Change-1,262 (-12%)
Value$3.2M (-$181.8K)
Filed 2026-10-14
Ascent Group, LLC
INCREASED
Shares8,785 from 8,615
Change+170 (+2%)
Value$3.1M (+$288.0K)
Filed 2026-10-30
CWA Asset Management Group, LLC
INCREASED
Shares8,784 from 3,399
Change+5,385 (+158%)
Value$3.1M (+$2.0M)
Filed 2026-10-19
Smith Salley Wealth Management
INCREASED
Shares8,782 from 8,524
Change+258 (+3%)
Value$3.1M (+$316.5K)
Filed 2026-11-03
Grey Ledge Advisors, LLC
DECREASED
Shares8,753 from 8,863
Change-110 (-1%)
Value$3.1M (+$194.5K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares8,738 from 8,927
Change-189 (-2%)
Value$3.1M (+$168.2K)
Filed 2026-10-28
Monument Capital Management
INCREASED
Shares8,648 from 1,472
Change+7,176 (+488%)
Value$3.1M (+$2.6M)
Filed 2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares8,570 from 9,240
Change-670 (-7%)
Value$3.1K (-$3.0M)
Filed 2026-10-14
Kimelman & Baird, LLC
UNCHANGED
Shares8,514 from 8,514
Change0 (0%)
Value$3.0M (+$224.7K)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares8,510
Change+8,510
Value$3.1M
Filed 2026-10-29
Concord Wealth Partners
INCREASED
Shares8,462 from 8,300
Change+162 (+2%)
Value$3.0M (+$276.7K)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares8,438 from 8,077
Change+361 (+4%)
Value$3.0M (+$341.7K)
Filed 2026-11-02
Benin Management Corp
DECREASED
Shares8,418 from 8,743
Change-325 (-4%)
Value$3.0M (+$114.9K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares8,408 from 8,754
Change-346 (-4%)
Value$3.0M (+$107.7K)
Filed 2026-10-29
Accredited Investors Inc.
INCREASED
Shares8,357 from 8,300
Change+57 (+1%)
Value$3.0M (+$239.4K)
Filed 2026-11-03
Cornerstone Planning, LLC
INCREASED
Shares8,272 from 2,275
Change+5,997 (+264%)
Value$2.8M (+$2.0M)
Filed 2026-10-27
AGF Management LTD
DECREASED
Shares8,210 from 9,998
Change-1,788 (-18%)
Value$2.9M (-$373.6K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares8,190 from 7,985
Change+205 (+3%)
Value$2.9M (+$284.0K)
Filed 2026-10-08
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares8,063 from 47,614
Change-39,551 (-83%)
Value$2.9M (-$12.8M)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,865 from 6,045
Change+1,820 (+30%)
Value$2.8M (+$808.4K)
Filed 2026-11-03
Bank & Trust Co
DECREASED
Shares7,863 from 7,895
Change-32 (0%)
Value$2.8M (+$196.9K)
Filed 2026-10-07
Ballast, Inc.
DECREASED
Shares7,727 from 7,752
Change-25 (0%)
Value$2.8M (+$195.7K)
Filed 2026-10-20
E. Ohman J:or Asset Management AB
UNCHANGED
Shares7,720 from 7,720
Change0 (0%)
Value$2.8M (+$203.7K)
Filed 2026-10-22
Venture Visionary Partners LLC
DECREASED
Shares7,693 from 8,226
Change-533 (-6%)
Value$2.7M (+$27.3K)
Filed 2026-10-07
Tokio Marine Asset Management Co LTD
INCREASED
Shares7,679 from 7,239
Change+440 (+6%)
Value$2.7M (+$347.9K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares7,568 from 7,484
Change+84 (+1%)
Value$2.7M (+$227.1K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares7,387 from 7,287
Change+100 (+1%)
Value$2.6M (+$228.0K)
Filed 2026-10-28
Rydar Equities, Inc.
INCREASED
Shares7,380 from 7,159
Change+221 (+3%)
Value$2.7M (+$50.2K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares7,362 from 8,034
Change-672 (-8%)
Value$2.6M (-$27.6K)
Filed 2026-10-07
Virtue Asset Management LLC
INCREASED
Shares7,313 from 7,057
Change+256 (+4%)
Value$2.6M (+$277.5K)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares7,297 from 7,212
Change+85 (+1%)
Value$2.6M (+$220.5K)
Filed 2026-10-23
Montag A & Associates Inc
INCREASED
Shares7,295 from 1,896
Change+5,399 (+285%)
Value$2.6M (+$2.0M)
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares7,290 from 6,840
Change+450 (+7%)
Value$2.7M (+$451.6K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares7,270 from 6,963
Change+307 (+4%)
Value$2.6M (+$293.3K)
Filed 2026-10-20
Nordwand Advisors, LLC
INCREASED
Shares7,247 from 7,240
Change+7 (+0%)
Value$2.6M (+$193.6K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,174 from 4,788
Change+2,386 (+50%)
Value$2.7M (+$1.0M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares7,022 from 7,678
Change-656 (-9%)
Value$2.5M (-$31.4K)
Filed 2026-11-05
Academy Capital Management
DECREASED
Shares7,000 from 9,617
Change-2,617 (-27%)
Value$2.5M (-$679.2K)
Filed 2026-11-05
Naples Global Advisors, LLC
DECREASED
Shares6,995 from 7,050
Change-55 (-1%)
Value$2.5M (+$166.4K)
Filed 2026-11-05
Claro Advisors Inc.
DECREASED
Shares6,947 from 7,200
Change-253 (-4%)
Value$2.5M (+$99.4K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares6,932 from 7,179
Change-247 (-3%)
Value$2.5M (+$101.1K)
Filed 2026-10-14
Northern Financial Advisors Inc
INCREASED
Shares6,786 from 6,705
Change+81 (+1%)
Value$2.4M (+$205.8K)
Filed 2026-10-29
North Dakota State Investment Board
INCREASED
Shares6,761 from 6,454
Change+307 (+5%)
Value$2.4M (+$279.8K)
Filed 2026-10-27
Arrow Financial Corp
DECREASED
Shares6,750 from 7,357
Change-607 (-8%)
Value$2.4M (-$22.3K)
Filed 2026-10-26
Carmel Capital Partners, LLC
DECREASED
Shares6,637 from 7,819
Change-1,182 (-15%)
Value$2.4M (-$215.1K)
Filed 2026-11-03
Weaver Capital Management LLC
DECREASED
Shares6,620 from 7,521
Change-901 (-12%)
Value$2.4M (+$166.2K)
Filed 2026-10-15
Compound Planning, Inc.
INCREASED
Shares6,571 from 4,564
Change+2,007 (+44%)
Value$2.3M (+$835.7K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares6,521 from 6,280
Change+241 (+4%)
Value$2.3M (+$251.6K)
Filed 2026-10-21
Natixis
DECREASED
Shares6,327 from 79,795
Change-73,468 (-92%)
Value$2.3M (-$24.1M)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares6,277 from 7,141
Change-864 (-12%)
Value$2.2M (-$119.8K)
Filed 2026-11-02
Dagco, Inc.
INCREASED
Shares6,230 from 6,229
Change+1 (+0%)
Value$2.2M (+$164.8K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares6,226 from 6,096
Change+130 (+2%)
Value$2.2M (+$207.2K)
Filed 2026-10-14
WBH Advisory Inc
UNCHANGED
Shares6,035 from 6,035
Change0 (0%)
Value$2.2M (+$159.3K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares6,019 from 6,024
Change-5 (0%)
Value$2.1M (+$157.3K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares6,007 from 5,813
Change+194 (+3%)
Value$2.1M (+$222.5K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares5,999 from 5,562
Change+437 (+8%)
Value$2.1M (+$302.6K)
Filed 2026-10-23
Agate Pass Investment Management, LLC
DECREASED
Shares5,950 from 6,025
Change-75 (-1%)
Value$2.1M (+$132.3K)
Filed 2026-10-20
Plato Investment Management Ltd
DECREASED
Shares5,946 from 10,260
Change-4,314 (-42%)
Value$2.1M (-$3.0M)
Filed 2026-11-05
Vaughan David Investments LLC
UNCHANGED
Shares5,925 from 5,925
Change0 (0%)
Value$2.1K (-$2.0M)
Filed 2026-11-05
Profund Advisors LLC
INCREASED
Shares5,923 from 5,687
Change+236 (+4%)
Value$2.1M (+$234.2K)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares5,915 from 5,978
Change-63 (-1%)
Value$2.1M (+$135.3K)
Filed 2026-10-28
Tectonic Advisors LLC
DECREASED
Shares5,893 from 6,907
Change-1,014 (-15%)
Value$2.1M (-$179.2K)
Filed 2026-10-22
Bank of New Hampshire
INCREASED
Shares5,871 from 5,783
Change+88 (+2%)
Value$2.1M (+$184.0K)
Filed 2026-10-06
Kestra Private Wealth Services, LLC
DECREASED
Shares5,842 from 6,110
Change-268 (-4%)
Value$2.1M (+$65.8K)
Filed 2026-11-06
MB, Levis & Associates, LLC
INCREASED
Shares5,755 from 5,633
Change+122 (+2%)
Value$2.1M (+$192.1K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares5,754 from 5,713
Change+41 (+1%)
Value$2.3M (+$141.5K)
Filed 2026-10-27
V-Square Quantitative Management LLC
INCREASED
Shares5,719 from 5,606
Change+113 (+2%)
Value$2.0M (+$188.2K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares5,691 from 5,762
Change-71 (-1%)
Value$2.0M (+$126.7K)
Filed 2026-10-05
Churchill Financial Advisors, LLC
DECREASED
Shares5,680 from 5,791
Change-111 (-2%)
Value$2.0M (+$113.3K)
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares5,566 from 6,061
Change-495 (-8%)
Value$2.0M (-$16.4K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
DECREASED
Shares5,547 from 6,403
Change-856 (-13%)
Value$2.0M (-$136.0K)
Filed 2026-10-30
Commonwealth Retirement Investments LLC
INCREASED
Shares5,423 from 5,301
Change+122 (+2%)
Value$1.9M (+$183.4K)
Filed 2026-10-26
Securian Asset Management, Inc
DECREASED
Shares5,418 from 5,651
Change-233 (-4%)
Value$1.9M (-$153.5K)
Filed 2026-11-06
Chicago Trust Co NA
INCREASED
Shares5,368 from 3,041
Change+2,327 (+77%)
Value$1.9M (+$909.9K)
Filed 2026-10-28
Lyell Wealth Management, LP
INCREASED
Shares5,368 from 5,316
Change+52 (+1%)
Value$1.9M (+$158.8K)
Filed 2026-10-30
Net Worth Advisory Group
DECREASED
Shares5,221 from 5,249
Change-28 (-1%)
Value$1.9M (+$155.1K)
Filed 2026-10-20
JSF Financial, LLC
INCREASED
Shares5,203 from 4,963
Change+240 (+5%)
Value$1.9M (+$216.4K)
Filed 2026-10-22
Providence Wealth Advisors, LLC
INCREASED
Shares5,187 from 5,179
Change+8 (+0%)
Value$1.9M (+$118.4K)
Filed 2026-10-29
Guyasuta Investment Advisors Inc
UNCHANGED
Shares5,165 from 5,165
Change0 (0%)
Value$1.8M (+$136.3K)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares5,161 from 5,096
Change+65 (+1%)
Value$1.8M (+$157.7K)
Filed 2026-11-05
Center for Wealth Management Advisory
NEW
Shares5,132
Change+5,132
Value$1.8M
Filed 2026-10-23
Elmwood Wealth Management, Inc.
DECREASED
Shares5,121 from 5,170
Change-49 (-1%)
Value$1.8M (+$119.0K)
Filed 2026-10-14
Natural Investments, LLC
DECREASED
Shares5,010 from 5,170
Change-160 (-3%)
Value$1.8M (+$80.0K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares5,004 from 4,963
Change+41 (+1%)
Value$1.8M (+$145.6K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares5,003 from 4,827
Change+176 (+4%)
Value$1.8M (+$190.2K)
Filed 2026-10-19
Institute for Wealth Management, Llc.
DECREASED
Shares4,964 from 5,017
Change-53 (-1%)
Value$1.8M (+$113.5K)
Filed 2026-11-06
Glenview Trust Co
DECREASED
Shares4,945 from 5,117
Change-172 (-3%)
Value$1.8M (+$73.7K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares4,914 from 4,570
Change+344 (+8%)
Value$1.8M (+$243.1K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares4,901 from 3,669
Change+1,232 (+34%)
Value$1.8M (+$571.3K)
Filed 2026-10-09
Beacon Financial Group
DECREASED
Shares4,819 from 5,410
Change-591 (-11%)
Value$1.7M (-$67.9K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares4,804 from 4,842
Change-38 (-1%)
Value$1.7M (+$114.2K)
Filed 2026-10-16
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares4,797 from 7,546
Change-2,749 (-36%)
Value$1.7M (-$780.9K)
Filed 2026-11-06
Plimoth Trust Co LLC
DECREASED
Shares4,739 from 4,967
Change-228 (-5%)
Value$1.7M (+$49.8K)
Filed 2026-10-26
Bullock Wealth Management Group
INCREASED
Shares4,680 from 4,645
Change+35 (+1%)
Value$1.7M (+$138.1K)
Filed 2026-10-09
Procyon Advisors, LLC
DECREASED
Shares4,676 from 4,822
Change-146 (-3%)
Value$1.7M (+$75.2K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
INCREASED
Shares4,535 from 1,031
Change+3,504 (+340%)
Value$1.5M (+$1.2M)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares4,534 from 4,520
Change+14 (+0%)
Value$1.6M (+$124.3K)
Filed 2026-10-09
Investors Asset Management of Georgia Inc
UNCHANGED
Shares4,511 from 4,511
Change0 (0%)
Value$1.6M (+$119.0K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares4,456 from 4,295
Change+161 (+4%)
Value$1.6M (+$170.8K)
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares4,407 from 4,523
Change-116 (-3%)
Value$1.6M (+$78.0K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares4,379 from 3,702
Change+677 (+18%)
Value$1.6M (+$338.7K)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares4,374 from 4,367
Change+7 (+0%)
Value$1.6M (+$117.7K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares4,362 from 4,220
Change+142 (+3%)
Value$1.6M (+$162.0K)
Filed 2026-10-22
Hanson & Doremus Investment Management
DECREASED
Shares4,311 from 4,337
Change-26 (-1%)
Value$1.5K (-$1.4M)
Filed 2026-10-16
JB Capital LLC
INCREASED
Shares4,285 from 4,280
Change+5 (+0%)
Value$1.5M (+$114.6K)
Filed 2026-10-19
HBK Sorce Advisory LLC
INCREASED
Shares4,263 from 4,223
Change+40 (+1%)
Value$1.7M (+$102.6K)
Filed 2026-11-06
Financial Planning Hawaii, Inc.
DECREASED
Shares4,220 from 4,245
Change-25 (-1%)
Value$1.5M (+$103.1K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares4,212 from 3,790
Change+422 (+11%)
Value$1.5M (+$250.6K)
Filed 2026-10-22
Retireful, LLC
NEW
Shares4,203
Change+4,203
Value$1.5M
Filed 2026-10-09
Moody National Bank Trust Division
INCREASED
Shares4,194 from 4,190
Change+4 (+0%)
Value$1.5M (+$112.0K)
Filed 2026-10-06
Cornerstone Wealth Management, LLC
INCREASED
Shares4,177 from 4,172
Change+5 (+0%)
Value$1.5M (+$112.0K)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
DECREASED
Shares4,143 from 4,185
Change-42 (-1%)
Value$1.5M (+$95.5K)
Filed 2026-10-19
Perpetual Ltd
DECREASED
Shares4,126 from 4,129
Change-3 (0%)
Value$1.5M (+$107.9K)
Filed 2026-10-13
CV Advisors LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$1.5M (+$108.2K)
Filed 2026-10-13
Bailard, Inc.
DECREASED
Shares4,025 from 4,150
Change-125 (-3%)
Value$1.4M (+$65.0K)
Filed 2026-10-13
Yoffe Investment Management, LLC
UNCHANGED
Shares3,987 from 3,987
Change0 (0%)
Value$1.4M (+$105.2K)
Filed 2026-11-02
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares3,964 from 7,193
Change-3,229 (-45%)
Value$1.4M (-$961.3K)
Filed 2026-10-20
Kornitzer Capital Management Inc
INCREASED
Shares3,936 from 3,686
Change+250 (+7%)
Value$1.4M (+$186.4K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares3,894 from 4,371
Change-477 (-11%)
Value$1.4M (-$54.7K)
Filed 2026-10-13
Forza Wealth Management, LLC
DECREASED
Shares3,872 from 3,912
Change-40 (-1%)
Value$1.4M (+$89.0K)
Filed 2026-10-20
Texas Bank & Trust Co
DECREASED
Shares3,835 from 3,986
Change-151 (-4%)
Value$1.4M (+$51.4K)
Filed 2026-11-04
Premier Path Wealth Partners, LLC
INCREASED
Shares3,797 from 3,132
Change+665 (+21%)
Value$1.4M (+$319.8K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,772 from 3,736
Change+36 (+1%)
Value$1.3M (+$111.5K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares3,755 from 4,172
Change-417 (-10%)
Value$1.3M (-$38.6K)
Filed 2026-10-15
Tema Etfs LLC
INCREASED
Shares3,729 from 3,671
Change+58 (+2%)
Value$1.3M (+$117.6K)
Filed 2026-10-16
Delphi Management Inc
DECREASED
Shares3,680 from 4,191
Change-511 (-12%)
Value$1.3K (-$1.4M)
Filed 2026-11-05
Capital Investment Advisors, LLC
INCREASED
Shares3,672 from 3,633
Change+39 (+1%)
Value$1.3M (+$109.5K)
Filed 2026-10-22
Kanawha Capital Management LLC
DECREASED
Shares3,651 from 3,852
Change-201 (-5%)
Value$1.3M (+$30.0K)
Filed 2026-10-19
Calamos Wealth Management LLC
INCREASED
Shares3,645 from 3,465
Change+180 (+5%)
Value$1.3M (+$155.6K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares3,615 from 4,902
Change-1,287 (-26%)
Value$1.3M (-$329.7K)
Filed 2026-10-13
Fisher Asset Management, LLC
DECREASED
Shares3,606 from 3,658
Change-52 (-1%)
Value$1.3M (+$77.9K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares3,569 from 3,589
Change-20 (-1%)
Value$1.3K (-$1.2M)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares3,547 from 3,132
Change+415 (+13%)
Value$1.3M (+$230.6K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED
Shares3,538 from 3,538
Change0 (0%)
Value$1.3M (+$93.4K)
Filed 2026-11-06
Archford Capital Strategies, LLC
NEW
Shares3,517
Change+3,517
Value$1.3M
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,498 from 3,076
Change+422 (+14%)
Value$1.2M (+$231.6K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,494 from 3,494
Change0 (0%)
Value$1.2M (+$92.2K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares3,455 from 3,419
Change+36 (+1%)
Value$1.2M (+$103.0K)
Filed 2026-10-14
Gryphon Financial Partners LLC
DECREASED
Shares3,434 from 3,492
Change-58 (-2%)
Value$1.2M (+$71.5K)
Filed 2026-11-04
LSV Asset Management
INCREASED
Shares3,400 from 1,900
Change+1,500 (+79%)
Value$1.2K (-$625.8K)
Filed 2026-11-06
Barden Capital Management, Inc.
DECREASED
Shares3,394 from 3,573
Change-179 (-5%)
Value$1.2M (+$30.5K)
Filed 2026-10-09
AMG National Trust Bank
DECREASED
Shares3,375 from 3,487
Change-112 (-3%)
Value$1.2M (+$52.0K)
Filed 2026-11-05
LVM Capital Management LTD
INCREASED
Shares3,366 from 3,251
Change+115 (+4%)
Value$1.2M (+$1.2M)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,355 from 3,361
Change-6 (0%)
Value$1.2M (+$86.6K)
Filed 2026-10-23
Union Savings Bank
DECREASED
Shares3,326 from 3,363
Change-37 (-1%)
Value$1.2M (+$75.6K)
Filed 2026-10-14
LVW Advisors, LLC
INCREASED
Shares3,325 from 3,175
Change+150 (+5%)
Value$1.2M (+$137.3K)
Filed 2026-10-19
Searle & Co.
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$1.2M (+$87.2K)
Filed 2026-11-04
Villere ST Denis J & Co LLC
UNCHANGED
Shares3,303 from 3,303
Change0 (0%)
Value$1.2M (+$87.2K)
Filed 2026-11-04
Connecticut Wealth Management, LLC
DECREASED
Shares3,250 from 3,340
Change-90 (-3%)
Value$1.2M (+$56.3K)
Filed 2026-10-13
Burns J W & Co Inc
DECREASED
Shares3,248 from 3,249
Change-1 (0%)
Value$1.2M (+$85.4K)
Filed 2026-10-20
Parrish Capital LLC
DECREASED
Shares3,234 from 3,616
Change-382 (-11%)
Value$1.2M (-$40.8K)
Filed 2026-10-01
Quad-Cities Investment Group, LLC
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$1.1M (+$84.7K)
Filed 2026-10-16
Strategic Advisors LLC
INCREASED
Shares3,202 from 3,192
Change+10 (+0%)
Value$1.1M (+$87.7K)
Filed 2026-10-13
Clear Harbor Asset Management, LLC
INCREASED
Shares3,189 from 2,989
Change+200 (+7%)
Value$1.1M (+$150.2K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$1.1M (+$83.7K)
Filed 2026-10-16
Abner Herrman & Brock LLC
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$1.1K (+$84)
Filed 2026-10-20
West Paces Advisors Inc.
DECREASED
Shares3,159 from 3,667
Change-508 (-14%)
Value$1.1M (-$84.3K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares3,113 from 2,935
Change+178 (+6%)
Value$1.1K (-$967.9K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares3,045 from 2,928
Change+117 (+4%)
Value$1.1M (+$118.9K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares3,043 from 2,586
Change+457 (+18%)
Value$1.1M (+$226.5K)
Filed 2026-10-13
Biltmore Family Office, LLC
INCREASED
Shares3,038 from 2,848
Change+190 (+7%)
Value$1.1M (+$142.9K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,008 from 3,008
Change0 (0%)
Value$1.1M (+$79.4K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,004 from 3,069
Change-65 (-2%)
Value$1.1M (+$57.7K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares2,971 from 2,825
Change+146 (+5%)
Value$1.1M (+$126.5K)
Filed 2026-10-26
Ibex Wealth Advisors
INCREASED
Shares2,967 from 2,906
Change+61 (+2%)
Value$1.1M (+$98.5K)
Filed 2026-11-06
Grant Private Wealth Management Inc
NEW
Shares2,966
Change+2,966
Value$1.1M
Filed 2026-10-19
TD Waterhouse Canada Inc.
DECREASED
Shares2,965 from 3,810
Change-845 (-22%)
Value$1.1M (-$202.8K)
Filed 2026-10-16
Level Four Advisory Services, LLC
DECREASED
Shares2,957 from 3,559
Change-602 (-17%)
Value$1.1M (-$120.7K)
Filed 2026-11-06
CX Institutional
DECREASED
Shares2,946 from 27,665
Change-24,719 (-89%)
Value$1.1K (-$8.1K)
Filed 2026-10-02
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares2,929 from 2,899
Change+30 (+1%)
Value$1.0M (+$87.2K)
Filed 2026-10-13
Camden National Bank
DECREASED
Shares2,914 from 2,928
Change-14 (0%)
Value$1.0M (+$72.3K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares2,887 from 2,886
Change+1 (+0%)
Value$1.0M (+$76.4K)
Filed 2026-11-05
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares2,883 from 2,904
Change-21 (-1%)
Value$1.0M (+$69.1K)
Filed 2026-10-14
Welch & Forbes LLC
INCREASED
Shares2,880 from 2,623
Change+257 (+10%)
Value$1.0M (+$160.8K)
Filed 2026-11-04
Bank of Stockton
UNCHANGED
Shares2,861 from 2,861
Change0 (0%)
Value$1.0M (+$75.5K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares2,858 from 2,918
Change-60 (-2%)
Value$1.0M (+$55.7K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares2,833 from 2,473
Change+360 (+15%)
Value$1.0M (+$193.6K)
Filed 2026-10-28
Boston Trust Walden Corp
UNCHANGED
Shares2,819 from 2,819
Change0 (0%)
Value$1.0M (+$74.4K)
Filed 2026-10-30
Interchange Capital Partners, LLC
INCREASED
Shares2,735 from 2,629
Change+106 (+4%)
Value$975.1K (+$107.2K)
Filed 2026-10-28
PW Nova Financial Services LLC
NEW
Shares2,726
Change+2,726
Value$971.8K
Filed 2026-10-15
Central Trust Co
DECREASED
Shares2,704 from 2,716
Change-12 (0%)
Value$964.0K (+$67.4K)
Filed 2026-11-05
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$962.6K (+$71.3K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares2,691 from 2,296
Change+395 (+17%)
Value$959.5K (+$201.6K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,687 from 2,675
Change+12 (+0%)
Value$957.8K (+$74.6K)
Filed 2026-10-29
Sky Investment Group LLC
INCREASED
Shares2,663 from 2,258
Change+405 (+18%)
Value$949.4K (+$204.0K)
Filed 2026-10-30
Aries Wealth Management
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$947.6K (+$70.1K)
Filed 2026-10-23
Inlet Private Wealth, LLC
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$945.3K (+$70.0K)
Filed 2026-10-21
Eastern Bank
DECREASED
Shares2,647 from 2,696
Change-49 (-2%)
Value$943.7K (+$53.7K)
Filed 2026-10-05
VestGen Advisors, LLC
DECREASED
Shares2,618 from 3,170
Change-552 (-17%)
Value$933.2K (-$113.4K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
DECREASED
Shares2,618 from 2,699
Change-81 (-3%)
Value$933.3K (+$42.3K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED
Shares2,611 from 2,620
Change-9 (0%)
Value$931.0K (+$66.1K)
Filed 2026-10-05
Associated Banc-Corp
UNCHANGED
Shares2,608 from 2,608
Change0 (0%)
Value$929.8K (+$68.8K)
Filed 2026-10-30
Franklin Street Advisors Inc
UNCHANGED
Shares2,586 from 2,586
Change0 (0%)
Value$921.9K (+$68.2K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares2,581 from 1,586
Change+995 (+63%)
Value$920.3K (+$396.8K)
Filed 2026-10-21
Mechanics Bank Trust Department
DECREASED
Shares2,556 from 2,616
Change-60 (-2%)
Value$911.2K (+$47.6K)
Filed 2026-10-13
SkyOak Wealth, LLC
UNCHANGED
Shares2,553 from 2,553
Change0 (0%)
Value$910.2K (+$67.4K)
Filed 2026-10-28
Lederer & Associates Investment Counsel
DECREASED
Shares2,548 from 2,846
Change-298 (-10%)
Value$908 (-$32)
Filed 2026-10-23
Curated Wealth Partners LLC
INCREASED
Shares2,537 from 732
Change+1,805 (+247%)
Value$904.5K (+$662.8K)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares2,523 from 2,511
Change+12 (+0%)
Value$899.5K (+$70.5K)
Filed 2026-10-27
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,517 from 2,517
Change0 (0%)
Value$897.3K (+$66.4K)
Filed 2026-10-13
First National Bank Sioux Falls
DECREASED
Shares2,515 from 2,533
Change-18 (-1%)
Value$896.6K (+$139.7K)
Filed 2026-10-13
Hamel Associates, Inc.
UNCHANGED
Shares2,478 from 2,478
Change0 (0%)
Value$883.4K (+$65.4K)
Filed 2026-11-06
Stiles Financial Services Inc
DECREASED
Shares2,471 from 2,549
Change-78 (-3%)
Value$880.8K (+$39.4K)
Filed 2026-10-30
Orrstown Financial Services Inc
UNCHANGED
Shares2,459 from 2,459
Change0 (0%)
Value$876.7K (+$64.9K)
Filed 2026-10-14
Trust Asset Management LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$869.9K (+$64.4K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares2,419 from 2,280
Change+139 (+6%)
Value$862.2K (+$109.7K)
Filed 2026-11-04
Modera Wealth Management, LLC
INCREASED
Shares2,419 from 2,316
Change+103 (+4%)
Value$862.3K (+$97.7K)
Filed 2026-10-28
Abacus Wealth Partners, LLC
INCREASED
Shares2,401 from 2,215
Change+186 (+8%)
Value$856.0K (+$124.8K)
Filed 2026-11-03
Northcape Wealth Management, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$855.6K (+$63.3K)
Filed 2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$852.1K (+$42.0K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
INCREASED
Shares2,387 from 2,374
Change+13 (+1%)
Value$851.1K (+$67.1K)
Filed 2026-11-04
Jeppson Wealth Management, LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$844.9K (+$62.5K)
Filed 2026-10-20
Cidel Asset Management Inc
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$840.7K (+$62.2K)
Filed 2026-10-29
Eagle Harbor Asset Management Inc
INCREASED
Shares2,353 from 2,352
Change+1 (+0%)
Value$838.8K (+$62.3K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$830.7K (+$61.5K)
Filed 2026-10-28
Park National Corp
DECREASED
Shares2,321 from 2,638
Change-317 (-12%)
Value$827.5K (-$43.4K)
Filed 2026-10-05
Lmcg Investments, LLC
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$825.3K (+$61.1K)
Filed 2026-10-21
Foundation Resource Management Inc
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$825.3K (+$61.1K)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
INCREASED
Shares2,314 from 2,231
Change+83 (+4%)
Value$824.8K (+$88.5K)
Filed 2026-11-05
Jefferies Financial Group Inc.
NEW
Shares2,300
Change+2,300
Value$820.0K
Filed 2026-11-05
High Note Wealth, LLC
DECREASED
Shares2,295 from 2,873
Change-578 (-20%)
Value$825.6K (-$122.8K)
Filed 2026-10-27
Essex Bank
DECREASED
Shares2,280 from 2,406
Change-126 (-5%)
Value$812.8K (+$18.6K)
Filed 2026-10-16
Robinswood Financial LLC
UNCHANGED
Shares2,271 from 2,271
Change0 (0%)
Value$875.4K (+$125.7K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,259 from 1,941
Change+318 (+16%)
Value$805.5K (+$164.7K)
Filed 2026-10-08
Iams Wealth Management, LLC
DECREASED
Shares2,252 from 2,362
Change-110 (-5%)
Value$803.3K (+$23.2K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares2,252 from 2,157
Change+95 (+4%)
Value$802.7K (+$173.6K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares2,217 from 2,220
Change-3 (0%)
Value$790.4K (+$57.5K)
Filed 2026-10-13
Mendel Money Management
DECREASED
Shares2,215 from 2,240
Change-25 (-1%)
Value$789.7K (+$50.2K)
Filed 2026-11-02
Fortis Group Advisors, LLC
INCREASED
Shares2,210 from 2,203
Change+7 (+0%)
Value$875.8K (+$148.5K)
Filed 2026-11-06
Norden Group LLC
DECREASED
Shares2,209 from 2,276
Change-67 (-3%)
Value$787.9K (+$36.4K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares2,200 from 2,628
Change-428 (-16%)
Value$784.3K (-$83.2K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares2,196 from 2,261
Change-65 (-3%)
Value$794.3K (+$37.8K)
Filed 2026-11-02
City State Bank
DECREASED
Shares2,176 from 2,186
Change-10 (0%)
Value$775.8K (+$54.1K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares2,163
Change+2,163
Value$771.1K
Filed 2026-10-26
Kenora Financial, LLC
INCREASED
Shares2,162 from 2,100
Change+62 (+3%)
Value$770.8K (+$77.5K)
Filed 2026-10-20
Alhambra Investment Management LLC
DECREASED
Shares2,150 from 2,250
Change-100 (-4%)
Value$766.5K (+$23.7K)
Filed 2026-10-15
United Capital Management of KS, Inc.
INCREASED
Shares2,150 from 2,146
Change+4 (+0%)
Value$766.4K (+$58.0K)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares2,121 from 1,518
Change+603 (+40%)
Value$756.1K (+$255.0K)
Filed 2026-10-23
Ledyard National Bank
INCREASED
Shares2,118 from 2,101
Change+17 (+1%)
Value$755.1K (+$61.5K)
Filed 2026-10-21
Rothwell Investment Advisors, LLC
NEW
Shares2,110
Change+2,110
Value$752.2K
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares2,102
Change+2,102
Value$749.4K
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares2,094 from 1,974
Change+120 (+6%)
Value$746.4K (+$94.9K)
Filed 2026-10-09
Parcion Private Wealth LLC
INCREASED
Shares2,072 from 2,014
Change+58 (+3%)
Value$738.7K (+$73.8K)
Filed 2026-10-28
Diligent Investors, LLC
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$733.0K (+$54.3K)
Filed 2026-10-21
PDS Planning, Inc
INCREASED
Shares2,052 from 2,037
Change+15 (+1%)
Value$731.6K (+$59.1K)
Filed 2026-11-03
Journey Advisory Group, LLC
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$725.5K (+$53.7K)
Filed 2026-11-04
Defined Wealth Management, LLC
INCREASED
Shares2,022 from 2,019
Change+3 (+0%)
Value$720.9K (+$54.4K)
Filed 2026-10-19
Verdence Capital Advisors LLC
DECREASED
Shares2,017 from 19,976
Change-17,959 (-90%)
Value$718.9K (-$5.9M)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares2,014 from 2,729
Change-715 (-26%)
Value$718.0K (-$182.9K)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$717.7K (+$53.1K)
Filed 2026-10-30
Baron Wealth Management LLC
INCREASED
Shares2,010 from 1,918
Change+92 (+5%)
Value$716.4K (+$83.2K)
Filed 2026-10-27
SYM Financial Corp
INCREASED
Shares1,980 from 1,909
Change+71 (+4%)
Value$705.7K (+$75.5K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
DECREASED
Shares1,975 from 1,997
Change-22 (-1%)
Value$704.1K (+$45.0K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares1,973 from 1,454
Change+519 (+36%)
Value$703.4K (+$223.4K)
Filed 2026-10-15
71 West Capital Partners
INCREASED
Shares1,964 from 1,870
Change+94 (+5%)
Value$700.2K (+$82.9K)
Filed 2026-11-04
Schmidt P J Investment Management Inc
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$698.8K (+$51.7K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,956 from 2,431
Change-475 (-20%)
Value$697.5K (-$105.1K)
Filed 2026-10-21
Cigna Investments Inc
DECREASED
Shares1,951 from 1,996
Change-45 (-2%)
Value$696 (-$658.3K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares1,933 from 1,494
Change+439 (+29%)
Value$689.0K (+$195.7K)
Filed 2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares1,921 from 2,070
Change-149 (-7%)
Value$684.8K (+$1.5K)
Filed 2026-10-19
Cahaba Wealth Management, Inc.
DECREASED
Shares1,911 from 1,935
Change-24 (-1%)
Value$681.4K (+$42.7K)
Filed 2026-10-26
Flynn Zito Capital Management, LLC
INCREASED
Shares1,906 from 1,658
Change+248 (+15%)
Value$679.7K (+$132.3K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,899 from 491
Change+1,408 (+287%)
Value$677.0K (+$514.9K)
Filed 2026-10-07
Florida Trust Wealth Management Co
DECREASED
Shares1,893 from 2,060
Change-167 (-8%)
Value$674.9K (-$5.2K)
Filed 2026-11-05
Finward Bancorp
DECREASED
Shares1,865 from 2,000
Change-135 (-7%)
Value$664.9K (+$4.7K)
Filed 2026-10-14
Stockman Wealth Management, Inc.
DECREASED
Shares1,862 from 1,865
Change-3 (0%)
Value$663.8K (+$48.1K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares1,858
Change+1,858
Value$662.4K
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares1,852 from 1,822
Change+30 (+2%)
Value$660.3K (+$58.8K)
Filed 2026-10-20
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares1,850 from 2,034
Change-184 (-9%)
Value$659.5K (-$11.9K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares1,837 from 1,407
Change+430 (+31%)
Value$662.6K (+$179.1K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares1,812 from 1,415
Change+397 (+28%)
Value$646.0K (+$179.0K)
Filed 2026-10-26
Total Wealth Planning & Management, Inc.
DECREASED
Shares1,812 from 1,926
Change-114 (-6%)
Value$646.0K (+$10.2K)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares1,807 from 1,839
Change-32 (-2%)
Value$644.1K (+$37.2K)
Filed 2026-11-06
Sageworth Trust Co of South Dakota
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$642.4K (+$47.6K)
Filed 2026-10-30
Northeast Investment Management
DECREASED
Shares1,801 from 1,815
Change-14 (-1%)
Value$642.1K (+$42.9K)
Filed 2026-10-30
Valley Brook Capital Group, Inc.
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$641.4K (+$47.5K)
Filed 2026-10-26
Appleton Partners Inc
DECREASED
Shares1,775 from 1,789
Change-14 (-1%)
Value$633 (-$590.4K)
Filed 2026-10-30
AlphaCentric Advisors LLC
INCREASED
Shares1,767 from 491
Change+1,276 (+260%)
Value$630.0K (+$467.9K)
Filed 2026-11-03
PUREfi Wealth, LLC
DECREASED
Shares1,750 from 2,036
Change-286 (-14%)
Value$623.9K (-$48.2K)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares1,741 from 1,830
Change-89 (-5%)
Value$620.7K (+$16.5K)
Filed 2026-11-02
Brown Wealth Management, LLC
INCREASED
Shares1,734 from 1,707
Change+27 (+2%)
Value$618.3K (+$54.7K)
Filed 2026-10-20
State of Wyoming
DECREASED
Shares1,730 from 2,180
Change-450 (-21%)
Value$616.8K (-$102.9K)
Filed 2026-10-28
Pavion Blue Capital, LLC
UNCHANGED
Shares1,724 from 1,724
Change0 (0%)
Value$614.6K (+$45.5K)
Filed 2026-11-05
Burns Matteson Capital Management, LLC
NEW
Shares1,714
Change+1,714
Value$611.1K
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares1,706 from 1,750
Change-44 (-3%)
Value$644.5K (+$66.9K)
Filed 2026-10-15
Neville Rodie & Shaw Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$606 (+$44)
Filed 2026-10-05
Avestar Capital, LLC
INCREASED
Shares1,696 from 1,573
Change+123 (+8%)
Value$604.6K (+$85.4K)
Filed 2026-10-28
Canandaigua National Trust Co of Florida
NEW
Shares1,660
Change+1,660
Value$591.8K
Filed 2026-10-07
Nixon Peabody Trust Co
UNCHANGED
Shares1,659 from 1,659
Change0 (0%)
Value$591.5K (+$43.8K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,657 from 1,657
Change0 (0%)
Value$590.7K (+$43.7K)
Filed 2026-11-02
Catalyst Financial Partners LLC
INCREASED
Shares1,646 from 1,639
Change+7 (+0%)
Value$586.8K (+$45.7K)
Filed 2026-11-06
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$582.9K (+$43.1K)
Filed 2026-10-29
BAR Harbor Wealth Management
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$580.0K (+$42.9K)
Filed 2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED
Shares1,608 from 1,531
Change+77 (+5%)
Value$573.3K (+$67.9K)
Filed 2026-11-04
Root Financial Partners, LLC
INCREASED
Shares1,602 from 1,518
Change+84 (+6%)
Value$571.2K (+$70.0K)
Filed 2026-10-21
Princeton Global Asset Management LLC
INCREASED
Shares1,587 from 1,583
Change+4 (+0%)
Value$565.9K (+$43.4K)
Filed 2026-10-21
Univest Financial Corp
INCREASED
Shares1,579 from 1,472
Change+107 (+7%)
Value$562.8K (+$77.0K)
Filed 2026-11-05
Segment Wealth Management, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$561.1K (+$41.5K)
Filed 2026-10-26
Busey Bank
INCREASED
Shares1,573 from 1,558
Change+15 (+1%)
Value$560.8K (+$46.5K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares1,560 from 1,491
Change+69 (+5%)
Value$556.2K (+$63.9K)
Filed 2026-10-29
Capstone Wealth Management, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$556.2K (+$41.2K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares1,551 from 1,550
Change+1 (+0%)
Value$553.0K (+$41.3K)
Filed 2026-10-21
Sylvest Advisors, LLC
DECREASED
Shares1,548 from 1,735
Change-187 (-11%)
Value$551.9K (-$20.8K)
Filed 2026-10-26
G2 Capital Management, LLC / OH
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$546.9K (+$40.5K)
Filed 2026-10-23
Community Bank, N.A.
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$546.2K (+$40.4K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$546.2K (+$40.4K)
Filed 2026-10-23
Patten & Patten Inc
UNCHANGED
Shares1,523 from 1,523
Change0 (0%)
Value$543.1K (+$40.2K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares1,522 from 1,235
Change+287 (+23%)
Value$542.5K (+$134.6K)
Filed 2026-10-23
Cypress Point Wealth Management, LLC
INCREASED
Shares1,521 from 1,398
Change+123 (+9%)
Value$542.3K (+$80.7K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares1,521 from 1,476
Change+45 (+3%)
Value$542.2K (+$54.9K)
Filed 2026-10-16
Old Port Advisors
INCREASED
Shares1,519 from 1,474
Change+45 (+3%)
Value$541.5K (+$54.9K)
Filed 2026-10-23
Inscription Capital, LLC
DECREASED
Shares1,515 from 2,375
Change-860 (-36%)
Value$540.0K (-$244.0K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares1,514 from 1,530
Change-16 (-1%)
Value$540.1K (+$34.7K)
Filed 2026-11-05
Welch Group, LLC
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$538.7K (+$39.9K)
Filed 2026-10-29
D'Orazio & Associates, Inc.
INCREASED
Shares1,508 from 1,443
Change+65 (+5%)
Value$537.6K (+$61.2K)
Filed 2026-11-04
Randolph Co Inc
UNCHANGED
Shares1,503 from 1,503
Change0 (0%)
Value$535.8K (+$39.7K)
Filed 2026-10-23
Home Federal Bank of Tennessee
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$534.8K (+$39.6K)
Filed 2026-10-15
Veracity Capital LLC
DECREASED
Shares1,496 from 1,500
Change-4 (0%)
Value$533.3K (+$38.3K)
Filed 2026-10-08
Evermay Wealth Management LLC
DECREASED
Shares1,486 from 1,496
Change-10 (-1%)
Value$529.8K (+$35.9K)
Filed 2026-11-05
MBL Wealth, LLC
INCREASED
Shares1,481 from 1,473
Change+8 (+1%)
Value$528.0K (+$41.7K)
Filed 2026-10-22
QTR Family Wealth, LLC
DECREASED
Shares1,480 from 1,559
Change-79 (-5%)
Value$527.5K (+$13.0K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
DECREASED
Shares1,478 from 1,735
Change-257 (-15%)
Value$527.0K (-$45.9K)
Filed 2026-11-03
Washington Trust Co
DECREASED
Shares1,478 from 1,518
Change-40 (-3%)
Value$526.8K (+$25.8K)
Filed 2026-10-22
Alta Advisers Ltd
INCREASED
Shares1,476 from 825
Change+651 (+79%)
Value$526.2K (+$253.9K)
Filed 2026-11-02
Kestra Investment Management, LLC
DECREASED
Shares1,469 from 1,509
Change-40 (-3%)
Value$523.6K (+$25.4K)
Filed 2026-11-04
United Community Bank
DECREASED
Shares1,457 from 1,634
Change-177 (-11%)
Value$519.4K (-$20.0K)
Filed 2026-10-28
First Nebraska Trust Co
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$518.7K (+$38.4K)
Filed 2026-10-30
Stegent Equity Advisors, Inc.
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$517.3K (+$38.3K)
Filed 2026-10-13
Belleair Asset Management, LLC
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$515.9K (+$38.2K)
Filed 2026-11-03
Zions Bancorporation, National Association
DECREASED
Shares1,444 from 1,700
Change-256 (-15%)
Value$514.8K (-$46.4K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
DECREASED
Shares1,443 from 1,475
Change-32 (-2%)
Value$514.4K (+$27.5K)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares1,443 from 1,424
Change+19 (+1%)
Value$514.4K (+$44.2K)
Filed 2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares1,440 from 1,531
Change-91 (-6%)
Value$513.4K (+$8.0K)
Filed 2026-11-02
Trust Point Inc.
NEW
Shares1,422
Change+1,422
Value$507.0K
Filed 2026-10-27
Woodmont Investment Counsel LLC
INCREASED
Shares1,420 from 1,398
Change+22 (+2%)
Value$506.2K (+$44.7K)
Filed 2026-10-29
Wealth Architects, LLC
INCREASED
Shares1,411 from 1,288
Change+123 (+10%)
Value$503.0K (+$77.8K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares1,406 from 1,405
Change+1 (+0%)
Value$501.1K (+$37.3K)
Filed 2026-10-28
AGH Wealth Advisors, LLC
DECREASED
Shares1,401 from 1,534
Change-133 (-9%)
Value$499.5K (-$6.9K)
Filed 2026-10-26
Mitchell Sinkler & Starr
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$499.1K (+$36.9K)
Filed 2026-10-13
Howard Capital Management, LLC
DECREASED
Shares1,399 from 1,410
Change-11 (-1%)
Value$498.8K (+$33.3K)
Filed 2026-10-16
Lecap Asset Management LTD
NEW
Shares1,395
Change+1,395
Value$497.3K
Filed 2026-10-27
Atticus Wealth Management, LLC
INCREASED
Shares1,394 from 1,391
Change+3 (+0%)
Value$497.0K (+$37.8K)
Filed 2026-10-20
Aspen Investment Management Inc
UNCHANGED
Shares1,388 from 1,388
Change0 (0%)
Value$495 (+$37)
Filed 2026-11-05
3Chopt Investment Partners, LLC
INCREASED
Shares1,382 from 1,177
Change+205 (+17%)
Value$492.7K (+$104.1K)
Filed 2026-10-30
Alpine Bank Wealth Management
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$492.0K (+$36.4K)
Filed 2026-10-16
Great Waters Wealth Management
INCREASED
Shares1,377 from 1,375
Change+2 (+0%)
Value$490.9K (+$37.2K)
Filed 2026-10-07
Howland Capital Management LLC
DECREASED
Shares1,370 from 1,596
Change-226 (-14%)
Value$488.4K (-$38.5K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
INCREASED
Shares1,366 from 1,339
Change+27 (+2%)
Value$487.0K (+$45.0K)
Filed 2026-10-15
Hickory Point Bank & Trust
DECREASED
Shares1,364 from 1,374
Change-10 (-1%)
Value$486.3K (+$32.7K)
Filed 2026-10-01
1900 Wealth Management LLC
INCREASED
Shares1,358 from 1,293
Change+65 (+5%)
Value$484.1K (+$57.3K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares1,353 from 1,358
Change-5 (0%)
Value$482.4K (+$34.1K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares1,352 from 1,131
Change+221 (+20%)
Value$482.1K (+$108.6K)
Filed 2026-11-03
Milestones Private Investment Advisors LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$481.3K (+$35.6K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
INCREASED
Shares1,347 from 1,316
Change+31 (+2%)
Value$480.3K (+$45.8K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares1,345 from 1,161
Change+184 (+16%)
Value$479.6K (+$96.4K)
Filed 2026-11-04
Forum Financial Management, LP
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$475.6K (+$35.2K)
Filed 2026-10-16
Somerset Trust Co
INCREASED
Shares1,329 from 1,314
Change+15 (+1%)
Value$473.8K (+$40.0K)
Filed 2026-10-13
ForthRight Wealth Management, LLC
DECREASED
Shares1,321 from 1,362
Change-41 (-3%)
Value$471.0K (+$21.3K)
Filed 2026-11-06
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,320 from 1,364
Change-44 (-3%)
Value$470.6K (+$20.3K)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares1,313 from 1,170
Change+143 (+12%)
Value$468.1K (+$81.9K)
Filed 2026-10-15
VAN Strum & Towne Inc.
UNCHANGED
Shares1,304 from 1,304
Change0 (0%)
Value$464.9K (+$34.4K)
Filed 2026-11-06
Oakworth Capital, Inc.
INCREASED
Shares1,303 from 1,292
Change+11 (+1%)
Value$464.5K (+$34.9K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares1,299
Change+1,299
Value$463.1K
Filed 2026-10-21
Encompass Wealth Advisors, LLC
NEW
Shares1,298
Change+1,298
Value$462.8K
Filed 2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED
Shares1,297 from 1,297
Change0 (0%)
Value$462.4K (-$39.9K)
Filed 2026-10-20
Live Oak Private Wealth LLC
INCREASED
Shares1,296 from 1,286
Change+10 (+1%)
Value$462.0K (+$37.5K)
Filed 2026-11-02
Childress Capital Advisors, LLC
INCREASED
Shares1,296 from 1,295
Change+1 (+0%)
Value$461.9K (+$34.5K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares1,289 from 1,094
Change+195 (+18%)
Value$459.6K (+$98.4K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares1,281
Change+1,281
Value$495
Filed 2026-11-03
Clean Yield Group
INCREASED
Shares1,280 from 650
Change+630 (+97%)
Value$456.3K (+$241.8K)
Filed 2026-10-28
Ellsworth Advisors, LLC
INCREASED
Shares1,271 from 1,066
Change+205 (+19%)
Value$453.3K (+$102.5K)
Filed 2026-10-15
HCR Wealth Advisors
INCREASED
Shares1,268 from 1,043
Change+225 (+22%)
Value$452.1K (+$107.7K)
Filed 2026-10-15
S-Bank Fund Management Ltd
INCREASED
Shares1,257 from 1,196
Change+61 (+5%)
Value$448.1K (+$53.3K)
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares1,254 from 1,910
Change-656 (-34%)
Value$447.0K (-$183.7K)
Filed 2026-11-03
Liberty Capital Management, Inc.
UNCHANGED
Shares1,254 from 1,254
Change0 (0%)
Value$447.1K (+$33.1K)
Filed 2026-11-02
Abacus Planning Group, Inc.
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$444.6K (+$32.9K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares1,244 from 1,248
Change-4 (0%)
Value$443.6K (+$31.6K)
Filed 2026-10-13
Sage Rhino Capital LLC
DECREASED
Shares1,237 from 1,239
Change-2 (0%)
Value$441.0K (+$32.0K)
Filed 2026-10-28
Santori & Peters, Inc.
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$440.8K (+$32.6K)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares1,234 from 1,136
Change+98 (+9%)
Value$460.6K (+$75.7K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares1,233 from 1,151
Change+82 (+7%)
Value$439.6K (+$59.6K)
Filed 2026-10-02
BLB&B Advisors, LLC
DECREASED
Shares1,228 from 1,233
Change-5 (0%)
Value$437.8K (+$30.8K)
Filed 2026-10-27
Greenup Street Wealth Management LLC
INCREASED
Shares1,224 from 1,218
Change+6 (+0%)
Value$436.3K (+$34.4K)
Filed 2026-10-28
XXI Wealth, LLC
INCREASED
Shares1,223 from 1,082
Change+141 (+13%)
Value$436.0K (+$78.8K)
Filed 2026-10-22
Investment Research Partners LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$434.6K (+$32.2K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares1,211 from 1,089
Change+122 (+11%)
Value$434.8K (+$77.4K)
Filed 2026-11-03
Willner & Heller, LLC
INCREASED
Shares1,210 from 1,206
Change+4 (+0%)
Value$431.4K (+$33.3K)
Filed 2026-10-28
Wealth Effects LLC
INCREASED
Shares1,210 from 1,209
Change+1 (+0%)
Value$431.4K (+$32.1K)
Filed 2026-10-23
MMA Asset Management LLC
NEW
Shares1,207
Change+1,207
Value$430.3K
Filed 2026-11-02
Means Investment Co., Inc.
INCREASED
Shares1,204 from 1,202
Change+2 (+0%)
Value$429.4K (+$32.6K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares1,203 from 1,131
Change+72 (+6%)
Value$447.0K (+$63.4K)
Filed 2026-10-13
Enhancing Capital LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$427.8K (+$31.7K)
Filed 2026-10-26
Syverson Strege & Co
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$427.8K (+$31.7K)
Filed 2026-11-02
Builder Investment Group Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$427.8K (+$31.7K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
DECREASED
Shares1,196 from 1,273
Change-77 (-6%)
Value$426.4K (+$6.1K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
INCREASED
Shares1,194 from 1,192
Change+2 (+0%)
Value$425.7K (+$32.2K)
Filed 2026-11-03
Mainsail Asset Management, LLC
INCREASED
Shares1,188 from 1,187
Change+1 (+0%)
Value$428.6K (-$9.4K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares1,180 from 1,169
Change+11 (+1%)
Value$467.5K (+$68.3K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,173 from 1,300
Change-127 (-10%)
Value$418.1K (-$10.9K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares1,172 from 991
Change+181 (+18%)
Value$417.7K (+$90.5K)
Filed 2026-11-06
SmartHarvest Portfolios, LLC
DECREASED
Shares1,168 from 1,345
Change-177 (-13%)
Value$416.4K (-$27.7K)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$411.4K (+$30.5K)
Filed 2026-11-03
Novem Group
INCREASED
Shares1,150 from 1,144
Change+6 (+1%)
Value$410.0K (+$32.3K)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED
Shares1,149 from 1,407
Change-258 (-18%)
Value$409.6K (-$55.1K)
Filed 2026-10-23
Kelly Financial Group LLC
UNCHANGED
Shares1,148 from 1,148
Change0 (0%)
Value$411.0K (+$33.7K)
Filed 2026-10-16
Advisors Management Group Inc
DECREASED
Shares1,147 from 1,178
Change-31 (-3%)
Value$408 (-$387.6K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$378.3K ($0)
Filed 2026-11-05
Windsor Capital Management, LLC
DECREASED
Shares1,142 from 1,228
Change-86 (-7%)
Value$407.3K (+$1.7K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,133 from 978
Change+155 (+16%)
Value$404.0K (+$81.1K)
Filed 2026-10-29
Vicus Capital
INCREASED
Shares1,130 from 742
Change+388 (+52%)
Value$402.9K (+$158.0K)
Filed 2026-11-05
Slocum, Gordon & Co LLP
DECREASED
Shares1,130 from 1,175
Change-45 (-4%)
Value$402.9K (+$15.0K)
Filed 2026-10-19
Keystone Financial Group, Inc.
DECREASED
Shares1,128 from 1,139
Change-11 (-1%)
Value$402.0K (+$26.0K)
Filed 2026-10-13
Marietta Wealth Management, LLC
INCREASED
Shares1,125 from 1,105
Change+20 (+2%)
Value$425.0K (+$60.3K)
Filed 2026-10-22
Advisortrust Partners, LLC
DECREASED
Shares1,121 from 1,406
Change-285 (-20%)
Value$399.6K (-$64.5K)
Filed 2026-11-02
Capital Management Associates, Inc
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$397.2K (+$29.4K)
Filed 2026-10-20
SVB Wealth LLC
INCREASED
Shares1,112 from 1,056
Change+56 (+5%)
Value$396.4K (+$47.8K)
Filed 2026-11-06
Marino, Stram & Associates LLC
INCREASED
Shares1,110 from 1,109
Change+1 (+0%)
Value$395.7K (+$29.5K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares1,109 from 1,085
Change+24 (+2%)
Value$395.5K (+$37.0K)
Filed 2026-10-29
Westco Advisory Services Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$392.2K (+$29.0K)
Filed 2026-10-14
Sippican Capital Advisors
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$392.2K (+$29.0K)
Filed 2026-10-23
Abel Hall, LLC
INCREASED
Shares1,099 from 1,098
Change+1 (+0%)
Value$391.8K (+$29.3K)
Filed 2026-10-19
Bear Mountain Capital, Inc.
NEW
Shares1,096
Change+1,096
Value$426.9K
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares1,090 from 467
Change+623 (+133%)
Value$388.6K (+$234.4K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED
Shares1,090 from 1,084
Change+6 (+1%)
Value$388.7K (+$30.8K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares1,087
Change+1,087
Value$388
Filed 2026-11-02
Larry Mathis Financial Planning, LLC
DECREASED
Shares1,086 from 1,138
Change-52 (-5%)
Value$387.2K (+$11.5K)
Filed 2026-10-26
Avail Investment Partners, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$386.5K (+$28.6K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares1,083 from 1,006
Change+77 (+8%)
Value$386.2K (+$54.1K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares1,081 from 869
Change+212 (+24%)
Value$385.4K (+$98.7K)
Filed 2026-10-19
Caldwell Trust Co
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$384.7K (+$28.5K)
Filed 2026-10-30
Bull Oak Capital, LLC
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$384.3K (+$28.4K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
DECREASED
Shares1,074 from 1,077
Change-3 (0%)
Value$395.9K (+$40.5K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares1,073 from 1,066
Change+7 (+1%)
Value$382.5K (+$30.6K)
Filed 2026-10-16
McAdam, LLC
INCREASED
Shares1,069 from 967
Change+102 (+11%)
Value$381.1K (+$61.9K)
Filed 2026-10-21
Key FInancial Inc
INCREASED
Shares1,069 from 1,065
Change+4 (+0%)
Value$381.1K (+$29.5K)
Filed 2026-11-02
Heritage Family Offices, LLP
INCREASED
Shares1,068 from 933
Change+135 (+14%)
Value$380.8K (+$72.8K)
Filed 2026-11-02
Quantum Financial Advisors, LLC
INCREASED
Shares1,067 from 1,042
Change+25 (+2%)
Value$380.4K (+$36.4K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares1,066 from 1,021
Change+45 (+4%)
Value$380.0K (+$43.0K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares1,060 from 1,067
Change-7 (-1%)
Value$377.9K (+$25.7K)
Filed 2026-10-22
Purkiss Capital Advisors LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$378.0K (+$28.1K)
Filed 2026-11-06
MFA Wealth Services
DECREASED
Shares1,049 from 1,117
Change-68 (-6%)
Value$374.0K (+$5.4K)
Filed 2026-10-14
Terril Brothers, Inc.
NEW
Shares1,040
Change+1,040
Value$370.8K
Filed 2026-11-06
Sageworth Trust Co
DECREASED
Shares1,040 from 1,056
Change-16 (-2%)
Value$370.8K (+$22.2K)
Filed 2026-10-30
BankPlus Trust Department
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$368.6K (+$27.3K)
Filed 2026-11-06
Citizens National Bank Trust Department
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$368.6K (+$27.3K)
Filed 2026-11-04
Phillips Financial Management, LLC
INCREASED
Shares1,030 from 1,015
Change+15 (+1%)
Value$367.2K (+$32.1K)
Filed 2026-10-19
Manchester Capital Management LLC
DECREASED
Shares1,029 from 1,039
Change-10 (-1%)
Value$366.8K (+$23.9K)
Filed 2026-10-22
Community Financial Services Group, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$371.4K (+$27.7K)
Filed 2026-10-15
Allegheny Financial Group
INCREASED
Shares1,024 from 982
Change+42 (+4%)
Value$365.3K (+$40.9K)
Filed 2026-11-05
Valmark Advisers, Inc.
DECREASED
Shares1,024 from 1,026
Change-2 (0%)
Value$365.1K (+$26.4K)
Filed 2026-11-06
TMB Capital Partners, LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$364.4K (+$27.0K)
Filed 2026-10-20
Tobam
NEW
Shares1,021
Change+1,021
Value$364
Filed 2026-11-03
Canvas Wealth Advisors, LLC
INCREASED
Shares1,016 from 935
Change+81 (+9%)
Value$404.6K (+$96.0K)
Filed 2026-11-02
Vision Capital Management, Inc.
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$361.2K (+$26.7K)
Filed 2026-10-20
Five Oceans Advisors
DECREASED
Shares1,010 from 1,082
Change-72 (-7%)
Value$360.1K (+$2.9K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares1,006 from 55
Change+951 (+1729%)
Value$358.6K (+$340.5K)
Filed 2026-10-30
Magnus Financial Group LLC
INCREASED
Shares1,005 from 992
Change+13 (+1%)
Value$358.3K (+$30.9K)
Filed 2026-10-21
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,005 from 1,000
Change+5 (+1%)
Value$358.3K (+$28.2K)
Filed 2026-10-16
Tortoise Investment Management, LLC
INCREASED
Shares1,004 from 970
Change+34 (+4%)
Value$358.0K (+$37.8K)
Filed 2026-11-06
Oslo Pensjonsforsikring AS
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$357.9K (+$26.5K)
Filed 2026-10-15
Eagle Rock Investment Company, LLC
DECREASED
Shares1,000 from 14,612
Change-13,612 (-93%)
Value$356.5K (-$4.5M)
Filed 2026-10-21
Mill Capital Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$356.5K (+$26.4K)
Filed 2026-10-26
CrossGen Wealth, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$356.5K (+$26.4K)
Filed 2026-10-30
Peachtree Investment Partners, LLC
INCREASED
Shares995 from 968
Change+27 (+3%)
Value$354.8K (+$35.2K)
Filed 2026-11-05
Financial Council, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$354.4K (+$26.2K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares993 from 1,025
Change-32 (-3%)
Value$358.1K (+$19.8K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares991 from 41
Change+950 (+2317%)
Value$353.3K (+$339.8K)
Filed 2026-11-05
Legacy Edge Advisors, LLC
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$352.6K (+$26.1K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
DECREASED
Shares988 from 1,964
Change-976 (-50%)
Value$352.2K (-$294.8K)
Filed 2026-10-26
Global Financial Private Client, LLC
INCREASED
Shares988 from 973
Change+15 (+2%)
Value$352.2K (+$31.0K)
Filed 2026-10-15
Salvus Wealth Management, LLC
DECREASED
Shares985 from 1,730
Change-745 (-43%)
Value$351.2K (-$219.9K)
Filed 2026-10-13
Wedgewood Investors Inc
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$349.4K (+$25.9K)
Filed 2026-10-28
Opus Capital Group, LLC
DECREASED
Shares975 from 1,283
Change-308 (-24%)
Value$348 (-$423.7K)
Filed 2026-10-30
Ti-Trust, Inc
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$345.8K (+$25.6K)
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED
Shares968 from 1,007
Change-39 (-4%)
Value$345.1K (+$12.7K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$345.1K (+$25.5K)
Filed 2026-10-28
Baxter Bros Inc
DECREASED
Shares965 from 971
Change-6 (-1%)
Value$344.0K (+$23.4K)
Filed 2026-11-04
Curran Financial Partners, LLC
INCREASED
Shares952 from 752
Change+200 (+27%)
Value$339.2K (+$91.1K)
Filed 2026-11-04
Virtue Capital Management, LLC
NEW
Shares951
Change+951
Value$339.0K
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares949 from 762
Change+187 (+25%)
Value$338.1K (+$86.4K)
Filed 2026-10-13
Edmp, Inc.
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$336.9K (+$24.9K)
Filed 2026-10-22
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares942 from 1,238
Change-296 (-24%)
Value$335.8K (-$72.9K)
Filed 2026-11-02
Aspiriant, LLC
DECREASED
Shares937 from 956
Change-19 (-2%)
Value$334.1K (+$18.5K)
Filed 2026-10-16
Quantum Financial Partners LLC
INCREASED
Shares935 from 932
Change+3 (+0%)
Value$333.4K (+$25.7K)
Filed 2026-10-19
McLean Asset Management Corp
DECREASED
Shares934 from 950
Change-16 (-2%)
Value$376.3K (+$20.7K)
Filed 2026-11-06
Form Wealth Advisors, LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$331.6K (+$24.5K)
Filed 2026-10-13
Winthrop Advisory Group LLC
DECREASED
Shares929 from 937
Change-8 (-1%)
Value$331.1K (+$21.9K)
Filed 2026-10-22
BNC Wealth Management, LLC
INCREASED
Shares928 from 926
Change+2 (+0%)
Value$330.7K (+$24.9K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares922 from 996
Change-74 (-7%)
Value$328.7K (-$98)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares922 from 933
Change-11 (-1%)
Value$331.5K (+$23.6K)
Filed 2026-10-30
Breakwater Capital Group
DECREASED
Shares921 from 1,077
Change-156 (-14%)
Value$328.3K (-$27.2K)
Filed 2026-10-09
Blume Capital Management, Inc.
DECREASED
Shares921 from 950
Change-29 (-3%)
Value$328.3K (+$14.7K)
Filed 2026-10-26
Madrona Financial Services, LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$328.3K (+$24.3K)
Filed 2026-10-23
Guardian Partners Inc.
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$326.6K (+$24.2K)
Filed 2026-10-21
Everhart Financial Group, Inc.
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$324.8K (+$24.0K)
Filed 2026-10-08
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$324 (-$299.7K)
Filed 2026-11-05
Cornerstone Advisory, LLC
DECREASED
Shares909 from 1,059
Change-150 (-14%)
Value$323.9K (-$25.5K)
Filed 2026-11-06
United Asset Strategies, Inc.
INCREASED
Shares909 from 908
Change+1 (+0%)
Value$324.0K (+$24.3K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
DECREASED
Shares899 from 1,985
Change-1,086 (-55%)
Value$320.5K (-$334.8K)
Filed 2026-10-06
Sawgrass Asset Management LLC
DECREASED
Shares895 from 992
Change-97 (-10%)
Value$319.1K (-$8.4K)
Filed 2026-11-03
Berman McAleer LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$318.7K (+$23.6K)
Filed 2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED
Shares892 from 864
Change+28 (+3%)
Value$318.0K (+$32.8K)
Filed 2026-11-04
Klingman & Associates, LLC
INCREASED
Shares889 from 691
Change+198 (+29%)
Value$316.9K (+$88.8K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares888 from 885
Change+3 (+0%)
Value$316.6K (+$24.3K)
Filed 2026-11-02
Obermeyer Wealth Partners
DECREASED
Shares887 from 910
Change-23 (-3%)
Value$316.2K (+$15.8K)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares885 from 1,018
Change-133 (-13%)
Value$315.6K (-$20.3K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares883 from 894
Change-11 (-1%)
Value$314.8K (+$19.7K)
Filed 2026-10-27
Portside Wealth Group, LLC
INCREASED
Shares876 from 860
Change+16 (+2%)
Value$312.3K (+$28.4K)
Filed 2026-10-20
Town Capital LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$312.3K (+$23.1K)
Filed 2026-11-03
Legacy Trust
DECREASED
Shares875 from 1,000
Change-125 (-12%)
Value$346.7K (+$16.6K)
Filed 2026-11-06
Legacy Private Trust Co.
DECREASED
Shares875 from 880
Change-5 (-1%)
Value$311.9K (+$21.4K)
Filed 2026-10-06
Ariston Services Group
DECREASED
Shares874 from 1,212
Change-338 (-28%)
Value$311.6K (-$88.5K)
Filed 2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$310.2K (+$23.1K)
Filed 2026-11-02
Swiss RE LTD
INCREASED
Shares866 from 527
Change+339 (+64%)
Value$308.7K (+$134.8K)
Filed 2026-11-06
Intrua Financial, LLC
DECREASED
Shares864 from 877
Change-13 (-1%)
Value$308.0K (+$18.5K)
Filed 2026-10-28
Holland Advisory Services, Inc.
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$306.6K (+$22.7K)
Filed 2026-10-26
Rockland Trust Co
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$306.2K (+$22.7K)
Filed 2026-10-05
Fiera Capital Corp
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$305.5K (+$22.6K)
Filed 2026-11-06
Tritonpoint Wealth, LLC
INCREASED
Shares851 from 845
Change+6 (+1%)
Value$303.4K (+$24.4K)
Filed 2026-10-19
Nestegg Advisors, Inc.
DECREASED
Shares851 from 854
Change-3 (0%)
Value$303.4K (+$21.5K)
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares850 from 832
Change+18 (+2%)
Value$303.0K (+$28.4K)
Filed 2026-10-14
Encompass More Asset Management
NEW
Shares845
Change+845
Value$301.3K
Filed 2026-10-16
Altfest L J & Co Inc
DECREASED
Shares843 from 877
Change-34 (-4%)
Value$300.4K (+$10.8K)
Filed 2026-10-27
Brian LOW Financial Group, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$299.5K (+$22.2K)
Filed 2026-10-28
Central Valley Advisors, LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$299.1K (+$22.1K)
Filed 2026-10-27
Sloy Dahl & Holst, LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$299.1K (+$22.1K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares835 from 918
Change-83 (-9%)
Value$297.8K (-$5.4K)
Filed 2026-10-13
Roman Butler Fullerton & Co
NEW
Shares834
Change+834
Value$321.6K
Filed 2026-10-27
Revolve Wealth Partners, LLC
INCREASED
Shares834 from 831
Change+3 (+0%)
Value$297.4K (+$23.0K)
Filed 2026-10-23
Everett Harris & Co
DECREASED
Shares825 from 832
Change-7 (-1%)
Value$294.1K (+$19.5K)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED
Shares821 from 810
Change+11 (+1%)
Value$292.7K (+$25.3K)
Filed 2026-10-20
Penn Davis Mcfarland Inc
DECREASED
Shares820 from 933
Change-113 (-12%)
Value$292.3K (-$15.7K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares818 from 659
Change+159 (+24%)
Value$291.6K (+$74.0K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares812
Change+812
Value$289.5K
Filed 2026-10-05
Walker Asset Management, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$289.5K (+$21.4K)
Filed 2026-10-13
Briggs Wealth Management, Inc
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$287.7K (+$21.3K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares803 from 847
Change-44 (-5%)
Value$286.3K (+$6.7K)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares800 from 760
Change+40 (+5%)
Value$285.2K (+$34.3K)
Filed 2026-10-27
Torrey Growth & Income Advisors
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$288.6K (+$21.8K)
Filed 2026-11-04
First Community Trust NA
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$285.2K (+$21.1K)
Filed 2026-10-07
Oarsman Capital, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$285.2K (+$21.1K)
Filed 2026-11-05
Bfsg, LLC
DECREASED
Shares798 from 847
Change-49 (-6%)
Value$284.5K (+$4.9K)
Filed 2026-10-30
New Wave Wealth Advisors LLC
DECREASED
Shares796 from 1,265
Change-469 (-37%)
Value$297.1K (-$120.5K)
Filed 2026-10-19
Masterinvest Kapitalanlage GmbH
DECREASED
Shares795 from 906
Change-111 (-12%)
Value$283.4K (-$15.7K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares795 from 794
Change+1 (+0%)
Value$283.4K (+$21.3K)
Filed 2026-10-21
Howard Financial Services, Ltd.
INCREASED
Shares793 from 781
Change+12 (+2%)
Value$282.7K (+$24.9K)
Filed 2026-10-15
Asset Allocation & Management Company, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$282 (+$21)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$281.6K (+$20.8K)
Filed 2026-10-28
Clear Wave Wealth Management LLC
INCREASED
Shares789 from 713
Change+76 (+11%)
Value$281.3K (+$45.9K)
Filed 2026-11-04
New England Research & Management, Inc.
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$280.6K (+$20.8K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares785 from 698
Change+87 (+12%)
Value$279.9K (+$49.4K)
Filed 2026-10-20
Aspire Private Capital, LLC
NEW
Shares784
Change+784
Value$279.5K
Filed 2026-11-05
KFA Private Wealth Group, LLC
INCREASED
Shares784 from 778
Change+6 (+1%)
Value$279.6K (+$22.6K)
Filed 2026-10-07
Castle Rock Wealth Management, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$282.4K (+$20.4K)
Filed 2026-10-09
Clifford Swan Investment Counsel LLC
NEW
Shares778
Change+778
Value$277.4K
Filed 2026-11-05
Exchange Bank
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$275.6K (+$20.4K)
Filed 2026-10-07
Salem Investment Counselors Inc
DECREASED
Shares769 from 794
Change-25 (-3%)
Value$274.2K (+$12.0K)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares767 from 719
Change+48 (+7%)
Value$273.4K (+$36.1K)
Filed 2026-10-27
MKT Advisors LLC
DECREASED
Shares765 from 1,104
Change-339 (-31%)
Value$283.3K (-$96.2K)
Filed 2026-10-20
Werba Rubin Papier Wealth Management
INCREASED
Shares764 from 736
Change+28 (+4%)
Value$272.3K (+$29.3K)
Filed 2026-11-06
Highland Capital Management, LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$271.7K (+$20.1K)
Filed 2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED
Shares761 from 760
Change+1 (+0%)
Value$271.2K (+$20.4K)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares760 from 1,776
Change-1,016 (-57%)
Value$270.9K (-$315.3K)
Filed 2026-11-04
Emerald Advisors, LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$270.9K (+$20.1K)
Filed 2026-10-13
JGP Wealth Management, LLC
DECREASED
Shares755 from 757
Change-2 (0%)
Value$269.2K (+$19.3K)
Filed 2026-10-13
Courage Miller Partners, LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$269.2K (+$19.9K)
Filed 2026-10-21
Auxano Advisors, LLC
DECREASED
Shares752 from 765
Change-13 (-2%)
Value$268.1K (+$15.6K)
Filed 2026-11-06
Signature Wealth Management Partners, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$267.4K (+$19.8K)
Filed 2026-10-21
Certuity, LLC
DECREASED
Shares747 from 844
Change-97 (-11%)
Value$266.4K (-$12.3K)
Filed 2026-11-02
LexAurum Advisors, LLC
INCREASED
Shares747 from 725
Change+22 (+3%)
Value$266.3K (+$27.0K)
Filed 2026-10-19
Tuttle Capital Management, LLC
NEW
Shares746
Change+746
Value$266.0K
Filed 2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$266.0K (+$19.7K)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares745 from 699
Change+46 (+7%)
Value$265.6K (+$34.8K)
Filed 2026-10-01
Silverlake Wealth Management LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$265.6K (+$19.7K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
DECREASED
Shares743 from 774
Change-31 (-4%)
Value$265.9K (+$9.8K)
Filed 2026-10-22
DB&C Advisors, LLC
INCREASED
Shares742 from 741
Change+1 (+0%)
Value$264.5K (+$19.8K)
Filed 2026-10-26
Douglas Lane & Associates, LLC
DECREASED
Shares736 from 761
Change-25 (-3%)
Value$262.2K (+$11.2K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares736 from 737
Change-1 (0%)
Value$262.2K (+$18.8K)
Filed 2026-10-13
Tranquility Partners, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$261.7K (+$19.4K)
Filed 2026-10-20
Parisi Gray Wealth Management
DECREASED
Shares732 from 744
Change-12 (-2%)
Value$261.1K (+$15.4K)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$261.0K (+$19.3K)
Filed 2026-10-30
TCI Wealth Advisors, Inc.
INCREASED
Shares730 from 699
Change+31 (+4%)
Value$260.3K (+$29.5K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$260.3K (+$19.3K)
Filed 2026-10-23
Beirne Wealth Consulting Services, LLC
DECREASED
Shares728 from 909
Change-181 (-20%)
Value$259.5K (-$40.5K)
Filed 2026-10-19
Members Wealth LLC
INCREASED
Shares726 from 724
Change+2 (+0%)
Value$261.8K (+$22.8K)
Filed 2026-10-20
First Financial Bank - Trust Division
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$258.1K (+$19.1K)
Filed 2026-10-01
Milestone Asset Management Group, LLC
DECREASED
Shares722 from 739
Change-17 (-2%)
Value$257.5K (+$13.6K)
Filed 2026-10-20
OmniStar Financial Group, Inc.
NEW
Shares721
Change+721
Value$256.9K
Filed 2026-10-26
Grove Bank & Trust
INCREASED
Shares716 from 702
Change+14 (+2%)
Value$255.3K (+$23.5K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
INCREASED
Shares714 from 668
Change+46 (+7%)
Value$254.5K (+$34.0K)
Filed 2026-10-13
Enterprise Financial Services Corp
INCREASED
Shares714 from 708
Change+6 (+1%)
Value$254.5K (+$20.8K)
Filed 2026-11-03
Chesley Taft & Associates LLC
INCREASED
Shares711 from 709
Change+2 (+0%)
Value$253.5K (+$19.6K)
Filed 2026-10-13
Trilogy Capital Inc.
DECREASED
Shares710 from 855
Change-145 (-17%)
Value$253.1K (-$29.1K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares708 from 828
Change-120 (-14%)
Value$252.4K (-$20.9K)
Filed 2026-10-26
Peoples Bank
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$252.1K (+$18.7K)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares704 from 664
Change+40 (+6%)
Value$251.0K (+$31.8K)
Filed 2026-10-16
Global Assets Advisory, LLC
DECREASED
Shares704 from 730
Change-26 (-4%)
Value$254.2K (+$8.3K)
Filed 2026-10-28
Elyxium Wealth, LLC
INCREASED
Shares702 from 659
Change+43 (+7%)
Value$250.1K (+$32.5K)
Filed 2026-10-27
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$249.9K (+$18.5K)
Filed 2026-10-13
EagleClaw Capital Managment, LLC
DECREASED
Shares700 from 800
Change-100 (-12%)
Value$249.6K (-$14.5K)
Filed 2026-11-06
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$249.6K (+$18.5K)
Filed 2026-11-02
Salzhauer Michael
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$249.6K (+$18.5K)
Filed 2026-10-28
Herold Advisors, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$249.6K (+$17.6K)
Filed 2026-10-19
Kure Advisory, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$249.2K (+$18.4K)
Filed 2026-10-08
First Citizens Bank & Trust Co
DECREASED
Shares696 from 867
Change-171 (-20%)
Value$248.1K (-$38.1K)
Filed 2026-10-14
Pflug Koory, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$247.8K (+$18.3K)
Filed 2026-10-26
Brucke Financial, Inc.
NEW
Shares694
Change+694
Value$247.4K
Filed 2026-10-23
Howard Capital Management Group, LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$246.7K (+$18.3K)
Filed 2026-10-16
BankChampaign, National Association
NEW
Shares691
Change+691
Value$246.3K
Filed 2026-10-19
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares688 from 1,248
Change-560 (-45%)
Value$245.3K (-$166.7K)
Filed 2026-10-21
First Interstate Bank
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$244.6K (+$18.1K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares684 from 733
Change-49 (-7%)
Value$243.8K (-$30.1K)
Filed 2026-10-26
Fairscale Capital, LLC
INCREASED
Shares681 from 679
Change+2 (+0%)
Value$269.8K (+$45.7K)
Filed 2026-11-04
Sunbeam Capital Management, LLC
DECREASED
Shares680 from 719
Change-39 (-5%)
Value$242.4K (+$5.2K)
Filed 2026-11-05
CMG Global Holdings, LLC
DECREASED
Shares680 from 692
Change-12 (-2%)
Value$242.4K (+$14.0K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares674 from 518
Change+156 (+30%)
Value$240.3K (+$69.3K)
Filed 2026-11-02
Bensler, LLC
DECREASED
Shares669 from 688
Change-19 (-3%)
Value$238.7K (+$11.4K)
Filed 2026-11-05
Income Insurance Ltd
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$238.1K (+$17.6K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares665 from 654
Change+11 (+2%)
Value$237.0K (+$21.0K)
Filed 2026-10-07
Victory Financial Group, LLC
DECREASED
Shares665 from 666
Change-1 (0%)
Value$237.1K (+$17.2K)
Filed 2026-10-27
Independence Financial Advisors, LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$236.9K (+$17.4K)
Filed 2026-10-08
Meridian Financial Advisors, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$236.0K (+$17.5K)
Filed 2026-10-14
Twelve Points Wealth Management LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$262.3K (+$43.8K)
Filed 2026-11-03
New Hampshire Trust
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$235.7K (+$17.4K)
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares659 from 636
Change+23 (+4%)
Value$235.0K (+$25.1K)
Filed 2026-11-05
Sutton Place Investors LLC
DECREASED
Shares656 from 670
Change-14 (-2%)
Value$233.9K (+$12.7K)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$234 (-$215.8K)
Filed 2026-10-27
Ironwood Financial, llc
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$233.5K (+$9.8K)
Filed 2026-10-20
Mystic Asset Management, Inc.
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$232.8K (+$17.2K)
Filed 2026-10-15
Mattern Wealth Management LLC
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$231.4K (+$17.1K)
Filed 2026-11-04
Values Added Financial LLC
DECREASED
Shares647 from 651
Change-4 (-1%)
Value$230.7K (+$15.8K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares646 from 683
Change-37 (-5%)
Value$230.3K (+$4.8K)
Filed 2026-11-04
Waterfront Wealth Inc.
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$254.5K (+$35.9K)
Filed 2026-11-03
Summit Global Investments
DECREASED
Shares635 from 2,511
Change-1,876 (-75%)
Value$226 (-$828.8K)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED
Shares632 from 696
Change-64 (-9%)
Value$225.3K (-$4.4K)
Filed 2026-10-16
MV Capital Management, Inc.
INCREASED
Shares631 from 613
Change+18 (+3%)
Value$225.0K (+$22.6K)
Filed 2026-10-29
Cromwell Holdings LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$225.0K (+$16.7K)
Filed 2026-10-28
Adirondack Trust Co
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$224.6K (+$16.6K)
Filed 2026-10-14
Legacies Wealth LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$223.9K (+$16.6K)
Filed 2026-11-02
Sunpointe, LLC
DECREASED
Shares620 from 646
Change-26 (-4%)
Value$221.0K (+$7.8K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED
Shares619 from 608
Change+11 (+2%)
Value$220.7K (+$20.0K)
Filed 2026-10-19
Impact Capital Partners LLC
INCREASED
Shares618 from 607
Change+11 (+2%)
Value$220.3K (+$19.9K)
Filed 2026-10-22
True Wealth Design, LLC
INCREASED
Shares616 from 607
Change+9 (+1%)
Value$219.6K (+$19.2K)
Filed 2026-10-13
Paragon Capital Management Ltd
DECREASED
Shares616 from 618
Change-2 (0%)
Value$219.8K (+$15.7K)
Filed 2026-10-09
TriaGen Wealth Management LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$219.6K (+$16.3K)
Filed 2026-10-14
Connecticut Capital Management Group, LLC
NEW
Shares613
Change+613
Value$218.5K
Filed 2026-10-29
Lodestar Private Asset Management LLC
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$218.5K (+$16.2K)
Filed 2026-10-26
New England Capital Financial Advisors LLC
INCREASED
Shares612 from 110
Change+502 (+456%)
Value$218.1K (+$181.8K)
Filed 2026-11-03
Deseret Mutual Benefit Administrators
DECREASED
Shares612 from 658
Change-46 (-7%)
Value$218.2K (+$965)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED
Shares610 from 732
Change-122 (-17%)
Value$217.6K (-$24.1K)
Filed 2026-10-28
Power Wealth Management LLC
NEW
Shares609
Change+609
Value$217.1K
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares606 from 612
Change-6 (-1%)
Value$216.1K (+$14.4K)
Filed 2026-10-14
Campbell Newman Asset Management Inc
NEW
Shares600
Change+600
Value$213.9K
Filed 2026-10-22
HBW Advisory Services LLC
NEW
Shares600
Change+600
Value$214.0K
Filed 2026-10-15
Thomas Story & SON LLC
DECREASED
Shares600 from 650
Change-50 (-8%)
Value$213.9K (-$672)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
NEW
Shares596
Change+596
Value$212.5K
Filed 2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$215.5K (+$16.1K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
NEW
Shares594
Change+594
Value$211.8K
Filed 2026-10-08
Sowell Financial Services LLC
DECREASED
Shares593 from 676
Change-83 (-12%)
Value$211.4K (-$11.9K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
NEW
Shares591
Change+591
Value$210.7K
Filed 2026-10-13
Portfolio Strategies, Inc.
NEW
Shares591
Change+591
Value$210.7K
Filed 2026-11-06
Eclectic Associates Inc
NEW
Shares590
Change+590
Value$210.4K
Filed 2026-10-09
Detalus Advisors, LLC
NEW
Shares589
Change+589
Value$210.0K
Filed 2026-10-15
Granite Investment Partners, LLC
NEW
Shares589
Change+589
Value$210.0K
Filed 2026-11-04
WBI Investments, LLC
NEW
Shares587
Change+587
Value$209.3K
Filed 2026-11-05
Parthenon LLC
NEW
Shares586
Change+586
Value$208.9K
Filed 2026-10-22
Hiley Hunt Wealth Management
NEW
Shares585
Change+585
Value$208.6K
Filed 2026-10-08
CFS Investment Advisory Services, LLC
NEW
Shares585
Change+585
Value$211.0K
Filed 2026-10-19
Sage Private Wealth Group, LLC
NEW
Shares584
Change+584
Value$208.2K
Filed 2026-10-21
Fire Capital Management LLC
NEW
Shares584
Change+584
Value$208.2K
Filed 2026-10-27
Discipline Wealth Solutions, LLC
NEW
Shares580
Change+580
Value$206.8K
Filed 2026-10-14
King Luther Capital Management Corp
NEW
Shares580
Change+580
Value$206.8K
Filed 2026-11-05
Greenfield Savings Bank
NEW
Shares579
Change+579
Value$206.4K
Filed 2026-10-07
Nova R Wealth, Inc.
NEW
Shares577
Change+577
Value$205.6K
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
NEW
Shares575
Change+575
Value$207.4K
Filed 2026-10-20
Tompkins Financial Corp
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$204.3K (+$15.1K)
Filed 2026-10-05
Partners Wealth Management, LLC
NEW
Shares570
Change+570
Value$203.1K
Filed 2026-10-28
bLong Financial, LLC
DECREASED
Shares570 from 670
Change-100 (-15%)
Value$203.2K (-$18.0K)
Filed 2026-10-29
Cooper S Advisors, LLC
NEW
Shares569
Change+569
Value$202.8K
Filed 2026-11-03
Finivi Inc.
NEW
Shares568
Change+568
Value$202.7K
Filed 2026-10-13
Strategic Blueprint, LLC
NEW
Shares568
Change+568
Value$202.4K
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
NEW
Shares566
Change+566
Value$201.9K
Filed 2026-10-30
Verum Partners LLC
NEW
Shares565
Change+565
Value$201.6K
Filed 2026-10-21
Cullen Investment Group, Ltd.
DECREASED
Shares559 from 657
Change-98 (-15%)
Value$207.6K (-$9.3K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$198.8K (+$14.7K)
Filed 2026-10-27
Y.D. More Investments Ltd
INCREASED
Shares550 from 137
Change+413 (+301%)
Value$196.1K (+$150.9K)
Filed 2026-11-02
Smith Chas P & Associates PA Cpas
NEW
Shares542
Change+542
Value$211.0K
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares539 from 517
Change+22 (+4%)
Value$192.2K (+$21.5K)
Filed 2026-10-22
Acumen Wealth Advisors, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$191.1K (+$14.1K)
Filed 2026-11-05
Fortitude Family Office, LLC
INCREASED
Shares523 from 253
Change+270 (+107%)
Value$186.5K (+$102.9K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$183.6K (+$13.6K)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$182.5K (+$13.5K)
Filed 2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$180.8K (+$13.4K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
DECREASED
Shares502 from 1,103
Change-601 (-54%)
Value$179.0K (-$185.2K)
Filed 2026-10-22
Hager Investment Management Services, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$178.3K (+$13.2K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$178.1K (+$13.2K)
Filed 2026-10-30
Birch Financial Group, LLC
NEW
Shares485
Change+485
Value$172.8K
Filed 2026-10-27
Mcdonald Partners LLC
INCREASED
Shares480 from 425
Change+55 (+13%)
Value$171.1K (+$30.8K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$171.1K (+$12.7K)
Filed 2026-11-03
S.A. Mason LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$169.0K (+$12.5K)
Filed 2026-10-13
Bangor Savings Bank
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$166.1K (+$12.3K)
Filed 2026-10-06
Financial Freedom, LLC
NEW
Shares465
Change+465
Value$165.7K
Filed 2026-11-06
Financial Consulate, Inc
INCREASED
Shares431 from 411
Change+20 (+5%)
Value$153.7K (+$18.0K)
Filed 2026-10-23
Hilltop National Bank
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$146.9K (+$10.9K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$145.1K (+$10.7K)
Filed 2026-10-22
Valued Wealth Advisors LLC
INCREASED
Shares405 from 381
Change+24 (+6%)
Value$144.6K (+$18.7K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares400
Change+400
Value$142.6K
Filed 2026-10-29
Duncker Streett & Co Inc
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$142.3K (+$10.5K)
Filed 2026-10-27
University of Texas S AM Investment Management Co
DECREASED
Shares398 from 460
Change-62 (-13%)
Value$141.9K (-$10.0K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares381 from 349
Change+32 (+9%)
Value$135.8K (+$20.6K)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares378 from 358
Change+20 (+6%)
Value$134.7K (+$16.6K)
Filed 2026-10-27
Valley National Advisers Inc
DECREASED
Shares374 from 735
Change-361 (-49%)
Value$133.3K (-$109.3K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares361 from 354
Change+7 (+2%)
Value$128.9K (+$12.0K)
Filed 2026-10-19
First United Bank & Trust
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$128.0K (+$9.5K)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$128.0K (+$9.5K)
Filed 2026-10-21
Generali Investments, Management Co LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$126.9K (+$9.4K)
Filed 2026-10-19
Zega Investments, LLC
NEW
Shares350
Change+350
Value$124.8K
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares348 from 347
Change+1 (+0%)
Value$124.1K (+$9.5K)
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares344
Change+344
Value$122.7K
Filed 2026-10-27
CKW Financial Group
DECREASED
Shares344 from 352
Change-8 (-2%)
Value$124 (+$6)
Filed 2026-10-29
Addison Advisors LLC
INCREASED
Shares331 from 326
Change+5 (+2%)
Value$118.0K (+$10.4K)
Filed 2026-11-06
Investors Research Corp
DECREASED
Shares330 from 600
Change-270 (-45%)
Value$117.6K (-$80.4K)
Filed 2026-10-07
Brown, Lisle Ings, Inc.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$116.1K (+$8.6K)
Filed 2026-10-16
Albion Financial Group
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$115.5K (+$8.6K)
Filed 2026-10-21
Pacifica Partners Inc.
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$116.4K (+$6.2K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
INCREASED
Shares317 from 308
Change+9 (+3%)
Value$113 (+$11)
Filed 2026-10-27
Peoples Financial Services Corp.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$110.2K (+$8.2K)
Filed 2026-10-20
Tower Trust & Investment Co
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$109.8K (+$8.1K)
Filed 2026-10-28
Main Street Group, LTD
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$108.4K (+$8.0K)
Filed 2026-10-28
IMG Wealth Management, Inc.
INCREASED
Shares302 from 295
Change+7 (+2%)
Value$107.7K (+$10.3K)
Filed 2026-10-27
Southern Michigan Bank & Trust
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$107.0K (+$7.9K)
Filed 2026-10-19
First Financial Corp
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$107.0K (+$7.9K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares295 from 265
Change+30 (+11%)
Value$105.2K (+$17.7K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$105.2K (+$7.8K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares291 from 287
Change+4 (+1%)
Value$103.8K (+$9.0K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$101.6K (+$7.5K)
Filed 2026-10-01
Hartford Financial Management Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$99.1K (+$7.3K)
Filed 2026-10-21
Blueline Advisors LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$97.0K (+$7.2K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$94.9K (+$7.1K)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares259
Change+259
Value$92.3K
Filed 2026-10-27
City Holding Co
DECREASED
Shares256 from 381
Change-125 (-33%)
Value$91.3K (-$34.5K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares251 from 246
Change+5 (+2%)
Value$89.5K (+$8.3K)
Filed 2026-10-20
TrustBank
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$89.1K (+$6.6K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$85.6K (+$6.3K)
Filed 2026-10-23
Bell Investment Advisors, Inc
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$83.4K (+$6.2K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares227 from 207
Change+20 (+10%)
Value$80.9K (+$12.6K)
Filed 2026-11-05
Country Trust Bank
DECREASED
Shares224 from 225
Change-1 (0%)
Value$79.9K (+$5.6K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$79.5K (+$5.9K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares215 from 213
Change+2 (+1%)
Value$76.6K (+$6.4K)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares213
Change+213
Value$75.8K
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$74.5K (+$5.5K)
Filed 2026-11-04
Center for Financial Planning, Inc.
INCREASED
Shares207 from 45
Change+162 (+360%)
Value$73.8K (+$58.9K)
Filed 2026-10-26
Private Wealth Management Group, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$73.1K (+$5.4K)
Filed 2026-10-19
North Point Portfolio Managers Corp
NEW
Shares198
Change+198
Value$70.6K
Filed 2026-10-07
Salomon & Ludwin, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$67.4K (+$4.1K)
Filed 2026-10-29
Asset Planning,Inc
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$66.1K (+$5.1K)
Filed 2026-10-26
Kennebec Savings Bank
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$63.8K (+$4.7K)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
INCREASED
Shares176 from 92
Change+84 (+91%)
Value$62.7K (+$32.2K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$61.0K (+$4.5K)
Filed 2026-10-15
Wolff Wiese Magana LLC
DECREASED
Shares170 from 178
Change-8 (-4%)
Value$60.6K (+$1.8K)
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$60.4K (+$5.0K)
Filed 2026-11-02
Hughes Financial Services, LLC
INCREASED
Shares162 from 144
Change+18 (+13%)
Value$64.5K (+$17.0K)
Filed 2026-10-30
High Point Wealth Management, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$57.6K (+$4.3K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$56.3K (+$4.2K)
Filed 2026-10-21
American Capital Advisory, LLC
INCREASED
Shares155 from 154
Change+1 (+1%)
Value$55.3K (+$4.4K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
NEW
Shares151
Change+151
Value$53.8K
Filed 2026-10-27
Independence Bank of Kentucky
NEW
Shares150
Change+150
Value$53.5K
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$53.5K (+$4.0K)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$53.5K (+$4.0K)
Filed 2026-10-08
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares148 from 82
Change+66 (+80%)
Value$52.8K (+$25.7K)
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$52.8K (+$3.2K)
Filed 2026-10-01
Rossby Financial, LCC
INCREASED
Shares147 from 59
Change+88 (+149%)
Value$52.4K (+$32.9K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares144 from 128
Change+16 (+13%)
Value$51.4K (+$9.1K)
Filed 2026-10-19
American National Bank & Trust
DECREASED
Shares139 from 141
Change-2 (-1%)
Value$49.6K (+$3.0K)
Filed 2026-10-07
Laurel Wealth Advisors LLC
NEW
Shares138
Change+138
Value$49.2K
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$46.3K (+$3.4K)
Filed 2026-10-23
Capitol Family Office, Inc.
NEW
Shares125
Change+125
Value$44.6K
Filed 2026-10-13
Tributary Capital Management, LLC
NEW
Shares121
Change+121
Value$43.1K
Filed 2026-10-28
Yankcom Partnership
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$43.1K (+$3.2K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$39.7K (+$3.1K)
Filed 2026-10-28
Luken Investment Analytics, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$37.8K (+$2.8K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$37.4K (+$2.8K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares104 from 77
Change+27 (+35%)
Value$37.2K (+$11.7K)
Filed 2026-10-29
Centerpoint Advisors, LLC
NEW
Shares102
Change+102
Value$36
Filed 2026-11-05
Toth Financial Advisory Corp
INCREASED
Shares101 from 86
Change+15 (+17%)
Value$36.0K (+$7.6K)
Filed 2026-10-08
Joseph Group Capital Management
INCREASED
Shares101 from 93
Change+8 (+9%)
Value$36.0K (+$5.3K)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$35.7K (+$2.6K)
Filed 2026-10-14
RHL Group, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$34.9K (+$2.6K)
Filed 2026-11-04
Activest Wealth Management
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$34.6K (+$2.6K)
Filed 2026-10-15
Entrust Financial LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$33.5K (+$2.5K)
Filed 2026-11-04
Torren Management, LLC
INCREASED
Shares92 from 91
Change+1 (+1%)
Value$32.6K (+$2.4K)
Filed 2026-10-29
Nvwm, LLC
INCREASED
Shares87 from 3
Change+84 (+2800%)
Value$31.0K (+$30.0K)
Filed 2026-10-14
Financial Management Professionals, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$31.0K (+$2.3K)
Filed 2026-10-23
James T. Borello RIA
DECREASED
Shares81 from 84
Change-3 (-4%)
Value$28.9K (+$1.1K)
Filed 2026-10-16
Key Capital Management, Inc
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$28.2K (+$2.1K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares78
Change+78
Value$27.8K
Filed 2026-10-27
Leonteq Securities AG
DECREASED
Shares78 from 139
Change-61 (-44%)
Value$27.8K (-$18.1K)
Filed 2026-10-29
Clayton Financial Group LLC
NEW
Shares75
Change+75
Value$26.7K
Filed 2026-10-13
Avion Wealth
INCREASED
Shares73 from 67
Change+6 (+9%)
Value$26 (-$22.0K)
Filed 2026-11-04
Towne Trust Company, N.a
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$26.0K (+$1.9K)
Filed 2026-10-28
Nfsg Corp
INCREASED
Shares70 from 68
Change+2 (+3%)
Value$24.8K (+$2.2K)
Filed 2026-10-15
IFS Advisors, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$24.6K (+$1.8K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
DECREASED
Shares64 from 65
Change-1 (-2%)
Value$23.1K (+$1.8K)
Filed 2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED
Shares63 from 52
Change+11 (+21%)
Value$22.5K (+$5.3K)
Filed 2026-11-03
Proathlete Wealth Management LLC
INCREASED
Shares62 from 43
Change+19 (+44%)
Value$22.1K (+$7.9K)
Filed 2026-10-15
Putney Financial Group LLC
NEW
Shares60
Change+60
Value$21.4K
Filed 2026-10-30
Sfam, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$21.4K (+$1.6K)
Filed 2026-11-03
Creative Capital Management Investments LLC
INCREASED
Shares58 from 42
Change+16 (+38%)
Value$20.7K (+$6.8K)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$20.3K (+$1.5K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$19.6K (+$1.5K)
Filed 2026-10-19
United Financial Planning Group LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$19.6K (+$1.5K)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$19.3K (+$1.4K)
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$19.3K (+$1.4K)
Filed 2026-11-06
Arlington Trust Co LLC
INCREASED
Shares53 from 19
Change+34 (+179%)
Value$18.9K (+$12.6K)
Filed 2026-10-20
Costello Asset Management, Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$18.8K (+$1.4K)
Filed 2026-10-30
RMG Wealth Management LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$21.2K (+$1.9K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$18.5K (+$1.4K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$17.8K (+$1.3K)
Filed 2026-10-05
Bare Financial Services, Inc
INCREASED
Shares49 from 46
Change+3 (+7%)
Value$17.5K (+$2.3K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares48 from 147
Change-99 (-67%)
Value$17.1K (-$31.4K)
Filed 2026-10-14
Accordant Advisory Group Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$17.1K (+$1.3K)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$16.4K (+$1.2K)
Filed 2026-10-28
Polaris Financial Partners
NEW
Shares45
Change+45
Value$16
Filed 2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$15.0K (+$1.1K)
Filed 2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$14.3K (+$1.1K)
Filed 2026-11-03
Burk Holdings LLC
INCREASED
Shares39 from 14
Change+25 (+179%)
Value$13.9K (+$9.3K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$13.9K (+$1.0K)
Filed 2026-10-16
Prudent Man Investment Management, Inc.
DECREASED
Shares38 from 58
Change-20 (-34%)
Value$13.5K (-$3.3K)
Filed 2026-11-03
Your Advocates Ltd., LLP
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$12.5K (+$924)
Filed 2026-11-03
Gleason Group, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$11.5K (+$869)
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares31 from 22
Change+9 (+41%)
Value$11.1K (+$3.8K)
Filed 2026-10-07
Strengthening Families & Communities, LLC
DECREASED
Shares28 from 57
Change-29 (-51%)
Value$9.8K (-$9.0K)
Filed 2026-10-21
Lodestone Wealth Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$10.0K (+$739)
Filed 2026-10-14
Marquette Asset Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$10.0K (+$739)
Filed 2026-10-09
Livelsberger Financial Advisory
NEW
Shares26
Change+26
Value$9.3K
Filed 2026-10-28
Aspect Partners, LLC
INCREASED
Shares26 from 25
Change+1 (+4%)
Value$9.3K (+$1.0K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares25
Change+25
Value$8.9K
Filed 2026-11-03
Essential Investment Partners LLC
NEW
Shares24
Change+24
Value$8.6K
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares24 from 14
Change+10 (+71%)
Value$8.6K (+$3.9K)
Filed 2026-10-19
Sunrise Financial Services, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$8.6K (+$633)
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$7.8K (+$580)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED
Shares19 from 12
Change+7 (+58%)
Value$6.8K (+$2.8K)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6.8K (+$502)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6.8K (+$502)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares17
Change+17
Value$6.0K
Filed 2026-10-09
Canton Hathaway, LLC
NEW
Shares17
Change+17
Value$6.1K
Filed 2026-10-23
KFG LLC
NEW
Shares17
Change+17
Value$6.1K
Filed 2026-11-02
USA Financial Formulas
NEW
Shares16
Change+16
Value$5.7K
Filed 2026-10-16
Trust Co
DECREASED
Shares16 from 95
Change-79 (-83%)
Value$5.7K (-$25.7K)
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares15
Change+15
Value$5.3K
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
NEW
Shares15
Change+15
Value$5.3K
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.3K (+$396)
Filed 2026-10-26
Fairway Wealth LLC
NEW
Shares14
Change+14
Value$5.0K
Filed 2026-10-30
Birchwood Financial Partners, Inc.
INCREASED
Shares14 from 10
Change+4 (+40%)
Value$5.0K (+$1.7K)
Filed 2026-11-02
McCarley & Cook Financial Planners
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$5.0K (+$369)
Filed 2026-10-21
Planning Strategies Inc.
INCREASED
Shares13 from 12
Change+1 (+8%)
Value$4.6K (+$674)
Filed 2026-10-02
Davis Capital Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.3K (+$317)
Filed 2026-10-08
Horizon Financial Services, LLC
NEW
Shares10
Change+10
Value$3.6K
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.6K (+$264)
Filed 2026-10-21
Rakuten Securities, Inc.
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$3.2K (+$898)
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$3.3K (+$912)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3 (-$3.0K)
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.5K (+$484)
Filed 2026-10-16
Navigoe, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
NEW
Shares8
Change+8
Value$2.9K
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$2.9K (+$872)
Filed 2026-10-13
Quaker Wealth Management, LLC
NEW
Shares7
Change+7
Value$2.5K
Filed 2026-10-22
Kingdom Financial Group Llc.
NEW
Shares7
Change+7
Value$2.5K
Filed 2026-11-04
Decker Retirement Planning Inc.
DECREASED
Shares7 from 49
Change-42 (-86%)
Value$2.6K (-$13.7K)
Filed 2026-10-19
WestEnd Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.5K (+$185)
Filed 2026-10-27
Maseco LLP
NEW
Shares6
Change+6
Value$2.1K
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares6
Change+6
Value$2.1K
Filed 2026-11-05
Mechanics Financial Corp
DECREASED
Shares6 from 14
Change-8 (-57%)
Value$2.1K (-$2.5K)
Filed 2026-11-05
Roxbury Financial LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.2K (+$167)
Filed 2026-10-01
PayPay Securities Corp
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$1.8K (-$528)
Filed 2026-10-27
POM Investment Strategies, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.8K (+$132)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
NEW
Shares4
Change+4
Value$1.4K
Filed 2026-10-29
Align Financial, LLC
NEW
Shares4
Change+4
Value$1.4K
Filed 2026-10-16
Retirement Wealth Solutions LLC
NEW
Shares4
Change+4
Value$1.4K
Filed 2026-10-07
Breakwater Investment Management
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$1.4K (+$766)
Filed 2026-10-20
Phillip James Consulting Co.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.4K (+$106)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
NEW
Shares3
Change+3
Value$1.1K
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares3 from 13
Change-10 (-77%)
Value$1.1K (-$3.2K)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.1K (+$80)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.1K (+$80)
Filed 2026-10-01
StrongBox Wealth, LLC
NEW
Shares2
Change+2
Value$713
Filed 2026-11-02
Security National Bank
NEW
Shares2
Change+2
Value$713
Filed 2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$714 (+$53)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$713 (+$53)
Filed 2026-10-23
Godsey & Gibb, Inc
NEW
Shares1
Change+1
Value$357
Filed 2026-10-14
Signature Resources Capital Management, LLC
DECREASED
Shares1 from 10
Change-9 (-90%)
Value$357 (-$2.9K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$36
Filed 2026-11-02
Vestor Capital, LLC
CLOSED
Shares0 from 257,427
Change-257,427 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-04
AMF Tjanstepension AB
CLOSED
Shares0 from 118,841
Change-118,841 (-100%)
Value$0 (-$39.2M)
Filed 2026-10-22
RIT Capital Partners PLC
CLOSED
Shares0 from 100,200
Change-100,200 (-100%)
Value$0 (-$33.1M)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 33,046
Change-33,046 (-100%)
Value$0 (-$10.9M)
Filed 2026-11-05
Generali Powszechne Towarzystwo Emerytalne
CLOSED
Shares0 from 20,118
Change-20,118 (-100%)
Value$0 (-$6.6M)
Filed 2026-11-06
AIA Group Ltd
CLOSED
Shares0 from 16,172
Change-16,172 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-30
TD Private Client Wealth LLC
CLOSED
Shares0 from 7,130
Change-7,130 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 5,597
Change-5,597 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Arvest Investments, Inc.
CLOSED
Shares0 from 5,270
Change-5,270 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-21
Diversified Trust Co
CLOSED
Shares0 from 4,521
Change-4,521 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Synergy Asset Management, LLC
CLOSED
Shares0 from 4,103
Change-4,103 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Rinkey Investments
CLOSED
Shares0 from 3,368
Change-3,368 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
Evergreen Capital Management LLC
CLOSED
Shares0 from 3,074
Change-3,074 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-23
Money Concepts Capital Corp
CLOSED
Shares0 from 2,658
Change-2,658 (-100%)
Value$0 (-$877.5K)
Filed 2026-11-06
CenterBook Partners LP
CLOSED
Shares0 from 1,817
Change-1,817 (-100%)
Value$0 (-$599.8K)
Filed 2026-11-02
4Wealth Advisors, Inc.
CLOSED
Shares0 from 1,538
Change-1,538 (-100%)
Value$0 (-$510.5K)
Filed 2026-10-13
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,446
Change-1,446 (-100%)
Value$0 (-$477.4K)
Filed 2026-11-06
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 1,418
Change-1,418 (-100%)
Value$0 (-$468.1K)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,408
Change-1,408 (-100%)
Value$0 (-$464.8K)
Filed 2026-11-03
Succession Financial, Inc.
CLOSED
Shares0 from 1,402
Change-1,402 (-100%)
Value$0 (-$462.8K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,031
Change-1,031 (-100%)
Value$0 (-$340.3K)
Filed 2026-10-26
TritonPoint Partners, LLC
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$314.6K)
Filed 2026-11-05
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 933
Change-933 (-100%)
Value$0 (-$308.0K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 933
Change-933 (-100%)
Value$0 (-$308.0K)
Filed 2026-10-27
Mach-1 Financial Group, LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$293.5K)
Filed 2026-11-06
Narus Financial Partners, LLC
CLOSED
Shares0 from 859
Change-859 (-100%)
Value$0 (-$283.6K)
Filed 2026-10-19
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 777
Change-777 (-100%)
Value$0 (-$256.6K)
Filed 2026-10-27
IVC Wealth Advisors LLC
CLOSED
Shares0 from 764
Change-764 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$228.1K)
Filed 2026-10-28
Graves Light Lenhart Wealth, Inc.
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-09
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-09
Covestor Ltd
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$130.0K)
Filed 2026-10-30
Thompson Investment Management, Inc.
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$115.5K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$77.3K)
Filed 2026-10-16
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$66.0K)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$49.5K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$32.4K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$26.1K)
Filed 2026-10-15
Kelleher Financial Advisors
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-30
Atlatl Advisers LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-22
Obsidian CIO, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$14.9K)
Filed 2026-11-05
FNY Investment Advisers, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$12)
Filed 2026-10-16
Raleigh Capital Management Inc.
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-28
Whipplewood Advisors, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$998)
Filed 2026-10-29
Coston, McIsaac & Partners
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$660)
Filed 2026-10-23
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Rachor Investment Advisory Services, LLC
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$1 ($0)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$289.1K (+$67.3K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 20,949,680
Change-20,949,680 (-100%)
Value—
State Street Corp
N/A
Shares— from 15,706,016
Change-15,706,016 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 13,886,981
Change-13,886,981 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,272,794
Change-10,272,794 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 8,314,274
Change-8,314,274 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,241,289
Change-4,241,289 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,826,776
Change-3,826,776 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,112,602
Change-3,112,602 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,837,834
Change-2,837,834 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,823,646
Change-2,823,646 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,814,455
Change-2,814,455 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,812,080
Change-2,812,080 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,584,600
Change-2,584,600 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,504,288
Change-2,504,288 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 2,390,090
Change-2,390,090 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,386,277
Change-2,386,277 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,258,732
Change-2,258,732 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,946,122
Change-1,946,122 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,803,212
Change-1,803,212 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,690,790
Change-1,690,790 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,651,381
Change-1,651,381 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,605,419
Change-1,605,419 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,426,610
Change-1,426,610 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 1,294,618
Change-1,294,618 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,193,161
Change-1,193,161 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,150,876
Change-1,150,876 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,052,219
Change-1,052,219 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,005,216
Change-1,005,216 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 807,548
Change-807,548 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 799,839
Change-799,839 (-100%)
Value—
National Pension Service
N/A
Shares— from 796,867
Change-796,867 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 782,421
Change-782,421 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 732,022
Change-732,022 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 687,978
Change-687,978 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 676,737
Change-676,737 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 661,587
Change-661,587 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 655,781
Change-655,781 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 599,760
Change-599,760 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 557,657
Change-557,657 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 480,235
Change-480,235 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 475,903
Change-475,903 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 471,747
Change-471,747 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 461,470
Change-461,470 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 452,692
Change-452,692 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 449,823
Change-449,823 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 428,104
Change-428,104 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 420,000
Change-420,000 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 409,221
Change-409,221 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 407,011
Change-407,011 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 406,956
Change-406,956 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 388,244
Change-388,244 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 380,912
Change-380,912 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 366,566
Change-366,566 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 344,151
Change-344,151 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 335,305
Change-335,305 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 325,896
Change-325,896 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 317,336
Change-317,336 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 306,384
Change-306,384 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 298,172
Change-298,172 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 297,389
Change-297,389 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 251,168
Change-251,168 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 250,653
Change-250,653 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 248,742
Change-248,742 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 239,723
Change-239,723 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 238,667
Change-238,667 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 225,258
Change-225,258 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 220,000
Change-220,000 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 215,208
Change-215,208 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 213,507
Change-213,507 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 212,738
Change-212,738 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 210,715
Change-210,715 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 200,023
Change-200,023 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 199,611
Change-199,611 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 196,534
Change-196,534 (-100%)
Value—
Aviva PLC
N/A
Shares— from 193,319
Change-193,319 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 185,282
Change-185,282 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 185,224
Change-185,224 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 182,605
Change-182,605 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 178,458
Change-178,458 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 174,914
Change-174,914 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 172,186
Change-172,186 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 168,546
Change-168,546 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 164,539
Change-164,539 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 158,309
Change-158,309 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 156,482
Change-156,482 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 147,227
Change-147,227 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 146,253
Change-146,253 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 144,687
Change-144,687 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 141,680
Change-141,680 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 140,430
Change-140,430 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 140,266
Change-140,266 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 136,463
Change-136,463 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 135,584
Change-135,584 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 132,250
Change-132,250 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 130,113
Change-130,113 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 128,901
Change-128,901 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 128,567
Change-128,567 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 122,831
Change-122,831 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 122,532
Change-122,532 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 122,227
Change-122,227 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 112,567
Change-112,567 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 111,581
Change-111,581 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 108,492
Change-108,492 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 103,398
Change-103,398 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 101,316
Change-101,316 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 96,168
Change-96,168 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 95,395
Change-95,395 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 94,985
Change-94,985 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 94,972
Change-94,972 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 94,745
Change-94,745 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 94,053
Change-94,053 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 93,416
Change-93,416 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 93,276
Change-93,276 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 92,717
Change-92,717 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 92,170
Change-92,170 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 91,711
Change-91,711 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 90,315
Change-90,315 (-100%)
Value—
Dodge & COX
N/A
Shares— from 90,119
Change-90,119 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 89,892
Change-89,892 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 87,645
Change-87,645 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 85,583
Change-85,583 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 85,289
Change-85,289 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 81,613
Change-81,613 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 81,121
Change-81,121 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 81,099
Change-81,099 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 81,086
Change-81,086 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 80,139
Change-80,139 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 78,815
Change-78,815 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 78,608
Change-78,608 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 78,195
Change-78,195 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 78,102
Change-78,102 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 72,684
Change-72,684 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 72,006
Change-72,006 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 71,736
Change-71,736 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 69,690
Change-69,690 (-100%)
Value—
FIL Ltd
N/A
Shares— from 68,407
Change-68,407 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 68,184
Change-68,184 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 66,662
Change-66,662 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 62,212
Change-62,212 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 61,943
Change-61,943 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 60,706
Change-60,706 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 60,435
Change-60,435 (-100%)
Value—
Prudential PLC
N/A
Shares— from 60,044
Change-60,044 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 59,387
Change-59,387 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 57,194
Change-57,194 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 56,480
Change-56,480 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 55,102
Change-55,102 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 54,181
Change-54,181 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 53,082
Change-53,082 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 52,648
Change-52,648 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 52,249
Change-52,249 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 52,144
Change-52,144 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 51,922
Change-51,922 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 50,579
Change-50,579 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 50,114
Change-50,114 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 49,938
Change-49,938 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 49,527
Change-49,527 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 49,093
Change-49,093 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 48,732
Change-48,732 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 48,640
Change-48,640 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 48,637
Change-48,637 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 46,976
Change-46,976 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 46,794
Change-46,794 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 46,656
Change-46,656 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 46,267
Change-46,267 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 45,650
Change-45,650 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 44,175
Change-44,175 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 42,436
Change-42,436 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 41,491
Change-41,491 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 41,323
Change-41,323 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 40,488
Change-40,488 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 40,090
Change-40,090 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 39,601
Change-39,601 (-100%)
Value—
Park Circle Co
N/A
Shares— from 39,576
Change-39,576 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 39,210
Change-39,210 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 38,570
Change-38,570 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 38,126
Change-38,126 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 38,042
Change-38,042 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 37,228
Change-37,228 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 36,959
Change-36,959 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 36,888
Change-36,888 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 36,444
Change-36,444 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 35,938
Change-35,938 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 34,895
Change-34,895 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 34,854
Change-34,854 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 34,618
Change-34,618 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 34,345
Change-34,345 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 34,116
Change-34,116 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 34,056
Change-34,056 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 33,397
Change-33,397 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 32,353
Change-32,353 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 32,190
Change-32,190 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 31,886
Change-31,886 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 31,798
Change-31,798 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 31,584
Change-31,584 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 30,267
Change-30,267 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 30,242
Change-30,242 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 29,083
Change-29,083 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 28,820
Change-28,820 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 28,431
Change-28,431 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 28,294
Change-28,294 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 28,065
Change-28,065 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 28,059
Change-28,059 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 27,071
Change-27,071 (-100%)
Value—
Commerce Bank
N/A
Shares— from 26,943
Change-26,943 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 26,824
Change-26,824 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 26,791
Change-26,791 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 26,408
Change-26,408 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 26,189
Change-26,189 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 25,788
Change-25,788 (-100%)
Value—
Man Group plc
N/A
Shares— from 25,382
Change-25,382 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 25,238
Change-25,238 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 25,021
Change-25,021 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 24,733
Change-24,733 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,655
Change-24,655 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 24,353
Change-24,353 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 24,329
Change-24,329 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 24,099
Change-24,099 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 24,063
Change-24,063 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,383
Change-23,383 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 22,924
Change-22,924 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 22,274
Change-22,274 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 22,203
Change-22,203 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 22,023
Change-22,023 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,555
Change-21,555 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 21,390
Change-21,390 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 21,127
Change-21,127 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Allstate Corp
N/A
Shares— from 20,858
Change-20,858 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 20,652
Change-20,652 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 20,186
Change-20,186 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 20,082
Change-20,082 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 20,021
Change-20,021 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 19,038
Change-19,038 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 18,886
Change-18,886 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 18,794
Change-18,794 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 18,669
Change-18,669 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 18,471
Change-18,471 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,349
Change-18,349 (-100%)
Value—
&partners
N/A
Shares— from 18,005
Change-18,005 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 17,989
Change-17,989 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 17,829
Change-17,829 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 17,796
Change-17,796 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 17,764
Change-17,764 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 17,473
Change-17,473 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 17,346
Change-17,346 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 16,974
Change-16,974 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 16,867
Change-16,867 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 16,830
Change-16,830 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 16,648
Change-16,648 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 16,581
Change-16,581 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,535
Change-16,535 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,425
Change-16,425 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 15,479
Change-15,479 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 15,318
Change-15,318 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 14,885
Change-14,885 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 14,689
Change-14,689 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 14,071
Change-14,071 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,064
Change-14,064 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,038
Change-14,038 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 14,028
Change-14,028 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,826
Change-13,826 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,714
Change-13,714 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 13,566
Change-13,566 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,357
Change-13,357 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 13,262
Change-13,262 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 12,970
Change-12,970 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 12,668
Change-12,668 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,488
Change-12,488 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 12,433
Change-12,433 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,391
Change-12,391 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 12,376
Change-12,376 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,256
Change-12,256 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,052
Change-12,052 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 11,142
Change-11,142 (-100%)
Value—
Ossiam
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 10,147
Change-10,147 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 9,779
Change-9,779 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 9,769
Change-9,769 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 9,740
Change-9,740 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,521
Change-9,521 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 9,147
Change-9,147 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 8,734
Change-8,734 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
CIM, LLC
N/A
Shares— from 8,412
Change-8,412 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 7,786
Change-7,786 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 7,022
Change-7,022 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 7,014
Change-7,014 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,853
Change-6,853 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,657
Change-6,657 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 5,543
Change-5,543 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,389
Change-5,389 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Ames National Corp
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,063
Change-4,063 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 956
Change-956 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 942
Change-942 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 940
Change-940 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 928
Change-928 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 922
Change-922 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 898
Change-898 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 890
Change-890 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 882
Change-882 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 876
Change-876 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 859
Change-859 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 850
Change-850 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 842
Change-842 (-100%)
Value—
Members Trust Co
N/A
Shares— from 842
Change-842 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 837
Change-837 (-100%)
Value—
American Trust
N/A
Shares— from 830
Change-830 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 819
Change-819 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 816
Change-816 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 808
Change-808 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 800
Change-800 (-100%)
Value—
CNB Bank
N/A
Shares— from 794
Change-794 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 758
Change-758 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 757
Change-757 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 754
Change-754 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 734
Change-734 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 708
Change-708 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 703
Change-703 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 699
Change-699 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 690
Change-690 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 672
Change-672 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 666
Change-666 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 660
Change-660 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 653
Change-653 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 647
Change-647 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 629
Change-629 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 629
Change-629 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 620
Change-620 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 617
Change-617 (-100%)
Value—
EWA, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 611
Change-611 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 553
Change-553 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 529
Change-529 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 527
Change-527 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 410
Change-410 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 408
Change-408 (-100%)
Value—
Motco
N/A
Shares— from 373
Change-373 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 361
Change-361 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 345
Change-345 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 335
Change-335 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 259
Change-259 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 251
Change-251 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 226
Change-226 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 206
Change-206 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 194
Change-194 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 177
Change-177 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 169
Change-169 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 159
Change-159 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 133
Change-133 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 113
Change-113 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 104
Change-104 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 68
Change-68 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
EFG International AG
N/A
Shares— from 64
Change-64 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 51
Change-51 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 40
Change-40 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 36
Change-36 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 31
Change-31 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 29
Change-29 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
S&T Bank
N/A
Shares— from 10
Change-10 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 7
Change-7 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
DECREASED6,282,8936,320,694-37,801-1%$2.1B$2.2B+$137.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,643,5453,555,980+87,565+2%$1.2B$1.3B+$125.2M2026-11-04
Bank of New York Mellon Corp
INCREASED1,446,1921,422,225+23,967+2%$469.5M$515.6M+$46.1M2026-11-05
Amundi
DECREASED1,093,4011,245,989-152,588-12%$411.3M$389.8M-$21.5M2026-11-06
Barclays PLC
INCREASED1,033,694980,089+53,605+5%$323.5M$368.5M+$45.0M2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED948,246992,821-44,575-4%$327.8M$338.1M+$10.3M2026-10-20
Deutsche Bank Ag\
DECREASED876,624914,127-37,503-4%$301.8M$312.5M+$10.8M2026-11-06
Bahl & Gaynor LLC
DECREASED803,120916,845-113,725-12%$302.7M$286.3M-$16.3M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED773,605763,539+10,066+1%$252.1M$275.8M+$23.7M2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED651,391622,620+28,771+5%$205.5M$232.2M+$26.7M2026-11-05
Nykredit A/S
DECREASED574,863721,322-146,459-20%$238.1M$204.9M-$33.2M2026-11-06
US Bancorp \de\
DECREASED470,474508,998-38,524-8%$168.0M$167.7M-$301.8K2026-11-05
Citigroup Inc
INCREASED460,648434,188+26,460+6%$143.3M$164.2M+$20.9M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED454,840314,052+140,788+45%$90.9K$164.8K+$73.9K2026-10-27
LPL Financial LLC
DECREASED405,998409,993-3,995-1%$135.3M$144.7M+$9.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED375,046327,681+47,365+14%$109.4M$136.2M+$26.8M2026-10-13
PNC Financial Services Group, Inc.
DECREASED372,436378,598-6,162-2%$125.0M$132.8M+$7.8M2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED326,778340,863-14,085-4%$112.5M$116.5M+$4.0M2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED277,459277,396+63+0%$91.6M$98.9M+$7.3M2026-10-20
Russell Investments Group, Ltd.
DECREASED266,464362,504-96,040-26%$119.8M$95.2M-$24.6M2026-11-06
Principal Financial Group Inc
DECREASED252,618279,248-26,630-10%$92.2M$90.1M-$2.1M2026-11-02
Vest Financial, LLC
INCREASED230,507215,257+15,250+7%$71.1M$82.2M+$11.1M2026-10-21
Equity Investment Corp
DECREASED226,703331,603-104,900-32%$109.5M$80.8M-$28.6M2026-11-04
Great Lakes Advisors, LLC
DECREASED210,685219,845-9,160-4%$72.6M$75.1M+$2.5M2026-11-06
KBC Group NV
INCREASED204,945148,807+56,138+38%$49.1M$73.1K-$49.1M2026-10-22
Aberdeen Group plc
INCREASED202,741190,551+12,190+6%$62.9M$9.4M-$53.5M2026-11-06
OP Asset Management Ltd
INCREASED198,30050,365+147,935+294%$16.6M$70.7M+$54.1M2026-11-05
Asset Management One Co., Ltd.
INCREASED194,775186,336+8,439+5%$61.5M$69.4M+$7.9M2026-10-27
SEB Asset Management AB
DECREASED192,314254,247-61,933-24%$83.9M$68.6M-$15.4M2026-11-04
MacKenzie Financial Corp
DECREASED190,226221,910-31,684-14%$73.3M$67.8M-$5.4M2026-11-02
New York State Teachers Retirement System
DECREASED180,349190,562-10,213-5%$62.9M$64.3K-$62.8M2026-10-22
Creative Planning
INCREASED168,254152,783+15,471+10%$50.4M$60.0M+$9.5M2026-11-02
Pictet Asset Management Holding SA
DECREASED162,474168,654-6,180-4%$55.7M$57.9M+$2.2M2026-11-03
Virginia Retirement Systems ET Al
UNCHANGED160,700160,70000%$53.1M$57.3M+$4.2M2026-10-28
Truist Financial Corp
DECREASED142,536147,405-4,869-3%$48.7M$50.8M+$2.2M2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED142,272192,770-50,498-26%$63.0M$50.7K-$63.0M2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED141,362158,161-16,799-11%$52.2M$50.4M-$1.8M2026-10-15
Assenagon Asset Management S.A.
INCREASED137,98724,922+113,065+454%$8.2M$49.2M+$41.0M2026-10-15
ProShare Advisors LLC
DECREASED135,663141,971-6,308-4%$46.9M$48.4M+$1.5M2026-10-29
Swedbank AB
DECREASED130,580131,083-5030%$43.3M$46.6M+$3.3M2026-10-27
Daiwa Securities Group Inc.
DECREASED119,175131,364-12,189-9%$43.4M$42.5M-$878.8K2026-10-29
Swiss Life Asset Management Ltd
INCREASED118,89097,174+21,716+22%$32.1M$42.4M+$10.3M2026-11-03
Braun Stacey Associates Inc
DECREASED114,746115,297-5510%$38.1M$40.9M+$2.8M2026-10-19
Candriam S.C.A.
INCREASED112,673110,075+2,598+2%$36.3M$40.3M+$4.0M2026-11-03
Conning Inc.
DECREASED108,444127,552-19,108-15%$42.1M$38.7M-$3.4M2026-10-27
Illinois Municipal Retirement Fund
DECREASED107,706111,909-4,203-4%$36.9M$38.4M+$1.5M2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
INCREASED103,95689,504+14,452+16%$29.5M$37.1M+$7.5M2026-10-30
Fifth Third Bancorp
DECREASED99,900103,982-4,082-4%$34.3M$35.6M+$1.3M2026-11-05
GW Henssler & Associates LTD
DECREASED97,69099,893-2,203-2%$33.0M$34.8M+$1.9M2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED96,72985,374+11,355+13%$28.2M$34.5M+$6.3M2026-11-03
CIBC Asset Management Inc
DECREASED90,364107,164-16,800-16%$35.4M$32.0M-$3.3M2026-11-05
Cullen T Bankers, Inc.
INCREASED89,51488,932+582+1%$29.4M$31.9M+$2.6M2026-10-28
Commonwealth Equity Services, LLC
DECREASED89,36091,676-2,316-3%$30.3M$31.9M+$1.6M2026-11-02
Nisa Investment Advisors, LLC
INCREASED85,16776,724+8,443+11%$25.3M$30.4M+$5.0M2026-10-20
Midwest Trust Co
DECREASED82,26685,361-3,095-4%$28.2M$29.3M+$1.1M2026-10-22
Pittenger & Anderson Inc
INCREASED77,70676,311+1,395+2%$25.2M$27.7M+$2.5M2026-11-02
Vontobel Holding Ltd.
DECREASED71,09088,926-17,836-20%$29.4M$25.3M-$4.0M2026-10-16
State of New Jersey Common Pension Fund D
DECREASED67,54067,810-2700%$22.4M$24.1M+$1.7M2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED66,48094,320-27,840-30%$31.1M$23.7M-$7.4M2026-10-30
Calamos Advisors LLC
INCREASED64,08262,791+1,291+2%$20.7M$22.8M+$2.1M2026-11-02
OFI Invest Asset Management
INCREASED62,5714,036+58,535+1450%$1.3M$19.7M+$18.4M2026-11-06
Keybank National Association
DECREASED62,04563,161-1,116-2%$20.9M$22.1M+$1.3M2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED61,98461,98400%$20.5M$22.1K-$20.4M2026-10-08
Greatmark Investment Partners, Inc.
DECREASED61,90962,598-689-1%$20.7M$22.1M+$1.4M2026-10-28
Kestra Advisory Services, LLC
INCREASED61,50458,837+2,667+5%$19.4M$21.9M+$2.5M2026-11-02
First Horizon Corp
DECREASED60,57361,605-1,032-2%$20.3M$21.6M+$1.3M2026-10-26
Czech National Bank
DECREASED59,92960,527-598-1%$20.0M$21.4M+$1.4M2026-10-13
Oppenheimer Asset Management Inc.
DECREASED58,00559,242-1,237-2%$19.6M$20.7M+$1.1M2026-10-27
Arizona State Retirement System
DECREASED57,82459,004-1,180-2%$19.5M$20.6M+$1.1M2026-11-03
Applied Finance Capital Management, LLC
DECREASED55,18260,592-5,410-9%$20.0M$19.7M-$329.9K2026-11-03
State of Michigan Retirement System
DECREASED54,65356,653-2,000-4%$18.7M$19.5M+$782.1K2026-10-27
GHP Investment Advisors, Inc.
DECREASED52,42353,361-938-2%$17.6M$18.7M+$1.1M2026-10-15
Allworth Financial LP
NEW50,725—+50,725——$16.7M—2026-11-06
Mirae Asset Securities (USA) Inc.
DECREASED50,108100,228-50,120-50%$33.1M$17.9M-$15.2M2026-10-15
Ethic Inc.
INCREASED50,00448,739+1,265+3%$16.1M$17.8M+$1.7M2026-11-03
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED50,00050,00000%$16.5M$17.8M+$1.3M2026-10-28
Telos Capital Management, Inc.
DECREASED47,84349,145-1,302-3%$16.2M$17.1M+$832.9K2026-11-02
Talbot Financial, LLC
DECREASED47,79247,821-290%$15.8M$17.0M+$1.3M2026-10-19
IFM Investors Pty Ltd
INCREASED47,78647,674+112+0%$15.7M$17.0M+$1.3M2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED47,65555,882-8,227-15%$18.4M$17.0M-$1.5M2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED46,08146,968-887-2%$15.5M$16.4M+$923.3K2026-11-03
Eurizon Capital SGR S.p.A.
DECREASED45,65058,989-13,339-23%$19.5M$16.3M-$3.2M2026-11-06
State of Alaska, Department of Revenue
DECREASED44,81345,888-1,075-2%$15.1M$16.0K-$15.1M2026-10-15
Ritholtz Wealth Management
INCREASED44,71540,794+3,921+10%$13.5M$15.9M+$2.5M2026-11-05
ASR Vermogensbeheer N.V.
DECREASED44,31675,350-31,034-41%$24.9M$15.8M-$9.1M2026-10-16
Retirement Systems of Alabama
DECREASED43,74144,673-932-2%$14.7M$15.6M+$846.7K2026-11-04
Citizens Financial Group Inc
DECREASED43,71844,782-1,064-2%$14.8M$15.6M+$802.5K2026-10-23
Brookstone Capital Management
DECREASED42,86257,502-14,640-25%$19.0M$15.3M-$3.7M2026-10-22
Vise Technologies, Inc.
NEW42,330—+42,330——$15.1M—2026-10-29
Xponance LLC
INCREASED39,77138,401+1,370+4%$12.7M$14.2M+$1.5M2026-11-03
Perigon Wealth Management, LLC
DECREASED39,53842,067-2,529-6%$13.9M$14.1M+$208.6K2026-10-22
Neos Investment Management LLC
INCREASED38,93134,718+4,213+12%$11.5M$13.9M+$2.4M2026-11-04
Regions Financial Corp
DECREASED37,66638,244-578-2%$12.6M$13.4M+$803.2K2026-11-05
Rakuten Investment Management, Inc.
NEW37,436—+37,436——$13.6M—2026-10-30
Aviance Capital Partners, LLC
INCREASED35,89335,596+297+1%$11.8M$12.8M+$1.0M2026-10-29
Goelzer Investment Management, Inc.
DECREASED35,70336,668-965-3%$12.1M$12.7M+$623.6K2026-10-16
Amalgamated Bank
DECREASED35,34837,039-1,691-5%$12.2M$12.6K-$12.2M2026-10-23
Benedict Financial Advisors Inc
DECREASED34,50835,082-574-2%$11.6M$12.3M+$721.0K2026-10-07
Strs Ohio
DECREASED34,32738,926-4,599-12%$12.9M$12.2M-$612.3K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED34,22026,678+7,542+28%$8.8M$12.2K-$8.8M2026-11-02
Carret Asset Management, LLC
DECREASED34,08334,650-567-2%$11.4M$12.2M+$712.3K2026-11-04
Sterling Capital Management LLC
DECREASED32,86134,048-1,187-3%$11.2M$11.7M+$475.3K2026-10-22
Prospera Financial Services Inc
INCREASED31,66115,647+16,014+102%$5.2M$12.5M+$7.4M2026-11-04
New York Life Investment Management LLC
DECREASED31,07731,701-624-2%$10.5M$11.1M+$614.1K2026-11-04
Koshinski Asset Management, Inc.
INCREASED30,60830,116+492+2%$9.9M$10.9M+$970.2K2026-10-29
Murphy Pohlad Asset Management LLC
DECREASED30,30631,840-1,534-5%$10.5M$10.8M+$293.4K2026-10-22
Savant Capital, LLC
DECREASED30,02530,198-173-1%$9.4M$10.7M+$1.3M2026-11-06
Compagnie Lombard Odier SCmA
UNCHANGED29,10029,10000%$9.6M$10.4M+$767.9K2026-11-04
Kwmg, LLC
INCREASED28,61728,515+102+0%$9.4M$10.2M+$788.9K2026-10-07
Palisade Asset Management, LLC
DECREASED28,10428,634-530-2%$9.5M$10.0M+$566.7K2026-11-03
Raiffeisen Bank International AG
DECREASED27,87932,122-4,243-13%$10.7M$10.1M-$534.7K2026-10-28
HB Wealth Management, LLC
INCREASED27,34423,018+4,326+19%$7.6M$9.7M+$2.1M2026-10-23
Yousif Capital Management, LLC
DECREASED25,67926,606-927-3%$8.8M$9.2M+$371.6K2026-10-22
Oregon Public Employees Retirement Fund
DECREASED25,64026,176-536-2%$8.6M$9.1M+$499.7K2026-10-30
UniSuper Management Pty Ltd
INCREASED25,57323,973+1,600+7%$7.9M$9.1M+$1.2M2026-10-26
Fisher Funds Management LTD
INCREASED25,23423,134+2,100+9%$7.6M$9.0M+$1.4M2026-10-13
Assetmark, Inc
DECREASED24,92927,278-2,349-9%$9.0M$8.9M-$117.4K2026-10-21
SteelPeak Wealth, LLC
DECREASED24,34943,226-18,877-44%$14.3M$8.7M-$5.6M2026-10-16
Cullinan Associates Inc
INCREASED24,16823,657+511+2%$7.8M$8.6M+$806.4K2026-11-03
ABN Amro Investment Solutions
INCREASED23,38613,377+10,009+75%$4.4M$8.3M+$3.9M2026-10-21
One Way Holdings LLC
NEW23,046—+23,046——$8.2M—2026-10-29
Capital City Trust Co
DECREASED22,91523,277-362-2%$7.7M$8.2M+$485.2K2026-10-22
Crossmark Global Holdings, Inc.
INCREASED22,4948,808+13,686+155%$2.9M$8.0M+$5.1M2026-10-21
Penobscot Investment Management Company, Inc.
DECREASED22,48322,823-340-1%$7.5M$8.0M+$481.1K2026-10-26
Meyer Handelman Co
DECREASED22,30022,400-1000%$7.4M$8.0M+$555.5K2026-10-28
Merit Financial Group, LLC
INCREASED22,05820,474+1,584+8%$6.8M$7.9M+$1.1M2026-11-06
Avanza Fonder AB
INCREASED21,70719,844+1,863+9%$6.6M$7.7M+$1.2M2026-10-13
UMB Bank, n.a.
DECREASED21,45122,483-1,032-5%$7.4M$7.6M+$225.4K2026-11-06
Mutual of America Capital Management LLC
DECREASED21,33121,910-579-3%$7.2M$7.6M+$371.8K2026-10-23
Advisory Resource Group
INCREASED21,181649+20,532+3164%$214.2K$7.6M+$7.3M2026-10-26
BG Investment Services, LLC
NEW21,097—+21,097——$7.5M—2026-10-23
Chemung Canal Trust Co
DECREASED20,86428,578-7,714-27%$9.4M$7.4M-$2.0M2026-11-04
Pinnacle Associates LTD
DECREASED20,64120,870-229-1%$6.9M$7.4M+$469.1K2026-10-20
Park Avenue Securities LLC
INCREASED20,58018,440+2,140+12%$6.1M$7.3K-$6.1M2026-10-26
Exchange Traded Concepts, LLC
INCREASED20,1667,648+12,518+164%$2.5M$7.2M+$4.7M2026-10-28
D.A. Davidson & Co.
INCREASED19,94419,456+488+3%$6.4M$7.1M+$687.5K2026-10-28
First Pacific Financial
DECREASED19,29519,916-621-3%$6.6M$6.9M+$304.3K2026-10-14
B. Metzler seel. Sohn & Co. AG
INCREASED19,15118,866+285+2%$6.2M$6.8M+$599.5K2026-10-30
Ferguson Wellman Capital Management, Inc
INCREASED18,45718,456+1+0%$6.1M$6.6M+$487.4K2026-10-05
Moody Aldrich Partners LLC
INCREASED18,44715,761+2,686+17%$5.2M$6.6M+$1.4M2026-10-27
Fulcrum Asset Management LLP
INCREASED18,43015,488+2,942+19%$5.1M$6.7M+$1.6M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED18,0977,889+10,208+129%$2.6M$6.5M+$3.8M2026-10-16
Lido Advisors, LLC
INCREASED18,00717,677+330+2%$5.8M$6.4M+$584.8K2026-11-04
Mccarter Private Wealth Services LLC
DECREASED17,93418,129-195-1%$6.0M$6.4M+$408.6K2026-10-22
Meridian Investment Counsel Inc.
DECREASED17,80018,063-263-1%$6.0M$6.3M+$382.9K2026-10-14
Ag2r LA Mondiale Gestion D'actifs
INCREASED17,7919,782+8,009+82%$3.2M$6.3M+$3.1M2026-10-26
Leuthold Group, LLC
INCREASED17,56416,008+1,556+10%$5.3M$6.3M+$977.2K2026-11-04
Culbertson A N & Co Inc
DECREASED17,48017,555-750%$5.8M$6.2M+$436.5K2026-10-21
Gulf International Bank (UK) Ltd
UNCHANGED16,93616,93600%$5.6M$6.0K-$5.6M2026-10-20
Valley Wealth Managers, Inc.
DECREASED16,93117,189-258-1%$5.7M$6.0M+$361.7K2026-10-09
Baker Avenue Asset Management, LP
INCREASED16,78216,472+310+2%$5.4M$6.0M+$545.0K2026-11-06
Arjuna Capital
DECREASED16,54117,029-488-3%$5.6M$5.9M+$275.4K2026-11-03
Slow Capital, Inc.
DECREASED16,44417,519-1,075-6%$5.8M$5.9M+$79.1K2026-10-23
Sawyer & Company, Inc
DECREASED16,26816,460-192-1%$5.4M$5.8M+$365.9K2026-10-21
Generali Asset Management SPA SGR
DECREASED16,19717,446-1,249-7%$5.8M$5.8M+$15.1K2026-10-26
Unison Advisors LLC
INCREASED15,74115,684+57+0%$5.2M$5.6M+$434.2K2026-10-29
Thrivent Financial for Lutherans
INCREASED15,4788,964+6,514+73%$3.0M$5.5K-$3.0M2026-11-05
iA Global Asset Management Inc.
INCREASED15,27015,167+103+1%$5.0M$5.4K-$5.0M2026-10-29
Alps Advisors Inc
DECREASED15,22116,073-852-5%$5.3M$5.4M+$120.4K2026-11-03
Principle Wealth Partners LLC
DECREASED15,19215,470-278-2%$5.1M$5.4M+$309.6K2026-11-02
Applied Capital LLC
DECREASED15,07015,072-20%$5.0M$5.4M+$397.0K2026-10-07
Annex Advisory Services, LLC
INCREASED15,00511,765+3,240+28%$3.9M$5.3M+$1.5M2026-10-16
KCM Investment Advisors LLC
DECREASED14,84515,446-601-4%$5.1M$5.3M+$193.4K2026-10-27
Wakefield Asset Management Lllp
INCREASED14,62014,345+275+2%$4.7M$5.2M+$476.6K2026-11-05
LEE Danner & Bass Inc
DECREASED14,40314,490-87-1%$4.8M$5.1M+$351.4K2026-10-27
LBP AM SA
NEW14,028—+14,028——$5.0M—2026-11-06
IFP Advisors, Inc
DECREASED14,00218,260-4,258-23%$6.0M$5.0M-$1.0M2026-10-16
Romano Brothers and Company
DECREASED13,95214,052-100-1%$4.6M$5.0M+$335.2K2026-10-22
Gamma Investing LLC
INCREASED13,83113,262+569+4%$4.4M$4.9M+$552.8K2026-10-08
Forvis Mazars Wealth Advisors, LLC
DECREASED13,78714,145-358-3%$4.7M$4.9M+$245.7K2026-10-13
Farther Finance Advisors, LLC
INCREASED13,78511,246+2,539+23%$3.7M$4.9M+$1.2M2026-10-08
William B. Walkup & Associates, Inc.
INCREASED13,70113,006+695+5%$4.3M$4.9M+$590.9K2026-11-05
Globalt Investments LLC / GA
DECREASED13,48014,095-615-4%$4.7M$4.8M+$152.9K2026-10-27
Achmea Investment Management B.V.
NEW13,436—+13,436——$4.8M—2026-10-30
Rossmore Private Capital
DECREASED13,18913,209-200%$4.4M$4.7M+$341.5K2026-10-27
Americana Partners, LLC
DECREASED13,15814,326-1,168-8%$4.7M$4.7M-$38.3K2026-10-28
Choreo, LLC
INCREASED12,81712,632+185+1%$4.2M$4.6M+$399.3K2026-10-28
Maryland State Retirement & Pension System
INCREASED12,77711,446+1,331+12%$3.8M$4.6M+$776.6K2026-11-05
Carnegie Investment Counsel
DECREASED12,76913,080-311-2%$4.3M$4.6M+$234.4K2026-10-20
Gateway Investment Advisers LLC
INCREASED12,7589,376+3,382+36%$3.1M$4.5M+$1.5M2026-10-13
Atlantic Edge Private Wealth Management, LLC
INCREASED12,43612,330+106+1%$4.1M$4.4M+$362.9K2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED12,36611,916+450+4%$3.9M$4.4M+$474.9K2026-10-13
Asset Dedication, LLC
INCREASED12,34612,070+276+2%$4.0M$4.4M+$416.8K2026-11-03
Genus Capital Management Inc.
INCREASED12,13512,015+120+1%$4.0M$4.3M+$359.9K2026-11-04
Bokf, NA
DECREASED12,11615,105-2,989-20%$5.0M$4.3M-$667.0K2026-10-27
Praxis Investment Management Inc
INCREASED12,01510,733+1,282+12%$3.5M$4.3K-$3.5M2026-11-03
FinArc Investments, Inc.
DECREASED11,93815,160-3,222-21%$5.0M$4.3M-$748.6K2026-10-14
Compass Wealth Management LLC
DECREASED11,83811,965-127-1%$3.9M$4.2M+$270.5K2026-10-22
Elevate Capital Advisors, LLC
DECREASED11,74915,351-3,602-23%$5.1M$4.2M-$879.1K2026-11-02
Garner Asset Management Corp
DECREASED11,65012,099-449-4%$4.0M$4.7M+$668.0K2026-10-30
Lincoln Capital LLC
DECREASED11,20111,218-170%$3.7M$4.0M+$295.8K2026-10-09
Hartford Investment Management Co
DECREASED11,19211,873-681-6%$3.9M$4.0M+$70.5K2026-11-04
Convergence Investment Partners, LLC
INCREASED11,1257,936+3,189+40%$2.6M$4.0M+$1.3M2026-10-28
Delta Financial Advisors LLC
DECREASED11,11411,266-152-1%$3.7M$4.0M+$243.3K2026-10-27
Third View Private Wealth, LLC
INCREASED11,06210,777+285+3%$3.6M$3.9M+$386.0K2026-10-30
Patton Albertson Miller Group, LLC
DECREASED10,79211,150-358-3%$3.7M$3.8M+$166.6K2026-10-26
New Mexico Educational Retirement Board
UNCHANGED10,77810,77800%$3.6M$3.8K-$3.6M2026-11-05
Levin Capital Strategies, L.P.
INCREASED10,7119,973+738+7%$3.3M$3.8M+$526.3K2026-11-02
Kintegral Advisory, LLC
INCREASED10,67310,613+60+1%$3.5M$3.8M+$301.5K2026-10-16
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED10,6412,107+8,534+405%$695.6K$3.8M+$3.1M2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED10,5489,700+848+9%$3.2M$3.8M+$568.6K2026-11-04
Acropolis Investment Management, LLC
DECREASED10,54610,773-227-2%$3.6M$3.8M+$203.5K2026-10-08
Quadrant Capital Group LLC
INCREASED10,53210,520+12+0%$3.5M$3.9M+$458.5K2026-10-20
Mission Wealth Management, LP
DECREASED10,53012,131-1,601-13%$4.0M$3.8M-$250.5K2026-10-15
Alkeme Wealth, LLC
DECREASED10,44411,071-627-6%$3.7M$3.7M+$68.6K2026-10-08
Peddock Capital Advisors, LLC
DECREASED10,39610,477-81-1%$3.5M$3.7M+$247.4K2026-10-16
Louisiana State Employees Retirement System
DECREASED10,30010,900-600-5%$3.6M$3.7M+$73.7K2026-10-20
Moors & Cabot, Inc.
INCREASED10,2508,746+1,504+17%$2.9M$3.7M+$766.9K2026-11-06
Q3 Asset Management
NEW10,219—+10,219——$3.6K—2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED10,19612,423-2,227-18%$4.1M$3.6M-$466.3K2026-10-16
Brighton Jones LLC
INCREASED10,0299,691+338+3%$3.2M$3.6M+$376.2K2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED10,00920,875-10,866-52%$6.3M$3.7M-$2.7M2026-10-29
Clearstead Advisors, LLC
INCREASED9,9749,273+701+8%$3.1M$3.6M+$493.1K2026-11-06
Spire Wealth Management
INCREASED9,9728,607+1,365+16%$2.8M$3.6M+$713.3K2026-10-30
Burney Co/
INCREASED9,9159,890+25+0%$3.3M$3.5M+$269.9K2026-10-15
Sigma Planning Corp
DECREASED9,5909,627-370%$3.2M$3.4M+$240.9K2026-10-23
Hennessy Advisors Inc
UNCHANGED9,5009,50000%$3.1M$3.4M+$250.7K2026-10-28
Diversify Advisory Services, LLC
INCREASED9,4747,860+1,614+21%$3.1M$3.6M+$568.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,4747,860+1,614+21%$3.1M$3.6M+$568.7K2026-10-20
Lighthouse Financial Services Inc
INCREASED9,4149,382+32+0%$3.1M$3.4M+$216.9K2026-11-02
DSG Capital Advisors, LLC
DECREASED9,4059,488-83-1%$3.2M$3.4M+$157.1K2026-11-05
Nilsine Partners, LLC
INCREASED9,2419,223+18+0%$3.0M$3.3M+$249.8K2026-11-02
Munich Reinsurance Co Stock Corp in Munich
INCREASED9,2373,333+5,904+177%$1.1M$3.3M+$2.2M2026-10-30
AlphaCore Capital LLC
INCREASED9,1195,997+3,122+52%$2.0M$3.3M+$1.3M2026-11-04
Oppenheimer & Co Inc
INCREASED8,9867,781+1,205+15%$2.6M$3.2M+$634.9K2026-10-26
Jacobi Capital Management LLC
INCREASED8,9618,885+76+1%$2.9M$3.2M+$261.3K2026-11-05
Parsons Capital Management Inc
DECREASED8,9039,347-444-5%$3.1M$3.2M+$88.4K2026-10-28
Fulton Bank, N.A.
DECREASED8,89610,158-1,262-12%$3.4M$3.2M-$181.8K2026-10-14
Ascent Group, LLC
INCREASED8,7858,615+170+2%$2.8M$3.1M+$288.0K2026-10-30
CWA Asset Management Group, LLC
INCREASED8,7843,399+5,385+158%$1.1M$3.1M+$2.0M2026-10-19
Smith Salley Wealth Management
INCREASED8,7828,524+258+3%$2.8M$3.1M+$316.5K2026-11-03
Grey Ledge Advisors, LLC
DECREASED8,7538,863-110-1%$2.9M$3.1M+$194.5K2026-11-02
MGO One Seven LLC
DECREASED8,7388,927-189-2%$2.9M$3.1M+$168.2K2026-10-28
Monument Capital Management
INCREASED8,6481,472+7,176+488%$485.9K$3.1M+$2.6M2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED8,5709,240-670-7%$3.1M$3.1K-$3.0M2026-10-14
Kimelman & Baird, LLC
UNCHANGED8,5148,51400%$2.8M$3.0M+$224.7K2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
NEW8,510—+8,510——$3.1M—2026-10-29
Concord Wealth Partners
INCREASED8,4628,300+162+2%$2.7M$3.0M+$276.7K2026-11-02
Concord Asset Management, LLC
INCREASED8,4388,077+361+4%$2.7M$3.0M+$341.7K2026-11-02
Benin Management Corp
DECREASED8,4188,743-325-4%$2.9M$3.0M+$114.9K2026-10-22
Greenleaf Trust
DECREASED8,4088,754-346-4%$2.9M$3.0M+$107.7K2026-10-29
Accredited Investors Inc.
INCREASED8,3578,300+57+1%$2.7M$3.0M+$239.4K2026-11-03
Cornerstone Planning, LLC
INCREASED8,2722,275+5,997+264%$751.1K$2.8M+$2.0M2026-10-27
AGF Management LTD
DECREASED8,2109,998-1,788-18%$3.3M$2.9M-$373.6K2026-11-03
CoreCap Advisors, LLC
INCREASED8,1907,985+205+3%$2.6M$2.9M+$284.0K2026-10-08
Cantor Fitzgerald Investment Advisors L.P.
DECREASED8,06347,614-39,551-83%$15.7M$2.9M-$12.8M2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED7,8656,045+1,820+30%$2.0M$2.8M+$808.4K2026-11-03
Bank & Trust Co
DECREASED7,8637,895-320%$2.6M$2.8M+$196.9K2026-10-07
Ballast, Inc.
DECREASED7,7277,752-250%$2.6M$2.8M+$195.7K2026-10-20
E. Ohman J:or Asset Management AB
UNCHANGED7,7207,72000%$2.5M$2.8M+$203.7K2026-10-22
Venture Visionary Partners LLC
DECREASED7,6938,226-533-6%$2.7M$2.7M+$27.3K2026-10-07
Tokio Marine Asset Management Co LTD
INCREASED7,6797,239+440+6%$2.4M$2.7M+$347.9K2026-10-26
Parallel Advisors, LLC
INCREASED7,5687,484+84+1%$2.5M$2.7M+$227.1K2026-11-03
Founders Financial Securities LLC
INCREASED7,3877,287+100+1%$2.4M$2.6M+$228.0K2026-10-28
Rydar Equities, Inc.
INCREASED7,3807,159+221+3%$2.6M$2.7M+$50.2K2026-10-13
Canandaigua National Bank & Trust Co
DECREASED7,3628,034-672-8%$2.7M$2.6M-$27.6K2026-10-07
Virtue Asset Management LLC
INCREASED7,3137,057+256+4%$2.3M$2.6M+$277.5K2026-10-21
Signaturefd, LLC
INCREASED7,2977,212+85+1%$2.4M$2.6M+$220.5K2026-10-23
Montag A & Associates Inc
INCREASED7,2951,896+5,399+285%$625.9K$2.6M+$2.0M2026-10-29
Krilogy Financial LLC
INCREASED7,2906,840+450+7%$2.3M$2.7M+$451.6K2026-10-13
Kathmere Capital Management, LLC
INCREASED7,2706,963+307+4%$2.3M$2.6M+$293.3K2026-10-20
Nordwand Advisors, LLC
INCREASED7,2477,240+7+0%$2.4M$2.6M+$193.6K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED7,1744,788+2,386+50%$1.6M$2.7M+$1.0M2026-10-13
J.W. Cole Advisors, Inc.
DECREASED7,0227,678-656-9%$2.5M$2.5M-$31.4K2026-11-05
Academy Capital Management
DECREASED7,0009,617-2,617-27%$3.2M$2.5M-$679.2K2026-11-05
Naples Global Advisors, LLC
DECREASED6,9957,050-55-1%$2.3M$2.5M+$166.4K2026-11-05
Claro Advisors Inc.
DECREASED6,9477,200-253-4%$2.4M$2.5M+$99.4K2026-11-02
Focus Financial Network, Inc.
DECREASED6,9327,179-247-3%$2.4M$2.5M+$101.1K2026-10-14
Northern Financial Advisors Inc
INCREASED6,7866,705+81+1%$2.2M$2.4M+$205.8K2026-10-29
North Dakota State Investment Board
INCREASED6,7616,454+307+5%$2.1M$2.4M+$279.8K2026-10-27
Arrow Financial Corp
DECREASED6,7507,357-607-8%$2.4M$2.4M-$22.3K2026-10-26
Carmel Capital Partners, LLC
DECREASED6,6377,819-1,182-15%$2.6M$2.4M-$215.1K2026-11-03
Weaver Capital Management LLC
DECREASED6,6207,521-901-12%$2.2M$2.4M+$166.2K2026-10-15
Compound Planning, Inc.
INCREASED6,5714,564+2,007+44%$1.5M$2.3M+$835.7K2026-11-05
Trust Co of Vermont
INCREASED6,5216,280+241+4%$2.1M$2.3M+$251.6K2026-10-21
Natixis
DECREASED6,32779,795-73,468-92%$26.3M$2.3M-$24.1M2026-11-06
Quadcap Wealth Management, LLC
DECREASED6,2777,141-864-12%$2.4M$2.2M-$119.8K2026-11-02
Dagco, Inc.
INCREASED6,2306,229+1+0%$2.1M$2.2M+$164.8K2026-10-20
Davenport & Co LLC
INCREASED6,2266,096+130+2%$2.0M$2.2M+$207.2K2026-10-14
WBH Advisory Inc
UNCHANGED6,0356,03500%$2.0M$2.2M+$159.3K2026-11-05
Courier Capital LLC
DECREASED6,0196,024-50%$2.0M$2.1M+$157.3K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED6,0075,813+194+3%$1.9M$2.1M+$222.5K2026-10-27
Apollon Wealth Management, LLC
INCREASED5,9995,562+437+8%$1.8M$2.1M+$302.6K2026-10-23
Agate Pass Investment Management, LLC
DECREASED5,9506,025-75-1%$2.0M$2.1M+$132.3K2026-10-20
Plato Investment Management Ltd
DECREASED5,94610,260-4,314-42%$5.1M$2.1M-$3.0M2026-11-05
Vaughan David Investments LLC
UNCHANGED5,9255,92500%$2.0M$2.1K-$2.0M2026-11-05
Profund Advisors LLC
INCREASED5,9235,687+236+4%$1.9M$2.1M+$234.2K2026-10-29
First National Trust Co
DECREASED5,9155,978-63-1%$2.0M$2.1M+$135.3K2026-10-28
Tectonic Advisors LLC
DECREASED5,8936,907-1,014-15%$2.3M$2.1M-$179.2K2026-10-22
Bank of New Hampshire
INCREASED5,8715,783+88+2%$1.9M$2.1M+$184.0K2026-10-06
Kestra Private Wealth Services, LLC
DECREASED5,8426,110-268-4%$2.0M$2.1M+$65.8K2026-11-06
MB, Levis & Associates, LLC
INCREASED5,7555,633+122+2%$1.9M$2.1M+$192.1K2026-10-16
Chicago Partners Investment Group LLC
INCREASED5,7545,713+41+1%$2.2M$2.3M+$141.5K2026-10-27
V-Square Quantitative Management LLC
INCREASED5,7195,606+113+2%$1.9M$2.0M+$188.2K2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED5,6915,762-71-1%$1.9M$2.0M+$126.7K2026-10-05
Churchill Financial Advisors, LLC
DECREASED5,6805,791-111-2%$1.9M$2.0M+$113.3K2026-10-20
Gen-Wealth Partners Inc
DECREASED5,5666,061-495-8%$2.0M$2.0M-$16.4K2026-11-04
Nicholas Hoffman & Company, Llc.
DECREASED5,5476,403-856-13%$2.1M$2.0M-$136.0K2026-10-30
Commonwealth Retirement Investments LLC
INCREASED5,4235,301+122+2%$1.7M$1.9M+$183.4K2026-10-26
Securian Asset Management, Inc
DECREASED5,4185,651-233-4%$2.1M$1.9M-$153.5K2026-11-06
Chicago Trust Co NA
INCREASED5,3683,041+2,327+77%$1.0M$1.9M+$909.9K2026-10-28
Lyell Wealth Management, LP
INCREASED5,3685,316+52+1%$1.8M$1.9M+$158.8K2026-10-30
Net Worth Advisory Group
DECREASED5,2215,249-28-1%$1.7M$1.9M+$155.1K2026-10-20
JSF Financial, LLC
INCREASED5,2034,963+240+5%$1.6M$1.9M+$216.4K2026-10-22
Providence Wealth Advisors, LLC
INCREASED5,1875,179+8+0%$1.8M$1.9M+$118.4K2026-10-29
Guyasuta Investment Advisors Inc
UNCHANGED5,1655,16500%$1.7M$1.8M+$136.3K2026-10-15
Joel Isaacson & Co., LLC
INCREASED5,1615,096+65+1%$1.7M$1.8M+$157.7K2026-11-05
Center for Wealth Management Advisory
NEW5,132—+5,132——$1.8M—2026-10-23
Elmwood Wealth Management, Inc.
DECREASED5,1215,170-49-1%$1.7M$1.8M+$119.0K2026-10-14
Natural Investments, LLC
DECREASED5,0105,170-160-3%$1.7M$1.8M+$80.0K2026-11-06
PFG Advisors
INCREASED5,0044,963+41+1%$1.6M$1.8M+$145.6K2026-10-16
AA Financial Advisors, LLC
INCREASED5,0034,827+176+4%$1.6M$1.8M+$190.2K2026-10-19
Institute for Wealth Management, Llc.
DECREASED4,9645,017-53-1%$1.7M$1.8M+$113.5K2026-11-06
Glenview Trust Co
DECREASED4,9455,117-172-3%$1.7M$1.8M+$73.7K2026-10-28
Soltis Investment Advisors LLC
INCREASED4,9144,570+344+8%$1.5M$1.8M+$243.1K2026-10-28
Wedmont Private Capital
INCREASED4,9013,669+1,232+34%$1.2M$1.8M+$571.3K2026-10-09
Beacon Financial Group
DECREASED4,8195,410-591-11%$1.8M$1.7M-$67.9K2026-10-19
Trust Co of Toledo NA
DECREASED4,8044,842-38-1%$1.6M$1.7M+$114.2K2026-10-16
Asahi Life Asset Management Co., Ltd.
DECREASED4,7977,546-2,749-36%$2.5M$1.7M-$780.9K2026-11-06
Plimoth Trust Co LLC
DECREASED4,7394,967-228-5%$1.6M$1.7M+$49.8K2026-10-26
Bullock Wealth Management Group
INCREASED4,6804,645+35+1%$1.6M$1.7M+$138.1K2026-10-09
Procyon Advisors, LLC
DECREASED4,6764,822-146-3%$1.6M$1.7M+$75.2K2026-10-21
J. Safra Sarasin Holding AG
INCREASED4,5351,031+3,504+340%$300.7K$1.5M+$1.2M2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED4,5344,520+14+0%$1.5M$1.6M+$124.3K2026-10-09
Investors Asset Management of Georgia Inc
UNCHANGED4,5114,51100%$1.5M$1.6M+$119.0K2026-10-20
Valeo Financial Advisors, LLC
INCREASED4,4564,295+161+4%$1.4M$1.6M+$170.8K2026-10-08
Private Trust Co NA
DECREASED4,4074,523-116-3%$1.5M$1.6M+$78.0K2026-10-20
Daymark Wealth Partners, LLC
INCREASED4,3793,702+677+18%$1.2M$1.6M+$338.7K2026-11-04
Jnba Financial Advisors
INCREASED4,3744,367+7+0%$1.4M$1.6M+$117.7K2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED4,3624,220+142+3%$1.4M$1.6M+$162.0K2026-10-22
Hanson & Doremus Investment Management
DECREASED4,3114,337-26-1%$1.4M$1.5K-$1.4M2026-10-16
JB Capital LLC
INCREASED4,2854,280+5+0%$1.4M$1.5M+$114.6K2026-10-19
HBK Sorce Advisory LLC
INCREASED4,2634,223+40+1%$1.6M$1.7M+$102.6K2026-11-06
Financial Planning Hawaii, Inc.
DECREASED4,2204,245-25-1%$1.4M$1.5M+$103.1K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED4,2123,790+422+11%$1.3M$1.5M+$250.6K2026-10-22
Retireful, LLC
NEW4,203—+4,203——$1.5M—2026-10-09
Moody National Bank Trust Division
INCREASED4,1944,190+4+0%$1.4M$1.5M+$112.0K2026-10-06
Cornerstone Wealth Management, LLC
INCREASED4,1774,172+5+0%$1.4M$1.5M+$112.0K2026-11-04
Linden Thomas Advisory Services, LLC
DECREASED4,1434,185-42-1%$1.4M$1.5M+$95.5K2026-10-19
Perpetual Ltd
DECREASED4,1264,129-30%$1.4M$1.5M+$107.9K2026-10-13
CV Advisors LLC
UNCHANGED4,1004,10000%$1.4M$1.5M+$108.2K2026-10-13
Bailard, Inc.
DECREASED4,0254,150-125-3%$1.4M$1.4M+$65.0K2026-10-13
Yoffe Investment Management, LLC
UNCHANGED3,9873,98700%$1.3M$1.4M+$105.2K2026-11-02
Kepler Cheuvreux (Suisse) SA
DECREASED3,9647,193-3,229-45%$2.4M$1.4M-$961.3K2026-10-20
Kornitzer Capital Management Inc
INCREASED3,9363,686+250+7%$1.2M$1.4M+$186.4K2026-11-03
Equitable Trust Co
DECREASED3,8944,371-477-11%$1.4M$1.4M-$54.7K2026-10-13
Forza Wealth Management, LLC
DECREASED3,8723,912-40-1%$1.3M$1.4M+$89.0K2026-10-20
Texas Bank & Trust Co
DECREASED3,8353,986-151-4%$1.3M$1.4M+$51.4K2026-11-04
Premier Path Wealth Partners, LLC
INCREASED3,7973,132+665+21%$1.0M$1.4M+$319.8K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED3,7723,736+36+1%$1.2M$1.3M+$111.5K2026-10-23
Blue Trust, Inc.
DECREASED3,7554,172-417-10%$1.4M$1.3M-$38.6K2026-10-15
Tema Etfs LLC
INCREASED3,7293,671+58+2%$1.2M$1.3M+$117.6K2026-10-16
Delphi Management Inc
DECREASED3,6804,191-511-12%$1.4M$1.3K-$1.4M2026-11-05
Capital Investment Advisors, LLC
INCREASED3,6723,633+39+1%$1.2M$1.3M+$109.5K2026-10-22
Kanawha Capital Management LLC
DECREASED3,6513,852-201-5%$1.3M$1.3M+$30.0K2026-10-19
Calamos Wealth Management LLC
INCREASED3,6453,465+180+5%$1.1M$1.3M+$155.6K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED3,6154,902-1,287-26%$1.6M$1.3M-$329.7K2026-10-13
Fisher Asset Management, LLC
DECREASED3,6063,658-52-1%$1.2M$1.3M+$77.9K2026-11-06
Harbor Capital Advisors, Inc.
DECREASED3,5693,589-20-1%$1.2M$1.3K-$1.2M2026-10-22
HUB Investment Partners, LLC
INCREASED3,5473,132+415+13%$1.0M$1.3M+$230.6K2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED3,5383,53800%$1.2M$1.3M+$93.4K2026-11-06
Archford Capital Strategies, LLC
NEW3,517—+3,517——$1.3M—2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED3,4983,076+422+14%$1.0M$1.2M+$231.6K2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED3,4943,49400%$1.2M$1.2M+$92.2K2026-10-23
Mather Group, Llc.
INCREASED3,4553,419+36+1%$1.1M$1.2M+$103.0K2026-10-14
Gryphon Financial Partners LLC
DECREASED3,4343,492-58-2%$1.2M$1.2M+$71.5K2026-11-04
LSV Asset Management
INCREASED3,4001,900+1,500+79%$627.0K$1.2K-$625.8K2026-11-06
Barden Capital Management, Inc.
DECREASED3,3943,573-179-5%$1.2M$1.2M+$30.5K2026-10-09
AMG National Trust Bank
DECREASED3,3753,487-112-3%$1.2M$1.2M+$52.0K2026-11-05
LVM Capital Management LTD
INCREASED3,3663,251+115+4%$1.1K$1.2M+$1.2M2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,3553,361-60%$1.1M$1.2M+$86.6K2026-10-23
Union Savings Bank
DECREASED3,3263,363-37-1%$1.1M$1.2M+$75.6K2026-10-14
LVW Advisors, LLC
INCREASED3,3253,175+150+5%$1.0M$1.2M+$137.3K2026-10-19
Searle & Co.
UNCHANGED3,3043,30400%$1.1M$1.2M+$87.2K2026-11-04
Villere ST Denis J & Co LLC
UNCHANGED3,3033,30300%$1.1M$1.2M+$87.2K2026-11-04
Connecticut Wealth Management, LLC
DECREASED3,2503,340-90-3%$1.1M$1.2M+$56.3K2026-10-13
Burns J W & Co Inc
DECREASED3,2483,249-10%$1.1M$1.2M+$85.4K2026-10-20
Parrish Capital LLC
DECREASED3,2343,616-382-11%$1.2M$1.2M-$40.8K2026-10-01
Quad-Cities Investment Group, LLC
UNCHANGED3,2113,21100%$1.1M$1.1M+$84.7K2026-10-16
Strategic Advisors LLC
INCREASED3,2023,192+10+0%$1.1M$1.1M+$87.7K2026-10-13
Clear Harbor Asset Management, LLC
INCREASED3,1892,989+200+7%$986.7K$1.1M+$150.2K2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED3,1703,17000%$1.0M$1.1M+$83.7K2026-10-16
Abner Herrman & Brock LLC
UNCHANGED3,1633,16300%$1.0K$1.1K+$842026-10-20
West Paces Advisors Inc.
DECREASED3,1593,667-508-14%$1.2M$1.1M-$84.3K2026-10-13
Wedbush Securities Inc
INCREASED3,1132,935+178+6%$969.0K$1.1K-$967.9K2026-10-22
Crestwood Advisors Group, LLC
INCREASED3,0452,928+117+4%$966.6K$1.1M+$118.9K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED3,0432,586+457+18%$858.2K$1.1M+$226.5K2026-10-13
Biltmore Family Office, LLC
INCREASED3,0382,848+190+7%$940.2K$1.1M+$142.9K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED3,0083,00800%$993.0K$1.1M+$79.4K2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED3,0043,069-65-2%$1.0M$1.1M+$57.7K2026-10-20
Indivisible Partners
INCREASED2,9712,825+146+5%$932.6K$1.1M+$126.5K2026-10-26
Ibex Wealth Advisors
INCREASED2,9672,906+61+2%$959.4K$1.1M+$98.5K2026-11-06
Grant Private Wealth Management Inc
NEW2,966—+2,966——$1.1M—2026-10-19
TD Waterhouse Canada Inc.
DECREASED2,9653,810-845-22%$1.3M$1.1M-$202.8K2026-10-16
Level Four Advisory Services, LLC
DECREASED2,9573,559-602-17%$1.2M$1.1M-$120.7K2026-11-06
CX Institutional
DECREASED2,94627,665-24,719-89%$9.1K$1.1K-$8.1K2026-10-02
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED2,9292,899+30+1%$957.0K$1.0M+$87.2K2026-10-13
Camden National Bank
DECREASED2,9142,928-140%$966.6K$1.0M+$72.3K2026-11-02
Moneco Advisors, LLC
INCREASED2,8872,886+1+0%$952.9K$1.0M+$76.4K2026-11-05
Mitchell & Pahl Private Wealth, LLC
DECREASED2,8832,904-21-1%$958.7K$1.0M+$69.1K2026-10-14
Welch & Forbes LLC
INCREASED2,8802,623+257+10%$865.9K$1.0M+$160.8K2026-11-04
Bank of Stockton
UNCHANGED2,8612,86100%$944.5K$1.0M+$75.5K2026-10-20
Integrated Advisors Network LLC
DECREASED2,8582,918-60-2%$963.4K$1.0M+$55.7K2026-10-20
Aprio Wealth Management, LLC
INCREASED2,8332,473+360+15%$816.5K$1.0M+$193.6K2026-10-28
Boston Trust Walden Corp
UNCHANGED2,8192,81900%$930.6K$1.0M+$74.4K2026-10-30
Interchange Capital Partners, LLC
INCREASED2,7352,629+106+4%$867.9K$975.1K+$107.2K2026-10-28
PW Nova Financial Services LLC
NEW2,726—+2,726——$971.8K—2026-10-15
Central Trust Co
DECREASED2,7042,716-120%$896.6K$964.0K+$67.4K2026-11-05
Baker Ellis Asset Management LLC
UNCHANGED2,7002,70000%$891.3K$962.6K+$71.3K2026-10-14
Larson Financial Group LLC
INCREASED2,6912,296+395+17%$757.8K$959.5K+$201.6K2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED2,6872,675+12+0%$883.2K$957.8K+$74.6K2026-10-29
Sky Investment Group LLC
INCREASED2,6632,258+405+18%$745.4K$949.4K+$204.0K2026-10-30
Aries Wealth Management
UNCHANGED2,6582,65800%$877.5K$947.6K+$70.1K2026-10-23
Inlet Private Wealth, LLC
UNCHANGED2,6512,65100%$875.3K$945.3K+$70.0K2026-10-21
Eastern Bank
DECREASED2,6472,696-49-2%$890.0K$943.7K+$53.7K2026-10-05
VestGen Advisors, LLC
DECREASED2,6183,170-552-17%$1.0M$933.2K-$113.4K2026-10-27
GC Wealth Management RIA, LLC
DECREASED2,6182,699-81-3%$891.0K$933.3K+$42.3K2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED2,6112,620-90%$864.8K$931.0K+$66.1K2026-10-05
Associated Banc-Corp
UNCHANGED2,6082,60800%$861.0K$929.8K+$68.8K2026-10-30
Franklin Street Advisors Inc
UNCHANGED2,5862,58600%$853.7K$921.9K+$68.2K2026-10-13
Axxcess Wealth Management, LLC
INCREASED2,5811,586+995+63%$523.5K$920.3K+$396.8K2026-10-21
Mechanics Bank Trust Department
DECREASED2,5562,616-60-2%$863.6K$911.2K+$47.6K2026-10-13
SkyOak Wealth, LLC
UNCHANGED2,5532,55300%$842.8K$910.2K+$67.4K2026-10-28
Lederer & Associates Investment Counsel
DECREASED2,5482,846-298-10%$940$908-$322026-10-23
Curated Wealth Partners LLC
INCREASED2,537732+1,805+247%$241.6K$904.5K+$662.8K2026-10-15
Parkside Financial Bank & Trust
INCREASED2,5232,511+12+0%$828.9K$899.5K+$70.5K2026-10-27
Baldwin Wealth Partners LLC
UNCHANGED2,5172,51700%$830.9K$897.3K+$66.4K2026-10-13
First National Bank Sioux Falls
DECREASED2,5152,533-18-1%$757.0K$896.6K+$139.7K2026-10-13
Hamel Associates, Inc.
UNCHANGED2,4782,47800%$818.0K$883.4K+$65.4K2026-11-06
Stiles Financial Services Inc
DECREASED2,4712,549-78-3%$841.3K$880.8K+$39.4K2026-10-30
Orrstown Financial Services Inc
UNCHANGED2,4592,45900%$811.8K$876.7K+$64.9K2026-10-14
Trust Asset Management LLC
UNCHANGED2,4402,44000%$805.5K$869.9K+$64.4K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED2,4192,280+139+6%$752.5K$862.2K+$109.7K2026-11-04
Modera Wealth Management, LLC
INCREASED2,4192,316+103+4%$764.7K$862.3K+$97.7K2026-10-28
Abacus Wealth Partners, LLC
INCREASED2,4012,215+186+8%$731.2K$856.0K+$124.8K2026-11-03
Northcape Wealth Management, LLC
UNCHANGED2,4002,40000%$792.3K$855.6K+$63.3K2026-11-04
Harbour Capital Advisors, LLC
UNCHANGED2,3902,39000%$810.0K$852.1K+$42.0K2026-10-13
1620 Investment Advisors, Inc.
INCREASED2,3872,374+13+1%$783.9K$851.1K+$67.1K2026-11-04
Jeppson Wealth Management, LLC
UNCHANGED2,3702,37000%$782.4K$844.9K+$62.5K2026-10-20
Cidel Asset Management Inc
UNCHANGED2,3582,35800%$778.4K$840.7K+$62.2K2026-10-29
Eagle Harbor Asset Management Inc
INCREASED2,3532,352+1+0%$776.5K$838.8K+$62.3K2026-10-21
Heritage Wealth Management, Inc.
UNCHANGED2,3302,33000%$769.2K$830.7K+$61.5K2026-10-28
Park National Corp
DECREASED2,3212,638-317-12%$870.9K$827.5K-$43.4K2026-10-05
Lmcg Investments, LLC
UNCHANGED2,3152,31500%$764.2K$825.3K+$61.1K2026-10-21
Foundation Resource Management Inc
UNCHANGED2,3152,31500%$764.2K$825.3K+$61.1K2026-10-19
Williams Jones Wealth Management, Llc.
INCREASED2,3142,231+83+4%$736.4K$824.8K+$88.5K2026-11-05
Jefferies Financial Group Inc.
NEW2,300—+2,300——$820.0K—2026-11-05
High Note Wealth, LLC
DECREASED2,2952,873-578-20%$948.4K$825.6K-$122.8K2026-10-27
Essex Bank
DECREASED2,2802,406-126-5%$794.2K$812.8K+$18.6K2026-10-16
Robinswood Financial LLC
UNCHANGED2,2712,27100%$749.7K$875.4K+$125.7K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED2,2591,941+318+16%$640.8K$805.5K+$164.7K2026-10-08
Iams Wealth Management, LLC
DECREASED2,2522,362-110-5%$780.1K$803.3K+$23.2K2026-10-15
SAX Wealth Advisors, LLC
INCREASED2,2522,157+95+4%$629.1K$802.7K+$173.6K2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED2,2172,220-30%$732.9K$790.4K+$57.5K2026-10-13
Mendel Money Management
DECREASED2,2152,240-25-1%$739.5K$789.7K+$50.2K2026-11-02
Fortis Group Advisors, LLC
INCREASED2,2102,203+7+0%$727.3K$875.8K+$148.5K2026-11-06
Norden Group LLC
DECREASED2,2092,276-67-3%$751.5K$787.9K+$36.4K2026-10-20
Old National Bancorp
DECREASED2,2002,628-428-16%$867.6K$784.3K-$83.2K2026-10-20
International Assets Investment Management, LLC
DECREASED2,1962,261-65-3%$756.4K$794.3K+$37.8K2026-11-02
City State Bank
DECREASED2,1762,186-100%$721.6K$775.8K+$54.1K2026-10-20
Leo Wealth, LLC
NEW2,163—+2,163——$771.1K—2026-10-26
Kenora Financial, LLC
INCREASED2,1622,100+62+3%$693.3K$770.8K+$77.5K2026-10-20
Alhambra Investment Management LLC
DECREASED2,1502,250-100-4%$742.8K$766.5K+$23.7K2026-10-15
United Capital Management of KS, Inc.
INCREASED2,1502,146+4+0%$708.5K$766.4K+$58.0K2026-11-04
Trueblood Wealth Management, LLC
INCREASED2,1211,518+603+40%$501.1K$756.1K+$255.0K2026-10-23
Ledyard National Bank
INCREASED2,1182,101+17+1%$693.6K$755.1K+$61.5K2026-10-21
Rothwell Investment Advisors, LLC
NEW2,110—+2,110——$752.2K—2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
NEW2,102—+2,102——$749.4K—2026-10-13
Riversedge Advisors, LLC
INCREASED2,0941,974+120+6%$651.6K$746.4K+$94.9K2026-10-09
Parcion Private Wealth LLC
INCREASED2,0722,014+58+3%$664.9K$738.7K+$73.8K2026-10-28
Diligent Investors, LLC
UNCHANGED2,0562,05600%$678.7K$733.0K+$54.3K2026-10-21
PDS Planning, Inc
INCREASED2,0522,037+15+1%$672.5K$731.6K+$59.1K2026-11-03
Journey Advisory Group, LLC
UNCHANGED2,0352,03500%$671.8K$725.5K+$53.7K2026-11-04
Defined Wealth Management, LLC
INCREASED2,0222,019+3+0%$666.5K$720.9K+$54.4K2026-10-19
Verdence Capital Advisors LLC
DECREASED2,01719,976-17,959-90%$6.6M$718.9K-$5.9M2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED2,0142,729-715-26%$900.9K$718.0K-$182.9K2026-10-22
Parr Mcknight Wealth Management Group, LLC
UNCHANGED2,0132,01300%$664.5K$717.7K+$53.1K2026-10-30
Baron Wealth Management LLC
INCREASED2,0101,918+92+5%$633.2K$716.4K+$83.2K2026-10-27
SYM Financial Corp
INCREASED1,9801,909+71+4%$630.2K$705.7K+$75.5K2026-10-26
Patrick M Sweeney & Associates, Inc
DECREASED1,9751,997-22-1%$659.2K$704.1K+$45.0K2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED1,9731,454+519+36%$480.0K$703.4K+$223.4K2026-10-15
71 West Capital Partners
INCREASED1,9641,870+94+5%$617.3K$700.2K+$82.9K2026-11-04
Schmidt P J Investment Management Inc
UNCHANGED1,9601,96000%$647.0K$698.8K+$51.7K2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED1,9562,431-475-20%$802.6K$697.5K-$105.1K2026-10-21
Cigna Investments Inc
DECREASED1,9511,996-45-2%$659.0K$696-$658.3K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED1,9331,494+439+29%$493.3K$689.0K+$195.7K2026-10-21
Cornell Pochily Investment Advisors, Inc.
DECREASED1,9212,070-149-7%$683.2K$684.8K+$1.5K2026-10-19
Cahaba Wealth Management, Inc.
DECREASED1,9111,935-24-1%$638.6K$681.4K+$42.7K2026-10-26
Flynn Zito Capital Management, LLC
INCREASED1,9061,658+248+15%$547.4K$679.7K+$132.3K2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED1,899491+1,408+287%$162.1K$677.0K+$514.9K2026-10-07
Florida Trust Wealth Management Co
DECREASED1,8932,060-167-8%$680.0K$674.9K-$5.2K2026-11-05
Finward Bancorp
DECREASED1,8652,000-135-7%$660.2K$664.9K+$4.7K2026-10-14
Stockman Wealth Management, Inc.
DECREASED1,8621,865-30%$615.7K$663.8K+$48.1K2026-10-27
Ascentis Independent Advisors
NEW1,858—+1,858——$662.4K—2026-11-03
Balboa Wealth Partners
INCREASED1,8521,822+30+2%$601.5K$660.3K+$58.8K2026-10-20
Moody Lynn Lieberson & Walker, LLC
DECREASED1,8502,034-184-9%$671.5K$659.5K-$11.9K2026-10-14
Apella Capital, LLC
INCREASED1,8371,407+430+31%$483.5K$662.6K+$179.1K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED1,8121,415+397+28%$467.0K$646.0K+$179.0K2026-10-26
Total Wealth Planning & Management, Inc.
DECREASED1,8121,926-114-6%$635.8K$646.0K+$10.2K2026-10-23
Personal CFO Solutions, LLC
DECREASED1,8071,839-32-2%$606.9K$644.1K+$37.2K2026-11-06
Sageworth Trust Co of South Dakota
UNCHANGED1,8021,80200%$594.9K$642.4K+$47.6K2026-10-30
Northeast Investment Management
DECREASED1,8011,815-14-1%$599.2K$642.1K+$42.9K2026-10-30
Valley Brook Capital Group, Inc.
UNCHANGED1,7991,79900%$593.9K$641.4K+$47.5K2026-10-26
Appleton Partners Inc
DECREASED1,7751,789-14-1%$591.0K$633-$590.4K2026-10-30
AlphaCentric Advisors LLC
INCREASED1,767491+1,276+260%$162.1K$630.0K+$467.9K2026-11-03
PUREfi Wealth, LLC
DECREASED1,7502,036-286-14%$672.1K$623.9K-$48.2K2026-10-19
Providence First Trust Co
DECREASED1,7411,830-89-5%$604.2K$620.7K+$16.5K2026-11-02
Brown Wealth Management, LLC
INCREASED1,7341,707+27+2%$563.6K$618.3K+$54.7K2026-10-20
State of Wyoming
DECREASED1,7302,180-450-21%$719.7K$616.8K-$102.9K2026-10-28
Pavion Blue Capital, LLC
UNCHANGED1,7241,72400%$569.1K$614.6K+$45.5K2026-11-05
Burns Matteson Capital Management, LLC
NEW1,714—+1,714——$611.1K—2026-10-16
AdvisorNet Financial, Inc
DECREASED1,7061,750-44-3%$577.7K$644.5K+$66.9K2026-10-15
Neville Rodie & Shaw Inc
UNCHANGED1,7001,70000%$562$606+$442026-10-05
Avestar Capital, LLC
INCREASED1,6961,573+123+8%$519.3K$604.6K+$85.4K2026-10-28
Canandaigua National Trust Co of Florida
NEW1,660—+1,660——$591.8K—2026-10-07
Nixon Peabody Trust Co
UNCHANGED1,6591,65900%$547.7K$591.5K+$43.8K2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED1,6571,65700%$547.0K$590.7K+$43.7K2026-11-02
Catalyst Financial Partners LLC
INCREASED1,6461,639+7+0%$541.1K$586.8K+$45.7K2026-11-06
Mountain Pacific Investment Advisers LLC
UNCHANGED1,6351,63500%$539.7K$582.9K+$43.1K2026-10-29
BAR Harbor Wealth Management
UNCHANGED1,6271,62700%$537.1K$580.0K+$42.9K2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED1,6081,531+77+5%$505.4K$573.3K+$67.9K2026-11-04
Root Financial Partners, LLC
INCREASED1,6021,518+84+6%$501.2K$571.2K+$70.0K2026-10-21
Princeton Global Asset Management LLC
INCREASED1,5871,583+4+0%$522.5K$565.9K+$43.4K2026-10-21
Univest Financial Corp
INCREASED1,5791,472+107+7%$485.8K$562.8K+$77.0K2026-11-05
Segment Wealth Management, LLC
UNCHANGED1,5741,57400%$519.6K$561.1K+$41.5K2026-10-26
Busey Bank
INCREASED1,5731,558+15+1%$514.3K$560.8K+$46.5K2026-10-26
Integrity Alliance, Llc.
INCREASED1,5601,491+69+5%$492.2K$556.2K+$63.9K2026-10-29
Capstone Wealth Management, LLC
UNCHANGED1,5601,56000%$515.0K$556.2K+$41.2K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED1,5511,550+1+0%$511.7K$553.0K+$41.3K2026-10-21
Sylvest Advisors, LLC
DECREASED1,5481,735-187-11%$572.8K$551.9K-$20.8K2026-10-26
G2 Capital Management, LLC / OH
UNCHANGED1,5341,53400%$506.4K$546.9K+$40.5K2026-10-23
Community Bank, N.A.
UNCHANGED1,5321,53200%$505.7K$546.2K+$40.4K2026-11-06
Tradewinds Capital Management, LLC
UNCHANGED1,5321,53200%$505.7K$546.2K+$40.4K2026-10-23
Patten & Patten Inc
UNCHANGED1,5231,52300%$502.9K$543.1K+$40.2K2026-10-26
Simplicity Wealth,LLC
INCREASED1,5221,235+287+23%$407.9K$542.5K+$134.6K2026-10-23
Cypress Point Wealth Management, LLC
INCREASED1,5211,398+123+9%$461.5K$542.3K+$80.7K2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED1,5211,476+45+3%$487.3K$542.2K+$54.9K2026-10-16
Old Port Advisors
INCREASED1,5191,474+45+3%$486.6K$541.5K+$54.9K2026-10-23
Inscription Capital, LLC
DECREASED1,5152,375-860-36%$784.0K$540.0K-$244.0K2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED1,5141,530-16-1%$505.4K$540.1K+$34.7K2026-11-05
Welch Group, LLC
UNCHANGED1,5111,51100%$498.9K$538.7K+$39.9K2026-10-29
D'Orazio & Associates, Inc.
INCREASED1,5081,443+65+5%$476.3K$537.6K+$61.2K2026-11-04
Randolph Co Inc
UNCHANGED1,5031,50300%$496.2K$535.8K+$39.7K2026-10-23
Home Federal Bank of Tennessee
UNCHANGED1,5001,50000%$495.2K$534.8K+$39.6K2026-10-15
Veracity Capital LLC
DECREASED1,4961,500-40%$495.1K$533.3K+$38.3K2026-10-08
Evermay Wealth Management LLC
DECREASED1,4861,496-10-1%$493.9K$529.8K+$35.9K2026-11-05
MBL Wealth, LLC
INCREASED1,4811,473+8+1%$486.3K$528.0K+$41.7K2026-10-22
QTR Family Wealth, LLC
DECREASED1,4801,559-79-5%$514.5K$527.5K+$13.0K2026-11-02
Avantax Planning Partners, Inc.
DECREASED1,4781,735-257-15%$572.8K$527.0K-$45.9K2026-11-03
Washington Trust Co
DECREASED1,4781,518-40-3%$501.0K$526.8K+$25.8K2026-10-22
Alta Advisers Ltd
INCREASED1,476825+651+79%$272.3K$526.2K+$253.9K2026-11-02
Kestra Investment Management, LLC
DECREASED1,4691,509-40-3%$498.2K$523.6K+$25.4K2026-11-04
United Community Bank
DECREASED1,4571,634-177-11%$539.4K$519.4K-$20.0K2026-10-28
First Nebraska Trust Co
UNCHANGED1,4551,45500%$480.3K$518.7K+$38.4K2026-10-30
Stegent Equity Advisors, Inc.
UNCHANGED1,4511,45100%$479.0K$517.3K+$38.3K2026-10-13
Belleair Asset Management, LLC
UNCHANGED1,4471,44700%$477.7K$515.9K+$38.2K2026-11-03
Zions Bancorporation, National Association
DECREASED1,4441,700-256-15%$561.2K$514.8K-$46.4K2026-11-06
Fiduciary Financial Group, LLC
DECREASED1,4431,475-32-2%$486.9K$514.4K+$27.5K2026-10-13
Focused Wealth Management, Inc
INCREASED1,4431,424+19+1%$470.2K$514.4K+$44.2K2026-10-30
Blake Schutter Theil Wealth Advisors, LLC
DECREASED1,4401,531-91-6%$505.4K$513.4K+$8.0K2026-11-02
Trust Point Inc.
NEW1,422—+1,422——$507.0K—2026-10-27
Woodmont Investment Counsel LLC
INCREASED1,4201,398+22+2%$461.5K$506.2K+$44.7K2026-10-29
Wealth Architects, LLC
INCREASED1,4111,288+123+10%$425.2K$503.0K+$77.8K2026-11-03
MCF Advisors LLC
INCREASED1,4061,405+1+0%$463.9K$501.1K+$37.3K2026-10-28
AGH Wealth Advisors, LLC
DECREASED1,4011,534-133-9%$506.4K$499.5K-$6.9K2026-10-26
Mitchell Sinkler & Starr
UNCHANGED1,4001,40000%$462.2K$499.1K+$36.9K2026-10-13
Howard Capital Management, LLC
DECREASED1,3991,410-11-1%$465.5K$498.8K+$33.3K2026-10-16
Lecap Asset Management LTD
NEW1,395—+1,395——$497.3K—2026-10-27
Atticus Wealth Management, LLC
INCREASED1,3941,391+3+0%$459.2K$497.0K+$37.8K2026-10-20
Aspen Investment Management Inc
UNCHANGED1,3881,38800%$458$495+$372026-11-05
3Chopt Investment Partners, LLC
INCREASED1,3821,177+205+17%$388.6K$492.7K+$104.1K2026-10-30
Alpine Bank Wealth Management
UNCHANGED1,3801,38000%$455.6K$492.0K+$36.4K2026-10-16
Great Waters Wealth Management
INCREASED1,3771,375+2+0%$453.8K$490.9K+$37.2K2026-10-07
Howland Capital Management LLC
DECREASED1,3701,596-226-14%$526.9K$488.4K-$38.5K2026-10-22
WealthPlan Investment Management, LLC
INCREASED1,3661,339+27+2%$442.0K$487.0K+$45.0K2026-10-15
Hickory Point Bank & Trust
DECREASED1,3641,374-10-1%$453.6K$486.3K+$32.7K2026-10-01
1900 Wealth Management LLC
INCREASED1,3581,293+65+5%$426.8K$484.1K+$57.3K2026-10-13
NBT Bank, N.A.
DECREASED1,3531,358-50%$448.3K$482.4K+$34.1K2026-10-21
RFG Advisory, LLC
INCREASED1,3521,131+221+20%$373.5K$482.1K+$108.6K2026-11-03
Milestones Private Investment Advisors LLC
UNCHANGED1,3501,35000%$445.7K$481.3K+$35.6K2026-10-19
Beaumont Financial Advisors, LLC
INCREASED1,3471,316+31+2%$434.5K$480.3K+$45.8K2026-10-22
Csenge Advisory Group
INCREASED1,3451,161+184+16%$383.2K$479.6K+$96.4K2026-11-04
Forum Financial Management, LP
UNCHANGED1,3341,33400%$440.4K$475.6K+$35.2K2026-10-16
Somerset Trust Co
INCREASED1,3291,314+15+1%$433.8K$473.8K+$40.0K2026-10-13
ForthRight Wealth Management, LLC
DECREASED1,3211,362-41-3%$449.6K$471.0K+$21.3K2026-11-06
Supplemental Annuity Collective Trust of NJ
DECREASED1,3201,364-44-3%$450.3K$470.6K+$20.3K2026-11-02
Charles Schwab Trust Co
INCREASED1,3131,170+143+12%$386.2K$468.1K+$81.9K2026-10-15
VAN Strum & Towne Inc.
UNCHANGED1,3041,30400%$430.5K$464.9K+$34.4K2026-11-06
Oakworth Capital, Inc.
INCREASED1,3031,292+11+1%$429.7K$464.5K+$34.9K2026-10-26
First Affirmative Financial Network
NEW1,299—+1,299——$463.1K—2026-10-21
Encompass Wealth Advisors, LLC
NEW1,298—+1,298——$462.8K—2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED1,2971,29700%$502.3K$462.4K-$39.9K2026-10-20
Live Oak Private Wealth LLC
INCREASED1,2961,286+10+1%$424.5K$462.0K+$37.5K2026-11-02
Childress Capital Advisors, LLC
INCREASED1,2961,295+1+0%$427.4K$461.9K+$34.5K2026-10-28
Facet Wealth, Inc.
INCREASED1,2891,094+195+18%$361.2K$459.6K+$98.4K2026-11-04
M Holdings Securities, Inc.
NEW1,281—+1,281——$495—2026-11-03
Clean Yield Group
INCREASED1,280650+630+97%$214.6K$456.3K+$241.8K2026-10-28
Ellsworth Advisors, LLC
INCREASED1,2711,066+205+19%$350.8K$453.3K+$102.5K2026-10-15
HCR Wealth Advisors
INCREASED1,2681,043+225+22%$344.3K$452.1K+$107.7K2026-10-15
S-Bank Fund Management Ltd
INCREASED1,2571,196+61+5%$394.8K$448.1K+$53.3K2026-11-06
Advisor OS, LLC
DECREASED1,2541,910-656-34%$630.7K$447.0K-$183.7K2026-11-03
Liberty Capital Management, Inc.
UNCHANGED1,2541,25400%$414.0K$447.1K+$33.1K2026-11-02
Abacus Planning Group, Inc.
UNCHANGED1,2471,24700%$411.7K$444.6K+$32.9K2026-11-02
Avior Wealth Management, LLC
DECREASED1,2441,248-40%$412.1K$443.6K+$31.6K2026-10-13
Sage Rhino Capital LLC
DECREASED1,2371,239-20%$409.0K$441.0K+$32.0K2026-10-28
Santori & Peters, Inc.
UNCHANGED1,2361,23600%$408.1K$440.8K+$32.6K2026-10-26
Accurate Wealth Management, LLC
INCREASED1,2341,136+98+9%$385.0K$460.6K+$75.7K2026-10-20
Versant Capital Management, Inc
INCREASED1,2331,151+82+7%$380.0K$439.6K+$59.6K2026-10-02
BLB&B Advisors, LLC
DECREASED1,2281,233-50%$407.0K$437.8K+$30.8K2026-10-27
Greenup Street Wealth Management LLC
INCREASED1,2241,218+6+0%$402.0K$436.3K+$34.4K2026-10-28
XXI Wealth, LLC
INCREASED1,2231,082+141+13%$357.2K$436.0K+$78.8K2026-10-22
Investment Research Partners LLC
UNCHANGED1,2191,21900%$402.4K$434.6K+$32.2K2026-10-19
StoneX Group Inc.
INCREASED1,2111,089+122+11%$357.5K$434.8K+$77.4K2026-11-03
Willner & Heller, LLC
INCREASED1,2101,206+4+0%$398.1K$431.4K+$33.3K2026-10-28
Wealth Effects LLC
INCREASED1,2101,209+1+0%$399.3K$431.4K+$32.1K2026-10-23
MMA Asset Management LLC
NEW1,207—+1,207——$430.3K—2026-11-02
Means Investment Co., Inc.
INCREASED1,2041,202+2+0%$396.8K$429.4K+$32.6K2026-11-03
Bison Wealth, LLC
INCREASED1,2031,131+72+6%$383.6K$447.0K+$63.4K2026-10-13
Enhancing Capital LLC
UNCHANGED1,2001,20000%$396.1K$427.8K+$31.7K2026-10-26
Syverson Strege & Co
UNCHANGED1,2001,20000%$396.1K$427.8K+$31.7K2026-11-02
Builder Investment Group Inc
UNCHANGED1,2001,20000%$396.1K$427.8K+$31.7K2026-10-22
Aaron Wealth Advisors LLC
DECREASED1,1961,273-77-6%$420.2K$426.4K+$6.1K2026-10-13
JFS Wealth Advisors, LLC
INCREASED1,1941,192+2+0%$393.5K$425.7K+$32.2K2026-11-03
Mainsail Asset Management, LLC
INCREASED1,1881,187+1+0%$438.0K$428.6K-$9.4K2026-10-14
Plancorp, LLC
INCREASED1,1801,169+11+1%$399.2K$467.5K+$68.3K2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED1,1731,300-127-10%$429.0K$418.1K-$10.9K2026-10-16
Earned Wealth Advisors, LLC
INCREASED1,172991+181+18%$327.2K$417.7K+$90.5K2026-11-06
SmartHarvest Portfolios, LLC
DECREASED1,1681,345-177-13%$444.1K$416.4K-$27.7K2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED1,1541,15400%$381.0K$411.4K+$30.5K2026-11-03
Novem Group
INCREASED1,1501,144+6+1%$377.7K$410.0K+$32.3K2026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED1,1491,407-258-18%$464.6K$409.6K-$55.1K2026-10-23
Kelly Financial Group LLC
UNCHANGED1,1481,14800%$377.4K$411.0K+$33.7K2026-10-16
Advisors Management Group Inc
DECREASED1,1471,178-31-3%$388.0K$408-$387.6K2026-11-05
Bayban
UNCHANGED1,1461,14600%$378.3K$378.3K$02026-11-05
Windsor Capital Management, LLC
DECREASED1,1421,228-86-7%$405.6K$407.3K+$1.7K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED1,133978+155+16%$322.9K$404.0K+$81.1K2026-10-29
Vicus Capital
INCREASED1,130742+388+52%$244.9K$402.9K+$158.0K2026-11-05
Slocum, Gordon & Co LLP
DECREASED1,1301,175-45-4%$387.9K$402.9K+$15.0K2026-10-19
Keystone Financial Group, Inc.
DECREASED1,1281,139-11-1%$376.0K$402.0K+$26.0K2026-10-13
Marietta Wealth Management, LLC
INCREASED1,1251,105+20+2%$364.8K$425.0K+$60.3K2026-10-22
Advisortrust Partners, LLC
DECREASED1,1211,406-285-20%$464.1K$399.6K-$64.5K2026-11-02
Capital Management Associates, Inc
UNCHANGED1,1141,11400%$367.8K$397.2K+$29.4K2026-10-20
SVB Wealth LLC
INCREASED1,1121,056+56+5%$348.6K$396.4K+$47.8K2026-11-06
Marino, Stram & Associates LLC
INCREASED1,1101,109+1+0%$366.2K$395.7K+$29.5K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED1,1091,085+24+2%$358.4K$395.5K+$37.0K2026-10-29
Westco Advisory Services Inc
UNCHANGED1,1001,10000%$363.1K$392.2K+$29.0K2026-10-14
Sippican Capital Advisors
UNCHANGED1,1001,10000%$363.1K$392.2K+$29.0K2026-10-23
Abel Hall, LLC
INCREASED1,0991,098+1+0%$362.5K$391.8K+$29.3K2026-10-19
Bear Mountain Capital, Inc.
NEW1,096—+1,096——$426.9K—2026-11-04
First Command Advisory Services, Inc.
INCREASED1,090467+623+133%$154.2K$388.6K+$234.4K2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED1,0901,084+6+1%$357.9K$388.7K+$30.8K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
NEW1,087—+1,087——$388—2026-11-02
Larry Mathis Financial Planning, LLC
DECREASED1,0861,138-52-5%$375.7K$387.2K+$11.5K2026-10-26
Avail Investment Partners, LLC
UNCHANGED1,0841,08400%$357.9K$386.5K+$28.6K2026-10-16
United Advisor Group, LLC
INCREASED1,0831,006+77+8%$332.0K$386.2K+$54.1K2026-11-03
Diversified Enterprises, LLC
INCREASED1,081869+212+24%$286.8K$385.4K+$98.7K2026-10-19
Caldwell Trust Co
UNCHANGED1,0791,07900%$356.2K$384.7K+$28.5K2026-10-30
Bull Oak Capital, LLC
UNCHANGED1,0781,07800%$355.9K$384.3K+$28.4K2026-10-23
Fragasso Financial Advisors Inc
DECREASED1,0741,077-30%$355.4K$395.9K+$40.5K2026-10-13
CRA Financial Services, LLC
INCREASED1,0731,066+7+1%$351.9K$382.5K+$30.6K2026-10-16
McAdam, LLC
INCREASED1,069967+102+11%$319.2K$381.1K+$61.9K2026-10-21
Key FInancial Inc
INCREASED1,0691,065+4+0%$351.6K$381.1K+$29.5K2026-11-02
Heritage Family Offices, LLP
INCREASED1,068933+135+14%$308.0K$380.8K+$72.8K2026-11-02
Quantum Financial Advisors, LLC
INCREASED1,0671,042+25+2%$344.0K$380.4K+$36.4K2026-11-03
Resonant Capital Advisors, LLC
INCREASED1,0661,021+45+4%$337.1K$380.0K+$43.0K2026-10-15
Farmers & Merchants Trust Co of Long Beach
DECREASED1,0601,067-7-1%$352.2K$377.9K+$25.7K2026-10-22
Purkiss Capital Advisors LLC
UNCHANGED1,0601,06000%$349.9K$378.0K+$28.1K2026-11-06
MFA Wealth Services
DECREASED1,0491,117-68-6%$368.6K$374.0K+$5.4K2026-10-14
Terril Brothers, Inc.
NEW1,040—+1,040——$370.8K—2026-11-06
Sageworth Trust Co
DECREASED1,0401,056-16-2%$348.6K$370.8K+$22.2K2026-10-30
BankPlus Trust Department
UNCHANGED1,0341,03400%$341.3K$368.6K+$27.3K2026-11-06
Citizens National Bank Trust Department
UNCHANGED1,0341,03400%$341.3K$368.6K+$27.3K2026-11-04
Phillips Financial Management, LLC
INCREASED1,0301,015+15+1%$335.1K$367.2K+$32.1K2026-10-19
Manchester Capital Management LLC
DECREASED1,0291,039-10-1%$343.0K$366.8K+$23.9K2026-10-22
Community Financial Services Group, LLC
UNCHANGED1,0271,02700%$343.7K$371.4K+$27.7K2026-10-15
Allegheny Financial Group
INCREASED1,024982+42+4%$324.5K$365.3K+$40.9K2026-11-05
Valmark Advisers, Inc.
DECREASED1,0241,026-20%$338.7K$365.1K+$26.4K2026-11-06
TMB Capital Partners, LLC
UNCHANGED1,0221,02200%$337.4K$364.4K+$27.0K2026-10-20
Tobam
NEW1,021—+1,021——$364—2026-11-03
Canvas Wealth Advisors, LLC
INCREASED1,016935+81+9%$308.7K$404.6K+$96.0K2026-11-02
Vision Capital Management, Inc.
UNCHANGED1,0131,01300%$334.4K$361.2K+$26.7K2026-10-20
Five Oceans Advisors
DECREASED1,0101,082-72-7%$357.2K$360.1K+$2.9K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED1,00655+951+1729%$18.2K$358.6K+$340.5K2026-10-30
Magnus Financial Group LLC
INCREASED1,005992+13+1%$327.4K$358.3K+$30.9K2026-10-21
Global Strategic Investment Solutions, LLC
INCREASED1,0051,000+5+1%$330.1K$358.3K+$28.2K2026-10-16
Tortoise Investment Management, LLC
INCREASED1,004970+34+4%$320.2K$358.0K+$37.8K2026-11-06
Oslo Pensjonsforsikring AS
UNCHANGED1,0041,00400%$331.4K$357.9K+$26.5K2026-10-15
Eagle Rock Investment Company, LLC
DECREASED1,00014,612-13,612-93%$4.8M$356.5K-$4.5M2026-10-21
Mill Capital Management, LLC
UNCHANGED1,0001,00000%$330.1K$356.5K+$26.4K2026-10-26
CrossGen Wealth, LLC
UNCHANGED1,0001,00000%$330.1K$356.5K+$26.4K2026-10-30
Peachtree Investment Partners, LLC
INCREASED995968+27+3%$319.6K$354.8K+$35.2K2026-11-05
Financial Council, LLC
UNCHANGED99499400%$328.1K$354.4K+$26.2K2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED9931,025-32-3%$338.3K$358.1K+$19.8K2026-10-09
Archer Investment Corp
INCREASED99141+950+2317%$13.5K$353.3K+$339.8K2026-11-05
Legacy Edge Advisors, LLC
UNCHANGED98998900%$326.5K$352.6K+$26.1K2026-11-06
Ashton Thomas Securities, LLC
DECREASED9881,964-976-50%$647.0K$352.2K-$294.8K2026-10-26
Global Financial Private Client, LLC
INCREASED988973+15+2%$321.2K$352.2K+$31.0K2026-10-15
Salvus Wealth Management, LLC
DECREASED9851,730-745-43%$571.1K$351.2K-$219.9K2026-10-13
Wedgewood Investors Inc
UNCHANGED98098000%$323.5K$349.4K+$25.9K2026-10-28
Opus Capital Group, LLC
DECREASED9751,283-308-24%$424.0K$348-$423.7K2026-10-30
Ti-Trust, Inc
UNCHANGED97097000%$320.2K$345.8K+$25.6K2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED9681,007-39-4%$332.4K$345.1K+$12.7K2026-10-16
Lebenthal Global Advisors, LLC
UNCHANGED96896800%$319.6K$345.1K+$25.5K2026-10-28
Baxter Bros Inc
DECREASED965971-6-1%$320.6K$344.0K+$23.4K2026-11-04
Curran Financial Partners, LLC
INCREASED952752+200+27%$248.1K$339.2K+$91.1K2026-11-04
Virtue Capital Management, LLC
NEW951—+951——$339.0K—2026-10-29
Independent Financial Group, LLC
INCREASED949762+187+25%$251.7K$338.1K+$86.4K2026-10-13
Edmp, Inc.
UNCHANGED94594500%$312.0K$336.9K+$24.9K2026-10-22
Allegiance Financial Group Advisory Services LLC
DECREASED9421,238-296-24%$408.7K$335.8K-$72.9K2026-11-02
Aspiriant, LLC
DECREASED937956-19-2%$315.6K$334.1K+$18.5K2026-10-16
Quantum Financial Partners LLC
INCREASED935932+3+0%$307.7K$333.4K+$25.7K2026-10-19
McLean Asset Management Corp
DECREASED934950-16-2%$355.6K$376.3K+$20.7K2026-11-06
Form Wealth Advisors, LLC
UNCHANGED93093000%$307.0K$331.6K+$24.5K2026-10-13
Winthrop Advisory Group LLC
DECREASED929937-8-1%$309.3K$331.1K+$21.9K2026-10-22
BNC Wealth Management, LLC
INCREASED928926+2+0%$305.8K$330.7K+$24.9K2026-10-19
Angeles Wealth Management, LLC
DECREASED922996-74-7%$328.8K$328.7K-$982026-10-26
Capital Investment Advisory Services, LLC
DECREASED922933-11-1%$307.9K$331.5K+$23.6K2026-10-30
Breakwater Capital Group
DECREASED9211,077-156-14%$355.5K$328.3K-$27.2K2026-10-09
Blume Capital Management, Inc.
DECREASED921950-29-3%$313.6K$328.3K+$14.7K2026-10-26
Madrona Financial Services, LLC
UNCHANGED92192100%$304.0K$328.3K+$24.3K2026-10-23
Guardian Partners Inc.
UNCHANGED91691600%$302.4K$326.6K+$24.2K2026-10-21
Everhart Financial Group, Inc.
UNCHANGED91191100%$300.7K$324.8K+$24.0K2026-10-08
Thompson Siegel & Walmsley LLC
UNCHANGED91091000%$300.0K$324-$299.7K2026-11-05
Cornerstone Advisory, LLC
DECREASED9091,059-150-14%$349.5K$323.9K-$25.5K2026-11-06
United Asset Strategies, Inc.
INCREASED909908+1+0%$299.7K$324.0K+$24.3K2026-10-28
Central Pacific Bank - Trust Division
DECREASED8991,985-1,086-55%$655.3K$320.5K-$334.8K2026-10-06
Sawgrass Asset Management LLC
DECREASED895992-97-10%$327.5K$319.1K-$8.4K2026-11-03
Berman McAleer LLC
UNCHANGED89489400%$295.1K$318.7K+$23.6K2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED892864+28+3%$285.2K$318.0K+$32.8K2026-11-04
Klingman & Associates, LLC
INCREASED889691+198+29%$228.1K$316.9K+$88.8K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED888885+3+0%$292.3K$316.6K+$24.3K2026-11-02
Obermeyer Wealth Partners
DECREASED887910-23-3%$300.4K$316.2K+$15.8K2026-10-21
Meridian Wealth Management, LLC
DECREASED8851,018-133-13%$335.9K$315.6K-$20.3K2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED883894-11-1%$295.1K$314.8K+$19.7K2026-10-27
Portside Wealth Group, LLC
INCREASED876860+16+2%$283.9K$312.3K+$28.4K2026-10-20
Town Capital LLC
UNCHANGED87687600%$289.2K$312.3K+$23.1K2026-11-03
Legacy Trust
DECREASED8751,000-125-12%$330.1K$346.7K+$16.6K2026-11-06
Legacy Private Trust Co.
DECREASED875880-5-1%$290.5K$311.9K+$21.4K2026-10-06
Ariston Services Group
DECREASED8741,212-338-28%$400.1K$311.6K-$88.5K2026-10-16
Valtinson Bruner Financial Planning LLC
UNCHANGED87087000%$287.1K$310.2K+$23.1K2026-11-02
Swiss RE LTD
INCREASED866527+339+64%$174.0K$308.7K+$134.8K2026-11-06
Intrua Financial, LLC
DECREASED864877-13-1%$289.5K$308.0K+$18.5K2026-10-28
Holland Advisory Services, Inc.
UNCHANGED86086000%$283.9K$306.6K+$22.7K2026-10-26
Rockland Trust Co
UNCHANGED85985900%$283.6K$306.2K+$22.7K2026-10-05
Fiera Capital Corp
UNCHANGED85785700%$282.9K$305.5K+$22.6K2026-11-06
Tritonpoint Wealth, LLC
INCREASED851845+6+1%$279.0K$303.4K+$24.4K2026-10-19
Nestegg Advisors, Inc.
DECREASED851854-30%$281.9K$303.4K+$21.5K2026-10-21
Essential Partners LLC
INCREASED850832+18+2%$274.7K$303.0K+$28.4K2026-10-14
Encompass More Asset Management
NEW845—+845——$301.3K—2026-10-16
Altfest L J & Co Inc
DECREASED843877-34-4%$289.7K$300.4K+$10.8K2026-10-27
Brian LOW Financial Group, LLC
UNCHANGED84084000%$277.3K$299.5K+$22.2K2026-10-28
Central Valley Advisors, LLC
UNCHANGED83983900%$276.9K$299.1K+$22.1K2026-10-27
Sloy Dahl & Holst, LLC
UNCHANGED83983900%$277.0K$299.1K+$22.1K2026-10-14
Fiduciary Alliance LLC
DECREASED835918-83-9%$303.1K$297.8K-$5.4K2026-10-13
Roman Butler Fullerton & Co
NEW834—+834——$321.6K—2026-10-27
Revolve Wealth Partners, LLC
INCREASED834831+3+0%$274.4K$297.4K+$23.0K2026-10-23
Everett Harris & Co
DECREASED825832-7-1%$274.7K$294.1K+$19.5K2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED821810+11+1%$267.4K$292.7K+$25.3K2026-10-20
Penn Davis Mcfarland Inc
DECREASED820933-113-12%$308.0K$292.3K-$15.7K2026-10-23
Greenspring Advisors, LLC
INCREASED818659+159+24%$217.6K$291.6K+$74.0K2026-11-05
Horizons Wealth Management
NEW812—+812——$289.5K—2026-10-05
Walker Asset Management, LLC
UNCHANGED81281200%$268.1K$289.5K+$21.4K2026-10-13
Briggs Wealth Management, Inc
UNCHANGED80780700%$266.4K$287.7K+$21.3K2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED803847-44-5%$279.6K$286.3K+$6.7K2026-10-13
Allen Capital Group, LLC
INCREASED800760+40+5%$250.9K$285.2K+$34.3K2026-10-27
Torrey Growth & Income Advisors
UNCHANGED80080000%$266.8K$288.6K+$21.8K2026-11-04
First Community Trust NA
UNCHANGED80080000%$264.1K$285.2K+$21.1K2026-10-07
Oarsman Capital, Inc.
UNCHANGED80080000%$264.1K$285.2K+$21.1K2026-11-05
Bfsg, LLC
DECREASED798847-49-6%$279.6K$284.5K+$4.9K2026-10-30
New Wave Wealth Advisors LLC
DECREASED7961,265-469-37%$417.6K$297.1K-$120.5K2026-10-19
Masterinvest Kapitalanlage GmbH
DECREASED795906-111-12%$299.1K$283.4K-$15.7K2026-11-03
Bell Bank
INCREASED795794+1+0%$262.1K$283.4K+$21.3K2026-10-21
Howard Financial Services, Ltd.
INCREASED793781+12+2%$257.8K$282.7K+$24.9K2026-10-15
Asset Allocation & Management Company, LLC
UNCHANGED79079000%$261$282+$212026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED79079000%$260.8K$281.6K+$20.8K2026-10-28
Clear Wave Wealth Management LLC
INCREASED789713+76+11%$235.4K$281.3K+$45.9K2026-11-04
New England Research & Management, Inc.
UNCHANGED78778700%$259.8K$280.6K+$20.8K2026-10-16
55 North Private Wealth, LLC
INCREASED785698+87+12%$230.4K$279.9K+$49.4K2026-10-20
Aspire Private Capital, LLC
NEW784—+784——$279.5K—2026-11-05
KFA Private Wealth Group, LLC
INCREASED784778+6+1%$257.0K$279.6K+$22.6K2026-10-07
Castle Rock Wealth Management, LLC
UNCHANGED78378300%$262.0K$282.4K+$20.4K2026-10-09
Clifford Swan Investment Counsel LLC
NEW778—+778——$277.4K—2026-11-05
Exchange Bank
UNCHANGED77377300%$255.2K$275.6K+$20.4K2026-10-07
Salem Investment Counselors Inc
DECREASED769794-25-3%$262.1K$274.2K+$12.0K2026-10-13
Symmetry Partners, LLC
INCREASED767719+48+7%$237.3K$273.4K+$36.1K2026-10-27
MKT Advisors LLC
DECREASED7651,104-339-31%$379.5K$283.3K-$96.2K2026-10-20
Werba Rubin Papier Wealth Management
INCREASED764736+28+4%$242.9K$272.3K+$29.3K2026-11-06
Highland Capital Management, LLC
UNCHANGED76276200%$251.6K$271.7K+$20.1K2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED761760+1+0%$250.8K$271.2K+$20.4K2026-10-20
Wesbanco Bank Inc
DECREASED7601,776-1,016-57%$586.3K$270.9K-$315.3K2026-11-04
Emerald Advisors, LLC
UNCHANGED76076000%$250.8K$270.9K+$20.1K2026-10-13
JGP Wealth Management, LLC
DECREASED755757-20%$249.9K$269.2K+$19.3K2026-10-13
Courage Miller Partners, LLC
UNCHANGED75575500%$249.2K$269.2K+$19.9K2026-10-21
Auxano Advisors, LLC
DECREASED752765-13-2%$252.5K$268.1K+$15.6K2026-11-06
Signature Wealth Management Partners, LLC
UNCHANGED75075000%$247.6K$267.4K+$19.8K2026-10-21
Certuity, LLC
DECREASED747844-97-11%$278.7K$266.4K-$12.3K2026-11-02
LexAurum Advisors, LLC
INCREASED747725+22+3%$239.3K$266.3K+$27.0K2026-10-19
Tuttle Capital Management, LLC
NEW746—+746——$266.0K—2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED74674600%$246.3K$266.0K+$19.7K2026-11-06
Stonebridge Financial Group, LLC
INCREASED745699+46+7%$230.8K$265.6K+$34.8K2026-10-01
Silverlake Wealth Management LLC
UNCHANGED74574500%$245.9K$265.6K+$19.7K2026-10-21
Symphony Financial, Ltd. Co.
DECREASED743774-31-4%$256.0K$265.9K+$9.8K2026-10-22
DB&C Advisors, LLC
INCREASED742741+1+0%$244.7K$264.5K+$19.8K2026-10-26
Douglas Lane & Associates, LLC
DECREASED736761-25-3%$251.1K$262.2K+$11.2K2026-10-09
Thrive Wealth Management, LLC
DECREASED736737-10%$243.5K$262.2K+$18.8K2026-10-13
Tranquility Partners, LLC
UNCHANGED73473400%$242.3K$261.7K+$19.4K2026-10-20
Parisi Gray Wealth Management
DECREASED732744-12-2%$245.7K$261.1K+$15.4K2026-10-16
MTM Investment Management, LLC
UNCHANGED73273200%$241.6K$261.0K+$19.3K2026-10-30
TCI Wealth Advisors, Inc.
INCREASED730699+31+4%$230.8K$260.3K+$29.5K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED73073000%$241.0K$260.3K+$19.3K2026-10-23
Beirne Wealth Consulting Services, LLC
DECREASED728909-181-20%$300.1K$259.5K-$40.5K2026-10-19
Members Wealth LLC
INCREASED726724+2+0%$239.0K$261.8K+$22.8K2026-10-20
First Financial Bank - Trust Division
UNCHANGED72472400%$239.0K$258.1K+$19.1K2026-10-01
Milestone Asset Management Group, LLC
DECREASED722739-17-2%$243.9K$257.5K+$13.6K2026-10-20
OmniStar Financial Group, Inc.
NEW721—+721——$256.9K—2026-10-26
Grove Bank & Trust
INCREASED716702+14+2%$231.7K$255.3K+$23.5K2026-10-08
Harbor Investment Advisory, LLC
INCREASED714668+46+7%$220.5K$254.5K+$34.0K2026-10-13
Enterprise Financial Services Corp
INCREASED714708+6+1%$233.7K$254.5K+$20.8K2026-11-03
Chesley Taft & Associates LLC
INCREASED711709+2+0%$233.9K$253.5K+$19.6K2026-10-13
Trilogy Capital Inc.
DECREASED710855-145-17%$282.3K$253.1K-$29.1K2026-10-20
Lanark Financial, Inc.
DECREASED708828-120-14%$273.4K$252.4K-$20.9K2026-10-26
Peoples Bank
UNCHANGED70770700%$233.4K$252.1K+$18.7K2026-10-26
RKL Wealth Management LLC
INCREASED704664+40+6%$219.2K$251.0K+$31.8K2026-10-16
Global Assets Advisory, LLC
DECREASED704730-26-4%$245.9K$254.2K+$8.3K2026-10-28
Elyxium Wealth, LLC
INCREASED702659+43+7%$217.7K$250.1K+$32.5K2026-10-27
Ipswich Investment Management Co., Inc.
UNCHANGED70170100%$231.4K$249.9K+$18.5K2026-10-13
EagleClaw Capital Managment, LLC
DECREASED700800-100-12%$264.1K$249.6K-$14.5K2026-11-06
Pine Haven Investment Counsel, Inc
UNCHANGED70070000%$231.1K$249.6K+$18.5K2026-11-02
Salzhauer Michael
UNCHANGED70070000%$231.1K$249.6K+$18.5K2026-10-28
Herold Advisors, Inc.
UNCHANGED70070000%$232.0K$249.6K+$17.6K2026-10-19
Kure Advisory, LLC
UNCHANGED69969900%$230.8K$249.2K+$18.4K2026-10-08
First Citizens Bank & Trust Co
DECREASED696867-171-20%$286.2K$248.1K-$38.1K2026-10-14
Pflug Koory, LLC
UNCHANGED69569500%$229.4K$247.8K+$18.3K2026-10-26
Brucke Financial, Inc.
NEW694—+694——$247.4K—2026-10-23
Howard Capital Management Group, LLC
UNCHANGED69269200%$228.4K$246.7K+$18.3K2026-10-16
BankChampaign, National Association
NEW691—+691——$246.3K—2026-10-19
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED6881,248-560-45%$412.0K$245.3K-$166.7K2026-10-21
First Interstate Bank
UNCHANGED68668600%$226.5K$244.6K+$18.1K2026-10-23
Triad Wealth Partners, LLC
DECREASED684733-49-7%$273.9K$243.8K-$30.1K2026-10-26
Fairscale Capital, LLC
INCREASED681679+2+0%$224.2K$269.8K+$45.7K2026-11-04
Sunbeam Capital Management, LLC
DECREASED680719-39-5%$237.2K$242.4K+$5.2K2026-11-05
CMG Global Holdings, LLC
DECREASED680692-12-2%$228.4K$242.4K+$14.0K2026-10-14
Golden State Wealth Management, LLC
INCREASED674518+156+30%$171.0K$240.3K+$69.3K2026-11-02
Bensler, LLC
DECREASED669688-19-3%$227.3K$238.7K+$11.4K2026-11-05
Income Insurance Ltd
UNCHANGED66866800%$220.5K$238.1K+$17.6K2026-10-21
Cooper Financial Group
INCREASED665654+11+2%$216.0K$237.0K+$21.0K2026-10-07
Victory Financial Group, LLC
DECREASED665666-10%$219.9K$237.1K+$17.2K2026-10-27
Independence Financial Advisors, LLC
UNCHANGED66566500%$219.6K$236.9K+$17.4K2026-10-08
Meridian Financial Advisors, LLC
UNCHANGED66266200%$218.6K$236.0K+$17.5K2026-10-14
Twelve Points Wealth Management LLC
UNCHANGED66266200%$218.5K$262.3K+$43.8K2026-11-03
New Hampshire Trust
UNCHANGED66166100%$218.2K$235.7K+$17.4K2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED659636+23+4%$209.9K$235.0K+$25.1K2026-11-05
Sutton Place Investors LLC
DECREASED656670-14-2%$221.2K$233.9K+$12.7K2026-10-20
First Fiduciary Investment Counsel, Inc.
UNCHANGED65565500%$216.0K$234-$215.8K2026-10-27
Ironwood Financial, llc
UNCHANGED65565500%$223.7K$233.5K+$9.8K2026-10-20
Mystic Asset Management, Inc.
UNCHANGED65365300%$215.6K$232.8K+$17.2K2026-10-15
Mattern Wealth Management LLC
UNCHANGED64964900%$214.2K$231.4K+$17.1K2026-11-04
Values Added Financial LLC
DECREASED647651-4-1%$214.9K$230.7K+$15.8K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED646683-37-5%$225.5K$230.3K+$4.8K2026-11-04
Waterfront Wealth Inc.
UNCHANGED64564500%$218.6K$254.5K+$35.9K2026-11-03
Summit Global Investments
DECREASED6352,511-1,876-75%$829.0K$226-$828.8K2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED632696-64-9%$229.8K$225.3K-$4.4K2026-10-16
MV Capital Management, Inc.
INCREASED631613+18+3%$202.4K$225.0K+$22.6K2026-10-29
Cromwell Holdings LLC
UNCHANGED63163100%$208.3K$225.0K+$16.7K2026-10-28
Adirondack Trust Co
UNCHANGED63063000%$208.0K$224.6K+$16.6K2026-10-14
Legacies Wealth LLC
UNCHANGED62862800%$207.3K$223.9K+$16.6K2026-11-02
Sunpointe, LLC
DECREASED620646-26-4%$213.3K$221.0K+$7.8K2026-10-22
Laurel OAK Wealth Management, LLC
INCREASED619608+11+2%$200.7K$220.7K+$20.0K2026-10-19
Impact Capital Partners LLC
INCREASED618607+11+2%$200.4K$220.3K+$19.9K2026-10-22
True Wealth Design, LLC
INCREASED616607+9+1%$200.4K$219.6K+$19.2K2026-10-13
Paragon Capital Management Ltd
DECREASED616618-20%$204.1K$219.8K+$15.7K2026-10-09
TriaGen Wealth Management LLC
UNCHANGED61661600%$203.4K$219.6K+$16.3K2026-10-14
Connecticut Capital Management Group, LLC
NEW613—+613——$218.5K—2026-10-29
Lodestar Private Asset Management LLC
UNCHANGED61361300%$202.4K$218.5K+$16.2K2026-10-26
New England Capital Financial Advisors LLC
INCREASED612110+502+456%$36.3K$218.1K+$181.8K2026-11-03
Deseret Mutual Benefit Administrators
DECREASED612658-46-7%$217.2K$218.2K+$9652026-11-04
Moss Adams Wealth Advisors LLC
DECREASED610732-122-17%$241.7K$217.6K-$24.1K2026-10-28
Power Wealth Management LLC
NEW609—+609——$217.1K—2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED606612-6-1%$201.6K$216.1K+$14.4K2026-10-14
Campbell Newman Asset Management Inc
NEW600—+600——$213.9K—2026-10-22
HBW Advisory Services LLC
NEW600—+600——$214.0K—2026-10-15
Thomas Story & SON LLC
DECREASED600650-50-8%$214.6K$213.9K-$6722026-10-13
Bryn Mawr Trust Advisors, LLC
NEW596—+596——$212.5K—2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED59659600%$199.4K$215.5K+$16.1K2026-11-02
Conrad Siegel Investment Advisors, Inc.
NEW594—+594——$211.8K—2026-10-08
Sowell Financial Services LLC
DECREASED593676-83-12%$223.3K$211.4K-$11.9K2026-10-23
Signal Advisors Wealth, LLC
NEW591—+591——$210.7K—2026-10-13
Portfolio Strategies, Inc.
NEW591—+591——$210.7K—2026-11-06
Eclectic Associates Inc
NEW590—+590——$210.4K—2026-10-09
Detalus Advisors, LLC
NEW589—+589——$210.0K—2026-10-15
Granite Investment Partners, LLC
NEW589—+589——$210.0K—2026-11-04
WBI Investments, LLC
NEW587—+587——$209.3K—2026-11-05
Parthenon LLC
NEW586—+586——$208.9K—2026-10-22
Hiley Hunt Wealth Management
NEW585—+585——$208.6K—2026-10-08
CFS Investment Advisory Services, LLC
NEW585—+585——$211.0K—2026-10-19
Sage Private Wealth Group, LLC
NEW584—+584——$208.2K—2026-10-21
Fire Capital Management LLC
NEW584—+584——$208.2K—2026-10-27
Discipline Wealth Solutions, LLC
NEW580—+580——$206.8K—2026-10-14
King Luther Capital Management Corp
NEW580—+580——$206.8K—2026-11-05
Greenfield Savings Bank
NEW579—+579——$206.4K—2026-10-07
Nova R Wealth, Inc.
NEW577—+577——$205.6K—2026-10-26
Prevail Innovative Wealth Advisors, LLC
NEW575—+575——$207.4K—2026-10-20
Tompkins Financial Corp
UNCHANGED57357300%$189.2K$204.3K+$15.1K2026-10-05
Partners Wealth Management, LLC
NEW570—+570——$203.1K—2026-10-28
bLong Financial, LLC
DECREASED570670-100-15%$221.2K$203.2K-$18.0K2026-10-29
Cooper S Advisors, LLC
NEW569—+569——$202.8K—2026-11-03
Finivi Inc.
NEW568—+568——$202.7K—2026-10-13
Strategic Blueprint, LLC
NEW568—+568——$202.4K—2026-10-22
Reynders McVeigh Capital Management, LLC
NEW566—+566——$201.9K—2026-10-30
Verum Partners LLC
NEW565—+565——$201.6K—2026-10-21
Cullen Investment Group, Ltd.
DECREASED559657-98-15%$216.9K$207.6K-$9.3K2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED55855800%$184.1K$198.8K+$14.7K2026-10-27
Y.D. More Investments Ltd
INCREASED550137+413+301%$45.2K$196.1K+$150.9K2026-11-02
Smith Chas P & Associates PA Cpas
NEW542—+542——$211.0K—2026-10-22
SBI Securities Co., Ltd.
INCREASED539517+22+4%$170.7K$192.2K+$21.5K2026-10-22
Acumen Wealth Advisors, LLC
UNCHANGED53653600%$176.9K$191.1K+$14.1K2026-11-05
Fortitude Family Office, LLC
INCREASED523253+270+107%$83.5K$186.5K+$102.9K2026-10-14
SRH Advisors, LLC
UNCHANGED51551500%$170.0K$183.6K+$13.6K2026-10-22
CGC Financial Services, LLC
UNCHANGED51251200%$169.0K$182.5K+$13.5K2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED50750700%$167.4K$180.8K+$13.4K2026-10-22
Farmers & Merchants Investments Inc
DECREASED5021,103-601-54%$364.1K$179.0K-$185.2K2026-10-22
Hager Investment Management Services, LLC
UNCHANGED50050000%$165.1K$178.3K+$13.2K2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED49949900%$164.9K$178.1K+$13.2K2026-10-30
Birch Financial Group, LLC
NEW485—+485——$172.8K—2026-10-27
Mcdonald Partners LLC
INCREASED480425+55+13%$140.3K$171.1K+$30.8K2026-11-03
Financial Perspectives, Inc
UNCHANGED48048000%$158.5K$171.1K+$12.7K2026-11-03
S.A. Mason LLC
UNCHANGED47447400%$156.5K$169.0K+$12.5K2026-10-13
Bangor Savings Bank
UNCHANGED46646600%$153.8K$166.1K+$12.3K2026-10-06
Financial Freedom, LLC
NEW465—+465——$165.7K—2026-11-06
Financial Consulate, Inc
INCREASED431411+20+5%$135.7K$153.7K+$18.0K2026-10-23
Hilltop National Bank
UNCHANGED41241200%$136.0K$146.9K+$10.9K2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED40740700%$134.3K$145.1K+$10.7K2026-10-22
Valued Wealth Advisors LLC
INCREASED405381+24+6%$125.9K$144.6K+$18.7K2026-11-05
Next Level Wealth Planning, LLC
NEW400—+400——$142.6K—2026-10-29
Duncker Streett & Co Inc
UNCHANGED39939900%$131.8K$142.3K+$10.5K2026-10-27
University of Texas S AM Investment Management Co
DECREASED398460-62-13%$151.9K$141.9K-$10.0K2026-11-03
SJS Investment Consulting Inc.
INCREASED381349+32+9%$115.2K$135.8K+$20.6K2026-10-26
North Star Investment Management Corp.
INCREASED378358+20+6%$118.1K$134.7K+$16.6K2026-10-27
Valley National Advisers Inc
DECREASED374735-361-49%$242.6K$133.3K-$109.3K2026-10-23
Ares Financial Consulting, LLC
INCREASED361354+7+2%$116.8K$128.9K+$12.0K2026-10-19
First United Bank & Trust
UNCHANGED35935900%$118.5K$128.0K+$9.5K2026-10-22
Trifecta Capital Advisors, LLC
UNCHANGED35935900%$118.5K$128.0K+$9.5K2026-10-21
Generali Investments, Management Co LLC
UNCHANGED35635600%$117.5K$126.9K+$9.4K2026-10-19
Zega Investments, LLC
NEW350—+350——$124.8K—2026-11-04
WPG Advisers, LLC
INCREASED348347+1+0%$114.6K$124.1K+$9.5K2026-10-27
William Mack & Associates, Inc.
NEW344—+344——$122.7K—2026-10-27
CKW Financial Group
DECREASED344352-8-2%$118$124+$62026-10-29
Addison Advisors LLC
INCREASED331326+5+2%$107.6K$118.0K+$10.4K2026-11-06
Investors Research Corp
DECREASED330600-270-45%$198.1K$117.6K-$80.4K2026-10-07
Brown, Lisle Ings, Inc.
UNCHANGED32632600%$107.5K$116.1K+$8.6K2026-10-16
Albion Financial Group
UNCHANGED32432400%$107.0K$115.5K+$8.6K2026-10-21
Pacifica Partners Inc.
UNCHANGED32232200%$110.2K$116.4K+$6.2K2026-10-09
Capital Advisors, Ltd. LLC
INCREASED317308+9+3%$102$113+$112026-10-27
Peoples Financial Services Corp.
UNCHANGED30930900%$102.0K$110.2K+$8.2K2026-10-20
Tower Trust & Investment Co
UNCHANGED30830800%$101.7K$109.8K+$8.1K2026-10-28
Main Street Group, LTD
UNCHANGED30430400%$100.4K$108.4K+$8.0K2026-10-28
IMG Wealth Management, Inc.
INCREASED302295+7+2%$97.4K$107.7K+$10.3K2026-10-27
Southern Michigan Bank & Trust
UNCHANGED30030000%$99.0K$107.0K+$7.9K2026-10-19
First Financial Corp
UNCHANGED30030000%$99.0K$107.0K+$7.9K2026-10-13
Wilkerson Advisory Group LLC
INCREASED295265+30+11%$87.5K$105.2K+$17.7K2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED29529500%$97.4K$105.2K+$7.8K2026-11-02
Triumph Capital Management
INCREASED291287+4+1%$94.8K$103.8K+$9.0K2026-10-14
Coastline Trust Co
UNCHANGED28528500%$94.1K$101.6K+$7.5K2026-10-01
Hartford Financial Management Inc.
UNCHANGED27827800%$91.8K$99.1K+$7.3K2026-10-21
Blueline Advisors LLC
UNCHANGED27227200%$89.8K$97.0K+$7.2K2026-10-15
Creative Financial Designs Inc
UNCHANGED26626600%$87.8K$94.9K+$7.1K2026-11-04
Lynch Investment Planning, LLC
NEW259—+259——$92.3K—2026-10-27
City Holding Co
DECREASED256381-125-33%$125.8K$91.3K-$34.5K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED251246+5+2%$81.2K$89.5K+$8.3K2026-10-20
TrustBank
UNCHANGED25025000%$82.5K$89.1K+$6.6K2026-10-20
Hilton Head Capital Partners, LLC
UNCHANGED24024000%$79.2K$85.6K+$6.3K2026-10-23
Bell Investment Advisors, Inc
UNCHANGED23423400%$77.2K$83.4K+$6.2K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED227207+20+10%$68.3K$80.9K+$12.6K2026-11-05
Country Trust Bank
DECREASED224225-10%$74.3K$79.9K+$5.6K2026-10-30
First Bancorp, Inc
UNCHANGED22322300%$73.6K$79.5K+$5.9K2026-10-26
Abound Wealth Management
INCREASED215213+2+1%$70.2K$76.6K+$6.4K2026-10-26
Balance Wealth Partners LLC
NEW213—+213——$75.8K—2026-10-27
Nemes Rush Group LLC
UNCHANGED20920900%$69.0K$74.5K+$5.5K2026-11-04
Center for Financial Planning, Inc.
INCREASED20745+162+360%$14.9K$73.8K+$58.9K2026-10-26
Private Wealth Management Group, LLC
UNCHANGED20520500%$67.7K$73.1K+$5.4K2026-10-19
North Point Portfolio Managers Corp
NEW198—+198——$70.6K—2026-10-07
Salomon & Ludwin, LLC
UNCHANGED18918900%$63.2K$67.4K+$4.1K2026-10-29
Asset Planning,Inc
UNCHANGED18518500%$61.1K$66.1K+$5.1K2026-10-26
Kennebec Savings Bank
UNCHANGED17917900%$59.1K$63.8K+$4.7K2026-10-22
Tounjian Advisory Partners, LLC
INCREASED17692+84+91%$30.4K$62.7K+$32.2K2026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED17117100%$56.5K$61.0K+$4.5K2026-10-15
Wolff Wiese Magana LLC
DECREASED170178-8-4%$58.8K$60.6K+$1.8K2026-10-15
Westside Investment Management, Inc.
UNCHANGED16816800%$55.5K$60.4K+$5.0K2026-11-02
Hughes Financial Services, LLC
INCREASED162144+18+13%$47.5K$64.5K+$17.0K2026-10-30
High Point Wealth Management, LLC
UNCHANGED16216200%$53.3K$57.6K+$4.3K2026-11-05
Piscataqua Savings Bank
UNCHANGED15815800%$52.2K$56.3K+$4.2K2026-10-21
American Capital Advisory, LLC
INCREASED155154+1+1%$50.8K$55.3K+$4.4K2026-10-28
Pathway Financial Advisers, LLC
NEW151—+151——$53.8K—2026-10-27
Independence Bank of Kentucky
NEW150—+150——$53.5K—2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED15015000%$49.5K$53.5K+$4.0K2026-10-26
Atwood & Palmer Inc
UNCHANGED15015000%$49.5K$53.5K+$4.0K2026-10-08
Barnes Dennig Private Wealth Management LLC
INCREASED14882+66+80%$27.1K$52.8K+$25.7K2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED14814800%$49.5K$52.8K+$3.2K2026-10-01
Rossby Financial, LCC
INCREASED14759+88+149%$19.5K$52.4K+$32.9K2026-11-05
Highline Wealth Partners LLC
INCREASED144128+16+13%$42.3K$51.4K+$9.1K2026-10-19
American National Bank & Trust
DECREASED139141-2-1%$46.5K$49.6K+$3.0K2026-10-07
Laurel Wealth Advisors LLC
NEW138—+138——$49.2K—2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED13013000%$42.9K$46.3K+$3.4K2026-10-23
Capitol Family Office, Inc.
NEW125—+125——$44.6K—2026-10-13
Tributary Capital Management, LLC
NEW121—+121——$43.1K—2026-10-28
Yankcom Partnership
UNCHANGED12112100%$39.9K$43.1K+$3.2K2026-10-15
Buck Wealth Strategies, LLC
UNCHANGED11111100%$36.7K$39.7K+$3.1K2026-10-28
Luken Investment Analytics, LLC
UNCHANGED10610600%$35.0K$37.8K+$2.8K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED10510500%$34.7K$37.4K+$2.8K2026-10-23
Signature Equity Partners, LLC
INCREASED10477+27+35%$25.5K$37.2K+$11.7K2026-10-29
Centerpoint Advisors, LLC
NEW102—+102——$36—2026-11-05
Toth Financial Advisory Corp
INCREASED10186+15+17%$28.4K$36.0K+$7.6K2026-10-08
Joseph Group Capital Management
INCREASED10193+8+9%$30.7K$36.0K+$5.3K2026-11-04
Birchbrook, Inc.
UNCHANGED10010000%$33.0K$35.7K+$2.6K2026-10-14
RHL Group, LLC
UNCHANGED989800%$32.3K$34.9K+$2.6K2026-11-04
Activest Wealth Management
UNCHANGED979700%$32.0K$34.6K+$2.6K2026-10-15
Entrust Financial LLC
UNCHANGED949400%$31.0K$33.5K+$2.5K2026-11-04
Torren Management, LLC
INCREASED9291+1+1%$30.2K$32.6K+$2.4K2026-10-29
Nvwm, LLC
INCREASED873+84+2800%$990$31.0K+$30.0K2026-10-14
Financial Management Professionals, Inc.
UNCHANGED878700%$28.7K$31.0K+$2.3K2026-10-23
James T. Borello RIA
DECREASED8184-3-4%$27.7K$28.9K+$1.1K2026-10-16
Key Capital Management, Inc
UNCHANGED797900%$26.1K$28.2K+$2.1K2026-11-03
Latitude Advisors, LLC
NEW78—+78——$27.8K—2026-10-27
Leonteq Securities AG
DECREASED78139-61-44%$45.9K$27.8K-$18.1K2026-10-29
Clayton Financial Group LLC
NEW75—+75——$26.7K—2026-10-13
Avion Wealth
INCREASED7367+6+9%$22.0K$26-$22.0K2026-11-04
Towne Trust Company, N.a
UNCHANGED737300%$24.1K$26.0K+$1.9K2026-10-28
Nfsg Corp
INCREASED7068+2+3%$22.6K$24.8K+$2.2K2026-10-15
IFS Advisors, LLC
UNCHANGED696900%$22.8K$24.6K+$1.8K2026-10-14
Comprehensive Financial Planning, Inc.
DECREASED6465-1-2%$21.3K$23.1K+$1.8K2026-10-27
Bay Harbor Wealth Management, LLC
INCREASED6352+11+21%$17.2K$22.5K+$5.3K2026-11-03
Proathlete Wealth Management LLC
INCREASED6243+19+44%$14.2K$22.1K+$7.9K2026-10-15
Putney Financial Group LLC
NEW60—+60——$21.4K—2026-10-30
Sfam, LLC
UNCHANGED606000%$19.8K$21.4K+$1.6K2026-11-03
Creative Capital Management Investments LLC
INCREASED5842+16+38%$13.9K$20.7K+$6.8K2026-10-28
Mascoma Wealth Management LLC
UNCHANGED575700%$18.8K$20.3K+$1.5K2026-10-23
Advantage Trust Co
UNCHANGED555500%$18.2K$19.6K+$1.5K2026-10-19
United Financial Planning Group LLC
UNCHANGED555500%$18.2K$19.6K+$1.5K2026-11-04
West Branch Capital LLC
UNCHANGED545400%$17.8K$19.3K+$1.4K2026-10-20
Clearstead Trust, LLC
UNCHANGED545400%$17.8K$19.3K+$1.4K2026-11-06
Arlington Trust Co LLC
INCREASED5319+34+179%$6.3K$18.9K+$12.6K2026-10-20
Costello Asset Management, Inc
UNCHANGED535300%$17.5K$18.8K+$1.4K2026-10-30
RMG Wealth Management LLC
UNCHANGED525200%$19.2K$21.2K+$1.9K2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED525200%$17.2K$18.5K+$1.4K2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED505000%$16.5K$17.8K+$1.3K2026-10-05
Bare Financial Services, Inc
INCREASED4946+3+7%$15.2K$17.5K+$2.3K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED48147-99-67%$48.5K$17.1K-$31.4K2026-10-14
Accordant Advisory Group Inc
UNCHANGED484800%$15.8K$17.1K+$1.3K2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED464600%$15.2K$16.4K+$1.2K2026-10-28
Polaris Financial Partners
NEW45—+45——$16—2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED424200%$13.9K$15.0K+$1.1K2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED404000%$13.2K$14.3K+$1.1K2026-11-03
Burk Holdings LLC
INCREASED3914+25+179%$4.6K$13.9K+$9.3K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED393900%$12.9K$13.9K+$1.0K2026-10-16
Prudent Man Investment Management, Inc.
DECREASED3858-20-34%$16.8K$13.5K-$3.3K2026-11-03
Your Advocates Ltd., LLP
UNCHANGED353500%$11.6K$12.5K+$9242026-11-03
Gleason Group, Inc.
UNCHANGED323200%$10.6K$11.5K+$8692026-10-15
Elevation Wealth Partners, LLC
INCREASED3122+9+41%$7.3K$11.1K+$3.8K2026-10-07
Strengthening Families & Communities, LLC
DECREASED2857-29-51%$18.9K$9.8K-$9.0K2026-10-21
Lodestone Wealth Management LLC
UNCHANGED282800%$9.2K$10.0K+$7392026-10-14
Marquette Asset Management, LLC
UNCHANGED282800%$9.2K$10.0K+$7392026-10-09
Livelsberger Financial Advisory
NEW26—+26——$9.3K—2026-10-28
Aspect Partners, LLC
INCREASED2625+1+4%$8.3K$9.3K+$1.0K2026-10-20
Ascentis Wealth Management, LLC
NEW25—+25——$8.9K—2026-11-03
Essential Investment Partners LLC
NEW24—+24——$8.6K—2026-10-27
Clark Wealth Partners
INCREASED2414+10+71%$4.6K$8.6K+$3.9K2026-10-19
Sunrise Financial Services, LLC
UNCHANGED242400%$7.9K$8.6K+$6332026-10-21
Advocate Investing Services LLC
UNCHANGED222200%$7.3K$7.8K+$5802026-10-26
Plante Moran Financial Advisors, LLC
INCREASED1912+7+58%$4.0K$6.8K+$2.8K2026-11-04
Downshift Financial, LLC
UNCHANGED191900%$6.3K$6.8K+$5022026-10-13
Barrett & Company, Inc.
UNCHANGED191900%$6.3K$6.8K+$5022026-10-22
GK Wealth Management LLC
NEW17—+17——$6.0K—2026-10-09
Canton Hathaway, LLC
NEW17—+17——$6.1K—2026-10-23
KFG LLC
NEW17—+17——$6.1K—2026-11-02
USA Financial Formulas
NEW16—+16——$5.7K—2026-10-16
Trust Co
DECREASED1695-79-83%$31.4K$5.7K-$25.7K2026-10-09
UMB Private Wealth Management, LLC
NEW15—+15——$5.3K—2026-10-19
MidAtlantic Capital Management, Inc.
NEW15—+15——$5.3K—2026-11-05
TFC Financial Management, Inc.
UNCHANGED151500%$5.0K$5.3K+$3962026-10-26
Fairway Wealth LLC
NEW14—+14——$5.0K—2026-10-30
Birchwood Financial Partners, Inc.
INCREASED1410+4+40%$3.3K$5.0K+$1.7K2026-11-02
McCarley & Cook Financial Planners
UNCHANGED141400%$4.6K$5.0K+$3692026-10-21
Planning Strategies Inc.
INCREASED1312+1+8%$4.0K$4.6K+$6742026-10-02
Davis Capital Management
UNCHANGED121200%$4.0K$4.3K+$3172026-10-08
Horizon Financial Services, LLC
NEW10—+10——$3.6K—2026-11-04
PFS Partners, LLC
UNCHANGED101000%$3.3K$3.6K+$2642026-10-21
Rakuten Securities, Inc.
INCREASED97+2+29%$2.3K$3.2K+$8982026-11-02
DecisionPoint Financial, LLC
INCREASED97+2+29%$2.3K$3.3K+$9122026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED9900%$3.0K$3-$3.0K2026-11-04
Mosley Wealth Management
UNCHANGED9900%$3.0K$3.5K+$4842026-10-16
Navigoe, LLC
UNCHANGED9900%$2$3+$12026-11-04
Nvest Wealth Strategies, Inc.
NEW8—+8——$2.9K—2026-10-14
Cape Investment Advisory, Inc.
INCREASED86+2+33%$2.0K$2.9K+$8722026-10-13
Quaker Wealth Management, LLC
NEW7—+7——$2.5K—2026-10-22
Kingdom Financial Group Llc.
NEW7—+7——$2.5K—2026-11-04
Decker Retirement Planning Inc.
DECREASED749-42-86%$16.3K$2.6K-$13.7K2026-10-19
WestEnd Advisors, LLC
UNCHANGED7700%$2.3K$2.5K+$1852026-10-27
Maseco LLP
NEW6—+6——$2.1K—2026-10-27
Three Bridge Wealth Advisors, LLC
NEW6—+6——$2.1K—2026-11-05
Mechanics Financial Corp
DECREASED614-8-57%$4.6K$2.1K-$2.5K2026-11-05
Roxbury Financial LLC
UNCHANGED6600%$2.0K$2.2K+$1672026-10-01
PayPay Securities Corp
DECREASED57-2-29%$2.3K$1.8K-$5282026-10-27
POM Investment Strategies, LLC
UNCHANGED5500%$1.7K$1.8K+$1322026-10-20
Caitong International Asset Management Co., Ltd
NEW4—+4——$1.4K—2026-10-29
Align Financial, LLC
NEW4—+4——$1.4K—2026-10-16
Retirement Wealth Solutions LLC
NEW4—+4——$1.4K—2026-10-07
Breakwater Investment Management
INCREASED42+2+100%$661$1.4K+$7662026-10-20
Phillip James Consulting Co.
UNCHANGED4400%$1.3K$1.4K+$1062026-11-03
Pension & Wealth Management Advisors, Inc.
NEW3—+3——$1.1K—2026-10-16
Evolution Wealth Management Inc.
DECREASED313-10-77%$4.3K$1.1K-$3.2K2026-10-28
Compass Financial Management LLC
UNCHANGED3300%$990$1.1K+$802026-10-30
Noble Wealth Management PBC
UNCHANGED3300%$990$1.1K+$802026-10-01
StrongBox Wealth, LLC
NEW2—+2——$713—2026-11-02
Security National Bank
NEW2—+2——$713—2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED2200%$661$714+$532026-10-15
Morton Brown Family Wealth, LLC
UNCHANGED2200%$660$713+$532026-10-23
Godsey & Gibb, Inc
NEW1—+1——$357—2026-10-14
Signature Resources Capital Management, LLC
DECREASED110-9-90%$3.3K$357-$2.9K2026-10-16
Lloyd Advisory Services, Llc.
NEW0—0——$36—2026-11-02
Vestor Capital, LLC
CLOSED0257,427-257,427-100%$6.4K$0-$6.4K2026-11-04
AMF Tjanstepension AB
CLOSED0118,841-118,841-100%$39.2M$0-$39.2M2026-10-22
RIT Capital Partners PLC
CLOSED0100,200-100,200-100%$33.1M$0-$33.1M2026-11-05
Imc-Chicago, LLC
CLOSED033,046-33,046-100%$10.9M$0-$10.9M2026-11-05
Generali Powszechne Towarzystwo Emerytalne
CLOSED020,118-20,118-100%$6.6M$0-$6.6M2026-11-06
AIA Group Ltd
CLOSED016,172-16,172-100%$5.3M$0-$5.3M2026-10-30
TD Private Client Wealth LLC
CLOSED07,130-7,130-100%$2.4M$0-$2.4M2026-10-28
Elevation Point Wealth Partners, LLC
CLOSED05,597-5,597-100%$1.8M$0-$1.8M2026-11-05
Arvest Investments, Inc.
CLOSED05,270-5,270-100%$1.7M$0-$1.7M2026-10-21
Diversified Trust Co
CLOSED04,521-4,521-100%$1.5M$0-$1.5M2026-11-06
Synergy Asset Management, LLC
CLOSED04,103-4,103-100%$1.4M$0-$1.4M2026-11-05
Rinkey Investments
CLOSED03,368-3,368-100%$1.1M$0-$1.1M2026-10-28
Evergreen Capital Management LLC
CLOSED03,074-3,074-100%$1.0M$0-$1.0M2026-10-23
Money Concepts Capital Corp
CLOSED02,658-2,658-100%$877.5K$0-$877.5K2026-11-06
CenterBook Partners LP
CLOSED01,817-1,817-100%$599.8K$0-$599.8K2026-11-02
4Wealth Advisors, Inc.
CLOSED01,538-1,538-100%$510.5K$0-$510.5K2026-10-13
Dana Investment Advisors, Inc.
CLOSED01,446-1,446-100%$477.4K$0-$477.4K2026-11-06
Confluence Wealth Services, Inc.
CLOSED01,418-1,418-100%$468.1K$0-$468.1K2026-11-05
Wellington Shields & Co., LLC
CLOSED01,408-1,408-100%$464.8K$0-$464.8K2026-11-03
Succession Financial, Inc.
CLOSED01,402-1,402-100%$462.8K$0-$462.8K2026-10-14
Vermillion Wealth Management, Inc.
CLOSED01,031-1,031-100%$340.3K$0-$340.3K2026-10-26
TritonPoint Partners, LLC
CLOSED0953-953-100%$314.6K$0-$314.6K2026-11-05
Shah Wealth Advisors, LLC
CLOSED0933-933-100%$308.0K$0-$308.0K2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED0933-933-100%$308.0K$0-$308.0K2026-10-27
Mach-1 Financial Group, LLC
CLOSED0889-889-100%$293.5K$0-$293.5K2026-11-06
Narus Financial Partners, LLC
CLOSED0859-859-100%$283.6K$0-$283.6K2026-10-19
FSM Wealth Advisors, LLC
CLOSED0777-777-100%$256.6K$0-$256.6K2026-10-27
IVC Wealth Advisors LLC
CLOSED0764-764-100%$252.2K$0-$252.2K2026-10-23
Clear Creek Financial Management, LLC
CLOSED0691-691-100%$228.1K$0-$228.1K2026-10-28
Graves Light Lenhart Wealth, Inc.
CLOSED0666-666-100%$219.9K$0-$219.9K2026-10-09
CogentBlue Wealth Advisors, LLC
CLOSED0629-629-100%$207.6K$0-$207.6K2026-10-09
Covestor Ltd
CLOSED0393-393-100%$130.0K$0-$130.0K2026-10-30
Thompson Investment Management, Inc.
CLOSED0350-350-100%$115.5K$0-$115.5K2026-10-14
Cornerstone Planning Group LLC
CLOSED0208-208-100%$77.3K$0-$77.3K2026-10-16
Knights of Columbus Asset Advisors LLC
CLOSED0200-200-100%$66.0K$0-$66.0K2026-11-05
Wellington Shields Capital Management, LLC
CLOSED0150-150-100%$49.5K$0-$49.5K2026-11-03
Gill Capital Partners, LLC
CLOSED098-98-100%$32.4K$0-$32.4K2026-10-13
LifeSteps Financial, Inc.
CLOSED079-79-100%$26.1K$0-$26.1K2026-10-15
Kelleher Financial Advisors
CLOSED063-63-100%$20.8K$0-$20.8K2026-10-30
Atlatl Advisers LLC
CLOSED049-49-100%$16.2K$0-$16.2K2026-10-22
Obsidian CIO, LLC
CLOSED045-45-100%$14.9K$0-$14.9K2026-11-05
FNY Investment Advisers, LLC
CLOSED039-39-100%$12$0-$122026-10-16
Raleigh Capital Management Inc.
CLOSED034-34-100%$11.3K$0-$11.3K2026-10-28
Whipplewood Advisors, LLC
CLOSED022-22-100%$7.3K$0-$7.3K2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED05-5-100%$1.5K$0-$1.5K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED03-3-100%$998$0-$9982026-10-29
Coston, McIsaac & Partners
CLOSED02-2-100%$0$0$02026-11-06
Stone House Investment Management, LLC
CLOSED02-2-100%$660$0-$6602026-10-23
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Rachor Investment Advisory Services, LLC
DECREASED01-1-100%$1$1$02026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$221.8K$289.1K+$67.3K2026-10-29
BlackRock, Inc.
N/A—20,949,680-20,949,680-100%$6.9B———
State Street Corp
N/A—15,706,016-15,706,016-100%$5.2B———
Vanguard Capital Management LLC
N/A—13,886,981-13,886,981-100%$4.6B———
FMR LLC
N/A—10,272,794-10,272,794-100%$3.4B———
Vanguard Portfolio Management LLC
N/A—8,314,274-8,314,274-100%$2.7B———
Massachusetts Financial Services Co
N/A—4,241,289-4,241,289-100%$1.4B———
Morgan Stanley
N/A—3,826,776-3,826,776-100%$1.3B———
JPMorgan Chase & Co
N/A—3,112,602-3,112,602-100%$1.0B———
AQR Capital Management LLC
N/A—2,837,834-2,837,834-100%$936.8M———
Bank of America Corp
N/A—2,823,646-2,823,646-100%$932.1M———
Northern Trust Corp
N/A—2,814,455-2,814,455-100%$929.1M———
Clearbridge Investments, LLC
N/A—2,812,080-2,812,080-100%$928.3M———
Norges Bank
N/A—2,584,600-2,584,600-100%$853.2M———
UBS Asset Management Americas LLC
N/A—2,504,288-2,504,288-100%$826.7M———
GQG Partners LLC
N/A—2,390,090-2,390,090-100%$789.0M———
Invesco Ltd.
N/A—2,386,277-2,386,277-100%$787.8M———
Arrowstreet Capital, Limited Partnership
N/A—2,258,732-2,258,732-100%$745.7M———
UBS Group AG
N/A—1,946,122-1,946,122-100%$642.5M———
First Trust Advisors LP
N/A—1,803,212-1,803,212-100%$595.3M———
Legal & General Group Plc
N/A—1,690,790-1,690,790-100%$558.2M———
Price T Rowe Associates Inc
N/A—1,651,381-1,651,381-100%$545.2M———
Goldman Sachs Group Inc
N/A—1,605,419-1,605,419-100%$530.0M———
Charles Schwab Investment Management Inc
N/A—1,426,610-1,426,610-100%$471.0M———
AustralianSuper Pty Ltd
N/A—1,294,618-1,294,618-100%$427.4M———
Vanguard Fiduciary Trust Co
N/A—1,193,161-1,193,161-100%$393.9M———
Federated Hermes, Inc.
N/A—1,150,876-1,150,876-100%$379.9M———
Nuveen, LLC
N/A—1,052,219-1,052,219-100%$347.4M———
Boston Partners
N/A—1,005,216-1,005,216-100%$331.9M———
HSBC Holdings PLC
N/A—807,548-807,548-100%$267.1M———
American Century Companies Inc
N/A—799,839-799,839-100%$264.0M———
National Pension Service
N/A—796,867-796,867-100%$263.1M———
Royal Bank of Canada
N/A—782,421-782,421-100%$258.3M———
Wells Fargo & Company
N/A—732,022-732,022-100%$241.7M———
Allianz Asset Management GmbH
N/A—687,978-687,978-100%$227.1M———
Nordea Investment Management AB
N/A—676,737-676,737-100%$224.7M———
BNP Paribas Financial Markets
N/A—661,587-661,587-100%$218.4M———
Raymond James Financial Inc
N/A—655,781-655,781-100%$216.5M———
Swiss National Bank
N/A—599,760-599,760-100%$198.0M———
Envestnet Asset Management Inc
N/A—557,657-557,657-100%$184.1M———
Cullen Capital Management, LLC
N/A—480,235-480,235-100%$158.5M———
Vanguard Global Advisers, LLC
N/A—475,903-475,903-100%$157.1M———
California Public Employees Retirement System
N/A—471,747-471,747-100%$155.7M———
BNP Paribas Asset Management Holding S.A.
N/A—461,470-461,470-100%$152.3M———
Alliancebernstein L.P.
N/A—452,692-452,692-100%$132.0M———
Jane Street Group, LLC
N/A—449,823-449,823-100%$148.5M———
Adage Capital Partners GP, L.L.C.
N/A—428,104-428,104-100%$141.3M———
Polar Capital Holdings Plc
N/A—420,000-420,000-100%$138.7M———
Rhumbline Advisers
N/A—409,221-409,221-100%$135.1M———
Caisse de Depot ET Placement DU Quebec
N/A—407,011-407,011-100%$134.4M———
Vanguard Asset Management, Ltd
N/A—406,956-406,956-100%$134.3M———
Voya Investment Management LLC
N/A—388,244-388,244-100%$128.0M———
Neuberger Berman Group LLC
N/A—380,912-380,912-100%$125.7M———
1832 Asset Management L.P.
N/A—366,566-366,566-100%$121.0M———
Bank of Montreal
N/A—344,151-344,151-100%$113.6M———
California State Teachers Retirement System
N/A—335,305-335,305-100%$110.7M———
SG Americas Securities, LLC
N/A—325,896-325,896-100%$107.6M———
Canada Pension Plan Investment Board
N/A—317,336-317,336-100%$104.8M———
Acadian Asset Management LLC
N/A—306,384-306,384-100%$101.1M———
Franklin Resources Inc
N/A—298,172-298,172-100%$98.4M———
Verition Fund Management LLC
N/A—297,389-297,389-100%$98.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—251,168-251,168-100%$82.0M———
Marex Group Ltd
N/A—250,653-250,653-100%$82.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—248,742-248,742-100%$82.1M———
Storebrand Asset Management AS
N/A—239,723-239,723-100%$79.1M———
New York State Common Retirement Fund
N/A—238,667-238,667-100%$78.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—225,258-225,258-100%$74.4M———
Paralel Advisors LLC
N/A—220,000-220,000-100%$72.6M———
Systematic Alpha Investments, LLC
N/A—215,208-215,208-100%$71.0M———
Canada Life Assurance Co
N/A—213,507-213,507-100%$70.4M———
Danske Bank A/S
N/A—212,738-212,738-100%$70.2M———
TD Asset Management Inc
N/A—210,715-210,715-100%$69.6M———
Korea Investment Corp
N/A—200,023-200,023-100%$66.0M———
Cornerstone Investment Partners, LLC
N/A—199,611-199,611-100%$65.9M———
Ameriprise Financial Inc
N/A—196,534-196,534-100%$64.9M———
Aviva PLC
N/A—193,319-193,319-100%$63.8M———
APG Asset Management N.V.
N/A—185,282-185,282-100%$53.5M———
Natixis Advisors, LLC
N/A—185,224-185,224-100%$61.1M———
Janney Montgomery Scott LLC
N/A—182,605-182,605-100%$60.3M———
State Board of Administration of Florida Retirement System
N/A—178,458-178,458-100%$58.9M———
CIBC Bancorp USA Inc.
N/A—174,914-174,914-100%$57.7M———
O'shaughnessy Asset Management, LLC
N/A—172,186-172,186-100%$56.8M———
Quantinno Capital Management LP
N/A—168,546-168,546-100%$55.6M———
KLP Kapitalforvaltning AS
N/A—164,539-164,539-100%$54.3M———
Mitsubishi UFJ Trust & Banking Corp
N/A—158,309-158,309-100%$52.3M———
Mairs & Power Inc
N/A—156,482-156,482-100%$51.7M———
Royal London Asset Management LTD
N/A—147,227-147,227-100%$48.6M———
Panagora Asset Management Inc
N/A—146,253-146,253-100%$48.3M———
Susquehanna International Group, LLP
N/A—144,687-144,687-100%$47.8M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—141,680-141,680-100%$46.8M———
Stifel Financial Corp
N/A—140,430-140,430-100%$46.4M———
SEI Investments Co
N/A—140,266-140,266-100%$46.3M———
Teacher Retirement System of Texas
N/A—136,463-136,463-100%$45.0M———
Freestone Grove Partners LP
N/A—135,584-135,584-100%$44.8M———
Manufacturers Life Insurance Company, the
N/A—132,250-132,250-100%$43.7M———
Mariner, LLC
N/A—130,113-130,113-100%$43.0M———
Cerity Partners LLC
N/A—128,901-128,901-100%$42.6M———
Nomura Asset Management Co LTD
N/A—128,567-128,567-100%$42.4M———
State of Wisconsin Investment Board
N/A—122,831-122,831-100%$40.5M———
Mercer Global Advisors Inc
N/A—122,532-122,532-100%$40.5M———
HighTower Advisors, LLC
N/A—122,227-122,227-100%$40.3M———
Victory Capital Management Inc
N/A—112,567-112,567-100%$37.2M———
Interval Partners, LP
N/A—111,581-111,581-100%$36.8M———
Vanguard Investments Australia, Ltd.
N/A—108,492-108,492-100%$35.8M———
Chevy Chase Trust Holdings, LLC
N/A—103,398-103,398-100%$34.1M———
Prudential Financial Inc
N/A—101,316-101,316-100%$33.4M———
Public Employees Retirement System of Ohio
N/A—96,168-96,168-100%$31.7M———
Nomura Asset Management International Inc.
N/A—95,395-95,395-100%$31.5M———
Ensign Peak Advisors, Inc
N/A—94,985-94,985-100%$31.4M———
Trillium Asset Management, LLC
N/A—94,972-94,972-100%$31.4M———
M&T Bank Corp
N/A—94,745-94,745-100%$31.3M———
Tredje Ap-fonden
N/A—94,053-94,053-100%$31.0M———
Martingale Asset Management L P
N/A—93,416-93,416-100%$30.8M———
Steigerwald, Gordon & Koch Inc.
N/A—93,276-93,276-100%$30.8M———
Credit Agricole S A
N/A—92,717-92,717-100%$30.6M———
Macquarie Group LTD
N/A—92,170-92,170-100%$30.4M———
Citadel Advisors LLC
N/A—91,711-91,711-100%$30.3M———
Treasurer of the State of North Carolina
N/A—90,315-90,315-100%$29.8M———
Dodge & COX
N/A—90,119-90,119-100%$29.8M———
QRG Capital Management, Inc.
N/A—89,892-89,892-100%$29.7M———
DJE Kapital AG
N/A—87,645-87,645-100%$29.1M———
Intech Investment Management LLC
N/A—85,583-85,583-100%$28.3M———
IEQ Capital, LLC
N/A—85,289-85,289-100%$28.2M———
Gotham Asset Management, LLC
N/A—81,613-81,613-100%$26.9M———
Cetera Investment Advisers
N/A—81,121-81,121-100%$26.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—81,099-81,099-100%$26.8M———
Arax Advisory Partners
N/A—81,086-81,086-100%$26.8M———
Resona Asset Management Co.,Ltd.
N/A—80,139-80,139-100%$26.5M———
Susquehanna Fundamental Investments, LLC
N/A—78,815-78,815-100%$26.0M———
Handelsbanken Fonder AB
N/A—78,608-78,608-100%$26.0K———
State of Tennessee, Department of Treasury
N/A—78,195-78,195-100%$25.8M———
Squarepoint Ops LLC
N/A—78,102-78,102-100%$25.8M———
Banco Santander, S.A.
N/A—72,684-72,684-100%$24.0M———
Toronto Dominion Bank
N/A—72,006-72,006-100%$23.8M———
Northwest & Ethical Investments L.P.
N/A—71,736-71,736-100%$23.7M———
National Bank of Canada
N/A—69,690-69,690-100%$23.0M———
FIL Ltd
N/A—68,407-68,407-100%$22.6M———
Osaic Holdings, Inc.
N/A—68,184-68,184-100%$22.5M———
Epoch Investment Partners, Inc.
N/A—66,662-66,662-100%$22.0M———
St. James Investment Company, LLC
N/A—62,212-62,212-100%$20.5M———
Gabelli Funds LLC
N/A—62,000-62,000-100%$20.5M———
Rafferty Asset Management, LLC
N/A—61,943-61,943-100%$20.4M———
Public Sector Pension Investment Board
N/A—60,706-60,706-100%$20.0M———
Bank of Nova Scotia
N/A—60,435-60,435-100%$19.9M———
Prudential PLC
N/A—60,044-60,044-100%$19.8M———
Stonebridge Capital Advisors LLC
N/A—59,387-59,387-100%$19.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—57,194-57,194-100%$18.9M———
Shelton Capital Management
N/A—56,480-56,480-100%$18.6M———
Pinnacle Financial Partners, Inc.
N/A—55,102-55,102-100%$18.2M———
Jones Financial Companies Lllp
N/A—54,181-54,181-100%$17.7M———
Nomura Holdings Inc
N/A—53,082-53,082-100%$17.5M———
NorthCoast Asset Management LLC
N/A—52,648-52,648-100%$17.4M———
Captrust Financial Advisors
N/A—52,249-52,249-100%$17.2M———
Whittier Trust Co
N/A—52,144-52,144-100%$17.7M———
Worldquant Millennium Advisors LLC
N/A—51,922-51,922-100%$17.1M———
Pathstone Holdings, LLC
N/A—50,579-50,579-100%$16.7M———
DnB Asset Management AS
N/A—50,114-50,114-100%$16.5M———
Arvest Bank Trust Division
N/A—49,938-49,938-100%$16.5M———
Huntington National Bank
N/A—49,527-49,527-100%$16.3M———
Mediolanum International Funds Ltd
N/A—49,093-49,093-100%$16.3M———
Two Sigma Investments, LP
N/A—48,732-48,732-100%$16.1M———
MetLife Investment Management, LLC
N/A—48,640-48,640-100%$16.1M———
Glenmede Trust Co NA
N/A—48,637-48,637-100%$16.1M———
Rockefeller Capital Management L.P.
N/A—46,976-46,976-100%$15.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—46,794-46,794-100%$15.4M———
Meeder Asset Management Inc
N/A—46,656-46,656-100%$15.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—46,267-46,267-100%$15.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—45,650-45,650-100%$15.1M———
Vanguard Personalized Indexing Management, LLC
N/A—44,175-44,175-100%$14.6M———
MML Investors Services, LLC
N/A—42,436-42,436-100%$14.0M———
Guggenheim Capital LLC
N/A—41,491-41,491-100%$13.7M———
Balyasny Asset Management L.P.
N/A—41,323-41,323-100%$13.6M———
Wealthfront Advisers LLC
N/A—40,488-40,488-100%$13.4M———
Sienna Gestion
N/A—40,090-40,090-100%$13.5M———
Auxier Asset Management LLC
N/A—39,601-39,601-100%$13.1M———
Park Circle Co
N/A—39,576-39,576-100%$13.1M———
USS Investment Management Ltd
N/A—39,210-39,210-100%$12.9M———
Bridgewater Associates, LP
N/A—38,570-38,570-100%$12.7M———
Empowered Funds, LLC
N/A—38,126-38,126-100%$12.6M———
EP Wealth Advisors, LLC
N/A—38,042-38,042-100%$12.6M———
Baird Financial Group, Inc.
N/A—37,228-37,228-100%$12.3M———
Bartlett & Co. Wealth Management LLC
N/A—36,959-36,959-100%$12.2M———
MAI Capital Management
N/A—36,888-36,888-100%$12.2M———
Bradley Foster & Sargent Inc
N/A—36,444-36,444-100%$12.0M———
Stansberry Asset Management, LLC
N/A—35,938-35,938-100%$11.9M———
Brown Advisory Inc
N/A—34,895-34,895-100%$11.5M———
First Manhattan Co. Llc.
N/A—34,854-34,854-100%$11.5M———
Weiss Asset Management LP
N/A—34,618-34,618-100%$11.4M———
Northwestern Mutual Wealth Management Co
N/A—34,345-34,345-100%$11.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—34,116-34,116-100%$11.3M———
Van Eck Associates Corp
N/A—34,056-34,056-100%$11.2M———
Sequoia Financial Advisors, LLC
N/A—33,397-33,397-100%$11.0M———
Horizon Investments, LLC
N/A—32,353-32,353-100%$10.7M———
Utah Retirement Systems
N/A—32,190-32,190-100%$10.6M———
British Columbia Investment Management Corp
N/A—31,886-31,886-100%$10.5M———
Police & Firemen's Retirement System of New Jersey
N/A—31,798-31,798-100%$10.5M———
Andra Ap-fonden
N/A—31,584-31,584-100%$10.4M———
Te Ahumairangi Investment Management Ltd
N/A—30,267-30,267-100%$10.0M———
Palmer Knight Co
N/A—30,242-30,242-100%$10.0M———
L & S Advisors Inc
N/A—29,083-29,083-100%$9.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—28,820-28,820-100%$9.5M———
Nissay Asset Management Corp N
N/A—28,431-28,431-100%$9.4M———
Federation des caisses Desjardins du Quebec
N/A—28,294-28,294-100%$9.3M———
Elo Mutual Pension Insurance Co
N/A—28,065-28,065-100%$9.3M———
Longbow Finance SA
N/A—28,059-28,059-100%$9.3M———
Holocene Advisors, LP
N/A—27,071-27,071-100%$8.9M———
Commerce Bank
N/A—26,943-26,943-100%$8.9M———
Daiichi Life Insurance Co., Ltd.
N/A—26,824-26,824-100%$8.9M———
First National Bank of Omaha
N/A—26,791-26,791-100%$8.8M———
Jupiter Topco LLC
N/A—26,408-26,408-100%$8.7M———
New Vernon Investment Management LLC
N/A—26,189-26,189-100%$8.6M———
Public Employees Retirement Association of Colorado
N/A—25,788-25,788-100%$8.5M———
Man Group plc
N/A—25,382-25,382-100%$8.4M———
Erste Asset Management GmbH
N/A—25,238-25,238-100%$8.4M———
Commerzbank Aktiengesellschaft
N/A—25,021-25,021-100%$8.3M———
Vestcor Inc
N/A—24,733-24,733-100%$8.2M———
Blair William & Co
N/A—24,655-24,655-100%$8.1M———
Millennium Management LLC
N/A—24,353-24,353-100%$8.0M———
Freestone Capital Holdings, LLC
N/A—24,329-24,329-100%$8.0M———
Manning & Napier Advisors LLC
N/A—24,099-24,099-100%$8.0M———
Hantz Financial Services, Inc.
N/A—24,063-24,063-100%$7.9M———
Blue Sparrow, LLC
N/A—24,000-24,000-100%$7.9M———
Beacon Pointe Advisors, LLC
N/A—23,383-23,383-100%$7.7M———
Peapack Gladstone Financial Corp
N/A—22,924-22,924-100%$7.6M———
Citizens Business Bank
N/A—22,274-22,274-100%$7.4M———
Lazard Asset Management LLC
N/A—22,203-22,203-100%$7.3M———
Tidal Investments LLC
N/A—22,023-22,023-100%$7.3M———
Steward Partners Investment Advisory, LLC
N/A—21,555-21,555-100%$7.1M———
Aptus Capital Advisors, LLC
N/A—21,390-21,390-100%$7.1M———
Dark Forest Capital Management LP
N/A—21,127-21,127-100%$7.0M———
Easterly Investment Partners LLC
N/A—21,000-21,000-100%$6.9M———
Allstate Corp
N/A—20,858-20,858-100%$6.9M———
Voleon Capital Management LP
N/A—20,652-20,652-100%$6.8M———
R.H. Investment Group, LLC
N/A—20,186-20,186-100%$6.7M———
Liberty One Investment Management, LLC
N/A—20,082-20,082-100%$6.6M———
Whittier Trust Co of Nevada Inc
N/A—20,021-20,021-100%$6.9M———
Semper Augustus Investments Group LLC
N/A—19,100-19,100-100%$6.3M———
Wellington Management Group LLP
N/A—19,038-19,038-100%$6.3M———
Cannell & Spears LLC
N/A—18,886-18,886-100%$6.2M———
Foster & Motley Inc
N/A—18,794-18,794-100%$6.2M———
Norinchukin Bank, The
N/A—18,669-18,669-100%$6.2M———
Cvfg LLC
N/A—18,471-18,471-100%$6.1M———
Composition Wealth, LLC
N/A—18,349-18,349-100%$6.1M———
&partners
N/A—18,005-18,005-100%$5.9M———
Pacer Advisors, Inc.
N/A—17,989-17,989-100%$5.9M———
Cresset Asset Management, LLC
N/A—17,829-17,829-100%$5.9M———
HM Payson & Co
N/A—17,813-17,813-100%$5.9M———
Teachers Retirement System of the State of Kentucky
N/A—17,796-17,796-100%$5.9M———
Investment Management Corp of Ontario
N/A—17,764-17,764-100%$5.9M———
FAS Wealth Partners, Inc.
N/A—17,473-17,473-100%$5.8M———
Vident Advisory, LLC
N/A—17,346-17,346-100%$5.7M———
Pinebridge Investments LLC
N/A—16,974-16,974-100%$5.6M———
Argent Trust Co
N/A—16,867-16,867-100%$5.6M———
Groupe la Francaise
N/A—16,830-16,830-100%$5.6M———
Mizuho Securities USA LLC
N/A—16,648-16,648-100%$5.5M———
LOS Angeles Capital Management LLC
N/A—16,581-16,581-100%$5.5M———
AE Wealth Management LLC
N/A—16,535-16,535-100%$5.5M———
Advisory Services Network, LLC
N/A—16,425-16,425-100%$5.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—15,479-15,479-100%$5.1M———
Caprock Group, LLC
N/A—15,318-15,318-100%$5.1M———
Saudi Central Bank
N/A—14,885-14,885-100%$4.9M———
SGL Investment Advisors, Inc.
N/A—14,689-14,689-100%$5.5M———
Siemens Fonds Invest GmbH
N/A—14,621-14,621-100%$4.8M———
RNC Capital Management LLC
N/A—14,071-14,071-100%$4.6M———
NewEdge Wealth, LLC
N/A—14,064-14,064-100%$4.6M———
Orion Porfolio Solutions, LLC
N/A—14,038-14,038-100%$4.6M———
Caisse DES Depots ET Consignations
N/A—14,028-14,028-100%$4.6M———
Kingsview Wealth Management, LLC
N/A—13,826-13,826-100%$4.6M———
Railway Pension Investments Ltd
N/A—13,800-13,800-100%$4.6M———
Integrated Wealth Concepts LLC
N/A—13,714-13,714-100%$4.5M———
Kentucky Retirement Systems
N/A—13,701-13,701-100%$4.5M———
Tower Bridge Advisors
N/A—13,566-13,566-100%$4.5M———
1ST Source Bank
N/A—13,562-13,562-100%$4.5M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—13,470-13,470-100%$4.4M———
Vestmark Advisory Solutions, Inc.
N/A—13,357-13,357-100%$4.4M———
Omers Administration Corp
N/A—13,262-13,262-100%$4.4M———
DRW Securities, LLC
N/A—13,222-13,222-100%$4.4M———
Hancock Whitney Corp
N/A—12,970-12,970-100%$4.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—12,721-12,721-100%$4.2M———
Bessemer Group Inc
N/A—12,668-12,668-100%$4.2M———
CIBC World Market Inc.
N/A—12,488-12,488-100%$4.1M———
Empire Financial Management Company, LLC
N/A—12,433-12,433-100%$4.1M———
Rothschild Investment LLC
N/A—12,391-12,391-100%$4.1M———
Argent Advisors, Inc.
N/A—12,376-12,376-100%$4.1M———
GTS Securities LLC
N/A—12,328-12,328-100%$4.1M———
Bleakley Financial Group, LLC
N/A—12,256-12,256-100%$4.0M———
Woodline Partners LP
N/A—12,108-12,108-100%$4.0M———
Sciencast Management LP
N/A—12,060-12,060-100%$4.0M———
Private Advisor Group, LLC
N/A—12,052-12,052-100%$4.0M———
Ballentine Partners, LLC
N/A—11,894-11,894-100%$3.9M———
Jacobs Levy Equity Management, Inc
N/A—11,651-11,651-100%$3.8M———
United Capital Financial Advisors, LLC
N/A—11,218-11,218-100%$3.7M———
Capitolis Liquid Global Markets LLC
N/A—11,142-11,142-100%$3.7M———
Ossiam
N/A—10,973-10,973-100%$3.6M———
Pinnacle Holdings, LLC
N/A—10,754-10,754-100%$3.6M———
D. E. Shaw & Co., Inc.
N/A—10,642-10,642-100%$3.5M———
Stephens Inc
N/A—10,429-10,429-100%$3.4M———
Evercore Wealth Management, LLC
N/A—10,147-10,147-100%$3.3M———
Atlantic Union Bankshares Corp
N/A—10,085-10,085-100%$3.3M———
Summit Trail Advisors, LLC
N/A—10,017-10,017-100%$3.3M———
Brevan Howard Capital Management LP
N/A—9,798-9,798-100%$3.2M———
White Pine Capital LLC
N/A—9,779-9,779-100%$3.2M———
Icon Wealth Advisors, LLC
N/A—9,769-9,769-100%$3.2M———
Wesleyan Assurance Society
N/A—9,740-9,740-100%$3.2M———
AssuredPartners Investment Advisors, LLC
N/A—9,550-9,550-100%$3.2M———
Focus Partners Advisor Solutions, LLC
N/A—9,521-9,521-100%$3.1M———
Peak6 LLC
N/A—9,505-9,505-100%$3.1M———
Twin Capital Management Inc
N/A—9,147-9,147-100%$3.0M———
Choate Investment Advisors
N/A—9,005-9,005-100%$3.0M———
Canada Post Corp Registered Pension Plan
N/A—8,971-8,971-100%$3.0M———
Ashford Capital Management Inc
N/A—8,833-8,833-100%$2.9M———
Avalon Trust Co
N/A—8,734-8,734-100%$2.9M———
NewEdge Advisors, LLC
N/A—8,459-8,459-100%$2.8M———
CIM, LLC
N/A—8,412-8,412-100%$2.8M———
KKM Financial LLC
N/A—8,370-8,370-100%$3.1M———
Mufg Securities Emea plc
N/A—8,323-8,323-100%$2.7M———
Ancora Advisors LLCA
N/A—8,157-8,157-100%$2.7M———
Essex Financial Services, Inc.
N/A—8,143-8,143-100%$2.7M———
Empirical Finance, LLC
N/A—8,136-8,136-100%$2.7M———
Capital Wealth Planning, LLC
N/A—8,019-8,019-100%$2.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,866-7,866-100%$2.6M———
New Age Alpha Advisors, LLC
N/A—7,786-7,786-100%$2.6M———
Waverly Advisors, LLC
N/A—7,777-7,777-100%$2.6M———
Metis Global Partners, LLC
N/A—7,731-7,731-100%$2.6M———
Envestnet Portfolio Solutions, Inc.
N/A—7,709-7,709-100%$2.5M———
Coldstream Capital Management Inc
N/A—7,600-7,600-100%$2.5M———
PYA Waltman Capital, LLC
N/A—7,598-7,598-100%$2.5M———
Cary Street Partners Financial LLC
N/A—7,491-7,491-100%$2.5M———
Phoenix Financial Ltd.
N/A—7,164-7,164-100%$2.4M———
Webster Bank, N. A.
N/A—7,104-7,104-100%$2.3M———
Azimuth Capital Investment Management LLC
N/A—7,022-7,022-100%$2.3M———
SlateStone Wealth, LLC
N/A—7,014-7,014-100%$2.3M———
Oddo BHF Asset Management SAS
N/A—6,917-6,917-100%$2.3M———
Eagle Capital Management LLC
N/A—6,900-6,900-100%$2.3M———
Dakota Wealth Management
N/A—6,853-6,853-100%$2.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—6,818-6,818-100%$2.3M———
OneDigital Investment Advisors LLC
N/A—6,695-6,695-100%$2.2M———
Nicolet Bankshares Inc
N/A—6,657-6,657-100%$2.3M———
Muhlenkamp & Co Inc
N/A—6,627-6,627-100%$2.2M———
Smithfield Trust Co
N/A—6,620-6,620-100%$2.1M———
Impact Partnership Wealth, LLC
N/A—6,611-6,611-100%$2.2M———
LRI Investments, LLC
N/A—6,554-6,554-100%$2.2M———
Harbour Investments, Inc.
N/A—6,518-6,518-100%$2.2M———
Quantitative Investment Management, LLC
N/A—6,510-6,510-100%$2.1M———
Resources Management Corp
N/A—6,483-6,483-100%$2.1M———
Callan Family Office, LLC
N/A—6,417-6,417-100%$2.1M———
Mufg Securities Americas Inc.
N/A—6,405-6,405-100%$2.1M———
IHT Wealth Management, LLC
N/A—6,366-6,366-100%$2.1M———
Pallas Capital Advisors LLC
N/A—6,266-6,266-100%$2.1M———
Brown Brothers Harriman & Co
N/A—6,176-6,176-100%$2.0M———
Snowden Capital Advisors LLC
N/A—6,173-6,173-100%$2.0M———
Douglass Winthrop Advisors, LLC
N/A—6,153-6,153-100%$2.0M———
Fayez Sarofim & Co
N/A—6,098-6,098-100%$2.0M———
Benjamin Edwards Inc
N/A—6,034-6,034-100%$2.0M———
Corsicana & Co.
N/A—6,024-6,024-100%$2.0M———
BSW Wealth Partners
N/A—5,999-5,999-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—5,990-5,990-100%$2.0M———
Arkadios Wealth Advisors
N/A—5,966-5,966-100%$2.0M———
Virtus Investment Advisers, LLC
N/A—5,934-5,934-100%$2.0M———
Spartan Wealth Advisory Services LLC
N/A—5,934-5,934-100%$2.0M———
Johnson Investment Counsel Inc
N/A—5,916-5,916-100%$2.0M———
Johnson Financial Group, Inc.
N/A—5,876-5,876-100%$1.9M———
Dorsey & Whitney Trust Co LLC
N/A—5,712-5,712-100%$1.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—5,686-5,686-100%$1.9M———
Sivia Capital Partners, LLC
N/A—5,660-5,660-100%$1.9M———
Equitable Holdings, Inc.
N/A—5,643-5,643-100%$1.9M———
HighMark Wealth Management LLC
N/A—5,606-5,606-100%$1.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—5,575-5,575-100%$1.8M———
South Dakota Investment Council
N/A—5,570-5,570-100%$1.8M———
Impax Asset Management Group plc
N/A—5,543-5,543-100%$1.8M———
SummitTX Capital, L.P.
N/A—5,501-5,501-100%$1.8M———
Wealthspire Advisors, LLC
N/A—5,496-5,496-100%$1.8M———
Global Retirement Partners, LLC
N/A—5,389-5,389-100%$1.8M———
Meeder Advisory Services, Inc.
N/A—5,338-5,338-100%$1.8M———
Roundview Capital LLC
N/A—5,283-5,283-100%$1.7M———
Bridges Investment Management Inc
N/A—5,259-5,259-100%$1.7M———
Haverford Trust Co
N/A—5,219-5,219-100%$1.7M———
Smartleaf Asset Management LLC
N/A—5,188-5,188-100%$1.7M———
Ames National Corp
N/A—5,187-5,187-100%$1.7M———
Sumitomo Life Insurance Co
N/A—5,077-5,077-100%$1.7M———
Syon Capital LLC
N/A—5,035-5,035-100%$1.7M———
Lowe Brockenbrough & Co Inc
N/A—4,961-4,961-100%$1.6M———
First National Advisers, LLC
N/A—4,782-4,782-100%$1.6M———
Geneos Wealth Management Inc.
N/A—4,739-4,739-100%$1.6M———
Westpac Banking Corp
N/A—4,712-4,712-100%$1.6M———
Tocqueville Asset Management L.P.
N/A—4,664-4,664-100%$1.5M———
Alerus Financial NA
N/A—4,663-4,663-100%$1.5M———
Clare Market Investments LLC
N/A—4,656-4,656-100%$1.5M———
IFC Advisors LLC
N/A—4,629-4,629-100%$1.5M———
Independent Advisor Alliance
N/A—4,576-4,576-100%$1.5M———
RiverFront Investment Group, LLC
N/A—4,543-4,543-100%$1.5M———
Ostrum Asset Management
N/A—4,533-4,533-100%$1.5M———
Bull Harbor Capital LLC
N/A—4,509-4,509-100%$1.5M———
Fiduciary Trust Co
N/A—4,507-4,507-100%$1.5M———
Occudo Quantitative Strategies LP
N/A—4,500-4,500-100%$1.5M———
NorthRock Partners, LLC
N/A—4,430-4,430-100%$1.5M———
MWA Asset Management
N/A—4,425-4,425-100%$1.5M———
Qtron Investments LLC
N/A—4,368-4,368-100%$1.4M———
Hilltop Holdings Inc.
N/A—4,359-4,359-100%$1.4M———
Somerset Group LLC
N/A—4,303-4,303-100%$1.5M———
Employees Retirement System of Texas
N/A—4,271-4,271-100%$1.4M———
Coastal Bridge Advisors, LLC
N/A—4,262-4,262-100%$1.4M———
Longfellow Investment Management Co LLC
N/A—4,249-4,249-100%$1.4M———
Curi Capital, LLC
N/A—4,209-4,209-100%$1.4M———
Tudor Financial Inc.
N/A—4,200-4,200-100%$1.4M———
Belpointe Asset Management LLC
N/A—4,180-4,180-100%$1.4M———
Vectors Research Management, LLC
N/A—4,168-4,168-100%$1.4M———
Flputnam Investment Management Co
N/A—4,125-4,125-100%$1.4M———
Private Wealth Asset Management, LLC
N/A—4,063-4,063-100%$1.3M———
Stock Yards Bank & Trust Co
N/A—3,948-3,948-100%$1.3M———
Tiaa Wealth Investment Management LLC
N/A—3,899-3,899-100%$1.3M———
Sterneck Capital Management, LLC
N/A—3,895-3,895-100%$1.3M———
Aster Capital Management (Difc) Ltd
N/A—3,841-3,841-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—3,837-3,837-100%$1.3M———
Tevis Investment Management
N/A—3,727-3,727-100%$1.2M———
Atom Investors LP
N/A—3,716-3,716-100%$1.2M———
Frec Markets, Inc.
N/A—3,702-3,702-100%$1.2M———
Westerkirk Capital Inc.
N/A—3,669-3,669-100%$1.2M———
Davis Asset Management, L.P.
N/A—3,653-3,653-100%$1.2M———
Principal Securities, Inc.
N/A—3,593-3,593-100%$1.2M———
TCW Group Inc
N/A—3,572-3,572-100%$1.2M———
Redwood Investment Management, LLC
N/A—3,500-3,500-100%$1.2M———
World Investment Advisors
N/A—3,429-3,429-100%$1.0M———
Edmond de Rothschild Holding S.A.
N/A—3,418-3,418-100%$1.1M———
Tiaa Trust, National Association
N/A—3,403-3,403-100%$1.1M———
Minot DeBlois Advisors LLC
N/A—3,361-3,361-100%$1.1M———
PFG Investments, LLC
N/A—3,347-3,347-100%$1.1M———
Tradition Wealth Management, LLC
N/A—3,280-3,280-100%$1.1M———
1 North Wealth Services LLC
N/A—3,279-3,279-100%$1.1M———
AR Asset Management Inc
N/A—3,264-3,264-100%$1.1M———
Mount Lucas Management LP
N/A—3,218-3,218-100%$1.1M———
PCM Encore, LLC
N/A—3,192-3,192-100%$1.1M———
JT Stratford LLC
N/A—3,168-3,168-100%$1.0M———
Roehl & Yi Investment Advisors, LLC
N/A—3,163-3,163-100%$1.0M———
Pure Financial Advisors, LLC
N/A—3,158-3,158-100%$1.0M———
Marble Wealth, LLC
N/A—3,150-3,150-100%$1.0M———
Atlas Capital Advisors Inc.
N/A—3,145-3,145-100%$1.0M———
Bluespring Wealth Management, LLC
N/A—3,123-3,123-100%$1.0M———
Rathbones Group PLC
N/A—3,111-3,111-100%$1.0M———
Fidelis Capital Partners, LLC
N/A—3,065-3,065-100%$1.0M———
Waddell & Associates, LLC
N/A—3,059-3,059-100%$1.0M———
Checchi Capital Advisers, LLC
N/A—3,041-3,041-100%$1.0M———
Evernest Financial Advisors, LLC
N/A—3,037-3,037-100%$1.0M———
SouthState Bank Corp
N/A—3,018-3,018-100%$996.3K———
Valtrion Capital Management, LLC
N/A—3,008-3,008-100%$992.9K———
denkapparat Operations GmbH
N/A—2,962-2,962-100%$977.8K———
Wilson & Boucher Capital Management, LLC
N/A—2,938-2,938-100%$969.9K———
Kintra Wealth, LLC
N/A—2,926-2,926-100%$1.1M———
Berkeley Capital Partners, LLC
N/A—2,921-2,921-100%$964.3K———
West Family Investments, Inc.
N/A—2,901-2,901-100%$957.7K———
Scotia Capital Inc.
N/A—2,892-2,892-100%$954.7K———
Empower Advisory Group, LLC
N/A—2,871-2,871-100%$947.7K———
Transcend Capital Advisors, LLC
N/A—2,826-2,826-100%$932.8K———
Davis R M Inc
N/A—2,815-2,815-100%$929.3K———
GSA Capital Partners LLP
N/A—2,810-2,810-100%$928.0K———
Anchor Investment Management, LLC
N/A—2,776-2,776-100%$916.4K———
Westwood Holdings Group Inc
N/A—2,751-2,751-100%$908.2K———
Great Valley Advisor Group, Inc.
N/A—2,747-2,747-100%$906.7K———
Brave Asset Management Inc
N/A—2,710-2,710-100%$894.6K———
IKE Capital, LLC
N/A—2,689-2,689-100%$887.7K———
Groupama Asset Managment
N/A—2,622-2,622-100%$866.5K———
Guardian Wealth Advisors, LLC / NC
N/A—2,621-2,621-100%$865.2K———
Empirical Asset Management, LLC
N/A—2,563-2,563-100%$846.1K———
Legacy Financial Group LLC
N/A—2,551-2,551-100%$842.1K———
Measured Wealth Private Client Group, LLC
N/A—2,524-2,524-100%$833.2K———
Beacon Investment Advisors LLC
N/A—2,507-2,507-100%$827.8K———
Edgestream Partners, L.P.
N/A—2,491-2,491-100%$822.3K———
Rexford Capital Inc
N/A—2,468-2,468-100%$814.7K———
River Wealth Advisors LLC
N/A—2,459-2,459-100%$811.6K———
Berger Financial Group, Inc
N/A—2,450-2,450-100%$808.7K———
Summit Financial, LLC
N/A—2,433-2,433-100%$803.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,376-2,376-100%$784.5K———
WJ Financial Advisors LLC
N/A—2,317-2,317-100%$764.9K———
Keystone Financial Group
N/A—2,288-2,288-100%$755.3K———
Chesapeake Asset Management LLC
N/A—2,285-2,285-100%$754.3K———
Advisors Capital Management, LLC
N/A—2,270-2,270-100%$749.7K———
Mutual Advisors, LLC
N/A—2,269-2,269-100%$749.2K———
Van Hulzen Asset Management, LLC
N/A—2,257-2,257-100%$745.0K———
Wealth Alliance, LLC
N/A—2,252-2,252-100%$743.3K———
Bridgewater Advisors Inc.
N/A—2,250-2,250-100%$841.1K———
Karani Asset Management LLC
N/A—2,240-2,240-100%$739.5K———
Sound View Wealth Advisors Group, LLC
N/A—2,224-2,224-100%$734.2K———
WHI Trust Co LLC
N/A—2,222-2,222-100%$733.5K———
Weik Capital Management
N/A—2,220-2,220-100%$732.9K———
Proficio Capital Partners LLC
N/A—2,194-2,194-100%$724.1K———
Focus Partners Wealth
N/A—2,188-2,188-100%$722.4K———
Modern Wealth Management, LLC
N/A—2,138-2,138-100%$705.9K———
Ponta Wealth Partners, LLC
N/A—2,130-2,130-100%$703.2K———
Banque Transatlantique SA
N/A—2,124-2,124-100%$701.2K———
Drive Wealth Management, LLC
N/A—2,117-2,117-100%$698.9K———
SBI Okasan Asset Management Co.Ltd.
N/A—2,100-2,100-100%$696.9K———
Lifeworks Advisors, LLC
N/A—2,095-2,095-100%$691.6K———
Sagewood Asset Management LP
N/A—2,073-2,073-100%$684.3K———
Prostatis Group LLC
N/A—2,060-2,060-100%$680.0K———
Mirabella Financial Services LLP
N/A—2,039-2,039-100%$673.1K———
Bearing Point Capital, LLC
N/A—2,019-2,019-100%$666.5K———
Spinnaker Trust
N/A—2,012-2,012-100%$664.2K———
Evolve Private Wealth, LLC
N/A—2,011-2,011-100%$664.3K———
Everpar Advisors LLC
N/A—2,001-2,001-100%$660.6K———
Keebeck Wealth Management
N/A—1,978-1,978-100%$653.0K———
RWA Wealth Partners, LLC
N/A—1,964-1,964-100%$648.3K———
Destination Wealth Management
N/A—1,963-1,963-100%$648.0K———
Leavell Investment Management, Inc.
N/A—1,947-1,947-100%$642.6K———
Affinity Investment Advisors, LLC
N/A—1,944-1,944-100%$641.8K———
Donaldson Capital Management, LLC
N/A—1,929-1,929-100%$636.9K———
Marco Investment Management LLC
N/A—1,929-1,929-100%$636.8K———
Mark Sheptoff Financial Planning, LLC
N/A—1,925-1,925-100%$635.5K———
Jupiter Asset Management LTD
N/A—1,871-1,871-100%$617.7K———
Peak Asset Management, LLC
N/A—1,869-1,869-100%$617.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,861-1,861-100%$614.4K———
Thomasville National Bank
N/A—1,853-1,853-100%$611.7K———
Glen Eagle Advisors, LLC
N/A—1,849-1,849-100%$610.4K———
Cambient Family Office, LLC
N/A—1,844-1,844-100%$608.7K———
Legacy Financial Advisors, Inc.
N/A—1,832-1,832-100%$604.9K———
Savvy Advisors, Inc.
N/A—1,826-1,826-100%$602.9K———
Jackson Thornton Wealth Management, LLC
N/A—1,825-1,825-100%$602.5K———
Ameritas Investment Partners, Inc.
N/A—1,824-1,824-100%$602.1K———
Southeast Asset Advisors, LLC
N/A—1,800-1,800-100%$594.2K———
Madison Asset Management, LLC
N/A—1,798-1,798-100%$593.6K———
Cambria Investment Management, L.P.
N/A—1,792-1,792-100%$591.6K———
Moneta Group Investment Advisors LLC
N/A—1,791-1,791-100%$591.2K———
MidFirst Bank
N/A—1,787-1,787-100%$589.9K———
Silvercrest Asset Management Group LLC
N/A—1,774-1,774-100%$585.8K———
Lbmc Investment Advisors, LLC
N/A—1,750-1,750-100%$577.7K———
Insigneo Advisory Services, LLC
N/A—1,739-1,739-100%$574.1K———
Ethos Financial Group, LLC
N/A—1,727-1,727-100%$671.8K———
Stokes Family Office, LLC
N/A—1,714-1,714-100%$565.8K———
Advyzon Investment Management, LLC
N/A—1,710-1,710-100%$564.5K———
Bank of Hawaii
N/A—1,646-1,646-100%$543.4K———
Hudson Portfolio Management LLC
N/A—1,607-1,607-100%$530.5K———
Knightsbridge Asset Management, LLC
N/A—1,606-1,606-100%$530.3K———
Cozad Asset Management Inc
N/A—1,606-1,606-100%$530.2K———
First Foundation Advisors
N/A—1,596-1,596-100%$526.9K———
Quotient Wealth Partners, LLC
N/A—1,584-1,584-100%$523.0K———
Oberweis Asset Management Inc/
N/A—1,583-1,583-100%$522.6K———
Nwam LLC
N/A—1,576-1,576-100%$520.3K———
EntryPoint Capital, LLC
N/A—1,574-1,574-100%$519.6K———
SHP Wealth Management
N/A—1,568-1,568-100%$517.6K———
Centaurus Financial, Inc.
N/A—1,555-1,555-100%$513.0K———
Sound Capital Solutions LLC
N/A—1,550-1,550-100%$511.7K———
Optimize Financial Inc.
N/A—1,550-1,550-100%$511.7K———
Prosperity Consulting Group, LLC
N/A—1,548-1,548-100%$511.0K———
Ruggaard & Associates LLC
N/A—1,536-1,536-100%$507.2K———
First American Trust, FSB
N/A—1,524-1,524-100%$502.9K———
Kovack Advisors, Inc.
N/A—1,514-1,514-100%$501.0K———
Polymer Capital Management (US) LLC
N/A—1,511-1,511-100%$498.8K———
AlphaGrep UK Ltd
N/A—1,506-1,506-100%$497.2K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,499-1,499-100%$494.8K———
All Terrain Financial Advisors, LLC
N/A—1,495-1,495-100%$493.5K———
Two Sigma Securities, LLC
N/A—1,490-1,490-100%$491.9K———
Main Street Financial Solutions, LLC
N/A—1,485-1,485-100%$490.3K———
Somerville Kurt F
N/A—1,485-1,485-100%$490.2K———
PIN OAK Investment Advisors Inc
N/A—1,400-1,400-100%$462.0K———
Simmons Bank
N/A—1,391-1,391-100%$459.2K———
Boston Family Office LLC
N/A—1,365-1,365-100%$451.0K———
Strategic Financial Services, Inc.
N/A—1,330-1,330-100%$439.1K———
Aureus Asset Management, LLC
N/A—1,328-1,328-100%$438.4K———
Baader Bank Aktiengesellschaft
N/A—1,325-1,325-100%$437.4K———
Red Door Wealth Management, LLC
N/A—1,322-1,322-100%$436.3K———
Fiduciary Group, LLC
N/A—1,317-1,317-100%$434.8K———
Colonial Trust Co / SC
N/A—1,313-1,313-100%$433.6K———
Stratos Wealth Advisors, LLC
N/A—1,294-1,294-100%$427.4K———
Rothschild Wealth LLC
N/A—1,292-1,292-100%$426.5K———
Core Alternative Capital
N/A—1,291-1,291-100%$426.2K———
Transamerica Financial Advisors, LLC
N/A—1,284-1,284-100%$424.0K———
Medallion Wealth Advisors, LLC
N/A—1,282-1,282-100%$423.2K———
Financial Engines Advisors L.L.C.
N/A—1,280-1,280-100%$422.6K———
Tiemann Investment Advisors, LLC
N/A—1,270-1,270-100%$419.3K———
Whalerock Point Partners, LLC
N/A—1,265-1,265-100%$417.6K———
Delta Asset Management LLC
N/A—1,263-1,263-100%$416.9K———
ST Germain D J Co Inc
N/A—1,261-1,261-100%$416.3K———
CSS LLC
N/A—1,260-1,260-100%$416.0K———
Keel Point, LLC
N/A—1,258-1,258-100%$415.1K———
Pine Valley Investments Ltd Liability Co
N/A—1,256-1,256-100%$414.6K———
Rehmann Capital Advisory Group
N/A—1,245-1,245-100%$412.2K———
Kera Capital Partners, Inc.
N/A—1,245-1,245-100%$411.0K———
Florida Financial Advisors, LLC
N/A—1,245-1,245-100%$411.9K———
Strategic Wealth Partners, Ltd.
N/A—1,244-1,244-100%$410.7K———
Private Capital Management, LLC
N/A—1,244-1,244-100%$410.7K———
Dearborn Partners LLC
N/A—1,227-1,227-100%$405.2K———
One Wealth Advisors, LLC
N/A—1,226-1,226-100%$404.7K———
CI Investments Inc.
N/A—1,214-1,214-100%$400.8K———
L2 Asset Management, LLC
N/A—1,209-1,209-100%$399.1K———
C M Bidwell & Associates LTD
N/A—1,208-1,208-100%$398.8K———
Earnest Partners LLC
N/A—1,191-1,191-100%$393.2K———
Bridgewealth Advisory Group, LLC
N/A—1,190-1,190-100%$392.9K———
Magnolia Capital Advisors LLC
N/A—1,185-1,185-100%$391.1K———
Mission Creek Capital Partners, Inc.
N/A—1,183-1,183-100%$390.4K———
Sanchez Levi Garrett
N/A—1,177-1,177-100%$388.4K———
Northwest Quadrant Wealth Management, LLC
N/A—1,176-1,176-100%$388.1K———
Optas, LLC
N/A—1,175-1,175-100%$387.9K———
Caldwell Sutter Capital, Inc.
N/A—1,168-1,168-100%$385.4K———
Wealthspan Partners, LLC
N/A—1,161-1,161-100%$383.3K———
Zacks Investment Management
N/A—1,112-1,112-100%$367.2K———
Quent Capital, LLC
N/A—1,098-1,098-100%$362.5K———
Centennial Bank
N/A—1,091-1,091-100%$360.2K———
Compass Capital Corp
N/A—1,089-1,089-100%$408.9K———
Quarry LP
N/A—1,055-1,055-100%$348.3K———
LMR Partners LLP
N/A—1,037-1,037-100%$342.3K———
GWN Securities Inc.
N/A—1,033-1,033-100%$341.0K———
Westmount Partners, LLC
N/A—1,033-1,033-100%$341.1K———
Cary Street Partners Investment Advisory LLC
N/A—1,021-1,021-100%$337.1K———
Dunhill Financial, LLC
N/A—1,021-1,021-100%$337.1K———
Winning Points Advisors, LLC
N/A—1,021-1,021-100%$337.1K———
Caerus Investment Advisors, LLC
N/A—1,016-1,016-100%$335.4K———
Crews Bank & Trust
N/A—1,014-1,014-100%$334.7K———
Templeton & Phillips Capital Management, LLC
N/A—1,005-1,005-100%$331.8K———
Sovereign Financial Group, Inc.
N/A—1,004-1,004-100%$331.4K———
Red Wave Investments LLC
N/A—1,000-1,000-100%$330.1K———
Sfmg, LLC
N/A—993-993-100%$327.8K———
Naviter Wealth, LLC
N/A—993-993-100%$327.8K———
Gateway Wealth Partners, LLC
N/A—988-988-100%$326.0K———
Renaissance Group LLC
N/A—970-970-100%$320.2K———
Smith, Moore & Co.
N/A—960-960-100%$316.9K———
Texas Yale Capital Corp.
N/A—956-956-100%$315.6K———
SageView Advisory Group, LLC
N/A—948-948-100%$313.2K———
Virtu Financial LLC
N/A—945-945-100%$312.0K———
Brendel Financial Advisors LLC
N/A—944-944-100%$311.6K———
Sprott Inc.
N/A—942-942-100%$311.0K———
Cape ANN Savings Bank
N/A—940-940-100%$310.3K———
Elgethun Capital Management
N/A—928-928-100%$306.5K———
Waterloo Capital, L.P.
N/A—922-922-100%$304.3K———
Blalock Williams, LLC
N/A—909-909-100%$300.1K———
Gladstone Institutional Advisory LLC
N/A—906-906-100%$299.1K———
Bragg Financial Advisors, Inc
N/A—900-900-100%$297.1K———
Becker Capital Management Inc
N/A—898-898-100%$296.4K———
Advisory Alpha, LLC
N/A—894-894-100%$295.2K———
DiPaolo Financial Group, Inc.
N/A—890-890-100%$293.8K———
Defiance ETFs, LLC
N/A—883-883-100%$295.5K———
Marshall Wace, LLP
N/A—882-882-100%$291.2K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—879-879-100%$290.2K———
Barnes Wealth Management Group, Inc
N/A—876-876-100%$289.2K———
Next Capital Management LLC
N/A—860-860-100%$283.9K———
Ellevest, Inc.
N/A—859-859-100%$283.6K———
Hudson Value Partners, LLC
N/A—856-856-100%$282.6K———
Wayfinding Financial, LLC
N/A—851-851-100%$280.0K———
Fukoku Mutual Life Insurance Co
N/A—850-850-100%$280.6K———
Pettyjohn, Wood & White, Inc
N/A—842-842-100%$278.0K———
Members Trust Co
N/A—842-842-100%$278.0K———
Carr Financial Group Corp
N/A—837-837-100%$276.2K———
American Trust
N/A—830-830-100%$274.0K———
Fort Point Capital Partners LLC
N/A—826-826-100%$272.8K———
Basecamp Wealth Advisors LLC
N/A—821-821-100%$271.0K———
E Fund Management Co., Ltd.
N/A—819-819-100%$270.4K———
Wick Capital Partners, LLC
N/A—818-818-100%$270.0K———
Cahill Financial Advisors Inc
N/A—816-816-100%$269.2K———
CreativeOne Wealth, LLC
N/A—812-812-100%$267.8K———
Meadowbrook Advisors Group, LLC
N/A—812-812-100%$268.1K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—808-808-100%$266.7K———
MRP Capital Investments, LLC
N/A—805-805-100%$265.7K———
FourThought Financial Partners, LLC
N/A—803-803-100%$265.1K———
Logan Capital Management Inc
N/A—800-800-100%$264.1K———
Security National Bank of SO DAK
N/A—800-800-100%$264.1K———
CNB Bank
N/A—794-794-100%$262.1K———
Range Advisory, LLC
N/A—791-791-100%$261.2K———
Clark Capital Management Group, Inc.
N/A—785-785-100%$259.3K———
Voya Financial Advisors, Inc.
N/A—785-785-100%$260.5K———
Walleye Trading LLC
N/A—784-784-100%$258.8K———
New Republic Capital, LLC
N/A—784-784-100%$258.8K———
TRB Wealth Management, LLC
N/A—774-774-100%$255.5K———
CVA Family Office, LLC
N/A—773-773-100%$255.2K———
IFG Advisory, LLC
N/A—772-772-100%$254.9K———
Founders Financial Alliance, LLC
N/A—768-768-100%$253.3K———
Trustmark Bank Trust Department
N/A—758-758-100%$250.2K———
Peregrine Asset Advisers, Inc.
N/A—757-757-100%$249.9K———
Drucker Wealth 3.0, LLC
N/A—755-755-100%$249.2K———
Strategic Investment Advisors / MI
N/A—754-754-100%$248.8K———
Paces Ferry Wealth Advisors, LLC
N/A—754-754-100%$248.9K———
Fielder Capital Group LLC
N/A—752-752-100%$248.1K———
Penserra Capital Management LLC
N/A—748-748-100%$240.0K———
Mayflower Financial Advisors, LLC
N/A—748-748-100%$246.9K———
Maimon Wealth Management Ltd.
N/A—734-734-100%$242.3K———
Family Manage LLC
N/A—730-730-100%$241.0K———
Alteri Wealth LLC
N/A—727-727-100%$239.9K———
Venturi Wealth Management, LLC
N/A—727-727-100%$240.0K———
Bouchey Financial Group, Ltd.
N/A—708-708-100%$233.6K———
Keynote Financial Services LLC
N/A—707-707-100%$233.4K———
Sargent Investment Group, LLC
N/A—704-704-100%$232.4K———
Strathmore Capital Advisors, Inc.
N/A—703-703-100%$259.9K———
Sandhill Capital Partners LLC
N/A—700-700-100%$231.1K———
Cohen & Steers, Inc.
N/A—700-700-100%$231.0K———
Rodgers Brothers Inc.
N/A—699-699-100%$230.8K———
WealthTrust Axiom LLC
N/A—691-691-100%$228.3K———
King Wealth Management Group
N/A—690-690-100%$228.0K———
Omnia Family Wealth, LLC
N/A—687-687-100%$226.8K———
OneAscent Financial Services LLC
N/A—683-683-100%$225.4K———
Blue Chip Partners, LLC
N/A—681-681-100%$224.8K———
Pettee Investors, Inc.
N/A—680-680-100%$224.5K———
Baldwin Investment Management, LLC
N/A—675-675-100%$222.8K———
Spirepoint Private Client, LLC
N/A—674-674-100%$222.5K———
Optiver Holding B.V.
N/A—672-672-100%$221.8K———
VestGen Investment Management
N/A—666-666-100%$219.9K———
Element Wealth, LLC
N/A—662-662-100%$218.7K———
Howe & Rusling Inc
N/A—660-660-100%$217.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—653-653-100%$215.7K———
Osborne Partners Capital Management, LLC
N/A—650-650-100%$214.6K———
First Western Trust Bank
N/A—647-647-100%$213.6K———
Brooks, Moore & Associates, Inc.
N/A—644-644-100%$212.6K———
Meridian Wealth Partners, LLC
N/A—630-630-100%$208.0K———
Wills Financial Group LLC
N/A—630-630-100%$208.0K———
W1m Asset Management Ltd
N/A—629-629-100%$207.7K———
Oversea-Chinese Banking Corp Ltd
N/A—629-629-100%$207.6K———
McMillan Office, Inc.
N/A—620-620-100%$204.7K———
Fi3 Financial Advisors, LLC
N/A—619-619-100%$304.0K———
Caxton Associates LLP
N/A—617-617-100%$203.7K———
EWA, LLC
N/A—617-617-100%$203.8K———
D L Carlson Investment Group Inc
N/A—611-611-100%$201.7K———
Berkshire Asset Management LLC
N/A—609-609-100%$201.1K———
Cyber Hornet ETFs LLC
N/A—579-579-100%$191.1K———
Estabrook Capital Management
N/A—553-553-100%$182.6K———
Bruce G. Allen Investments, LLC
N/A—546-546-100%$180.2K———
Evelyn Partners Group Ltd
N/A—529-529-100%$174.6K———
Beaird Harris Wealth Management, LLC
N/A—527-527-100%$174.0K———
Silver OAK Securities, Incorporated
N/A—527-527-100%$174.0K———
Tanglewood Legacy Advisors, LLC
N/A—500-500-100%$165.1K———
Prestige Wealth Management Group LLC
N/A—489-489-100%$161.4K———
Meramec Financial Planners, LLC
N/A—482-482-100%$188.1K———
Quantum Portfolio Management LLC
N/A—462-462-100%$152.5K———
Frazier Financial Advisors, LLC
N/A—428-428-100%$141.3K———
Crewe Advisors LLC
N/A—422-422-100%$139.3K———
Bravera Wealth
N/A—410-410-100%$135.3K———
BFC Planning, Inc.
N/A—408-408-100%$134.7K———
Motco
N/A—373-373-100%$123.1K———
Financial Life Planners
N/A—361-361-100%$119.2K———
JPL Wealth Management, LLC
N/A—355-355-100%$117.2K———
Harvest Fund Management Co., Ltd
N/A—345-345-100%$114.0K———
VSM Wealth Advisory, LLC
N/A—336-336-100%$111.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—335-335-100%$110.6K———
Strive Financial Group,LLC
N/A—321-321-100%$106.0K———
IMA Advisory Services, Inc.
N/A—311-311-100%$102.7K———
Bank of the Bluegrass & Trust Co.
N/A—300-300-100%$107.0K———
Keating Financial Advisory Services, Inc.
N/A—286-286-100%$94.4K———
Silvant Capital Management LLC
N/A—279-279-100%$92.1K———
Fiduciary Financial Advisors
N/A—259-259-100%$84.8K———
Monetary Management Group Inc
N/A—251-251-100%$82.9K———
Battery Global Advisors, LLC
N/A—250-250-100%$82.5K———
Bogart Wealth, LLC
N/A—239-239-100%$78.9K———
Cornerstone Financial Management LLC
N/A—232-232-100%$76.6K———
SIT Investment Associates Inc
N/A—226-226-100%$75.0K———
Strategic Investment Solutions, Inc.
N/A—208-208-100%$68.7K———
Cbiz Investment Advisory Services, LLC
N/A—208-208-100%$60.7K———
Vanguard National Trust Co
N/A—206-206-100%$68.0K———
Heritage Wealth Advisors
N/A—194-194-100%$64.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—194-194-100%$64.0K———
GW&K Investment Management, LLC
N/A—187-187-100%$62.0K———
Park Place Capital Corp
N/A—177-177-100%$58.4K———
Napier Financial, LLC
N/A—175-175-100%$57.8K———
Ogorek Anthony Joseph
N/A—169-169-100%$55———
Fourth Dimension Wealth, LLC
N/A—165-165-100%$54.5K———
PlanVest Financial, Inc
N/A—159-159-100%$52.5K———
Westfuller Advisors, LLC
N/A—153-153-100%$50.6K———
Walsh & Associates, LLC
N/A—150-150-100%$49.5K———
Millstone Evans Group, LLC
N/A—145-145-100%$47.9K———
Miller Capital Partners, Inc.
N/A—133-133-100%$43.9K———
Vision Retirement, LLC
N/A—125-125-100%$41.3K———
Walleye Capital LLC
N/A—121-121-100%$39.9K———
Nalls Sherbakoff Group, LLC
N/A—120-120-100%$39.6K———
Allied Private Wealth LLC
N/A—120-120-100%$40.7K———
HHM Wealth Advisors, LLC
N/A—115-115-100%$38.0K———
Colonial Trust Advisors
N/A—113-113-100%$37.3K———
Nova Wealth Management, Inc.
N/A—110-110-100%$36.4K———
Kemnay Advisory Services Inc.
N/A—104-104-100%$34.3K———
Sachetta, LLC
N/A—101-101-100%$33.3K———
Greykasell Wealth Strategies, Inc.
N/A—100-100-100%$33.0K———
Lavaca Capital LLC
N/A—100-100-100%$33.0K———
ESL Trust Services, LLC
N/A—100-100-100%$33.0K———
Delos Wealth Advisors, LLC
N/A—91-91-100%$30.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—87-87-100%$28.7K———
Kilter Group LLC
N/A—79-79-100%$26.1K———
Core Capital Management & Research, inc.
N/A—72-72-100%$26.7K———
SOA Wealth Advisors, Llc.
N/A—70-70-100%$23.2K———
Basepoint Wealth LLC
N/A—69-69-100%$22.8K———
Ameriflex Group, Inc.
N/A—69-69-100%$22.6K———
Raffa Wealth Management, LLC
N/A—68-68-100%$22.4K———
Picton Mahoney Asset Management
N/A—68-68-100%$22.4K———
WealthCollab, LLC
N/A—65-65-100%$21.5K———
EFG International AG
N/A—64-64-100%$21.1K———
Rialto Wealth Management, LLC
N/A—62-62-100%$20.5K———
Top Private Wealth Llc.
N/A—61-61-100%$20.1K———
Dogwood Wealth Management LLC
N/A—55-55-100%$18.2K———
Morse Asset Management, Inc
N/A—51-51-100%$16.8K———
N.E.W. Advisory Services LLC
N/A—49-49-100%$16.2K———
Continuum Advisory, LLC
N/A—48-48-100%$15.8K———
Hurricane Capital Advisors LLC
N/A—44-44-100%$14.5K———
Kerr Financial Planning Corp
N/A—40-40-100%$13.2K———
Capital Analysts, LLC
N/A—36-36-100%$12.0K———
USA Financial Formulas
N/A—36-36-100%$11.9K———
Mcguire Capital Advisors Inc
N/A—35-35-100%$11.6K———
Regatta Research & Money Management
N/A—31-31-100%$10.2K———
TD Capital Management LLC
N/A—31-31-100%$10.1K———
Proffitt & Goodson Inc
N/A—29-29-100%$9.6K———
BOK Financial Private Wealth, Inc.
N/A—25-25-100%$8.3K———
Boreal Capital Management LLC
N/A—25-25-100%$8.3K———
HFM Investment Advisors, LLC
N/A—23-23-100%$7.6K———
1015 Capital Partners, LLC
N/A—13-13-100%$4.3K———
S&T Bank
N/A—10-10-100%$3.3K———
Oakmont Advisory Group, LLC
N/A—9-9-100%$3.0K———
Synergy Investment Management, LLC
N/A—8-8-100%$3.1K———
Security National Bank of Sioux City Iowa
N/A—7-7-100%$2.3K———
Aventura Private Wealth, LLC
N/A—6-6-100%$2.0K———
Seneschal Advisors, LLC
N/A—6-6-100%$2.0K———
Sittner & Nelson, LLC
N/A—6-6-100%$2.0K———
Luminist Capital LLC
N/A—4-4-100%$1.3K———
Operose Advisors LLC
N/A—4-4-100%$1.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—4-4-100%$1.3K———
Cordant, Inc.
N/A—3-3-100%$885———
Caitlin John, LLC
N/A—2-2-100%$660———
Tidemark, LLC
N/A—2-2-100%$660———
Sankala Group LLC
N/A—1-1-100%$367———
Darwin Wealth Management, LLC
N/A—00—$258———
Showing 1979 of 1979 institutions